Multi-site checklist

Follow this checklist when implementing a new multi-site system. Each step has a corresponding chapter that describes the step in detail.

Step Description Where
Plan:
  • See the Multi-Site Planning Guide and create spreadsheets and flowcharts.
  • On-premises, decide whether transactional or non-transactional replication will be used.
 N/A
Set up the sites for a cloud deployment:
  • Add sites to your existing database.

initial site
Set up sites for on-premises:
  • Install Infor SyteLine, creating one site in a database.
  • Depending on how you plan to set up your system, either create additional application databases for sites, or add sites to your existing database.
  • If you are using sites in different databases, link the databases.

server
On-premises, set up configurations and services
  • Create configurations for other sites.
  • Add web servers used by the configurations.
  • Define configuration groups.
  • Update Service Configuration Manager utility settings to handle these tasks:
    • Set up monitoring of configurations for events
    • Set up monitoring of configurations by TaskMan
    • Set up a replication configuration (non-transactional only)
  • Restart the services, if necessary.
  • Use one console to administer all sites.
 server
On-premises, set up end user clients. server or client computer
Specify the domestic currency for the site on the Multi-Currency Parameters form. You can specify the account information later. Sites

(including entities)
Set up transactional replication:
  • On-premises: set up replication links on the Intranets form and Sites/Entities form.
  • On-premises: update views and triggers if linked sites are in different databases.
  • Set up replication categories and rules on the Replication Categories form and Replication Rules form, and regenerate triggers on the Replication Management form.
  • On-premises: populate parameter _all records at other sites.
 Sites

(including entities)
Set up a master site:
  • Set up transactional replication (above).
  • Set up the master site using the Intranets form and Sites or Sites/Entities form.
  • On-premises: set up shared _all tables on the Intranet Shared Tables form.
 Sites (including entities)

(including entities)

On-premises: set up non-transactional replication:
  • Create replication user with the Users form and the User Modules form (requires license).
  • Set up system types on the System Types form.
  • Set up replication links on the Intranets form and the Sites or Sites/Entities form.
  • Update views and triggers if linked sites are in different databases.
  • Set up replication categories and rules using the Replication Categories form, the Replication Rules form, and the Replication Management form.
  • Populate parameter _all records at other sites.
 Sites

(including entities)
Set up licensing:
  • On-premises: If you use intranet licensing, turn it on at the master site and any participating sites, using the Sites or Sites/Entities form.
  • On-premises: Set up license modules for a database on the License Management form.
  • Cloud deployment: Verify license modules for a database on the License Management form.
  • Enable modules for a site on the Optional Modules form.
 Sites

(including entities)
Set up the financial reporting hierarchy on the Change Reports To Entity form. Sites and Lower-level Entities
Set up accounts on these forms:
  • Multi-FSB form (optional)
  • Chart of Accounts form: Add all accounts; add CTA account
  • Multi-Site Chart Copy form: Copy Chart of Accounts to mid-level entities
  • Unit Code 1-4 forms
  • Copy Unit Codes to Accounts form
  • Accounting Periods form

Set up financial statements using an external solution like the Excel add-in.

 Top-level Entity
Set up accounts on these forms:
  • Multi-FSB (optional)
  • Chart of Accounts form: Specify Reports To account information
  • Unit Code 1-4 forms
  • Copy Unit Codes to Accounts form
  • Accounting Periods form
  • Verify Accounts To Report form

Set up financial statements using an external solution like the Excel add-in (only if mid-level entities will run the statements).

 Mid-level Entities
Set up accounts on these forms:
  • Multi-FSB (optional) form
  • Chart of Accounts form: Delete accounts that do not apply
  • Unit Code 1-4 forms
  • Copy Unit Codes to Accounts form
  • Accounting Periods form - just specify current period

Set up financial statements using an external solution like the Excel add-in (only if sites will run the statements).

 Sites
Set up parameters and codes needed for later steps:
  • Set up site groups on the Site Groups form.
  • Set up countries and states on the Countries and Prov/States forms.
  • Set up additional currencies and currency accounts on the Multi-Currency Parameters, Currency Codes, and Currency Rates forms.
  • Set up parameters on the General Parameters form.
 Sites and entities (some information will replicate)
Set up bank codes on the Bank Reconciliations form. Sites
Set up system parameters on these forms:
  • Inter-Site Parameters form
  • Accounts Receivable Parameters form
  • Accounts Payable Parameters form
  • Order Entry Parameters form
  • Purchasing Parameters form
  • Transfer Order Parameters form
  • Planning Parameters form
  • Inventory Parameters form
  • Other parameter forms as needed
 Sites
Set up users and authorizations:
  • Set up sharing of user tables at the master site on the Intranet Shared User Tables form (optional).
  • On-premises: Set up other users on the Users form, Object Authorizations for Users form, and User Modules form.

    If you use intranet licensing, run User Modules only at the master site.

  • Cloud: Set up other users on the Users form and Object Authorizations for Users form.
  • Set up any external customers or suppliers who will log in remotely via the internet as users on particular sites.
 Sites

(including entities)
Set up supporting data.

See the list of forms in Setting up supporting data. The forms you use depend on your company’s requirements.

 Sites
Set up operational data:
  • Add common customers on the Customers for Multi-Site Customers form.
  • Add common vendors on the Vendors or Multi-Site Vendors form.
  • Add common items on the Items, Multi-Site Items, or Global Items form.
  • Set up employees on the Employees form.
  • Set up other operational data. See the list of forms in Setting up operational data. The forms you use depend on your company’s requirements.
 Sites
Set up add-on products and modules. Depends on the product