Features supported for configuration packages
Administrators can transfer configurations between Network MDM environments using configuration packages.
The document below lists the Network MDM features and specifies whether each can be included in an export package for transfer to a target environment. The sections are organized by menu items in the Network MDM user interface.
General guidelines
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Feature availability - Features that are included in the configuration package must already be enabled in the target environment for the import to succeed; otherwise, the import will be skipped.
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Users and credentials -Because user accounts and credentials are unique to each Network MDM instance, they cannot be included in export packages or transferred between environments.
Even when a feature is supported in configuration packages, any users or credentials must be created in the target environment.
Inbox
| Feature | Supported? | Additional Details |
|---|---|---|
| Custom views | No | |
| DCR Approval Rules | Yes | Users cannot be included, so the rules will need to be configured with the users from the target environment. |
| Task Custom Fields | No |
Reports
| Feature | Supported? | Additional Details |
|---|---|---|
| Reports | No | |
| Custom Tables | No | |
| Lookup Tables | No | |
| Saved Reports | No | |
| Data Quality Reports | No |
File Explorer
| Feature | Supported? | Additional Details |
|---|---|---|
| FTP structure | No | |
| FTP contents | No |
Audit
| Feature | Supported? | Additional Details |
|---|---|---|
| Log Data Retention Settings | No |
Users & Permissions
| Feature | Supported? | Additional Details |
|---|---|---|
| Users | No | |
| User Groups | No | |
| Data Visibility Profile | Yes | |
| Dynamic Access Control | No | |
| Field Restrictions | No | |
| Permission Sets | No | |
| Inbox Task Groups | Yes | |
| DCR Approval Rules | No |
Data Model
| Feature | Supported? | Additional Details |
|---|---|---|
| Concur Settings | Yes | Concur credentials are not exported. |
| Data domains | Yes |
Veeva standard fields.
Custom domains, objects, and fields. |
| Lookup Tables | No | Tables must be created in each separate instance. |
| Task Custom Fields | No | |
| Network Address Inheritance | Yes | |
| Reference data | Yes | Custom reference types and values. |
| Profile Layouts | Yes | Custom layouts. |
| Custom Survivorship Rules | Yes |
Record-level rules - Any custom objects and fields that are used in the rule are automatically added.
Field-level rules - Not supported for custom object fields. |
| Cluster Management | No | |
| Merge Prevention and Data Partitioning | Yes | |
| Network Hashtags | Yes | |
| Hierarchy Management | Yes | Fields in the hierarchy are automatically added to the package. |
| Key HCO Network Search Settings | Yes | Any hierarchies that you added to Key HCO Network Search are added as dependencies. |
System Interfaces
| Feature | Supported? | Additional Details |
|---|---|---|
| Systems | Yes | |
| Source Subscriptions | Yes | |
| Target Subscriptions | Yes | |
| Transformation Rules | Yes | |
| Transformation Queries | Yes | |
| Network Bridge | Yes | Credentials and schedules are not included. They must be added in the target instance. |
| Veeva Connectors | Yes | Credentials and schedules are not included; they must be defined on the target instance. |
| US Compliance Target Subscription | Yes | |
| Veeva OpenData Subscriptions | Yes |
Including OpenData country groups.
Working sets are not included in the OpenData configurations. The files must be uploaded in File Explorer in the target environment. |
| Data Maintenance Subscriptions | Yes | |
| Ad Hoc Match Configuration | Yes | |
| Match Default Configuration | Yes | |
| Add Request Match Configuration | No | |
| Match Rule Collections | Yes | |
| Reference Aliases | Yes | |
| Source Rankings | Yes | |
| Resolution Notes | Yes | |
| Profile Validation Rules | Yes | |
| Job Triggers | No | Job triggers must be manually created on supported subscriptions in the target environment. |
Widgets & Portal
| Feature | Supported? | Additional Details |
|---|---|---|
| Network Widgets | No | |
| Network Portal | No | |
| Data Components | No |
Settings
| Feature | Supported? | Additional Details |
|---|---|---|
| General Settings | Yes |
Only the following settings can be imported:
- Default country - Search Query Mode - Session Duration |
| Security Settings | Yes | |
| IP Access Control | No | |
| Workflow Settings | Yes | |
| Custom Object Workflow Settings | Yes | |
| SSO Settings | No | |
| Branding Settings | No | |
| External Credentials | No | |
| Opt Out Matching Settings | Yes |