Connect to Infor FSM

Infor FSM (Financials & Supply Management) runs on Infor OS, which manages authentication across all connected applications. Data Hub connects to Infor FSM via the Infor ION API. To connect Data Hub to Infor FSM, you first need to register Data Hub in Infor OS, create an OAuth client, and download a credentials file. The credentials file contains the values you will enter in Data Hub when you set up the connection.

Prerequisite Tasks

Complete these steps in Infor OS. You will need Infor OS administrator access.

Step 1: Register Data Hub as an authorized app

1. In the Infor OS Portal, go to Infor ION API > Authorized Apps.
2. Select the Add New App icon.
3. Enter a name for the app (for example, Data Hub) and select Backend Service as the application type.
4. Select the Save icon.

Step 2: Create an OAuth client and download credentials

1. On the app you just created, select Download Credentials.
2. Toggle on Create Service Account.
3. In the Full Name field, search for and select the Infor user you want to associate with this service account.
4. Select Download. A .ionapi credentials file downloads to your machine.

Keep this file available to use its values to fill in the connection settings in Data Hub.

For more information, see Service Authorized App (.ionapi) in the Infor Documentation Library.

Create a Connection

Once you have completed the prerequisites, you are ready to set up the connection in Data Hub.

1. Go to Connections and select Add Connection.
2. Search for and select Infor FSM.

Basics tab

1. Replication Environment: A replication environment is a dedicated infrastructure layer that Data Hub uses to extract and stage data from Infor FSM. Your organization's default environment is selected. Select Set ERP to assign this environment to the Infor FSM data source.

• If you need to add a new environment, select Provision and complete the following fields:

  Field	Description
  Environment Name	A name for the environment as it will appear across Data Hub, for example, Development.
  ERP	Defaults to Infor FSM.
  Hosting Region	The AWS region where replicated data will be stored. Defaults to US East (N. Virginia) based on your organization's region (NA). If your organization has data residency or compliance requirements, select the appropriate region before proceeding.

  Select Start Provisioning. Provisioning may take up to 30 minutes. You will receive an email notification when provisioning completes or if it encounters an issue. Once complete, select Continue. The replicated data endpoint is created, and the environment is now available for selection.

  Note: Each connection requires a dedicated replication environment. Once assigned, the environment is dedicated to that ERP and cannot be shared or reassigned. The number of connections you can create depends on your organization's subscription.

2. Enter a Connection Name and an optional Description.
3. Select Next.

Connect tab

Use the values from your .ionapi credentials file you downloaded in step 2 of the prerequisites to fill in the fields below.

Select Test Connection to verify the connection, then select Next. A successful connection test is required before you can create the connection.

Advanced tab

The following setting is pre-configured with the recommended value. You only need to change it if your environment has specific requirements.

Select Create Connection.

Your Infor FSM data source is ready and appears on the Connections page. Data Hub creates predefined replication tasks once data is pulled in. See the Data Replication section for more information.