How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain (917948)


The information in this article applies to:

  • Microsoft CRM 3.0

INTRODUCTION

This article describes how to move Microsoft Dynamics 3.0 CRM SQL databases from one server to a different server that is in the same domain.

MORE INFORMATION

Notes
  • We recommend that you use this procedure to move Microsoft CRM SQL databases from one server to a different server that is in the same domain. You must not use this procedure to move data from one server to another server across domains. Additionally, you must not use this procedure to move data from a named instance of Microsoft SQL Server to a default instance of SQL Server that is on the same computer.
  • You do not have to make any changes on the Microsoft CRM laptop or desktop clients for Microsoft Office Outlook when you want to move Microsoft CRM SQL databases from one server to a different server that is in the same domain.
Important Make sure that you read and understand this whole article before you try to complete this procedure.

Prepare to move the databases

Before you move the databases, make sure that the following preparations are completed:
  • All users are logged out of Microsoft CRM.
  • All Microsoft CRM client for Outlook users have synchronized their offline data to Microsoft CRM by going online.
  • You have a current backup of all Microsoft CRM SQL databases.

Move the databases

After you verify that the preparations are completed, follow these steps to move the Microsoft CRM SQL databases:
  1. Make a backup of the following primary Microsoft CRM SQL databases:
    • OrganizationName_METABASE
    • OrganizationName_MSCRM
    To back up these databases, follow these steps:
    1. Click Start, point to All Programs, point to Microsoft SQL Server 2005, and then click SQL Server Management Studio.
    2. In SQL Server Management Studio, click a server in the Server name list, and then click Connect.
    3. Expand the Databases folder.
    4. Right-click one of the two databases, point to Tasks, and then click Back Up.
    5. From the Backup type list, select Full, and then click Add in the Destination section.
    6. In the Select Backup Destination dialog box, click the Browse button (...).
    7. In the Locate Database Files dialog box, enter a name for the backup file, and then click OK.
    8. Continue to click OK until all dialog boxes are closed. You will receive a message that states that the backup is completed successfully.
    9. Repeat steps a through h for the other database. Do not delete anything from the original instance of Microsoft SQL Server. If you leave the files on the original instance of SQL Server, you can use the original setup as a reference when you perform step 5.
  2. Transfer the backup files that you created in step 1 to the new instance of SQL Server.
  3. Create the two databases into which you will restore the backup files. To do this, follow these steps:
    1. Start SQL Server Management Studio.
    2. Expand the Databases folder.
    3. Right-click Databases. Then click New Database.
    4. Enter a name for the database. For example, type OrganizationName_MSCRM.
    5. Click OK.

      Important Make sure that you use the same naming syntax that was used on the original instance of Microsoft SQL Server.
    6. Repeat steps c through e to create the OrganizationName_METABASE database. Again, make sure that you use the same naming syntax that was used on the original instance of Microsoft SQL Server.
  4. Restore the backup files. To do this, follow these steps:
    1. Start SQL Server Management Studio.
    2. Expand the Databases folder.
    3. Right-click the OrganizationName_MSCRM database, point to Tasks, point to Restore, and then click Database.
    4. In the Source for restore area, select the From device option, and then click the Browse button (...).
    5. In the Specify Backup dialog box, click Add.
    6. In the Locate Backup File dialog box, click the location of the backup file for the OrganizationName_MSCRM database, and then click OK.
    7. In the Restore Database dialog box, click OK.
    8. In the Restore Database dialog box, click Restore Source, click Options, and then click to select the Overwrite check box to overwrite the existing database.
    9. In the Restore Database File As area, examine the paths for the two physical database files. Make sure that these paths point to valid locations. If the paths do not point to valid locations, modify the paths appropriately.
    10. In the Restore Database dialog box, click OK to start the restore process.

      Note Depending on the size of the database, this process may take a long time. When the process is completed, you will receive a message that states that the restore operation completed successfully.
    11. Repeat steps c through j for the OrganizationName_METABASE database.
  5. Set up the security groups by mapping to the Microsoft Windows NT security groups. To do this, follow these steps.

    Note As you follow these steps, use the security folder that is on the original instance of SQL Server as a reference.
    1. Start SQL Server Management Studio. Then expand the Security folder.
    2. Right-click Logins. Then click New Login.
    3. In the Login dialog box, click General on the left pane, and then click Search.
    4. In the Select User or Group dialog box, click Object Types, make sure that the Groups check box is selected, and then click OK.
    5. Click Locations, click the folder to select all the folder contents, and then click OK.
    6. In the Enter the object name to select field, type SQL, and then click Check Names.
    7. Select the SQLAccessGroup {GUID} record. Then click OK.
    8. In the Login dialog box, click the Windows authentication option, leave all the other default options at their current settings, and then click OK to close all the dialog boxes.
  6. Reconfigure the Microsoft Dynamics CRM server. To do this, follow these steps:
    1. On the Microsoft Dynamics CRM server, click Start, point to All Programs, point to Microsoft CRM, and then click Deployment Manager.
    2. In the left pane, click Server Manager, right-click the Microsoft Dynamics CRM server, and then click Configure SQL Server.
    3. In the Microsoft Dynamics CRM server window, select the new computer that is running Microsoft SQL Server from the SQL Server list, and then click Next.
    4. In the Microsoft CRM database list, click the appropriate Microsoft CRM SQL database. If you have multiple Microsoft CRM servers, click to select the Apply changes to all servers in the deployment check box.
    5. Click Finish.
  7. Test Microsoft CRM by verifying that you can access the data. Additionally, test the Microsoft Dynamics CRM clients for Outlook to make sure that you can use the program.
  8. Clean up the contents of the original computer that is running Microsoft SQL Server. To do this, follow these steps:
    1. Delete the old Microsoft CRM SQL databases.
    2. Delete the following login groups:
      • SQLAccessGroup
      • UserGroup
      • ReportingGroup
Note After you successfully move Microsoft CRM SQL databases from one server to a different server, remember to schedule regular backups of the databases that are on the new server.

REFERENCES

For more information about how to move the Microsoft SQL Reporting Services databases, click the following article number to view the article in the Microsoft Knowledge Base:

842425 How to move a Reporting Services database from a computer that is running Reporting Services to another computer

Modification Type:MinorLast Reviewed:5/2/2006
Keywords:kbMBSadministration kbMBSMigrate kbhowto KB917948 kbAudEndUser kbAudKnowledgeWorker
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