Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro

Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro

Post by Boolean » Wed, 17 Jan 2007 12:27:02

I wanted to move my CRM Server to a Web Server, off of the SBS 2003 machine.
I accomplished this using CRM 3.0 Professional.

Now I would like to re-import my customizations and my data.

I'm just thinking out loud, but here is what I would presume the
requirements to be for this:

1. Uninstall the CRM 3.0 SBE Server from the SBS 2003 machine (after
backing everything up)
2. Delete the Existing CRM 3.0 / SQL 2005 Database
3. Install CRM 3.0 Pro on Web Server (Windows 2003 R2 Member Server) with
the Same Organization Name
4. Import the Customizations
5. Restore the Database

Like I said, I have "accomplished" the main goal of installing the CRM 3.0
Pro application on the Web Server, but I ran into a problem installing with
same organization name. I think this might have been because I didn't do
Step 2 -- delete the SQL database first. So I installed with a different
organizaton name to later find it unable to import customizations or restore

I would like to go back and try again, but I'm nervous about wasting a lot
of time if either Step 3, 4, or 5 won't work. I'm worried that it will not
be possible to import the SBE customizations / data into the Pro version.
(I'm sure it doesn't work if you don't have the same organization name!)

Please let me know if it is do-able to import customizations from SBE to Pro
IF you install the latter with same organization name...

Thanks much,


Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro

Post by Darren Li » Wed, 17 Jan 2007 12:48:46

Hi Boolean,

Just wondering why you not redeploy CRM using the redeployment tool? It
sound like all you have to do is redeploy it. If it's under the same
domain, you can install the CRM server against the database instead of
creating a new database.

Darren Liu
Crowe Chizek and Company


Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro

Post by Boolean » Wed, 17 Jan 2007 22:46:01

Can you install CRM 3.0 SBE on a member server? I thought it had to run on
the SBS box. The only thing I find is on page 14-1 of the Implementation
Guide, it says the following figure shows the components that must be
installed on the Windows Small Business Server 2003 => (that includes SBS,
AD DC, CRM Server, SQL Server, Exchange Server, Reporting Services)...There
is no discussion of installing the CRM Server on a member server in an SBS
2003 environment. Is it possible? I don't know, I didn't try it.