Upgrading to Dynamics AX 2012 R2

Andrew JewsburySenior Program ManagerMicrosoft Corporation

BRK325

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Session Focus

Key Takeaway #1

Understand new R2 upgrade

features

Key Takeaway #2

Requirements and Process for

In-place upgrade

Key Takeaway #3

Review Key Upgrade Best

Practices

Repeatable Process Continuity

New features

GLS countries

In-place Upgrade

Proscriptive Checklist

Partitioning

Challenges

Isolated data continuity

Concepts and Definitions

Source-to-Target upgrade modelParallel execution of data copy, data transformations & sync-on-the-fly to the target AX 2012

In-place upgrade systemA new upgrade approach to allow upgrade on existing source AX 2012 RTM system

PartitioningA logical barrier that isolates its business data from other partitions 

Global Region Support

Global Region Support

APACChina, Japan, India

Eastern Europe

Latin America

Upgrade In Place

Key Differences

From AX 4/2009 onlyNew HardwareBCP~2500 Target ScriptsCan upgrade into multiple partitionsFast database synchronization

Source-to-TargetFrom AX 2012 onlyExisting HardwareNo BCP~50 Upgrade ScriptsOnly upgrade into a single partitionLonger database synchronization

Upgrade in-place

Sematic Live on R2 via Upgrade In Place

In-place Upgrade Processes

Createtest

system

Create development

system

Upgradecustomermodels

Testdata

upgrade

Upgradeproduction

system

AX 2012 or 2012 FPProduction system

ClientsAOS, Help, EP, etc.

AX database

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

SLN (Microsoft)

FPK (Microsoft)

GLS (Microsoft)

SYS (Microsoft)

Code layers

Busi

ness

dat

a

AX 2012 or 2012 FPTest system

ClientAOS, Help, EP, etc.

Busi

ness

dat

a

AX database

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

SLN (Microsoft)

FPK (Microsoft)

GLS (Microsoft)

SYS (Microsoft)

Code layers

Duplicate the production system

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

SLN (Microsoft)

FPK (Microsoft)

GLS (Microsoft)

SYS (Microsoft)

Code layers

AX 2012 or 2012 FPTest system

ClientAOS, Help, EP, etc.

Busi

ness

dat

a

AX database

AX 2012 R2

installer

AX 2012 R2 models from

Microsoft

ClientAOS, Help, EP, etc.

AX 2012 R2Test system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

Model store

LayerscontainingupgradedMicrosoft

models

Business data

Busi

ness

dat

a

AX database

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

Model store

AX 2012 R2

installer

ClientAOS, Help, EP, etc.

AX 2012 R2Test system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

Model store

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

SQL Servermodel store backup

Business data

Back up

ClientAOS, Help, EP, etc.

AX 2012 R2Development system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

Model store

ClientAOS, Help, EP, etc.

AX 2012 R2Test system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (customer)

CUS (customer)

VAR (customer)

ISV (customer)

Model store

Business dataBusiness data

Duplicate the test system

ClientAOS, Help, EP, etc.

AX 2012 R2Development system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

Model store

ISV

VAR

CUS

USR

Business data

1

2

Deleted models

VAR

CUS

USR

Models

`Models

Models

ClientAOS, Help, EP, etc.

AX 2012 R2Development system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

Exported ISV models

Models

ISV layer (2012 R2)

Export

1 2

Run code upgrade checklist

Business data

ClientAOS, Help, EP, etc.

AX 2012 R2Development system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

Model store

ISV (2012 R2)

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR

CUS

VAR

ISV

Model store

Model store backup

RestoreVAR

CUS

USR

Business data

ClientAOS, Help, EP, etc.

AX 2012 R2Development system

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR

CUS

VAR

ISV (upgraded)

Model store

Upgraded ISV model filesImport

Business data

Export newly upgraded models.

1

2

3

6

5

4

Starting with step 1, repeat for each

layer, working from lowest to

highest.

Run code upgrade checklist

Restore model store from backup.

Delete models in layers above

working layer.

Models

Working layerAssign the working

layer.

Import upgraded

models into their

layers.

AX 2012 R2Development system

ClientAOS, Help, EP, etc.

AX 2012 R2Test system

Model store

Restore

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

SQL Server model storebackup (upgraded)

Business data

ClientAOS, Help, EP, etc.

AX 2012 R2Test system

Model store

Run data upgrade checklist

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

Business data

AX 2012 or 2012 FPProduction system

ClientsAOS, Help, EP, etc.

Enter single-user mode

Busi

ness

dat

a

AX database

USR

CUS

VAR

ISV

SLN

FPK

GLS

SYS

AX 2012 or 2012 FPProduction system

ClientAOS, Help, EP, etc.

Replace Model Store and Split

DB

AX 2012 R2

installer

Model store

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

Business data

AX 2012 or 2012 FPProduction system

ClientAOS, Help, EP, etc.

Model store

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

Business data Run data upgrade checklist

AX 2012 or 2012 FPProduction system

ClientAOS, Help, EP, etc.AX 2012 R2 AOS, client, and other

components

AX 2012 R2

installer

Model store

SLN (2012 R2)

FPK (2012 R2)

GLS (2012 R2)

SYS (2012 R2)

USR (2012 R2)

CUS (2012 R2)

VAR (2012 R2)

ISV (2012 R2)

Business data

In-place Upgrade Requirements

No 2012 RTM component can co-exist with R2 Must upgrade all components, there is no backward compatibility

(AOS/Client/Servers …)

Table per type mode is only for upgrade Controlled by a Stored Procedure installed during upgrade

Must upgrade to cumulative update 3 (CU3) before you move to R2

Recommend that production environment is running in CU3 before you upgrade to R2

Must keep IDs the same between 2012 RTM and R2Must upgrade your own custom schema and metadata

Key R2 Upgrade Features

Key R2 Upgrade Features

Proscriptive Checklist ChangesCode Upgrade ToolTable per type (TPT) v Table per hierarchy (TPH) modes

- “Register for Upgrade” puts you in TPT mode- Final Checklist item puts you in TPH mode

Reduced downtime windowKeeping Legacy ID Upgrading into Partitions

Upgrading into Partitions

C2

Virtual Company

P1

Upgrade

AX 4/2009

AX 2012 R2

P2

C3 C4

C2

Virtual Company

C3 C4

C1

C1

Partition Aware Data Upgrade Scripts

Script Type How it is executed

Number of script instances scheduled in the batch for

each script

StartScript, SharedScript, FinalScript Global, across all companies in all

partitions. 1

StandardScript Per company/per partition.

Number of companies (Notice that there is a DAT company in

every partition)

PartitionStartScript, PartitionScript, PartitionFinalScript

 Per partition, cross companies in each

partition. Number of partitions

Upgrade Best Practices

Code Upgrade Best Practices (1/4)Investigate your features to see which ones are to carry

forward

Understand the Microsoft changes that impact your

upgrade

What new features replace your existing ones

What features are not used often (UI Elements)

Code Upgrade Best Practices (2/4)Complete the lowest layer upgrade first before moving to the next highest layerWork with ISVs and VARsUpgrade in dependency order

Fix your schema first, then code, then UI

Enum EDT Table Code UI

Code Upgrade Best Practices (3/4)Always click “Register for Upgrade” This installs a stored procedure to run AX in a TPT mode

Always be in a TPT database mode for code upgrade Always be in a TPH database mode in productionAlways follow the checklist stepsNever do preprocessing then import the AOD’s for code upgrade

Code Upgrade Best Practices (4/4)Never use xpo export/import for upgrades

If xpo absolutely required, make sure you keep IDs

Never delete Data Dictionary elementsUse SYSDeletedObjects

If absolutely required only delete metadata on targetSYSDeletedObjects62 is ONLY for In-place upgradeExisting 6.0/R1 license does not work in 6.2

Need the 6.2 license

Data Upgrade Best Practices (1/3)Complete Code UpgradeAlways click “Register for Upgrade” Installs a stored procedure to run AX in a TPT database mode

Always be in TPT database mode for data upgradeAlways be in a TPH database mode in productionResolve all production readiness errors Back up Database after each step!

Data Upgrade Best Practices (2/3)Always follow the checklistOnly perform Upgrade Readiness in production AFTER a successful complete end to end test run

Use the state transfer tool to reuse work

SQL Profiler and AX Performance Analyzer are useful for debugging performance slowdowns

Run through cleanup routines in some Periodic menus (e.g. SalesParam/PurchParm)

Database Upgrade Best Practices (3/3)Oracle Upgrade - Use Oracle to SQL migration toolDo not purge / leave behind companies

Upgrade all companies at once

Purge and Archive data via Intelligent Data Management Framework before upgradePlan at least two full test runs that are successful prior to running the live upgrade

You will have multiple test runs before the final oneCreate a list of post-upgrade validation tasks and plan how they will be tested

Related Sessions BRK313: Understanding Data Partitions in Microsoft Dynamics AX 2012 R2

Top tips from this sessions

Upgrade ContinuityContinuity provided from 6.0 to R2 and GLS to R2 scenarios

Partition UpgradeMove data into the correct partition to maintain business data isolation

Prescriptive UpgradesDetailed steps for a successful upgrade

PerformanceImproved performance to minimize your downtime

Best PracticesFollow best practices for a successful upgrade

Learn with Hands-on ExperienceFinancial Management:This ILL will lead you through the processes in Dynamics AX of the company consolidation and elimination business process.  You will also have the opportunity to work with the new budgeting features available in Dynamics AX 2012 R2. 

Managing Customer Returns:Get hands on experience on how to process a customer return in Dynamics AX 2012 R2.  You will start with process of creating a Sales Quotation and end with sending  receiving the Returned items back into inventory. 

Retail:This ILL this help you gain better awareness about how to design the till layout that should be pushed down to the store terminals, you will also have the opportunity to complete other retail business processes. 

Security:Interested in learning how to import users from Active Directory, assigning user roles, creating new roles, and also how to identify which roles need to be assigned in order to complete certain business functions?   

Implementing Workflow:During this ILL you will learn how to setup a workflow and use this business function to create HR positions and complete other functions within the HR module.

Instructor Led Labs

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.