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1. Create Sample Entities. Open Entity Maintenance and create the entities described in the following table. The migration process, described later in this procedure, requires that these entities are available.

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2. Copy EGL Files. Copy the .EGL files provided with the Toolkit to an accessible location from the Eagle Data Management tool front end.

3. Migrate Files for Reporting. Open General Reporting and migrate in the files described in the following table.
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   InfoFor a list of high level migration components that the Toolkit provides using these files, see the Package Manifest section.
   When you installed Eagle Mart Packaged Reports and Portal Content 5.0, you selected a default Source Rule for Data Mart. You do not have the sample sources included with the Performance Toolkit. If you are a new client performing a fresh install, Eagle recommends that you replace the existing Source Rule with the Toolkit version (named EAGLEMART Source Rule). To do so, select Overwrite Source Rule when migrating in the Source Rule in the TK2_V121_Source_Rules.egl file

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   Otherwise, you can set up a source rule manually.

4. Migrate Files for Query Tool. Open the Query Tool and migrate in the files described in the following table.

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5. Migrate Files for MPC. Open the Multiperiod Performance Calculator (MPC) and migrate in the files described in the following table.

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6. Configure Eagle Mart Instance. Open Data Mart, set Data Mart Instance to EAGLEMART, click Administration, and then click Configure. In the Data Mart Configuration dialog box, ensure that the Source Rule field has a value of EAGLEMART Source Rule. This step aids the migration process.

7. Migrate Data Mart Models. Within Data Mart, select EAGLEMART as the active Data Mart and migrate in the files described in the following table.

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8. Populate the Relation Fields Table (Required). You can find this table in the TK2_V121_RelFld.sql file, available as one of the Performance Toolkit files in the Eagle installation DVD. Instructions for both Oracle or SQL Server databases follow.

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9. Copy Report Utility DLL File. Copy the file, Eagle.AdvReports.Utilities.dll, available with the Performance Toolkit on the Eagle installation DVD, to the “dotnet” folder of each Advanced Reporting server in the environment.

10. Migrate Data Quality Rules and Validation Rules. Within Migration Wizard, select Import and migrate in the file described in the following table.

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    Be aware that when you set up the Eagle Packaged Reports, you copied a file with the same name to this location. The Performance Toolkit 2.0 presentation reports are designed to use the same utilities DLL file as that used by the Packaged Reports. Before you copy this file, compare the date of the DLL file available with the Packaged Reports to the date of the DLL file available with the Performance Toolkit. Copy the DLL file provided as part of the Performance Toolkit unless the DLL file provided with the Packaged Reports has a more recent date. In that case, use the most recent version of the file available

    .Migrate Data Quality Rules and Validation Rules

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    Within Migration Wizard, select Import and migrate in the file described in the following table.Image Removed