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Quite a few people have asked that we excavate the guidance for how to upgrade from Microsoft Dynamics NAV 2009 R2 directly to Microsoft Dynamics NAV 2015. We provided this guidance in the blog post for Cumulative Update 1, but as time progresses, this becomes harder to remember and to find. So here you go:
This blog post describes the tasks required for upgrading a Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1 database to Microsoft Dynamics NAV 2015.
Using the upgrade toolkit and conversions tools that are available, the tasks will lead you through the process of converting the Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1 database to Microsoft Dynamics NAV 2013, converting the Microsoft Dynamics NAV 2013 database to Microsoft Dynamics NAV 2015, and finally, converting the old data with the old table and field structure to function together with the table and field structure of Microsoft Dynamics NAV 2015.
In order to use the toolkit to upgrade data, you will also need the Microsoft Dynamics NAV 2013 development environment and Microsoft Dynamics NAV 2015.
The following lists provides a brief description of the steps involved in the data upgrade. The steps are detailed in the task sections that follow.
System tables have IDs in the range 2000000004 to 2000000130. If any tables are not compiled, then you must compile them. When you compile tables, on the Compile dialog box, set the Synchronize Schema option to Later.
For more information, see How to: Connect a Microsoft Dynamics NAV Server Instance to a Database.
You can run the schema synchronization from the Microsoft Dynamics NAV Development Environment or Microsoft Dynamics NAV 2015 Administration Shell.
From the development environment:
If synchronization errors occur, run the schema synchronization from Microsoft Dynamics NAV 2015 Administration Shell as described in the following procedure. This enables you to get the complete list of tables that could not be synchronized.
From the Microsoft Dynamics NAV 2015 Administration Shell:
Sync-NavTenant –ServerInstance -Mode Sync
Replace with the name of the Microsoft Dynamics NAV Server instance that is connected to the database. For more information, see How to: Run the Sync-NAVTenant Cmdlet to Synchronize the Tenant Database with the Application Database.
Similar to task 5, run the schema synchronization either from the development environment (Tools – Sync. Schema for All Tables – With Validation…) or from Microsoft Dynamics NAV 2015 Administration Shell.
This will synchronize the data schema changes of the newly imported tables to the SQL tables. It will also run the Upgrade Toolkit Step 1 logic if it is defined in the upgrade codeunit. This step will be performed for all companies in the database, so you don’t have to re-run it for other companies.
Note: After the schema synchronization has successfully completed, we strongly recommend that you take a full SQL Server backup of the database.
A data upgrade runs the upgrade toolkit objects, such as upgrade codeunits and upgrade tables, to migrate business data from the old table structure to the new table structure. You can start the data upgrade from the Microsoft Dynamics NAV Development Environment or Microsoft Dynamics NAV 2015 Administration Shell.
If you want to see the result of running the Data Upgrade action, run the following cmdlet from Microsoft Dynamics NAV 2015 Administration Shell:
Get-NAVDataUpgrade -ServerInstance -Detailed | Out-GridView
In the output of this cmdlet, you can see which upgrade codeunits and functions were run, which companies have been upgraded, the time it took to run each upgrade function, and a detailed description of errors that occurred during the data upgrade.
If errors occurred while running the data upgrade, you can resolve them directly in the database (for example by updating the upgrade codeunits) and then resume the data upgrade. To resume the data upgrade, on the Tools menu, choose Data Upgrade, and then Resume.
Note: To optimize upgrade performance and effectively use the available computer resources, the data upgrade functions are executed in parallel and across all companies by default. While performing this step, if you discover that some functions are locking each other from executing, then you can configure the data upgrade to execute data upgrade functions in serial instead of parallel. To do this, on the Start Data Upgrade window, set the Execution Mode option to Serial. For more information see http://msdn.microsoft.com/en-us/library/dn762348(v=nav.80).aspx.
Open the Microsoft Dynamics NAV 2015 Administration Shell as an administrator, and then run Start-NavDataUpgrade cmdlet as follows:
Start-NavDataUpgrade -ServerInstance -Force
Replace with the name of the Microsoft Dynamics NAV Server instance that is connected to the database.
To view the progress of the data upgrade, you can run Get-NavDataUpgrade cmdlet as follows:
Get-NAVDataUpgrade -ServerInstance -Progress
Note: The data upgrade process runs CheckPreconditions and Upgrade functions in the upgrade codeunits. If any of the preconditions are not met or an upgrade function fails, you must correct the error and resume the data upgrade process.
At this point, you have upgraded the database to Microsoft Dynamics NAV 2015. Now, you can delete the tables which are not needed into the new application, plus the upgrade codeunits and upgrade table objects that you imported in task 6.
For application tables, you can see which the tables are marked for deletion in the Version List column in the Tables list of Object Designer. During the data upgrade that you performed in task 8, these tables were marked with the text Old Unused Table - marked for deletion. Upgrade objects are marked with the text Upgrade Toolkit Object - marked for deletion.
When you delete tables, if you don’t need the data that is saved in the tables, then on the Delete dialog box, set the Synchronize Schema option to Force.
You import the permission sets and permissions XML files according to the following procedure.
To import the permission sets and permissions
In the development environment, choose Tools, choose Language, and then select the language of the original customer database.
The database is now fully upgraded and is ready for use. However, you may want to add the new client control add-ins that are included in Microsoft Dynamics NAV 2015. These are not added by the upgrade process. The following client control add-ins are available from the Microsoft Dynamics NAV product media:
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.
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