2.12 Summary of Actions / Files to be Uploaded

Install modules: msf_profile THEN sync_so | sync_client_web | update_client
Import cost centers – analytic.account_to update.csv
Create proprietary instances
Reconfigure
Configure Cost Centres in Coordination Proprietary Instances and in Project Proprietary Instances
Import analytic journals – analytic.journal.csv
Import chart of accounts – account_to update.csv
Import GL journals – journal.csv
Import Product Nomenclature – nomenclature.csv
Import product categories – categories.csv
Import products – productn.csv
Import Destination / GL link – destination.GL.link.csv
Import user rights – User Rights Menus Groups.xml
Import record rules – Consolidated Record Rules XXX.csv
Import access controls list – Consolidated ACL.csv
Import field access rules – Consolidated Field Access Rules.csv and Consolidated Field Access Rule Lines.csv
Import button access rules – Finance.csv | IT.csv | Supply.csv
Connect and register to synchronization server
Validate instance at synchronization server level
Configure automatic backups
Perform initial synchronization

Install modules: msf_profile THEN sync_remote_warehouse_server | sync_so | update_server
Import Group Types – grouptype.csv
Create Groups

◀2.11 Project Instances

3 User Management▶