Process for upgrading a sandbox environment

Important

This feature is currently available by invitation only. To nominate your organization to participate, please complete this survey.

This topic describes the steps for performing a data upgrade to a Tier 2 or higher sandbox environment.

In some environments the Microsoft Service Engineering Team (DSE) will execute the data upgrade for you, for more information see the end to end upgrade process here: Overview of moving to the latest update of Microsoft Dynamics 365 for Finance and Operations.

Prerequisites

If you have any customizations or ISV solutions you must have already completed code upgrade and have your upgraded deployable packages ready in your asset library in Lifecycle Services. We strongly recommend that you perform the data upgrade on a development environment before upgrading in a sandbox environment. It is much faster to make corrections and re-run the process in a development environment, so you can reduce the overall time to upgrade by working in a development environment first.

Export the database

Follow the steps in this article to export the database to a bacpac file from the existing sandbox environment you wish to upgrade: Copy a Finance and Operations database to restore later.

Additional steps for Management Reporter

Export your report designs, known as building block groups, from the Report Designer. Transfer the exported file to a secure location so that you can use it later to reimport the report definitions. Detailed instructions for exporting: Building block. You can take this file and copy or upload it to secure location such that it may be imported into a different environment at another time. See Upload the file to an Azure storage account, by using the AzCopy Command-Line Utility. Note: Microsoft doesn’t provide a storage account as part of your Finance and Operations agreement. You must either purchase a storage account or use a storage account from a separate Azure subscription. Important: Be aware of the behavior of the D drive on Azure Virtual Machines, do not keep your exported building block groups here permanently unless you are prepared to lose them. For details see: Understanding the temporary drive on Windows Azure virtual machines (blog post).

Redeploy sandbox environment

In your Lifecycle Services implementation project:

  1. Locate the sandbox environment that you wish to upgrade and delete it.

    1. Click Deallocate on the toolbar in the Environment page. After a few minutes the environment status will change to Deallocated
    2. Click Delete on the toolbar and type the environment name to confirm deletion. After a few minutes the environment will be deleted
  2. In the main LCS Project page, in the Environments pane, the deleted environment will display the options to request a deployment – click and request the environment to be deployed with the new version and select your upgraded custom deployable packages from your asset library to be deployed to the environment.

Import the database

Follow the steps in this article to import the database from a bacpac file into the newly redeployed sandbox environment: Copy a Finance and Operations database to restore later.

Run the data upgrade package

Execute the data upgrade as described in this article: Upgrade data in development, demo or sandbox environments.

Update additional components

There may be additional components in use in your environment which require further steps to upgrade.

Additional steps for Management Reporter

Reset the management reporter database by following the steps in this topic Resetting the financial reporting data mart after restoring a database and then reimport the building block groups you exported in an earlier step.

Limitations

Existing document handling documents which are stored in Azure blob storage will be lost during this upgrade process. If you have custom code which utilizes the X++ class FileUpload to place files in blob storage, these documents will also be lost.