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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to do archiving/Pu...
Microsoft Dynamics AX (Archived)

How to do archiving/Purging of old data in AX

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Posted on by Sarika Aravind 45

We had huge data in some of the tables(they hold some 8 years of data)
because of this the performance of the statements(select/fetch queries
in x++) based on those tables are taking more execution time.
So we want to do archiving/Purging for the old data to reduce the record
count in key tables which might help us a lot.

I have heard of IDMF but not sure if it is compatible with A4.0.
Do let me know if there are any other approaches as well

  1. Archiving/Purging the old data to reduce the record count in key tables will help us a lot.

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

    Hi Sarika,

    I have never used IDMF for AX4, but it should work. Probably not all scenarios are supported. Note that some transaction table aren't supported to be purged anyway.

    What tables are you referring to? Have you analyzed if indexing can be optimized on your tables?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

    I just came across a statement where support for AX3 and AX4 was removed...

    technet.microsoft.com/.../dn507156.aspx

  • Sarika Aravind Profile Picture
    Sarika Aravind 45 on at

    Since we can do for custom tables,it is fine.The other tables are InventSum,InventDim tables

  • Sarika Aravind Profile Picture
    Sarika Aravind 45 on at

    Is there any other way for archival/purge other than IDMF ,as it was mentioned support was removed for AX 3 and AX 4.0

  • Suggested answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    There are no other archiving tools than IDMF. You could also use SQL Server File groups with a sliding window partition in newer AX versions to only keep actually required data in your active storage, and put the rest in a different storage. However, that is not compatible with older versions again.

    There are a couple of periodic functionality which you could use like removing invoiced sales orders, since you only need the invoiced lines, but I am unsure if that does exist in such old versions. They could be found under the Periodic submenu in the modules, take a look at those functionalities and validate them in a Test environment.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

    Hi Sarika,

    I thought the Inventory transactions wasn't supported anyway.

    It would be possible to clean-up not used records in InventDim / InventSum. But you need to know what you are doing then. For InventDim not used means there is no reference on any posted or not posted transaction or worksheet table referring to the InventDimId. Otherwise posted transactions might be crippled.

    The InventSum can be cleaned up for records where all quantities and amounts are zero. In addition There are some status fields to be checked: isAllFieldsZero, isAllQtyFieldsZero, isAllValueFieldsZero. They should have the value Yes before you may delete an InventSum record. When you deleted an InventSum record and the item will be used again, AX will recreate the InventSum record with no issue.

    Furthermore I would suggest to have a look at optimizations on the database (e.g. indexes).

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