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AX 2009 migration – Create migration groups

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When you create a definition for migration, you determine which entities should be packaged and exported together, and then put all the entities together in a migration group. A migration group is a set of entities that you must process in a sequence or that you can logically group together. You export the entities in a migration group together, either from the source to staging or directly to a file package. In a migration group, you also associate legal entities. You must set up migration groups before you begin the export process.

Follow these steps to create a migration group.

  1. In Microsoft Dynamics AX 2009, in the navigation pane, select Data Migration > Common forms > Create migration group.
  2. In the Migration group form, press CTRL+N or select New to create a new migration group.
  3. Enter a name for the migration group. Then press Tab to move to the Company field, and select Select company.
  4. In the Select company accounts form, select one or more companies to add to the migration group, and then select OK.
  5. In the Migration group form, select Entity, and select the lines to include in the migration.
  6. Fill in any gaps in the field mapping, as required.
  7. Select Apply sequence, and then close the form.