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Configuration Management with Local Packages - Creating a Package with Manual Selection
This video explains how to create a Local Package by manually selecting the resources to include.
Learn how to efficiently manage your configuration packages in Infor OS.
00:00 Introduction
00:59 Local Packages
01:20 Creating a Local Package
01:47 Package Properties
01:57 Export Options
02:16 Applications
02:30 Package Options
04:58 Review and Submit
05:19 Creation Progress
05:50 Local Package Details
More resources available: https://bit.ly/4c1IXsf
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfigManagement #LocalPackages
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Infor Agent Platform with GenAI Factory
The GenAI Factory is where you build and configure custom AI assistants for your teams, tools, agents, focus modes, chat, and conversation starters, all working together inside the GenAI platform.
This video walks you through how the factory works, the building blocks behind a custom AI assistant, and how the pieces fit together to create assistants suited to your company's own terminology and workflows.
0:00 Introduction
0:32 The Idea Behind the GenAI Platform
1:14 Security Roles You Need to Know
2:01 Tools: The Building Blocks
2:38 Agents: The Coordinators
3:11 Putting Tools and Agents Together
3:41 Focus Modes
4:04 Testing in Chat
4:37 Conversation Starters
5:05 Common Pitfalls
Check out more today: https://docs.infor.com
#InforOSEnablement #TheIndustryCloudPlatform #InforGenAI #GenAI #GenAIFactory
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Configuration Management - Local Packages & Working with Tags
See how you can navigate to Configuration Management in the CloudSuite Self-Service Portal and create, lock, unlock, and delete Tags for Local Packages.
00:00 Introduction
01:18 Navigation
01:38 The List of Tags
01:53 Creating a Tag
03:40 Adding Resources
04:52 The Tag Details dialog
05:17 Locking and Unlocking a Tag
06:59 Deleting a Tag
07:27 Recap
Learn more: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfigManagement
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Configuration Management
An overview of the capabilities of Configuration Management, covering Local Packages, Global Packages and Hybrid Packages.
00:00 Agenda
00:48 Introduction
01:08 Resource Classification
01:47 Use Cases
02:28 Package Types
03:11 Local Packages
04:40 Global Packages
05:41 Hybrid Packages
06:34 CloudSuite Self-Service Portal
07:04 Recap
Learn more today: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #SelfServicePortal #ConfgurationManagement
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Infor CloudSuite Usage Report
Learn how to interpret the Cloud Egress tile in the Infor CloudSuite Usage Report and understand how outbound data consumption is measured against your subscription entitlement.
This video explains the services that contribute to cloud egress, how to analyze usage trends by tenant and resource, and how to use report filters to investigate consumption patterns. By the end, you'll be able to identify where egress is occurring, how it is trending over time, and which activities are driving usage.
0:00 - Introduction
0:53 - Understanding the Cloud Egress tile
1:18 - Key metrics
1:58 - Contributing Services
3:12 - Analyzing egress trends
6:00 - Wrap-up
#InforOSEnablement #TheIndustryCloudPlatform #Infor Concierge #CloudEgress
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Infor ION - AnySQL Modeler
Learn how to use the AnySQL Modeler in Infor ION to configure flexible, incremental data ingestion using custom SQL queries.
This video walks through building a connection point, defining a model, and scheduling a data flow to efficiently extract, filter, and deliver data to the Data Lake. By the end, you’ll understand how to create purpose-built ingestion pipelines tailored to your reporting and analytics needs.
0:00 Introduction and overview of AnySQL Modeler incremental ingestion
0:27 Use cases and benefits of custom SQL-based ingestion
0:54 Creating the database connection point
1:24 Defining the SQL model and selecting source data
2:22 Configuring incremental keys, filters, and output settings
3:44 Reviewing model results and generating metadata
4:37 Setting up scheduling options
5:04 Creating and running the data flow and validating results
Check out more information here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforIONDataLoader
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Infor Data Loader
Learn how to use Infor Data Loader to perform efficient incremental data loads, bringing in only new or updated records on a scheduled basis.
This video walks through the end-to-end setup, from configuring connection points and data objects to scheduling and running automated loads. By the end, you’ll understand how to streamline data ingestion, reduce system impact, and keep your data continuously up to date.
0:00 Introduction and overview of Data Loader Incremental Loads
0:18 What is Infor Data Loader and key benefits
0:48 Incremental load advantages and use cases
1:47 Creating the connection point and incremental keys
3:19 Generating the Data Catalog object
5:09 Configuring the Data Loader model
6:23 Setting documents and scheduling incremental loads
7:42 Validating results in Data Lake
7:54 Best practices and final recap
Check out more information here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforIONDataLoader
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Infor Data Fabric
Learn how Infor Data Fabric security profiles help control access to data at both the object and property level.
This video demonstrates how administrators can configure, test, and enable data security to ensure users see only the data they are authorized to access. By the end, you'll understand how to implement secure, role-based data access while protecting sensitive information across Data Fabric.
0:00 - Introduction to Data Fabric security profiles and data security
0:29 - Understanding object-level and property-level data access
1:17 - Enabling and managing data security in production
1:44 - Default security profiles and best practices
3:36 - Configuring property-level security and restricting sensitive data
4:22 - Activating data security and validating user access
5:20 - Data access behavior, Atlas restrictions, and security profile considerations
Learn more: https://bit.ly/4pfIPef
#InforDataSecurity #InforOSEnablement #TheIndustryCloudPlatform
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Usage Reports - Integration Processing Capacity Detail View
Learn how to use the Integration Processing Capacity detail view inside the Usage Report in Concierge.
This walkthrough is perfect for administrators monitoring day-to-day integration operations or executives tracking license consumption.
Stay on top of your usage and get the visibility you need: https://bit.ly/4yiBH4Q
#UsageReports #ProcessingCapacity #InforConcierge #InforOSEnablement #Infor
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Infor CloudSuite Usage Report
Gain insight into how to interpret storage capacity (non‑database storage) in the Infor CloudSuite Usage Report.
It explains how storage consumption is measured, visualized, and reported across your environment. Viewers will gain insight into what contributes to overall storage usage and how to better understand its impact on subscriptions.
Learn more here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #Infor #CloudSuite #InforEmployee
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Infor Data Fabric - Stream Pipelines
Learn how to use the Function transformation in Infor Data Fabric Stream Pipelines to combine fields, add constants, and format date values for your target schema.
This video demonstrates how to create custom fields such as display names or standardized date formats as part of your pipeline design. By the end, you’ll understand how to enhance and validate your data before it reaches the destination table.
0:00 Introduction and overview of Function transformation
0:24 Use cases for combining fields and formatting data
0:48 Prerequisites and setup requirements
1:24 Adding the Function transformation
1:47 Overview of available functions
1:55 Concatenate function demonstration
2:43 Formatting date/time fields
3:08 Converting date formats
4:18 Verifying results and data alignment
4:41 Summary
Check out more information here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforDataFabricStreamPipelines
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Infor Data Fabric - Stream Pipelines
Learn how to use the Mapping transformation in Infor Data Fabric Stream Pipelines to align and rename source data fields to match your destination schema. This video walks through both manual mapping and AutoMap options to efficiently configure your pipeline. By the end, you’ll understand how to ensure your data is accurately structured and validated during the initial load process.
0:00 Introduction and overview of Mapping transformation
0:40 Prerequisites and setup requirements
1:25 Adding the Mapping transformation
1:45 Setting the destination table
1:56 Manual mapping method
2:18 AutoMap method and considerations
3:05 Verifying results and data alignment
3:22 Summary
Check out more information here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforDataFabricStreamPipelines
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Infor Data Fabric - Stream Pipelines
Learn how to streamline your data pipelines by controlling which fields are passed from source to destination.
This video introduces the Select Properties transformation in Infor Data Fabric and shows how to include only the data you need. Designed for data and ETL administrators, it highlights how to simplify datasets and improve downstream usability.
0:00 Introduction and overview of Select Properties
0:46 Prerequisites and setup requirements
1:29 Adding the Select Properties transformation
1:42 Selecting and filtering columns
2:14 Verifying mappings and excluded fields
2:28 Running the pipeline and initial load
2:51 Monitoring load status and validating results
3:03 Summary
Check out more information here: https://bit.ly/4pfIPef
#InforOSEnablement #TheIndustryCloudPlatform #InforDataFabricStreamPipelines
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Using OAuth2 authentication with your own Microsoft 365 SMTP server
Be prepared for the removal of Basic Authentication for Microsoft 365 SMTP.
See how you can set up Infor OS to use your Microsoft 365 SMTP service and authenticate using the OAuth2 protocol.
00:00 Introduction
01:44 Register Application in Azure
03:00 Add API Permissions
03:44 Register Service Principal in Exchange
05:24 Enable SMTP OAuth for the User
05:48 Set up Domain and SMTP in Self-Service Portal
08:42 Recap
Learn more: https://bit.ly/4vILvn1
#InforOSEnablement #TheIndustryCloudPlatform #InforConcierge
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How Kattsafe scales rapid growth with Infor Velocity Suite
Kattsafe, a global height-safety manufacturer, was growing fast—but manual order entry was slowing them down.
The solution? Infor Velocity Suite—deploying AI-powered OCR, RPA, and API integrations to fully automate their order creation process in under 30 days.
Measurable results:
· 88% faster order processing
· 700+ hours saved annually
· Manual keying errors virtually eliminated across all markets
Now, Kattsafe is expanding automation to more processes using continuous process mining insights, building a scalable foundation for long-term growth.
See how Infor is powering operational excellence at Kattsafe. Learn more: https://bit.ly/4xoiPRy
#Manufacturing #InforVelocitySuite #Automation #AIinManufacturing
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Getting Started with AI: Infor Velocity Suite and the Agentic Enterprise
Infor AI turns data into predictions by making machine learning more accessible across your organization.
In this session, we’ll show how Infor AI supports both citizen data scientists and machine-learning experts, covering the platform’s core capabilities and practical steps to create and deploy an AI model in an Infor environment.
By the end, you’ll know how to start applying AI to your business problems within your Infor environment.
#InforOS
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Meet Jamie Phillips: Infor's Award-Winning Payroll Expert
Meet Jamie Phillips—Infor Senior Account Executive and 2026 Payroll Man of the Year—and see how his real-world payroll expertise drives better outcomes for Infor WFM customers every day.
Infor WFM is powered by people who live and breathe payroll. Jamie brings that deep, hands-on knowledge directly to our customers, helping them navigate complexity and achieve payroll excellence.
Connect with Jamie to learn more: https://bit.ly/3OeXZlH
Discover the latest trends, tips, and best practices in enterprise workforce management, and learn how to use our WFM tools to make the most of them. https://bit.ly/4dyqaGh
#PayrollExcellence #InforWFM #Payroll #WorkforceManagement #HRTech
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How Infor helped Coram boost its warehouse efficiency
Coram, a European bathroom fixture and accessories manufacturer, needed a smarter way to manage warehouse operations during peak demand. Coram turned to Infor WMS and Infor Velocity Suite, implementing AI-driven pick path optimization to replace static routes.
The results:
· 15% faster picking
· 25% less travel distance
· 3,000 order lines per day
Want to learn more? Explore other Infor customer stories: https://bit.ly/42jgnh6
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April 2026 Infor OS Platform Updates: UX & Application Development
Join us for Part 3, the last session of our webinar series on Infor OS Platform updates from this year’s April Release. This final session showcases updates to the platform’s UX and app development capabilities.
In this webinar, we’ll go through improvements to:
· Mongoose
· OS Portal
· IFS
#InforOS
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April 2026 Infor OS Platform Updates: Integration & Automation
Join Part 2 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Discover new improvements and features for integrating and automating within the Infor OS Platform.
This session covers updates for:
· API Gateway
· BaaS
· ION
· IDP
· RPA
· Notification Center
#InforOS
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April 2026 Infor OS Platform Updates: Data & Intelligence
Join Part 1 of 3 in our webinar series on Infor OS Platform updates from this year’s April Release. Explore new capabilities and enhancements to data and intelligence components of the Infor OS Platform.
This session covers updates for:
· AI
· Birst
· Data Fabric
· EPM
· GenAI
· GRC
· Process Intelligence
#InforOS
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Getting Started with Infor Mongoose
Join our live session to start your journey or expand your knowledge of Infor Mongoose.
This session will show how Mongoose, Infor’s extensibility engine, offers agile innovation that’s secure and upgrade friendly without touching your core applications.
We'll also cover:
Solution demos
A tour of its key capabilities
Building an Infor Portal widget
#Infor #Developer #Extensibility
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Managing & Calling Flows via API
Learn how to manage and trigger custom document processor flows using the Infor Document Processor (IDP) API. In this tutorial, we show how to:
Identify and use a custom document processor flow - 00:18
Locate and apply the correct flow GUID - 00:35
Upload documents and create jobs via the API Gateway - 00:47
Retrieve extracted values using the job ID - 01:25
Work with both custom and pre-built flows - 02:06
Whether you're building automations or integrating document intelligence into your apps, this is your quick guide to get started.
Your next steps: Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices. Follow us for the latest innovation updates.
#Developer #Infor #API
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How Infor Velocity Suite automates complex sales order processing at Benchmark Electronics
Benchmark Electronics supports more than 250 customers across industries—from healthcare to aerospace—each with unique requirements and timelines. For one major $25 million customer, managing daily orders and change requests through PDFs meant hours of manual work and constant rechecks.
To break that cycle, Benchmark Electronics partnered with Infor™ to deploy Infor Velocity Suite and automate the entire process. Using a combination of advanced technologies including robotic process automation (RPA), and generative artificial intelligence GenAI-powered document processing, the system extracts data from sales order documents regardless of layout to validate and flag discrepancies. This end-to-end automation turns a time-consuming process into a faster, error-resistant workflow.
Infor Velocity Suite enabled Benchmark Electronics to:
• Automate complex, PDF-based order processing across 250 customers with different order document layouts
• Reduce manual effort and costly errors with GenAI-driven validation
• Spark company-wide demand for new automation initiatives
Get more information and connect with an Infor Business Development Representative: https://bit.ly/4oUYPAg
View more Infor customer stories here: https://bit.ly/42jgnh6
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How to Leverage the Power of OCR with IDP
This webinar serves as a course on the basics of IDP and using LLM's as the backbone for OCR.
In this session, we'll show you how to create a document-processor flow for invoice processing, and how IDP can be leveraged for wide array of use cases. We will also showcase IDP's new features, like model versions, that make configuring and editing flows easier than ever before.
#Developer #Infor
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Meet the Winners of the 2025 Infor Community Hackathon
Since June, our customers, partners, and Infor employees from around the world have been creating cutting-edge solutions with the Infor Industry Cloud Platform. This video shows Infor Leadership announcing the hackathon winners at the awards ceremony during Infor TechX in Orlando, Florida.
Join the conversation and see our upcoming developer events in the Infor Community: https://community.infor.com/categories/developer
Visit our Developer Portal for tutorials and best practices: https://developer.infor.com/
Get monthly updates on developing with Infor in our newsletter: https://developer.infor.com/hub/newsletter
Click here to see all hackathon finalists and their project demos: https://community.infor.com/categories/hackathon
#Infor #InforOS #InforCommunityHackathon2025 #TechX2025
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Financial Planning & Analysis with Infor EPM Excel Integration
Unlock the power of Infor EPM Excel integration. In this tutorial, we show how to connect Excel with Infor EPM for faster reporting, smarter analysis, and more efficient financial planning. Learn how to set up the Excel add-in, build dynamic reports, and apply best practices to streamline your budgeting, forecasting, and performance management processes—all within the familiar Excel environment.
Your next steps:
Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices.
Follow us for the latest innovation updates.
#Developer #Infor #FinancialPlan
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Infor Value+ saved 3000 hours on order processing at Miller Industries
Miller Industries manufactures towing and recovery equipment for everything from passenger cars to heavy trucks.
With 90% of parts orders arriving by email, employees once had to print, review, and re-enter up to 100 orders a day—a slow, error-prone process that delayed urgent shipments. Infor’s Value+ solution combining RPA, IDP, and GenAI, now processes new orders every 15 minutes, accurately reading over 50 distributor formats and creating sales orders automatically. The result? Faster, more reliable order processing, and employees are free to focus on customer service and planning.
Get the full story: https://www.infor.com/blog/automotive-manufacturer-saves-time-automation?utm_campaign=27834-020-022&utm_source=youtube&utm_medium=organic-social&utm_content=millerindus&utm_type=blog-post
Learn more about Infor Value+: https://bit.ly/467wmBk
#Infor #MillerIndustries #CustomerStory #InforValue+ #Automotive
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Infor Developer Portal Update
Our revamped Developer Portal is live!
We’ve refreshed our same hub for tutorials and best practices with a new look and feel, interactive content, and AI-powered search to help you build smarter and faster with Infor.
Check out the new Developer Portal now: https://bit.ly/3WXBWRN
#Infor #Developer #InforOS
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Infor OS Analytics Widget Webinar
This hands-on session explores the Infor OS Analytics Widget.
Whether you're looking to streamline reporting or boost decision-making, this run-through offers you the practical know-how to get started.
This session covers:
• Integrating analytics from Birst and EPM directly into your workspace
• Using preconfigured widgets tailored to personas
• Building your own widget with the intuitive editor
Join the conversation in our Developer Community: https://bit.ly/4dK2taQ
Sign up for our Developer Newsletter: https://bit.ly/3VjHd5q
Visit https://bit.ly/3CWrXoB for more tutorials, documentation, and best practices.
Follow us for the latest innovation updates.
#Infor #Developer #InforOS