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Moving CRM 3.0 to a test environment

(3 posts)

  1. UG Bot

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    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Moving CRM 3.0 to a test environment
    Archived from: microsoft.public.crm.deployment
    Author: Eric

    I have CRM 3.0 set up on a SQL 2000 server in our production environment.
    i would like to re-create it in a different network to test the SQL 2005 upgrade and then the CRM 4.0 upgrade.

    I already have a DC running in the new network, but do not want to move over my entire AD structure.

    I will install SQL 2000 on the new server and copy over a backup copy of the CRM databases from the production server. I will install CRM 3.0, but my question is how to get this to work correctly.
    Will I need to re-import the customizations and workflows?
    Will I need to reset users?

    After CRM is up and running in test I will upgrade SQL 2000 to 2005 and SP it to the current level.
    After this is done I will work with a developer to make sure all of our reports and customizations will work in 4.0 and perform the upgrade.

    Any insight into what I may be doing wrong?

    Thanks fo your time.

    Posted 2 years ago #

  2. UG Bot

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    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Moving CRM 3.0 to a test environment
    Archived from: microsoft.public.crm.deployment
    Author: Aamir Bashir

    Here are some quick steps:

    1 = move databases on new sql server
    2 = create the security groups in active directory (crm setup always create the security groups in AD)

    3 = install the crm while pointing to the existing databases. When you point to the existing databases then you dont need to import workflow or anything else (as well as i dont myself few times).

    /Aamir

    Posted 2 years ago #

  3. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Moving CRM 3.0 to a test environment
    Archived from: microsoft.public.crm.deployment
    Author: Eric

    Thank you very much. i will give it a shot.

    Posted 2 years ago #

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