LCSinActionWorkshop-Operate4 Updates V2

Microsoft Dynamics AX
Lifecycle Services: Operate Phase: Updates

Last Updated: July 2015
AX 2012 R3 / Version 2.0.0
Yuthana Arngmaneekul
Introduction ...............................................................................................................................................................................................4
Demo of Updates .....................................................................................................................................................................................4
Apply updates to database, AOS, and clients ..................................................................................................................................4
Choose an update scenario ............................................................................................................................................................. 5
Prepare the environment for updates .......................................................................................................................................... 7
Back up databases.......................................................................................................................................................................... 7
Export external invoices (required if you are running tax integration for China) ........................................................ 7
Apply an update package to AX 2012 R3 .................................................................................................................................... 7
Get ready to install an update package (R3) .......................................................................................................................... 7
Find, analyze, save, and install an update package (R3)...................................................................................................... 8
Analyze updates (R3 and CU7) ................................................................................................................................................... 9
Install a saved update package (R3)........................................................................................................................................ 10
Install a single update for AX 2012 R3........................................................................................................................................ 11
Apply a single update to AX 2012 R2, AX 2012 Feature Pack, AX 2012, or a cumulative update to AX 2012
Feature Pack or AX 2012................................................................................................................................................................. 11
Download and extract an update from CustomerSource, PartnerSource, or Lifecycle Services ........................... 12
Analyze the effect of a single update or hotfix on your environment (CU6 and earlier)......................................... 12
Install a single update or hotfix (CU6 and earlier) .............................................................................................................. 14
Apply cumulative update 7 for Microsoft Dynamics AX 2012 R2 ....................................................................................... 14
Uninstall the Data Import/Export Framework or Data Migration Framework (CU7) ................................................ 15
Download and extract CU7........................................................................................................................................................ 15
Install all updates using express installation (CU7)............................................................................................................. 15
Install a subset of a cumulative update (CU7)...................................................................................................................... 16
Apply cumulative update 6 for Microsoft Dynamics AX 2012 ............................................................................................. 19
Download and extract CU6........................................................................................................................................................ 19
Install updates (CU6) ................................................................................................................................................................... 19
Analyze updates (CU6) ................................................................................................................................................................ 21
Perform post-installation steps..................................................................................................................................................... 21
Reinitialize the model store ....................................................................................................................................................... 21
Restart AOS and Internet Information Services (IIS)........................................................................................................... 22
Complete the software update checklist ............................................................................................................................... 23
Microsoft Dynamics AX 2012 R3 | Lifecycle Services: Operate: Updates | Last Updated: July 2015
Next steps ........................................................................................................................................................................................... 25

Validate the update ..................................................................................................................................................................... 25
Roll an update forward to the production environment .................................................................................................. 26
Include cumulative updates and hotfixes in a new installation (slipstreaming).................................................................. 35
The Updates folder ........................................................................................................................................................................... 36
The slipstreaming process.............................................................................................................................................................. 37
Disclaimer ................................................................................................................................................................................................ 38
Version
1.0
2.0
Description
Initial version (Winston Hait)
Additional information and updated document with July update (Yuthana Arngmaneekul)
Date
June 2014
July 2015
[https://technet.microsoft.com/en-us/library/dn268616.aspx]
Introduction
Demo of Updates
Operate Phase Updates

LCS is a cloud-based, continuously updated set of services that helps you achieve repeatable and predictable
success with Microsoft Dynamics AX 2012 R3 and later implementations. This demo will highlight the
features and functionality of Updates.
For more details about Updates, click here.
Updated: April 22, 2014

The Updates page on Microsoft Dynamics Lifecycle Services hosts the update installer for Microsoft
Dynamics AX 2012 R3 that is used for cumulative updates. It also provides access to groups of updates that
can be used for slipstream installations.
Important
Updates intended for slipstreaming cannot be installed by using the update installer, nor can
updates intended for use with the update installer be slipstreamed.
For detailed instructions see:
Apply updates to database, AOS, and clients

Include cumulative updates and hotfixes in a new installation (slipstreaming)
Apply updates to database, AOS, and clients

Updated: November 25, 2014
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012
Feature Pack, Microsoft Dynamics AX 2012
Note
This topic includes information about features that were added or changed for Microsoft
Dynamics AX 2012 R3 Cumulative Update 8. For more information, see the section later in this
topic.
Note
The procedure for completing this task has changed for Microsoft Dynamics AX 2012 R3. For
information that is specific to Microsoft Dynamics AX 2012 R3, see the section later in this
topic.
This topic describes how to download and apply updates to all versions of Microsoft Dynamics AX 2012. The
update process varies significantly among versions, so start by choosing the update scenario that applies to
your environment.
We recommend that you first install updates in a test environment and then update your production
environment. For detailed recommendations, see Apply updates and hotfixes.
Choose an update scenario
The following table describes the update scenarios that are included in this topic.
Scenario
Apply a group of updates to AX 2012 R3

Important
A downloadable guide for installing AX 2012 R3

CU8 is available here: Cumulative 8 for Microsoft
Dynamics AX 2012 R3 Installation Guide.
Relevant sections
Prepare the environment for updates
Get ready to install an AX 2012 R3
update package
Find, analyze, save and install an update
package (R3)
Analyze updates (R3 and CU7)
Install a saved update package (R3)
Perform post-installation steps
Apply a single update to AX 2012 R3
Install a single update for AX 2012 R3

Apply a single update to AX 2012 R2, AX 2012

Feature Pack, AX 2012, or a cumulative update to
AX 2012 Feature Pack or AX 2012
Download and extract an update from

CustomerSource, PartnerSource, or
Lifecycle Services
Analyze the effect of a single update or
hotfix on your environment
Install a single update or hotfix
Uninstall the Data Import/Export
Framework or Data Migration
Framework
Apply cumulative update 7 for Microsoft Dynamics

AX 2012 R2
Download and extract AX 2012 R2

cumulative update 7
Analyze and install CU7:
Install all updates using express

installation (CU7)
Install a subset of a cumulative
update (CU7)

Download and extract AX 2012 R2
cumulative update 6
Apply cumulative update 6 for Microsoft Dynamics
AX 2012 R2
Install updates (CU6)

Analyze updates (CU6)
Deploy updated reports to a report server
Deploy updates to the rest of the environment
Deploy updates to Enterprise Portal

Deploy updates in a retail environment
Validate the update

Roll updates to a production environment
Roll an update forward to the production

environment
We strongly recommend that you complete the following procedures before you install updates in your
environment.
Back up databases
Before you install any updates, we strongly recommend that you back up any databases in the environment that
are affected by the updates. For more information, see Back up and recover databases (SQL Server).
Export external invoices (required if you are running tax integration for China)
If your environment includes tax integration for China, you must export external invoices before you install
updates.
1. Click Accounts receivable > Periodic > Tax integration > Export to file.
2. On the Batch tab, enter a description for the batch, and then click OK. By default, all invoices are
selected.
Apply an update package to AX 2012 R3
Updates for AX 2012 R3 are available from Microsoft Dynamics Lifecycle Services. You can download a
specific cumulative update package. Alternatively, you can download the Most recent update package, which
contains the most recent updates in addition to the latest cumulative update. You can then install the whole
package or select a subset of the package to apply.
Get ready to install an update package (R3)
We strongly recommend that you complete this procedure before you apply updates.
1. For each environment that you manage, create a project in Lifecycle Services. For more information,
see Projects (Lifecycle Services, LCS).
2. Install and run the System diagnostics for each environment, so that the information about your project
in Lifecycle Services is accurate.
3. Download the most recent version of the Update installer.
1. Log on to Lifecycle Services, open the project that is associated with the environment that you
are updating, and then click Updates.
2. Under Update installer for Microsoft Dynamics AX 2012 R3, click Download.
Save the Update installer to a network location that you can access from the computers in your
environment.
3. Extract the Update installer to every computer in the environment that you might have to apply
updates to.
Note
To extract the Update installer, you must be an administrator on the local

computer.
For information about the recommended installation order when you apply
updates, see Apply updates and hotfixes.
4. Verify that you have appropriate permissions. To run the Update installer, you must have administrator
rights on the local computer and System Administrator rights in Microsoft Dynamics AX.
To install application hotfixes, you must have the following additional rights in Microsoft SQL Server:
o
o
You are a member of the Securityadmin server role on the SQL Server instance.
You are assigned to the db_owner role in the model database.
Find, analyze, save, and install an update package (R3)
We recommend that you first complete this procedure on an instance of Microsoft Dynamics AX Application
Object Server (AOS) that is connected to the appropriate database instance, and select both binary and
application hotfixes. In this way, you create as few custom update packages as possible.
1. On any AOS, client, or database computer in the environment, run the Update installer (AXUpdate),
and accept the license terms.
2. On the Download or install updates page, click Download updates.
3. Lifecycle Services opens in a browser window. Log on, and select the appropriate update package.
4. Optional: If you have access to a project in Lifecycle Services that contains business processes that you
want to use to help select appropriate updates, click Get business process information for a Lifecycle
Services project. Select the appropriate project, and then click OK.
5. After the package downloads, the Select update type page opens. Select binary updates, application
updates, or both. For more information about hotfix types, see Apply updates and hotfixes
If binary updates are available for the computer that you are installing on, we strongly recommend that
you select them in addition to the application updates.
6. If you selected to install application updates, follow these steps:
1. On the Choose a model store page, select a local instance to update, or click Find a different
model store to enter the name of a remote database instance.
2. On the Select application updates page, you can select All updates, or Applicable updates. You
can optionally use the Fix type, Module, License code, Region/Country, or Business process
field list to filter the application updates.
You can group application updates by fix type, number of conflicts, business process, or
configuration key.
For any hotfix, the Details pane displays the KB number and title of the hotfix, the model and
layers that the hotfix applies to, and any updates that are included. Review the hotfix details,
and then click the Conflicts tab to view the conflict summary. Use Get conflict details to view
additional detailed information or open the Impact Analysis Wizard for a single hotfix.
3. The Review conflicts page lists the number of conflicts that are associated with each model file
that will be installed. To review conflicts in detail, click Impact Analysis Wizard. For
information about how to run the Impact Analysis Wizard, see Analyze updates (R3 and CU7).
4. On the Review updates page, click Next.
7. Optional: On the Save updates page, click Save custom update package. You can then reuse the
installation package that you have created on another computer in your environment.
After the custom update package has been created, you can open the location where it is stored.
Note
If you have selected binary updates, all binary updates are saved to the custom update
package that you create, regardless of the computer or components that you have chosen
to update.
8. To immediately install the selected updates on the current computer, click Install selected updates on
this computer, and then click Next.
9. On the Review components page, validate that the correct components are selected, and then click
Next.
10. On the Ready to install page, review the summary, and then click Install.
When installation is completed, you can see whether each component was installed.
11. Continue with the Perform post-installation steps section of this topic.
12. Use the instructions in the Install a saved update package (R3) section to install the same set of updates
on all appropriate computers in your environment.
Analyze updates (R3 and CU7)
1. The Welcome to Microsoft Dynamics AX Update SetupImpact Analysis Mode page lists all hotfixes
that you previously selected. Click Next.
2. On the Select client configuration page, select a client configuration or a configuration file to use for
comparison with the updates that you plan to install, and then click Next.
3. On the Select model store page, select a model store to analyze, and then click Next.
Note
The model store that you select must be the same model store that is used by the client
configuration that you selected.
4. On the Select baseline model store page, select a baseline model store to use for the impact analysis,
and then click Next.
Note
You can also select a non-local baseline model store or create a new baseline model
store.
The baseline model store that you select must be the same model store that is used by
the client configuration that you selected.
The Impact Analysis Wizard deletes the existing contents of the baseline model store to
perform the analysis.
5. The Review the impact analysis configuration page displays the selected configuration. For the Select
layers to analyze field, select whether to analyze all layers or only layers that include changes, and then
click Start Analysis.
Caution
Select layers to analyze is not available unless you have installed application hotfix KB
2885584, compiled the application, and started the Impact analysis wizard.
6. The Analyzing impact page is displayed until the analysis is completed.
7. The Results page lists the objects that are affected and the number of cross-references. Click Open the
impact analysis results log file to view the results.
8. Click Advanced to open the AX 2012 R2 client to view the details of the impact analysis.
9. Close the AX 2012 client.
10. Close the Impact Analysis Wizard.
Install a saved update package (R3)
By saving a custom update package, you can streamline the update process. When you create a custom update
package, you no longer have to download an update package or select the application hotfixes to install when
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you install updates. Instead, the parts of the update package that you have already selected can be applied
quickly in a new location.
1. Run the Update installer on the computer where you want to install a saved update package.
2. On the Download or install updates page, click Install updates, and then enter or browse to the location
of the update package that you previously saved.
3. On the Select update type page, select binary updates, application updates, or both.
4. If you chose to install application updates, follow these steps:
5. On the Review components page, validate that the correct components are selected, and then click
Next.
Install a single update for AX 2012 R3
If you download a single update for AX 2012 R3 from Lifecycle Services, CustomerSource, or PartnerSource,
a modified version of the Update installer is included with the update.
1. Run the Update installer (AXUpdate), and accept the license terms.
2. On the Review components page, select the components to update, and then click Next.
3. If database components are available, and you apply them, follow these steps:
4. On the Review components page, verify that the correct components are selected, and then click Next.
Apply a single update to AX 2012 R2, AX 2012 Feature Pack, AX 2012, or a cumulative update to
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AX 2012 Feature Pack or AX 2012

Download and extract an update from CustomerSource, PartnerSource, or Lifecycle Services
To find an update, you can browse or search on CustomerSource, PartnerSource, or Lifecycle Services.
We provide the following landing pages for hotfixes and cumulative updates on AX 2012 R2 Hotfix landing
page and AX 2012 Hotfix landing page.
You can also use Issue Search on Microsoft Dynamics Lifecycle Services, or search CustomerSource or
PartnerSource for Knowledge Base (KB) articles, and for information about hotfixes and updates that have
been released. On CustomerSource or PartnerSource, search for the term hotfix or cumulative update. If you
do not find information about the specific issue that you are experiencing, you can try one of the following
options:
Open a support request by contacting your partner or value-added reseller (VAR).

If you are enrolled in a support plan directly with Microsoft, log on to CustomerSource, and submit a
new support request.
Updates for Microsoft Dynamics AX are shipped as self-extracting executable files. Before you can install an
update, you must extract the files that are required to install it.
1. Download the update.
2. Double-click the downloaded file to extract the contents.
We recommend that you extract the files to a location that can be accessed from all servers and clients
that you plan to update.
Analyze the effect of a single update or hotfix on your environment (CU6 and earlier)
Microsoft Dynamics AX updates are shipped together with the Impact Analysis tool, AXImpactAnalysis.exe.
This tool is a version of the update installer that helps you determine the effect that an update has on your
environment before you install the update.
1. Browse to the location where you extracted the files for the service pack, right-click
AXImpactAnalysis.exe, and then click Run as Administrator.
2. On the Welcome to Microsoft Dynamics AX Update SetupImpact Analysis Mode page, click Next.
3. On the License terms page, review the license terms. Select the option to accept the license terms, and
then click Next.
4. On the Select client configuration page, select a client configuration or a configuration file to analyze,
Note
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Note
AXImpactAnalysis.exe deletes the existing contents of the baseline model store to
7. A list of affected objects is displayed. Click Impact Analysis to open the Microsoft Dynamics AX
client and view detailed results of the impact analysis.
You can use the Impact Analysis form to view details about the objects that are affected by the update,
and to export the results. You can perform the following actions:
Compare code Click Compare to open the Comparison Results form. From this form, the
changes that were made to an object that was loaded during the impact analysis can be
compared with the same object in two other layers.
o Review cross-references The bottom pane of the tool loads the cross-reference data for the
selected object. The data that is presented resembles the data that is presented in the Cross
References Used By view. If cross-reference data is not available, this pane provides an option
to update the cross-reference data. For new objects that do not exist in the Microsoft Dynamics
AX Application Object Tree (AOT), no cross-reference data is available.
8. Export the results of the impact analysis, so that you can more quickly make changes after you install
the update.
o
The following options are available. We recommend that you select Impact Analysis State.
o
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Summary Save the information about the objects that are loaded in the form to an XML file
that you select. Also save information about the layers where the objects exist, and the number
of cross-references.
Cross Reference Data Save more detailed information about the cross-references of the
objects by using Resource Description Format (RDF). For more information about RDF, see
http://www.w3.org/RDF/.
Impact Analysis State (IAS) Save the objects that are loaded in the form to an XML file. This
file has an .ias file name extension. After you save the objects to an .ias file, you can load the
same list of objects into the Impact Analysis form later. This capability is helpful when you
must install a hotfix, because you might want to save the list of objects before you start the
installation. After the installation is completed, you can reload the objects for additional
analysis.
Install a single update or hotfix (CU6 and earlier)
1. Browse to the location where you extracted the files for the update, and then double-click
AxUpdate.exe.
2. On the Welcome to Microsoft Dynamics AX Update Setup page, click Next.
then click Next.
4. On the Select components page, in the list of components that can be updated, select the components to
update, and then click Next.
If you update a database instance, you can select the name of the instance to update the local instance.
Alternatively, you can select Other to select a remote instance to update. In this case, a Database
instance page is displayed, where you can select the remote instance.
5. On the Ready to install page, review the summary of the components that are being updated, and then
click Install.
6. When the update is completed, click Finish to close the wizard.
7. After the installation is completed, examine the log files that were created by AXUpdate.exe. By
default, log files are saved to a subfolder of the %ALLUSERSPROFILE%\Microsoft\Dynamics
AX\Dynamics AX Setup Logs folder.
8. Continue with the Perform post-installation steps section.
Apply cumulative update 7 for Microsoft Dynamics AX 2012 R2
The installer for cumulative update 7 introduced was updated significantly from prior releases. For details
about the features added see: What's new: Update installer.
Important
If you have previously installed the Data Import/Export Framework from InformationSource,
you must fully uninstall it before installing cumulative update 7 for Microsoft Dynamics AX
2012 R2.
If you previously applied any hotfixes that are not included in a cumulative update, these
hotfixes are lost during installation. You must reapply the hotfixes after installation.
Cumulative update 7 offers the following installation options:
14
Install all CU7 updates (express installation)

Install a subset of cumulative update 7
1. Install CU7 binary updates on a computer
2. Install the Data Import/Export Framework (binary updates)

3. Install CU7 application updates
Important
Users upgrading from a previous AX 2012 R2 version may experience compiler errors on a few
forms that were not intentionally modified in the previous version. These compiler errors may
appear on the following forms SalesTable, SalesQuotationProjTable, and
SalesQuotationTable.
To work around this issue, see the blog post Unexpected Compiler Errors installing Cumulative
Update 7 for Microsoft Dynamics AX 2012 R2.
Uninstall the Data Import/Export Framework or Data Migration Framework (CU7)
If you have previously installed the Data Import/Export Framework from InformationSource, you must fully
uninstall it before installing cumulative update 7 for Microsoft Dynamics AX 2012 R2.
1. Use Control Panel > Add/Remove Programs to remove all Data Import/Export Framework or Data
Migration Framework binary files.
2. Uninstall any model from the FPK layer with a name that begins with DMF. For more information
about uninstalling models, see How to: Remove (Uninstall) a Model.
Download and extract CU7
Cumulative update 7 is available for download on CustomerSource, in KB885603.

Follow the recommendations in the section Download and extract an update from CustomerSource,
PartnerSource, or Lifecycle Services to extract the download.
Install all updates using express installation (CU7)
AxUpdate.exe.
3. On the Software license terms page, review the license terms, and then click Accept and continue.
4. On the Select packages to update page, select the packages to update, and then click Next.
Only updates that are available for installation can be selected.
5. Select all applicable packages that can be installed, and then click Next. You must select Database as
one of the packages.
6. On the Choose a model store page, select a local instance to update, or click Add existing model store
to enter the name of a remote database instance.
15
7. On the Select type of installation page, click Express installation.

Review the updates (model files) that will be installed. To review conflicts, you can click Show conflict
details for all updates. To review updates in detail, click Impact Analysis Wizard. For information
about how to run the Impact Analysis Wizard, see Run the Impact Analysis Wizard to analyze updates
(MSDAX63_2nd and CU7).
8. On the Review updates to be installed page, click Next.
Install a subset of a cumulative update (CU7)
The update installer lets you install a subset of a cumulative update.

Important
We strongly recommend that you perform the following procedures in the order listed.
Install binary updates for Microsoft Dynamics AX Application Object Server (AOS), the client, components, Setup, or
Microsoft Dynamics AX 2012 for Retail (CU7)
Use the following procedure to install any binary update.

Important
All binary updates on a computer must be updated at the same time. If more than one AOS
instance is installed, all the instances must be updated.
AxUpdate.exe.
4. On the Select packages to update page, select the packages to update, and then click Next.
Only updates that are available for installation can be selected.
5. Clear Database, select all other packages that can be installed on the local computer, and then click
Next.
7. On the Ready to install page, review the summary, select the Automatically restart the AOS instances
after installation check box, and then click Install.
8. After the installation is completed, verify that the updates were installed successfully and then exit the
wizard.
9. In order to be able to use Advanced installation mode to choose specific application hotfixes to apply to
the database, you must first install the binary components including the client, reinitialize the model
16
store, and then return to the update installer. For information about reinitializing the model store, see:
Reinitialize the model store.
10. Continue with either the Install the Data Import/Export Framework (binary) section or the Perform
post-installation steps section.
Install the Data Import/Export Framework binary updates (CU7)
As of cumulative update 7, you can install the Data Import/Export Framework from the update installer. For an
overview of the Data Import/Export Framework, see Data import/export framework user guide (DIXF, DMF).
Caution
These instructions only work when SQL Server 2008 or SQL Server 2012 Integration Services
are installed. To install Data Import/Export Framework with later versions of SQL Server
Integration Services, see Install the AX 2012 R2 CU7 version of the Data import/export
framework for use with SQL Server 2014 (DIXF).
Note that no matter the version, updates to DIXF can be installed by using the update installer.
If you have previously installed the Data Import/Export Framework from InformationSource or
Lifecycle Services, you must fully uninstall it before installing again with cumulative update 7
for Microsoft Dynamics AX 2012 R2. For more information, see Uninstall the Data
Import/Export Framework or Data Migration Framework.
AxUpdate.exe.
4. On the Select packages to update page, select the components of the Data Import/Export Framework
that can be installed on the local computer, and then click Next.
5. The prerequisite validation check runs. Address any issues that the prerequisite check finds outside the
installer, and then restart the validation check. When all prerequisites have been found, click Next.
6. If you are installing on the computer that runs Microsoft SQL Server Integration Services, specify a
service account and the version of SQL Server that is running. We recommend that you use the AOS
service account.
or
If you are installing on the AOS computer, specify the name of the server that is running SQL Server
Integration Services.
8. On the Ready to install page, review the summary, select the Automatically restart the AOS instances
after installation check box, and then click Install.
17
9. After the installation is completed, verify that the updates were installed successfully, and then exit the
wizard.
Install application (database) updates (CU7)
To update application features, you update the database. The Update wizard lets you apply all application
updates. Alternatively, you can select application updates to install based on module, configuration key, locale,
or the business processes that you have modeled in Microsoft Dynamics Lifecycle Services.
AxUpdate.exe.
4. On the Select packages to update page, select all applicable packages that can be installed on the local
computer, and then click Next. You must select Database as one of the packages.
5. On the Choose a model store page, select a local instance to update, or click Add existing model store
to enter the name of a remote database instance.
6. On the Select type of installation page, click Advanced installation.
7. Optional: If you have access to a project in Lifecycle Services that contains business processes that you
want to use to help select appropriate updates, click Log on to Microsoft Dynamics Lifecycle Services,
and then click Next. When a browser window opens, follow these steps:
1. Log on to Lifecycle Services.
2. If the Lifecycle Services License terms page opens, click Accept and continue.
3. Select a Lifecycle Services project and then click OK.
Once the business process information has been retrieved, the browser window closes.
8. On the Select application updates page, click Applicable updates. You can optionally use the Group by
list to filter the application updates by module, country/region, configuration key, or business process.
For any hotfix, the details pane displays the title of the hotfix, the model and layers that the hotfix
applies to, and any updates that are included. Review the hotfix details, and then click the Conflicts tab
to view the conflict summary. Use Get conflict details to view additional detailed information or open
the Impact Analysis Wizard for a single hotfix.
Important
We strongly recommend that you install hotfixes KB 2885584 (Impact wizard update)
and KB 2894100 (Update checklist merge code feature) with any installation, so that
you get the full functionality of the changes made to the update features.
9. Select all appropriate hotfixes for your environment, and then click Next.
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The Review updates to be installed page opens. This page lists the models that will be installed and the
details (model name, description, layer, and updates that are included).
10. On the Review updates to be installed page, we recommend that you click Show conflict details for all
updates, and then, on the Conflict details page, click Impact Analysis Wizard. For information about
the Impact Analysis Wizard, see Run the Impact Analysis Wizard to analyze updates (MSDAX63_2nd
and CU7).
You may also want to click Export update list, so that you can later use the file to speed up applying
application updates to another computer.
13. After the installation is completed, verify that the updates were installed successfully, and then exit the
wizard.
Apply cumulative update 6 for Microsoft Dynamics AX 2012
This section describes how to install and analyze updates for cumulative update 6.
Note
If you previously applied any hotfixes that are not included in a cumulative update, these
hotfixes are lost during installation. You must reapply the hotfixes after installation.
Download and extract CU6
Cumulative update 6 is available for download on CustomerSource, in KB 2850972.

Follow the recommendations in the section Download and extract an update from CustomerSource,
PartnerSource, or Lifecycle Services to extract the download.
Install updates (CU6)
Caution
In order to be able to choose specific application hotfixes to apply to the database, you must
first install the binary components including the client and then reinitialize the model store, and
then return to the update installer.
For instructions for reinitializing the model store, see Reinitialize the model store.
AxUpdate.exe.
19
then click Next.
4. If you do not select Database, go to step 6.
or
If you select Database, follow these steps:
1. On the Database instances page, select a local instance to update, or enter the name of a remote
database instance.
2. On the Select type of installation page, select Express or Advanced.
If you select Express, all hotfixes in the update will be installed. Go to step 5.
If you select Advanced, you can select which hotfixes to install on the Select database
updates page.
3. On the Select database updates page, select the hotfixes to install, and then click Next. The
information that is displayed changes based on your selection.
You can select individual hotfixes in the update to install, based on the module,
country/region, or configuration key.
Click Display only applicable updates based on installed and licensed features to filter
the list further.
For each hotfix that you select, the page displays the title of the hotfix, the model and
layers that the hotfix applies to, and any updates that are included.
Click Get conflict summary to show the number of objects that are affected. These
objects include tables, classes, forms, and reports.
For more information, click Get conflict details to view a list of conflicts and details
about each. To further analyze the effect of the conflicts, click Launch Impact Analysis
Wizard. For information about the wizard, see Run the Impact Analysis wizard
(recommended).
5. The Review updates to be installed page opens. This page lists the models that will be installed and the
details (model name, description, layer, and updates that are included).
Optional but strongly recommended: Click Show conflict details for all updates to start the Impact
Analysis Wizard for the selected updates. For more information, see Run the Impact Analysis wizard
(recommended).
6. On the Ready to install page, review the summary of the components that are being updated, and then
click Install.
7. When the update is completed, click Finish to close the wizard.
8. After the installation is completed, examine the log files that were created by AXUpdate.exe. By
default, log files are saved to a subfolder of the %ALLUSERSPROFILE%\Microsoft\Dynamics
AX\Dynamics AX Setup Logs folder.
20

Analyze updates (CU6)
1. On the Welcome to Microsoft Dynamics AX Update SetupImpact Analysis Mode page, click Next.
2. On the Select client configuration page, select a client configuration or a configuration file to analyze,
Note
Note
You can also select a non-local baseline model store or create a new baseline model
store.
The baseline model store that you select must be the same model store that is used by
the client configuration that you selected.
The Impact Analysis Wizard deletes the existing contents of the baseline model store to
5. The Review the impact analysis configuration page displays the selected configuration. Click Start
Analysis.
The Analyzing impact page is displayed until the analysis is completed.
6. The Results page lists the objects that are affected and the number of cross-references. Click Open the
impact analysis results log file to view the results.
7. Close the wizard.
The procedures in this section must be performed after the installation has been successfully completed.
Reinitialize the model store
21
Many hotfixes require that you reinitialize the model store after installation. You should assume that all
cumulative updates require reinitializing. The hotfix description indicates whether this step is required. You
can use either Windows PowerShell or AXUtil to perform this step.
1. On the Start menu, point to All Programs, point to Administrative Tools, and then click Microsoft
Dynamics AX Management Shell.
2. At the Windows PowerShell command prompt, PS C:\>, type the following command, and then press
ENTER.
Windows PowerShell
Copy
Initialize-AXModelStore
This command reinitializes the default model store.

For more information, see Initialize-AXModelStore.
Restart AOS and Internet Information Services (IIS)
You must restart both AOS and IIS after the installation is completed.
1. Restart the AOS service for the instance.
Note
If labels are not displayed correctly after you start the client, you may not have restarted
the AOS instance.
If you did restart the AOS and you are still not seeing correct labels, you may need to
remove the .ald (label) files from the folder C:\Program Files\Microsoft Dynamics
AX\60\Server\<instancename>\bin\Application\Appl\Standard, and then restart the
AOS.
2. If Enterprise Portal for Microsoft Dynamics AX is deployed in your environment, open a Command
Prompt window on the Enterprise Portal server, type iisreset, and then press ENTER.
Caution
If you do not restart IIS, you receive the following message, and Enterprise Portal is not
deployed to other servers if you try to redeploy: Could not load type
Microsoft.Dynamics.Framework.Portal.EPSoapSecurity
22
Complete the software update checklist
Before the changes to the model store that were included in the update can be fully implemented, you must
complete additional tasks. The software update checklist helps you complete these tasks.
Note
The software update checklist is available by default in AX 2012 R3, and in AX 2012 R2 CU7.
It is also available in application hotfixes and cumulative updates that have a version number of
6.0.947.339 or higher. When you start the client, if you do not see the Start the software update
checklist option that is mentioned in the following procedure, install hotfix KB2616405.
The Merge code automatically checklist item is available by default in Microsoft Dynamics AX
2012 R3. It was added to the checklist in cumulative update 7 for Microsoft Dynamics AX 2012
R2, in hotfix KB 2894100 (Update checklist merge code feature).
The Merge code automatically feature simplifies the process of installing hotfixes and fixing conflicts between
hotfixes and the customizations in an environment. It compares the model elements in the customization layer
with the corresponding elements in the hotfix and SYS layers. Where there are differences in the code between
these elements, the feature attempts to resolve the differences in a way that preserves both the customization
and hotfix functionality. This is not always possible, and some conflicts will require manual effort to resolve.
All changes are made in the active customization layer.
When conflicts are resolved, all of the code from each layer involved in the merge appears in the
customization layer with appropriate annotations. Code that the tool does not evaluate as applicable is
commented, while code that is applicable and should be included in the result is left uncommented. This
preserves the information used to make the merge decision so that it can be easily reviewed while still fixing
compilation and functional issues in the code that resulted from hotfix installation. When conflicts cannot be
resolved automatically, a TODO comment is added to the code and the code is annotated.
The typical process for using this feature is:
1. After installing an update, open the client in the lowest layer with customizations that you want to
merge hotfix changes into.
2. Run the software update checklist.
3. Compile the application.
4. Click Merge code automatically.
5. Specify the title for the project to be created when prompted, and then run the tool.
After the comparison has completed, a form displays the results of the merge. For changes that were
merged successfully, the changes should be reviewed to ensure that they are correct. For changes that
remain in conflict, the user must manually investigate and merge conflicts.
23
6. After resolving all conflicts, compile the application again and perform whatever functional testing is
required to ensure that all conflicts have been merged.
7. Repeat for each layer that contains customizations.
Run the software update checklist
1. Start the Microsoft Dynamics AX client.

When you start the client, you receive the following message: The model store has been modified.
2. Click Start the software update checklist.
3. Complete the items on the checklist, in the order in which they are listed.
Checklist
section
Option and description

Restart Application Object Server
Upgrade
preparation
Code upgrade
We recommend that you restart the AOS instance before you start the
client. However, if you did not restart the AOS instance, restart it now,
and then mark this task complete.
Compile application
This option compiles X++ code for the application. Compilation can
require an hour or longer.
Detect code upgrade conflicts
This option creates upgrade projects that contain conflicting model
elements.
Merge code automatically
This control is not available in versions of Microsoft Dynamics AX 2012
prior to cumulative update 7 for AX 2012 R2.
This option resolves conflicts with existing code automatically where
possible, and creates a merge project that you can review.
Note
For CU7, This option will not function until you have compiled the
application the first time after installing hotfix KB 2894100.
Compile into .NET CIL
24
After you have resolved any conflicts for the code upgrade, you can use
this option to compile the application into common intermediate
language (CIL) code for the Microsoft .NET Framework.
Restart all AOS instances automatically
We recommend that you restart all AOS instances to make sure that the
code used to run batch processing is up to date.
Detect update scripts (Required)
This option finds and registers update scripts that require additional
Data upgrade processing.
The appearance of the checklist varies, depending on whether update
scripts are detected.
Presynchronize
This option appears only if upgrade scripts were detected.
Synchronize database
This option is required even if update scripts were not detected.
Launch data upgrade (required)
This option appears only if upgrade scripts were detected. This option
opens the data upgrade checklist. For information about how to complete
the data upgrade, see Launch data upgrade.
Upgrade additional features
This option appears only if upgrade scripts were detected. This option
opens the Data upgrade cockpit form. For more information, see Data
upgrade cockpit (form).
Next steps
In your test environment, after you have installed updates on the database, AOS instance, and client, you
should deploy required updates to the report server, Enterprise Portal, and retail components. For more
information, see the following resources:
Deploy updated reports to a report server

Deploy updates to Enterprise Portal
Deploy updates in a retail environment
Validate the update
25
After an update has been successfully installed, check the install log to make sure that there are no error
messages and warnings that can affect the operation of the system. Test the system for the following
conditions:
The change that was implemented by the update is working as you expected.
The change has not affected other areas of the system.
The Microsoft Dynamics AX application as a whole is working as you expected.
Roll an update forward to the production environment
After the update has been tested, you must install the update in the production environment. You must install
all binary and pre-processing hotfixes, but should roll the application changes forward to the production
environment by importing and exporting the model store. Use the methodology that is described in Deploying
Customizations Across Microsoft Dynamics AX 2012 Environments (White paper) and How to: Export and
Import a Model Store. By exporting and importing the model store, you can avoid having to compile code in
the production environment.
Help keep your Microsoft Dynamics AX 2012 R3 implementations current by using the new update experience
powered by LCS and Microsoft Azure. Install CUs easily and quickly to your Microsoft Dynamics AX 2012 R3
implementations. It also provides access to a group of updates that can be used for slipstream installations, all
of which is designed to simplify and speed applying updates to your implementations, helping to reduce
downtime.
26
Click the Updates tile.
27
Click Download and install the

Update installer on those systems that
might need updates.
Start the installer, and accept the

license agreement.
In the left pane, click Download and

install updates.
Select Download and install updates.
Tip: Install updates is for when you have an

update file that you have downloaded and are
installing on another system in your
environment.
28
Click Next.
Log on to LCS.
Choose which updates to download

from the list.
Details about the selection are displayed just

below the field.
If you want to use the business processes in a
project to help select the appropriate
updates:
Select the check box.
Select the appropriate one from the

list.
Click OK.
The updates package will download.
Select Binary updates, Application

updates, or both.
For information about the different hotfix

types, click here.
29
Binary hotfixes Objects and

components that are installed by
using standard Windows installer
(MSI) files are patched with Windows
Installer Patch (MSP) files and are
applied by using AXUpdate.exe. These
updates are cumulative: each binary
hotfix contains changes from all

previously released hotfixes.
Application hotfixes Application

hotfixes are those that are provided by
using application model (.axmodel)
files to any of the Microsoft
application patch layers (SYP, GLP,
FPP, SLP). Unlike binary hotfixes,
application hotfixes target a specific
fix and are not cumulative in nature.
Click Next.
For application updates:
Select the local instance to update

from the list.
or
Click Find a different model store to
enter the name of a remote database
instance.
Click Next.
Tip: You will see your progress shown as you

move down the list in the left column
Select All updates or Application

update.
Use the Fix type, Module, License

code, Region/Country, or Business
process (Lifecycle Services) fields to
filter the application update.
Under Search, to group application updates:
30
Select Fix type, Number of conflicts,

Business process, or Configuration
key.
Click the Details tab to display the KB

number and title of the hotfix, the
model and layers that the hotfix
applies to, and any updates that are
included.
Review the hotfix details.
Click the Conflicts tab to view the

conflict summary.
Click Get conflict details to view

additional detailed information, or
open the Impact Analysis Wizard for a
single hotfix.
Click Next.
The Review conflicts page lists the number

of conflicts that are associated with each
model file that will be installed.
Click Export to Excel to view the

conflicts in Excel.
Use the report to help analyze the impact of

the updates and plan the installations to
reduce system impact and maximize uptime.
Click Impact Analysis wizard to

review the conflicts in detail.
Tip: For information about how to run the

Impact Analysis Wizard, see Apply updates to
database, AOS, and clients.
31
Here you can review the updates to see the

total that will be downloaded into the update
package.
Click Next.
To save the package so you can install it on

another computer in your environment:
Click Save custom update package.
Click Next.
You will review and then install the files on

the current computer.
32
To install the saved update:
Open the wizard, and then accept the

software license terms.
Select Install updates, and then

browse to and select the downloaded
update package.
Click Next.
Select Binary updates, Application

updates, or both.
Unlike the preceding scenario, you will also

see Express and Custom options.
33
Select Express if you want to install

the entire download package.
Select Custom to choose the specific

updates to install.
Click Next.
For application updates:
Select the local instance to update

from the list.
or
Click Find a different model store to
enter the name of a remote database
instance.
Click Next.
The Review conflicts page lists the number

of conflicts that are associated with each
model file that will be installed.
Click Export to Excel to view the

conflicts in Excel.
Use the report to help analyze the impact of

the updates and plan the installations to
reduce system impact and maximize uptime.
Click Impact Analysis Wizard to

review the conflicts in detail.
Tip: For information about how to run the

Impact Analysis Wizard, see Apply updates to
database, AOS, and clients.
34
On the Review updates page:
Click Next.
On the Review components page,

make sure the correct ones are
selected.
Click Next.
On the Ready to install page, review

the summary.
Click Install.
Include cumulative updates and hotfixes in a new installation (slipstreaming)

Updated: April 19, 2014
35
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012
Feature Pack, Microsoft Dynamics AX 2012
If you are installing Microsoft Dynamics AX components for the first time, and cumulative updates, binary
hotfixes, or service packs for Microsoft Dynamics AX are available, you can incorporate the updates into the
installation by using a process that is known as slipstreaming. When updates are slipstreamed, Setup
automatically detects and applies them. In this way, the time that is required to install the whole Microsoft
Dynamics AX solution is reduced.
Note
Components that were previously installed are not updated during a later slipstream installation.
For example, an instance of Application Object Server (AOS) is installed on a server. Later, you
add updates to the installation source, and you also install another Microsoft Dynamics AX
component on the same server. In this scenario, the existing AOS instance is not updated.
You can slipstream the following kinds of updates:
Cumulative updates
Binary hotfixes
Help content updates
Service packs
Application (database) hotfixes cannot be included in the slipstreaming process. They must be installed by
using AxUpdate.exe.
The Updates folder
Before you install Microsoft Dynamics AX, you copy the DVD to a network location. This lets you modify the
installation media to create a slipstream installation. Incorporate updates into the installation process by
copying files to the Updates folder in the shared network location.
Note
For more information about how to install Microsoft Dynamics AX from a shared network
folder, see Create a shared directory for installation.
In the Updates folder, create a subfolder for each update package that you download. We recommend that you
use the Knowledge Base article numbers of the updates as the names of the subfolders. For example, for the
update that is associated with Knowledge Base article number 123456, create a subfolder that is named
KB123456.
Extract each update into the appropriate subfolder. The following illustration shows an example of the
recommended folder structure:
36
Any time that you apply a cumulative update package or a binary hotfix to your environment, we strongly
recommend that you add the installation package to the Updates folder. This practice ensures that you can
deploy new servers, clients, and other components of the correct version quickly. You should also make a copy
of the updated installation media per your system recovery strategy.
The slipstreaming process
The following is a high-level overview of the slipstreaming process:

1. To find cumulative updates:
o For AX 2012 R3, go to Microsoft Dynamics Lifecycle Services, and after selecting a project,
click Updates. In the Updates to include with new installations section, select the slipstreamable
update package that you want, and download it.
o For AX 2012 R2 or earlier, visit the hotfix pages for Microsoft Dynamics AX 2012 or
Microsoft Dynamics AX 2012 R2 on the CustomerSource web site. Logon is required.
2. Create a shared network location from which to install Microsoft Dynamics AX.
3. In the Updates folder, create a subfolder for each update package that you download. Then extract each
update into the appropriate subfolder.
4. Run Setup and select the components that you want to install. Setup detects and installs the updates.
Follow the usual installation procedures to install Microsoft Dynamics AX components. For detailed
installation instructions for each Microsoft Dynamics AX 2012 component, see Install Microsoft
Dynamics AX.
To install updates for Help content, you must select the Help Server component, and then select the
updated content sets on the Language and content selection page.
37
There are a number of other update scenarios that are supported, including slipstreaming. When you are
installing Microsoft Dynamics AX components for the first time, and cumulative updates, binary hotfixes, or
service packs for Microsoft Dynamics AX are available, you can incorporate the updates into the installation by
using a process that is known as slipstreaming. When updates are slipstreamed, Setup automatically detects
and applies them. In this way, the time that is required to install the whole Microsoft Dynamics AX solution is
reduced. For more information about slipstreaming and the details of other updates installations, click here.
Updates and Update installer help simplify the process of keeping your systems current. Whether you are
updating a few servers or hundreds, the Cloud powered support update experience allows you to easily select
the application updates to install based on criteria, even down to the region or business process, to easily
identify only the updates relevant to your systems. This helps you plan what updates will be installed and
when, helping you keep your systems up and running longer and reduce downtime.
Disclaimer
2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics
and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. Other names and brands may be claimed as the property of others.
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.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE
RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
38
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE

INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR
OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
Microsoft products are not intended for use in medical, life-saving, or life-sustaining applications.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your
people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar
Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a
way that helps you drive business success.
U.S. and Canada Toll Free 1-888-477-7989
Worldwide +1-701-281-6500 www.microsoft.com/dynamics
39

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Microsoft Dynamics AX

Lifecycle Services: Operate Phase: Updates

Next steps ........................................................................................................................................................................................... 25

Operate Phase Updates

Updated: April 22, 2014

Apply updates to database, AOS, and clients

Apply updates to database, AOS, and clients

Apply a group of updates to AX 2012 R3

A downloadable guide for installing AX 2012 R3

Apply a single update to AX 2012 R3

Install a single update for AX 2012 R3

Apply a single update to AX 2012 R2, AX 2012

Prepare the environment for updates

Download and extract an update from

Apply cumulative update 7 for Microsoft Dynamics

Download and extract AX 2012 R2

Install all updates using express

Perform post-installation steps

Install updates (CU6)

Deploy updates to the rest of the environment

Deploy updates to Enterprise Portal

Validate the update

Roll an update forward to the production

Prepare the environment for updates

To extract the Update installer, you must be an administrator on the local

Find, analyze, save, and install an update package (R3)

AX 2012 Feature Pack or AX 2012

Open a support request by contacting your partner or value-added reseller (VAR).

Install all CU7 updates (express installation)

2. Install the Data Import/Export Framework (binary updates)

Cumulative update 7 is available for download on CustomerSource, in KB885603.

7. On the Select type of installation page, click Express installation.

The update installer lets you install a subset of a cumulative update.

Use the following procedure to install any binary update.

Cumulative update 6 is available for download on CustomerSource, in KB 2850972.

9. Continue with the Perform post-installation steps section.

This command reinitializes the default model store.

Complete the software update checklist

1. Start the Microsoft Dynamics AX client.

Option and description

Deploy updated reports to a report server

Click the Updates tile.

Click Download and install the

Start the installer, and accept the

In the left pane, click Download and

Select Download and install updates.

Tip: Install updates is for when you have an

Choose which updates to download

Details about the selection are displayed just

Select the check box.

Select the appropriate one from the

The updates package will download.

Select Binary updates, Application

For information about the different hotfix

Binary hotfixes Objects and

hotfix contains changes from all

Application hotfixes Application

For application updates:

Select the local instance to update

Tip: You will see your progress shown as you

Select All updates or Application

Use the Fix type, Module, License

Under Search, to group application updates:

Select Fix type, Number of conflicts,