Infor OS Platform Administration Guide
Infor OS is the underlying platform that powers all CloudSuite applications, providing identity management, integration services (ION), analytics (Birst), and the Ming.le user experience layer. Effective Infor OS administration is essential for maintaining security, performance, and operational continuity across your CSI deployment. This guide covers the daily, weekly, and periodic administration tasks every Infor OS administrator must master.
User Provisioning and Identity Management
Infor OS uses Infor Federation Services (IFS) as its identity provider, supporting SAML 2.0 SSO integration with corporate IdPs like Azure AD, Okta, and ADFS. User provisioning flows from your IdP through IFS into Infor OS, where security roles and application entitlements are assigned. The Infor OS Portal's User Management console (Admin > Security > Users) controls role assignments, while Infor Ming.le context apps determine which CloudSuite applications each user can access.
- Configure SAML 2.0 SSO between corporate IdP (Azure AD, Okta) and Infor Federation Services for single sign-on
- Provision users via IFS Admin Console with automatic role mapping from IdP groups to Infor OS security roles
- Assign application entitlements in User Management to control access to CSI, Birst, ION, and other OS services
- Configure multi-factor authentication (MFA) through the IdP for Infor OS Portal access compliance
- Automate user lifecycle management with SCIM provisioning for hire, transfer, and termination workflows
ION Configuration and Monitoring
ION (Intelligent Open Network) is the integration backbone of Infor OS, routing Business Object Documents (BODs) between CloudSuite applications and external systems. ION configuration involves defining connection points, document flows, and activation rules in the ION Desk application. Monitoring ION message processing through the ION Event Analytics dashboard is a critical daily admin task to identify failed messages, processing bottlenecks, and integration errors before they impact business operations.
- Define ION connection points for each integrated system (CSI, external APIs, file-based integrations) in ION Desk
- Configure document flows mapping source BODs to destination connection points with transformation rules
- Monitor ION One View dashboard daily for failed messages, stuck workflows, and processing queue depths
- Set up ION alert rules that notify administrators via email when message failure rates exceed defined thresholds
- Review ION Event Analytics weekly to identify trending integration issues and capacity planning needs
Platform Health and Performance Monitoring
Infor OS exposes platform health metrics through the Admin Portal's System Management section and the CloudOps monitoring dashboard. Key metrics include application response times, authentication success rates, ION message throughput, and Birst report execution times. Administrators should establish baseline performance metrics during initial deployment and configure alerting thresholds for deviations that indicate emerging issues.
- Review System Management dashboard daily for application pod health, memory utilization, and error rates
- Monitor authentication metrics in IFS Admin to detect brute force attempts and account lockout patterns
- Track ION message throughput and latency trends to identify integration performance degradation early
- Configure CloudOps alerting for CPU utilization above 80%, memory pressure events, and database connection saturation
- Perform quarterly access reviews using Infor OS audit reports to ensure role assignments match current job functions
Struggling with Infor OS platform administration? Netray offers managed admin services and training for your cloud operations team.
Related Resources
Infor ION Connect API Gateway Setup
Configure Infor ION Connect API Gateway with OAuth2 authentication, endpoint registration, rate limiting, and external system integration for CloudSuite.
MigrationInfor ION Workflow Automation Guide
Build automated workflows in Infor ION with event-driven triggers, approval chains, escalation rules, and integration with CloudSuite Industrial processes.
MigrationInfor Ming.le Homepage Development Guide
Develop custom Infor Ming.le homepages with widgets, context apps, drillbacks, and responsive layouts for CloudSuite Industrial user experience optimization.