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: Add the application.	See Configuring M3 CLM in Infor Ming.le and ION API.
□	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 homepages for M3 CLM.	See Configuring M3 CLM Available API.
□	Configure M3 CLM Outlook Add-in.	See Configuring Outlook add-in integration.
□	Configure context and utility apps that are used with M3 CLM.	See Configuring context apps and utility apps that are used with M3 CLM.
□	Verify the configuration of M3 CLM with Infor OS.	See the information about verifying the configuration on the Infor Operating Service Administration Guide.