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Updating Dynamics CRM 2011

We are currently running Update Rollup 5 of Dynamics CRM 2011, and are starting to experience issues with users running IE 10 and Outlook 2013.  I've read that there are updates which fix these issues in the more recent rollups for CRM.

I'm going to have to take the system down overnight to run these, since everyone in the office uses the system and I want to try to budget time and resources to get this done as smoothly as possible.  Has anyone here run into issues with the rollup process?  We have not heavily customized the system, though we do have a few custom entities etc.

My question is this:  how long do the rollup processes usually take (if all goes well) and what are the risks involved in these rollups?  In theory I need to go from Rollup 5 to Rollup 15.

We do have users who use the Outlook plugin, and have a sharepoint site connected with CRM if that makes any difference.

Thanks for any suggestions or best practice advice you may have.
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jmcmunn
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jmcmunn
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Feridun KadirPrincipal ConsultantCommented:
You will need to go to Update Rollup 6 first and then you can go to Update Rollup 15 directly without any of the intermediate updates.

The time taken will depend on how big your database is. I've applied update rollups to databases of around 50G in size and the process has taken well under an hour.

There is a risk I guess of the UR not completing properly so make sure you have a backup of your CRM database before you start.  UR 15 is relatively new so there could be issues that have not been identified. The last few URs have introduced new bugs (which are then corrected) but if you wait for the perfect UR you will wait forever.

UR15 for Outlook changes the way the CRM client uses memory supposedly making things perform better and Outlook more stable.

How many CRM Client for Outlook users do you have? Don't forget to allow time to update each one.
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jmcmunnAuthor Commented:
Thanks for the input, this is all good info.

Our DB is about 10GB in size, and we have only 5-10 users who use the Outlook client.  It was my understanding that the Outlook client would not need to be upgraded, is there a new version that is needed to be compatible with the more recent UR's?

Will I need to take the site down (shut down IIS or CRM services) when I perform the UR?  I have not read all of the articles in detail yet to find their best practice procedures.

Thanks.
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Feridun KadirPrincipal ConsultantCommented:
With a 10G database the update should not take too long. I did not mean to imply that the Outlook client needs to be upgraded to a new version, but that you need to apply the Update Rollup to the Outlook client as well. For the Outlook client make sure that you download the architecture (32 bit or 64 bit) that matches the architecture of Outlook.

You do not need to shutdown anything, but access will be lost whilst the UR is applied and you will probably have to restart the server after each update rollup is applied.
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jmcmunnAuthor Commented:
Perfect thanks.

One last question:  is there any impact on running UR when there is a sharepoint site involved?  From my experience, the two seem fairly independent once things are up and running, but I'm trying to think of these things ahead of time rather than half way through.
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jmcmunnAuthor Commented:
http://social.technet.microsoft.com/wiki/contents/articles/8062.crm-2011-build-and-version-numbers-for-update-rollups.aspx

For anyone following along, I discovered this site that appears to have good links for learning about the UR and what is in each one.
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Feridun KadirPrincipal ConsultantCommented:
No, I don't think there is any impact if you have linked with SharePoint.

I like this site for Update Rollup information http://blogs.msdn.com/b/crminthefield/archive/2013/07/12/microsoft-dynamics-crm-4-0-and-2011-update-rollup-release-dates-build-numbers-and-collateral.aspx
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jmcmunnAuthor Commented:
Thanks for all of the help, hopefully everything will go smoothly.
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