{"id":402,"date":"2017-03-20T16:35:56","date_gmt":"2017-03-20T15:35:56","guid":{"rendered":"http:\/\/daxvisionerp.com\/?p=367"},"modified":"2025-10-27T08:37:49","modified_gmt":"2025-10-27T08:37:49","slug":"dynamics-365-tech-conference-upgrade","status":"publish","type":"post","link":"https:\/\/daxvisionerp.com\/home\/dynamics-365-tech-conference-upgrade\/","title":{"rendered":"Dynamics 365 Tech Conference Upgrade"},"content":{"rendered":"<p>This is a draft<\/p>\n<h1>Upgrade<\/h1>\n<p>Upgrade<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"Iq0jucVxFN\"><p><a href=\"https:\/\/daxvisionerp.com\/dynamics-365-tech-conference-general\/\">Dynamics 365 Tech Conference General<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Dynamics 365 Tech Conference General&#8221; &#8212; DAXVision ERP Consulting Ltd.\" src=\"https:\/\/daxvisionerp.com\/dynamics-365-tech-conference-general\/embed\/#?secret=E2mdveJRTj#?secret=Iq0jucVxFN\" data-secret=\"Iq0jucVxFN\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p>Release for R3 2017 july<\/p>\n<p>Register interest on a link shown<\/p>\n<p>Upgrade analysys<\/p>\n<p>Cide upg<\/p>\n<p>Data upg<\/p>\n<p>Upg validation at the end<\/p>\n<p>I will give you a little overview&#8230;<\/p>\n<p>&nbsp;<\/p>\n<p>Data upg is in place<\/p>\n<p>Analyze execute validate<\/p>\n<p>Code upgr estim, upgr analysis tool&#8230;<\/p>\n<p>Give tasks to oroaktively help the upgr already in 2012<\/p>\n<p>Deploy sandbox environment to have first level gapfit a.<\/p>\n<p>&nbsp;<\/p>\n<p>Upgr analyzer<\/p>\n<p>Identify preparation tasks<\/p>\n<p>Lcs diagnistics service based<\/p>\n<p>Example tasks:<\/p>\n<p>Data cleanup<\/p>\n<p>Sql config<\/p>\n<p>Depreciated fratures<\/p>\n<p>Preuphrade checklist<\/p>\n<p>&nbsp;<\/p>\n<p>Sql azure size limitation<\/p>\n<p>Data cleanup &#8211; legitemately remove data wo loosing functionality<\/p>\n<p>What can be deleted,<\/p>\n<p>Edtimated gb you could save us a result<\/p>\n<p>Downtime-moving the data to azure<\/p>\n<p>&nbsp;<\/p>\n<p>Sql config review and suggestipns<\/p>\n<p>Same as at a performance review<\/p>\n<p>&nbsp;<\/p>\n<p>Depr features &#8211; gives suggestions fir alternatives<\/p>\n<p>&nbsp;<\/p>\n<p>Preupgrade checklist : install hot fix<\/p>\n<p>&nbsp;<\/p>\n<p>CODE UPGRADE<\/p>\n<p>LCS service does the code upgrade<\/p>\n<p>Resolvs what it can, creates vsts tasks fir what it can not, prepare report<\/p>\n<p>If you overlayerd a menu, it will create a memuextension<\/p>\n<p><a href=\"Https:\/\/Ax.help.dynamics\/en\/wiki\/configure\" target=\"_blank\" rel=\"noopener\">Https:\/\/Ax.help.dynamics\/en\/wiki\/configure<\/a> and ececute the code upg tile in lifecycle services\/<\/p>\n<p>If there is a compile error, there is no dll, ax does not open<\/p>\n<p>&nbsp;<\/p>\n<p>Apply for free trial and deploy a one box environment in your azure<\/p>\n<p>As an ac2012 user we can analyze before bying a license<\/p>\n<p>&nbsp;<\/p>\n<p>EXECUTE<\/p>\n<p>Perform prep tasks<\/p>\n<p>Perf code upgr-dataupgr<\/p>\n<p>Data cleanup not dev task, via ax client by batch jobs<\/p>\n<p>Sql config- DBA<\/p>\n<p>Preupgr checklist- add users- IT<\/p>\n<p>Depr features-functional<\/p>\n<p>&nbsp;<\/p>\n<p>Code upg- aim for siccesdful compile first<\/p>\n<p>Start with lowest oackage and work ipwards &#8211; start platform, foundation&#8230; they reference each other<\/p>\n<p>&nbsp;<\/p>\n<p>Packages group of midels unit if build dll<\/p>\n<p>Understand model split- jad will be divided to jadsuite, jadplatform etc &#8211; errors come from this<\/p>\n<p>Refactor old code as extensions &#8211; code is upgradeable<\/p>\n<p>&nbsp;<\/p>\n<p>EXECUTE DATA UPGRADE<\/p>\n<p>Preupgrade checklist &#8211; adding UPNs<\/p>\n<p>Dataupg is a deployable package<\/p>\n<p>MajorVersionDataUpgrade package<\/p>\n<p>Upgr scripts are not in the package, they are in ReleaseUpdate x++ classes<\/p>\n<p>Very similar to ax2012 dataupg, batch, and releaseupdate classes<\/p>\n<p>Ax.help&#8230;how to troubleshot upgrade script errors<\/p>\n<p>Skip failed scripts is developer task flag<\/p>\n<p>&nbsp;<\/p>\n<p>Data upg valudation tool<\/p>\n<p>Smoke test-did server components statt? Accessinle? Data there? Gl and inventory reconcile to ax2012?<\/p>\n<p>Tech test<\/p>\n<p>&nbsp;<\/p>\n<p>Appl validation<\/p>\n<p>Chrcklist in lcs upgr methodology<\/p>\n<p>Workspace<\/p>\n<p>Checklist is configurable and prtable<\/p>\n<p>This is the recommended functional test by Microsoft<\/p>\n<p>Func test<\/p>\n<p>&nbsp;<\/p>\n<p>Database schema is almost the same not like 2009 to 2012<\/p>\n<p>&nbsp;<\/p>\n<p>Final steps &#8211; cutover test<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p>Start lcs upgrade project<\/p>\n<p>&#8211; Estimation possible without vsts checkin<\/p>\n<p>Depreciated &#8211; document services \/aif<\/p>\n<p>Form parts replaced<\/p>\n<p>Cue<\/p>\n<p>Previous Vs projects<\/p>\n<p>&nbsp;<\/p>\n<p>At the code upgr take note of data schema changes<\/p>\n<p>&nbsp;<\/p>\n<p>Very similar to earlier process<\/p>\n<p>&nbsp;<\/p>\n<p>Stary with link vsts in lcs proj settings, code upgr tool<\/p>\n<p>Estimation only checkbox<\/p>\n<p>You have your auto upgraded code checked in if not estim<\/p>\n<p>Then you go to visual studio and link to vsts, download code and start work on it<\/p>\n<p>&nbsp;<\/p>\n<p>Replace aif with data entities<\/p>\n<p>Create task guides &#8211; for users and for tests (regression test)<\/p>\n<p>&nbsp;<\/p>\n<p>Upgrade not by layer now &#8211; moving from layer to model concept<\/p>\n<p>&nbsp;<\/p>\n<p>Each object will end up in a package<\/p>\n<p>&nbsp;<\/p>\n<p>Remove sys class modifications?<\/p>\n<p>&nbsp;<\/p>\n<p>You have cust in 3 layers, where will they end up? Depends on the object. Multiple models in multiple packages.<\/p>\n<p>&nbsp;<\/p>\n<p>Suggestion to move the code out from Microsoft packages and move them. Create extensions and create our own packages.<\/p>\n<p>&nbsp;<\/p>\n<p>Ideally, the upgrade will be like for outlook. Next-next-next<\/p>\n<p>&nbsp;<\/p>\n<p>Working on improve what the code upgrade can convert to extensions<\/p>\n<p>&nbsp;<\/p>\n<p>SSRS upgrade doesn&#8217;t upgrade well, manual and option for move to\u00a0PowerBI<\/p>\n<p>&nbsp;<\/p>\n<p>You can still use ssrs<\/p>\n<p>Ssrs upgrade overlayering issue<\/p>\n<p>&nbsp;<\/p>\n<p>Power bi not available for local business data<\/p>\n<p>&nbsp;<\/p>\n<p>Ax2009 data upgrade is migration approach with data entities<\/p>\n<p>&nbsp;<\/p>\n<p>Create user to UPN mapping<\/p>\n<p>&nbsp;<\/p>\n<p>Preupgrade checklist in 2012 &#8211; cam be done anytime<\/p>\n<p>Ad admin does a bulk user export and import as a fole yo ax2012 to create UPN<\/p>\n<p>&nbsp;<\/p>\n<p>Move data &#8211; 2012 db &#8211; bacpac file- Azure sql db<\/p>\n<p>&nbsp;<\/p>\n<p>Replicate business db-repoint the upgraded code to the db-do data upgr<\/p>\n<p>&nbsp;<\/p>\n<p>Init schena-preteq-presynch-dbsynch-postsynch-another dbsynch<\/p>\n<p>&nbsp;<\/p>\n<p>For data upgrade we just need all our tables to be errorfree<\/p>\n<p>&nbsp;<\/p>\n<p>Move code to table extension<\/p>\n<p>&nbsp;<\/p>\n<p>Create a branch for the data upgr team<\/p>\n<p>&nbsp;<\/p>\n<p>When do i need dataupgrade scripts?<\/p>\n<p>At the time of code upgr. Renaming table? Tweaking index?<\/p>\n<p>Field rename<\/p>\n<p>Rename table<\/p>\n<p>Delete table or foeld<\/p>\n<p>Adding or changing unique index<\/p>\n<p>Populate fields<\/p>\n<p>&nbsp;<\/p>\n<p>Spring release will have this<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is a draft Upgrade Upgrade Dynamics 365 Tech Conference General &nbsp; Release for R3 2017 july Register interest on a link shown Upgrade analysys Cide upg Data upg Upg validation at the end I will give you a little overview&#8230; &nbsp; Data upg is in place Analyze execute validate Code upgr estim, upgr analysis [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"1080","footnotes":""},"categories":[1],"tags":[],"class_list":["post-402","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/posts\/402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/comments?post=402"}],"version-history":[{"count":1,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/posts\/402\/revisions"}],"predecessor-version":[{"id":1420,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/posts\/402\/revisions\/1420"}],"wp:attachment":[{"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/media?parent=402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/categories?post=402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/daxvisionerp.com\/home\/wp-json\/wp\/v2\/tags?post=402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}