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Setup various Connections

 

You will need to do the following steps to be able to communicate with M3. If you rater would like to see a video please have a look at this one Create M3 Connection

Prerequisite

Infor

Infor M3 BE version: 13.4 (Released June 2018 with ExportMI)

M3 REST API v2 endpoint enabled and published in ION

Infor ION Gateway accessible from internet. See Connection

Office

Please see the following document for Excel versions compatible with Vince Live:

Excel versions compatible with VXL Live

Browser

Google Chrome

Microsoft Edge (chromium)

Create a connection in M3

Create an Authorized App for Vince Live in Infor ION API. The system user selected has to have at least these three system roles

Create a connection in Vince Live

Please follow the below steps to create a connection b/w Infor M3 and Vince Live.

  1. Log into M3 and navigate to the Navigation menu.
  2. Click on "Infor ION API" and select "Authorized Apps" from the left side menu.
  3. In the right-side panel, under authorized apps, click on the "+" icon. Enter the app name and set the type to "Backend service."
  4. Copy and paste the app name in the description field for consistency.
  5. Keep the rest of the form values as default and click on "Save" to create the app.
  6. Next step is to create credentials for the authorized app to do that user have to click on the “Download credentials” button.
  7. In the dialog box, select “Create a service account” and in the full name text box enter the name of the person that you want to associate with this account. we recommend selecting the system user who has ordinary access to M3 and password policy that has not expired and certain IFS security rules are required for this user, and we can verify them by going to user management security roles screen.
  8. Verify necessary roles in the security roles screen and click on the "Download credentials" button.
  9. Log into the Vince Live where you want to create the connection and navigate to the hamburger menu in the top menu. Click on "Connection."
  10. In the connection screen, click on "New Connection."
  11. Enter name, alias, and short description. Select "M3" from the system dropdown as we are trying to create connection b/w Vince Live and M3.
  12. Choose "Use M3 user ID" and select "OAuth" as the authentication type.
  13. Browse and select the credentials file downloaded earlier in M3.
  14. Choose "https" as the protocol for security.
  15. Select the environment where this connection will be used and click on "Save."
  16. The newly created connection will be listed under the Connection Lists screen. To validate this connection, click on the ellipsis and select "Validate Connection". If the connection is valid, a success message will be displayed.
  17. Additionally, you can import APIs from M3 that are available in our environment by clicking on "Import APIs" in the ellipsis menu.
  18. In the Import APIs screen, select the program you want to import or click on "Advanced" to import all available APIs.
  19. Click on "Start Import" and confirm the bulk import of all APIs when prompted.

 

You are now ready to use the Vince Live app against your Infor M3 environment.

Note: Ensure all security roles and permissions are correctly set up for seamless integration and operation.

Setup for M3 On-Prem

Connection

Q&A Connect to M3

Q: V2 Api is not available as a M3 endpoint in ION?

A: V2 Api endpoints need to be available for VXL Live to work. If the customer does not have these endpoint available they need to contact Infor or ION partner for enablement of these endpoints

Q: What permissions is needed for the service account connected to Authorized app:

A: Roles in On-Prem ION can vary from environment to environment. Service account need permission to run as other M3 users. In cloud M3BE-ConfigAdmin gives this permission, but this is not available on prem.

In many customers environment M3BE-FndAdmin role has this access, but to make sure that the role has the right permissions customer can log into Infor ION Grid and check users and roles.

Q: I get response invalid user when testing Infor M3 API call?

A: Make sure that the user is created correctly in M3. As an example there can be issues with to long username, Infor OS IFS does not have any limitations but M3 has a limitation of max 10 character username.