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Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

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Posted on by Muneeb

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Hi,

I want to upgrade from AX 2012 R2 CU7 to AX 2012 R3 CU11.

1. I have performed AOT Compile, Full CIL and DB Synch to my AX 2012 R2 CU7 (PRODUCTION Server)

2. From AX 2012 R2 CU7, I have exported - "Model DB" from SSMS and "R2CU7.axmodelstore" file.

3. I have done fresh installation of SQL 2012 + AX 2012 R3 CU11 with all the components in my TEST Server.

4. Now I need to move all the customizations from my R2 CU7 to R3 CU11.

As per what I read, I need to import the copy of my PRODUCTION DB (Model DB) of R2 CU7 into the SQL Server installed on my TEST Server of R3 CU11. Furthermore, somewhere is read i need to restore the modelstore from my R2 CU7 to R3 CU11?

Query: Is my above understanding correct? Can you please highlight on the steps to be performed in order to Import all the Customizations which needs to be carry forwarded to R3 CU11.

Once we have the R3 CU11 system on my TEST Server with all the customizations, rest steps given in the upgrade guide are pretty straight forward regarding layerwise code upgrade.

Can some chap please clear my query as I need to understand clearly how the cuxtomizations are moved to R3 CU11 (Steps to be performed for importing) before we actually start with the code upgrade.

Sincerely,

Muneeb

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André Arnaud de Cal... 299,407 Super User 2025 Season 2 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Muneeb,

You can read the documentation on the next page: technet.microsoft.com/.../jj733502.aspx

Did you use this already?

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Community Member on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hello Muneeb,

Here I can explain you that what are the fundamentals are required to upgrade to MS AX R3 CU11, Also the functionality and regulatory updates that were included in Cumulative update (CU) 11.

Microsoft SQL Server 2016 and Microsoft Office 2016 are now supported with AX 2012 R3 CU. Mainly you should be configure these issues

1. Compatibility Notice

2. Financial Enhancements

3. Retail Enhancements

4. Warehouse and transportation management enhancements

5. Country/region-specific updates that are included in CU 11

Check out new features included in R3 CU11
mbs.microsoft.com/.../Whats_New_in_AX2012_R3_CU11.pdf

Thanks!

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Muneeb 895 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Andre,

Appreciate for your quick response.

Yes, I am exactly referring to this only.

The only point which is not clear to me is Installing R3 CU11 with the customizations from R2 CU7. (If you can elaborate steps for this, this would help me understand the concepts)

Once we have R3 CU11 system ready along with all the customizations from R2 CU7, other steps I am pretty much clear to move ahead as things are clear in the upgrade documentation.

Sincerely,

Muneeb

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André Arnaud de Cal... 299,407 Super User 2025 Season 2 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Muneeb,

Try to read the blog from Tommy Skaue on the same topic. Probably this will be better for your understanding: yetanotherdynamicsaxblog.blogspot.nl/.../upgrading-ax2012-r2-to-ax2012-r3.html

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Tommy Skaue Moderator on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Muneeb

You wrote that you have exported the modelstore to R2CU7.axmodelstore. You also have created a copy of your production database + modelstore database. The copy of the modelstore database is basically the same as the modelstore file. The only conceptual difference is one is a database and the other is a file. They are the same. Put another way, if you backup the modelstore database from production and restore it to a different modelstore database, it is the same as exporting the modelstore to a file from production and then importing the same modelstore file into a different modelstore database. The only important differense is when you use database backup + restore, you will not know if there is any ID conflicts with the business database. If you use AxUtil to export and import modelstore, then AxUtil will stop you if it finds ID conflicts.

With that out of the way, you can use my article to expand on the standard upgrade documentation. The core of the code/layer upgrade is to make sure previous element IDs remain unchanged, so you do not have any loss of business data when you get to the data upgrade part.

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Muneeb 895 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Tommy,

Appreciate for your prompt response.

Yes true, this R2CU7.axmodelstore and Model DB I have exported from my Production Server (R2 CU7). Yes true both are same one is from SSMS and other is a file using AXUtil. This i have picked from my PRODCUTION Sever and I would be using the file "R2CU7.axmodelstore".

Now on my fresh test server, I have installed SQL Server 2012, I have even installed AX 2012 R3 CU11 as a fresh environment which even has baselineDB.

Next point: Using AXUtil, I should import the modelstore from Production i.e. "R2CU7.axmodelstore" into baselineDB of the fresh installed R3 CU11?

Kindly confirm.

Sincerely,

Muneeb

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sanjuax 65 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Muneeb,

You can read below blog where all steps are provided with all issues faced during upgrade to R3

http://www.msdynamicsax.info/

Thanks & Regards,

Sanju

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Tommy Skaue Moderator on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Right. According to the upgrade guide, if I remember correctly, you start with the R2 databases restored to a copy. You then run R3 setup and choose only to install database. R3 setup will access the R2 database and run several operations on the modelstore database, like replacing R2 standard code with R3 standard code. And like the guide outlines, you will get a non-working application that needs to be your starting point for the code upgrade phase.

It sounds like you have tried to install a clean R3 and then want to "import" or "restore" the R2 modelstore into your R3 install. That is not what the guide clearly tells you to do.

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Muneeb 895 on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Hi Tommy,

Appreciate for your prompt response.

Yes true, this R2CU7.axmodelstore and Model DB I have exported from my Production Server (R2 CU7). Yes true both are same one is from SSMS and other is a file using AXUtil. This i have picked from my PRODCUTION Sever and I would be using the file "R2CU7.axmodelstore".

Ok. So I guess I am clear now. Kindly find the detailed steps below:

Note-1: (Below some points are redundant between point #1 to #5. I am explaining the things for normal scenario)

(For Below point I have referred to this blog - http://www.msdynamicsax.info/)

Step-1. On my new fresh Test Server, I will uninstall the R3 CU11 completely.

Step-2. On my this test server, I will first installed the COPY of my PROD i.e. R2 CU7 with the last model_DB and Business Data.

(Make it Replica of Production)

Step-3. Now I will perform AOT Compile, Full CIL + Db Synch. in order to make it error free if any.

Step-4. I will take the backup of modelstore and business data of R2 CU7.

Step-5. Now i will uninstall all my R2 CU7 components from my Test Server.

Note: So now in SSMS\Databases, we have MicrosoftDynamicsAX , MicrosoftDynamicsAX_model , MicrosoftDynamicsAXBaseline ( of R2 CU7 )

Step-6. Start the AX 2012 R3 installation setup on a new environment as below,

Step-7. Select only the databases component.

Step-8. Select configure existing databases (Which is of R2 CU7 inside SSMS)

Step-9. In this step, Assign the R2 database (MicrosoftDynamicsAX of R2 CU7) and make sure that the Baseline database name field is left blank during this procedure.

Step-10. On the Select additional models page, select the Foundation model, Foundation Upgrade model, and any other models that you require for your deployment. Select the Foundation Labels model only if you are using country/region-specific features.

After this step, the system creates a new baseline database which contains upgraded AX 2012 R3 models in the SYS, GLS, FPK, and SLN layers and Non-upgraded customer models in the ISV, VAR, CUS, and USR layers.

Step-11. Now install all other required AX components.

Step-12. Now, assign the database and upgraded baseline database in this step.

QUERY-1: Are these 2 DBs in below snapshot, MicrosoftDynamicsAX116 & MicrosoftDynamicsAX116_UpgradeR3Baseline that we would be selecting in this step generated after Step-10 above ?

Step-13. Once, the installation is completed then compile the whole application using the command “axbuild xppcompileall” from the command prompt. This compiled the whole application for me in just 30 to 40 minutes.

Step-14. Now restart AOS and proceed with the code upgrade & data upgrade checklists. Follow the code upgrade document on the complete details.

There is one QUERY-1 and NOTE-1 above in RED, if you can confirm on both.

Rest, can you please confirm on my understanding if I have understood things properly.

Thank a lot in advance for the same.

Sincerely,

Muneeb

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Tommy Skaue Moderator on at

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RE: Steps for In-Place Upgrade from AX 2012 R2 CU7 to R3 CU11

Regarding your first note. I also always prepare the copy of R2 on the Test server, ensuring it starts, compiles, builds, works, etc. And when I am ready to start, I uninstall all R2 components, even R2 Setup (using Control Panel, Programs and Features).

There are several other steps you need to ensure with the copy.

On your query, you ask a question that is already answered in the upgrade guide:

technet.microsoft.com/.../jj733502.aspx

Search for the statement "The Baseline database name field should be left blank during this procedure". It only occurs once in that guide, and is exactly where I believe you are unsure what to select.

You say you have "MicrosoftDynamicsAX , MicrosoftDynamicsAX_model , MicrosoftDynamicsAXBaseline ( of R2 CU7 )". Out of those three databases, the only database you need to keep are the two first. The baseline database (third) has no value here. I never have a baseline database for production either. It is only of value in certain development scenarios. If you are not sure what the role of the baseline database is, have a look at this blog post I made back in 2013: yetanotherdynamicsaxblog.blogspot.no/.../baseline-is-new-old.html

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