FRx Migration
Estimated reading time: 6 minutesPrerequisites |
---|
|
Open SQL Server and Create a New Database
To Do
Step 1: In SQL Management Studio to connect to server where FRx database can reside in
Step 2: Right Click New Database in the Object Explorer
Step 3: Choose a name of database to be used to store the legacy FRx reporting definitions in the Database Name field, then press OK
Import MDB File To the New Database
To Do
Step 1: In SQL Management Studio, select and right-click your database, then choose "Import Data"
Note: If Access database is protected, you will need to remove the database password before going through with the import
Step 2: Select Microsoft Access (Microsoft Jet Database Engine) in the Data Source field and specify the location of the access file in the File name, then hit "Next"
Step 3: Destination should be the new database created. Check that the following information is correct, then hit "Next"
- Destination: “SQL Server Native Client” corresponding to the version of SQL Server
- Server Name: where the new Legacy Reporting Definitions database resides
- Database: New database created for importing FRx Legacy Reporting Definitions from prior step
Step 4: Specify in the next window that you're copying data from a table, then hit "Next"
Step 5: In the "Select Source Tables and Views" screen, confirm that all tables are selected and hit "Next"
Step 6: In the "Save and Run Package" screen, select "Run immediately"
Step 7: Review that the import occured and hit "Finish"
Execute FRx Migration Script
To Do
Step 1: In SQL Management Studio, point to the new database
Use Client_FRX_Definition Go
Step 2: Execute the FRx Migration Script. This will create all DB Objects
Interject Application Setup- DB Connection
To Do
Step 1: Now log in to portal.gointerject.com and select Data Connections on the left side menu. Change company to “Epicor Test III”.
Step 2: Change Company to newly setup “Epicor Test III”
Step 3: Select "Data Connections" in the "My Data" section of the admin toolbar
Step 4: Select “Database” in the Connection Type field.
Step 5: Fill in the Connection Details page with the following inputs for new connections:
- Name: A unique friendly name used when connecting a Data Portal to the Data Connection
- Description (optional): A description of what the connection string is connecting to
- Connection String: This is used by Interject to connect to the specified server & database
Example connection string: Data Source=server-04; Initial Catalog=Client_FRX_Definition; Integrated Security=SSPI;
Redirect DB Connection to New DB in Interject process
To Do
Step 1: Go to “My Apps” on the left menu of the Interject Portal page select by clicking on link “Interject Financials - Epicor” offering - Versions may change
Step 2: At the bottom of the page in the “Connection Redirect” section choose to replace any existing FRX Connection with “new connection”
Step 3: Click "Save"