Infor Document Management setup

If you're using Infor Document Management as your EDM provider, there are some additional setup steps that you must complete.

First, you must make sure your document types in Infor Document Management have the right attributes.

In an on-premises or single-tenant environment, you must also import the Infor Public Sector configuration file. You also have the option of using an ION API file for authentication in an on-premises environment.

See the Infor Document Management User Guide for more information.

Required attributes

These attributes are required when you add document types in Infor Document Management for use with Infor Public Sector:

  • Moniker (string)
  • PrimaryKey (string)

These attributes are not required, but they are recommended:

  • Description (string)
  • Name (string)
  • Title (string)

If you're using a SearchForDocument formula for an Infor Document Management provider, make sure the document type in Infor Document Management has all of the attributes that you use in the formula. The formula will return no documents if any of the attributes in it are not defined for the document type.

See EDM provider formulas.

Importing the configuration file

If you're using Infor Document Management in an on-premises or single-tenant environment, you must import the Infor Public Sector configuration file before you can upload attachments.

Note: This step is not necessary in a multi-tenant environment.

The file to import is called IPS_Document_DefaultDocumentType.xml, and is found in the Core\DocumentManagement\IDM directory in your Infor Public Sector application directory.

To import this file, log in to Infor Document Management and open the Control Center. Under Administration click Import/Export, then click the Import tab. Click the Browse button and locate the XML file, then click Import.

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 ensure that the Issue Refresh Tokens switch is selected before you 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 settings for the provider.

See Adding an Infor Document Management provider.