Well I FINALLY resolved some nagging issues I had with SQL Reporting Services in my CRM 3.0 SBE installation and today I decided that doing the upgrade to CRM 4.0 would be an interesting exercise for my Saturday morning CRM study group. First I decided to upgrade to the Workgroup Edition. This is the version supposedly aimed at the SBS users and upgrades from Small Business Edition. Of course it only allows for 5 users so figure that. But I only have 5 users at this time so that's OK. I wanted to see how it works and then I can supposedly easily move up to the higher versions. Moving back down to a lesser version, like Pro to WGE, doesn't work.
First we read the ReadMe that is actually a download. There were a few good ideas and pointers there. I encourage you do read that first. But we didn't find anything that would appear to stop our install. So I started the install and got several warnings about the database. One had to do with unpublished customizations. Didn't know I had any but doing a Publish all Customizations seemed to take care of that. There was one about uncompleted Bulk Imports but looking at those in the Activities list only showed completed Bulk Imports. So I ignored it. We fired off the install and it whirred and whirred for over an hour before throwing off and error! The error was:
Action Microsoft.Crm.Setup.Server.ConvertSetupUserToFullUser Action failed.
The operation or property RestoreCaller is not valid in the context without calling OnBeginRequest first
The operation or property RestoreCaller is not valid in the context without calling OnBeginRequest first
No, I didn't stutter. That last line repeats itself. Googling produced nothing at all. On looking at the error, it may be caused in part because the Administrator, which is the account I am using to do the install, is a Restricted Mode User in CRM 3.0.
My choices were Retry and Cancel. Retry as I might, I kept getting the same message. So, I finally gave up and hit Cancel. It did just that, cancelled my install leaving me with no working CRM. Of course I made backups of my data before launching this so I can always uninstall 4.0 and reinstall 3.0, again. But instead I am currently trying a Repair from the install set. I'll let you all know how that goes.