Configuration Overview

While it is not possible to provide a description of all the different permutations of integrated systems and data, there is nevertheless a logical order in which you should configure your system for an integration. Follow some or all of the steps below as relevant to your integration:

  1. Only necessary if you intend to use IFS authentication.
    1. Configure the Security Policy for IFS authentication, and switch on automatic enrolment.
    2. Configure IFS Authentication.
    3. Enable SunSystems Security for Secure Sockets Layer (SSL) connections. For details, see the SunSystems Installation Guide.
    4. Configure the User Creation Settings for the system, including mappings from Windows domain groups to SunSystems operator groups.
    5. Set defaults for new users created in each relevant SunSystems operator group.
  2. Configure ledger balances in SunSystems.
  3. If you are integrating with a third party software package or an Infor system whose integration is not yet defined in SunSystems, then you must define the integration system in Integration Systems Setup (INS).
  4. Configure the Integration:
    1. Use Integration Configuration (INC) to create a new integration configuration.
    2. Set up the details of the integration configuration.
    3. Assign one or more business units to the configuration.
  5. Publish the initial integration data:
    1. Create initial data publication filters.
    2. Publish the integration data.
    3. Define the integration settings to set up the polling schedule for ongoing data publication and reception.
  6. If you intend to use Workflow:
    1. If not already done in step 4, use Integration Configuration (INC) to create a new integration configuration, and select Workflow as an integrating system.
    2. In Security, open the Security Policy and set the Workflow Approval User and relevant settings.
    3. Configure the Workflow Integration.
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