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Resource Page for Upgrading to Microsoft Dynamics AX 2012

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Microsoft Dynamics AX 2012 R2 Help refresh includes new upgrade poster

This page provides a list of published documentation, known issues, solutions, and tips and tricks to help you import, export, or migrate data for Microsoft Dynamics AX 2012.

This page contains the following sections:

News

Microsoft Dynamics AX 2012 R3

Coming in spring 2014 ... stay tuned.

 

Microsoft Dynamics AX 2012 R2

In the Microsoft Dynamics AX 2012 Upgrade Guide, which provides end-to-end guidance for every stage of upgrade, we have arranged the content around upgrade scenarios that system administrators are likely to encounter. An advantage to using scenarios is the high-level view they afford. You’ll be able to see the big picture first, and then view the details through tables of linked tasks as you need them. The task topics can also be browsed alphabetically in a single reference section.The following scenarios are documented:

  • Upgrade Microsoft Dynamics AX 4.0 or AX 2009 to Microsoft Dynamics AX 2012 (all versions)
  • Perform in-place upgrade to Microsoft Dynamics AX 2012 R2
  • Perform in-place upgrade to Microsoft Dynamics AX 2012 Feature Pack
  • Upgrade a Retail system
  • Upgrade a country-specific system 


The online upgrade documentation on TechNet, which is updated more frequently than the downloadable Upgrade Guide, now mirrors the same scenario-based structure.

Responding to your feedback about in-place upgrades (those between two different releases of Microsoft Dynamics AX 2012),  the team has developed best practices that include a recommended upgrade topology. A new process diagram (available for download and suitable for printout as a poster) depicts this recommended approach. We expect it to be an aid to both the planning and execution of upgrades. You can explore the poster right now at Microsoft Zoom.It by clicking the image below:

 

Find the official docs

The resources listed here are grouped by administrator needs before, during, and after the upgrade process.

Review the following information before you upgrade to Microsoft Dynamics AX 2012, or if you are considering an upgrade.  

   Resource  

   Description  

Microsoft Dynamics AX 2012 Implementation Planning Guide

Includes deployment information and guidance to help you simplify the experience of implementing Microsoft Dynamics AX 2012.

What's New: Upgrade

Lists changes to the upgrade process since earlier releases of Microsoft Dynamics AX.

Microsoft Dynamics AX 2012 System Requirements

Lists the Microsoft Dynamics AX 2012 system requirements.

Release notes

Note: This is secure content that is available on the CustomerSource website

Lists late-breaking issues with the Microsoft Dynamics AX 2012 release.

Resource page for Upgrading to Microsoft Dynamics AX 2012

Blog posts with news and other information about the upgrade process.

 

2. Upgrade

Resource

Description

Microsoft Dynamics AX 2012 Upgrade Guide

Includes the downloadable version of the upgrade documentation on TechNet, so that you can more easily view and print the information.

Upgrade documentation on TechNet

Same as the information in the Upgrade Guide, but updated more frequently.

Includes the following sections:

UpgradePreprocessing.chm 

Provides complete documentation of the upgrade preprocessing parts of the Microsoft Dynamics AX 2012 upgrade process. This file is installed on the Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009 source system before the upgrade. The Microsoft Dynamics AX 2012 installation media provides this file in the DatabaseUpgrade folder. The procedural topics that are contained in this file make up part of the Microsoft Dynamics AX 2012 Upgrade Guide.

Data Upgrade Scripts for Microsoft Dynamics AX 2012

Provides documentation for the data upgrade scripts in the Microsoft layers that are implemented in Microsoft Dynamics AX 2012, such as the SYS and GLS layers. This file is installed on the Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009 source system before the upgrade.

The Help documentation for the data upgrade scripts is available on Microsoft’s MSDN website. You can click the link on the left. Or you can search MSDN for the phrase Data Upgrade Scripts for Microsoft Dynamics AX.

How to Write Data Upgrade Scripts for Microsoft Dynamics AX 2012

Describes how to create and run upgrade scripts.

 

Be aware of the following resources after you have upgraded to Microsoft Dynamics AX 2012.

   Resource  

   Description  

System administrator Help on TechNet

Describes how to set up and administer Microsoft Dynamics AX.

Microsoft training

Includes information about training that is available for your organization. This includes classroom training, online learning, onsite training, training materials, and training from your partner.

Hot topics

Note: This is secure content that is available on the CustomerSource website.

Includes critical Support information that is related to your installation. You can select to view hot topics that pertain only to Microsoft Dynamics AX.

Service packs and product releases

Note: This is secure content that is available on the CustomerSource website. 

Lists the latest service packs and other product updates that have been released. You can select to view service packs that pertain only to Microsoft Dynamics AX.

Microsoft Dynamics AX Community

Includes links to community-related resources, such as forums and blogs, so that you can communicate with and learn from other Microsoft Dynamics AX users.

 

Related blogs

Top downloads

Common problems and solutions

 As you are testing the upgrade, you will likely run into issues that require either batch debugging or performance troubleshooting. The following articles and documentation can help with guidance on how to troubleshoot various issues.

Still having trouble?

You can get assistance in the following ways:

  • Trouble downloading an installation file or documentation on CustomerSource or PartnerSource? Contact ITMBSSUP@microsoft.com.
  • Ask the community of users like yourself through the Microsoft Dynamics AX Community.
  • For Technical support questions, contact your partner, or, if you are enrolled in a support plan directly with Microsoft, you can enter a new support request to Microsoft Dynamics Technical Support from CustomerSource or PartnerSource under Support> New Support Request.
  • You can also contact Microsoft Dynamics Technical Support by phone using these links for country specific phone numbers:

 


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