How do move our online Prod database to another location to run a clean-up process?

apollo7
apollo7 used Ask the Experts™
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Dynamics 365 CRM Online, version 9.1

We have an online Production database that we want to clean up before using it to refresh our Dev and Training environments.  Because of the size of the Prod database, we need to take it to another location (our server, etc) to run the clean-up process.  Exactly how do we move the Prod database to another server to clean-up?

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AlexSenior Infrastructure Analyst

Commented:
Since it's online you can't

https://community.dynamics.com/crm/f/117/t/131879

according to this, if you were using on premise you'd have the option to backup and restore the data

https://docs.microsoft.com/en-us/previous-versions/dynamics-crm2011/admin-guide/hh127043(v=crm.6)

You can raise a call to get a copy of the database.

Author

Commented:
Thank you, so if I get a copy of the database can it be moved to our server or would the copy be used for the clean-up process?  If there is no enough space on our online instance for a second copy, is the only option to increase the size of  our online instance?
AlexSenior Infrastructure Analyst

Commented:
well downloading the database is fine, I seriously doubt Microsoft would entertain you cleaning the DB offline in your own infrastructure and then restoring over your live database. You could obviously ask them about that.

If they say no, then yes you'll need more space to clean the DB up.
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Principal Consultant
Commented:
Apollo7, you can't take a copy of your database to another location to cleanup and Microsoft definitely won't let you upload a database into D365 online.

I think you only option is to increase the amount of storage for your online instances. But have you tried reducing the size of your production instance by looking at things like system jobs and perhaps older records that aren't needed?

Another consideration, do you need all the data in dev and training?  You could do a minimal copy and then migrate across only the data needed.

Also, how will you get production cleaned up if you do it in a copy?  Is there a reason not to clean up production?

Author

Commented:
Thanks, so if we cleanup Production and don't like the results can we then restore an online backup to get back to the original production data?  I also assume we would clean up Prod during off hours.

I will look at using a minimal copy to migrate to Dev and Training.
Feridun KadirPrincipal Consultant

Commented:
Yes, you could do that. Note that as well automatic daily backups, you can also create your own backup- but I think they are only retained for a short period (a few days).
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi apollo7,

I have used another idea whenever I need to take small amount of data from Online instance to create dev/test environments.

I use Configuration Migration tool https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-configuration-data to migrate records when the record size is less than 50K. It takes time and patience and I also use various batch sizes(I do not export all of the records in one go - I club together logical entity).

This method allows me greater control over what I migrate and what I bring in to my environments. Hope this helps.

Regards,
Chinmay.

Author

Commented:
Thanks, this answers my question

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