Copying data from a Crystal Enterprise 8 APS on Windows

Note:    Prior to Crystal Enterprise 10, the CMS was known as the Automated Process Scheduler (APS).

Use this procedure if your CMS is installed on Windows, and you are copying data from a Crystal Enterprise 8 APS system database.

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 Crystal Enterprise 8.0.

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

5. Click Specify.
6. In the "Browse data" dialog box, click one of the following:
   • CMS machine name

     Click this option if you have administrative rights to the Crystal Enterprise 8 CMS machine. Your administrative rights allow the CCM to read the data source information from the Windows Registry on the CMS machine. Click OK and use the Browse for Computer dialog box to specify the CMS machine.

   • CMS ODBC data source

     Click this option if you do not have administrative rights to the Crystal Enterprise 8 CMS machine. Use the Windows "Select Data Source" dialog box to select (or create) an ODBC data source that provides the local machine with access to the Crystal Enterprise 8 CMS database. If prompted, provide your database credentials and 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 11.

7. Click Browse.
8. 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.
9. Click OK.
10. 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.

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

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

    Note:    Migration of a large source database could take several hours.

12. Click OK.
13. Proceed to Completing a CMS database migration.