NAV Upgrade Notes – First essential step for a successful NAV upgrade

Standard

The first step in my last NAV upgrade was to back up customized tables. Although having database backups throughout your upgrade process is a no brainer, my focus in this post is backing up locally tables that contain non-standard fields. Having the heavy customized tables readily available in the same database, somewhere in the range 50000-99999 it can prove useful.

For example, let’s say the table 21 Customer Ledger Entry in my customer NAV 2009 database has a few non-standard fields in the range 50k or some other range. My plan is to have an exact copy of this table with ID 50000, table that I can carry forward until the upgrade process reaches NAV 2017.

Having the original data allows me to:

  •  re-construct any field that might have gotten lost or overriden during the upgrade (through a Forced sync without an upgrade codeunit or some other faulty process) or
  • perform conversion validation like comparing the balance for each customer in the original table(now saved in the 50k range) with the value from the upgraded table.

To backup the table I start with opening the original table (21), copy all fields, create a new table in the 50k range (60007) and paste all the fields. In the new table we don’t need any business rules, therefore we can select all code lines and delete them.

I would do the same for all tables whose data I want to back up.

If your backup set includes like mine, hundreds of tables, I would create a new table(50000) where I am planning to keep all original-backed up table pairs. For example, I can have pairs like table 21 – table 60007 in the new table:

List Of Tables

Next we need to populate the new table 60007 with original data.

Create a new codeunit and traverse table 50000. For each row execute the following function:

CopyData

This method copies the value of “Normal” fields from the source table(21) into each correspondent field from target table(60007).

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NAV Upgrade Notes – Turning Comments into Notes using .NET

Standard

Upgrading a NAV AddOn is not solely merging code and upgrading the database through all NAV versions in between source and target. It involves analysis and prototyping of present AddOn features into features existent in the latest NAV versions. We often ask ourselves how can we replace feature X in our AddOn hosted on a NAV 2009 installation with the new feature Y in NAV 2017?

Sometimes the answer is Yes: we can merge AddOn functionality with existent features in standard. The benefit is major.

Take Comment Line table for example. Almost any AddOn has a storage place for AddOn entities to record comments or notes.

Why keep them recorded in a table in ISV’s range when we could take advantage of an existent standard table perfect for this purpose? Table Record Link was introduced in NAV 2013 and can keep track of notes and links.

The short demo below assumes the existence of:

  • a table “Generic Entity”
  • a table “Generic Entity Comment”
  • a card page “Generic Entity Card”
  • a list page “Generic Entity Comments”
  •  codeunit “Upgrade Notes 1”

To generate notes for each comment in table “Generic Entity Comment” run the codeunit 90003″Upgrade Note 1″.

The text itself resides in a Text field in “Generic Entity Comment”, but “Record Link” table has a BLOB field for recording the text. Therefore I needed to move text from “Generic Entity Comment”Comment field into a BLOB field in “Record Link”.

text2blob

I wanted to use .NET here not only for exercising my rusty .NET muscles, but recording Danish characters in a BLOB proved to be a non-trivial job. So I used MemoryStream class with BinaryWriter which comes equipped with character encoding capabilities.

For a simple demo follow steps 1-4 below:

capture

Code used is available for download here.