Deploying CRM 4 Database Instance to Another Server

Our IT admin was once task to deploy an existing CRM 4 instance to another server for development purposes and he sought my help.

It's assume you have prior knowledge of SQL Server Management Studio, then do the following:
1) Backup the CRM database.
2) Install Microsoft SQL Server 2005 or 2008 on a new server
   2.a)- make sure SSRS feature checkbox is checked, this reporting services is required by CRM.
3) Install Dynamic CRM 4 to that same server.
4) Restore CRM database.



Now here's the detailed part on CRM 4 installation.

5) Open Deployment Manager (under All Programs/Dynamic CRM 4)
6) Right click Organizations, click Import Organization (click Yes when prompted).
7) On SQL Server box, type the name of the SQL server instance.
  7.a) Select the organization database in the Organization database box and click Next.
8) Type the display name and the name for the organization, and then click Next.
9) Type the URL in the SQL Server Reporting Services URL box, and then click Next.
    - You can find the URL from the Report Services Configuration Manager, under Web Service URL (don't confuse with Report Manager URL).
10) Select the method in the Method for the Mapping of the Users list, and then click Next.
    - In our case we have no existing mapping of users from clients, so I just selected Manual Mapping, and pick one particular user and mapped it to one of the computer user, e.g. administrator.
     10.a) Map the users, and then click Next.
11) Click Import.

Now you can test your newly deployed CRM 4 database, open IIS and select Microsoft Dynamics CRM and select browse site. Enter now the username (in our case administrator), and corresponding password, and you're all set.





No comments:

Post a Comment