Hi All,
I got the complete steps to successfully import the organization in CRM 4.0
Production Machine.
1) Logon to CRM 4.0 on Production machine ( Go to Settings module select Customizations Entity click on Export Customizations.( this will export in the form of zip file and use the same zip file during Importing on development Machine )
2) Logon to SQL Server Database and take backup of the orgname_MSCRM database.
These are the above two things that we need to do on Production machine.
1) Logon to Development Machine ( Assuming it’s a new Setup )
2) Install Windows Server 2008 r2 Standard on Development machine.
3) Assign Static IP Address to a Network connection which is available. ( Ensure that you are connected to the Internet).
4) Go to Administrative Tool / Server Manager and Install Active Directory Domain Name Service.( Provide the Domain Name same as Production Machine )
5) Go to Administrative Tool / Server Manager and select File Services ( Under File Services select only Index File) and Web Server ( Select Application Development, under Security- Windows Authentication , and under IIS6 Metabase Compatibility
6) Install all the things mentioned in above point 5.
7) Install SQL Server 2008 r2 ( Complete ) and make sure all the SQL services are started successfully Report Service is one of the important Service which should be Started)
8) Restore the Production database in your development Server.
9) Create a new AD User such that the first name and last name should be exactly same as one of the User IDs First Name and Last Name in the Restored production database database.
10) Install CRM 4.0
11) Install Roll up 8 and Roll up 10 ( if not installed import organization will fail ).
12) Provide Admin Role for the User created in above pint 9. ( Make this user Deployment Manager Administrator in CRM / System Admin in Database / Add this User to Admin Group in AD )
13) The above 12th point is important and Mandatory.
14) Restart and login with the new ID.
15) Now start CRM Deployment Manager with the newly created ID.
16) Select Auto Map while importing the organization.
17) If you get error on the next screen you will see list of all the users select the user whose first name and last name matches with the logged in User.
18) And you should be able to complete the import organization successfully.
Thanks,
Prabhakar
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