We are in the process of setting up a test configuration of CRM 3.0, using a
backup of our CRM 1.2 data. We are performing a 'clean installation' of CRM
3 on a new Windows 2003 Server machine, running SQL2005 on a separate Windows
2003 Server machine.
Our existing CRM 1.2 configuration has the c360 Activity Summary
customization installed.
Backups taken from existing CRM 1.2 databases, located on machine name CRM:
ART_MSCRM.bak
ART_METABASE.bak
distribution.bak
New databases created on new SQL2005 server, machine name CRM-SQL:
ART_MSCRM
ART_METABASE
distribution
SQL2005 databases restored from 1.2 backups, overwriting database.
At this point, the following changes are made to the SQL2005 ART_MSCRM
database to eliminate errors that were encountered previously regarding
indexes and invalid foreign keys:
1) To comply with amount of licenses available, set all but 9 evaluation
users in SystemUserBase to IsDisabled = 'True'
2) Removed the following Indexes:
Table: AccountBase
IndexName: clix_primary_contactid (Clustered)
PrimaryContactId - Ascending - uniqueidentifier - 16
- Identity No - Nulls Yes
Table: AccountBase
IndexName: ndx_lead_details (Non-Unique, Non-Clustered)
CustomerTypeCode - Ascending - int - 4 - Nulls Yes
AccountClassificationCode - Ascending - int - 4 -
Nulls Yes
Table: ContactBase
IndexName: clix_contactId (Clustered)
ContactId - Ascending - uniqueidentifier - 16 -
Identity No - Nulls No
Table: CustomerAddressBase
IndexName: ix_customeraddressbase_primarystate (Non-Unique,
Non-Clustered)
AddressNumber - Ascending - int - 4 - Identity No -
Nulls Yes
StateOrProvince - Ascending - nvarchar(50) - 100 -
Identity No - Nulls Yes
3) Added the following Foreign Keys (Relationships) to the ProductBase
table (All are set to No for “Check Existing Data on Create” and “Enforce for
Replication”):
Name: organization_products
OrganizationBase.OrganizationId =
ProductBase.OrganizationId
Name: price_level_products
PriceLevelBase.PriceLevelId = ProductBase.PriceLevelId
Name: subject_products
SubjectBase.SubjectId = ProductBase.SubjectId
Name: unit_of_measurement_products
uombase.uomid = productbase.defaultuomid
Name: unit_of_measurement_schedule_products
uomschedulebase.uomscheduleid =
productbase.defaultuomscheduleid
At this point, I can run CRM 3.0 Server Setup, enter the license code (10
licenses), enter the organization name, select the SQL server, choose to
connect to existing databases, choose to create a new Web Site, and choose
the Exchange Server with default settings.
During the system verification there is a warning regarding “Trust for
Delegation,” but I am logged on as a Domain Administrator so the trust should
be automatically granted during installation (as per MS documentation I read).
During the Database verification, the following error message is displayed:
Failure: Microsoft CRM 1.2 database export failed.
Click Help and the following is displayed: "Mal-formed XML found in
Microsoft CRM 1.2 Exported Saved Queries"
Examine the crm30svrsetup.log file and locate the following line: Error|
Check ExportXmlValidator : Failure: Microsoft CRM 1.2 database export failed.
Any insight on how to troubleshoot this issue is welcome. Thank you.
Matt S.
