CPR+ LIF Conversion

Transitioning to LIF?

In order to successfully convert Rock-Pond Reports over to the LIF version, you will need to contact us as soon as possible after deciding to convert. Just as there are changes with your CPR+ system, there will need to be some steps taken to make sure you have the proper reports in place for a smooth transition. To use this process for converting your Rock-Pond Reports to LIF, your company must have no custom reports written by Rock-Pond needing converted and must be on the most recent versions of Rock-Pond Connect and Rock-Pond Information Center. 

Below is a summary of the objectives to convert your Rock-Pond Reports to LIF.  Click through the tabs on this page (Before you start, Initial Steps, After the conversion, Frequently Asked Questions) for a more detailed outline of the process.  As part of this process, Rock-Pond will provide one FREE hour of support.  Any time spent over that hour will be billed in half-day increments of $600.

Before you start...

  • Determine where Rock-Pond Connect and Rock-Pond Information Center is installed.
  • Make sure you are on the most recent versions of both Rock-Pond Connect and Rock-Pond Information Center.
  • Know the connection string for your test and production databases including: server name or IP, username, password, and database name.

Initial steps...

  • Request access from Rock-Pond for the new set of reports and address any questions.
  • Setup an ODBC connection to the new system.
  • Instruct users of the change in report codes from !c2_xxxx to !c3_xxxx.  The c3 reports are the reports designed to work with the LIF system.
  • Validate key reports to make sure no errors occur and there are no discrepancies.

After the conversion...

  • Inform Rock-Pond that the conversion is complete so we can remove access to the old reports.
  • Ask users to remove the old c2 reports from their views.
  • IT is to change all LIF ODBC connections in the Information Center to the production database with the connection set as default

 

 

Before you start...

Here are some important things you will need to know PRIOR to starting the process that will help ensure that the project goes smoothly.  Remember it is very important that you are on the latest versions of Rock-Pond Connect and Rock-Pond Information Center before you begin the conversion.

Rock-Pond Connect:

  • Where is Rock-Pond Connect installed?
  • What is the latest version of Rock-Pond Connect?
  • What version of Rock-Pond Connect do I have?

 

Rock-Pond Information Center:

  • Where is the Rock-Pond Information Center installed?
  • What is the latest version of the Rock-Pond Information Center?
  • What version of Rock-Pond Information Center do I have?

 

Database Connection:

  • What is the connection string to the LIF TEST Database?
    (N/A if already converted to LIF)
    • Server Name or IP
    • Username
    • Password
    • Database Name
  • What is the connection string to the LIF PRODUCTION Database?
    (For reference after conversion)
    • Server Name or IP
    • Username
    • Password
    • Database Name

 

Initial Steps
  1. Once you decide to convert or have already converted from CPR+ to LIF, you will need to inform Rock-Pond in order to give access to the new set of reports and to go over any questions you may have.

  2. LIF1LIF2Your IT department must setup an ODBC connection to the new system. If you have not converted yet, this will be a test system and the connection will need to change one more time after moving LIF to production.  If you have already converted then this connection will be to the current production system.  In order to do this, IT will need to go to the Connection Manager in the Rock-Pond Information Center and setup the new connection and follow the steps to setting up a new data source.

  3. LIF-NewConnectionNow within the Connection Manager, you will want to setup the new connection as the default connection for CPR+ LIF and save the credentials. Doing this allows for easy report running on the correct database and does not allow the user to know the SQL Server username and password.

  4. To verify the connection is setup properly, close out of this window and search for report "!c3_1000". Double click and make sure the report runs without asking for a username and password or you don't get an error saying "No default connection has been identified". If the report runs by simply double clicking you have successfully set up the connection. Now repeat this for each instance of Rock-Pond Information Center in your company.

  5. LIF-reportsYou must instruct all Rock Pond Information Center users of the change in reports they will see and which to use. If you have a system in test then there will be two sets of reports seen by users. If you are already converted then Rock-Pond will remove access to the old reports immediately and users will only see the new set of reports. If there are two sets of reports, users should be instructed to use the CPR+ reports (!c2) for PRODUCTION and (!c3) for TEST reports.

  6. If you have not already converted,  you need to begin validating key reports, such as the Revenue Reports, A/R, Cash, Adjustments, etc.  If any discrepancies are found please contact Rock-Pond immediately.

  7. Next you will need to identify any views users may currently have. These views need to be updated with the latest version of the reports (!c3). If the views are not updated and a user tries to run a report in this view they will get an error.

 

Post Conversion

If you were not already converted to LIF, the following steps will need to be done after CPR+ PRODUCTION is successfully converted to LIF. 

  • On the day you convert to CPR+ LIF, inform Rock-Pond that the conversion was completed and we can remove access to the old CPR+ reports.
  • Inform all users to remove the old (!c2) reports from their views and replace them with their !c3 equivilant.
  • IT is to change all LIF ODBC connections in Rock-Pind Information Center to the PRODUCTION database being sure to keep the connection set as default and update credentials as necessary.
  • You have now completed the Rock-Pond Reporting conversion to LIF.
Frequently Asked Questions

Where is my Rock-Pond Connect located?RPC-location

Rock-Pond Connect is the application that downloads all files necessary to run reports into a centralized repository. Your organization is licensed for one instance of this so it should be on a server or a machine that is always on. All instances of Rock-Pond Information Center should be looking at this same folder to pull the report file templates. One of the easiest ways to help determine where Rock-Pond Connect is located is by looking in the Rock-Pond Information Center at the setting menu and in Rock-Pond Connect tab. Here it will tell you where the files are located. Rock-Pond Connect will be local to this server where the path is mapped.

Where is Rock-Pond Information Center located?

Rock-Pond Information Center can be located in a variety of places. You have unlimited licenses for the application and depending upon your organization structure and security you may have it setup on each user's machine, a set of terminal servers and/or Citrix servers. While Rock-Pond does not have a list of locations for Rock-Pond Information Center we can provide a list of users who are running reports to allow you to reach out to them and find out how they access the application.

rpc2How do I upgrade the applications if I don't have the most recent versions?

For Rock-Pond Connect you will have to locate the application, uninstall and reinstall the newest version. This should only take a few minutes depending on your download speeds. The installation link for Rock-Pond Connect is found by clicking here.  You will need to make sure you have the following information documented: Main Repository Folder (Where report files get downloaded to), Rock-Pond Connect username and password. Rock-Pond can provide you with the username and password if you do not know them. The main folder and username can be found by opening up Rock-Pond Connect.

rpic-updateUpgrading Rock-Pond Information Center is a simple process. In the drop down menu in the top left of the application you can select the "Check for Updates" option. The application will check to see if it is up to date and if it is not download the latest version and install it. If the option does not work, you will have to do a fresh install of the application by using the installation guide located here.