IFS Administration & Configuration Guide

Security

Users

User

Batch Create Users

User Groups

Persons

Configure Active Directory User Integration

Lock Application Owner Account

Authentication configuration

Overview of authentication options

Configuring Azure AD

Configuring ADFS

Configuring the IFS Database Identity Provider

Configuring compatibility mode

Achieving SSO Behaviour

Check Request Limits

Permission Sets

Permission Set

Grant Permission Set to User

Presentation Object Grants

Presentation Objects

Permission Set Filters

Update Permission Sets

Security Checkpoints

Security Checkpoint Log

Security Checkpoint Configuration

Security Checkpoint Log

Segregation of Duties

Segregation of Duties Analysis

Functional Areas

Oracle Users

Oracle Profile

Keystores & Digital Signatures

User Interface

User Profiles

Manage User Profiles

User Profile - Output

Install Profiles using IFS Installer

Custom Objects

Application Configuration Packages

Develop Application Configuration Package

Export an Application Configuration Package

Install Application Configuration Packages

Validate Application Configuration Packages

Single Item Export

Single Item Import

Known Limitations

Application Configuration Package References

Custom Object Dependencies

Install Application Configuration Packages using IFS Installer

Publish Package Reference

How To Work with Application Configuration Packages

Application Configuration Packages Overview

Validation Status Reference

Administrate Custom Objects

Application Configuration Status Lobby

Custom Menus

Report Custom Menu Sample

PLSQL Block Custom Menu Sample

Quick Report Custom Menu Sample

External Program Custom Menu Sample

URL Custom Menu Sample

Custom Events

Conditional Fields

Custom Fields

Create Custom Field

Add/Edit Persistent Attributes

Add/Edit Read Only Attributes

Add/Edit Local Attributes

Information Cards

Create Information Cards

Add/Edit Read Only Attributes

Add/Edit Local Attributes

Custom Enumerations

Custom Logical Units

Create Custom Logical Unit

Alternate Key

Custom Pages

Synchronizing Custom Pages

Custom Tabs

Custom Object References

Technical Details

Advanced Administration

Custom Attributes

Exclude Logical Units from having Custom Fields

Known Limitations

Search Hints

Application Search

Configure Search Domains

Configure Search Domain Groups

Broadcast Messages

Object Connections

User Globals

Restricting Client Functionality

Device Specific Settings

Lobby

Page Overview

Page Designer

Data Source Designer

Element Designer

Configuring Counter Elements

Configuring List Elements

Configuring Matrix Elements

Configuring Links Elements

Configuring Web Elements

Configuring RSS Elements

Configuring Pie Chart Elements

Configuring Bar Chart Elements

Configuring Line Chart Elements

Configuring Radar Chart Elements

Configuring State Gauge Elements

Configuring Analog Gauge Elements

Configuring Text Elements

Configuring Image Elements

Configuring Video Elements

Configuring KPI Elements

Translation

Installation and Security

IFS Lobby Performance Guideline

My Start Pages

Streams

Troubleshooting

Admin Landing Page

Background Processing

Background Jobs

Background Jobs

Batch Queues Configuration

Database Processes

Database Tasks

Predefined Database Tasks

Application Server Tasks

Integration

IFS Connect - Integration Broker

Setup IFS Connect

Configure Transport Connectors

Configure the File Transport Connector

Configure the FTP Transport Connector

Configure the HTTP Transport Connector

Configure the JMS Transport Connector

Configure the Mail Transport Connector

Configure the REST Transport Connector

Configure the SFTP Transport Connector

General Connector Parameters

Configure Envelopes

Configure Message Queue

Configure Servers

Configure Task Templates

Configure Transformers

Routing Rules and Addresses

Application Messages

Application Message Statistics

Application Message Archive

Connect Reader Queue

Work Managers

IFS Connect Troubleshooting

IFS Connectivity

Setup IFS Connectivity

IFS Connectivity Inbox

IFS Connectivity Outbox

IFS Connectivity Technical Details

Events

Workflow Server Settings

PL/SQL Access Provider

PSO Integration

PSO Integration Datasets

PSO Integration Triggers

PSO Integration Configuration

PSO Integration Logs

Background Processing in IFS PSO Integration

PSO Integration Business Components

User Integration

IFS Applications Business Components

IFS Connect for Receiving e-Invoices

IFS Connect for Sending e-Invoices

IFS Connect Transformer for SEPA XML

How to Schedule Removal of SEPA Related Data

IFS Connect for Tax ID Validations

IFS Financial Connector

Functionality

Technology

External Customer Payment Interface

External Interface for Mixed Payment on File

External Files Interface

External Vouchers Interface

Payroll Interface

SMS Send Functionality for Escalation Handler

e-Invoice Performance

RIVA Integration (CCTI)

RIVA Installation Guide

RIVA Technical Guide

FSM Integration (FSMAPP)

Allowable Configuration for IFS Maintenix

Export and import configuration data

Set up requirements for Allowable Configuration engineering service partner

Set up actions for Allowable Configuration events

Set up access to document revisions for Allowable Configuration document classes

Enable permission for integration user in IFS Maintenix

Set up IFS Connect for Allowable Configuration integration with IFS Maintenix

Setting up the supported IFS Version in IFS Maintenix

Operational Reporting

Report Definitions

Report Formatters

Logical Printers

Print Jobs

Report Archive

Report Archive Documents

Report Rules

Report Substitution Fonts

Override Date Formats

PDF Inserts

Report Layout Templates

Report Site Texts

Emailing Reports

Routing Reports

Stream Notifications

Custom Fields in Reports

Print Agent Configuration

Report Distribution Groups

Overriding Printer Settings

Business Reporting & Analysis

Ad-Hoc Reporting

Quick Reports

Query Builder

Sceduled Quick Reports

SQL Server Reporting Services (SSRS) Reports

Usage of Fonts in Report Generator Layouts

Information Sources

Configure Information Sources

Configure Information Sources - Facts

Configure Information Source - Fact Dimensions

Information Sources Full Access

Configure Information Sources - Dimensions

Configure Information Sources - Dimensions

Information Source - Logging

Installation Log

Runtime Log

Data Mart Access

Manage Data Mart Sources

Special Data Mart Source Related Subjects

Data Mart Refresh Recommendations

Handling Incremental Load

Data Filter Parameters for Materialized Views

Custom Objects - Information Sources

Custom Attributes for Information Sources

Overview Custom Attributes for Information Sources

Source Relations for Facts

Source Relations for Dimensions

Custom Attributes for Facts

Custom Attributes for Dimensions

Custom Dimension Connections

Overview - Custom Dimension Connections

Examples - Custom Dimension Connections

Custom Dimension LoV

Overview - Custom Dimension LoV

Understanding LoV Functionality

Examples - Custom Dimension LoV

Quick Information Source Drafts

Overview

Quick Information Source

Quick Dimension

Quick Information Source Examples

IFS Analysis Models

Configure Incremental Data Mart Load

Analysis Models - Configure Materialized View Specific Data Mart Load

Analysis Models - Excel Dashboards

Analysis Models - Access Views

Analysis Models - Basic Data Configuration

Analysis Models - Data Volume Configuration

Analysis Models - Lookup Configuration

Analysis Models - Security Configuration

Analysis Models - Translation Configuration

IFS Business Reporter

Ideal usage of Business Reporter

Setup BR Client Navigator

Business Reporter - System Parameters

BR Execution Parameters

BR Execution Parameter Details

BR Execution Parameters - Example Usages

Tuning Advice

BR Report Level Execution Parameters

Global BR Parameters

BR Parameter Functions

Miscellaneous BR Configuration

BR Execution Server

BR Execution Server Admin Console

BA Execution Server Report Queue

BR Execution Server Monitoring Support

Business Reporting & Analysis - Services

Manage Business Reporting & Analysis Services

Business Reporting & Analysis - System Parameters

Manage User Permissions

Predefined Permssion Sets

Grant Access to Activities

Grant Access to an Information Source

General Access to Business Reporting & Analysis services

Access to IFS Business Reporter Reports

Example Usages of Predefined Permission Sets

KPI Services

Financials KPIs

Analysis Data Sources for Lobby

Security Administration

Performance Notes

Recommendations and Best Practices

Limitations and Assumptions

Debugging Techniques

Business Reporting & Analysis - Integrations

External Report Integration

External Report Integration Security Configuration

Security Overview

SSRS Security Configuration

Oracle and Domain User Mapping for SQL Server

Performance

SQL Server Named Instances

Published Reports

Dashboards

Business Cockpit Integration

External Access

Access Views

Creating and Managing Access Views

Access View Diagnostics

Power BI Integration

How to setup Power BI Integration

View Power BI Reports in Aurena Client

How to add Parameters to Filter Power BI Reports from Aurena

Permission and Security

Known Limitations

Information Access Layer

IAL Configuration

IAL Object Developer

Data Management

Replication

How To Set Up Replication

Window Descriptions

Overview - Replication Object Definition

Replication Object Definition

Select the logical unit's context

View Column Information

Master Configuration

Overview - Replication Groups

Replication Group

Replication Group Conditions

Replication Object Conditions

Replication LU Conditions

Replication View Conditions

Receivers

Replica Configuration

Overview - Receive Group

Receive Group

Receive Group

Replication Object Conditions

Replication LU Conditions

Replication View Conditions

Senders

Replication Database Object

Triggers/Packages

Triggers

Packages

Batch Queue Administration for Replication

Runtime Monitoring

Replication Event

Configuration Parameters

Replication Monitoring

Replication Log

Replication Statistics

Replication LU Conditions

Data Archiving

Data Archiving

Data Archiving Considerations

How to Setup Data Archiving

Data Archive Objects

Data Archive Orders

Restore Archived Data

Monitor Data Archive Log

Large Volume Media Archiving

How to set up Azure Blob Storage for Large Volume Media Archiving

How to set up Oracle File Storage for Large Volume Media Archiving

Testing and Administrating a Large Volume Media Archive

Archive Media Items Periodically

Troubleshooting errors in Large Volume Media Archiving

Data Migration

Migration Types

File Migration

Write Data to File

Create Table from File

File to Single LU

Create File Migration Job

Start Read From File

Start Write To File

Tips and Tricks for File Migration

Tips & Tricks - Server File Environment

Tips & Tricks - Write Data To File

Source Migration

Create Source Migration Job

Start Source Migration Job

Tips and Tricks for Source Migration

Data to multiple LUs

Excel Migration

Replication

Internal Replication

External Replication

Export/Import Migration Definition

Data Migration in Custom Objects

Migrate data into Custom Fields

Migrate data into Custom Logical Units

Migrate data into Persistent Custom References

Basic Data Requirements for Data Migration

References

Activity Descriptions

About Data Migration

Check Job Details

Check Job Details Out

Cleanup Job Details

Configure Rules

Copy Migration Jobs

Correct Problem in Source

Correct Problem in IFS

Dynamic Procedures

Create Migration Jobs

Create Migration Job

Generate Package

Generate Triggers

Define File Columns

Define Method List

Edit Input Defaults

Execute Job

Load File

Map Source Columns

Print Documentation

Query Source Columns

Select Replication Mode

Restart Job

Show Select Statement

Window Descriptions

Migration Job/Schedule Job

Single Execution

General Data for Data Migration

General Data for Data Migration/Conversion Lists

Migration Job

Migration Job/Source Mapping

Execution Plan

Migration Job/File Mapping

Migration Job/Formatting

Migration Job/Method List

Migration Job/Replication

Migration Job/Rules

Migration Job History

General Data for Data Migration/Pr User

Structure Replication

Execute Job

General Data for Data Migration/Default Rules

Migration Job Details

General Data for Data Migration/Group

Migration Jobs

Start Job/Details

Migration Jobs History

Define Method List

General Data for Data Migration/Procedures

Replication Objects

Replication Output Log

Structure Columns

Scheduled Migration Jobs

Query - Source Columns

General Data for Data Migration/User

Execute Job/Defaults

Replication Structure

Known Limitations

Process Descriptions

Create Source Migration Job

Create File Migration Job

Start Source Migration Job

Start Read From File

Start Write To File

Tips & Tricks

Connect Jobs

Conversion Lists

Error Messages and Debug Info

File to Table

Db-Links, JOINS

Conditions on Method Execution

Parse Variables Between Methods

Method List Proceduresp

Migration Utility Jobs

MonitorJob

Update Tables Directly

Print Documentation

Data Synchronization

Configure Hub

Configure Satellite

Satellite Site Configuration

Data Sync Process Settings

Additional Configurations

Tuning And Troubleshooting

Database Tasks

Data Sync Routing Configurations

Synchronization of Configurations

Patch Level Engine

Monitoring

Administrator Lobby

History

History Log

History Log Configuration

Application Monitoring

Application Monitoring Metrics (AMM)

Concepts

Metric & Service Groups

10. Database Tier - Access to Middle Tier

20. Database Tier - Locks

30. Database Tier - Invalid Objects

40. Database Tier - Caches

50. Database Tier - IFS Accounts

60. Middle Tier - Garbage Collection

70. Middle Tier - Threads

80. Middle Tier - Application Server

90. Middle Tier - Application Runtime

100. Middle Tier - PL/SQL Connection Pool

110. Middle Tier - Datasource Connection Pool

120. Middle Tier - Web Server Thread

130. Middle Tier - Access

135. Middle Tier - Login

140. Security - Certificate

150. User Interfaces - Application Search Domain

160. Background Processing - Batch Queue

170. Background Processing - Batch Processor

180. Integration - Connect

190. Integration - Connectivity

200. Integration - Triggers

210. Reporting - Print Agent

220. Reporting - Print Queue

230. Reporting - Crystal - Web Service

240. Reporting - Crystal - Communication to IFS database

250. Reporting - SSRS - Web Service

260. Reporting - SSRS - Access to IFS Applications

270. Licensing - IFS License

280. Mobility - Touch Apps - Database Service

290. Mobility - Touch Apps - Service

300. Mobility - Touch Apps - Connection to IFS Middle Tier

310. Documentation - Webservice Access

320. Concurrent logged on users

330. Report Generation

Command Line Interface (CLI)

Command Line Interface (CLI) - Help

Application Monitoring Console

Database Sessions

Monitor Server Alert Log

Server Alert Log Categories

Oracle Alert Log

IFS System Monitoring

Oracle Queues

Object Subscription

Object Subscription Logical Units

Object Subscription Overview

Troubleshooting

Data Synchronization Administrator Lobby

Localization

Import Language Files

Export Language Files

Used Languages

System Information and Utilities

Logical Units

Activate and deactivate rowkey

PL/SQL Package Code

Oracle Objects

Compile Invalid Oracle Objects

Manage Oracle Objects

Managing Oracle Indexes

In-Memory

Installed Components

Technical Environment Report

Refresh Server Cache

SQL Query Tool

Configuration Extractor

System Parameters

Licensing

Core Server

Middle Tier

IFS Middleware Server

Administration and Reconfiguration

Administration Console

Reconfiguration using IFS Installer

Administration scripts

Redirect old Web Links

Troubleshooting

IFS Application logging

Touch Apps

Administration

Applications

Failed Transactions

Deleted Failed Transactions

Ignored Failed Transactions

Create Scheduled Activation

Installed Apps/Devices

Explore Mobile User

User Administration

Mobile Framework Synchronization Guide

Troubleshooting Touch Apps

Configuration

Synchronization Rules

Ignored Error Types

Application Parameters

Entity Details

Document Classes

Background Processing

Grouped Push User Filter

Logs and Queues

Out Messages

Logs

Device Locations

Synchronized Entities

Synchronized Volume

Push Queue

Synchronization Tasks

Synchronization Traces

Scheduled Activations

Grouped Push Filter Map

Grouped Push Transaction Traces

Grouped Push Transaction Queue

Grouped Push Transaction Message

Touch Apps Server Administration

Login

Customer Portal

Usage Log

System Log

Downloads

App Device Approval Flow

Troubleshooting Push

Troubleshooting General

Touch Apps Business Components

Account Manager

CRM Companion

Notify Me

Create Configured Notification

Notify Me on Aurena Native

Time Tracker

Trip Tracker

Scan It

Scan It on Aurena Native

Documentation

Overview

Configuration

Search