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(ER) Import configurations from RCS

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Important

Regulatory Configuration Service (RCS) will be deprecated. All new RCS provisioning is stopped as of 10.0.39 GA. If provisioning is required, please register a support ticket. We will be providing tools and required support for migration from RCS to the Globalization Studio workspace. We plan to fully shut down RCS by August 1, 2024. For more information about migration to Globalization Studio workspace, see Regulatory Configuration Service merge to the Globalization Studio workspace

The following steps explain how a user in the System Administrator or Electronic Reporting Developer role can import a new version of an Electronic reporting (ER) configuration from Microsoft Regulatory Configuration Services (RCS). In this example, you will select the version of the ER configuration that has been configured in an RCS instance and import it into the current instance for sample company, Litware, Inc. These steps can be performed in any company because ER configurations are shared among companies. To complete these steps, you must first complete the steps in the article, Create configuration providers and mark them as active. To complete these steps, you must also have access to an RCS instance containing at least one ER configuration in either Completed or Shared status.

  1. Go to Organization administration > Workspaces > Electronic reporting.
  2. Make sure that the configuration provider for the sample company, Litware, Inc., is available and marked as Active. If you don't see this configuration provider, complete the steps in the article, Create configuration providers and mark them as active.
  3. If you have no RCS environment provisioned to your company, select Regulatory services – Configuration external link and follow the instructions to provision an RCS environment.
  4. Select Electronic reporting parameters.
  5. Select the RCS tab.
  6. If RCS environment has been already provisioned to your company, use presented on the page URLs to access it.
  7. Close the page.

Register a new ER repository.

  1. In the list, mark the selected row.
  2. Select Litware, Inc. provider.
  3. Select Repositories.
  4. Select Add to open the drop dialog.
  5. In the Configuration repository type field, enter 'RCS'.
  6. Select Create repository.
  7. In the RCS environment display name field, enter or select a value.
  8. Select the desired RCS instance. You can have several of them.
  9. Select OK.

Import ER configurations from RCS-based repository

  1. Select Show filters.
  2. Enter a filter value of "RCS" on the Name field using the begins with filter operator.
  3. When you open the selected repository, on the Connect to Regulatory Configuration Services page, select Select here to connect to Regulatory Configuration Services link.
  4. Select Open.
  5. Select Close.
  6. Select the desired version of ER configuration and select Import to bring it in the current instance.