Wednesday, May 27, 2009

Redeploy the Microsoft Dynamics CRM deployment that includes the Microsoft Dynamics CRM Server within the same domain or to another domain

This procedure also should be used when restoring CRM4 DB from one environment to another (for example, production to QA)

1. Back up the Organization _MSCRM databases. To do this, follow these steps: a. On the computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Expand Databases , right-click the Organization _MSCRM database, point to Tasks , and then click Back Up .
c. Under Destination , add the location to save the backup file, and then click OK .
d. Repeat steps 1b and 1c for any other Organization _MSCRM database that must be moved.

2. Install Microsoft Dynamics CRM 4.0 on the new computer that will run Microsoft Dynamics CRM Server.

Note: When you are prompted to enter the organization name, use a name that differs from the original organization name. You will import the old organization into the new installation. Therefore, you do not want the installation process to create a new organization that has the same name.

3. Restore the Organization _MSCRM databases on the new computer that is running SQL Server. To do this, follow these steps: a. On the new computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Right-click Databases , and then click Restore Database .
c. Under Destination to restore , type the name of the Organization _MSCRM database in the To database box.
d. Under Source for restore , click From device , click the ellipsis button ( ... ), add the Organization _MSCRM database, and then click OK .
e. Click to select the Restore check box, and then click OK .
f. Repeat steps 3b-3e for any additional Organization _MSCRM databases.


4. Import the organization into the new deployment of Microsoft Dynamics CRM 4.0. To do this, follow these steps: a. On the new computer that is running Microsoft Dynamics CRM Server, click Start , point to All Programs , point to Microsoft Dynamics CRM , and then click Deployment Manager .
b. Right-click Organizations , and then click Import Organization .
c. If you are using the Professional edition of Microsoft Dynamics CRM, you are prompted to delete the existing organization. Click OK to delete the organization that was created during the installation.

Note This action does not delete the actual Organization _MSCRM database from the computer that is running SQL Server.

d. In the SQL Server box, click the computer to which you restored the Organization _MSCRM database, click the organization database in the Organization database box, and then click Next .
e. Type the display name and the name for the organization, and then click Next .
f. Type the URL in the SQL Server Reporting Services URL box, and then click Next .
g. Select the method in the Method for the Mapping of the Users list, and then click Next .
h. Map the users, and then click Next .
i. In the System Requirements dialog box, click Next , and then click Import

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