Copy task recordings from one AX2012 instance to another

As Fredrik Saetre posted a few weeks ago, in the old days (AX 2009) our Dynamics AX system environment setup was simpler – but now we’re most often faced with various Dynamics AX system environments, for instance:

In one of the first posts in this blog I talked about how you can import your own business process hierarchy into the Task recorder – then, during testing and training you can use the task recorder to build up user documentation. The task recorder creates word documents and videos in a shared folder – and you may find it useful to be able to access the same task recording from more than one instance of Dynamics AX (Test, Training, Live, etc.). One way to achieve this is to copy the task recording setup (but not the word documents and videos) from one Dynamics AX instance to another.

Simple enough to do, and here’s how it goes, we’re going to use a Data definition group to copy the task recorder setup tables from one Dynamics AX instance to another.

1. Log into the environment where you are making your task recordings, then (and obviously you only need to do this once), setup a data definition group.

System administration > Common > Data export/import > Definition group:

System administration > Common > Data export/import > Definition group > Select tables:

The table names are:











2. Export the task recorder tables via the data definition group:

System administration > Common > Data export/import > Definition group > Export to:

Enter a filename, click OK to export.

3. Now log out of your first Dynamics AX instance – and log into the Dynamics AX which is going to receive the Task recorder setup and import the file you created (you don’t have to have a data definition group setup to do the import). Also note that if you need to move the export file from one folder to another before you import, that the data definition group export creates two files (a .dat and .def file) – you need to copy both files.

System administration > Common > Data export/import > Import:

Enter/select the file saved above.

On the Advanced tab Tick the Include shared tables and Include system files checkboxes:

We’re not going to update existing records – we’re going to delete and re-add the records so this is a complete one-off copy of the task recordings.

When you click OK the system will display a list of tables with data:

Click ‘Yes to all’ and OK to import. The system displays a confirmation form:

Click Yes to import. The system displays a warning

Click Yes to accept the warning and you are done – easy as.