Updating CRM Server

Microsoft does not support running different versions of CRM in a deployment; therefore it is important to run all applicable updates in the same downtime.

Run updates in the following order:

  1. Microsoft Dynamics CRM Server
    1. In a Full Server deployment, the full server should but updated first.
    2. In a multi-server deployment, update all Front End Servers then all Back End Servers.
  2. Microsoft Dynamics CRM 2011 Reporting Extensions (SRS Data Connector)
  3. Microsoft Dynamics CRM 2011 Email Router
  4. Microsoft Dynamics CRM 2011 Language Packs for each language installed
  5. OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011 if in use
  6. Setup Updates for Microsoft Dynamics CRM Server if desired
  7. Microsoft Dynamics CRM 2011 Report Authoring Extension (BIDS) if in use

The first step to updating CRM Server is to download the update files.  Microsoft adheres to a naming convention for each file in the download list for a specific update rollup. The naming convention is

CRM2011-<ToolName>-<KB Number>-<language>-<platform>.exe

While some update rollups are un-installable, it is recommended that complete database backups of the MSCRM_CONFIG and all organization databases is completed before applying an update.

If possible, perform server side updates during a scheduled downtime to reduce the impact on users.  Most update rollups require the automated stopping and starting of services during the course of the installation and a server reboot at the conclusion of the installation.

Microsoft Dynamics CRM 2011 Server

The update rollup that will be installed on all servers running a Full Server Deployment, or each server running the Front End and Back End server roles will be named CRM2011-Server-KB#######-ENU-amd64.exe  Since CRM 2011 Server does not support 32-bit platforms, there is no i386 version of this file.

In a multi-server environment, the updates must be run on each server. The first server will perform the changes to your CRM databases, so the first server update will run longer than consecutive installations on the remaining servers.

The installation routine itself is a simple wizard with no options to set or configure. At the conclusion of the update you are prompted to restart the server.

Microsoft Dynamics CRM 2011 Reporting Extensions (SRS Data Connector)

The update rollup that will be installed on all servers running the SRS Data Connector will be named CRM2011-Srs-KB#######-ENU-amd64.exe.  Since the SRS Data Connector does not support 32-bit platforms, there is no i386 version of this file.

The installation routine itself is a simple wizard with no options to set or configure. A restart is usually not required for this update.

Microsoft Dynamics CRM 2011 Email Router

The update rollup that will be installed on all servers running the Email Router will be named CRM2011-Router-KB#######-ENU-amd64.exe or CRM2011-Router-KB#######-ENU-i386.exe.  Since the Email Router can run on 32 bit platforms, please be sure the verify the version you will need to complete the update.

The installation routine itself is a simple wizard with no options to set or configure. A restart may be required for this update.

Microsoft Dynamics CRM 2011 Language Packs

If Language packs are installed for the CRM system or the Outlook client, they will need to be updated as well. On the download page for the update rollup, change the “Select Language:” list to the language you will be updating, then download the file called CRM2011-Mui-KB#######-<LANG>-amd64.exe for the server side update or CRM2011-Mui-KB#######-<LANG>-i386.exe for the 32-bit client or CRM2011-Mui-KB#######-<LANG>-amd64.exe  for the 64-bit client update.

The update file will request a location to extract its contents, and afterward the installation will begin.

The installation routine itself is a simple wizard with no options to set or configure. A restart is usually not required for this update.

OrgDBOrgSettings Tool for Microsoft Dynamics CRM 2011

The update rollup that will be installed on all computers running the OrgDBOrgSettings Tool will be named CRM2011-Tools-KB#######-ENU-amd64.exe.  Since the OrgDBOrgSettings Tool does not support 32-bit platforms, there is no i386 version of this file.

This update will request a location to extract its contents.  Once the files are extracted, the OrgDBOrgSettings Tool will need to be configured. Microsoft provides detailed instruction as well as the tool commands on the web page for this tool.

Microsoft Dynamics CRM 2011 Report Authoring Extension (BIDS)

The update rollup that will be installed on all computers running the Report Authoring Extension (BIDS) will be named CRM2011-Bids-KB#######-ENU-i386.exe.  Since BIDS is a 32-bit application, there is no amd64 version of this file.

The installation routine itself is a simple wizard with no options to set or configure. A restart may be required for this update.



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