There isn't any way to schedule reports to email using the out of the box, tool. I'm sure you could build it. You might also look into a third-party product by APOS. This might be moot, however, since my sales rep said Crystal Enterprise 8.5 (allegedly to be released at the end of March) now allows you to schedule to different formats such as email, excel, etc...
CE has a tool to import folders/users/groups or any combination of the above from the following platforms (Crystal Info 6, Seagate Info 7/7.5, CE8). The tool is incredibly easy to use.
As to performing the upgrade. The implementation of the software isn't that difficult. I'm actually doing this right now (for a client). The key to the upgrade, as with many applications, lies in the configuration and deployment plan. You should be asking questions as follows:
How are you going to manage users?
What about security?
Intranet only or Internet? Firewalls or proxies?
Use E-portfolio out of the box or design your own interfaces?
Is your staff familiar enough with web-based languages such as ASP, VBScript, JavaScript?
Will your reports be managed or unmanaged?
Server configuration? Small, Medium or Large environment? What are the hardware requirements?
E-portfolio installs with the product and is a very application. Its the easiest type of deployment, however, its not without its foibles. You will still need to make some configuration changes to the default scripts based on your own needs (for example, I modified a script to allow the menu bar to appear when viewing a report in Excel format - it was worthless without because you couldn't save it or print it). You may also need to push down an additional registry key to allow users to view reports from the Instance History form in RTF format (CD blames Microsoft, but they could have included the MIME key in their installation).
Hope these answers and random thoughts help
