Upload a configuration into Lifecycle Services

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This article explains how a user in the System administrator or Electronic reporting developer role can create a new Electronic reporting (ER) configuration and upload it into the project-level Asset library in Microsoft Dynamics Lifecycle Services.

Important

The use of Lifecycle Services as a storage repository for ER configurations is being deprecated. For more information, see Regulatory Configuration Service (RCS) – Lifecycle Services storage deprecation.

In this example, you create a configuration and upload it into Lifecycle Services for a sample company named Litware, Inc. You can complete these steps in any company, because ER configurations are shared among companies. To complete these steps, you must first complete the steps in Create configuration providers and mark them as active. You also need access to Lifecycle Services.

Sign in to the application by using one of the following roles:
- Electronic reporting developer
- System administrator
Go to Organization administration > Workspaces > Electronic reporting.
Select Litware, Inc., and mark it as Active.
Select Configurations.

Note

Make sure that the current Dynamics 365 Finance user is a member of the Lifecycle Services project that contains the Asset library that is used to import ER configurations.

You can't access an Lifecycle Services project from an ER repository that represents a different domain than the domain that is used in Finance. If you try, an empty list of Lifecycle Services projects is shown, and you can't import ER configurations from the project-level Asset library in Lifecycle Services. To access project-level Asset libraries from an ER repository that is used to import ER configurations, sign in to Finance by using the credentials of a user who belongs to the tenant (domain) that the current Finance instance is provisioned for.

Create a new data model configuration

Go to Organization administration > Electronic reporting > Configurations.
On Configurations, select Create configuration to open the drop-down dialog box.

In this example, you create a configuration that contains a sample data model for electronic documents. You upload this data model configuration into Lifecycle Services later.
In the Name field, enter Sample model configuration.
In the Description field, enter Sample model configuration.
Select Create configuration.
Select Model designer.
Select New.
In the Name field, enter Entry point.
Select Add.
Select Save.
Close the page.
Select Change status.
Select Complete.
Select OK.
Close the page.

Register a new repository

Go to Organization administration > Workspaces > Electronic reporting.
In the Configuration providers section, select the Litware, Inc. tile.
On the Litware, Inc. tile, select Repositories.

You can now open the list of repositories for the Litware, Inc. configuration provider.
Select Add to open the drop-down dialog box.

You can now add a new repository.
In the Configuration repository enter field, select LCS.
Select Create repository.
In the Project field, enter or select a value.

For this example, select the desired Lifecycle Services project. You must have access to the project.
Select OK.

Complete a new repository entry.
In the list, mark the selected row.

For this example, select the LCS repository record.

Note that the current provider marks a registered repository. In other words, only configurations that the provider owns can go in this repository and be uploaded into the selected Lifecycle Services project.
Select Open.

You open the repository to view the list of ER configurations. If the selected project isn't yet used for ER configurations sharing, the list is empty.
Close the page.
Close the page.