Preprocessing upgrade checklist: Tasks
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, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Complete the checklist tasks listed below. Since tasks on the two supported source systems sometimes differ from one another, they are displayed in separate columns. Task names link to help explaining the purpose of each task and providing instructions for completing it. The Task domain column indicates why and when each task is required:
Upgrade framework core – task is required on all systems
Best practices – task is recommend to improve performance
Lean manufacturing – task is required on systems with the lean manufacturing module
Retail – task is required on systems with the Retail module
Country-specific (GLS) – task is required only if functionality for the specified country or region is supported
Note
The actual number and order of checklist tasks varies depending on your version of Microsoft Dynamics AX, the features installed on the system, and the preprocessing XPO files you selected for import.
Microsoft Dynamics AX 4.0 tasks |
Microsoft Dynamics AX 2009 tasks |
Task domain |
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Best practices |
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Best practices |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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N/A |
Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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Upgrade framework core |
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N/A |
Retail |
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N/A |
Retail |
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N/A |
Retail |
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N/A |
Retail |
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N/A |
Lean manufacturing |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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Country-specific (GLS) |
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N/A |
Country-specific (GLS) |
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Upgrade framework core |
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Upgrade framework core |
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N/A |
Upgrade framework core |
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Best practices |
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Best practices |
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Upgrade framework core |
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Best practices |
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Upgrade framework core |
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Best practices |
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Upgrade framework core |
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Best practices |
Important
If you are upgrading a Microsoft Dynamics AX system with country-specific (GLS) features, there will be additional data preprocessing tasks to perform. For more information and a list of the tasks, see Scenario: Upgrade a country-specific or region-specific system