Exporting base configuration

• Save on Client

  Select to save the files on the client's machine. The system automatically populates Path on the server where the file will be initially saved.

  Note: The export process may take a while to successfully process and the system could timeout during the process. If this happens, click the Status tab to check the results of the import.

• Save on Server

  Select to save the files on the server.

  Email Address

  Enter the email address to which to have email notifications sent when the configuration process is complete.

  Include file in Email

  Select to receive a second email with the file attached. The system automatically populates Path on the server where the file will be initially saved.

  Note: Click Select All to select all of the export options.

User Groups and Permissions

Select to export user groups and their permissions, including hyperlinks, screen designer changes, and menus.

Export Single User Group

Enter a single user group to export. Only permissions for this user group will be included in the export file.

Status Authorizations

Select to export status authorizations.

Users

Select to export users and their related organizations, including personal Dataspies and report filters.

Organizations

Select to export organizations.

Multi-org Security

Select to export multi-org security.

Install Parameters

Select to export install parameters.

Closing Codes

Select to export closing codes.

Trades

Select to export trades.

Audit Setup

Select to export audit setup.

Screens and Reports

Select to export screens and reports, including changes made to existing screens and any new screens. New reports are not included.

Departments

Select to export departments.

Locales

Select to export locales.

Category

Select to export categories.

Reliability Ranking

Select to export reliability ranking values.

Custom Fields

Select to export custom fields, including classes.

Flex SQL

Select to export Flex SQL.

Updated Text

Select to export updated text.

System Codes

Select to export system codes.

Mobile

Select to export Infor EAM Mobile configuration settings.

Include Translations

Select to include translations in the export.

Messenger Setup

Select to export messenger setup.

KPIs and Inboxes

Select to export KPIs and Inboxes.

Account Detail Setup

Select to export account detail setup.

eRecord Setup

Select to export eRecord Setup.

Web Service Prompts

Select to export web service prompts.

Call Center Setup

Select to export call center setup.

Data Collection Setup

Select to export data collection setup.

eRecord Setup

Select to export eRecord Setup.

Email Setup

Select to export email setup.

Alerts Setup

Select to export alerts setup.