Data Upgrade and Code Upgrade from Microsoft Business Solutions–Axapta 3.0 to Microsoft Dynamics AX 2009
About this Course
This two-day instructor-led course provides students with the knowledge and skills to perform an upgrade from Microsoft Business Solutions–Axapta 3.0 to Microsoft Dynamics AX 2009. This includes planning and performing data and code upgrades of Microsoft Dynamics AX with customizations, as well as testing the upgraded solution. The training is designed to offer the students best practices to address the typical pain points of an upgrade. Classroom instruction, along with hands-on labs, VPC images and a student training manual, will assist students in performing a real life upgrade.
Audience Profile
This course is intended for Microsoft Dynamics AX software developers and administrators with medium to advanced Microsoft Dynamics AX experience. They may also have some upgrade experience.
After completing this course, students will be able to:
•Explain the upgrade workflow.
•Estimate and plan code and data upgrade.
•Set up environments for upgrade.
•Perform code upgrade and test the results.
•Perform data upgrade and test the results.
•Set up the upgraded system.
•Perform end-to-end testing of the upgraded solution.
•Deploy the upgraded solution (production upgrade).
Course Outline
Module 1: Introduction
This module focuses on the basic concept of the upgrade from Microsoft Business Solutions–Axapta 3.0 to Microsoft Dynamics AX 2009. It introduces the main terms related to upgrading. It also describes the upgrade workflow and system requirements that must be met before upgrading. In addition, this module discusses upgrade tools and upgrade testing.
Lessons
Terminology
Upgrade Overview
Upgrade Workflow
Upgrade Testing
Upgrade Tools
After completing this module, students will be able to:
Obtain basic knowledge about upgrades. Understand the upgrade workflow. Explain the upgrade testing. Summarize the upgrade tools.
Module 2: Upgrade Planning
This module covers the main activities of the upgrade estimation and planning and pre-upgrade actions. It describes best practices for analyzing the system to be upgraded, estimating the code and the data upgrade and planning the upgrade sequence based on analysis performed. In addition, the module explains how to set up environments for the upgrade. The module ends with the pain points of the upgrade planning.
Lessons
Upgrade Project Overview
Source System Analysis
Estimate Code Upgrade
Estimate Data Upgrade
Set Performance Goal
Plan Upgrade Sequence Based on Analysis
Prepare Environments for Upgrade
Pain Points
Lab : Using the Upgrade Estimation Tool
Lab : Plan Upgrade Sequence
After completing this module students will be able to:
Analyze and define the scope for the upgrade.Use the Estimation tool to estimate the code upgrade.Estimate the data upgrade.Plan the upgrade sequence.Prepare environments for the upgrade.
Module 3: Code Upgrade
This module focuses on the basic concept of the technical code upgrade for Microsoft Dynamics AX. It introduces the main strategy and procedures one must understand to do the code upgrade. It also describes the code upgrade pain points and prompts on handling them, which can help through the code upgrade process. In addition, the module discusses the code upgrade testing.
Lessons
Implement Code Upgrade Strategy
Code Upgrade Workflow
Using Code Upgrade Tools
Code Upgrade
Testing Code Upgrade
Pain Points
Troubleshooting
Lab : Perform the Layer Consolidation
Lab : Perform the Code Upgrade
Lab : Resolve the Trustworthy Computing Conflict
Lab : Create and Run Unit Test for Customizations (Credit Limit)
After completing this module, students will be able to:
Explain the code upgrade workflow and upgrade strategy.Prepare the Microsoft Dynamics AX system for the code upgrade. Upgrade customizations. Resolve trustworthy computing and best practice errors. Perform the post-upgrade activities. Test the code upgrade. Plan the upgrade sequence.Prepare environments for the upgrade.
Module 4: Data Upgrade
This module covers main steps of data upgrade from Microsoft Dynamics AX 3.0 to Microsoft Dynamics AX 2009. It describes preparation to data upgrade, as well as writing and debugging data upgrade scripts and running them with the standard scripts to upgrade data. The module also covers the pain points and troubles of the data upgrade and explains how to avoid them.
Lessons
Data Upgrade Workflow
Data Upgrade Initialization
Data Upgrade Process
Data Upgrade Performance Improvement: Use of Parallelization
Pain Points
Troubleshooting
Test the Data Upgrade Results
Lab : Create Upgrade Scripts for Customizations (Time Zone)
Lab : Perform Data Upgrade
Lab : Functional Test of Customizations
After completing this module, students will be able to:
Prepare Microsoft Dynamics AX 3.0 database for upgrade.Use the DB Upgrade Preparation tool.Write and debug upgrade scripts for customizations.Perform a time zone upgrade.Use parallelization to improve performance during data upgrade.Test the data upgrade results.
Module 5: End-to-End
This module focuses on finalizing the upgrade for Microsoft Dynamics AX 2009. It covers additional setup of the new functionality in the upgraded system and testing the system’s performance and end-to-end processes. The module also describes how to improve performance of the upgraded solution. The main goal of this module is to explain how to prepare the upgraded solution for going live.
Lessons
Pre-Production Upgrade
Configure System Accounts
Upgrade Enterprise Portal
Upgrade Application Integration Framework (AIF)
Business Intelligence (BI) and Reporting Upgrade
Multisite Activation
Standard Cost Setup
Improve Performance on the Upgraded System
Finish with CareAcceptance Testing
Production Upgrade
Final Testing
Lab : Set up Reporting Services
Lab : End-to-End Scenario Testing
After completing this module, students will be able to:
Move the upgraded solution to the pre-production environment.Configure system accountsUpgrade EP, AIF, BI and Reporting.Activate multisite and set up standard cost.Improve performance of the upgraded solution.Perform acceptance testing.Perform production upgrade and go live.
Before attending this course, students must have:
Knowledge equivalent to the Microsoft Dynamics AX 3.0 and Microsoft Dynamics AX 2009 Development courses. Knowledge equivalent of the Microsoft Dynamics AX 3.0 and Microsoft Dynamics AX 2009 Introduction courses.
*E-Tek is an authorized Prometric testing center, offering official Microsoft certification exams at its Secaucus, New Jersey (NJ) location.