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Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions

This section outlines the tasks that you must perform to migrate Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM Server 2011.

Because Microsoft Dynamics CRM Server 2011 is available only for 64-bit editions of Windows Server, in-place upgrades from 32-bit versions of Microsoft Dynamics CRM 4.0 Server cannot be performed.

ImportantImportant
To avoid potential downtime that may occur as a result of a direct upgrade of a production deployment, we recommend that you consider implementing the migration by using a new instance of SQL Server upgrade option described in the following Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server topic instead of an in-place upgrade.

Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server

To migrate a 32-bit version of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM Server 2011, first establish a different instance of SQL Server, run Microsoft SQL Server Setup on a new 64-bit computer to create a new Microsoft Dynamics CRM 2011 deployment, and then run the Import Organization Wizard to import one or more Microsoft Dynamics CRM 4.0 organizations to the newly installed Microsoft Dynamics CRM 2011 system. During the import the Microsoft Dynamics CRM 4.0 organization database will be upgraded.

Migrate by using a new instance of SQL Server

This procedure is useful when the Microsoft Dynamics CRM 4.0 deployment needs to remain available while Microsoft Dynamics CRM Server 2011 is installed (phase 1). Then, the Microsoft Dynamics CRM 4.0 deployment can be taken offline while the organization database is imported and upgraded into the new Microsoft Dynamics CRM 2011 deployment (phase 2).

  1. If the configuration (MSCRM_CONFIG) and organization databases were maintained by a version of SQL Server that is not Microsoft SQL Server 2008 64-bit edition, upgrade the server or restore the databases to a supported version of SQL Server.

  2. Install Microsoft Dynamics CRM Server 2011 as if it were a new server or server role without a preexisting version. During the installation Microsoft Dynamics CRM Server Setup creates a new Microsoft Dynamics CRM 2011 configuration database. For step-by-step guidance, see Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed in this guide.

  3. After the installation completes, disable the Microsoft Dynamics CRM 4.0 deployment by running Deployment Manager on the Microsoft Dynamics CRM 4.0 server. For more information, see the Deployment Manager Help.

  4. On the SQL Server that is maintaining the existing Microsoft Dynamics CRM 4.0 databases, start SQL Server Management Studio and back up the MSCRM_CONFIG and OrganizationName_MSCRM databases.

  5. Restore the organization databases to the SQL Server that will be maintaining the Microsoft Dynamics CRM 2011 databases.

    ImportantImportant
    Do not change the organization database name before the migration is completed. If you must rename the database, complete the import and upgrade procedure that is described here, then delete the organization by using Deployment Manager, and then import the organization again. During the import you can change the organization database name.

  6. Start Deployment Manager on the Microsoft Dynamics CRM Server 2011 and run the Import Organization Wizard to import and upgrade one or more Microsoft Dynamics CRM 4.0 organizations into the new Microsoft Dynamics CRM 2011 deployment.

  7. Verify that the new deployment functions as expected.

  8. Make the appropriate DNS and IIS modifications to make sure users are able to connect to the new system.

If issues occur that will cause significant downtime, enable the Microsoft Dynamics CRM 4.0 deployment while the issues are worked on. For more information, see the Deployment Manager Help.

Migrate by using the same instance of SQL Server

If you are migrating Microsoft Dynamics CRM 4.0 32-bit to a new Windows Server 64-bit server that will be running Microsoft Dynamics CRM 2011 and you want to use the same instance of SQL Server that maintains the configuration database, follow these steps:

WarningWarning
Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may impact the production deployment, we recommend that you migrate your deployment to Microsoft Dynamics CRM 2011. For more information, see “Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server” above.

  1. If the configuration (MSCRM_CONFIG) and organization databases were maintained by a version of SQL Server that is not Microsoft SQL Server 2008 64-bit edition, upgrade the server or restore the databases to a supported version of SQL Server.

  2. On the SQL Server that is maintaining the existing Microsoft Dynamics CRM 4.0 databases, start SQL Server Management Studio and back up the MSCRM_CONFIG and OrganizationName_MSCRM databases.

  3. Install Microsoft Dynamics CRM Server 2011 on the new 64-bit computer. During Microsoft Dynamics CRM Server Setup, select Connect to, and if necessary, upgrade an existing deployment on the Specify Deployment Options page during Microsoft Dynamics CRM Server Setup. Specify the SQL Server instance from the previous step and continue with the installation and organization upgrade. For guidance, see Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed in this guide.

  4. If you have additional organizations or if you are using a new SQL Server for the migration, you must import the organization databases to the new system. To do this, on the computer where Microsoft Dynamics CRM Server 2011 is installed and running, start Deployment Manager, right-click Organizations, click Import Organization, and then select the newly restored Microsoft Dynamics CRM 4.0 OrganizationName_MSCRM database.

  5. If customizations were made to .NET assemblies or configuration files, you must copy those customized files to the new system. By default, these files are located under the <drive>:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly\ folder on the existing Microsoft Dynamics CRM 4.0 server.

See Also

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