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Copy Configuration

Overview
1. Topics

Overview

Aria's Copy Configuration functionality allows you to export the configuration data of an Aria6 instance. You can then import the configuration file created by the export process to populate another Aria instance with the same or similar configuration data. One application of Copy Configuration is exporting configuration data from a testing environment and then importing the data into a live production environment.

Note: Not all objects and elements of the system are exported. Refer to the Copy Configuration Best Practices section for a list of system characteristics that are not exported.

Copy Configuration exports the following system objects and elements:

Product Catalog

Plans
Plan Groups
Plan Exclusions
Non-subscription Offerings
Usage Types
Services (including mapping to tax groups and GL Codes)
Coupons
Credit Templates
Discount Rules
Discount Bundles
Promotions
Promotional Plan Sets

Client Configurations

Billing
- Countries
- Currencies
- Chart of Accounts
- Batch Processes
- Invoice Settings
- Taxation Settings
Payments
- Payment Methods
- Dunning Processes
- Payment Settings
Notifications
- Events
- Email Templates
- Notification Settings
- Notification Template Groups
- Provisioning Settings
- Email Template Fields

Integrations
- Tax Service Groups
Security
- Roles
- Account Access
GL Code Mappings
- Services
- Transaction Types
- Credit Cards
- Payment Methods
Client Settings
- Company Profile
- Account Fields
- Product Fields
- Functional Account Groups
- Miscellaneous Settings
- Account Creation
- USS Reg Configuration
Other client configurations not displayed on the UI:
- Statement templates
- Custom report definitions
- Custom reason codes for credits, refunds and write-offs
- Plan_pay_notify_email mapping for plans so that CSRs
  have the correct options in account overview when
  updating pay method or notify method
- Credit limits
- Refund limits
- Service groups
- Special batch process schedules and dependencies
- Custom user roles
- Client default table