•_If we needed to recover the CRM environment back to a point in time, is it just a case of restoring the organisation DB or do we need any other backups, e.g. on the CRM servers or via 3rd party tools? RRS feed

  • Question

  • Can we restore the CRM config DB from backup?

    How do we perform item level recovery in CRM, e.g. recovery of a deleted record or wrongly updated record? Is there anything available out of the box or are 3rd party tools required?

    Are VM snapshots supported for recovery of a CRM server? If we had an issue with one of the CRM servers, could we recover it from last night's snapshot?

    The only backups that will running in the live environments are file system and SQL backups on the SQL server and VM snapshots of the CRM servers. Is that enough to cater for all recovery scenarios?



    Tuesday, November 5, 2013 8:52 AM

All replies

  • If you have extended your CRM always deploying objects to the database (like plugins) and don't have any special objects like legacy ISV pages, than all that you need to do is restore the MSCRM_instancename and use the organisation manager to import the organisation into  the crm server.

    Deletion is not recoverable. you should control who  has power to delete using roles.  if anyone without the role  need to delete the record you can recommend  them to deactivate rather than delete

    You can snapshot or clone you VMs without any problem.

    yes that should be enough.

    I Hope I could help. If I have answered please mark as 'Answer'. If was just helpful, please vote. Thanks and happy coding! Bruno Lucas, http://dynamicday.wordpress.com/

    Tuesday, November 5, 2013 10:01 AM
  • To help with identify deleted data, you could enable auditing on the relevant entities. The audit log will contain a record of the data as it was at time of deletion, though there is no tool to automatically restore the data; you'd have to recreate it. In general I'd agree with the previous poster; you are best off not granting users permissions to delete records. The one exception is that a member of the System Administrator will necessarily have rights to delete records

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, November 5, 2013 10:07 AM