The process of version migration from older versions of Navision to NAV 2013 R2

The process of version migration

from older versions of Navision to

NAV 2013 R2

[email protected] www.ecanarys.com Team Canarys

Senior Technical Consultant – MS Dynamics NAV

Subhash Sharma is a Senior Technical Consultant for Microsoft

Dynamics from Canarys.

9+ years of experience in the IT industry in various domains.

Worked through the versions 3.x, 4.x, 5.x, 2009, and 2013 R2

Subhash Sharma

www.ecanarys.com [email protected] 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


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 VisionGlobal Software

Services and

Solutions Provider

Our MissionStrong 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 dataCanarys 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


Deployment

Support

Testing & UAT


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


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

[email protected]

I’ll be happy to answer all your questions


mailto:[email protected]

Microsoft Dynamics Team

www.ecanarys.com

Thank You allfrom

Canarys


Technology

The process of version migration from older versions of Navision to NAV 2013 R2