Mr20 enus 16-Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP
- 1. Chapter 16: Data Migration 16-1 CHAPTER 16: DATA MIGRATION Objectives The objectives are: • Review important considerations when converting Microsoft® FRx 6.7 data to Management Reporter • Explore the migration steps Introduction Management Reporter provides the necessary migration tools to help Microsoft FRx 6.7 users convert their reports and related building blocks. A three-step process is required for the migration: 1. Identify the Microsoft FRx 6.7 system file. 2. Configure the Management Reporter Migration Wizard. 3. Validate the migrated data, correct errors as needed, and rebuild report definitions and building blocks that may not migrate. This training explores each step in detail. NOTE: The steps in this course are for demonstration only and are not to be completed by students. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 2. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-2 Overview When users are migrating data from Microsoft FRx 6.7 to Management Reporter, they need to make several considerations: • Migration tools must be run by a user who has the administrator role in Management Reporter and dbo access to the SQL Server database. • Removing unused and unneeded reports and building blocks in Microsoft FRx 6.7 is recommended prior to migrating data. • The migration deletes all current data and therefore must be run as the first step when users are configuring Management Reporter. NOTE: If reports or building blocks are defined in Management Reporter, perform an export to preserve the data. After migration, the data is imported into the desired building block group. Refer to "Export and Import Building Blocks" topic in the "Review Plus" chapter of this training for detailed information on the export and import process. • Migrations are supported from any service pack of Microsoft FRx 6.7. • When the FRxSys32.mdb file (the source of the migration) is located on a network share, the file must contain UNC paths, not local paths. Terminology The following table lists terminology in Microsoft FRx 6.7 and compares it to terminology in Management Reporter. Microsoft FRx 6.7 Management Reporter Company Company Specification set Building block group Functional currency Regional options Catalog of Reports Report Definitions Row Format Row Definition Column Layout Column Definition Reporting Tree Reporting Tree Definition NOTE: Because of program improvements, some building blocks may have to be updated in Management Reporter before they will pass validation. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 3. Chapter 16: Data Migration 16-3 Migrated Data The following Microsoft FRx 6.7 data is converted in the migration process: • Company Information: o Company code o Company name o Specification set o Regional options o Period descriptions • Specification Sets: o Row Formats o Column Layouts o Reporting Trees • Account Sets • Font styles NOTE: Account Set names are migrated, but the data in the Account Set is not. Non-Migrated Data The following list details information that is not converted in the migration process: • Company configuration information • Reports generated to the FRx DrillDown Viewer (.frd files) • Security configuration, including user names and passwords • E-mail addresses entered in reporting catalogs • Data related to Microsoft FRx 6.7 that is not available in Management Reporter NOTE: An example of report design elements that are not available in Management Reporter include Row Formats that link to row codes in other Row Formats. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 4. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-4 Migration Steps The FRxSys32.mdb file is the source of the migration to Management Reporter. This Microsoft® Office Access file was installed to the SysData directory during the installation of Microsoft FRx 6.7 and tells the Migration Wizard where to find the related *.f32 and *.g32 files. NOTE: The followings steps are for demonstration only and are not performed by students. The migration process starts from the Management Reporter Migration Wizard. This wizard is opened by clicking the Windows Start menu, pointing to All Programs, then Microsoft Dynamics ERP, then the Management Reporter folder, then Migration Wizard. The Management Reporter Migration Wizard contains 11 steps, each of which is discussed in this lesson. Getting Started The Getting Started window in the Management Reporter Migration Wizard has the following options: • Migrate and convert FRx 6.7 data, then validate building blocks • Only migrate and convert FRx 6.7 data • Only validate building blocks Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 5. Chapter 16: Data Migration 16-5 Select Migrate and convert FRx 6.7 data, then validate building blocks, and then click Next. FIGURE 16.1 MANAGEMENT REPORTER MIGRATION WIZARD - GETTING STARTED Specify Connection The Specify Connection window in the Management Reporter Migration Wizard requires the name of the server where Management Reporter is installed and the database. Type in the server name, select the Management Reporter database, and then click Next. Select FRx Data The Select FRx Data window in the Management Reporter Migration Wizard requires you to specify the location of the FRxSys32.mdb file location. Use the ellipsis button (...) to locate the FRxSys32.mdb file location and then click Next. Migrate FRx Data The Migrate FRx Data window in the Management Reporter Migration Wizard confirms that the migration has copied the data from Microsoft FRx 6.7 to Management Reporter. The following warning displays: "During the migration process, any data which currently exists in Management Reporter will be deleted. This process cannot be reversed." Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 6. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-6 Click the Proceed with the migration option and then click Next. Company Configuration The Company Configuration window in the Management Reporter Migration Wizard displays the company or companies defined in FRx 6.7. Each company that will be migrated must be configured. The following steps are used to configure the FRx company: 1. In the Company Configuration window, click in the Select Provider field next to the FRx company. 2. Select the appropriate provider type for the company's data source to start the Company Wizard window. 3. In the Company Wizard window, type the Server name, select the Login information, and select the Database that is the data source for the company being configured. 4. Click Next. 5. On the Company Selection window of the Company Wizard, use the drop-down box to select the company being configured, and then click Next. 6. On the Summary window of the Company Wizard, verify that all information is correct and then click Next to return to the Management Reporter Wizard. 7. Notice the check mark in the Configured field. 8. Repeat steps 1-7 for each additional FRx company that requires configuration. Company Credentials The Company Credentials window in the Management Reporter Migration Wizard is where credentials to connect to the configured companies are applied. Depending on the source system, you can use either Windows authentication or standard authentication. You can configure credentials for the same user of multiple companies or configure them separately with different users. Select the Save credentials option to automatically use those credentials at sign in. Click the Use same credentials option, then Use Windows authentication option, then the Save credentials option, and then click Next. Select Default Company The Select Default Company window in the Management Reporter Migration Wizard enables you to select the default company used with Management Reporter. This company will be used for any reports that have the company value set to @ANY. Use the drop-down arrow to select the default Company and then click Next. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 7. Chapter 16: Data Migration 16-7 Map Segments The Map Segments window in the Management Reporter Migration Wizard shows which companies were migrated from FRx 6.7 and enables you to map the segments from FRx 6.7 to Management Reporter. The following steps show how to map each company: 1. Highlight the company and then click the Map button to launch the Map Company window. 2. In the Map Company window, use the Management Reporter Dimension fields for each FRx 6.7 segment to select the corresponding dimension. 3. Repeat steps 1-2 for each company. 4. Click OK. NOTE: The Management Reporter Migration Wizard can map all companies at once if the companies have the same segments in Microsoft FRx 6.7. Convert FRx Data The Convert FRx Data window in the Management Reporter Migration Wizard confirms the conversion. During the conversion process, all account information in building blocks is converted to dimensions. This process cannot be reversed. Click the Proceed with conversion option and then click Next. Validate The Company Configuration window in the Management Reporter Migration Wizard also confirms the conversion. During the building blocks validation process, the wizard will ensure that migrated building blocks meet the more rigorous validation criteria required in Management Reporter. Building block validation may take a while to be completed, depending on the number of building blocks being migrated. Click the Proceed with the building block validation option and then click Next. Complete the Wizard The Complete Wizard window in the Management Reporter Migration Wizard is the final step in the process. The following message will display: "Congratulations. You have successfully completed the Management Reporter migration wizard." Click the View the migration summary immediately option and then click Finish. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 8. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-8 By default, the summary file location is the Management Reporter files location set in Report Designer found in the Tools menu and Options sub-menu. The file format is .html and can be found in this location at any time. FIGURE 16.2 MIGRATION SUMMARY LOG Validation Warnings and Failure Some building blocks migrated from Microsoft FRx 6.7 may not pass the more rigorous validation performed by Management Reporter. Building blocks that do not pass validation display either a warning (yellow triangle icon) or failure (red diamond icon) in the validation summary log. The definition list specifies which fields require correction. Report definition and building blocks that fail are not migrated and must be recreated in Management Reporter. Report definitions and building blocks that display the warning icon do migrate, but you must resolve the error(s) before saving changes in Report Designer. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 9. Chapter 16: Data Migration 16-9 The example shown in the "Validation Error" image warns users to the error that they must correct before saving the report or building block. FIGURE 16.3 VALIDATION ERROR Summary This part of training explores the three-step process required when migrating reports and their related building blocks from Microsoft FRx 6.7 to Management Reporter. In addition to reviewing the migration and validation processes, the training explored the steps required to resolve errors and data not migrated because of the more rigorous design standards in Management Reporter. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 10. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-10 Test Your Knowledge Test your knowledge with the following questions. 1. Match the terms from Microsoft FRx 6.7 with the terms in Management Reporter. _____ 1. Catalog of Reports _____ 2. Company _____ 3. Specification Set _____ 4. Functional currency _____ 5. Row Format a. Building Block Group b. Regional settings c. Row Definition d. Company e. Report Definitions 2. Which of the following is not migrated from Microsoft FRx 6.7? ( ) Company Information ( ) Specification Sets ( ) E-mail addresses tied to a report ( ) Account sets 3. Which of the following are true statements about the migration and validation process? (Select all that apply) ( ) Any existing data in Management Reporter is preserved in the migration process ( ) The process must be run by a Management Reporter administrator ( ) Building blocks that do not meet the validation standards cannot be used in reports until the validation issue is corrected ( ) Migrations are supported from any service pack of Microsoft FRx 6.7 Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 11. Chapter 16: Data Migration 16-11 Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter. 1. 2. 3. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement
- 12. Report Design in Management Reporter 2.0 for Microsoft Dynamics® ERP 16-12 Solutions Test Your Knowledge 1. Match the terms from Microsoft FRx 6.7 with the terms in Management Reporter. e 1. Catalog of Reports d 2. Company a 3. Specification Set b 4. Functional currency c 5. Row Format a. Building Block Group b. Regional settings c. Row Definition d. Company e. Report Definitions 2. Which of the following is not migrated from Microsoft FRx 6.7? ( ) Company Information ( ) Specification Sets (•) E-mail addresses tied to a report ( ) Account sets 3. Which of the following are true statements about the migration and validation process? (Select all that apply) ( ) Any existing data in Management Reporter is preserved in the migration process (√) The process must be run by a Management Reporter administrator (√) Building blocks that do not meet the validation standards cannot be used in reports until the validation issue is corrected (√) Migrations are supported from any service pack of Microsoft FRx 6.7 Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement