FRx Migration

Estimated reading time: 6 minutes
Prerequisites
  • Verify ODBC connection to Microsoft Access (if you installed MS Office, the connection should exist)
  • Convert FRx file to Access file (see image below)

Epicor Tools Connection Page

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 Epicor Tools Connection Page

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 Epicor Tools Connection Page

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” Epicor Tools Connection Page 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” Epicor Tools Connection Page

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

DB Destination

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” DB Destination

Step 6: In the “Save and Run Package” screen, select “Run immediately”
DB Destination

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

DB Destination 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 DB Destination

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”

DB Destination