Smart Office Improved support for ADFS 3.0 – information to SDK developers

If you have implemented a feature or SDK application that requests the credentials from the user context when calling services the include-domain-with-user parameter must be true in order to function properly with an environment using ADFS 3.0.

If the user logs in to Smart Office as user@domain or domain\user setting the parameter true ensures that the domain is included in the user name.

If you’re using the MangoHttpClient class for doing REST calls it’s already handled for you so no changes are necessary. The ADFS 3.0 support was introduced in Smart Office 10.2.10.88 (HF12) released in March 4th 2016.

It may be necessary for a ISO feature/application to change one argument when requesting credentials from the Smart Office user context in order to support ADFS 3.0. The parameter includeDomainWithUser should be set to true. This will return the user name including the domain, if the user logged on to Smart Office with a domain, otherwise it will only return the user name.

Existing code that looks like this:

ApplicationServices.UserContext.RequestCredentials(out username, out password);
ApplicationServices.UserContext.RequestCredentials(out username, out password, false);

Should be changed to set includeDomainWithUser argument to true:
ApplicationServices.UserContext.RequestCredentials(out username, out password, true);

There is also a new LDAP Setting described in the Administration Guide (p. 267) ”Add domain after authentication” that you should be aware of.

This setting is used in scenarios where some applications such as IDM requires a domain but the Smart Office server does not require one. When the setting is enabled, a user may log-on without a domain to Smart Office and still be authenticated with domain for the application.

Settings values:
No = Not enabled
Yes (user@domain) = Enabled with the username format “User Principal Name”.
Yes (domain\user) = Enabled with the user nameformat “Down-Level Logon Name”.

M3 Search Examples

M3 has created a Knowledge base article on the search syntax for Search in M3 13.3 and 13.4. M3 Infor Enterprise Search is a great tool which can greatly improve your workflow when used in the way it has been designed to work.

Depending on how you are using Enterprise Search (IES) today, you might have encountered a few instances where it has not retrieved the desired result.

This can in many cases be addressed by altering your search query to be better suited for the Lucene Search Engine which IES is built upon.

In this blog post I’ll do a quick overview of some of the queries from the examples in the Knowledge based article as a introduction but I recommend you to read the full article as it contains even more examples. I just wanted to take some of the material and the references so that it is easier to find if you search for tips on this blog, which I know a lot of our readers do.

Please note that if you are new to Enterprise Search there are  available courses and How-to videos at the Sales Portal and the Infor Campus.

Simple search

This is the simplest form of search with entry of full words. Note that search is always case insensitive. Searching for cheese would give you the following result:
cheese

You can enter multiple words in the search field but those values have to be displayed in the list. The default behaviour when using multiple words in search is applying AND for all words. This means that they have to exist in one or more columns. Using OR means one of them must exist in one of the columns which will result on more hits. Use parentheses to combine blocks of AND and OR. Use wild card to enter the first part of a word. Or a ‘?’ to replace a single character. Note that you can’t replace blank space.

cheese2

Examples:
cheese OR juice
cheese OR (juice 011215) - Combine with ()
chee* - starts with chee
chee*jui?e - ? replace a single character

To limit the search to a specific column, right click on the column and select ‘Add to search’. It will add a column prefix to the search.

addtosearch


ITDS:Cheese

Dates and numeric values are entered in the same date format as the user has in MNS150, the user master. Dates can be entered with 6 or 8 digits.

Advanced search

Intervals
Intervals are done using the following two formats [ x TO y] or { x TO y } or any combination of them. Usage of [] means that the range should be included in the search where as {} means that the range should be excluded.

Examples

STQT:[100 TO 480]
STQT:[* to 0} - find all items with negative quantity

Not conditions and use of ?
Not conditions are a bit special since they must start with another query and then the NOT condition can be introduced. The tip if there is no such natural condition is to start with the company number and then add the NOT search. The company number will search the entire table. An example query in MMS002 of all items that have not been part of a stock take in this year will look like this:

CONO:790 NOT INDT:YEAR(0)

Note the YEAR(0) function that will translate to an interval covering the to and from dates of the current year. There are a number of functions that can be used to create useful Macros that can be saved to favorites, canvas, as menu option or in toolbox area.

Creative usage of the ? allows for a simple search for all records with supplier number. This since ? only finds records with a character in the position. Blanks are omitted. Query SUNO:?* gives you all records with a supplier number in this case. For numeric fields you use the NOT statement like CONO:780 NOT STQT :0.
SUNO:?*
CONO:780 NOT STQT :0

Fuzzy search
The ~ is used for a fuzzy search that is useful for finding spelling errors and similar texts. An example would be a query like ‘min*~’ which would produce hits even if there is no exact match on anything starting with min, for example mild would also be a hit in this case. Not that it cannot be used for numeric values.

The full article covers more examples!

M3 IES reserved word and functions

SortBy:x,y,!z Sorts search result in x, y z hierarchy. The ! Prior field name perform a descending sorting (NCR 6670 and 6671)
SearchFields:x;y Limits search to listed fields x, y etc. Increases performance and can eliminate false hits
YEAR(x) Replaces with date range of year relative to current year x=-1 equals last year etc
MONTH(x) Same as YEAR but for month
WEEK(x) Same as YEAR but for week
DATE(x) Similar to YEAR but replaces with specific date
<xxxx> List & list header based replacements to query string. (NCR 6813)

All below are described in NCR 6220
Using the value within you can use the following replacement variables.

<USID>   Replaced by logged on user id
<CONO> Replaced by logged on company number
<DIVI>     Replaced by logged on Division. Note – same as <CurrentDivison>
<FACI>    Replaced by default facility from user master (MNS150)
<CUNO> Replaced by customer no from user master
<LNCD>  Replaced by language code from user master
<TIZO>    Replaced by time zone from user master
<WHLO> Replaced by warehouse from user master
<DEPT>   Replaced by department from user master
<MNVR> Replaced by menu version from user master
<DFMN> Replaced by menu name from user master
<CurrentLanguage> Replaced by currently used language in M3 (in case of switched language during logged in session)
<CurrentDivision> Current division. Note that this is the same as DIVI.

Reserved word for key search only

  • <QRY> Replaced by entered query in the search string
  • MAXJOIN:x Used to change number of records used in the key search join (default set in IES local management pages) (NCR 4351)
  • NOOPT Used when multiple key searches done to same table (like find items with attribute x, y but NOT z or items existing in warehouse a, b and c (NCR 4349)

M3 IES Stop words

Stop words in IES has the meaning of words that are not indexed and are automatically removed from the search query. Examples of stop words are “and”, “or” “etc” and other similar types. IES, by default has a set of English based stop words which apart from above examples also includes “a”, “by”, “is”, “as” plus about 20 other words. Unfortunately in many cases when searching ERP type of data you might want to search for “factor a”, the Swedish word for ice “is” etc.

The work around for this is to add a new stop word in the IES admin pages. Make sure it is something never search for like “lksdhja7789”. By doing that the default stop words are not used anymore. Please note that affected tables like MITMAS, MITLAD, OCUSMA, CIDMAS etc need to be re-indexed after this has been done.

Read more examples in the KB.

Background server calls for Lawson Applications

Infor Smart Office for Lawson applications provides many custom features which are made possible by meta-data retrieved from the Lawson application server in the background. But these features come at a cost of increased network traffic and additional server utilization which could impact performance.

In a post on the Infor Technology Blog, Vince McGowan explains what meta data services are used for and how to disable them. He identifies the background activity and describe the purpose of each so clients can decide whether or not the feature is useful enough to incur the cost. If not, there are settings provided to disable them.

Head over to the Infor Technology blog to read the full article.
See more at: http://blogs.infor.com/technology/2017/01/background-server-calls-made-by-infor-smart-office-for-lawson-applications/

 

Downloading a CCSS fix with Life Cycle Manager

In this blog post I’ll show you some screenshots how you can download a feature fix for Smart Office. In this case it is the fix for Process Server. I’ll show you the steps to download the fix and get the contained ZIP to be able to extract all the content that is in the zip. The zip might contain a feature to be installed or the full zip that contains extra tools for Smart Office.

Download the fix

  1. Login to LCM.
  2. Click Window menu > Preferences sub-menu.
  3. Specify the correct CCSS server url, https://ccss1.infor.com.
  4. Click Apply then OK button.lcm_1
  5. Click Actions menu > Retrieve Fixes sub-menu.
  6. Select the correct CCSS Channel ex. InforSmartOffice_10.2.0 (Infor Smart Office 10.2.1).
  7. Log on to CCSS Server using the same userid and password that you use for Infor Extreme Support.
    lcm_2
  8. Select the fix from the list of Available Fixes.
  9. Click Retrieve button.
  10. Click Yes button in Verifying package window.lcm_3
  11. Click OK on the notification that Upload is successful.
  12. Open IE, go to CCSS Fixes Available for Download page of the LCM server ex. http://<LCMserver&gt;:<port>/ccss. For us the port is 4062.
  13. Double-click on the fix.
  14. Save the zip file.lcm_4
  15. Go to the location where the zip file is saved and extract the zip file.
  16. The extracted file contains the lawsonapp.

Upload the fix

  1. Go back to LCM.
  2. Click Admin menu > Upload Products sub-menu.
  3. Click Upload button.
  4. Locate the downloaded lawsonapp and proceed with upload.lcm_5
  5. Click OK on the notification that Operation and Registration is successful.

The new version of the application is available and you can uninstall the previous version and install this new one. In most cases you need to do an upgrade (as described below) but after HF18 and with ProcessServerAndLandmarkAdapters you would want to make a new install at this time. But for HF 19 and later you can go ahead and upgrade.

How to upgrade using the fix

  1. Right-click on the previously installed feature, for example ProcessServerAndLandmarkAdapters,
  2. Select Upgrade.lcm_6
  3. Select the correct version.
  4. Click Next button.lcm_7
  5. Click Finish button.

Special thanks to Noreen for providing all these steps!

Important Process Server installation changes in 10.2.1 HF18

If you have Process Server installed running on Landmark we would recommend that you skip HF18 (HF= Hot-Fix), HF19 and wait for HF20 that will be delivered at the end of January 2017 or apply Post Patch for Infor Smart Office 10.2.1 Core HF19 – IPA Update Only available as a CCSS fix (ef_ISO1021_HF19_LPA.zip)

Another important message is that installations done before Smart Office 10.2.1 HF18 must uninstall existing earlier version of Process Server component before applying HF 18 or later. Read more in the Installation Guide section – Configuring Infor Process Automation or ProcessFlow for use with Infor Smart Office.

That means that if you have Process Server feature installed in a pre-HF18 version of Smart Office, version 10.2.1.0.169 or previous versions, then you must uninstall the Process Server application in LCM and install it again. The reason is that the features included have changed. As of HF18 you should only have one Process Server related feature called Infor.PF in the Manage Installation Point tool.

Previously we had Infor.PF10, Infor.LMRK10, Infor.LMRKA10, se below:
installationpointmanager

Make sure you uninstall en re-install and that you don’t have these old features in the Installation Point Manager. There is also an Manage Application view within the Grid Management pages for MangoServer administration where you can see which applications, features and mashups are installed by accessing the Grid Management UI on the server where the server component for Smart Office (MangoServer) is installed.

But as of HF18 there should only be one new Infor.PF feature and the previous should not be used. There is no need to reconfigure anything but you must uninstall the previous version and install the new version. You get the new .lawsonapp from the hotfix that is downloaded in LCM. In my next post I’ll show you how.

Inforum in New York

We built our headquarters in the center of New York’s Silicon Alley —to let the city shape us, just like we help shape the companies that do business not just here but everywhere. Come see for yourself at Inforum 2016 on July 10-13 in New York City. http://www.inforum2016.com/

Inforum

Wow… New York. Sweden and Stockholm can’t compare. I know a few colleagues that are traveling and I hope that you all can enjoy this great event. If you like me are unable to go to New York you can still follow online:

The Infor Blog

youtube