Infor Workforce Management Multi-tenant Configuration Guide

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About this guide

Intended audience

Related documents

Infor Government Solutions (IGS)

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

Contents of audit log entries

Sensitive configuration data

Creating sensitive configuration data

Rotating Workforce Management keys

Rotating the SAML private signing key

Updating the IdP certificate in Workforce Management

Rotating the OAuth 1.0a key

Rotating the PGP key

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

Data migration decision table

Excluded records

Workflow actions

Creating a custom workflow action

Modifying a delivered and pre-defined workflow action

Workflow engine and server side validation

Creating a custom workflow flow

Modifying a delivered and pre-defined workflow flow

Copying a workflow flow

Creating a custom workflow form

Viewport size ranges

ExceptionAction

NotifyUserRoleAction

RoleGroupAction

UserGroupAction

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

TextArea control

Form events reference

Viewing version history of a form

Filter submitted forms in the Workflow Manager

Submitting forms in WFM

Workmail and form status in WFM

Feature Toggle for new enhancements

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

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

Form/Workflow Manager

Form/Workflow Manager Process Steps

Viewing Form/Workflow Manager details

Additional configuration information

Archiving policy details and tables affected

Payroll data dependency purge

Temporary teams

Workbrain mail data

Employee schedule 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

Unstaffed Shift Data

Time Approval Data

Clock transaction data

Rejected Clock transaction data

Workbrain Log Data

Unlinked Resource Data

Forecasting 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

IMS Outbound Document

Cloud admin users

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