Batch Update from IDM Utilities Tool

1

Finding the IDM Utilities Tool

To access the Batch Update function in IDM, navigate to the Control Center.

• Select the Tools tab → Click Utilities → Click Download.

This guide focuses specifically on the IDM Utilities' Bulk Import function.

2

Starting Up the Tool

There are two JAR files in the unzipped utilities package. The one to run does not have “sources” at the end.

The IDM Utilities tool can be run entirely from the command line, but a GUI is also available.

To launch the tool:

1. Navigate to the folder.
2. Type "cmd" in the folder address bar and press Enter (opens the command line in that folder).
3. Run the following command: java -jar <ExecutableJarFileName>.jar Example: java -jar Utilities-2022.08.00-47.20220728T090651Z.jar

3

Setting Up the IONAPI File

To connect IDM Utilities to your environment, generate an IONAPI file:

1. Navigate to Infor API Gateway → Click Authorized Apps.
2. Search for "IDM" (look for an API labeled "Backend Service").

3. Click on the API → Scroll to Download Credentials → Click Download.

4. Enable "Create Service Account", enter your name, and download the file.

4

Running the Tool

Using the previously mentioned JAR command, start the tool and upload the IONAPI file. The interface should resemble the following:

Select the Batch Update tab.

Important Notes:

1. The XQuery must not reference documents after they’ve been edited to avoid an infinite loop.
2. Thread and Batch Size are set to their default maximum values.
3. You can optionally set the ACL for the documents.
4. Additional arguments specify attributes to change, e.g.: MDS_Name "ABC" MDS_Status 20

5

(Optional) Generating XQuery

For those unfamiliar with XQueries, use the IDM XQuery Builder to create one.

1. Open IDM XQuery Builder within IDM.
2. Enter your search criteria.
3. Click "Enter Query Manually" to generate the XQuery.

Example Query:

/Simple_PO_Document[@Simple_PO_Status="For Approval"]

Command Line Arguments

To run IDM Utilities via command line, use:

Example Command:

 
java -jar <ExecutableJarFileName>.jar

Example:

 
java -jar Utilities-2022.08.00-47.20220728T090651Z.jar

6

Running the Batch Update

Once all arguments and the search query are set, batch processing begins. The screen will look like this: