Upgrade from Microsoft Dynamics CRM 4.0 Server 64-bit editions

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This section outlines the tasks that you must perform to run the actual in-place upgrade on a Microsoft Dynamics CRM server. If you encounter problems during the upgrade, see Troubleshooting installation and upgrade in this guide.

Warning

Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may impact the production deployment, we recommend that you migrate your deployment to Microsoft Dynamics CRM 2011. For more information, see “Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server” in Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions in this guide.

Important

We strongly recommend that you back up your existing Microsoft Dynamics CRM data, including all reports and customizations, before you run Setup to upgrade your system. In addition, we recommend the following backup strategy be implemented before you run Setup:

  1. Configure the Microsoft Dynamics CRM 4.0 databases by using a simple recovery model.

  2. Complete a full backup of all production configuration and organization databases and transaction logs.

For more information, see Backing Up the Microsoft Dynamics CRM System in the Operating and Maintaining Guide.

Important

  • If the Microsoft Dynamics CRM 4.0 deployment is configured for an Internet-facing deployment (IFD), after the upgrade is complete you must run the Configure Claims-Based Authentication Wizard and then the Internet-Facing Deployment Configuration Wizard to re-enable IFD. For more information about claims-based authentication and IFD, see the Microsoft Dynamics CRM 2011 Planning Guide and Deployment Manager Help.

  • The user who is running Microsoft Dynamics CRM Server Setup to upgrade an existing Microsoft Dynamics CRM deployment must be a member of the Deployment Administrators group. Additionally, the user must have db_owner permission on the Microsoft Dynamics CRM 4.0 databases and have sysadmin permission on the SQL Server. For more information about how to add a member to the Deployment Administrators group see the Deployment Manager Help. For more information about how to grant permission in SQL Server, see the SQL Server Management Studio Help.

Tasks to perform before the upgrade

To run the upgrade, follow these steps

  1. In the folder where the Microsoft Dynamics CRM files are located, move to the Server\amd64 folder, and then double-click SetupServer.exe.

  2. On the Welcome to Microsoft Dynamics CRM Setup page, we recommend that you click Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Click Next.

  3. On the Product Key Information page, type your product key in the Product key boxes, and then click Next.

    Note

    If you purchased Microsoft Dynamics CRM through a Microsoft Volume Licensing program, the license key is provided in the license.txt file, which is included in the Microsoft Dynamics CRM installation files.

  4. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept.

  5. If Setup detects that components are missing, the Install Required Components page appears.

    • If you have already installed the required components, this page will not appear.

    • If you have not installed the required components listed, you can install them now. Click Install. When the components are installed, the status column will change from Not Installed to Installed, and you can click Next to continue.

    Note

    If you are prompted to restart the computer, do so, and then start Setup again.

  6. On the Upgrade to Microsoft Dynamics CRM 2011 page, click Next to upgrade Microsoft Dynamics CRM.

  7. On the Specify E-mail Router Settings page, in the E-mail Router server name box, type the name of the computer where the E-mail Router will be installed. This computer will route Microsoft Dynamics CRM e-mail messages. If you will not install the E-mail Router you can leave this box blank. However, if you install the E-mail Router later you must add the computer where the E-mail Router service is running when you use Local System, or if you use a domain user account, the account, to the PrivUserGroup security group. Click Next.

  8. On the Organization Upgrade page, verify the display name and unique name of the organization, and then click Next.

  9. On the Select Microsoft Update OptIn page, you must select either of the following options. For more information about the legal terms and privacy with Microsoft Update licensing see Windows Update FAQ.

    • Use Microsoft Update when I check for updates (recommended). By selecting this option, Microsoft Dynamics CRM Server 2011 will use the Microsoft Update settings on the computer.

    • I don’t want to use Microsoft update. You should only select this option if the computer uses another method to install updates such as by using Microsoft Windows Server Update Services (WSUS).

  10. The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next.

  11. The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup.

  12. Review the Ready to Upgrade the Application page, click Back to correct any errors. When you are ready to continue, click Upgrade.

    When Setup completes successfully, the Microsoft Dynamics CRM Server Setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics CRM is installed, Setup provides an option to invoke Microsoft Dynamics CRM Reporting Extensions Setup.

  13. To install Microsoft Dynamics CRM Reporting Extensions on the computer now, select the Launch Microsoft Dynamics CRM Reporting Extensions Setup check box. Click Finish.

Important

  • After you install Microsoft Dynamics CRM Server 2011, you must install the Microsoft Dynamics CRM Reporting Extensions to create, run, and schedule reports in Microsoft Dynamics CRM. For instructions, see Install Microsoft Dynamics CRM Reporting Extensions in this guide.

  • You cannot install the Microsoft Dynamics CRM Reporting Extensions before you install or upgrade Microsoft Dynamics CRM Server 2011.

  • By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM web application is installed. If you use another method to compress HTTP communications, you may want to turn this feature off. To do this, start Internet Services (IIS) Manager, click the Web site, double-click Compression, and then clear the compression check boxes.

  • For an IFD deployment, after Microsoft Dynamics CRM Server Setup completes, you must configure claims-based authentication and the relying parties on the STS server. Then, run the Internet-Facing Deployment Configuration Wizard to complete the configuration. For more information about this configuration see Microsoft Dynamics CRM 2011 Post-Installation and Configuration Guidelines in this guide.

See Also

Concepts

Microsoft Dynamics CRM Server 2011 upgrade preparations
Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions

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