Crm Online to Crm on Premise Migration

8/10/2019 Crm Online to Crm on Premise Migration

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MICROSOFT

Data MigrationSteps to migrate from Microsoft Dynamics CRM Online to

Microsoft Dynamics CRM On-Premises

2/10/2014

This whitepaper lists the steps needed to migrate from a Microsoft Dynamics CRM Online deployment to aMicrosoft Dynamics CRM on-premises deployment.


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Table of ContentsRequest a back up of your organization database .................................................................................................................. 3

Microsoft Dynamics CRM Online SQL Database ..................................................................................................................... 3

Restore the Microsoft Dynamics CRM Online SQL database .............................................................................................. 3

Apply the Required Hotfixes ................................................................................................................................................... 3

Import a Microsoft Dynamics CRM Organization ................................................................................................................... 4

a. Open Deployment Manager ....................................................................................................................................... 4

b. Import the Organization ............................................................................................................................................. 5

c. Select the SQL Server .................................................................................................................................................. 6

d. Specify the Organization Name .................................................................................................................................. 7

e. Specify the Reporting Services Server ........................................................................................................................ 8

f. Select the Method for Mapping Users ........................................................................................................................ 9

g. Edit the User Mappings ............................................................................................................................................. 11

h. System Requirements ............................................................................................................................................... 13

i. Verify That You Are Ready to Install ......................................................................................................................... 13

j. View the Log File ....................................................................................................................................................... 14


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Request a back up of your organization databaseTo request a backup of your Microsoft Dynamics CRM Online database contact Technical Support for MicrosoftDynamics CRM Online. For contact information, see Contact Technical Support .

Microsoft Dynamics CRM Online SQL Database Restore the Microsoft Dynamics CRM Online SQL database The backup of your Microsoft Dynamics CRM Online SQL database must be restored by using a server running the same

(or a newer) version of Microsoft SQL Server as the database you receive. You will be able to request the version youneed before receiving the database.

Restore the copy of the Microsoft Dynamics CRM Online SQL database to a computer running SQL Server in the targetMicrosoft Dynamics CRM on-premises deployment. To do this, follow these steps:

a. Open Microsoft SQL Server Management Studio, and then connect to the appropriate instance of Microsoft SQLServer.

b. In Object Explorer , right-click Databases , and then click Restore Database .c. Type the name of a new database in the To database open text box. The database name must include _MSCRM

in the name. For example the database name is PoC_MSCRM.d. On the General page, in the Source for restore section, click From device .

e.

Click the browse button in the From device option. This opens the Specify Backup window.f. In the Specify Backup window, click the Add button to open the Locate Backup File window.g. Select the file you want to use for the restore operation, and then click OK.h. Click OK to close the Specify Backup window.i. Mark the checkbox in the Restore column next to the backup set option. j. Click OK to begin the restore process.

Apply the Required HotfixesIt is required to apply the latest CRM Update Rollup prior to importing your CRM Online database. The latest updatescan be found at the following locations:

CRM 2011: http://support.microsoft.com/kb/2555051 CRM 2013: http://support.microsoft.com/kb/2917899
http://www.microsoft.com/en-us/dynamics/crm-customer-center/contact-technical-support.aspxhttp://www.microsoft.com/en-us/dynamics/crm-customer-center/contact-technical-support.aspxhttp://www.microsoft.com/en-us/dynamics/crm-customer-center/contact-technical-support.aspxhttp://support.microsoft.com/kb/2555051http://support.microsoft.com/kb/2555051http://support.microsoft.com/kb/2555051http://support.microsoft.com/kb/2917899http://support.microsoft.com/kb/2917899http://support.microsoft.com/kb/2917899http://support.microsoft.com/kb/2917899http://support.microsoft.com/kb/2555051http://www.microsoft.com/en-us/dynamics/crm-customer-center/contact-technical-support.aspx


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Import a Microsoft Dynamics CRM Organization Import an Organization in Microsoft Dynamics CRM. The time to complete the import of the organization is dependenton multiple factors. These factors include the size of the database you are importing, the number of users, and thehardware used.

To do this, follow these steps.

a. Open Deployment Manager Open Deployment Manager by clicking Start , click Programs , click Microsoft Dynamics CRM , and then clickDeployment Manager .


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b. Import the Organization Right-click Organizations , and then click Import Organization .Note : You will receive a message if you attempt to import into a Microsoft Dynamics CRM On-Premises SKU thatallows only one organization per deployment. The message notifies you that proceeding will deactivate, but notdelete, the existing organization.


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c. Select the SQL Server In the Select SQL Server window, select the Microsoft SQL Server database that you restored in the SQL Server list, and then select the Organization database in the Organization database list.


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d. Specify the Organization NameType a Display name and a Name for the Organization in the Specify the Organization Name window.Note : The values you type do not need to match the name that you used in Microsoft Dynamics CRM Online.


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e. Specify the Reporting Services Server In the Specify Reporting Services Server window, type the Microsoft SQL Server Reporting Services server URLfor the organization in the Report Server URL field.


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f. Select the Method for Mapping Users Select the appropriate method for mapping users from the Microsoft Dynamics CRM Online deployment to theMicrosoft Dynamics CRM on-premises deployment. Users must already exist in Active Directory for theMicrosoft Dynamics CRM on-premises installation. The installation wizard does not create the usersautomatically. To complete the mappings, the user running the import operation must be mapped to a user inMicrosoft Dynamics CRM.

Note : There are several options available in the Import Organization wizard. Some options are not applicable

for the migration from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM on-premises.

The following list provides information about the methods available in the Import Organization wizard. Note,these options will be presented after selecting Select Custom Mapping Options and clicking next: Keep existing user mappings : Do not use this option when you migrate from Microsoft Dynamics CRM

Online to Microsoft Dynamics CRM on-premises. If you use this option, you will receive an error messageand no users will be mapped.

Manually map users : You can use this option to manually map users in the Microsoft Dynamics CRM Onlineorganization database to existing users in the target Active Directory.

Generate a new mapping file : Select this option to create a sample XML mapping file. Then, you can exitthe wizard, modify the user mapping file to select how users are imported, and then run the Wizard again.The user mapping file is created in the drive :\Program Files\Microsoft CRM\Tools folder. The file containsthe following information:

Note : UserMapping old= [email protected] is the placeholder for the actual Windows Live ID of thesource user in the Microsoft Dynamics CRM Online organization database.Note : "new" is the placeholder for the actual user in the target Active Directory. You must use the formatdomain\username .

Auto-map users: Select this option if you want to automatically map the user settings by selecting from thefollowing options:

Active Directory account name : Do not use this option when you migrate from Microsoft DynamicsCRM Online to Microsoft Dynamics CRM on-premises. This option attempts to match users based onActive Directory account name.

Microsoft Dynamics CRM "4" full name to Active Directory full name : You can use this option tomatch users based on the First Name and the Last Name attributes from the Microsoft DynamicsCRM Online organization to the First Name and the Last Name values stored in Active Directory.Microsoft recommends you use this option if the names are consistent between the MicrosoftDynamics CRM Online deployment and the target Active Directory.

Prefix: This option is typically used for test purposes. This option matches users in MicrosoftDynamics CRM to existing users in Active Directory with a Prefix and a Start value. The value is

numerically incremented, for example User1, User2, User3. Use existing map file : This option uses the mapping file created in the Generate a new mapping fileoption.


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g. Edit the User Mappings In the Edit User Mappings window, the suggested mappings from the Auto-map options can be reviewed or canbe overridden to specify other user accounts. In most situations, an error will be received that not all userswere mapped successfully.

Note : The enabled/disabled state of users is not visible in this window. If the Microsoft Dynamics CRM on-premises SKU allows only 5 or fewer users, you must consider this when you complete the mapping. You mustbe aware of which users are enabled in Microsoft Dynamics CRM Online and only map those users. It is possible

to get into a situation where you have exceeded the number of allowed users.

The best practice to follow when you import to a limited number of licenses is to disable users in MicrosoftDynamics CRM Online prior to requesting a copy of the Microsoft Dynamics CRM Online SQL database. Ifdisabled Microsoft Dynamics CRM Online users are mapped in the import, those users cannot be reverted andthe process must be restarted.

If the setup user is left unmapped, you receive the following error. This user must be mapped prior tocompleting the import.


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h. System Requirements In the System Requirements window, you receive the results of several environment diagnostic checks. If youreceive a red alert in the System Requirements window, the issue must be resolved prior to completing thewizard. If you receive a yellow warning, you may proceed with the import.

Due to versioning differences between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM on-premises, a warning may be received. This warning is expected and will not prevent the import fromcompleting. After you complete the steps in this document, the versioning will be in correct.

i. Verify That You Are Ready to Install In the Ready to Install window, verify that the information is correct, and then click Import .


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j. View the Log File After the import is complete, the Import Organization window appears. Click View the log file to view the logfile that is created during the import. If the import is successful, click Finish .Note : The log file is stored in the following directory :\Documents and Settings\ \ Application Data\Microsoft\MSCRM\Logs

Crm Online to Crm on Premise Migration

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