IN Place Upgrade
of CRM 4.0 to CRM 2011:
Active Directory related check
The
following Active Directory groups are added as per CRM isntalltion. When the
Active Directory domain is set to Native Mode, this group must be of the type Domain Local Security or Universal Security.
So we have to check the present level of CRM 4.0 environment
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Group
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Description
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PrivReportingGroup
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Privileged Microsoft Dynamics CRM user
group for reporting functions. This group is created during Microsoft
Dynamics CRM Server Setup and configured during Microsoft Dynamics CRM
Reporting Extensions Setup.
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PrivUserGroup
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Privileged Microsoft Dynamics CRM
user group for special administrative functions; including CRMAppPool
identity (domain user or Network Service). The users who configure Microsoft
Dynamics CRM Server 2011 must be added to this group.
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SQLAccessGroup
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All server processes/service accounts
that require access to SQL Server; including CRMAppPool identity (domain user
or Network Service). Members of this group have db_owner permission on the
Microsoft Dynamics CRM databases.
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ReportingGroup
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All Microsoft Dynamics CRM users are
included in this group. This group is updated automatically as users are
added and removed from Microsoft Dynamics CRM. By default, all Microsoft
Dynamics CRM Reporting Services reports grant Browse permission to this
group.
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How
to Check this?
1. Get the
GroupId’s using below SQL command on
use MSCRM_CONFIG
go
select '<GUID='+CAST(PrivilegeReportGroupId
as Varchar(50))+'>' [PrivilegeReportGroupId],
'<GUID='+CAST(PrivilegeUserGroupId as Varchar(50))+'>'[PrivilegeUserGroupId],
'<GUID='+CAST(ReportingGroupId as Varchar(50))+'>'[ReportingGroupId],
'<GUID='+CAST(UserGroupId as Varchar(50))+'>'[UserGroupId],
'<GUID='+CAST(SqlAccessGroupId as Varchar(50))+'>' [SqlAccessGroupId]
FROM ConfigSettings
2. Check the
Status of Group in AD using LDP.exe or AD search functionality
3. If there is
any change please update the level.
Data base check
Maximum number of attributes
exceeded
CREATE VIEW failed because column 'column_name' in view 'view_name'
exceeds the maximum of 1024 columns.
SELECT COUNT(*)
FROM INFORMATION_SCHEMA.COLUMNS
WHERE table_catalog = 'organization_MSCRM'
-- the database
AND table_schema = 'dbo' -- or whatever your
schema is
AND
table_name = 'incident'
-- select speecific table
Remove custom database
objects
We suggest that, if you have added custom database objects such as
triggers, statistics, stored procedures, and certain indexes, you remove those
objects from the configuration and organization databases. In many cases,
Microsoft Dynamics CRM Server Setup displays a warning when these objects are
detected.
How
to Check this?
use <orgname>_MSCRM
go
select type,* from sys.objects Where type='p' and name not like 'p_%'
select type,* from sys.objects Where type = 'TR'
Data base cleanup
Clean Asynoperationbase Table.
This will improve Upgrade performance
How
to do this?
Run this Query against <ORGCRM>_mscrm
IF EXISTS (SELECT name from sys.indexes
WHERE
name = N'CRM_AsyncOperation_CleanupCompleted')
DROP Index AsyncOperationBase.CRM_AsyncOperation_CleanupCompleted
GO
CREATE NONCLUSTERED INDEX
CRM_AsyncOperation_CleanupCompleted
ON [dbo].[AsyncOperationBase] ([StatusCode],[StateCode],[OperationType])
GO
declare @DeleteRowCount int
Select @DeleteRowCount = 2000
declare @DeletedAsyncRowsTable table (AsyncOperationId uniqueidentifier
not null primary key)
declare @continue int,
@rowCount int
select @continue = 1
while (@continue = 1)
begin
begin tran
insert into @DeletedAsyncRowsTable(AsyncOperationId)
Select top (@DeleteRowCount) AsyncOperationId from
AsyncOperationBase
where
OperationType in (1, 9, 12, 25, 27, 10) AND StateCode = 3 AND StatusCode in (30, 31,32)
Select
@rowCount = 0
Select
@rowCount = count(*) from
@DeletedAsyncRowsTable
select
@continue = case
when @rowCount <=
0 then 0 else 1
end
if (@continue = 1) begin
delete
WorkflowLogBase from WorkflowLogBase W, @DeletedAsyncRowsTable d
where
W.AsyncOperationId =
d.AsyncOperationId
delete
BulkDeleteFailureBase From
BulkDeleteFailureBase B, @DeletedAsyncRowsTable
d
where
B.AsyncOperationId =
d.AsyncOperationId
delete
WorkflowWaitSubscriptionBase from
WorkflowWaitSubscriptionBase WS,
@DeletedAsyncRowsTable d
where WS.AsyncOperationId = d.AsyncOperationID
delete
AsyncOperationBase From AsyncOperationBase A, @DeletedAsyncRowsTable d
where
A.AsyncOperationId =
d.AsyncOperationId
delete
@DeletedAsyncRowsTable
end
commit
end
DROP INDEX AsyncOperationBase.CRM_AsyncOperation_CleanupCompleted
Change/run deletion service
Change deletion service. This
will improve Upgrade performance
How
to do this?
USE MSCRM_CONFIG
UPDATE dbo.ScaleGroupOrganizationMaintenanceJobs
SET NextRunTime = getdate()
WHERE OperationType = 14
Use
dbo.ScaleGroupOrganizationMaintenanceJobs to check the
status of this service
Increase Timeout
Increase Timeout. It will dilimit
the chances of Failure on Upgrade
How
to do this?
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Method 1: Add the OLEDBTimeout and the ExtendedTimeout registry
subkeys to increase the time-out values
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Warning Serious problems
might occur if you modify the registry incorrectly by using Registry Editor
or by using another method. These problems might require that you reinstall
your operating system. Microsoft cannot guarantee that these problems can be
solved. Modify the registry at your own risk.
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1. Click Start, click Run,
type regedit, and then click OK.
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2. Locate the following registry
subkey:
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HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
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3. Right-click MSCRM, point
to New, and then click DWORD Value to create a new DWORD value.
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4. Rename the DWORD value to the
following value:
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OLEDBTimeout
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NOTE: This value is
case sensitive
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5. Right-click the DWORD value, and
then click Modify.
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6. In the Edit DWORD Value
dialog box, type 86400 in the Value data box, click Decimal
in the Base option, and then click OK.
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Note According to the
requirement of the computer that is running SQL server and the number of
customization files, the value can be larger than 86400. The value of 86400
is equivalent to 24 hours. This should only be done temporarily or as a
troubleshooting step. The recommended value of this is between 30 and
300. Leaving this setting too high can result in performance issues.
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7. Right-click MSCRM, point
to New, and then click DWORD Value to create a new DWORD value.
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8. Rename the DWORD value to the
following value:
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ExtendedTimeout
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9. Right-click the DWORD value, and
then click Modify.
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10. In the Edit DWORD Value
dialog box, type 1000000 in the Value data box, and then click OK.
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Notes
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In the Value data box, you
can type a value that is larger than 1,000,000. However, do not type a value
that is larger than 2,147,483,647. This is hexadecimal 0x7FFFFFFF.
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Important: If this key
already exists, notice the current value. After you have completed the import
or the upgrade for Microsoft Dynamics CRM, set the value of this key back to
the original value or delete the key if it did not previously exist. The
default OLEDBTimeout value is 30 seconds.
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Method 2: Modify the parameters in two different Web.config files
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1. Click Start, click All
Programs, click Administrative Tools, and then click Internet
Information Services (IIS) Manager.
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2. Expand the server name, and then
expand Web Sites.
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3. Right-click the Microsoft CRM
v3.0 Web site or the Microsoft CRM v4.0 Web site, and then click Open.
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4. Right-click the Web.config file,
click Open With, and then click Notepad.
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5. In Notepad, locate the following
line.
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<httpRuntime
executionTimeout="300" maxRequestLength="8192"/>
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6. Change
executionTimeout="3600" and change
maxRequestLength="20000".
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7. Save and then close the
Web.config file.
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8. In the directory in which you
opened the Web.config file, open the MSCRMServices folder.
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9. Right-click the Web.config file,
click Open With, and then click Notepad.
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10. In Notepad, locate the
following line.
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<httpRuntime
maxRequestLength="8192"/>
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11. Change
maxRequestLength="20000".
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12. Save and then close the
Web.config file.
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Important: After
completing the action that requires the above changes to the web.config file,
these parameters should be reset to their default values.
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Verify /Remove Plugins
Plug-in registration
verification
You can use the Plug-in Registration Tool for Microsoft Dynamics
CRM 2011 to verify plug-in assembly registration information. The Plug-in
Registration tool is provided as a source code sample in the Tools folder of
the Microsoft Dynamics CRM SDK download. Review the instructions provided in
the Tools/PluginRegistration/Readme.docx file for more information about the
tool and how to build it.
How
to find all plugins?
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SELECT Name, CASE SourceType
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WHEN 0 THEN 'Database' WHEN 1 THEN 'Disk' WHEN 2 THEN 'GAC' END AS 'Location' FROM PluginAssembly
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WHERE Name NOT LIKE 'CompiledWorkflow%'
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Un Install SRS Connector
·
Uninstall Microsoft Dynamics CRM 4.0 Connector for SQL Server
Reporting Services if it is installed on the same computer where Microsoft
Dynamics CRM Server 2011 is installed.
Tasks to perform before the upgrade
·
Recommended that you apply the Latest Update Rollup for Microsoft Dynamics CRM 4.0.
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Log on to your domain as a user who has administrator-level
permission.
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Make sure that the Microsoft Dynamics CRM server that you are
upgrading is connected to the Internet.
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Increase Paging Memory if you are using Virtual Machine
To run the upgrade, follow these steps
Log
on to your domain as a user who has administrator-level permission.
·
Make sure that the Microsoft Dynamics CRM server that you are
upgrading is connected to the Internet..
·
Uninstall Microsoft Dynamics CRM 4.0 Connector for SQL Server
Reporting Services if it is installed on the same computer where Microsoft
Dynamics CRM Server 2011 is installed.
1.
In the folder where the Microsoft Dynamics CRM files are located,
move to the Server\amd64 folder, and then double-click SetupServer.exe.
2.
On the Welcome to Microsoft Dynamics CRM Setup page, we
recommend that you click Get updates for Microsoft Dynamics CRM, to make
sure that Setup has the most recent installation files. Click Next.
3.
On the Product Key Information page, type your product key
in the Product key boxes, and then click Next.
4.
On the License Agreement
page, review the information and if you accept the license agreement, click I
accept this license agreement, and then click I Accept.
5.
If Setup detects that components are missing, the Install
Required Components page appears.
·
If you have already installed the required components, this page
will not appear.
·
If you have not installed the required components listed, you can
install them now. Click Install. When the components are installed, the
status column will change from Not Installed to Installed, and
you can click Next to continue.
6.
On the Upgrade to Microsoft
Dynamics CRM 2011 page, click Next to upgrade Microsoft Dynamics CRM.
Use service accounts for different services to Run. It is recommend
to not use administrator for all
services.
Tips:
·
Application Service.
This service runs the Microsoft Dynamics CRM web application that is used to
connect users to CRM data.
·
Deployment Web Service .
Manages the deployment by using the methods described in the Microsoft Dynamics
CRM 2011 Deployment Software Development Kit, such as create an organization or
remove a Deployment Administrator role from a user.
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Sandbox Processing Service .
Enables an isolated environment to allow for the execution of custom code, such
as plug-ins. This isolated environment reduces the possibility of custom code
affecting the operation of the organizations in the Microsoft Dynamics CRM
deployment.
·
Asynchronous Processing Service.
Processes queued asynchronous events, such as bulk e-mail or data import.
Permission required to successful Upgrade for Service accounts
All Service account should have Domain Users membership
Asynchronous Service and Sandbox Processing Service “performance
Log Users security group”
If you select to run the ASP.NET service under a domain
user account that is not a domain administrator or a local administrator, you
must set a local security policy after you install Microsoft Dynamics CRM
Server 2011 for the ASP.NET service to work correctly. Ie you have to give
permission to these accounts to run service locally by using group policy edit.
7.
On the Specify E-mail Router Settings page, in the E-mail
Router server name box, type the name of the computer where the E-mail
Router will be installed. This computer will route Microsoft Dynamics CRM
e-mail messages. If you will not install the E-mail Router you can leave this
box blank. However, if you install the E-mail Router later you must add the
computer where the E-mail Router service is running when you use Local System,
or if you use a domain user account, the account, to the PrivUserGroup security
group. Click Next.
9.
On the Organization Upgrade page, verify the display name
and unique name of the organization, and then click Next.
10.
On the Select Microsoft Update OptIn page, you must select
either of the following options. For more information about the legal terms and
privacy with Microsoft Update licensing see Windows
Update FAQ.
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Use Microsoft Update when I check for updates (recommended). By
selecting this option, Microsoft Dynamics CRM Server 2011 will use the Microsoft
Update settings on the computer.
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I don’t want to use Microsoft update. You should only select
this option if the computer uses another method to install updates such as by
using Microsoft Windows Server Update Services (WSUS).
11.
The System Checks page appears. This page is a summary of
all requirements and recommendations for a successful installation. Errors must
be resolved before installation can continue. If no errors, or only warnings
appear, you can continue with the installation. To do this, click Next.
12.
The Service Disruption Warning page appears. This page
lists all services that will be stopped or restarted during Setup.
Note: All Marked items will change according to the environment
details
13.
Review the Ready to Upgrade the Application page, click Back
to correct any errors. When you are ready to continue, click Upgrade.
When Setup completes successfully, the Microsoft Dynamics CRM
Server Setup completed page appears. If the Reporting Server instance that you
specified during this Setup points to the local computer where Microsoft
Dynamics CRM is installed, Setup provides an option to invoke Microsoft
Dynamics CRM Reporting Extensions Setup.
14.
To install Microsoft Dynamics CRM Reporting Extensions on the
computer now, select the Launch Microsoft Dynamics CRM Reporting Extensions
Setup check box. Click Finish.
Note:
make a close look on the memory usage and Disk Usage
Tip:
If
Disk Usage is high and probability of out of space, Restrict SQL growth in
fixed and define maximum growth of Log file in SQL server
To install the CRM Reporting Extensions, locate the Microsoft
Dynamics CRM installation files, and follow these steps:
1.
In the ..\Server\amd64\SrsDataConnector folder, double-click SetupSrsDataConnector.exe.
2.
On the Welcome to Microsoft Dynamics CRM Reporting Extensions
Setup page, select whether you want to update Microsoft Dynamics CRM Server
Setup. We recommend that, if updates are available, you let Setup download the
latest version. To do this, click Update installation files, wait until
the update process is complete, and then click Next.
3.
On the License Agreement page, review the information and,
if you accept the license agreement, click I accept this license agreement,
and then click I Accept.
4.
If Setup detects that components are missing, the Install
Required Components page appears.
a.
If you have already installed the required components, this page
will not appear.
b.
If you have not installed the required components listed, you can
install them now. Click Install. When the components are installed, the
status column will change from Missing to Installed, and you can
click Next to continue.
5.
On the Specify Configuration Database Server page, if you
are using the default instance of the SQL Server, enter the name of the
computer that is running SQL Server and contains the Microsoft Dynamics CRM
configuration database that is named MSCRM_CONFIG, and then click Next.
6.
On the Specify SSRS
Instance Name page, select a Microsoft SQL Server Reporting Services
instance that will be used for Microsoft Dynamics CRM reporting, and then click
Next.
7.
On the Select Microsoft Update OptIn page, select whether
you want to use Microsoft Update for checking for updates for your Microsoft
products, and click Next. We recommend that you use the Microsoft Update
to check for updates because this keeps your computer up-to-date and secure.
8.
On the Select Installation Location page, click Browse,
and select a path where you want to install CRM Reporting Extensions, and then
click Next.
9.
The System Checks page appears. This page is a summary of
the requirements for a successful CRM Reporting Extensions installation. Errors
must be corrected before installation can continue. All errors must be
resolved. If no errors or only warnings appear, you can continue with the
installation. To do this, click Next.
Tip: It would be better to use separate service account for
Reporting service. Otherwise some warning will populate in system Checkup
10.
Review the Ready to Install Microsoft Dynamics CRM Reporting
Extensions page, and then click Back to correct any errors. When you
are ready to continue, click Install.
11.
When Setup completes successfully, the Microsoft Dynamics CRM
Reporting Extensions Setup Completed page appears. Click Finish.
12.
Install Report Authoring Extension
The reports will be published for the default organization.
Roll Up Installation
Install Update Rollup 6
Note: It
might require Restart of the Server
Install Roll Up CRM 2011
rollup 15
Email Router Setup
Common Error’s
Error
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Microsoft
Dynamics CRM Setup
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Action
Microsoft.Crm.Setup.Server.GrantConfigDBDatabaseAccessAction failed.
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The
login already has an account under a different user name.
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Retry Cancel
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Resolution:
Usually this will be some duplicate
account in database as well as server. Remove account from database and retry
Error:
Plugin
is able to remove using Plugin registration tool which had a dependency error
Resolution:
delete step manually and delete plugin assembly
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update PluginType
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set DeletionStateCode=2
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where Typename='AuditTrail.Plugin'
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