Dynamics Community Forum Thread Details

"Migrating" from MR Legacy Provider to Datamart

I'm asking & answering my own question, so hopefully I can help someone else who needs this info!

When switching a client from the Legacy Provider to the Datamart, you then need to update all the company references in both the Trees and the Report Definitions.

When you have a large set of databases, and different Building Block Groups for each, this can be quite tedious to do within the UI.

I have here a set of scripts (from Microsoft support) that allow you to perform the update from SQL. Please note, use these scripts at your own risk, and please be sure to make a backup before you begin!

Run all scripts against the ManagementReporter database.

*Please make a backup of the Management Reporter Database

--Selects list of Companies

select ID, Code, Name from ControlCompany

--Select a list of Reports and Tree’s that will be affected

select * from ControlReport where CompanyID=(SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO')

select * from ControlTreeDetail where CompanyID=(SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO')

--Update Reports currently set at 'TWO-Curr' to 'TWO' company

Update ControlReport set CompanyID= (SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO-Curr') where CompanyID= (SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO')

--Update Trees currently set at 'TWO-Curr' to 'TWO' company

Update ControlTreeDetail set CompanyID= (SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO-Curr') where CompanyID= (SELECT [ID] FROM ControlCompany WHERE [Code] = 'TWO')

Quick Links

Leaderboard