Steps for Source-to-target and in-place upgrade in AX

This topic contains 2 replies, has 3 voices, and was last updated by  Locus IT 5 months, 4 weeks ago.

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  • #20747

    Robert
    Participant

    How to perform source-to-target and in-place upgrade involving CU6 for Microsoft Dynamics AX 2012 R2?

    #20749

    Adrian Cohen
    Participant

    Hello Robert,

    Steps are :

    1. Preserve element IDs during upgrade to CU6
    2. Apply CU6 to CHN environments

    #21047

    Locus IT
    Participant

    Hello Robert,

    If you plan to install Cumulative Update 6 (CU6) for Microsoft Dynamics AX 2012 R2 as part of an upgrade, you should review this to avoid potential problems on your upgraded system. This covers both source-to-target and in-place upgrade scenarios involving CU6 for Microsoft Dynamics AX 2012 R2.

    Preserve element IDs during upgrade to CU6
    While upgrading from Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 Feature Pack to Microsoft Dynamics AX 2012 R2, you can install all of the applicable cumulative updates at one time using slipstreaming. However, certain combinations of cumulative updates require you to take extra precautions to preserve consistent element IDs in the upgraded Microsoft Dynamics AX system. This topic describes those scenarios and provides a SQL script which you will run manually again your upgraded Microsoft Dynamics AX 2012 R2 model store to restore correct element IDs.

    Overview of available cumulative updates
    The following lists the cumulative updates released for each version of Microsoft Dynamics AX 2012 through Microsoft Dynamics AX 2012 R2 CU6. Cumulative updates for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack are a single series and are applicable to both versions. Microsoft Dynamics AX 2012 Feature Pack was released with CU2 was integrated into it.

    1. Microsoft Dynamics AX 2012 – CU1, CU2
    2. Microsoft Dynamics AX 2012 Feature Pack – (CU2 built in), CU3, CU4, CU5
    3. Microsoft Dynamics AX 2012 R2 – CU1, CU6

    The following configurations cannot to upgraded to Microsoft Dynamics AX 2012 R2 + CU6 without additional steps.

    1. Microsoft Dynamics AX 2012 + CU4
    2. Microsoft Dynamics AX 2012 + CU5
    3. Microsoft Dynamics AX 2012 Feature Pack + CU4
    4. Microsoft Dynamics AX 2012 Feature Pack + CU5

    Apply CU6 to CHN environments
    This section provides China-specific information needed to install CU6 for Microsoft Dynamics AX 2012 R2 as a part of upgrade from the following Microsoft Dynamics AX versions and configurations:

    1. Microsoft Dynamics AX 2009 GLS with Chinese tax integration
    2. Microsoft Dynamics AX 2012 R2 with Chinese tax integration
    3. Microsoft Dynamics AX 2012 R2 with CU1 and Chinese tax integration

    On systems with tax integration for China, you must export external invoices before you upgrade from Microsoft Dynamics AX 2009 GLS or install updates to Microsoft Dynamics AX 2012 R2. Unless you do this, jobs related to the updateExternalInvoice_CN class will fail during data upgrade post synchronization and block other jobs from continuing.

    Two solutions are available:

    Solution 1: Export the external invoices manually before installing CU6.

    1. In Microsoft Dynamics AX 2009, click Accounts receivable > Periodic > Export to file.
    2. In Microsoft Dynamics AX 2012 R2: Click Accounts receivable > Periodic > Tax integration > Export to file.

    Solution 2: If you upgraded without exporting the external invoices and encountered an error stating that all invoices are not exported, you can manually run the TaxExportInvoiceTaxIntegration_CN class to export all the remaining external invoices. Then rerun the data upgrade.

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