Troubleshooting Data Connection Issues

If you experience data connection issues or see an error when testing a connection, try the following steps to identify and resolve the problem. Note that some of these apply to specific connection types.

1. Check your connection information
   Make sure the connection details—such as the URL, username, password, and any required settings—are entered correctly. Even a small typo can cause the connection to fail.

2. Make sure you have the right access
   Confirm that the account being used has permission to access the external system or data. If you’re not sure, you may need help from an administrator.

3. Confirm network access
   Ensure the external system can be reached from your environment. This may involve firewall rules, VPN access, or allowing certain IP addresses.

4. Verify the connection type
   Check that you selected the correct type of connection for the system you are connecting to, and that all required fields are filled in.

5. Review login or authentication settings
   For connections that use REST or OAuth, verify that items like the token URL, client ID, client secret, and scopes are correct and up to date.

6. Check that the external system is available
   Make sure the external system is online and not down for maintenance or experiencing an outage.

7. Check the Forms Log for error messages.
   Click the information icon to view the complete error message.
8. Requests return "not found."
    If a request returns a "Not Found" error and the connection has a Base URL, verify that the data sets and data maps contain only the remaining portion of the address (the endpoint path), rather than the full URL. The Base URL is already configured in the connection settings.
9. Data is missing or access is denied.
   Ask your administrator to confirm that the service account has permission to access the M3 program or document type used by the connection.
10. No data was returned for a query.
    The request worked but Infor returned no records. Check the filters in your API URL and parameters.
11. An error appears after clicking Generate Data Set.
    Read the error message from Infor. Confirm the API URL is correct and the service account can run that transaction.
12. Only one row, or unexpected columns.
    Select a different JSON Path. Choose the path that ends at the list of records, not a single value.