how to upgrade / migrate microsoft dynamics nav older versions

The process of version migration from older versions of Navision to

NAV 2013 R2

[email protected] www.ecanarys.com Team Canarys

About Canarys Why Upgrade? Planning and Execution

Considerations

Phases

Challenges

Canarys Object Migration & Data Migration Tools

Benefits

Sample Case Study Conclusion

Agenda Session: 45 Mins

www.ecanarys.com [email protected] Team Canarys

About Canarys

Canarys is a leading IT services provider to its clients worldwide.

From a humble consulting mode during its initial years, Canarys has evolved

constantly to move up the value chain and provide high-end IT services.

Canarys offers a broad range of IT services and solutions which includes Mobile

Apps, Microsoft Dynamics, Products, Application Development & Maintenance and

Testing on Mobile and web platforms.

Our VisionGlobal Software

Services and Solutions Provider

Our MissionStrong focus on delivering the best

and cost-Effective solutions to cater to the needs of our

Customers


Optimizes performance with the latest technology Improved decision making

Flexible, configurable chart types and end-user charting capabilities

More integration options Microsoft excel, share point, office 365, and other Microsoft technology make our day to day task

easy.

Web interface to access the client Web Client SharePoint client Azure

On-premise Partner-hosted Hybrid

Refined Role Tailored capabilities New and improved server

Why Upgrade?


Planning and Execution: Considerations

Considerations

• > 300 GB Database• Confusing Customizations• Very old NAV version• Old & bad data


Planning and Execution: PhasesRequirement

Analysis

Study Document

Code Upgrade

RTC Upgrade

Date Upgrade

[Test]

Date Upgrade

[Live]

Database Optimize

Training & UAT

Deployment & Support


Requirement & Analysis Detailed analysis of customer existing business process Current situation and usage pattern Conflict analysis Infrastructure assessment

Study Document Business Requirement Document List down the existing add on / custom feature / integration and summary of ‘To Be’ process

Planning and Execution: Phases Contd..

RequirementsAnalysis

Study Document


Code Upgrade Execute COM and CDM tools Compare and analyze changes Object upgrade Data upgrade Code optimization Report re-design


Canarys Object Migration

Target DatabaseCustomer Source DB

Customer Base DB

Latest Standard DB



Role tailored client Upgrade

Upgrading to NAV Latest Version

NAV Classic NAV Role-tailored Client

Forms

Classic Report

DataPort

MenuSuites

Pages

RDLC Report

XMLPort

MenuSuites

Role Centers

Canarys Object Migration Tool



Database upgrade

NAV Source dataCanarys Data Migration Tool

Final Upgraded DB


Testing / User acceptance Testing of migrated objects Functionality testing Fixing of bugs (if any)

Deployment Promote database to production Go Live

Support Post up gradation support Ongoing support


Testing & UAT

Deployment

Support


Big difference between NAV versions Upgrading from Navision 3.0 to NAV 2013 is not the same as upgrading from NAV

2009R2 to NAV 2013R2 .

Huge number of customized objects [500+] Migrating from Native to SQL platform Upgrading add-on data Third party integrations Database is very large in size and has

particular issues with locking, deadlocks or performance

Planning and Execution: Challenges


Canarys Data Migration [CDM]

Verify and suggest the preparedness for

upgrade

Create data transformation script

Compress the ledger data

Create Data refining script and clean

unnecessary data

Upgrade add-on table data ,by just making

some configuration.

Canarys Object Migration [COM]

Identifies modification done on the client’s

database

Generates detail reports Suggest and automatically automate the code

changes FIND (‘-’) - > FINDFIRST FIND(‘+’) - > FINDLAST COUNT - >ISEMPTY FINDSET MODIFYALL DELETEALL COUNTAPPROX

Detailed Report on missing objects

Planning and Execution: COM & CDM tools


Planning and Execution: Benefits

Saves Money (Less Cost)

Consistent Quality

Lower risk of Migration

Predictable & Manageable

Quicker Turnaround (Faster)

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

25%

100%

20%

90%

20%

Benefits


Case Study – Migration NAV 3.7 to NAV 2013 R2• Version: NAV 3.7 • Risk of losing existing customized functions• Not sure about benefits of version upgrade• Time and cost• User Adoptability

Risk of losing data

Note sure

about Benefits

Old Version

3.7

Time and Cost

Situation


Case Study – Migration NAV 3.7 to NAV 2013 R2

Highlights

• Effective planning • COM tool made the complete

process automated, reduced manual errors.

• CDM tool• Strong Knowledge base help

effective handling of ongoing issues

• Workshop to elaborate the product capabilities

Situation

Customer Workshop

Impact Analysis

Conflict Resolution

COM & CDM Tool

User Training & Support

Solution

Reduced Effort

Reduced Risk

More Integration Possibilities

More Predictabilit

y

Benefits


25+ years in the industry

7+ years of Microsoft Dynamics practice

Tools driven approach

Tested and mature processes

Metrics Driven Project Management

Why Canarys


Question & Answers

We will share the presentation and the video recording of this session

For any questions later you can send an email to

[email protected]

I’ll be happy to answer all your questions


mailto:[email protected]

Microsoft Dynamics Team

www.ecanarys.com

Thank You allfrom

Canarys


how to upgrade / migrate microsoft dynamics nav older versions

Technology

canarys canarys

team canarys

canarys data migration

canarys object migration

addon data

case study migration

nav versions

ledger data