Course 80549A:

Data Upgrade and Code Upgrade to Microsoft Dynamics NAV 2013

Length:2 Days
Published:March 21, 2013
Language(s):English
Audience(s):Information Workers,IT Professionals
Level:200
Technology:Microsoft Dynamics NAV 2013
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This two-day instructor-led course provides students with the knowledge and skills to perform a full upgrade from Microsoft Dynamics NAV 2009 SP1, with customizations, to Microsoft Dynamics NAV 2013.  A solution upgrade enables users to take advantage of improved functionality, new features, and improved capabilities of the new version of the solution.
Audience Profile
This course is intended for both novice and experienced programmers who have a minimum of three months programming experience.
At Course Completion
After completing this course, students will be able to:

  • Review the process of upgrading Microsoft Dynamics NAV 2009 SP1 to Microsoft Dynamics NAV 2013.
  • Explain the basics of the Microsoft Dynamics Sure Step methodology.
  • Define the upgrade process workflow and stages.
  • Describe the tools that are used to perform the upgrade.
  • Define the requirements and scope for the upgrade.
  • Explain how to estimate the upgrade project and define the test upgrade strategy.
  • Review planning of the upgrade sequence and workflow.
  • Explain preparing environments for the upgrade.
  • Review the code upgrade workflow and upgrade strategy.
  • Examine upgrading customizations.
  • Explain how to resolve conflicts that arise during the code upgrade procedure.
  • Define the post-upgrade activities.
  • Explain code upgrade testing.
  • Describe the most important administration tools that are relevant for the upgrade process
  • Review the data upgrade workflow.
  • Explain how to perform trial data upgrade by using the Microsoft Dynamics NAV Upgrade Toolkit.
  • Explain testing of data upgrade results.
  • Examine the typical issues that may arise during data upgrade and ways to troubleshoot them.
  • Prepare the pre-production environment for upgrade.
  • Configure the software.
  • Conduct user training.
  • Move the upgraded solution to the pre-production.
  • Set up users.
  • Perform acceptance testing.
  • Conduct production upgrade and go live.
Course OutlineModule 1: Introduction to the Upgrade Process
This module provides an overview of the upgrade process in the Microsoft Dynamics NAV 2013 environment. It shows the basic principles and key phases of the Microsoft Dynamics Sure Step methodology, in addition to describing the main tools that are used to perform an upgrade.
Lessons
  • Terminology
  • Upgrade Overview
  • Upgrade Workflow
  • Upgrade Tools
After completing this module, students will be able to:

  • Review the process of upgrading Microsoft Dynamics NAV 2009 SP1 to Microsoft Dynamics NAV 2013.
  • Explain the basics of the Microsoft Dynamics Sure Step methodology.
  • Define the upgrade process workflow and stages.
  • Describe the tools that are used to perform the upgrade.
Module 2: Project Analysis and Planning
This module covers the main activities of the upgrade analysis and planning process. In addition, this module explains how to set up environments for the upgrade.
Lessons
  • Project Analysis and Planning Overview
  • Collecting Business Requirements
  • Upgrade Estimates
  • Define Upgrade Test Strategy
  • Plan Upgrade Workflow Based on Analysis
  • Preparation of Environments for the Upgrade
Lab : Estimate a Code UpgradeLab : Estimate Report Transformation
After completing this module, students will be able to:

  • Define the requirements and scope for the upgrade.
  • Explain how to estimate the upgrade project and define the test upgrade strategy.
  • Review planning of the upgrade sequence and workflow.
  • Explain preparing environments for the upgrade.
Module 3: Code Upgrade
This module describes the code upgrade phase of the upgrade project. It discusses the key development and testing activities that are included in the code upgrade.
Lessons
  • Code Upgrade Workflow
  • Object Text Transformation
  • Object Transformation
  • Upgrade of Dimensions
  • Test of the Code Upgrade
  • SQL Server Administration
  • Microsoft Dynamics NAV Administration Console
Lab : Upgrade a Report
  • Export the Report
  • Import and Upgrade the Report
  • Modify the Layout of the Upgraded Report
  • Save the RDLC Report Layout
Lab : Customize the Upgrade
  • Open WinDiff and Import the Objects
  • Locate Code Conflicts
  • Correctly Identify the Conflicting Code
  • Compare the OldBase and NewBase Objects
After completing this module, students will be able to:

  • Review the code upgrade workflow and upgrade strategy.
  • Examine upgrading customizations.
  • Explain how to resolve conflicts that arise during the code upgrade procedure.
  • Define the post-upgrade activities.
  • Explain code upgrade testing.
  • Describe the most important administration tools that are relevant for the upgrade process.
Module 4: Data UpgradeThis module discusses the data upgrade phase of the upgrade project. It shows the general process that developers follow to upgrade a database from Microsoft Dynamics NAV 2009 to Microsoft Dynamics NAV 2013 by using the Upgrade Toolkit. It also discusses ways to resolve typical issues that may arise during data upgrade.Lessons
  • Data Upgrade Workflow
  • Troubleshooting
Lab : Data Upgrade to Microsoft Dynamics NAV 2013
  • Prepare the Database for Data Upgrade
  • Run Data Upgrade Step 1
  • Prepare for Data Upgrade Step 2
  • Run Data Upgrade Step 2
  • Complete Data Upgrade
After completing this module, students will be able to:

  • Review the data upgrade workflow.
  • Explain how to perform trial data upgrade by using the Microsoft Dynamics NAV Upgrade Toolkit.
  • Explain testing of data upgrade results.
  • Examine the typical issues that may arise during data upgrade and ways to troubleshoot them.
Module 5: Going Live
This module focuses on the deployment phase of the upgrade project that implements the upgraded solution in the actual production environment and produces a successful go live. It covers the activities that are included in this phase, such as pre-production upgrade, acceptance testing, and the actual live data upgrade.
Lessons
  • Pre-Production Upgrade
  • Acceptance Testing
  • Live Data Upgrade
  • Going Live and Project Closure
After completing this module, students will be able to:

  • Prepare the pre-production environment for upgrade.
  • Configure the software.
  • Conduct user training.
  • Move the upgraded solution to the pre-production.
  • Set up users.
  • Perform acceptance testing.
  • Conduct production upgrade and go live.
Before attending this course, students must have:

  • A basic knowledge of ERP.

In addition, it is recommended, but not required, that students have completed:

  • Completed course 80439A, Introduction to Microsoft Dynamics NAV 2013.
  • Completed course 80436A, C/SIDE Introduction to Microsoft Dynamics NAV 2013.
  • Completed course 80437A, C/SIDE Solution Development in Microsoft Dynamics NAV 2013.
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