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. |