Upgrade Process

Upgrade Process

Following are the steps in order to upgrade AX 2009 to 2012

Preprocessing upgrade checklist

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AOD code upgrade checklist

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Model code upgrade checklist

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Data upgrade checklist

  Source System steps:

Prerequisite  Steps

1.Verify that you have the proper amount of space on your source and target system hard drive and in your database transaction log.

2. Ensure that Microsoft SQL Server is configured for the highest possible performance and throughput.

3. Clean up Data

4. Activate multisite functionality for each and every company when you upgrade from Microsoft Dynamics AX 2009 to Microsoft Dynamics AX 2012 before installing Upgrade  XPO . (For activate follow the path Administration  > Setup ->System > Multisite activation) 

5. Trade and Logistics licenses after you upgrade if configuration key enabled for source system.

6. Before you upgrade, if you are using virtual companies you must make the following changes to their configuration:  Make sure that the inventory dimensions table is not shared.  Make sure that tables that contain inventory dimension fields are not shared.

7.You will import the preprocessing XPO into the USR layer on the Microsoft Dynamics AX source system.

8. Be sure to back up your application files (*.aod) and label files (*.ald) before you import the preprocessing XPO

9. It is advisable to make sure that the Application Object Directory (AOD) is synchronized with the Microsoft Dynamics AX database schema before you begin to import of the XPO.

10.Install ALD files which are in DatabaseUpgrade\ALD path to C:\Program Files\Microsoft Dynamics AX\50\Application\Appl\Standard\ (Stop services before copy ALD file)

11.Import XPOs which  are in DatabaseUpgrade\XPO path(clear with id check box option at the time of import)

Prerequisite Steps for Target System

1.  Create a folder with name Old which is used to store AOD files in AX 2012in the folowing location %programFiles%\Microsoft DynamicsAX\60\Server\<AOSInstance Name>\bin\Application\Appl\standard

2. Copy all the AOD files in Old folder even for Microsoft Layer

3.If you have customized in folowing layer than rename with new one

      axbup.aod->axisp.aod,axbus.aod->axisv.aod,axsl3.aod->axslp.aod,axsl2.aod->axsln.aod,

axsl1.aod->axfpp.aod,axhfx.aod->axfpk.aod


Steps on Target System:

1. Open check list and path is /System Administrator/Setup/Code Upgrade check list



AOD code upgrade check list redio button is used for upgrade from AX 4.0 or AX 2009 to AX 2012 and Model code upgrade check list is used when source and target both are in AX 2012
2. Once click on ok it redirected to folowing check list




3. For compliting above check list we have to complete following steps
4. Click on Import Microsoft AOD files into the base line model store and import AOD files starting form lower layers(from SYS) to upper layer one by one
5. Click on Import AOD files into base line model store and select lowest layerfirst which you want to upgrade

       6.Copy AOD files that you want to upgrade in the folowing location
          %ProgramFiles%\Microsoft Dynamics AX\60\Server\<AOS instance name>\bin\Application\Appl\Standard
Note:Do not copy Microsoft layers AOD in above locationand follow layer rename convention if you customized in the layer which does not exist in target system as discussed above in prerequisite for target system
7.Click on import AOD files into new model stores(make sure that model did not create already otherwise you have to delete model first then import model which you want to upgrate )
8.if you have't object in user layer then don't import user model since it hase all xpo in it .



 9.Restart AOS after importing each model
10. Import label files
11.Click on Detect code upgrade conflicts on check list and checked check box Record and table ID referencdes as shown in folowing figure

Note: How to untall a model

 A. open command promt and navigate directory %ProgramFiles%\Microsoft Dynamics AX\60\ManagementUtilities

 B. Type  axutil delete /model:<name>

 C. Press enter

Start Preprocessing check list

You install the framework for the Preprocessing upgrade checklist in the USR layer of the Microsoft Dynamics AX source system by importing an XPO file.

To start checklist Expand Shared Project and locate Ax50PreUpgradeFramework,  Right-click it, and click Open.
and run menu item SysCheckList_PreUpgrade50

Process flow to Execute check list on source System

1.      Prepare for upgrade

Check upgrade readiness

 View and fix upgrade readiness issues

Initialize preprocessing)

                 ↓

2.      Prepare application data for preprocessing

System parameters

 Set up number sequence for upgrade

 Company priority setup

 Update country/region codes

 Map country/region codes

 Default country/region

 Prepare financial dimension framework for upgrade

 Map fixed asset calendars

 Prepare currencies for upgrade

 Inventory dimension group upgrade

 Product upgrade (preprocessing)

 Configure site structure

 Map task groups to capabilities

 Product Builder Route

 nodes upgrade 

 Units

 Unit conversions

 Fixed units

 Unit texts

 About purchase order upgrade

 User relations upgrade - invalid company users

 User relations upgrade missing contact person

 User relations upgrade duplicate user IDs

Select which employee number to upgrade

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     3. Preprocess data on live system

 Run live preprocessing scripts

 Country/region upgrade

 Party upgrade

 Run delta preprocessing scripts

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4.      Preprocess data in single-user mode

Enter into single-user mode

 Run single-user mode preprocessing scripts