Setting ION Desk document flows and connection points - HxGN EAM - Version 11.07.01 - Feature Briefs

HxGN EAM for Infor Document Management

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

To set document flows and connection points:

  1. Navigate to the ION desk.

    The files required for setting up ION Desk can be directly accessed from the EAM server.

  2. The path will be <protocol>://<server>/<filename>. The files names will be docflow-EAM_IDM_Integration.xml for Ming.le CE and docflow-EAM_IDM_Integration_Xi.xml for Ming.le Xi and connectionpoint-eam-forIDM.xml for both. Navigate to this URL (using the appropriate protocol and server address) and save the contents of the file on a local computer.

  3. In the ION Desk Menu, select Model > Connect and then click Document Flows.

  4. Click Import and choose the downloaded files.

  5. Click OK.

    If a popup opens indicating there are duplicate items, choose the "Merge additional documents" option and click OK.

  6. Click Connection Points and select eam.

  7. Click Import and choose the connectionpoint-eam-forIDM.xml file to be imported.

  8. Click OK.

    If a popup opens indicating there are duplicate items, choose the "Merge additional documents" option and click OK.

  9. On the Document Flows screen, activate the EAM_IDM_Integration document flow.

    Activating the document flow also activates both Connection Points.