Prerequisites:
The below database objects are required to
go upgrade NAV5SP1 to NAV2013.
NAV5SP1 Base Database
NAV5SP1 customer Database
NAV2009R2 Base Database
NAV2013R2 Base Database
To Upgrade from NAV5Sp1 to NAV2009R2 Data Upgrade is
not necessary, follow the steps below
· Merge
the customized objects
· Open/Convert
the database in Nav 2009 R2
· Delete
all the objects except tables
· Cleanup
the data which are not required. Like some add-ons might not require to
upgrade,etc.
· Import
the latest merged Objects.
· Transform
Forms to page using Transformation Tool, if we find any matrix forms then we
need to convert those matrix form to pages manually.
· Customized
Reports needs to be converted to RDLC
· Compile
the objects and resolve the compilation errors
1.
Update
the Application Code.
Any
customization in the customer’s old database must be implemented in the new database
2.
Export
all the objects in the new customized Microsoft Dynamics NAV 2013 database to
an object file: objects.fob.
3.
Prepare
for the data conversion.
a.
Make sure that you are the only user connected to the
database.
b.
Back up the database and save the backup file in a
safe place.
c.
Make a copy of the customer’s database in SQL Server
Management Studio. You will upgrade the copy and keep the original.
d.
Verify that both your partner development license file
and customer license file have been updated to Microsoft Dynamics NAV 2013.
e.
Identify a User ID and password for a superuser in the
system or create a new superuser that you can use for the upgrade process. Log
in as the superuser when you perform the upgrade.
f.
Verify that you have the dbcreator and securityadmin
Server Roles for the Microsoft Dynamics NAV SQL Server instance, using SQL
Server Management Studio. To manage companies, objects, and licenses within a
Microsoft Dynamics NAV database you must also have the db_owner database
permission.
g.
Disable integration properties for the database.
h.
Open the database in the Microsoft Dynamics NAV 2009
Classic with Microsoft SQL Server client.
i.
Run a database test to determine the state of the
customer’s database.
Note: The database test can require
a significant amount of time, depending on the size of the database.
4.
Import
Upgrade Step 1 Objects
Import
Upgrade601700.1.fob.
5. Run the “Adjust Cost-Item Entries” batch job to ensure
that the inventory cost data in the customer’s database is up to date.
6.
If your
organization posts inventory costs to the Microsoft Dynamics NAV general
ledger, run the “Post Inventory Cost to G/L” batch job.
Run the
job for each company in the database.
7. For the SCM feature, make the changes to tables 32, 83,
89, and 5841 described in the Update Guide.
8.
Perform
Step 1 data conversion.
a. In the
Classic client, open Object Designer, and then open form 104001, Upgrade - Old Version.
- Choose Run.
- Choose Transfer Data.
Repeat the
conversion for each company in the database.
9.
On form
104001, choose Delete Objects.
This runs
codeunit 104002, Delete Old Objects, which deletes all of the objects that are
not tables. It also deletes tables that belong to the features that are
discontinued in Microsoft Dynamics NAV 2013.
10.Create
the New Microsoft Dynamics NAV Database.
This involves
installing Microsoft Dynamics NAV 2013, and then opening your database in the
Microsoft Dynamics NAV 2013 development environment.
See the
Upgrade Guide for details.
11.Change
the compatibility level of the database.
For SQL Server
2008 and SQL Server 2008 R2 editions, verify that the compatibility level of
the database is set to 100. For SQL Server 2012, the appropriate compatibility
level is 110. To set the compatibility level, run a query like the following in
Microsoft SQL Server Management Studio:
USE [master]; ALTER DATABASE [YourDatabaseName] SET
COMPATIBILITY_LEVEL = 100
12. Import all customized Microsoft Dynamics NAV 2013
objects.
13. Compile all objects.
14.Import
Upgrade Step 2 objects.
Import Upgrade601700.2.fob in the development environment.
15.Set the
language
In the
development environment, choose Tools, choose Language, and then select the
language of the old customer database.
16.Perform
Step 2 data conversion.
- Open page 104002, Upgrade - New Version.
- Choose Run.
This opens the Windows client and displays page 104002, Upgrade - New
Version.
Choose Transfer
Data.
This runs codeunit 104048, Upgrade NAV 2009 Step 2.
17.Update
source codes.
Run
page 257, Source Codes, in the Windows client. Note any source codes that have
been added, and then update the Source Code and Source Code Setup tables for
any additional source codes in the new version.
18.Initialize
all companies.
For
each company, run codeunit 2, Company-Initialize and open page 531, Setup
Checklist.
19.Update
data in tables that are not specific to a single company.
This
includes tables 2000000003 (Member Of), 2000000004 (User Role), 2000000005
(Permission), 2000000053 (Windows Access Control), and 2000000203 (Database Key
Groups).
20. Upgrade Roles (Permission Sets) and Permissions.
21.Delete
obsolete tables
a. Open
Object Designer
b. Open
form 104002.
c. Run
Upgrade - New Version.
d. Choose Delete, and then choose Mark Unused Old Tables.
e. Set a
filter on the Version List column to
select tables marked as “Old Unused Table - marked for deletion.
f. The
Edit menu, choose Delete to delete
the tables.
22.Delete Upgrade Toolkit Objects
- In form 104002, choose Delete, and then choose Mark/Delete Upgrade Toolkit.
- All Upgrade Toolkit objects, except tables, are
removed automatically. The tables are marked for deletion.
- Set a filter on the Version List column to select tables marked as “Upgrade
Toolkit Tables - marked for deletion.”
On the Edit menu, choose Delete to delete the tables.
23.Test
the database
a. Test
everything except field relationships between tables. If the test fails, follow
the workflow for repairing damaged databases.
b. Run the
remaining part of the database test, which is to test field relationships
between tables.
Test
the upgraded item ledger entry invoiced quantities to make sure that any date
compressed item ledger entries have been upgraded correctly.
***Thank you very much ***