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Hello all - I wanted to give out a preliminary look at some additional documentation that we should be releasing in the next month or so to help build understanding of the planning required to have a successful upgrade to Microsoft Dynamics AX 2012. This section talks about some of the core items to think about as you prepare to create a project plan for the data upgrade. The document we are creating (which is currently in review) will also have some more specific performance tuning information for the various phases of the data upgrade. I'll update the post later once the document makes it out the door, but please enjoy this early look. In the near future, I will be posting other content around upgrade in more specific areas, such as issues commonly found with virtual companies. If you have specific topics of interest, drop me a mail or leave a comment and I'll do what I can to help build the knowledge around upgrade around our community.
Any project involving a data upgrade to Microsoft Dynamics AX 2012 is a very large and complex undertaking, regardless of the size of the source database being upgraded. Some of the primary variables that drive the complexity of the data upgrade include:
Many of the individual lessons that follow have specific performance suggestions that require changes to settings to improve efficiency. The following guidelines listed here are more general in nature, and help define a plan for the upgrade prior to beginning the process.
Start investigations required for code upgrade. Before you begin your data upgrade you must begin analyzing all customizations and create plans for your code upgrade. All customizations should be evaluated to see if they are still necessary in Microsoft Dynamics AX 2012, or if a complete refactoring is required. This includes working with your Value Added Reseller (VAR) and Independent Software Vendors (ISVs) to ensure they have the necessary upgrade scripts in place for your upgrade.
The planning must include writing data upgrade scripts required for your customizations in order to proceed with the various sections of the data upgrade. Examples of the types of upgrade scripts required for the various phases are:
Purge and Archive data with the Dynamics AX Intelligent Data Management Framework (IDMF). Prior to upgrade is an excellent time to consider purging and or archiving data from the production Dynamics AX database. Any data purging or archiving must be in line with your data retention policies. See CustomerSource for the tool download information. (https://mbs.microsoft.com/customersource/downloads/servicepacks/ax_idmf.htm?printpage=false)
Analyze space requirements for databases: Prior to running the data preparation and preprocessing scripts on the source version, the size of the source SQL database and transaction logs should be increased considerably (by at least 35%) in order to ensure enough space to prevent costly database resizing during these operations. Investigating the actual growth on a test run will give a much better idea of how much additional space should be allocated to the database and log files.
A similar investigation needs to be made to determine the proper size for the Microsoft Dynamics AX 2012 database. A rough estimate to use as a starting point for determining the size would be 30% over the expanded size of the source database.
The TempDB database size should also be increased and monitored during a test run for performance and recommended sizing for the upgrade. A rough estimate for sizing your TempDB database would be 20-25% of the expanded Microsoft Dynamics AX 2012 database. Optimal performance may require splitting the TempDB database into separate files. See the article Optimizing tempdb Performance on MSDN for more suggestions.
Microsoft Dynamics AX 2012 does not support Oracle. To upgrade an Oracle database, use the Oracle to SQL migration tool (on Microsoft Dynamics AX 4 or Microsoft Dynamics AX 2009) first then upgrade the SQL database to Microsoft Dynamics AX 2012. The migration tool can be found here on CustomerSource:
The key to having an optimal data upgrade experience is to plan well in advance, run multiple test cycles building on lessons learned, and then plan the live data upgrade in complete detail which builds in time for unexpected last minute issues.
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