Infor Ming.le User Guide - Immucor, Inc. · Infor Ming.le is an application framework that provides a common user interface for integrated Infor ERP applications. Infor Ming.le provides

Infor Ming.le User GuideRelease 12.0.x

Copyright © 2017 Infor

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Publication Information

Release: Infor Ming.le 12.0.xPublication Date: March 27, 2017Document code: min_12.0.x_minug__en-us

Contents

About this guide..............................................................................................................7Contacting Infor.........................................................................................................................................7

Chapter 1: Infor Ming.le Overview.................................................................................9Getting started with Infor Ming.le...............................................................................................................9Changing the site default language and regional settings.......................................................................10

Chapter 2: Accessing Infor Ming.le.............................................................................13Supported browser clients.......................................................................................................................13Internet Explorer Compatibility View settings..........................................................................................13Browser plug-in requirements..................................................................................................................14Screen resolution.....................................................................................................................................14

Chapter 3: Becoming familiar with Infor Ming.le........................................................15

Chapter 4: Working with the top navigation panel....................................................17

Chapter 5: Working with the profile menu..................................................................19Using the User Settings menu option......................................................................................................19

Editing your profile...............................................................................................................................19Maintaining contact information...........................................................................................................19Maintaining personal information.........................................................................................................20Editing your profile picture....................................................................................................................20Editing out-of-office settings.................................................................................................................20Editing prompt settings.........................................................................................................................22Editing notification settings...................................................................................................................22

Understanding notifications.....................................................................................................................23Using the Notifications page................................................................................................................23

Accessing a QR code to configure a mobile application.........................................................................24Signing out...............................................................................................................................................24Using Search...........................................................................................................................................24

Searching.............................................................................................................................................25

Chapter 6: Using the Infor Ming.le header..................................................................27Using the Activity Feed page...................................................................................................................27

Understanding connections.................................................................................................................28Understanding groups..........................................................................................................................30

Infor Ming.le User Guide | 3

Contents

Viewing a user or group feed page......................................................................................................32Posting content........................................................................................................................................32Sharing content........................................................................................................................................33Using the Streams tab.............................................................................................................................34

Stream templates.................................................................................................................................34Streams................................................................................................................................................38Workflows.............................................................................................................................................41

Using the Social Objects tab....................................................................................................................41

Chapter 7: Infor Ming.le Homepages...........................................................................43Working with the page title bar................................................................................................................43Working with the page panel...................................................................................................................45Navigating pages.....................................................................................................................................45

Navigating by page title........................................................................................................................45Navigating by page navigator..............................................................................................................45

Understanding user permissions.............................................................................................................45Viewing your user permissions............................................................................................................46

Working with Pages.................................................................................................................................46Creating a page....................................................................................................................................46Editing a page......................................................................................................................................46Using page settings..............................................................................................................................48Removing a page.................................................................................................................................48Duplicating a page...............................................................................................................................49Refreshing a page................................................................................................................................49Sharing a page.....................................................................................................................................50Exporting and importing pages............................................................................................................50Page not available................................................................................................................................50

Using the Page Catalog...........................................................................................................................51Adding a page......................................................................................................................................51Page details.........................................................................................................................................52Preview page mode.............................................................................................................................53

Using My Pages.......................................................................................................................................53Reordering pages.................................................................................................................................53Setting the homepage..........................................................................................................................54

Publishing pages.....................................................................................................................................54Editing a published page......................................................................................................................55Understanding published pages..........................................................................................................55

Working with widgets...............................................................................................................................56Using the Widget Catalog....................................................................................................................56Configuring a widget............................................................................................................................59Changing the title of a widget...............................................................................................................59Removing a widget...............................................................................................................................59

4 | Infor Ming.le User Guide

Contents

Copying a widget..................................................................................................................................60Duplicating a widget.............................................................................................................................60Resetting a widget................................................................................................................................60About a widget.....................................................................................................................................60Widget not available.............................................................................................................................61

Publishing widgets...................................................................................................................................61Publishing a widget..............................................................................................................................61Editing a published widget...................................................................................................................62Publishing a copy of a widget..............................................................................................................63User settings in a published widget.....................................................................................................63Understanding published widgets........................................................................................................63Preparing a widget to be published......................................................................................................64

Widgets....................................................................................................................................................65Bookmark.............................................................................................................................................65Image...................................................................................................................................................65Menu....................................................................................................................................................66Notes....................................................................................................................................................68Web......................................................................................................................................................68

Alerts widget............................................................................................................................................69Working with the alert overlay panel....................................................................................................69Alerts metric widgets............................................................................................................................69

Tasks widget............................................................................................................................................70Working with the task overlay panel....................................................................................................70Working with the ION Notification overlay panel..................................................................................71Tasks metric widgets............................................................................................................................71

Workflow Activity Locator widget.............................................................................................................71Posts widget............................................................................................................................................72

Working with the post overlay panel....................................................................................................72Posts metric widgets............................................................................................................................72

ION statistics widgets..............................................................................................................................72Insight widget.......................................................................................................................................73ION by document widget......................................................................................................................73ION by connection widget....................................................................................................................74

Chapter 8: Using context applications........................................................................75Using the Alerts context application........................................................................................................75Using the Context Viewer........................................................................................................................75

Configuring the Context Viewer to subscribe to a message type........................................................76Using the Documentation context application.........................................................................................77Using the In-Context URL Viewer............................................................................................................77Using the Paparazzi context application..................................................................................................77Using the Posts context application.........................................................................................................77


Contents

Using the Tasks context application........................................................................................................78


Contents

About this guide

This guide provides information on how to use Infor Ming.leTM.

Intended audienceThis guide is intended for use by all Infor Ming.le users.

Locating product documentsYou can find the documents in the product documentation section of the Infor Xtreme Support portal,as described in "Contacting Infor."

Contacting InforIf you have questions about Infor products, go to the Infor Xtreme Support portal.

If we update this document after the product release, we will post the new version on this website. Werecommend that you check this website periodically for updated documentation.

If you have comments about Infor documentation, contact [email protected].


mailto:[email protected]

8 | About this guide

About this guide

1Infor Ming.le Overview

Infor Ming.le is an application framework that provides a common user interface for integrated InforERP applications. Infor Ming.le provides a centralized platform for employee collaboration whereinformation is shared and conversations are organized across Infor Ming.le.

The Infor Ming.le interface includes a top navigation panel with an application panel to activate thedisplay of Infor ERP applications.

On the right side of the page is a collapsible panel that hosts a series of Infor Ming.le context applicationsthat are described in detail in "Using context applications" on page 75.

Infor Ming.le provides drill-back capability among Infor applications so that users can navigate fromone application to another to track transactions, the transfer of data, and report updates. Additionally,Infor Ming.le provides an infrastructure for sharing content among the different context applications.

Getting started with Infor Ming.leInfor Ming.le is about collaborating and connecting with users and groups. From the Infor Ming.le page,you can set up your profile and begin to connect with other users and groups.

1 You first upload a profile picture. Your profile picture is shown to you and other users on posts,notifications, and your profile. You can change your profile picture at any time by editing your profile.See "Uploading a profile picture" on page 20 for information on uploading the profile picture.

2 Next, you select a user with whom to connect. Users are other Infor Ming.le users.For more information about users, see "Understanding connections" on page 28.After you establish a connection to a user, that is, a connection request is sent and accepted by theuser, you have access to post on the user's feed page. The user is also added to your connectionslist displayed under the left connections panel on the Activity Feed page. The Directory page displaysa list of users who have already joined Infor Ming.le.See "Connecting to a user" on page 29 for more information.

3 Lastly, join a group. Groups are Infor Ming.le users who have something in common.For more information on groups, see "Understanding groups" on page 30.


After you join a group or add a user (the connection request must be accepted by the receiving user),you can view your Feed page. You can access your Feed page at any time by clicking the ActivityFeed tab in the Infor Ming.le header.

Changing the site default language and regionalsettingsInfor Ming.le supports the display of multiple languages and regional settings to display numbers, dates,time and time zones that are specific to your location in the Infor Ming.le pages and context applications.Infor Ming.le content is displayed in your default browser language and regional settings if the languageis one of the current supported languages:

CodeLanguage

af-ZAAfrikaans

ar-SAArabic

zh-CNChinese (simplified)

zh-TWChinese (traditional)

cs-CZCzech

da-DKDanish

nl-NLDutch

en-USEnglish

fi-FIFinnish

fr-FRFrench

de-DEGerman

el-GRGreek

he-ILHebrew

hu-HUHungarian

it-ITItalian

ja-JPJapanese

nb-NONorwegian

pl-PLPolish

pt-PTPortuguese (native)

pt-BRPortuguese (Brazil)


Infor Ming.le Overview

CodeLanguage

ru-RURussian

es-ESSpanish

sv-SESwedish

th-THThai

tr-TRTurkish

uk-UAUkrainian

vi-VNVietnamese

If you change your browser language and regional settings, you must sign out and sign back in to InforMing.le before all of the site content that supports translation is displayed in the selected language.





2Accessing Infor Ming.le

You must always access Infor Ming.le by using the Infor Ming.le URL. By accessing the system throughthis URL, you ensure that the libraries required by Infor Ming.le are loaded during the page load;otherwise, some of the features such as Shortcuts and Context Sharing, do not work properly. TheInfor Ming.le URL has been provided to your Infor Ming.le administrator, for example: https://mingleportal.mingle.infor.com/acme-prd.

Supported browser clientsInfor Ming.le has been tested in these browsers:

Operating systemVersionBrowser

Windows 710.0.9Internet Explorer 10



Windows 8.111.0.9Internet Explorer 11

Windows 739.0.2Chrome

Mac OSX 10.97.1Safari

.

Internet Explorer Compatibility View settingsError 1: This is an error related to an unsupported browser while you are using a supported version ofInternet Explorer. If you receive an error message about an unsupported browser while you are usinga supported version of Internet Explorer, you may have unsupported compatibility view settings inInternet Explorer.


Error 2: If Infor Ming.le does not show some images or if some menus or text boxes are out of placeor missing, you may have unsupported compatibility view settings in Internet Explorer. To fix this issueyou must change your compatibility view settings:

1 Open Internet Explorer.2 Press the Alt key to display the menu bar.3 Click Tools.4 Click Compatibility View settings.5 Clear these options:

• Display all websites in Compatibility View• Display intranet sites in Compatibility View

6 Click Close.

Browser plug-in requirementsInfor Ming.le component pages use these plug-ins:

• Java Runtime Environment 1 - required for the screen capture feature of Infor Ming.le• Adobe Flash - required to enable the file download and upload capabilities of Infor Ming.le

During your first access to the site, if you have not installed the required plug-ins, you may be promptedto download and install each plug-in. To have access to complete site functionality, you must downloadthese plug-ins.

Screen resolutionThe Infor Ming.le shell supports responsive design and will adjust to fit the content on different devicesdepending on these resolution widths:

• Desktop – 1280px and upRecommended desktop resolution: 1280 x 1024

• Tablet - between 768px and 1279px• Mobile - between 320px and 767px


Accessing Infor Ming.le

3Becoming familiar with Infor Ming.le

The Infor Ming.le home page is made up of these areas:

DescriptionArea

The top navigation panel has these components:Top navigation panel

• Infor logo• Application Menu icon• Application name• Search bar• Profile icon• Share icon• Bookmark icon

See "Working with the top navigation panel" onpage 17 for more information.

The Infor Ming.le header is displayed on most InforMing.le pages. Use the Infor Ming.le header for

Infor Ming.le Enterprise header

quick access to the most commonly used InforMing.le features. The Infor Ming.le header has tabsfor:

• Activity Feed• Streams• Social Objects

See "Using the Infor Ming.le header" on page 27for more information.



Becoming familiar with Infor Ming.le

4Working with the top navigation panel

This table describes the functions available on the Infor Ming.le top navigation panel.

DescriptionFunction

The Infor Ming.le top navigation panel displays theApplication Menu icon, which displays a panel of

Application Menu icon

icons for the applications that you have authoriza-tion to view and use:

• The Infor logo is the first icon on the left side ofthe top navigation panel.

• To the right of the Infor logo, the ApplicationMenu icon and the name of the application thatyou are actively using are displayed.

To change the order of the icons that are displayedin the Application Menu, click the application iconthat you want to move. Holding down the mousebutton, drag and drop the icon to the new location.

Click to access Alerts, Tasks, Notifications, Posts,Admin Settings, User Settings, User Management,

Profile menu icon

Mobile Apps, Help, and About, and to sign out ofyour Infor Ming.le session.See "Working with the profile menu" on page 19for more information.

Click this icon to share a message in Infor Ming.lefrom the top navigation panel without leaving the

Share

page or application you are using. The Share iconis available only on pages that can be shared. TheShare overlay allows you to Add Attachments.You can also use the Share overlay to share intoa new stream or into a running stream.

Click the Bookmark icon to display a Bookmarkoverlay panel consisting of these items:

Bookmark

• Bookmark This Page• Manage Bookmarks• List of all bookmarks


DescriptionFunction

Click inside the search bar, enter the search crite-ria, and press Enter to display the search pagewith the search results.

Search

The Context Applications panel is available onapplication pages that can display context applica-

Context applications

tions. No context applications can be added to theInfor Ming.le page.For more information on the Context Applicationspanel, see "Using context applications" on page75.


Working with the top navigation panel

5Working with the profile menu

Use the tasks described in this section to learn how to use the profile menu options for your languagepreference, user information, and regional settings and to sign out of your Infor Ming.le session.

Using the User Settings menu optionClick the User Settings menu option to view or edit your profile.

Editing your profileYou can edit your profile at any time by clicking User Settings.

Your profile contains your picture and information about you. The information in your profile is categorizedinto different sets of information such as contact information, personal information, security settings,out-of-office settings, and personal settings for notifications, email, and prompts.

Maintaining contact informationDepending on what information Infor Ming.le can obtain automatically, some or all of your contactinformation may not be editable. This information is retrieved from the user management system.

Consult your administrator for more information on how to change your contact information so that itis updated in Infor Ming.le.

To edit your contact information:

1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Profile Info option, and edit the information under Personal Info that you want to update.4 Click Save to save your changes.


Maintaining personal informationUnder Personal Info, you can add information such as a nickname, location, and your skills andexpertise.

To edit your personal information.

1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Profile Info option, and edit the information under Personal Info that you want to update.4 Click Save to save your changes.

Editing your profile pictureYour profile picture identifies you in many areas of Infor Ming.le. Some of the locations where yourpicture is shown are:

• Search results when another user searches on your name, title, or other searchable information• Content that you share• Your feed page and your profile page

You can either upload a profile picture or use the default profile picture.

Uploading a profile picture1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Profile Info option, and click CHANGE PHOTO under Personal Info.4 Browse to the picture you want to use and click Open. The Profile Photo section displays the picture

you selected.5 Click Save to save this picture as your profile picture.

Editing out-of-office settingsWith Infor Ming.le, you can set up out-of-office settings to delegate tasks and alerts that are assignedto you to be delegated to a specified delegate.

Turning on Out of officeTo turn on your Out of office status and specify out-of-office delegation preferences:

1 Click the profile icon to display the User Menu.


Working with the profile menu

2 Click User Settings.3 Select the Out of Office Settings option.4 Turn on the Start Date and Time toggle to specify a start date and time when the out-of-office

setting must automatically start. If you do not specify a start date or you select a date in the past,the out-of-office period starts immediately.

5 Turn on the End Date and Time toggle to specify an end date and time when the out-of-office settingmust automatically end. If you do not specify an end date, your status remains Out of office untilyou reset it manually.

6 Optionally, to delegate activities to your delegates, turn on the Unassign and delegate assignedactivities toggle. Activities assigned to you are automatically marked as unassigned, and delegationrules are applied at the moment you turn on the Out of office setting. If you do not turn on thistoggle, the assigned activities remain invisible to other users during your absence.

7 Ensure that at least one out-of-office delegation rule is created and active. To edit delegation rules:a Click + to create a new delegation rule. A new rule is created at the end of the list.b To specify the details of the new rule, turn on the Tasks or Alerts toggle to create a more specific

rule that applies only to alerts or tasks.c Optionally, specify a string for the Containing field. You can leave this field blank, indicating that

the rule applies to all activities of the type you selected. Only tasks or alerts that contain the stringspecified in this field are delegated when this rule is applied.

d Start typing the name of your delegate in the Delegate to field. Select a user name from the list.e Turn on the Activate this rule toggle to indicate that this delegation rule must be used.f The delegation rules are applied in the order they are defined. Select a rule and use the Up and

Down arrows to place the rule in another position in the list.g To remove a delegation rule, select the rule and click the X icon.

8 Turn on the Enable Out of office toggle.9 Click Save.

Turning off Out of officeIf you want to change out-of-office settings and the current Out of office status is set to on, you mustturn off the Out of office setting.

There are several ways to turn off your out-of-office setting:

• If you specify an end time when you enable your out-of-office status, the status is changed to offautomatically at the specified time.

• If you log on to Infor Ming.le while your status is Out of office, a dialog is displayed asking if youwant to turn Out of office off. Click Yes to change your status. If you click No, your status remainsOut of office; however, you can still work within Infor Ming.le.

To turn off your out-of-office status in your profile:

1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Out of Office Settings option.



4 Turn off the Enable Out of office toggle to disable your out-of-office setting.5 Click Save.

Editing prompt settingsIn Infor Ming.le, you receive a confirmation message when you take different actions, for example,when you accept or deny a user request or when you delete a post. A window is displayed confirmingthat you want to perform the action. At the bottom of the window is a Do not show this message againcheck box next to a message. Select this check box to stop receiving the confirmations when youperform the action. You can select to begin receiving the message again in your user profile.

To edit which actions for which to receive the confirmation message:

1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Notifications and Prompts Settings option.4 Locate the Prompt Settings section.5 To receive a confirmation message when you perform the actions listed, turn on the toggle. If you

do not want to receive the confirmation prompts, turn off the toggle.6 When you finish making your selections, click Save.

Editing notification settingsYou can set preferences for how Infor Ming.le manages notifications in the Settings section of the userprofile. Notifications can be sent within the Infor Ming.le application or by email if your administratorhas enabled the email feature. In this section is a list of events for which you can receive notifications.Events include receiving a user request or receiving comments from a user about information you sharewith the user.

See "Understanding notifications" on page 23 for more information.

By default, you receive notifications for all event types. Changing the notification settings in the userprofile affects:

• What notifications are displayed when you click the notifications icon, when you view the NotificationSummary list, and when you view the notifications page, and

• What notification emails are sent to you.

You continue to receive all notifications on your feed page.

To change which events trigger notifications:

1 Click the profile icon to display the User Menu.2 Click User Settings.3 Select the Notifications and Prompts Settings option.4 Locate the Notification Settings section.



5 To select an action for which to receive a notification, turn on the toggle next to the action. To stopreceiving notifications about an action, turn off the toggle. Separate toggles are displayed for theInfor Ming.le application and email.

6 When you finish making your selections, click Save.

You also have the option to receive an activity summary email that summarizes activity in alerts, tasks,posts, and notifications. You can configure how often this summary is sent to you.

Understanding notificationsNotifications in Infor Ming.le are sent to you by the system to inform you of events that may be of interestto you or which may require your attention.

You can receive notifications at these Infor Ming.le locations:

• Your feed page, as determined by the Notifications settings in your profile.• The Notification menu option. The profile menu icon is displayed in orange to alert you that you

have new notifications. Click the profile icon to display the profile menu, which shows how manynew notifications have arrived. Click the Notifications link to access the Notifications page.

• Your email in-box, if your administrator has enabled the email feature, as determined by thenotifications settings in your profile.

If you are a group administrator, you receive notifications for the group as well as personal notifications.

These are examples of events that cause a notification to be sent:

• You receive a new message.• Someone comments on a post you made.• You have new connection requests, or, if you are a group administrator, someone is requesting

membership to a group of which you are the owner.

Some notifications are informational, such as a notification that a user commented on content that youshared. Other notifications require you to take action.

Examples of notifications that require action are:

• User connection requests• Group membership requests, for group administrators• Invitations to join groups

Using the Notifications pageYou can access the Notifications page by clicking the profile menu icon, which shows you how manynew notifications have arrived. Click the Notifications link to access to the Notifications page.



The Notifications page lists the notifications and a description of each notification. For example, "JenniferAnderson has posted a message to the Marketing group," or "John Smith has accepted your connectionrequest."

All notifications that have not been cleared are displayed. For notifications that require actions, suchas a connection request, icons are displayed for you to take the required action. For notifications thatdo not require action, such as a notification that a user posts on your feed page, you can click View toview the thread for that content.

Accessing a QR code to configure a mobile applicationTo access a QR code to configure a mobile application:

1 Click the profile icon to display the User Menu.2 Select Mobile Apps.3 Click the application to be configured.4 Follow the instructions displayed to scan the QR code onto your device.

Signing out1 Click the profile menu icon on the top navigation panel.2 Click Sign Out.

Note: This signs you out of Infor Ming.le and all of the applications that you accessed in this session.

3 Close your Internet browser session.

Using SearchYou can search for business objects, users, groups, posts, tasks, alerts, streams, templates, andnotifications by using the search icon on the top navigation panel. Clicking a hash (#) tagged word inthe body of a post initiates a search for that word and displays the search results page.

• For Infor business objects, document type, document ID, account entity, and location are searched.• For posts, user-added tags are searched. The body of the post is searched, depending on how it

is configured in Infor Registry to be searched.• For Infor Ming.le users, first and last name and department from the user profile are searched.• For Infor Ming.le groups, the group name, description, and skills from the group profile page are

searched.



• For Infor Infor Ming.le alerts, the alert description is searched.• For Infor Infor Ming.le tasks, the task description is searched.• For Infor Ming.le streams, the stream name, tags, steps, and description of public streams are

searched.• For Infor Ming.le templates, the template name, tags, steps and description of public templates are

searched.

Searching1 Enter your search criteria in Start Typing and press Enter.

A selection of results is displayed, categorized by All Results, Business Objects, Users, Groups,Posts, Tasks, Alerts, Streams, Templates and Notifications. By default, the search results aredisplayed under the All Results category. If your search criteria produces no results, a No resultsfound message is displayed.On the Search overlay, you can:

• Click the back icon (<) to return user to a previous screen• Click the next icon (>) to advance to the next screen, if you used the back icon previously.• Click the history icon to display the Context menu, which contains:

• The most recent queries, up to 10. Click a recent query to navigate to the correspondingsearch Results Listpage.

• Clear the search history option to clear all search history.

• Click the close icon (X) to close the Search overlay and return to the screen where you initiatedthe search.

2 Click a category to view the results for that category.Each category has ANY TYPE and ANY TIME filters. Based on the category, the values for theANY TYPE filter are different.

3 Click a result to view more details.For each result, the Current Action Status is displayed with a down arrow.

4 Click the down-arrow to view available actions.You can click the description of a search result:

• Clicking an alert result opens the Activity Feed page where only this alert is displayed. You canclick Show Details to view the details about the alert.

• Clicking a task result opens the Activity Feed page where only this task is displayed. You canclick Show Details to view the details about the task.

• Clicking a post result opens the Activity Feed page where only this post is displayed. You canclick Show Details to view the details about the post.

• Clicking a user result opens the user's profile page.• Clicking a group result opens the group's profile page.



• For a notification result, you may or may not be able to click the result, depending on the type ofnotification.

• Clicking a stream result opens the corresponding streams details page.• Clicking a template result opens the corresponding template details page.• For a business object result, If any drill-backs are linked, they are displayed below the search

result. If a business object is related to other business objects, a link Related Business Objectlink is displayed below the business object result.

On the results list page, the pagination is displayed. You can use the pagination to access the entireresult set.See "Using the Directory page" on page 28 for more information.Also, next to the names of the groups displayed in the search results are related actions:

• If you are not a member of a group, a Not Connected icon is displayed. Hover on the NotConnected icon to display the overlay with the option to Connect.

• If you are a member of a group, a Connected icon is displayed. Hover on the Connected iconto display the overlay with the option to Disconnect. These actions function in the same way ason the Directory list page.

5 Click the item you want to view.

Searching for application pagesThe search functionality can also locate specific Infor application pages. You search for an applicationpage by prefixing the search criteria with a colon (:) in the search text box.

Note: For this functionality to work, the page IDs for the Infor application must be added in the InforRegistry. Consult your Infor Ming.le administrator for more information.

Enter your search criteria in Start Typing and press Enter.

A selection of results is displayed. Page IDs are followed by the application name. Click the searchitem to go to the corresponding application page.



6Using the Infor Ming.le header

The Infor Ming.le header is displayed on most Infor Ming.le pages. Use the Infor Ming.le header forquick access to the most commonly used Infor Ming.le features. The Infor Ming.le header alwaysdisplays tabs for:

• Activity Feed• Streams• Social Objects

Using the Activity Feed pageClick the Activity Feed tab to navigate to the Activity Feed page.

The Infor Ming.le Activity Feed page is the main page where posts, alerts, tasks, and notifications aredisplayed. Examples of the content that is displayed on your feed page are:

• Your own posts and comments about the posts• Content that you upload such as links, files, and comments about the content• Posts and content to groups of which you are a member• Posts and content by your connected users and groups of which you are a member

You can also view other Infor Ming.le users' feed pages. The content that you can see on anotheruser's feed page depends on your connected user relationship. If you are not a connected user, a linkis displayed next to the user's profile picture. To send a connection request to the user, click the Connectlink.

The Infor Ming.le Activity Feed page is divided into these areas:

• Left Connections and Following panels• Main My Feed area

Additionally, Infor Ming.le uses these key concepts:

• Connected users• Groups• Notifications


Understanding connectionsIn Infor Ming.le, users with whom you establish a connection are called connections.

To become a connection with another user, you send a notification to the user, and the user acceptsthe notification. Your notification is called a connection request. When you send the connection request,users can see it on their feed page and in their notifications, if they choose to receive connection requestnotifications in their profile. Users can accept or decline the connection request from either of thesepages. When a user accepts the request, the user's name is displayed as a Connection on yourConnections panel.

After the connection request is sent and the user has accepted it, you are a connection of that InforMing.le user. As a connected user, you have access to post on that user's feed page, and that userhas access to post on your feed page. You also have access to view posts on a user feed page thathas a privacy level set to Connections.

If the user declines the connection request, you do not receive a notification of it. If the user acceptsyour request, you do receive a notification of the acceptance.

You can send a connection request to an Infor Ming.le user from these locations:

• From the Connect link on your Directory page• From the search results page when you search for a user• From a user profile or feed page of a user with whom you are not a connection• From the Connections section of another Infor Ming.le user's profile page.

Using the Directory pageClicking the plus symbol (+) next to the Connections heading on the left connections panel displaysyour Directory page. The Directory page is sorted by users, groups, and social objects. Click the Users,Groups, or Social Objects heading to display users, groups, or social objects.

The Directory page is paginated alphabetically. Clicking a letter displays the users, groups, or socialobjects that begin with that letter.

In the Users section, under each letter, the user names are sorted by first name and are listedalphabetically.

Your can use these options to sort by name:

• First Name to sort by first name, followed by last name• Last Name to sort by last name, followed by first name

By default, the names are sorted by the First Name option, but you can change it to Last Name. If youchange the sort option, that option remains until you change it. If you refresh the page, the sort optionreturns to the default First Name option.

The Sort by option is displayed only for users, not for groups or social objects, and has these options:


Using the Infor Ming.le header

DescriptionSort by

All user names are sorted alphabetically by firstname, then by last name.

First Name

All user names are sorted alphabetically by lastname, then by first name.

Last Name

The Directory page displays Infor Ming.le users, groups, or social objects based on the selected filter.These are the available filters:

DescriptionFilter

All users, groups, or objects with whom you have established a connectionby sending a connection request that has been accepted by the otheruser, group, or object are displayed.

Connected

All users, groups, and objects that you are following are displayed.Following

All users that are following you are displayed.Followed By

All users and groups that you have sent a connection request to and thathave not yet been accepted are displayed.

Request Pending

All users and groups that you are not connected with are displayed.Not Connected

Connecting to a userYou can send a connection request to any Infor Ming.le user by clicking the Connect link. Hover onthe Not Connected icon next to the name of the user. On the overlay, click the Connect link to senda connection request.

Using the left connections panelOn the left Connections panel, you can see your connection's picture, name, and title. When you clicka connection, you can view your connection's profile. Under your connections are the objects you arefollowing.

Removing a connectionYou can end your user relationship on Infor Ming.le with a connected user. If you remove a user as aconnection, the user no longer has access to post on your feed page, and the user no longer hasaccess to view posts that have a privacy level set for your connections. The user is no longer displayedas a connected user on your Directory page.

You can remove a user as a connection from these locations:

• From the search results page when you search for a user• From your Directory page



• From the Connections section of another Infor Ming.le user's profile page.

If you are already connected to the user, a Disconnect link is displayed in the overlay when you hoveron the Connected icon. If a user is disconnected, no notification is sent. The user no longer has accessto view posts on your feed page that are not public or to a shared group. The user can no longer poston your feed page, and you cannot post on that user's feed page or view content that is not public orfrom a shared group.

Understanding groupsGroups are a collection of Infor Ming.le users who have something in common. Groups can be basedon such areas as skills, teams, or interests. These are types of Infor Ming.le groups and their properties:

• Public

• Shared content on the feed page is viewable by all Infor Ming.le users.• The group is displayed in the search results for any user.• Any user can request to be a member of the group,• Only a member may post on the group feed page.• Any user given Create Group permissions by the administrator can create this type of group.• The administrator has access to administrate the group.• Requests to join this group are accepted automatically.

• Private

• Shared content on the feed page is viewable only by members of the group.• The group is displayed in the search results by any user.• Any user can request to be a member of the group.• Only members may post to the group feed page.• Any user given Create Group permissions by the administrator can create this type of group.• The administrator has access to administrate the group (activate, deactivate, and remove posts).• Requests to join the group must be approved by a group administrator.

For public and private groups, you can be invited to join the group by the group administrator or youcan request membership. You can request membership from the search results page, from the groupslist of another user, or by going to the group feed or group profile page.

To request to be member of a group on the search results page from the top navigation panel or froma user's group list page, hover on Not Connected and click Connect under the You are notconnected to <Group Name> message. A request is sent to the group administrator if the groupis private. It must be accepted for you to have access to the group. If the group is public, your requestis automatically accepted.

To request to be a member of a group from the group's profile or feed page, click Not Connected andclick Connect under the You are not connected to <Group Name> message. A request issent to the group administrator, if necessary.



After the request is accepted, you can see the group on your group Directory page when filtered byConnected. You have access to view and post on the group feed page.

Creating a groupTo create a group, the Infor Ming.le administrator must grant you Create Group permissions. By default,all users are granted this access.

1 Click Create a Group. The Group Information page is displayed.2 Provide the information requested:

• Name• Department• Related Skills

3 Select the Privacy Level.4 Add a Description.5 Select a group profile picture.6 Click Save. The Group Profile page is displayed.7 Click Edit Profile.8 Invite members to your group by clicking Invite Members. The Invite Members overlay is displayed.

Typing a user's name allows you to invite users to become members of your group. Users mustaccept your group invitation before they become members of your group.

9 Add Administrators, if desired. By default you are the only administrator of the group.Typing a user's name allows you to add members to become administrators of your new group.Users must be members of the group and accept the group administration invitation before theybecome administrators of the group.

10 Click Save.

Joining a group1 Click Add Connections. The Directory page is displayed.2 Click Groups to sort the Directory page by group.3 Use the Filter By options to sort the Groups Directory page by Connected, Pending Request, or

Not Connected.4 Hover on the Not Connected icon and click Connect to request to join the group. If the group has

a privacy level of Public, you are automatically added to the group. If the privacy level is Private,your request to join the group must be accepted by a group administrator.

Leaving a group1 Click Add Connections. The Directory page is displayed.



2 Click Groups to sort the Directory page by group.3 Use the Filter By options to sort the Groups Directory page by Connected.4 Hover on the Connected icon and click Disconnect to leave the group.

Viewing a user or group feed pageWhen you are viewing the feed page of a user, the posts that are displayed on the feed page are thosethat you have access to view. Clicking the user Connections heading displays that user's connections.If you click the Personal Info heading, you can see that user's information, depending on the privacysettings.

When you are viewing the feed page of a group, the feed page displays posts and content that youhave access to view. Clicking the group's Members heading displays that group's connections. If youclick the Profile heading, you can see the group's information, depending on the privacy settings.

Posting contentYou can post content while on your own feed page, a connected user's feed page, or a group feedpage. The post is assigned a privacy level depending on where you are when you post it. If you are onyour own feed page, you can set the privacy level of the post to any privacy level. The privacy levelsfor the post on your feed page are:

DescriptionPrivacy level

Content is posted on your feed page and on thefeed page of any users and groups you tagged inthe post.

Tagged users and groups

Content is posted on your feed page and on all ofyour connected users' feed pages.

Connected users

Content is posted only on your feed page but isviewable by all Infor Ming.le users.

Public

Content is posted on the group feed page and onthe feed page of all group members.

Groups

When you are on a connected user's feed page, your post is displayed only on that user's feed page.Anyone who has permission to view the user's page, including users with whom you are not connected,can view the content when they are on your connected user's feed page.

When you are on a group feed page for a group of which you are a member, your post is displayed onthat group's feed page and on all group members' feed pages. The privacy level is read only and is setto that group. All users with access to view the group feed page can view your post.

To post content:



1 Click in the Post something text box on the central feed page. It is visible only on feed pages.2 Type the text you want to post.

• Add searchable terms to the body of the post. Any word prefaced with a hash sign (#) is asearchable term, for example, #Infor.

• Add tagged users or groups. A user name or group name that you are connected to can beselected from a list when you type @ and two letters.

• To add a link, type the link text, beginning with http:// or https://. When you finish typing the link,add a space by pressing the space bar. A preview of the link is displayed below the text area.You can type additional information about the link or post in the text area at this point.

3 To add an attachment, click Add Attachment, select the file to upload, and click Open.4 Select the privacy level if you are on your feed page. The privacy level is read only when you share

on a group page or on the feed page of a connection.

Note: If you are tagging a user or group by using the "@" and two-letter functionality, the post isvisible to the user you tag and any user in the selected privacy level.

5 Click Post to post the content.

Sharing contentYou can share content from most pages within Infor Ming.le. Use the share icon from the Infor Ming.leheader to display a Share overlay. Within the Share overlay, you can add attachments. Using thevarious share options throughout Infor Ming.le, the Share overlay usually contains the content of whatyou are sharing and allows you to add your own content to the current content. When you share content,you can select the target by using the target drop-down list to restrict who may see the shared contenton the Activity Feed page.

You can also use the Share overlay to share into a new stream or into a running stream. While on theShare overlay, using the target drop-down list to select streams, click either +Start Stream or selectone of the running streams.

When you share into a running stream, your shared content is added to the Infor Ming.le activity panelon the left side of the stream details page. While sharing into a running stream, you are not redirectedto the stream, but you remain on the page from which you shared content.

When you share into a new stream, you are redirected to the +Start Stream page where you can selecta stream to be started. Your shared content is added to the Infor Ming.le activity panel on the left sideof the stream details page.



Using the Streams tabClick the Streams tab to navigate to the Streams Activity page. Use the Streams Activity page to viewstream templates, streams, and workflows:

• Stream templates are structured and defined business topics that are used to create streams.• Streams are organized and recurring conversations around a business topic.• Workflows are patterns of business activity as defined in the Infor ION Desk.

Stream templatesTemplates are structured, defined processes that are designed to fulfill a specific task or job. Thetemplate includes users who are associated with the process at a given point in time or throughout theprocess.

Click the Templates tab to create or view templates.

A template always has at least one user: the template owner. A template can have many users atdifferent authorization levels. The user who creates a template becomes the default template ownerof that template.

A user can be associated with a template in these ways:

• Template owner - Infor Ming.le users who can create, edit, and delete templates.• Stream owner - Infor Ming.le users who can start stream instances from templates.• Internal participants - Infor Ming.le users who can interact with the stream instance at the step level.

A template can be public or private, based on the privacy level of the template.

• A public template can be viewed by any Infor Ming.le user.• A private template can be viewed only by the template owner or stream owner.

One or more steps can be added to a template. A step is a specific task or process.

See "Adding steps to a template or stream" on page 36.

Using the template home pageClick the Templates tab to navigate to the templates home page. Depending on your securityauthorization, theCreate New Stream Template option is displayed. By default, the list is filtered byMy Templates.

Click Show to filter the template list view:

• My Templates - Lists templates that are public and private for which you are the template owneror stream owner.

• All Templates - Lists all public templates, regardless of your association with those templates, andincludes private templates for which you are the template owner or stream owner.



Click Filter By to filter the templates by active or not-active status:

• Active - When selected, templates with an active status are included in the list view. When notselected, templates with an active status are removed from the list view.

• Not Active - When selected, templates with an inactive status are included in the list view. Whennot selected, templates with an inactive status are removed from the list view.

Use the keyword search to filter templates by keyword.

Creating a new templateUse the Create New Stream Template option to create a new public or private template. The templatedetails page is displayed where you can start building a template to meet your requirements.

Use these template properties to define the template parameters:

DescriptionProperty

Specify the name of the template.Name

Specify the description of the template.Description

Specify the privacy level of the template.Privacy

Select to lock the stream instance steps from beingmodified from the template steps.

Lock Stream Instances

By default, the status is New until you save thetemplate. The status changes to Not Active when

Status

you save the template. The status changes to Ac-tive when you activate the template.

When you create a template, you become thetemplate owner. If you need other Infor Ming.le

Template Owner

users to own the template, you can add moretemplate owners to the template.

Specify Infor Ming.le users, Infor Ming.le groups,and IFS distribution groups to own and start thestream instances of this template.

Stream Owner

Specify Infor Ming.le users, Infor Ming.le groups,and IFS distribution groups only to participate inthe stream instance.

Internal Participants

Specify only the email IDs of the users. This func-tion requires the additionally licensed Infor Com-munities feature.

External Participants

By default, 30 days. You can specify the Due Intime in Hours/Days/Weeks/Months or Years.

Due In

Tags are single words to be indexed for searching.Tags



Click Save to save the template. After saving, an Activate option is displayed so that you can activatethe template. An Add a step feature option is also displayed so that you can add one step at a timeto the template. To create a stream instance from this template, the template must have an activestatus. After you activate the template, a Deactivate option is displayed so that you can deactivate thetemplate.

Template detailsUse this feature to view the details of a particular template.

Click a template on the Template Home page for which you want to view details and steps associatedwith the template:

• If you are the template owner, you have authorization to edit and delete the template; otherwise,you have a read-only view of the details.

• Before you can edit or delete a template, you must click Deactivate to deactivate the template.• You can click Cancel to cancel any changes that you make to the template.• Edit is displayed next to each step so that you can edit the step details or delete the step.• Any changes that you make to the template details or to the steps affect only the future stream

instances that are created from the template.• The template owner can reorder or rearrange the steps of the template by using the Reorder Steps

option.• Stream owners of the template are displayed under the Stream Owners section on the left panel.• Internal participants of the template are displayed under the All Participants section on the left panel.• Attachments of the template are displayed under the Attachments section on the left panel.• All the steps of the template are displayed under the Steps section on the right panel.

Adding steps to a template or streamWhen you click Edit from a current template or you select Add a Step while creating a new templateor while starting a new stream, an Add Step page is displayed. This step building and editing pageincludes a step properties panel, a toolbox of widgets, a step building canvas, and a widget propertiespanel. You use these tools to create a custom step.

Step properties

Use the Step Properties panel to set up the basic parameters of the step.

DescriptionProperty

Enter the name of this step.Name

Enter the description of this step.Description

Enter the amount of time this step should take.Due in



DescriptionProperty

Select this check box if you want all stream partic-ipants to be participants in this step.

Inherit Stream Participants

Select this check box only if you want an internalparticipant to start this step.

Start Step only by Internal Participants

Enter specific participants for this step. You canchoose only stream participants to become stepparticipants.

Internal Participants

Enter specific participants for this step. You canadd external participants to become step partici-pants.

External Participants

Add any attachments you want to associate withthis step.

Add Attachments

Toolbox of widgets

Use the toolbox to select widgets and drag them to the step canvas. Users can use the widgets to enterspecific information when the stream instance is running.

DescriptionWidget

Allows entry of a paragraph of text.Paragraph text

Separates the widgets in a step.Section break

Displays a website link.Website link

Allows for labeling of steps.Label

Allows entry of a single line of text.Single line text

Allows entry of a number.Number

Allows for a selection from multiple options.Dropdown

Allows entry of a date.Date

Allows entry of a date and time.Date and time

Allows for a check box multiple selection list.Check boxes

Allows for a radio button selection list.Radio buttons

Allows users to select an option and enter a com-ment. A checkpoint also tracks the last action of

Checkpoint

the current user and all actions for each user whoselects an option.

Allows a question to be asked with a list of an-swers, the results of which are displayed in a baror doughnut chart.

Poll



Step canvas

Use the step canvas to assemble your desired widgets. Widgets can be dragged from the toolbox andplaced vertically in the canvas. Move widgets up and down within the canvas by dragging and dropping.Click a widget to select it and modify the widget properties.

Widget properties

Use the Widget properties panel to specify parameters for each widget. Click a widget within thecanvas to select the widget and display the properties for the widget.

Exporting templatesUse this feature to export templates from one system to another.

To export templates, select one or more templates to export and click Export. A message is displayed,confirming whether you want to include template users and attachments in the export process. Makeyour selections and click Export to create the export file. You can open or save the file.

Importing templatesUse this feature to import a template from one system to another. To import a template, you must havepermission to create new templates.

Click Import to start the import process. A file browser is displayed from which you can select the fileto import. After you select the file, a message is displayed confirming whether you want to include anytemplate users and attachments in the import process. Click Import to finish the import process.

If a user who is assigned as the template owner in the import file does not exist in the target system,the current user who is importing becomes the template owner for that template. A dialog of your importresults is displayed, and the imported template is added to the templates list view.

StreamsStreams are instances of administrator-created templates that contain a series of steps that allow userswho are defined as "stream owners" or "participants" to interact and work collaboratively on processesand projects. You use streams to organize your conversations and track your communications.

Stream participation rolesEach stream can have users assigned to different participation roles:

• Stream owner - The user who starts a stream becomes the stream owner for that particular instance.A default stream owner can also be assigned at time of the template definition. Stream owners canstart instances of the stream and modify the data within each stream.



• Participant - Users added to a stream as a participant can interact and modify the data within thesteps of the stream. Default participants can also be assigned at the time of the template definition.

Stream privacy levelsStreams can be defined as public or private.

Public streams:

• All users can view public streams.• All users can join a public stream to become a participant.• Public streams are indexed in the default Infor Ming.le search.

Private streams:

• Private streams are viewable only by users defined as a "stream owner" or "participant" of thatparticular stream.

• Private streams are not indexed in the default Infor Ming.le search.

Stream owners can switch the privacy level of the stream between public and private at any time.

Streams Activity pageThe Streams Activity page is displayed when you click the Streams tab on the Infor Ming.le header.The page includes tabs for Streams, Workflows, and Templates.

Views and filteringThe Streams Activity page has options that you can use to modify the view and filter the streams thatare displayed:

Use the Show: drop-down list to switch the display between My Streams and All Streams views:

• My Streams - Includes all public and private streams assigned to you as "stream owner" or"participant." This view is shown by default.

• All Streams - Includes all public streams and the private streams assigned to you as "stream owner"or "participant."

Change the layout of the Streams page by selecting the Tile View or List Viewoption.

• Tile View - Displays the streams in a grid of tiles.• List View- Displays the s streams in a table list.

Use the Filter By:icons to filter the streams by running, completed, canceled, or not started status.

• Running - Streams with a running status are ongoing conversations addressing a business topic.• Completed - Streams with completed status are concluded conversations addressing a business

topic.



• Canceled - Streams with canceled status are conversations addressing a business topic that areno longer applicable.

• Not started - Streams with a not started status are conversations addressing a business topic thathave not yet started.

Type keywords in the keyword filter text box to filter the streams by keyword.

Starting a streamIf you are designated a "stream owner" of a template, you have access to start a stream instance fromthat template. Click the Start Stream option to display a list of active templates that you have accessto start. You can change the instance, add participants, and start the stream.

Each stream instance can be started from a template that is locked or unlocked:

• Locked - When a stream instance is created from a template that is locked, the information withineach step of the stream cannot be modified. New steps cannot be added.

• Unlocked - When a stream instance is created from a template that is unlocked, the informationwithin each step of the stream can be modified and reorganized. New steps can be added.

Stream detailsView the details of a stream by clicking the stream tile or by clicking a row in the streams list view. TheStream Details page is displayed. Use the Stream Details page to filter the steps, view steps, completesteps, and comment on steps. Stream owners have the option to edit or add steps.

See "Adding steps to a template or stream" on page 36.

Use these Show drop-down list options to change the view:

DescriptionSort by

All steps of a current stream are displayed.All Steps

Only the steps for which I am a participant aredisplayed.

My Steps

View the details of each step by clicking the expand icon. Within each step are the fields and actionsthat the template creator or the stream owner has defined as necessary for this step. As a participantof the stream, you can add data to each requested input. If the stream owner has restricted the stepto be completed by a particular participant, only the participants who are assigned to the step can acton that specific step. To act on a step the participant must click Start for the step. After the participanthas finished acting on that specific step, you can click Save, Complete, or Cancel. If a step has beencompleted, you can click Restart if more changes are needed. When edits are completed, you canclick the collapse icon to hide the details of that step.



WorkflowsThe definition and configuration of workflows occur in the Infor ION Desk application; however, workflowsare displayed in Infor Ming.le under the Workflows tab. Workflows that you have access to view aredisplayed. Workflows can have one of these statuses:

• Running• Completed• Canceled• Failed

You can filter the workflows displayed by clicking the Filter by icons. You can also change the viewby clicking either the tile view or list view icons.

Workflow detailsView workflow details by selecting the workflow and clicking it. The details page loads with the descriptionof the workflow, any input parameters, and any attachments. Also included is the Activity Locator. Thenotes related to the current workflow are listed on the page. You can cancel a workflow by clickingCancel. This cancellation affects only the current workflow instance.

Activity LocatorThe Activity Locator allows you to view details about each task and step in the workflow. Each step isrepresented by a node in the locator diagram. Each node has a color-coded status indicator, the titleof the task, a profile picture of the task assignee, and the date of completion.

If a search result or your Activity Feed shows a task, use the Activity Locator icon to open the ActivityLocator in an overlay.

NotesOn the details page, view notes related to the current workflow.

The user name of the person who added the notes and the date and time when the notes were addedare also displayed.

Using the Social Objects tabClick the Social Objects tab to navigate to the Social Objects page. Use the Social Objects page tosearch for objects and the related objects that are interconnected. Start by typing in the DocumentType text box and select the document type from the menu shown. Fill out any other information youmay have in the Doc ID, Accounting Entity, or Location text boxes and click Search. Select the



object from the results displayed. You can follow the object by clicking the Not Following icon. Clickingthe object displays the objects that are connected to the selected object.



7Infor Ming.le Homepages

Homepages provide you with a high-level view of critical areas of concern. Homepages are designedto give you insights, call exceptions to your attention, and provide direct links to the areas withinapplications where you do your daily work.

Homepages provide role-based home pages with widgets containing information from multiple ERPsystems in one place. Homepages are highly configurable so that you can set up a page that is tailoredto your needs.

A widget is a small, single-purpose application that provides quick, at-a-glance information or quickaccess to simple interactive functions. Widgets are simpler and faster to access than full applicationsthat may provide more functionality.

You can configure and share widgets and pages with other users through the Widget Catalog and thePage Catalog. Infor Ming.le Homepages have these areas:

DescriptionArea

The page title bar is located beneath the InforMing.le top navigation panel. It shows the currently

Page title bar

selected page and enables you to go from pageto page. It also contains the edit button and thepage menu icon (…).

The page panel shows the currently selected page.If you do not have any pages, a welcome page is

Page panel

displayed where you can create a new page oropen the Page Catalog.

Working with the page title barThe page title bar is located beneath the Infor Ming.le top navigation panel and has these areas:

DescriptionArea

Indicates the title of the currently selected page.If there are more than one page available, an arrow

Page title


DescriptionAreais displayed next to the title. You can click the titleto select other pages.

Enables you to navigate your pages. It is displayedwhen there are more than one page and consists

Page navigator

of circle icons representing each page. The current-ly selected page is indicated as a filled circle.

Use to change the layout of the page.

Note: The button is displayed only if you are autho-rized to edit the currently selected page.

Edit button

Click to display a menu with these options:Page menu

• Edit Page Layout; see "Editing a page" onpage 46

• Widget Catalog; see "Using the Widget Cata-log" on page 56

• Page Settings; see "Using page settings" onpage 48

• Remove page; see "Removing a page" on page49

• New page; see "Creating a page" on page 46• Page Catalog; see "Using the Page Catalog"

on page 51• My Pages; see "Using My Pages" on page 53• About; opens the About dialog• Advanced

• Refresh; see "Refreshing a page" on page49

• Publish Page; see "Publishing pages" onpage 54

• Export Page; see "Exporting a page" onpage 50

• Import Page; see "Importing a page" onpage 50

• Duplicate Page; see "Duplicating a page"on page 49

• Administration

Note: Some menu options are not displayed if youare not authorized to perform that action.


Infor Ming.le Homepages

Working with the page panelThe page panel shows the currently selected page or a welcome page with access to the Page Catalogand the Create Page function.

A page consists of a number of widgets in an adaptive layout ranging from one column up to afour-column layout. A widget contains a widget title bar with common actions as well as widget-specificactions and a widget content area.

Widgets can be re-arranged, resized, added, and deleted. See "Editing a page" on page 46Editing apage.

Navigating pagesWhen you have more than one page you can navigate to a different page by using the page title or thepage navigator.

Navigating by page title1 Click the page title or the arrow next to the page title in the page title bar. The arrow indicates if

there is more than one page. A drop-down is displayed with a list of pages.2 Click a page name in the drop-down to navigate to that page. The currently selected page is indicated

by a check mark

Navigating by page navigatorTo navigate using the page navigator, click the circle representing the page to navigate to the pagenavigator that is located in the center of the page title bar. The currently selected page is indicated bya filled circle. The name of the page is shown as a tooltip when you hover your cursor over the circleicons. If you have many pages, some pages are shown when you click an overflow icon.

Understanding user permissionsAn administrator can configure user permissions that limit the functionality that is available to you. If amenu option or a button is not displayed, it may be that you have not been granted permssion to it.



Viewing your user permissions1 Click the page menu icon (…) in the page title bar.2 Click About.3 Click View User Permissions to display a dialog with the permissions that apply to you.

Note: Some functionality may also be limited by permissions for specific content such as publishedwidgets and pages.

Working with PagesYou can create pages and edit existing pages. When editing a page, you can add, resize, move, andremove widgets on the page.

Creating a page1 Click the page menu icon (…) on the page title bar.2 Click New Page.3 On the New Page dialog specify the page title and page description.4 Click Create. The new page is selected and added to the page panel.

Note: If the New Page menu option is not displayed, you do have not been granted permission to useprivate pages. Consult your administrator for access.

Editing a pageYou can edit the content of a page by:

• Adding and removing widgets.• Changing the size of widgets.• Changing the order of widgets.

Note: When changing the layout of the page or removing a widget you must use the Editing PageLayout mode. In this mode, you can make changes to the page and then decide to save the changesor discard the changes by canceling.

Adding a widgetYou can add widgets the page by using the Widget Catalog.

1 Click the page menu icon (…) in the page title bar.



2 Click Widget Catalog.3 Locate the widget in the Widget Catalog and click Add. The widget is added in the top left corner

of the page if the page is empty. If other widgets are already on the page, the new widget is addedbelow them.

Adding a widget while editing the page layout

You can add widgets to a page when you are editing the page layout.

1 Click Edit on the page title bar or click Edit Page Layout from the page menu. The page is displayedin the Editing Page Layout mode.

2 Click Add Widget on the Editing Page Layout command bar. You can also click the widgetplaceholder with the plus icon (+).

3 Locate the widget in the Widget Catalog and click Add.4 Click Save on the Editing Page Layout command bar.

Resizing a widgetThe size of a widget depends on the number of columns and rows on the page. The smallest widgetis one column by one row. The largest widget is four columns by two rows.

The size of the widget is also limited by the available screen area, which limits the number of columnsthat are available. On a PC, you can change the screen area by resizing the browser window, but withother devices, the screen area may be fixed. When you adjust the screen area, the widgets areautomatically resized to fit content in the smaller or larger area. As a result, the appearance of a pagewill vary depending on the screen and window sizes of the device in use.

Resizing a widget

1 Click Edit on the page title bar, or clickEdit Page Layout from the page menu. The page displaychanges to Editing Page Layout mode.

2 Move the cursor over the widget that you want to resize. Resizing handles are displayed on the rightand bottom edges of the widget.

3 Click and drag the edge of the widget to make it smaller or larger. Other widgets on the page arerepositioned as you make the widget larger. In some cases, you must move the widget to a differentlocation on the page so that you can change it to the desired size. The available screen area alsoaffects how large the widget can be.

Note: Resizing widgets is not supported on touch devices.

Moving a widgetYou can change the order of the widgets on a page by moving a widget.

The order of the widgets is preserved in most cases, but because the page is responsive, the order ofthe widgets may change for some screen sizes. If the logical order of the widgets on a page is important,you can select the widget sizes in a way that preserves the logical order for different screen sizes. You



can test the widget layout results by resizing the browser window horizontally when you are designingthe page.

Moving a widget

1 Click Edit on the page title bar, or click Edit Page Layout from the page menu. The page displayis changed to Editing Page Layout mode.

2 Click and drag the widget to a new position. Drag the widget on top of another widget and releasethe mouse button to insert the widget in the position occupied by the other widget. There must beat least two widgets on a page to change the position of a widget.

Removing a widgetYou can remove a widget from an existing page.

1 Click Edit on the page title bar, or clickEdit Page Layout from the page menu. The page displayis changed to Editing Page Layout mode.

2 Click the remove button (X) in the top right corner of the widget to remove it.3 Click Save on the Editing Page Layout command bar.

Using page settingsYou can use the Page Settings option to change the title and description of a page. You can also seethe date and time that page was last edited.

Changing the title and description of a page1 Click the page menu icon (…) on the page title bar.2 Click Page Settings.3 Specify the page title and description.4 Click Save.

Removing a pageYou can remove a page that you created yourself or a page that you added from the Page Catalog. Ifyou remove a page that you added from the Page Catalog, you can add it again at a later time. If youremove a page that you created yourself it is removed permanently.



Removing a page1 Click the page menu icon (…) on the page title bar.2 Click Remove Page. A confirmation dialog is displayed.3 Click Yes to confirm that you want to remove the page.

Note: An administrator may assign mandatory pages to you that you cannot remove.

Duplicating a pageYou can duplicate a page, which creates a copy of an existing page, and add it to your pages. A pagecan be duplicated from the page menu or the Page Catalog. See "Using the Page Catalog" on page51.

Duplicating a page1 Click the page menu icon (…) on the page title bar.2 Click Advanced.3 Click Duplicate Page.4 Enter a title for the duplicated page.5 Click OK.

Note: When duplicating a page from the Page Catalog or duplicating a page that was added from thePage Catalog, you get a private copy of that page. The duplicated page no longer has any connectionto the page in the Page Catalog, and the duplicated page is not updated when the page in the PageCatalog is updated.

Refreshing a pageYou can manually refresh a page to get the latest version of a page. Refreshing a page may benecessary to see changes in a published page or a published widget that may have been changedsince you started your Infor Ming.le session.

Refreshing a page1 Click the page menu icon (…) on the page title bar.2 Click Advanced.3 Click Refresh to refresh the page.

Note: When you refresh a page, the Page Catalog and the Widget Catalog are also refreshed.



Sharing a pageA published page that you add from the Page Catalog can be shared in Infor Ming.le when you clickthe share icon. A link to the published page is added as a link on the Share dialog. A private pagecannot be shared; therefore, no link is added when you click the share icon if you select a private page.

Exporting and importing pagesYou can export and import pages from the page menu.

The pages are exported as text files in JSON format with .json file extension. You should never modifythe content of an exported page file. Importing a modified page file is not supported.

Note: An administrator can disable the option to export and import pages.

Exporting a page1 Click the page menu icon (…) on the page title bar.2 Click Advanced.3 Click Export Page.4 Select how to save the exported page. How to save page depends on which browser you use. The

exported page will have the name of the page as filename with the .json file extension .

Importing a page1 Click the page menu icon (…) on the page title bar.2 Click Advanced.3 Click Import Page. The Import Page dialog is displayed.4 Click the folder icon in the Choose File text box. A file selector dialog is displayed. The file selector

dialog looks different depending on the operating system that you are using.5 Browse for the page file to import and open it. The page file to import must have a .json file extension.6 Click Import on the Import Page dialog. The imported page is added and selected as the current

page.

Page not availableIf a page is not available to you, the page is replaced with a broken icon, and a You are notauthorized to view this page message is displayed. If the page is unavailable, it isrecommended that you contact the page owner. The page owner is visible in My pages and the PageCatalog. See the user after the By – label in the Page Card header.



Reasons why a page is not available are:

• The page has restrictions, and you are no longer allowed to view the page.• The page is a private page, and you no longer have permissions to add private pages.• The page is a published page previously added by you, but the current permissions do not allow

you to add a published page.

For information on how to check your current Homepages permissions, see "Understanding userpermissions" on page 45.

Using the Page CatalogThe Page Catalog shows all published pages that you have permission to view. It consists of theseareas:

DescriptionArea

The upper title bar contains actions for searching,sorting, and closing the catalog.

Page Catalog title bar

A list of published pages represented as pagecards containing information about the page.

Page Catalog page list

To open the Page Catalog:

• Click the page menu icon (…) on the page title bar.• Click Page Catalog.• Click Page Catalog on the Welcome to Infor Ming.le page.

Note: The Page Catalog menu is in the menu only if you are authorized to open the Page Catalog.

Adding a page1 Open the Page Catalog. See "Using the Page Catalog" on page 51.2 Search for a page:

Click the search icon on the Page Catalog title bar and enter part of the title, description or the nameof the person who created the page, or change the sorting by clicking the sort icon on the PageCatalog title bar.

3 Locate the page in the list of page cards. Click the page card to display the action bar at the bottomof the page card.

4 Click the plus (+) icon to add the page.

Note: If the page is updated, you receive the updated version of the page the next time you log on orrefresh the page by using the Refresh action in the page menu.



For more details and other actions on the action bar see Page details.

Page detailsA page card in the Page Catalog contains this information:

DescriptionArea

The page title.Title

The number of users who have added the pub-lished page to My pages.

Note: Users who have a page as a mandatorypage via settings are not included in this count.

Used by

Only users who have manually added the pageare included.

The page owner.By

The user who last edited the page followed by thelast edited date.

Last edited by

When you select a page by clicking the page card, a command bar is displayed. It contains theseactions:

DescriptionAction

Adds the page to your pages.Add Page

Adds a duplicate of the page as a new page. Fu-ture changes made to the page in the Page Cata-log are not applied to your page.

Note: Widgets on the page may still change de-pending on their configuration.

Duplicate Page

Deletes the page from the Page Catalog.

Note: The page is deleted for all users.

Delete

Opens the page in a preview mode. See "Previewpage mode" on page 53.

Preview Page

Note: If an action is not available, it is because you are not authorized to perform that action.



Preview page modeThe preview page mode shows a page with a page preview command bar. When in preview mode,the widget title bar contains only the widget title.

The page preview command bar contains these areas:

DescriptionArea

Preview of the page title. The page preview com-mand bar title contains the title of the page that isshown in preview mode.

Title

Creates a duplicate of the page. For more informa-tion see "Page details" on page 52.

Duplicate Page

Adds the page.Add page

You can open the preview mode from the Page Catalog by clicking the preview icon on a page cardor by clicking a shared link in a stream.

Note: Do not perform any changes to a page or widgets when the page is in preview mode.

Using My PagesIn My Pages you can see an overview of all your pages. You can access My Pages from the Pagemenu. Each page is represented as a page card with information about the page. When you select apage card, buttons are displayed at the bottom of the card that you use to perform actions related tothe selected page. You can change the order of pages, set a page as the homepage, show pagesettings, and remove a page.

Note: You may not have access to all actions for published pages.

Note: An administrator may configure mandatory pages that are displayed in My Pages. You cannotremove a mandatory page, and you may not be able to change the order of mandatory pages.

Reordering pages1 Click the page menu icon (…) on the page title bar.2 Click My Pages.3 Click the page to resequence.4 Click the move left or move right arrows to move the page to a new position. You can also click and

drag the page to the new position.

Note: An administrator may configure mandatory pages to prevent moving a page to a specific position.



Setting the homepageWhen you have more than one page, you can decide which page to display initially when you openInfor Ming.le Homepages by setting a page as the homepage.

1 Click the page menu icon (…) on the page title bar.2 Click My Pages.3 Click the page that you want to use as your homepage.4 Click the house icon.

Note: An administrator might have created a configuration that prevents you from selecting theHomepage. In this case the House button will not be available.

Publishing pagesYou can publish a page to the Page Catalog to make it available to other users.

1 Click the page menu icon (…) on the page title bar.2 Click Advanced.3 Click Publish Page. The Publishing Page mode is started, and the Edit Publish Configuration dialog

is displayed.4 To modify settings:

a Specify the page title and description.b Optionally, specify one or more tags separated by space. A tag must start with the hash character

(#).

5 To add translations:a Select the Translations tab.b Click Add Translation.c Select the language and specify the page title and description in the selected language.d Click Add.e Repeat the steps above for additional languages.

Note: The page title and description on the Settings tab are used as the default if there is notranslation.

6 To add permissions:a Select the Permissions tab.b Type the name of a user or group in the Add User or Group text box.c Select the user or group in the search result.d Select the Access Level: View Only or Can Edit.e Repeat the steps above for additional users or groups.f Click Apply.



Note: The default permission if no permissions are specified is View Only. Users and groupsthat are granted the Can Edit permission must also be allowed to publish pages for this permissionto have an effect.

7 Click Apply.8 Review the page.

You can change the page layout by clicking Edit Layout. See "Editing a page" on page 46.You can reopen the Edit Publish Configuration dialog by clicking Edit Publish Configuration.

9 Click Publish to publish the page to the Page Catalog.

Note: You may cancel publishing the page by clicking Cancel in the Publishing Page command bar.Any changes made in Publishing Page mode are discarded.

Editing a published pageAfter a page has been published to the Page Catalog, you can no longer edit the page as if it were aprivate page. To make changes to a published page, you must republish the page.

1 Click the page menu icon (…) on the page title bar.2 Click Edit Published Page. The Publishing Page mode is started, and the Edit Publish Configuration

dialog is displayed.

Note: This menu option is visible only on published pages that you are allowed to edit.

3 Modify settings, translations, and permissions in theEdit Publish Configuration dialog. See "Publishingpages" on page 54.

4 Click Apply to close the Edit Publish Configuration dialog.5 Click Edit Layout if you want to change the layout of the page.6 Change settings of any widgets.7 Click Republish to republish your changes.

Note: If multiple users are editors of a page, it is recommended to refresh the page before making anychanges. See "Refreshing a page" on page 49.Note: When you edit a published page, widget settings that are normally locked for a widget on apublished page are unlocked.Note: You cannot edit a published widget when editing a published page. See "Editing a publishedwidget" on page 62.

Understanding published pagesWhen you publish a private page to the Page Catalog, the page becomes a published page. A publishedpage is visible in the Page Catalog for all users unless you add permissions to the page. Users canadd a published page to their pages. When a published page is republished, all users who have that



page can see the updated page the next time they start Infor Ming.le. A user can also manually refresha page to see the updates.

In most cases, you cannot make changes to pages published by other users. You can, however,duplicate a published page from the Page Catalog to create a private page that you can edit. After youduplicate a published page, you no longer see any updates to the published page.

A published page cannot be edited in the same way as a private page. You must republish the pageby using the Publishing Page mode. See "Editing a published page" on page 55.

If you are using published widgets on a page, be aware that you may not be allowed to view a specificpublished widget. In this case, the widget is not available and is displayed as deactivated on the page.A published widget may also have been updated or deleted after you publish your page. For full controlover your published page, use only widgets that you published yourself or duplicate published widgets.When duplicating a published widget, you get a local copy of the published widget. Updates to thepublished widget are no longer visible.

A benefit to using a published widget on many pages is that you republish only one widget instead ofrepublishing several pages when you change the widget configuration.

Note: You may need to refresh the page or restart Infor Ming.le to see new or updated pages.

Working with widgets

Using the Widget CatalogThe Widget Catalog displays all widgets that you have permission to view. It consists of these areas:

DescriptionArea

The upper title bar. It contains a search icon forsearching and an icon for closing the catalog.

Widget Catalog title bar

A side bar with a list of widget categories and anoption to show published widgets. When you select

Widget Catalog side bar

the Show Published check box, published widgetsare shown. Clear the check box to see only stan-dard widgets, widgets without configuration, andwidgets with default configuration.

A list of widgets containing information about thewidget.

Widget Catalog widget list

Click the icon or title of a widget to display detailedinformation about the widget.

Widget Detail panel

To open the Widget Catalog:



• Click the page menu icon (…) on the page title bar.• Click Widget Catalog.• In Editing Page Layout (see "Editing a page" on page 46), click Add Widget.

Note: The Widget Catalog menu is in the page menu only if you are authorized to edit the currentlyselected page.

Adding a widget1 Open the Widget Catalog. See "Using the Widget Catalog" on page 56.2 Search for a widget:

• Click the search icon in the Widget Catalog title bar and enter part of the title, description, or tagfor the widget.

Note: The categories in the Widget Catalog side bar display the number of search results in thatcategory. If there are no results in the Widget Catalog widget list, select the All category.

• Browse the Widget Catalog by selecting a category in the Widget Catalog side bar.

3 Click Add to add the widget.

Note: If the widget is updated, you receive the updated version of the widget the next time you sign inor refresh by using the Refresh action under the page menu.

For more details, click the widget title or the widget icon. See "Widget detail panel" on page 57.

Widget detail panelThe widget detail panel shows more information about the widget. Depending on your permissions,you may have access to more actions.

To show the widget detail panel, click the widget title or the widget description in the Widget Catalogwidget list.

To go back to the widget list click Back.

The widget detail panel contains this information:

DescriptionArea

The widget icon.

Note: If the widget icon has a small dot, the widgetis a published widget.

Widget Icon

Title, description, and the owner of the widget.

Note: Published widgets have additional BasedOn <Widget name>.

Widget details

Note: Standard widgets show the widget ID andthe version.



DescriptionArea

The widget can have an optional list of tags., forexample: #CRM, #sales.

Tags

Add to add the widget. Click the Widget detailmenu (…) next to Add to perform additional ac-tions:

Actions

• Duplicate Widget. See "Duplicating a widget"on page 58.

• Delete Widget.

Note: The actions that are displayed depend onwhat permissions you have for the selected widgetas well as if the widget is a published widget or astandard widget.

Duplicating a widgetYou can duplicate a widget in the Widget Catalog. When doing so, you are duplicating the configurationfor the widget but creating a new widget on the page.

1 Open the Widget Catalog. See "Using the Widget Catalog" on page 56.2 Locate the widget.3 Click the widget title to go to the widget detail panel.4 Click the Widget detail menu (…) and click Duplicate Widget.

Note: If the Widget detail menu (…) or Duplicate Widget is not available, an administrator has createda configuration that prevents you from configuring the standard widget.

Deleting a widget from the Widget Catalog1 Open the Widget Catalog. See "Using the Widget Catalog" on page 56.2 Locate the widget.3 Click the widget title to go to the widget detail panel.4 Click the Widget detail menu (…) and click Delete Widget.

Note: Only published widgets can be deleted. Standard widgets can be hidden or removed by anadministrator.Note: Deleting a widget is an irreversible action. The widget is displayed as deactivated on all pageswhere the widget had been added. The widget is deleted for all users.Note: Only the owner (the user who published the widget) and users who are content administratorscan delete widgets in the Widget Catalog.



Configuring a widgetYou can configure the settings for a widget by using the Configure Widget dialog for most widgets. Forwidgets that do not have any configuration options or where the configuration is done directly withinthe widget content area, the Configure Widget dialog is not available. See the documentation for eachspecific widget for details on how to configure it.

To configure a widget:

1 Click the widget menu icon (…) on the widget title bar.2 Click Configure to open the Configure Widget dialog. The content of the dialog depends on the

type of widget.3 Configure the settings for the widget.4 Click Save.

Note: The Configure menu item may not be available if the widget has been published with settingsdisabled or if the widget does not support the Configure Widget dialog.

Changing the title of a widgetWhen you add a widget to a page, the widget has a default title. For some widgets, you can changethe title. For other widgets, the same title is always displayed.

1 Click the widget menu icon (…) on the widget title bar.2 Click Configure.3 Click the padlock icon next to the Title text box to unlock the title unless the title is already unlocked.4 Change the widget title.5 Click Save.

Note: If the Title text box is not displayed or if the padlock icon is not displayed, you are not authorizedto change the title for the widget.Note: You can restore the default title for a widget by clicking the open padlock icon to lock the widgettitle.

Removing a widget1 Click the edit icon on the page title bar, or click Edit Page Layout on the page menu. The page is

displayed in the Editing Page Layout mode.2 Click the remove button (X) in the upper right corner of the widget to remove.3 Click Save.



Copying a widgetYou can copy a widget from one page and paste the widget to another page.

Note: If you copy and paste a published widget to a page, the widget is a local copy and no longer hasany reference to the published widget in the Widget Catalog.

1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Copy Widget.4 Locate the page where you want to paste the copied widget.5 Click the page menu icon (…) on the page title bar.6 Click Paste Widget to paste the widget to the current page.

Note: If the Paste Widget menu option is not available, the page may be a published page. See "Editinga published page" on page 55.

Duplicating a widgetYou can duplicate a widget on a page. Duplicating a widget is the same as copying and pasting awidget on the same page.

1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Duplicate Widget to add a copy of the widget on the current page.

Note: If the Duplicate Widget menu option is not available, the page may be a published page. See"Editing a published page" on page 55.

Resetting a widgetYou can reset the settings for a widget to the default settings values. When you reset a widget, allsettings except for the widget title are reset.

1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Reset to Default to display the Confirm Resetdialog.4 Click Yes to confirm that you want to reset the widget.

About a widgetThe About dialog displays information about a widget. Additional information is displayed for a publishedwidget.



These values can be displayed in the About dialog:

DescriptionName

The title of the widget.Title

The name of the widget in the Widget Catalog.Name

The name of the widget on which this widget isbased, displayed only for a published widget.

Based on

The version of the widget.Version

The name of the user who published the widget tothe Widget Catalog, displayed only for a publishedwidget.

Owner

Widget not availableIf a widget is not available to you for some reason, the widget is replaced on the page with a deactivatedicon with The widget is not available message. If the widget is unavailable, contact the pageowner. The page owner is indicated in My Pages and the Page Catalog, after the By <user> label inthe Page Card header. If the user is System, contact your administrator.

Possible reasons for a broken widget on a page are:

• The widget was deleted from the Widget Catalog.• The widget was restricted, and you do not have view permissions.• The standard widget upon which this widget is a configured was:

• Restricted by an administrator• Removed

Publishing widgetsYou can publish a widget to the Widget Catalog to make it available to other users.

Note: An administrator may have created a configuration that prevents you from publishing widgets.

Publishing a widget1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.



3 Click Publish. The Publishing Widget mode is started, and the Edit Publish Configuration dialog isdisplayed.

4 Modify the information:a Specify the widget title and description. The title and description entered here are displayed in

the Widget Catalog.b Optionally, specify one or more tags separated by space. A tag must start with the hash character

(#).

5 To configure settings:a Select the Settings tab.b Select Use Widget Catalog title as the widget title if you want the Widget Catalog title to

override the widget title. When you select this option, the title in the widget settings is not used.c Select Enable settings if you want to allow a user to change one or more of the published widget

settings. See "User settings in a published widget" on page 63.

6 To add translations:a Select the Translations tab.b Click Add Translation.c Select the language, and specify the widget title and description in the selected language.d Click Add.e Repeat the steps above for additional languages.

Note: The widget title and description on the Basic tab are used as the default if there is notranslation.

7 Click Apply.8 Review the widget. You can reopen the Edit Publish Configuration dialog by clicking Edit Publish

Configuration.9 Click Publish to publish the widget to the Widget Catalog.

Note: You can cancel publishing the widget by clicking Cancel in the Publishing Widget command bar.Any changes made in Publishing Widget mode are discarded.

Editing a published widgetAfter a widget is published to the Widget Catalog, you can no longer edit the widget in same way as alocal widget. To make changes to a published widget, you must republish the widget.

1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Edit Published. The Publishing Widget mode is started, and the Edit Publish Configuration

dialog is displayed.4 Modify the information, settings, and translations in the Edit Publish Configuration dialog. See

"Publishing widgets" on page 615 Click Apply to close the Edit Publish Configuration dialog.



6 Change any settings of the published widget. If there is more than one widget on the page, the otherwidgets are temporarily disabled.

7 Click Republish to republish your changes.

Publishing a copy of a widgetYou can publish a copy widget to the Widget Catalog to make it available to other users. The steps aresimilar to the steps for publishing a widget. You publish the copy of the widget on a page, but the widgeton the page remains unpublished.

A scenario where this is useful is when you must publish several similar widgets where only parts ofthe widget configuration changes.

Publishing a copy of a widget1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Publish Copy. Continue with step 4 in "Publishing a widget" on page 61.

User settings in a published widgetYou can publish a widget where some of the widget settings can be changed by a user. In most cases,you do not want to enable user settings in a published widget, but there are scenarios where this maybe useful. If a widget has settings that are related to user preference, those settings can be enabledwhile other settings remain disabled.

Widget settings that are enabled for the user are not updated if you republish the widget with updatedsettings. You should not enable settings that you want to be able to change when you republish thewidget.

See "Publishing widgets" on page 61.

Note: If you are unsure whether to enable user settings, leave the settings disabled, which is the defaultsetting when you publish a widget. You can enable the user settings and republish the widget at a latertime.

Understanding published widgetsWhen you publish a local widget to the Widget Catalog , the widget becomes a published widget. Apublished widget is displayed in the Widget Catalog for all users unless an administrator addspermissions to the widget. A user can add a published widget to a page. When a published widget is



republished, all users who have that widget on a page can see the updated widget the next time theuser starts Infor Ming.le. A user can also manually refresh a page to see the updates.

In most cases, you are not authorized to make changes to widgets published by other users. You can,however, duplicate a published widget from the Widget Catalog to create a local widget that you canconfigure. After you duplicate a published widget, you no longer see updates made to the publishedwidget.

An administrator may disable a standard widget, and in this case, all published widgets that are basedon that standard widget are not available on any page and are not displayed in the Widget Catalog.

Note: You may have to refresh the page or restart Infor Ming.le to see new or updated widgets.

Preparing a widget to be publishedThe standard process for publishing a widget is to configure the widget and select Publish Widgetunder Advanced on the widget menu. When you use that process, the publish configuration is completedand the widget is published in one flow.

This is an alternative process where you can complete and test the publish configuration prior topublishing. This is useful for widgets that look and behave differently when published such as the Noteswidget. With the local publish configuration on a page, the widget looks and behaves as if it is published,but the configuration is local to the page.

Editing the publishing configuration1 Click the widget menu icon (…) on the widget title bar.2 Click Advanced.3 Click Edit Publish Configuration. The Edit Publish Configuration dialog is opened, but it is not

opened in a Publishing mode with a changed title bar.4 Enter a description for the widget. This description is not used until the widget is published to the

Widget Catalog.5 Click the Settings tab.

Depending on the widget, there may be settings that you can enable for editing first by clickingEnable settings and then specifying a setting.The tab depends on the widget. Assume that you tested the Note widget and that you no longer notwant to edit the notes. Then, make sure the Enable settings check box is not selected.

6 Click Apply.The page is reloaded and depending on your publish configuration, the widget behaves differently.For example, the Configuration menu option is no longer displayed in the widget menu (…) ifEnable settings was cleared.

7 To enable Configuration again, you must edit the publish the configuration again:a Click the widget menu icon (…) on the widget title bar.b Click Advanced.



c Click Edit Publish Configuration.d Select Enable settings on the Settings tab.e Click Apply.

8 To publish the widget, complete the steps in "Publishing widgets" on page 61.

Using this approach, you can test how a widget behaves when it is published. You can also completethis configuration on a widget before you publish a page.

WidgetsHomepages contain a set of widgets that are always available. These widgets are documented here.Other widgets may also be available from other applications. These widgets are explained in thedocumentation for each application.

BookmarkThe Bookmark widget lists your Infor Ming.le bookmarks. The widget has no configuration.

• Click a bookmark to open it.• Click a bookmark folder to expand it.• Click the refresh icon on the widget title bar to refresh the bookmarks.

ImageThe Image widget is used to display an image. The image is added to the widget as a link so it mustaccessible from a URL.

The widget uses this configuration:

DescriptionSetting

The widget title.Title

The alignment of the image.Alignment

• Center: The image is shown in the original size,centered in the widget.

• Fill The image: Resizes the image to fill thewidget without preserving the image aspect ra-tio.

• Fit The image. Resizes the image to fill thewidget while preserving the image aspect ratio.



DescriptionSetting

The URL to the image.Image URL

MenuThe Menu widget enables you to create and customize a menu. You can make these customizations:

• Launch links• Enter links and links to bookmarks• Select an icon for a link• Group the links in groups• Select the icon color for a group


DescriptionSetting


Toggle to show or hide icons in the list.Show icons in list

The Menu widget has these custom actions in the widget menu:

DescriptionAction

Adds a link to the menu. This is the primary actionfor the widget, and it is also available as a plusicon (+) in the widget title bar.

Add Link

Displays the Add Link from Bookmark menuoption.

Add Link from Bookmark

Working with links

Adding a link

1 Click the plus icon (+) on the widget title bar.2 In the Add Link dialog specify a name, URL and select an icon.3 Click Add.

Adding a link from a bookmark

1 Click the widget menu (…) on the widget title bar.2 Click the Bookmark text box and select from the list or enter part of the bookmark text to filter the

suggested bookmarks. Select a bookmark.



3 Enter the name of the link.4 Click to select an icon.5 Click Add.

Editing a link

1 Right-click the link to open the context menu.2 Click Edit to open the Edit link dialog.3 Change the name, URL, and icon as required.4 Click Save.

Removing a link

1 Right-click the link to open the context menu.2 Click Delete.

Working with groups

Creating a group

To create a group, you must have at least two links in the widget.

1 Click and drag the link to add to a new group.2 Drag the link down vertically until the New Group drop area is displayed.3 Drop the link on the New Group area. A new group is created.

Changing the icon color

1 Right-click the link to open the context menu.2 Click Change Icon Color.3 On the Change Icon Color dialog, select the icon color.4 Click Save.

Note: You can set the icon color only for a group, not for individual links.

Reordering links and groups

You reorder links by using drag and drop.

You reorder groups by using actions on the context menu.

Moving a link

1 Click and hold the link that you want to move.2 Drag and drop the link to a new location.



Moving a group

1 Right-click the group to open the context menu.2 Select an option:

• Move Group Up• Move Group Down

NotesThe Notes widget is used for creating notes. The notes are edited inline in the widget content area,and only the title can be edited in the Configure dialog.


DescriptionSetting


The notes can be formatted by using these actions on the widget menu:

DescriptionAction

Makes the selected text bold.Bold

Makes the selected text italic.Italic

Underlines the selected text.Underline

Formats the selected text as a numbered list.Numbered list

Formats the selected text as a bullet list.Bullet list

Inserts a hyperlink.Hyperlink

WebThe Web widget is for displaying a web page.


DescriptionSetting


The URL to the web page.URL

Note: Use https links as some browsers block URLs that are not loaded using HTTPS when the parentpage is loaded using HTTPS.



Alerts widgetYou can add the Alerts widget from the Widget Catalog to your homepage. The Alerts widget displaysthe most recent alerts in the alerts widget pane. You can configure the alerts widget by clicking theconfigure option from the options menu. On the Configure Widget overlay panel, you can sort the alertsby selecting either the ascending or descending option from the Sort by Time drop-down. Clicking theEscalated toggle filters the alerts widget by those alerts that have been given an escalated priority.

You can also filter the alerts by:

• Search criteria• Category• Assigned Status: To Me or Unassigned or All• Time: All, Today, Yesterday, or Older.

Each alert has multiple options that are displayed when you hover on the alert. Icons are available toassign the alert to the current user, to complete the alert, or to share the alert. There is an icon to viewthe details of the alert in an alert overlay panel.

Working with the alert overlay panelThe alert overlay panel displays the details of the alert including a description and a summary message.You can assign the alert to yourself by clicking the Assign to me icon, or assign the alert to anotherInfor Ming.le user by clicking the Assign icon and selecting the user from the drop-down.

An error message is displayed if you try to assign an alert from the alerts distribution list to a user whohas the out-of-office option activated and if the No Assignment if Out of Office ION setting is activated.

The alert overlay panel shows the attributes of the alert. You can click the Done icon to complete thealert.

The alert overlay panel shows the attachments that are associated with the alert. Thumbnail imagesare displayed for each attachment. You can add an attachment by clicking the Add Attachment iconand selecting the file to attach.

The alert overlay panel shows the notes that are associated with the alert. You can add a note by typingyour note in the text box and clicking the Save Note icon.

Alerts metric widgetsThere are three alert metrics available as widgets that you can add from the Widget Catalog to yourHomepage.

• Alerts by Status widgetThis widget displays the bar chart showing the weekly workload for the current user and how manyalerts were opened, escalated, and closed each week for the last quarter.



• Alerts by Week widgetThis widget displays the graph chart showing alerts received by the current user, by monitor, eachweek for the last quarter.

• Alerts by Monitor widgetThis widget displays the pie chart showing the total number of alerts received by the current userfrom each monitor for the last quarter.

Tasks widgetYou can add the Tasks widget from the Widget Catalog to your Homepage. The Tasks widget displaysthe most recent tasks and also the ION notifications in the tasks widget pane. You can configure thetasks widget by clicking the configure option from the options menu. On the Configure Widget overlaypanel, you can sort the tasks by selecting either newest or older option from the Order by drop-down.Clicking the Escalated toggle filters the Tasks widget by those tasks that have an escalated priority.

You can also filter by tasks by:

• Search criteria• Category• Assigned Status: To Me or Unassigned or All• Time: All, Today, Yesterday, or Older.

Each task has multiple options that appear when you hover on the task. Icons are available to assignthe task to the current user or to share the task. There is an icon to view the details of the task in a taskoverlay panel.

Each ION notification has multiple options that appear when you hover on the ION notification. A shareicon is available to share the notification. There is an icon to view the details of the ION notification ina notification overlay panel.

Working with the task overlay panelThe task overlay panel displays the details of the task including a description and a summary message.You can assign the task to yourself by clicking the Assign to me icon or assign the task to anotherInfor Ming.le user by clicking the Assign icon and selecting the user from the drop-down.

An error message is displayed if you try to assign a task from the task distribution list to a user whohas the out-of-office option activated and if the No Assignment if Out of Office ION setting is activated.

The task overlay panel displays the parameters of the task. You can complete the task on this panel.

The task overlay panel shows the attachments that are associated with the task. Thumbnail imagesare shown for each attachment. You can add an attachment by clicking the Add Attachment icon andselecting a file to attach.



The task overlay panel displays the workflow that the task follows. The workflow shows the progressof the task, indicating what has been completed, and the current task. The workflow shows what usercompleted each portion of the task, including the user's picture, a description of the task, and a taskcompletion date and time.

The task overlay panel shows the notes that are associated with the task. You can add a note by typinga note in the text box and clicking the Save Note icon.

Working with the ION Notification overlay panelThe notification overlay panel displays the details of the notification including a description and asummary message.

The notification overlay panel also displays the parameters of the notification. You can acknowledgethe notification on this panel.

Tasks metric widgetsThere are three Task metrics available as widgets that you can add from the Widget Catalog to yourHomepage.

• Tasks by Status WidgetThis widget displays the bar chart showing weekly workload for the current user and how manytasks were opened, escalated, and closed each week for the last quarter.

• Tasks by Workflow widgetThis widget displays the pie chart showing tasks received by the current user from each workflowfor the last quarter.

• Tasks Execution Time widgetThis widget displays the graph chart showing the weekly average of time elapsed between a taskassigned and a task closed by the current user from each workflow for the last quarter.

Workflow Activity Locator widgetYou can add the Workflow Activity Locator widget from the Widget Catalog to your Homepage.

By default, no content is displayed in this widget pane. You must click a task or an ION notification inthe Tasks widget to display the activity locator associated with that task or ION notification, in theWorkflow Activity Locator widget.



Posts widgetYou can add the Posts widget from the Widget Catalog to the Homepage.

The Posts widget displays the most recent posts in the post widget pane. Each post has multiple optionsthat are displayed when you hover on the post. Icons are available to add a comment or to share thepost. There is an icon to view the details of the post in a post overlay panel.

Working with the post overlay panelThe post overlay panel displays the details of the post including the profile picture and name of theoriginator of the post. The details of the post include any comments associated with the post.

The post overlay panel shows any attachments associated with the post. Thumbnail images aredisplayed for each attachment.

The post overlay panel includes any comments that are associated with the post. You can add acomment by typing in the text box and clicking the Reply icon.

Posts metric widgetsThere are post metrics available as widgets that you can add from the Widget Catalog to your Homepage.

• Trending Social Objects widgetThis widget displays a list showing the top five active social objects for the last eight weeks. Eachobject has the object ID, type, number of followers, and total number of conversations.

• Top Contributors by Department widgetThis widget displays the pie chart showing the top Infor Ming.le contributors by department as apercentage of the total users for the last eight weeks. Hover on the pie chart to display the actualpercentage by department.

• Top Social Contributors widgetThis widget displays a list showing the Infor Ming.le users with the highest post count, the users'profile picture, name, and title. The widget also displays the icon of the connection status, whichdisplays the current user's relationship with each Infor Ming.le user.

ION statistics widgetsFrom the Homepages application, you can create and configure ION statistics widgets to monitor IONand its services such as ION Connect and ION Process.



These ION Connect metrics are available as widgets that you can add from the Widget Catalog to yourhome page:

• ION Insight widget• ION Connect by document type widget• ION Connect by connection point widget• ION Workflows widget

You can configure all of the widgets by clicking Configure from the options menu. The time configurationfor each widget is set by default to since the beginning, which means from the moment ION startscollecting the data. By default, this is the moment you start using ION. However, older versions of ION,before 12.0.7, did not collect all required data. In that case, since the beginning means since themoment version 12.0.7 or a higher version was installed. These selections are displayed on the overlaySettings panel in this sample format: November 1, 2016 12:00 AM.

Insight widgetYou can add the ION Insight widget from the Widget Catalog to your home page.

This widget displays active counters of all inbound and outbound messages sent to and from ION andthe number of open workflows, tasks, and alerts.

For inbound messages, only messages that are inbound to ION are counted. The inbound messagesthat are not related to the connection point are excluded.

For outbound messages, messages created in a synchronous step in the middle of a document flow(mapping, database activity, web service activity) are excluded.

You can configure the widget by clicking Configure from the options menu. You can filter the countersby time period.

You can select the data refresh interval to be 1 second or 1 minute.

The overlay Settings panel shows the specified Time Period, by default: Since the beginning. Formore information, see "ION statistics widgets" on page 72.

ION by document widgetYou can add the ION by document widget from the Widget Catalog to your home page.

This widget displays a bar chart that shows all inbound and outbound messages for a specific documenttype since the time specified, filtered by connection points.

By default, this widget is empty. Select the source and target connection points by clicking Configurefrom the options menu.

You can select a maximum of 5 connection points for each category. If necessary, add another IONby document widget from the Widget Catalog and select more connection points to compare.



You can filter the counters by:

• Document type (verb.noun)• Sent from (connection point)• Received by (connection point)• Time period


The overlay Settings panel shows:

• The specified Document Type, by default: All.• The specified Time Period, by default: Since the beginning. For more information, see "ION

statistics widgets" on page 72.

ION by connection widgetYou can add the ION by document widget from the Widget Catalog to your home page.

This widget provides an overview of all inbound and outbound messages for a specific connectionpoint. It displays statistics on errors and queue size as a bar chart.

You can filter the counters by:

• Connection point• Time period


The overlay Settings panel shows:

• The specified Connection Point, by default: All.• The specified Time Period, by default: Since the beginning. For more information, see "ION

statistics widgets" on page 72.



8Using context applications

Use the tasks described in this section to learn how to use the individual Infor Ming.le contextapplications.

Using the Alerts context applicationThis context application displays the most recent alerts. You can sort the alerts by clicking the Sort byDate icon, ascending or descending. Clicking the Escalated icon filters the Alerts context applicationby those alerts that have been given an escalated priority. You can also filter by category by selectinga category in the Category drop-down.

Each alert has multiple options that are displayed when you hover on the alert. Icons are available toassign the alert to the current user, to complete the alert, or to share the alert. Also there is an icon toview the details of the alert in an alert overlay panel.

You can also select more than one alert and perform these actions:

• Assign the alerts to the current user, if not assigned• Unassign the alerts, if assigned to the current user• Complete the alerts• Cancel the selection

The Alerts context application is contextual so that when you access a specific page, all alerts relatedto the context of that page are displayed here in this Alerts context application.

See "Working with the alert overlay panel" on page 69 for more information.

Using the Context ViewerThe Context Viewer is a context application designed to help developers intercept and analyze thecontext messages sent from the applications.


The Context Viewer displays the JavaScript Object Notation (JSON) messages sent in context fromthe application and displays them in two formats on tabs in the context application.

The first tab, JSON Object View, contains a version of the JSON string that is parsed, formatted, andeasy to read.

The second tab, JSON Text View, contains the JSON message in the format sent by the application.

At the bottom of the context application, the Status is displayed. If the status displays Not Subscribedfor any messages, the context application is not receiving messages in context.

This table shows the currently supported message types:

Message typeDescription of the message type

inforBusinessContextInfor Business Context

contactContextContact (person, company, e-mail address)

setShortcutContextSet Shortcut Context

addFavoriteContextAdd Favorite

showFavoriteContextShow Favorite (for internal use only)

contextHelpContext Help

textMessageText Message

searchRequestSearch Request

businessSearchBusiness Search

contextualURLContextual URL

To begin receiving messages in context, complete the instructions in "Configuring the Context Viewerto subscribe to a message type" on page 76 to subscribe to a message type.

Configuring the Context Viewer to subscribe to a message typeTo configure the Context Viewer to subscribe to a message type:

1 Sign in to Infor Ming.le.2 From the Infor Ming.le top navigation panel, click the icon of the application associated with the

context application for which to configure the Context Viewer.3 After the application page loads, expand the right navigation panel if necessary.4 In the Context Viewer application under Message Type, specify the message type.5 Press Enter to apply your changes.

JSON messages are now displayed when sent by the application.


Using context applications

Using the Documentation context applicationThe Documentation context application provides online documentation specific to the context applicationassociated with the selected application. The documentation available is displayed in the contextapplication. Click a document title or link to open the documentation in a separate window.

From within Infor Ming.le, an application may display the Documentation context application so thatyou can access information on how to use that application. Click Online Help to access specific helptopics, or click a document title to open a PDF document.

To access information in PDF file format, Adobe Acrobat Reader is required.

Using the In-Context URL ViewerThe In-Context URL Viewer context application displays content based on a URL that is sent in contextas a context message. The In-Context URL Viewer context application receives a valid URL and displaysthe web site content. The In-Context URL Viewer context application does not adjust the height andwidth of the URL content. Infor Ming.le does not control the content but displays only what is shown inthe URL that is sent in context from the application.

Using the Paparazzi context applicationThe Paparazzi context application displays social objects in context to what you are currently doing.The Paparazzi context application also displays social objects that are associated with the social objectsdisplayed in context.

The Infor Ming.le administrator can turn on or off the option to follow objects. When the follow objectsoption is turned off, the Paparazzi context application displays the message: This feature iscurrently disabled. Please contact your System Administrator.

Using the Posts context applicationThe Posts context application displays the most recent posts. Each post has multiple options that aredisplayed when you hover on the post. Icons are available to add a comment or to share the post.There is an icon to view the details of the post in a post overlay panel.

The Posts context application is contextual so that when you access a specific page, all posts relatedto the context of that page are displayed here in this Posts context application.

See "Working with the post overlay panel" on page 72 for more information.



Using the Tasks context applicationThe Tasks context application displays the most recent tasks. You can sort the tasks by clicking theSort by Date icon, Ascending or Descending. Clicking the Escalated icon filters the Tasks contextapplication by those tasks that have been given an escalated priority. You can also filter by categoryby selecting a category in the Category drop-down.

Each Task has multiple options that appear when you hover on the task. Icons are available to assignthe task to the current user or to share the task. There is an icon to view the details of the task in a taskoverlay panel.

You can also select more than one task and perform these actions:

• Assign the tasks to the current user, if not assigned• Unassign the tasks, if assigned to the current user• Complete the tasks• Cancel the selection

The Tasks context application is contextual so that when you access a specific page, all tasks relatedto the context of that page are displayed here in this Tasks context application.

See "Working with the task overlay panel" on page 70 for more information.



Documents

Infor Ming.le User Guide - Immucor, Inc. · Infor Ming.le is an application framework that provides a common user interface for integrated Infor ERP applications. Infor Ming.le provides