Thursday, 16 February 2017

Copy A Existing Legal Entity To Another New AX Instance Environment

Copy a Existing Legal Entity from one Environment to other Environment for instance Testing,Development,UAT etc.

Steps to Copy A Legal Entity To Another New Instance Environment
  • Create a legal entity to use as a template.
  • Set all configuration data for the source legal entity.
  • Create a definition group which can be used to export data.

To create a definition group, open your AX  Go to System Administration module->Common->Data export/import- >Definition groups->Click on New button On General tab of Create table definition group form, provide your Definition group and Description.

Options tab of above form check Include shared tables 

Don't check Include system tables check box, Include database log tables, Include cross-reference tables

To Export configuration data, include the following table groups: Reference, Parameter, Group, Framework, and Miscellaneous

To export master data, you must include the tables that are in the Main table group

Do not include the tables that are in the Transaction, Transaction header, Transaction lineWorksheet, Worksheet header, and Worksheet line table groups. 
These tables include transaction data. It can be difficult to create a duplicate environment for transaction data if the SaveDataPerCompany property of tables is set to No
For transaction date Microsoft SQL Server backup and restore mechanism is one of best option but a minor configuration changes can be made to illustrate specific Microsoft Dynamics AX features.

click on OK button to create definition group

 Now you are ready with Definition group to export data for a legal entity (Company). 
Go to System Administration module->Common->Data export/import->Export to
Select your Definition group from drop down and provide the file Name (and location). Remaining things are up to your choice. Clock on OK button. This will create a .dat file with your given name using the Microsoft Dynamics AX data export and import feature to export the legal entity to a .dat file.

create new legal entities, and then import the .dat file that you created into each entity individually. 
Go to System Administration module->Common->Data export/import->Import. Select your Definition groups from the drop down and provide file Name (and location). Remember if you have different environment create a same definition group in your new environment where you are support to import data for a legal entity. 
On Advance tab there are different options but you may go for Include shared tables.
Shared and per-company data is imported. When other legal entities are subsequently imported into the new legal entities, the shared data is merged.