Activating the products in your platform
Every product in your tier is yours from day one, and you decide what to install and when. Activation is how a product goes live: we install and configure it, and we train your administrator to run it.
This section explains how activation works, what each product needs in place, and what we'll ask when you request it.
Have these ready
- The product you want first. Each request covers one product, and you can start the next one with your answers already filled in.
- Your SyteLine version and where it runs: your own servers, Infor's multi-tenant cloud or Infor GovCloud
- The person who will own each product day to day
- For Machine-Trak, your site survey: fill it in online when you request, or download the workbook from the Machine-Trak page
Each customer moves at its renewal, starting January 1, 2027. Want to move sooner? You can, any time before your renewal. Your account team will set it up.
From request to running
- STEP 1
Choose the product
Each product page shows what the standard installation covers and what you need in place.
- STEP 2
Check your setup
The request asks for your SyteLine version and hosting first. If something has to happen before activation, it tells you right away.
- STEP 3
Send the request
It goes to our activation desk, not the support queue. You get a copy with your request number.
- STEP 4
We confirm
We confirm your entitlement, scope and start date. We quote any tuning or custom work before it starts.
- STEP 5
Finish your checklist
Your team completes anything not yet in place and gives our team remote access.
- STEP 6
Install, train, go live
We install and configure the product and train your lead users. After go-live, support runs through one portal.
The terms we use
- Activation
- Installing, configuring and training on a product your tier already includes. You place it like an order. It isn't a new sales cycle.
- Standard installation
- The installation, configuration and train-the-trainer session we include for any product that's new to your account. Each product page lists what it covers.
- New to your account
- A product you don't run today. Products you already run carry no included installation, except a reinstall when you move to Infor's multi-tenant cloud.
- Before we start
- The systems, access, people and data each product needs in place. We schedule your activation once they're ready.
- Tuning
- Configuring a product to the way your team works, beyond the standard installation. We quote it before it starts and bill for the time it takes.
- Custom work
- Reports, forms, integrations and extensions outside the standard product. We quote it before it starts, as a fixed fee wherever we can.
- Included machine licenses
- The Machine-Trak licenses your tier includes. We install them at no risk to you: if you decide not to use them, you pay nothing.
- Activation desk
- The Lake team that receives your request, confirms scope and schedule, and stays with you until go-live.
What every activation looks like
Included Standard installation
- Install and configure
- Installation and the standard configuration, done with your team.
- Security
- Security and roles for your licensed users.
- Train-the-trainer
- Training for your lead users, so the knowledge stays in your building.
Tuning Quoted, billed for time used
- Your processes
- Workflows, rules and settings fitted to how you work.
- More configuration
- Additional setup, in the order you choose.
- More training
- Training beyond your lead users.
Custom work Quoted, fixed fee where possible
- Custom output
- Custom reports, forms and templates.
- Integrations
- Integrations and extensions.
- Migration
- Importing data from other systems.
Choose a product
Shop-TrakLabor, material and job transactions recorded at the station.What activation includes
Doc-TrakDocuments attached, filed and sent from SyteLine.What activation includes
Quality-TrakNonconformance, corrective action and engineering change, inside SyteLine.What activation includes
Machine-TrakMachines reporting run, idle and down, with the reason behind each stop.What activation includes
Fact-TrakStandard Power BI dashboards on your SyteLine data. Part of the Pro tier.What activation includes
Vantage is expected early 2027. It's included in every tier. Vantage on the web works with SyteLine 9.01 and later. The fully integrated platform, including Vantage inside your SyteLine, Doc-Trak and Shop-Trak screens, runs on current versions. Activation details follow at release.
The Lake MES Platform, from The Lake Companies, LLC, an Infor Gold Channel Partner. "Included" means it's part of your platform subscription. Capability marked expected or planned isn't released yet and may change. Questions about a product that's already running go to support@lakeco.com.