To decommission a client, several steps must be taken. - Establish the ‘turn-off’ date
- Send an email to the client documenting what to expect from the client's perspective. The email should include:
- When and how data will be delivered (SQL backup file placed in FTP data folder); include FTP folder credentials - Client should copy bulk email content and templates for future access. - Forms will no longer be available. - Event Manager will no longer be active. - User accounts will be deactivated. - Set up Advanced Export for the client, and perform a full download (on my workstation) on the designated day.
- Extract orgs from the client’s CRM database into an Excel file.
- Perform a database backup of the AE warehouse, zip it, and add the excel file to the zip file, and place on the client’s FTP site.
- Notify client that backup file has been placed in FTP folder
- Delete export/warehouse jobs
- Confirm the org is removed from other jobs that might specify its database by name
- Turn off Events and Forms datafeeds
- Decommission CoreMotives account for the school
- Turn off any forms (Inquiry, Data Entry, Applications) in the forms engine
Open Form in Builder Go to EditàPropertiesàForm Change ‘Form On’ to No. Save Properties Publish Form
- Disable users in AD, CRM, Events, Forms
- Update client config information
- Perform a backup of the MSCRM, Warehouse and Analytics databases, zip them, and store for 30 days
- Remove the client from CRM Deployment Manager
- Delete the live MSCRM and Warehouse databases
- After one week, delete the FTP folder
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