Planning

Follow these steps to plan your multi-site implementation:

1. See the Infor SyteLine Multi-Site Planning Guide. When you complete the steps in that guide, you will have spreadsheets and flowcharts containing most of the information that you need to install and configure your sites. You can then update the spreadsheets to track changes as your system grows.
2. You must know which type of replication you are using before you set up your system, because some steps apply only to one type or the other:
   • Non-transactional replication, as used in this guide, refers to any inbound or outbound asynchronous replication.

     For on-premise deployments, this can include applications that integrate with SyteLine by posting data via XML (BOD) documents into the SyteLine sites, as well as SyteLine sites using XML to communicate with each other.

     SyteLine Enterprise Financials and EAM would also fall into this category for on-premises only.

     Note: For cloud depoyments, the Infor Cloud Team has already set up the non-transactional replication that is needed to communicate with other applications through Infor ION and BODs.
   • Transactional replication, as used here, generally means that sites are on the same database server and are replicating records through database triggers and stored procedures as soon as the records are added or changed on one site. The use of master sites requires much of the same setup as transactional replication.
3. We recommend that you set up a test environment and ensure that everything works properly before you set up your production environment.

   For on-premises only, see Setting up a test environment.