Quickstart: Upgrade from Microsoft Dynamics AX 4.0

The steps below provide a high-level overview of the tasks that you must complete to upgrade from Microsoft Dynamics AX 4.0 to Microsoft Dynamics AX 2009.

  1. Back up your existing database and application files.

  2. (Optional) To help improve performance, remove all user data and logs of Microsoft Dynamics AX 4.0. For example, clean up the SysDatabaseLog table.

  3. (Optional) To help improve performance, set initial data and log file sizes so that they don't increase while you perform the data upgrade process.

  4. (Optional) To help improve performance, set the recovery model to Simple for the Microsoft Dynamics AX 2009 Database.

  5. Back up your Microsoft Dynamics AX database. Your database is ready to be upgraded.

  6. Run the Microsoft Dynamics AX 2009 Setup file from the installation media. During installation, select your existing Microsoft Dynamics AX database. For step-by-step instructions, see Install Microsoft Dynamics AX before you upgrade.

  7. Install Microsoft Dynamics AX 2009 Service Pack 1. To download and install the service pack, go to http://go.microsoft.com/fwlink/?LinkId=130877.

  8. Start the Microsoft Dynamics AX 2009 client. The Upgrade checklist is displayed automatically.

  9. Complete the steps in the Upgrade checklist to finish upgrading.