ERM for CDF-Migration?

Is there any clearer documentation for the CDF-tables such as an ERM or
similar?
i have to migrate a act! 6 database.

i also wonder, if there is a mistake in the acttocdfmapping.xls
i know, that its for act 2006, but also there must be a reference to the
object of an annotation. in the xls there is none and so there cant be one in
the finished migration.
so how can i put a reference on an note?

JohnP
Wed Mar 29 16:33:42 CST 2006

I've been looking at this too but for Goldmine, as I don't want to buy the
Scribe tool. If you launch Data Migration Framework on the crm server, the
help file has a bit more about this. I'll enclose it below. What I'm trying
to figure out now is mapping it to the right record w/the object type codes.

from the help:

Notes
Notes can be migrated for the following entities: Account, Competitor, Case,
Contact, Contract, Invoice, Lead, Opportunity, Product, Quote, and Order. All
notes must be stored in the cdf_Annotation table. For each note in the
cdf_Annotation table, the ObjectId attribute must contain the unique Id for
the record that the note belongs to, and the ObjectTypeCode attribute must
contain the ObjectTypeCode for the entity that the record belongs to.
For example, to migrate a note to a contact record with the unique ID 75, in
the cdf_Annotation table, set ObjectId to 75, and ObjectTypeCode to 2, the
ObjectTypeCode for the Contact entity.

Attachments
Each note record, and each cdf_SalesLiteratureItem record can have one
attachment. No other entities support attachments. To specify an attachment
to a record, enter the local path and filename of the attachment in the
FileName attribute in the cdf_Annotation or cdf_SalesLiteratureItem record.
The attachment itself is migrated: the value in the FileName attribute is
not.

"alax.de" wrote:

> Is there any clearer documentation for the CDF-tables such as an ERM or
> similar?
> i have to migrate a act! 6 database.
>
> i also wonder, if there is a mistake in the acttocdfmapping.xls
> i know, that its for act 2006, but also there must be a reference to the
> object of an annotation. in the xls there is none and so there cant be one in
> the finished migration.
> so how can i put a reference on an note?

alaxde
Thu Mar 30 01:35:01 CST 2006

thank you very much, thats, what i wanted to know ;-)

"John P" wrote:

> I've been looking at this too but for Goldmine, as I don't want to buy the
> Scribe tool. If you launch Data Migration Framework on the crm server, the
> help file has a bit more about this. I'll enclose it below. What I'm trying
> to figure out now is mapping it to the right record w/the object type codes.
>
> from the help:
>
> Notes
> Notes can be migrated for the following entities: Account, Competitor, Case,
> Contact, Contract, Invoice, Lead, Opportunity, Product, Quote, and Order. All
> notes must be stored in the cdf_Annotation table. For each note in the
> cdf_Annotation table, the ObjectId attribute must contain the unique Id for
> the record that the note belongs to, and the ObjectTypeCode attribute must
> contain the ObjectTypeCode for the entity that the record belongs to.
> For example, to migrate a note to a contact record with the unique ID 75, in
> the cdf_Annotation table, set ObjectId to 75, and ObjectTypeCode to 2, the
> ObjectTypeCode for the Contact entity.
>
> Attachments
> Each note record, and each cdf_SalesLiteratureItem record can have one
> attachment. No other entities support attachments. To specify an attachment
> to a record, enter the local path and filename of the attachment in the
> FileName attribute in the cdf_Annotation or cdf_SalesLiteratureItem record.
> The attachment itself is migrated: the value in the FileName attribute is
> not.
>
> "alax.de" wrote:
>
> > Is there any clearer documentation for the CDF-tables such as an ERM or
> > similar?
> > i have to migrate a act! 6 database.
> >
> > i also wonder, if there is a mistake in the acttocdfmapping.xls
> > i know, that its for act 2006, but also there must be a reference to the
> > object of an annotation. in the xls there is none and so there cant be one in
> > the finished migration.
> > so how can i put a reference on an note?

JohnP
Thu Mar 30 02:11:02 CST 2006

I wish there was clearer documentation, but unfortunately I don't think it
exists. Actually, I wish that microsoft would just buy scribe, or at least
imitate it & give us an easy, useful tool to get our existing data into CRM.

The documentation is just as lacking for the Goldmine as Act. But in the
Act, it does say the notes data in act is in the TBL_Accessor & TBL_Note
tables, and it goes into the cdf_annotations schema - same as goldmine. I'm
trying to do the same thing you're doing, but with goldmine. I think the
only way to see the table of the annotation is to open it in SQL Enterprise
Mgr - the excel file won't do much. Determining the object type codes in the
DMF database is located in the help file.

I don't profess to know what I'm talking about & I'm not even sure if I'm
actually answering your questions, so take it all with a grain of salt.
Perhaps someone that actually knows what they're talking about could give us
their thoughts, as I'm just a struggling end-user trying to implement & I
surely don't.

By 'reference to the object', do you mean determining which act contact goes
with what note?




"alax.de" wrote:

> Is there any clearer documentation for the CDF-tables such as an ERM or
> similar?
> i have to migrate a act! 6 database.
>
> i also wonder, if there is a mistake in the acttocdfmapping.xls
> i know, that its for act 2006, but also there must be a reference to the
> object of an annotation. in the xls there is none and so there cant be one in
> the finished migration.
> so how can i put a reference on an note?