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Microsoft Dynamics C5 og NAV
Anca-Roxana Ciocan
Automated Data Upgrade in Dynamics NAV 2013 R2
Software EngineerMicrosoft
Agenda
• Upgrade trends• NAV 2013 R2 Automated Data Upgrade• “The What, The Why, The How”• Demo
Why Upgrade to NAV 2013 R2?
• Payment Processing• Bank Reconciliation• Bank Statement Import• SEPA Direct Debit• SEPA Credit Transfer• Web-Service KPIs based on
Account Schedules• Payroll data import• Incoming documents
processing• Batch sales invoices• VAT clauses on printed
documents• Non-UI RapidStart package
import
Web client usability enhancements •
Web client design •Administration capabilities •
Help Server •Server Monitoring •
Multitenancy •Microsoft Office 365 single sign-on
• Microsoft SharePoint applications
• Provisioning Tools for Windows
Azure UI elements linked to the license •
XMLPorts improvements •Automated data upgrade •
How Upgrade Is Done Today ?
Solution Upgrade Platform Hotfix
Application Hotfix/ Regulatory Updates
Technical Upgrade
Application Upgrade
Data Upgrade
Upgrade Process – Technical Upgrade
NAV 2013 NAV 2013 R2
FinSql.exe
NAV 2013 NAV 2013 R2
NAV 2013 R2 Base
Application
NAV 2013Customizatio
ns
Upgrade Process – Application Upgrade
Step 2Step 1
Data Upgrade with Upgrade Toolkit
NAV 2013Business Data
NAV 2013 R2Temporary Buffers
Solution Upgrade Stages
Upgrading the Application Code
• Identifying customized objects
• Merging code
Upgrading the Data
• Company-specific data
• Data common to all companies
• Deleting unused tables
Upgrading the Data to NAV 2013
Upgrading the Data
• Company-specific data
• Data common to all companies
• Deleting unused tables
Challenges to address
Two Versions of the ApplicationSide-by-Side
Upgrade has to be executed using the previous and new version of the application.
Manual Multiple StepsData upgrade steps include multiple actions. Some actions must be repeated for all companies within a database.
Downtime during upgradeAll customers are disconnected from the database during the data upgrade. It is critical to bring them back online fast.
Swapping Licenses
Upgrade is performed using a partner license which must be replaced with a customer license upon completion.
Post-Upgrade Manual StepsData upgrade often requires additional post-upgrade setup of the new and existing application areas. The more companies – the more steps.
What we need is …automation!
In Dynamics NAV 2013 R2 ...
• We have provided Microsoft Dynamics NAV partners with an efficient tool for data upgrade and simplified experience, to significantly reduce the cost of upgrading of their customer.
• Customers get faster access now to the new and improved functionality in NAV 2013 R2
What enabled us, the NAV Team, to deliver the data upgrade automated scripts ?
1. Multitenancy
NAV Server
Multitenant
Tenant1Tenant
2 Application
Tenant2
Demo
• Tenant database synchronizationwith changes in the application
database when mounting a tenant
2. New PS Management Cmdlets and Commands
• New-NAVDatabase• New-NAVServerInstance• Remove-NAVServerInstance• Set-NAVServerConfiguration• Import-NAVServerLicense (UPDATED)• Export-NAVApplication (NEW)• Mount-NAVApplication (NEW)• Mount-NAVTenant (NEW)• Dismount-NAVTenant (NEW)• Remove-NAVApplication (NEW)• Get-NAVCompany (NEW)• Invoke-NAVCodeunit (NEW)• Upgrade-NAVDatabase (finsql.exe) (NEW)
Upgrade scripts on the NAV DVD
Example.ps1
HowTo-Prepare
NAVUpgradePipeline.ps1
HowTo-Upgrade
NAVDatabase.ps1
HowTo-Remove
NAVUpgradePipeline.ps1
Set-PartnerSettings.p
s1
Data upgrade preparation
1.
Prev Custom Version
(2013)
2.
New Custom Version
(2013 R2)
Convert database
Compile all objects
Import Upgrade
Toolkit Step 1
1
Export application
App1
Import Upgrade
Toolkit Step 1
1
Import Upgrade
Toolkit Step 2
2
Export application
App2
Export application
App3
Running the data upgrade
Run Example.ps1 *
Backup the database to be
upgraded
Fill in the parameters in
Set-PartnerSettings
.ps1
* If you run it in Windows PowerShell ISE, remember to import the NAVAdminTools module: Import-Module “C:\Program Files\Microsoft Dynamics NAV\71\Service\NavAdminTool.ps1”
HowTo – PrepareNAVUpgradePipeline.ps1
Microsoft Dynamics NAV 2013 R2 Server instances
New-NAVServerInstance …
Set –NAVServerConfiguration …
Set –NAVServerInstance …
Remove-NAVLicenseFromApplicationDatabase …
App1
Upgrade
Pipeline
NAV
Server
Instance 1
Nav 2013 App + UpgTk S1
Mount-NAVApplication …
Upgrade
Pipeline
NAV
Server
Instance 2
App2
NAV 2013R2 App
+ UpgTk S1 + UpgTk S2
Upgrade
Pipeline
NAV
Server
Instance 3
App3
NAV 2013R2
App
Example.ps1
Data upgrade executionMicrosoft Dynamics NAV 2013 R2
Server instances
Old
Cust
om
Vers
ion (
20
13
)
SQ
L back
up
Finsql.exe
App3
Default
Nav
Server
App3App1
Upgrade
Pipeline
NAV
Server
Instance 1
NAV 2013 App
+ UpgTk S1
Upgrade
Pipeline
NAV
Server
Instance 2
App2
NAV 2013 R2 App
+ UpgTk S1 + UpgTk S2
Upgrade
Pipeline
NAV
Server
Instance 3
App3
NAV 2013R2
App
Importing additional setup data
Rapid Start• Quick, easy and streamlined configuration of customers.
HowTo-UpgradeNAVDatabase.ps1
Import the partner license
into the SQL master table
$ndo$srvproperty
Restore the backup of the database to be upgraded
Remove any license found
inside the database
Convert the database to
Microsoft Dynamics
NAV 2013 R2
Remove the application
tables from the database
Mount the database to the
NAV Server Instance1.
Upgrade Toolkit tables added.
Run the Upgrade
Toolkit Step 1 for all
companies in parallel
Dismount the database from the NAV Server
Instance 1.
Save the old customer
license (if stored in the
$ndo$srvproperty table) into a
temporary location
HowTo-UpgradeNAVDatabase.ps1Mount the
database to the NAV Server
Instance 2. Data schema
changes applied
Run the Upgrade Toolkit
Step 2 for all companies in
parallel
Import additional setup data if needed
Dismount the database from the NAV Server
Instance 2
Mount the database to the
NAV Server Instance 3.
Upgrade Toolkit tables removed
Dismount the database from the NAV Server
Instance 3
Merge the app. tables from the DB mounted to the NAV Server
Instance 3 with the DB being upgraded
If it was there before, put the old customer license back into the
$ndo$srvproperty table, if not – remove
partner license
Restore the pipeline to the
initial state.(General cleanup)
Benefits
• Fully automated•Risk of errors is reduced•Reduced downtime •Repeatable upgrade
Partners feedback
• “I LOVE the script. I had to convert 2 databases (a Release and a DEMO database) and it went smooth “
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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Thank you!
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