Nitin Dhawan CRM Discussion

A CRM Monster [MCDP, MCDS, MCTS, MCSD]

Migration and Upgrade CRM 3.0 to 4.0

Posted by Nitin Dhawan on June 14, 2009


Keep following things in your mind if you are upgrading from MS CRM 3.0 to CRM 4.0

Perquisites

  • SQL Server 2005 with SP 2 should be up and running.
  • Back Up of Metabase Database (OrgName_METABASE Database)
  • Back Up of MSCRM Database (OrgName_MSCRM Database)

Restore Production Database

.Bak files

  • Create new Databases (one for MSCRM and another one for Metabase) on the given server
  • Note: – Name of the databases should be same as it is in previous instance for e.g. MSTVCRM_METABASE, MSTVCRM_MSCRM.
  • Restore the databases with the backup database accordingly.

.sls files (Sql Light Speed)

  • Install SLS tool from products web(third party tool) as per installed OS (32bit or 64bit)
  • Run – xp_sqlitespeed_version  – to know SQL Light Speed version.
  • Note – Version mismatch will not restore the DB properly
  • Restore the METABASE and MSCRM Database using SQL Light Speed tool.

Run CRM 3.0 Redeployment Wizard and Take back up.

  • Install the CRM 3.0 Redeployment tool if it not installed on the machine from products web.
  • Before running the redeployment wizard set one of the users setupuser value should be 1 in     systemuser entity. If not, update the value of setupuser to 1 for one of the record in systemuser entity.

SELECT * FROM Systemuserbase WHERE Setupuser = 1
Note – If the above query returns any records then no need to run the below query. Run update statement  only  if the above select query returns Zero records.
UPDATE Systemuser
SET Setupuser = 1
WHERE domainname = ‘domain\alias’   —– Provide the valid user alias whom you want to set setupuser = 1

  •  After this run Redeployment Wizard of Microsoft Dynamic CRM 3.0.
  • Provide the SQL Server name and Select MSCRM Database and click next
  • Provide the appropriate Organization name (Usually taken from Prod DB back up file name after removing MSCRM DB name) and Click next
  • User Mapping section will be displayed with following options[1. Keep the existing user mapping, 2. Manually Map the Users, 3. Automap the user].
  • Select the appropriate user mapping depending upon the instance or project and click next.
  • Note – If you select keep the existing user mapping option then map the install user with one of the user in the list displayed to new user column by double clicking.
  • It starts installing Microsoft CRM server components along with the database transformation will start.
  • Click on Finish button once redeployment is over
  • Take the Data base back after CRM 3.0 Redeployment and rename the file accordingly.

Install CRM 3.0

  • Launch CRM 3.0 Installer ( executable file serversplash.exe) from Products Web (Archive).
  • Provide the Valid License Key and click Add (before that query  – Select * from License).
  • Accept the Terms and Conditions and Click Next.
  • Installer will install all the required components (MSXML 4.0 Hot fix) and Click Next
  • Provide the Valid Organization Name and Click Next
  • Click Next on Help CRM us to improve the customer experience window
  • Select the Website (There are 2 options Select any one of them) [1. Select the Default website, 2. Create new Website with Port Number 5555]
  • Select SQL Server Name [1. Select the SQL Server Name, 2. Select the Option to Connect to existing Data base option (it will show both METABASE and MSCRM Database. Click Next.]
  • Reporting Server – Provide the Valid URL to connect to Report Server (Before running this step make sure that Report server working by browsing the URL you get in this step).
  • Specify the Network Account – Select the default option and Click Next
  • Specify the Exchange Server Setting (Leave it blank and click Next). A warning will popup and click on OK on the warning Message.
  • CRM 3.0 Installation will start after displaying summary of settings selected.
  • Click finish button on successful installation of CRM 3.0
  • Take the back up of CRM 3.0 (both MSCRM and METABASE) after installation.
  • Restart the Server
  • After restarting stop the Microsoft Workflow Manager Service.
  • Browse the MS CRM application and verify the redeployed application.
  • Publish all the customization.
  • For further assistance refer the attached MicrosoftCRMv3Redeployment.pdf file

Upgrade CRM 3.0 to CRM 4.0 on existing DB

Note: – To improve server performance before starting Upgrade processes do the following steps
In registry add under MSCRM DWORD Hexadecimal value
ExtendedTimeout – 90000000
OLEDBTimeout – 1500

  • Go to Run
  • Type regedit
  • Navigate to HKEY_LOCAL_MACHINE | SOFTWARE | MICROSOFT | MSCRM
  • On the File Menu | Click on Edit | NEW | DWORD Value
  • Add first Parameter “ExtendedTimeout”
  • Double click on the parameter to add hexadecimal value and set 90000000 as its hexadecimal value
  • Follow the same steps for adding OLEDBTimeout Parameter.

Steps for up gradation of MSCRM 3.0 to MSCRM 4.0

  • Start the SQL Server Agent.
  • Stop Microsoft Workflow Manager service.
  • To Start the MSCRM 4.0 Server installations run the splash.exe executable file.
  • It will ask for Update Installation file. Click on that it will copy MSCRM set up files to temporary folder.
  • After copying all these files click on Next.
  • Give the License Key and click on Next.
  • Accept the terms and conditions and click on Next.
  • It will ask for the Installation of the required component like MS Visual C++ Runtime. Install this and click on Next
  • Start Up grading Microsoft Dynamic CRM 4.0 from 3.0. Click on Next.
  • Organization name will come automatically.
  • Select the currency as Dollar ($) USA and click next.
  • Before proceeds further check the Report server running or not. It should be in a running condition.
  • Give the Email Router name (Provide the Name of the Server) and click next.
  • Install system required component.
  • To upgrade click on Upgrade button.

Upgrade Fails then follow the below mentioned Steps

  • Uninstall the MSCRM 4.0 instance
  • Delete the MSCRM related databases from the server and restore the MSCRM 3.0 databases once again.
  • Remove the Microsoft Dynamic CRM website from the IIS.
  • Edit the registry for the Local Machine. Delete MSCRM registry under the Microsoft.
  • Redeploy and install the Microsoft Dynamic CRM 3.0 and try to run the Upgrade Process.
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