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how to move CRM modifications.

Posted on 2011-03-10
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Last Modified: 2012-06-27
We have upgraded fron SBS 2003 to SBS 2011, which has been a chore at least. We also are running Dynamics CRM 4.0. Using the instructions in http://support.microsoft.com/kb/952934, CRM is now up and running on a new server, with the correct data, BUT a couple of custom modifications done by our CRM consultant did not make the trip. I cannot find any documentation of these mods in paper or on the system.  Additionally the programs were installed on E:\program files.... on the old server, and CRM is in the default location c:\progra..... on the new server.  I need the help of a CRM guru that could clue me in on how/where/what/if there would be a chance or backup/restore the appropriate folder in the CRM directory to get the mods on the new server.  I am no expert on IIS, but it looks like the package pretty much runs as a web site.  Creating an E: is not out of the question as I put this SBS in a virtual machine. (God I love that technology!) Also, I did not install CRM on the SBS VM, but made another VM to host just CRM, giving it the server name of the old SBS server once it was decommisioned. (and metadata cleanup done)  Anyone able to give me some guideance on how CRM is structured at the system level?
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Question by:billherde
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by:Chinmay Patel
ID: 35103616
Hi billherde,

Could you throw some light on what exactly is not working properly? Also check F:\Program Files\Microsoft Dynamics CRM\CRMWeb\ISV has any sub folder or not. I suspect your CRM consultant would have used this folder to host custom ASP.net pages [That's a standard practice] and during migration generally people do not mention it as part of CRM as it is not CRM component. If that's not the case then we do need to learn what is failing first then and only we can fix it.

Regards,
Chinmay
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by:billherde
ID: 35131262
Unfortunately there are no subfolders as suggested above. I attempted to bring in the old directories and bring them up, but the page fails to load.  I suspect there are probably references to the D: drive which is not there.

What exactly is not working is a modification that allows the users to 'search all' for specific data in any group.  The button will display, but is not functional.
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by:Chinmay Patel
ID: 35150747
Hmm... could you try to check the source of the button? also send in a screenshot if possible.
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by:billherde
ID: 35152311
I could check the source if I knew how!  My programming skills end at setting up command scripts for logins and server tasks. Other than that I haven't done anything  since assembly for 8080. Although I did get a copy of visual studio with my MSDN subscription,  I haven't done anything with it.

Where the button shows up is in the Outlook interface, as another selection  item just like all the other groups.  When selected it returns a page not found type error.

This last weekend I attempted adding another disk to the VM, set it to the same drive letter as the old server and restore the disk, then set IIS to open the page on it, but the page failed to start. This did not make a lot of sense to me since the directory structure is the same as the new installation.  This evening I hope to explore that angle and see what comes out.
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by:Chinmay Patel
ID: 35161906
Alright this might be little tricky. I thought this button is on CRM Web UI not on Outlook Client.

Anyways could you export ISV.config and upload here?

Here are the steps : http://blogs.msdn.com/b/jannemattila/archive/2008/01/10/crm-4-0-and-isv-config-modifications.aspx

If you don't want to upload it then we can do a TeamViewer session or something similar but yes time is a very important factor I many a times don't get enough.

Regards,
Chinmay
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by:billherde
ID: 35166480
I do most appreciate and value your time.  Thank You.
I am going onsite today for another item, and am going to bring the old server back to my office to better figure this out.  It was on SBS as mentioned, and now is past the 21 day migration window, which just means it shuts itself down after about an hour.  Once here, I will be able to get the file exported, and get that to you.  If you are willing, I have logmein clients on these machines which would facilitate remote viewing.  I expect to be back with the box ~3pm pst.  email bill.herde@cox.net
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by:Chinmay Patel
ID: 35168250
:| I am traveling tomorrow/day after tomorrow to client's site [and that means at least 24 hours journey]and will not be able to help you soon but let me try to give you some hints.

If you open the customization file that contains ISV.config and if there is not a lot of customization made, you will be able to see the button's data. Try searching with the title that is shown on the button and that should take you to the button's configuration.

Most probably it will be pointing to a URL or it will have some JavaScript, based on that you can do further research or ask your dev team to look in to that direction. You can also post it here, I will try to answer but cant guarantee anything.

Regards,
Chinmay
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by:billherde
ID: 35183667
Found the stuff you referenced in the ISV folder, and there were several other modifications there which I confirmed were done by one of the users, and these are no longer needed.  (that was why she didn't tell me about them)  BUT I found no reference to this almighty 'search all' button. Pointing me to the ISV folder was very helpful for learning how this package is put together, and I did learn how to export/import those modifications.  I also found the only written record anywhere of what the sa password was on the old machine hard coded in one of the xml files. (and made the appropriate change on the new SQL server)  So it appears at this point the last guy in made his changes in the installed code but didn't leave any records behind. (TYVM)  I have to wonder if there is an efficient means of scanning for differences.  I will start with something to look for same file names and different sizes.
I did get a chance to talk to the vendor that installed the program initialy, and the person who made this mod is no longer with them.  We have an appt. for Friday to look at it together and see what the deal is.
So at this point it becomes a personal challenge to see if the answer can be found before the boss has to spend more money.
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Chinmay Patel earned 500 total points
ID: 35188452
No need to spend money.. I am a big fan of saving money[even if I am supposed to get that money... saving money attracts a lot more customers and lets me earn reputation :D], so trust me... the button is in there only. Did you look in to the ISV.confgi's exported XML file? Also one thing I have in my mind is, is it a Office Add on? could you check in outlook if that's the case.

Otherwise... the ISV.config should have the answer.

Also rather than goin for the size diff. go for date diff. that might be more effective if the changes made were really minor.

Regards,
Chinmay
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by:billherde
ID: 35328745
We had to call in the vendor.  ISV had part of the answer, but many more little discoveries were found. Things like part of his solution is being published as a seperate webpage on another port to get around a number of characters limit in one of the URL spaces, and some of it published from the webcrm folder, and other parts from c:\inetpub.  The guy who wrote all this is no longer with them, so it has been an adventure.  Still not running, but the solution for this is not going to be relevant for the readers here.
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Author Closing Comment

by:billherde
ID: 35328771
The solution for this issue is not going to be found in the mainstream of support problems and required a programmer to evaluate the code.  Many thanks for the diligent efforts from respondents.
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Expert Comment

by:Chinmay Patel
ID: 35328940
Thanks :) Glad I could help.
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