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How to use scribe Tool for MIgrating the data from CRM 2011 onpremise to CRM 2011 Online?

    Question

  • HI,

    I have installed scribe trial version for MIgrating the data from CRM 2011 onpremise to CRM 2011 Online.

    But, i donot know how to start the migration. what are the entities we need to migrate first.

    do we need to create ".dts" file for each entity or we can migrate all entities at a time using this tool.

    can u please help anyone on this. its urgent for me.

    Thanks in Advance,

    M. Prasad Reddy

     

     

     

    Tuesday, September 06, 2011 11:35 AM

Answers

All replies

  • Hi there,

    You need to open up the Scribe Workbench and add two connections, one for the On-Premise CRM and another for CRM Online.  Make sure when setting up the connections that they are labelled correctly so you know which CRM 2011 Connection is which.

    Use the On-Premise Connection as the DTS Data Source with a particular CRM Entity - likely best to start with 'account'.

    For the DTS Data Destination, use the CRM Online Connection and add a Update/Insert Step for the same 'account' entity.

    This will list the account entity fields on both the left-hand side for the Data Source, and the right-hand side for the Data Destination; which should look the same as the fields are likely identical between the two CRM Deployments.

    From here, highlight the primary key field (so 'accountid' for account) on both sides and click 'Add Lookup Link' to set this as the lookup field between the Source and Destination.

    For the remainder of the fields, there is a 'Links' option on the Workbench menu with a 'Auto Link' option - clicking this option will prompt Scribe to link any fields between the Source and Destination which have the same name.  In your case, this will link all the fields other than the 'accountid' which you have already specified as the Lookup Link.

    Finally you will need to click the 'Accept All Auto Links' option in the Links menu to confirm the Data Links as part of your Scribe DTS Script.

    With this done, you should be able to Test and Run the script to copy all the records of the account entity from your Source On-Premise CRM to your Target Online CRM.

    There will be cases across the different entities where you will need to remove fields that Scribe has automatically mapped but CRM will not want to copy data into, so you will need to test and script each CRM Entity in turn - but otherwise this should you get the data migrated across.

    The above describes the Scribe approach, however it may well be worth asking your Microsoft Partner or Microsoft themselves whether they can perform a Database Migration from On-Premise to Online - not sure if Microsoft openly offer this, but this would provide a method for shipping a Backup of your SQL Database to Microsoft that they could then use to create the Online CRM Instance via mapping the User Accounts across.  This would involve a direct Database migration as opposed to developing lots of Scribe Scripts for the individual entities.

    Scribe are also starting to offer Online Cloud Replication Tools which may be able to help you for taking data out of CRM Online, and also inserting data into CRM Online:

    http://www.scribesoft.com/Online-RS-Trial

    Hope some of that helps!


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Tuesday, September 06, 2011 12:20 PM
  • Here is a link to their forums.  I would think you will get better help there as Scribe functionality is beyond the scope of this forum.

    https://openmind.scribesoftware.com/forums

     


    Jamie Miley
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    Tuesday, September 06, 2011 2:41 PM
    Moderator
  • Why use Scribe?  Microsoft supports migrating an On-Prem database to Online, you just need to get in touch with their CRM Online tech support to work with them on migrating the database.
    The postings on this site are solely my own and do not represent or constitute Hitachi Consulting's positions, views, strategies or opinions.
    Tuesday, September 06, 2011 3:21 PM
  • I thought the CRM Online Tech Team would offer that, power of choice and all that - Prasad, this is a far easier option than writing Scribe DTS Scripts.

    (unless you only wanted to migrate certain entities from On-premise to Online, or some other partial migration)


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Tuesday, September 06, 2011 3:41 PM
  • Hi,

    Thanks for your Reply. I have done same as ur post. But, accout contain the lookup of owner so i have faced the problem there.

    so, i started migrating the systemuser first. But, here also i am getting the problem with BusinessUnit. (i.e. Business Unit GUID value is different from online to onpremise).

    can u please give the procedure to migratnig the "systemusers" by overcomming this problem. i heard that we have an option in scribe insight as "DBLOOKUP". Can u please explain me how to use it.

    Thanks in advance

    M.Prasad Reddy

     

    Wednesday, September 07, 2011 4:33 AM
  • Hi Prasad,

    Best bet as Jamie describes is to open a thread on the Scribe site - as soon as we are into DBLOOKUPs and other Scribe syntax, we are a bit out of the scope of these CRM Forums.

    If you open a thread there - will see if I can contribute.

    (although will reiterate that the Database Upload to Microsoft so they can restore into Online will be many times easier and quicker!)


    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Friday, September 09, 2011 9:33 AM