AX 2009 migration – Create migration groups

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 must be processed in a sequence, or that can logically be grouped together. The entities in a migration group are exported together, either from the source to staging or directly to a file package. In a migration group, you also associate legal entities. Migration groups must be set up before you begin the export process.

Follow these steps to create a migration group.

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