Migration process
In the process of Migrating CRM 2011 to 2013, the following stages involved to achieve the best migrated application.
Pre-Requisites Check:
In this stage the analysis is required on CRM application process, usage and data.
Below are the few list of points for CRM application Migration process,
In this stage the analysis is required on CRM application process, usage and data.
Below are the few list of points for CRM application Migration process,
- If organization Database is more than 100 GB, clustered SQL database environment and more capable hardware is required.
- JavaScript need to upgrade
- Plugins need to upgrade
- Custom workflows need to upgrade
- New URL is required to update in source client machines.
- Windows Server 2012 with Hyper-V
- Microsoft SQL Server 2012, Enterprise, 64-bit SP1
- The following SQL Server components must be installed and running on the computer that is running SQL Server:
- SQL word breakers
- SQL Server Agent service
- SQL Server full-text indexing
- Reporting Server: Microsoft SQL Server 2012, Enterprise/Standard, 64-bit SP1
- Internet Information Services (IIS)
- Microsoft Dynamics CRM 2013 - on Premise - Latest rollup
- Dynamics Email router
- Outlook CRM 2013 plugin
For CRM Application Migration to 2013, first Development environment has to upgrade and then Test environment and finally live environment.
Dev Migration Plan
For the dev environment upgrade, below are the list of activities has to be done.
Once import completed, below code areas has to be amend to make compatible with CRM 2013 version.
o JavaScript
o Plugin
o Custom Code
Test Migration Plan
Database Restore
Database Restore
- First the existing database has to restore into 2013 DB environment from 2011.
- By using CRM deployment manager tool, we need to import the 2011 organization database into 2013 environment. Automatically oob customization will convert into 2013 environment.
Code Amendments
Once import completed, below code areas has to be amend to make compatible with CRM 2013 version.
o JavaScript
o Plugin
o Custom Code
Test Migration Plan
Database Restore
The database restoration, and importing the organization will implement same as in dev migration plan.
Apply Amended Code
All the code areas amended in dev migration, has to import into Test application.
Testing
In this phase the testing is required on all components after all code amendments and if any customizations changes is loaded into Test application.
The first step in Live migration is data restore, the database has to copy from the 2011 live environment and need to restore into 2013 DB cluster environment.
Once database restored into 2013 DB box, by using deployment manger we have to import this organization database into CRM 2013.
In the import process, the existing user roles and mappings will update automatically along with customizations.
Apply Tested Code
Once the organization import is completed, we have to import the code files which are amended and tested in previous migrations.CRM Outlook Plugin Upgrade
Email Router Upgrade
Once live application migration is complete, we have to install the CRM 2013 E-Mail router into Email router box and configure with new URLs.
In this last step, we have to install the CRM 2013 outlook plugin into all the client machines.
After plugin installed, we need to configure with new CRM URL and need to apply the recommended settings.
Live Migration Plan
Database Restore The first step in Live migration is data restore, the database has to copy from the 2011 live environment and need to restore into 2013 DB cluster environment.
Once database restored into 2013 DB box, by using deployment manger we have to import this organization database into CRM 2013.
In the import process, the existing user roles and mappings will update automatically along with customizations.
Apply Tested Code
Once the organization import is completed, we have to import the code files which are amended and tested in previous migrations.CRM Outlook Plugin Upgrade
Email Router Upgrade
Once live application migration is complete, we have to install the CRM 2013 E-Mail router into Email router box and configure with new URLs.
In this last step, we have to install the CRM 2013 outlook plugin into all the client machines.
After plugin installed, we need to configure with new CRM URL and need to apply the recommended settings.