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    Hi,

    Can some one please explain me about the how to perform a Import of the customizations (custom entities, left hand menu, etc) and then export it to the CRM on other server to maintain both the servers in sink.

    Thanks in advance.
    Tuesday, July 7, 2009 12:40 PM

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    Hi,

    After importing the customization we need to publish the custom entities to avoid the above problem. Got it from google :). Thanks Hassan for the support. Will get back to you for any more help from you.

    Thanks.
    Wednesday, July 8, 2009 11:24 AM

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    To export:

    Settings (Left hand tab) ->
    Customizations (Left hand tab) ->
    Click Export customizations (Right hand screen) ->
    From the more actions menu ->
    Click Export All cusotmizations.


    To Import:

    Settings (Left hand tab) ->
    Customizations (Left hand tab) ->
    Import Customizations (Right hand screen) ->
    Browse to the .zip "customizations file" and click Upload. ->
    From the more actions menu ->
    Click Import All customziations.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, July 7, 2009 12:53 PM
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    Hassan,

    Is there any quick way of transfering the data as well?

    Thanks
    Tuesday, July 7, 2009 1:00 PM
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    I presume you mean transfering all records from one server to the other. (accounts, contacts, opportunity, emails etc...)

    If yes then No. There isn't a quick way of doing that. 

    1- Use a third party tool like Scribe to setup a bridge between the two servers.
    2- Take a backup on one server. Import the database as an organization on the second server. You will need to do this everytime you need to sync the two servers.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Tuesday, July 7, 2009 1:10 PM
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    Hi,

    I have imported the customizations to my dev server from live system. The predefined entities are working fine but when I click on the custom entities which I have created on the live system they I am getting the error.

    And also I have uploaded few images on the live system for my custome entities. Should they be uplaoded manually on dev (other) server also?

    Thanks
    Wednesday, July 8, 2009 10:26 AM
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    What is the error message that you are getting?

    Yes icon images will be uploaded with the customizations file.
    Images are in the <CRM Folder>\_imgs. You could also copy across the images to the dev server and set the path if required.

    Hassan.
    Hassan Hussain | http://hassanhussain.wordpress.com/
    Wednesday, July 8, 2009 10:36 AM
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    I am getting the generic error. As

    Error
    An error has occured.
    Try this action again.....
    Wednesday, July 8, 2009 10:56 AM
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    Do you have the latest rollups applied on both servers? Applying the rollup might fix the issue.

    Can you please copy the details of the error from the event viewer?


    thanks,
    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Wednesday, July 8, 2009 11:04 AM
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    Log Name:      Application
    Source:        ASP.NET 2.0.50727.0
    Date:          08/07/2009 12:10:13
    Event ID:      1309
    Task Category: Web Event
    Level:         Warning
    Keywords:      Classic
    User:          N/A
    Computer:      0CRM32DEV01.internal.dev.co.uk
    Description:
    Event code: 3005
    Event message: An unhandled exception has occurred.
    Event time: 08/07/2009 12:10:13
    Event time (UTC): 08/07/2009 11:10:13
    Event ID: 442cd7e92b3e418f9021504af7649f6c
    Event sequence: 111
    Event occurrence: 14
    Event detail code: 0
     
    Application information:
        Application domain: /LM/W3SVC/1/ROOT-2-128915239284684559
        Trust level: Full
        Application Virtual Path: /
        Application Path: C:\inetpub\wwwroot\
        Machine name: 0CRM32DEV01
     
    Process information:
        Process ID: 1048
        Process name: w3wp.exe
        Account name: dev-INT\DevCRMSvc
     
    Exception information:
        Exception type: FormatException
        Exception message: Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).
     
    Request information:
        Request URL: https://devinternational.staging.devcrm.com:443/_root/homepage.aspx?etc=10003
        Request path: /_root/homepage.aspx
        User host address: 192.168.33.39
        User: {89c07160-a34a-de11-ba4f-000e7f7d6356}
        Is authenticated: True
        Authentication Type: CrmPostAuthentication
        Thread account name: dev-INT\DevCRMSvc
     
    Thread information:
        Thread ID: 10
        Thread account name: dev-INT\DevCRMSvc
        Is impersonating: False
        Stack trace:    at System.Guid..ctor(String g)
       at Microsoft.Crm.Application.Controls.AppGrid.set_ViewId(String value)
       at Microsoft.Crm.Web.EntityHomePage.ConfigurePage()
       at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)
       at System.Web.UI.Control.PreRenderRecursiveInternal()
       at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
     
     
    Custom event details:

    Event Xml:
    <Event xmlns="http://schemas.microsoft.com/win/2004/08/events/event">
      <System>
        <Provider Name="ASP.NET 2.0.50727.0" />
        <EventID Qualifiers="32768">1309</EventID>
        <Level>3</Level>
        <Task>3</Task>
        <Keywords>0x80000000000000</Keywords>
        <TimeCreated SystemTime="2009-07-08T11:10:13.000Z" />
        <EventRecordID>3125</EventRecordID>
        <Channel>Application</Channel>
        <Computer>0CRM32DEV01.internal.dev.co.uk</Computer>
        <Security />
      </System>
      <EventData>
        <Data>3005</Data>
        <Data>An unhandled exception has occurred.</Data>
        <Data>08/07/2009 12:10:13</Data>
        <Data>08/07/2009 11:10:13</Data>
        <Data>442cd7e92b3e418f9021504af7649f6c</Data>
        <Data>111</Data>
        <Data>14</Data>
        <Data>0</Data>
        <Data>/LM/W3SVC/1/ROOT-2-128915239284684559</Data>
        <Data>Full</Data>
        <Data>/</Data>
        <Data>C:\inetpub\wwwroot\</Data>
        <Data>0CRM32DEV01</Data>
        <Data>
        </Data>
        <Data>1048</Data>
        <Data>w3wp.exe</Data>
        <Data>dev-INT\DevCRMSvc</Data>
        <Data>FormatException</Data>
        <Data>Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).</Data>
        <Data>https://devinternational.staging.devcrm.com:443/_root/homepage.aspx?etc=10003</Data>
        <Data>/_root/homepage.aspx</Data>
        <Data>192.168.33.39</Data>
        <Data>{89c07160-a34a-de11-ba4f-000e7f7d6356}</Data>
        <Data>True</Data>
        <Data>CrmPostAuthentication</Data>
        <Data>dev-INT\DevCRMSvc</Data>
        <Data>10</Data>
        <Data>dev-INT\DevCRMSvc</Data>
        <Data>False</Data>
        <Data>   at System.Guid..ctor(String g)
       at Microsoft.Crm.Application.Controls.AppGrid.set_ViewId(String value)
       at Microsoft.Crm.Web.EntityHomePage.ConfigurePage()
       at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)
       at System.Web.UI.Control.PreRenderRecursiveInternal()
       at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
    </Data>
      </EventData>
    </Event>

    Wednesday, July 8, 2009 11:12 AM
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    Hi,

    After importing the customization we need to publish the custom entities to avoid the above problem. Got it from google :). Thanks Hassan for the support. Will get back to you for any more help from you.

    Thanks.
    Wednesday, July 8, 2009 11:24 AM
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    Done a little tool for exporting and importing customizations from CRM servers, you can pin point what you want to export. It's a console application so it can be used in automated scripts on a CruiseControl server.

    You can find it here,

    Hope that it was what you where looking for.

    Best regards,
    Daniel
    Friday, October 16, 2009 12:28 PM