Partner Summit SunSystems Nov14

Partner Summit
Copyright ©2014 Infor. All rights reserved.

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SunSystems 6.2.0 – Infor 10x
Overview
Dhruv Parekh, Solution Consultant, Infor

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SunSystems
Last 12 months activity and a look into the future
Copyright © 2013. Infor. All Rights Reserved. www.infor.com

3
This document reflects the direction Infor may take with regard to the
specific product(s) described in this document, all of which is subject to
change by Infor in its sole discretion, with or without notice to you. This
document is not a commitment to you in any way and you should not rely
on this document or any of its content in making any decision. Infor is not
committing to develop or deliver any specified enhancement, upgrade,
product or functionality, even if such is described in this document. Infor is
in no way committing to the development or delivery of any specified
enhancement, upgrade, product or functionality.

4
Themes to listen out for
• Modern collaborative pan-application platform
• New analytical capabilities
• Information distribution to consumers and key visualisations
• Managing cost effective global growth and deployment

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SunSystems 6.2.0
Building on a strong foundation
Now generally available
Copyright © 2013. Infor. All Rights Reserved. www.infor.com

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Release Perspective
• Delivered new core capabilities to enhance SunSystems
• Cost effective deployment into multi-lingual (Hindi)environments
• Strengthening Cloud deployment pre-requisites.. On the way..
• More efficient system administration
• Improved user experience

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SunSystems 6.2 Highlights
Highlights Other enhancements
Unicode enablement of BU database Cross Business Unit shared data (e.g.

Filter Definitions) moved to Domain
Lower TCO, single database deploy,
mixed character sets, new Dynamic Form Compile
languages, Cloud pre-req. More web enablement (User
Hindi translation Manager/Security Console, Data
Arabic translation Dictionary Editor)
(including Right-to-Left, Hijri calendar) Web performance improvements
Extended Analysis module *New Module Security resilience (remove single point
of failure)
Enterprise Data Management *Requires ION
More Infor Ming.le™ interaction
Business Unit Administration
SRS enhancements
Use SunSystems Connect (SSML)
payloads across ION & 100+ customer specific
enhancements

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Customers and SunSystems 6.2.0
• Global commodity broker upgrading from v5 - global character sets Unicode and master data
management
• International logistics company– upgrading from v4 to support cost effective global roll-out
• Global hotel chain preparing roll-out of 6.2.0 to take advantage of new Business Unit Administration
functions and Unicode for mixed APAC character sets.
• New Extended Analysis module deploying to major UK charity
• International energy firm upgrading from v4 to v6.2.0 to secure lower TCO and migrate hosting
service provider to public cloud infrastructure
• UK University taking Extended Analysis for more detailed project accounting view of financial
information
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SunSystems & Infor 10x
Infor 10x means …
• Multiple device/client access

points
Web • Browser, Windows, iPad
Mob SunSystems • Multiple user experiences

• Web, Mobile, Rich Client, Ming.le™
Rich
• Multiple interoperability
ION
methods
Infor Ming.le™

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Infor 10x & SunSystems
• Infor Ming.le™ • Infor ION
• Shortcuts • Workflow
• Quickly access key data • Master Data Creation
• Share • Event Monitoring
• DrillBack & Paparazzi • Alerts
• Embedded BI • Social Objects (with Ming.le™)
(Q&A Context)
• Uncover related information • Integration

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Extended Analysis

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Transaction Posting data
Document
Additional Descriptions & Dates
Analysis Dimensions
Account Analysis
Extended Analysis
Text
Date
Numeric
Fixed
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Enterprise Data Management

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• More efficient management of corporate standard data
• Head Office controls setup of subsidiary static data
• Chart of accounts, analysis codes, currency rates, items etc
• More efficient inter-company reporting, period close, financial
• Copy key static data between multiple SunSystems Business Units
• BUs may be part of same installation or separate installations
• Pre-requisite – installations/BUs must be connected by ION
• Publisher Business Unit(s)
• Create, Amend or Delete
• Triggered by Business Rules
• Subscriber Business Unit(s)
• New SunSystems BODs created (SSML payload, not OAGIS)
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Publisher BUs Subscriber BUs
Accounts Create
Address Amend
Create
Delete
Analysis Codes Amend
Delete
Analysis Dimensions Item …………… 
Item ……………  Item …………… 
Currency Item ……………  Item …………… 
Item …………… 
Currency Daily Rates Item …………… 
Item …………… 
Item ……………  Create
Currency Period Rates Item …………… 
Business Rules
Item ……………  Amend
Item ……………  Item …………… 
Customers Item …………… 
Delete
Items (inc. Alternative Item …………… 
Items) Item …………… 
Item …………… 
Item Customer Item …………… 
Create
Journal Presets Item ……………  Create
Amend Item ……………  Amend
Journal Types Delete Item …………… 
Delete
Period
Item ……………  Item …………… 
Purchase Order Presets Item ……………  Item …………… 
Item …………… 
Sales Order Presets Item …………… 
Item …………… 
Item …………… 
Suppliers Item ……………  Item …………… 
Item ……………  Item …………… 
Value Labels Item ……………  Item …………… 

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Infor Document Management

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Input Store Connect
IBM DB2
CM
Microsoft
SharePoint

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IDM - Input Input Store Connect
• Automated
• Capture business documents into IDM
• Input documents using API calls
• Manual
• Manually add documents using IDM clients
• Manually add documents from adopting applications
• Add to the back-end directly with office applications
• Metadata
• Used for referring documents to ERP data
• Capture metadata from business documents
• Archive
• Archive printed documents

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IDM - Store Input Store Connect
• Secure
• Role based authentication in IDM server
• Authorization enforced by back-end platform
• Versioning
• Set up and enforced by back-end platform
• Check out/-in
• As supported by back-end platform
• IDM clients support check in/-out
• IDM api’s support check in/-out
• Scalable
• Both back-end platforms scale well
• IBM DB2 Content Manager is the Enterprise Edition

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IDM - Connect Input Store Connect
• In context
• Loose links to documents using metadata
• Ming.le context messages used for executing links
• Search
• Free-text search (in content only in IBM DB2 CM)
• Attribute search
• All search supported both from clients and in API’s
• Manage
• Edit attributes in IDM clients
• Edit documents in MS Office applications
• Manage versions in both
• Collaborate
• Work on documents in workflows
• Use documents as content in social applications

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• Adding a document to a customer account.

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Future Road Map items
SunSystems 6.2.1 and beyond

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Financial Calendars – New feature - 6.2.1
• New feature driven by user requests and statutory/convention
requirements in key global markets.
Deliverable
• Ease of management of financial calendar data, especially where the data
is shared across may Business Units and modules.
• Visibility of financial calendar information
• Monthly (calendar months), Custom (weekly, quarterly etc)
• Facility to determine an accounting period from a date
• Ease of integration with ION-enabled systems
• Provide a structure to allow financial year closure

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Cloud
Ready
SunSystems Roadmap 2014+

Infor 10x enabled Static Data Statuses
Customer/Supplier Portals*NEW
Home Page – with Hook & Loop
Industry Templates - Q&A Context Web Parts Off-line archiving
Extended Analysis*NEW (e.g. Hospitality, Not for Profit) BUA Improvements Matching Enhancements
Enterprise Data Management Currency Rate Types - Reconciliation Management
Business Unit Administration Sun Driver *NEW - Allocation Enhancements
RTL Support (Arabic) - task automation and rapid Working Capital Management
ION SunSystems BODs (SSC) patch adoption testing - Payments
SRS Enhancements SRS Enhancements - Reconciliation Procure-to-Pay - SunSystems
Enhanced Ming.le™ integration Financial Calendars - Performance tuning - Collections - Requisitioning add-on
Functionality
6.2.0 – Mar ’14 6.2.1 – Sep 14 6.3 – 2015 6.4 – 2016 7.0 – 2017
Technology
Unicode (Business Unit db) GWT upgrade Upgrade simplification More web–enablement for SunSystems Connect
Web User Manager - better browser support Service continuity SunSystems Financials Re-factor/update
Web Data Dictionary Editor Installation improvements Web–enable Transfer Desk - Report Designer - Mongoose IDO connectivity
Security Resilience - pre-requisite installation - Profile Designer - Transfer Desk - Landmark connectivity
Dynamic Form Compile - preserve configuration Installation improvements enhancements 3rd party Cloud components
Shared Config Data in Domain - replace superseded controls - Forms Designer
Web Performance Improved Hardware Load Balancing - Filter Designer
- Cloud and web scalability - Plus key components
Update serialisation engine SunSystems Order Fulfilment
6.2 Performance Benchmark - Granular users, Named Users - OF components for web

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SunSystems 6.2 & Infor 10x
• Collaboration and application integration
• Further analytical opportunities
• More efficient system administration – lower TCO
• Extend global reach cost effectively

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Q&A Evolve and BI Dashboards – The
next generation of reporting

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This document reflects the direction Infor may take with regard to the
specific product(s) described in this document, all of which is subject to
change by Infor in its sole discretion, with or without notice to you. This
document is not a commitment to you in any way and you should not rely
on this document or any of its content in making any decision. Infor is not
committing to develop or deliver any specified enhancement, upgrade,
product or functionality, even if such is described in this document. Infor is
in no way committing to the development or delivery of any specified
enhancement, upgrade, product or functionality.

47
Q&A Ethos
• Database agnostic
• Product agnostic
• DataLinks
• Business terms not database terms
• High level abstractions
• Data security
• Bringing relational ad-hoc querying to non-technical users

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Mobile
Business Vault Reporting Analytics Ad-hoc Inquiries
Dashboards
Real-time self service

Business Intelligence
Q&A ad-hoc Inquiry, end user tool
Make better
decisions Make it easy to analyse
Reach all your users in any faster! your business data and
department with data from any
accurately measure
source
performance
Operations Financials Sales Supply Chain Other Data
Multiple Data Sources Copyright ©2014 Infor. All rights reserved.

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KPMG CFOs Insight Gartner Insights
Information: Lifeblood of the Enterprise Real-Time Insight:
Information is the lifeblood of the modern business
enterprise. OLTP SQL In memory database
Q&A is still a differentiator for us.
? What improvements does your F&A organization

plan on making over the next two years?
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REAL TIME data and analytics.
Finance teams want a real-time P&L;

want to aggregate and create hierarchy’s of data;
drill into the data; analyze the data.
We are still a leader in that space.
Others can give them the view from “yesterday”. No one can give
them the views like we can.
Better Visualizations:
With the addition of our Q&A Dashboards – we can serve both
Operational Finance teams as well as Executive Financial teams.
KPMG CFO May 2013 Copyright ©2014 Infor. All rights reserved.
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Q&A 10.x
• Massively popular – hundreds of thousands of users
• Stable
• Limitations
• “Fat” client
• Technical limitations
• 32 bit
• Non-unicode
• Fragmented and overlapping functionality

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Q&A Evolve
• Next generation Q&A product within Excel plugin
• Ad-hoc query design
• Report scheduling / distribution (embedded Alert Server)
• Bulk data load (Data Send)
• Drilldown / breakout / expands
• Support for Cloud deployments

• Web Service enabled (not full browser*)
• Not currently true multi-tenant – scheduled for next release
• Centralised Administration
• Client/Server architecture
• Small client footprint – 2 minute install
* Q&A dashboards will provide for web browser access 52
Q&A Evolve
• Uses latest technologies
• 64 bit
• Office 2013
• Unicode
• Allows for patches – no requirement to release a new version
• Refreshed user interface
• Rationalisation of Q&A 10.x functionality

• Removal of some modules, and 3rd party add-on components
• Not a like for like upgrade
• Gap analysis required for every existing customer
• Q&A 10 can be run alongside the new Evolve release and will allow for conversion
of current reports
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What does BI mean for Q&A?

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Infor BI – unified reporting stack
• Q&A and BI development teams have merged
• Aim for one unified reporting stack for Infor
• Q&A will fill the relational reporting gap in the current BI products
• DataLinks will provide relational reporting for non-technical users
• Evolve will service relational query execution requests
• BI installation will ship with Evolve components from 10.6.0 onwards

• Evolve will become part of the BI SOA architecture
• Motion Q&A will be retired in favour of Dashboards

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Q&A Evolve & BI Dashboards
• First iteration will provide BI Dashboards for Q&A (leveraging App Studio)
• Roadmap includes re-worked Office Plus and Q&A plugin within Excel
• Will provide for better designer tools
• Office 365 support
• Multi Tenant Cloud Support
• SQL 2014 – In-memory database (Hekaton – OLTP)

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Infor BI – Customer benefits
• BI Dashboards
• Q&A in a browser
• Q&A on mobile devices
• Access to full power of Application Studio report design environment
• Conditional formatting (like Q&A Report Designer)
• Interactive graphs and data
• Create full blown applications for end-users
• Simultaneous access to multi-dimensional reporting / analytics
• Mix relational and OLAP data sources
• Fully fledged forecasting and budgeting
• Coming soon – full multi-tenancy via BI SOA architecture

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Infor BI / Evolve – Features
• Use Evolve as a BI Data Source
• Design Q&A relational queries (“DataLink lists”)
• Dynamically create and modify Q&A queries outside of report design (“Edit
Query” action)
• Application Studio
• Browser
• iPad
• Simple ad-hoc querying inside Dashboards (“Self Service” reports)

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Q&A BI Dashboards
Preview…

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Q&A Roadmap

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Q&A 10.1.x Maintenance only
• Continued support for the 10.1
product line
• Note – will not be able to offer 64 bit
support in this version
• 6 month maintenance releases which
addresses customer reported issues
2013 2014
May 2013 November 2013 June 2014 October 2014

• 10.1.4 Service Pack • 10.1.5 Service Pack • 10.1.6 Service Pack • 10.1.7 Service Pack

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BI Relational Module Roadmap
December 2014 March 2015 Future
BI 10.6.0 BI 10.7.0 BI 10.8.0

BI Integration Cloud In-memory Cache
• Core module on BI 10.6.0 ISO image • IFS and SSO with BI • SQL Server Hekaton
• SOA service
Switch from licenced usage to metering • Multi-tenancy Combined Multi-dimensional and Relational UI
• Failsafe / recovery
Sub connection support • Oracle Evolve db support Web based Admin tools
• Auditing
Programmability Web based Relational modelling
• Excel macro support Hierarchies • Ad-hoc DataLinks
Automatic cell reference lookups Q&A Executive report migration Cloud

• Postgres database support
Performance improvements
New Native iOS Dashboards Query Editor
This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole
discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making Copyright ©2014 Infor. All rights reserved.
68
any decision. Infor is not committing to develop or deliver anything described herein.
Thank you.

69

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Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Copyright ©2014 Infor. All rights reserved.

• New analytical capabilities

• Information distribution to consumers and key visualisations

• Managing cost effective global growth and deployment

Copyright ©2014 Infor. All rights reserved.

Copyright © 2013. Infor. All Rights Reserved. www.infor.com

• Cost effective deployment into multi-lingual (Hindi)environments

• Strengthening Cloud deployment pre-requisites.. On the way..

• More efficient system administration

• Improved user experience

Copyright ©2014 Infor. All rights reserved.

Unicode enablement of BU database Cross Business Unit shared data (e.g.

Copyright ©2014 Infor. All rights reserved.

• New Extended Analysis module deploying to major UK charity

• Multiple device/client access

Mob SunSystems • Multiple user experiences

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Additional Descriptions & Dates

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Input Store Connect

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

SunSystems Roadmap 2014+

Copyright ©2014 Infor. All rights reserved.

• Further analytical opportunities

• More efficient system administration – lower TCO

• Extend global reach cost effectively

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

Copyright ©2014 Infor. All rights reserved.

• Bringing relational ad-hoc querying to non-technical users

Copyright ©2014 Infor. All rights reserved.

Real-time self service

Operations Financials Sales Supply Chain Other Data

Multiple Data Sources Copyright ©2014 Infor. All rights reserved.

Q&A is still a differentiator for us.

? What improvements does your F&A organization

Finance teams want a real-time P&L;

We are still a leader in that space.

Copyright ©2014 Infor. All rights reserved.

• Support for Cloud deployments

• Rationalisation of Q&A 10.x functionality

Copyright ©2014 Infor. All rights reserved.

• BI installation will ship with Evolve components from 10.6.0 onwards

• Motion Q&A will be retired in favour of Dashboards

Copyright ©2014 Infor. All rights reserved.