Best Practice Backup and Restore CRM 2011 RRS feed

  • Question

  • Hello Forum

    I'd like to know how and what in detail you backup for CRM 2011 on premise. I know the instructions from MS.

    - databases (config, org)
    - CRM-files
    - IIS-files
    - ...

    Another question is the restoring things. How to restore single records with that backup? Is that possible?

    Thanks for your hints!

    Kind regards

    Thursday, July 19, 2012 7:17 AM

All replies

  • Using SQL Server database back ups you aren't able to recover a single deleted record. If you have auditing enabled you can see the contents of deleted records and manually recreate them of use a tool like this one this to automate the process.

    In most instances I've seen, the actual CRM server itself is backed up as a whole rather than worrying about individual files - with disk spacing being cheaper than ever this is usually a good option. Backing up both the CRM config and organizations databases is spot on. 

    Jason Lattimer

    Thursday, July 19, 2012 1:16 PM
  • Hello Jason

    Thanks, but if you have several users and auditing not enabled. You cannot restore the whole database... ;-)

    Thursday, July 19, 2012 1:55 PM
  • That is correct, restoring the whole database is almost never a good option.

    Another alternative is you don't want to enable auditing would be to simply limit the delete privileges on the most common security roles. That would at least save you from losing record entirely but wouldn't help you in case of updates that change information you needed to keep. 

    CRM and SQL Server just aren't designed for record level recovery. Enabling auditing is really your best option I think if you are concerned with record level changes. 

    Wiki article on Auditing.

    Jason Lattimer

    Thursday, July 19, 2012 2:03 PM
  • I know these steps, but I just want to ask what you can do if you have that problem! ;-)
    Thursday, July 19, 2012 2:49 PM
  • any best practices?
    Friday, July 27, 2012 8:47 AM
  • You might also look at the Microsoft Dynamics CRM 2011 Implementation Guide to see what Microsoft recommends on the subject of backup & restore.

    Jason Lattimer

    Tuesday, August 7, 2012 12:03 AM
  • Thanks Jason, but I'd like some tips how other partners doing this in the projects. Any ideas?
    Wednesday, August 8, 2012 12:44 PM
  • Hi 

    Please refer this link Backup and restore 


    Thanks & Regards

    Dhamodharan R 

    Thanks & Regards Dhamodharan R

    Monday, August 13, 2012 11:33 AM