Infor CloudSuite Self-Service Portal User Guide (Cloud)

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About this Guide
Overview of Self-Service Portal
Navigation
User roles
Single-Tenant
VPN endpoints
Creating an endpoint
Requesting an endpoint history
VPN tunnels
Creating a tunnel
Resetting a tunnel
Requesting a tunnel history
SFTP Service
Viewing SFTP site and user information
SFTP user name and password requirements
Adding an SFTP user
Automating the add users service request using SFTP
SFTP add users notifications
Updating a customer contact assigned SFTP user password
Selecting directories for a SFTP user
Deleting an SFTP user
SFTP file upload request
Uploading files to the SFTP site using a SFTP client
Viewing upload requests
Access control
Granting deployment access
Granting access to a service request
Copying permissions across deployment
Contact management
Access control fields
Editing existing contact
Partner contact management
Granting access to a partner contact
Revoking the access of a partner contact
Infor Services partner contact management
Granting access to a partner contact
Revoking access of a partner contact
Product entitlement
Client product downloads
Service requests
Creating a service request
Multi-Tenant
Environments
Changing an admin password
Launching an environment
Refreshing an environment
Scheduling an environment refresh
Checking an environment refresh request
Database limits
Cross-region refresh
Parent-to-Child company refresh
Partial refresh – application datasets
SMTP
Creating SMTP host details
Updating SMTP host details
Deleting SMTP host details
SFTP
Viewing SFTP information
Resetting SFTP password
CloudSuites
Launching a CloudSuite
Viewing CloudSuites environments details
Refreshing a CloudSuite
Scheduling a CloudSuite refresh
Checking a CloudSuite refresh request details
Database limits
Blackout dates and lead time for suite and environment refresh
Parent-to-Child company refresh
Partial refresh – application datasets
Partial refresh – application input parameters
Contact management
Access control fields
Editing existing contact
Partner contact management
Granting access to a partner contact
Revoking the access of a partner contact
Infor Services partner contact management
Granting access to a partner contact
Revoking access of an Infor services member contact
Image Manager
Uploading an image
Copying an image link
Service requests
Creating service request
Infor CloudSuite Service Status Page
Navigating the service status page
Status description
URL prefix
Creating a URL prefix
Creating a URL prefix for each location of a multi-location company
Assign a URL prefix to environment
Changing an existing URL prefix
Deleting a URL prefix
Domains
Registering a domain
Deleting domain registration
Verifying domain after failure
Adding the verification token to DNS settings (for IT personnel)
Tasks
Establishing a parent-child relationship
Configuration management
Features
Using the Feature Enablement for environments
Using Feature Enablement for application components
Troubleshooting
Tasks
Documents
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