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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / AX12R3 Migration to D3...
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AX12R3 Migration to D365F&SCM - Security Questions

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Posted on by John Craig Robertson

I was wondering if you could help me with these questions below. I have some questions from my customer who is wanting to upgrade from AX12 R3 to D365 and their security/audit/compliance IT team have these questions.

 

Existing SQL server is hosted within a secure on-premise environment

 

  1. Advise what connectivity is required between the on-premise SQL server and the MS hosted D365 environment? (Protocols/Port)
  2. Confirm all connectivity will be established from the on premise SQL server to the MS hosted D365 environment and there is no requirement for the connection to be established inbound (to on-premise) externally
  3. What resource will the connection be established too? Will it have a static IP address or URL? If so , which or both?
  4. What kind of encryption will be used to secure the replicated data whilst in transit?
  5. Will the hosted target resources have connectivity restrictions limited to specific IP addresses? i.e will you need us to give you a public IP as a source?
  6. Will the connection be established with any type of authentication/authorisation controls?
  7. How long will the firewall ports to enable the connection need to be open? Ie. At what stage in the project can the firewall ports be closed.
  • Suggested answer
    ARUNKUMAR PISKALA Profile Picture
    ARUNKUMAR PISKALA on at
    RE: AX12R3 Migration to D365F&SCM - Security Questions

    The data upgrade process from AX 2012 to D365 has been improved, reducing the cutover time period during the upgrade.

    To enable this feature, the on-prem AX 2012 database has to be replicated to a Self service environment. This process uses SQL Transactional Replication to bring the schema and data from the AX 2012 on-premises database to the sandbox environment.

    Replication is a set of technologies for copying and distributing data and database objects from one database to another, and then synchronizing between the databases to maintain consistency. This migration and copying happens with the source system online, which means there is no need for Finance and Operations service downtime during the replication process. The Online Database Migration Toolkit uses transactional replication. This is typically used in server-to-server scenarios that require high-throughput to improve scalability and availability.

    The Online Database Migration Toolkit can be downloaded from Lifecycle Services (LCS) in Shared asset Library > Model.

    1. While executing the AX2012DataMigration.exe the setup process will prompt you to sign in , please use the LCS sign in  credentials. This will authenticate the service to talk to your sandbox environment.
    2. The second step in the process is prompt you to enter the Project Id  & Environment Id. This helps to exactly identify your sandbox. 
    3. Enable replication. This step will ask for the source server name, Source database name, SQL User name of the source DB, SQL password for the source DB, the IP address of the source DB so the source server can be whitelisted in the sandbox to enable communication between the source & target system. 

    Please use the public IP. Since the process is utilizing the standard SQL database replication process please refer to the SQL Server Replication - SQL Server | Microsoft Docs for any doubts related to the SQL replication. 

    Hope this helps clarify few of your questions.

  • ARUNKUMAR PISKALA Profile Picture
    ARUNKUMAR PISKALA on at
    RE: AX12R3 Migration to D365F&SCM - Security Questions

    The data upgrade process from AX 2012 to D365 has been improved, reducing the cutover time period during the upgrade.

    To enable this feature, the on-prem AX 2012 database has to be replicated to a Self service environment. This process uses SQL Transactional Replication to bring the schema and data from the AX 2012 on-premises database to the sandbox environment.

    Replication is a set of technologies for copying and distributing data and database objects from one database to another, and then synchronizing between the databases to maintain consistency. This migration and copying happens with the source system online, which means there is no need for Finance and Operations service downtime during the replication process. The Online Database Migration Toolkit uses transactional replication. This is typically used in server-to-server scenarios that require high-throughput to improve scalability and availability.

    The Online Database Migration Toolkit can be downloaded from Lifecycle Services (LCS) in Shared asset Library > Model.

    1. While executing the AX2012DataMigration.exe the setup process will prompt you to sign in , please use the LCS sign in  credentials. This will authenticate the service to talk to your sandbox environment.
    2. The second step in the process is prompt you to enter the Project Id  & Environment Id. This helps to exactly identify your sandbox. 
    3. Enable replication. This step will ask for the source server name, Source database name, SQL User name of the source DB, SQL password for the source DB, the IP address of the source DB so the source server can be whitelisted in the sandbox to enable communication between the source & target system. 

    Please use the public IP. Since the process is utilizing the standard SQL database replication process please refer to the SQL Server Replication - SQL Server | Microsoft Docs for any doubts related to the SQL replication. 

    Hope this helps clarify few of your questions.

     

    The AX 2012 to D365 upgrade tool should be installed in your AX 2012 environment. The first step in the setup process will re

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,711 Super User 2024 Season 2 on at
    RE: AX12R3 Migration to D365F&SCM - Security Questions

    Hi John,

    When reading your question, it is not clear if you want to make an integration between an AX 2012 database on-premise and Dynamics 365 in the cloud or if the question is about a database upgrade.

    If it is about upgrading the database, you can read the next documentation page: Upgrade from AX 2012 to Finance and Operations - Finance & Operations | Dynamics 365 | Microsoft Docs

    The database upgrade does not require access to an on-premise SQL server as a backup of the database will be uploaded to Azure Storage. 

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