Parent-to-Child company refresh

Companies that have established a Parent-Child relationship, can perform a refresh from the Parent company to the Child company. A child company can use the tenant of its parent company as the source tenant when you perform a refresh.

To enable the parent-to-child refresh feature, open Infor Concierge and create a support incident. This should only be done after a parent-child relationship is established for your companies.

  1. Select Multi-Tenant > Environments.
  2. Select the target environment.
  3. Click Refresh Environment
  4. In the Refresh Environment dialog box, specify this information:
    Source Environment
    Select an environment from the Parent company list.
    Full Refresh
    Select this check box. When selected, the selected environment undergoes a full refresh, meaning that the entire database of the target environment is refreshed. When deselected, you can choose to perform a partial refresh for the selected environment.
    Parameters
    Some environments display parameters. Do not change any of these values unless directed to do so by your application's user guide. Fields marked with an asterisk are required and must be filled before you submit the data refresh request.
  5. Click Next.
  6. Specify this information:
    Run Date
    Select the refresh date.
    Run Window
    Select a predefined run window from the list. The run window indicates a period of time during which the refresh can run. The refresh is started during the run window and continues running until it is finished. To prevent the server overload, there is a limit of refreshes that are allowed in a time window. If the limit is reached, the time window is not available for scheduling on the specific date. See the Window Details section in the dialog box for the specific times that are associated with the selected run window.
  7. Click Submit.

    The parent company’s environment data is refreshed to the selected environment.

    If any required field is left blank, an error message is displayed. Specify the missing information and click Submit.