NAV technical upgrade
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A Dynamics NAV Technical Upgrade, is the first step of a full upgrade, and often this part is carried out alone without performing a NAV database upgrade
Performing a technical upgrade means that you can be on the latest supported version of Navision, and thus take advantage of any performance enhancements and hot fixes, but does not require and major changes to business processes or system design. Typically a customer will perform a technical upgrade in house.
It is recommended that a system is never more than a year behind the current technical version.
Technical upgrade: This process can begin as at any time.
- Confirm that you have the correct upgraded license for the version and functionality that will be used.
- Install and test the base executables and perform test of Technical upgrade on a local database.
- Setup test a test server using copy of the customer database.
- Test integration that has been made to Dynamics NAV #ref1 this is sometimes a big job.
- Test Citrix / Terminal Server if you are using these.
- Test on client machines for clashes and compatibility with other products.
- Import and integrate Menu Suites into the customer database. #ref2 only if moving from prior 4.00 version.
- Check that permissions are working correctly.
- Install executables on all customer work stations, including Citrix / Terminal Server.
- Test connection and usability on each workstation.
- Test performance of client server. Specifically look at known locking issues, Dimensions, reservations, add-ons, posting routines etc.
- Prove viability of backup and recovery procedures.
- Switch over server to latest version.
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