Infor Workforce Management Application Configuration Guide

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About this guide
Intended audience
Related documents
Authentication
Configuring LDAP Authentication
Configuring LDAP Authentication for the cn Attribute
Configuring LDAP Authentication for the userPrincipalName (UPN) Attribute
Configuring the WFM SAML Adapter
WFM and Identity Provider (IdP) initiated Single Sign-On (SSO)
Requirements of the WFM SAML Adapter
Enabling ldP initiated SSO
Examples of a custom SAML token parser
Storing the IdP certificate in Workforce Management
Configuration of IdP for mobility
WFM and Service Provider (SP) initiated Single Sign-On (SSO)
Setting up Workforce Management to use Single Sign On
Creating a private key and public certificate
Importing the Workforce Management SAML signing certificate
Creating a Service Provider for Workforce Management
Creating a user in your IdP
Getting the signing certificate from the IdP
Storing the IdP certificate in Workforce Management
Configuring the assertion consumer URLs in the IdP
Optional configuration - User Name in Claim
Workforce Management registry settings for the user name in claim
SAML configuration steps in Workforce Management
File Encryption Using the PGP Library
Supported PGP Encryption Tools
Importing Files into WFM using PGP Encryption
Encrypting a File with the WFM PGP Key
Importing an Encrypted File into WFM
Encrypting Files that are Exported from WFM
Generating a PGP Key Pair and Exporting the Public Key
Inserting the PGP Public Key into WFM
Running an Export Task with PGP Encryption Enabled
Decrypting the Exported File
Configuring audit logging
Enabling audit logging on the application server
Adding audit appender to SLF4J with logback configuration
Enabling audit logging in WebLogic
Contents of audit log entries
Sensitive configuration data
Creating sensitive configuration data
Rotating Workforce Management keys
Updating the WFM system key
Rotating the SAML private signing key
Updating the IdP certificate in Workforce Management
Rotating the OAuth 1.0a key
Rotating the PGP key
Data Migration
Before you begin
Overview of the data migration process
Step 1: Configuring the migration environment
Generating the PGP public key for a data migration
Step 2: Creating an Outbound Migration
Step 3: Importing the Inbound Migration file using Job Scheduler
Step 4: Importing the contents of the Inbound Migration file
Step 5: Viewing migration import transactions
Step 6 (optional): Performing a rollback or rerun of a migration
Delete Migration
Creating a Delete Migration
Importing the Inbound Delete Migration file using Job Scheduler
Deleting the contents using the Inbound Delete Migration file
Archiving migration data that is no longer required
Data migration scenarios and examples
Simple scenarios: Migration of the DAY_PART table that contains a foreign key reference to the DAY_PART_SET table
Complex scenarios: Migrating tables with a chain of references
Establishing a system of record
Performance best practices
Deprecated tables and functional objects
Using Form Studio
Creating a workflow action
Creating a custom workflow action
Modifying a delivered and pre-defined workflow action
Workflow engine and server side validation
Creating a workflow flow
Creating a custom workflow flow
Modifying a delivered and pre-defined workflow flow
Copying a workflow flow
Creating a workflow form
Creating a custom workflow form
Copying a workflow form
Creating a multiple page workflow form
Adding a data grid
Viewing a delivered and pre-defined workflow form
Setting up workflow forms for batch approval
Configuring a form to be batch approvable
Customizing the workflow nodes
Group approvals
RoleGroup (RoleGroupAction) Node
Form fields reference
Label
Text
Number
Date
Time
Dropdown
Checkbox
DBlookup
Hidden
Datasource
Datagrid
Form events reference
Viewing version history of a form
Submitting forms in WFM
Form buttons
Workmail and form status in WFM
Feature Toggle for new enhancements
Enabling a feature
Disabling a feature
Configuring workspaces
Setting Up Workforce Management Mail Forwarder
Understanding Mail Forwarder technical details
Setting up the Mail Forwarder
Scheduling the Mail Forwarder
Connecting to the external mail server
Troubleshooting connection errors
Localizing system-added messages
Archiving
Setup
Best practices for archiving
Creating a basic archiving policy for your organization
Datasources
Configuring Access Privileges - On-premise deployments only
Configuring Registry Parameters
Archiving Policies
Viewing existing archive policies
Creating archive policies
Modifying archiving policy definitions
Scheduling archiving jobs
Purging delete history records for Data Lake data replication and BOD publishing for ION
Archiving policy details and tables affected
Payroll data
Interactions
Payroll data dependency purge
Temporary teams
Workbrain mail data
Employee schedule data
Audit log data
Staff scheduler data
Auto Assignment Schedule Generation Detail Log
SO historical data and SO schedule data
Import interface data and Export interface data
Change history data
Budgeting data
Unstaffed Shift Data
Time Approval Data
Clock transaction data
Rejected Clock transaction data
Workbrain Log Data
Unlinked Resource Data
Forecasting data
LB data
Payroll Based Journal
Workbrain Sys State Purge
MVS Publish Transaction Data
MVS Workload and Census Data
RTSS Process Data
Shift Billboard Posting Data
MVS SCHEDULE AND TEMPLATE TRANSACTION DATA
Attendance Control Logs
Job Scheduler Logs
Workbrain Error Log
Workbrain User Session Log
IMS Inbound Document
IMS Inbound Document messages
Archive Transactions
Searching for transaction records
Reports
Enabling reports
Supported core reports
Running the Job Scheduler
Defining and using geolocations
Defining a geolocation for a team
Opting out of geofencing
Customer-defined data
Customer-defined data maintenance forms
Creating custom data types
Creating custom data
Creating custom lookup data types
Creating custom lookup data
Custom DBLookups for customer-defined data
Creating DBLookups for customer-defined data
Importing and exporting customer-defined data
Localizing custom lookup data
Global Validation Settings
Modifying the global validation settings
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