Larry's Taco Talk

This blog discusses topics in Small Business Server, CRM, and user groups, as well as items of interest that might occur along the road. Larry Lentz is a 25+ year computer industry veteran with 18 years as an independent consultant and owner of Lentz Computer Services, http://www.LentzComputer.net. Larry holds numerous Microsoft certifications and leads the Alamo PC Organization's MCSE Advanced Special Interest Group and the SBS SIG (http://www.LentzComputer.net/SBS). Larry is located in San Antonio, Texas. Lentz Computer Services was the first Microsoft Small Business Specialist in South Texas and is now a Microsoft Certified Partner. Larry was awarded the Microsoft MVP in CRM for 2006, 2007, and 2008..
GoldMine to CRM (part 2)

Tonight I was able to migrate GoldMine Account and Contact data into my client's CRM database. Unfortunately, Notes and Activities did not make it. I'll have to do a bit more head scratching on that front.

One of the things that hung me up was the OwningUser field. When doing the DTS transforms, Scurvy Jake's blog inserted '18' as the OwningUser. I blindly used this in my initial trials on my VPC. Nothing migrated. Then, somehow, I found the appropriate OwningUser for my VPC test system was '2' which related to the user I had assigned to myself. With a '2' for OwningUser, the migration happened. So, I used '2' when trying to migrate on my client's system. Didn't work. Not really sure if that was the problem, but it made be search for the appropriate OwningUser value nonetheless. I beat my head against the wall. I hate it when I find something and then can't find it again! So, I've searched and searched. And then... I found it! It's actually in the cdf_mscrm database that the Data Migration Framework creates. It's there AFTER your initialize the database which is one of the early steps in the DMF. The value is found in the cdf_SystemUser table, SystemUserId field. Pick the one for the user you want to be the owner of all the records you import from GoldMine. If you need to assign different users to different GoldMine records, you're on your own. But at least now you know where to find the OwningUser value for the transforms.

Published Thursday, February 08, 2007 11:01 PM by LarryLentz

Filed under:

Comments

No Comments

Leave a Comment

(required) 
(required) 
(optional)
(required)