m3clm 2024.x M3clmcgiosce Cloud En-Us

Infor M3 Customer LifeCycle
Management Configuration
Guide for Infor OS - Cloud
Edition
M3 CLM 2023.x Infor OS 12.x

Copyright © 2024 Infor
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Publication Information
Release: Infor M3 Customer Lifecycle Management 2024.x
Publication Date: March 25, 2024
Document code: m3clm_2024.x_m3clmcgiosce_cloud_en-us
Contents
Contents
About this guide..........................................................................................................................6

Contacting Infor.................................................................................................................................................6
Chapter 1: Requirements..............................................................................................................7
Required products.............................................................................................................................................7
Required information.........................................................................................................................................7
Chapter 2: Configuration checklist................................................................................................8
Chapter 3: Post-provisioning steps in M3 Customer Lifecycle Management.......................................9

Selecting an M3 company in Tenant Toolbox...................................................................................................9
Setting the application type in M3 Mobility Core Toolbox...............................................................................9
Configuring an organization unit in M3 Mobility Core Toolbox.......................................................................9
Importing users from M3 company.................................................................................................................10
Configuring BE data in Infor M3 Mobility Core Toolbox.................................................................................10
Importing M3 data for M3 CLM.........................................................................................................................10
Getting M3 H5 client URL.................................................................................................................................10
Configuring Template Customer in M3 Mobility Core Toolbox......................................................................10
Creating codes for Quotations in M3 Mobility Core Toolbox.........................................................................11
Configuring Standard Quotation in M3 Mobility Core Toolbox.....................................................................11
Getting the GRID URL.......................................................................................................................................11
Configuring Equipment Quotation in M3 Mobility Core Toolbox..................................................................11
Configuring After Sales Quotation in M3 Mobility Core Toolbox...................................................................12
Configuring Rental Quotation in M3 Mobility Core Toolbox..........................................................................12
Retrieving information from API Gateway in Infor Ming.le............................................................................12
Retrieving information from API Gateway in Infor OS....................................................................................12
Getting the server URL.....................................................................................................................................13
Configuring IDM in M3 Mobility Core Toolbox.................................................................................................13
Retrieving Client ID and API Gateway file for M3 CLM Mobile....................................................................13
Infor M3 Customer LifeCycle Management Configuration Guide for Infor OS - Cloud Edition | 3
Contents
Configuring Elasticsearch in M3 Mobility Core Tenant Toolbox....................................................................13

Configuring Standard Integration in M3 Mobility Core Toolbox....................................................................14
Signing in to M3 CLM........................................................................................................................................14
Signing in to M3 CLM Mobile............................................................................................................................14
Chapter 4: Getting started..........................................................................................................15
Determining the bootstrap administrator......................................................................................................15
Accessing your tenant cloud environment.....................................................................................................15
Verifying access to your applications within Infor Ming.le.............................................................................15
Verifying access to your applications within Infor OS Portal.........................................................................16
Chapter 5: Configuring security...................................................................................................17
Retrieving QR code for M3 CLM Mobile in Infor Ming.le..................................................................................17
Retrieving QR code for M3 CLM Mobile in Infor OS Portal..............................................................................17
Single Sign Out.................................................................................................................................................18
Chapter 6: Configuring access to M3 CLM through Infor Ming.le or Infor OS Portal...........................19
Users and roles.................................................................................................................................................19
Configuring user access to M3 CLM.................................................................................................................19
Configuring additional system administrator access to M3 CLM..................................................................20
Setting up roles................................................................................................................................................20
Setting up roles in Infor Ming.le or Infor OS Portal.....................................................................................20
Just-in-time provisioning of users...................................................................................................................20
Verifying user access........................................................................................................................................21
Setting up distribution groups....................................................................................................................21
Service accounts...........................................................................................................................................21
Verifying that M3 CLM runs in Infor Ming.le.................................................................................................21
Verifying that M3 CLM runs in Infor OS Portal.............................................................................................21
Chapter 7: Configuring M3 Customer Lifecycle Management..........................................................22
Chapter 8: Integrating Outlook to M3 CLM....................................................................................23

Configuring Outlook add-in integration.........................................................................................................23
Getting the endpoint URL............................................................................................................................23
Adding available CLM Outlook Addin API....................................................................................................23
Download the API Gateway file....................................................................................................................24
Getting the external URL..................................................................................................................................24
Creating applications in Azure AD...................................................................................................................24
Creating an application for mobile app......................................................................................................24
Contents
Creating an application for web..................................................................................................................25

Creating an application for Outlook add-in integration.............................................................................25
Granting permissions in Azure AD...............................................................................................................25
Enabling Outlook integration in M3 Mobility Core Toolbox...........................................................................27
Deploying CLM add-in to users........................................................................................................................27
Chapter 9: Integrating Data Lake.................................................................................................28
Configuring connection point..........................................................................................................................28
Configuring data flow.......................................................................................................................................28
Purging data in raw Data Lake.........................................................................................................................29
Purging data in reformatted Data Lake..........................................................................................................29
Chapter 10: Configuring Mobile Device Management.....................................................................30
Appendix A: Data Lake supported documents...............................................................................31
About this guide
About this guide
This guide provides information for the configuration and implementation of M3 Customer LifeCycle
Management (M3 CLM) in a multi-tenant cloud environment
Intended audience
This guide is intended for the system administrator or consultant who configures M3 CLM for use with Infor
OS in the cloud.
Contacting Infor
If you have questions about Infor products, go to Infor Concierge at https://
mingle-portal.us2.prd3.inforcloudsuite.com/v2/CONCIERGE_PRD and create a support incident.
For the latest documentation, go to Documentation Central at docs.infor.com. We recommend that you check
this website periodically for updated documentation. If you have comments about Infor documentation,
contact documentation@infor.com.
Requirements
Chapter 1: Requirements
Ensure that all requirements are met.
Required products
Ensure that you have system administrator access to these applications in the cloud:
• M3 Customer LifeCycle Management
• Infor OS applications
• M3 Mobility Core
Required information
Obtain this information from the Infor Cloud team before you begin the integration:
• Administrator account and access information for your hosted Infor environment
• Name of the M3 Customer LifeCycle Management instance or logical ID that is used to connect with Infor
ION.
• Tenant ID that is used to connect the application to Infor ION
• Enterprise organization structure, that is, accounting entities
• Location of content source files to be imported into ION, Infor Ming.le, or Infor OS Portal
Configuration checklist
Chapter 2: Configuration checklist
Follow this checklist to integrate the components in this CloudSuite::
Complete Task Reference

□ Understand the applications in the CloudSuite
and some related concepts.
□ Set up compatibility for your browser.
□ Configure security. Configuring security on page 17
□ Configure user access and roles: Configuring access to M3 CLM through
• Configure user access to your application Infor Ming.le or Infor OS Portal on page
in Infor Ming.le or Infor OS Portal. 19.
• Configure additional system administra-
tion access to your applications through
Infor Ming.le or Infor OS Portal.
• Set up roles in Infor Ming.le or Infor OS
Portal.
• Associate Infor Ming.le or Infor OS Portal
users and roles with users in other appli-
cations in the CloudSuite.
• Optionally, set up distribution groups.
□ Configure M3 CLM. Configuring M3 Customer Lifecycle
Management on page 22
□ Configure your application to work with Infor
Document Management.
Post-provisioning steps in M3 Customer Lifecycle Management
Chapter 3: Post-provisioning steps in M3 Customer

Lifecycle Management
Complete the post-provisioning tasks to configure M3.
Selecting an M3 company in Tenant Toolbox

To perform this procedure, ensure that you have M3MobCoreTenantToolbox-Administrator access. To check
you permissions, select IFS in Infor Ming.le. For Infor OS Portal, select Security.
If MFS is already configured, you can skip this topic.
See the M3 Company selection section in the Infor M3 Mobility Core Tenant Administration Guide Cloud Edition.
Setting the application type in M3 Mobility Core Toolbox

See how to set the application type in the Infor M3 Customer LifeCycle Management Administration Guide Cloud
Edition.
Configuring an organization unit in M3 Mobility Core

Toolbox
Note: You can skip this topic if MFS has been configured.
See the section about adding an organization sub unit in the Infor M3 Customer Lifecycle Management
Administration Guide Cloud Edition.
Importing users from M3 company

See how to import users from M3 company in Infor M3 Customer Lifecycle Management Administration Guide
Cloud Edition.
Configuring BE data in Infor M3 Mobility Core Toolbox

If MFS is already configured, you can skip this topic.
This configuration is used to load M3 data into the application.
See how to specify selection settings in the Infor M3 Customer LifeCycle Management Administration Guide
Cloud Edition.
Importing M3 data for M3 CLM

See how to start the import of data from M3 in the Infor M3 Customer Lifecycle Management Administration
Guide Cloud Edition.
Getting M3 H5 client URL

1 Select Infor M3 from the app menu.
2 Under Environment, copy the URL.
Configuring Template Customer in M3 Mobility Core

Toolbox
See Template customers section in Infor M3 Customer Lifecycle Management Administration Guide Cloud
Edition.
Creating codes for Quotations in M3 Mobility Core Toolbox

1 Using Toolbox, select Code Maintenance > Code.
2 Select Activity Type from Code Groups.
3 Click New.
4 Specify Standard Quotation as description.
5 Remove Global Code ID and click Save.
6 Repeat steps 3 to 5 to add these codes:
• Equipment Quote
• After Sales Quote
• Rental Quote
Configuring Standard Quotation in M3 Mobility Core

Toolbox
See how to configure standard quotation settings in Infor M3 Customer Lifecycle Management Administration
Getting the GRID URL

1 Select Infor M3 from the app menu.
2 Under Environment, copy the URL.
3 Open Notepad and paste the copied URL.
4 Remove mne from the URL.
5 Copy the new URL.
Note: You can use the GRID URL to configure Equipment, After sales, and Rental quotation.
Configuring Equipment Quotation in M3 Mobility Core

Toolbox
See how to configure equipment quotation settings in the Infor M3 Customer Lifecycle Management
Configuring After Sales Quotation in M3 Mobility Core

Toolbox
See how to configure after sales quotation settings in the Infor M3 Customer Lifecycle Management
Configuring Rental Quotation in M3 Mobility Core Toolbox

See how to configure rental quotation settings in the Infor M3 Customer Lifecycle Management Administration
Retrieving information from API Gateway in Infor Ming.le

You must retrieve this information from API Gateway to integrate Infor Document Management in M3 CLM:
1 Sign in to Infor Ming.le.
2 Click API Gateway.
3 Retrieve the IDM server URL.
a Click Available APIs.
b Click Infor Document Management.
c Open Rest API.
d Copy the Rest API endpoint, but remove the API.
Follow this format: <protocol>//<URL:PORT>/infor/IDM.
4 Retrieve the Secret key.

a Click Authorized Apps.
b Open M3 CLM.
c Click Download Credentials to download the Client ID and the Secret key.
Retrieving information from API Gateway in Infor OS

You must retrieve this information from API Gateway to integrate Infor Document Management in M3 CLM:
1 Sign in to Infor OS Portal.
2 Click API Gateway.
3 Retrieve the IDM server URL.
a Click Available APIs.

b Click Infor Document Management.
c Open Rest API.
d Copy the Rest API endpoint, but remove the API.
Follow this format: <protocol>//<URL:PORT>/infor/IDM.
4 Retrieve the Secret key.

a Click Authorized Apps.
b Open M3 CLM.
c Click Download Credentials to download the Client ID and the Secret key.
Getting the server URL

1 Select API Gateway > Available APIs.
2 Click Infor Document Management.
3 Copy the URL.
Configuring IDM in M3 Mobility Core Toolbox

This configuration is required to integrate Infor Document Management in M3 CLM.
See how to configure IDM settings for IDM with Infor OS support in the Infor M3 Customer LifeCycle Management
Retrieving Client ID and API Gateway file for M3 CLM Mobile

1 Using API Gateway, select Authorized Apps.
2 Open M3 CLM (Mobile - Others) and copy the Client ID.
3 Click Download Credentials.
Configuring Elasticsearch in M3 Mobility Core Tenant

Toolbox
See how to start Elasticsearch jobs in the Infor M3 Mobility Core Tenant Administration Guide Cloud Edition.
Configuring Standard Integration in M3 Mobility Core

Toolbox
For new setup environment, standard integration for all the tables is set to Disabled.
When upgrading or updating the setup environment, standard integration for all tables are set to Enabled if
initial load is done. Otherwise, it is set to Disabled. You can also update the status of each table.
See how to configure the standard integration of tables in Infor M3 Customer LifeCycle Management
Signing in to M3 CLM
See how to sign in to M3 CLM through Infor Ming.le or Infor OS Portal in Infor M3 Customer LifeCycle Management
User Guide for Web Cloud Edition.
Signing in to M3 CLM Mobile

See Signing in section in the Infor M3 Customer LifeCycle Management Mobile User Guide Cloud Edition.
Getting started
Chapter 4: Getting started
Ensure that all of these requirements are met before you start the configuration.
Determining the bootstrap administrator

Your tenant is delivered with a bootstrap administrator already assigned. The bootstrap administrator is the
only person who can initially access the tenant. This administrator performs the initial setup of the tenant,
including setting up access for other users.
Customers must designate one person as the bootstrap administrator. During the planning process, they
must provide the email address of the designated person to their Infor representative.
For business partners who are configuring an Infor hosted CloudSuite demo environment, the bootstrap
administrator is typically the person who made the initial request for the demo environment.
Accessing your tenant cloud environment

After the environment has been provisioned, Infor sends the bootstrap administrator an email that has this
text in the subject line: !SECURE! Infor Provisioning Notification. This email contains instructions for activating
your Infor Ming.le or Infor OS Portal user. It also includes the URLs to access the environments.
Follow the instructions in this email to complete these tasks:
• Run and validate your access to Infor Ming.le or Infor OS Portal using the instructions provided.
• Validate access through the provided URLs and verify that you are able to log in to all environments.
Verifying access to your applications within Infor Ming.le

After you sign in to the Infor Ming.le for the first time, ensure that you have system administrator access to
these applications in the cloud.
1 Under the User menu, verify that you can access the Admin Settings and Security menu options.
Getting started
2 Under the App menu, verify that you can access M3 CLM and Infor OS applications such as Infor Ming.le
or Infor OS Portal, ION, and Infor Document Management.
3 Verify that you can access the optional applications that you have licensed, such as M3 Mobility Core
Tenant Toolbox and M3 Mobility Core Toolbox.
Verifying access to your applications within Infor OS Portal

After you sign in to the Infor OS Portal for the first time, ensure that you have system administrator access to
these applications in the cloud.
1 Under the User menu, verify that you can access the Admin Settings and Security menu options.
2 Under the App menu, verify that you can access M3 CLM and Infor OS applications such as Infor Ming.le
or Infor OS Portal, ION, and Infor Document Management.
3 Verify that you can access the optional applications that you have licensed, such as M3 Mobility Core
Tenant Toolbox and M3 Mobility Core Toolbox.
Configuring security
Chapter 5: Configuring security
Single sign on allows users to use one set of credentials to log in to all Infor applications.
M3 CLM is set up for Single Sign On in Infor Ming.le or Infor OS Portal through the use of SAML authentication,
Microsoft AD FS, and Integrated Windows Authentication. This requires an environment where a Windows
domain trust between the client systems and the ADFS host is configured.
See the Infor CloudSuite Multi-tenant Trust Configuration Guide.
Retrieving QR code for M3 CLM Mobile in Infor Ming.le

1 Log on to Infor Ming.le.
2 Click the User Menu icon.
3 Select Mobile Apps. If the Mobile Apps option is not available, contact your system administrator.
4 Select the application. Your system administrator defines the name of the application that is shown on
this window.
5 Save the QR code.
Retrieving QR code for M3 CLM Mobile in Infor OS Portal

1 Log on to Infor OS Portal.
2 Click the User Menu icon.
3 Select Mobile Apps. If the Mobile Apps option is not available, contact your system administrator.
4 Select the application. Your system administrator defines the name of the application that is shown on
this window.
5 Save the QR code.
Configuring security
Single Sign Out

When a user signs out of a portal such as Infor Ming.le or Infor OS Portal, the user is automatically logged out
of all applications, context applications, and widgets that were opened by the user through the portal.
Configuring access to M3 CLM through Infor Ming.le or Infor OS Portal
Chapter 6: Configuring access to M3 CLM through Infor

Ming.le or Infor OS Portal
Users, roles, and person IDs are defined and shared among Infor Ming.le or Infor OS Portal and all of the other
applications that run through these portals.
Users and roles

Because Infor Ming.le or Infor OS Portal are the system of record for users, you must set up users in Infor
Ming.le or Infor OS Portal and then synchronize them with other applications in their portals. After the users
are synchronized with your application, you can continue the user setup in your application.
You can perform these user management tasks in Infor Ming.le or Infor OS Portal:
• Create users, including manual import of users
• Update users
• Delete or deactivate users
• Reset passwords
• Monitor recent user activity and mobile sessions
• Manage sessions
Configuring user access to M3 CLM

Caution: The Infor Cloud team configures the initial Infor Ming.le or Infor OS Portal system administration
user and its roles, as well as several other required accounts. We recommend that you do not change the
configuration of this initial system administrator or the other required accounts.
You must add other users in Infor Ming.le or Infor OS Portal before they can access your product through
these applications.
Configuring additional system administrator access to M3

CLM
The Infor Cloud team initially configures system administrator access for one user between Infor Ming.le or
Infor OS Portal and M3 CLM
Infor Ming.le or Infor OS Portal provides a default Infor-SystemAdministrator role that enables full access to
all products that are linked to Infor Ming.le or Infor OS Portal. M3 CLM has an Infor-SystemAdministrator group
or role that allows access to all M3 CLM screens. When a user who has the Infor-SystemAdministrator role in
Infor Ming.le or Infor OS Portal is synchronized to M3 CLM, that user automatically has access to all forms.
Setting up roles
M3 CLM has configurable security roles that are set up in the product and then sent to Infor Ming.le or Infor
OS Portal through the SecurityRoleMaster BOD. This BOD is defined at the tenant level.
Setting up roles in Infor Ming.le or Infor OS Portal

If your application has security roles defined in Infor Ming.le or Infor OS Portal, you can manage most role
assignments through these applications.
For instructions to set up and assign roles, see the administration information in Infor M3 Customer LifeCycle
Management Mobile User Guide.
Just-in-time provisioning of users

For some non-ERP applications that run in Infor Ming.le or Infor OS Portal, a user is not provisioned until the
first time the user access the application.
When the user logs in to Infor Ming.le or Infor OS Portal and opens an application, Infor Ming.le or Infor OS
Portal provides the login information of the user to that application. The application creates the user based
on the security role.
Verifying user access
Setting up distribution groups

Optionally, you can set up distribution groups in Infor Ming.le or Infor OS Portal for CloudSuite users who
require access to ION in order to view or update information or to troubleshoot errors.
See Infor Customer LifeCycle Management Mobile User Guide for more information.
Service accounts
The Service Accounts page of Infor Ming.le or Infor OS Portal shows accounts that have resource owner grants.
If your application makes API requests, you must have a resource owner grant in order to contact the Infor
Authorization Service. This service provides a token for API requests.
Verifying that M3 CLM runs in Infor Ming.le

1 Log in to Infor Ming.le as a user. The user must belong to a role that is defined in Infor Ming.le for M3 CLM.
2 From the Application menu, click the M3 CLM icon.
3 If Single Sign On is configured, select the appropriate configuration and click OK. The product session is
opened.
Verifying that M3 CLM runs in Infor OS Portal

1 Log in to Infor OS Portal as a user. The user must belong to a role that is defined in Infor OS Portal for M3
CLM.
2 From the Navigation menu, click the M3 CLM icon.
3 If Single Sign On is configured, select the appropriate configuration and click OK. The product session is
opened.
Configuring M3 Customer Lifecycle Management
Chapter 7: Configuring M3 Customer Lifecycle

Management
See how to configure M3 CLM in Infor M3 Customer LifeCycle Management Administration Guide Cloud Edition.
Integrating Outlook to M3 CLM
Chapter 8: Integrating Outlook to M3 CLM
Configuring Outlook add-in integration

To configure API Gateway for Outlook add-in integration, follow these procedures:
Getting the endpoint URL

1 Log in to Infor Ming.le or Infor OS Portal as an administrator.
2 Select API Gateway > Available API > Infor M3 Customer LifeCycle Management.
3 Select Endpoints.
4 Copy the Outlook Endpoint URL value from the M3 CLM Outlook Add-in row and paste the endpoint URL
value in Notepad.
Adding available CLM Outlook Addin API

1 Select API Gateway > Authorized Apps.
2 Click Add.
3 Specify this information:
Name
Specify CLM Outlook Addin.
Type
Select Web.
Description
Specify a short description about the addin.
Redirect URL
Specify the copied Outlook endpoint URL value and append /index.html.
Authorized JavaScript Origins

Specify the endpoint URL value.
Refresh Token Grant Lifetime

Specify 0.
4 Click Save.
Download the API Gateway file

1 Select API Gateway > Authorized Apps.
2 Select CLM Outlook Addin.
3 Click Download credentials. Remember where the downloaded file is saved.
Getting the external URL

1 Using the Tenant Toolbox, select System configuration > Outlook settings.
2 Copy the URL value from External URL to Notepad.
Note: The External URL value is the M3 CLM Web redirect URL value in M3 CLM Web registered application.
3 Append /clm-web/ in the URL value.
Creating applications in Azure AD

Only an Azure administrator can perform these tasks. Before proceeding, ensure that you have a copy of the
endpoint and external URLs from the previous procedures.
Note: The current interface presented in these procedures may differ from the actual Microsoft Azure Portal
Interface. This happens because the Microsoft Azure Portal interface undergoes interface changes from time
to time.
Creating an application for mobile app

1 Log in as an administrator in Microsoft Azure.
2 From the menu, select Azure Active Directory > App registrations.
3 Click New application registration.
4 Specify Infor CLM Mobile.
5 Select Native.
6 In Redirect URI, specify https://localhost.
7 Click Create.
8 Double-click the display name of the newly-created mobile application.
Take note of the Application ID. The Application ID is used when configuring Office 365 in M3 Mobility
Core Toolbox.
Creating an application for web

3 Click New application registration.
4 Specify Infor CLM Web.
5 Select Web app/API.
6 In Redirect URI, specify the external URL and append /clm-web/.
7 Click Create.
8 Double-click the display name of the newly-created web application.
9 Click Manifest.
10 Set oauth2AllowIdTokenImplicitFlow to True.
11 Set oauth2AllowImplicitFlow to True.
12 ClickSave.
Take note of the Application ID. The Application ID is used when configuring Office 365 in M3 Mobility
Core Toolbox.
Creating an application for Outlook add-in integration

3 Change the filtering to All apps.
4 Open Infor CLM Web.
5 Click Redirect URIs.
6 In Redirect URI (Web), specify the Endpoint URL and append /index.html.
Granting permissions in Azure AD

Perform these steps to set the permissions that enable the integration of M3 CLM activities, calendars, and
contacts to Office 365.
Granting permissions for M3 CLM Web

3 Double-click Infor CLM Web.
4 On Manage tab, open API Permissions.
5 Click Add a permission.
6 Select Microsoft Graph.
7 In the Delegated Permissions section, select these permissions:
Calendars Read and write user and shared calendars

Contacts Read and write user and shared contacts
Mail Read user mail
User Sign in and read user profile
8 Click Add permission.

9 Click Grant admin consent.
10 Select Yes.
Granting permissions for M3 CLM Mobile

3 Double-click Infor CLM Mobile.
4 On Manage tab, open API Permissions.
5 Click Add a permission.
6 Select Microsoft Graph.
7 In the Delegated Permissions section, select these permissions:
Calendars Read and write user and shared calendars

Contacts Read and write user and shared contacts
User Sign in and read user profile
8 Click Add permission.

9 Click Grant admin consent.
10 Select Yes.
Forward the Tenant ID and Application ID for M3 CLM Web and Mobile to the M3 Mobility Core administrator.
Enabling Outlook integration in M3 Mobility Core Toolbox

The user must have M3MobilityCore-Administrator access in Security.
To set the email application, enable CLM Outlook integration, and generate manifest, see Infor Mobility Core
Tenant Administration Guide.
Deploying CLM add-in to users

This procedure must be performed by an Azure administrator.
1 Log in as an administrator in Microsoft 365 Admin Center.
2 From the left panel, click Show All.
3 Expand Settings.
4 Click Add-ins.
5 Click Deploy Add-in.
6 Click Next.
7 Select Upload custom apps (Deploy a custom add-in).
8 Select I have the manifest file in this device.
9 Click Choose File.
10 Click Upload and select the manifest.xml file.
11 Select Users.
12 Select Deployment method.
13 Click Deploy.
Note: Display of CLM addin to MS-Outlook clients usually takes 12 to 24 hours.
Integrating Data Lake
Chapter 9: Integrating Data Lake
Data Lake is a tool used to publish M3 CLM data to Infor Birst. Infor Birst uses the published data for analytics.
Configuring connection point

1 Launch ION.
2 Select Connect > Connection points.
3 Open m3mobcore-toolbox value.
4 Click Refresh.
5 Click Save.
Configuring data flow

1 Launch ION.
2 Select Connect > Data Flows .
3 Click Add+ and select Data Lake Flow.
4 Specify the workflow name.
5 Drag Application to the working area.
6 Under Application Activity properties, update the name to MobilityCore.
7 Click + and select m3mobcore-toolbox.
8 Click OK.
9 Click the document icon beside MobilityCore application
10 Select all the document entries that starts with M3_MOBCORE.
Note: Do not include BOD documents. For full list of supported documents, see Data Lake supported
documents on page 31.
11 Drag Ingest connection point to the working area.
12 Under Ingest to Data Lake activity, specify the Properties Name.
13 Click Save.
14 Click Activate.
Integrating Data Lake
Purging data in raw Data Lake

1 Launch Data Fabric.
2 Select Data Lake > Purge.
3 Select Purge by Filter.
4 Specify this information:
Data Range From
Select a date when the data object is first replicated.
Date Range To
Select the date when the purge is being done.
Data Objects
Select all the data objects to be purged.
Logical IDs
Select the logical ID.
5 Run Purge.
Purging data in reformatted Data Lake

1 Launch Data Fabric.
2 Select Data Lake > Compass.
3 Run these commands for every data object to be purged. Notice that false parameter is run
initially,followed by true parameter.
• EXEC INFOR.CLEAR_TABLE('data object name', 'false')
• EXEC INFOR.CLEAR_TABLE('data object name', 'true')
Configuring Mobile Device Management
Chapter 10: Configuring Mobile Device Management
M3 CLM mobile application are deployed with mainstream Mobile Device Management (MDM) providers in
accordance with the standard approach to app configuration and management of the AppConfig Community.
Instead of asking each Sales Person to scan or manually upload a QR code, the application configuration is
set at deployment on the mobile device.
Data Lake supported documents
Appendix A: Data Lake supported documents
Data catalog schema Mobility Core table

M3_MOBCORE_ACCOUNT Account
M3_MOBCORE_ACCOUNT_BUSINESS_AREA AccountBusinessArea
M3_MOBCORE_ACCOUNT_BUSINESS_AREA_RESPONSIBLE AccountBusinessAreaResponsible
M3_MOBCORE_ACCOUNT_COMPETITOR AccountCompetitor
M3_MOBCORE_ACCOUNT_EXTENDED AccountExtended
M3_MOBCORE_ACCOUNT_OWNER AccountOwner
M3_MOBCORE_ACCOUNT_USER_DEFINED AccountUserDefined
M3_MOBCORE_ACTIVITY Activity
M3_MOBCORE_ACTIVITY_DETAILS ActivityHistoryDetails
M3_MOBCORE_ACTIVITY_HISTORY ActivityHistory
M3_MOBCORE_ACTIVITY_OWNER ActivityOwner
M3_MOBCORE_BUSINESS_CHAIN BusinessChain
M3_MOBCORE_BUSINESS_CHAIN_MEMBER BusinessChainMember
M3_MOBCORE_CAMPAIGN Campaign
M3_MOBCORE_CAMPAIGN_OWNER CampaignOwner
M3_MOBCORE_CAMPAIGN_PART CampaignPart
M3_MOBCORE_CAMPAIGN_PART_OWNER CampaignPartOwner
M3_MOBCORE_CAMPAIGN_PART_TYPE CampaignPartType
M3_MOBCORE_CAMPAIGN_TARGET_GROUP CampaignTargetGroup
M3_MOBCORE_CODE Code
M3_MOBCORE_CODE_DESCRIPTION CodeDescription
M3_MOBCORE_CODE_GROUP CodeGroup
M3_MOBCORE_CODE_GROUP_DESCRIPTION CodeGroupDescription
M3_MOBCORE_COMPETITOR Competitor

M3_MOBCORE_COMPETITOR_CODE CompetitorCode
M3_MOBCORE_COMPETITOR_CODE_DESCRIPTION CompetitorCodeDescription
M3_MOBCORE_COMPETITOR_CODE_GROUP CompetitorCodeGroup
M3_MOBCORE_COMPETITOR_CODE_GROUP_DESCRIPTION CompetitorCodeGroupDescription
M3_MOBCORE_COMPETITOR_OWNER CompetitorOwner
M3_MOBCORE_CONTACT Contact
M3_MOBCORE_CONTACT_CODE ContactCode
M3_MOBCORE_CONTACT_CODE_GROUP ContactCodeGroup
M3_MOBCORE_CONTACT_CODE_GROUP_DESCRIPTION ContactCodeGroupDescription
M3_MOBCORE_CONTACT_EXTENDED ContactExtended
M3_MOBCORE_CONTACT_HISTORY ContactHistory
M3_MOBCORE_CONTACT_HISTORY_DETAILS ContactHistoryDetails
M3_MOBCORE_CRM_USER CRMUser
M3_MOBCORE_CURRENCY_RATE CurrencyRate
M3_MOBCORE_DB_DESCRIPTION_COLUMN DBdescriptionColumn
M3_MOBCORE_DB_DESCRIPTION_COLUMN_DESCRIPTION DBdescriptionColumnDescription
M3_MOBCORE_DB_DESCRIPTION_TABLE DBdescriptionTable
M3_MOBCORE_DB_DESCRIPTION_TABLE_DESCRIPTION DBdescriptionTableDescription
M3_MOBCORE_DIVISION Division
M3_MOBCORE_EQUIPMENT Equipment
M3_MOBCORE_EQUIPMENT_GROUP EquipmentGroup
M3_MOBCORE_EQUIPMENT_CLASS EquipmentClass
M3_MOBCORE_EQUIPMENT_SERVICE_HISTORY EquipmentServiceHistory
M3_MOBCORE_FACILITY Facility
M3_MOBCORE_GENERAL_OBJECT GeneralObject
M3_MOBCORE_GENERAL_OBJECT_CODE GeneralObjectCode
M3_MOBCORE_GENERAL_OBJECT_CODE_DESCRIPTION GeneralObjectCodeDescription
M3_MOBCORE_GENERAL_OBJECT_HISTORY GeneralObjectHistory
M3_MOBCORE_GENERAL_OBJECT_HISTORY_DETAILS GeneralObjectHistoryDetails
M3_MOBCORE_GENERAL_OBJECT_OWNER GeneralObjectOwner
M3_MOBCORE_ISSUE Issue

M3_MOBCORE_ISSUE_EXTENDED IssueExtended
M3_MOBCORE_ISSUE_HISTORY IssueHistory
M3_MOBCORE_ISSUE_HISTORY_DETAILS IssueHistoryDetails
M3_MOBCORE_ISSUE_OWNER IssueOwner
M3_MOBCORE_ISSUE_PROCESS_STEP IssueProcessStep
M3_MOBCORE_ISSUE_RESOLUTION IssueResolution
M3_MOBCORE_LANGUAGE Language
M3_MOBCORE_MCO_QUOTE_HEADER MCOQuoteHeader
M3_MOBCORE_MCO_QUOTE_INFO MCOQuoteInfo
M3_MOBCORE_MCO_QUOTE_LINE MCOQuoteLine
M3_MOBCORE_ORGANISATION_UNIT OrganisationUnit
M3_MOBCORE_OPPORTUNITY Opportunity
M3_MOBCORE_OPPORTUNITY_EXTENDED OpportunityExtended
M3_MOBCORE_OPPORTUNITY_HISTORY OpportunityHistory
M3_MOBCORE_OPPORTUNITY_HISTORY_DETAILS OpportunityHistoryDetails
M3_MOBCORE_OPPORTUNITY_NOTEBOOK OpportunityNotebook
M3_MOBCORE_OPPORTUNITY_OWNER OpportunityOwner
M3_MOBCORE_OPPORTUNITY_PRODUCT OpportunityProduct
M3_MOBCORE_OPPORTUNITY_PRODUCT_COMPETITOR OpportunityProductCompetitor
M3_MOBCORE_OPPORTUNITY_SHARE OpportunityShare
M3_MOBCORE_PROJECT Project
M3_MOBCORE_PROJECT_EXTENDED ProjectExtended
M3_MOBCORE_PROJECT_HISTORY ProjectHistory
M3_MOBCORE_PROJECT_HISTORY_DETAILS ProjectHistoryDetails
M3_MOBCORE_PROJECT_OWNER ProjectOwner
M3_MOBCORE_QUOTE_HEADER QuoteHeader
M3_MOBCORE_QUOTE_LINE QuoteLine
M3_MOBCORE_QUOTE_LINE_COMPETITOR QuoteLineCompetitor
M3_MOBCORE_QUOTE_LINE_CONFIGURATION QuoteLineConfiguration
M3_MOBCORE_QUOTE_LINE_TRADE_IN QuoteLineTradeIn
M3_MOBCORE_REL_ACCOUNT_GENERAL_OBJECT RelAccountGeneralObject

M3_MOBCORE_REL_ACCOUNT_ADDRESS_ISSUE relAccountAddressIssue
M3_MOBCORE_REL_ACTIVITY_CONTACT relActivity Contact
M3_MOBCORE_REL_ACTIVITY_GENERAL_OBJECT relActivityGeneralObject
M3_MOBCORE_REL_ACTIVITY_ISSUE relActivityIssue
M3_MOBCORE_REL_ACTIVITY_OPPORTUNITY RelActivityOpportunity
M3_MOBCORE_REL_CONTACT_ACCOUNT relContactAccount
M3_MOBCORE_REL_CONTACT_CODE relContactCode
M3_MOBCORE_REL_OPPORTUNITY_CONTACT relOpportunityContact
M3_MOBCORE_REL_OPPORTUNITY_GENERAL_OBJECT RelOpportunityGeneralObject
M3_MOBCORE_REL_PROJECT_CONTACT RelProjectContact
M3_MOBCORE_REL_PROJECT_GENERAL_OBJECT RelProjectGeneralObject
M3_MOBCORE_REL_ROLE_CRM_USER RelRoleCRMUser
M3_MOBCORE_ROLE Role
M3_MOBCORE_SALES_TEAM SalesTeam
M3_MOBCORE_SALES_TEAM_CRM_USER SalesTeamCRMUser
M3_MOBCORE_SALES_TEAM_RESPONSIBLE SalesTeamResponsible
M3_MOBCORE_SERVICE_FACILITY ServiceFacility
M3_MOBCORE_STRING_GENERIC StringGeneric
M3_MOBCORE_STRING_GENERIC_DESCRIPTION StringGenericDescription
M3_MOBCORE_STRING_TABLE StringTable
M3_MOBCORE_STRING_TABLE_DESCRIPTION StringTableDescription

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Infor M3 Customer LifeCycle

M3 CLM 2023.x Infor OS 12.x

About this guide..........................................................................................................................6

Chapter 3: Post-provisioning steps in M3 Customer Lifecycle Management.......................................9

Configuring Elasticsearch in M3 Mobility Core Tenant Toolbox....................................................................13

Chapter 8: Integrating Outlook to M3 CLM....................................................................................23

Creating an application for web..................................................................................................................25

Appendix A: Data Lake supported documents...............................................................................31

About this guide

Ensure that all requirements are met.

Chapter 2: Configuration checklist

Follow this checklist to integrate the components in this CloudSuite::

Complete Task Reference

Chapter 3: Post-provisioning steps in M3 Customer

Complete the post-provisioning tasks to configure M3.

Selecting an M3 company in Tenant Toolbox

Setting the application type in M3 Mobility Core Toolbox

Configuring an organization unit in M3 Mobility Core

Importing users from M3 company

Configuring BE data in Infor M3 Mobility Core Toolbox

Importing M3 data for M3 CLM

Getting M3 H5 client URL

Configuring Template Customer in M3 Mobility Core

Creating codes for Quotations in M3 Mobility Core Toolbox

Configuring Standard Quotation in M3 Mobility Core

Getting the GRID URL

Configuring Equipment Quotation in M3 Mobility Core

Configuring After Sales Quotation in M3 Mobility Core

Configuring Rental Quotation in M3 Mobility Core Toolbox

Retrieving information from API Gateway in Infor Ming.le

4 Retrieve the Secret key.

Retrieving information from API Gateway in Infor OS

a Click Available APIs.

4 Retrieve the Secret key.

Getting the server URL

Configuring IDM in M3 Mobility Core Toolbox

Retrieving Client ID and API Gateway file for M3 CLM Mobile

Configuring Elasticsearch in M3 Mobility Core Tenant

Configuring Standard Integration in M3 Mobility Core

Signing in to M3 CLM Mobile

Chapter 4: Getting started

Determining the bootstrap administrator

Accessing your tenant cloud environment

Verifying access to your applications within Infor Ming.le

Verifying access to your applications within Infor OS Portal

Chapter 5: Configuring security

Retrieving QR code for M3 CLM Mobile in Infor Ming.le

Retrieving QR code for M3 CLM Mobile in Infor OS Portal

Single Sign Out

Chapter 6: Configuring access to M3 CLM through Infor

Users and roles

Configuring user access to M3 CLM

Configuring additional system administrator access to M3

Setting up roles in Infor Ming.le or Infor OS Portal

Just-in-time provisioning of users

Verifying user access

Setting up distribution groups

Verifying that M3 CLM runs in Infor Ming.le

Verifying that M3 CLM runs in Infor OS Portal