How to migrate NavSherpa to Business Central Online

Prerequisites

Migration is using the Cloud Migration Setup / Management tool in Business Central Online, which supports BC 140 as a minimum version.
Your C/AL NavSherpa must be upgraded at least to the version NSPW114.00.04.
AL Extension NavSherpa must have at least version 17.07.00, 18.05.00 or 19.00.00, otherwise the Start Data Upgrade to AL function in NavSherpa Setup will be missing.
AL NavSherpa requires a different license key than C/AL version. If you are migrating from C/AL BC 140, please order your extension NavSherpa license first.

Data Migration

Migration is using the Cloud Migration Setup and Cloud Migration Management tools – see Microsoft guidelines here: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/migrate-data?toc=/dynamics365/business-central/toc.json.

Regarding NavSherpa there is only one additional step, before you can run the data migration. When you have finished the Cloud Migration Setup, go to Cloud Migration Management and from the menu choose Manage Custom Tables.

Here you need to map NavSherpa C/AL table names to their counterparts in AL. To speed things up, you can use Populate From Extension function and choose the NavSherpa extension.

After that just fill in C/AL table names like into Source Table Name column – see the table below.

Extension Name	Table Name	Source Table Name
NavSherpa	NSP SharePoint Site Setup	SharePoint Site Setup
NavSherpa	NSP SharePoint Site Setup Par.	SharePoint Site Setup Param
NavSherpa	NSP SharePoint List Setup	SharePoint List Setup
NavSherpa	NSP SharePoint List Mapping	SharePoint List Mapping
NavSherpa	NSP SharePoint List Workflow	SharePoint List Workflow
NavSherpa	NSP SP WF. Attr. Mapping	SharePoint WF Att. Mapping
NavSherpa	NSP SP List Content Type	SharePoint List Content Type
NavSherpa	NSP SharePoint Table Link	SharePoint Table Link
NavSherpa	NSP SharePoint Synch. Log	SharePoint Synchronize Log
NavSherpa	NSP SharePoint Record Mapping	SharePoint Record Mapping
NavSherpa	NSP SharePoint Doc. Mapping	SharePoint Document Mapping
NavSherpa	NSP SP WorkFlow Mapping	SharePoint WorkFlow Mapping
NavSherpa	NSP SP Content Type Mapping	SharePoint Cont. Type Mapping
NavSherpa	NSP General Buffer	NavSherpa General Buffer
NavSherpa	NSP Access Group	NavSherpa Access Group
NavSherpa	NSP Access Group Member	NavSherpa Access Group Member
NavSherpa	NSP NavSherpa Setup	NavSherpa Setup
NavSherpa	NSP NavSherpa User	NavSherpa User
NavSherpa	NSP Access Group Mapping	NavSherpa Access Group Mapping
NavSherpa	NSP SharePoint Record Navigate	SharePoint Record Navigate
NavSherpa	NSP SharePoint Access Token	SharePoint Access Token

Now you are ready to run the data migration. If needed, you can create a diagnostic run first – if there are some issues with NavSherpa table mappings, you will see the tables in Tables with Warnings section.

Manual Steps

After you finish the data migration and data upgrade, there are a few manual steps that you need to do to get NavSherpa running in Business Central Online.

Important: Before going live, make sure, that you disabled all automatic jobs in your on-prem Business Central! You certainly do not want two Business Central instances connecting and uploading files to one SharePoint.

New License Key

If you are migrating from Business Central 14 (C/AL version), your NavSherpa license key will not work with AL extension version. Please order the extension license key in advance and after migration enter the correct license key in NavSherpa Setup. Ensure that the license is valid for your VOICE account number.

Authentication

If you were using any other than OAuth authentication, you need switch to it now. Please have a look at the installation tutorial videos or NavSherpa help and run the Setup Access Token wizard to set it up.
When using OAuth authentication, you may need to refresh the access token.

Please open your root SharePoint site setup and check the connection by selecting the Author SP Field Internal Name. If you can see the list of fields from SharePoint, your connection is ok and you can proceed to the next step.

Run NavSherpa data upgrade to AL

Go to NavSherpa Setup and run action Start Data Upgrade to AL (run this action in each company, where you have NavSherpa). This will perform the last steps that are needed to update the data to AL version. If something goes wrong, fix the errors and run the action once more.

Note: Without the NavSherpa data upgrade there are some vital information missing in SharePoint List Setup table and your NavSherpa will not work properly.

Start NavSherpa Automatic Job

As the last step, create or start the job queue entry responsible for NavSherpa automatic jobs.

Important: Please ensure, that the automatic job in your old database is stopped by now and no users are adding documents there!