![Does the user who clicked Approve have equal
or greater approval authority then the user who
received the email?
UANode_users[0]
UANode_authUsers[0]](https://image.slidesharecdn.com/ipa20161208-161212210149/85/Infor-Process-Automation-Technical-2016-12-08-7-320.jpg)
Uploaded byRichard Leigh Stout
Infor Process Automation - Technical - 2016-12-08
The document provides tips and solutions for developers and system administrators working with an IPA (Identity and Access Management) system, focusing on approval processes, inbasket configurations, and performance tuning. Key topics include ensuring users have appropriate approval authority, enhancing the visibility of effective dates in action requests, and optimizing data extracts. Additional guidance is provided on managing user roles and leveraging database utilities for improved performance.
Infor Process Automation - Technical - 2016-12-08
- 1. IPA for Developers andSystem Administrators Have a Stout with Stout & Stoltzfus
- 3.
- 4. Tip: Loop overa single User Action node for all approval levels
- 5. Approve by Email ToLogin or Not To Login?
- 7. Does the userwho clicked Approve have equal or greater approval authority then the user who received the email? UANode_users[0] UANode_authUsers[0]
- 8. Calculate Weekdays forEscalation
- 9. Nice Email! Transactiondetails in a table Work unit messages and history Attachments Data area and work unit number
- 10. PA52 Lookup fieldnumber from PERSACTYPE in PADICT Build html table dynamically
- 11.
- 12. Avoid Accidental Emailswhen Testing
- 13. Inbasket Configurations 13 • Problem: oHR Staff want to see the action request’s effective date from the list of work units in the Inbasket • Solution: o Add Effective Date from Action Request to the PfiQueueTask.InbasketWorkItemList view.
- 14. Where’s Configuration Console? It’s not available in an IPA product line with out-of-the-box configuration. Need to create/modify a role to include the GlobalUIConfigAccess_ST class assigned to the appropriate data area.
- 16. Wait Fifteen Minutes? Or,change the refresh interval
- 17. Inbasket Configurations 17 • EffectiveDateis a Workunit Variable
- 18.
- 19. Inbasket Configurations 19 • CreateDerived User Field
- 20. Inbasket Configurations 20 • AddField to List View
- 21. Inbasket Configurations 21 Approvers cannow view Effective Date
- 22. What else can Ido with the inbasket? 22
- 23. Approver Security Requirements LSF •Logan WF tables • RM: WFUser = 1 • Inquiry access to see transaction details Landmark • InbasketUser_ST role • Email address on Actor record • User record in IPA Tip: Program your flow to check security and make corrections
- 24.
- 26. Turbocharge Data Extracts Avoid the SQL Query node altogether – use database utilities sqlplus sqlcmd db2 Process large files with Perl, grep, etc
- 28. IPA Performance &Tuning 28 • New Bindings for IPA
- 29. IPA Performance &Tuning 29 • D
- 30. IPA Performance &Tuning 30
- 31. IPA Performance &Tuning 31
- 32.
- 33.
- 34.
Editor's Notes
- #3 These are hacks – depending on your version and environment configuration your mileage may vary – think about maintainability – just because you can do something doesn’t mean you should do something
- #5 Traditionally, a flow with six levels of approval had six UA nodes. Best practice: minimize UA nodes, use a variable to hold task/users assigned Makes it easier to change email notifications
- #6 Approve by Email is easy to enable but brings up process questions What if an approver forwards the email?
- #7 Edit System config, add property, restart Landmark
- #9 Remember to recalculate before each UA node
- #12 Change button styling
- #13 Or remove SMTP config altogether
- #16 This is done in GEN
- #27 Use Stored Procedures
- #34 Needs to be enabled Set pooling parameters Monitor under load Set Max Idle to largest number of connections in use simultaneously