Refreshing tenants

Each multi-tenant customer has one main production tenant and one or more additional tenants that can be used for development, testing, or training.

To use these additional tenants, you will usually start by cloning the production tenant to establish a baseline. For example, to configure a new application type for building permits, you would first clone the PROD (production) tenant to DEV (development). You would then configure and test the new application type in DEV, and transfer it back to PROD when it's ready.

In the Infor CloudSuite the process of cloning a site is known as snapshot and refresh. First a snapshot of the source tenant is taken, and then the target tenant is refreshed based on that snapshot. To refresh a tenant, submit a request to the Infor Cloud team, specifying the source tenant and the target tenant that you want to use.

The refreshed target tenant begins as a clone of the source tenant, but you might want to make some changes. For example, you might want to disable workflow formulas so a training tenant isn't sending notifications to customers.

You can use the CloudOptions configuration to disable messaging and workflows when the target tenant is refreshed. Set the Disable Messaging (ION) attribute to True to disable messaging, and set the Disable Workflow attribute to True to disable all formulas.

See CloudOptions configuration.

To enable snapshot and refresh you must also create a workflow formula in Infor Public Sector. In the Workflow Manager, write a formula for the AfterSnapshotRefresh event of the MetaData.DatabaseProcessing object.

You must have at least one active formula for the AfterSnapshotRefresh event, but the formula only has to exist for snapshot and refresh to work, so it can be an arbitrary formula that doesn’t do anything. You can also use the formula for more complex processing if necessary. For example, the Disable Workflow attribute in the CloudOptions configuration will disable all workflow formulas, but you can use a formula if you only want to disable some of them.

Snapshot and refresh should only be used to clone a production tenant to a non-production tenant, not to refresh the production tenant. In the example of configuring a new application type in a DEV tenant, you would use the Configuration Transfer tool to transfer the application type to PROD.