By now, hopefully you got an idea of the criticality of planning and preparing for an upgrade knowing it is like a large change management project. Users are involved, expectations are set, risks identified and catalogued and developers have been held back from code to do research and study the target platform to better be able to make good design decisions for your upgrade.
Ok, since this is by far the largest part of the project plan, I will divide the development phase into two major workstreams:
The code upgrade workstream, andThe data upgrade workstream
There is quite good documentation on how to do the actual technical upgrade and I am not going to repeat that, my goal is to share with you how we actually did it. A complication for us, was the fact that we were still supporting our existing production AX 2009 system and that caused a moving target in terms of upgrading code. Our users did not easil…