Stage 6: Migrating data from Opera 3 (Visual Foxpro database) or Opera 3 SQL

What you need to do

In this stage, you must run a 'Health Checker' on the Pegasus Opera 3 (Visual Foxpro database) or Opera 3 SQL data and migrate the data to Opera 3 SQL SE using the Migrate company view in Server Administration & Monitoring.

Pegasus Opera II data must first be migrated to either Opera 3 (Visual Foxpro database) or Opera 3 SQL before it can be migrated to Opera 3 SQL SE.

Migration

Migrated data

Option

Description

System data Relevant company records from the companies table (SEQCO), plus the following tables:
  • User profiles table (SEQUSER)

  • User groups table (SEQUSRGRP & SEQGRP)

  • People table (SEQPEOPL)

  • Navigation favourites table (SEQFAVES)

  • Remembered form position and sizes table (SEQFORMS)

  • Navigation groups table (SEQNAVGRPS)

  • Report layouts table (SEQRPLAY)

  • Email profiles table (SEQERPT).

Company data All company data apart from spool files

The migration includes files saved by Opera in a Windows folder - like statements and remittances. These are migrated to the Opera 3 SQL SE Repository or to the 'Migration' folder below the 'Common' folder.

Files without an equivalent folder in Opera 3 SQL SE

The 'Migration' folder below the Opera 3 SQL SE 'Common' folder is used for files from the source company that do not have an equivalent folder in Opera 3 SQL SE. Examples are emails and spool files. Please check that folder after the migration.

The root migration folder on the server is 'C:\ProgramData\Pegasus\O3 Server SE\Common\Migration'. A folder is created for each system and company beneath 'Migration'.

Health Checker

The company data must be 'health checked' before the migration. This is important because the database rules in Opera 3 SQL SE are stricter than Opera 3 (Visual Foxpro database) or Opera 3 SQL.

All checks are advised.

Mandatory checks

Example

Valid numeric rule

A numeric overflow;  a value of 100 has been added to a field which can only store the maximum value 99.

A decimal place numeric overflow;  a value of 999.9 has been added to a field which has been defined as 99.99.

Valid date rule

Dates prior to 01/01/1753 will error as they are not allowed in Microsoft SQL Server. Warnings are shown for dates prior to 1899.

Minimum value rule

Checks that fields do not contain values less than the defined minimum value if one has been defined.

Maximum value rule

Checks that fields do not contain values greater than the defined maximum value if one has been defined.

Optional checks

Example

Named value rule

A field entry is one of the list of specified values; for example, for a sales transaction type is it 'I' (invoice), 'C' (credit note), 'A' (adjustment) and so on.

Pattern matching rule

Entries must match a particular pattern; for example, a document reference must match 'XXXX9999' (where XXXX is a letter and 9999 is a number).

Mandatory value rule

A field must not be empty; for example, a customer record must have an account number.

Unique value rule

Checks that field entries are unique in a table if the field is defined as must be unique. For example, within the customer table, the customer code must be a unique.

Referential integrity rule

Checks table joins. Do child records have a parent record? For example,  does a invoice transaction record have an invoice header record?

Prerequisites

Actions

Follow these instructions.

This process will take some time to complete.

  1. Make sure that the folders from which the data will be migrated do not include any non-standard Opera 3 files and folders. The migration may fail if non-standard Opera 3 files and folders are found.

  2. Run the Server Administration & Monitoring application using the Windows shortcut on the desktop.

  3. On the Migrate company view under Database, do the following:

    Under Source:

    1. Select the Opera 3 (Visual Foxpro database) server dynamic folder or Opera 3 SQL server dynamic data folder, for example;  C:\ProgramData\Pegasus\O3 Server VFP or C:\ProgramData\Pegasus\O3 Server SQL.

    2. Select a system code if relevant.

    3. Select one or more companies to migrate.

Under Destination:

    1. Select the SQL Server for the new Opera 3 SQL SE database.

    2. Leave the Repository and Common folders as the default.

Under Options:

    1. Leave the Migrate system data, Migrate associated users and Migrate reports options selected.

    2. Leave the Roll back changes if migration fails option selected.

  1. Select all the Health Check options.

  2. Click the Migrate button.

  3. Check the Migration folder for files that were migrated to that location.

After the migration, you must remove the 'Read/Write' network permissions to the 'O3 Server SE' folder in the ProgramData location for the Windows user account used for the migration.

Next Stage

You are now ready to use Opera 3 SQL SE.