Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Corporation Published: November 2008

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 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics Logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners.

Microsoft Dynamics AX 2009

Table of Contents
Before you install .......................................................................................................................... 4 Download the service pack files ............................................................................................... 4 Read the release notes ............................................................................................................. 4 Install the service pack on servers ............................................................................................... 4 Silent installation ....................................................................................................................... 5 Complete the upgrade checklist ................................................................................................... 7 Compile the application ............................................................................................................ 7 Detect code upgrade conflicts .................................................................................................. 8 Synchronize the database ........................................................................................................ 8 Install the service pack on client computers ................................................................................ 8 Update Enterprise Portal and Role Centers ................................................................................. 9 Update an existing Enterprise Portal deployment .................................................................... 9 Initialize Role Center profiles .................................................................................................... 9 Set up a new Enterprise Portal server .................................................................................... 10 Installing reporting extensions on SQL Server 2008.................................................................. 10 Install updated help files ............................................................................................................. 11

Microsoft Dynamics AX 2009

Installing Service Pack 1 for Microsoft Dynamics AX 2009

This document explains how to install Service Pack 1 for Microsoft Dynamics AX 2009. In order to install the service pack, the released version of Microsoft Dynamics AX 2009 must already be installed.

Before you install

Before you install the service pack, you must download the files and view the release notes document.

Download the service pack files

The service pack is contained in a self-extracting file named DynamicsAX2009-KB956568.EXE. Double-click the file and provide a location where the contents of the file should be extracted. We recommend choosing a location other than the Microsoft Dynamics AX installation folder.

Read the release notes

The release notes contain important information and known issues about the service pack. We recommend reading the release notes document before installing.

Install the service pack on servers

Perform the following procedure on each Microsoft Dynamics AX server computer. 1. Browse to the location where you extracted the service pack files and double-click the file AxUpdate.exe. 2. Select the language to run the installation in and click OK. 3. On the Welcome to Microsoft Dynamics AX Update Setup page, click Next. 4. On the License terms page, review the license terms. Select the option to accept the license terms, and then click Next. 5. On the Select components page, select the components to update, and then click Next. Important: If you plan to apply the service pack to Enterprise Portal, the Application Integration Framework, Workflow, or reporting extensions, you must apply the service pack to the .NET Business Connector before updating those servers.

Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2009 6. If you selected the Application files option, the Select the Application instances to update page is displayed. Select the instances to update and then click Next. 7. If you selected the Application Object Server (AOS) option, the Select the Application Object Server (AOS) instances to update page is displayed. Select the instances to update and then click Next. 8. On the Ready to install Service Pack 1 for Microsoft Dynamics AX 2009 (KB956568) page, review the summary of the components that will be updated. Select the following options, if applicable. Select whether to back up the existing application files. If you select this option, make sure that at least 3.5 GB disk space is available. If disk space is insufficient, the service pack installation will fail. Select whether to automatically restart AOS instances after the update is complete. Note: An AOS instance will restart only if it was running when you started the service pack installation. Although the service pack installer might display a message that the AOS is restarting, we recommend verifying that all AOSes have started after the installation is complete. Click Next. 9. When the update is complete, click Finish to close the wizard.

Silent installation
When you run the update wizard, it runs in interactive mode by default. That is, a graphical user interface (GUI) prompts you for required information. Alternatively, you can run the update wizard in silent mode, with no GUI displaying. In this mode, required information is supplied at the command prompt.

Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2009 The following command-line parameters can be used to install the service pack.
Parameter Description

LogDir

Specifies where the log files for the service pack installer and Microsoft patch packages (MSPs) are written. Specifies whether the service pack wizard should be displayed. 0 Show the pages in the wizard. 1 Hide the wizard and run silently.

HideUI

AcceptLicenseTerms

Specifies whether the license terms are accepted. 0 Do not accept the terms of the license agreement. 1 Accept the terms of the license agreement.

If HideUI is set to 1, AcceptLicenseTerms must be set to 1 in order for installation to proceed. If AcceptLicenseTerms is set to 0, an error message is displayed. If HideUI is set to 0, the License terms page is displayed regardless of the AcceptLicenseTerms setting. InstallApplication Indicates whether application file changes should be installed. InstallAos 0 Do not install application file updates. 1 Install application file updates.

Indicates whether AOS changes should be installed. 0 Do not install AOS updates. 1 Install AOS updates.

InstallComponents

Indicates whether changes for all other components should be installed. 0 Do not install updates to other components. 1 Install updates to other components.

ApplicationInstanceName

Name of the application instance to be patched. This can be a semicolon-delimited list for multiple application instances. The default value is all instances. Name of the AOS instance to be patched. This can be a semicolon-delimited list for multiple AOS instances. The default value is all instances. Installing Service Pack 1 for Microsoft Dynamics AX 2009 6

AosInstanceName

Microsoft Dynamics AX 2009

Parameter Description

AosStart

Indicates whether AOS instances should be restarted automatically after the service pack has been applied. 0 Do not restart AOS instances. 1 Restart all AOS instances.

BackupApplication

Indicates whether the existing application files should be backed up before installing application file updates. 0 Do not back up existing application files. 1 Back up existing application files.

The default value is 1.

Complete the upgrade checklist

The upgrade checklist will open automatically the first time you start the Microsoft Dynamics AX client after installing the service pack. This section provides information about the tasks in the upgrade checklist. You must complete the steps in the upgrade checklist before you install or update required, development, and integration components using the Setup wizard.

Compile the application

Compile the application to ensure that all object references are updated and the application is ready to use. This process must be completed if there is more than one layer in your system. It is also necessary to compile the application during new installations with a service pack because the references from the standard application must be updated. Important: To run the Compile application task, the .NET Business Connector must be installed on the computer where you are running the checklist. When the application is compiled, the application source code is translated into binary code that can be interpreted by the kernel. The binary code is stored in the .aod file. Close the Compiler output dialog box when the compilation is finished. Important: Depending on your hardware, the compilation can take an hour or more to finish. Also, it is critical that the compilation runs until it is finished.

Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2009

Detect code upgrade conflicts

Analyze the installation, delete duplicate objects, and create a project with application objects that must be upgraded manually. The objects are those that have been changed in the update which also exist in your Application Object Layer. For more information about resolving code upgrade conflicts, see the Microsoft Dynamics AX Upgrade Guide.

Synchronize the database

Synchronize the table and index information to the database. The synchronization process creates all the tables Microsoft Dynamics AX needs to operate. This is a mandatory step to set up the system, and is available only from the upgrade checklist. This step can take 10 minutes or more to complete. For more information about synchronizing the database, see the Microsoft Dynamics AX Upgrade Guide.

Install the service pack on client computers

Perform the following procedure on each Microsoft Dynamics AX client computer. (For information about mass deployment, see the Microsoft Dynamics AX Installation Guide.) 1. Browse to the location where you extracted the service pack files and double-click the file AxUpdate.exe. 2. Select the language to run the installation in and click OK. 3. On the Welcome to Microsoft Dynamics AX Update Setup page, click Next. 4. On the License terms page, review the license terms. Select the option to accept the license terms, and then click Next. 5. On the Select components page, select Components, and then click Next. 6. On the Ready to installService Pack 1 for Microsoft Dynamics AX 2009 (KB956568) page, click Next. 7. When the update is complete, click Finish to close the wizard.

Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2009

Update Enterprise Portal and Role Centers

Use the following procedures to update an Enterprise Portal installation or to install a new instance of Enterprise Portal with Service Pack 1.

Update an existing Enterprise Portal deployment

Use the following procedure to apply the service pack to an existing installation of Enterprise Portal. 1. Install the service pack on Microsoft Dynamics AX servers and clients, including the .NET Business Connector. 2. Complete the upgrade checklist. 3. Install the service pack on all Enterprise Portal servers. 4. Run the Enterprise Portal update utility on all Enterprise Portal Web servers. The utility deploys Web-related items from the AOT to all Enterprise Portal sites on a Web server. This utility is installed with Service Pack 1. a. Open a Command Prompt window. b. Change the working directory using the following command:
cd C:\Program Files\Microsoft Dynamics AX\50\Setup

c.

Run the Enterprise Portal update utility using the following command:
AxUpdatePortal -updateWebSites -iisreset -verbose > "C:\EPUpdate.log"

Initialize Role Center profiles

Use the following procedure to initialize Role Center profiles after you update to Service Pack 1. Complete this procedure using a Microsoft Dynamics AX client computer. 1. Open the Import Profiles form (Basic > Setup > Role Center > Initialize Role Center profiles). 2. Select the profiles your organization uses and click OK. 3. When asked whether you want to overwrite a profile record, click No to all. 4. When asked whether you want to overwrite a cue, click No to all. 5. When asked whether you want to overwrite a quick link, click No to all. 6. When asked whether you want to overwrite a time period, click No to all.

Installing Service Pack 1 for Microsoft Dynamics AX 2009

Microsoft Dynamics AX 2009

Set up a new Enterprise Portal server

Use the following procedure to apply the service pack and install a new instance of Enterprise Portal. 1. Install the Microsoft Dynamics AX 2009 base components (AOS, application files, database, and client) and the .NET Business Connector. Important: Do not install Role Centers and Enterprise Portal yet. 2. Complete the initialization checklist. 3. Install the service pack on Microsoft Dynamics AX servers, clients, and the .NET Business Connector. 4. Complete the upgrade checklist 5. Install Enterprise Portal and create Enterprise Portal sites. 6. Install the service pack on all Enterprise Portal servers. On the Select components page of the wizard, make sure to select Role Centers and Enterprise Portal. 7. Run the Enterprise Portal update utility on all Enterprise Portal servers. The utility deploys Web-related items from the AOT to all Enterprise Portal sites on a Web server. This utility is installed with Service Pack 1. a. Open a Command Prompt window. b. Change the working directory using the following command:
cd C:\Program Files\Microsoft Dynamics AX\50\Setup

c.

Run the Enterprise Portal update utility using the following command:
AxUpdatePortal -updateWebSites -iisreset -verbose > "C:\EPUpdate.log"

Installing reporting extensions on SQL Server 2008

If you attempt to install the Microsoft Dynamics AX 2009 reporting extensions on SQL Server 2008, you will receive an error indicating that SQL Server 2005 Service Pack 2 or later is required. To work around this known issue, you must apply a patch to the Microsoft Dynamics AX Setup application before installing reporting extensions. To patch the Setup application, complete the following steps. 1. Copy the contents of the CD folder from the Microsoft Dynamics AX 2009 DVD to a shared network folder. (Because all subsequent Microsoft Dynamics AX installations must be performed from this folder, you must make the location accessible to all users who will install.)

Installing Service Pack 1 for Microsoft Dynamics AX 2009 10

Microsoft Dynamics AX 2009 2. Go to the location where you extracted the Service Pack 1 files. From the \Support\AXSetupResources directory, copy the Microsoft.Dynamics.Setup. ReportingServices.dll file. 3. Paste the file into the following locations, replacing the existing files: [SharedFolder]\CD\Msi\Components32\Program Files\Microsoft Dynamics AX\50\Setup [SharedFolder]\CD\Msi\Components64\Program Files\Microsoft Dynamics AX\50\Setup

4. Install Microsoft Dynamics AX reporting extensions from the shared folder. For more information about installing the reporting extensions, see the Installation Guide.

Install updated help files

Use the following procedure to install the updated help files that are available with the service pack. 1. Download the help package. The help files are contained in a self-extracting file named DynamicsAX2009-KB958251.exe. 2. Double-click the file and provide a location where the contents of the file should be extracted. We do not recommend saving the files directly to the Microsoft Dynamics AX installation folder. 3. Go to the location where you extracted the help files. Copy the files to the following locations. Copy the HelpTopics.xml file to C:\Program Files\Microsoft Dynamics AX\50\Client\Bin\Help. Copy the AxInfoWk.chm, AxSASetup.chm, AxShared.chm, and AxShared.chm files for your language to C:\Program Files\Microsoft Dynamics AX\50\Client\Bin\Help\[Language]. If you are using Turkey features, copy the GDL_Turkey.chm file to the same location as the other .chm files. (The Turkey help is available for the EN-US and TR languages only.)

4. Restart Microsoft Dynamics AX. 5. Repeat these steps on each computer where you want to install the Help.

Installing Service Pack 1 for Microsoft Dynamics AX 2009 11