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Infor Pathway

System Requirements

Pathway Server version 3.08 - 3.10.024.

One of the following clients must be installed on the same PC.

Name

Comments

UX Client

Required for Pathway to EDMS solutions using GENCON model.

Pathway Agent must be installed with COM API.

Smart Client

Thick Client

Connection Settings

It is recommended that a connection profile be used in Workstation Options to allow the reuse of connection settings across various KFIs and Uploads.

Option

Description

Database Name

The name of the Pathway Database to connect to.

Browse Name and Address Register

Upload to MicroFocus Content Manager (a.ka. TRIM)

The following explains how to map both Pathway Names and Pathway Links when uploading records to Content Manager.

Upload Field

Description

Example

AutoLoc

Search for existing pathway names within Content Manager using the pathway key (e.g. CNA/CNAIDTY/17023). If no match is found a new location is automatically created within Content Manager with the pathway key as the ID Number and any other properties applied to it.

All names passed into this field are added as contacts to the upload document. These contacts are what populates the items in the Pathway Name Management form as per the below screenshot.

The Pathway Choose NAR Link For HP TRIM browse option can be used on a KFI field to select Pathway Names as per below screenshot.

This browse options returns the pathway keys as the display value, and the specially formatted value for use with AutoLoc upload field as the hidden value. The Contact Type (e.g. Author) is also included in the hidden value and is used to determine the type of contact when added to the upload document in Content Manager.

Note that multiple names can be joined using the delimiter |||.

IdNumber||CNA/CNAIDTY/17023||Surname||Smith||GivenNames||ANDREW ||Type||Person||DOB||||STREETADDRESS||Victoria Street INFORTOWN NSW 2151||MOBILE||0423154234561||EMAILADDRESS||||ContactType||Author

Create Related Records

Searches for existing pathway links within Content Manager using a pathway key (e.g. LPA/LPAPROP/12345). If no match is found a new link record is automatically created within Content Manager with both the pathway key and description populated.

All links passed into this field are added as related records to the upload document. These related records are what populates the items in the Pathway Link Management form as per the below screenshot.

The Pathway Browse Links browse option can be used on a field to select Pathway Links as per the below screenshot.

This browse options returns the specially formatted value for use with Create Related Records upload field as the display value, and the pathway key as the hidden value. The NAR Link Record Type determines the type of record that will be used when creating new links within Content Manager.

Note that multiple links can be joined using the delimiter ##.

LPA/LPAPROP/140202||_Pathway Link||||Pathway Primary Key::LPA/LPAPROP/140202||Pathway Container::||Pathway Description::2-GAR, 2 Victoria Street, INFORTOWN NSW 2151##LPA/LPAPROP/169580||_Pathway Link||||Pathway Primary Key::LPA/LPAPROP/169580||Pathway Container::||Pathway Description::2B Archer St, INFORTOWN NSW 5000

Pathway Link

This field is for display purposes only and usually contains the description of the default pathway link.

Consider populating with the description of the first pathway link that the user selected in KFI.

2-GAR, 2 Victoria Street, INFORTOWN NSW 2151

Pathway Name

This field is for display purposes only and usually contains the name of the primary pathway name.

Consider populating with the name of the first pathway name the user selected in KFI.

Andrew Smith

Pathway Primary Key

The key of the primary pathway link.

Consider populating with the key of the first pathway link the user selected in KFI.

140202

Upload to Objective

How to Locate Integration Role Type

  1. Open the Pathway client and login as an Administrator.

  2. Navigate to Name and Address Register → Name and Address Parameters → Role Type Parameters

How to Create Temporary Name Role Type

  1. Open the Pathway client and login as an Administrator.

  2. Navigate to Name and Address Register → Name and Address Parameters → Role Type Parameters

  3. Click New

  4. Select base role type CNA

  5. Enter a role number that is not in use (e.g. 555)

  6. Enter a description (e.g. Temporary NAR Links)

  7. Click Save

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