1 #AXUGFocus

Shaun McMikle, RSM US THE UPGRADE PATH AND YOU - GOING FROM R3 TO THE NEW AX

3 #AXUGFocus Shaun McMikle Training SPEAKER CONTACT INFO

4 #AXUGFocus Starting point – Early Architecture Detecting Dead Code Review Data structures AX Architecture Plotting your strategy Building your timeline Executing the plan AGENDA

5 #AXUGFocus EARLY ARCHITECTURE

6 #AXUGFocus MS SQL Model/Code Data AX ARCHITECTURE

7 #AXUGFocus DETECTING DEAD CODE

8 #AXUGFocus WHAT IS DEAD CODE? AND WHY? Forms that have been replaced by new functionality Classes and Jobs that no longer support business processes Modifications that are no longer used Old reports that are no longer utilized Ideas for table structures that were abandoned Started yet never implemented modifications UG

9 #AXUGFocus Element Usage Log Query Querying Syslast Value Table Review SSRS Report Usage Check Table customizations Find Records per table Check if field related to mods have data Cross references DETECTING DEAD CODE

10 #AXUGFocus SCRUB YOUR DATA

11 #AXUGFocus DATA CLEANUP Run clean up jobs Validate content, spot check records Develop a chart of accounts that will best serve your company today Run preprocessing validation just for fun Understand your SQL data Review your BRDs and REAL Business Requirements

12 #AXUGFocus AX ARCHITECTURE

13 #AXUGFocus APPLICATION STACK Runtime & Data Access Workflow & Services Client & Presentation SSRS Reporting Application Platform Organization Model Number Sequence Global Address Book Source Documents Application Foundation Fleet ManagementApplication Suite

14 #AXUGFocus SERVER ARCHITECTURE Aggregate Data Store

15 #AXUGFocus KEY LCS FEATURES Provision, manage and deploy environments Monitor performance Move data and code Download and apply hotfixes and updates Handle support tickets

16 #AXUGFocus CREATE A DEPLOYABLE CODE PACKAGE Contains compiled code and model elements Exported as a ZIP file Created in Visual Studio

17 #AXUGFocus DATA MANAGEMENT Data management workspace formConfigure data sourceFramework parametersData entitiesImport and export packages

18 #AXUGFocus DATA SOURCES Package file AX file CSV files Excel files XML

19 #AXUGFocus USING DATA PACKAGES Data packages created in UI Uploaded to asset library Deployed with environments

20 #AXUGFocus PLOTTING STRATEGY

21 #AXUGFocus 21 UPGRADE PATH AX 4 and AX 2009 > AX 2012 Data Code Customizations Upgrade scripts AX? To AX 7 Data Code Customizations

22 #AXUGFocus VAR UG 22 Upgrade Assessment Data Upgrade Project Management AX 2012 & AX 7 Knowledge Industry Knowledge Training

23 #AXUGFocus CUSTOMER UG 23 Internal Review of Functions Upgrade Assessment Code Upgrade Data Upgrade Testing Project Management Business Knowledge

24 #AXUGFocus PROJECT UG 24 Upgrade Assessment / Function ReviewInstallation/DeploymentCode UpgradeData UpgradeUATFinancial IssuesMock Go-LiveProduction Go-Live

25 #AXUGFocus UG 25 Performanc e IntegrationsHardwareThird Parties Cutover Downtime Data Upgrade New Features

26 #AXUGFocus FINAL UG 26 Data Upgrade Detailed documentation Space for many backups Backup at every major step Allow time for many passes Sanitize data as much as permits Code upgrade to UAT Consider project time, more bodies doesn’t always decrease time Evaluate whether all reports are used Only upgrade used reports Internal communication between developers Daily meetings Shared repository of fixes Daily meetings for testing Upgrade analysis prior to starting project Thorough upgrade planning is critical to success

27 #AXUGFocus QUESTION AND ANSWER

28 #AXUGFocus CPE Credit Code: 53C2 Complete Surveys FINAL REMINDERS