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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Migration Toolbox". Migration Toolbox
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Presenter: Sune Lohse, Chief Strategy Officer

How to complete an upgrade in Business Central?

In this video, we will go detailed through the complete upgrade process to see how the data is converted from the old database into the new database.

This is what happens in the video

So, this is the database structure, where we have the Go-live company and the Live company, and we want to move data from the Live company into the Go-live company.

So, this is how it’s supposed to be done step by step.

First of all, create a new company in the new Go-live database, and you have to remember to set the language correctly, because when you create a new database or company, the language will determine some of the tables.

So, when creating a new company, you need to set it up in English, if you want the Chart of Accounts to be English, or Danish if you want it to be Danish, etc.

After creating the new company, you will import locations, if you already know how many locations you have, and the name of those.

So, if you only know that you have 4 locations, you could just enter the locations into the standard setup.

On the other hand, if you have 50 locations, you would like to start importing those locations, so when you run step 3, meaning the standard setup, there will be created posting setup for the locations.

So, before running the standard setup, remember to import locations.

Now, you’re ready to export data from the old system, and if that’s a NAV-solution, we have a file and Export tool for that, so, we can do a lot of mappings and a lot of intelligence stuff in the old database.

If it’s another database than NAV, you will have to export all the data manually.

But basically, first of all, you install the export tool into the old database and make it compile and make it work, then you create base mappings.

We will get back to that in another video later on.

And you will create master data, meaning if the customer has customized fields on the basic tables, for instance, items, vendors, customers.

We would change those fields to be prepared for master data fields in the new database.

So that’s also possible to do, and then you export the data.

In stage 2, you can start importing the data in copies of the new go-live company.

So you create copies of the new go-live company, import data in those, and then make the customer approve those data.

So when the customer is satisfied seeing this is correct, you can add it to the actual go-live company.

This means per table, you must first map the primary keys on the tables.

We will get back to this process in more detailed videos but it’s important to map the primary keys first and export those and import it in the copy of the go-live database, to get the customer to check that it’s correct.

You have to map all the other fields in the table if there are other mappings to be done, and then you can export the data and handle those with modified date, meaning once you have exported all customers, for instance, and imported them into the new go-live company, you only have to export the customers that are modified, since you did it last time.

We will also get back to that in other videos.

So this has to be done with all the tables you need to migrate from the old database to the new ones, and you have to do it in specific order determined by the Mapping and Migration Checklist.

So, consult the checklist and watch the videos.

To be sure that you import the tables in the correct order in the new go-live database.

And in the old go-live database, you also see the process in the same Mapping and Migration Checklist on how to export and import data, and in the Excel sheet, you can maintain the status field and the checklist together with the customer, so you always know how far you got and what is left to be done.

And the last thing to do, of course, is to import all the last data, or the last customers modified, the last items modified, since last you did it, or the open orders, number series, documents, etc.

And then the opening balances for finance and for customers, vendors, and items – item ledger entries.

So before doing that, of course, you should do a detailed go-live plan with the customers, so you know exactly which data to convert on go-live.

So, the last thing you do is actually to take the orders and the number series and then you are ready to go live with the new company.

So, basically the go-live company is the same company from the beginning, and that’s very important to understand, so you don’t mess it up during the process.

So, it’s important, the go-live company is correct at all times.