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INTRODUCTION
This article describes how to move Microsoft Dynamics 3.0 CRM SQL databases
from one server to a different server that is in the same domain.
MORE INFORMATION
Notes
We recommend that you use this procedure to move Microsoft CRM SQL databases
from one server to a different server that is in the same domain. You must not
use this procedure to move data from one server to another server across
domains.
Use this procedure to move data from a named instance of Microsoft SQL Server
to a default instance of SQL Server that is on the same computer.
You do not have to make any changes on the Microsoft CRM laptop or desktop
clients for Microsoft Office Outlook when you want to move Microsoft CRM SQL
databases from one server to a different server that is in the same domain.
Important Make sure that you read and understand this whole article before you
try to complete this procedure.
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Prepare to move the databases
Before you move the databases, make sure that the following preparations are
completed:
All users are logged out of Microsoft CRM.
All Microsoft CRM client for Outlook users have synchronized their offline data
to Microsoft CRM by going online.
You have a current backup of all Microsoft CRM SQL databases.
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Move the databases
After you verify that the preparations are completed, follow these steps to
move the Microsoft CRM SQL databases:
1. Make a backup of the following primary Microsoft CRM SQL
databases:
OrganizationName_METABASE
OrganizationName_MSCRM
To back up these databases, follow these steps:
a. Click Start, point to All Programs, point to Microsoft SQL
Server 2005, and then click SQL Server Management Studio.
b. In SQL Server Management Studio, click a server in the
Server name list, and then click Connect.
c. Expand the Databases folder.
d. Right-click one of the two databases, point to Tasks, and
then click Back Up.
e. From the Backup type list, select Full, and then click Add
in the Destination section.
f. In the Select Backup Destination dialog box, click the
Browse button (...).
g. In the Locate Database Files dialog box, enter a name for
the backup file, and then click OK.
h. Continue to click OK until all dialog boxes are closed. You
will receive a message that states that the backup is completed successfully.
i. Repeat steps a through h for the other database. Do not
delete anything from the original instance of Microsoft SQL Server. If you
leave the files on the original instance of SQL Server, you can use the
original setup as a reference when you perform step 5.
2. Transfer the backup files that you created in step 1 to the
new instance of SQL Server.
3. Create the two databases into which you will restore the
backup files. To do this, follow these steps:
a. Start SQL Server Management Studio.
b. Expand the Databases folder.
c. Right-click Databases. Then click New Database.
d. Enter a name for the database. For example, type
OrganizationName_MSCRM.
e. Click OK.
Important Make sure that you use the same naming syntax that was used on the
original instance of Microsoft SQL Server.
f. Repeat steps c through e to create the
OrganizationName_METABASE database. Again, make sure that you use the same
naming syntax that was used on the original instance of Microsoft SQL Server.
4. Restore the backup files. To do this, follow these steps:
a. Start SQL Server Management Studio.
b. Expand the Databases folder.
c. Right-click the OrganizationName_MSCRM database, point to
Tasks, point to Restore, and then click Database.
d. In the Source for restore area, select the From device
option, and then click the Browse button (...).
e. In the Specify Backup dialog box, click Add.
f. In the Locate Backup File dialog box, click the location of
the backup file for the OrganizationName_MSCRM database, and then click OK.
g. In the Specify Backup dialog box, click OK.
h. In the Restore Database dialog box, click Restore Source,
click Options, and then click to select the Overwrite check box to overwrite
the existing database.
i. In the Restore Database File As area, examine the paths for
the two physical database files. Make sure that these paths point to valid
locations. If the paths do not point to valid locations, modify the paths
appropriately.
j. In the Restore Database dialog box, click OK to start the
restore process.
Note Depending on the size of the database, this process may take a long time.
When the process is complete, you will receive a message that states that the
restore operation completed successfully.
k. Repeat steps c through j for the OrganizationName_METABASE
database.
5. Set up the security groups by mapping to the Microsoft
Windows NT security groups. To do this, follow these steps.
Note As you follow these steps, use the security folder that is on the original
instance of SQL Server as a reference.
a. Start SQL Server Management Studio. Then expand the
Security folder.
b. Right-click Logins. Then click New Login.
c. In the Login dialog box, click General on the left pane,
and then click Search.
d. In the Select User or Group dialog box, click Object Types,
make sure that the Groups check box is selected, and then click OK.
e. Click Locations, click the folder to select all the folder
contents, and then click OK.
f. In the Enter the object name to select field, type SQL, and
then click Check Names.
g. Select the SQLAccessGroup {GUID} record. Then click OK.
h. In the Login dialog box, click the Windows authentication
option, leave all the other default options at their current settings, and then
click OK to close all the dialog boxes.
6. Modify the Microsoft CRM System DSN ODBC Data Source on the
Microsoft CRM server to point to the new server that is running Microsoft SQL
server. To do this, follow these steps:
a. Click Start, point to Administrative Tools, and then click
Data Sources (ODBC).
b. In the ODBC Data Source Administrator dialog box, click the
System DSN tab, click Microsoft CRM in the System Data Sources list, and then
click Configure.
c. In the first Microsoft SQL Server DSN Configuration window,
locate the Server list that contains the names of computers that are running
SQL Server. Click the server that you want to connect to.
d. Click Next three times to configure the data source.
e. Click Finish.
f. In the ODBC Microsoft SQL Server Setup window, click Test
Data Source to validate the connection to the server.
g. Click OK two times to complete the configuration.
h. Click OK to close the ODBC Data Source Administrator dialog
box.
7. Reconfigure the Microsoft Dynamics CRM server. To do this,
follow these steps:
a. On the Microsoft Dynamics CRM server, click Start, point to
All Programs, point to Microsoft CRM, and then click Deployment Manager.
b. In the left pane, click Server Manager, right-click the
Microsoft Dynamics CRM server, and then click Configure SQL Server.
c. In the Microsoft Dynamics CRM server window, select the new
computer that is running Microsoft SQL Server from the SQL Server list, and
then click Next.
d. In the Microsoft CRM database list, click the appropriate
Microsoft CRM SQL database. If you have multiple Microsoft CRM servers, click
to select the Apply changes to all servers in the deployment check box.
e. Click Finish.
8. Test Microsoft CRM by verifying that you can access the
data. Additionally, test the Microsoft Dynamics CRM clients for Outlook to make
sure that you can use the program.
9. Verify that the SQL Server jobs have been created. To do
this, follow these steps:
a. Start SQL Server Management Studio.
b. Expand SQL Server Agent, and then expand the Jobs folder.
c. Verify that the following jobs are listed in the Jobs
folder:
Organization_Name.Update Contract States
MSCRM Identity Reseeding
MSCRM Index Reindexing
MSCRM Stored Procedures Priming
Start_Incremental on Organization_Name_ftcat_documentindex
d. If the jobs that are listed in step c are not listed in the
Jobs folder, follow the steps in the following Microsoft Knowledge Base
article:
910044 (http://kbalertz.com/Feedback.aspx?kbNumber=910044/) When you move
Microsoft Dynamics CRM databases to a new instance of SQL Server, SQL Server
jobs may not be created
10. Clean up the contents of the original computer that is
running Microsoft SQL Server. To do this, follow these steps:
a. Delete the old Microsoft CRM SQL databases.
b. Delete the following login groups:
SQLAccessGroup
UserGroup
ReportingGroup
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