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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

  2. Enter Portal Administration in the Start Search text box.

  3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
    You see the Portal Administration window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the Portal Query Explorer window as the default.

  5. Click Migration.

  6. The following Migration options are available:

Option

Description

Migrate now...

Initiates a Migration Wizard migration of portal queries, query views, dashboard parts, and dashboard views, either into or out of an Eagle environment. Outbound migration builds a file of migration instructions, and inbound migrations read from that file.

Add item to cart...

Permits adding portal queries, query views, dashboard parts, and dashboard views to a cart of temporary storage, then migrating them out once the selections are complete.

Manage migration rules...

Select or change defaults. Select Use Existing or Overwrite for each component type. A set of such choices for all component types is a migration rule that can be saved for later use.

Edit configuration

Select to run on/off logging of the migration process. Other settings relating to the non-supported process of Silent Migration are present but disabled.

View logs....

Select for an online view of log files produced by migration.

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Perform Outbound Migration

The Migration Wizard is two-phased. Both phases are managed by a multi-step wizard. You conduct the first, or outbound phase, in the source environment. This phase builds a file of migration instructions that feeds the second or inbound phase, which you run in the target environment.

To perform outbound migration:

  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

  2. Enter Portal Administration in the Start Search text box.

  3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
    You see the Portal Administration window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the Portal Query Explorer window as the default.

  5. Click Migration.

  6. From the Migration Process drop down menu, select Migrate out of current environment.
    You see the Migration Wizard - Step 1 of 4 dialog box.

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In the File section, select the output format for building the migration file.

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You see the Migration Wizard - Step 2 of 4 dialog box.

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AnchorRTF350034003500390039003a00RTF350034003500390039003a00 Anchor_Toc352155460_Toc352155460Figure 118: Migration Wizard - Step 2 of 4

The upper-left panel displays the Queries, Dashboards, and Parts, including parts that you can drilldown into, with the currently selected component highlighted.

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You see the Migration Wizard - Step 3 of 4 dialog box.

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AnchorRTF370030003200380033003a00RTF370030003200380033003a00 Anchor_Toc352155461_Toc352155461Figure 119: Migration Wizard - Step 3 of 4

Set up a series of default values to be presented to the user who runs the inbound migration in the target environment. Set up the defaults that you want to be used on the inbound side.

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You see the Migration Wizard – Step 4 of 4 dialog box.

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AnchorRTF360034003700320034003a00RTF360034003700320034003a00 Anchor_Toc352155462_Toc352155462Figure 120: Migration Wizard - Step 4 of 4

Click Start to begin building the .EGL or .ZGL file.

You see the Migration Process Completed when the process is done.

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AnchorRTF320031003500300035003a00RTF320031003500300035003a00 Anchor_Toc352155463_Toc352155463Figure 121: Migration Process Completed Message

Click View Results to see a message confirming that your file was created in the selected directory. If you have enabled Migration Wizard logging, you can view the log file online using View Results.

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Perform Inbound Migration

The second phase of migration, inbound migration, takes place in the target environment. The user performing the inbound migration of Queries, Dashboards, and Parts becomes the owner of the migrated queries, query view, dashboard parts, and dashboard views after inbound migration.

After completing inbound migration, it is this user's responsibility to reassign them to the appropriate users or business groups.

To perform inbound migration:

From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

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You see the Migration Wizard - Step 1 of 3 dialog box.

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AnchorRTF390033003100300031003a00RTF390033003100300031003a00 Anchor_Toc352155464_Toc352155464Figure 122: Migration Wizard Step 1 of 3 Dialog Box

From the File section, click the ellipsis button and select the file to use as the input file.

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You see the Inbound Migration Wizard Step - 2 of 3 dialog box.

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Anchor_Toc352155465_Toc352155465Figure 123: Migration Wizard Step 2 of 3 Dialog Box

You can accept or overwrite the settings on this dialog box. Best practice is to accept the previously defined defaults.

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You see the Migration Wizard - Step 3 of 3 dialog box.

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AnchorRTF360038003100360034003a00RTF360038003100360034003a00 Anchor_Toc352155466_Toc352155466Figure 124: Migration Wizard Step 3 of 3 Dialog Box

Click Start to start the inbound migration.

NOTE: In the Inbound Migration Wizard - Step 2 of 3 dialog box, you may see Stored Procedures listed in the Migration Item column if you are migrating in a component that is built upon the query type ACCESS SQL QUERY, which uses a stored procedure, as shown in the following figure.

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AnchorRTF340037003700340039003a00RTF340037003700340039003a00 Anchor_Toc352155467_Toc352155467Figure 125: ACCESS SQL QUERY Example

Migration Wizard does not migrate in a stored procedure, but it gives you the ability to copy it into a clipboard for use later, as shown in the following figure.

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AnchorRTF380033003200370038003a00RTF380033003200370038003a00 Anchor_Toc352155468_Toc352155468Figure 126: Copy to Clipboard Dialog Box

Once you copy it to your clipboard, you can insert the stored procedure into the target environment's database. If your target environment's database is SQL but the source environment's database is Oracle, you have to modify the stored procedure you copied to clipboard before inserting it into the SQL database. The reverse is also true.

After you have completed the inbound migration and inserted the stored procedure into the database, go to the Portal Query Explorer and populate the Procedure field in the Query Settings dialog box with the exact name of the stored procedure.

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Additional Information for Migration Wizard

In the Step 2 of 4 dialog box in outbound migration, queries, parts, and dashboards are available in the upper-left panel. The following sections contain additional information about what they are and how Migration Wizard handles them.

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Queries

These are the report queries that are configured in the Portal Query Explorer. Only the internal query type (Type = Internal) queries cannot be migrated by Migration Wizard.

All elements configured for a query in the Query Explorer are migrated. All the views created for a query are migrated. The default view if defined for a query is migrated. The criteria if defined in a query view are migrated.

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Parts and Dashboards

Parts refer to dashboard parts that are built upon queries. Dashboards refer to dashboard views that are built using multiple dashboard parts.

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