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Steps to Migrate Reports with the DMT

Introduction:

This article will take you through the steps of getting a Design Snapshot, and moving reports from one instance to the next. This can be used for all TeamConnect versions up top TCE 5.1. It is possible that additional methods will be available to move reports in later versions.  If you have any questions or concerns please contact support.

Steps:

If you encounter errors running steps 1-11, the external DMT from steps 16-21 can be used to get the snapshot, and Diff. To do this please see steps 23-33:

1) Log into the instance with the reports

2) Go to setup

3) Click on the tools drop-down to select Design Snapshot

4) Click the Design Snapshot button

5) Go to the Top Level»System»Design Versions folder in the documents tab

6) Download the design snapshot created in step 4

7) Go into the instance where you want the reports

8) Place the design snapshot from step 4 in the Top Level»System»Design Versions folder in the documents tab

9) Do steps 2-4 in the instance without the reports

10) In the Design snapshot tool check the checkboxes for the two designs (step 4 design, and step 9)

11) Click the Generate Import File button (This will create the diff)

 

The Below steps 12-15 may fail. If you want to do the sure fire method skip to step 16

 

12) Go to the Design Import tool in Setup

13) Choose the diff created in step 11 in the File to Submit

14) Click upload and Preview

15) Click the import button (If you want to take a design snapshot before importing)

 

If 15 fails (You will need your Database Credentials, and need to run this on a Windows Machine):

 

16) Find the setup contents created by TeamConnect when the installer was ran. If you are on a windows machine it will most likely be in the Program File. (This is where the original war/ear was stored)

17) Go to the \utilities\install\dmt folder

18) Move the correct JDBC driver into the lib folder in the DMT folder

19) Edit the Import.properties file, so it points the TeamConnect instances Database that you want the report in

20) Point the diff.directory to the directory where the Diff was downloaded in Step 11 (You may need to use \\ instead of \ in the path)

21) Run the import.bat file

 

Optional:

22) Restart the instance the reports were moved into

 

The Import.bt file will say if an error occurs, but if you are not sure if it was successful, you can look at the logs that are generated for "ImportDesign: Committed Successfully."

 

If you see "The design could not be imported because of the following errors:" the design was not imported, and you will need to send Support the logs.

 

If you encounter errors running steps 1-11, the external DMT from steps 16-21 can be used to get the snapshot, and Diff. To do this follow the below:

 

23) Find the setup contents created by TeamConnect when the installer was ran. If you are on a windows machine it will most likely be in the Program File. (This is where the original war/ear was stored)

24) Go to the \utilities\install\dmt folder

25) Move the correct JDBC driver into the lib folder in the DMT folder

26) Edit the export.properties file, so it points the TeamConnect instances Database that have the reports

27) Point the export.directory to the directory where you want the snapshot to be placed

28) Run the export.bat file

29) Do steps 26-28 for the instance where you want the reports

30) Edit the diff.properties (Source is the snapshot from where the reports are not, and Dest is the Snapshot of were the reports are)

31) Point the Diff.directory to the directory where you want the Diff to be placed

32) Run the Diff.bat

33) Go to steps 19-21 to complete the import

If any of steps 23-32 fail please send a copy of the logs in the DMT folder