Target tenant resources

You 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 Editable Package
Document Type Content Document Types are used to define document settings including attributes, ACLs, and related documents.

Content is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

Business Context Model Content BCMs are used to create a rule to link documents in IDM to a screen in ERP systems.

Content is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

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 is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

Retention Policy Content With the retention policies configuration, you can automatically archive, delete, or purge documents from the system.

Content is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

Output Template Content Output Templates are those documents marked specifically as templates.

Content is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

Email Templates Content Email Templates are those documents specifically configured as email templates within the email configuration page of the Control Center.

Content is fully editable, including structural changes, not just tenant specific configuration.

System delivered content is retained in a protected form to represent the versions delivered by Infor and to support future upgrades.

ION Configuration Configuration The ION Configuration section is where the communication between Document Management and ION is configured. Configurations are fully editable.
MIME Type Configuration MIME types define the file types that Document Management supports. Configurations are fully editable.
Language Configuration Defines additional languages that you can use in Document Management to provide translations of the data model. Configurations are fully editable.