Assign resources to tags

You can associate application-specific configuration, content, extension, and security to a tag. You then create a local package by selecting one or more tags.

When a tag is created in the Self-Service Portal, the tag name is sent to Infor LN and a configuration export is created. The name of the configuration export in LN is the same as the tag name specified in the Self-Service Portal. The configuration export is displayed in the Configuration Exports (ttdcm0560m000) session.

After the tag/configuration export is created, configuration data companies and configuration object sets can be linked to it.

By default, the All Configuration Data Companies check box is selected for the configuration export in the Configuration Exports (ttdcm0560m000) session. If you want to link only specific configuration data companies to the configuration data export, you must clear this check box.

Configuration object sets must be linked to the configuration export before configuration data can be exported.

The export order of the configuration object sets within the configuration export is very important because it ensures the referential integrity of data. Therefore, it is recommended to duplicate configuration object sets from the standard configuration export definition. To duplicate configuration object sets, use the Copy records from one view to another button in the Configuration Object Sets by Configuration Export (ttdcm0561m000) session.

Instead of all instances, individual instances of configuration objects can be selected within a configuration export definition. To select individual instances of a configuration object:

  1. In the Configuration Exports (ttdcm0560m000) session, select a configuration export and click the Overview button. A tree overview of the configuration export is shown.
  2. Search for the configuration object in the tree and open the node that shows the specified configuration data companies.
  3. Right-click on a company and click Select Instance(s). A selection session is started for the configuration object.
  4. Select one or more records and exit the session. The selected records are now shown as instance nodes in the tree.

There is no option to exclude all instances, but instead entire configuration objects can be excluded from the configuration export definition. To exclude configuration objects from the export:

  1. In the Configuration Exports (ttdcm0560m000) session, select a configuration export and click the Overview button. A tree overview of the configuration export is shown.
  2. Find the desired configuration object(s) in the tree.
  3. Exclude the configuration object(s) in one of these ways:
    • Exclude a selected configuration object by right-clicking on it and selecting Exclude Configuration Object. The icon next to the selected object changes from a check mark to a cross to indicate that it is excluded.
    • Exclude all objects except the one you selected by right-clicking the selected configuration object and selecting Exclude Other Configuration Objects.
Note: 
  • You can include an excluded configuration object by right-clicking on it and selecting Include Configuration Object.
  • You can re-include all objects by right-clicking the configuration object set node and selecting Include All Configuration Objects.

Similar functionality is available at the data company level. Right-clicking a data company node displays the options Exclude Company, Include Company and Exclude Other Companies. To re-include all companies, you can perform an exclude-include cycle for the configuration object. Consequently, the companies are reset.