Prerequisites

This section contains the prerequisites for Smart Help.

Version requirements

Product Version
Infor OS Portal
Infor User Adoption Platform 5.43 or later
Note: UAP is a third party application with its own license. Contact Infor for more information about UAP.

Content

  • On the Infor OS and application side, applications must implement and pass Infor Business Content (IBC) messaging. This is an Infor OS Portal standard. Specifically, applications must pass unique screen IDs and logical IDs in their IBC messages.
  • Infor-delivered content must contain screenIDs that are embedded as attributes in the content so that the content can be matched to Smart Help.

Permissions

Multiple content repositories can be accessed. Each repository is required to have unique permission requirements. This table shows the required permissions for each repository:

Smart Help Channel Repository Permissions required
Infor Help docs.infor.com None
Knowledge Base Infor Concierge/Infor Customer Portal The email user ID that is used to sign in to Infor OS Portal must match the email user ID for Infor Concierge.
UAP Content Infor User Adoption Platform Purchased Infor User Adoption Platform license and setup as described in this document.
My Content/My Links Infor Document Management User access to Infor Document Management.

Infor OS administrator access

These administrative permissions are required for Infor OS applications:

  • Set up applications in Infor OS
  • Add and configure security roles
  • Configure applications in ION API Gateway