Tuesday, March 31, 2009

Renaming Active Directory and Redeploy CRM

I came across an issue today that the client would like to rename their AD because of some business decisions. They are wondering how to move CRM under the new domain.  Well to move CRM from old domain to the new domain, here are the steps that you can follow:

  1. Backup the [Organization]_MSCRM database.
  2. Backup the custom reports if you have any.
  3. Uninstall CRM 4.0 from the CRM server.
  4. Remove the MSCRM_Config database.
  5. Reinstall CRM 4.0 and choose to setup a new Organization option during the install.
  6. Restore the existing [Organization]_MSCRM database.
  7. Logon to the CRM server and launch CRM Deployment Manager.
  8. Import existing organization and then follow the wizard to remap the users in the new AD.
  9. Verify that you can logon back to the CRM environment.

That’s it! If you run into any this issue in the future, now you can follow the steps above to redeploy CRM.

3 comments:

Neil Benson said...

Hi Darren, unfortunately this method has some drawbacks:

1. The Redeployment Wizard changes the organization ID, so all users will need to reconfigure their Outlook CRM client.
2. The Redeployment Wizard changes user and business unit GUIDs, but doesn't change any saved views that reference those GUIDs, so users will need to fix any saved views that filter on users or business units.

Darren Liu said...

Good Point Neil! Thanks for pointing that out.

Employer said...

Is there a better way to do this that won't invalidate the User and Org IDs?