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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to set up Test Env...
Microsoft Dynamics AX (Archived)

How to set up Test Environment for AX?

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Posted on by MDG 95

 

I need to set up a test environment that replicates or closely mimics my  companies current AX setup, which I did not personally configure. Actually we are really running Axapta 3.0, but we need the test environment for us to safely attempt an upgrade on before upgrading the production system.

 Does anyone have experience with this or can at least point me to a good resource?

Thanks in advance!

-Michael

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I have the same question (0)
  • Bertil Hökerberg Profile Picture
    Bertil Hökerberg 50 on at

    Michael 

    I suggest that you take a backup of your existing SQL/Oracle database and restore it into a separate database server. Install a new AOS and let this AOS use a copy of your application folder and the database copy just created. Now you have an EXACT copy of your production system. Anytime you want to refresh data in the test system, just run a full backup/restore of your database.

    At my company we're running 25 AX implementations and we manage our test environments this way. It's very conveniant and easy to maintain. We have database sizes between  a couple of Gigabytes up to 150 Gigabytes.

    Bertil

  • MDG Profile Picture
    MDG 95 on at

     

    Thanks very much Bertil! Very helpful!

  • Rajdip Das Profile Picture
    Rajdip Das 3,333 on at

    Hi Michael,

    I am stating u to create AX test environment step by step. AX 3.0 supports 3 Tier and 2 Tier both. As my opinion 2 tier configuration is the best environment for testing.

    Now...

    1. Install SQL Server or Oracle database

    2. Create database in SQL server ( If oracle create Tablespace, Index, and provide necessary permissions)

    3. Install AX 3.0 Application ( Don't Install AOS, AOS is aplicable only for 3 Tier)

    4. Copy INDLocalisation Files from the DVD to Application folder if required

    5. Install AX 3.0 Client

    6. Install Service PAcks if required 

    7. Create configuration from Axapta Configuration Utility

    8. Open Ax.

    9. Now follw up the check list....

    If u need to configure AX 3.0 in 3 Tier mode then I will tell u... Hope this will help u....

     

  • Community Member Profile Picture
    Community Member on at

    Hi Rajdip,

     I have a relate question, because I never tried, so rather ask first.

    In our both Test and Live AX4.0, there are multiple territory companies. Now we are adding one new compay, I add and setup everything in Test AX4.0 first, and everything looks good. Then I want to 'copy' it (new added company only) to Live AX4.0. If I use Standard Export/Import, will it be OK? will it impact data of other companies in AX Live? Anyting need to be pay attention during the operation?

    What is your suggestion for the best way to do it?

     

    Thanks

    Bill

  • Rajdip Das Profile Picture
    Rajdip Das 3,333 on at

    Hi Bill

    Well Bill by one one word it will work very sucessfully but you have to conscious with following operation.

    1. When you import(Standard Import dat/def) data from test to Live make very much sure about the datatbase does'nt have any Transactional Data. Only master table data will take place into the live database.

    Some how your live data contains transactional data then you have to delete all the records manually which is not possible and also it is against the ERP practice. if u need more inforfation then pls feel free express

     

  • Community Member Profile Picture
    Community Member on at

    Thanks Rajdip!

    Well if I do need transactional data such as open balance journal and lines copy over, what shall I do?

    When master table copy over from test, will it impact to other companies setting in Live?

     Warm Regards

    Bill

  • Rajdip Das Profile Picture
    Rajdip Das 3,333 on at

    Hi Bill

    Well at first you have to create a list for Opening Balace Items such as Vendor wise Trial, Customer wise trial, Item Wise trial etc those you have required and then you have to upload intto Live database. Opening Balance will upload only in the selected company; i.e. in your standing company. No other companies will not be affected. Actually each table's insert/update/delete methords are called as per the "DataAreaId" field. So you can sure about that. If you need some basic list of items to be uploaded into Live database then I can provide you.... :)

     

  • Community Member Profile Picture
    Community Member on at

    Thanks Rajdip!

     So from my understand, the open balance journal I created in test company could not be copied to live. I have to re-do it in live again.

    If you do not mind, please provide me your basic list of items to uploaded in live database...

     

    Thhanks again!

    Bill

  • Rajdip Das Profile Picture
    Rajdip Das 3,333 on at

    Hi Bill,

    You are absolutely right, we can't upload Opening Balance data into live database. We have to pass the journal or import from Excel and then Post the entries for uploading opening balance into live database. Well Bill right now I dont have the list but I assure you that within 2-3 days I will provide you.... Pls dont mind... :)

  • Community Member Profile Picture
    Community Member on at

    Thanks a lot!

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