Regardless of the version from which you are trying to do the upgrade, the whole process can be divided into two main phases as Object Upgrade and the Data Upgrade. Let’s first look at the Object Upgrade.
In Object Upgrade, you have to identify all the customizations done in the current live version of the customer database and implement the same in a new 2009 SP1 database. Please remember that there are no short-cuts for this process. This is entirely a manual process, but you can make use of the existing tools such as Developer Toolkit. Using the Developer Toolkit you can compare/merge the original version 5 db and the current customer database wherein you can identify the differences between the two databases and implement the modifications in a new 2009 SP1 fresh database. Once you complete this process, you are through with the phase no 1. Remember that this is the most time consuming phase in an upgrade project. If you make any mistakes then you have to suffer lot in the subsequent processors.
Let’s look at the phase number two which is the Data upgrade. In this case, I am giving you the main steps for continuing with the data upgrade.
1. Prepare for the data conversion.
a. Make a copy of the database in which you will perform the conversion.
b. Verify that both your partner development license file and customer license file have been upgraded to Microsoft Dynamics NAV 2009 SP1.
c. Identify a User ID and password of a super user in the system or create a new super user in the system that you can use for the upgrade process. Log in as the super user when you perform the upgrade.
d. Make a backup of the entire database before you start.
e. Test the database for everything except table/field relationships.
f. Test the database for table/field relationships.
g. Compile all objects and resolve what to do with those objects that do not compile.
h. Uninstall Microsoft Dynamics NAV 5.0 from the developer computer.
i. Install Microsoft Dynamics NAV 2009 SP1 on the developer computer, and then start the Classic client.
2. Convert the database to Microsoft Dynamics NAV 2009 SP1.
a. Create a new database in Microsoft Dynamics NAV 2009 SP1 and restore the backup of the customer’s existing database into the new database.
b. You can also open a copy of the customer’s existing database with the Classic client in Microsoft Dynamics NAV 2009 SP1 and convert the database.
3. Delete all objects except tables.
Delete all forms, reports, dataports, XMLports, codeunits, and MenuSuites, from the database. Do not delete the tables.
4. Import the new customized objects that you created under the Object Upgrade Phase.
In this case, you are supposed to replace all objects using the Import Worksheet window. Once all the conflict objects are found, you can replace all objects by clicking the OK button.
5. Compile all objects in the new database.
6. Upgrade data common to all companies.
Upgrade Security Roles and Permissions
If you are upgrading Microsoft Dynamics NAV with Microsoft SQL Server®, then you must synchronize the security system. In the Classic client, on the Tools menu, point to Security, and then click Synchronize All Logins.
7. for each company, initialize the company in the upgraded database.
You can do this by running the codeunit 2, Company-Initialize.
Close the company and open it again.
Open form 531, Setup Checklist, to update the checklist for the Microsoft Dynamics NAV 2009 SP1 data structure.
8. Install the new clients.
Make a backup of the new upgraded database.
Remove all previous versions of Microsoft Dynamics NAV from the client computers. Install Microsoft Dynamics NAV 2009 SP1 on all client computers. Also install the other tiers in the Microsoft Dynamics NAV architecture.
9. This is the end of the upgrade process from NAV version 5 to the 2009 Classic Client, but before going into Live, TEST… TEST… TEST…
In Object Upgrade, you have to identify all the customizations done in the current live version of the customer database and implement the same in a new 2009 SP1 database. Please remember that there are no short-cuts for this process. This is entirely a manual process, but you can make use of the existing tools such as Developer Toolkit. Using the Developer Toolkit you can compare/merge the original version 5 db and the current customer database wherein you can identify the differences between the two databases and implement the modifications in a new 2009 SP1 fresh database. Once you complete this process, you are through with the phase no 1. Remember that this is the most time consuming phase in an upgrade project. If you make any mistakes then you have to suffer lot in the subsequent processors.
Let’s look at the phase number two which is the Data upgrade. In this case, I am giving you the main steps for continuing with the data upgrade.
1. Prepare for the data conversion.
a. Make a copy of the database in which you will perform the conversion.
b. Verify that both your partner development license file and customer license file have been upgraded to Microsoft Dynamics NAV 2009 SP1.
c. Identify a User ID and password of a super user in the system or create a new super user in the system that you can use for the upgrade process. Log in as the super user when you perform the upgrade.
d. Make a backup of the entire database before you start.
e. Test the database for everything except table/field relationships.
f. Test the database for table/field relationships.
g. Compile all objects and resolve what to do with those objects that do not compile.
h. Uninstall Microsoft Dynamics NAV 5.0 from the developer computer.
i. Install Microsoft Dynamics NAV 2009 SP1 on the developer computer, and then start the Classic client.
2. Convert the database to Microsoft Dynamics NAV 2009 SP1.
a. Create a new database in Microsoft Dynamics NAV 2009 SP1 and restore the backup of the customer’s existing database into the new database.
b. You can also open a copy of the customer’s existing database with the Classic client in Microsoft Dynamics NAV 2009 SP1 and convert the database.
3. Delete all objects except tables.
Delete all forms, reports, dataports, XMLports, codeunits, and MenuSuites, from the database. Do not delete the tables.
4. Import the new customized objects that you created under the Object Upgrade Phase.
In this case, you are supposed to replace all objects using the Import Worksheet window. Once all the conflict objects are found, you can replace all objects by clicking the OK button.
5. Compile all objects in the new database.
6. Upgrade data common to all companies.
Upgrade Security Roles and Permissions
If you are upgrading Microsoft Dynamics NAV with Microsoft SQL Server®, then you must synchronize the security system. In the Classic client, on the Tools menu, point to Security, and then click Synchronize All Logins.
7. for each company, initialize the company in the upgraded database.
You can do this by running the codeunit 2, Company-Initialize.
Close the company and open it again.
Open form 531, Setup Checklist, to update the checklist for the Microsoft Dynamics NAV 2009 SP1 data structure.
8. Install the new clients.
Make a backup of the new upgraded database.
Remove all previous versions of Microsoft Dynamics NAV from the client computers. Install Microsoft Dynamics NAV 2009 SP1 on all client computers. Also install the other tiers in the Microsoft Dynamics NAV architecture.
9. This is the end of the upgrade process from NAV version 5 to the 2009 Classic Client, but before going into Live, TEST… TEST… TEST…
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