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The following procedures describe my approach toward a minimal error prone migration of Microsoft Dynamics CRM 4.0 to MS CRM 2011.

1. I start by installing CRM 2011 with a dummy organisation, yes, I don't import the CRM 4.0 organisation, because I want to make sure CRM 2011 is installed and deployed with out any problems. More over it gives the flexibility to map user, if it is from a different domain.
(1,5 Hour)

2. I install all the latest updates and roll-up for the CRM 2011, verify if everything is alright. (0,5 Hour)

3. I install the latest update and roll-up on CRM 4.0 machine, that is only if my client is agrees. Of course, I make a snapshot or a backup before doing this, just in case any new roll-up might break the existing system. This is the productive environment and I don't want to mess any thing. (2 Hours)

3. I backup and transfer the CRM 4.0 database - Org_CRM along with the SQL Report Server database - ReportServer to the new SQL Server. I do not back up and restore the MS_Config file, it already exists from CRM 2011 installation. If it's taking any longer and no one is working on the live system, I use the detach and re-attach database method.  (1 Hours)

4. Export the SRSS Encryption Key from SQL Server for CRM 4.0 Reports and import them to the CRM 2011 SQL Report Server. I verify it from the Keys table in ReportServer database. (0,5 Hour)

5. I start the deployment manager and do the import for the CRM 4.0 database. If I have to, I re-map the users. If it succeeds without any errors, I won't believe myself; else, I will start to look for error details in %AppData%\Microsoft\MSCRM\Logs and fix them with my best friend Google. Delete the dummy organisation that I created in step 1. (2,5 Hours)

Estimates are basic fixtures for your idea that later could be used for billing purposes depending on the unexpected errors that appear.

Cheers, Shaurya

Posted on Tuesday, January 17, 2012 2:27 PM | Back to top

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