Moving or Restoring Databases in Infor CRM (formerly Saleslogix)

When using Infor CRM (formerly Saleslogix), all of the data is stored in a SQL or Oracle database.  Since most folks I have worked with use SQL, I will be blogging about that one.

When logging into SQL to backup or restore a database, use the sa SQL account, as it has the rights to do that.  When setting up the connection in Infor CRM, set the connection to use the sysdba account, as you want an account that has rights to the data, but not to administrate SQL itself.

When you restore a CRM database (using the sa account), the sysdba account in the database and the sysdba account on the SQL server are not connected.  You will need to run a SQL command to connect them.  You can run either

sp_change_users_login ‘Update_One’, ‘sysdba’, ‘sysdba’’

or

sp_change_users_login ‘auto_fix’, ‘sysdba’

This will link the sysdba accounts and allow CRM to connect. Make sure you have the CRM/Saleslogix database chosen as the active database when you run the SQL command, or it will error and have no effect (and throw an error).

If your SQL server does not have a sysdba account, you can create one.  It should have only the Public role on the server by default.  Do not give it any other roles, as it will actually error if you try to connect CRM using an account with too many rights on the SQL server.

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