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CRM 2011 Data transfer

Posted on 2014-03-04
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Last Modified: 2014-03-19
Dear All,

Good Day,

In our ORG we are running with Domain (2003 Server), CRM 2011 Server, now i created new Domain (new domain there no release with old domain) with win 2008 R2 Server and did the fresh installation of CRM 2011 Server, could any one help me how can i move my CRM data from my old CRM server to new CRM server.

Waiting for your reply

BR
Kumar
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Comment
Question by:Ram Kumar Chellam
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22 Comments
 
LVL 29

Accepted Solution

by:
feridun earned 500 total points
ID: 39902738
High level steps are:

1) In older domain, do a backup of the CRM organization database in SQL Server
2) In the new SQL Server, restore the backup
3) In the new CRM Server, run the CRM Deployment Manager and run the Import Organization wizard selecting the newly restored database

If you need more help with the above steps please post again.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39903282
Hi Feridum,

I tried these but i'm getting the attached error message.

Waiting for your support

BR
Kumar
CRM2011.jpg
CRM2011a.jpg
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LVL 29

Expert Comment

by:feridun
ID: 39903311
The errors mean that the user account you are logged in as whilst performing the import must be mapped to a user in the CRM database that has the System Administrator role.

Do you know which user in the database had the System Administrator role?  There could be more than one, it doesn't matter which one you choose.
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Author Comment

by:Ram Kumar Chellam
ID: 39903417
but here domains are different, i took CRM SQL backup from Old Domain and restore the DB in new CRM on New Domain, once i started  running the CRM Deployment Manager and run the Import Organization its asking me the user which have Admin Role and choose the user (CRM Administrator) which is having the Admin Rights, but still its giving me the same error

BR

Kumar
0
 
LVL 29

Expert Comment

by:feridun
ID: 39903723
I understand that the domains are different.  The list of users that the wizard shows you are the users defined in the CRM database.

Each CRM user has a record in the CRM database and each one user is mapped to an Active Directory account (in the old domain). The wizard relinks each user record to an Active Directory account in the new domain.

You must link the user you are logged in as to one of the users in the list that has the System Administrator role (it doesn't matter of the user names are different).

Did your Windows account have a CRM user record in the old domain with the System Administrator role?  If not and you are having trouble you could go back to the old CRM and make sure that you have a user record with System Administrator and then do the backup and restore process again.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39905512
ok let me try again
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Author Comment

by:Ram Kumar Chellam
ID: 39905649
As per you commend i went back to my old CRM 2011(Which is running one my Old Domain) and given full Admin Right to my user (kumar) and taken the backup, restore it in new CRM 2011 (which is running in new domain) and try to run the CRM Deployment Manager and run the Import Organization  and choose the kumar user, but still its given me the same error, please check the attached image

BR

Kumar
crm2011.jpg
0
 
LVL 29

Expert Comment

by:feridun
ID: 39905774
Did you give the user the role named System Administrator? It must have that exact role. You can the user other roles as well, but it must have System Administrator ".
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39906076
yes that user having full rights
crm.jpg
0
 
LVL 29

Expert Comment

by:feridun
ID: 39906771
Hmm, this is puzzling. What is the Access mode set to for your CRM record in the old database?

Is it Full, Administrative or Read-Only?  It should be Full.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39908459
It was read-only, just changed to Administrative.

Let me restore the new back up and update you the status.

BR
Kumar
0
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Author Comment

by:Ram Kumar Chellam
ID: 39908520
Result is same after given Administrative access, plz let me know there is anyother way

BR

Kumar
0
 
LVL 29

Expert Comment

by:feridun
ID: 39908856
You need to change the access mode to full not Administrative.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39909222
there is no option for FULL, please check the attached image

Thx
CRM.jpg
0
 
LVL 29

Expert Comment

by:feridun
ID: 39909236
Oops, my mistake, apologies. The Access Mode should be set to Read-Write and the License Type set to Full.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39909395
Access Mode - Read-Write and License Type - Full but still giving me same error
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39909438
I try to managed that one and went to the next step and its give me 2 error message please check the attached file.

for the old error i used the below link:

http://www.ryanonrails.com/2011/07/09/import-crm-2011-organization-error-you-must-map-your-active-directory-user-account/

Waiting for your reply

BR
Kumar
CRM-Error.jpg
0
 
LVL 29

Expert Comment

by:feridun
ID: 39909458
These errors probably mean that you have not applied an Update Rollup to the new installation. Check which Update Rollup is applied to the old installation (in Add/Remove Programs, view installed updates) and ensure that the same or later update rollup is applied on the new server.

Glad you got the other problem sorted.
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39910451
thx for your support let me check my servers and update you soon

BR

Kumar
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39915466
i checked as per you request there is no update, but in the old domain CRM V 5.0.9690.3236

In New Domain CRM V 5.0.9688.583, could you please tell me how can i do the update

Waiting for your reply

BR

Kumar
0
 

Author Comment

by:Ram Kumar Chellam
ID: 39915486
just Find the Roll-up 12 for that CRM V, started installing, let me try again and update you shortly

BR
Kumar
0
 

Author Closing Comment

by:Ram Kumar Chellam
ID: 39939130
Thx
0

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