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  • Microsoft Dynamics AX 2009 Upgrade Guide

    Microsoft Corporation

    Published: November 2009

  • Microsoft Dynamics AX 2009 Upgrade Guide 2

    Microsoft Dynamics is a line of integrated, adaptable business management solutions that

    enables you and your people to make business decisions with greater confidence. Microsoft

    Dynamics works like and with familiar Microsoft software, automating and streamlining financial,

    customer relationship and supply chain processes in a way that helps you drive business

    success.

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    www.microsoft.com/dynamics

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  • Microsoft Dynamics AX

    Microsoft Dynamics AX 2009 Upgrade Guide 3

    Table of Contents

    Check for updated upgrade information .......................................................................................... 5

    Introduction to upgrade .................................................................................................................... 6

    Supported upgrade paths ............................................................................................................. 7

    System requirements ................................................................................................................... 8

    Quickstart: Upgrade from Microsoft Dynamics AX 3.0 ................................................................. 8

    Quickstart: Upgrade from Microsoft Dynamics AX 4.0 ................................................................. 9

    Improvements to the upgrade process ...................................................................................... 10

    Best practices for upgrading ...................................................................................................... 12

    Before you upgrade ....................................................................................................................... 14

    Upgrade tasks for supported upgrade paths .............................................................................. 15

    Set the appropriate user permissions ........................................................................................ 16

    Back up your data ...................................................................................................................... 18

    Clean up your data ..................................................................................................................... 19

    Copy your existing application files ............................................................................................ 21

    Prepare Axapta 3.0 data for upgrade to Dynamics AX 2009 ..................................................... 22

    Upgrade to 64-bit record ID fields ........................................................................................... 23

    Left-justify database columns ................................................................................................. 24

    Create a new database ........................................................................................................... 25

    The Microsoft Dynamics AX DB Upgrade Preparation tool .................................................... 26

    Upgrade Team Server ................................................................................................................ 29

    Upgrading to Microsoft Dynamics AX 2009 ................................................................................... 30

    Install Microsoft Dynamics AX before you upgrade ................................................................... 31

    The Upgrade checklist ............................................................................................................... 34

    The Data Upgrade Cockpit ......................................................................................................... 35

    Prepare to upgrade .................................................................................................................... 39

    Compile the application (Upgrade) ......................................................................................... 40

    Provide license information ..................................................................................................... 41

    Time zones and upgrade ........................................................................................................ 43

    Set time zone for upgraded data ............................................................................................ 43

    Set customer feedback options .............................................................................................. 44

    Detect customization conflicts ................................................................................................ 44

    The Compare tool ................................................................................................................... 47

    How to: Compare Two Application Objects ......................................................................... 48

    How to: Compare Versions of an Object ............................................................................. 49

    How to: Compare Application Object Layers ...................................................................... 50

    Test the system after code upgrade ....................................................................................... 52

    Create virtual companies for global address books ................................................................ 53

  • Microsoft Dynamics AX

    Microsoft Dynamics AX 2009 Upgrade Guide 4

    Upgrade your data...................................................................................................................... 55

    Improving data upgrade performance..................................................................................... 56

    Presynchronize your database ............................................................................................... 56

    Synchronize your database .................................................................................................... 57

    Postsynchronize your database .............................................................................................. 57

    Test the system after data upgrade ........................................................................................ 58

    Finalize upgrade ......................................................................................................................... 58

    Configure system accounts .................................................................................................... 59

    Upgrade Enterprise Portal ...................................................................................................... 61

    Specify Role Center Web site ................................................................................................. 63

    Upgrading AIF ......................................................................................................................... 64

    Additional upgrade tasks ............................................................................................................ 65

    Application upgrade notes ............................................................................................................. 67

    Upgrade notes affecting all modules .............