Exercise 2 - Migrate master data to a new company

Task 1: Create and export a configuration package

Scenario

After completing the basic configuration, you can now start by uploading the company’s business data, such as customers, vendors, items and the chart of accounts.

In order to prepare the migration of this data, you will configure some configuration packages and provide these excel-files to Contoso’s super users, to complete the information.

You will start with the vendor list, including contact information. To make sure the users know how to complete the required information, you prepare the following example.

The following information is returned to you by Contoso’s super user:

You will perform -

1. Create a configuration package.

2. Assign tables and select fields.

3. Export a configuration package to excel.

4. Prepare data in excel.

Steps

1. Create a configuration package.

   1. Select the search for page icon in the top-right corner of the page, enter Configuration Packages, and then choose the related link.

   2. In the Configuration Packages page, click + New to create a new configuration package.

   3. In the Code field, enter VENDOR.

   4. In the Package Name field, enter Vendor List.

2. Assign tables and select fields.

   1. On the Tables section of the Config. Package Card, enter a new line as follows.

   2. Open the assist edit button to the right of the Table ID field.

   3. In the window that opens, select the Vendor table and click OK.

   4. Then press ENTER or TAB.

   5. Make sure the vendor table line is selected, select Table and then Fields.

   6. You will be asked to check related tables, click No.

   7. Click on fields again. On the field list page, first select Clear Included, to deselect the Include Field checkbox for all the fields.

   8. Then select the Include Field checkbox for the following fields:

      1. Name

      2. Address

      3. City

      4. Phone No.

      5. Currency Code

      6. Language Code

      7. Country/Region Code

      8. Post Code

   9. The Validate Field checkbox is automatically selected.

   10. Click Close.

3. Export a configuration package to excel.

   1. In the Config. Package Card page, select Export to Excel.

   2. Click Yes to export the configuration package.

4. Prepare data in excel.

   1. Open the exported excel file from the Downloads folder.

   2. Navigate to the Vendors List File. Copy and paste the information as provided by Contoso.

   3. Save the excel file.

Task 2: Import and apply a configuration package

Scenario

When the vendor information is completed, you can now upload the vendor information.

During this process, you want to make sure the data is validated and when missing, the related tables will be automatically updated with newly provided values.

You will perform -

1. Import a configuration package from excel.

2. Apply a configuration package.

3. Resolve package errors.

Steps

1. Import a configuration package from excel.

   1. In the Configuration Packages page, select the new configuration package for vendors and select Manage and then Edit.

   2. In the Config. Package Card page, select Import from Excel.

   3. Click on Click here to browse… and select the excel file that you updated in previous exercise.

   4. Click Open.

   5. Select Import.

2. Apply a configuration package.

   1. In the Config. Package Card page, select Apply Package.

   2. Click Yes to confirm.

   3. Click OK.

3. Resolve package errors.

   1. In the Config. Package Card page, the vendor table line will show a number of errors.

   2. Click on the number in the No. of Package Errors field.

   3. In the error page, select the first record line and click Show Error.

   4. Click Close.

   5. Repeat for all the error records.

   6. Click OK.

   7. In the Config. Package Card page, select the vendor table line and select Table and then select Fields.

   8. Select the Create Missing Codes check box, for the following fields:

      1. Currency Code

      2. Post Code

   9. Click Close.

   10. In the Config. Package Card page, select Apply Package.

   11. Click Yes to confirm.

   12. Click OK.

Task 3: Import and apply a predefined package

Scenario

For the further ease of the labs during the course, you will migrate the data from the default CRONUS USA company within the database.

You will perform -

1. Import and apply a predefined package.

Steps

1. Import and apply a predefined package.

   1. In the Configuration Packages page, click the dropdown next to Import Package, and then select Import Predefined Package.

   2. From the overview list, select the Evaluation package, containing the demo data.

   3. Click OK.

   4. Select the imported configuration package, select Package, and then select Apply Package.

   5. Click Yes to confirm.

   6. A warning appears, where you select the I understand, and want to continue checkbox and click OK.

   7. Click No to any further questions.

   8. Select Create new customer card for School of Fine Art and click OK.

   9. Select Create new customer card for Adatum Corporation and click OK.

   10. Select Create new customer card for Trey Research and click OK.

   11. Click OK.