Thursday, November 1, 2018

Upgrade from 7.x to 8.+ series | Post 5 | Upgrade Sandbox and finally Production

Introduction

In these series of posts. I will try to run you through the process of how you can complete the upgrade from 7.x to 8.+ of Dynamics 365 for Finance and Operations.

Quick navigation:
Upgrade from 7.x to 8.+ series | Post 1 | Start in LCS
Upgrade from 7.x to 8.+ series | Post 2 | Deploy Dev and Grab source DB
Upgrade from 7.x to 8.+ series | Post 3 | Validate Code and Data in Dev

Prepare a sandbox upgrade for validation

Before you can go ahead and request an upgrade of Production, you will want to do a pre-production validation in the sandbox environment. You may read the details here:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update#upgrade-your-tier2standard-acceptance-test-or-higher-sandbox-environment

The actual steps are well documented here:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-sandbox-environment

Before you start this process, you will want to make sure you have the following uploaded to LCS Asset Library:
  • Upgraded application (Software Deployable Package), downloaded from the successfull build.
  • Backup of upgraded database as bacpac. If you need a fresh backup from Production, this is the time to get one. 
If you do not have any Production deployed, the next steps are simply:
  1. Redeploy sandbox with target version. Make sure to select the upgraded application package. If you don't, you will have to install it afterwards, before you continue to the next step.
  2. Import the updgraded bacpac from the source. Here you can use the tooling in LCS.
  3. Validate!
If you already have Production deployed, the process is actually even simpler. Microsoft has a flow that does the sandbox upgrade, and you can sit back and wait for the sandbox to be prepared for validation. Yup, that is right!

Eventually you can let the users start hammering on the system to potentially discover everything is flawless (knock on wood).

Finally Production

When you are ready to do the actual upgrade of Production, the flow is a lot simpler, and very well outlined on the official documentation. So I will simple refer to docs here


Good luck!