Solomon User Group Meeting Transition from FRx to Management Reporter (MR) WELCOME!

1. Solomon User Group MeetingTransition from FRx to Management Reporter (MR)WELCOME!

2. When should you upgrade to Management Reporter? • Management Reporter is supported with all SL2011 versions • FRx is supported with: • SL2011 • SL2011SP1 • SL2011FP1 • FRxwill not be supported with: • The next version after SL2011 FP1 • Currently upgrading? Then we recommend: • Upgrade FRxfor continuity inproducing financial reports • Then afterwards implement MR – before your next upgrade • De

3. Migration from FRx to MR Steps in Management Reporter • Install and configure the application • Configure companies • Review menus and toolbars • Get familiar with the product • Import Demo reports • Create some reports and building blocks • Prior to migration, export the new reports and building blocks • After migration, you can import them back in

4. Migration from FRx to MR Steps in FRx • Cleanup the reports, rows, columns, trees - get rid of the junk! • Document features that won’t migrate – i.e. Account Sets • Backup Microsoft FRx data folders (sysdata) • Make sure no one using Microsoft FRx • Delete unnecessary companies and building blocks • Delete company index files (*.g32) • Set remaining companies as default • Compact system databases

5. Backup Sysdata folder

6. Look for Specification Sets that are in use

7. Delete unused company records and Spec sets

8. Compact Databases

9. Look for unused row formats

10. Export Specification sets

11. Delete Index files - .G32 files then launch FRx to recreate them.

12. Migration from FRx to MR • Does not migrate: • Security – MR uses windows authentication; reconfigure in MR • Company connection information – FRx used ODBC connection, MR does not • Report chains – you create Report Groups in MR, and you can override the report date and location. • Web publishing settings – MR allows you to distribute secure report links to existing SharePoint shared document library for report distribution. • Effective dates – This has been tracked as a suggestion for future releases, please vote in Customer Source • Account sets – is not a feature in MR as there is no way to map account sets to dimension value sets in MR • Currency Translation Rates – MR relies on the information in SL for translated data. • Email settings – MR allows you to distribute reports to SharePoint shared document libraries which let you the users create alerts to be notified which a report is ready for review. You can also send a link to a report in email from MR Report Viewer • Row links – suggestion was to use link to Financial Dimensions + Worksheet.

13. Let’s Review: Compare FRx to MR • Company Information:

14. Let’s Review: Compare FRx to MR • Rows - Columns - Trees

15. Let’s Review: Compare FRx to MR • Specification Set vs Building Block Group:

16. Let’s Review: Compare FRx to MR • Segments are now Dimensions – more flexibility in row design

17. Let’s Review: Compare FRx to MR • Segments are now Dimensions – more flexibility in column design

18. Let’s Review: Compare FRx to MR • Segments are now Dimensions – more flexibility in tree design

19. Migration from FRx to MR Migration Wizard Migrate and validate building blocks Map segments to dimensions Management Reporter Review migrated building blocks Validate report data

20. Migration Process • Export any reports designed in Management Reporter

21. Migration Process • Start the process

22. Migration Process

23. Migration Process

24. Migration Process • The amount of time is determined by the number of reports • No changes are being made in FRx • You will want to be able to reconcile between FRx and MR

25. Migration Process • After migration, map the FRx company(s) to MR company(s)

26. Migration Process • Enter credentials to connect to the companies • Select Default Company

27. Migration Process • Map the segments

28. Migration Process • Finally, convert, validate, and complete

29. Migration Process • Some final validation once you launch the application

30. Migration Process • Oops – this row definition wasn’t associated with a catalog in FRx • So Account Dimensions disappeared during migration

31. Post Migration – let’s test the report • Select the appropriate date and run the report

32. Post Migration – let’s test the report • This report is more attractive

33. Other options • Missing Account Analysis

34. Other options • Collapse Details on report • No need to create two versions

35. Other options • Add Comments and graphics to line items on report for others to view • Viewers with rights can add comments also

36. Now isn’t that better?

37. Links to other Management Reporter resources: Subscribe to the Management Reporter blog http://blogs.msdn.com/b/dynamicscpm Customer Source https://mbs.microsoft.com/customersource/default_ManagementReporter Documentation and user guides http://www.microsoft.com/downloads/en/details.aspx?FamilyID=afcaa811-fd9e-4af3-ad48-3b41f9d05cff Demo Reports https://mbs.microsoft.com/customersource/downloads/servicepacks/mroverview.htm?printpage=false Managing SharePoint permissions http://office.microsoft.com/en-us/support/redir/HA010021564.aspx?queryid=d58aa48a%2D0ddc%2D4a8e%2Da90f%2Deae89b5d8186&respos=0&CTT=1&av=OSU120 Content types in SharePoint http://office.microsoft.com/en-us/support/redir/HA010149551.aspx?queryid=1ef25b6b%2D76c3%2D4f6e%2Dbcc3%2D96c7a45019ea&respos=3&CTT=1&av=OSU120

38. Thank you ! Intellitec Solutions Reading, Wilmington, Washington DC www.intellitecsolutions.com