SyteLine IDO API Security Hardening Checklist
This checklist hardens the SyteLine 9 and CSI 10 IDO request service (IDORequestService) when you expose its REST or SOAP endpoints to integrations and scripts. It covers accounts, transport, tokens, request hygiene, monitoring and licensing.
0 of 25 items complete
8 critical items still open - these are the highest-risk gaps.
Accounts
Transport
Tokens and secrets
Request hygiene
Monitoring
Licensing
Critical items are the ones an auditor or attacker finds first: shared or administrator accounts, plain HTTP or internet exposure, tokens and .ionapi files in the wrong place, unbounded loads and filters built from raw input. Fix those before adding new integrations.
Get your integration users reviewed
Send us the list of integration users, their groups and callers and we will flag the highest risks first.
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How to use it
Run the checklist once per integration, not once per system, because each caller has its own user, network path and request pattern. Export it to Excel with one column per integration and keep it with the interface design. Re-run it when an integration changes owner, starts calling new IDOs, or moves from internal network access to ION API Gateway. Pair it with the general SyteLine user access audit for the human side.
Where this lives in SyteLine
The IDO request service runs on the server that hosts IDORequestService and authenticates callers as SyteLine users. What they can read or invoke is governed by group authorizations on IDOs and methods, maintained on the group authorization forms for your release. REST v2 load requests take parameters such as properties, filter, recordcap and readonly. Login failures raise the SessionOnLoginFailed framework event, so an application event handler can alert on them.
- Group object authorizations: IDO and method access
- recordcap and readonly: limit load cost and locking
- SessionOnLoginFailed: alert on failed logins
- ION API Gateway: OAuth2 for external callers
Worked example
A shipping integration reads open orders every five minutes as an administrator, with properties=* and recordcap=0. Hardening gives it a dedicated user in a group with read access to the order IDOs only, a property list of nine columns, readonly=True, a recordcap matched to the largest expected batch, and a filter built from a validated date parameter. The caller moves behind ION API Gateway with a service account and the .ionapi file goes into the vault. A SessionOnLoginFailed handler emails the owner after repeated failures.
Version differences and gotchas
Request features differ between Mongoose builds. The IDO request exclusion list and the IdoPostRequestQuarantined event appear in current Mongoose documentation; confirm they exist in your SyteLine 9 or CSI 10 build before relying on them. REST v1 and v2 endpoints take different URL shapes. How API sessions consume licences depends on your agreement, so confirm it with Infor rather than assuming.
Frequently Asked Questions
Does Infor Mongoose have a REST API?
Yes. The IDO request service exposes REST endpoints for loading collections, updating collections and invoking IDO methods, alongside the older SOAP web service. Calls run as a SyteLine user, so group authorizations apply. Load requests take parameters such as properties, filter, recordcap and readonly. Check which REST version your build supports.
How should an integration log in to SyteLine?
Use a dedicated SyteLine user per integration, in a group that grants only the IDOs and methods it needs. Obtain a security token at startup and keep it in memory. For callers outside your network, put ION API Gateway in front and authenticate with OAuth2 using a backend service account and a vault-stored .ionapi file.
What does recordcap do in an IDO load request?
recordcap limits how many rows a load returns. A value of 0 means no limit, which on large IDOs can load very large result sets and slow the application server. Set it to the largest batch the integration really needs and page through data with filters, rather than pulling whole tables.
Can I alert on failed SyteLine logins?
Yes. SessionOnLoginFailed is a framework event raised when a login attempt fails. Add an application event handler with a Notify action to alert the integration owner or security team, and keep the condition narrow, for example integration users only, so alerts stay meaningful.
If you want an AI assistant to use SyteLine data through a locked-down, read-only IDO user on your own servers, we can set that up with these controls built in.
Related Tools
SyteLine IDO REST Request Generator
Fill in host, configuration, IDO, properties and filter to get ready-to-use REST calls for loading, updating and invoking methods on SyteLine IDOs.
Compliance & ContractsSyteLine Security and User Access Audit Checklist
A checklist for reviewing SyteLine users, authorizations, service accounts and integrations before an audit or after a staffing change.
Infor SyteLineSyteLine ION BOD Integration Go-Live Checklist
Setup, scope, testing, cutover and hypercare checks for BOD based integrations between SyteLine or CSI 10 on-prem and Infor ION.
Developer ToolsSyteLine Mongoose Customization Deployment Checklist
Dev to test to production promotion checks for Mongoose forms, IDO metadata, extension class assemblies, SQL objects, events and reports on SyteLine 9 and CSI 10.
Developer ToolsSyteLine Event System Troubleshooting Checklist
Checks for event handlers in SyteLine 9 and CSI 10 that do not fire, fire twice or hang, from event name and flags to runtime services and action outcomes.
More Developer Tools tools
See all- SyteLine SQL Query Generator for Item, Job and Order Tables
- SyteLine SQL Blocking and Long Running Query Script Generator
- SyteLine Custom Table CREATE Script Generator
- SyteLine Mongoose Framework Events Reference
- SyteLine Event Action Types Reference
- SyteLine Event Action Parameter Functions Reference
- SyteLine WinStudio Standard Form Events Reference
- SyteLine Mongoose API Options Reference
- SyteLine SQL User-Defined Data Types Reference
Keep exploring
Free tools
- SyteLine IDO SOAP Web Service Client GeneratorGenerate a working C# console client and a PowerShell equivalent for the Mongoose IDO SOAP web service on on-premises SyteLine.
- SyteLine IDO REST Request GeneratorFill in host, configuration, IDO, properties and filter to get ready-to-use REST calls for loading, updating and invoking methods on SyteLine IDOs.
- SyteLine ION API IDO Request GeneratorTurn a .ionapi backend service file into working PowerShell and curl calls that load SyteLine IDO data through ION API, including bookmark paging.
ERP fixes and how-tos
- How to Call SyteLine IDOs from an External ApplicationHow the SyteLine IDO SOAP web service works, how to authenticate and call Load, Update, and Invoke from external code, and where it commonly fails.
- How to Add a Custom Method to a SyteLine IDO in C#How to expose a new server-side operation on a SyteLine IDO: define the method on the IDO Collection, implement it in C#, and call it safely.
- How to Add Custom Business Logic to a SyteLine IDO with an Extension ClassAdd custom validation to a SyteLine IDO without touching generated code: extension class structure, BeforeAdd/AfterModify events, and deployment steps.
Guides
- ERP Security Best Practices for ManufacturersERP security best practices for manufacturers: harden Infor SyteLine and LN with least privilege, MFA, patching, encryption, and audit-ready access controls.
- Configuring IDO Security and Role Permissions in SyteLineConfigure SyteLine IDO-level security and role-based permissions. Control read, insert, update, and delete access per IDO, property, and user group in CloudSuite Industrial.
- SyteLine IDO Request Object: Complete Property ReferenceComplete reference for the SyteLine IDO Request object. Properties, methods, filter syntax, and usage patterns for LoadCollection, UpdateCollection, and InvokeMethod.
Integrations
- How to add Slack to Infor SyteLineConnect Slack to Infor SyteLine with slash commands, interactive approval messages and event alerts built on the IDO REST service, AES and ION.
- How to add a mobile app to Infor SyteLineBuild or extend a mobile app for Infor SyteLine: barcode scanning, labor reporting, inventory moves and approvals over IDO REST, with offline and device options.