Import an organization

 

Applies To: Dynamics CRM 2015

You can import an existing Microsoft Dynamics CRM organization by using the Import Organization Wizard. You can use this wizard when you move Microsoft Dynamics CRM Server to another computer. You can use the Import Organization Wizard to import an organization from any domain in the Active Directory directory service forest.

System_CAPS_importantImportant
  • Before you import, upgrade, or update a Microsoft Dynamics CRM organization, you should back up the configuration and organization databases.

  • You cannot import a database that is already deployed in the target Microsoft Dynamics CRM deployment.

  • Not all versions of Microsoft Dynamics CRM Server support multiple organizations in the deployment. When you import an organization into a version of Microsoft Dynamics CRM that only supports one organization and already has an organization in place, the existing organization will be replaced by the imported organization.

  • If the Import Organization Wizard detects that the organization you are importing is from an earlier version of Microsoft Dynamics CRM, the organization database will be upgraded to the new version.

  • We recommend that for each organization that you upgrade, the volume have free space that is at least three times the size of the organization database file and four times the size of the log file. Therefore, if a single organization database and log file are located on the same volume and are one gigabyte in total, you should have at least seven gigabytes of available disk space before you perform the upgrade.

  • Before you can import an organization by using the Import Organization Wizard, the organization database must be restored and attached to SQL Server. For more information about how to restore databases, see MSDN: SQL Server Books Online.

  • The encryption key is required to activate data encryption when you import an organization database into a new deployment, a deployment that has had the configuration database (MSCRM_CONFIG) re-created after the organization was encrypted, or a restore from an earlier backup that doesn’t contain the encryption key. You can copy the original encryption key to Notepad and paste it into the Settings > Data Management > Data Encryption dialog after the organization import is completed. When you activate data encryption after redeployment, we recommend that you use Internet Explorer to paste the encryption key into the Data Encryption dialog box. For more information about data encryption, see Data encryption.

System_CAPS_tipTip

The procedure described here can be implemented by using a Windows PowerShell cmdlet. For more information, see Administering Microsoft Dynamics CRM 2015 by using Windows PowerShell.

Import an organization

  1. In the Deployment Manager console tree, right-click Organizations, and then click Import Organization.

    The Import Organization Wizard opens.

  2. On the Select SQL Server page, in the SQL Server box, type or select the computer that is running SQL Server where the Microsoft Dynamics CRM organization database is located.

  3. In the Organization database list, select the organization that you want to import.

  4. Click Next.

  5. On the Specify the Organization Settings page, accept the default Display Name for the imported organization or type a new Display Name.

  6. Accept the default Unique Database Name for the imported organization or type a new Unique Database Name.

  7. Click Next.

  8. On the Specify Reporting Services Server page, accept the default entry or type the URL for the Microsoft SQL Report Server to be used by the organization that you import.

  9. On the Select Method for Mapping Users page, select one of the following options:

    • Automatically Map Users. This selection automatically maps the users' Active Directory account names to Microsoft Dynamics CRM accounts.

      Users in the Active Directory domain are verified against the current domain user information. If the organization being imported has users added with their User Principal Name (UPN), the user information will be mapped across without any changes or validation.

    • Select Custom Mapping Options. This selection enables you to specify custom user account matching options.

  10. Click Next.

  11. If you selected Select Custom Mapping Options, you are presented with custom user mapping options. Select from the following options:

    • Keep existing user mappings. Select this option if you want to keep the existing user mappings in the organization database. Typically, you select this option if you are importing an organization database that is located in the same Active Directory domain as the Microsoft Dynamics CRM Server where the organization is to be imported.

      For users external to the Active Directory domain, who were added with their UPN, the user information will be mapped across without any changes or validation.

    • Manually map users. Select this option if you want to manually map each user, typing each user's ID into the mapping table.

    • Generate a new mapping file. Select this option to create a sample XML mapping file. Then, you can exit the Import Organization Wizard, change the user mapping file to select how users are imported, and then run the Import Organization Wizard again. The default behavior is to create the user mapping file in the folder <drive>:\Program Files\Microsoft Dynamics CRM\Tools.

    • Auto-map users. Select this option if you want to automatically map the user settings by selecting from the following options:

      • Active Directory account name. Select this option if you want to use the user logon name that is set in Active Directory. Users in the Active Directory domain are verified against the current domain user information.

      • Microsoft Dynamics CRM full name to Active Directory full name. Select this option if you want to use the display or full name that is set in Active Directory.

      • Prefix. Select this option if you want to create a prefix, with an appended numeric value, for each user.

      • Use existing mapping file. Select this option if you have created a mapping file to import users. Then, type the full path and file name in the box provided, or click Browse to locate and select the user mapping file.

        System_CAPS_noteNote

        In all the Auto-map methods, users entered with their UPN are mapped across without any changes.

  12. Click Next.

    The System Requirements page opens.

    This page is a summary of all system requirements to create a new organization. Failed tests must be corrected before a new organization can be created. If necessary, cancel the Import Organization Wizard, fix the problem and resolve all errors, and then start the Import Organization Wizard again.

  13. If no errors, or only warnings, appear, click Next.

  14. On the Ready to Import page, click Import.

  15. On the Import Organization page, click Finish.

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