In order to get the most out of the Dynamics Axapta investment, many organizations look to upgrade to AX 2012 R3 to access new and improved capabilities like warehouse management or e-commerce and social media. To ensure that the smooth and successful upgrade, and you can use the upgrade analysis functionality in Lifecycle Services to assess the impact of an upgrade based on the analysis information of your model and efficiently plan your upgrade to Microsoft Dynamics AX 2012.
Upgrade Analysis Process in the AX 2012 and AX 2009
In LCS, using upgrade analysis, you can either plan the full-version upgrade to Axapta 2012 from AX 4.0 or AX 2009 or the in-place upgrade from one version of Axapta 2012 to another. The below chart shows how the process works for both:
Upgrade Analysis in AX 2009
Upgrade analysis uses the RDC tool to analyze the data about the existing AX System. This data can support you in estimating the scale of the upgrade project. To use the upgrade analysis functionality, you need to first install the RDC tool and then upload the RDC files and AOD files. The RDC tool collects the metadata about the production environment, such as the number of records in the tables. Here are the steps you need to follow:
Install the RDC tool
- Sign in to LCS.
- Open a project, and then click “Upgrade analysis”.
- On the upgrade, analysis creates the job page, in the source-to-target upgrade list, click Download.
- Download the RapidDataCollector.msi file, and then run it on an AX 4.0 or AX 2009 client to install and run the Rapid Data Collector service. The service creates the zip file that contains the RDC files.
- Enter the name for that job, identify the version and build of Axapta that you are upgrading from, and then click to Create.
Upload and analyze files
You can upload the RDC and AOD files in any order.
- Click, On the Upgrade analysis file upload page and include files.
- Enter the file location and click “Upload”.
- After you’ve uploaded all the files, click “Analyze”. When the analysis process is completely done, then the status appears as Complete.
In-place upgrade in AX 2012
In case of in-place upgrades, you need to upload the model store that you have exported as the zip file.
Export model store
Use the AxUtil command-line utility to export the model store from a system that you plan to upgrade. Use any app to zip up the export model store file.
Upload Zip File
In LCS, open a project, and then click to the Upgrade analysis.
On the Upgrade analysis create job work page, enter a name for the page, identify the version and build of AX 2012 that you are upgrading from, and then click “Create”.
Click on the Upgrade analysis file upload page and include files.
Browse to the zipped model store, and then click to the Upload. After the file is uploaded, the site lists the file name and size.
Click “Analyze Code” to start the analysis process. This process takes about 4 hours, depending on the size of the model store. When the process is complete, then the status appears as Complete.
Once the analysis is complete, click to the Download report.
The download process creates 2 reports: the overview report, which is an HTML file, and the detailed report, which is the Excel file.
To see the detailed report, you need to download the Excel spreadsheet. This report contains the number of sheets which give a detailed description of the impact of different elements in the upgrade process.
List of sheets name and description
Ensure a Seamless Upgrade
With any enterprise software, upgrades are inevitable. As technology, industry dynamics, and the customer needs to keep changing, upgrading to the latest version of Dynamics Axapta enables organizations to cater to new requirements and improve their bottom line. If you are currently not running the latest version of Dynamics Axapta and are seeking to upgrade, the upgrade functionality in LCS provides you with detailed information on all code differs that would need to be addressed before you embark upon the upgrade journey. By understanding conflicts and problems and resolving them on time, you can plan a full-version, minor-version, an in-place upgrade to Microsoft Dynamics AX 2012.