Document

Transcript Document

Infor FMS Masterpiece with Workspace & ION

Tom Fox, Business Development Manager 19 th February 2013

Masterpiece – A player in the new Infor Technology Stack

• New Infor technology stack offers two major new integration strategies • Infor Workspace – New Web UI Framework that allows UI Applications to share Context information in a publish and subscribe fashion via messages • Infor ION – New messaging framework providing the basis for integrations to many Applications as well as an avenue for Workflow and Event Management • Masterpiece can now participate in both of these corporate frameworks • First Iteration – Masterpiece initial release into the Infor Workspace framework – October 2012 • Second iteration – ION Adoption – January 2013 Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece in Infor10 Workspace

• First Release into the rich context aware environment • Begin sharing context with other web applications (Contextual Applications) • Shortcuts • In-Context BI • Bing Maps • Position Masterpiece to integrate with new UI Applications that are being developed • Context Assistant – associate electronic documents (PO, Invoice, etc.) with particular Masterpiece records • More to come • Masterpiece Web UI has been re-styled to conform with the new Infor “look and feel” • Masterpiece Web UI has been modified to be able to send and receive messages via the Infor10 Workspace framework • Meta Data driven and configurable mechanism for publishing screen context from web UI Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece – new Menu Navigation

Masterpiece running in Infor10 Workspace

Masterpiece with Documentation Contextual Application

Masterpiece with Maps Contextual Application

Shortcuts contextual application integration

Masterpiece with In-Context BI Contextual Application

Browser Support for new Masterpiece Web UI

What is Infor ION

Motion Application Cloud Application Business Vault Analytics | Reporting | Search | In-context BI

A DIFFERENT APPROACH TO MIDDLEWARE

MIDDLEWARE

Something that sits in “between” apps

ERP EXT.

APP

     very complicated, difficult to deploy not integrated to business apps very technical, not driven by business users large footprint can do

“1000”

DIFFERENCE

A

business

middleware that is easier to own at a lower cost

       easy to install, configure and activate it “just” works for Infor apps and Infor Cloud connects “non-infor” apps as well business process monitoring on-demand runs your business workflows can store data in a secure vault acts

“at the right time, right place, right moment”

Infor ION Overview

• Infor ION is a platform that enables application integration and business process management • Message delivery infrastructure • Business Object Document sending from Masterpiece to other applications and processes • Business Process Modeling • Event Management (alerts, emails, etc.) • Workflows • Includes intuitive ION Management user interface • Uses Infor Federation Services for security and user management Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Infor ION Overview (cont)

ION Connect

• Provides Connectivity between Integrating Systems • Message Delivery (BODs) • Connection Points • Connecting Systems define database with Inbox and OutBox • Connecting Systems define which Message types (BODs) are supported • Document Flows • Using Connection Points… define send and receive patterns • ION Desk provides UI for ION Connect Copyright © 2012. Infor. All Rights Reserved. www.infor.com

ION Desk – Routing Modeler

ION Workflow

• Manage Complex Business Processes • Task Flow • Approval Flows • Notifications • Activation Policies for starting Workflows • Engine examines Message Content for Activation determination • ION Activity Deck provides UI for Users • ION Desk provides administrative UI Copyright © 2012. Infor. All Rights Reserved. www.infor.com

ION Workflow

Sample Workflows and Activation Policies

• AP Approval samples • Using different workflow features • Drillbacks are configurable with Workflow • Can add drillbacks to different work units • Activity Deck provides good User Interface • ION Desk tooling makes configuring Workflows very intuitive Copyright © 2012. Infor. All Rights Reserved. www.infor.com

ION Event Management

• Monitors Business Rules • Alert Users when rules are met…..not met…..or are violated • Engine examines Message Content • ION Activity Deck provides UI for Users • ION Desk provides administrative UI Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Sample Event Management Monitors

• GL, AP and AR samples • Monitor BODs for certain conditions • Send Alert and email based on meeting conditions • Optional drillback to Masterpiece UI for certain types of records • ION Desk tooling enables easy creation and modification of Event Management Monitors • Email can be sent to users within and outside of an organization (vendors, customers or colleagues) Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece ION Adoption

• To get you started with your Masterpiece implementation, the following business events have been delivered as sample events that can be imported into ION Desk. • Account balance updated outside of a current period.

• Period activity is outside of a specified threshold.

• Supplier uses payment method of “cheque”.

• Payable invoice is paid prior to its due date.

• Payable invoice over specified amount is paid.

• Payable invoice has a status of ‘Hold.’ • Payable invoice remains unapproved after ‘X’ days.

• Payable goes from Approved to Cancelled within one day.

• Payable has been paid with amount over one million dollars.

• Payable has a discount not taken over a certain amount.

Masterpiece ION Adoption

• Receivable payment is late.

• Receivable is in dispute or a write-off.

• And to get you started with your Masterpiece and ION Workflow implementation, the following workflow has been delivered in two separate ways as two samples that can be imported into ION Desk.

• AP Voucher Approval What additional Events would be valid for SAG?

Masterpiece ION Adoption

• A

BOD wizard

will be created and maintained by the ION Factory which will be the central repository which will house information on: • BODs which have already been developed and therefore are generally available • BODs which have been funded by development and are in the process of being developed • Whether the application subject to the to/from has been ION enabled (prerequisite) Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece ION Application Support Panels

ION to Masterpiece Drillback Configuration

• The xml files define drillbacks between ION and Masterpiece • From Event Management alerts • From Workflow tasks and notifications • Within Masterpiece UI mapping views to work units • Supplied as part of Exporter installation • Drillbacks are enabled when both Activity Deck and Masterpiece are running inside Infor Workspace Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece – Available Now

Infor Workspace for Masterpiece 4.0

• Infor Blue 2.0

Completed Technical Updates

• CICS 4.2

• DB2 10 • MS SQL Server 2008 R2 for MP 2.0

• Datacom 12 • zOS 1.13

Masterpiece Roadmap

In Process

https://usdawrds1.infor.com/SitePages/InforSuite.aspx

This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Neither Infor nor Lawson is committing to develop or deliver any specified enhancement, upgrade, product, service, or functionality, even if such is described herein. Many factors can affect Infor or Lawson’s product development plans and the nature, content, and timing of future product releases, all of which remain in the sole discretion of Infor or Lawson. This presentation, in whole or in part, may not be incorporated into any agreement. Infor and Lawson expressly disclaim any liability with respect to this presentation. Copyright © 2012. Infor. All Rights Reserved. www.infor.com

Masterpiece Series Roadmap Masterpiece 4.0

• Technical updates • Regulatory updates • 1-2-3 Enhancements • New support agents

Masterpiece 4.01

• Technical updates • Regulatory updates • 1-2-3 Enhancements 2012

Infor Workspace

• Updated GUI • Embedded KPIs • Embedded apps • Integrated to social media 2013

Infor ION Integration

• Publish Financial BODs • ION Workflow & Event Management

Infor ION Integration

In Process

• ION Integration to Enable Workflow and Event Management • Purchasing – Planned for April 2013 • Infor Expense Management • Infor Enterprise Asset Management • Development of new User Interface – UX 3.0

Masterpiece Workspace & ION Adoption

https://usdawrds1.infor.com/SitePages/InforSuite.aspx

Document

Transcript Document

Infor FMS Masterpiece with Workspace & ION

Masterpiece – A player in the new Infor Technology Stack

Masterpiece in Infor10 Workspace

Masterpiece – new Menu Navigation

Masterpiece running in Infor10 Workspace

Masterpiece with Documentation Contextual Application

Masterpiece with Maps Contextual Application

Shortcuts contextual application integration

Masterpiece with In-Context BI Contextual Application

Browser Support for new Masterpiece Web UI

What is Infor ION

A DIFFERENT APPROACH TO MIDDLEWARE

MIDDLEWARE

Something that sits in “between” apps

DIFFERENCE

A

middleware that is easier to own at a lower cost

Infor ION Overview

Infor ION Overview (cont)

ION Connect

ION Desk – Routing Modeler

ION Workflow

ION Workflow

Sample Workflows and Activation Policies

ION Event Management

Sample Event Management Monitors

Masterpiece ION Adoption

Masterpiece ION Adoption

Masterpiece ION Adoption

Masterpiece ION Application Support Panels

ION to Masterpiece Drillback Configuration

Masterpiece – Available Now

Infor Workspace for Masterpiece 4.0

Completed Technical Updates

Masterpiece Roadmap

In Process

Masterpiece Workspace & ION Adoption

Directory