Microsoft Dynamics AX 2009 Upgrade Guide

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Microsoft Dynamics AX 2009 Upgrade Guide                                                            2
                                                                                                         Microsoft Dynamics AX




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 2009 Upgrade Guide                                                                                                    3
                                                                                                         Microsoft Dynamics AX

  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 .......................................................................................... 67
 Upgrade notes affecting specific modules ................................................................................. 74
 Upgrade notes affecting specific locales .................................................................................... 90

Upgrade troubleshooting ............................................................................................................... 94
 Troubleshooting the Microsoft Dynamics AX DB Upgrade Preparation tool.............................. 95
 Troubleshooting AOS or Microsoft Dynamics AX client startup during upgrade ....................... 98
 Compiling Microsoft Dynamics AX troubleshooting ................................................................. 100
 Troubleshooting the Data upgrade cockpit .............................................................................. 101
 Troubleshooting the Detect code upgrade conflicts tool .......................................................... 109
 Error messages during upgrade ............................................................................................... 110
 Troubleshooting the Compare tool ........................................................................................... 112

Upgrade Guide appendix ............................................................................................................. 113
 Development access licenses .................................................................................................. 114
 Walkthrough: upgrading date and time table field pairs into UtcDateTime .............................. 116
 Prerequisite software installed by Setup .................................................................................. 128
 AIF upgrade process ................................................................................................................ 129
 Code upgrade: Examples ......................................................................................................... 142
 Additional code upgrade information........................................................................................ 146
 Additional data upgrade information ........................................................................................ 150




Microsoft Dynamics AX 2009 Upgrade Guide                                                                                                     4
                                                                     Microsoft Dynamics AX




Check for updated upgrade information
The information contained in this document was current as of November 2009. The
documentation may be updated as new information becomes available. For the most current
documentation for system administrators, check the TechNet Library. For the most current
documentation for developers, check the MSDN Library.




Microsoft Dynamics AX 2009 Upgrade Guide                                                   5
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