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Introduction

Microsoft Dynamics™ CRM 3.0 provides a flexible and scalable customer relationship management application for your company. Microsoft CRM uses Microsoft® SQL Server™ database software for its data storage and integrates tightly with Microsoft SQL Server Reporting Services to provide some of the Microsoft CRM reporting capabilities. Although Microsoft CRM supports both Microsoft SQL Server 2000 and Microsoft SQL Server 2005 for its database platform, many customers that use Microsoft SQL Server 2000 upgrade their databases to Microsoft SQL Server 2005 databases to take advantage of its performance, reporting and management enhancements.

This paper explains how to upgrade SQL Server 2000 on your existing Microsoft CRM installation to the more powerful SQL Server 2005. The Microsoft SQL Server 2005 Installation Wizard helps you perform this upgrade.

SQL Server, Reporting Services, and Microsoft CRM

SQL Server offers a complete and integrated platform for enterprise data storage and business intelligence. SQL Server consists of multiple components, such as Analysis Services, Integration Services, Notification Services, Replication Services, Management Tools, and Reporting Services.

SQL Server Reporting Services provides a comprehensive server-based platform for the delivery, creation, and administration of reports. Because Microsoft CRM uses Reporting Services as its reporting engine, it takes advantage of many of its built-in features, such as e-mail delivery, scheduling, exporting report results to multiple formats, snapshots, and caching. Reports in Reporting Services are saved in the Report Definition Language format with an .rdl file name extension.

When you install Reporting Services, it creates two databases, typically named ReportServer and ReportServerTempDB, to store the report data. Reporting Services is flexible because it enables you to store report data in either a SQL Server 2000 or SQL Server 2005 database. This means that Reporting Services in SQL Server 2005 can use SQL Server 2000 for its data storage, just as Reporting Services in SQL Server 2000 can use SQL Server 2005 for its data storage.

Additional Considerations

Before upgrading, review the following guidelines.

Microsoft CRM

You do not have to uninstall Microsoft CRM, or even restart the server that is running Microsoft CRM, after you finish the SQL Server upgrade. However, we recommend that you perform the upgrade after hours and make sure that no one has to access Microsoft CRM until after you finish the upgrade.

Upgraded Components

Because SQL Server Database Services and Reporting Services are separate components, you do not have to upgrade Reporting Services when you upgrade SQL Server Database Services. SQL Server 2000 Reporting Services will operate correctly, even if the underlying database server is running SQL Server 2005. Similarly, you can upgrade Reporting Services without upgrading SQL Server Database Services.

Microsoft CRM Integration for Great Plains

If you installed Microsoft CRM Integration for Microsoft Great Plains® and installed its integration database on the same computer as the Microsoft CRM databases, do not upgrade to SQL Server 2005. Microsoft CRM Integration for Great Plains uses Microsoft BizTalk® Server 2004 to handle message synchronization, and BizTalk Server 2004 does not support SQL Server 2005.

If you want to upgrade to SQL Server 2005, move the Integration server databases to another SQL Server 2000 server before upgrading.

Reports

Microsoft CRM and any custom Reporting Services reports upgrade seamlessly to SQL Server 2005. However, you cannot update reports that you downloaded from SQL Server 2005 Reporting Services using Microsoft Visual Studio® .NET 2003; you must use Microsoft Visual Studio 2005 or SQL Server Business Intelligence Development Studio to update those reports. Similarly, you cannot publish reports that you authored in Microsoft Visual Studio 2005 or Business Intelligence Development Studio to SQL Server 2000 Reporting Services.

Common Installation Scenarios

This paper explains the upgrade steps for the two most common installation scenarios. As you will see, the SQL Server 2005 Installation Wizard does most of the work for you. Follow the scenario that fits your installation architecture.

Scenario 1 - Reporting Services Installed on Same Server as Microsoft SQL Server

In the first scenario, Microsoft CRM Web is on a different server than SQL Server and Reporting Services Web, as shown in Figure 1.

 

Figure 1. SQL Server and Reporting Services Web reside on the same server

Because SQL Server and Reporting Services reside on the same server, you complete the Installation Wizard only one time for both of them.

1.       Run the setup application from your SQL Server 2005 disk on the SQL Server database server that contains SQL Server 2000 (server B in Figure 1).

The Installation Wizard opens.

2.       On the Microsoft Software License Terms page, select I accept the license terms and conditions, and then click Next.

3.       After the Installation Wizard checks whether the server contains the necessary prerequisite components for SQL Server 2005 to function correctly, click Install.

4.       After installation of the prerequisite components is complete, click Next.

 

5.       When you see the Welcome page, click Next.

6.       After the Installation Wizard finishes checking the system configuration, correct any errors and evaluate any warnings. (Warnings should not prevent the upgrade from completing.)

7.       Click Next when you are ready to continue.

 

8.       Complete the registration information by entering your name, company name, and license key.

9.       Select the components you want to install.

For this scenario, select both SQL Server Database Services and Reporting Services, because both components reside on the same server and you want to upgrade them. In addition, consider upgrading or installing the Workstation components, which include Management Studio, Profiler, and other useful server tools.

Note: To see a more detailed list of what you can install, click Advanced.

 

10.   On the Instance Name page, select the instance of SQL Server where the Microsoft CRM databases are currently installed, and then click Next.

In most cases, the Microsoft CRM databases are installed on the default instance. You can click Installed Instances to see a list of the instances that are installed on the server that is running SQL Server.

11.   After the Installation Wizard detects existing components, you are prompted to select the components you want to upgrade. Because in this scenario, SQL Server Database Services and Reporting Services are installed on the same server, you can upgrade them both. After you make your selections, click Next.

12.   Select the services you want to upgrade, and then click Next.

 

13.   To log on to your existing SQL Server 2000 installation, select the authentication mode that you want the Installation Wizard to use, and then click Next.

14.   On the Service Account page, select the account you want associated with the SQL Server Browser service, and then click Next.

This page shows only the new services that you install with SQL Server 2005. Existing services continue to use the account associated with SQL Server 2000.

15.   The Error and Usage Report Settings page provides optional items for you to select. If you want to share error and usage information, select the options that you want, and then click Next.

16.    On the Ready to Install page, review the components that you selected to install and upgrade, and then click Install.

17.   The Setup Progress page shows the status of the components as they install. When the installation has finished, click Next.

 

18.   The completion page summarizes your installation and explains where to find more information about how to configure and secure SQL Server 2005.

That's it! You have successfully upgraded both SQL Server and Reporting Services, and Microsoft CRM is ready to use. You do not have to restart your computer.

Scenario 2 - Reporting Services Installed on Microsoft CRM Web Server and Microsoft SQL Server Installed on Separate Server

In the second scenario, SQL Server is on a different server than Microsoft CRM Web and Reporting Services Web, as shown in Figure 2.

 

Figure 2. Microsoft CRM Web and Reporting Services Web are installed on the same server (A) and SQL Server is installed on a different server (B)

 

Important: Microsoft CRM only provides a license to install SQL Server 2000 Reporting Services on the Microsoft CRM Web server, not SQL Server 2005 Reporting Services. To install or upgrade SQL Server 2005 Reporting Services on a server other than the SQL Server database server, you must follow the licensing policies of Microsoft SQL Server. For more information about the SQL Server license policies, see:
http://www.microsoft.com/sql/howtobuy/sqlserverlicensing.mspx

 

Unlike the first scenario, for this one, you must complete the upgrade two times. You will perform the upgrade on the computer that is running SQL Server and perform it again on the computer that is running Reporting Services. However, you do not have to upgrade both components unless you want to. You can run SQL Server 2005 Reporting Services with SQL Server 2000 or run SQL Server 2000 Reporting Services with SQL Server 2005.

First, upgrade the SQL Server database server by following the instructions in the left column of the following table. After that upgrade is completed successfully, upgrade the Reporting Services server by using the alternative instructions in the right column of the table.

 

SQL Server database server

 

1.       Run the setup application from your SQL Server 2005 disk on the SQL Server database server that contains SQL Server 2000 (server B in Figure 2). The Installation Wizard opens.

 

2.       On the Microsoft Software License Terms page, select I accept the license terms and conditions, and then click Next. The Installation Wizard checks whether the server contains the necessary prerequisite components for SQL Server 2005 to function correctly.

3.       After the Installation Wizard checks whether the server contains the necessary components for SQL Server 2005 to function correctly, click Install.

4.       After installation of the prerequisite components is complete, click Next.

 

5.       When you see the Welcome page, click Next.

6.       After the Installation Wizard finishes checking the system configuration, correct any errors and evaluate any warnings. (Warnings should not prevent the upgrade from completing.)

 

7.       Click Next when you are ready to continue.

8.       Complete the registration information by entering your name, company name, and license key.

9.       Select the components you want to install, including SQL Server Database Services. Do not select Reporting Services now.

In addition, consider upgrading or installing the Workstation components, which include Management Studio, Profiler, and other useful server tools. To see a more detailed list of what you can install, click Advanced.

 

 

 

10.   On the Instance Name page, select the instance of SQL Server where the Microsoft CRM databases are currently installed, and then click Next. In most cases the Microsoft CRM databases are installed on the default instance. You can click Installed Instances to see a list of the instances that are installed on the server that is running SQL Server.

11.   The Installation Wizard detects any existing components. You are then prompted to select the components you want to upgrade. In this scenario, SQL Server Database Services is installed on this server. Check the services you want to upgrade, and then click Next.

 

 

 

12.   To log on to your existing SQL Server 2000 installation, select the authentication mode that you want the Installation Wizard to use.

13.   On the Service Account page, select the account you want associated with the SQL Server Browser service. This page shows only the new services that you installed with SQL Server 2005. Existing services continue to use the account associated with SQL Server 2000.

14.   The Error and Usage Report Settings page provides optional items for you to select. If you want to share error and usage information, select the options that you want, and then click Next.

15.   On the Ready to Install page, review the components that you selected to install and upgrade, and then click Install.

 

 

16.   The Setup Progress page shows the status of the components as they install. When the installation has finished, click Next.

17.   The completion page summarizes your installation and explains where to find more information about how to configure and secure SQL Server 2005.

 

After you successfully complete the Installation Wizard on both the SQL Server 2005 database server and the Reporting Services server, Microsoft CRM is ready to use. You do not have to restart your computer.

Printing from a Client Computer

Reporting Services uses an ActiveX® control for printing from a client computer. The first time users try to print, they are prompted to download the ActiveX printing control. However, if they have the SQL Server 2000 Reporting Services ActiveX printing control installed, Reporting Services does not prompt them to download the SQL Server 2005 Reporting Services control. Not having that control can cause an error when printing.

To install the SQL Server 2005 Reporting Services ActiveX printing control, follow these steps:

  1. In the C:\WINDOWS\Downloaded Program Files directory, right-click the RSClientPrintClass control, and then click Remove.

  2. Open a report from SQL Server 2005 Reporting Services, and then click Print to print it.

If the SQL Server 2005 Reporting Services version of the ActiveX control for printing is not installed, you are prompted to do this.

SQL Server 2005 Reporting Services will print reports that you created by using SQL Server 2000 Reporting Services because its ActiveX printing control is backward compatible.

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

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Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

 

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