Scenario: Perform in-place upgrade to AX 2012 Feature Pack

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

An upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics AX 2012 Feature Pack is an in-place upgrade. Upgrades of this kind differ significantly from source-to-target upgrades, such as the upgrade from Microsoft Dynamics AX 2009 to Microsoft Dynamics AX 2012. There is no source-to-target workflow. Instead, the installation of a new model file on the existing Microsoft Dynamics AX 2012 system causes the Software update checklist to open when the system is restarted. The upgrade is completed by performing the tasks on this checklist.

Complete the following procedures to upgrade to Microsoft Dynamics AX 2012 Feature Pack from a supported Microsoft Dynamics AX 2012 system.

Important

Before you try to upgrade, make sure that you have the required permissions on the operating system and for Microsoft SQL Server. For more information, see Verify that you have the required permissions for installation.

Install the Microsoft Dynamics AX Feature Pack components and models

Use this procedure to add the Retail-related files and metadata to an existing Microsoft Dynamics AX 2012 system.

  1. Close any open clients on your Microsoft Dynamics AX system.

  2. Open the CD folder of the Microsoft Dynamics AX 2012 Feature Pack distribution DVD, and navigate to the updates folder.

  3. (Skip this step if Cumulative Update 2 (CU2) has previously been installed.) In the DynamicsAX2012-KB2606916 folder, double-click the AxUpdate file to install the update. Specify the correct databases to upgrade, select all the other components that are offered, and then click through the wizard.

  4. (Skip this step if your Microsoft Dynamics AX kernel version is 6.0.947.862 or higher.) In the DynamicsAX2012-KB2650968 folder, double-click the AxUpdate file to install the update. Select all the component updates that are offered, and then click through the wizard.

  5. In the CD folder, run Setup.exe.

  6. Under Install, click Microsoft Dynamics AX components.

  7. Click through the wizard to the Review license terms page, select I accept the license, and then click Next.

  8. On the Ready to install page, click Install to install setup support files and updates for the support files.

  9. On the Modify Microsoft Dynamics AX installation page, select Add or modify components, and then click Next.

  10. On the Add or Modify Components page, select Databases, and then click Next.

    Warning

    Do not select any of the Retail components for installation at this point. The system upgrade must be completed before you install the Retail components.

  11. On the Prerequisite Validation page, satisfy any prerequisites, and then click Next.

  12. On the Select databases page, select Configure existing databases, and then click Next.

  13. On the Configure existing databases page, accept or provide the name of the SQL Server computer and the database names, and then click Next.

  14. On the Select additional models page, select Extensions and Extensions Upgrade, and then click Next.

  15. On the Prerequisite Validation page, satisfy any prerequisites, and then click Next.

  16. On the Ready to install page, click Install.

  17. When setup has been completed successfully, click Finish.

Update data

Use this procedure to synchronize the Microsoft Dynamics AX databases that have been modified, and to run the required upgrade scripts.

  1. Restart the AOS.

  2. Open the Microsoft Dynamics AX client. If the Extensions and Extensions Upgrade models were installed correctly, a window opens with the message: “The model store has been modified.” Select Start the software update checklist, and then click OK.

    After a brief compile, the Software update checklist opens.

    Note

    You can also open the Software update checklist manually. You must open the checklist manually if it fails to start automatically, or if you close the client before you complete the checklist tasks. To open the checklist, click System administration > Setup > Checklists > Software update checklist.

  3. Complete the following checklist tasks. For more information about these tasks, see the user Help.

    1. Restart Application Object Server

    2. Compile application

    3. Detect code upgrade conflicts

    4. Compile into .NET Framework CIL

    5. Detect upgrade scripts

    6. Synchronize database

  4. Close the client.

Install Microsoft Dynamics AX 2012 Feature Pack components

To install Retail components on your upgraded Microsoft Dynamics AX 2012 Feature Pack system, follow the instructions in Install Microsoft Dynamics AX 2012.