How to Migrate FieldOne? CRM 2013/2015

In all the projects I developed with FieldOne I always had a problem with migration or simple copying the data from one source to other source, like Development environment or Test environment etc. So I decided to create this guide to help you how to migrate data for FieldOne. I will show step by step how to do the migration from instance A to instance B for Online – Online, On-premise – Online and vice versa.

1          Step One – Environment Preparation

1.1     CRM Solutions

Before any migration, is implicitly that the exactly same solution are implement in both environments (target and source) this means, Filed One solution and Woodford solution to support Resco Mobile Application.

NOTE: If the solution is not imported and published from the Source environment to the Target environment this will result in failures on the migration by missing fields and the data schema is different (use image as example)

Import the following managed solutions:

·        FieldOneSky_4_0_0_5xxx_managed.zip (for CRM 2013)

·        FieldOneSky_4_0_0_6xxx_managed.zip (for CRM 2015)

·        woodford_7_4_3_0_managed (2013 or 2015).zip

1.2     Shutting down Process/Workflows

Since Field One have several Workflows and Plugins we should proceed with the following:

·        Go to “Customise the System”

·        Select all processes to shut down all the Field One Process by deactivating them, make sure all the process are as “Draft”

1.3     Shutting down Plugins

Since Field One have more than 700 Plugins steps registered we need to shut down all this features.

·        Select all “Sdk Message Processing Steps” to shut down all the Field One Plugins by deactivating them, make sure all the process are as “Disabled”.

 

2          Step Two – Migration Tool Kit

Since the Migration Tool Kit had some issues on the migration, like updating record that already existed, do calls to the source environment every single time we want to import costing us time, and other issues, I advise you to change it or fix it before using the migration tool kit.

http://mscrmtoolkit.codeplex.com/

Manual: http://mscrmtoolkit.codeplex.com/documentation#dataexportmanager

Entities Migration Sequence: (RED FieldOne entities) 
Note: You can use the same sequence to delete records using a console application or for something else.

account

annotation

appointment

businessunit

campaign

campaignactivity

campaignresponse

competitor

connection

connectionrole

contact

contract

contractdetail

contracttemplate

convertrule

customeraddress

customeropportunityrole

customerrelationship

discounttype

duplicaterule

duplicaterulecondition

email

emailserverprofile

entitlement

entitlementtemplate

equipment

f1_agreement

f1_agreementincident

f1_agreementinvoicedate

f1_agreementinvoiceproduct

f1_agreementinvoicesetup

f1_agreementproduct

f1_agreementscheduledate

f1_agreementschedulesetup

f1_agreementservice

f1_agreementservicetask

f1_agreementsubstatus

f1_customerequipment

f1_fieldonepricelistitem

f1_fieldonesetting

f1_fieldonesystemjob

f1_glaccount

f1_incidentproduct

f1_incidentservice

f1_incidentservicetask

f1_incidentskill

f1_incidenttype

f1_inventoryadjstproduct

f1_inventoryadjustment

f1_inventoryjournal

f1_inventorytransfer

f1_ivractivity

f1_payment

f1_paymentdetails

f1_paymentmethod

f1_paymentterm

f1_pobill

f1_poolwogeneration

f1_poreceipt

f1_poreceiptproduct

f1_portalrole

f1_posubstatus

f1_potype

f1_priority

f1_productinventory

f1_purchaseorder

f1_purchaseorderproduct

f1_resourcecategory

f1_resourcegroupmember

f1_resourcepaytype

f1_resourceskill

f1_resourceterritory

f1_rma

f1_rmaproduct

f1_rmaproductreason

f1_rmareceipt

f1_rmareceiptproduct

f1_rmasubstatus

f1_rmatype

f1_routingoptimizationrequest

f1_rtv

f1_rtvproduct

f1_rtvproductreason

f1_rtvsubstatus

f1_rtvtype

f1_scheduleboardsettings

f1_scheduletimestamp

f1_schedulingrule

f1_servicelevel

f1_servicetasktype

f1_shipvia

f1_skilltype

f1_smsactivity

f1_systemuserschedulersettings

f1_taxcode

f1_taxcodedetail

f1_timeoffentity

f1_timeoffreason

f1_uniquenumber

f1_warehouse

f1_workorder

f1_workorderincident

f1_workorderproduct

f1_workorderresource

f1_workorderschedulechange

f1_workorderschedulejournal

f1_workorderschedulestatus

f1_workorderservice

f1_workorderservicetask

f1_workorderskill

f1_workorderstatus

f1_workordertype

f1_zipcode

fax

goal

goalrollupquery

incident

incidentresolution

invoice

invoicedetail

kbarticle

kbarticlecomment

kbarticletemplate

lead

letter

list

mailbox

mailmergetemplate

metric

msdyn_postalbum

msdyn_postconfig

msdyn_postruleconfig

msdyn_wallsavedquery

msdyn_wallsavedqueryusersettings

opportunity

opportunityclose

opportunityproduct

orderclose

phonecall

post

postcomment

postfollow

postlike

pricelevel

product

publisher

queue

queueitem

quote

quoteclose

quotedetail

report

resco_mobileaudit

resco_mobiledata

resco_mobiledevice

resco_mobilelicense

resco_mobileproject

resco_mobilesecuritypolicy

resco_mobiletracking

role

routingrule

routingruleitem

salesliterature

salesliteratureitem

salesorder

salesorderdetail

savedquery

service

serviceappointment

serviceendpoint

sharepointdocument

sharepointdocumentlocation

sharepointsite

site

sla

slaitem

socialactivity

socialprofile

subject

systemuser

task

team

template

territory

tracelog

transactioncurrency

uom

uomschedule