Microsoft Dynamics NAV

Upgrading from Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2009 SP1
Quick Guide This Quick Guide describes how to upgrade objects from Microsoft Dynamics NAV 5.0 to Microsoft Dynamics NAV 2009 SP1. These instructions are also valid for upgrading from Microsoft Dynamics NAV 5.0 SP1 and for upgrading to Microsoft Dynamics NAV 2009.

Date: December 2009

UPGRADE QUICK GUIDE MICROSOFT DYNAMICS NAV 5.0

Action 1. Customize new standard objects. Any customization in the customers old database must be implemented in the new database. 2. Prepare for the data conversion. a. Make a copy of the database on which you will perform the conversion. b. Verify that both your partner development license file and customer license file have been upgraded to Microsoft Dynamics NAV 2009 SP1. c. Identify a User ID and password of a superuser in the system or create a new superuser in the system that you can use for the upgrade process. Log in as the superuser when you perform the upgrade. Manual reference Chapter 3

Chapter 2 pg 6-8

d. Make a backup of the entire database before you start.

e. f. Test the database for everything except table/field relationships. Test the database for table/field relationships.

g. Compile all objects and resolve what to do with those objects

that do not compile.

h.
i.

Uninstall Microsoft Dynamics NAV 5.0 from the developer computer. Install Microsoft Dynamics NAV 2009 SP1 on the developer computer, and then start the Classic client. 3. Convert the database to Microsoft Dynamics NAV 2009 SP1. Create a new database in Microsoft Dynamics NAV 2009 SP1 and restore the backup of the customers existing database into the new database. You can also open a copy of the customers existing database with the Classic client in Microsoft Dynamics NAV 2009 SP1 and convert the database. 4. Delete all objects except tables. Delete all forms, reports, dataports, XMLports, codeunits, and MenuSuites, from the database. Do not delete the tables. 5. Import the new customized objects that you created in the compare and merge process (part of step 1). In the Import Worksheet window, click Replace All, and then click OK. 6. Compile all objects in the new database. Chapter 4 Task 6 pg 19 Chapter 4 Task 7 pg 20-21 Chapter 4 Task 1 pg 17

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7. For each company, initialize the company in the upgraded database. Run codeunit 2, Company-Initialize. Close the company and open it again. Open form 531, Setup Checklist, to update the checklist for the Microsoft Dynamics NAV 2009 SP1 data structure. 8. Upgrade data common to all companies. Upgrade Security Roles and Permissions Synchronize the Security System If you are upgrading Microsoft Dynamics NAV with Microsoft SQL Server, then you must synchronize the security system.

Chapter 4 Task 12 pg 24

Chapter 4 pg 25-29

In the Classic client, on the Tools menu, point to Security, and then click Synchronize All Logins. Chapter 4 pg 31

Upgrade Database Key Groups 9. Test the database. Test the database for everything except table/field relationships. Test the database for table/field relationships. Test the upgraded database functionality using the customers new license. 10. Install the new clients. Make a backup of the new upgraded database. Remove all previous versions of Microsoft Dynamics NAV from the client computers. Install Microsoft Dynamics NAV 2009 SP1 on all client computers. Also install the other tiers in the Microsoft Dynamics NAV architecture. For more information, see Install and Configure Microsoft Dynamics NAV 2009 SP1. 11. Verify SQL Server permissions for administrators. Users who need to make changes to the database structure, upload licenses, add users, or manage database security must have the right SQL Server permissions. These permissions have changed for Microsoft Dynamics NAV 2009 SP1, so you should verify permissions for your administrators. See Setting Database Owner and Security Administration Permissions on the MSDN Library. Chapter 4 pg 32

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Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

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