Common tasks related to Environment movement of CRM

Here are Common tasks related to Environment movement of CRM

How to change SQL server instance name:

Check server instance name

select @@servername

Drop Old server:           

sp_dropserver <old_name>;
Go

Create new server

sp_addserver <new_name>, local;

Go 

Restart sql service is advisable

SQL server backup and restore

1.     Back up the Organization_MSCRM database and the MSCRM_Config database. To do this, follow these steps:

a.     On the computer that is running SQL Server, click Start, point to All Programs, point to Microsoft SQL Server 2008 r2, and then click SQL Server Management Studio.

b.     Expand Databases, right-click the Organization_MSCRM database, point to Tasks, and then click Back Up.

c.     Under Destination, add the location to save the backup file, and then click OK.

d.     Repeat steps 1b and 1c for the MSCRM_Config database.

Note If you must move more than one organization, repeat steps 1a-1d for each organization database.

1.     Restore the Organization_MSCRM database and the MSCRM_Config database on the new computer that is running SQL Server. To do this, follow these steps:

a.     On the new computer, click Start, point to All Programs, point to Microsoft SQL Server 2008 r2, and then click SQL Server Management Studio.

b.     Right-click Databases, and then click Restore Database.

c.     Under Destination to restore, type the name of the Organization_MSCRM database in the To database box.

d.     Under Source for restore, click From device, click the ellipsis button (...), add the Organization_MSCRM database, and then click OK.

e.     Click to select the Restore check box, and then click OK.

f.      Repeat steps 2b-2e for the MSCRM_Config database.

Note If you must move more than one organization, repeat steps 2a-2f for each organization database.

Windows server Backup using Windows server feature:

Go to Windows back up tool

Add

system state and C:\Program Files\Microsoft CRM\ for backup

 

Recovery of the specific will available as per the demand  

Configure SSRS:

1.     Open SSRS Configuration wizard 

    

 

 

 

 

Try to access report server

How to Re-connect MSCRM to New MSCRM_CONFIG and Org DB

1. Update the following registry subkeys on the computer that is running Microsoft Dynamics CRM Server:

o    configdb

o    database

o    metabase

To do this, follow these steps:

j.      On the computer that is running Microsoft Dynamics CRM Server, click Start, click Run, type regedit in the Open box, and then click OK.

k.     Locate the following registry subkey:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM

l.      Right-click configdb, and then click Modify.

m.    In the Value data box, change the data source to the name of the new SQL Server, and then click OK. For example, the string value in the Value data box should resemble the following:

Data Source=NewSQLServer;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

n.     Follow steps 3b-3d for the database subkey and for the metabase subkey.

Notes

o    If multiple Microsoft Dynamics CRM Roles are in your deployment, you must update the registry keys for all the server roles.

o    If you use the Microsoft Dynamics CRM Data Connector for SQL Server Reporting Services and if you are not moving the SQL Server Reporting Services server, you must update the configdb subkey on the computer on which the Microsoft Dynamics CRM Data Connector for SQL Server Reporting Services is installed.

1.     Configure the Microsoft Dynamics CRM Application to point to the new SQL Server and SQL Server Reporting Services. To do this, follow these steps:

a.     On the computer that is running Microsoft Dynamics CRM Server, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager.

b.     Click Organizations.

c.     Right-click the organization that you moved to the new computer that is running SQL Server, and then click Disable.

d.     Right-click the organization that you disabled, and then click Edit Organization.

e.     Type the new name of the SQL Server and the new URL for the SQL Server Reporting Services server.

Note This step publishes the reports that are in Microsoft Dynamics CRM to the new computer that is running SQL Server Reporting Services server that you specify.

f.      Click Next two times, and then click Apply.

g.     Right-click the organization that you disabled in step 4c, click Enable, and then click Yes.

 

configDB

Data Source=<servername>;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI

metabase

Provider=SQLOLEDB;Data Source=[SQLSERVER];Initial Catalog=[CRMDATABASE];Integrated Security=SSPI

database

Provider=SQLOLEDB;Data Source=[SQLSERVER];Initial Catalog=[CRMDATABASE];Integrated Security=SSPI

 

Install SSRS Connector:

 1.     In the ..\Server\amd64\SrsDataConnector folder [CRM Installer], 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.

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.

 

Update Web service URL

UPDATE

ConfigSettings

SET

[HelpServerUrl] = 'http://YourServerName:5555/'

 

UPDATE

Organization

SET

[ConnectionString] = 'Provider=SQLOLEDB;Data Source=YourDatabaseServerName;Initial Catalog=YourOrganizationDatabase;Integrated Security=SSPI',

[SqlServerName]

= 'YourDatabaseServerName',

[SrsUrl]

= 'http://YourReportingServerName/reportserver'

Update Server details in CRM DB

UPDATE

[Server]

SET

[Name] = 'YourServerName'

Common Issues Related to Environment

Registry values are corrupted. So take a look at MSCRM registry if you face any kind installation issues

·         Error rsReportServerNotActivated   while accessing report server 

Solution: delete encryptionkey in ssrs configuration wizard

 

·         Reports are not published after CRM 4.0 deployment or reports shows error.

Check your event viewer for proper description of error

Solution : <Program Files>\Microsoft Dynamics CRM\Tools\publishreports.exe

 

·         Error: Port 80 is available to configure report server or reports [This is not mandatory, you can configure report server in any port but if you want to release use below command

netsh http delete  urlacl  http://+:80/ReportServer/

 

·         Error: Microsoft CRM Setup.common.analyzer+CollectAction for failure of Installation

Solution: Mostly it is related to wrong registry settings of installed components