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Microsoft Dynamics CRM (Archived)

cloning a test to prod

Posted on by 40

hi 

We had a vendor set upa test/dev environment in CRM 2016 they then "cloned" this to a production version

I am not sure what cloned means  they have different Organizations crmrecruit and crmrecruit but that have the exact same bussiness unit crmrecruittest. Now when we add a user in eiterthey magically show up in the other which is not what we want for prod and test. Any idea how to stop this from happening? 

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  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: cloning a test to prod

    Hi Rob,

    My instructions were for CRM Online.  There's specific feature called "Clone" in CRM Online.

    Usually, when I setup On-Premises infrastructure for DEV, TEST, UAT and PROD, I usually setup the base infrastructure first and import and configure the all solutions and document the steps to make sure the deployment process is repeatable and documentation is accurate.  Every change goes through to PROD as a solution and only after validated in DEV, TEST, UAT with proper release management.

    You may need to go back your vendor and get more information on how they setup the cloned environment to figure out what the issue is.

    Cheers,

    Nadeeja

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: cloning a test to prod

    Hi

    Check your vendor is there any sql replication was done for cloning. If it is then tell them to remove it.

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: cloning a test to prod

    Sounds like they might be doing literal SQL database replication.  They need to make separate databases that are not linked.  

    If they want, they can do a simple copy from one to the other once.  After that, all users added, and their permissions, etc. will be in both places if they keep copying them over, or backing one up to the other.

  • Rob M Profile Picture
    Rob M 40 on at
    RE: cloning a test to prod

    I am using CRM 2016 on premise non of that look familiar to me ...how would that stop the replication I speak of

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: cloning a test to prod

    Hi Rob,

    When you have more than one CRM Instance, it is recommended you create a security groups (i.e. PROD GROUP, TEST GROUP) in Office 365 and assign the relevant security group to each CRM instance.  Then you can add only the required users each security group.

    In Office 365 Admin Portal - Create Security Group

    Assign-Security-Group-to-CRM-Instance.PNG

    In Dynamics 365 Administration Center

    Assign-Security-Group-to-CRM-Instance.PNG

    Hope this helps.

    Cheers,

    Nadeeja

    ** Please mark the answer as verified, if the solution worked for you **

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