Migrate report definitions

The procedure for transferring report definitions from a previous PPM version client to PPM 10.1 is as follows.

Procedure

  1. Identify the directory in which the report definitions of the client of the previous PPM version installation are stored. To do so, open the file Templates_settings.properties in the directory <PPM_PREVIOUS_DATA>/config/<client> and find the setting Reports.BaseDirectory.
  2. Now, identify the directory in which the report definitions for the PPM 10.1 installation are stored. To do this, open the file Templates_settings.properties in the directory <PPM_CURRENT_DATA>/config/<client> and find the setting Reports.BaseDirectory.
  3. Copy the content from the base report directory for the previous PPM version installation client to the base report directory for the PPM 10.1 installation, where the content does not yet exist.
  4. Identify the directory in which the report images of the client of the previous PPM version installation are stored. To do so, open the file Report_settings.properties in the directory <PPM_PREVIOUS_DATA>/config/<client> and find the setting reports.images_directory. The images for the umg_en client are stored in the directory /config/umg_en/report/images.
  5. Now, identify the directory in which the report images for the PPM 10.1 installation are stored. To do this, open the file Report_settings.properties in the directory <PPM_CURRENT_DATA>/config/<client> and find the setting reports.images_directory.
  6. Copy the content from the directory for the previous PPM version installation client to the directory for the PPM 10.1 installation client, where the content does not yet exist.
  7. If required, also copy the following directories if you have made any changes to any of their content. The directories are created during PPM installation with the default content. The corresponding paths are specified in the file Report_settings.properties in the relevant directory of PPM 10.1.

    /config/<client>/report/templates
    /config/<client>/report/xsl
    /config/<client>/report/resources (used for some table representations)
    /config/<client>/report/styles (used for creating e-mail of runppmanalytics-results)