Infor 10x Upgrades - Workoutloud Ciber v1… · • Tips & Tricks – Use the “Wait” node in...

Infor 10x Upgrades:Landmark/IPA Differences: Tips & Tricks!

3/14/2016 | 2 | ©2015 Ciber CONFIDENTIAL

Ciber’s Infor Practice at a Glance

Consultants have

15+Years Average

Experience

1,000Infor Customers

Globally

200+Global Consultants

2015

Infor

Partner of

the yearConsulting Hours

More than

3million

3,000+Infor Implementations

Deep Expertise Human Capital Management, Financials,

and Supply Chain Management Infor Expertise


Industry Experience

Mike LaCosse

Senior Delivery Manager: Infor Upgrades

• 18 + years of Lawson Software,

Upgrades, and Consulting

Experience

• Participated in Upgrade projects

as an Upgrade Specialist,

Developer, Technical Lead,

Installer, Project Manager,

Project Director, and Customer

Responsible for

delivery of Ciber

upgrade projects

Responsibility


Ciber’s 10x State of the Union

44

60

13

= Customers Ciber has upgraded to v10

= Ciber’s UpgradeX customers

= Upgrade project currently in progress


Coming up@

What Can You Do Now?

Landmark/IPA Technology Changes

• Infor Process Designer (IPD)

• Process Server Administrator

• ISS

• Federation

What can you do now?


What can you do now?

Training

• Review application differences

• Review User Interface changes

• Technology Differences

Leveraging Lawson

• What functionality would you like to better utilize?

• What tools can help your business?

Process Calibration

• Will process changes be a part of this upgrade project?

• What are your pain points?

• Where is the low hanging fruit?

Technical Development

• Inventory

• Development Strategy

• Modification Plan


Industry Experience

Rob Flannery

Principal Consultant/Landmark Strategist

• Specialized in v10 upgrades

and implementations (Talent

Management, IPA, etc.)

• Participated in upgrade and

implementation projects as a

Developer, Technical Lead,

Technical Manager and

Strategist

Technical Strategist

and Lead on various

Ciber projects

Responsibility


Infor Process Designer (IPD)

Development Tool


• Similarities to ProcessFlow Designer (PFI)– New “paint job”

– No longer bundled with Administrator and Scheduler

• Enhancements– New nodes

• FTP, Wait, For Each, JSON Builder/Parser/Converter

– Updated nodes

• SQL, Web Run, Web Service

– Debug functionality

– Improved error handling

Infor Process Designer


Infor Process Designer (IPD)

A query node

iteratively calls records

in the Employee table

looking for new hires

When a new hire is

found, an email is sent

to the employee

notifying them of

benefit eligibility

This node always

appears with a Query

node and indicates

that the query is

iterative

Connect nodes

using the the

“connect” tool



• Debugging– Process execution controls

– Log

– Breakpoints

– Runtime variable examination and modification




• Breakpoints– Act as a “stopping point” for ProcessFlow

– Designated at the node level



• Runtime variable examination and modification– Provides ability to view and modify runtime variables after the

process is paused at an activity node



• Error Handling– Tool used to redirect flows based on errors that occur during

processing

– Example

• This flow is redirected to send an email to the HR

Administrator if there is an error on the Read File node



• Tips & Tricks– Use the “Wait” node in your flows to suspend processing

– Work unit thread is released during wait period

– Practical Uses

• Waiting for files to become available

• Halt processing during a suspension period (i.e. weekends)

• Control the work unit queue


Process Server Administrator

Scheduling, User Setup and Maintenance


• Similarities to BPM.do (PFI)– Terminology & Concepts

• Services, tasks, work units, etc.

• Enhancements– All administrative functions (including scheduling) are in one

place

• Rich Client vs. Web UI

– Configuration Sets

– Scan Client is included

– Work unit logging and management

– Reporting



• Configuration Sets– User defined and delivered by the application

– Store connection information (JDBC, Lawson, etc.)

– Define global variables to be used in flows



• Work Unit Management



• Process Control– Log Levels

– Error Handling



• Tips & Tricks– Cross Reference Table

• Delivered table that can be used for mappings in flows

• Interfaces, Reports, etc.

• Managed through the Process Server Administrator



Workflow Approval and Request Management

Inbasket


Enhancements– Email approvals from outside of Infor!

– Tracking functionality (for requesters to see work unit status)

– Proxy functionality

– Management of work is much easier

Inbasket


Inbasket


Inbasket

• Proxy– Allows users to preform work on behalf of others

– Helpful when trying to delegate work or support employees who

may be on vacation

– Setup per task

• Optional: incorporate stop and start dates

Inbasket


Inbasket

• Inbasket Management– Sort and search on work items

– Export data directly to excel

Inbasket


Inbasket

• Tips and Tricks– Enable workflow approval via email in your flows

Inbasket

• Include buttons as

part of the email

content

• Note: Default

configuration sill

requires users to be

behind firewall/VPN


LSF and Landmark Architecture


LSF and Landmark Architecture

• LOGAN and IPA– LOGAN is no longer the “system of record” with IPA

– “WF” tables still exist in LOGAN

• Mostly empty and should not be referenced

– Most “WF” tables have a new corresponding “PFI” table in the

IPA database schema

• WFWORKUNIT = PFIWORKUNIT

• WFSERVICE = PFISERVICEDEFINITION

• Etc.


Infor Security Services & Federation


Infor Security Services (ISS) & Federation

• What is it?

• Managing a sync

• Primary Authenticating Service (PAS)

• Mass loading users



• What is it?– User provisioning tool for customers with federated Landmark

and LSF environments



• Managing a sync - Data– Roles

– Actors

– Services

– Domains

– Endpoints

– EndpointGroups

– Identities



• Managing a sync - Conflicts– Actor

• Id

• First/Last name

• Email

– Usually ignore all other conflicts



• Primary Authenticating Service (PAS)– When federated, customers will have single sign-on (SSO)

between Landmark and LSF applications

– A “Primary Authenticating Service” (PAS) will need to be picked

• LSF = SSOP

• Landmark = SSOPV2

– The PAS can be switched at any time



• Mass loading users– ISS does not have a “Mass Load” utility

– LSF

• loadusers

– Landmark

• secadm

– ISS

• List-based sync

Mike [email protected]

Rob Flannery

[email protected]

Mike [email protected]

Questions?


The Right Fit

What is right for you?

Technical Only Upgrade

Installed on Premise

Limited Consulting

NeededPhases

Process Improvement

CloudNeed a partner

to driveBig Bang

Thank you!

Infor 10x Upgrades - Workoutloud Ciber v1… · • Tips & Tricks – Use the “Wait” node in...

Documents

Transcript of Infor 10x Upgrades - Workoutloud Ciber v1… · • Tips & Tricks – Use the “Wait” node in...