locked
Upgrading from 32 bit CRM 4.0 to CRM 2011 RRS feed

  • Question

  • Hey everyone, I have CRM 4.0 32 bit (I think, is there a way to check couldn't find it online?  But 99% sure).  I want to upgrade to CRM 2011.  My issue is I only have access to 1 server as we're a small company.  I know you can't do an in place upgrade from CRM 4.0 32 bit to CRM 2011, but I just have a couple questions:

     

    - Whether I was able to do in place or not, I was going to clone my HD to another one and install CRM 2011 on that one to test it all out first.  If I can't do an in place upgrade and just clone my drive right now, do I need to then uninstall CRM 4.0 and do a fresh install of 2011 and then migrate my data over?

    - I have a LOT of customizations on my CRM 4.0 which hopefully will stay.  Nothing is 3rd party or anything like that, it's just every form is completely customized, I have tons of custom attributes, with maybe 3 or 4 workflows and on the accounts page a little javascript that just makes a couple attributes change colour so nothing major.

    - I'm trying to find instructions on if I do a clean install of CRM 2011 how I move all my data over from my current CRM 4.0.  I'm on the microsoft upgrade site but it's very basic so not sure if there's somewhere better?  Thanks!

     

    Just a quick edit, I'm on this page here http://technet.microsoft.com/en-us/library/gg554767.aspx and the second set of instructions at the bottom seems to sound right.  If I read correctly, would this be the best option for me:

    1) Clone my drive to another one

    2) Boot off the cloned drive and upgrade to SQL Server 64 bit 2008

    3) Run SQL Management Studio and back up the CRM databases (then I'm guessing customizations etc?)

    4) Completely uninstall CRM 4.0 from the system

    5) Install CRM 2011 fresh and choose upgrade from existing deployment and select the SQL server instance

    Does that sound right or am I missing something?  It sounds like they want you to have a second server and install CRM 2011 fresh on that but I'm not going to do that nor am I buying another copy of SBS 2008 just to do that.  Thanks!


    Thursday, April 21, 2011 6:38 PM

Answers

All replies

  • We have done this quite a bit, here are some answers:

     

    1. If you clone the HD >> it will still be the same OS with 32 bits so it is not going to work

     

    2. Regarding testing out the 4.0 customization >> review this article for more info:

    http://mscrmonline.wordpress.com/2011/03/31/how-to-migrate-ms-crm-online-4-0-customization-to-ms-crm-2011-online/

     

    3. I would redeploy CRM 4.0 to a 64 bit enviornment that supports CRM 2011, then upgrade.  Here is a link to moving CRM 4.0 to another environment:

    http://support.microsoft.com/kb/952934

     

     


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Thursday, April 21, 2011 6:46 PM
    Moderator
  • Sorry just to clarify, my OS is 64 bit, it's SBS Server 2008 64 bit, is that what it meant?  I thought it meant the version of CRM I have has to be 64 bit or something?  I think SQL Server is 32 bit but I have to check.  Just checked server quick, it's 100% 64 bit so does that mean I'm okay then?  Not sure how to check SQL Server version, I went to help and about but it doesn't say.
    Thursday, April 21, 2011 7:06 PM
  • That is good news.  Your SBS Server 2008 64 should support both CRM 4 and CRM 2011.   I would check out the CRM 2011 implentation guide on the upgrade details.  Since this is the main production computer, I would highly recommend take a full backup/image in case anything goes wrong with the CRM 2011 In place upgrade. 

     

    CRM 2011 Implentation guide: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=9886AB96-3571-420F-83AD-246899482FB4


    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Thursday, April 21, 2011 7:59 PM
    Moderator
  • Awesome thanks, I was checking this guide I just wasn't sure if it meant by 64 bit CRM that I could have a 64 bit OS but be running the 32 bit version of CRM or the 64 bit, the same way you can run Office 32 bit or Office 64 bit or what not.  So that's definitely good news.

    What I usually do is clone the drive then remove it from the system and boot off the cloned drive to test it out and get things wokring.  If it works well right away then after a day or so of testing can just flip it to production.  Thinking I'll clone it to a vmware image though and run it for awhile like that as a test while leaving 4.0 in production then when ready will still clone the drive and install 2011 on the cloned drive.

    Thursday, April 21, 2011 8:45 PM
  • Cloning the HD would be a good approach for this since SBS is all running on 1 box.  Easy to swap it back if anything goes wrong.
    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Thursday, April 21, 2011 9:25 PM
    Moderator
  • I'm just reading online though and I see people talking about installing on a server that had SBS 2008 64 bit but that their CRM 4.0 version was 32 bit and SQL Server was 32 bit.  So I'm just confused.  Does CRM 4.0 come in a 32 and 64 bit version?  Or does it really just depend on the OS?  How would I check what version mine is if that's the case as I don't see any mention of the architecture that I run?
    Thursday, April 21, 2011 10:40 PM
  • CRM 4.0 Server is based on the OS bit so if it is SBS 2008 64 bit - and CRM 4.0 Server is installed on it, then it has to be 64 bit.  There are scenarios where folks installed CRM 4.0 Server on another separate Windows Server that is 32 bit joined to the SBS 2008 domain.
    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Thursday, April 21, 2011 11:30 PM
    Moderator
  • So far so good.  I cloned the drive today and then on the clone ran the installer for 2011 just to see how far I would get.  All the first steps like .Net framework installed no problem (took forever though).  Then on the next checks the only thing that failed was it said I needed SQL 2008 SP1.  Didn't realize I didn't have SP1 installed so got that.  The great thing was it said it detected CRM 4.0 and asked if I wanted to upgrade it, so looks like I'm good to go.  Just finished installing SP1, will have to attempt to do the install of 2011 next week when I'm back in the office.

    Saturday, April 23, 2011 2:57 AM
  • Hi Lee, I hope your 2011 install went well. I would be interested to know how your CRM 4 customizations import went. I am planning a fresh install of 2011 on premises next month. We too have a current CRM 4 installation with several months of development, such as new custom entities, new attributes, relationships, sitemap changes and form design including onload/onsave/onchange coding. Nothing too complex. We are not importing our current organisation, did that a trashed the live SQL database system (long story).

    Current system SQL Server 2005 Server, Server 2003 OS with a separate Server 2003 OS application server.

    Proposed hardware will be two separate Windows Server 2008 R2 OS, one application server and one using SQL 2008.

    Many Thanks

     

    Friday, May 27, 2011 1:21 PM
  • Hey Steve,

    I'm not an expert with this but the upgrade was very easy.  It detected 4.0 asked if I wanted to upgrade etc.  This was awhile ago now but from what I remember, all I had to do was import organization into the Deployment Wizard after, and it takes awhile but upgrades the 4.0 database.  Everything just works after that, you don't have to import customizations or anything.  Pretty much everything worked the same for me, the only thing that didn't was I had some javascript to make certain attributes a different colour, they didn't keep for some reason but other than that was very easy.

    Friday, May 27, 2011 11:08 PM