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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Thank you!