Dynamic CRM 2013 Learning Notes (vi) Backup and recovery

In this section we will discuss how to maintain CRM, including the following main content:

1. Back Up CRM DB
2. Back up your CRM system
3. Restore CRM DB
4. Restoring the CRM system

First, back up CRM DB

The following steps will create a maintenance plan for CRM DB:

1. Open SQL Server Management Studio

2. Right Jian management–> maintenance plans, select Maintenance Plan Wizard

3. On the Select Plan Properties page, take a name because we only create one sechedule, so select single sechedule for the entire Plan or no schedule

4. On the Select Maintenance Tasks page, select Back to Database (full) to backup the entire DB

5. On the Define database check Integrity Task page, check the check database Integrity; In the Databases drop-down box, tick the following db:

Master
Msdb
MSCRM_Config
<organizationname>_mscrm
ReportServer
ReportServerTempDB
MSCRM_Config
<organizationname>_mscrm

6. Then select the backup path and do not compress the backup:

7. After this wizard is completed, then there will be a <maintenanceplan_name> under SQL Server agent–> Jobs;. subplan_1 job, rename it, right-click Properties, select Schedules:

8. Select the appropriate schedule to complete the automatic backup.

Second, back up the CRM Server

Back up the following CRM server content

1. The directory where the CRM program files are located:

C:\Program Files\Microsoft Dynamics Crm\

C:\Program Files\Microsoft Dynamics CRM Reporting extensions\

2. directory where the website is located:

C:\Program Files\Microsoft Dynamics Crm\crmweb

3. Registration form:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM XXXX

4. In addition, through the settings in the upper-right corner of the CRM system, write down the current CRM version number to ensure that the version is consistent at the time of recovery

Third, restore CRM DB

1. Open SQL Server

2. Restore the following DB, <backup_device> is the bak file you backed up earlier, such as C:\MS_CRM_Master_DB_Backup\master.bak:

RESTORE DATABASE master from <backup_device> with REPLACE
RESTORE DATABASE msdb from <backup_device> with REPLACE
RESTORE DATABASE mscrm_config from <backup_device> with REPLACE
RESTORE DATABASE <Organization_MSCRM> from <backup_device> with
RESTORE DATABASE reportingserver from <backup_device> with REPLACE
RESTORE DATABASE reportingservertempdb from <backup_device> with

3. Reinstall CRM, select Connect to existing DB when specifying deployment options

Iv. Recovery of CRM system

1. Install the system, and note that the same version is maintained before the backup

2. Replace ISV.config with previously backed-up files, Web. config (default in c:\Program Files\Microsoft Dynamics Crm\crmweb)

3. Restore the Registry CRM information

Dynamic CRM 2013 Learning Notes Series Rollup

Dynamic CRM 2013 Learning Notes (vi) Backup and recovery