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Data transfer from NAV 2013 to NAV 2013 R2

Upgrading from NAV 2013 to NAV 2013 R2 isn’t the easiest thing in the world, so we’ve created this small guide.

Step 1

1. The first part of the process is to connect your Microsoft Dynamics NAV Server instance to the database.

2. Make sure that the service account that the Microsoft Dynamics NAV Server instance uses has the db_owner role for the database. Connect the Microsoft Dynamics NAV Server instance to the database, and then start the service instance.

3. Next you’ll need to open the Object Designer, and then import Upgrade700701.1.fob. If the .fob file contains objects with conflicting versions that are already in the database, the Import Worksheet window opens. Choose Replace All.

4. Then, from the Object Designer, run Page 104001, Upgrade – Old Version. Choose the Transfer Data button. Repeat this action for each company in the database.

Step 2

1. In the Microsoft Dynamics NAV 2013 R2 development environment:
On the Tools menu, open Options, and then, make sure that the Prevent data loss from table changes field is set to Yes.

You must also make sure that the Server Name, Server Instance, and Server Port fields are filled in.This ensures that the Microsoft Dynamics NAV Server instance that is connected to the database will verify that no operation will cause loss of data in the development environment.

a. Import all customized objects in .fob format into the upgraded database. If the .fob file contains objects with conflicting versions that are already in the database, the Import Worksheet window opens. Choose Replace All.

b. Make sure all objects are compiled.

Import Upgrade Step 2 objects from the Upgrade700701.2.fob file. If the .fob file contains objects with conflicting versions that are already in the database, the Import Worksheet window opens. Choose Replace All.

2. Open the Microsoft Dynamics NAV 2013 R2 Windows client to verify that you are connected to the Microsoft Dynamics NAV Server instance that is connected to the database being upgraded.
Next, you will run Upgrade Step 2 in each company in the upgraded database.

You can get a list of all existing companies in the database by running the Get-NAVCompany cmdlet and passing as an argument the Microsoft Dynamics NAV Server instance which is connected to the upgraded database.

You will run objects directly from the development environment, so you must specify the company that the objects must run in in the Options window.

3. In the Microsoft Dynamics NAV 2013 R2 development environment:

a. On the Tools menu, open Options, and then, in the Company field, specify the name of the first company.

b. In the Object Designer, find page 104002 Upgrade – New Version, and then choose Run.

c. In the Upgrade – New Version window, choose Test Database Connection to make sure that the C/AL code that is triggered by the actions on the page has access to the database.

If your database is on a named SQL Server instance, you must specify the full name in the SQL Server Name field.

d. Choose Transfer Data.
If the process is successful, and you don’t have to revisit the upgrade logs, you can clean the content of the Upgrade Time Log table.

e. On the Navigate tab, choose Time Log, and then, in the Upgrade Time Log page, delete all records.
Close the Upgrade – New Version window, and then close the Microsoft Dynamics NAV Windows client.

4. Repeat step 3 for each remaining company in the database.