Geo located Instances - options

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Posted on by stuart

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We have a number of worldwide regional offices and would like to be able (for performance reasons) to host replicated, read-write, synced instances of our main CRM instance close to these regional offices. What are the options here? Has anyone else done anything similar?

Thanks

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ScottDurow 21 on at

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CRM Online offers multi-geo instances from a single tenant - but these instances are not automatically synced. You would need to carefully define your sync rules that then build a custom sync using something like the SSIS Toolkit from Kingsway soft.

Hope this helps,

Scott

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stuart 2,080 on at

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Thanks for the suggestion - unfortunately, as I should have mentioned, our organisation is not yet ready to take the leap into putting our CRM data into the online service. Therefore I'm having to consider other options....

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Rajkumar Rajaraman on at

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Stuart,

Refer this:

technet.microsoft.com/.../dn722373.aspx

Hope this helps.

Regards,

R.Rajkumar

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stuart 2,080 on at

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Hi - thanks but I take it you didn't see my latest addition that we cannot use an online option?

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Mahendar Pal 45,095 on at

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Hi,

(Assuming you are not use CRM Online ?)Have though of copy your complete database to your new server : technet.microsoft.com/.../hh699676.aspx ,

and after that you can replication/synchronization method in place to keep both the server syn. You could consider using SQL server replications: msdn.microsoft.com/.../ms151198.aspx or any third party synchronization option

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stuart 2,080 on at

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Hi - thanks - sql replication is definitely what we're starting to consider. What we're not sure of is it possible to take a crm sql db, import it into a different crm deployment (the regional one) and somehow keep it automatically synced with the main one? Surely each crm deployment has a specific url etc? What are the details behind this replication?

We're also considering how to still allow the regional office to make changes to their data within the main data set? Do they access the copied sql for read actions but sonehow get redirected to the main crm instance for any read\write operation?

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ScottDurow 21 on at

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There isn't any supported way of using SQL Server replication to sync your geo-located instances together - and although you might be able to do it in an unsupported way I would recommend against it.

Firstly - make sure that it isn't feasible to have a single instance...

You then need to define the rules for what can be updated and what is read-only in each instance. You could use Business Units to define which data is 'owned' by each instance and that would be read only in all other instances - then it is simply a case of using SSIS to sync data to other instances.

For reference data (e.g. product catalogs etc.) you could have a central master instance that sends updates to all other geo instances where the data is read only.

Then for data that can be updated in all instances (.e.g accounts perhaps) you would have to define rules for preventing race-conditions and conflicts.

It is definitely achievable (I've done it before) - but you need to define the business rules around the data rather than simply saying that each instance is a replica of the other. Some data is always only going to be local to a specific geo-instance such as the audit trail and workflow processes etc.

Hope this helps,

Scott

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