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Migrating CRM 4 database from SQL 2005 to SQL 2008 RRS feed

  • Question

  • All,

    We will be desiring to move our SQL database from a SQL 2005 machine to a SQL 2008 machine, possibly 2008 R2 (a different server).  I have found a Microsoft KB article, 952934, which references the actual database move, but I was curious how we will direct all of our CRM customizations and code which reference the old database server to the new one?  Is there a tool which will accomplish this task for us or will this need to be a manual process?


    Thanks, God bless! Michael C. Using CRM 4.0, Rollup 7
    Tuesday, November 16, 2010 4:49 PM

All replies

  • CRM Customizations done through CRM interface move with database, any plugins deployed to database instead of file location also move with database.

    If there are any IFrames, asp.net pages or any other .net development in customization than those needs to be manually moved.


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, November 17, 2010 1:19 AM
    Moderator
  • Will CRM need to be 're-deployed' in order for the customizations to recognize the new database location?
    Thanks, God bless! Michael C. Using CRM 4.0, Rollup 7
    Wednesday, November 17, 2010 3:55 PM
  • Yes, as this article explains the steps; http://support.microsoft.com/kb/952934

    You want to move the Microsoft Dynamics CRM databases to another Microsoft SQL Server in the same domain. Additionally, you want to leave the Microsoft Dynamics CRM Server on the existing server.

    This will move the customizations also.

     


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, November 17, 2010 11:54 PM
    Moderator
  • uMar,

    Now that I have been familiarized with a bit more of our migration plan, I am not sure the KB article addresses all of my questions.  We are also desiring to move our CRM installation to a Server 2008 box.  We wonder how we can accomplish the following scenario:

    • We move the database to the SQL 2008 server
    • We install/deploy CRM on the Server 2008 machine
    • We verify that all of the customizations are working correctly and address any other functionality issues

    Question - can we keep our current CRM installation standing up as we test the new installation so users can still enter data etc.?

    • If we can keep these running concurrently, when testing is completed, we would like to import any new data into the 2008 database

    Question - How can we accomplish this?

     

     


    Thanks, God bless! Michael C. Using CRM 4.0, Rollup 7
    Thursday, November 18, 2010 10:52 PM
  • 1.       Backup the CRM database.

    2.       Restore it on the new SQL Server.

    3.       Install CRM on new server with detail of existing new SQL CRM Database.

    4.       CRM will be installed and functional. (At this stage, you will have 2 CRM Environments)

    5.       Do any customisation changes required if any.

    If you want to move data from old CRM system to new CRM system than restoring the database will be much simple than importing/updating data from any data importing tool (offcourse depends upon the amount of data changed.) Following steps are to reimport the old database to new database.

    6.       Once comfortable, disconnect the first CRM Env. and take the backup of CRM database.

    7.       Detach the CRM database of new CRM in SQL Server.

    8.       Restore the CRM database which was backed up in step 6.

    9.       Do Import Organisation.

    10.   Do any customisation changes required if any. (which were done in step 5)

    11.   New CRM is ready.


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Friday, November 19, 2010 12:36 AM
    Moderator
  • When we have our new CRM environment stood up, and we make any customization changes, can we perform the following steps?

    1) When the customizations are updated and fully functional, export them

    2) Create a backup of the current data, from the 'old' implementation

    3) Restore this backup over the 'new' implementations' database

    4) Import the customizations exported in step 1

    The main question we want to ask is, will we have to modify our customizations twice: 1st - when we create the new CRM implementation and 2nd - when we import the new data to get our CRM system up to date?


    Thanks, God bless! Michael C. Using CRM 4.0, Rollup 7
    Monday, November 29, 2010 3:40 PM
  • I assume from your last question, your wanting to have a live and a test environment? with the same updated customisations on both?
    Thursday, January 6, 2011 1:32 AM
  • Well, we're wanting to move the live environment to SQL and Server 2008.  We think we'll need 2 parallel systems because during the time we are adjusting the customizations for the new environment, the older live environment will still be receiving data.
    Thanks, God bless! Michael C. Using CRM 4.0, Rollup 7
    Thursday, January 6, 2011 2:12 PM
  • the process you described above will work for keeping the customizations on both systems the same, however the data on the new system (assuming the older one is still recieving data?) will soon be out of date.

    just a quick note with importing and exporting customizations in regards to the 2 systems you have.

    Export customizations out of both systems. (so you have a pre backup of the customizations)

    Obviously take the exported customizations from your Main Org and import onto the newer CRM Org as you described.

    remember to publish the customisations after you have sucessfully imported them

    then as a last step, and sanity check, its always good to export the customisations out of new CRM Org to confirm there is no issues.

     

    so any customizations you do to one system will need to be replicated onto the other system using the above method.

    if you need to 'refresh' the data from one system to the other, then you wouldnt have to follow the above method. as Umar has explained it in the post above you would do a SQL Backup / restore and would need to reimport the CRM Org on the new server

    Thursday, January 6, 2011 8:51 PM