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Microsoft CRM disaster recovery

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Microsoft CRM disaster recovery

Postby guest » Thu May 07, 2009 8:31 am

Q: We have a real life disaster recovery case and are looking for assistance in
the recovery process.
Background: We have a CRM 3 install that was upgraded to 4 at the end of
August 2008. Running on 32 Bit 2003 server and sql 2005. Platform is
running on VMWare server. :( We attempted to move the server over to
Hyper-v this last weekend and the process failed. Backups we thought were ok
turns out were not complete. At the time of the version 4 upgrade one file
dropped off the sql maintenance plan and was not noticed. The metabase file
we have to recover from is dated august 2008 and seems to indicate it is
still version 3. When we restored the rest of the files we ran into all
kinds of problems indicating mismatch between version 3 and version 4 levels
in the files.
Our invesigation into files it does appear we have complete data in the
mscrm file and even have a good cdf file, just the metabase file is outdated.
We are presently staging a new system and loading up new install of CRM 4.
What we are looking for is any guidance in recovering the records that are in
the backup files into new install. Is there any documentation on this type
of recovery effort out there?
The new build is on Hyper-v and we will have it snapshotted so we can
quickly roll back if necessary. We realize last resort will be to place
support call but was wondering what was available regarding this type of
recovery effort.

A: If you have a good back up of your ORG_MSCRM database you are in good condition. You do
not need to MSCRM_CONFIG database for CRM 4.0. I would recommed that you restore the
ORG_MSCRM database, install CRM 4.0 and import the organization. I am assuming that your
Domain will remain the same? here is the a KB the discusses moving the CRM
installation.

http://support.microsoft.com/kb/952934

I think the following section applies to you.

Redeploy the Microsoft Dynamics CRM deployment that includes the Microsoft Dynamics CRM
Server within the same domain or to another domain.
Back up the Organization_MSCRM databases. To do this, follow these steps:
On the computer that is running SQL Server, click Start, point to All Programs, point to
Microsoft SQL Server 2005, and then click SQL Server Management Studio.
Expand Databases, right-click the Organization_MSCRM database, point to Tasks, and then
click Back Up.
Under Destination, add the location to save the backup file, and then click OK.
Repeat steps 1b and 1c for any other Organization_MSCRM database that must be moved.
Install Microsoft Dynamics CRM 4.0 on the new computer that will run Microsoft Dynamics
CRM Server.

Note When you are prompted to enter the organization name, use a name that differs from
the original organization name. You will import the old organization into the new
installation. Therefore, you do not want the installation process to create a new
organization that has the same name.
Restore the Organization_MSCRM databases on the new computer that is running SQL Server.
To do this, follow these steps:
On the new computer that is running SQL Server, click Start, point to All Programs, point
to Microsoft SQL Server 2005, and then click SQL Server Management Studio.
Right-click Databases, and then click Restore Database.
Under Destination to restore, type the name of the Organization_MSCRM database in the To
database box.
Under Source for restore, click From device, click the ellipsis button (...), add the
Organization_MSCRM database, and then click OK.
Click to select the Restore check box, and then click OK.
Repeat steps 3b-3e for any additional Organization_MSCRM databases.
Apply hotfix 950680.

For more information about hotfix 950680, click the following article number to view the
article in the Microsoft Knowledge Base:
950680 (http://support.microsoft.com/kb/950680/ ) The workflow rules no longer run when
you use the Deployment Manager Import Organization Wizard to import an organization in
Microsoft Dynamics CRM 4.0
Import the organization into the new deployment of Microsoft Dynamics CRM 4.0. To do
this, follow these steps:
On the new computer that is running Microsoft Dynamics CRM Server, click Start, point to
All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager.
Right-click Organizations, and then click Import Organization.
If you are using the Professional edition of Microsoft Dynamics CRM, you are prompted to
delete the existing organization. Click OK to delete the organization that was created
during the installation.

Note This action does not delete the actual Organization_MSCRM database from the computer
that is running SQL Server.
In the SQL Server box, click the computer to which you restored the Organization_MSCRM
database, click the organization database in the Organization database box, and then
click Next.
Type the display name and the name for the organization, and then click Next.
Type the URL in the SQL Server Reporting Services URL box, and then click Next.
Select the method in the Method for the Mapping of the Users list, and then click Next.
Map the users, and then click Next.
In the System Requirements dialog box, click Next, and then click Import.
Notes
If you plan to use the same Microsoft Dynamics CRM E-mail Router, you must run the
Configuration Wizard to configure the router for the new environment.
You must install the Microsoft Dynamics CRM Data Connector for SQL Server Reporting
Services to register the components with the new MSCRM_Config database.
You must run the Configuration Wizard for the Microsoft Dynamics CRM Client for Outlook
to connect to the new Microsoft Dynamics CRM Server.
You must reinstall the Data Migration Manager to point to the new Microsoft Dynamics CRM
Server.
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