Upgrade from Microsoft Dynamics 365 2015 Server
Updated: November 1, 2016
Applies To: Dynamics 365 (on-premises), Dynamics CRM 2016
[This topic is pre-release documentation and is subject to change.]
This section shows you how to run the actual in-place upgrade on a Microsoft Dynamics 365 server. If you encounter problems during the upgrade, see Troubleshooting installation and upgrade in this guide.
Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may affect the production deployment, we recommend that you migrate your deployment. More information: Microsoft Dynamics 365 Server upgrade options
We strongly recommend that you back up your existing Microsoft Dynamics 365 data, including all reports and customizations, before you run Setup. In addition, we recommend that you implement the following backup strategy before you run Setup:
More information: Back up the Microsoft Dynamics 365 System
We recommend that you apply the latest Microsoft Dynamics CRM updates before you start the upgrade.
Meet all requirements as specified under Microsoft Dynamics 365 Server hardware requirements and Software requirements for Microsoft Dynamics CRM Server.
Log on to your domain as a user who has administrator-level permission.
SQL Server replication isn’t supported with Microsoft Dynamics 365. If you run SQL Server replication, disable it.
Uninstall Microsoft Dynamics 365 Connector for SQL Server Reporting Services if it’s installed on the same computer where Microsoft Dynamics 365 Server is installed. More information: Uninstall or repair Microsoft Dynamics 365 Reporting Extensions
To determine the location of the Microsoft Dynamics 365 installation files, see the Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online Readme.
In the folder where the Microsoft Dynamics 365 files are located, go to the Server\amd64 folder, and then double-click SetupServer.exe.
On the Welcome to Microsoft Dynamics 365 Server Setup page, we recommend that you select Get updates for Microsoft Dynamics 365 to make sure that Setup has the most recent installation files. Click Next. After Setup is done checking for updates, click Next again.
For the Get updates for Microsoft Dynamics 365 functionality to work you must:
Have an Internet connection on the computer where Setup is running.
Enable Microsoft Update for “other Microsoft products” on the Windows Server computer where Microsoft Dynamics 365 Server Setup is running.
On the Product Key Information page, type your product key in the Product key boxes, and then click Next.
If you purchased Microsoft Dynamics 365 through a Microsoft Volume Licensing program, the license key is provided in the license.txt file, which is included in the Microsoft Dynamics 365 installation files.
On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept.
If Setup detects that components are missing, the Install Required Components page appears.
If you have already installed the required components, this page won’t appear.
If you haven’t installed the required components listed, you can install them now. Click Install. When the components are installed, the status column changes from Not Installed to Installed, and you can click Next to continue.
If you’re prompted to restart the computer, do so, and then start Setup again.
On the Upgrade to Microsoft Dynamics 365 page, you can select an organization to upgrade or leave the choice <None> so that no organizations will be upgraded during Setup. Before you select an organization, consider the following:
Notice that any organization not upgraded will become disabled after the upgrade is complete. To upgrade organizations after Setup is complete, use the Import-CrmOrganizationWindows PowerShell command. Alternatively, you can use Deployment Manager.
Click Next to upgrade Microsoft Dynamics 365.
On the Specify Service Accounts page, Setup will add the service accounts used for the Microsoft Dynamics 365 Server services. You can use the existing service accounts or specify new ones. For information about the permissions required to run these services see Minimum permissions required for Microsoft Dynamics 365 Setup and services.
If you want to use server-side synchronization and/or Dynamics 365 for Outlook for the deployment, leave this box blank. More information: Integrate (synchronize) your email system with Microsoft Dynamics 365
Otherwise, on the Specify E-mail Router Settings in the, Email router server name box, type the name of the computer where the Email Router will be installed. This computer will route Microsoft Dynamics 365 email messages. If you leave the box blank but decide later you want to use the Email Router, you must add the computer where the Email Router Service is running (part of the Asynchronous Service) when you use Network Service, or if you use a domain user account, the account to the PrivUserGroup security group.
On the Select Microsoft Update Preference page, select whether you want to use Microsoft Update for checking for updates for your Microsoft products, and click Next. We recommend that you use Microsoft Update to check for updates because this helps keep your computer up-to-date and secure. For more information about the legal terms and privacy with Microsoft Update licensing, see Windows Update FAQ.
The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next.
The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup. Verify the suitability of the services that will be stopped or restarted, and then click Next.
Review the Ready to Upgrade the Application page, and click Back to correct any errors. When you are ready to continue, click Upgrade.
When Setup completes successfully, the Microsoft Dynamics 365 Server Setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics 365 is installed, Setup provides an option to invoke Microsoft Dynamics 365 Reporting Extensions Setup.
For a full server deployment running on the Microsoft SQL Server Reporting Services computer, select the Launch Microsoft Dynamics 365 Reporting Extensions Setup check box to install Microsoft Dynamics 365 Reporting Extensions. Click Finish.
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