Prerequisites

Required applications

Ensure that these applications are provisioned in the tenant:

  • Infor Document Management (IDM)
  • The RPA Management system, also known as the Mastermind
  • Infor M3.

Required roles

In the tenant, these security roles are required to run the solution:
Security role Description
IONAPI-Administrator Required role to download .ionapi files with credentials for RPA Tray Assistant and RPA Studio.
RPA-Admin Elevated role that manages configuration and job execution for all.
RPA-Process_Admin Elevated role that manages configuration and job execution for processes to whom the user has been given access.
RPA-User Base role for all RPA users, required to provide and upload credentials.
IDM-User Required for access to IDM user interfaces and APIs.
IDM-RelatedInformationUser Grants access to the IDM Related Information contextual application.
M3UI-User Can access the M3 User Interface.
UserAdmin Enables the user to administer all the other users. This is required to find User GUID or create User Group and add users to it for the users to receive notifications in M3.

Required RPA process status

To prepare the Bill of Lading Digitization process for use:

Ensure that the RPA process M3BillOfLadingDigitization is published to the RPA Mastermind from RPA Studio and is in Finalized Status, with Process Arguments configured. The status can be verified in OS > RPA Management > Manage > Processes.

User steps and setup

To run the Bill of Lading Digitization process in attended mode, you must complete these requirements:
  • Download and use the latest version of RPA Assistant from the RPA Mastermind. To get installer access, go to OS > RPA Management > Home and click Download RPA Installer.

    See Infor OS User and Administration Library (Cloud) and navigate to Administrator > RPA > Installing RPA > Attended installation > Installing RPA in the Attended mode.

  • Your account must be authorized in the RPA Mastermind authorization section. To set up your authorization, access OS > RPA Management > Manage > Authorization and click Authorize.
  • You must be added to the mastermind process users list. To set up your authorization, access OS > RPA Management > Manage > Processes and click Add.
    Note: RPA-Admin security role is required to do this action.
  • Download the RPA Assistant ION API file from the Authorized Apps panel in the API Gateway. To download the file, access OS > API Gateway > Authorized Apps. Search for RPA Tray Assistant and click the Download Credentials icon. The ION API file is saved in your Downloads file folder.

    See Infor OS User and Administration Library (Cloud) and navigate to Administrator > RPA > Installing RPA > Downloading the credential file.

    Note: RPA-Admin security role is required to do this action. Additionally, RPA Tray Assistant corresponds to the RPA Assistant application.