Tutorials are designed to offer a guide to complete common objectives, while also acknowledging that individual developers need to respond to individual needs of their own solutions. Tutorial frameworks provide blueprints for these solutions and should be adapted to fit individual needs.

Analytics with Birst

Infor’s end-to-end, enterprise-caliber analytics tool.

API Gateway

A comprehensive set of components to securely connect disparate systems across the enterprise ecosystem.

Application Development with Mongoose

Infor’s rapid application development framework that offers users a no-code/low-code/full-code experience.

Artificial Intelligence

Infor AI opens up the world of machine learning to a wider array of business users through its visual modeler, allowing for deployment of models with low-code and no-code implementations.

Analytics & Reporting in CloudSuite Service Industries

Infor’s CloudSuite Service Industries (CSSI) reporting and analytics platform offers a robust and comprehensive suite of tools and capabilities to help businesses manage, analyze, and visualize data.

Backend as a Service (BaaS)

Infor BaaS (Backend as a Service) enables you to build services locally and deploy them in a cloud environment.

Data Fabric

Infor’s comprehensive, cloud-native data management and processing platform.

Digital Assistant

Infor’s Digital Assistant is a virtual employee that any business can teach to answer questions and speed access to knowledge.

Document Management

Infor Document Management provides robust digital document storage, searching, printing, and integration capabilities.

Governance, Risk and Compliance

Infor GRC is a comprehensive approach to managing the risks, compliance, and governance of an organization.

Integration with ION

Infor integration solutions provide the flexibility you need to make an often-complex web of enterprise systems work together.

Portal and Workspaces

An application framework that provides a common user interface for integrated Infor ERP applications.

Robotic Process Automation

RPA automates repetitive tasks and empowers your team to focus on what they do best.

Security & User Management

This component of the Infor Platform is utilized by those accessing the Infor Cloud from a browser-based app, mobile app, or API.

Infor Birst is an end-to-end, enterprise caliber analytics tool.

Birst delivers business intelligence and analytics dashboards to enable business decisions. Birst combines data from different sources in a single Networked BI platform. Reports, including charts, tables, geo maps, and key performance indicators, are organized into dashboards for presentation in a browser or a native mobile app. External content from other web pages can also enhance the end user experience.

Birst is available as a multi-tenant cloud architecture or as an Appliance for in-house deployments.

The Birst Networked BI platform combines the capability, scale, and data governance required for enterprise data with data from end users to create a blended data platform. Centralized and decentralized teams can leverage trusted corporate data along with local data for agile, robust business analytics.

The Birst Connectivity Framework provides access to data in the enterprise, whether it is in an existing data warehouse, in flat or structured files, or in cloud business applications. Birst extracts data from those sources, then organizes it and models it into a user data store, making the data ready for analysis. Birst does this using Automated Data Refinement (ADR) and a transformation language (ETL) to automatically merge data and create the data store, unlike the lengthy and complex work needed to create a traditional data warehouse. The data store unifies your data from multiple sources, refines it for business use, and provides a consistent view of all data to all users.

To augment the content in the user data store, Birst Live Access can directly query on-premise data sources in real time.

Key Concepts & Definitions

Component Parts

Birst provides an integrated Networked BI platform for data-driven analysis.

Birst includes:

Want to learn more?

Quick Reference

There is a lot to learn in the Infor Platform. A quick reference sheet is always helpful. Check out the Analytics Cheat Sheet.

Topical Videos

Need information on a specific feature or function or a quick overview? These short videos may be just what you are looking for. Check out our Infor Analytics playlist on YouTube.

Written Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see Infor Birst documentation.

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in the Infor Birst Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Birst: Foundation for Analysts
• Birst: Foundation for Administrators

Overview

The ION API Gateway is a NodeJS reverse proxy application. In the simplest terms, ION API gateway accepts incoming HTTP requests from clients (web-apps, mobile-app, fat-clients, etc.), passes the request on to the proper target server, and returns the target server’s response back to the client.

In addition to simply passing requests and responses through, the ION API can add value for adjusting or enriching the request and response via the use of policies. Policies can, for example, add headers to the request or log values from the response.

The following features describe the API Gateway

• Pass-through (Proxy)
• Orchestration
• Hybrid
• Backend as a service (BaaS)

Key Concepts & Definitions

Want to learn more?

Written Guides

Product documentation serves as the primary reference for understanding specific product functionalities. For online, searchable, and user-friendly resources, refer to the following documentation.

• Infor OS documentation
• Infor ION API Administration Guide
• API Gateway documentation

Quick Reference

Download the API Gateway Cheat Sheet

Community

Collaborating with peers in your sector offers a valuable opportunity to learn and assist others. Dive into the Infor OS Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor- led training. If you are an Infor customer, then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant – Part 1
• Infor OS Platform: Foundation for Multi-Tenant – Part 2
• Infor OS Platform: Configuring and Administering the API Gateway

Go beyond basic fit and customize your cloud experience with extensibility tools that leverage no-code, low-code, and full-code frameworks.

Infor Mongoose is Infor’s rapid application development framework. It offers users a no-code, low-code, or full-code experience. This means our framework can benefit our customers regardless of their technical expertise.

Whether you are building an extension to one of our Infor ERP’s or building a complete stand-alone application, Mongoose will help you design, build, and deploy quickly and easily. Mongoose maximizes a developer’s time by utilizing various wizards to reduce the need to “drop into code” and by exploiting our flex layout, user components and HTML5 designer, you will be confident that Mongoose will provide you with the ability to create the UX/UI your company is looking to achieve.

The framework also comes with many built in features like, a full reporting engine, integrated workflow, full user management, and a robust background task manager. All things that most applications could need to leverage right at your fingertips.

Concepts & Definitions

Components

Key Benefits & Integrations

• Rapid Application Development
• Easy and powerful integration to ERPs
• Automatic Web Deployment and Multi-Device
• ION Enabled core toolset
• Cloud enabled for both dev and deployment
• Personalize applications, upgrade automatically
• Simple and flexible installation
• Full ION Integration
• Interfaces with JSON
• API Gateway Integration
• Restful Web Services
• DataLake/IoT
• Outrigger Connections

Architecture

Want to learn more?

Quick Reference

There are numerous valuable resources available to enhance your understanding of the Infor Platform. A quick reference sheet is one of the most helpful tools, which can provide a concise overview of key information. You may find the following Cheat Sheet particularly useful for your learning and reference purposes.

• Infor Mongoose

Courses

Infor U Campus offers learning tracks that combine video-based and instructor-led teaching. If you are an Infor customer, check out the Mongoose courses available on Infor U.

• Mongoose: Developing Applications Foundation Part 1
• Mongoose: Developing Applications Foundation Part 2

Topical videos

Need information on a specific feature, function or just a quick overview? These short videos may be just what you are looking for. Check out our playlist on YouTube.

Written Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see this component’s documentation.

• Infor Mongoose documentation

Use Machine Learning to build an AI into your business processes.

Machine Learning (ML) is a category of Artificial Intelligence (AI), computer science, and mathematics that focuses on using data and algorithms to train models and use those models to make predictions on new and unseen data. Infor AI opens up the world of machine learning to a wider array of business users through its visual modeler, allowing for deployment of models with low-code and no-code implementations.

Key Concepts & Definitions

Best Practices

A machine learning project has a lot of flexibility and user control over it, but it is generally accepted that an ML workflow adopt the product life cycle below.

Business Case Definition

Before starting a machine learning project, it is best to step back and define the business problem at hand. It takes some finesse to match business problems with the appropriate algorithms, and the appropriate data. Often, business problems fall into one of the following categories.

Fetching Data

The enterprise can produce incredible amounts of data from different systems. For use in the Infor AI platform, data should be managed and stored in the data lake.

Data Preparation

Data preparation tasks can be numerous and time consuming. It is recommended that one be familiar with tidy data standards when it comes to cleaning data. It is also important to understand any caveats to the particular algorithm that you might use to process the data. Infor AI has the following built in tools for data manipulation and preparation, as well as the ability to run python scripts to allow for complete customization when manipulating data.

Model Training

Training a model requires the prepared dataset and the algorithm to be used in training. Supervised algorithms can be scored for accuracy using the train/test split functionality and the score and evaluate model blocks. The compare model block will allow for the training of multiple models to compare performance statistics.

Model Fitting & Tuning

Algorithm hyperparameters are available in each of the algorithm blocks. The specific parameters will be different depending on algorithm selection, and can details for each hyperparameter can be found in the documentation of the chosen algorithm.

Model Deployment

In the quest, select the checkbox on activities desired for the deployed model and push the activities to the production quest. This quest can be deployed as an endpoint accessible via the ION API gateway.

Model Maintenance

Want to learn more?

Quick Reference

There is a lot to learn in the Infor Platform. A quick reference sheet is always helpful. Check out this Cheat Sheet.

Topical videos

Need information on a specific feature or function? Or how about a quick overview? Then short videos may be just what you are looking for. Check out our playlist on YouTube.

Product Documentation

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see this component’s Documentation.

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s online Community.

Infor’s CloudSuite Service Industries (CSSI) reporting and analytics platform offers a robust and comprehensive suite of tools and capabilities designed to help businesses manage, analyze, and visualize their data. Customers using CSSI applications typically require a variety of reports to manage and analyze their business processes effectively. Common types of reports delivered and supported include:

• Operational Reports
• Configurable Ad-hoc Reports
• Enterprise Performance Management (EPM) Financial Reporting
• Analytics Platform for CloudSuites (CloudSuite Analytics)
• Birst Enterprise
• API Support
• SQL Support

Key Concepts and Definitions

Operational Reports

Operational reporting focuses on the day-to-day operations of an organization. It provides real-time or near-real-time information about the current state of business processes.

Operational reports provide powerful and immediate access to live transactional data, provide timely reporting responses to daily operational questions, and provide the global business community with the ability to manage daily tasks efficiently, ensuring smooth business operations.

Features and Tools

• Real-Time Data: Provides up-to-the-minute data for immediate decision-making.
• Detailed Transactional Data: Focuses on specific transactions, such as sales orders, purchase orders, staffing, inventory levels, etc.
• Operational Dashboards and Alerts: Includes dashboards and alerts to monitor real-time business transactions, one-click access to exception reporting, drill down and drill across access to related reports, and up-to-the-moment critical metrics you need to make on-the-spot business decisions.
• Infor Delivered Reports: Delivers Out-of-the-box (OOTB) operational reports that meet industry standard reporting and compliance requirements for daily business processing.
• Application-Specific Reporting: Delivers OOTB reporting specific to your business’ daily processing from various applications, including finance, HR, workforce management, supply chain, and manufacturing.
• Quick data export: Export data to Excel and PDF formats, getting data down from the cloud to your local environment. Many applications also support uploads from Excel to the cloud database.
• Delivered Security Models: Configurable OOTB security models to enforce data protection, confidentiality, integrity, compliance, internal controls, and trust.
• Audit Reporting: Standardized audit reports to ensure regulatory compliance, financial transparency and accuracy, and corporate governance.
• Report Catalog: Access all delivered and configured reports in the system, filter by application, and favorite the reports you access most often.

Use Cases

• Daily Sales Reports: Monitoring daily sales performance.
• Inventory Management: Checking current inventory status to manage stock effectively.
• Order Tracking: Tracking the status of customer orders in real-time.
• Production Monitoring: Monitoring production processes to ensure they are running smoothly.
• Financial and Payables Processing: Real-time visibility into cash flow, invoice payments, vendor activity, and financial data.

Configurable Ad-Hoc Reports

Many reporting needs can be met using Infor-delivered reports. However, many organizations need configurable ad hoc reporting tools to meet their unique reporting requirements.

Infor provides several report development tools and platforms that allow your business to create configured reports tailored to your specific business needs. Reporting development tools range from quick and easy to complex to meet the needs of your custom reporting requirements and the skill sets of your employees.

Features and Tools:

• Excel Integration: Create ad-hoc Excel reports that don’t require extensive technical knowledge or assistance from the IT department.
• Configurable Reports: Convert data on a screen to a report that can be configured. Add or remove fields, change labels, schedule reports, and share reports with your colleagues.
• Copy or Create Analytic Reports: Copy and modify delivered analytic reports, visualizations, or dashboards. Create simple or complex analytic reports from scratch using the Birst technology platform.
• Advanced Reporting Tools: Extract data from the Infor Data Lake using a variety of tools including SQL-based Compass queries, Compass query APIs, Data Lake APIs, and Compass JDBC Drivers.

Enterprise Performance Management

Gain a complete, real-time view of your financial business performance with Infor Enterprise Performance Management (EPM).

Many organizations still perform budgeting and planning in error-prone spreadsheet silos that consume a significant amount of time, money, and resources on highly manual processes. Modern EPM software can help reduce errors and enable enterprise-wide collaboration with an integrated, closed-loop approach.

Infor Enterprise Performance Management (EPM) is a modern, mobile-enabled financial performance management and business intelligence platform that provides a complete range of integrated enterprise performance management capabilities that let you report with confidence.

Infor EPM can be tightly integrated into an organization’s enterprise data sources via the Infor OS data fabric; it can also leverage additional advanced industry analytics capabilities with CloudSuite Analytics powered by Birst®.

Features and Tools:

• Financial planning, budgeting, and forecasting: Create budgets and plans, forecasts, and operational and strategic plans.
• Financial Consolidation Reports: Standardized reporting tools for Income Statements, Assets, Liabilities, P&L, Cash Flow, Budgeting & Planning, account analysis, and audit trails.
• Capital expenses planning: Manage capital with documentation packages, an overview of statuses, and approval.

Additional Resources for EPM Reporting:

Enterprise Performance Management | EPM software | Infor

Infor EPM Documentation

CloudSuite Analytics

CloudSuite Analytics delivers industry-specific role-based business intelligence that provides business insight into past, present, and future trends. Driven by Birst technology, these pre-built insights enable your teams to make intelligent business decisions.

Delivered pre-built content includes the following:

• Application data model
• Dashboards
• Charts
• Tables
• Geo maps
• KPIs – key performance indicators

Within CloudSuite Analytics, customers can change any report, dashboards, KPIs, metrics, subject areas, metadata, orchestration & pre-built data model (add fields from CloudSuite – user defined fields).

Infor does not recommend changing content delivered by Infor. Instead, it’s recommended to copy the object and make updates to the copied object. This will prevent potential disruption when content updates are applied.

**CloudSuite Analytics does not allow for importing data from different sources.

**CloudSuite Analytics is only available in the Multi-tenant cloud and is not supported for on-premise deployments.

Inventory Manager Dashboard

Birst Enterprise

Birst Enterprise is an upgrade option available as a multi-tenant cloud architecture. Customers who purchase the Birst Enterprise upgrade option can use all the standard CloudSuite Analytics features and the following additional capabilities:

• Connect to additional Infor and 3rd party data sources, combining data into a single source-of-truth BI solution.
• Add users outside of Cloudsuite.
• Connect to external content from other web pages to enhance the end-user experience.

The Birst Networked BI platform combines the capability, scale, and data governance required for enterprise data with data from end users to create a blended data platform.

The Birst Connectivity Framework provides access to data in the enterprise, whether in an existing data warehouse, in flat or structured files, or in cloud business applications.

Birst extracts data from those sources then organizes it and models it into a user data store, making the data ready for analysis. Birst does this using Automated Data Refinement (ADR) and a transformation language (ETL) to merge data, create scripts, and publish to the data store. The data store unifies your data from multiple sources, refines it for business use, and provides a consistent view of all data to all users. The data store is used to create and configure your own reports, visualizations, and dashboards.

API Support

Infor’s reporting and analytics platform provides advanced API support for operational transactional data and replicated data in the Data Lake. APIs can also be used for data integrations between systems.

Click here for Infor API documentation.

SQL Support

Data Lake Compass query functionality provides robust query capabilities to search and extract results from data stored in Data Lake.

Query functionality is available through the Compass UI in Data Fabric, the Infor OS Compass API endpoint, and the Compass JDBC driver.

Want to learn more?

There are several reporting and analytics tools to choose from.

Configuring Context Message in the Visual Analytics Widget

Beginner | 10 Minutes

Overview

This Tutorial provides instructions for setting up an analytics widget with a context message in the Infor OS Portal. For our example, we will track the lowest price of an item within the last 30 days by directly selecting the item number in M3.

Tutorial

A video walk-through of the tutorial is available below.

1

Log in

Log in to the Infor OS Portal. Navigate to M3.

2

Access the widget catalog

On the right-hand side panel, select the widgets icon.

Use the dropdown under “Widgets” to select the “Add” option. Add the new insight group and name it, for example, Analytics Widgets.

3

Add widget

Open the widgets panel again and click the “Add Widget” button.

You can optionally pin the widgets panel to be visable using the pin icon.

In the widget catalog, search for the widget you want to add. Here, we will use the analytics widget.

Once you locate the desired widget, click on + to add it to your smart panel. Close the catalog and click save.

4

Configure widget

Click configure widget. Choose Birst and click next.

Select Analytics Application and click next.

Note: The names of your applications can differ from the image below. This depends on the CloudSuite application you are using.

Copy and paste the below query from Birst Visualizer into the Query Field.

Plain text

SELECT DTOP1 USING OUTER JOIN IIF([IVDT: Sum: Invcd Net Amt - Transaction_Sales Analysis] = 0, 0, ([IVDT: Sum: Invcd Net Amt - Transaction_Sales Analysis] / [IVDT: Sum: IVQT_Sales Analysis] )) 'Unit Price' , [Item.ITNO] 'Item', [Customer.Customer Group] 'Customer Group' FROM [ALL] WHERE ( ( [Time.Days Ago]>=0 AND [Time.Days Ago]<=30 ) ) AND  ( [Order Type.Order Type]<>'F30 - Adjustment +ve' AND  [Order Type.Order Type]<>'F31 - Adjustment -ve' )  DISPLAY BY [EXPR.Unit Price] ASC 

Note: This example query might not work in your environemnt. You can create a new report in Visualizer and then copy the query through the Advanced Tools/Queries option.

Confirm your query by clicking Validate to check the syntax, then click next.

5

Rename widget

To rename the widget, click the edit icon, specify widget name and subtitle, and click Ok. In our example, we used “Lowest price of an item.”

6

Set chart type

Set the chart type as a table.

7

Configure context message

Expand the mapping section. Choose an Operator (Greater than, Less than, or Equal). Select a Multiselect Type (AND or OR). Specify a Key Name/Path, in this case:

Plain text

$.entities[?(@.entityType == "InforItemMaster")].id1 

and the full name of a Column Name:

Plain text

Item.ITNO 

Click on the JSON Help for the guidelines:

Click Save

8

Finish and apply

Click finish to apply the changes and make sure it appers correctly in your Smart Panel.

You may need to adjust the placement and size of the widget within the Smart Panel to ensure it fits well with other widgets and provides a clear view of the analytics data.

9

Open M3

Open MMS001 program in M3

Review the data by selecting one item number from MMS001. The selected item's unit price appears in the analytics widget in the Smart Panel.

Overview

If you want to create a new API that invokes other APIs through a programming language, BAAS is the right choice. With BAAS, you can choose between Java or Typescript languages, create your project in Visual Studio Code using the BAAS extension, and deploy the project in your tenant, which creates a new API for you in the API suite

Want to learn more?

Manage data on the platform so that humans and systems can securely access information from anywhere.

Infor Data Fabric is Infor’s comprehensive, cloud-native data management and processing platform. Data Fabric features spanning big data storage and query interfaces, real-time data delivery, and a suite of advanced data management tooling to structure the big data generated by Infor’s CloudSuite applications as well as third-party systems and data producers.

Infor Data Fabric centralizes common enterprise data requirements, development patterns, and tooling into a unified suite of tools to maximize data ROI that scales with continued data growth and capture.

At the center of Data Fabric is Infor’s Data Lake which uses an object storage architecture to provide long-term persistence of data in its raw, original format. CloudSuite applications and 3rd party applications, tools, and services can replicate transactional and master data for eventual processing and query analysis.

Data movement into and out of the Infor Data Lake is facilitated with a suite of tools and interfaces that include event-driven workflows orchestrated through Infor’s iPaaS platform, API endpoints, JDBC driver, and user-friendly UI interfaces. The Infor Data Fabric application also includes interfaces and tools for data query, exploration, data quality management, data cataloging, business domain metadata management, and development infrastructure.

Key Concepts & Definitions

Components

Want to learn more?

Quick Reference

There is a lot to learn in the Infor Platform. A quick reference sheet is always helpful. Check out the Data Fabric Cheat Sheet.

Topical videos

Need information on a specific feature, function just a quick overview? Then short videos may be just what you are looking for. Check out our playlist on YouTube.

Product Documentation

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see this component’s documentation

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in the online community today!

Courses

Infor Campus offers Learning Paths that combine video based and instructor led teaching. If you are an Infor customer then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant – Part 1
• Infor OS Platform: Foundation for Multi-Tenant – Part 2
• Infor OS Platform: Advanced Data Lake

Streamline the user experience with a digital assistant that helps your employees navigate and access information by voice or chat.

Coleman Digital Assistant (DA) is the Natural Language Processing (NLP) based chat agent of Infor Cloud and third-party applications.

It works based on “Skills”, which represent a given ability to get essential information, perform a business task or navigate to specific screen. You can invoke a skill either by chatting or speaking with Coleman from a variety of interfaces, like Infor OS Portal, MS teams, mobile application.

A single skill consists of utterances, prompts, and responses. Utterances are your questions to Coleman. Prompts and responses are provided by Coleman in response to your utterances.

Key Concepts & Definitions

Before diving into building your own skills, the following table provides you with Coleman DA key concepts for better understanding each component of a Coleman skill.

Skill Flow Example

The diagram demonstrates the standard Coleman conversation flow from User skill invocation to Coleman’s final response. For better understanding of each component in the flow review the Table “

Best Practices

The table below presents the set of skill building ‘best-practices’ which helps in defining a high quality skills with desired UX:

Want to learn more?

Topical videos

Need information on a specific feature, function or a quick overview? These short videos may be just what you are looking for. Check out our playlist on YouTube.

Product Documentation

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see the:

Coleman Digital Assistant User Guide

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s User Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS: Digital Assistant Overview

Leverage Infor's central document repository to manage your enterprise document in the cloud.

Infor Document Management (IDM) is a digital cloud-based document repository offered by Infor that delivers extensibility and business process integration throughout Infor OS. IDM offers comprehensive lifecycle management of documents including archiving, security, collaboration, and versioning.

IDM has the capability to scale vertically, horizontally, and globally, making it possible to manage millions of documents. Documents can be stored either locally on a database server or in the cloud. Furthermore, IDM’s Related Information contextual app provides context-aware information to Infor products, presenting IDM documents that are related to the selected asset.

IDM Capture streamlines the process of extracting, separating, and classifying important content by facilitating the automatic uploading of documents. Additionally, Document Output enables users to easily create templates, distribute emails, and print using Infor’s new Enterprise Print.

Key Concepts & Definitions

IDM Tools

Want to learn more?

Quick Reference:

There is a lot to learn in the Infor Platform. A quick reference sheet is always helpful. Check out the IDM Cheat Sheet.

Topical Videos

Need information on a specific feature or function? Or how about a quick overview? Then short videos may be just what you are looking for. Check out our playlist on YouTube.

Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand guides, see the following:

Infor Document Management

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s online community today!

Courses

Infor U Campus offers learning tracks that combine video-based and instructor-led teaching. If you are an Infor customer, then check out courses on Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant Part 1
• Infor OS Platform: Foundation for Multi-Tenant Part 2
• Infor OS Platform: Configuring and Administering Infor Document Management

Overview

Infor Governance, Risk and Compliance (GRC) is the foundation of a secure and compliant business. Infor GRC is a comprehensive approach to managing the risks, compliance, and governance of an organization. It involves the implementation of policies and procedures that ensure that the organization is adhering to applicable laws and regulations, as well as taking the necessary steps to protect its assets and operations. GRC also involves the assessment of risks to the organization, the development of strategies to mitigate those risks, and the monitoring of compliance with applicable laws and regulations. By implementing effective GRC processes, organizations can ensure that they are taking the necessary steps to protect their assets, operations, and business interests. Here is an Overview of the Infor GRC Product.

Key Concepts & Definitions

Component Parts

What Risk does GRC Address?

Infor Governance, Risk and Compliance (GRC) is designed to address a variety of risks, including financial, operational, legal, and reputational risks. GRC helps organizations to identify, assess, and manage risks associated with their operations.

Infor GRC Capabilities

Infor Governance, Risk and Compliance (GRC) provides organizations with a range of capabilities, including risk assessment, policy management, compliance monitoring, and incident response. GRC helps organizations to identify and assess risks associated with their operations, develop strategies to mitigate those risks, and monitor compliance with applicable laws and regulations.

GRC Workspace

The Infor GRC Workspace is a centralized hub for accessing the various GRC tools and services. This page provides users with easy access to the GRC tools, resources, and support they need to implement and maintain a secure, compliant, and well-governed business.

• The Infor GRC User Library is a collection of resources and tools designed to help users get the most out of their GRC experience. This library provides users with access to a variety of GRC-related documents
• Infor Governance Risk and Compliance User Library

Want to learn more?

Written Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see this component’s documentation:

• Infor Governance Risk and Compliance User Library

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s online community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, check out courses on Infor U Campus. We recommend the following courses specifically for this component:

GRC: Governance, Risk and Compliance (GRC) Overview

Create a unified application topology using the integration hub in the Infor Platform.

Overview

Intelligent Open Network (ION) is part of Infor OS; the technology platform of Infor. Infor ION provides the flexibility you need to make an often-complex web of enterprise systems work together. ION contains an API Gateway for a full System Integration.

Key Concepts & Definitions

Before diving into building your workflows, the following table provides you with Workflow key concepts for better understanding each component of a Workflow.

Workflow Elements

Parameter Data Types

ION Connect

The main purpose of ION Connect is to deliver business documents from one place to another. With ION Connect you can establish connections between applications, both Infor applications and third-party applications.

You can configure ION Connect through the ION Desk. In ION Desk you can model document flows between applications. Such flows can represent a business process, but also more technical flows can be defined. For example, to map data from a third-party application to a standard business object document as used by an Infor application, you can also use filtering or content-based routing.

From the ION Desk, you can deploy your models to the ION Service by activating them. The ION Service will then make sure that documents are handled in accordance with your activated models. ION Desk also provides management screens to monitor the behaviour of the ION Service and to help in troubleshooting when needed.

Watch the video below for a full example of integration using ION Connect

Pass-through (Proxy)

The API Gateway receives requests from clients and delivers them to the proper target API. Clients know and invoke only one baseURL endpoint even if the target API can be different between the request and the response you can do other activities in the API Gateway for example applying policies for transforming or modifying the payload and the header of the request/response.

Orchestration

To reduce the complexity and management of invoking multiple different APIs, you can use the ION API Flow. Note that the ION API Flow is different compared to Document Flow and/or Data Flow, it is composed only of the ION API connection point plus decision components. You can define your own input parameters and output parameters and invoke multiple and different APIs, and the response of one API can be used as input for another API. After the design, you can deploy the ION API Flow that generates an endpoint in a dedicated API Suite (API Flow suite) that can be invoked by a client who provides one input and receives one output no matter the number of API calls done internally.

Hybrid

The ION API Gateway is a cloud-based service where you can host all public APIs and Infor products APIs. With the Hybrid service, we gave you the possibility to expose an internal API over the internet protected with the OAuth2 security. The only requirement is the Enterprise Connector which is the bridge between your internal API and the cloud

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Written Guides

Product documentation serves as the primary reference for understanding specific product functionalities. For online, searchable, and user-friendly resources, refer to the following documentation.

• Infor OS documentation
• Infor ION API Administration Guide
• API Gateway documentation
• BaaS documentation

Community

Collaborating with peers in your sector offers a valuable opportunity to learn and assist others. Dive into the Infor OS Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, then check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant – Part 1
• Infor OS Platform: Foundation for Multi-Tenant – Part 2
• Infor OS Platform: Configuring ION Connect
• Infor OS Platform: Configuring and Administering the API Gateway
• Infor OS Platform: Using Advanced Monitors and Workflows

Overview

The Infor OS Portal is an advanced application framework offering a unified user interface for integrated Infor ERP applications. Within this portal, the navigation panel gives users access to various elements, notably the navigation menu which showcases the ERP applications. Furthermore, the smart panel, a foldable tray, houses both contextual and non-contextual widgets. These widgets dynamically present content enhancing user efficiency.

To tailor their experience, users have the ability to customize Workspaces and create shortcuts to their most accessed application screens and widgets. Beyond this, the Infor OS Portal boasts a drill-back capability, facilitating seamless navigation between applications. Users can navigate from one application to another to track transactions, transfer data, and report updates.

Key Concepts & Definitions

Widget Types

Widget Catalog Types

Workspaces Types

Infor OS Portal Diagram

This diagram provides a detailed illustration of the diverse components that come together to shape the user experience. Each element plays a crucial role in ensuring a seamless and intuitive interaction for the user.

Want to learn more?

Written Guides

Product documentation serves as the primary reference for understanding specific product functionalities. For online, searchable, and user-friendly resources, refer to the Infor OS Portal documentation.

Community

Collaborating with peers in your sector offers a valuable opportunity to learn and assist others. Dive into the Infor OS Portal Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, check out courses on Infor U Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant – Part 1
• Infor OS Platform: Foundation for Multi-Tenant – Part 2
• Infor OS Platform: Administering Workspaces and Insights

RPA automates repetitive tasks and empowers your team to focus on what they do best.

Overview

Infor Robotic Process Automation (RPA) is a set of software components that provides the ability to automate business processes with the help of Bots to perform a sequence of meaningful activities that can mimic human behavior or perform other system activities.

Infor RPA also includes the cloud-based Multitenant component called the Mastermind, which orchestrates and allows the deployment of the workflow processes, configuration, scheduling, and monitoring capabilities.

Key Concepts and Definitions

Key Components

Workflow Elements

Want to learn more?

Written Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see our documentation portal.

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in the Infor RPA Communitytoday.

Courses

Infor U Campus offers learning tracks that combine video based and instructor-led training. If you are an Infor customer then check out courses on Infor U Campus.

Tutorials that help you leverage Infor's cloud security and user management capabilities.

Infor Cloud Identity & Access Management is where Infor User Management and access will be handled by IFS (Infor Federation Service) along with the Infor Federated Hub for the Authentication and Authorization of User Account Management. This component of the Infor Platform is utilized by those accessing the Infor Cloud from a browser based app, mobile app, or API.

An Overview of how Infor Federated Services (IFS) facilitates the management of users and permissions.

Key Concepts & Definitions

Component Parts

Single Sign On (SSO) Overview

User authentication process that authenticates the user for all the applications they have been given rights to and eliminates further password prompts.

Authentication and SSO details

• Infor OS in the cloud leverages Infor Security Token Service (InforSTS) as the identity provider used for authentication.
• Infor Federation Services (IFS) is the identity store, users requiring access to Infor OS Cloud must have a cloud identity account.
• InforSTS is a SAML 2.0 complaint identity provider.
• Infor applications existing in the Infor Multi Tenant cloud will be integrated with the Portal Federation Hub in order to achieve SSO. The Portal Federation Hub is the interface designed to allow authentication flows between applications and InforSTS. Once a user authenticates to the Infor Cloud portal they will have access to all other applications without being challenged for credentials due to the token supplied by the Portal Federation Hub to the user browser session.
• Infor Cloud is SP initiated SSO, user accesses the Infor Cloud portal and is redirected to the identity provider if authentication is required.

SSO Options

• Infor OS Cloud can be federated with other identity providers to allow for authentication and SSO from other sources, typically this would be done to grant customer accounts access to the Infor OS Cloud portal and eliminate the need to create and maintain cloud identity accounts for users.
• Federations can be created with any SAML 2.0 capable identity provider.
• Infor OS Cloud now supports Open ID Connect which relies on the OAuth 2.0 protocol for federations.
• Federating with identity providers provides flexibility for customers on the identity providers used and the identity stores used by those identity providers.
• ADFS SAML Federation with Infor CloudSuite
• Azure AD SAML Federation with Infor CloudSuite
• Azure AD OIDC Federation with Infor CloudSuite
• Google G-Suite SAML Federation with Infor CloudSuite
• Okta SAML Federation with Infor CloudSuite
• Okta OIDC Federation with Infor CloudSuite

Authorization and IFS Overview

• After authentication occurs access to the Infor OS portal requires authorization. This is handled by Infor Federation Services (IFS), this is Infor’s user management application.
• In order to be authorized a user must have an account within IFS.
• In order to access applications a user must have security roles assigned to their account. These security roles are defined by application and functions within the applications that exist within the Infor OS portal.
• Some applications rely solely on IFS for security purposes and some Cloudsuites have their own security in addition to IFS security roles. In order for a user to access these applications they would require the correct IFS security roles for the application and would need to have an account within the specific application in order to gain access and run features and functions.
• Access to the Infor OS portal requires authentication and authorization, both have equal importance when it comes to application security.

User Provisioning – Cloud

• Infor OS Cloud does not have the ability to bind to an Active Directory like the on-premise version.
• Users can be manually created within the IFS user management application. When a user is created, they will be sent an email asking them to verify their account and to create a password for that account.
• Other user provisioning options are manual import of user information from a CSV or XML file.
• SCIM can be used to publish or get user information between a SCIM capable application and Infor OS Cloud. Infor OS is SCIM 1.1 and 2.0 compliant. Infor OS Cloud has SCIM service only capability.
• If Infor OS Cloud is federated with another identity provider, then the requirement to have a user verify their account and create a password is not needed. The option to generate the verification email when users are added to IFS can be turned off.
• If Infor OS Cloud is federated with another identity provider, then there is an option to use Just In Time (JIT) to have user accounts created on demand.
• Users can also be provisioned to IFS via a Security User Master ( SUM ) BOD (Business Object document) generated from another application that has a user repository and supports BODs. Infor GHR is an example of a cloud application that generates a SUM BOD that IFS can consume for user provisioning purposes.

Authentication and Provisioning Flow

The Authentication and Provisioning flow diagram illustrates the configuration and flow of the Federation (Authentication) and User Provisioning (Authorization) to a Identity Provider using SCIM for user provisioning automation and maintenance.

SCIM User and Security Role Flow

The SCIM User and Security Role flow diagram illustrates how SCIM groups are used to assign security roles to IFS users using the Azure AD identity provider SCIM interface.

GHR CSV Integration Diagram

The GHR CSV Integration Diagram illustrates how user provisioning can be automated from the GHR application source of record to a customers corporate HR application system using a CSV file format.

GHR API Integration Diagram

The GHR API Integration Diagram illustrates how user provisioning can be automated from the GHR application source of record to a customers corporate HR application system using a API call.

Want to learn more?

Quick Reference

There is a lot to learn in the Infor Platform. A quick reference sheet is always helpful. Check out the IFS IAM User Management Cheat Sheet.

Topical videos

Need information on a specific feature, function, or a quick overview? Then short videos may be just what you are looking for. Check out our playlist on YouTube.

Written Guides

Product documentation is the go-to reference for how specific parts of the product work. For online, searchable, easy to understand docs see this component’s documentation:

• IFS User Management documentation.
• Security Roles specific to IFS User Management
• IFS Federated Security
• IFS User Management General Setting

Community

Collaborating with others in your industry is a great way to learn and help others. Start participating in this component’s online community today!

Courses

Infor U Campus offers learning tracks that combine video-based and instructor-led teaching. If you are an Infor customer, check out courses on Campus. We recommend the following courses specifically for this component:

• Infor OS Platform: Foundation for Multi-Tenant – Part 1
• Infor OS Platform: Foundation for Multi-Tenant – Part 2
• Infor OS Platform: Identity and Access management Fundamentals Workshop