Transferring configurations

Both the source site and the destination site must have anonymous authentication enabled in IIS. You cannot transfer configurations from a newer version of Infor Operations and Regulations to an older version.

See Configuration transfer security.

Note: This topic describes the general process of transferring configuration data. For the best results, we recommend transferring configurations in a series of steps rather than including everything in a single transfer.

See Best practices

  1. Select System > Agency Personalization > Definition Manager.
  2. Select System Transfer from the Set the Mode list.
  3. Click Set Parameters.
    Note: A randomly generated session ID is shown at the top of the Set Parameters screen. This ID can be used to find files under DMT Data in the File Explorer.
  4. Specify the source and destination sites.
    For both the source and the destination you can select This Site or Another Site. If you select Another Site, you must specify the site's URL and the authentication method.

    If you select Credentials as the authentication method, you must specify a valid user name and password for the selected site. If this is the destination site, the user must have the necessary permissions in Access Control to add new records.

    If you select Authorized Applications you must specify a client ID and secret.

    See Authorized applications.

    You can also transfer configurations to or from packages.

    See Packages.

  5. Select the configurations that you want to transfer.
    Use the check boxes under Configuration Data to indicate what you want to transfer. Click Filter Configurations next to the Configurations check box to select specific configurations.

    See Configuration data.

  6. Under Transfer Options, specify this information:
    Move Latest Revision Only
    Select this check box if you only want to transfer the most recent revisions of records for which the system maintains a revision history. This applies to workflow formulas and Content Manager changes.
    Rebuild and Synchronize
    Select this check box if you want to rebuild product families and synchronize metadata on the destination site.
    Note: Rebuilding and synchronizing does not include compiling formulas on the destination site. To compile formulas on the destination site, use Rebuild All Formulas (SRAF) after the transfer.

    You must select this check box if you are transferring agency-defined code tables. To transfer agency-defined code tables, select Code Tables under Configuration Data.

  7. Click Analyze Content.
    The Definition Manager compares the two sites and displays the results in a series of tabs on the Select Configurations screen. Each tab shows a list of records that are available for transfer.

    The Select Configurations screen has these tabs:

    • Content Manager
    • Agency Defined Tables
    • Code Tables
    • Configuration
    • Employees
    • External Files
    • Filters
    • Permissions
    • Roles
    • Users
    • Workflow and Formulas
  8. On each tab, select the records that you want to transfer.
    The Conflict column on each tab indicates if the records in the two sites are in conflict, meaning the Definition Manager cannot determine if the record is new or updated. If you choose to transfer a conflicted record, it will be added to the destination site as a new record, rather than updating an existing one.
  9. Click Confirm Details.
  10. Review the details of the transfer.
    If you need to make changes you can use the links at the top of the page to return to a previous screen.
  11. Click Perform Transfer.
  12. Click Review Results.
    The Results screen lists the records that were transferred and indicates the status of each record.