I am going to begin testing our upgrade from CRM 3.0 to CRM 4.0. I have a few questions about my upgrade plan:
Here is what I have so far:
1. Backup of CRM 3.0 CRM and Metabase databases
2. Virtual machine setup with SQL 2005 installed
Now my questions:
1. Can I perform the test upgrade in the same domain as my live CRM 3.0 environment.
We do not do a lot of test upgrading, so I do not have a test virtual domain setup
2. Do I need to run the redeployment tool? The CRM and Metabase databases will be installed on a completely separate SQL server that is not production. Can I just restore the CRM 3.0 backup databases to the test SQL Server and run the upgrade from a separate CRM test install?
Our install is fairly basic and I have the workflows, customizations backed up. All I really want to do is create a test environment to try the upgrade on. If successful, I will upgrade the live environment.