Copying data from a CMS on Windows

Use this procedure if your CMS is installed on Windows and you are copying data from Crystal Enterprise versions 8.5, 9, or 10. If you are copying data from version 8 of Crystal Enterprise, please see Copying data from a Crystal Enterprise 8 APS on Windows.

1. Use the CCM to stop the Crystal Management Server.
2. With the CMS selected, click Specify CMS Data Source on the toolbar.
3. Click Copy data from another Data Source; then click OK.

   The Specify Data Source dialog box appears.

   

4. In the "Source contains data from version" list, click Autodetect (or explicitly select the version of the source CMS database).

   You must now specify the source CMS database whose contents you want to copy.

5. Click Specify.
6. In the Select Database Driver dialog box, specify whether you want to connect to the source CMS database through ODBC, Informix, or through one of the native drivers.
7. Click OK.
8. The next steps depend upon the connection type you selected:
   • If you selected ODBC or Informix, the Windows "Select Data Source" dialog box appears. Select the data source that corresponds to the source CMS database; then click OK. If prompted, provide your database credentials and click OK.
   • If you selected a native driver, provide your database Server Name, your Login ID, and your Password; then click OK.

     You are returned to the Specify Data Source dialog box. You must now specify the destination CMS database whose contents you want to replace with the copied data.

     Tip:    If the correct destination database already appears in the "Copy to the following data source" field, proceed to step 13.

9. Click Browse.
10. In the Select Database Driver dialog box, specify whether you want to connect to the destination CMS database through ODBC, or through one of the native drivers.
11. Click OK.
12. The next steps depend upon the connection type you selected:
    • If you selected ODBC, the Windows "Select Data Source" dialog box appears. Select the ODBC data source that corresponds to the destination CMS database; then click OK. If prompted, provide your database credentials and click OK.
    • If you selected a native driver, provide your database Server Name, your Login ID, and your Password; then click OK.

      You are returned to the Specify Data Source dialog box. You are now ready to copy the CMS data.

13. Click OK and, when prompted to confirm, click Yes.

    The SvcMgr dialog box notifies you when the CMS database setup is complete.

14. Click OK.
15. Proceed to Completing a CMS database migration.