Target tenant resources

Users must have the IDM-Administrator role to use and edit resources in the target tenant.

This table describes the resources that can be included in the global packages.

Resource Category Description Restrictions
Document Type Content Document Types are used to define document settings including attributes, ACLs, and related documents. Content of the target tenant will be in read-only mode.
Business Context Model Content BCMs are used to create a rule to link documents in IDM to a screen in ERP systems. Content of the target tenant will be in read-only mode.
Value set Content Value sets are a group of valid values that you assign to control the values that are stored for the attribute. Content of the target tenant will be in read-only mode.
Retention Policy Content With the retention policies configuration, you can automatically archive, delete, or purge documents from the system. Content of the target tenant will be in read-only mode.
Output Template Content Output Templates are those documents marked specifically as templates. Content of the target tenant will be in read-only mode.
Email Templates Content Email Templates are those documents specifically configured as email templates within the email configuration page of the Control Center. Content of the target tenant will be in read-only mode.
Result List Configuration Result Lists specify which columns to display in various search result lists. No restrictions.
ION Configuration Configuration The ION Configuration section is where the communication between Document Management and ION is configured. No restrictions.