1 / 8

IT: Preparing For An Upgrade to Dynamics NAV 2009

IT: Preparing For An Upgrade to Dynamics NAV 2009. Lewis Rosenberg Mars Fishcare. Greg Kaupp ArcherPoint. Jason Chance Seventh Generation. Agenda. Introductions Role Company Version Upgrade Expectations Upgrade Considerations Upgrade Process Upgrade Questions.

mason
Télécharger la présentation

IT: Preparing For An Upgrade to Dynamics NAV 2009

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. IT: Preparing For An Upgrade to Dynamics NAV 2009 Lewis Rosenberg Mars Fishcare Greg Kaupp ArcherPoint Jason Chance Seventh Generation

  2. Agenda • Introductions • Role • Company • Version • Upgrade Expectations • Upgrade Considerations • Upgrade Process • Upgrade Questions

  3. Upgrade Expectations • Nonevent • No interruption of business • Follow a well defined process by someone who regularly does upgrades • Since Microsoft does not do upgrades client should be able to benefit from a large knowledge base of upgrades conducted by their partner • Regular communication about progress against time and budget estimates • No surprises

  4. Upgrade Considerations • Why Upgrade? • New Features • New Platform • New Fixes • Upgrading or Reimplementing • What do we mean by Upgrade? • What do we mean by Reimplementation? • Current State – Future State • Are you happy now or is the upgrade to address current issues? • Size of Database • Transaction Volume • External Integrations • Restricted Objects • Deployment Model – Traditional, App-V, Hosted • Downtime Considerations

  5. Upgrade Considerations • Classic v. RTC – Two Step Process • Page Transformation • RTC Reporting • Handling Existing Custom Reports • Reporting Options • No Dataports • No C/Side Database in Version 7 • No Forms in Version 7 • No Classic Client in Version 7 other than for Development • Classic Reports in App-V or Hosted Deployment

  6. Upgrade Process • Take a copy of Database • Load Developer’s Toolkit • Client Version NAV Codebase plus Client Version ISV Codebase • Client Codebase • New Version NAV Codebase plus New ISV Codebase • Perform Merge • Resolve Conflicts • Run Upgrade Toolkit – Data Transformations from Client Version to New Version • Deliver Test Database to Client • Client Testing • Collect New copy of Database • Run Upgrade Toolkit • Deliver Completed Upgrade for Go-Live

  7. Upgrade Questions • Are you a Specialist? • Most NAV Developers are terrible at upgrades • How many upgrades has this developer done this year? • Can I talk to someone at the last three upgrades this developer has performed? • Do you use the Developer’s Toolkit? • Are your upgrades peer reviewed? • How many upgrades are included in your knowledge base? • How many upgrade specialists are on your upgrade team?

  8. Questions

More Related