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Move the Microsoft Dynamics CRM 2011 deployment

This topic describes how to move server components in a Microsoft Dynamics CRM 2011 deployment.

Move the Microsoft Dynamics CRM databases to another SQL Server and SQL Server Reporting Services server in the same domain, and leave the Microsoft Dynamics CRM Server 2011 on the existing server

  1. Back up the OrganizationName_MSCRM database and the MSCRM_CONFIG database. To do this, follow these steps:
    1. On the computer that is running Microsoft SQL Server, click Start, point to All Programs , point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. In the Connect to Server window, type the name of the server that is running Microsoft SQL Server 2008 in the Server name box and then click Connect.
    3. Expand Databases, right-click the OrganizationName_MSCRM database, point to Tasks, and then click Back Up.
    4. Under Destination, add the location to save the backup file, and then click OK.
    5. Repeat steps 1b and 1c for the MSCRM_CONFIG database.

    Note

    If you must move more than one organization, repeat steps 1a-1d for each organization database.

  2. Restore the OrganizationName_MSCRM database and the MSCRM_CONFIG database on the new computer that is running SQL Server. To do this, follow these steps:
    1. On the new computer, click Start, point to All Programs , point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. In the Connect to Server window, type the name of the server that is running SQL Server 2008 in the Server name box and then click Connect.
    3. Right-click Databases, and then click Restore Database.
    4. Under Destination to restore, type the name of the OrganizationName_MSCRM database in the To database box.
    5. Under Source for restore, click From device, click the ellipsis button ( ... ), add the OrganizationName_MSCRM database, and then click OK.
    6. Click to select the Restore check box, and then click OK.
    7. Repeat steps 2b-2e for the MSCRM_CONFIG database.

    Note

    If you must move more than one organization, repeat steps 2a-2f for each organization database.

  3. Update the configdb registry subkey on the computer that is running Microsoft Dynamics CRM Server 2011: To do this, follow these steps:
    1. On the computer that is running Microsoft Dynamics CRM Server 2011, click Start, click Run, type regedit in the Open box, and then click OK.
    2. Locate registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
    3. Right-click configdb, and then click Modify.
    4. In the Value data box, change the data source to the name of the new SQL Server, and then click OK. For example, the string value in the Value data box should resemble the following:

      Data Source= <NewSQLServeName>r ;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

    5. Follow steps 3b-3d for the database subkey and for the metabase subkey.

    Note

    If multiple Microsoft Dynamics CRM roles are in your deployment, you must update the configdb registry key for all the server roles.

    If you use the Microsoft Dynamics CRM Reporting Extensions and if you are not moving the Microsoft SQL Server Reporting Services server, you must update the configdb subkey on the computer on which the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services are installed.

  4. Configure the Microsoft Dynamics CRM application to point to the new SQL Server and Microsoft SQL Server Reporting Services. To do this, follow these steps:
    1. On the computer that is running Microsoft Dynamics CRM Server 2011, click Start, point to All Programs, point to Microsoft Dynamics CRM 2011 , and then click Deployment Manager.
    2. Click Organizations.
    3. Right-click the organization that you moved to the new computer that is running SQL Server, and then click Disable.
    4. Right-click the organization that you disabled, and then click Edit Organization.
    5. Type the new name of the SQL Server and the new URL for the Microsoft SQL Server Reporting Services server.
    6. Click Next two times, and then click Apply.
    7. Right-click the organization that you disabled in step 4c, click Enable, and then click Yes.
  5. If you are using the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services and if you are moving to a new Microsoft SQL Server Reporting Services server, you must install the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services on the new server that is running Microsoft SQL Server Reporting Services.

Redeploy the Microsoft Dynamics CRM deployment that includes the Microsoft Dynamics CRM Server 2011 within the same domain or to another domain

  1. Back up the OrganizationName_MSCRM databases. To do this, follow these steps:
    1. On the computer that is running SQL Server, click Start, point to All Programs, point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. Expand Databases, right-click the OrganizationName_MSCRM database, point to Tasks, and then click Back Up.
    3. Under Destination, add the location to save the backup file, and then click OK.
    4. Repeat steps 1b and 1c for any other OrganizationName_MSCRM database that must be moved.
  2. Install Microsoft Dynamics CRM 2011 on the new computer that will run Microsoft Dynamics CRM Server 2011.
  3. Install the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services.

    Important

    You will not be able to import an organization until the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services are installed.

  4. Restore the OrganizationName_MSCRM databases on the new computer that is running SQL Server. To do this, follow these steps:
    1. On the new computer that is running SQL Server, click Start, point to All Programs, point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. Right-click Databases, and then click Restore Database.
    3. Under Destination to restore, type the name of the OrganizationName_MSCRM database in the To database box.
    4. Under Source for restore, click From device, click the ellipsis button ( ... ), add theOrganizationName_MSCRM database, and then click OK.
    5. Click to select the Restore check box, and then click OK.
    6. Repeat steps 3b-3e for any additional OrganizationName_MSCRM databases.
  5. Import the organization into the new deployment of Microsoft Dynamics CRM 2011. To do this, follow these steps:
    1. On the new computer that is running Microsoft Dynamics CRM Server 2011, click Start, point to All Programs, point to Microsoft Dynamics CRM 2011, and then click Deployment Manager.
    2. Right-click Organizations, and then click Import Organization.
    3. If you are using the Workgroup 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 OrganizationName_MSCRM database from the server that is running SQL Server.

    1. In the SQL Server box, click the computer to which you restored the OrganizationName_MSCRM database, click the organization database in the Organization database box, and then click Next.
    2. Type the display name and the name for the organization, and then click Next.
    3. Type the URL in the SQL Server Reporting Services URL box, and then click Next.
    4. Select the method in the Method for the Mapping of the Users list, and then click Next.
    5. Map the users, and then click Next.
    6. In the System Requirements dialog box, click Next, and then click Import.

    Note

    If you plan to use the same Microsoft Dynamics CRM E-mail Router, you must run the Configuration Wizard to configure the router for the new environment.

    You must run the Configuration Wizard for the Microsoft Dynamics CRM for Outlook to connect to the new Microsoft Dynamics CRM Server 2011.

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

  1. Back up the OrganizationName_MSCRM databases. To do this, follow these steps:
    1. On the computer that is running SQL Server, click Start, point to All Programs, point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. Expand Databases, right-click the OrganizationName_MSCRM database, point to Tasks, and then click Back Up.
    3. Under Destination, add the location to save the backup file, and then click OK.
    4. Repeat steps 1b and 1c for any other OrganizationName_MSCRM database that must be moved.
  2. Install Microsoft Dynamics CRM 2011 on the new computer that will run Microsoft Dynamics CRM Server 2011.
  3. Install the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services.

    Note

    You will be unable to import an organization until the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services are installed.

  4. Restore the OrganizationName_MSCRM databases on the new computer that is running SQL Server. To do this, follow these steps:
    1. On the new computer that is running SQL Server, click Start, point to All Programs, point to Microsoft SQL Server 2008, and then click SQL Server Management Studio.
    2. Right-click Databases, and then click Restore Database.
    3. Under Destination to restore, type the name of the OrganizationName_MSCRM database in the To database box.
    4. Under Source for restore, click From device, click the ellipsis button ( ... ), add the OrganizationName_MSCRM database, and then click OK.
    5. Click to select the Restore check box, and then click OK.
    6. Repeat steps 3b-3e for any additional OrganizationName_MSCRM databases.
  5. Import the organization into the new deployment of Microsoft Dynamics CRM 2011. To do this, follow these steps:
    1. On the new computer that is running Microsoft Dynamics CRM Server 2011, click Start, point to All Programs, point to Microsoft Dynamics CRM 2011, and then click Deployment Manager.
    2. Right-click Organizations, and then click Import Organization.
    3. If you are using the Workgroup 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 OrganizationName_MSCRM database from the server that is running SQL Server.

    1. In the SQL Server box, click the computer to which you restored the OrganizationName_MSCRM database, click the organization database in the Organization database box, and then click Next.
    2. Type the display name and the name for the organization, and then click Next.
    3. Type the URL in the SQL Server Reporting Services URL box, and then click Next.
    4. Select the method in the Method for the Mapping of the Users list, and then click Next.
    5. Map the users, and then click Next.
    6. In the System Requirements dialog box, click Next, and then click Import.

    Note

    If you plan to use the same Microsoft Dynamics CRM E-mail Router, you must run the Configuration Wizard to configure the router for the new environment.

    You must run the Configuration Wizard for the Microsoft Dynamics CRM for Outlook to connect to the new Microsoft Dynamics CRM Server 2011.

Move the Microsoft Dynamics CRM Server or one of the Microsoft Dynamics CRM server roles. However, leave the SQL Server and the SQL Server Reporting Services server intact

  1. Install the Microsoft Dynamics CRM Server 2011 or server role on a new server. To do this, follow these steps:
    1. On the new computer, install Microsoft Dynamics CRM Server 2011.
    2. During the installation process, type the name of the SQL Server on which the MSCRM_CONFIG database exists in the Select Deployment Options dialog box, and then click Connect to, and if necessary, upgrade an existing deployment.
    3. Complete the installation.
  2. Uninstall the Microsoft Dynamics CRM Server 2011 or the server role from the old Microsoft Dynamics CRM Server 2011. To do this, follow these steps:
    1. In Control Panel, open the Programs and Features item.
    2. Right-click Microsoft Dynamics CRM 2011 Server, and then click Uninstall/Change.
    3. Complete the removal wizard to remove Microsoft Dynamics CRM Server 2011 or server role on the old server.

    Note

    If you cannot uninstall the old Microsoft Dynamics CRM Server 2011 or server role in step 2 because of a hardware failure, go to step 3.

  3. Remove the server from Deployment Manager. To do this, follow these steps:
    1. On the computer that is running Microsoft Dynamics CRM Server 2011, click Start, point to All Programs, point to Microsoft Dynamics CRM 2011, and then click Deployment Manager.
    2. Click Servers. A list of the servers in the Microsoft Dynamics CRM deployment appears. If no servers appear, right-click Servers, and then click Refresh.
    3. Right-click the server that is not in the deployment, click Delete, and then click Yes. The server is removed from the MSCRM_CONFIG database.

    Note

    Depending on the Microsoft Dynamics CRM roles that you move, you may have to run the Configuration Wizard for the E-mail Router to update the configuration. You may also have to run the Configuration Wizard for the Microsoft Dynamics CRM for Outlook to connect to the new Microsoft Dynamics CRM Server 2011.

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