{"id":344,"date":"2011-07-21T04:26:00","date_gmt":"2011-07-21T04:26:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=344"},"modified":"2023-06-23T09:54:17","modified_gmt":"2023-06-23T09:54:17","slug":"moving-sage-crm-to-new-server","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/07\/21\/moving-sage-crm-to-new-server\/","title":{"rendered":"Moving Sage CRM to new server"},"content":{"rendered":"<div>Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server.<\/div>\n<div>This post can be considered as an extension to our earlier posts (<a title=\"Moving SageCRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/12\/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/12\/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another\/<\/a>) which explains the steps to be followed while moving only the Sage CRM database<\/div>\n<div><\/div>\n<div>The instructions were so precise and useful that I thought it should be listed under a public portal and not the Partners Portal. So here it goes.<\/div>\n<div><\/div>\n<div>Web Server:<\/div>\n<div><\/div>\n<div>\u2022I would suggest on the new web server to do a Clean CRM install. That will take care of your install files e.g. Program FilesSageCRM.<\/div>\n<div>\u2022Patch it up to the same level as your current &#8216;Live&#8217; Web server.<\/div>\n<div>\u2022Copy over any custom files from your &#8216;Live&#8217; servers such as images\/custom pages[wwwrootcustom pages and wwwrootimg]<\/div>\n<div>\u2022Where is your document library &amp; default document template? If it&#8217;s on your current Web Server you need to copy this over too!<\/div>\n<div><\/div>\n<div>From the steps above your new Web Server should be the same version as your Live Web Server and custom files copied over.<\/div>\n<div><\/div>\n<div>Database Server:<\/div>\n<div><\/div>\n<div>\u2022From the new install above you can choose to install a clean CRM database on the new database Server.<\/div>\n<div>\u2022When the install is done, restore your Live database over it.<\/div>\n<div><\/div>\n<div>Registry:<\/div>\n<div>\u2022Check the registry on the new web server, to see DefaultDatabase\/DefaultDatabaseServer &amp; DatabasePassword all are related to the new DB server. These are on the Web Server under:<\/div>\n<div>HKEY_LOCAL_MACHINESOFTWAREeWareConfig<\/div>\n<div>\u2022Keep backups of your Live database and current CRM install folder well safe too!<\/div>\n<div><\/div>\n<div>Above as far as I can see means that your new web server is up and running, with CRM installed to the same patch level, with all your custom images\/files[asp development etc] and pointing to the new database server, which has a current database restored.<\/div>\n<div><\/div>\n<div>Finishing Touches<\/div>\n<div>\u2022Check things like library document links, custom pages are still ok after the move.<\/div>\n<div>\u2022Check the Admin area to see what else is pointing at a drive e.g. the documents and reports Admin configuration<\/div>\n<div>\u2022Disable your old web server and send users the new Server URL.<\/div>\n<div><\/div>\n<div><\/div>\n<div>[We would like to Thank our Partners, Followers and Friends for making this possible. Greytrix named as (First) Sage Gold Development Partner of the Year 2011 &#8211; SageCRM. Winners were presented at the recently held Sage Software&#8217;s Largest Partner and Customer Conference, Sage Summit 2011 at the Gaylord National Hotel and Convention Center in Washington D.C.]<\/div>\n<p><strong>If you find this content useful, please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. This post can be considered as an extension to our earlier posts (https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/12\/steps-to-be-remembered-while-moving-sage-crm-database-from-one-server-to-another\/) which explains the steps to be followed while moving only the Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/07\/21\/moving-sage-crm-to-new-server\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[1643,1660,2268],"class_list":["post-344","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-moving","tag-new","tag-server"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Moving Sage CRM to new server - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/07\/21\/moving-sage-crm-to-new-server\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Moving Sage CRM to new server - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Firstly, credit of this blog contents should be given to Pat Dolan, Sage CRM Product Management. He had listed down detail steps to move Sage CRM to a new server. 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