How to upload a document from shared folder into IDM using ION and ION API in on-premise M3 Env

Hi,

I have a shared folder on server.

And requirement is to upload all document falling in shared folder to IDM using ION , IONAPI (calling IDM APIs).

I have On-premise version of M3.

I have created a Document flow with Sharedfolder as connection point and then calling workflow in document flow.

Challenge is to retrieve the document type, attribute list, attribute values and pass it along with the pdf document to as input to the IDM api via workflow.

maybe my approach is not correct?

Thanks,

Jags

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Brandon Watson

Hello Jags - You are correct, in that the main challenge are the attribute values. Each IDM Document Type will have specific attributes, with some being required. At the very least, you will need the required attributes. Ideally, you would have all the attribute values needed to store the document in a searchable and meaningful way.

There are a couple ways to automatically populate documents into IDM, one is using the StreamServe adapter and the other is with an API. With the StreamServe, you would need the document and a format file, that has the details needed for IDM: Entity, attributes and values, and ACL. This combination would be consumed to create the IDM Document.

I have used the Data Flow and API route, but it required the document to be saved with the appropriate attribute values in the FileName. You could then split out the FileName to give you separate values and then submit all of that to the API Call.

Either way, the attribute values need to be attainable outside of the document content. Hopefully this helps.

unknown

Thanks Brandon,

This is very helpful ...

Can you share the Dataflow and API ?

Thanks,

Jags

Brandon Watson

Hello Jags - Below is an example flow and the ITEM API, to add an item. You will need to create two custom BODs for this. I use File Template for the first and create a Binary File Type for the RawData. This will pickup the file as a base64 encoded string and add the filename as a value in BOD. The second is a custom JSON BOD, that matches your output from the script, for the ITEM API.

The pickup will get the file as XML, the script will convert from XML to JSON, and then the JSON BOD will be passed, in full, to the API endpoint.

You say above that you have on-prem M3, but not if InforOS is on-prem. The below requires CloudSuite InforOS, due to the scripting. If you have on-prem, this would get more challenging, but could be possible. Let me know if you are on-prem and if you need details on how to do that.

unknown

Hey Brandon,

Thank you for being so helpful. I am having the same challenge but in the on-prem version Infor OS 12.0. There is no scripting in this version of ION Desk and the functionality available for the data flow is as in the following image.

There is a solution suggested in the following video: https://www.youtube.com/watch?v=BuZrv3JUPPQ that uses the CloudSuite and makes use of the scritping as you do in your example. Do you think that the only option here is to use StreamServe?

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