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import customizations RRS feed

  • Question

  •  

    Hi,

    I now have installed the CRM4 on another server.

    It does not have any data nor customization in it.

    (Formerly the installation was v4 as well).

    We moved from "Enterprise" to "Workgroup" with less users.

    The size of the xml file of customization is 6994 KB.

    It contains all the customizations including privileges of  formerly 8 users.

     

     

    When I try to upload the customization xml or zip files, it  fails

    during  the upload and the message is

    that the CRM had no possibility to upload the file or the file was not a

    suitable

    file of customizations.

     

    I Installed the Turbo Diagnostic tool on the server:

    http://blogs.msdn.com/benlec/archive/2008/03/04/crmdiagtool4-for-microsoft-crm-4-0-has-been-released.aspx

     

     how to use it?

     

    I suspect that the CRM does not handle the fact that the customization file

    contained information regarding 8 privileges: Now there is a limit of 5 users,

    and we currenly open only 2 out of the five.

    Another problem is that the xml file may contain errors - how do I find

    these errors?

     

    I tried to use the indentation of tags in  the xml file in order to split it

    to entities

    so I can have several xml files for each entity, make an import per entity

    untill

    I find the entity(s) with the problem - However, this is not simple at all

    because the

    xml file is long and complicated and  the entities names are one in another.

     

     

     

    Maybe it is not a good idea to make one file for all the customizations -

    better

    to have about 20 files, smaller and simpler files , for each entity.

     

     

    I tried ASP.NET VWD->xml-create schema: it is more clear to read but still

    does not help very much, not even for deleting the privileges.

     

    If any of you ran across this  problem, please advise.

    I have a long doc file with the history of customizations, I don't want to

    redo all the customizations, it is a lot of work.

     

     

    Wednesday, July 2, 2008 1:51 PM

Answers

  • Try to import the customiziations like the binary search.  E.g. Import 1/2 the number of the entities until you find out which one (or more) contains the problem.

     

    I had trouble importing a CRM 4.0 customization file which was exported from another CRM 4.0 server.  There is an issue with importing CRM 4.0 customization file if the file is exported from a CRM 4.0 instance upgraded from CRM 3.0. 

     

    The custom relationships were not correctly converted during upgrades.  The name of the relationship must start with the prefix (e.g. "new_") but during upgrade from 3.0 to 4.0, the prefix has not been added to the upgrade 4.0 system.  I had to manually add the prefix to the custom relationship to make it work.

    Wednesday, July 2, 2008 4:54 PM

All replies

  •  

    Hi,

    I now have installed the CRM4 on another server.

    It does not have any data nor customization in it.

    (Formerly the installation was v4 as well).

    We moved from "Enterprise" to "Workgroup" with less users.

    The size of the xml file of customization is 6994 KB.

    It contains all the customizations including privileges of  formerly 8 users.

     

     

    When I try to upload the customization xml or zip files, it  fails

    during  the upload and the message is

    that the CRM had no possibility to upload the file or the file was not a

    suitable

    file of customizations.

     

    I Installed the Turbo Diagnostic tool on the server:

    http://blogs.msdn.com/benlec/archive/2008/03/04/crmdiagtool4-for-microsoft-crm-4-0-has-been-released.aspx

     

     how to use it?

     

    I suspect that the CRM does not handle the fact that the customization file

    contained information regarding 8 privileges: Now there is a limit of 5 users,

    and we currenly open only 2 out of the five.

    Another problem is that the xml file may contain errors - how do I find

    these errors?

     

    I tried to use the indentation of tags in  the xml file in order to split it

    to entities

    so I can have several xml files for each entity, make an import per entity

    untill

    I find the entity(s) with the problem - However, this is not simple at all

    because the

    xml file is long and complicated and  the entities names are one in another.

     

     

     

    Maybe it is not a good idea to make one file for all the customizations -

    better

    to have about 20 files, smaller and simpler files , for each entity.

     

     

    I tried ASP.NET VWD->xml-create schema: it is more clear to read but still

    does not help very much, not even for deleting the privileges.

     

    If any of you ran across this  problem, please advise.

    I have a long doc file with the history of customizations, I don't want to

    redo all the customizations, it is a lot of work.

     

     

    Wednesday, July 2, 2008 1:51 PM
  • there may be something in Enterprise that is not present in Workgroup. You mentioned that you modified the xml to indent to separate the entities.  Did you try importing it before you modified it?

     

    I would attempt to import just the entities without the isv, security roles, sitemap, or workflows. If that works, then import the ISV config, then import the workflows.

     

    You can import the customizations just for a select number of entities at a time.  just keep in mind that if you have a relationship between two custom entities, that relationship will not be imported unless you import both entities at the same time.

     

    Wednesday, July 2, 2008 2:03 PM
    Moderator
  • Try to import the customiziations like the binary search.  E.g. Import 1/2 the number of the entities until you find out which one (or more) contains the problem.

     

    I had trouble importing a CRM 4.0 customization file which was exported from another CRM 4.0 server.  There is an issue with importing CRM 4.0 customization file if the file is exported from a CRM 4.0 instance upgraded from CRM 3.0. 

     

    The custom relationships were not correctly converted during upgrades.  The name of the relationship must start with the prefix (e.g. "new_") but during upgrade from 3.0 to 4.0, the prefix has not been added to the upgrade 4.0 system.  I had to manually add the prefix to the custom relationship to make it work.

    Wednesday, July 2, 2008 4:54 PM
  • I believe that you posted this multiple times.  please delet your extra posts.
    Thursday, July 3, 2008 1:06 AM
    Moderator