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 OS Administration Guide ION Desk User Guide
□	Review the description of how M3 CLM interacts with Infor OS .	See Infor OS.
□	Set up compatibility for your browser.
□	Add M3 CLM in Infor OS Portal or Infor Ming.le: Add the application.	See Configuring M3 CLM in ION API, Infor Ming.le, or Infor OS Portal.
□	Configure user access and roles: Configure user access to M3 CLM in Infor OS Portal or Infor Ming.le. Configure additional system administration access to your product through Infor OS Portal or Infor Ming.le.	See Configuring access to M3 CLM through Infor Ming.le or Infor OS Portal.
□	Configure homepages for M3 CLM.	See Configuring ION API for Homepages.
□	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 OS Administration Guide.