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Microsoft Dynamics CRM (Archived)

Upgrade from CRM 2013 to CRM 2016 On-premise

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Hello, I am working on one scenario and I need some suggestion before upgrading from CRM 2013(SP1) on-premise to CRM 2016 on-premise.

There is one CRM environment with below infrastructure -

1. CRM Server

2. SQL Server

3. Reporting Server

4. Email Router Server

Now, I want to upgrade CRM 2013(SP1) to CRM 2016.

Phase 1 : I know first I have to migrate to CRM2015. 

In current environment, it has all separate boxes. And I have created one CRM 2015 of Trial version.

Now, using which method I shall do upgrade\migration to CRM 2015 version ?  Will Database restore method will work? Just restoring SQL (Config, content) databases would migrate everything? 

Phase 2 : Target 2016 environments are again separate with 4 Boxes. Will Database Restore work from One Single Box to Multiple boxes?

Will it require some special configuration before Database Restore? How will this work? 

Can anyone please help me understand this? I have already did dry run for Single Box upgrade process. It ran fine. I have confusion due to separate boxes.

Please suggest.

Thank you

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  • Suggested answer
    KZee Profile Picture
    on at

    Now, using which method I shall do upgrade\migration to CRM 2015 version ? Will Database restore method will work? Just restoring SQL (Config, content) databases would migrate everything?

    If you are looking to backup the current 2013 database, restore it on another SQL Server Instance and import it into CRM 2015 (Deployment manager) to upgrade it to 2015 then yes! I will go with that approach. You not need the config database for this upgrade. Just backup and restore the organization /content (ending with _MSCRM) database.

    Phase 2 : Target 2016 environments are again separate with 4 Boxes. Will Database Restore work from One Single Box to Multiple boxes?

    Will it require some special configuration before Database Restore? How will this work?

    Can anyone please help me understand this? I have already did dry run for Single Box upgrade process. It ran fine. I have confusion due to separate boxes.

    If you have four boxes and all of the boxes are part of one deployment (using same SQL server instance and config database) then you not need to worry about other three boxes. Once you import the 2015 organization database into 2016 deployment manager, all four boxes will have access to it. One thing you have to watch for is the email router. Let’s say two out of those four boxes are running email router then you would have to configure those email router individually.

    Please mark the answer as verified if it was helpful.

  • Verified answer
    Nick.Doelman Profile Picture
    1,947 Most Valuable Professional on at

    To answer your main question, you can transfer CRM databases from single box to multiple box environments, the key thing is the CRM database.  Note that just restoring will not work, you need to also run the CRM Deployment manager to import the CRM database to a new CRM system, it will upgrade if its one version behind or just import if it isn't.  You cannot "downgrade" or import databases older than 1 version.

    From what I am understanding you have a full CRM 2013 Environment with 4 boxes

    You ultimate goal is to have a CRM 2016 environment (4 boxes).

    I highly suggest you research/test the process and perhaps get some experienced help.  It will be worth it.

    From a very high level and from what little I know of your environment, here is how I would approach this:

    Set up a temporary system with everything (SQL, CRM 2015, SSRS, etc).  Since this is not going to be for production, you don't need to split everything out.  This is just for your "hop" from CRM 2013 to CRM 2016.  VMware or Hyper-V would work great for this.

    Back up your CRM 2013 org database (<<orgname_MSCRM>>) (in SQL).

    Restore the org database on your CRM 2015 temp environment (in SQL).

    Run the CRM 2015 Deployment manager that will both import and upgrade the database into CRM 2015.

    Make sure it works in CRM 2015.

    Back up your CRM 2015 org database (the one that just got upgraded) (in SQL)

    Prepare a new CRM 2016 environment (4 boxes if that works for you).

    Restore the CRM 2015 org database in the new CRM 2016 environment.

    Run CRM 2016 Deployment manager to import and upgrade the database.

    Fix any scripts, reports, etc.

    You should be good to go.  Retire your old CRM 2013.

    Like I said, research and ideally run through the whole process on a test run, noting steps, issues, etc.  Before you "go live".  This will be a significant multi-step project and should be treated as such.

    I can't stress enough to read the Microsoft documentation!

    Cheers

    Nick

  • MittalPatel Profile Picture
    on at

    @Nick and @Kashif, thank you for your responses.

    Almost I got which you are trying to say. I have just concern about CRM Reports and Email Router on Separate Box.

    One more thing, on target environment, they are not going to use Email Router. They need Server-side Sync method. From Settings > Email Configuration > There is a tool for migration from Email router to Server-side sync.

    So my question is after database restore, I will run Deployment manager. Still will i need to run this migration tool?

    Thank you

  • Suggested answer
    Nick.Doelman Profile Picture
    1,947 Most Valuable Professional on at

    Your custom reports are stored in the CRM database, so when you import the database via Deployment manager it will publish the reports for you on the Reporting server box.   (Deployment manager will ask you for the report server URL)

    For the email router to SSS, you likely do need to run that migration tool or manually re-setup all the user mailboxes.  I haven't used this particular tool so I really can't comment beyond what I have read.  I will say that server side sync is much more elegant that the Email router!

    I hope this helps!

    Cheers

    Nick

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