Infor FT Admin Guide
Infor FT Admin Guide
Infor FT Admin Guide
Administration Guide
Copyright © 2018 Infor
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Publication information
Release: 7.00.00
Contents
Contacting Infor..............................................................................................................7
Chapter 5: Authorizations............................................................................................55
Object Authorizations For User................................................................................................................55
Object Authorizations For Group.............................................................................................................56
Users.......................................................................................................................................................58
Groups.....................................................................................................................................................59
Create a Super User................................................................................................................................59
Assign a User to a Group........................................................................................................................60
Assign a User to a Primary Group...........................................................................................................60
If you have questions about Infor products, go to the Infor Support portal.
If we update this document after the product release, we will post the new version on this website. We
recommend that you check this website periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].
The System Administration Guide contains background or supplemental information to answer questions
you may encounter as you manage and maintain Factory Track. Infor Factory Track offers you, as
System Administrator, considerable power to manage the system and its users in accordance with
good business practices and company policy. While this guide assists users of both cloud and on-premise
versions of Factory Track, cloud users can not perform all tasks. Any task that involves access to the
utility server or the database server must be performed by a cloud administrator.
This manual is intended as a reference. For instructions on how to install the Factory Track system,
see the Infor Factory Track Installation Guide. For information about using the Factory Track system,
see the Factory Track online help. Consult this manual when you have questions about Factory Track
design or architecture.
Online Help
Factory Track online help gives you instant access to procedures and information about forms and
fields. You can access Help from Infor Factory Track forms, from other topics within Help, or from the
search (index) function. Select Help > Contents and Index from the Infor Factory Track title bar to
open the Help, or use the F1 key to get help on any form or field.
Developer-Level Help
To access the help for developers, select Help > Customizing Forms.
Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at http:// www.infor.
com/inforxtreme.
If we update this document after the product release, we will post the new version on this Web site.
We recommend that you check this Web site periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].
This chapter provides an overview of the Factory Track architecture and tells you where specific pieces
of the system are located.
Below is a diagram of the architecture when Factory Track is integrated to M3.
The integration between Factory Track and M3 is based on Web services connections. All updates are
performed by the M3 API on the M3 server. An IDO custom assembly enables Factory Track to transmit
information to M3 via a Web services connection.
Below is a diagram of the architecture when Factory Track is integrated to LN.
The integration between Factory Track and LN is based on Web services connections, which manage
the information flow between Factory Track and the ERP system. All ERP updates and validations are
performed by BDE components on the server. An IDO custom assembly enables Factory Track to
transmit information to LN via the Web services connection.
Below is a diagram of the architecture when Factory Track is integrated to SyteLine.
The integration between Factory Track and SyteLine uses an IDO connection, which manage the
information flow between Factory Track and the ERP system. IDO custom assemblies enables Factory
Track to transmit information to and receive responses from SyteLine using a SyteLine automation
license.
SQL Server
Microsoft SQL Server is responsible for things such as:
• Maintaining the relationships between data in the database
• Ensuring that data is stored correctly and that the rules defining data relationships are not violated
• Managing data and user security
• Optimizing server function performance
• Recovering all data to a point of known consistency in case of system failures
SQL Server is primarily responsible for managing databases that interact with enterprise business
systems. These components constitute the database:
• Tables
• Views
• Stored Procedures
• Triggers
• Constraints
• Indexes
• Keys
Application Data
The application data holds all of the application data for Factory Track, such as jobs, shifts,
employees and so on. This consists of multiple tables, stored procedures, triggers, user defined data
types, and indexes. This information is stored on the database server.
Forms Data
The forms data holds all of the information about each form in Factory Track. This information is stored
on the database server.
For example, in the Site Parameters form shown below, components such as text boxes, labels, tabs,
buttons, and all of the associated properties (such as size, color, validation, events) are kept in the
forms data in multiple tables.
Objects Data
The objects data stores the IDO metadata.
DMZ Server
The use of a DMZ server is optional.
On the DMZ server, the IDO Request Service and WSWebClient web applications are installed on a
machine without the full utility server components (IDORuntime, TaskMan, etc). You would choose to
set up a DMZ server if you do not want to expose your utility server directly to the internet and do not
want to place a load balancer or other hardware between the utility server and the internet.
Clients
The client is where the user interacts with the application data and can customize forms.
Web Client
The diagram below shows how data flows to and from the UI and the server-side user control assembly.
The green elements represent the content that you, as a developer, are responsible for creating. This
diagram shows the user control UI content coming from a different server than where the web client is
deployed, but it may also be deployed to the same server.
Light Client
The light client is a stripped down version of the web client that is optimized for use on mobile scanner
devices.
This chapter describes the Infor Framework TaskMan: how it works, how to set it up after installation,
how to control tasks and reports from within Factory Track forms, and how to troubleshoot problems
with task management, report previews, or printing.
Overview
TaskMan (which is different from the Windows Task Manager) is a Windows service that:
• Polls the application database
• Executes SQL stored procedures
• Processes and generates reports (for more information about TaskMan specific to reports, see the
Creating and Customizing Reports guide)
• Runs IDO methods
• OutputFiles - The finished report output files are written to this folder, under subfolders that
match the IDs of the users who submitted the reports. File extensions such as .DOC or .HTM
indicate the format of the report.
• ParmFiles - This folder contains XML files containing report parameter information. These files
are written to this directory, under subfolders that match the IDs of the users who submitted the
reports (for example, Report\ParmFiles\johsmi).
• Reports - All report definitions (.rdl files) are placed here.
Error and output file names include the site name and task number, using the format
taskname_site_tasknumber. If TaskMan is configured to run with two or more databases that have
the same site specification (for example, test and production databases) and name clashes occur,
a single digit is appended to the file name to eliminate the clash. For example:
APWirePostingReport_OH_150844_2.
• Creates TaskMan as a Windows service on the utility server, set for automatic startup. If you enter
a service logon ID and password during the TaskMan configuration part of the installation, that
domain user ID and password are used to determine the Windows user account that controls the
service.
After installation is complete, you can also set the service logon ID and password from the Services
dialog box.
• Determines which Strings table in the Forms data to use when displaying report form labels. This
is a language-dependent setting that appears in the Sites/Entities form.
Note: In applications other than Factory Track, the Sites/Entities form is called the Sites form.
The Service Configuration Manager utility also allows you to configure additional OLE databases for
monitoring by TaskMan. You can use this utility later in most operating systems by selecting Start >
Programs > Infor > Setup > Server Service Configuration. If using Windows Server 2012 or Windows
Server 2014, find Server Service Configuration under Apps. Online help is available.
Configuring Printers
1 Log in to the server where TaskMan is installed (usually the utility server) using the same system
administrator account that you used to install and run the Infor Framework TaskMan service.
2 Configure a default printer for the server, plus any other printers that you want TaskMan to print to.
Printers must be configured using their UNC name (\\PrintServer\PrinterName).
• Stored procedures must be written in SQL and reside in your SQL application database. Utility and
activity forms generally use the Executable Type SP (stored procedure).
• Executable programs must reside in a directory available to the directory where TaskMan resides.
• Reports are processed and generated using the Microsoft SQL Server Reporting Service (SSRS).
The report output file must be placed in the Reports folder on the same utility server where TaskMan
is installed. Although the report uses a stored procedure or IDO, its Executable Type must be set
to RPT.
Note: Crystal Reports is no longer used as the default report-generating engine. Crystal Reports 2008
and prior versions are still supported for backward compatibility with any custom reports you might
have in your system, but SSRS is now the default engine. For information on using Crystal Reports,
see the documentation that came with your earlier version of Factory Track and your Crystal Reports
documentation.
To create a background task definition:
1 Create a new record on the Background Task Definitions form.
2 Specify a task name (for example, RunCustomerOrderReport) and, optionally, a description.
3 Specify an executable:
• For a report - Specify the name of the report (for example, CustomerOrder) in the Executable
Name field and the type of executable (RPT) in the Executable Type field. You must also specify
in the Report Type field whether it is a SQL Server Reporting Services (SSRS) or Crystal Reports
(CR) report.
• For a stored procedure - Specify the procedure name in the Executable Name field and select
SP in the Executable Type field.
• For an executable program - Specify the program name and path in the Executable Name field
and select EXE in the Executable Type field.
• For an IDO - Specify the name in the Executable Name field and select IDOMTH in the
Executable Type field.
4 Click the buttons on the form to specify any report options or excluded tasks.
5 Save the record.
Your new background task can be called from any form as an event handler.
Stored Procedures
TaskMan can execute stored procedures directly, without going through the IDO layer. To do this,
TaskMan bundles the stored procedure in a transaction.
The following example shows the steps to set up a stored procedure that runs through TaskMan from
a form:
1 Use the Background Task Definition form to set up a record of type SP with the name of the stored
procedure as the task name.
For example, create a task called AddProcessErrorLogSp, of type SP
2 Add a button to a form. Name the button TestSP and assign sTest as the caption.
This button will be used to run the stored procedure.
3 On the Components property sheet for the button, create an event named RunSp:
a Click the Events button (appears as a yellow lightning bolt on the Component properties sheet).
b Click Primary, and then click the associated ellipses (...) button.
c In the Event Handlers dialog box, click New.
d In the Event Handler Properties dialog box, set these values:
• Event - RunSP
• Description - Enter an optional description or leave blank.
• Type - Run Background Task
Executables
TaskMan can also be used to execute a command string as an operating system command shell.
TaskMan takes the executable name from a Background Task Definitions record, appends the
parameters from the Factory Track form, and attempts to execute the line.
The following example shows the steps to set up an executable that runs through TaskMan from a
form:
1 Create a file called DeletePreviewFiles.cmd in your TaskMan folder.
The text of this file should be as follows:
FOR /D %%D IN ("taskman_dir\Report\OutputFiles\*") DO del /Q "%%D\Preview\*" where taskman_dir
is replaced by the name of your TaskMan folder.
2 Set up a Background Task Definition record:
• Task Name - DeletePreviewFiles
• Executable Name - DeletePreviewFiles.cmd
• Executable Type - EXE
If the executable is not in the TaskMan folder, include the path to the executable in the Executable
Name field (for example, C:\Program Files\MyExecutable.exe).
3 Add a button to a form, giving it the name TextEXE and the caption sTest.
This button will be used to run the executable.
4 On the Components property sheet for the button, create an event named RunExe:
a Click the Events button (appears as a yellow lightning bolt on the Component properties sheet).
b Click Primary, and then click the associated ellipses (...) button.
c In the Event Handlers dialog box, click New.
d In the Event Handler Properties dialog box, set these values:
• Event - RunEXE
• Description - Enter an optional description or leave blank.
• Type - Run Background Task
IDO Methods
This example shows the steps to set up an IDO method that runs usingTaskMan from a form:
The following example shows the steps to set up an executable that runs through TaskMan from a
form:
1 Set up a Background Task Definition record:
• Task Name - Name of IDO method
• Executable Name - Enter this using the format IDO.method
Example: SL.SLExtfinParms.ExtFinExportAP
• Executable Type - IDOMTH
2 In a form, set up an event whose task parameters match the IDO method’s parameters. You can
pass bare values (for example, "MyParameter1,MyParameter2"). Note that Infor Factory Track will
not allow you to use ~LIT~ syntax as part of a value. If white spaces are significant, use the usual
Infor Factory Track keywords such as P(...), V(...), C(...), and FPC(...), FV(...), or FC(...).
3 Save the form and event.
Note: Task Manager is a Windows service which monitors the application database in order to
execute background tasks. See “Overview” on page 19 for more information on Task Manager.
• Executable programs - Developers supply the exit status or return code for an executable program
within the coding of the program. This return code is returned by TaskMan and displayed on this
form.
• Reports - Background tasks of the type RPT are reports. The RunReport.exe application returns
exit codes to TaskMan that are displayed on this form. If the return code indicates an error, you can
also consult the error log for additional information.
Store Options
For any report or utility in Infor Factory Track, you can save the information you’ve entered for later
use. To do this, use the Store Options form:
Note: System administrators can store options for any user. Non-administrators can only store options
for the current user.
1 After entering the desired information on the report or utility form, select Actions > Store Options
to save your entries.
2 Provide the appropriate user name.
3 Create an ID in the ID field.
For example, if you are storing options for the SSD Transaction Listing Report, you might create an
ID of SSDTLR.
4 Click OK.
Get Options
To recall any stored options, use the Get Options form:
1 After storing options for a form, from that report or utility for which you want those options, select
Actions > Get Options to save your entries.
2 Choose the appropriate user name and ID.
The ID was set on the Store Options form.
3 Click OK.
Options Defaults
Once you have stored options for a form, you can view them on the Options Defaults form:
1 Open the Options Defaults form.
2 Enter the user name, form name, and ID.
Note that the form name is not the same as the form title.
3 Click the Filter-In-Place button on the toolbar.
Keyword Description
BG~TASKID~ Replaced by the task number from the ActiveBG-
Tasks and BGTaskHistory tables.
BG~TASKNAME~ Replaced by the task name from the BGTaskDefi-
nitions table.
BG~CONFIG~ Replaced by the Factory Track configuration name.
BG~REQUSER~ Replaced by the user name requesting the task.
BG~SQLLOGIN~ Login associated with the user ID used to connect
to a database.
BG~DSN~ Name of the DSN used by TaskMan to connect to
a database.
BG~UID~ User ID used by TaskMan to connect to a
database.
BG~SERVER~ Server name used by TaskMan to connect to a
database.
BG~DB~ Database name used by TaskMan to connect to
a database.
BG~TMHOMEDIR~ Directory where TaskMan.exe and RunReport.exe
are installed.
Keyword Description
BG~ERRFILE~ When a task completes, TaskMan copies the
contents of this file to BGTaskHistory, and then
deletes the file.
BG~OUTDIR~ Path to the output directory under the TaskMan
home directory. This allows EXEs run through
TaskMan to produce output.
BG~ISOLATIONLEVEL~ The SQL Server isolation level used by TaskMan
for reports and stored procedures. The return value
is UNCOMMITTED or COMMITTED. Values are
set in the Isolation Level field on the Background
Task Definitions form and the Collection Read
Mode field on the Process Defaults form.
BG~FAXNUM~ The telephone number of the fax machine to which
the document is to be sent. The keyword is re-
placed with the number specified in the Destina-
tion field on the Customer Document Profile form
or the Vendor Document Profile form.
BG~FAXSERVER~ The name of the fax server machine. The keyword
applies only to Windows Fax and Infor Framework
Fax Service. If BG~FAXSERVER~ is omitted from
a fax header or if the Fax Server field on the In-
tranets form is blank, then the default fax server
name at run time is:
• If Windows Fax is configured, then the server
name is the name of the TaskMan machine.
Windows Fax uses a modem on the TaskMan
machine.
• If Infor Framework Fax Service is used, the
server name is the name of the machine on
which the service runs.
Keyword Description
form. The keyword does not apply to Windows Fax
or Infor Framework Fax Service.
BG~OUTPUTFILE~ The report output file created in the directory \
<TaskMan_Directory>\Report\Output
Files\<user> on the TaskMan machine. With
Infor Framework Fax Service, the file is accessed
directly from this directory.
TaskMan also supports the following additional keywords used as command line switches. TaskMan
deletes these keywords from the task executable and parameter string.
Keyword Description
BG~LEAVELITS~ Factory Track wraps many literal values in
~LIT~(...). This keyword, which can be specified
in an event handler on a form, tells TaskMan to
leave these values. For example, you can create
an event on a form that runs an EXE through
TaskMan. Use this keyword to allow any ~LIT~
keywords in the parameters to be passed through
to the EXE.
BG~LEAVETEMPS~ TaskMan normally puts the contents of the
BG~ERRFILE~ error file in BGTaskHistory and
then deletes the file. This keyword tells TaskMan
to leave the error files.
Informational message.
Task <tasknumber> <taskname>. Could not close session <sessionID>. <Taskman
source file>:<Source file line number>
Informational message.
Task <tasknumber> <taskname>. Creating directory <directory>. Result =
<code>. <Taskman source file>:<Source file line number>
Informational message.
Task <tasknumber> <taskname>. Database not open. Cannot enter Process Error:
<message>. <Taskman source file>:<Source file line number>
Informational message.
Task <tasknumber> <taskname>. DELETE ActiveBGTasks where TaskNumber = <n>.
<Taskman source file>:<Source file line number>
Informational message - the task is deleted from the active tasks table.
Task <tasknumber> <taskname>. Error <code> <message> when starting Command
- <commandline>. <Taskman source file>:<Source file line number>
An error occurred when TaskMan was starting the specified command.
Task <tasknumber> <taskname>. Error moving file <outputfile> to <new
outputfile>. <Taskman source file>:<Source file line number>
TaskMan could not copy the output file to the OutputFile folder. Be sure permissions are set up properly,
and the folder exists.
Task <tasknumber> <taskname>. Exiting RunTask: Removing Task from List.
<Taskman source file>:<Source file line number>
The background task has finished running.
Task <tasknumber> <taskname>. Fax=<faxname>, Fax Server = <faxserver>, Output
Format=<outputformat>. <Taskman source file>:<Source file line number>
Informational message.
Task <tasknumber> <taskname>. GetExitCodeProcess return = <n>. <Taskman
source file>:<Source file line number>
This message displays the return code for an executable program background task.
Task <tasknumber> <taskname>. GetTaskOptionsSp called with Input Parameters
<taskname>, <userID>, <stringID> returned Output Parameters format = <output
format>, printer = <printer name>, email = <email notification>, attach =
<attach report>, email address = <email address>, Return code = <code>,
Error message = <message>, String Table = <string table>, Fax Server = <fax
server>.<Taskman source file>:<Source file line number>
TaskMan is retrieving specific information about the run-time user requesting this report background
task. This information is entered in the Report Options and Intranets forms.
Troubleshooting
This section describes possible problems with TaskMan, and how to solve them. Additional problems
and solutions that are specific to reports are provided in the Creating and Customizing Reports guide.
Symptoms
The Infor Framework TaskMan service is not starting, and you see this message in the Application
Event log:
No database definitions defined. TaskMan must be configured before starting the service.
Possible Solutions
• Run the Server Service Configuration utility and verify that the correct application databases are
configured for TaskMan.
• Infor Framework TaskMan for Factory Track might be running under a user ID that does not have
privileges to access the registry. Try restarting the service to run as a local system account. If it
starts, then the problem is with the user ID.
• In Windows, restart Infor Framework TaskMan as an active service.
Symptoms
Changes are made on the Intranets form, but those changes are not reflected in tasks that subsequently
run that should be using those changed values.
Possible Solutions
When the Infor Framework TaskMan service starts, it caches information from the Intranets table. If
you then change a setting on the Intranets form, TaskMan does not see this change. Instead, it continues
to use the cached setting for the following fields:
• Polling Interval
• Connection Query Timeout
• Process Timeout
• Maximum Concurrent Tasks
For this reason, after changing one of these settings on the Intranets form, you must stop and restart
the Infor Framework TaskMan service so the change can take effect.
Symptoms
Component labels are not being replaced with string table values or are not being translated properly.
Possible Solutions
Use the Site Name from the General Parameters form to select the correct record on the Sites/ Entities
form. Make sure that, for this site, there is a value in the Sites/Entities form’s Forms Data Name field
(in some versions, labeled as the Strings Table Specification field). If the forms data is on a different
server than the application database, the field’s value should also indicate the linked server name, in
this format:
server_name.Forms_data
Infor Framework TaskMan then determines the proper strings table name by searching the specified
forms data for the strings table associated with the current Infor Factory Track session. If labels are
not translated, stop and restart TaskMan. The Strings Table Specification field (or Forms Data Name
field) might have been modified after TaskMan was last started. TaskMan checks this value only once,
when it first starts up.
Symptoms
When you attempt to send an e-mail with the SMTP protocol, or if you receive a similar error when
testing the SMTP protocol using Telnet, TaskMan returns the error:
The transport failed to connect to the server.
Possible Solutions
The firewall or antivirus software on the mail server might be blocking the e-mail.
For more information on setting up e-mail notifications, see “Setting up the Utility Server to Send Email
Notifications” on page 22.
If TaskMan is shut down, an event log message will be printed as each running background task that
is a stored procedure is canceled.
Canceling Report <taskname>, Task <n>
If TaskMan is shut down, an event log message will be printed as each running background task that
is a report is canceled. Some reports might be left hanging even if TaskMan is shut down.
DSN <dsn> Database <db>. Login successful
Informational message.
Either the DSN or the SQL login was not set. <ReturnMessage>
Informational message.
RegisterServiceCtrlHandler failed with return code <n> in <Taskman source
file> at <Source file line number>.
RSTaskMan shutdown: <n> tasks are running and will be canceled.
If TaskMan is shut down while tasks are running, these tasks will be canceled.
RSTaskMan starting: Version <n>
Informational message.
RSTaskMan Terminating
Informational message.
RSTaskMan Terminating - TaskMan Home Directory not properly detected
TaskMan could not determine its home directory and will shut down.
SetServiceStatus failed in <Taskman source file> at <Source file line
number>.
StartServiceCtrlDispatcher failed with return code <n> in <Taskman source
file> at <Source file line number>.
TaskMan was not able to start the Service Dispatcher.
TaskTypeCode not recognized
The task type was not EXE, RPT, SP, or IDOMTH.
4 On the Events Selection tab, remove everything from the Events column except TSQL -- SQL:Batch
completed.
5 On the Data Columns tab, add Server Name to the Selected Data Column.
6 To start the trace, click Run.
As System Administrator, you need to manage your license agreement, and Factory Track allows you
to do that. Use the following three forms to manage your license:
• License Management Form
• Licensed Modules Form
• User Modules Form
Types of Users
Infor Factory Track supports single-session users, which includes all users that appear on the Users
form.
License Document
You need a license document to apply your licenses. Infor provides this document in the form of a .txt
document upon the purchase of an Infor product. If you do not have your license document, contact
Infor Customer Service. There are three different kinds of licenses:
• Production License - This is the license you use to run your live system. Only one production
license key is provided to you at a time. If you require a new production license key, you must sign
an affidavit stating you are no longer using an old production key in any manner.
• Demo Database License - This license key is provided so that more than one person in your
company can have access to the Demo Database for testing purposes. This license is only valid
for 90 days. There is a fixed user count of 10 for any module that is user based. The system warns
you each time you logon within 30 days of the expiration date that the license is about to expire.
• Pilot System License - This license allows you to run a copy of your production environment in a
pilot or testing environment. The license is limited to 10 users or 20 percent of the production license
count, whichever is greater. The system warns you each time you logon within 30 days of the
expiration date that the license is about to expire. Once the license expires, you cannot open forms.
Session Types
Each session is assigned an appropriate Session Type, depending on the context and application
(example: WinStudio, WebClient, etc.) from which the session is created. In addition, a Session Type
attribute can optionally be associated with each license module. Relevant Session Types for purposes
of licensing are the following:
• Full client
• Form only web client
• IDO automation
Each license module can be assigned one or more of these three Session Types or a default of
"Undefined" (meaning that module is always considered regardless of the current session's Session
Type). The Session Type is included during licensing enforcement in the following ways:
• During login using a "concurrent" license, the framework honors the module Session Type by
checking and deducting license usage from only the modules that match the current Session Type
criteria.
• During login using a "named user" license, the algorithm for calculating the number of permitted
sessions for a given user changes to consider Session Type. Only sessions of the same type you
are currently attempting to create are considered in that session count.
• During runtime of both license types, only module members associated with the login Session Type
are eligible for licensing permission.
• If the framework accesses an application database where the new Session Type schema has not
been implemented, all licensing enforcement is done without regard to Session Type using the
algorithms in place prior to this enhancement.
The Session Management form includes a column for Session Types. See the online help for information
on the types in this column.
Apply a License
Note: Before applying a license, ensure you are logged in as ’sa’. No password is required for this
user. Also, do not assign any modules to the ’sa’ user. If you do, you will not be able to log in as ’sa’
again.
1 On the License Management form, click the Apply License tab.
2 Paste your license document into the License Document field. You can cut and paste the information
from the license document into this field, or you can select the Browse button and select the
document from your drive. The document is encrypted and every character counts, so if you copy
and paste, make sure to copy the entire document.
3 Once you have entered the license document, click the Apply License button.
Note: Let's assume you are applying a new license to replace an old one for the
FactoryTrackWMTrans Users module. The old license was for 50 users, and the new one is for 40.
When you click the Apply License button, you get an error message. If the new license is for fewer
users than the old license, you need to go to the Users Module form and delete users' association
with the FactoryTrackWMTrans Users module until you have the same amount or fewer than the
new license allows. If your new license is for the same number of users or more, then you can apply
the license and you don't need to do anything else.
3 Use the Utilities tab to discard the Runtime Service Cache for all configurations that reference the
application database to which the new license has just been applied.
See the Configuration Manager online help for more information about the options on this tab.
See Infor Factory Track Licensing Guide for more information on the appropriate FT licenses required.
You may limit user access to certain forms or limit what they can do on certain forms by way of
authorizations. Use the following four forms to manage these authorizations:
• Object Authorizations for User
• Object Authorization for Group
• Users
• Groups
You can open the form right from the Explorer window, or you can click the User Authorizations button
on the Users form.
The following privileges can be granted or revoked for the user for a specified form in the Object
Authorizations For User form:
• Delete controls whether the user can delete records.
• Edit controls whether the user can edit existing data.
• Execute controls all privileges, including whether the user can open the form. When execute is
revoked, all privileges are unavailable.
• Insert controls whether the user can insert records.
• Read controls whether the user can read data.
• Bulk Update controls whether the user can perform a bulk update, such as multiple find and replace
operations.
• Update controls whether the user can save changes to existing data.
You can open the form right from the Explorer window, or you can click the Group Authorizations
button on the Groups form.
The following privileges can be granted or not granted for the group in the Object Authorization For
Groups form:
• Delete controls whether the user can delete records.
• Edit controls whether the user can edit existing data.
• Execute controls all privileges, including whether the user can open the form. When execute is not
granted, all privileges are unavailable.
• Insert controls whether the user can insert records.
• Read controls whether the user can read data.
• Update controls whether the user can save changes to existing data.
• Bulk Update controls whether the user can perform a bulk update, such as multiple find and replace
operations.
Users
Use this form to register users to the application. A user ID is required for each user who logs on to
the application. You can also specify the following:
• Passwords needed to log on to the application
• Workstation IDs so users bypass the logon dialog box
• E-mail addresses so notifications can be sent about automated tasks
• Editing permissions that determine whether users can enter edit mode to create or customize forms
• Security authorizations for this user at a form level or a component level
• Groups to which the user belongs and security authorizations for that group
• Additional information about the user that the application needs
Note: Initially, only the supplied default system administrator user ID can create or delete other user
IDs.
Any user who is added to the System Administration group or designated as a super user can access
the Users form and change the password for any other user. Users can change their own passwords
on the User Information form.
Groups
Use the Groups form to create groups and to assign user IDs to them. These groups can be organized
in any way that makes sense for your company or organization -- by location, by organization, by job
description, and so on.
Note: Although the system allows you to modify or delete the default groups, doing so may cause
future conversion problems while upgrading and other problems. We recommend you copy the records
from the default group to a new group name and modify that. Do NOT delete or modify default groups.
Assign users to groups so you can then create group authorizations that apply to every individual/ user
ID in the group.
If you create a Super User, you do not need to set any other authorizations for this user. The Super
User status overrides all other types of authorizations.
1 Open the Users form.
2 Select the desired User ID.
3 Select the Super User field.
4 Save the record.
Forms Security
Form level security is checked when a user opens a form. The AccountAuthorizations table is queried
to see what privileges have been granted to the user or to the group to which the user belongs.
Change Passwords
Any user who is added to the System Administration group or designated as a super user can access
the Users form and change the password there for any other user. Users without such authorization
can change their own passwords on the User Information form shown below.
Use the audit log to see which user performed what action at what time and on what form.
Use the following three forms to manage your audit logging:
• Process Defaults
• Audit Log Types
• Audit Log
Process Defaults
Use the Process Defaults form to enable audit logging.
Set the Default Value field to 1 for Enable Audit Logging. A default value of 0 turns the audit log
functionality off.
• Message Type - The Message Type field indicates the type of message in the audit log. By default,
messages about users logging on are 1, messages about users opening forms are 2, and messages
about users modifying forms or objects are 3. Custom messages are numbered 10,000 and greater.
• Category - Category identifies the type of auditing. Three values can appear in this field:
• System - Types of events are User Login and Open Form. You cannot select a category of
System.
• Custom Form Event - Custom Form Event allows programmers to add audit logging to any
event handler; for example, when a user selects a tab on a form.
• Database - Database displays when records are added, updated, and deleted, and the message
displays 1) Database: Add, 2) Database: Update, or 3) Database: Delete, depending on the
action performed.
• Table or Description - For System and Custom Form Events, this field describes the event being
logged. You can change the contents of this field at any time. The value in this field appears in the
Audit Log.
For Category Database, this field indicates the table that will have an audit log.
• Fields - Fields is used only if the category is Database. This can be a specific database field
(cust_num, for example) or an asterisk (*). Entry of an asterisk indicates that all fields in the table
should be entered in the audit log.
Audit Log
Use the Audit Log form to view and delete messages in the audit log.
• Message Description - The message description is a description of the message type. The
description will be one of three values:
• User Login
• Open Form
• Custom Message
• Primary Key - Primary Key identifies the database record being changed. It contains the fields that
make up the primary key. When multiple fields make up a key, the values are concatenated and
separated by dashes. For example, Purchase Order P000000001 Line 5 Release 2 appears as
P000000001-5-2.
• Old Value - Old Value - Old Value is only used for Category Database. Based on the activity - Add,
Update, or Delete - the following is displayed:
• Add: Blank
• Update: Value prior to update
• Delete: Value prior to delete
• New Value - New Value is only used for Category Database. Based on the activity - Add, Update,
or Delete - the following is displayed:
• Add: Blank
• Update: Value prior to update
• Delete: Value prior to delete
• User Name - The user ID whose actions generated the audit log message is displayed.
• Date/Time - Date/Time displays the system date and time that the audit log entry was made.
GDPR (General Data Protection Regulation) is a European legal regulation used to secure the personal
data and privacy of the native citizens.
The General Data Protection Regulation (GDPR) is a regulation that requires businesses to protect
the personal data and privacy of European Union citizens. Effectively, from May 25 2018, the European
Union citizens have the ability to control the access of the personal data. This feature must be executed
by the company (local and international) that performs any business in Europe or handles the personal
data of EU residents. In order to comply with the European Union General Data Protection Regulation
(EU GDPR), Data Controllers and Data Processors can use the Data Anonymization by Employee
form to find and report on personal data that is held in the application for a particular individual. The
individual can review the report and request for removing the data from the application. In that case,
after the legal retention period for the data records has passed, the administrator can either manually
delete the records from the application.
The process includes data collecting, processing, storing, deleting, transferring, and using the citizens'
information effectively.
Employees are provided with information on how the personal data is processed.
• Can transfer personal data between service providers with ease.
• Know when the personal data is hacked. Organizations must notify the national supervisory authority
of data breaches as soon as possible so that appropriate measures can be taken.
Note: When an employee no longer wants the personal data to be processed, and if there are no
legitimate grounds to retain this, the data is deleted.
table, such as the employee number, are not X-ed out. To prevent validation errors on the Employee
forms certain key fields (such as work group, facility etc.) are set to nominated default values.
These changes cannot be reversed after the form is run for anonymize action.
To use the Data Anonymization by Employee form for removing employee data:
1 Select Open > Data Anonymization by Employee.
Note: The default values that are previously saved must be displayed when the form is accessed.
This chapter presents information on how to improve the performance of your system. In general,
techniques for improving performance are designed to reduce unnecessary processing, network traffic,
and blocking. The techniques minimize:
• The number of unneeded records stored in tables
• The number of records retrieved in queries
• The number of locks on records in queries
• The duration of locks on records
• The size and duration of transactions
• The fragmentation of tables and indexes
• Avoiding timeouts
Hardware
You must have appropriate hardware to meet the demand put on your system. Refer to the Guide to
Technology for minimum requirements.
• Server usage - Our recommended server usage is detailed in the Introduction chapter of the Infor
Factory Track Installation Guide.
• Transaction log drives vs. data drives - Use separate physical drives for the data and log files.
Because transaction logs are written sequentially, they require fewer dedicated drives than do data
files. The number of physical drives, capacity, and performance are more important for the data
drives than for the transaction log drives.
• Auto Shrink - On the application database machine, always have Auto shrink disabled for all
databases. If it is disabled, your system will not show significant performance loss related to shrinking
the database. If it is enabled, SQL Server checks every 30 minutes to see if it needs to shrink the
database; this can cause a huge performance hit. You can use the DBCC SHRINKDATABASE or
DBCC SHRINKFILE commands when you need to shrink databases, or you can use the SQL Server
Agent to schedule regular file-shrinking instead of enabling Auto shrink.
• Auto update statistics - We recommend that you enable Auto update statistics for all databases.
This feature is enabled by default. With this feature enabled, SQL Server updates the statistics of
an index based on the following criteria:
• If the number of rows in a table is greater than 6, but 500 or less, statistics are updated when
there have been 500 modifications made, OR
• If the number of rows in the table is greater than 500, updates are made when 500 plus 20% of
the number of rows in the table have been modified.
When a SQL Server database is under very heavy load, this feature can update the statistics
during busy times, causing a performance issue. If you find that enabling the feature causes
more problems than it solves, you can turn it off, and then manually update the statistics when
the database is under a less heavy load.
We recommend that you both enable Auto update statistics and update statistics manually.
See “Update Statistics” on page 74.
• Tempdb - Set the original size of the tempdb database files to a reasonable size (about the size of
the ledger table) to prevent the files from automatically expanding as more space is needed. If the
tempdb database expands too frequently, performance can be affected. Set the file-growth increment
percentage to a reasonable size (10% is a good choice) to avoid the tempdb database files from
growing by too small a value. If the file growth is too small compared to the amount of data being
written to the tempdb database, then tempdb may need to constantly expand, thereby affecting
performance. Place the tempdb database on a fast I/O subsystem to ensure good performance.
Stripe the tempdb database across multiple disks for better performance. Use filegroups to place
the tempdb database on disks different from those used by user databases.
• Minimum server memory and Maximum server memory - Set these values based on the size
and activity of your instance of SQL Server.
• MAXDOP - Set the max degree of parallelism option to 8 or less by using sp_configure.
Unneeded Data
Unneeded data in tables with a large number of records can increase query time and slow certain
processes. Infor Factory Track provides utilities for reducing unneeded data. SQL Server system stored
procedures aid in understanding table size.
-- Ledger
EXEC sp_spaceused ledger
-- Job Transactions
EXEC sp_spaceused jobtran
-- AR Transactions
EXEC sp_spaceused artran
EXEC sp_spaceused artran_all
-- AP Transactions
EXEC sp_spaceused aptrxp
EXEC sp_spaceused aptrxp_all
-- Audit Logs
EXEC sp_spaceused AuditLog
To report on all tables in the database, you can use this script:
OPEN Tables_Cursor
CLOSE Tables_Cursor
DEALLOCATE Tables_Cursor
To select tables with similar names, modify the WHERE clause in the script. For example, to report on
only tables with the _all suffix, replace
WHERE type = 'U' ORDER BY 1
with
WHERE type = 'U' AND name LIKE '%[_]all' ORDER BY 1
See the Help for SQL Server for more information about sp_spaceused.
Statistical Information
SQL Server uses statistical information about the distribution of values in a column to determine the
optimal strategy for evaluating a query. Distribution statistics help the system estimate how efficient
an index would be in retrieving data associated with a key value or range specified in the query.
As the data in a column changes, index and column statistics can become out-of-date, affecting query
performance. The statistics should be refreshed anytime significant numbers of changes to keys occur
in the index.
We recommend that you update statistics nightly or weekly for best performance (see “Update Statistics”
on page 74).
You can use the dbcc show_statistics statement to generate a report on the distribution statistics for
an index. The statements in this section use the following syntax:
dbcc show_statistics (table_name, index_name)
In SQL Server Management Studio, with the application database selected as the current database,
the following statements show the current statistics and the last time statistics were updated for primary
keys in major tables:
The results indicate the selectivity of an index (the lower the density returned, the higher the selectivity)
and provide the basis for determining whether an index is useful in optimizing queries.
See SQL Server Help for dbcc show_statistics and other DBCC (Database Console Commands)
statements.
Update Statistics
Use the Transact-SQL statement UPDATE STATISTICS if:
• A process suddenly takes much longer than usual to run
• There is a significant change in the key values in an index
• A large amount of data in an indexed column has been added, changed, or removed, or the table
has been truncated using the TRUNCATE TABLE statement and then repopulated.
We recommend that you update statistics nightly or weekly.
This example updates the statistics for all indexes on the customer table.
UPDATE STATISTICS customer
To update statistics for all tables in the current database, you can run the SQL Server stored procedure
sp_updatestats, which uses UPDATE STATISTICS:
EXEC sp_updatestats
For more information, see SQL Server Help for UPDATE STATISTICS and sp_updatestats.
Fragmentation Information
Fragmentation occurs through data modifications (INSERT, UPDATE, and DELETE). For queries that
scan part or all of a table, this fragmentation can cause additional pages to be read, adversely affecting
performance.
You can use the Transact-SQL DBCC SHOWCONTIG statement to display fragmentation information
for the data and indexes of a specified table.
To determine whether a table is heavily fragmented, use the following syntax in SQL Query Analyzer,
with the application database selected as the current database:
DBCC SHOWCONTIG (table_name)
In the result set, the value of Logical Scan Fragmentation gives an indication of the table's fragmentation
level. The value should be close to zero, although a value from 0% through 10% may be acceptable.
To show in a grid an abbreviated result set for every index on every table, use:
Defragment Indexes
We recommend that you rebuild your table indexes on a weekly basis if possible.
The Transact-SQL DBCC INDEXDEFRAG statement defragments indexes of a specified table, improving
index-scanning performance.
DBCC INDEXDEFRAG (database_name, table_name, index_name)
The script below uses DBCC INDEXDEFRAG and DBCC SHOWCONTIG to defragment all indexes
in a database fragmented above a declared threshold of 30 percent. The script is from Microsoft’s
Transact-SQL Reference, copyright © 2004 Microsoft Corporation, One Microsoft Way, Redmond,
Washington 98052-6399 U.S.A.; all rights reserved.
Note that you must specify a database before you run the script.
MinRecSize INT,
MaxRecSize INT,
AvgRecSize INT,
ForRecCount INT,
Extents INT,
ExtentSwitches INT,
AvgFreeBytes INT,
AvgPageDensity INT,
ScanDensity DECIMAL,
BestCount INT,
ActualCount INT,
LogicalFrag DECIMAL,
ExtentFrag DECIMAL)
WHILE @@FETCH_STATUS = 0
BEGIN
-- Do the showcontig of all indexes of the table
INSERT INTO #fraglist
EXEC ('DBCC SHOWCONTIG (''' + @tablename + ''')
WITH FAST, TABLERESULTS, ALL_INDEXES, NO_INFOMSGS')
FETCH NEXT
FROM tables
INTO @tablename
END
WHILE @@FETCH_STATUS = 0
BEGIN
PRINT 'Executing DBCC INDEXDEFRAG (0, ' + RTRIM(@tablename) + ',
' + RTRIM(@indexid) + ') - fragmentation currently '
+ RTRIM(CONVERT(varchar(15),@frag)) + '%'
SELECT @execstr = 'DBCC INDEXDEFRAG (0, ' + RTRIM(@objectid) + ',
' + RTRIM(@indexid) + ')'
EXEC (@execstr)
FETCH NEXT
FROM indexes
INTO @tablename, @objectid, @indexid, @frag
END
Customizations
Customizations to Factory Track should be evaluated for performance along with standard product
components. You should ensure that indexes for new tables are designed correctly and maintained
adequately. If a custom feature performs slower than when it was first implemented, determine whether
unneeded records are causing the performance reduction.
Custom reports and processes should be evaluated to see if they are reading the least number of
records. BI queries should be similarly evaluated for efficiency.
User Actions
End users’ practices can slow Factory Track performance. Actions such as querying an unlimited
number of records into a form, specifying overly broad query criteria in reports, and running unneeded
reports increase network traffic and can tax database resources.
Monitor Blocking
The utility SyteLine SQL Performance Log allows you to monitor blocking and to log the results.
Download the utility from the support site http://www.infor.com/inforxtreme. For more information, see
knowledge base numbers 686928 and 669045.
Windows Tools
Memory - Use Perfmon to determine memory usage and to determine if expansion is needed. If
additional memory is used as AWE memory, verify in the SQL Server error log that the statement
"Address Windowing Extensions enabled" exists.
1 Configuration Manager - On the Utility Server select Start > All Programs > Infor > Tools >
Confguration Manager. Select the configuration and click the Edit button. For the application
database, ensure Query Timeout is set to 0 to make the timeout unlimited.
2 SQL Server - On the SQL Server (database server), open SQL Management Studio and log in.
Right-click on your SQL Server and select Properties. Click Advanced. Set the value of Query
Wait to 0 to make the timeout unlimited..
3 MSDTC - On the Utility Server, select Start > All Programs > Administrative Tools > Component
Services. Expand until you find My Computer. Right-click on My Computer and select Properties.
Click the Options tab and set Transaction Timeout value to 0.
4 httpRuntime executionTimeout. - This setting is located within the web.config file on the utility
server where IIS is running. Find web.config here - C:\Inetpub\wwwroot\IDORequestService. This
file is delivered with Infor Factory Track. The maximum is 7800. Open the file and look for the
following:
<httpRuntime executionTimeout="number" maxRequestLength="16384"/>
Change number to 7800.
5 machineSettings maxTimeout - This setting is located within the machine.config file on the utility
server. Find this file here - C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG. Infor
does NOT distribute this file as part of Infor Factory Track. Change this setting to 2 hours. To do
this, make an entry in the machine.config file.
In the machine.config file, find: </configuration> and just inside of it (to the left of it) add the following:
<system.transactions>
<defaultSettings distributedTransactionManagerName=""
timeout="02:00:00"/>
<machineSettings maxTimeout="02:00:00"/>
</system.transactions>
If for any reason you have changed the name of your application database, you must also change a
pointer in the system to that new database name.
• Sites/Entities form - On the System Info tab, change the Database Name field to the new name.
Runtime Options
The following functions in the menus listed below are not available in web client:
• System Notes
• Activate Next Collection
• Home Cursor
• Activate Pane 1 (and 2)
• Warnings
Window Menu
There is no window menu.
Non-supported Items
The items in this list are not supported for the web client. Many of these items will be supported in
subsequent releases.
• The Communication Wizard (for Customers, Sales Contact Groups, and Campaigns) is not supported.
• The following forms do not display in web client: Web Browser, Export Routing BOM, BOM Import
Builder, User Calendar, and Calculator.
• Forms that have "browse" buttons to present an open file dialog have those buttons disabled. On
the License Management form for example, you can not browse to a license file. You must paste
in the contents of the file.
• Auto-insert (*) row in grids is not supported.
• The following Factory Track forms are not currently supported in the web client: Replication Document
Inbox and Replication Document Outbox.
• Because web browsers typically use original defaults for the regional language you are on, if you
customize the regional language settings to alter the format of how dates, numbers, and times
display, these customized changes show up on the smart client but not in the web client.
• You can not double-click in any browser on a phone.
• Tap-and-Hold on mobile browsers is treated as right-click.
• In some browsers, controls DataView forms might not refresh as expected.
• The right-click menu does not include cut, copy, or paste.
User Control
The winforms UserControl assemblies currently provided do not run in web client. However, you can
make a UserControl component work in both winforms and web client by retaining the winforms assembly
and specifying a web assembly and URL. The web assembly contains a non-winforms class derived
from our WSUserControlBase class or by implementing the interface. This implements the server-side
communications between the WinStudio runtime and your code.
You can write a web page which communicates with our web browser infrastructure via a javascript
API which includes the ability to post requests back to WinStudioRuntime as well as to receive messages
from the WinStudioRuntime in the browser.
The web assembly gets deployed on the web client web server. The web content can then be deployed
wherever you wish.
WinStudio Diagnostics
For web client, there is no client support for WinStudio Diagnostics. However, if you need to use this
capability on the web/utility server, follow these steps:
1 On the web/utility server for the Web Client, edit the user preferences .xml file, which is found here
- c:\ProgramData\Mongoose. ProgramData is a hidden folder, so you will have to unhide it to see
it. The name of the user preferences .xml file follows this naming syntax "<application
name>Prefs<Infor Factory Trackusername>.xml".
2 Find the section in the .xml file for diagnostics, and enable the settings you want by changing the
value of the tags from a 1 to a 0.Use this form to set up form-level security for a user or to set up
security for a user based on a middletier IDO.
3 Run LogMonitor.exe.
Now if you log in as that user on a configuration for that application, you will see the WinStudio
diagnostics in Log Monitor.
Forecasting
• The Forecast Sales Analysis form is not supported.
Workbench Suite
There are a handful of notable differences regarding Workbench Suite behavior when comparing the
Web Client to the Smart Client. Critical Number Gauges behave the same in the Web Client as they
do on the Smart Client with the exception of right-click display settings support and the thermometer
style gauge. While you can drill down into the details of a critical number (assuming it is configured to
do so), drilling into the maintenance form from the critical number details (with filtering to a selected
record) is not supported in the web client.
The DataView Results Grid have a slightly more noticeable reduction in features as listed in the table
below. Over time it is expected that the difference between the two means of access will decrease as
the Web Client is enhanced to support more advanced features.
InforDBCL.exe
This utility contains all configuration tasks involving databases. The available commands with some
examples are:
• createdb - Use this command to create a new database.
Example: To create a SyteLine Application database while redirecting the log file to the administrator
user's desktop
infordbcl.exe createdb -databasename:CmdApp -username:sa -password:Sql2012
-servername:win2012 -dbtype:App -product:SL - log:c:\users\administrator\
desktop\applog.txt
• patchdb - Use this command to patch an existing database to the service pack level.
Example:
Infordbcl.exe patchdb -databasename:CmdApp -username:sa -password:Sql2012
- servername:win2012 -dbtype:App -product:SL -config:test
• linkmultisite - Use this command to link multisite databases
• applytrans - Use this command to apply a translation to a set of databases
Example:
Infordbcl.exe applytrans -config:SL9 -trans:es-mx -product:SL
• applypack - Use this command to apply either an Industry Pack or a Localization to a set of databases
Example (without reloading reports):
Infordbcl.exe applypack -config:SL9 -pack:automotive -product:SL
InforWebCL.exe
This utility contains all configuration tasks associated with IIS and clients. The available commands
with some examples are:
• webclient - Use this command to configure the web client
Example: To create a SyteLine Application database while redirecting the log file to the administrator
user's desktop
Inforwebcl.exe webclient -product:SL
• smartclient - Use this command to configure the smart client
Example:
Inforwebcl.exe smartclient -webserver:win2012 -appname:"SL ClickOnce
Client" -product:SL -root:SLClientDeploy
• webapp - Use this command to configure a web application (such as IDORequestService or
InboundQueue)
Example: create IDORequestService web application
Inforwebcl.exe webapp -dir:IDORequestService
• xbap - Use this command to configure the smart client via web (aka XBAP client)
Example: configure smart client via web with default values
Inforwebcl.exe xbap -webserver:win2012 -appname:"SL XBAP Client" - product:
SL
• enduser - Use this command to configure the end user client shortcut
Example: create a desktop shortcut to Infor CloudSuite
Inforwebcl.exe enduser -configserver:http://win2012/IDORequestService/
ConfigServer.aspx -product:SyteLine -shortcutname:"Infor CloudSuite"
InforServiceCL.exe
This utility contains the configuration tasks dealing with Windows services and replication. The available
commands with some examples are:
• replication - Use this command to configure Mongoose replication.
Example: Inforservicecl.exe replication -server:win2012 - repuser:win2012\
administrator -reppassword:test123 - listeneruser:win2012\administrator
-listenerpassword:test123
• taskman - Use this command to set the TaskMan service credentials.
Example (to set service credentials for TaskMan on local computer):
Inforservicecl.exe taskman -LogonAcct:win2012\administrator - LogonPwd:
test123
• reportservices - Use this command to Configure Report Services and deploy reports to the Report
Server.
Example: Inforservicecl.exe reportservices -url:http://report.server.com/
ReportServer -folder:SyteLineReport -dir: “C:\Program Files (x86)\Infor\
SyteLine\Report\Reports”