Microsoft CRM Implementation Guide - Microsoft CRM Uninstall and Data Cleanup

Uninstalling Microsoft® Business Solutions Customer Relationship Management (Microsoft CRM) and purging your computer system of all Microsoft CRM data and system changes as a result of installing Microsoft CRM involves a series of automated and manual procedures. These procedures are the same whether your Microsoft CRM installation involves one computer or several within your system. These procedures also involve working in three areas:

Microsoft CRM
Microsoft SQL Server™
Active Directory®

The process described here will cause your computer system to be in one of two states:

Uninstall Microsoft CRM program files but leave your customer relationship management (CRM) data intact. This allows you to reinstall Microsoft CRM and have access to all previous data.
Uninstall Microsoft CRM, data, and other system configuration items. This results in a completely clean system as far as Microsoft CRM and its data is concerned.

Uninstall Microsoft CRM and Leave the CRM Data Intact

The following procedure will retain your Microsoft CRM databases and other organization data. Possible exceptions to this include:

Customizations you have made to forms.
Microsoft CRM Sales for Outlook data from a computer working offline that was not synchronized to the Microsoft CRM server before uninstalling the server.
Crystal Reports Customizations. To recover customized reports, you must back up these reports before running uninstall.

The advantage of this procedure is that you can install a new Microsoft CRM server and use the previous databases and system information.

Back up Crystal Reports folder

Use your standard backup method to back up the Crystal Reports folder. The default location is:

<systemdrive>:\Program Files\Microsoft CRM\Crystal Decisions\Enterprise\Filestore

Uninstall the Microsoft CRM server

Uninstall the Microsoft CRM server by either:

Using Add/Remove Programs
Running the Installation program from the Microsoft CRM Server CD.

This will remove all the Microsoft CRM program files, services, registry keys, and so on, but will not touch the CRM data stored in SQL Server and the Active Directory.

Reinstall Microsoft CRM

During Microsoft CRM Installation, select “Use Existing Databases” and specify the existing organization’s database.
Select a Web server in the same domain. The new Microsoft CRM Web server must be in the same domain because using SQL Server and Web servers across domains is not supported for version 1.0 of Microsoft CRM.
Restore the Crystal Reports filestore folder.
On the Start menu, point to Programs, point to Crystal Enterprise, and click Crystal Configuration Manager.
Start all services.

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Completely Uninstall and Clean Existing Microsoft CRM Deployment

These procedures involve working in three areas:

Microsoft CRM
Microsoft SQL Server
Active Directory

Uninstall Microsoft CRM

Use Add/Remove Programs.
Run the Installation program from the Microsoft CRM Server CD.
Delete the folder and other Microsoft CRM files from: <systemdrive>:\Program Files\Microsoft CRM

This will remove all the Microsoft CRM program files, services, registry keys, and so on, but will not touch the CRM data stored in SQL Server and the Active Directory.

Delete the Microsoft SQL Server databases

On the Microsoft SQL server, on the Start menu, point to Programs, point to Microsoft SQL Server, and click SQL Enterprise Manager.
Expand Microsoft SQL Servers and then expand SQL Server Group.
The SQL Server Instance of the Microsoft CRM databases should be in the list. If it is listed and not labeled as Local, go to step 7.

If your Microsoft CRM SQL Server Instance is listed but is labeled as Local, then you will have to delete the local registration and re-register it. Go to step 4.

If a registration for the server does not exist, then you will need to add a registration for it. Go to step 5.
In the Delete the SQL Registration dialog box, select your database instance, right-click and select Delete SQL Server Registration.
In the Add SQL Server Registration dialog box, select New SQL Server Registration, type the SQL Instance Name, and click Add.
Select Connect using Windows Authorization, click Add to existing SQL Server group, and then click Finish.
Expand your SQL Server instance.
Continue with the following procedure "Disable replication on the SQL Server instance."

Disable replication on the SQL Server instance

Perform the following steps only if you are sure there are no other databases (other than the Microsoft CRM databases that you plan to delete) on this SQL Server instance that are enabled for replication.

On the Microsoft SQL Server, in SQL Server Enterprise Manager, right-click Replication, and select Disable Publishing.
Click Next.
Select Yes, disable publishing on <SQLServer>, and click Next.
On the page that displays the list of existing publications, click Next.
Click Finish.

Disable publishing for specific databases only and not the entire SQL Server

On the SQL Server in SQL Server Enterprise Manager, expand Replication and then expand Publications.
In the Details pane, select the publications that are associated with the Microsoft CRM databases that you want to delete. These include:

CRMPub-<CRMOrg>_MSCRM:<CRMOrg>_MSCRM CRMPub-<CRMOrg>_Metabase:<CRMOrg>_Metabase
Right-click each publication, select Delete, and then click Yes.
Open SQL Query Analyzer for this SQL Server and type in the following command for both the Microsoft CRM and Metabase databases whose publications were just deleted.

For example:
```
sp_dboption <CRMOrg>_MSCRM, 'merge publish', false
sp_dboption <CRMOrg>_Metabase, 'merge publish', false
```
Close SQL Query Analyzer.

Delete Microsoft CRM databases

Select the following databases:

Organization_name_MSCRM
Organization_name_METABASE
Organization_name_CRMCRYSTAL
Right-click each database, select Delete, and then click OK.
Delete all the .mdf and .ldf files from <systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Data.

Delete Microsoft CRM logins

Expand Security, and then expand Logins.
Select the SQLAccessGroup and SQLRepl logins that exist for the Microsoft CRM organization to be deleted.
Right-click each login, select Delete, and then click OK.

To determine which SQLAccessGroup and SQLRepl group belong to the Microsoft CRM organization that you are deleting, compare the complete names of these groups with the pre-Windows 2000 name of the groups in the Active Directory created under the OU for this Microsoft CRM organization.

Delete Active Directory objects

On a domain controller computer, on the Start menu, point to Programs, point to Administrative Tools, and click Active Directory Users and Computers.
Expand the Domain Node and any other nodes depending on which Organizational Unit (OU) was selected to install the Microsoft CRM organization under.
Right-click the Microsoft CRM organization’s OU (<OrganizationName>) and select Delete.
Select Yes to all prompts.

Microsoft CRM has now been uninstalled and the SQL Server and Active Directory data related to the Microsoft CRM organization have been deleted.

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Uninstall Microsoft CRM and Leave the CRM Data Intact

Completely Uninstall and Clean Existing Microsoft CRM Deployment