Upgrade 2009 to 2013 or later with NAV Easy Security

With the most current version is a conversion tool released too for NAV Easy Security Data from 2009 R2 or earlier to 2013 or later. We recommend NOT using this process for upgrading NAV Easy Security from a NAV 2009 R2 or earlier installation to NAV 2013 or later. The changes done by Microsoft are making the upgrade of Logins very hard if users have been removed from active directory. The Export and Import functions in NAV Easy Security allow a simple way to export all the important data from NAV 2009 R2 or earlier. Then run the normal installation for NAV Easy Security in the NAV 2013 or later and import the data.

A detailed step by step instruction can be found in this document. How to Upgrade Easy Security from NAV 2009 or Earlier Versions

Before starting the upgrade must NAV Easy Security be updated in the NAV 2009 R2 or earlier to the current version of NAV Easy Security. This ensures the data is compatible with the version being implemented in NAV 2013 and later. This is the case either when running the conversion tool or re-installing in NAV 2013 and later.

The conversion tool can be found in the "Conversion and Integration" folder in the latest installation files for NAV Easy Security. We recommend re-installing NAV Easy Security and transfer the data with the Export/Import functions.

The below process can be used to upgrade your data. It is a required that all users in the Login table exists in Active Directory and has not been deleted from inside NAV. Step 8 of the process below is failing if deleted users exists in the converted data. Only running the tables and deleting data can recover from this.. If using multiple Active Directories must the clean install process be used.

1: Upgrade your NAV Easy Security to the latest Easy Security version of 2009 objects. Upgrade with older data versions are not supported.

2: Run the complete upgrade to NAV 2013 or later including data conversion for the standard Microsoft application.

3: Import the ES 2009 to 2013 or later conversion objects that match the new NAV version.

4: Compile all objects with ES* in the version list.

5: Run Page 80001 ES UPG Upgrade to 2013 Step 1 in the Easy Security company and all other companies if Field Level Security is in use.

6: Import the latest Easy Security objects for the version the new version.

7: Compile all objects with ES* in the version list.

8: Run Page 80002 ES UPG Upgrade to 2013 Step 2 in the Easy Security company and all other companies if Field Level Security is in use.

9: Delete objects with ESUPGRADE* in the Version List.

10: Import a complete Source Code Analysis from Security Setup.
How To Update Source Code Analysis in Easy Security Roles and Logins

11: Get Relations from Source Code with Initial Source Code Analysis from Field Level and Data Security Setup.
How To Update Source Code Analysis in Field Level, Actions and Data Security

12: If Field Level and Data Security is in use run the Implement changes in code to.
How To Implement Changes in Code

Another option is to run a complete install and export the data (Login Access Controls, Permission Sets, Permissions Groups, Object Properties, Field Level Security Codes and Data Security Codes). With the export/import functions is this recommended approach for upgrade.

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