Thursday, June 7, 2007

MS CRM migration/redeployment to new domain servers

Deploying or redeploying Microsoft® CRM 3.0 to a second system is a multi-step process that involves:

· Several manual procedures

· The use of standard backup and restore procedures and utilities

· A wizard designed specifically for this process

The wizard is the Microsoft CRM Redeployment Wizard. Using this wizard and the processes described in this document, a

system administrator or software developer can copy and use their Microsoft CRM data in another Microsoft CRM

implementation separate from the original system.

The following are some examples of redeployments that you can make using these tools, processes, and procedures.

On a separate Microsoft CRM implementation with its own Active Directory forest and domain that is not connected to

the original Active Directory forest and domain.

Step 1: Back Up the Databases

Make a copy of or back up the Microsoft CRM databases. Perform the following tasks before copying the databases:

Step 2: (Optional) Back Up Customizations, Workflow, and Custom Reports

Important: Customizations, workflow, and customized reports are not redeployed using the Redeployment Tool. If you want your redeployed Microsoft CRM system to have the customizations, workflow rules, or custom reports from your source Microsoft CRM system, you must back them up manually and restore them to your redeployed system manually.

Step 3: Install Servers and Configure Users

Install all server applications for your new implementation, including:

• Active Directory domain controllers

• Microsoft SQL Server

• Microsoft Exchange Server (optional)

Step 4: Restore the Microsoft CRM Databases

Step 5: Complete the Microsoft CRM Redeployment Wizard

Step 6: Install Microsoft CRM

Install Microsoft CRM on the computer in the new system and make sure to select the Connect to existing database option during setup. Each Microsoft CRM implementation must have the appropriate license.

Step 7: (Optional) Import Customizations,

Workflow Rules, and Custom Reports

Known Issues

Microsoft Windows Operating System Additions and Database Triggers

If you want to install any Microsoft Windows® operating system enhancements or “add-on” programs or create or add any

custom database triggers (other than system defaults) to your new Microsoft CRM system, you must install them before

using the Microsoft CRM Redeployment Wizard. If you have installed the “add-on” programs or added any custom

database triggers, you must remove them, complete the redeployment process on the new Microsoft CRM system, and then

re-install them after you have verified that the new Microsoft CRM system is functioning.

The Microsoft CRM Redeployment Wizard Does Not Finish

If, for any reason, the Microsoft CRM Redeployment Wizard does not complete, you will need to do the following:

1. Delete the Organization_MSCRM and Organization_METABASE databases on the Microsoft SQL Server of your

new deployment. These database files should be located in the folder:

:\Program Files\Microsoft SQL Server\MSSQL\Data.

2. Start the redeployment process again at Step 4 in this document.

Installing Microsoft CRM Server always creates a log files that can be reviewed and used for troubleshooting. By default,

the location of the log files is:

:\Documents and Settings\User\Application Data\Microsoft\Microsoft CRM\Logs

Source CD-1 MSCRM server installer Redeployment Guide