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Post Provisioning a New Cloud Suite Distribution(CSD) Tenant#307ROB THAYERNSA – SENIOR TECHNICAL CONSULTANTROB.THAYER@NSACOM.COMANN LUCIANINSA – PROJECT MANAGERANN.LUCIANI@NSACOM.COM
Provision usersSetup a dataflowAssign security rolesLearn what needs to happen after a new CSD tenant has been setup by Infor.Everything you need to know to ensure things run smoothly.Configure IDMand more
POST PROVISIONINGWhat is it and what’s involved? Post provisioning is the setup and configuration of a tenant in theInfor cloud Post provisioning happens after Infor has handed the tenant to thecustomer and/or partner.Who’s responsible? Infor Cloud Services & DMFThe partnerThe client3rd Parties & Addons
WHAT IS POST PROVISIONING?It is a series of configuration steps required to render a tenant fully functional.Post Provisioning prepares your CSD & InforOS environment for: Training - YOURTENANT TRN Testing/Pre-Production - YOURTENANT TST Production - YOURTENANT PRD
POST PROVISIONING A CLOUD SUITE TENANTWhen and how often does Post Provisioning need to be done?When a new tenant is created.** With additional new tenants.Some of the preliminary setups such as Ming.le users may be exported from one tenantand imported to another.When a migration is completed from legacy data.When a Tenant is refreshedAfter monthly patches** There are some differences – For more information come see us at booth 2 & 3
WHO IS RESPONSIBLE FOR POST PROVISIONING?Infor Cloud Services & Data Migration Factory (DMF) Create Tenants Setup Endpoints Create connection points Migrate customer data
WHO IS RESPONSIBLE FOR POST PROVISIONING?The Partner The Partner will request some preliminary information. The Partner will post-provision the necessary elements to getthings started The Partner will provide an overview of the elements of theINFOR OS, Workflows, Ming.le user setup etc.
WHO IS RESPONSIBLE FOR POST PROVISIONING?The Client Administrator account and access information Enterprise Organization Structure (Accounting Entities) List of initial users – name, email address
WHO IS RESPONSIBLE FOR POST PROVISIONING?Third Parties & AddonsMay complete or work with a consulting partner later in the postprovisioning process of other 3rd party apps such as MITS.
POST PROVISIONING A CLOUD SUITE TENANTREMINDERPost Provisioning should be reviewed on a regular basis according tobusiness requirements and other changes.
PREREQUISITES Administrator account and access information Enterprise Organization Structure (Accounting Entities) Source Files (Provided in Infor KB 1887404) List of initial users – name, email address List of Printers From e-mail address e.g.: info@client.com
PREREQUISITESNSA Provides a User Decision and Setup Worksheet
PREREQUISITESAfter the agreement has been signed: Infor will send an email stating that the tenant isready to access. Details will be provided in that email on how toaccess the tenant: The signing user is required to sign in for the firsttime to provision his/her account. After the signing user activates his/her accountthey will receive an email with a link to the newtenant and instructions on how to access it. The signing user then adds a partneradministrative user to the tenantThe partner takes it from there.Administrator
SIT BACK/RELAX
ELEMENTS OF POST PROVISIONINGTENANT REVIEWNSA or your partner will verify the applications have been added and are accessible.
ELEMENTS OF POST PROVISIONINGTENANT REVIEWNSA or your partner will verify that application integration endpoints are setup.System Administrator Setup Application Integration Endpoint
ELEMENTS OF POST PROVISIONINGTENANT REVIEWNSA or your partner will make sure connection points have been properlyprovisioned (SX, DC, instance1 (Ming.le), Birst, IDM)ION Desk Connect Connection Points
ELEMENTS OF POST PROVISIONINGUsers and SecurityInforOS loginSecurity RolesAccounting EntitiesIFS IDDrillback ID
ELEMENTS OF POST PROVISIONINGUsers and SecurityUsers can be added manually User Management in InforOS
ELEMENTS OF POST PROVISIONINGUsers and SecurityUsers can also be imported: Using a csv or xml file import
ELEMENTS OF POST PROVISIONINGMing.le Document Flow For a brand-new client setup automatic provisioning can be used Automatic provisioning attempts to map Ming.le users and roles to CSD profiles upon firstlogin.What’s Required: An SX-Ming.le data flowThe rightAccountingBODRolein SAABN,enabled TheMing.leEntitySecurityappliedsyncto theusers login. The Accounting Entity BOD synchronized with Ming.le Users assigned to the appropriate Accounting Entities
ELEMENTS OF POST PROVISIONINGConfigure Monitors, workflows, activation policies, drillbacks and dataflowsacquired from source files (provided in Infor KB 1887404)
ELEMENTS OF POST PROVISIONINGConfigure/Verify Context andUtility Apps Add existing context apps to InforApplications Set permissions on context apps Add new context apps
ELEMENTS OF POST PROVISIONINGConfigure IDM Import IDM SX Configuration Import Standard SX form templates Change ACL to Public for templates Import Company Logo Configure Document management contextapp
ELEMENTS OF POST PROVISIONINGConfigure Enterprise Connector Download Infor Enterprise Connector Install local Amazon Coretto Install local MS SQL Server or Postgresql Install Enterprise Connector Configure tenant settings & credentials Setup connection points & dataflows to takeadvantage of Enterprise Connector
ELEMENTS OF POST PROVISIONINGConfigure Report Scheduler After a migration Report Scheduler isdisabled Move existing jobs to new queue RSSQ – Add, edit or disable new queues RSAS – Resume or pause Report Scheduler
ELEMENTS OF POST PROVISIONINGElastic search Run SARTERun SARTWSASTT - Validate/update Search (Autocomplete)Search (Global)Search (Links Setup)Search (Links)
ELEMENTS OF POST PROVISIONINGSAABN – Activate Remaining BODS
ELEMENTS OF POST PROVISIONINGDataLake Replication System Administrator Administration Administrator Options System Options Replicate to DataLake Enable Audit ProcessingLoad the Data Catalog object schemas in ION Desk – Schema files from KB 1887404Load the CSD DataLake ION Document FlowRun the initial load SA Administrator Birst Extraction Report
ELEMENTS OF POST PROVISIONINGConfigure PrintersGoogle Cloud Print Create a Google account, a service account and register your printerConfigure Google Print in IDMAdd new printer in SASP GCloudPrint device id Select IDM as your forms generator in AO & print format to 4**End of life Dec 31st, 2020
ELEMENTS OF POST PROVISIONINGConfigure PrintersEnterprise Printing Configure ION Enterprise ConnectorConfigure Enterprise Printing** Coming Summer 2020Print to Email Add new printer in SASP cloudprint info@client.com
ELEMENTS OF POST PROVISIONINGTrainingNSA can provide training for: User setup Modifying user properties Security roles Infor Document Management Printer setup Dataflows, monitors, workflows InforOS, CSD Navigation
POST PROVISIONINGQuestions?
POST PROVISIONINGTo get more information come and see us at booth 2 & 3 during the conference.
ADDITIONAL DOCUMENTATIONNSA – Bonus Materials: User Decision and Setup Worksheet Infor documentation on post-provisioning can be found in thefollowing document:Infor CloudSuite Distribution Configuration Guide(187 pages, constantly updated) Infor Concierge, Support Portal concierge.infor.comSearch for Infor CloudSuite Distribution Configuration Guide and choose the latest version.
KEY TAKEAWAYSKey Takeaways: Engage your partner What you need to provide your partner to ensure a smooth process Understand that there are different types of post-provisioning with different associated processesUnderstand the elements of post provisioning a new tenant
ROB THAYERS E N I O R B U S I N E S S C O N S U LTA N TP 516.240.6020 C 514,298.1306 F 516.240.6035rob.thayer@nsacom.comSessions:3/9 1:30pm373 Understanding Dataflows, Monitors and Workflows3/10 4:00pm307 Post Provisioning a New CSD TenantText “NSA2020” to 44222Receive Copies of Our PPT Decks 1 480-418-1411 (For International)
ANN LUCIANIPROJECT MANAGERP 516.240.6020 C 719.233.8052 F 516.240.6035ann.luciani@nsacom.com
You’ll discover just howeasy it is to become aCSD Superhero at theLIVE DEMOS being givenat our booth.STOP BY THENSA BOOTHto meet the team and claimthis limited quantity offer!Just complete the form inyour gold envelope.(20 oz Travel Mug)
provisioned (SX, DC, instance1 (Ming.le), Birst, IDM) ION Desk Connect Connection Points. ELEMENTS OF POST PROVISIONING Users and Security InforOS login Security Roles Accounting Entities . The right Ming.le Security Role applied to the users login. ELEMENTS OF POST PROVISIONING Configure Monitors, workflows, activation policies .
