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Version: 6.0

Infor ION Service

The Infor ION Service establishes an authenticated connection between B2Win Suite and your Infor CloudSuite environment. It is used by nodes that interact with Infor Document Management (IDM) — to read, write, and monitor documents — and by the Infor DataFabric Trigger, which listens for real-time object changes from Infor DataFabric. Specifically, the following nodes rely on this service:

Setup Steps​

1. Log in to Infor OS Portal​

Go to Infor OS Portal.

2. Open API Gateway​

Open OS > API Gateway.

api-gateway

3. Create an authorized app​

Open Authorized Apps and click Add New App.

new-app

4. Enter the app details​

Use the following values:

  • Name — B2WinSuite-App (or any unique name to identify this service configuration)
  • Type — Backend service
  • Description — optional description
  • Grant Type — Password Credentials
  • Scopes — select Infor-DataFabric and Infor-ION

details scopes

5. Save the app​

Click Save.

save

6. Download credentials​

Open the app and click Download Credentials.

creds

7. Create the service account and download the file​

Enable Create Service Account, enter the username, then click Download to save the .ionapi file.

download

Configure in B2Win Suite​

Go to Configurations > Services and open the Infor ION service. On the Details tab, fill in the following:

  • Name — A unique name to identify this service configuration.
  • Description — An optional description for the service.
  • Service Override Type — Specify the override type: None, Allow, or Force.
  • ION API File — Upload the .ionapi file from step 7. This file contains all the connection details needed for the IDM service.

Click Save when done.

See Services Configuration for admin options such as field permissions and override policies, or My Services if you are configuring this as a user.

Usage​

Once configured, this service can be selected in the following nodes:

Infor DataFabric DB Connection​

The same .ionapi file can also be used when creating a DB Connection that connects to Infor DataFabric. When adding a new DB Connection in Configurations > DB Connections, select the Infor Compass JDBC driver and upload the .ionapi file from step 7. This gives B2Win Suite direct SQL-like query access to DataFabric data, which can then be used in Visual Query, Query Trigger, and other database-driven nodes.

Troubleshooting​

  • Verify the .ionapi file has not expired or been revoked in the Infor OS Portal.
  • Confirm the authorized app in ION API has the required permissions for IDM operations.
  • Check that the B2Win Suite server can reach the Infor ION API gateway URL.
  • If document uploads fail, verify the Document Type specified in the node is valid in your IDM environment.