AX
2012 R2 to AX 2012 R3 Upgrade
The latest upgrade guide is very well written and covers the complete upgrade
process. However, I am listing down an overview of the upgrade process
and things to remember before starting the upgrade. I hope, this shall enable
you to achieve a smooth upgrade.
Things to remember before starting
the R2 to R3 Upgrade
- Before installing AX 2012 R3, All R2 components needs to be uninstalled in the environment in which the upgrade is planned.
- During the code & data upgrade process, Make sure that you Mark all the steps in the code/data upgrade checklist before you restart AX client/AOS as complete even though it is not yet completed else a blank(empty) start up application workspace will be displayed and no modules will be listed when you re-open the AX client.
- Always compile the application using command “axbuild xppcompileall” from the command prompt whenever compilation is required during Code/data upgrade process.
- Please make sure that the below steps are followed else during the data upgrade, the pre-sync and post-sync jobs might struck in ‘Ready’ status and may not be executed.
a. The
user account logging into the Dynamics AX client to run the checklist is the
Dynamics AX admin account and NOT just a member of the system
administrator security role.
b.
Check the userinfo table in SQL:
select * from userinfo where ID = 'admin' to make sure a record
for the "admin" ID has a valid SID, networkdomain,
and networkalias for each partition in the environment.
c.
Check the batch form directly in the
client by going to System Administration | Batch Jobs | Batch Jobs and check
the Createdby fields and if the DataUpdate job has already scheduled as an
account other than admin, you need to start the upgrade over by
logging in as the admin account or you may be able to change the records
in the batch and batchjob tables to be the admin account.
d.
Remove any records in the
SysServerSessions table that are not valid in this environment, you should
do this while the AOS servers are stopped and make sure to have a SQL backup
first.
e.
Check the setup under system
administration | setup | system | Server configuration
f.
Delete any AOS instances here that
are not valid in this environment.
g.
Make sure the remaining AOS instance
is marked “is batch server”
h.
Make sure batch server schedule is
setup with proper start/end time i.e. Start time 12:00:00 am end time 11:59:59,
so there are no gaps in the scheduled time.
i.
Make sure that the remaining valid
AOS server that is also marked for batch has the blank batch group and data
Update batch group assigned to it.
j.
Change the status of any other batch
jobs from waiting to withhold so they don't interfere with the Data Upgrade
batch jobs. To change the status highlight the jobs you want to change
and select Functions | Change Status and choose Withhold
k.
Check for any previously running
batch jobs that are stuck in a status of Executing. You may need to
change the status to cancelled or remove the Job from the Batch and Batchjob
table from the SQL backup.
Upgrade Steps
Step 1. Synchronize, Compile and
Generate CIL on the AX 2012 R2 application.
Step 2. Stop AOS & then back up
model and business data databases.
Step 3. Restore the model and
business data databases in a new environment.
Step 4. Start the AX 2012 R3
installation setup on a new environment.
Step 5. Select only the databases
component.
Step 6. Select configure existing
databases.
Step 7. In this step, Assign the R2
database and make sure that the Baseline database name field
is left blank during this procedure.
Step 8. On the Select additional
models page, select the Foundation model, Foundation Upgrade model, and any
other models that you require for your deployment. Select the Foundation Labels
model only if you are using country/region-specific features.
After this
step, the system creates a new baseline database which contains upgraded AX
2012 R3 models in the SYS, GLS, FPK, and SLN layers and Non-upgraded customer
models in the ISV, VAR, CUS, and USR layers.
Step 9. Now
install all other required AX components.
Step 10. Now,
assign the database and upgraded baseline database in this step.
Step 11. Once, the installation is
completed then compile the whole application using the command “axbuild
xppcompileall” from the command prompt. This compiled the whole application for
me in just 30 to 40 minutes.
Step 12. Now restart AOS and proceed
with the code upgrade & data upgrade checklists. Follow the code upgrade
document on the complete details.
