Migrating data from InterSystems Cache to Excel(.xls; .xlsx)

This guide walks you through migrating data from InterSystems Cache to MS Excel in a few simple steps using ESF Database Migration Toolkit. Simplify complex migration tasks and save valuable time with our streamlined approach.

InterSystems Cache vs. MS Excel:

InterSystems Cache is a high-performance object database management system and rapid application development environment designed for transactional applications. It offers a powerful database engine coupled with a robust set of development tools, making it suitable for building scalable, data-intensive applications in healthcare, finance, and other industries. Cache excels in handling complex data structures and large volumes of data while providing real-time analytics and seamless integration capabilities. Its advanced features include support for SQL, object-oriented programming, web services, and interoperability with various programming languages, making it a versatile solution for modern application development needs.
Microsoft Excel is a powerful spreadsheet software developed by Microsoft, widely used for organizing, analyzing, and visualizing data. It offers a wide range of features including calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications (VBA). Excel enables users to create complex formulas, perform data analysis, and generate professional-looking charts and graphs. It is extensively utilized in various fields such as finance, accounting, engineering, and data analysis for its versatility and ease of use.

Prerequisite:

Software Required:

DMToolkit_x64.zip (63.6 MiB)	64-bit Windows application for ESF Database Migration Toolkit 12.2.08 (2025-07-11). (md5: e93a0ef57622bfd8ee77d6aa6e38c13b)
DMToolkit_win32.zip (58.8 MiB)	32-bit Windows application for ESF Database Migration Toolkit 12.2.08 (2025-07-11). (md5: bd34cb7f73c88c6d0c7a44069ad756d6)

System Supported:
- Windows 7 or higher.
- InterSystems Cache 2015.1 or higher.
- MS Excel 97 or higher.

Step by Step Wizard:

Connect to InterSystems Cache
- In the "Choose a Data Source" dialog:
  - Select "InterSystems Cache"
- Enter connection parameters:
  - Server name: localhost (default)
  - Port number: 1972 (default)
- Provide authentication:
  - Username: _system (default)
  - Password associated with the account
- Load database options:
  - Click the Refresh Database button
  - Select target database from the list
- Load schema options:
  - Click the Refresh Schema button
  - Choose desired schema
Fig. 1: InterSystems Cache data source configuration
Microsoft Excel Destination Configuration
- In the "Choose a Destination" dialog:
  - Select "Microsoft Excel(*.xls;*.xlsx)"
- File selection:
  - Click the "..." button (Browse)
  - Select your target Excel file (.XLS or .XLSX format)
Fig. 2: Microsoft Excel destination configuration
In "Select Source Table(s) & View(s)" Dialog
- Select migration objects: Choose tables or views to include in the migration.
  
  Fig. 3: Select tables and views
- Modify table structure: Click the ellipsis (...) button to access table options and schema adjustments.
  
  Fig. 4: Do transform
- Configure field mapping: In the Field Mapping options:
  - Customize destination fields (name, data type, default value, comments)
  - Select data transfer method:
    - Overwrite Table (replace existing data)
    - Empty Data (truncate before insert)
    - Append Data (add to existing data)
    - Skip Table (exclude from transfer)
  - Apply data filters before transfer
Execution Dialog
- Start migration: Click "Submit" to initiate automated data transfer from InterSystems Cache to MS Excel.
  
  Fig. 5: Execute migration
- Monitor progress: Click "Browse Log" for real-time migration tracking, including issue resolution details.
- Save configuration: Click "Save as job" to store settings for:
  - Quick reloads of migration jobs
  - Command-line execution (use: dmtc.exe --help for parameter options)
Finished!

After migration completes, the toolkit generates a comprehensive report for verifying migration accuracy. You can monitor progress as the automated process runs efficiently. For any questions or feedback, contact us – our team is ready to assist.