Microsoft Dynamics AX 2009 Upgrade Process Diagrams

Microsoft Corporation Published: January 2009

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Introduction
This document provides an overview of the upgrade process. It is divided into the following sections. Overview The section displays a high-level view of the upgrade process for development, test, and production environments. Development environment In the development environment, the partner/developer upgrades code, and performs the initial database upgrade. If Enterprise Portal also is being upgraded, Enterprise Portal code is upgraded at this point. Note: The partner may be using Team Server to manage version control. Test environment The test environment is created when the partner creates an environment that mirrors the production environment. This may mean setting up AOS load balancing, installing and configuring the new recommended components (such as Role Centers, Workflow, Analysis Services extensions and Reporting Services extensions) and installing any additional components requested by the customer. In this test environment, the partner performs a database upgrade, optimizes for performance, imports upgraded code, and tests that the system is running well. Production environment In the production environment, the partner performs a database upgrade, and may use strategies that optimize data upgrade performance. The partner moves upgraded code to the environment. The partner then brings the production environment online. This may mean setting up AOS load balancing, installing and configuring new recommended components (such as Role Centers, Workflow, Analysis Services extensions, and Reporting Services extensions), and installing any additional components requested by the customer. The partner validates that the system is running well, and deploys clients for all users.

Overall Upgrade Process for Microsoft Dynamics AX 2009

Key:

Optional step

Required step

Upgrade in development environment

Prepare for upgrade

Install a core system

Upgrade code (include Enterprise Portal, AIF, BC, BizTalk if upgrading those items)

At this stage, your code is upgraded, and your initial development environment upgrade is complete

Upgrade in test environment

Prepare for upgrade

Install a core system

Copy upgraded & old layers file from dev environment to test environment

Upgrade data

Multisite activation

Standard cost conversion (Multisite activation required)

Set up load balancing and clustering

Install required components

Install additional and integration components

Configure recommended, additional, integration components

Post-upgrade data validation testing

Benchmark and test system performance

Prepare and test client deployment

Upgrade in production environment

Prepare for upgrade

Install a core system

Copy upgraded & old layers file to production environment

Upgrade data

Multisite activation

Standard cost conversion (Multisite activation required)

Set up load balancing and clustering

Install required components

Install additional and integration components

Configure recommended, additional, integration components

Post-upgrade data validation testing

Benchmark and test system performance

Deploy clients

Note: Multisite activation can also occur after completing the upgrade process.

Upgrade Process for Microsoft Dynamics AX 2009 Development Environment

Key:

Optional step

Required step

Prepare to upgrade

Back up all databases and application files

Review and use appropriate optional steps and cleanup data for improving data upgrade performance

Microsoft Dynamics AX 3.0 upgrade only Left justify: PrivateProject_LeftJustified.xpo 64 bit ReciD conversion: PrivateProject_upgradeColumnList.xpo DB Prep tool: [Link] Enterprise Portal upgrade only: Import all Web objects from SharePoint into the AOT

Install a core system

(Multiple computers or single computer)

Install application files and Application Object Server (AOS); and dont start AOS

Install a client

Prepare your development environment

Copy existing application files from SYS and GLS (*.aod, *.ahd, *.ald, *.add, *.khd ) to \Microsoft Dynamics\5.0\Application\ Appl\<<instancename>>\Old

Copy existing application files (*.aod, *.ahd, *.ald, *.add, *.khd ) from all layers above the LOS layer ( BUS, VAR, CUS, USR, and respective patch layers) to \Microsoft Dynamics\5.0\Application\Appl\ <<instancename>>

Export any customization in DIS/LOS layers from source system AX XPO

Delete index file ([Link]) from standard directory

Install or upgrade Team Server (required if you used VCS in 4.0)

Open the client and complete steps in the Upgrade Checklist

Upgrade code
(Code upgrade can be performed by multiple users in multiple clients)
Start the AOS

Compile Load License Presynchronize & Synchronize or launch AOT (CTRL+D) and Syncrhonize Detect code conflict (launches process for Code Upgrade Project)

Import XPO of DIS/LOS customization into AX 2009 system

Work through code conflict resolution in the upgrade project

Compile code when all conflict resolutions are resolved

Test

Install Role Centers and Enterprise Portal

(If upgrading Enterprise Portal)

Install .NET Business Connector

Install Role Centers and Enterprise Portal (and IIS, WSS)

Install Analysis Services extensions

Install Reporting Services extensions (and IIS)

Upgrade your Enterprise Portal code

Enterprise Portal: Import all Web objectrs from SharePoint into the AOT

Compare upgraded code in Web controls, pages, and other objects in AOT

Merge code changes in AOT

Compile code

Be sure you have completed steps in the Upgrade Checklist

Finalize Enterprise Portal upgrade

Configure Home Page sites

Install or upgrade Enterprise Portal site

Test

Push changes to production server

Install integration components

(If upgrading BC, AIF or BizTalk)

Install .NET Business Connector (Not necessary if already installed during the Enterprise Portal or Role Centers installation)

Install AIF Web services

Install BizTalk adapter

Install/upgrade ISV/third party integration components Configure Analysis components

(after finalizing configuration and license keys)

Upgrade legacy/ISV/ integration code

Test

Configure Analysis

Configure Reporting

Configure default cubes and Role Centers to Microsoft Dynamics AX configuration and license keys

Configure Role Centers & Enterprise Portal

Workflow development

Install .NET Business Connector

Install Workflow (and IIS)

Upgrade Process for Microsoft Dynamics AX 2009 Test Environment

Key:

Optional step

Required step

Prepare to upgrade

Back up all databases and application files

Review and use appropriate optional steps and cleanup data for improving data upgrade performance

(Microsoft Dynamics AX 3.0 upgrade only) Prepare your Microsoft Dynamics 3.0 database Left justify: PrivateProject_LeftJustified.xpo 64 bit ReciD conversion: PrivateProject_upgradeColumnList.xpo DB Prep tool: [Link]

Enterprise Portal upgrade only: Import all Web objects from SharePoint into the AOT

Install a core system

(Multiple computers or single computer)
Install application files

Microsoft Dynamics AX 3.0: Install an Application Object Server (AOS): and point to prepared Microsoft Dynamics AX 3.0 database * Dont start the AOS.

Microsoft Dynamics AX 4.0: Install an Application Object Server (AOS): and point to existing Microsoft Dynamics AX 4.0 database. Dont start the AOS.

Install a client

Copy in upgraded code

Copy all upgrade code files from development environment to \Microsoft Dynamics\5.0\Application\Appl\ <<instancename>>

Delete index file ([Link]) from standard directory

Copy upgraded EP files in right directory

Upgrade data

Start the AOS

Open the client and run through ALL the Upgrade Checklist items

Post-upgrade data validation

Benchmark and test data upgrade performance (repeat data upgrade process as necessary to meet performance goal)

Disable the Keep update Objects configuration keys for 4.0 and 4.1

End-to-end application testing

Activate Multisite/ Standard Costing

Locate custom objects using field InventDimID

Define Site structure

Run the Multisite Activation Readiness report

Run Multisite Activation wizard

Test

Complete Standard Cost conversion process (Multisite activation required)

Set up core system load balancing and clustering

Set up database clustering

Install multiple AOSes

Set AOS load balancing. Set AOS batch processing.

Install required components

Install .NET Business Connector

Install Role Centers and EP (and IIS, WSS)

Install Workflow (and IIS)

Install Analysis Services extensions

Install Reporting Services extensions (and IIS)

Install additional components

(Single or multiple computers)

Install Project Synch Service (and MSMQ)

Install Project Synch proxy

Install reporting tools

Install Planning Service for EP

Install Planning Client

Install integration components

(Single or multiple computers)

Install .NET Business Connector

Install AIF Web Services

Install BizTalk adapter

Configure components (Basic module)

Order recommended, not required

Configure Workflow

Configure Analysis and deploy configured default cubes

Configure Reporting

Configure Role Centers & Enterprise Portal

Configure Planning Service for Enterprise Portal

Configure Project Synch

Prepare and test client deployment

Create configuration file (AXC) for clients

Create script for Setup

Test setup script using mass deployment tool

Upgrade Process for Microsoft Dynamics AX 2009 Production Environment

Key:

Optional step

Required step

Prepare to upgrade

Back up all databases and application files

Review and use appropriate optional steps and clean up data for improving data upgrade performance

Microsoft Dynamics AX 3.0 upgrade only Left justify: PrivateProject_LeftJustified.xpo 64 bit ReciD conversion: PrivateProject_upgradeColumnList.xpo DB Prep tool: [Link]

Install a core system

(Multiple computers or single computer)
Install application files

Microsoft Dynamics AX 3.0: Install an Application Object Server (AOS) and point to prepared Microsoft Dynamics AX 3.0 database * Dont start the AOS.

Microsoft Dynamics AX 4.0: Install an Application Object Server (AOS) and point to existing Microsoft Dynamics AX 4.0 database. Dont start the AOS.

Install a client

Copy in upgraded code

Copy all upgrade code files from development environment to \Microsoft Dynamics\5.0\Application\Appl\ <<instancename>>

Delete index file ([Link]) from standard directory

Copy upgraded EP files in right directory

Upgrade data

Start the AOS

Open the client and run through ALL the Upgrade Checklist items

Post upgrade data validation

Benchmark and test data upgrade performance (repeat data upgrade process as necessary to meet performance goal)

Disable Keep update Objects configuration keys for 4.0 and 4.1

End-to-end application testing

Activate Multisite

Locate custom objects using field InventDimID

Define Site structure

Run the Multisite Activation Readiness report

Run Multisite Activation wizard

Test

Complete Standard Cost conversion process (Multisite activation required)

Set up core system load balancing and clustering

Set up database clustering

Install Multiple AOSes

Set AOS load balancing. Set AOS batch processing.

Install required components

Install .NET Business Connector

Install Role Centers and Enterprise Portal (and IIS, WSS)

Install Workflow (and IIS)

Install Analysis Services extensions

Install Reporting Services extensions (and IIS)

Install additional components

(Single or multiple computers)

Install Project Synch Service (and MSMQ)

Install Project Synch proxy

Install reporting tools

Install Planning Service for Enterprise Portal

Install Planning client

Install integration components

(Single or multiple computers)

Install .NET Business Connector

Install AIF Web Services

Install BizTalk adapter

Configure components (Basic module)

Order recommended, not required

Configure Workflow

Configure Analysis and deploy configured default cubes

Configure reporting

Configure Role Centers & Enterprise Portal

Configure Planning Service for Enterprise Portal

Configure Project Synch

Post upgrade steps

Test the complete end-to-end Microsoft Dynamics AX system

Training and documentation

Deploy clients

Mass deploy clients