Resources

Users must have the System > Definition Manager permission in Access Control to assign resources to tags.

This table describes the resources that can be imported into the target tenant.

Resource Category Description
Roles Access Control Transfers access roles and the permissions assigned to those roles.
Code Tables Content Transfers code tables, including both standard and agency-defined code tables.
Content Manager Configuration Transfers changes to application pages that you have made in the Content Manager.
Employees Content Transfers employee records and associated data such as qualifications and job classifications.
External Files Content Transfers external files such as ASCX files for agency detail pages and DLLs for agency business objects.
Filters Configuration Transfers data filters that have been defined in the Schema Manager.
Permissions Access Control Transfers access groups and permissions. This applies to permissions that are added automatically for agency configurations such as building application types, as well as agency-defined permissions that have been added manually.
Users Access Control Transfers Infor Public Sector users.
Workflow and Formulas Configuration Transfers formulas that you have defined in the Workflow Manager and in formula fields throughout Infor Public Sector.
Agency Defined Tables Configuration Transfers agency tables and enumerations that have been defined in the Schema Manager.
Resources Content Transfers accounting periods, budget segment definitions, and budget numbers.
Agency Variables Content Transfers variables that you have defined in the Custom Variable Manager.
Asset Management Asset Analysis Configuration Transfers predictive curves and decision models for asset needs analysis.
Asset Management Building Configuration Transfers building inspection types and associated data such as indexes, observations, and detail pages.
Asset Management Fleet Configuration Transfers inspection types for all Fleet asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Generic Asset Configuration Transfers agency-defined asset types.
Asset Management Generic Asset Inspection Type Configuration Transfers inspection types for agency-defined asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Industrial Waste Configuration Transfers inspection types for all Industrial Waste asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Linear Asset Configuration Transfers agency-defined linear asset types and linear asset distance marker types.
Asset Management Park Configuration Transfers park inspection types, including associated data such as indexes, observations, and detail pages.
Asset Management Railway Configuration Transfers inspection types for all Railway asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Reservoir Configuration Transfers inspection types for all Reservoir asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Roadway Configuration Transfers roadway types and associated data such as element, lane, and marker types. Also transfers roadway inspection types and distance marker types.
Asset Management Sewer Configuration Transfers inspection types for all Sewer asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Solid Waste Configuration Transfers solid waste container inspection types, including associated data such as indexes, observations, and detail pages.
Asset Management Storm Configuration Transfers inspection types for all Storm asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Street Configuration Transfers inspection types for all Street asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Usage Area Configuration Transfers inspection types for usage areas and complexes, including associated data such as indexes, observations, and detail pages.
Asset Management Water Configuration Transfers inspection types for all Water asset types, including associated data such as indexes, observations, and detail pages.
Asset Management Configuration Transfers asset detail pages.
Billing Bill Type Configuration Transfers bill types and the associated line items and delinquency setups.
Billing Collections Configuration Transfers collections setups and collections export setups.
Billing Delinquency Configuration Transfers delinquency setups.
Billing General Setup Configuration Transfers all billing setup records other than bill types, collections, delinquency, and service definitions.
Billing Services Configuration Transfers service definitions and winter average setups.
Cashiering Configuration Transfers setup records for the Cashiering module, such as merchant accounts, register groups, and cash registers.
CDR Billing Configuration Transfers bill types for CDR Billing.
CDR Building Configuration Transfers building application types and associated data such as milestones, review types, inspection types, and detail pages.
CDR Building Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Building Permits (BPFC).
CDR Business License Configuration Transfers license types and associated data such as milestones, review types, inspection types, endorsement types, and detail pages.
CDR Business License Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Business License (LFC).
CDR Code Enforcement Configuration Transfers case types and associated data such as milestones, review types, hearing types, and detail pages.
CDR Case Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Code Enforcement (CFC).
CDR Planning Configuration Transfers planning application types and associated data such as milestones, review types, inspection types, and detail pages.
CDR Planning Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Planning (PLFC).
CDR Project Configuration Transfers project application types and associated data such as milestones, review types, inspection types, and detail pages.
CDR Project Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Project (PFC).
CDR Trade License Configuration Transfers trade license types and associated data such as milestones, review types, condition types, and detail pages.
CDR Trade License Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Trade License (TFC).
CDR Use Configuration Transfers use application types and associated data such as milestones, review types, inspection types, and detail pages.
CDR Use Filter Codes Content Transfers filter codes that you have defined in the Filter Code Setup page for Use Permits (UFC).
CDR Configuration Transfers valuation setups, system setups, and fee types for all CDR modules. If you aren't using CDR Billing, this will also transfer CDR journal setups.
Core Keyword Content Transfers keywords and rules that you have defined in the Keyword Manager.
Core Filter Code Content Transfers core filter codes that you have defined in the Filter Code Setup page (SFCS).
Core Reporting Reports Content Transfers ad hoc reports.
Core Configuration Transfers correspondence process setups, user exceptions, and IPS providers that you have defined in EDM Setup.
CRM Configuration Transfers service request types and associated data such as impacts, severities, and detail pages.
Incident Configuration Transfers incident types.
Meter Management Water Configuration Transfers meter route setups, reading review setups, and meter service statuses.
Work Management Configuration Transfers activity workflows and associated data such as milestones and tasks. Also transfers standard work orders and global work order detail pages.