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Copy crm functionality from one server to another server RRS feed

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    Hi,

    we have a crm server (production server)P1  at a different location and now, I am going to create a test server locally L1. Both are crm 4.0. I need to use all the existing functionality and data present in P1 in L1. 
    Now, my questions:
    1) Does it makes sense to take a backup of P1 and restore it locally on L1 because I need the exact replica of P1?
    2) we are having two databases like MSCRM_CONFIG and CompanyName_MSCRM. Suppose, I would like to get the data of Leads table. How are the leads linked with both databases? If we copy the data from leads table then, do we have any issues?


    -Thanks
     Dinesh
    Perfectionist
    Wednesday, March 10, 2010 1:05 PM

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    If you restore only the Leads table data, then you might have issues since records are linked (Leads, Activities, ect.) and if customizations have been added to the Lead table doing a restore of the Lead data will not work as your SQL table columns will not match.  Refreshing the test db with production db isn't very difficult with CRM 4 so it might be work the extra effort.
    Best Regards | Twitter: edwardsdna
    • Proposed as answer by Donna EdwardsMVP Wednesday, March 10, 2010 2:03 PM
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Wednesday, March 10, 2010 2:02 PM
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    Standard customizations are stored as "meta-data" in the db.  Have a read through this article for more information.  You might also want to read through the SDK to become more familar with the application or pick up one of the CRM books available.  I have a few links on my blog.

    Best Regards | Twitter: edwardsdna
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Thursday, March 11, 2010 2:05 PM
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    So the answer is yes: restoring database will include the customizations
    My blog : http://mscrmtools.blogspot.com
    You will find:
    Bulk Delete Launcher(Delete data based on advanced find queries)
    Form Javascript Manager (export/import javascript from forms)
    ISV.Config Manager (graphical ISV.config edition - export/import)
    View Layout replicator (customize one view and replicate to others)
    And others (use tool tag on my blog)
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Thursday, March 11, 2010 2:08 PM
    Moderator

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    When you want to copy an environment to another one, the backup/restore of the database makes really sense!

    But don't forget to use then the import organization feature of the deployment manager MMC.
    My blog : http://mscrmtools.blogspot.com
    You will find:
    Form Javascript Manager (export/import javascript from forms)
    ISV.Config Manager (graphical ISV.config edition - export/import)
    View Layout replicator (customize one view and replicate to others)
    And others (use tool tag on my blog)
    Wednesday, March 10, 2010 1:45 PM
    Moderator
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    If you restore only the Leads table data, then you might have issues since records are linked (Leads, Activities, ect.) and if customizations have been added to the Lead table doing a restore of the Lead data will not work as your SQL table columns will not match.  Refreshing the test db with production db isn't very difficult with CRM 4 so it might be work the extra effort.
    Best Regards | Twitter: edwardsdna
    • Proposed as answer by Donna EdwardsMVP Wednesday, March 10, 2010 2:03 PM
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Wednesday, March 10, 2010 2:02 PM
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    Thanks...It helps!!!

    Let me try with importing feature...

    Perfectionist
    Wednesday, March 10, 2010 2:11 PM
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    I have a question...

    Where are the customizations going to store? Are they stored in database or file system? If I restored the database do I get all those customizations?


    -Thanks
    Perfectionist
    Thursday, March 11, 2010 4:46 AM
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    Standard customizations are stored as "meta-data" in the db.  Have a read through this article for more information.  You might also want to read through the SDK to become more familar with the application or pick up one of the CRM books available.  I have a few links on my blog.

    Best Regards | Twitter: edwardsdna
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Thursday, March 11, 2010 2:05 PM
  • Question
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    So the answer is yes: restoring database will include the customizations
    My blog : http://mscrmtools.blogspot.com
    You will find:
    Bulk Delete Launcher(Delete data based on advanced find queries)
    Form Javascript Manager (export/import javascript from forms)
    ISV.Config Manager (graphical ISV.config edition - export/import)
    View Layout replicator (customize one view and replicate to others)
    And others (use tool tag on my blog)
    • Marked as answer by Jim Glass Jr Thursday, March 11, 2010 3:59 PM
    Thursday, March 11, 2010 2:08 PM
    Moderator