Attend an immersive, hands-on training event where you can attend technical learning tracks on: Infor OS Infor M3

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1 Feb 26 28, 2019 Las Vegas Attend an immersive, hands-on training event where you can attend technical learning tracks on: Infor OS Infor M3 1

2 TABLE OF CONTENTS Infor OS breakout sessions 5 AI 6 Data management 8 Infor d/epm 9 Infor OS Suite 10 Internet of Things (IoT) 11 ipaas 14 Localizations 14 PaaS 15 Security 16 User experience Infor M3 breakout sessions 20 Application 21 Business Intelligence 22 Integration 23 System Administration 24 Technology Foundation 25 User Experience 26 Prerequisites 28 Registration information 2

3 WHAT IS IT? Collaborative training and networking with Infor product experts and developers Infor TechEd is a 2.5-day technical education conference focused on helping Infor customers and partners get the most out of their Infor solution. It is a unique opportunity to gather with like-minded colleagues, hear the latest strategy updates and product announcements, experience hands-on training, and interact with a broad range of product experts. FEATURING: WHO SHOULD ATTEND? Infor TechEd is best suited for individuals in technical roles like system managers, system administrators and engineers, business and system analysts, Immersive Learning Attend a variety of deep-dive breakout sessions specific to your Infor solution Product Experts Engage with Infor product development and management team members Open Lab Learn by doing, and get immediate feedback application architects, and application support managers and specialists. Keynotes & Panels Hear from key Infor product leaders Networking Build relationships and learn from peers You get to meet the people at Infor who are not only the thought leaders, but the daily lead practitioners for coding, implementation, and design it s fantastic! Michael Tromp, Application Analyst Elliot Health System

4 SCHEDULE: Day 1 TUESDAY, FEBRUARY 26 Day 2 WEDNESDAY, FEBRUARY 27 Day 3 THURSDAY, FEBRUARY 28 7:00AM 8:00AM Registration 8:00AM 9:00AM Welcome and opening keynote 9:15AM 10:45AM Deep-dive breakout #1 11:00AM 12:30PM Deep-dive breakout #2 7:30AM 8:30AM Open lab 8:30AM 9:45AM Product keynotes 10:00AM 12:00PM Deep-dive breakout #5 12:00PM 1:00PM Lunch and open lab 7:30AM 8:30AM Open lab 8:30AM 9:45AM Product expert panel discussions 10:00AM 12:00PM Deep-dive breakout #8 12:00PM 1:00PM Lunch and open lab 12:30PM 1:30PM Lunch and open Lab 1:30PM 3:30PM Deep-dive breakout #3 3:45PM 5:45PM Deep-dive breakout #4 1:00PM 3:00PM Deep-dive breakout #6 3:30PM 5:00PM Deep-dive breakout #7 1:00PM 2:30PM Deep-dive breakout #9 2:45PM 4:15PM Deep-dive breakout #10 5:45PM 7:00PM Happy hour and open lab 5:00PM 6:30PM High Roller ferris wheel networking and open lab 4

5 WHAT WILL YOU LEARN AT INFOR TECHED? Deep-dive breakout sessions are available on topics like user experience, integration, extensibility, and system administration. All sessions are aligned to a specific Infor solution: Infor Breakout OS, and Infor sessions M3, You can mix by and day match between sessions across different Infor solutions and topics; you can also register for hands-on sessions where you can learn in a live environment. DEEP-DIVE BREAKOUT SESSIONS INFOR OS - AI Feb 27: 10:00AM - 12:00PM Feb 26: 1:30PM - 3:30PM Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Machine learning with Infor Coleman AI PaaS (repetition 1 of 2) Learn about the new Infor Coleman AI PaaS and explore the machine learning platform in action. In this session, you will discover how to create and embed cognitive intelligence throughout your enterprise software solutions. Product Expert(s): Predrag Angelovski, Fraser Macleod Self-service skill building with Infor Coleman (repetition 1 of 3) Learn how to build both text- and voice-driven skills, powered by the latest neuro-linguistic programming (NLP) technology. By building these skills, your organization can begin introducing AI services to increase efficiency, reduce redundant tasks, and provide new ways to execute work. Product Expert(s): Lori Brown, David Peters Infor Coleman: Alexa integration Learn how Infor Coleman skills can be pushed to and used by Alexa accounts. By integrating Infor Coleman with Alexa, you can have enterprise information and processes securely available, hands-free, from Alexa devices. Product Expert(s): Lori Brown, Manjunath Ganimasty Self-service skill building with Infor Coleman (repetition 2 of 3) Learn how to build both text- and voice-driven skills, powered by the latest neuro-linguistic programming (NLP) technology. By building these skills, your organization can begin introducing AI services to increase efficiency, reduce redundant tasks, and provide new ways to execute work. Product Expert(s): Lori Brown, David Peters OS-AI3 OS-AI1 OS-AI2 OS-AI4 5

6 Feb 28: 10:00AM - 12:00PM Feb 28: 1:00PM - 2:30PM Feb 28: 1:00PM - 2:30PM Self-service skill building with Infor Coleman (repetition 3 of 3) Learn how to build both text- and voice-driven skills, powered by the latest neuro-linguistic programming (NLP) technology. By building these skills, your organization can begin introducing AI services to increase efficiency, reduce redundant tasks, and provide new ways to execute work. Product Expert(s): Lori Brown, David Peters Infor Coleman Vision enterprise skills OS-AI6 OS-AI7 Discover how image recognition can play a key role in executing tasks within your organization. We ll demonstrate how image recognition is connected and tied back to Infor Coleman skill building. Product Expert(s): Manjunath Ganimasty, Lori Brown Machine learning with Infor Coleman AI PaaS (repetition 2 of 2) Learn about the new Infor Coleman AI PaaS and explore the machine learning platform in action. In this session, you will discover how to create and embed cognitive intelligence throughout your enterprise software solutions. Product Expert(s): Predrag Angelovski, Fraser Macleod OS-AI5 INFOR OS - DATA MANAGEMENT Feb 26: 9:15AM - 10:45AM Feb 26: 1:30PM - 3:30PM Planning and Strategy around Infor Data Lake (repetition 1 of 2) OS-DM2 You ve got an integration platform in Infor ION and a scaleable, raw data repository for capturing all your organization s data. But what can you do with it? Join this strategy session to better understand how organizations can improve their data warehousing designs; while also positioning for a future where data becomes a commodity asset for complementing schema-on-read business case development. Product Expert(s): Mike Kalinowski, Kaushal Vyas Infor Data Lake extraction interfaces for schema-less storage and processing (repetition 1 of 2) OS-DM3 In this session, we ll discuss the importance of the Infor Data Catalog and why it s a critical piece in any Infor Data Lake implementation strategy. We ll explore preferred Data Lake formats such as Apache Parquet and provide technical deep dives into planning and developing modeling and JDBC-driven data acquisition interfaces. Product Expert(s): Mike Kalinowski, Kaushal Vyas 6

7 Feb 28: 2:45PM - 4:15PM Feb 28: 10:00AM - 12:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 3:30PM - 5:00PM Infor Data Lake: Not just for Infor Data (repetition 1 of 2) OS-DM1 Everything available with Infor Data Lake is available to you for your non-infor data as well as your Infor data or both together. In this session, we will discuss an end-to-end example of non-infor data ingestion, management, and usage with features like Birst, Search, Approva, Coleman, and more. Product Expert(s): Predrag Angelovski, Fraser Macleod Planning and Strategy around Infor Data Lake (repetition 2 of 2) OS-DM4 You ve got an integration platform in Infor ION and a scaleable, raw data repository for capturing all your organization s data. But what can you do with it? Join this strategy session to better understand how organizations can improve their data warehousing designs; while also positioning for a future where data becomes a commodity asset for complementing schema-on-read business case development. Product Expert(s): Mike Kalinowski, Kaushal Vyas Infor Data Lake extraction interfaces for schema-less storage and processing (repetition 2 of 2) OS-DM5 In this session, we ll discuss the importance of the Infor Data Catalog and why it s a critical piece in any Infor Data Lake implementation strategy. We ll explore preferred Data Lake formats such as Apache Parquet and provide technical deep dives into planning and developing modeling and JDBC-driven data acquisition interfaces. Product Expert(s): Mike Kalinowski, Kaushal Vyas Infor Data Lake: Not just for Infor Data (repetition 2 of 2) OS-DM6 Everything available with Infor Data Lake is available to you for your non-infor data as well as your Infor data or both together. In this session, we will discuss an end-to-end example of non-infor data ingestion, management, and usage with features like Birst, Search, Approva, Coleman, and more. Product Expert(s): Predrag Angelovski, Fraser Macleod 7

8 INFOR OS - INFOR D/EPM Feb 26: 11:00AM - 12:30PM Feb 26: 3:45PM - 5:45PM Feb 28: 10:00AM - 12:00PM The synergy of Infor OS and Infor d/epm OS-DE1 Forecasting, planning and budgeting, what-if scenarios and financial reporting are all capabilities of Infor Dynamic Enterprise Performance Management (d/epm);in combination with Infor OS, these capabilities enable a seamless experience. In this session, learn how d/epm integrates with various components of Infor s technology stack. We will cover single sign-on, Infor Ming.le, Homepages, Data Lake, Coleman, and their real-life applications. Product Expert(s): Kristian Ujlaki, Vignesh Subramanian Escape from Excel to Infor d/epm with Excel Excel is still the most popular budgeting tool loved and hated. In this session, learn how to elevate budgeting tasks with Excel to the next level, leverage Infor d/epm Excel Integration on Windows, OS X and web, and cover more complex budgeting tasks with d/epm Applications to make the full process of planning, budgeting, forecasting and reporting a flexible but easily manageable process. Product Expert(s): Kristian Ujlaki, Ryan Bavery Infor d/epm in-memory data platform OS-DE2 OS-DE3 Data acquisition, refinement, storage, calculation, data entry, and visualization are all critical parts of a successful performance management project. As no two enterprises have the same budgeting and planning process, your extensions should be customized to your specific business needs. Learn how the in-memory technology platform of Infor d/epm enables you to combine data from on-premises and cloud sources, and create flexible extensions to fulfill any performance management requirements. Product Expert(s): Kris Ujlaki, Ryan Bavery 8

9 INFOR OS - INFOR OS SUITE Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Feb 26: 3:45PM - 5:45PM Feb 26: 1:30PM - 3:30PM Feb 26: 1:30PM - 3:30PM Best practices for deploying Infor OS on-premises (repetition 1 of 2) OS-SU1 Infor OS includes several components designed to help you to drive your business forward. In this hands-on session, we ll look at various technical considerations for an on-premises deployment, like which components run where and what they do; using a load balancer for a multi-host deployment; and what you should change and/or set up in your implementation. We ll also cover how to safely expose Infor OS to enable remote connectivity (e.g. for mobile access), set up push notifications, and use an IDP other than ADFS for on-premises installations. Product Expert(s): Kevin Heiman, David Peters Using Infor OS end-to-end in real-world applications (repetition 1 of 2) OS-SU2 Throughout this event you will hear and see details about the various components of Infor OS, helping you understand specific issues at a granular level. However, to truly understand the benefits Infor OS can bring to your business, it is important to understand and see the big picture. In this session, we will walk through some realworld challenges and see how each component of Infor OS was utilized to collectively resolve those challenges. Product Expert(s): Massimo Capoccia, Phil Knott Infor OS for system administrators (repetition 1 of 2) OS-SU3 In this session, we ll dive deep into troubleshooting with OneView and using ION configuration settings and grid management. We ll look at the out-of-the-box widgets that provide all sorts of information about your system, making the life of system admins easier. We will also explore log files and how to update certificates, credentials, users, and more that keep your system running safely. Finally, we will look at IFS auditing and monitoring features, a new addition to user management. Product Expert(s): Kevin Heiman, David Peters Using Infor OS end-to-end in real-world applications (repetition 2 of 2) OS-SU4 Throughout this event you will hear and see details about the various components of Infor OS, helping you understand specific issues at a granular level. However, to truly understand the benefits Infor OS can bring to your business, it is important to understand and see the big picture. In this session, we will walk through some realworld challenges and see how each component of Infor OS was utilized to collectively resolve those challenges. Product Expert(s): Massimo Capoccia, Phil Knott Infor OS for system administrators (repetition 2 of 2) OS-SU5 In this session, we ll dive deep into troubleshooting with OneView and using ION configuration settings and grid management. We ll look at the out-of-the-box widgets that provide all sorts of information about your system, making the life of system admins easier. We will also explore log files and how to update certificates, credentials, users, and more that keep your system running safely. Finally, we will look at IFS auditing and monitoring features, a new addition to user management. Product Expert(s): Kevin Heiman, David Peters 9

10 Feb 28: 1:00PM - 2:30PM Best practices for deploying Infor OS on-premises (repetition 2 of 2) OS-SU6 Infor OS includes several components designed to help you to drive your business forward. In this session, we ll look at various technical considerations for an on-premises deployment, like which components run where and what they do; using a load balancer for a multi-host deployment; and what you should change and/or set up in your implementation. We ll also cover how to safely expose Infor OS to enable remote connectivity (e.g. for mobile access), set up push notifications, and use an IDP other than ADFS for on-premises installations. Product Expert(s): Kevin Heiman, David Peters INFOR OS - INTERNET OF THINGS (IOT) Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Feb 26: 3:45PM - 5:45PM Feb 26: 11:00AM - 12:30PM IoT Enabled asset management (repetition 1 of 2) Learn how Infor IoT can take your asset management to the next level. In this session, we will dive deep into IoT, how it works and is synchronized with Infor EAM or any asset management system, and how you can use rulebased actions to better manage your assets. Product Expert(s): Mike Bradshaw, Kaushal Vyas IoT Analytics with Birst (repetition 1 of 2) In this session, learn how to build analytics and dashboards from your IoT sensor data using Birst, Infor s robust reporting tool. We ll discuss how to build the model and build out dashboards specific to your business needs. Product Expert(s): Mike Bradshaw, Kaushal Vyas IoT Analytics with Birst (repetition 2 of 2) In this session, learn how to build analytics and dashboards from your IoT sensor data using Birst, Infor s robust reporting tool. We ll discuss how to build the model and build out dashboards specific to your business needs. Product Expert(s): Mike Bradshaw, Kaushal Vyas IoT Enabled asset management (repetition 2 of 2) Learn how Infor IoT can take your asset management to the next level. In this session, we will dive deep into IoT, how it works and is synchronized with Infor EAM or any asset management system, and how you can use rulebased actions to better manage your assets. Product Expert(s): Mike Bradshaw, Kaushal Vyas OS-IN1 OS-IN2 OS-IN4 OS-IN3 10

11 INFOR OS IPAAS Feb 26: 3:45PM - 5:45PM Feb 26: 3:45PM - 5:45PM Feb 26: 11:00AM - 12:30PM Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Connect any application with ipaas (repetition 1 of 2) OS-IP01 The Infor OS ipaas solution can connect any application, and not just Infor applications. In this session, we ll provide a comprehensive coverage of ION integrations, ION API Gateway, and how to use these tools to connect your applications. Infor is continually innovating ipaas to be more open to third-party integrations, with support for REST/JSON standards, support for transferring binary data, PGP Encryption, and a new Splitter control; leveraging the ipaas platform as both an API provider and consumer. Product Expert(s): Vignesh Subramanian, Keith Knuth Automating Workflow approvals at your desk and on the go OS-IP02 Learn how Infor OS can automate business approvals by reaching users at their desk or while they are mobile. We will cover the different kinds of approval options in Infor OS Workflow such as single, multi-level, and parallel tasks. We will also discuss available mobile and browser based interfaces, including the new Infor OS Inbox. Product Expert(s): Keith Knuth, Kevin Heiman Get your data to follow the Script! (repetition 1 of 2) OS-IP03 One of Infor ION s newest technology toolset, the ION scripting engine, provides the light-weight agility and power of Python as part of your business process integrations. In this hands-on session, learn how native support in ION Connect allows you to write scripts to manipulate your data as needed. Product Expert(s): Mike Kalinowski, Fraser Macleod Build your API economy with Infor OS ipaas (repetition 1 of 2) OS-IP04 Learn how to build your organization s API economy with Infor OS ipaas. In hands-on session, learn how to build and orchestrate integration flows and expose them as APIs. As these flows can be asynchronous based on a publish-subscribe model or synchronous, you can take advantage of best of both worlds in a single flow. We will walk you through building your own API and exposing it as a service, managing your API with policies, and securing APIs using industry standard methods. Product Expert(s): Vignesh Subramanian, Keith Knuth No-code database extraction with AnySQL (repetition 1 of 2) OS-IP05 In this hands-on session, learn how to build out AnySQL data models that graphically describe how and what kind of data your data subscribers are interested in. We ll discuss supported data formats, using AnySQL to strengthen Data Lake strategies, and building a complete integration without writing a single line of code. Product Expert(s): Mike Kalinowski, Phil Knott 11

12 Feb 27: 3:30PM - 5:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 1:00PM - 3:00PM Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Infor s vision for empowering administrators with ipaas Get a preview into what s coming soon in the ipaas world of Infor OS. We will share our vision around building enterprise grade content with features in development such as new version control, sign the content you build to protect, new error detection techniques using advanced machine learning models, and leveraging ION s notification mechanism to alert system administrators. We ll also discuss how administrators can also clone one environment into another and form a moderated network to communicate with other tenants. Product Expert(s): Vignesh Subramanian, Predrag Angelovski Automating business processes with the latest Infor OS Workflow (repetition 1 of 2) OS-IP06 OS-IP07 Learn firsthand how to utilize the latest features in Infor OS Workflow to automate your business processes, push work to your users, and integrate with other systems. Automated processes in Infor OS are less prone to error, more measurable, and more easily audited, allowing you to scale your business growth. We will also discuss the new API integration, APIs, widgets, business rules, and message Inbox. Product Expert(s): Keith Knuth, Predrag Angelovski Get your data to follow the Script! (repetition 2 of 2) OS-IP08 One of Infor ION s newest technology toolset, the ION scripting engine, provides the light-weight agility and power of Python as part of your business process integrations. In this session, learn how native support in ION Connect allows you to write scripts to manipulate your data as needed. Product Expert(s): Mike Kalinowski, Fraser Macleod Connect any application with ipaas (repetition 2 of 2) OS-IP10 The Infor OS ipaas solution can connect any application, and not just Infor applications. In this session, we ll provide a comprehensive coverage of ION integrations, ION API Gateway, and how to use these tools to connect your applications. Infor is continually innovating ipaas to be more open to third-party integrations, with support for REST/JSON standards, support for transferring binary data, PGP Encryption, and a new Splitter control; leveraging the ipaas platform as both an API provider and consumer. Product Expert(s): Vignesh Subramanian, Keith Knuth Infor ION Mapper: Transforming your document data (repetition 1 of 2) Infor ION Mapper allows you to transform document data in a variety of ways. In this hands-on session, we will explore the Smart Matching feature that allows you to transform a file without having advanced knowledge of XSLT. We will also discuss more advanced functions, and walk you through several different document type transformations. Product Expert(s): Jessica Melger, David Peters OS-IP09 12

13 Feb 28: 2:45PM - 4:15PM Feb 28: 2:45PM - 4:15PM Feb 28: 1:00PM - 2:30PM Feb 28: 1:00PM - 2:30PM Feb 28: 10:00AM - 12:00PM Automating business processes with the latest Infor OS Workflow (repetition 2 of 2) OS-IP11 Learn firsthand how to utilize the latest features in Infor OS Workflow to automate your business processes, push work to your users, and integrate with other systems. Automated processes in Infor OS are less prone to error, more measurable, and more easily audited, allowing you to scale your business growth. We will also discuss the new API integration, APIs, widgets, business rules, and message Inbox. Product Expert(s): Keith Knuth, Predrag Angelovski Build your API economy with Infor OS ipaas (repetition 2 of 2) OS-IP12 Learn how to build your organization s API economy with Infor OS ipaas. In this hands-on session, learn how to build and orchestrate integration flows and expose them as APIs. As these flows can be asynchronous based on a publish-subscribe model or synchronous, you can take advantage of best of both worlds in a single flow. We will walk you through building your own API and exposing it as a service, managing your API with policies, and securing APIs using industry standard methods. Product Expert(s): Vignesh Subramanian, Keith Knuth No-code database extraction with AnySQL (repetition 2 of 2) OS-IP13 In this session, learn how to build out AnySQL data models that graphically describe how and what kind of data your data subscribers are interested in. We ll discuss supported data formats, using AnySQL to strengthen Data Lake strategies, and building a complete integration without writing a single line of code. Product Expert(s): Mike Kalinowski, Phil Knott Cloud-to-edge integration with Infor OS ipaas OS-IP14 Applications that needs to be integrated can be deployed in the cloud, on-premises, or hosted by a third party. In this session, we ll explore how Infor OS ipaas removes such deployment complexities with standard connectors for every possibility. When concerned about managing network security, ipaas provides a zero-vpn, zero-firewall management solution using Enterprise Connector. When you want to have zero Infor foot print on your network, ipaas provides direct connectivity via ION API Gateway. Product Expert(s): Vignesh Subramanian, Kaushal Vyas Infor ION Mapper: Transforming your document data (repetition 2 of 2) Infor ION Mapper allows you to transform document data in a variety of ways. In this hands-on session, we will explore the Smart Matching feature that allows you to transform a file without having advanced knowledge of XSLT. We will also discuss more advanced functions, and walk you through several different document type transformations. Product Expert(s): Jessica Melger, David Peters OS-IP15 13

14 INFOR OS LOCALIZATIONS Feb 26: 1:30PM - 3:30PM Feb 27: 1:00PM - 3:00PM Feb 28: 2:45PM - 4:15PM Configuring Infor Local.ly for government gateways OS-LO1 Join us for a deep dive into Infor Local.ly and how to configure Infor the platform to interface with a government gateway for an electronic data submission. We ll also discuss how to set up alerts, notifications, and homepages using the Infor Local.ly Services Platform. Product Expert(s): Ryan Bavery, Predrag Angelovski Infor Local.ly: Robust ERP localization in the cloud (repetition 1 of 2) OS-LO2 In this session, learn how to leverage the full suite of Infor Local.ly offerings, including the new Infor Local.ly Services Platform. We ll explore how you can minimize business risk and proactively address the challenges of an increasingly global and digital marketplace. Product Expert(s): Ryan Bavery, Kristian Ujlaki Infor Local.ly: Robust ERP localization in the cloud (repetition 2 of 2) OS-LO3 In this session, learn how to leverage the full suite of Infor Local.ly offerings, including the new Infor Local.ly Services Platform. We ll explore how you can minimize business risk and proactively address the challenges of an increasingly global and digital marketplace. Product Expert(s): Ryan Bavery, Kristian Ujlaki INFOR OS PAAS Feb 26: 9:15AM - 10:45AM Feb 26: 1:30PM - 3:30PM Leveraging Infor Mongoose to build a beautiful application (repetition 1 of 2) OS-PA1 In this session, learn how to leverage the power of the Infor Mongoose UI to create a beautiful application. We will discuss how to create a truly responsive application that also leverages many of the high-end UI tools available to all Mongoose customers. Attendees will walk away with the knowledge to use the master form/flex breakpoints and practice building an application that can go from desktop to mobile without having to code multiple formats. Product Expert(s): David Heffler, Paul Horne Build a widget with Infor Mongoose (repetition 1 of 2) OS-PA2 By leveraging the power of Infor Mongoose, you can easily build Infor Ming.le homepage widgets that are quickly developed and deployed with very little effort. In this hands-on session, learn how to use master forms to make a change once and then transmit to all widgets derived from that master. Product Expert(s): David Heffler, Paul Horne 14

15 Feb 28: 1:00PM - 2:30PM Feb 28: 10:00AM - 12:00PM Feb 27: 10:00AM - 12:00PM Feb 26: 3:34PM - 5:45PM Infor Mongoose: Extending your ERP (repetition 1 of 2) Sometimes you need to extend your ERP. Infor Mongoose is allows you design, build, and deploy an extension without a lot of effort. In this session, we will demonstrate how to build a typical extension, connect, test, and deploy your solution. Product Expert(s): David Heffler, Paul Horne Leveraging Infor Mongoose to build a beautiful application (repetition 2 of 2) OS-PA3 OS-PA4 In this session, learn how to leverage the power of the Infor Mongoose UI to create a beautiful application. We will discuss how to create a truly responsive application that also leverages many of the high-end UI tools available to all Mongoose customers. Attendees will walk away with the knowledge to use the master form/flex breakpoints and practice building an application that can go from desktop to mobile without having to code multiple formats. Product Expert(s): David Heffler, Paul Horne Build a widget with Infor Mongoose (repetition 2 of 2) OS-PA5 By leveraging the power of Infor Mongoose, you can easily build Infor Ming.le homepage widgets that are quickly developed and deployed with very little effort. In this session, learn how to use master forms to make a change once and then transmit to all widgets derived from that master. Product Expert(s): David Heffler, Paul Horne Infor Mongoose: Extending your ERP (repetition 2 of 2) OS-PA6 Sometimes you need to extend your ERP. Infor Mongoose is allows you design, build, and deploy an extension without a lot of effort. In this hands-on session, we will demonstrate how to build a typical extension, connect, test, and deploy your solution. Product Expert(s): David Heffler, Paul Horne INFOR OS SECURITY Feb 27: 10:00AM - 12:00PM Introduction to Infor Approva OS Discover how to leverage Infor Approva OS to continuously monitor the automated business process in your organization. In this session, you ll learn how to use Approva OS to reduce business risks, increase operational efficiency, automate the audit process, and reduce the costs of compliance. Product Expert(s): Manjunath Ganimasty, Marcio DeBarros OS-SE1 15

16 Feb 28: 2:45PM - 4:15PM Infor OS security enhancements OS-SE2 In this session, we ll cover the new security features introduced as part of Infor OS. IFS auditing and monitoring, IFS custom attributes, multi-factor authentication for cloud identities, Infor STS, and more. Product Expert(s): Marcio DeBarros, Manjunath Ganimasty INFOR OS USER EXPERIENCE Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Feb 26: 9:15AM - 10:45AM Feb 26: 9:15AM - 10:45AM Creating Infor Homepages (repetition 1 of 2) OS-UX03 Infor Homepages continue to expand and add new functionality. In this session, discover how to leverage these new features when creating and customizing homepages, using mandatory and published pages, assigning mandatory pages to users and security roles, and utilizing effective dates with mandatory pages. Product Expert(s): Shan Molu, Torbjorn Karlsson Infor Chat: Transform how you collaborate (repetition 1 of 3) OS-UX01 In this hands-on session, discover the latest developments in Infor Chat s collaboration elements and learn how to improve your users Infor Ming.le experience. With the power of Infor Coleman embedded into your chats, you can see firsthand how to easily grab information and automate tasks that would normally would take time from an employee s day. Product Expert(s): Lori Brown, Kevin Heiman Infor Mobile overview (repetition 1 of 2) OS-UX06 Learn what mobile applications are available today and how you can build robust mobile applications that include push notifications, single sign on, and more to increase productivity and user experience. Product Expert(s): Heath Branum, Manjunath Ganimasty Infor Document Management: Creating and managing documents (repetition 1 of 2) OS-UX02 In this session, learn how to create and distribute documents from within Infor Document Management (IDM) and see how design templates can be combined with your application data to generate business documents. We ll also explore ways IDM allows you to manage content and increase business efficiency through contextual information and document-document relationships. Additional discussions items will include document designer tools, incontext Information, related documents, attribute-based security, workflows, and retention policies. Product Expert(s): Heath Branum, Torbjorn Karlsson 16

17 Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Feb 26: 3:45PM -5:45PM Feb 26: 1:30PM - 3:30PM Feb 26: 11:00AM - 12:30PM Make the Infor OS Portal your own OS-UX04 Infor OS provides a portal feature that enables SSO, SLO, drillbacks, and much more. In this session, learn how to configure Infor OS Portal to host non-infor applications and how to make it work for your needs using new enhancements, including the suite-wide navigation user experience based on the latest Infor Search technology. We ll also discuss how to take advantage of features like single sign-on and log-out, context sharing, shortcuts, drillbacks, context utilities, custom branding to add your logo to Infor OS, and changing themes to better match user needs. Product Expert(s): Marcio DeBarros, Manjunath Ganimasty Infor Document Management: Capture (repetition 1 of 2) OS-UX05 In this session, we ll take a deep dive into the Capture features of Infor Document Management (IDM), including how to configure IDM with Ephesoft for automatic document capture and Optical Character Recognition (OCR). We ll explore the automatic categorization extraction, solution architecture, and adoption process. We ll also demonstrate how to create and test extraction policies, automate table extraction, use machine learning capabilities, connect processes to IDM and ION for workflow management, and perform an end-to-end walk through of a finalized implementation. Product Expert(s): Heath Branum, Torbjorn Karlsson Creating widgets for Infor Ming.le Homepages (repetition 1 of 2) OS-UX07 Widgets let you easily view and act on specific information relevant to your daily work processes. With the powerful tools in the Homepages Widget software development kit (SDK), you can create custom widgets to showcase your data. In this hands-on session, we will demonstrate how to set up the Visual Studio/NodeJS environment for development, create a simple in-line widget, and create an advanced widget using an endpoint. Product Expert(s): Torbjorn Karlsson, Marcio DeBarros Creating widgets for Infor Ming.le Homepages (repetition 2 of 2) OS-UX09 Widgets let you easily view and act on specific information relevant to your daily work processes. With the powerful tools in the Homepages Widget software development kit (SDK), you can create custom widgets to showcase your data. In this hands-on session, we will demonstrate how to set up the Visual Studio/NodeJS environment for development, create a simple in-line widget, and create an advanced widget using an endpoint. Product Expert(s): Torbjorn Karlsson, Shan Molu Infor Document Management: Creating and managing documents (repetition 2 of 2) OS-UX13 In this session, learn how to create and distribute documents from within Infor Document Management (IDM) and see how design templates can be combined with your application data to generate business documents. We ll also explore ways IDM allows you to manage content and increase business efficiency through contextual information and document-document relationships. Additional discussions items will include document designer tools, incontext Information, related documents, attribute-based security, workflows, and retention policies. Product Expert(s): Heath Branum, Torbjorn Karlsson 17

18 Feb 28: 10:00AM - 12:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 1:00PM - 3:00PM Infor Search: A true business solution (repetition 1 of 2) OS-UX08 Learn how to leverage Infor Search to not only find content, but solve business solutions using spotlights, actionable capabilities, and AI integration. In this session, we will cover everything you need to know about creating custom searches for your business: new indexes, spotlights, design guidelines, monitoring, debugging, and more. We will also discuss the next-generation features that are just around the corner. Product Expert(s): Shan Molu, Manjunath Ganimasty Get more out of Infor Ming.le homepages and custom widgets (repetition 1 of 2) OS-UX11 Learn about the new Infor Ming.le homepage features, how to customize a homepage using mandatory and published pages, how to assign pages to users and security roles, utilize effective dates with mandatory pages, and more. In the second part of the session, we will demonstrate the custom widget mode and build out a simple and more advanced widget example. Product Expert(s): Shan Molu, Torbjorn Karlsson Infor Chat: Transform how you collaborate (repetition 2 of 3) OS-UX12 In this hands-on session, discover the latest developments in Infor Chat s collaboration elements and learn how to improve your users Infor Ming.le experience. With the power of Infor Coleman embedded into your chats, you can see firsthand how to easily grab information and automate tasks that would normally would take time from an employee s day. Product Expert(s): Lori Brown, Kevin Heiman Infor Mobile overview (repetition 2 of 2) OS-UX10 Learn what mobile applications are available today and how you can build robust mobile applications that include push notifications, single sign on, and more to increase productivity and user experience. Product Expert(s): Heath Branum, Manjunath Ganimasty Infor Document Management: Capture (repetition 2 of 2) OS-UX14 In this hands-on session, we ll take a deep dive into the Capture features of Infor Document Management (IDM), including how to configure IDM with Ephesoft for automatic document capture and Optical Character Recognition (OCR). We ll explore the automatic categorization extraction, solution architecture, and adoption process. We ll also demonstrate how to create and test extraction policies, automate table extraction, use machine learning capabilities, connect processes to IDM and ION for workflow management, and perform an end-to-end walk through of a finalized implementation. Product Expert(s): Heath Branum, Torbjorn Karlsson 18

19 Feb 28: 2:45PM - 4:15PM Feb 28: 2:45PM - 4:15PM Feb 28: 1:00PM - 2:30PM Feb 28: 10:00AM - 12:00PM Infor Search: A true business solution (repetition 2 of 2) OS-UX15 Learn how to leverage Infor Search to not only find content, but solve business solutions using spotlights, actionable capabilities, and AI integration. In this session, we will cover everything you need to know about creating custom searches for your business: new indexes, spotlights, design guidelines, monitoring, debugging, and more. We will also discuss the next-generation features that are just around the corner. Product Expert(s): Shan Molu, Manjunath Ganimasty Get more out of Infor Ming.le homepages and custom widgets (repetition 2 of 2) OS-UX16 Learn about the new Infor Ming.le homepage features, how to customize a homepage using mandatory and published pages, how to assign pages to users and security roles, utilize effective dates with mandatory pages, and more. In the second part of the session, we will demonstrate the custom widget mode and build out a simple and more advanced widget example. Product Expert(s): Shan Molu, Torbjorn Karlsson Creating Infor Homepages (repetition 2 of 2) OS-UX17 Infor Homepages continue to expand and add new functionality. In this session, discover how to leverage these new features when creating and customizing homepages, using mandatory and published pages, assigning mandatory pages to users and security roles, and utilizing effective dates with mandatory pages. Product Expert(s): Shan Molu, Torbjorn Karlsson Infor Chat: Transform how you collaborate (repetition 3 of 3) OS-UX18 In this session, discover the latest developments in Infor Chat s collaboration elements and learn how to improve your users Infor Ming.le experience. With the power of Infor Coleman embedded into your chats, you can see firsthand how to easily grab information and automate tasks that would normally would take time from an employee s day. Product Expert(s): Lori Brown, Kevin Heiman 19

20 INFOR M3 - APPLICATION Feb 28: 1:00PM - 3:00PM Feb 28: 10:00AM - 12:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Infor M3 solution overview M3-AP1 This session offers an overview of the Infor M3 Business Solutions and a discussion of how M3 supports your business with processes. In doing so, we will look at industry specificities, see how an implementation accelerator facilitates an implementation, and how the Infor operating services (OS) supports the M3 Business Solutions. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Sales and distribution order management (repetition 1 of 2) In this session, you will learn how Infor M3 supports Sales Orders Management. We ll dive deep into product allocation, picking, packaging, shipping, invoicing, and the distribution order management process. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Warehouse management (repetition 1 of 2) M3-AP2 M3-AP3 In this session, you will delve into the specifics of the functionality of warehouse management in the Infor M3 solutions. We will also discuss the protocols of Infor Master Data Management (MDM), requisition and distribution orders, and Infor Document Management (IDM). Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Manufacturing and purchase order management M3-AP4 In this session, we will explore how to execute and manage manufacturing orders and the detailed workflows used to process them. We ll also discuss best practices for managing purchase order processing in Infor M3. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Sales and distribution order management (repetition 2 of 2) In this session, you will learn how Infor M3 supports Sales Orders Management. We ll dive deep into product allocation, picking, packaging, shipping, invoicing, and the distribution order management process. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher M3-AP5 20

21 Feb 28: 2:45PM - 4:15PM Warehouse management (repetition 2 of 2) M3-AP6 In this session, you will delve into the specifics of the functionality of warehouse management in the Infor M3 solutions. We will also discuss the protocols of Infor Master Data Management (MDM), requisition and distribution orders, and Infor Document Management (IDM). Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher INFOR M3 - BUSINESS INTELLIGENCE Feb 28: 2:45PM - 4:15PM Feb 28: 1:00PM - 2:30PM Feb 28: 10:00AM - 12:00PM Feb 26: 3:45PM - 5:45PM Business intelligence for Infor M3 overview (repetition 1 of 2) M3-BI1 In this overview session, you will learn how to build out your business intelligence with the Infor options for either an on-premise or cloud solution. Product Expert(s): Jason Brandon, Alistair Stone, Pierre Nolte Business intelligence for Infor M3 overview (repetition 2 of 2) M3-BI2 In this overview session, you will learn how to build out your business intelligence with the Infor options for either an on-premise or cloud solution. Product Expert(s): Jason Brandon, Alistair Stone, Pierre Nolte Infor M3 Analytics in M3 cloud edition In this session, you will learn about the Infor M3 Analytics in the cloud edition, including the robust functionality available in Infor Data Lake and Birst. Product Expert(s): Jason Brandon, Alistair Stone, Pierre Nolte Infor M3 Analytics in on-premise solutions M3-BI3 M3-BI4 In this session, we will walk you through scenarios for managing the Infor M3 Analytics in on-premise solutions. You will also learn how to benefit from your investment in the Data Warehouse Designer (DWD) and how it supports Birst in an M3 solution. Product Expert(s): Jason Brandon, Alistair Stone, Pierre Nolte 21

22 INFOR M3 - INTEGRATION Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Feb 26: 1:30PM - 3:30PM Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Infor M3 integration tools overview (repetition 1 of 2) In this foundation session, you will learn best practices for integrating your Infor M3 solution and preparing for the future. We will explore existing integration options in the cloud, basic use cases which show successful integrations, and best practices for integrating into M3 cloud edition. Product Expert(s): Erik Stanze, Anders Karlsson Integrating with ION (repetition 1 of 2) M3-IN1 M3-IN2 In this session, dive deep into the Infor Intelligent Open Network (ION), business object document (BOD) integration, and ways to maximize the benefits of the integration. We will also discuss extensibility options in cloud and on-premise solutions. Product Expert(s): Erik Stanze, Anders Karlsson Infor Enterprise Collaborator (repetition 1 of 2) M3-IN3 In this session, we will conduct an in-depth demonstration using the Infor Enterprise Collaborator (IEC). We will also explore the changes in the Infor Enterprise Collaborator (IEC) solution when used in a multi-tenant cloud solution. Product Expert(s): Erik Stanze, Anders Karlsson Infor M3 integration tools overview (repetition 2 of 2) In this foundation session, you will learn best practices for integrating your Infor M3 solution and preparing for the future. We will explore existing integration options in the cloud, basic use cases which show successful integrations, and best practices for integrating into M3 cloud edition. Product Expert(s): Erik Stanze, Anders Karlsson Integrating with ION (repetition 2 of 2) M3-IN4 M3-IN5 In this session, dive deep into the Infor Intelligent Open Network (ION), business object document (BOD) integration, and ways to maximize the benefits of the integration. We will also discuss extensibility options in cloud and on-premise solutions. Product Expert(s): Erik Stanze, Anders Karlsson 22

23 Feb 27: 3:30PM - 5:00PM Infor Enterprise Collaborator (repetition 2 of 2) M3-IN6 In this session, we will conduct an in-depth demonstration using the Infor Enterprise Collaborator (IEC). We will also explore the changes in the Infor Enterprise Collaborator (IEC) solution when used in a multi-tenant cloud solution. Product Expert(s): Erik Stanze, Anders Karlsson INFOR M3 - SYSTEM ADMINISTRATION Feb 28: 10:00AM - 12:00PM Feb 27: 3:30PM - 5:00PM Feb 27: 1:00PM - 3:00PM Feb 27: 10:00AM - 12:00PM Utilizing technology to support on-premise solutions (repetition 1 of 2) In this session, you will discover the new Infor M3 and Infor operating services (OS) features and functionalities that make your system more powerful when used together. We ll start by going through a detailed architectural overview of the Infor M3 on-premise solution and then explore how Birst supports Infor M3. Product Expert(s): Mehran Izad Shenas, Hakan Lundh Utilizing technology to support multi-tenant cloud (repetition 1 of 2) In this session, you will discover the new Infor M3 and Infor operating services (OS) features and functionalities that make your system more powerful when used together. We ll start by going through a detailed architectural overview of the Infor M3 cloud solution, and then explore how Birst supports Infor M3. Product Expert(s): Mehran Izad Shenas, Hakan Lundh Diving into security (repetition 1 of 2) M3-SY1 M3-SY2 M3-SY3 Join this session to learn how Infor M3 controls end-user security and access to the M3 business applications and data. The topics on this sessions agenda includes: SAML, IDFS, IFS, Certificates, and H5 Administration. Product Expert(s): Mehran Izad Shenas, Hakan Lundh Utilizing technology to support on-premise solutions (repetition 2 of 2) In this session, you will discover the new Infor M3 and Infor operating services (OS) features and functionalities that make your system more powerful when used together. We ll start by going through a detailed architectural overview of the Infor M3 on-premise solution and then explore how Birst supports Infor M3. Product Expert(s): Mehran Izad Shenas, Hakan Lundh M3-SY4 23

24 Feb 28: 2:45PM - 4:15PM Diving into security (repetition 2 of 2) M3-SY6 Join this session to learn how Infor M3 controls end-user security and access to the M3 business applications and data. The topics on this sessions agenda includes: SAML, IDFS, IFS, Certificates, and H5 Administration. Product Expert(s): Mehran Izad Shenas, Hakan Lundh INFOR M3 - TECHNOLOGY FOUNDATION Feb 26: 3:45PM - 5:45PM Feb 26: 1:30PM - 3:30PM Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Technology foundation overview M3-TE1 Join this session to learn about the Infor M3 technical framework and how the Infor operating services (OS) technology platform supports Infor M3. We will walk through topics such as the advantages of using the M3 Output Management Solutions and the Infor Enterprise Collaborator (IEC). Product Expert(s): Mehran Izad Shenas, Hakan Lundh Infor OS Overview M3-TE2 Are you curious about the Infor operating services (OS) and wondering what it specifically brings to the table for Infor M3? In this session, you will learn about the components in the Infor OS package, and how they interact with, and support, the Infor M3 Business Engine (BE). In addition, you will review the components of Infor OS, for example Infor Mingle, Security, Infor Document Management (IDM), Coleman, Internet of Thing (IoT), and many others. Product Expert(s): Mehran Izad Shenas, Hakan Lundh Architecture Overview M3-TE3 In this session, you will see the technical architecture of the different Infor M3 components demonstrated. Also, you will explore the different possibilities to architecture the M3 solutions for both on-premise solutions and cloudbased solutions. Product Expert(s): Mehran Izad Shenas, Hakan Lundh System Administration Overview M3-TE4 This session goes through the System Administration tasks, including the security management and life cycle management. The session also offers a run-through on how to administer the H5 and Smart Office user interfaces. Product Expert(s): Mehran Izad Shenas, Hakan Lundh 24

25 INFOR M3 - USER EXPERIENCE Feb 26: 3:45PM - 5:45PM Feb 26: 1:30PM - 3:30PM Feb 26: 11:00AM - 12:30PM Feb 26: 9:15AM - 10:45AM Infor M3 user experience overview In this session, you will gain insight into the industry-leading Infor M3 user experience and all the possibilities available in the latest solution. We ll discuss how to extend the Infor operating services (OS) and H5, including ways they manage the same functionalities as Smart Office. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Personalizing the Infor M3 user experience in H5 In this session, you will discover how to personalize Infor M3 in H5 using functional tools, e.g., conditional hyperlinks, conditional styles, shortcuts, and many others. You will learn the latest tips and tricks for using ION Enterprise Search (IES), as well as best practices for installing and using the Webmashups and WorkStack web applications. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Setting up Infor Ming.le Homepages for Infor M3 (repetition 1 of 2) M3-UX1 M3-UX2 M3-UX3 In this session, we will explore Infor Ming.le Homepages, setting up user-defined application program interfaces (APIs), leveraging the user-defined API in Infor M3 Information Viewers and Monitors, and publishing and adding hashtags your own Infor operating services (OS) widgets. You will also examine a case study that focuses on configuring the AutoComplete script, adding fields via the CUGEX1 table, and event-based alerts. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher Setting up Infor Ming.le Homepages for Infor M3 (repetition 2 of 2) M3-UX4 In this session, we will explore Infor Ming.le Homepages, setting up user-defined application program interfaces (APIs), leveraging the user-defined API in Infor M3 Information Viewers and Monitors, and publishing and adding hashtags your own Infor operating services (OS) widgets. You will also examine a case study that focuses on configuring the AutoComplete script, adding fields via the CUGEX1 table, and event-based alerts. Product Expert(s): Jean-Luc Meyer, Magnus Tallqvist, Mike Fletcher 25

26 Recommended perquisite courses for Infor OS and Infor M3 We recommend that attendees come to Infor TechEd with a certain level of preexisting knowledge. Below are some recommended learning resources to assist you in preparing for Infor TechEd. You can purchase these resources à la carte or access through your Campus Plus membership: Infor Campus USA Infor Campus Global INFOR OS COURSE NAME TYPE COURSE LINKS Infor Document Management: Overview and Mobile Training elearning Global USA Infor Ming.le: v12 Overview and Mobile Training elearning Global USA Infor Xi Platform: Understanding Xi Platform Foundation elearning Global USA ION: v11 User Training Overview elearning Global USA ION: v12 User, Mobile, and API Training Overview elearning Global USA Infor OS: ION API Gateway Overview elearning Global USA Infor OS: Infor OS in Action elearning Global USA 26

27 INFOR M3 COURSE NAME TYPE COURSE LINKS M3: Learning How the Infor OS Technology Platform Supports M3 elearning Global USA M3: Leveraging Extensibility in Infor OS (Xi) elearning Global USA M3: Navigating the Infor M3 H5 User Interface elearning Global USA M3: v13x Administering Security - Self-directed Learning Self-directed Learning Global USA M3: v13x Administering the System - Introduction - Self-directed Learning Self-directed Learning Global USA M3: v13x Configuring Ad Hoc Reports - Selfdirected Learning Self-directed Learning Global USA M3: v13x Manufacturing Foundation - Selfdirected Learning Self-directed Learning Global USA M3: v13x Using H5 - Introduction - Self-directed Learning Self-directed Learning Global USA M3: v13x Using H5 User Interface - Self-directed Learning Self-directed Learning Global USA M3: v13x Using ION Enterprise Search - Selfdirected Learning Self-directed Learning Global USA Contact EducationAmericas@infor.com for additional recommendations. 27

28 Learn how to achieve more with your Infor solution at Infor TechEd Register here Regular fee: $1,849 Discounted hotel rates available at the LINQ Las Vegas. Need help convincing your boss to invest in your Infor TechEd experience? Download a customizable justification letter. For more information, please contact TechEd@infor.com View the full schedule of upcoming Infor TechEds 641 Avenue of the Americas New York, NY infor.com About Infor Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 194 countries improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visit Copyright 2019 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. This document is provided for informational purposes only and does not constitute a commitment to you in any way. The information, products and services described herein are subject to change at any time without notice. INFDTP en-US