dynamicscpm: Migrating to Management Reporter 2012
Our support folks have written a great knowledge base article walking you through step by step the things to do to prepare. The highlights are:
The majority of support calls our support teams receive could’ve been avoided if the steps above were followed.
Once you’ve done the all the prep work, it’s time to install the migration wizard. The migration wizard is part of the Management Reporter 2012 installation package. It’s not a separate download as it was in the past. You can find the Management Reporter 2012 install here. On the launch page for the Management Reporter installation, you’ll see options for installing the migration wizard and viewing the migration guide. The migration guide is a great resource for installation instructions as well as data preparation. Read it before installing!
Now that you’ve prepped both Microsoft FRx and Management Reporter 2012, read the documentation and installed the migration wizard, what can you expect next?
The number of companies and building blocks you have will determine how long the migration actually takes. (Another great reason to get your Microsoft FRx house cleaned out before you move!)
A couple of questions I get asked regularly when presenting migration sessions are:
I’ll answer both questions at the same time. In some cases, the functionality has been rethought and implemented in a new way in Management Reporter 2012. In other cases, we are relying on you to tell us if it’s a feature we should include in future releases of Management Reporter.
Items that don't migrate:
Company connection information
Web publishing settings
Currency Translation Rates
After migrating, run Management Reporter 2012 and Microsoft FRx side by side. You’ll want to make sure your reports all generate and everything you expected to be in Management Reporter 2012 is there.
Now that you know what to do to prepare and expect, you are ready to migrate!
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