To prepare a customer’s existing installation for upgrading, do the following.
 Note |
|---|
| Use your solution developer’s license as you follow these steps and perform the actual upgrade. The customer’s license may be limited. If you have not already done so, locate or obtain new versions of both your solution developer’s license file and the customer’s license file that are for Microsoft Dynamics NAV 2013. |
- If you have been using a native Microsoft
Dynamics NAV database with Microsoft Dynamics NAV 2009 (instead of
a SQL Server database), you must migrate your database to SQL
Server using Microsoft Dynamics NAV 2009 before you can upgrade to
Microsoft Dynamics NAV 2013. For more information, see chapter 5,
"Migrating to Microsoft Dynamics NAV 2009 with Microsoft SQL
Server,"” in the Microsoft Dynamics NAV 2009 Upgrade Toolkit
Manual.
- Verify that the user performing the upgrade
has the necessary roles and permissions in SQL Server Management
Studio:
- Verify that the user has the db_datareader,
db_datawriter, and db_ddladmin database roles for the database. For
information about how to grant these roles, see Provisioning the Microsoft
Dynamics NAV Server Account.
- Verify that the user has the sysadmin Server
Role for the instance of SQL Server that is hosting your Microsoft
Dynamics NAV database. For information about how to assign this
role, see Setting
Database Owner and Security Administration
Permissions.
- Verify that the default schema for the user's
account is dbo. Do this by selecting the user account under
Security/Users for the database to open the database user dialog
box. Choose the AssistEdit button for the default schema field and
then choose
[dbo]as the default schema.
- Verify that the user has the db_datareader,
db_datawriter, and db_ddladmin database roles for the database. For
information about how to grant these roles, see Provisioning the Microsoft
Dynamics NAV Server Account.
- Identify a User ID and password for a
superuser or create a new superuser that you can use for the
upgrade process. A superuser is a user who has been assigned the
SUPER permission set. This permission set has all permissions. Log
in as the superuser when you perform the upgrade.
- In Object Designer, verify that there are no
locked objects in the Microsoft Dynamics NAV database.
- Make sure that you are the only user
connected to the database.
- Back up the database and save the backup file
in a safe location.
- Make a copy of the customer’s database. You
will upgrade the copy and keep the original database.