Setting up a “mirror” of a production environment for dev/testing

by Bill Owens 4. August 2008 22:44
mscrmguy wrote this on Thursday, July 31, 2008

I recently needed to set up a “mirror” of a production system for use in development and testing. I had worked with the Redeployment tool in CRM v3 and I was interested to see how v4 worked. I was very happy when the v4 tool was *very* easy to use, and here are the steps I followed.

1. Used SQL 2005 to do a backup of the CRM v4 production databases
2. Using the VPC image distributed by Microsoft, I copied the .bak file to the VPC. I then did a restore of the database files to the VPC SQL instance. For some reason the SQL GUI did not work, so I used the following command (Names changed):
restore database OrgName_MSCRM from disk='C:\Temp\OrgName_MSCRM.bak' WITH MOVE 'OrgName_MSCRM' TO 'C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\ OrgName _MSCRM.mdf', MOVE ' OrgName _MSCRM_log' TO 'C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\ OrgName _MSCRM_log.LDF'

3. Once the DB was successfully restored on the VPC image, I fired up the CRM Deployment Manager, right-clicked on the “Organizations” item, and selected “Import Organization”
4. The next step asked me to specify the SQL server, and as soon as I did that the deployment manager found the organization I wanted to import
5. The next screen asked me for a name and a display name
6. Next input was the report server URL
7. The next steps involved the mapping of users. There are several options for this tep, I chose to simply “Manually Map Users”, and the only user I mapped was the Administrator which was mapped to the Litwareinc Administrator on the VPC. I got a warning that “All users are not mapped. Do you wish to continue?” and just clicked “Yes”
8. The next screen was simply the tasks verification screen, so I clicked “Next” and then on the next screen “Import”
9. And that was it! It took a bit of time and at the end I am able to access the org via http://moss:5555/orgname/loader.aspx

You can see the screens here but please note names are hidden:

http://www.mscrmguy.com/redeploy/redeploy.html

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About the author

I work for a consulting firm in Dublin Ohio called Affiliated Resource Group. For the last five years I have been spearheading our Microsoft Dynamics CRM practice. I have a deep appreciation for the Microsoft CRM platform and I am very excited about it. You might even describe me as a Microsoft CRM Advocate. I have many battle scars from my experience with the product and I’m constantly being asked questions about CRM and how-to-do something in it. Hence, this BLOG is to help disseminate that knowledge and information to everyone. As of last year I was posting links to many other blogs to help spread the knowledge, but now with the community.dynamics.com doing that for me, I will be following that practice unless a really juicy article catches my eye. Many people have asked where my post are for the first half of 2010, my company had me posting to another blog and maintain two was near impossible. I am now down to just this blog. So good luck and I hope that this blog may help in some way. If you have suggestions or questions, please email me them.

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The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

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