How to upgrade / migrate Microsoft Dynamics NAV older versions

The process of version migration
from older versions of Navision to
NAV 2013 R2
chinmoy.roy@ecanarys.com www.ecanarys.com Team Canarys

 About Canarys
 Why Upgrade?
 Planning and Execution
 Considerations
 Phases
 Challenges
 Canarys Object Migration & Data Migration Tools
 Benefits
 Sample Case Study
 Conclusion
Agenda Session: 45 Mins
www.ecanarys.com chinmoy.roy@ecanarys.com Team Canarys

About Canarys
 Canarys is a leading IT services provider to its clients worldwide.
 From a humble consulting mode during its initial years, Canarys has evolved
constantly to move up the value chain and provide high-end IT services.
 Canarys offers a broad range of IT services and solutions which includes Mobile Apps,
Microsoft Dynamics, Products, Application Development & Maintenance and Testing
on Mobile and web platforms.
Our Vision
Global Software
Services and
Solutions Provider
Our Mission
Strong focus on delivering the best
and cost-Effective solutions to cater
to the needs of our Customers

 Optimizes performance with the latest technology
 Improved decision making
 Flexible, configurable chart types and end-user charting capabilities
 More integration options
 Microsoft excel, share point, office 365, and other Microsoft technology make our day to day task easy.
 Web interface to access the client
 Web Client
 SharePoint client
 Azure
 On-premise
 Partner-hosted
 Hybrid
 Refined Role Tailored capabilities
 New and improved server
Why Upgrade?

Planning and Execution: Considerations
Considerations
•> 300 GB Database
•Confusing Customizations
•Very old NAV version
•Old & bad data

Planning and Execution: Phases
Requirement
Analysis
Study
Document
Code
Upgrade
RTC
Upgrade
Date
Upgrade
[Test]
Date
Upgrade
[Live]
Database
Optimize
Training &
UAT
Deployment
& Support

 Requirement & Analysis
 Detailed analysis of customer existing business process
 Current situation and usage pattern
 Conflict analysis
 Infrastructure assessment
 Study Document
 Business Requirement Document
 List down the existing add on / custom feature / integration and summary of ‘To Be’ process
Planning and Execution: Phases Contd..
Requirements
Analysis
Study Document

 Code Upgrade
 Execute COM and CDM tools
 Compare and analyze changes
 Object upgrade
 Data upgrade
 Code optimization
 Report re-design
Canarys Object Migration
Target Database
Customer Source DB
Customer Base DB
Latest Standard DB

 Role tailored client Upgrade
Upgrading to NAV Latest
Version
NAV Classic NAV Role-tailored Client
Forms
Classic Report
DataPort
MenuSuites
Pages
RDLC Report
XMLPort
MenuSuites
Role Centers
Canarys Object Migration
Tool

 Database upgrade
NAV Source data
Canarys Data
Migration Tool
Final Upgraded DB

 Testing / User acceptance
 Testing of migrated objects
 Functionality testing
 Fixing of bugs (if any)
 Deployment
 Promote database to production
 Go Live
 Support
 Post up gradation support
 Ongoing support
Testing
& UAT
Deployment
Support

 Big difference between NAV versions
 Upgrading from Navision 3.0 to NAV 2013 is not the same as upgrading from NAV
2009R2 to NAV 2013R2 .
 Huge number of customized objects [500+]
 Migrating from Native to SQL platform
 Upgrading add-on data
 Third party integrations
 Database is very large in size and has particular
issues with locking, deadlocks or performance
Planning and Execution: Challenges

 Canarys Data Migration [CDM]
 Verify and suggest the preparedness for upgrade
 Create data transformation script
 Compress the ledger data
 Create Data refining script and clean
unnecessary data
 Upgrade add-on table data ,by just making some
configuration.
 Canarys Object Migration [COM]
 Identifies modification done on the client’s
database
 Generates detail reports
 Suggest and automatically automate the code
changes
 FIND (‘-’) - > FINDFIRST
 FIND(‘+’) - > FINDLAST
 COUNT - >ISEMPTY
 FINDSET
 MODIFYALL
 DELETEALL
 COUNTAPPROX
 Detailed Report on missing objects
Planning and Execution: COM & CDM
tools
www.ecanarys.com subhash.sharma@ecanarys.com Team Canarys

Planning and Execution: Benefits
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Saves Money (Less Cost)
Consistent Quality
Lower risk of Migration
Predictable & Manageable
Quicker Turnaround (Faster)
25%
100%
20%
90%
20%
Benefits

Case Study – Migration NAV 3.7 to NAV 2013 R2
• Version: NAV 3.7
• Risk of losing existing customized functions
• Not sure about benefits of version upgrade
• Time and cost
• User Adoptability
Risk of
losing
data
Note sure
about
Benefits
Old
Version
3.7
Time and
Cost
Situation

Case Study – Migration NAV 3.7 to NAV 2013 R2
Highlights
• Effective planning
• COM tool made the complete process
automated, reduced manual errors.
• CDM tool
• Strong Knowledge base help effective
handling of ongoing issues
• Workshop to elaborate the product
capabilities
Situation
Customer
Workshop
Impact
Analysis
Conflict
Resolution
COM &
CDM Tool
User Training
& Support
Solution
Reduced Effort
Reduced Risk
More
Integration
Possibilities
More
Predictability
Benefits

 25+ years in the industry
 7+ years of Microsoft Dynamics practice
 Tools driven approach
 Tested and mature processes
 Metrics Driven Project Management
Why Canarys

Question & Answers
We will share the presentation and the video recording of this session
For any questions later you can send an email to
chinmoy.roy@ecanarys.com
I’ll be happy to answer all your questions

Microsoft Dynamics Team
www.ecanarys.com
Thank You all
from
Canarys

How to upgrade / migrate Microsoft Dynamics NAV older versions

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (20)

Andere mochten auch

Andere mochten auch (20)

Ähnlich wie How to upgrade / migrate Microsoft Dynamics NAV older versions

Ähnlich wie How to upgrade / migrate Microsoft Dynamics NAV older versions (20)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

How to upgrade / migrate Microsoft Dynamics NAV older versions