Importing an organization from crm 4.0 to crm 2011

I have recently done this so I thought I would note down the process.

If you want to see a video on the process view this blog post I wrote earlier

The first question you have to answer is how are you going to upgrade the environment, are you going to have a new CRM server. You will need to specify a different database instance from the CRM 4 instance because you cannot have CRM 2011 and CRM 4 running on the same database instance because you can only have one MSCRM_CONFIG database.

You will of course need to think about your customizations, I won’t go into that with the instructions below but you will need to check any .NET code, javascript and other extensions

I will assume you have sorted out your environment. One important point is you will need to know the url of reports server because you will be asked to paste this in, so you probably want to get this from one of the current organisations already setup on the server.

Apply the latest rollup to the CRM 4 organisation
make a backup of the database (you will use the bak file to restore into the new database)
restore the CRM 4 organisation database (name_MSCRM) to the database instance you are storing the CRM 2011 databases.
Open the Deployment Manager and choose import organisation.
select the database instance you restored the CRM 4 database
The restored CRM 4 database should appear in the list of potential organisations to restore.
You will be asked how you want to convert the users from the old database, unless you are on the same active directory domain then you probably want to do this manually and assign yourself as an Administrator user
it will then take quite a long time converting the database from CRM 4 to CRM 2011

hopefully you should now have an imported organisation

Surya October 3, 2011 / 3:17 pm

HI Ben,
i need some help in moving the organization from 4.0 to 2011. While installing 2011, we will create a default organization. Later when we move the organization from 4.0 to 2011, it gets added to the organization list. But the one created during installation stays as the default organization, how to make the new one as the default & remove the old one.

Thanks,
Surya N

LikeLike

- Hosk October 3, 2011 / 4:45 pm
  
  Hey Surya
  
  You can remove organisation in the Deployment manager application which you can access on the CRM server.
  
  if you open up the Deployment manager and click on organisations. You can then select installation organisation and choose disable. You can then delete this organisation if you want.
  
  I don’t think there is a default organisation in CRM 2011
  you
  
  LikeLike
  
Surya N October 3, 2011 / 5:44 pm

HI Ben,
I tried that, but then the link for ex: http://crmserver.com:5555/ gives an error & does not redirect me to the available organization. Since there is no options to make the existing one as default we have to access it only using “http://crmserver.com:5555/org1” how to fix this.

LikeLike