Setting up replication categories and rules for transactional replication

  1. Familiarize yourself with the default categories listed in the Replication Categories form. Be aware of what categories are available and what each one handles.

    See the Multi-Site Planning Guide for additional information about the categories.

    Use the default categories "as is" for now. You may want to add new categories later when your system is up and running.

    Adding new categories and rules requires significant knowledge of the database and business rules. When multiple tables are related, the order of replication can be critical. Improperly creating and executing replication categories and rules can result in catastrophic loss of data. Ensure that all such development and testing is performed in a controlled pilot environment prior to implementation. We strongly suggest that you contact Infor Consulting Services for assistance.

  2. In the Replication Rules form, set up rules for the Site Admin category from this site to all other sites where replication will take place.


    • In the Interval Type field, select Transactional.
    • You should have created a ReplicationRules spreadsheet as part of your planning phase. You can save time by importing the appropriate rules for each site from the spreadsheet into the grid on the form at that site.

      See Data load to and from spreadsheets for more information.

    • If a rule refers to a site that is not set up with matching information in the Sites or Sites/Entities form, a validation error is displayed when you try to save the rule.

    • (on-premises only) Even if a category contains _all tables that you plan to share, you generally should still include replication rules for the category.

      The shared _all tables in the category will not be replicated; however, many categories contain additional base tables or stored procedures that are needed to perform certain functions.

      (on-premises only) See the example in Setting up replication to sites in other intranets.

  3. Go to the Replication Management form and click Regenerate Replication Triggers.
Note: (on-premises only) Finish this step for all sites before continuing with the next step.

If you have multiple sites or entities per database, you can set up rules for each site and entity and then regenerate triggers for all sites and entities in the database from one site.