Understand Copy Model

Copy Model operates in a single environment, and moves models and fields between mart instances that might be very different from one another except for certain shared elements. You could share those elements by manual edit, but Copy Model saves time and reduces errors.

Use the Copy Model feature to duplicate models between mart instances in a single environment. Going between mart instances within an environment, you can copy any type of model. Copying Fund Summary, a group model, or a detail-level model will only copy its fields from source to destination. Note that entity assignments are not copied as part of Copy Model.

For example, if you use the multiple marts feature, you may want to copy entire models and fields from one mart instance to another, or just parts of a model. For example, you would want to do this if there were common elements in the marts that support the reporting needs of your firm's different departments, geographical divisions or other parts of your business that need their own marts.

Also, if you use Eagle's standard reporting package, but want to customize it, you need a way to copy models from one mart to another. This is because Eagle maintains its own mart instance for delivering models and fields to support its standard reports, and Eagle's models are kept in a read-only state. To customize the standard reports, the best-practice approach is to use a separate mart instance set up for that purpose.

Copy Model is different from migration. Migration moves models and fields between the same-named mart instances in two different Eagle environments. By contrast, Copy Model operates within a single environment, and moves models and fields between mart instances that may be quite different from one another except for certain shared elements.