Sunday, 11 August 2013

Upgrading an existing Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics CRM 2011



Steps for upgrading an existing Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics
CRM 2011.
A major consideration in Microsoft Dynamics CRM 2011 is that it is only available in 64-bit editions. This means a simple upgrade on the same computer is not possible for installations of 32-bit editions of Microsoft Dynamics CRM 4.0.



Upgrade Method
Features
Consideration
In-Place
An existing Microsoft Dynamics CRM 4.0 server is
upgraded to Microsoft Dynamics CRM 2011. Program files
and the configuration and default organization databases
are upgraded.
Microsoft Dynamics CRM 4.0 Server and SQL Server
must meet installation requirements
Does not require new hardware
Simplest to perform
Harder to recover from failure
Only the default organization is upgraded
Other Microsoft Dynamics CRM 4.0 organizations must
be imported
Connect to
existing
deployment
Microsoft Dynamics CRM 2011 is installed on a new
server. During installation, the Connect to, and if
necessary, upgrade an existing deployment option is
chosen. The Microsoft Dynamics CRM 4.0 configuration
and default organization databases are upgraded during
installation.
Requires additional hardware for the Microsoft
Dynamics CRM 2011 Server
May require a new SQL Server or new instance of SQL
Server
The Microsoft Dynamics CRM 4.0 Server is unaffected
Only the default organization is upgraded
Other Microsoft Dynamics CRM 4.0 organizations must
be imported
Failure of upgrade requires a restore of the Microsoft
Dynamics CRM 4.0 databases
Migration
Microsoft Dynamics CRM 2011 is installed on a new
server. Setup creates a new configuration database on a new
SQL Server or on a new instance on the existing SQL
Server. After Setup is completed, the Microsoft Dynamics
CRM 4.0 organization databases are imported and
upgraded into the new deployment using the Import
Organization Wizard.
Requires additional hardware for the Microsoft
Dynamics CRM 2011 Server
Requires a new SQL Server or new instance of SQL
Server
The Microsoft Dynamics CRM 4.0 production system is
maintained until the final migration
The Microsoft Dynamics CRM 4.0 Server is not affected
Each Microsoft Dynamics CRM 4.0 organization must
be imported using the Import Organization Wizard in the
Deployment Manager
During the final migration, only the organization
database has to be upgraded, reducing downtime
Useful for establishing a test environment