Course 80234A:

Data Upgrade and Code Upgrade from Microsoft Business Solutions–Navision 3.7 to Microsoft Dynamics NAV2009 SP1

Length:2 Days
Published:April 14, 2010
Language(s):English
Audience(s):IT Professionals
Level:200
Technology:Microsoft Dynamics NAV 2009
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This two-day instructor-led course, Data Upgrade and Code Upgrade from Microsoft Business Solutions-Navision 3.70 to Microsoft Dynamics NAV 2009 SP1, is targeted at Microsoft Dynamics NAV software developers and administrators responsible for (or interested in) upgrading customers (or ISV add-ons) from Microsoft Business Solutions-Navision 3.70, Microsoft Dynamics NAV 4.0, or Microsoft Dynamics NAV 5.0, to Microsoft Dynamics NAV 2009 SP1.
 
This course provides students with the necessary tools to help them perform an upgrade from Microsoft Business Solutions-Navision 3.70, Microsoft Dynamics NAV 4.0, or Microsoft Dynamics NAV 5.0, to Microsoft Dynamics NAV 2009 SP1. This includes planning and performing data and code upgrades of Microsoft Dynamics NAV with customizations, in addition to testing the upgraded solution. The training is designed to offer the students best practices to address the typical pain points of an upgrade.

Classroom instruction, together with hands-on labs, VPC images and a student training manual, will help students in performing an upgrade.
Audience Profile
This course is intended for Microsoft Dynamics NAV software developers and project managers with medium to advanced Microsoft Dynamics NAV competence, and that have no or little experience in upgrading Microsoft Dynamics NAV.
At Course Completion
After completing this course, students will be able to:

  • Explain and use Microsoft Dynamics Sure Step methodology.
  • Explain the upgrade workflow.
  • Estimate and plan the upgrade project.
  • Set up environments for the upgrade.
  • Perform code upgrade and test the results.
  • Perform object transformation and test the results.
  • Perform menu transformation and create Role Centers.
  • Deploy the upgraded objects in the RoleTailored Client.
  • Perform trial data upgrade and test the results.
  • Migrate a native database to the Microsoft SQL Server option.
  • Optimize the upgraded solution's performance.
  • Perform the pre-production upgrade.
  • Perform end-to-end testing of the upgraded solution.
  • Deploy the upgraded solution (perform the production upgrade).
Course OutlineModule 1: Introduction to the Upgrade Process
This module provides an overview of the upgrade process in the Microsoft Dynamics NAV environment. It shows the basic principles and key phases of an upgrade project according to the Microsoft Dynamics Sure Step methodology, and describes the main tools that are used to perform an upgrade.
Lessons
  • Introduction
  • Upgrade Overview
  • Upgrade Workflow
  • Upgrade Tools
After completing this module, students will be able to:

  • Explain the basics of the Microsoft Dynamics Sure Step methodology.
  • Describe the upgrade workflow.
  • Summarize the upgrade tools.
Module 2: Project Analysis and Planning
This module covers the main activities of the upgrade analysis and planning process. It describes best practices for collecting requirements for the solution, estimating the upgrade, defining the test upgrade strategy, and planning the upgrade sequence based on the analysis performed.
 
In addition, this module explains how to set up environments for the upgrade.
Lessons
  • Project Analysis and Planning Overview
  • Defining Requirements
  • Estimating Upgrade
  • Defining Test Upgrade Strategy
  • Plan Upgrade Workflow Based on Analysis
  • Prepare Environments for the Upgrade
Lab : Estimating Code UpgradeLab : Estimating Object Transformation
After completing this module, students will be able to:

  • Define the requirements and scope for the upgrade.
  • Estimate the upgrade project and define the test upgrade strategy.
  • Plan the upgrade sequence and workflow.
  • Prepare environments for the upgrade.

Module 3: Code Upgrade
This module covers the code upgrade phase of the upgrade project. It discusses the key development and testing activities that are included in the code upgrade phase. The module also shows how to use the Developer's Toolkit for Microsoft Dynamics NAV for upgrading customizations.
Lessons
  • Code Upgrade Workflow
  • Technical Upgrade
  • Upgrading ISV Solutions
  • Upgrading Customization
  • Testing Code Upgrade
Lab : Resolving Merge ConflictsLab : Upgrading the Inventory Menu
After completing this module, students will be able to:

  • Explain the code upgrade workflow.
  • Upgrade customizations.
  • Resolve conflicts that arise during the code upgrade procedure.
  • Upgrade menus.
  • Perform code optimization.
  • Test the code upgrade.

Module 4: Object Transformation
This module describes the workflow of object transformation for the RoleTailored client of Microsoft Dynamics NAV 2009. It covers the main steps of transforming forms, reports, dataports, and MenuSuites, in addition to creating role centers.
 
The module also explains how to perform testing of the transformed objects.
Lessons
  • Object Transformation Workflow
  • Form Transformation
  • Report Transformation
  • MenuSuite Transformation
  • Dataport Transformation
  • Role Center Creation
  • Object Transformation Testing
Lab : Transforming and Deploying Form 50000 Journal Allocation Lines
After completing this module, students will be able to:

  • Explain the object transformation workflow.
  • Transform forms.
  • Transform reports, dataports, and MenuSuites.
  • Create role centers.
  • Test the object transformation results.
Module 5: Data Upgrade
This module covers the main steps of data upgrade from Microsoft Dynamics NAV 3.7 to Microsoft Dynamics NAV 2009 SP1. It describes the trial data upgrade process. This includes the upgrade of the old database and migrating to the Microsoft SQL Server architecture.
 
The module also covers the workflow of testing and troubleshooting the data upgrade results.
Lessons
  • Data Upgrade Workflow
  • Trial Data Upgrade
  • Testing Data Upgrade Results
  • Troubleshooting
Lab : Trial Data Upgrade to Microsoft Dynamics NAV 2009 SP1
After completing this module, students will be able to:

  • Explain the data upgrade workflow.
  • Prepare and perform trial data upgrade.
  • Migrate a native database to the Microsoft SQL Server architecture.
  • Perform testing and troubleshooting of the data upgrade results.
Module 6: Go Live
This module focuses on the Deployment phase of the upgrade project to implement the upgraded solution in the actual production environment, and at successful Going Live. The module covers the activities that are included in the Go Live phase, such as pre-production upgrade, acceptance testing and 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 end-user training.
  • Move the upgraded solution to pre-production.
  • Set up users.
  • Perform acceptance testing.
  • Conduct production upgrade and go live.
Before attending this course, students must have:

  • Knowledge equivalent to the Microsoft Business Solutions-Navision 3.70, Microsoft Dynamics NAV 2009 C/SIDE Introduction, and C/SIDE Solution Development courses.
  • Knowledge equivalent to the Microsoft Business Solutions-Navision 3.70, and Microsoft Dynamics NAV 2009 Introduction courses.
  • Knowledge equivalent to the Application Setup in Microsoft Dynamics NAV 2009 course.
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