Wednesday, October 12, 2011

CRM 2011 Cluster In-place Upgrade Part 3/3

In Part 2 We upgraded the remaining web servers and updated the application address with the load balanced URL.
At this time we have successfully upgraded the organization database and all the web servers. You should be able to browse the CRM application but you cannot any reports

Also the Deployment Manager will show a warning about Reproting being not enabled

To fix this, you need to install the Reporting Services Extensions.

3) Installing the SRS Data Connector

Begin by copying the SrsDataConnector folder from CRM 2011 setup to the reporting server. This should be installed on the SQL Reporting Services server (which can be separate from the SQL Database Server) not the CRM web servers.

The CRM Reporting Extensions cannot be actually upgraded, if you run the setup right away it will complain about the previous CRM 4.0 Data Connector being installed. You have to uninstall it first before running the setup.

From "Programs and Features" in the control panel uninstall "Microsoft Dynamics CRM Data Connector for Microsoft SQL Server Reporting Services"

After you've uninstalled it run SetupSrsDataConnector.exe from the SrsDataConnector folder you copied

Choose to get the updates if you have internet access.

Accept the license agreement.

Install the required components (you may need to restart).

Restart if required then the setup again.

After installing the required components, setup will ask for the SQL Server. Type the name of your SQL server containing the CRM databases.

Choose the Reporting Services Instance. Probably just the default.

Choose to use Microsft Update if desired.

Specify the installation directory. Just accept the default again.

Setup will run the System Checks before upgrading. Resolve any errors you get to continue.
I had an error about CRM component using the same account as Reporting Services, if you get the same error read this A Microsoft Dynamics CRM Server component is using the same account as the instance of SQL Server Reporting Services.

Setup will warn about restarting the Reporting Services.

Review the final summary screen and proceed to install.

Now you have installed the SRS Data Connector and successfully upgraded your CRM.

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