Infor M3 CE Core Administration Guide

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About this guide

Related documentation

M3 CE Core overview

Required Security roles for M3 CE Core

M3CE About overview

Accessing M3CE About

Viewing and searching using M3CE About

Optional post-provisioning steps for M3 CE Core

Using OpenText Exstream for M3 CE Core

Using PageOUT layout Templates for OpenText Exstream

Downloading packages for M3 BE standard, relevant markets, and industry

Unpacking the downloaded packages

Handling Exstream language

Creating a runtime environment for Exstream

Modifying a platform file

Export the main projects

Create applications

Deploying main projects

Accessing M3 Business Engine

Setting up M3 Business Engine for Exstream layouts

Create servers in MNS218

Create services in MNS216

Create output server definition in MNS204

Create output definition in MNS205

Check output jobs in MNS270

Using StoryTeller layout templates for OpenText Exstream

Main projects structure

Downloading StoryTeller packages for M3 BE

Adding a project to Exstream installation

Exstream project structure

Platform - Input/Output connectors

Project runtimes

Global function file

StoryTeller fragments

XMLIN event tool

StoryTeller document

Formatting numbers and dates

Type attributes

Utility functions

Languages not supported by the Arial font

Applying a font substitution table

Configuring IDM for OpenText Exstream

Connecting Exstream to IDM

Configuring M3 BE for IDM connection

Verifying the configuration

Configuring Ad hoc reporting for OpenText Exstream

Designing custom lists in the M3 Ad hoc Reporting designer

Ad hoc project for OpenText Exstream

Generic features

Specific features for PDF file

Specific features for Excel file

Enabling Ad hoc report layouts through Exstream

MNS218 - Create servers

MNS217 - Create output service type

Create M3ADHOC service ID in MNS216

Create M3ADHOC location in AHS010

Specifying a document location in AHS020

Create Ad Hoc Report version in AHS110

Create mail records in CRS111

Using OpenText Cloud

Configuring OpenText Cloud for M3

Using Project templates for OpenText Cloud

Main projects structure (OTC)

Downloading Project packages for M3 BE

Knowledge prerequisites

Creation and access to environment

Adding projects to Exstream installation

Exstream projects structure (OTC)

Platform - Input/output connectors

Configuring IDM for OpenText Exstream Cloud

Connecting Exstream to IDM

Configuring M3 BE for IDM connection

Connector configuration

Configuration files

Configuring M3 Security in Infor Ming.le or Infor OS Portal

Verifying the connection points for M3 and Infor Ming.le or Infor OS Portal

Verifying the data flow between M3 and Infor Ming.le or Infor OS Portal

Downloading the data flow for M3 and Infor Ming.le of Infor OS Portal

Importing the data flow for M3 and Infor Ming.le or Infor OS Portal

Configuring BOD-specific settings

Configuring settings for customer master data BODs

Configuring settings for ProcessContactMaster

Configuring settings for ProcessQuote

Configuring setting for ProcessSalesOrder

Configuring settings for inbound supplier invoice BODs

Configuring settings for inbound warehouse management BODs

Configuring settings for LoadAdvanceShipNotice

Configuring settings for ProcessItemMaster

Configuring settings for M3 EDI BODs

Enabling M3 Financial Business Messages (M3 FBM) per country

Downloading the data flows for M3 FBMs

Importing the custom noun data for M3 Financial Business Messages

Importing the data flows for M3 Financial Business Messages

Verifying the connection points and data flow for M3 and M3 FBM

M3 Cloud File Transfer Client administration tasks

Setting tenant configuration to enable export of files to Amazon S3

Prerequisites to enabling export of files to Amazon S3

Enabling export of files to Amazon S3

Disabling automatic upgrade of CFT Client

Administrating Infor ION Grid for CFT Client

Upgrading Infor ION Grid

Disabling automatic upgrade of Infor ION Grid

Configuring the CFT Client server for proxy server use

Uninstalling CFT client and Infor ION Grid

Reinstalling CFT client and Infor ION Grid

Updating the java version for CFT Client Grid

Using M3 Business Engine administration tools

Importing configuration data to the M3 BE database

Prerequisites to importing configuration data

Importing configuration data

Managing M3 BE data

Prerequisites to managing M3 BE data

Exporting M3 Business Engine data

Exporting a company

Exporting a division

Importing M3 Business Engine data

Importing a company

Importing a division

Exporting and importing M3 Business Engine data between environments (tenants)

Importing M3 Business Engine data from a database

Managing read tokens in the source environment

Importing a company or division

Deleting M3 Business Engine company data

Viewing and managing M3 Business Engine data management jobs

Updating a specific record in the database

Viewing event log of a specific table in the database

Using the Field Audit Trail

Adding a new audit

Editing an audit

Deleting an audit

Exporting an audit

Synchronizing data to Data Lake

Viewing Data Lake synchronization jobs

Viewing history of audit settings

Viewing data changes of audited fields

Using M3 BE Interactive Program Services

About the Interactive Program Services Designer

Creating or loading a web service

Creating a method

Adding a panel sequence

Specifying input and output parameters

Testing a web service

Creating a test case

Executing a test case

Exporting a web service

Importing a web service

Renaming a web service

Deleting a web service

Consuming a web service

Managing M3 BE files

Using the Business Engine Files tool

Output Management for M3 CE Core

Configuring Infor Document Management with M3 CE Core

M3-specific content for Infor Document Management

Configuring M3 Business Engine programs for output management

Modifying layouts

Handling updates of IDM content for M3 output management

IDM Enterprise Printing service

M3 Function Search administration tasks

Accessing the M3 Function Search

Updating table indexes

Changing the text analyzer

Configuring logging for M3 Function Search

M3 H5 administration tasks

Logging in through a web browser

Creating a link to documents in Infor Document Management

Creating web links

Deleting a link

Using the H5 Settings tool

Changing a default setting

Changing a setting for selected users and roles

Using the Personalizations tool

Copy to vs. Merge to

Personalization lookup and priorities

Exporting a personalization file

Importing a personalization file

Removing a file

Using the Data files tool

Creating custom context messages

Using the export/import tool

Enabling Google Sheets API

Using the Applications tool

Installing a web application

Installing multiple web applications

M3 Experience Designer Administration

Experience Designer - Administration dashboard

Administration dashboard properties

Application life cycle

Recommended way of working on applications

Working in the test environment

Working in the production environment

Accessing Experience Designer Administration

Changing the status of an application

Publishing an application

Exporting an application

Importing an application

Deactivating an obsolete application

Deleting an application

Adding an application to the M3 menu

BOD Processor administration tasks

Custom BODs naming format

Adding custom BODs

Configuring M3 application settings for ProcessWorkflow

Event-based alerts

M3 application messages

Publishing BODs

Master Accounting Entity

Master Accounting Entity for ItemMaster BOD

Master Accounting Entity for Supplier-related BODs

Master Accounting Entity for Customer-related BODs

Configuring M3 BODProcessor for Master Accounting Entity

Composite event

Initial data load

M3 BOD dependencies

Starting an initial data load from (EVS006)

Sync and Show Invoice Common BOD

Event Analytics Rules administration tasks

Event Analytics Rules UI overview

Session editor panel

Standard sessions

Custom sessions

Rule editor panel

General Information tab

Subscribed Event tab

Creating a new field in the list

Modifying a field in the list

Deleting a field from the list

Filtering a field from the list

Adding a field to the list

Removing a field from the list

Filtering the list

Published Event tab

Adding a field to the list

Moving a field in the list

Removing a field from the list

Filtering the list

Adding a field to the list

Moving a field in the list

Removing a field from the list

Filtering the list

Creating a new field in the list

Modifying a field in the list

Adding a session

Duplicating a session

Modifying a session

Exporting a session

Exporting multiple sessions

Importing sessions

Starting a session

Restarting a session

Stopping a session

Deleting a session

Duplicating a rule

Modifying a rule

Validating a rule

Activating a rule

Reactivating a rule

Deactivating a rule

Deleting a rule

Event Hub administration tasks

Browse Events tab

Getting the events list

Converting the downloaded excel file format

Administration tab

Publishers and Subscribers section

Subscriptions section

Data Lake Publisher administration tasks

Selecting tables to publish

Importing table selections for a content solution

Exporting table selections

ION Data Flow and Streaming options

Synchronizing with ION Data Flow

Performing initial load from M3 to Data Fabric

Infor Enterprise Collaborator administration tasks

Enterprise Collaborator Administration page

Message lifecycle states

IEC Management Message tasks

Advanced Search

Advanced Search Wild Card

Agreement Retry/Redetect Messages

Suppressed Error Reports

Using message search and view filter

Searching by UUID

Searching by message

Searching by status filter

Searching by advanced criterion

Viewing by ordered messages

Processing failed messages

Processing failed messages by agreement

Viewing message details

Group Control Properties

Modifying Group Control Properties

Agreement Control Properties

Modifying Agreement Control Properties

Custom Detection

Agreement Status

Custom Mappings

Viewing log events per channel

Viewing events logged by a specific channel

Saving a local copy of events logged by a specific channel

Log Configuration

DataTranslator Controls

Updating MBMTRN

Mapper Delivery

Business Document Mapper tool

Downloading Mapper

Business Document Mapper client requirements

Installing Mapper

Starting and verifying Business Document Mapper installation

Upgrading Mapper

Changing the default mapper theme

Configuring Business Document Mapper

Uninstalling Business Document Mapper

Configuring time zone settings

Encryption/Decryption

Business Document Mapper user tasks

Business Document Mapper conventions and terminologies

Business Document Mapper tool configurations and settings

Business Document Mapper configuration overview

Configuring memory settings

Saving Business Document Mapper preferences

Setting the server connectivity

OAuth2 User Authentication

Configuring Server Preferences

Adding a custom authorized application

Downloading the ION API file

Enabling OAuth 2.0 Scopes

Enabling Authorized Apps and Downloading the ION API file

Loading the downloaded ION API file in Mapper

Performing server connectivity tasks

Type definitions property

Setting the type definitions

Setting the XML Document Editor

Getting started with Business Document Mapper

Using the Editor area layout

Mapping context menus

Mapping Explorer view

Business Document Mapper views

Displaying the Mapping Console view

Searching in a mapping

Mapping Console commands

Viewing the Java documentation and IEC utility classes

Displaying the Mapper Log view

Mapping projects

Creating a mapping project

Opening mappings

Opening a mapping in Mapper Editor

Opening a mapping in XML editor

Configuring Mapper key preferences

Creating a mapping

Creating a new mapping

Setting the mapping schema categories

Mapping key shortcuts

Copying mappings

Saving a mapping

Saving to workspace

Saving to server

Deleting mappings

Removing mappings from server

Deleting from workspace

Validating document

Updating document checksums

Validating mapping

Renaming mappings

Changing documents and root element

Navigating around mappings

Mapping import and export

Exporting mappings

Importing mappings

Importing from server

Importing from archive file

Mapping deployment

Generating mappings

Publishing mappings

Unpublishing mappings

Adding control properties

Configuring check order

Check order settings

Working with BOD mappings

Creating a new custom BOD

Activating a new partner agreement

Deactivating a custom BOD agreement

BOD naming rules

Asynchronous and Synchronous Process in BODs

Getting a synchronous process agreement

Deleting a custom agreement

Updating a custom BOD

Creating a new version of a custom BOD

Stop using a custom BOD

Activating duplicate agreements

Deleting an unused version of a custom BOD

Deleting an unsupported custom BOD

Custom mapping error messages

Multiple mappings deployment

Generating multiple mappings

Publishing multiple mappings

Unpublishing multiple mappings

Editing schemas

Changing SchemaIn and SchemaOut version

Setting the schema location in Mapper

Wildcard elements

Wildcard elements limitations

Infor BOD UserArea extensions

ION Connect restrictions

Custom namespace

Managing a custom namespace

Adding a custom namespace

Removing a custom namespace

Managing custom schemas

Adding a custom schema

Removing a custom schema

Managing replacement elements

Adding a replacement element

Updating replacement elements

Removing replacement elements

Adding property replacement elements

Mapping Example

Data Translations

Data Translation Configuration in Mapper

Translation Data

Translation Logic

Using DataTranslator

Mapping management

Mapping elements overview

Updating an MI program

Updating multiple MI programs

Function elements overview

Variables and constants

Palette behavior

Using Functions

Adding input/output parameters

Adding a loop function

Adding an If function

Adding Java function

Adding Boolean function

Editing Java and Boolean functions

Getting help from Content Assist commands

Important notes on saving a mapping and java code

Creating and adding repository function

Creating repository functions

Adding repository functions

Changing a repository function category

Inserting a new version of a repository function

Deleting a repository function

Deleting from server

Deleting from workspace

Adding and removing links

Adding and deleting variables and constants

Adding variables and constants

Adding variables and constants from parameters

Deleting variables and constants

Editing mapping element properties

Customizing message partner IDs

Restructure function

Example 1 steps

Creating a time summary per project

Adding the time transaction details

Adding a Restructure function in a Mapping

Restructure concepts

Restructure function

Defining output data to write

Defining input data to read

Defining data to be sorted

Defining data to be grouped

Defining data to be summed

Restructure limitations

Collector function

Example 4 steps

Adding a Collector function in a Mapping

Collector concepts

Collector limitations

Flat File Definition tool user tasks

Users of Flat File Definition tool

Flat File Definition tool overview

Flat file processing in runtime

Flat file processing in design time

Flat file overview

Flat and XML file formats

Flat file message structures

Flat file definition structure

Flat file definition metadata

Flat file parser concepts

Managing Flat File Definition tool

Creating a flat file definition

Adding a new record

Adding a new group

Adding a field to an existing record

Importing a flat file definition

Exporting a flat file definition

Deleting a flat file definition

Editing a flat file definition

Editing a definition in the repository

Activating a flat file definition

Deactivating a flat file definition

Activating multiple flat file definitions

Deactivating multiple flat file definitions

Flat File Definition Editor overview

Flat File Definition Editor user interface

Uses of Flat File Definition Editor

Defining flat file structures in message definition view

Changing the message component property values

Adding a group to a message

Adding a record to a message

Adding a record to a group

Adding a field to a record

Defining template flat files

Opening and preparing a template flat file

Validating a flat file definition

Sample data generation

Generating sample data

Sample flat file

Sample XML schema

Appendix A: Flat File Definition format

Example of a Flat File Definition in XML

Elements and types

Elements in Flat File Definition

ComplexTypes in Flat File Definition

Appendix B: Flat File examples

Record-Separated and Field-Separated Flat File to XML

XML to Record-Separated and Field-Separated FlatFile

Record-Separated Fixed-Length Fields Flat File to XML

XML to record-separated fixed-length fields Flat File

Fixed-length records and field flat file to XML

XML to Fixed-Length Records and Fields

Default empty field value

Padding and alignment

Escape character

Ignore preceding and trailing field separator

Record-Separated Semi-Fixed-Length Fields To and From XML

Variable number of occurrences, groups and identifiers

Infor Enterprise Collaborator Agreements

Partner Admin tool information model

Uses of Partner Admin Tool

Enterprise Collaborator Agreements page

Using the Agreements tree folder

Control properties configuration

Viewing name and description of Agreement tree group

Adding control properties

Modifying control properties

Deleting control properties

Adding an agreement group

Using and configuring subgroups

Viewing name and description of subgroups

Adding an agreement to a subgroup

Moving an agreement

Modifying a subgroup

Deleting a subgroup

Using the Refresh Tree

Creating a Partner Agreement

Setting up a process flow

Viewing Agreements

General Information

Uses of Detections

Adding a new detection

Activating XML Detection using the MBM Target Group

Activating XML Detection using the MVX Target Group

Assigning flat detection in agreements

Creating an Apply Envelope process

Creating an Apply MBM Envelope process

Creating a Remove Envelope process

Creating a Reorder process

Creating a Send process

File splitting overview

Split Redetect parallel run

Batch file splitter

Large file splitter

Example of Number of Lines splitter

Example of Sub Header splitter

File splitter types and properties

Batch file splitter properties definition

Large file splitter properties definition

Split large files

Splitting by detecting the number of lines

Splitting by detecting the sub header

Splitting by detecting the multi sub header

Splitting when there is no record type in the file

Splitting batch files

Splitting on N:th (property) occurrence

Creating an XML Transform process

Creating a FLAT to XML process

Creating an XML to Flat process

Modify flat records

Property record separator

Property max record length

Strip/Replacement steps

String literals

Creating a Modify Flat Records process

Creating an XSL Transform process

Error Processes

Creating an Apply Envelope error process

Creating an Apply Envelope MBM error process

Creating a Send error process

Creating an XML Transform error process

Creating an XSL Transform error process

Deleting agreements or agreement groups

Deleting an agreement group

Regular process steps

Error handling process steps

Agreement level

Handling Agreement errors

Handling errors in agreement level

Handling errors in process level

Customer notification for failed agreements

Setting up object schemas

Setting up connection point

Setting up Monitor

Configuring an email address in IEC

Setting up customer notification for failed agreements

Using IMS parameters

Infor Enterprise Collaborator Configuration

Event Hub Subscriptions

Adding a subscription

Channel Assignments panel

Modifying a subscription

Deleting a subscription

Accessing Documents page

Using the Documents UI and features

Creating a document

Updating a document

Deleting a document

Prioritizing documents through Fast Track

Adding a standard envelope

Adding a custom envelope

Viewing an envelope

Exporting an envelope

Adding an XML Declaration

XSLT Definitions

Adding a standard XSLT definition

Adding a custom XSLT Definition

Viewing an XSLT definition

Exporting an XSLT definition

Deleting an XSLT definition

String Replacer

Adding a standard string replacer

Adding a custom string replacer

Viewing a string replacer

Exporting a string replacer

Character Encodings

Adding custom character encodings

Detection Management

Defining XML targets

Defining XML target groups

Managing XML detection orders

Defining flat file targets

Defining flat file target groups

Troubleshooting

Managing Business Engine jobs

Viewing and killing jobs

Viewing and configuring logging

Configuring future logging

Enabling and disabling profiling

Configuring future profiling

Managing Business Engine logs

M3 Cloud File Transfer Client troubleshooting

Certificate error

Certificate expired

Infor Enterprise Collaborator troubleshooting

Failure to remove a mapping folder

Eclipse hangs when opening the Mapping editor

Remove a repository function

Mapping Console is not connected with the Mapper editor

Modifying function parameters are not instantly reflected in Java editor

Missing input or output document elements

DataTranslator Set Record Limit error

Auto termination limit

Document name is not valid error

Business Document Mapper error messages

Managing the Missing document error

Broken link error

Input or output missing root element error

Invalid Mapping Schema error

Missing WebView2 error

Infor Enterprise Collaborator Mapper supporting topics

Infor Enterprise Collaborator Java security mappings

Standard Java restrictions

White list knowledge base articles

Migrate console command

Running migrate console commands

XML schema basics for wildcard elements

General and Wildcard element terminologies

API Metadata Handling prerequisites

M3 API function

M3 Company and Division

IMS parameters and manifest items

Customizing file names in the file connection point

Mashup Server (Runtime of Mashups)

Deploying a mashup application

Undeploying a mashup application

Maintaining a mashup application

Deploying a system

Undeploying a system

Maintaining a system

Master tables for initial load

BODs used in integrations with Infor M3 CE

Outbound BODs from M3 CE to integrated applications

Inbound BODs to M3 CE from integrated applications

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