In here, I would like to discuss the travails of outlining an upgrade roadmap from CRM 2.0c version to CRM 4.0. Also, we will further discuss as to how the resources provided by SAP help us in this regards. The literature on Service Marketplace, though a bit tedious and ambiguous, helped us a lot to come to conclusions. Finally, Solution Manager and its documentation were of good help to come up with the final estimate. In this weblog, I would like to introduce to the resources available for reference and to have the initial scope analysis done. The Upgrade Providing an upgrade estimate can be a Herculean task and also it can be very tricky to come to a conclusion. Especially when the estimate and roadmap has to be provided for the upgrade from CRM 2.0c to CRM 4.0 The core technologies on which these two versions are built are different, thus adding to the pains and the confusions involved. CRM 2.0c was kind of primitive venture of SAP into the CRM league, and CRM 4.0 (or 5.0) is much more refined and also it stands on the latest Netweaver technology. This journey can be very demanding and painful for the team which is asked to provide the estimate. More often than not, as in our case, the team which supports the existing set-up is asked to do the job. This poses various issues like updating themselves with the latest version (CRM 4.0 in this case), understanding the new features available, and employing the bridging technique to move the existing setup from one platform to another. Apart from the acquaintance and prejudices for the tailored existing solution another major trouble for the team is the fact that all this applied knowledge is hypothetical. Old is Gold (?) Antique steam engines make sense, as they hold certain amount of aesthetic look and project a nostalgic (good) feeler. The same rule does not hold ground in case of a Production box run by almost all of its components – out of support. This elite list is of CRM 2.0c implementing Internet Sales 2.0 and SAP ITS 4.6D providing front end for order creation. And the operating system supporting the same is Win NT 4.0. Apart from SAP based issues, the OS causes its own share of trouble. And these two components sitting on top of one another end up being a deadly combination. I bet any one running CRM 2.0 or Win NT would retort the same. The Beginning After being involved in support of customized CRM, even the standard processes seem to elude the mind. So, where do we start? We figured out to start with the SAP documentation of CRM 2.0c. As always, SAP Help Portal is the best place to start with, but to our surprise that portal holds documentation of only CRM 3.0 or above – as part of mySAP Business Suite. Little bit of goggling helps with a URL to CRM 2.0c documentation. I never could get to it using drill down, so I always use the following URL:http://help.sap.com/saphelp_crm20c/helpdata/en/0a/02eb393900d815e10000000a11402f/frameset.htm The volumes of the data in the help documentation can be scary. For the teams like us, which are into CRM support, better thing would be to target version specific information and the upgrade information. Service Market Place will provide this information, but you will need login access for the same. Quick Links If Help portal scared you, Service Marketplace can scare the hell out of you. You can end up juggling between one link and another, and finally end up at the same place – but more confused. The ‘quick links’ provided by SAP are not comprehensive as far as CRM goes, so I want to go ahead and include few links which helped me a lot. To start the version study and get initial information the following link will be useful.https://websmp101.sap-ag.de/crm To get ramp-up specific information for your version, the ramp-up learning maps will be very useful.https://websmp101.sap-ag.de/rkt-crm . But only a few learning maps will be active, and that depends on access of your ID. To get the information of the support and maintenance provided by SAP, the following link is useful. https://websmp101.sap-ag.de/maintenance Understanding the Product specific details like end-of-maintenance dates, supported database platforms, supported database systems, OS systems, web servers, Java-based components can be found in Product Availability Matrix page. This can be accessed using the link of https://websmp101.sap-ag.de/pam This information is very elaborate and helps a lot in preparation of the upgrade – component wise. With all the information gathered with the above mentioned links, we will be in a position to have an overview of what we want. And what are the compatibilities and associated dependencies. Another quick link, where we end up spending most of the time is the place of Installation and Upgrade Guides. You can use https://websmp101.sap-ag.de/crm-inst When we talk about upgrading CRM, there will be some changes in the backend R/3 system also. To know more about the R/3 Plug-Ins, the following links will be useful.https://websmp101.sap-ag.de/r3-plug-inNext… From the next weblog, let us get into the details of the analysis of each component, and what can be its upgrade path.