Improved Process for Redploying Microsoft Dynamics CRM 4.0!
 

If you have ever had to redeploy Microsoft Dynamics CRM to another environment, you know that it can be a cumbersome process.  While Microsoft definitely improved the process from the 1.x days, you still have a lot of steps you need to accomplish to make this happen with 3.0:

  • 1. Back up the MSCRM and METABASE Databases from the original source environment
  • 2. Restore them to the destination environment
  • 3. Install and run the redeployment wizard against the databases
  • 4. Install CRM 3.0, any necessary updates (Rollup 2, etc)
  • 5. Move reports to destination environment
  • a. Customizations, workflows should all be contained in the MSCRM database - but it's good practice to export those from the source environment as well.

Now, if you are trying to refresh an existing CRM 3.0 Development environment with data from your Production CRM, you would have to first uninstall CRM - then go through the steps addressed above.  This is very time-consuming, and many clients have complained about this process.

Well, Microsoft has listened to your complaints.  With CRM 4.0, the process has become much easier.  You no longer have to uninstall CRM - that is huge!  All you have to do:

  • 1. Back up the MSCRM database from the original source environment (There is no more METABASE database with 4.0 - and you don't need to move the MSCRM_CONFIG database from one environment to another
  • 2. Restore them to the destination environment
  • 3. Open Deployment Manager, choose "Organizations"
  • 4. Choose "Import Organization"
    Import Org
  • 5. Choose your database server - from there you should see any 4.0 MSCRM database that is not currently associated to this installation. Choose the database you restored in step two
  • 6. The import process will run though steps very similar to the 3.0 Redeploy - where you specify your org name and report server, and map users to CRM
    Specify Org
    Specify org name
    Specify Repot Server
    Specify Report Server URL
    Map Users
    Select method for mapping users (Select same method you used for CRM 3.0 redeploy process)

That's it - you've just "redeployed" your organization.   I know, "seems like more steps".   But that is because I glossed over the 3.0 process for you.  If you are not familiar with the CRM 3.0 process, you can read the guide found on the CRM 3.0 Server media.  The point is, you no longer have to go through the long tedious process of uninstalling and reinstalling the application any time you want to refresh your Production CRM data to Dev.

If you are using CRM 4.0 Enterprise, you can import virtually as many orgs as you want - so you could in theory have your Dev, Test, stage environments on one physical CRM installation.  If you have CRM 4.0 Professional, you can only have one active organization.  During the process, you will be prompted to disable your current organization, in order to import this new one. 

Kudos to Microsoft on improving this process!


Posted 03-05-2008 12:51 PM by Tedh

Comments

castorsoft wrote re: Improved Process for Redploying Microsoft Dynamics CRM 4.0!
on 04-10-2008 3:29 AM
Mark wrote re: Improved Process for Redploying Microsoft Dynamics CRM 4.0!
on 05-20-2008 10:43 PM

Why is it that we need to reinstall 3.0.  Can't we do a reg hack or  something?

Simon wrote re: Improved Process for Redploying Microsoft Dynamics CRM 4.0!
on 06-06-2008 7:47 AM

But where is any of this documented in the documentation provided with the system? I have looked for some time and can't find anything official about redeployment.

Michael Mayo wrote re: Improved Process for Redploying Microsoft Dynamics CRM 4.0!
on 11-02-2008 6:19 PM

Hello, Simon you are correct, the implementation guide does not have any info regarding re-deployment in CRM. It is in the MOC (Microsoft Official Curriculum), and in several other online resources including the SDK, MSDN, the Dynamics Team Blog, the Newsgroups, and on various blog sites.

Microsoft should have included the few steps necessary for re-deployment in the IG, but I must say that even in the MOC there is only high level overview of re-deployment, because the process is really quite simple.

Thanks,

Michael Mayo

Lead Trainer/Consultant, Unitek IT Training

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on 12-28-2008 12:17 PM

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Matt wrote re: Improved Process for Redploying Microsoft Dynamics CRM 4.0!
on 01-08-2009 9:00 AM

Simon-

Here is the KB article

support.microsoft.com/.../KB952934

Scroll down to "Redeploy the Microsoft Dynamics CRM deployment that includes the Microsoft Dynamics CRM Server within the same domain or to another domain."

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