Resulting tools

After you complete the planning tasks, you should have these tools:

• A flowchart showing all of the sites and entities in your logical/financial hierarchy, and the shared data relationships between them
• On premises: A SiteEntity spreadsheet that lists, for each site, most of the information required for installation, such as site name, type, database names, site group, intranet name, and so on
• Cloud environment: A SiteEntity spreadsheet that lists, for each site, information such as site name, type, site group, intranet name, and so on.
• A ReplicationRules spreadsheet that lists each of the rules that is required to replicate data between the sites
• On-premises: An Events spreadsheet listing the configurations to be monitored by the Application Event System
• A Licensing spreadsheet that lists each license module (along with the number of users) needed for each site
• On-premises: A Configurations spreadsheet, if you have multiple configurations per application database, that lists the configuration names, groups, and the related databases
• A list of your planned currency codes

• Lists of your planned site groups and master site tables

On-premises environment, use these tools, along with the Infor SyteLine Multi-Site Implementation Guide and the Infor SyteLine Installation Guide, to install and set up your system. Keep the information in the spreadsheets up to date, to use for reference as your system changes.

In a cloud environment, use these tools, along with the Infor SyteLine Multi-Site Implementation Guide, to set up your system. Keep the information in the spreadsheets up to date, to use for reference as your system changes.

Samples of these tools are available in a ZIP file in the Documentation area on the Infor Support Portal site.