Moving Microsoft CRM 3.0 To A New Server

Moving CRM to a new server, was suppose to be an easy task, according to various Blog posts and Microsoft’s articles. Well i have news for them its not under some circumstances.

What are these circumstances? If you are trying to reinstall CRM with a Host header, for example crm.domain.com.au. then expect lots of:
 CRM Error

Why? Good question…. I cant answer that one, perhaps MS can?!
However I do have a fix for you, simply install the CRM using the default or a website that you have created, ensure that the bindings are not set, by this i mean ensure that ‘all unassigned’ is set at IP address Level, use the port that you want (which i would assume is port 80 being std) and leave it at that. (if you have something using these details, you have a few choices, the easiest one would be stop the application and then install CRM and start it back up again after you have completed all your CRM restoration

Once you have completed the install then add a Host header to your Bindings in IIS. The reason I was so persistent on using a Host header is because I had to as we have other web apps that are using the Server name, so therefore I was unable to use the standard server host name, as we were doing previously.

So the steps in brief from start to finish.

1. Backup you existing 2 SQL databases MSCRM and METABASE.
2. Restore your 2 Databases to your New SQL server, using the exact same naming convention.
3. Ensure your SQL Reporting Services are working correctly (yes you can use SQL 2005, as the installation is misleading and indicates that you can not)
3. Start the installation App
4. enter your Lic Key
5. Agree to terms and conditions (make sure you read them and agree with them)
6. Install any missing Components
7. Enter your Organisation’s Name, again make sure this is exactly the same as the previous install
8. Choose your install directory
9. Choose the website or create a new one (I recommend creating a website Prior to the install or using the default, and remember about the bindings / host header issues)
10. Choose your SQL Server and Databases
11. Connect to the SQL Reporting Services Server
12. Specify your Security account (default is OK)
13. Input the incoming and outgoing SMTP servers
14. The it does its check make sure you read all warnings that come up if you get any. Try to get the screen to have all green ticks, if its an error obviously you have to correct that before installing.
15. Go and enter that host header in now, and then start any other applications that were using the same Bindings as the CRM IIS entry.

Good luck


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