Upgrade CRM 2011 Email Router to CRM 2013 Email Router

Applies To: Dynamics CRM 2013

To upgrade your installation of the Email Router from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013, you first back up the files that contain information about the state of the Email Router, such as configuration settings, and then install the Microsoft Dynamics CRM 2013 Email Router. Follow the steps in the following tasks:

Upgrade Task 1: Back up and use Email Router state files and Smart Matching settings. For more information, see “Back up and use Email Router state files” in this topic.

Upgrade Task 2: Install the Microsoft Dynamics CRM 2013 Email Router. For more information, see “Upgrade the Email Router to Microsoft Dynamics CRM 2013” in this topic.

In This Topic

Upgrade both the Email Router and Microsoft Dynamics CRM

Back up and use Email Router state files and Smart Matching settings

Upgrade the Email Router to Microsoft Dynamics CRM 2013

Upgrade both the Email Router and Microsoft Dynamics CRM

If you plan to upgrade both the Email Router and Microsoft Dynamics CRM, perform the upgrade tasks in the following order:

1. Stop the Microsoft Dynamics CRM Email Router service. To do this, on the Start menu, type services.msc, and then press ENTER; or click Run, type services.msc, and then press ENTER. Right-click the Microsoft Dynamics CRM Email Router service, and then click Stop.

2. Upgrade Microsoft Dynamics CRM Server 2011 to Microsoft Dynamics CRM Server 2013. For more information, see Upgrade from Microsoft Dynamics CRM 2011 in the Microsoft Dynamics CRM 2013 Installing Guide.

3. Install the Microsoft Dynamics CRM 2013 Email Router:

   • If you already have the Microsoft Dynamics CRM 2011 E-mail Router installed, upgrade to the Microsoft Dynamics CRM 2013 Email Router, as described below.

   • If you don’t have the Microsoft Dynamics CRM 2011 E-mail Router installed, install the Microsoft Dynamics CRM 2013 Email Router, as described in Install Email Router and Rule Deployment Wizard in the Microsoft Dynamics CRM 2011 Installing Guide.

4. You might need to restart the Microsoft Dynamics CRM Email Router service after the upgrade to the Microsoft Dynamics CRM 2013 Email Router finishes. To do this, in the services list, right-click Microsoft Dynamics CRM Email Router, and then click Start.

Back up and use Email Router state files and Smart Matching settings

We recommend that you back up the files that store the state of your Email Router before you upgrade to the Microsoft Dynamics CRM 2013 Email Router. The following steps describe how to back up and use these files to recover from a failed upgrade to the next version of the Email Router.

To back up and use Email Router state files

1. Locate the following files in the folder <drive:>\Program Files\Microsoft CRM Email\Service\:

   • Microsoft.Crm.Tools.EmailAgent.Configuration.bin

   • Microsoft.Crm.Tools.EmailAgent.SystemState.xml

   • Microsoft.Crm.Tools.EmailAgent.xml

   • Microsoft.Crm.Tools.Email.Management.config

   • EncryptionKey.xml

2. Copy these files to a safe location.

3. Perform the upgrade to Microsoft Dynamics CRM 2013 Email Router. For more information, see the following procedure, "Upgrade the Email Router to Microsoft Dynamics CRM 2013" later in this topic.

4. If the Email Router upgrade succeeds, you can discard the backup files. If the Email Router upgrade fails, continue with the following procedure.

If the upgrade fails

1. Uninstall the Email Router. For more information, see Uninstall, change, or repair Email Router in the Microsoft Dynamics CRM 2013 Installing Guide.

2. Reinstall the Microsoft Dynamics CRM 2011 E-mail Router.

3. Reinstall all of the Microsoft Dynamics CRM update rollups that were installed before you attempted this upgrade. For more information, see Microsoft Dynamics CRM 2011 updates and hotfixes.

   Note

   If you previously installed Microsoft Dynamics CRM 2011 Update Rollup 7 or later, you need not reinstall any of the individual Microsoft Dynamics CRM update rollups that preceded Microsoft Dynamics CRM 2011 Update Rollup 7. Instead, reinstall Microsoft Dynamics CRM 2011 Update Rollup 7 and then reinstall the latest Microsoft Dynamics CRM update rollup (such as Microsoft Dynamics CRM 2011 Update Rollup 9) that had been installed before you attempted to upgrade the Email Router.

4. Stop the Email Router service. For more information, see "To stop a service," in Incoming e-mail configuration issues in the Microsoft Dynamics CRM 2013 Installing Guide.

5. Copy the backed-up files to the installation location of Microsoft Dynamics CRM 2011 E-mail Router. (This might be the original installation location: <drive>:\Program Files\Microsoft CRM Email\Service.)

6. Start the Email Router service. For more information, see "To start a service," in Incoming e-mail configuration issues in the Microsoft Dynamics CRM 2013  Installing Guide.

Upgrade the Email Router to Microsoft Dynamics CRM 2013

1. Meet the Email Router requirements specified in Microsoft Dynamics CRM Email Router hardware requirements and in Microsoft Dynamics CRM Email Router software requirements.

2. Log on to the server as a Domain User with Local Administrator privileges.

3. Obtain and run the appropriate installation files.

   • To install from a network or from a DVD: Open the appropriate installation folder (EmailRouter\amd64 or EmailRouter\i386) and then run the SetupEmailRouter.exe file. (To install on a 64-bit computer, use the Setup file in the EmailRouter\amd64 folder; to install on a 32-bit computer, use the Setup file in the EmailRouter\i386 folder.)

   • To install from the web, open the download page (Microsoft Dynamics CRM 2013) and then download and run the executable file.

     Note

     The download site may present you with a choice of executable files. If you are installing on a 64-bit computer, choose a file with a name such as DynamicsCRMEmail_1033_amd64.exe. For a 32-bit computer, the file name is similar to DynamicsCRMEmail_1033_i386.exe.

4. If a Security Warning dialog box appears, click Run.

5. On the Welcome to Microsoft Dynamics CRM 2013 Email Router setup page, select whether you want to update Email Router setup. We recommend that you click Get updates for Microsoft Dynamics CRM. Then, click Next.

6. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept.

7. On the Select Router Components page, click Next.

8. The System Checks page appears. This page is a summary of all system requirements for a successful Email Router installation. Verification errors must be corrected before the installation can continue. If there is a problem that will take time to correct, cancel Setup at this point, fix the problem, and restart Setup. When no verification errors remain, click Next.

9. The Ready to Upgrade page appears. Review the installation selections that you have made. Click Back to change your selections, or Upgrade to upgrade the Email Router now.

10. After Email Router Setup is finished, click Finish.

Your configuration settings from the previous installation have been retained. To change configuration settings, run the Email Router Configuration Manager. For more information, see Configure the Email Router in the Microsoft Dynamics CRM 2013  Installing Guide.