On this post i am going to cover a scenario in how to redeploy SQL SERVER 2005 and CRM Databases on CRM Dynamics 4.0. For this scenario i am going to use the following CRM Dynamics 4.0 Enterprise deployment :

1X Application and Plataform Role Server named ZEUS

1X CRM Email Router on Exchange Server named ATHENA

1X SQL Server ( Reporting Services ) named REPOR

1X Testing SQL 2005 Enterprise Server – named ZOUN

1X Production SQL 2005 Enterprise Server ( Cluster ) – named ZELDA

The objective is to move the current CRM SQL deployment and databases from the test environment (ZOUN) to the production environment (ZELDA).

1 ) As a first step we are going to login into the Testing SQL 2005 Enterprise Server and perform the following Tasks :

             1.1 ) Firstly we will need to perform a backup of the CRM databases : “Organization”_MSCRM (in where “organization” is the name of your CRM organization name) and MSCRM_Config database.

To perform this tasks open SQL Server Management Studio, expand databases and select each of the databases, and right click over them, point to tasks and click on backup. On the backup window verify if the database name is correct, and select a FULL backup and choose a destination backup point (Strongly recommend a tape device or a different server such as a backup repository server if you dont have a network tape device) and press ok. This will make the needed backups. Examples of screenshots below for this process.

       Screenshot 1 : LINK  ::::: Screenshot 2 : LINK

·         1.2 ) As soon as the backup is done. Logoff from the SQL Test Server 2005.

2 ) As a second step we will be needing to create and restore those backup databases on the new SQL Server 2005 Enterprise – Production.

·         2.1 ) To Perform this action open SQL server management studio, go to databases and right click over it and click on option “restore database”. On this restore window Select on the Source for restore the option “From device” click on the path button and select the tape directory or backup server path from where you have saved the previous backups on point 1.1. This process will restore the backup databases and create them on the new SQL Production Server. Examples of screenshots below for this process.

Screenshot 3 : LINK ::::: Screenshot 4 : LINK

·         2.2 ) As soon as the restore of the databases is done. Logoff from the SQL Production Server 2005.

3 ) Thirdly we will need to configure the CRM redeployment on the CRM Dynamics Application and Plataform Role Server. In order to perform this reconfiguration we will have to do 2 step as follows:

·         3.1 ) Firstly we will need to go to the server registry entries by typing on the run menu Regedit and go to the following Registry section “HKEY_LOCAL_MACHINESOFTWAREMicrosoftMSCRM” and make the following changes in this entries :

configdb :

TEMPLATE : Data Source=”SERVERNAME”;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

OLD ENTRY : Data Source=ZOUN;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

NEW ENTRY : Data Source=ZELDA;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

 Screenshot 5 : LINK

Database :

TEMPLATE: Provider=SQLOLEDB;Data Source=”SERVERNAME”;Initial Catalog=”organazation”_MSCRM;Integrated Security=SSPI;Pooling=false

OLD ENTRY : Provider=SQLOLEDB;Data Source=ZOUN;Initial Catalog=CORP_MSCRM;Integrated Security=SSPI;Pooling=false

NEW ENTRY : Provider=SQLOLEDB;Data Source=ZELDA;Initial Catalog=CORP_MSCRM;Integrated Security=SSPI;Pooling=false

Screenshot 6 : LINK

Metabase :

TEMPLATE :  Template : Provider=SQLOLEDB;Data Source=”SERVERNAME”;Initial Catalog=”organazation”_MSCRM;Integrated Security=SSPI;Pooling=false

OLD ENTRY : Provider=SQLOLEDB;Data Source=ZOUN;Initial Catalog=CORP_MSCRM;Integrated Security=SSPI;Pooling=false

NEW ENTRY : Provider=SQLOLEDB;Data Source=ZELDA;Initial Catalog=CORP_MSCRM;Integrated Security=SSPI;Pooling=false

Screenshot 7 : LINK

·         3.2 ) Secondly we will need to run the CRM Dynamics 4.0 Deployment Manager on the server. Go to start menu, All Programs, Microsoft Dynamics CRM and click Deployment Manager. Go to organizations and click on yours, right click and Disable it. Right Click again and Edit Organization. Change the SQL server name to the new SQL Server name and click next and the redeployment shall start. Please do bear in mind that you will need the CRM Dynamics Service Account to be sysadmin on the SQL Server or it will give error on requisites checking. Examples of screenshots below for this process:

Screenshots :  8 - LINK :: 9 – LINK :: 10 – LINK :: 11 – LINK :: 12 – LINK ::

4 ) After the redeployment of the server is done. Restart the Application and Plataform Server. After it reboots the CRM will be fully running with the new SQL Server and operational. This conclude our Redeployment of DYNAMICS CRM 4.0 – SQL SERVER AND CRM DATABASES MIGRATION

Any doubts of questions feel free to send them to me, I will help as soon as possible.

Best Regards,

Paulo J. Mendes