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:
|
See Adding M3 CLM in Infor Ming.le. |
□ | Configure user access and roles:
|
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. |