Best practices

We recommend following these best practices for a successful transfer in the Definition Manager.

Rather than including all configuration data in a single transfer, we recommend dividing the process into multiple steps. Each step transfers a portion of the configuration data. With this approach you can complete the overall process more efficiently and reduce the number of errors.

This topic presents an example of an agency that is using the CDR Business License, Code Enforcement, Planning, and Use modules. The agency will configure their site in a development environment, then transfer the configurations to the production environment.

Note: This topic refers to the check boxes under Configuration Data on the Set Parameters screen of the Definition Manager.

See Configuration data.

Step 1

For the first transfer, select these check boxes under Configuration Data:

  • Agency Defined Tables
  • Roles
  • Workflows and Formulas

After you have completed the initial transfer, use the Schema Manager to synchronize your data in the destination site. This will ensure that the agency tables are successfully added to the database.

See Synchronizing a product family

Step 2

For the second transfer, select these check boxes under Configuration Data:

  • Configurations

    After selecting the check box, click Filter and select these configurations:

    • CDR Billing
    • CDR Business License
    • CDR Code Enforcement
    • CDR Planning
    • CDR Use
    • CDR
  • Content Manager
  • Permissions

The Content Manager and Permissions check boxes must be selected each time you specify configurations to transfer.

Step 3

For the third transfer, select these check boxes under Configuration Data:

  • Configurations

    After selecting the check box, click Filter and select these configurations:

    • Resources
    • Agency Variables
    • Core Reporting Reports
    • Core
    • CRM
  • Content Manager
  • Permissions

After step 3 is completed, rebuild all formulas in the destination site. This ensures that the necessary DLLs are generated.

See Rebuilding formulas.

Step 4

For the last transfer, select these check boxes under Configuration Data:

  • Configurations

    After selecting the check box, click Filter and select these configurations:

    • CDR Business License Filter Codes
    • CDR Case Filter Codes
    • CDR Planning Filter Codes
    • CDR Use Filter Codes
    • Core Filter Codes
  • Permissions