1

Finding the IDM Utilities Tool

To access the File Import function in IDM:

1. Navigate to Control Center.
2. Select the Tools tab → Click Utilities → Click Download.

There is extensive documentation available, but this guide focuses on the Bulk Import function.

2

Starting the Tool

Inside the unzipped utilities package, you will find two JAR files. Use the one without “sources” in the filename.

The IDM Utilities tool can be run via the command line or GUI:

• Open the folder where the JAR file is located.
• In the folder address bar, type cmd and press Enter.
• Run the following command to start the tool:

 
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. Open Infor ION API.
2. Click on Authorized Apps.
3. In the search bar, type IDM and look for an API labeled "Backend Service".
4. Click on it, scroll down to Download Credentials, and click Download.
5. Enable Create Service Account, enter your name, and click Download.

4

Running the Tool

Use the JAR command from Step 2 to start the tool. After launching, upload the IONAPI file you generated.

Your screen should look like this:

Configuring the Import:

• File Import Tab → Select Document Type and define the Folder Path.
• Optional: Move processed files to a secondary location.
• The tool will create a folder called movedFiles in the same directory as the processed files.
• If files exist in movedFiles, they are moved to a new sub-folder "oldFiles_{timestamp}".
• Filename Attribute: Defines where the filename should be saved (e.g., MDS_ID).
• Attributes: Set metadata for the document during upload.

Command Line Arguments

You can also run the import directly from the command line using the following arguments:

Example Command:

 
java –jar <ExecutableJarFileName>.jar

Example:

 
java -jar Utilities-2022.08.00-47.20220728T090651Z.jar