Configuring IDM for on-premises deployment

To set up the integration to IDM, perform these steps:

• Manually import the document type into IDM, which is used by LSP to archive proprietary documents. See the Infor Document Management User Guide for instructions on how to import the document type.

  For items to be imported, see Prerequisites.

  Root path: LSP version IDM\GenericComponents

  File: LCL_ProprietaryDocument.xml

  Type: IDM Document Type

• For on-premises deployments, you must apply an OAuth 1.0a security token before you use the LSP integration with IDM. For instructions on generating and configuring OAuth consumer credentials, see the Infor ION Grid Security Administration Guide. Save the credentials in JSON format.

  When you create the OAuth consumer in the grid, select these options:

  Under Global:

  • grid-run-as-user
  • grid-run-as-tenant

  Under DocumentArchive:

  • IDM-AdvancedUser
  • IDM-SuperUser
  • IDM-Administrator
  • IDM-RelatedInformationUser
  • IDM-User
  Note: After you save the OAuth consumer, the grid displays the consumer key and shared secret once. Copy and store these values immediately.

  {"consumerKey":"",
  "sharedSecret":"",
  "createdTimestamp":1542970474366,
  "name":"lsp",
  "description":"Used by lsp",
  "roles":["grid-run-as-tenant",
  "grid-run-as-user"],
  "enabled":true,
  "tenant":"infor",
  "mustChange":false,
  "expired":false,
  "principalName":"lsp"}
  

  Fill consumerKey and sharedSecret, then save as JSON file. This will be used in setting up File server.

• Configure the file server to be used to hold documents and reports.