1. Prepare the source system for upgrade
   1. Make backups
      1. Back up data
      2. Back up application files that contain customizations
   2. Copy the application files onto removable media
   3. Install the data upgrade preprocessing *.xpo, *.ald, and *.chm files
   4. Import *.xpo files for optional components
2. Preprocess data on the source system
   1. Verify that the system is ready for upgrade
   2. Initialize preprocessing
   3. Set system parameters
   4. Set up number sequences for upgrade
   5. Set up company priority
   6. Upgrade global address book country/region codes
   7. Map global address book country/region codes
   8. Upgrade the default country/region for addresses
   9. Prepare the financial dimension framework for upgrade
   10. Map fixed asset calendars
   11. Prepare currencies for upgrade
   12. Upgrade inventory dimension groups
   13. Upgrade products
   14. Configure site structure
   15. Upgrade task groups
   16. Upgrade Product Builder Route nodes
   17. Prepare units for upgrade
   18. Prepare unit conversions
   19. Prepare fixed units for upgrade
   20. Prepare unit texts for upgrade
   21. Prepare purchase orders for upgrade
   22. Resolve invalid user IDs
   23. Resolve user relations that lack a contact person
   24. Run live preprocessing scripts
   25. Upgrade country/region codes for addresses where necessary
   26. Upgrade global address book parties
   27. Run delta preprocessing scripts
   28. Enter into single-user mode
   29. Run single-user mode preprocessing scripts
3. Prepere the target system
   1. Set appropriate user permissions
      1. Verify the required permissions for installation
      2. Set permissions specific to upgrade
   2. Install Microsoft Dynamics AX 2012 on the target system
   3. Copy application files to the target system
4. Upgrade code on the target system
   1. Provide license information
      1. Import/Enter license information
      2. Modify license information
   2. Import Microsoft *.aod application files into the baseline model store
   3. Import non-Microsoft *.aod application files into the baseline model store
   4. Import non-Microsoft *.aod application files into the new model store
   5. Import *.ald label files into the new model store
   6. Restart the Application Object Server
   7. Compile the application (upgrade)
   8. Detect code upgrade conflicts
   9. Compile into .NET Framework CIL
5. Upgrade data on target system
   1. Provide license information
      1. Import/Enter license information
      2. Modify license information
   2. Customer feedback options
   3. Connect to source database
      1. Configure matching user permissions
      2. Connect to source database
   4. Set current time zone
   5. Presynchronize the database
   6. Create tables
   7. Generate table mappings
      1. Generate table and field mappings
      2. Mapping errors
   8. Prioritize upgrade tasks
      1. Determining task priorities
      2. Adding new tasks
   9. Launch data upgrade
   10. Post journal for relief of legacy accrual of unmatched quantities
   11. Configure system service accounts
   12. Finalize Enterprise Portal upgrade
   13. Specify Role Center web site
   14. Assign primary addresses to parties
   15. Upgrade AIF code
   16. Upgrade additional features
   17. Compare data upgrade row counts
6. Post-upgrade tasks
   1. Upgrade Enterprise Portal
   2. Test upgrade success and data integrity