Prerequisites
These requirements are mostly completed during deployment. For assistance with obtaining and deploying Value+ Content solutions, contact your Services team.
This table lists the prerequisites for using this solution:
| Prerequisite | Reference |
|---|---|
| Infor M3 is provisioned in the tenant. | |
| Infor Document Management (IDM) is provisioned in the tenant. | |
| Infor RPA is installed. | See Infor OS User and Administration Library (Cloud) and select . |
| RPA Studio is installed. | See Infor OS User and Administration Library (Cloud) and select . |
| RPA Application in Unattended mode is installed and configured. | See Infor OS User and Administration Library (Cloud) and select . |
| RPA Application in Unattended mode is configured. | |
| Infor ION Desk is provisioned in the tenant. | |
| RPA Management is provisioned in the tenant. | |
| Portal extension for RPA Review Center is enabled. | |
| Data Fabric is provisioned on the tenant. | |
| PO documents are scanned at 300 DPI or higher. | |
| GenAI is provisioned on the tenant. | |
| Review Center is provisioned. | |
| M3 Provisioning along with related screens if customer is concerned to provide access to all the screens of M3. | |
| Document Processor is provisioned in the tenant, along with enabled button. | |
| Infor AI endpoints are configured. | |
| Business Rules are configured. | |
| All required security roles are assigned. |
Security roles
In the tenant, these security roles are required to run the solution:
- IDM-SuperUser
- IDM-User
- IONAPI-User
- MingleIONEnabled
- RPA-User
- Infor-SuiteUser
- DATAFABRIC-User
- DATALAKE-User
- HOMEPAGES-User
- M3MDP-TESTAPI
- M3MDP-User
- M3UI-User
- MingleEnterprise
- PORTAL-User
- INBOX-PowerUser
- COLEMANDDP-User
- IDM-Administrator
- M3UI-Administrator