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Friday, September 09, 2011

Planning for data import, export & migration with AX 2012

With every Microsoft Dynamics AX 2012 implementation, a very import topic, that involves a lot of planning, and technical work, is around the process of migrating data. This includes a lot of exporting, importing, transformation and so on.

Like all task relating to an AX 2012 implementation, these should be governed and defined based on functional business requirements and discovery. That is what should drive the choice being made, for how specific entities are imported, migrated or even entered into AX 2012.

To that end, and with this in mind, lets look at some new content on MSDN, specifically on this topic.: Plan data import, export, and migration [AX 2012]

From the article:
"This topic describes the tools and strategies to use when planning to import or export Microsoft Dynamics AX data. It describes how to plan to migrate data from one enterprise resource planning (ERP) system to another. Finally, it describes performance and security considerations for data import and export."

This is actually a very well thought out, and put together article, and I highly recommend it be used as a source when in reference to such task, when working in this area of a AX 2012 project.

With that said, there are some understandings that we need to circle back around to, to allow business requirements and customer needs to drive what is completed, in regard to such task.

One broad stroke statement that is not always applicable from this article is the following.:
"We[MSFT] recommend that you do not migrate transactional data or historical data to Microsoft Dynamics AX. Instead, close all open transactions before migrating, if it is possible. Maintain the database that contained your previous transactional data for reporting and compliance purposes."

This, as many of you senior consultants understand full well, is a great statement, and if it's possible really helps reduce the cost of data migration efforts in a project. However, it's hardly always true, and would say that the above statement is typically not what takes place for open transactions on any AX project.

Instead, what we try to push for, in the above statements place, is based on volume for open transactions. With that, if the volume is not to large, then a two birds, with one stone event can occur.

Instead of having to write data migration logic, this can be used as a training opportunity and get the open transactions into the new AX 2012 instance. There still can be an argument that even if there is a perceived large amount of volume to such data, that it's cheaper and better ROI to have more hands entering in the open transactions than writing migration code.

Why would that be? The reason is, any time spent, and therefore budget dollars burned, on the process of data migration is all throw away once the go live takes place. This means it looses it's value, as soon as the new AX 2012 instance is up and running.

So the trick, for adding the most value to such projects, is to perform the least complex, and spend the least amount of time possible in this area. It's not the the point that it should be overlooked, I'm not stating that at all. What I am saying, is that whatever the solution for migration is, it should be defined based on the understanding that the work will be throw away as soon as the go live takes place.

Now, on larger implementations, most likely all of the options that you see listed in the above document will be used. There is no single way to achieve importing all entities, instead, each should be defined, based on volume, complexity, and level of transformation that needs to take place. The process should be as fast as possible, and least amount of time and therefore budget dollars. Simple is king of value, and rules over it in this area with an iron fist.

Another point I would like to bring up, that is not listed in the above article, is around RapidStart Services and it's impact on data migration, specifically around reference and setup data. With the release of RapidStart Services for AX 2012, this too should be considered, weighted and then valued for helping create data entities, and for importing other entities via.

I will leave with this, always look for the most simplest approach when migrating data. Only be as complex as the requirements and customer constraints force you to be. Sometimes the most elegant solution, is the worst in value, when it comes to the task related to data import, export & migration.

Finally, I will reference back to this post in future articles, as I review some of the options in detail. Talk about the real world impact, by example, and give some food for thought to help better understand the value of the choices made on real projects.

That's all for now, till next time!

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Anonymous stephen said...

The challnege is for project based companies, with long running projects maybe over 2 years, and still in wip - mapping to a new dimension and organisation structure at transaction level requires amjor work - aggregating trnsactiosn by diemsnion is easy bifurcating a transaction across multiple dimensions needs lot o conversion and reconiliation work

2:08 AM  

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