ION API authentication

In an on-premises environment, you can optionally use an ION API file to authenticate to Infor Document Management. This method uses OAuth 2.0 for authentication, and overrides the user name and password.

To get the authentication file, use ION API. You must add an authorized app and then download the app's credentials.

To create the app, select Authorized Apps from the menu in ION API. Click Add and select Backend Service. Enter a name and description and save the app.

To download the credentials, go to the authorized app that you created and click Download Credentials. Select Select Create Service Account, enter your user name, and click Download.

The download is the .ionapi file. You will upload this file when you enter your IDM connection information in the global report settings.

See Global report settings.