Import a Microsoft Dynamics CRM 2011 Organization

Import a Microsoft Dynamics CRM 2011 Organization

Import an organization in Microsoft Dynamics CRM 2011. The time to complete the import of the organization is dependent on multiple factors. These factors include the size of the database you are importing, the number of users, and the hardware used.

To do this, follow these steps.

1. Open Deployment Manager
   Open Deployment Manager by clicking Start, click Programs, click Microsoft Dynamics CRM 2011, and then click Deployment Manager.
   
2. Import the Organization
   Right-click Organizations, and then click Import Organization.
   Note: You will receive a message if you attempt to import into a Microsoft Dynamics CRM 2011 On-Premises SKU that allows only one organization per deployment. The message notifies you that proceeding will deactivate, but not delete, the existing organization.
   
3. Select the SQL Server
   In the Select SQL Server window, select the Microsoft SQL Server database that you restored in the SQL Server list, and then select the organization database in the Organization database list.
   
4. Specify the Organization Name
   Type a Display name and a Name for the Organization in the Specify the Organization Name window.
   Note The values you type do not need to match the name that you used in Microsoft Dynamics CRM Online.
   
   
5. Specify the Reporting Services Server
   In the Specify Reporting Services Server window, type the Microsoft SQL Server Reporting Services server URL for the organization in the Report Server URL field.
   
6. Select the Method for Mapping Users
   Select the appropriate method for mapping users from the Microsoft Dynamics CRM Online deployment to the Microsoft Dynamics CRM 2011 on-premises deployment. Users must already exist in Active Directory for the Microsoft Dynamics CRM 2011 on-premises installation. The installation wizard does not create the users automatically. To complete the mappings, the user running the import operation must be mapped to a user in Microsoft Dynamics CRM 2011.
   Note
   There are several options available in the Import Organization Wizard. Some options are not applicable for the migration from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM 2011 on-premises.
   The following list provides information about the methods available in the Import Organization Wizard. Note, these options will be presented after selecting "Select Custom Mapping Options" and clicking next:
   • Keep existing user mappings: Do not use this option when you migrate from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM 2011 on-premises. If you use this option, you will receive an error message and no users will be mapped.
   • Manually map users: You can use this option to manually map users in the Microsoft Dynamics CRM Online organization database to existing users in the target Active Directory.
   • Generate a new mapping file: Select this option to create a sample XML mapping file. Then, you can exit the wizard, modify the user mapping file to select how users are imported, and then run the Wizard again. The user mapping file is created in the drive:\Program Files\Microsoft CRM\Tools folder. The file contains the following information:
   <MappingConfiguration>
   <UserMapping old=" someone@example.com " new="" />
   </MappingConfiguration>
   Note
   UserMapping old=" someone@example.com" is the placeholder for the actual Windows Live ID of the source user in the Microsoft Dynamics CRM Online organization database.
   "new" is the placeholder for the actual user in the target Active Directory. You must use the format domain\username.
   • Auto-map users: Select this option if you want to automatically map the user settings by selecting from the following options:
   • Active Directory account name: Do not use this option when you migrate from Microsoft Dynamics CRM Online to Microsoft Dynamics CRM 2011 on-premises. This option attempts to match users based on Active Directory account name.
   • Microsoft Dynamics CRM full name to Active Directory full name: You can use this option to match users based on the First Name and the Last Name attributes from the Microsoft Dynamics CRM Online organization to the First Name and the Last Name values stored in Active Directory. Microsoft recommends you use this option if the names are consistent between the Microsoft Dynamics CRM Online deployment and the target Active Directory.
   • Prefix: This option is typically used for test purposes. This option matches users in Microsoft Dynamics CRM 2011 to existing users in Active Directory with a Prefix and a Start value. The value is numerically incremented, for example User1, User2, User3.
   • Use existing map file: This option uses the mapping file created in the Generate a new mapping file option.
   
7. Edit the User Mappings
   In the Edit User Mappings window, the suggested mappings from the Auto-map options can be reviewed or can be overriden to specify other user accounts. In most situations, an error will be received that not all users were mapped successfully.
   Note
   The enabled/disabled state of users is not visible in this window. If the Microsoft Dynamics CRM 2011 on-premises SKU allows only 5 or fewer users, you must consider this when you complete the mapping. You must be aware of which users are enabled in Microsoft Dynamics CRM Online and only map those users. It is possible to get into a situation where you have exceeded the number of allowed users.
   The best practice to follow when you import to a limited number of licenses is to disable users in Microsoft Dynamics CRM Online prior to requesting a copy of the Microsoft Dynamics CRM Online SQL Server database. If disabled Microsoft Dynamics CRM Online users are mapped in the import, those users cannot be reverted and the process must be restarted.
   
   If the setup user is left unmapped, you receive the following error. This user must be mapped prior to completing the import.
   
8. System Requirements
   In the System Requirements window, you receive the results of several environment diagnostic checks. If you receive a red alert in the System Requirements window, the issue must be resolved prior to completing the wizard. If you receive a yellow warning, you may proceed with the import.
   Due to versioning differences between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 on-premises, a warning may be received. This warning is expected and will not prevent the import from completing. After you complete the steps in this document, the versioning will be in correct.
9. Verify That You Are Ready to Install
   In the Ready to Install window, verify that the information is correct, and then click Import.
   
10. View the Log File
    After the import is complete, the Import Organization window appears. Click View the log file to view the log file that is created during the import. If the import is successful, click Finish.
    
    Note
    The log file is stored in the following directory
    <drive>:\Documents and Settings\<user>\Application Data\Microsoft\MSCRM\Logs
    

Posted in: CRM 2011 Infrastructure