Configuration checklist

Follow this checklist to integrate M3 CLM with Infor ION:

Complete Task Reference
Collect the documents listed in the next column from Infor Support Portal. These documents are required for this configuration. Infor Operating Service Administration Guide

ION Desk User Guide

Review the description of how M3 CLM interacts with Infor OS. See Infor Operating Service.
Set up compatibility for your browser.  
Add M3 CLM in Infor Ming.le:
  • Set up compatibility for Internet Explorer browsers.
  • Add the application.
See Adding M3 CLM in Infor Ming.le.
Configure user access and roles:
  • Configure user access to M3 CLM in Infor Ming.le.
  • Configure additional system administration access to your product through Infor Ming.le.
See Configuring access to M3 CLM through Infor Ming.le.
Configure context and utility apps that are used with M3 CLM. See Configuring context apps and utility apps that are used with M3 CLM.
Configure homepages for M3 CLM. See Configuring ION API for Homepages.
Verify the configuration of M3 CLM with Infor OS.

See the information about verifying the configuration on the Infor Operating Service Administration Guide.