A controlled approach to legacy ERP data archiving

A retailer reviewing the data footprint of an established Dynamics AX environment.

An archival approach had to preserve the configuration, master data and open transactions needed to continue operating while separating the wider historic database.

• Assessed the AX 2012 R3 application and SQL Server data estate across finance, procurement, inventory, warehousing, retail, sales and HR.
• Identified configuration and master-data dependencies alongside opening balances and open orders, invoices and transfers.
• Reviewed customisations and interfaces that affect the archival design, including access to the retained historic database.
• Defined the implementation scope, sequence and timeline through discovery and stakeholder validation.

• Completed the AX 2012 R3 and SQL Server archival assessment.
• Documented the boundary between operational and historic data and the associated dependencies.
• Delivered the agreed archival roadmap, implementation sequence and stakeholder validation.