System Requirements
The Microsoft CRM redeployment tools do not require additional hardware or software beyond the requirements of
Microsoft CRM. See Chapter 4, “Planning the Deployment of Microsoft CRM” in the Microsoft Business Solutions CRM
Implementation Guide Version 1.2 for the hardware and software requirements of Microsoft CRM and its various
components. Also see Chapter 14, “Installing Microsoft CRM Server on Microsoft Small Business Server 2000,” and
Chapter 15, “Installing Microsoft CRM Server on Microsoft Windows Small Business Server 2003,” of the Microsoft
Business Solutions CRM Implementation Guide Version 1.2 for information about deploying Microsoft CRM on these
systems.
Notes
• The Microsoft CRM redeployment tools for Microsoft CRM version 1.0 require the Microsoft .NET Framework
1.0.
• The Microsoft CRM redeployment tools for Microsoft CRM version 1.2 require the Microsoft .NET Framework
1.1.
Licensing Requirements
Each Microsoft CRM implementation must have the appropriate license to operate. If you are going to use your existing
license for the new implementation, the following requirements must be met:
• The organization name must be exactly the same as the name on the original system.
• The database names must be exactly the same as the names on the original system.
It is possible to install a new Microsoft CRM system using your existing data, but using a different organization name. The
Microsoft CRM Redeployment Wizard will make the appropriate modifications to the databases. However, you must obtain
another Microsoft CRM license that is registered to the organization name you intend to use on the new system. This new
license and organization name will be required during the Microsoft CRM Server installation step in the redeployment
process.
If you want to get another license, see the Microsoft Business Solutions Software Registration page, located at
www.microsoft.com/BusinessSolutions/MBSRegistration.
Note Microsoft CRM cannot use two different license keys for the same type of license. For example, if you have a
license key for 10 users for Microsoft CRM Sales Standard, you cannot add another Sales Standard license key for 10
more users. Instead, you must obtain a Microsoft CRM Sales Standard license key for 20 users.
Additional Requirements
To install and use the redeployment tools, you must meet the following requirements:
• Have a working Microsoft CRM system. The redeployment tools will not function if original Microsoft CRM objects
are missing or have been deleted from Active Directory.
• The Microsoft CRM Redeployment Wizard requires that the same user account be used to both run the wizard and
install Microsoft CRM Server.
• The number of users created on the new system must be the same number of users in the original system.
• To use the Microsoft CRM Redeployment Wizard, you must be a member of the Domain Admins and the local
Administrators group.
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• To use the User Data Export Wizard, you must be a member of local Administrators group on the computer running
Microsoft CRM Server.
• If you are using the same license for your test system that you own for your production system, the test system database
names must match the original database names, including uppercase and lowercase characters.
Tools Installation
As mentioned, the redeployment tools include two wizards: the User Data Export Wizard and the Microsoft CRM
Redeployment Wizard. Each wizard has a separate installation process, because each wizard will be used at different times
during the redeployment process and each must be installed on different computers.
The Microsoft CRM redeployment tools are available through several methods, including on CD and as a download from
the Microsoft Download Center Web site, located at www.microsoft.com/downloads. However you obtain the tools, there
will be three folders:
• \Export. This folder contains the User Data Export Wizard files.
• \Redeploy. This folder contains the Microsoft CRM Redeployment Wizard files.
• \Reports Tool. This folder contains the Crystal Reports backup tool files.
Note There are two sets of these wizards. One set is for Microsoft CRM version 1.0 and one set for Microsoft CRM
version 1.2. Make sure to obtain and use the correct version for your Microsoft CRM installation.
Install the User Data Export Wizard
This wizard will be used during Step 1 of the redeployment process (procedure is below). Install it on the computer that is
running Microsoft CRM Server in your original system.
1. Log on to the Microsoft CRM server as a user with local administrative credentials.
2. Open Windows Explorer and navigate to your CD-ROM drive or the folder where you extracted the files obtained
from the Microsoft Download Center Web site.
3. Navigate to the Export folder, double-click SetupExport.exe and follow the installation instructions.
4. Copy BackupCrystal.exe (the Crystal Reports backup tool) from the Reports Tool folder to a temporary folder on
your computer.
Install the Microsoft CRM Redeployment Wizard
This wizard will be used during Step 5 of the redeployment process. Install it on the computer that will eventually become
the computer running Microsoft CRM Server in your new system.
1. Log on to the computer as a user with domain administrative credentials on the Active Directory domain and local
Administrator on the computer that will contain the Microsoft CRM OU structure for your new system.
2. Open Windows Explorer and navigate to your CD-ROM drive or the folder where you extracted the files obtained
from the Microsoft Download Center Web site.
3. Navigate to the Redeploy folder, double-click SetupRedeploy.exe and follow the installation instructions.
Redeployment Process
This section discusses the details and the procedures of the six-step redeployment process that was outlined in the previous
“Process Overview” section.
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Step 1: Complete the User Data Export Wizard
Before you can perform this step, you must have the User Data Export Wizard installed on the computer running Microsoft
CRM Server in the original system. For more information, see the procedures in the previous “Tools Installation” section.
Use the User Data Export Wizard to extract the Active Directory information about the Microsoft CRM OU, its structure,
and the Microsoft CRM users, their roles, and group memberships. This information is stored in two XML data files: a user
mapping file and a deployment file. The deployment file contains Active Directory information about the original Microsoft
CRM system. The mapping file contains the Microsoft CRM User information. You will use these two files to create the
new system.
Note The structure of the mapping file is discussed in Appendix A. Also, it is a good practice to make a copy of both
of these XML files as backup files.
Complete the User Data Export Wizard
1. On the Start menu, point to Programs, point to Microsoft CRM, and then click Microsoft CRM User Data Export
Wizard.
2. Follow the screens to complete the wizard.
3. Copy the resulting XML files to a working or temporary folder for use by the Microsoft CRM Redeployment Wizard
later in this process.
Step 2: Back Up the Databases
Make a copy of or back up the Microsoft CRM databases. Perform the following tasks before copying the databases:
• All instances of Microsoft CRM Sales for Outlook (the Outlook client) must complete synchronization to the
production system. Data changes and updates from the Outlook clients that have not been synchronized after you work
offline will not be part of the database copy that is made as part of this process.
• If Microsoft CRM Integration for Great Plains® is installed, data updates must be completed. Data changes and updates
not completed will not be part of the database copy that is made as part of this process.
• The Microsoft CRM Exchange Queue Service must be stopped before you copy the database.
• Stop the Microsoft CRM Workflow Service after checking for activity. For more information, see the following
procedures.
Stop the Microsoft CRM Exchange Queue Service
1. On the Microsoft Exchange server that is also running the Microsoft CRM-Exchange E-Mail Router, on the Start
menu, point to Programs, point to Administrative Tools, and click Services.
2. Right-click Microsoft CRM Exchange Queue Service and click Stop.
Check for workflow activity
1. Open Windows Explorer and navigate to:
:Program Files\Microsoft CRM\Server\bin
2. If the hidden file WorkflowMessageQueue.DAT is empty, there is no workflow activity.
Stop the Microsoft CRM Workflow Service
1. On the Microsoft CRM server, on the Start menu, point to Programs, point to Administrative Tools, and click
Services.
2. Right-click Microsoft CRM Workflow Service and click Stop.
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Back up the Microsoft CRM databases
Make a copy (backup) of the Microsoft CRM databases listed below from the computer running SQL Server. You can use
your regular backup and restore procedures to make this copy, but include only the database files listed below. If you
followed the Microsoft Business Solutions CRM Implementation Guide in setting up your Microsoft CRM system, the
database files are located in the folder:
:\Program Files\Microsoft SQL Server\MSSQL\Data
The files are named:
• Organization_name_MSCRM
• Organization_name_METABASE
Important The names of these database files are case sensitive. It is critical that the _MSCRM part of the
Organization_name_MSCRM database file names be uppercase.
Important Use the procedure below to back up Crystal Reports. Crystal Reports requires additional processing
provided by the BackupCrystal.exe program.
Back up Crystal Reports
1. On the original Microsoft CRM server, copy the program BackupCrystal.exe and place it in a temporary folder. (This
program is located in the /Reports Tool folder. See the “Tools Installation” section above.”)
Note For Microsoft CRM version 1.0, you must also copy the files CrystalEnterpriseLib.dll and
CrystalInfoStoreLib.dll and place them in the temporary folder along with BackupCrystal.exe.
2. Run BackupCrystal.exe from a command prompt. Type:
BackupCrystal Administrator []
During Microsoft CRM Server installation, a Crystal Enterprise user is created with a user name of “Administrator”
with a blank password. The password will be blank, unless you have changed this password to a more secure password
by following the procedure on page 155 of the Microsoft Business Solutions CRM Implementation Guide Version 1.2.
A folder named reports will be created in the folder where you run BackupCrystal.exe. This folder will contain the
following files:
• PublishReports.exe
• Publish.xml
• Crmscrmpubaction.dll
• MSCRM1.2 (folder) (This folder contains all the actual reports.)
3. Copy this reports folder, (including all files and sub-folders) to the new Microsoft CRM server or to a CD-R or CDRW.
Step 3: Install Servers and Configure Users
Install all server applications for your new implementation, including:
• Active Directory domain controllers
• Microsoft SQL Server
• Microsoft Exchange Server (optional)
Important Do not install Microsoft CRM Server at this time. Microsoft CRM Server will be installed later in the
process.
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Use the installation procedures in the Microsoft Business Solutions CRM Implementation Guide Version 1.2. Depending on
your configuration, the procedures are in the following chapters:
• Chapter 12, "Installing Microsoft CRM on Windows 2000"
• Chapter 13, "Installing Microsoft CRM on Windows Server 2003"
• Chapter 14, "Installing Microsoft CRM on Microsoft Small Business Server 2000"
• Chapter 15, "Installing Microsoft CRM on Microsoft Windows Small Business Server 2003"
Create a new Active Directory parent OU and user accounts for the new system. User logon names created on the new
system do not have to be identical to those on the original system. When you create user accounts, keep the following in
mind:
• The user names on the new system can all be the same or they must all be different.
• The number of Microsoft CRM users created on the new system must match the number of Microsoft CRM users that
exists on the original system.
• If your new Microsoft CRM implementation is in the same Active Directory domain as your original Microsoft CRM
implementation, you can use the existing users for the new implementation if you are logged on as the original
installation user. Otherwise you must map to new users.
If an Exchange server is going to be part of your new system, you must also create an Exchange mailbox for each user. To
have the user created with an Exchange 2000 or Exchange Server 2003 mailbox, you must run Active Directory Users and
Computers on an Exchange server or any other server that has Exchange System Manager installed.
Use the following procedures for configuring your users to use the Microsoft CRM-Exchange E-Mail Router (the Router)
for unsolicited e-mail. How to redeploy the Router is discussed in the “Redeploying Other Microsoft CRM Components”
section later in this document.
Note Using the Router for unsolicited e-mail is optional.
Configure users
Note This procedure is necessary only if the user is either a queue user or wants to have all e-mail that is sent to him
or her created as e-mail activity records in Microsoft CRM.
1. Log on to the Exchange server as a user who is a member of the Domain Admins group.
2. On the Start menu, point to Programs, point to Microsoft Exchange, and then click Active Directory Users and
Computers.
3. Click View, and then click Advanced Features to enable viewing advanced feature property sheets.
4. In the console tree, click Users, right-click a user in the details pane, and then click Properties.
5. Click the Exchange Advanced tab and click Custom Attributes.
6. Select the first available extensionAttribute. (In a new installation, the first one should be available, however any
extension attribute may be used.) Click Edit.
7. Type CRMEmailEnabled, and click OK.
8. Click OK to close the Exchange Custom Attributes dialog box, and then click OK to close the Properties dialog
box.
Step 4: Restore the Microsoft CRM Databases
Restore the copy of the Microsoft CRM databases to the computer running SQL Server in the new system. If you follow the
Microsoft Business Solutions CRM Implementation Guide Version 1.2 in setting up your new Microsoft CRM system, the
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database files should be restored to the folder:
:\Program Files\Microsoft SQL Server\MSSQL\Data
If you are changing the organization name for the new system, you must change the names of the database files during the
restoration process. The following chart is an example of what needs to change:
Original_Organization_name_MSCRM… ? New_Organization_name_MSCRM…
Original_Organization_name_METABASE… ? New_Organization_name_METABASE…
Note The names of these database files are case sensitive. It is critical that the _MSCRM part of the
New_Organization_name_MSCRM database file names be uppercase.
Create an empty Crystal Reports database
1. On the computer running SQL Server in the new Microsoft CRM system, on the Start menu, point to Programs, point
to Microsoft SQL Server, and click Enterprise Manager.
2. Expand Microsoft SQL Servers, expand SQL Server Group, and then expand the SQL Server instance that contains
the Microsoft CRM databases.
3. Right-click Databases, and then click New Database.
4. Click the General tab, and in the Name field, type ,_CRMCRYSTAL, and click OK.
5. Close SQL Server Enterprise Manager.
6. Copy the reports folder and its contents (created in the procedure, “Install the User Data Export Wizard” in the previous
“Tools Installation” section) to a working or temporary folder on the new Microsoft CRM server. If you copied this
folder to a CD-R or CD-RW, place the disc in the CD drive of the new Microsoft CRM server. The files can be used
directly from the CD.
Important The Crystal Administrator password must be blank (in other words, there is no password) for this
procedure to operate correctly.
Step 5: Complete the Microsoft CRM Redeployment Wizard
Before you can perform this step, you must have the Microsoft CRM Redeployment Wizard installed on the computer
running Microsoft CRM Server in the new system. For more information, see the procedures in the previous “Tools
Installation” section. To use the Microsoft CRM Redeployment Wizard, you must be logged on as a member of the Domain
Admins group.
Use the Microsoft CRM Redeployment Wizard to define and map the users from the original Microsoft CRM
implementation to the new implementation. The following conditions apply to the user mapping process:
• The Microsoft CRM Redeployment Wizard will create the OU on the new system.
• A feature of the redeployment wizard is that if the same user who installed the original Microsoft CRM implementation
is installing the new implementation, automatic mapping will be enabled to map all users to the new implementation
using the original user names.
• Another feature of the redeployment wizard is that if a different user is installing the new Microsoft CRM
implementation, the redeployment wizard requires that all other users also be different. The redeployment wizard
facilitates mapping original users to new users.
• On the Locate Deployment Files page of the Microsoft CRM Redeployment Wizard the check box labeled Use
common names to map users to the current domain automatically is used to automatically map original users to
new user in the current domain based on the users Common Name.
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The following figure is the Edit User Mappings page of the Microsoft CRM Redeployment Wizard.
If you change the organization name from the original Microsoft CRM system, all user license assignments are removed,
except for the user who originally installed Microsoft CRM Server. Make sure you have a license key for your new
organization name. The new license key will be used during Microsoft CRM Server installation in Step 6 of the
redeployment process.
Use the Microsoft CRM Redeployment Wizard to finalize the database transformation to the new implementation.
Note The records transformed by the Microsoft CRM Redeployment Wizard in the new implementation will not have
data in the Primary E-mail Address field only when new users are created for the new implementation. You need to
complete this field in the Microsoft CRM application after it has been installed in Step 6. (All other user record data is
preserved.)
Complete the Microsoft CRM Redeployment Wizard
1. On the Start menu, point to Programs, point to Microsoft CRM, and then click Microsoft CRM Redeployment
Wizard.
2. Follow the instructions to complete the wizard.
Step 6: Install Microsoft CRM
Install Microsoft CRM on the computer in the new system and make sure to select the Connect to existing database option
during setup.
Important The user installing Microsoft CRM Server must be logged on as a member of the Domain Admins group
and must also have system-level administrative credentials in the new Microsoft CRM database.
Use the installation procedures in the Microsoft Business Solutions CRM Implementation Guide Version 1.2. Depending on
your configuration, the procedures are in the following chapters:
• Chapter 12, "Installing Microsoft CRM on Windows 2000"
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• Chapter 13, "Installing Microsoft CRM on Windows Server 2003"
• Chapter 14, "Installing Microsoft CRM on Microsoft Small Business Server 2000"
• Chapter 15, "Installing Microsoft CRM on Microsoft Windows Small Business Server 2003"
Each Microsoft CRM implementation must have the appropriate license to operate. For critical Microsoft CRM licensing
information, see the “Licensing Requirements” section earlier in this document.
Important Run PublishReports.exe from a command prompt. No command line parameters are required. You must
run this file before accessing any reports.
After the new Microsoft CRM system has been installed, Microsoft CRM Sales for Outlook (the Outlook client) may not be
able to go offline, because the Microsoft SQL Server …_MSCRMDistribution database was not created during the
redeployment process. This database needs to be created. Perform the following procedure to create the
…_MSCRMDistribution database.
Create the Microsoft SQL Server …_MSCRMDistribution database
1. Make sure your Microsoft CRM Server computer is started, including the Microsoft SQL Server.
2. Log on to the Microsoft CRM server as a user who is a member of the Domain Admins group and who has systemlevel
administrative credentials.
3. On the Start menu, point to Programs, point to Microsoft CRM, and then click Deployment Manager.
4. If necessary, expand Deployment Manager in the console tree.
5. Click Server Manager, and then right-click the Microsoft CRM server name in the details pane.
6. Click Configure SQL Server, and complete the wizard by accepting all the default values.
7. Close Deployment Manager.
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