Infor Technology

« | Main | »

Infor Process Automation 11 – What’s New?

May 23, 2016

By Jena Block, Development Business Analyst

Infor Process Automation (IPA) 11 is chock-full of many new and updated features that will add tremendous value to your business.  Further automate your current and future processes by incorporating some of the many new ways to interact with IPA.

This list provides a high-level description of the biggest features in this release.  More information can be found in the Infor Process Automation Administration Guide and in each release’s Net Change Report.

  • New Nodes
    • SubProcess Node
    • Infor Document Management Node
    • LDAP Query Node
    • SMS Node
    • Social Node
    • Landmark Admin Node
    • Infor Lawson Form Transaction Node
  • Updated Nodes
    • File Access Node
    • JMS Node
    • ION Alert Node
    • ION Notification Node
    • User Action Node
  • New way to install Infor Process Designer
  • Client and server version checking
  • Run processes on the server through Infor Process Designer
  • Hover over nodes to see their description
  • TLS Enablement
  • New card-view UI for Inbasket
  • View actions for both current and historical workunits in your Inbasket
  • IPA Grid configuration parameters moved
  • IPA runs on its own node in Grid
  • IPA related Infor Landmark user notifications are disabled by default

Infor Process Designer Updates

SubProcess Node 

SubProcessNodeThis is a long awaited for feature by our users! The SubProcess activity node is used to call a predefined sub process in IPA.  Sub processes are intended to be commonly used routines or patterns found in your processes.  A sub process does not generate a separate workunit, therefore it cannot run on its own and must be called by a parent process.  Once the subprocess node is called, all nodes within that sub process will become part of the parent.  All process variables used throughout both processes will be shared between the two as if they are essentially the same flow.

File Access Node Supports Amazon S3

The File Access activity node now supports Amazon S3 files.  In order to use this functionality, you will need to create an Amazon AWS account and configure the connection in the File Access system configuration.  Files can be read from and written to Amazon S3 “buckets.”

Infor Document Management Node

IDMNodeThe Infor Document Management activity node is used to interface with Infor Document Management (IDM).  You can use either a direct Java or Rest API to add, delete, or change the metadata for an IDM document.  This will require an IDM system configuration to be setup specifying the server URL you intend to use.

LDAP Query Node

LDAPQueryNodeThe LDAP Query activity node can be used to query any LDAP server directly and in turn, use the search results in the process flow.  If you have user information outside of the traditional Infor Lawson or Infor Landmark repositories, then this node will be very helpful.

 

SMS Node

SMSNodeThe SMS activity node allows you to send SMS messages to various phone numbers, tasks, or actors.  In order to use this node, you will need to create a Twilio account and set up an SMS connection in the system configuration.  This provides an alternative to email notifications in an automated process.

 

Social Node

SocialNodeThe Social activity node allows you to post messages to Infor Ming.le™.  Just like posting within Infor Ming.le, users have the option to post messages to a specific user’s feed, aconnected user’s feed, or an Infor Ming.le group.

 

A message post can contain one or more URL links.  In order to use this node, you will need to setup a Social connection in the system configuration which will be used to authenticate to Infor Ming.le™.  This provides an alternative to email notifications and persists the message on the Infor Ming.le™ network for multiple users to access.

JMS Node

The JMS node has been updated to automatically reconnect to the JMS server after a failed connection attempt or after the connection has been lost.

Landmark Admin Node

LandmarkAdminNodeThe Landmark Admin activity node is used to perform dbimport and dbexport commands that previously only existed on the command line.  This provides an alternative to the Landmark Transaction node for handling bulk data.

 

Infor Lawson Form Transaction Node

InforLawsonFormTransactionNodeThe Infor Lawson Form Transaction activity node is used to simplify the task of sending transactions to Infor Lawson applications which typically require one transaction for the header, followed by one or more transactions for the details.  This activity node combines the functionality of an Infor Lawson Transaction node with a For Loop node, improving efficiency by allowing users to update the header, and then cycle through any detail forms adding lines as needed with the use of just one transaction node.

ION Alert and Notification Nodes

The ION Alert node now supports sending the message detail in a tree node structure to Infor ION.  A wizard is used to build a new tree node or to modify the existing default tree node. The corresponding XML for the alert detail will be dynamically created in the wizard based on your input.

Infor Process Designer Now Installed from Server

In previous releases, Infor Process Designer was installed using an installer downloaded from Infor Xtreme.  Now, in order to install the Designer, all you will need to do is download the installer from the Landmark Server.

Infor Process Designer Version Checking

After the initial installation of your Infor Process Designer client, it’s possible that the Infor Process Automation server might get upgraded to a newer version. If the client and server versions are no longer compatible, the next time you try to start Infor Process Designer, a message will appear notifying you of this incompatibility. Included in the message will be a link that will allow you to install the correct Infor Process Designer version to use with the updated Infor Process Automation server.

Run on Server Option

Infor Process Designer now offers the options of running a process locally or on the server.  With the new run on server option, the flow can be run on the server from the designer and allow you to track the status of the newly created workunits, as well as check the log files, without having to open the Rich Client or Web UI. It also works with all the input data options which designer supports today.

RunOnServer1

RunOnServer2

Hover over Nodes for Description

When hovering the cursor over a node or connection in the designer window, a pop up panel displays with the node description and any issues that may exist.  This feature is disabled by default, but can be turned on by going to your window preferences in the designer.

HoverOverNodes

Reason Codes for User Actions

Reason codes can now be added to user actions that are created in Infor Process Designer. When you use the User Action node to create an action, select the Reason Code and Reason Comment check boxes to include these in the user action. When the action is completed by the user assigned to the task, a reason code and reason comment can be added at that time. This information is then included in the resulting work unit.

ReasonCodes

TLS Enablement

Infor Process Automation now supports TLS enablement with authentication based SMTP relaying.  This will be necessary to send outbound emails to all CloudSuite applications as they require TLS to be enabled in order to do so.

Inbasket Updates

New Card-View User Interface

The “My Tasks” page in the Inbasket has been enhanced for better viewing pleasure!  Now, the list of tasks will display in the left hand column of the page.  After selecting a task from the list, the work items for that task will populate to the right.  The details for each work item can easily be found on the bottom section of the page.

CardView

Option to View Actions on Current or Historical Workunits

In your Inbasket, when viewing “My Actions,” you now have that option to view all actions you have taken, even those from historical workunits.  Using the filter on the historical column, you can choose to view actions from current workunits only, historical workunits only, or both at the same time.

ViewActions

Server Updates

Infor Process Automation Configuration Parameters Included for GEN Data Area

When creating new data areas, the following IPA configuration parameters will be automatically included in your GEN data area.  These have moved from their previous location in the Infor ION Grid console.

  • Core Pool Size
  • Keep Alive Time
  • Queue Size

The default values for these configurations can be changed via Rich Client or the WebUI.

Infor Process Automation Runs on its Own Node in Grid

To better manage IPA resource allocation, IPA has now been given its own node in Grid by default.  You can now tweak its resource consumption separately from other nodes, as well as stop and start the node without affecting other processes.

Infor Process Automation Related Infor Landmark User Notifications Disabled by Default

To help increase performance, IPA does not publish Infor Landmark user notifications by default.  This should not be confused with IPA user notifications done via email.

Comments

7 responses to “Infor Process Automation 11 – What’s New?”

  1. Lynne Bunchek says:

    Will we be able to use IPA 11 when we upgrade to version 10 of the applications?

    • samgreen says:

      As of this article’s published date, Infor Process Automation (IPA) 11 and Infor Landmark Technology Runtime 11 operate with the Infor Global Human Resources (GHR) 11 applications, the Infor Talent Management 11 applications and the Infor CloudSuite Financials & Supply Management 11 applications. When Infor Process Automation 11 and Infor Landmark Technology Runtime 11 operate with the Infor Lawson 10 applications and Infor Lawson System Foundation (LSF) 10, then that configuration will be published in the Infor Lawson Compatibility Matrix document, which is published on the Infor Xtreme Support site.

  2. Scott Gibby says:

    When will IPA v.11 be GA for on-premise clients?

    • samgreen says:

      As of this article’s published date, Infor Process Automation (IPA) 11 and Infor Landmark Technology Runtime 11 are generally available (GA) for on premise deployment with the Infor Global Human Resources (GHR) 11 applications, the Infor Talent Management 11 applications and the Infor CloudSuite Financials & Supply Management 11 applications. When Infor Process Automation 11 and Infor Landmark Technology Runtime 11 are generally available for on premise deployment with the Infor Lawson 10 applications and Infor Lawson System Foundation (LSF) 10, then that configuration will be published in the Infor Lawson Compatibility Matrix document, which is published on the Infor Xtreme Support site.

  3. Hi Jena, do you know if the Reason Code and Reason Comment are available when taking action via email? If not, is there a plan for that? Thank you.

    • Jena says:

      Hi Thibaud, yes the reason code and reason comment are available when taking action via email. Once you click on one of the action buttons, you will be taken to a webpage that will ask you to provide a reason code and reason comment.

  4. Doms Molina says:

    HI, Is there a way to share workunits to other people? From what I remember tracking page requires for you to be involved in a workunit in order to view it. In this version can other uers see other workunits as well?

Leave a Reply to Doms Molina Cancel reply

Your email address will not be published. Required fields are marked *



About this Blog

The latest on Infor Technology