Migrating a Microsoft FRx 6.7 configuration to Management Reporter

The Microsoft Office PerformancePoint 2007 Management Reporter migration tool converts much of your Microsoft FRx 6.7 configuration to Management Reporter. Migration is a three-step process:

  1. Migrate the Microsoft FRx 6.7 configuration, which includes information related to companies, specification sets, accounts sets, and font styles.

  2. Configure entities in Management Reporter.

  3. Validate the migrated configuration and correct any validation errors.

Management Reporter provides tools for migration and validation of all building blocks. You must convert all building blocks from Microsoft FRx 6.7 at one time. You do not have to validate all building blocks at one time, but you cannot generate a report until the associated building blocks for that report have been successfully validated.

Important notes

  • A Management Reporter administrator must run the migration and validation tools. This Management Reporter administrator must have dbo access to the SQL Server database.

  • The migration tool deletes all current Management Reporter data. Perform migration as the first step in configuring Management Reporter.

    To preserve any existing Management Reporter data, export the building blocks before you begin migration. Later, you can import the building blocks to add them to the migrated configuration data.

  • Because the Management Reporter validation requirements are more rigorous than those in Microsoft FRx 6.7, you might need to update the building blocks before they can be successfully validated.

  • Migrations are supported from any service pack of FRx 6.7.

  • When the FRxSys32.mdb file that contains the Microsoft FRx 6.7 configuration is located on a network share, the FRxSys32.mdb file must contain UNC paths (not local paths).

Data that is migrated

  • Company information, including Company Code, Company Name, Specification Set, Regional Options, and Period Descriptions

  • Specification sets, including Report definitions, Rows, Columns, and Trees

  • Account sets

  • Font styles

Data that is not migrated

  • Company configuration information

  • Generated reports (.frd files)

    After migrating the report definitions, you can regenerate any historic reports that you want to be available in the report library.

  • Report definitions that were created by using the Microsoft FRx 6.7 Dimension wizard

  • Security configuration, including user names and passwords

  • E-mail addresses tied to a report definition

  • Data related to Microsoft FRx 6.7 features that are not available in Management Reporter

Migration process

To migrate a Microsoft FRx 6.7 configuration to Management Reporter, follow these steps:

  1. Migrate the configuration from Microsoft FRx 6.7:

    1. In Report Designer, on the Tools menu, click Migration, and then click Migrate.

    2. In the Migrate dialog box, browse to the FRxSys32.mdb for the configuration that you want to migrate, and then click Migrate.

      The information in the Migrate dialog box indicates the progress of the conversion. Depending on the amount of data to be migrated, the conversion may take some time.

    3. After the migration completes, click Close.

    4. Inspect the log file that is displayed on the computer screen to determine if there were any conversion errors. As needed, edit the affected building blocks to correct any errors.

  2. Configure entities in Management Reporter.

  3. Validate the migrated data:

    1. In Report Designer, on the Tools menu, click Migration, and then click Validate.

      The information in the Validate dialog box indicates the progress of the validation. Depending on the amount of data to be checked, the validation may take some time.

    2. After the validation completes, look in the Report Designer navigation pane. If there is an exclamation point icon next to any building block, Management Reporter was not able to validate that building block. Open that building block and correct the errors.

Top of Page

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×