Tuesday, 12 January 2016

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/

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


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