Upgrade Toolkit for Upgrading Data from Microsoft Dynamics NAV ... http://blogs.msdn.com/b/nav/archive/2013/11/22/upgrade-toolkit-for-u...

Microsoft Dynamics
NAV Team Blog

Upgrade Toolkit for Upgrading Data from Microsoft

Dynamics NAV 2009 R2 and Microsoft Dynamics
NAV 2009 SP1 to Microsoft Dynamics NAV 2013 R2
navteam 22 Nov 2013 8:00 AM 40

The components needed to upgrade data directly from Microsoft Dynamics NAV 2009 R2 to Microsoft
Dynamics NAV 2013 R2 are now available for download.

Download the upgrade toolkit from PartnerSource or from CustomerSource.

In order to use the toolkit to upgrade data from Microsoft Dynamics 2009 R2 or Microsoft Dynamics
NAV 2009 SP1, you will also need the Microsoft Dynamics NAV 2013 development environment and
Microsoft Dynamics NAV 2013 R2.

At the Directions EMEA conference in Vienna and the Directions US conference in Nashville, we said
that we have a team that is focusing on the Microsoft Dynamics NAV upgrade story. Going through the
big transformation from the classic stack to the new product architecture in Microsoft Dynamics NAV
2009 was not easy and is challenging many customers and partners. So for our team, it is essential
that the final outcome of our work is that each upgrade is easier, requires significantly less effort, and
that it does not disrupt the daily business for our customers.

In Microsoft Dynamics NAV 2013 R2, we introduced support for converting a Microsoft Dynamics NAV
2013 database so that you can run an application that was created in Microsoft Dynamics NAV 2013 on
the Microsoft Dynamics NAV 2013 R2 platform, also known as a technical upgrade.

Note: We strongly recommend that you upgrade the application objects as well so that your solution
includes the important application fixes and new functionality that is introduced in Microsoft Dynamics
NAV 2013 R2.

Secondly, you can fully automate the data upgrade process using the Windows PowerShell scripts that
we included in the Microsoft Dynamics NAV 2013 R2 product media. Historically, this process has been
known for its tediousness and high risk of human error when multiple operations had to be executed
consecutively in all companies of the database that you were upgrading. The scripts automate this
work so that you can test and execute your data upgrades more reliably.

Now with this delivery, we introduce an upgrade toolkit for upgrading the data from Microsoft Dynamics
NAV 2009 R2 to Microsoft Dynamics NAV 2013 R2. This significantly simplifies the upgrade process for
those of you coming from Microsoft Dynamics NAV 2009 R2 – or Microsoft Dynamics NAV 2009 SP1.

Included in the new upgrade toolkit are all known data upgrade-related application hotfixes that we are
aware of, and we also addressed several platform issues that affected the upgrade scenario.

Note: You must download the latest Microsoft Dynamics NAV platform hotfixes before you start using
the upgrade toolkit. The required hotfixes for Microsoft Dynamics NAV 2013 are available in the latest
hotfix rollup, which you can download from PartnerSource or CustomerSource. For Microsoft Dynamics
NAV 2013 R2, you can download the required hotfixes from PartnerSource or CustomerSource.

When you download the new upgrade toolkit from the link above, you can use it to simply your
upgrade process. Here are the main steps in upgrading from Microsoft Dynamics NAV 2009 R2 (or

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Microsoft Dynamics NAV 2009 SP1) by using the new upgrade toolkit

To upgrade data from a Microsoft Dynamics NAV 2009 R2

or Microsoft Dynamics NAV 2009 SP1 database
1. In the Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1 development
environment (Classic client):
a. Create a copy or a backup of your old Microsoft Dynamics NAV 2009 R2 database, and
open it in the Microsoft Dynamics NAV 2009 R2 development environment.
b. Add your partner license to the database.
You can do this by selecting the Save License in Database field in the Alter
Database window. If the field was not already selected, a dialog box opens so you can
specify the location of your partner license.
If the field was already selected, upload the partner license from the License
Information window.
c. Open the Object Designer, and then import Upgrade601701.1.fob. If the .fob file
contains objects with conflicting versions that are already in the database, the Import
Worksheet window opens. Choose Replace All.
d. For each company in the database, open the company, and make the relevant changes to
data. For more information, see Task 3: Data/Object Changes Prior to Step 1 in the MSDN
Library.
2. Then, from the Object Designer, run form 104001, Upgrade - Old Version. Choose
the Transfer Data button. Repeat this action for each company in the database. Then choose
the Delete Objects button.
This action deletes all objects in the database that are not tables, but also obsolete tables that
belong to functionality that is not available in Microsoft Dynamics NAV 2013 R2.
3. Uninstall Microsoft Dynamics NAV 2009 R2, and then install Microsoft Dynamics NAV 2013.
4. Change the compatibility level of your database. For SQL Server 2008 and SQL Server 2008 R2,
verify that the compatibility level of the database is set to 100. For SQL Server 2012, set the
compatibility level to 110.
5. In the Microsoft Dynamics NAV 2013 development environment, open the Microsoft Dynamics
NAV 2009 R2 database and agree to convert the database. The database has now been
technically upgraded to Microsoft Dynamics NAV 2013.
6. Uninstall Microsoft Dynamics NAV 2013, and then install Microsoft Dynamics NAV 2013 R2.
7. In the Microsoft Dynamics NAV 2013 R2 development environment:
a. Open the Microsoft Dynamics NAV 2013 database and agree to convert the database.
b. Compile the system tables. You can find the tables by setting a filter for table ID
2000000004..2000000130.
In the following step, you will be connecting a Microsoft Dynamics NAV Server instance to
the database.
8. Make sure that the service account that the Microsoft Dynamics NAV Server instance uses has
the db_owner role for the database. Connect the Microsoft Dynamics NAV Server instance to the
database, and then start the service instance.
9. In the Microsoft Dynamics NAV 2013 R2 development environment:
a. On the Tools menu, open Options, and then, make sure that the Prevent data loss
from table changes field is set to Yes.You must also make sure that the Server Name,
Server Instance, and Server Port fields are filled in.
This ensures that the Microsoft Dynamics NAV Server instance that is connected to the
database will verify that no operation will cause loss of data in the development
environment.
b. Import all customized objects in .fob format into the upgraded database. If the .fob file
contains objects with conflicting versions that are already in the database, the Import
Worksheet window opens. Choose Replace All.
c. Make sure all objects are compiled.
d. Import Upgrade Step 2 objects from the Upgrade601701.2.fob file.If the .fob file
contains objects with conflicting versions that are already in the database, the Import
Worksheet window opens. Choose Replace All.
10. Open the Microsoft Dynamics NAV 2013 R2 Windows client to verify that you are connected to
the Microsoft Dynamics NAV Server instance that is connected to the database being upgraded.

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Next, you will run Upgrade Step 2 in each company in the upgraded database. You can get a list
of all existing companies in the database by running the Get-NAVCompany cmdlet and passing as
an argument the Microsoft Dynamics NAV Server instance which is connected to the upgraded
database.
You will run objects directly from the development environment, so you must specify the
company that the objects must run in in the Options window.
11. In the Microsoft Dynamics NAV 2013 R2 development environment:
a. On the Tools menu, open Options, and then, in the Company field, specify the name of
the first company.
b. In the Object Designer, find page 104002 Upgrade - New Version, and then choose Run.
c. In the Upgrade - New Version window, choose Test Database Connection to make
sure that the C/AL code that is triggered by the actions on the page has access to the
database.
If your database is on a named SQL Server instance, you must specify the full name in the
SQL Server Name field.
d. Choose Transfer Data.
If the process is successful, and you don't have to revisit the upgrade logs, you can clean
the content of the Upgrade Time Log table.
e. On the Navigate tab, choose Time Log, and then, in the Upgrade Time Log page, delete
all records.
f. Close the Upgrade - New Version window, and then close the Microsoft Dynamics NAV
Windows client.
12. Repeat step 11 for each remaining company in the database.
13. When you have successfully transferred data in the last company, you must upgrade data that is
common to all companies in the database, such as permissions, permission sets, web services,
profiles and control add-ins.
14. Upgrade data common to all companies such as permissions, permission sets, web services,
profiles and control add-ins.
If the customer has changed the Read/Write/Modify/Delete/Execute settings for any of the
standard permissions, or customized default permission sets in any way, you must merge these
changes into the default permissions sets and permissions that are included in Microsoft
Dynamics NAV 2013 R2. You can use XMLport 104001 Import/Export Roles and XMLport
104002 Import/Export Permissions to export the new default roles and permissions from the
CRONUS International Ltd. demonstration database in Microsoft Dynamics NAV 2013 R2. You can
add control add-ins in the Control Add-ins window in the Microsoft Dynamics NAV Windows
client. For more information, see How to: Register a Windows Client Control Add-in. For example,
the following client control add-ins are available from the Microsoft Dynamics NAV 2013 R2
product media:
Microsoft.Dynamics.Nav.Client.BusinessChart
Microsoft.Dynamics.Nav.Client.PageReady
Microsoft.Dynamics.Nav.Client.PingPong
Microsoft.Dynamics.Nav.Client.VideoPlayer
15. Delete the upgrade toolkit objects.
a. In the Upgrade - New Version window, choose Mark/Delete Upgrade Toolkit.
This deletes all upgrade toolkit objects, except tables
b. In the Microsoft Dynamics NAV development environment, delete the upgrade tables by
setting a field filter for objects where the Version List contains Upgrade Toolkit Table -
marked for deletion..

The database has now been through a data upgrade to Microsoft Dynamics NAV 2013 R2.

Best regards,

The Microsoft Dynamics NAV Service Experience team

Comments

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Mikkel
25 Nov 2013 4:46 AM

Hi guys, none of the links to partnersource seems to be working.

Tom Wickstrom
25 Nov 2013 5:59 AM

The link above for the 2013R2 hotfixes is not working. When you select it you receive the
following. The 2031 Hotfix link works fine. Thanks

Our Apologies…

This Page Could Not Be Found

The page you are looking for has moved or no longer exists – or you might have entered an
incorrect Web site address (URL). You might find what you are looking for in one of these areas:

Learn more about Microsoft Dynamics Solutions including:

Microsoft Dynamics CRM

Microsoft Dynamics AX

Microsoft Dynamics GP

Microsoft Dynamics NAV

Microsoft Dynamics SL

For current Microsoft Business Solutions customers:

CustomerSource

For Microsoft Certified Business Solutions Partners:

PartnerSource

navteam
26 Nov 2013 12:52 AM

Hello all,

Sorry about the confusion! The links to PartnerSource for the hotfixes for Microsoft Dynamics
NAV 2012 R2 are not yet active due to an internal delay. They will be available in a couple of
days, we hope, and this will be announced on this blog as well.

Meanwhile, the application hotfixes that you need are included in the upgrade toolkit.

Best regards,

The Microsoft Dynamics NAV Service Experience team

Dmitry Chadayev
26 Nov 2013 11:45 PM

Hi all,

The links are now live!

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Best regards,

The Microsoft Dynamics NAV Service Experience team

tomcooper
26 Nov 2013 11:53 PM

nice blog and information about Upgrade Toolkit for Upgrading Data from Microsoft Dynamics
NAV 2009 R2 and Microsoft Dynamics NAV 2009 SP1 to Microsoft Dynamics NAV 2013 R2 and
<a href="www.datasparc.com/download.html"> soracle tools </a>.

Mikkel
28 Nov 2013 1:59 AM

Hi guys,

Any ETA on the upgrade tool for W1 ?

Dmitry Chadayev
4 Dec 2013 9:13 AM

W1 and NO should be available latest 10/12/2013.

Kind regards,

Dmitry Chadayev & The Microsoft Dynamics NAV Service Experience team

Uday Mer
5 Dec 2013 5:44 AM

Not Working Properly for Indian Localization, After upgrading in NAV 2013 R2 it's giving error as
below,

The following SQL error was unexpected.

Invalid column name 'Queue Folder Path'.

Invalid column name 'Queue Folder UID'.

Invalid column name 'Storage Folder Path'.

Invalid column name 'Storage Folder UID'.

Invalid column name 'Autodiscovery E-Mail Address'.

Invalid column name 'Email Batch Size'.

Statement(s) could not be prepared.

And as I checked in both SQL, and development environment, the fields are there.

Thomas

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6 Dec 2013 1:05 AM

Hi, I got the following Error executing the Page 104002 on Upgrade601701 with Build
7.1.35701.0, could you help me?

Microsoft Dynamics NAV

---------------------------

Fehler beim Kompilieren von Assembly 'C:\ProgramData\Microsoft\Microsoft Dynamics NAV\71

\Server\MicrosoftDynamicsNavServer$NAVISRV2013R2\assembly\Record104002_85.dll'. Dies
kann auf Unterschiede zwischen Binärdateien in der Installation oder der Datenbank
zurückzuführen sein. Stellen Sie sicher, dass alle Installationskomponenten konsistent und auf
dem neuesten Stand sind. Fehlerdetails: 'c:\ProgramData\Microsoft\Microsoft Dynamics NAV\71
\Server\MicrosoftDynamicsNavServer$NAVISRV2013R2\source\Record\Record104002.cs(16,54)
: error CS1729: 'Microsoft.Dynamics.Nav.Runtime.NavTextConstant' does not contain a
constructor that takes 5 arguments

---------------------------

Regards,

Thomas

Sebastiaan Lubbers
6 Dec 2013 2:14 AM

@Thomas: Did you restart the middle-tier?

Thomas
6 Dec 2013 2:22 AM

@Sebastiaan: Yes I did.

Thomas
6 Dec 2013 3:03 AM

Now it works, I have restarted the Service directly.

If I restart (or stop and start) via Admintool it doesn't works.

I think the Administration Tool must be closed while restarting the services, if the Tool isn't
closed it didn't restart the whole process?!

Dmitry Chadayev
6 Dec 2013 5:34 AM

Hi Uday Mer,

We've seen this issue before. It should not appear if you compile the system tables immediately
after the second database conversion (as instructed in step 7b), before connecting the NST to
the database. Once the system tables are compiled, you can connect the NAV Server to the
database (or restart the server if it was already pointing to the database) and proceed.

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Hope this will help you.

Kind regards,

The Microsoft Dynamics NAV Service Experience Team

Erik
17 Dec 2013 3:11 AM

In step 9b I could not import the table objects because of this kind of errors:

The operation could not complete because a record in the ... table was locked by another user.
Please retry the activity.

With trial and error could import it if I compile 100 tables (doesn't matter if it gives error about
not existing codeunit, forms, etc.) and then import 100 new table objects. And so on..

Michael Kyhnel
17 Jan 2014 12:42 PM

I get this error when i run the upgrade tool from 6 to 7.1 on some companies

does anyone have any how to fix that ?

Microsoft Dynamics NAV

---------------------------

A call to System.Data.SqlClient.SqlCommand.ExecuteNonQuery failed with this message:

Column name 'DimVal1' does not exist in the target table or view.

---------------------------

OK

---------------------------

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