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Install and Upgrade Instructions for Microsoft Dynamics NAV 2009 R2

Microsoft Dynamics Nav 2009

You can install Microsoft Dynamics NAV 2009 R2 as a solution upgrade from Microsoft Dynamics NAV 2009 SP1. A solution upgrade is compatible with data, databases, objects, and web services that you have already implemented in Microsoft Dynamics NAV 2009 SP1.

If you are not upgrading from a previous version of Microsoft Dynamics NAV, then for more information, see Install and Configure Microsoft Dynamics NAV 2009 SP1. The setup experience has not changed since Microsoft Dynamics NAV 2009 SP1.

If you are upgrading to Microsoft Dynamics NAV 2009 R2 from any version other than Microsoft Dynamics NAV 2009 SP1, then you must perform a full upgrade that is described in the Upgrade Toolkit Manual.pdf file, which is included in the UpgradeToolkit\Documents folder on the Microsoft Dynamics NAV 2009 R2 media.

Before Starting a Solution Upgrade

In Microsoft Dynamics NAV 2009 R2, five new predefined triggers for tracking database changes have been added to codeunit 1 and have IDs of 25 through 29. If you have any custom functions in codeunit 1 that use one of those IDs, then you must renumber them before you start the upgrade.

Performing a Solution Upgrade

You perform the following steps to upgrade a solution from Microsoft Dynamics NAV 2009 SP1 to Microsoft Dynamics NAV 2009 R2:

  1. Back up your Microsoft Dynamics NAV 2009 SP1 database.

  2. Uninstall Microsoft Dynamics NAV 2009 SP1.

    When you uninstall Microsoft Dynamics NAV 2009 SP1, your database is not removed.

  3. Install Microsoft Dynamics NAV 2009 R2 components. For more information, see Install and Configure Microsoft Dynamics NAV 2009 SP1 in the MSDN Library.

    If you use SQL Server with Microsoft Dynamics NAV, then you must select SQL Server Database Components, which were removed when you uninstalled Microsoft Dynamics NAV 2009 SP1, and select the Demo Database subcomponent of the Database components as Not available. If you do not exclude the Demo Database subcomponent, then you may see the following error message:

    Fatal error during installation. A database with name Demo Database NAV (6-0) already exists.

    The message may also advise you to delete the database. If you see this error message, then you can ignore it.

  4. Open the Classic client, and then connect to your database.

    A dialog box opens and says that the database must be converted before you can use it with this version of Microsoft Dynamics NAV Classic. Click OK to convert your database.

    Gg502497.Important(en-us,NAV.60).gifImportant
    If you have installed the Classic client and the database on the same computer and you are running Microsoft Dynamics NAV 2009 R2 on Windows 7, Windows Server 2008, or Windows Vista, then click Start, point to All Programs, click Microsoft Dynamics NAV 2009, and then right-click Microsoft Dynamics NAV 2009 with Microsoft SQL Server. On the shortcut menu, click Run as administrator.

  5. Recompile all objects in your database. To recompile the objects, in the Classic client, on the Tools menu, click Object Designer. Click All, press CTRL+A to select all objects, and then press F11.

Adding New Application Functionality After a Solution Upgrade

After you complete a solution upgrade, your Microsoft Dynamics NAV application should work as expected with the new Microsoft Dynamics NAV 2009 R2 components. You do not automatically get the following new application functionality that is available in Microsoft Dynamics NAV 2009 R2:

  • Connector for Microsoft Dynamics

  • Online Services for Microsoft Dynamics ERP

  • System Indicator

For more information, see Application Updates for Microsoft Dynamics NAV 2009 R2.

You can manually add these new features to your solution in Microsoft Dynamics NAV 2009 R2 after you perform a solution upgrade.

  • If you have not customized the application objects that are affected by the new functionality, then you can import the R2NewAndUpdatedObjects_XX.fob file, where XX matches the locale of the version of Microsoft Dynamics NAV that you are using. You can find this file in the UpgradeToolkit\NewAndUpdatedObjects folder on the Microsoft Dynamics NAV 2009 R2 installation media. To import a .fob file, in Object Designer, on the File menu, click Import.

  • If you have customized the application objects that are affected by the new functionality, then you must do the following:

    1. Export the changed objects from Object Designer.

    2. Merge the code in the objects from your application with the code in the R2NewAndUpdatedObjects_XX.fob file.

    3. Import the merged objects into Object Designer.

    For more information, see the Upgrade Toolkit Manual.pdf file. You can also see the following sections to decide whether you must merge code to get the new functionality.

After you have imported your objects, you should recompile all objects in the database to ensure that you get any additional application corrections that may have been added.

Added or Modified Objects for Online Services for Microsoft Dynamics ERP

The following table shows objects that were added or modified for the Online Services for Microsoft Dynamics ERP feature in Microsoft Dynamics NAV 2009 R2.

Object type Object ID Name New or modified object

Table

18

Customer

Modified

Table

36

Sales Header

Modified

Table

38

Sales Line

Modified

Table

81

Gen. Journal Line

Modified

Table

111

Sales Shipment Line

Modified

Table

112

Sales Invoice Header

Modified

Table

114

Sales Cr.Memo Header

Modified

Table

289

Payment Method

Modified

Table

823

Name/Value Buffer

New

Table

824

DO Payment Connection Details

New

Table

825

DO Payment Connection Setup

New

Table

826

DO Payment Setup

New

Table

827

DO Payment Credit Card

New

Table

828

DO Payment Credit Card Number

New

Table

829

DO Payment Trans. Log Entry

New

Table

830

DO Payment Card Type

New

Table

5050

Contact

Modified

Table

5107

Sales Header Archive

Modified

Form/Page

21

Customer Card

Modified

Form/Page

22

Customer List

Modified

Form/Page

42

Sales Order

Modified

Form/Page

43

Sales Invoice

Modified

Form/Page

44

Sales Credit Memo

Modified

Form/Page

132

Posted Sales Invoice

Modified

Form/Page

134

Posted Sales Credit Memo

Modified

Form/Page

255

Cash Receipt Journal

Modified

Form/Page

427

Payment Methods

Modified

Form/Page

823

Name/Value Lookup

New

Form/Page

825

DO Payment Connection Setup

New

Form/Page

826

DO Payment Setup

New

Form/Page

827

DO Payment Credit Card

New

Form/Page

828

DO Payment Credit Card List

New

Form/Page

829

DO Payment Trans. Log Entries

New

Form/Page

830

DO Payment Card Type List

New

Form/Page

5159

Sales Order Archive

Modified

Report

295

Combine Shipments

Modified

Codeunit

12

Gen. Jnl.-Post Line

Modified

Codeunit

64

Sales-Get Shipment

Modified

Codeunit

80

Sales-Post

Modified

Codeunit

406

Setup Checklist Management

Modified

Codeunit

442

Sales-Post Prepayments

Modified

Codeunit

824

Encryption Mgt.

New

Codeunit

825

DO Payment Mgt

New

Codeunit

826

DO Payment Integration Mgt.

New

Codeunit

827

DO Payment Card Validation

New

Codeunit

829

DO Payment Trans. Log Mgt.

New

Codeunit

5763

Whse.-Post Shipment

Modified

Codeunit

7307

Whse.-Activity-Register

Modified

MenuSuite

10

MBS

Modified

MenuSuite

1010

Dept - MBS

Modified

Added or Modified Objects for Connector for Microsoft Dynamics

The following table shows objects that were added or modified for the Connector for Microsoft Dynamics feature in Microsoft Dynamics NAV 2009 R2.

Object type Object ID Name New or modified object

Table

5050

Contact

Modified

Table

5079

Marketing Setup

Modified

Table

5150

Integration Page

New

Table

5151

Integration Record

New

Form/Page

46

Sales Order Subform

Modified

Form/Page

47

Sales Invoice Subform

Modified

Form/Page

300

Ship-to Address

Modified

Form/Page

5050

Contact Card

Modified

Form/Page

5094

Marketing Setup

Modified

Codeunit

1

ApplicationManagement

Modified

Codeunit

5150

Integration Management

New

Codeunit

5151

Integration Service

New

XMLPort

5150

Integration Pages

New

XMLPort

5151

Integration Records

New

Modified Objects for the System Indicator Feature

The following table shows objects that were modified for the System Indicator feature in Microsoft Dynamics NAV 2009 R2.

Object type Object ID Name New or modified object

Table

79

Company Information

Modified

Form/Page

1

Company Information

Modified

Codeunit

1

ApplicationManagement

Modified

Community Additions

ADD
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