Solved

CRM 3 to CRM 4 Test Environment

Posted on 2010-08-20
9
612 Views
Last Modified: 2013-11-24
Hello Experts!

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.

Ron
0
Comment
Question by:r270ba
  • 4
  • 4
9 Comments
 
LVL 29

Expert Comment

by:feridun
Comment Utility
In your test enviroment:

- restore the CRM 3.0 databases to the SQL Server virtual machine
- install CRM 3.0 and select connect to existing databases

This duplicates the CRM 3.0 environment. You do not need to use the redeployment tool. I don't think there is a problem doing this in the same domain, the main requirement is that you need a separate server for the second installation of CRM - which you have.

Then kick off the CRM4.0 installation which should detect the CRM 3.0 databases and offer to upgrade them.

That should be it.
0
 

Author Comment

by:r270ba
Comment Utility
Ok I will give it a try and let you know...thanks for the help!

1 other question...how do I determine which update rollup my live environment is on?
0
 
LVL 29

Expert Comment

by:feridun
Comment Utility
THe simplest way is to look in Add/Remove programs and show updates.
0
 

Author Comment

by:r270ba
Comment Utility
Should it be listed under the Microsoft CRM 3.0 Server entry?  There is nothing listed below.
0
Enabling OSINT in Activity Based Intelligence

Activity based intelligence (ABI) requires access to all available sources of data. Recorded Future allows analysts to observe structured data on the open, deep, and dark web.

 
LVL 29

Expert Comment

by:feridun
Comment Utility
Yes it should. Nothing suggests that there are no update rollups, is that what you expected?

0
 

Author Comment

by:r270ba
Comment Utility
Not sure...I did not install it.  I know I haven't completed any updates.
0
 
LVL 29

Accepted Solution

by:
feridun earned 400 total points
Comment Utility
I would be tempted to install Update Rollup 3 on the test server before starting the upgrade to 4.0
0
 

Author Comment

by:r270ba
Comment Utility
Ok I will do so
0
 
LVL 3

Assisted Solution

by:John Stevens
John Stevens earned 100 total points
Comment Utility
I would have to agree with Feridun on the rollup 3 - we have both our dev and production CRM environments in the same domain.  additionally we had set up an upgrade environment first because we had on going work in dev that we wanted to complete prior to migrating it then production  all in all we did the upgrade 11 times (several times on the upgrade test environment just to make sure we had the "kinks" worked out then just once on both the dev and production environments roughly 2 weeks apart)
0

Featured Post

How to improve team productivity

Quip adds documents, spreadsheets, and tasklists to your Slack experience
- Elevate ideas to Quip docs
- Share Quip docs in Slack
- Get notified of changes to your docs
- Available on iOS/Android/Desktop/Web
- Online/Offline

Join & Write a Comment

Note: You must have administrative privileges in order to create/edit Sharing Rules. Salesforce.com (http://www.salesforce.com) (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales an…
Read about achieving the basic levels of HRIS security in the workplace.
Here's a very brief overview of the methods PRTG Network Monitor (https://www.paessler.com/prtg) offers for monitoring bandwidth, to help you decide which methods you´d like to investigate in more detail.  The methods are covered in more detail in o…
When you create an app prototype with Adobe XD, you can insert system screens -- sharing or Control Center, for example -- with just a few clicks. This video shows you how. You can take the full course on Experts Exchange at http://bit.ly/XDcourse.

771 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

11 Experts available now in Live!

Get 1:1 Help Now