Upgrade Dynamics 2015 Email Router to Dynamics CRM 2016 Email Router

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Applies To: Dynamics CRM 2016, Dynamics CRM Online

Note

The Microsoft Dynamics CRM Email Router is deprecated for December 2016 update for Dynamics 365 (online and on-premises) or later. We strongly recommend that you migrate all email routing functionality to use the server-side synchronization feature. More information: Migrate settings from the Email Router to server-side synchronization and Set up server-side synchronization of email, appointments, contacts, and tasks.

The Email Router supports in-place upgrading. However, to upgrade your installation of the Email Router, you first back up the files that contain information about the state of the Email Router, such as configuration settings, and then install the new version of the 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 new version of the Email Router. For more information, see “Upgrade the Email Router” in this topic.

Note

Supported Exchange versions for this version of the Email Router can be found here: 4ceb9bc4-3a5e-45df-bd36-32dad2734c65#Exch_svr.

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

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.

  3. Install the new version of the Email Router:

    • If you already have an earlier version of the Email Router installed, upgrade as described below.

    • If you don’t have a version of the Email Router installed, install the new version, as described in Install Email Router and Rule Deployment Wizard.

  4. You might need to restart the Microsoft Dynamics CRM Email Router service after the upgrade 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 the 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 Dynamics 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. For more information, see the following procedure, "Upgrade the Email Router” 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.

  2. Reinstall the earlier version of the Email Router.

  3. Reinstall all of the Microsoft Dynamics CRM update rollups that were installed before you attempted this upgrade..

  4. Stop the Email Router service. For more information, see "To stop a service," in Incoming email configuration issues.

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

  6. Start the Email Router service. For more information, see "To start a service," in Incoming email configuration issues.

Upgrade the Email Router

  1. Meet the Email Router hardware and software requirements. More information: Microsoft Dynamics CRM Email Router hardware requirements and 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 2016 Email Router) 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 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.

See Also

Install Email Router for Microsoft Dynamics CRM and Dynamics CRM Online
Email Router

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