Question : CRM 4.0 - redirect dashboard to new server

I am attempting to enable an existing dashboard on our new test server (testserv2) that currently exists on our old test server and runs on our production server.  The instructions I have received are below. I could use some help clarifying them and assistance with their implementation.

1. "redirects function using the external address"

2. "In the project, equivalent urls must be mapped. That is, test.apollo.net must map to the the dashboard test instance"

3. "In the isv, it should point at the test website, which needs to be on testserv2 (our new test server)"

I can provide more information on our environment if that would help but basically I want to move (or point) the dashboard from our old test server (testserv1) to our new test server (testserv2). We use IFD on our test and production servers.

I am looking for any clarification on how the above three statements might relate to this task.

Thanks

Answer : CRM 4.0 - redirect dashboard to new server

Apollo,
I have no clue what type of Dashboard you are using, that might be helpful to know. From the looks of it, it sounds like your vendor wasn't really all that clear on the instructions for changing where your dashboard receives its information.

CRM is structured whereas any link in the Navigation Pane (where you would see links like "Reports" or "Activities" on the left hand side of the screen) are done so within the SITEMAP.XML
In version 4.0 Sitemap.xml is no longer an actual xml file sitting on the server (it used to be); it is a customization you must export > edit > re-import. To do this change I would probably use the following steps:

1. Open CRM
2. Navigate to Settings
3. Navigate to Customization
4. Choose "Export Customizations"
5. Scroll down to SITEMAP line, and select it (single click)
6. Press the "Export Selected Customizations" button.
7. In the prompt you get, save the customizations.zip file to your computer
8. Extract the customizations.zip to get to the customizations.xml file located inside
9. Edit the customizations.xml with a program like Notepad (NOT WORDPAD!)
10. Scroll down until you see the <SubArea.... with the link to your TESTSERVER1 (it might be good to just search for it).
11. Replace TESTSERVER1 with TESTSERVER2
12. Save the customization.xml file
13. Open CRM
14. Navigate to Settings
15. Navigate to Customization
16. Choose "Import Customizations"
17. Press "Browse..."
18. Choose your new customizations.xml file
19. Press "Upload"
20. Press "Import Selected Customizations"
21. Press OK to the prompt
22. Press F5 on the keyboard

You should have a new dashboard :-)
Cheers,
-Paul
www.mscrmdirectory.com