1. September 12-14, 2018
Raleigh, NC

2. Migration – Moving From 4 to 5
Evan Culler
Software Developer

3. Overview How to migrate Best Practices Differences Between 4 and 5
Demo
Q&A

4. How To Migrate Informer 4 Packages
Add Informer 4 entities you want to migrate to an Informer 4 package
Download the package
Drag into an Informer 5 web page

5. Recommended Import Processes
Report Migration
Why use this approach?
Best for a slower transition with thorough testing
Allows users to continue to work in i4 while migrating to i5
Have users tag reports they use with a Migration tag
Package tagged reports and import them
If a user misses a report they can add the tag and generate a new download link for the package
When importing a package with reports that have already been imported Informer 5 only keeps the report that was updated most recently.

6. Recommended Import Processes
Datasource Import
Why use this approach?
Have all of your mappings, fields, and links ready to go
Gives you a chance to optimize reports for i5
Don’t use if…
Your Informer 4 instance has a lot of mapped tables and fields that you won’t be reporting off of
Add datasources you use for reporting to an i4 package
Build new reports or use Informer 4 as a reference to build reports

7. Recommended Import Processes
Combined Approach
Why use this approach?
You want all mapped tables, properties and links to migrate and you also want to migrate specific reports.
Start with a datasource migration outlined in the previous slide
Then use the Report migration approach to bring over any reports you would like bring.

8. New Informer New Approach
Optimizations to handle larger queries
Leverage New Technologies
Post query filtering
Consolidate reports by selecting more data and applying post query filters
Example: Report A selects orders from 1997 Report b selects orders from 1998
Create a report that selects orders from 1997 and 1998 and create separate filters for 1997 and 1998

9. New Informer New Approach
I5 to I4 Parity
Currently there are still some features in 4 that have not been implemented in 5 and will not migrate. We will continue updating migration to support these features as they are added
Mappings Suites, Code Files, and Queries with Sub Selects
Security
Informer 5 has implemented a new security model that is not compatible with Informer 4s. Users and Groups will migrate but the security associated with them will not

10. Identifying Migration Candidates
Informer 4 Launch Audit
Check what reports are being run
Informer 4 Derby Package
Provides useful reports on Informer 4’s metadata

11. Questions?