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1. 2 20 Potential Security Risk When You Run Microsoft Dynamics CRM Server by Using the Same User Account as Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services 2 21 Register Microsoft Dynamics CM 2 23 Post Installation TaskS A 2 23 Microsoft Dynamics CRM 4 0 Installing Guide Manage Organizations Servers and Licensing ccccceseeeeteeeeeeeeeeeeeseeeeeeeaeeseaeeeeeeees 2 23 Install Sample REN 2 23 Troubleshooting Installation and Upgrade seesseesseeseeeseeeseeenntnnnennsennsennnennntnnnnnnnnnsennnnn 2 24 Log Fle Sinnsir nuai a ae a a ape ed 2 24 Server Installation Issues cccceceeeceeeeeeeeeseeceeeeeeeaeeesaaeeeeaeeseaeeesaaeeesaaesecaeeesaeeesaeeseneeeeaes 2 24 Send Us Your Feedback about This Chapter c ccccscceseeeeeeneeeeeeeeeeaeeeeeeeseeeeeseeeeenaeeneaes 2 27 3 Microsoft Dynamics CRM E Mail Router Installation JInsitruchons 3 28 EE 3 28 Microsoft Dynamics CRM for Outlook ceccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeseaaeseeeeeseaeeesaeeseneeeneeeee 3 28 IR le 3 28 Install E Mail Router and Rule Deployment Wiz and 3 29 Additional Tasko erer re ct Seca EE 3 30 E Mail Router Configuration Manager 3 31 Configuring E mail Routing for Multiple Configurations and Deplovments 3 32 Rule Deployment Wizard cc cca ite ae thes tee eed eet an dee ee die 3 32 Create the Rule Manually ccccceccceceeeeeeseeeeeeeeceeeeeeeaaeseeneeenaeeeeaaeeeeaaesgeeeseaeeesaee
2. e At my company or a partner hosted site Select this option if you will connect to a Microsoft Dynamics CRM server at your company or at a partner hosted site e An online service provider Select this option if you will connect to Microsoft Dynamics CRM through a Service Provider Access License SPLA 5 On the next Connect to Microsoft Dynamics CRM page in the address box type the URL for the Microsoft Dynamics CRM server and then click Next 6 On the Specify Security Account page type your password The user who is configuring the application will be used to run Data Migration Manager services This user must be a member of the Administrators group on the local computer Click Next 7 On the Specify SQL Server page indicate if you want to use a computer running Microsoft SQL Server or install and run Microsoft SQL Server Express on the local computer By default the configuration wizard will try to connect to the instance of SQL Server where the organization database is located In addition you can select a different SQL Server name and instance To do this type the SQL Server name and instance by using the format SQLServer_Name Instance_Name Click Next 8 On the Help Us Improve the Customer Experience page select whether you want to participate in the Customer Experience Improvement Program and then click Next Note With your participation in this program we can improve the quality of Microsoft Dynamics CRM by collecting
3. lt CRMSetup gt lt CRMSetup gt The configuration file must be a valid XML file that uses lt CRMSetup gt as the root element lt Server gt lt Server gt Specifies a Microsoft Dynamics CRM Server installation All the Microsoft Dynamics CRM Server entries that follow must be inside the Server tags lt InstallType gt Uninstall Repair lt InstallType gt Specifies the type of installation that Setup will perform The following options are available e Uninstall Uninstalls Microsoft Dynamics CRM Server e Repair Starts Setup in repair mode lt Patch update true false gt ServerName ShareName Patch_Location lt Patch gt If you do not specify a location by default Setup will go online to a location that is managed by Microsoft to search for available updates Or you can point Setup to install a Microsoft Dynamics CRM Server Setup update msp file from a different location such as an internal share update Specifies whether Setup will look for download and apply updates for Microsoft Dynamics CRM Server Setup We recommend that you let Setup download the latest version by selecting true By default this value is set to false If the value is set to false Setup will ignore this step and continue with the installation lt SqlServer gt SQLServername lt SqlServer gt Specifies the name of the instance of Microsoft SQL Server that will manage the Microsoft Dynamics CRM Server database files If SQL Server is running on the
4. Me Microsc Dynamics CRM Microsoft Dynamics CRM 4 0 Installing Guide Rev 4 0 0 Downloaded from www sonomapartners com Microsoft Dynamics CRM 4 0 Installing Guide Information in this document including URL and other Internet Web site references is subject to change without notice Unless otherwise noted the companies organizations products domain names e mail addresses logos people places and events depicted in examples herein are fictitious No association with any real company organization product domain name e mail address logo person place or event is intended or should be inferred Complying with all applicable copyright laws is the responsibility of the user Without limiting the rights under copyright no part of this document may be reproduced stored in or introduced into a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise or for any purpose without the express written permission of Microsoft Corporation Microsoft may have patents patent applications trademarks copyrights or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft the furnishing of this document does not give you any license to these patents trademarks copyrights or other intellectual property 2007 Microsoft Corporation All rights reserved Your right to copy
5. The config drive path configfilename xml command line parameter provides Microsoft Dynamics CRM for Outlook Setup with required information It is the same information that each installation screen requires The XML elements must be in English US special or extended characters cannot be used An XML configuration file that has localized XML elements will not work correctly An explanation of each XML element and a sample XML file follows lt CRMConfiguration gt lt CRMConfiguration gt The configuration file must be a valid XML file that uses lt CRMConfiguration gt as the root element lt Client gt lt Client gt Specifies a Microsoft Dynamics CRM for Outlook installation All the Microsoft Dynamics CRM for Outlook entries that follow must be within the Client tags lt ServerUrl Type OnPremise SPLA ShowUser true false gt http website lt ServerUrl gt Specifies the URL for the Web site associated with the Microsoft Dynamics CRM Server computer 7 61 Microsoft Dynamics CRM 4 0 Installing Guide Type Specifies the Microsoft Dynamics CRM Server type The following values are available e OnPremise Specify this option for Microsoft Dynamics CRM for Outlook to connect to a deployment that is installed at a company site and accessed internally or externally through a virtual private network VPN e SPLA Specify this option if Microsoft Dynamics CRM for Outlook will connect to a partner hosted Web site that
6. conftig drive path configfilename xml The config parameter uses the specified XML configuration file to provide Setup with the additional information to complete installation successfully An example XML configuration file is discussed in the following section Server XML Configuration File The config drive path configfilename xml command line parameter provides Microsoft Dynamics CRM Server Setup with required information The information supplied by the XML configuration file is the same required by each installation screen 7 49 Microsoft Dynamics CRM 4 0 Installing Guide Important The XML elements must be in English US An XML configuration file that has localized XML elements will not work correctly For example if you have a German version of Microsoft Dynamics CRM Server the XML file elements must still be English US By default Setup will use e UTF 8 encoding for the Setup XML configuration file Setup cannot load an XML configuration file when there are extended characters in the file You will receive an error message from Setup that the XML file is invalid If the XML configuration file contains extended characters you can work around this issue by saving the XML configuration file by using Unicode encoding To do this open the XML configuration file in Notepad click Save As in the Encoding list select Unicode and then click Save An explanation of each XML element and a sample XML file follows
7. On the E mail Rules tab click New Rule 3 Select the Start from a blank rule option make sure Check messages when they arrive is selected and then click Next 4 Select where my name is in the To box and then click Next 5 Select forward it to people or distribution list as an attachment and then in the Step2 Edit the rule description click and underlined value area click people or distribution list 6 Select the name of your E mail Router forward mailbox and then click OK 7 Click Next two times 3 33 Microsoft Dynamics CRM 4 0 Installing Guide 8 Make sure that the Turn on this rule option is selected and then click Finish 9 Make sure that the rule is at the top of the list and then click Apply Troubleshooting This section describes best practices and issues that may occur during or just after E mail Router installation Logging If a problem occurs during E mail Router Setup review the log file for information By default the E mail Router Setup log is named crm40exchangesetup log and is located in the c Documents and Settings lt user gt Application Data Microsoft MSCRM Logs folder on the computer where E mail Router is installed Test Access Feature The E mail Router Configuration Manager can test access for Microsoft Dynamics CRM users queues and forward mailboxes By using the Test Access feature you can troubleshoot issues that can prevent E mail Router from functioning correctly For more info
8. 43 Troubleshooting Data Migration Manager Setup eesssssessseessrsssressnnstnrsnnssnntnnnsnnnstnnsennent 5 43 Uninstall Data Migration Manager When Setup Does Not Complete Successfully 5 43 Data Migration Manager Authentication Failures A 5 43 Send Us Your Feedback about This Chapter c ccccecceceeeeeeneeeeeeeeeeeaeeeeaeeseeeeessaeeesnaeeseaes 5 43 6 Language Pack Installation Instruchong ee ee ee eee ee eeereeteee eee tees eeeeeeaeetaeeseeeaeeaee 6 45 Microsoft Dynamics CRM 4 0 Installing Guide OVEIVIGW Gs EE Bett Boe AeA ie Aan E ee eee 6 45 Deploy a Language Packie iene lane enh ane i ee dee eas 6 45 Step1 Install the Language Pack in the Deployment ccccceeeeeeeeeeeeeeeeeeeeeeaeeeeneeeeaees 6 45 Step 2 Enable the Language Pack in Your Organtzation 6 46 Step 3 Install the Language Pack for Microsoft Dynamics CRM for Outlook 6 46 Step 4 Select the Language to Display the User Interface and Help 6 46 Language Pack Installation Issues cc cceeeeeeeeeeeeeeeeeeaeeeeaee cents teaeeesaaeeseaeeesaeeesaeeneneeenaees 6 47 You receive a Setup could not install Language Pack Name error message 6 47 Send Us Your Feedback about This Chapter c ccccceceeeeeeeeseeeeeeeeseaeeeeaeeseeeeeseeeesnaeeneaes 6 47 7 Use the Command Line to Install Microsoft Dynamics CRM sssssssssssessssrnsssressrresrnssrnsns 7 48 General Procedures ivseeccgieciavecuseel cde ariii a
9. CurrencyName currencysymbol CurrencySymbol gt Specifies the ISO three letter currency code display name and symbol to use for the base currency For example if you want to have to use U S dollars as the base currency use isocurrencycode USD You must use a valid ISO currency description for the isocurrencycode attribute You must also specify the currency name and currency symbol display names for the ISO base currency For example if the ISO currency code is USD the currency name should be US Dollar and the currency symbol should be However you can use any string that you want for those attributes Important After Setup is complete you cannot change the base ISO currency code However you can change the base currency name and base currency symbol 7 51 Microsoft Dynamics CRM 4 0 Installing Guide A list of supported ISO currency codes are available in the System Requirements chapter in the Microsoft Dynamics CRM 4 0 Implementation Guide that is part of this document set lt OrganizationCollation gt CollationName lt OrganizationCollation gt Specifies the SQL Server database collation name to use for the organization database For example Latint_General_Cl_Al which is the default collation for English US language deployments For more information about database collation see the following Microsoft MSDN Web site SQL Server Collation Fundamentals http go microsoft com fwlink LinkID 987 15 lt CrmSer
10. File That Installs Only the AppServer and Async Server Roles The following example installs only the Application and Microsoft Dynamics CRM Help server roles on the local computer The configuration database already exists lt CRMSetup gt lt Server gt 7 56 Microsoft Dynamics CRM 4 0 Installing Guide lt Patch update true gt server share patchfile msp lt Patch gt lt LicenseKey gt XXXXX XXXXX XXXXX XXXXX XXXXX lt LicenseKey gt lt SqlServer gt SQLServer lt SqlServer gt lt database create false gt lt WebsiteUrl create true gt lt InstallDir gt c Program Files Microsoft CRM lt InstallDir gt lt Roles gt lt Role name AppServer gt lt Role name Async gt lt Roles gt lt SQM optin true gt lt CrmServiceAccount type DomainUser gt lt ServiceAccountLogin gt login lt ServiceAccountLogin gt lt ServiceAccount Password gt password lt ServiceAccount Password gt lt CrmServiceAccount gt lt Server gt lt CRMSetup gt Caution Maintaining the configuration file which has lt ServiceAccountLogin gt and lt ServiceAccountPassword gt values specified is a security risk because you are storing a password in plain text Delete these elements as soon as the configuration file is used to install Microsoft Dynamics CRM Server Install Microsoft Dynamics CRM Connector for SQL Server Reporting Services The Microsoft Dynamics CRM Connector for SQL Server Reporting Serv
11. Microsoft Dynamics CRM The steps are as follows 1 Install Data Migration Manager To complete this step run the Setup exe file in the DMManager folder found in the Client folder on the installation media 2 Configure Data Migration Manager To complete this step run the Data Migration Manager for the first time 3 Prepare map and then migrate the data To complete this step you must complete the following tasks a Prepare the source data for migration b Map the source data to the Microsoft Dynamics CRM data c Migrate the data For more information about how to map and migrate data see the Help that is included with the Data Migration Manager Install Data Migration Manager This Data Migration Manager must be installed on a computer that has a network connection to the Microsoft Dynamics CRM server Important You cannot run the Data Migration Manager on the same computer when Microsoft Dynamics CRM for Microsoft Office Outlook is running You must close Microsoft Dynamics CRM for Outlook before you run the Data Migration Manager Data Migration Manager Installation Instructions Follow the procedures in this section to install Data Migration Manager 1 Log on to the computer as a user who has Local Administrator privileges 5 40 Microsoft Dynamics CRM 4 0 Installing Guide 2 Double click SetupDMClient exe which is located with the installation files in the following folder lt Drive gt Client 3 On th
12. Microsoft Management Console MMC snap in that is installed on the computer where Microsoft Dynamics CRM Server is installed Important To run Deployment Manager you must have the Deployment Administrator role During Microsoft Dynamics CRM Server Setup the user running Setup is automatically added as a member of this role The Deployment Administrator role is granted or removed in the Deployment Administrators node in Deployment Manager This role cannot be managed in the Microsoft Dynamics CRM client applications For more information about this role see the Deployment Manager Help When you add a Deployment Administrator role to a user Deployment Manager does not add the required permissions on the instance of SQL Server where the Microsoft Dynamics CRM databases are stored When the user tries to start Deployment Manager the user might receive an Unable to access the MSCRM_CONFIG database SQL Server does not exist or access denied error message To resolve this issue you must add the user to SQL log ins by using SQL Server Management Studio Install Sample Data Sample data is available and can be used to train users on Microsoft Dynamics CRM You use Data Migration Manager to migrate the sample data into Microsoft Dynamics CRM 2 23 Microsoft Dynamics CRM 4 0 Installing Guide You can download the sample data and a data map a file that contains information about how data from a source system corresponds to data in Mi
13. Program Files Microsoft Dynamics CRM Data Migration Manager folder Click Next 7 The System Requirements page appears This page is a summary of all system requirements for a successful Data Migration Manager installation Failed tests must be corrected before installation can continue to the next step If there is a problem that will take time to correct cancel Setup at this point fix the problem and restart Setup If an error or warning occurs you can click Help for more information and steps to resolve the issue When all tests are successful and you are ready to install click Install 8 On the Data Migration Manager Setup page click Close Configure Data Migration Manager After Data Migration Manager Setup is finished you must run the Data Migration Configuration Wizard to complete the installation To do this follow these steps 1 Click Start point to All Programs point to Microsoft Dynamics CRM and then click Microsoft Dynamics CRM Data Migration Manager 2 On the first screen click Sign In This step may take several minutes to complete as the Data Migration Manager installs the temporary migration database and reads user and customization data from the Microsoft Dynamics CRM server 3 The Data Migration Manager Configuration Welcome page appears click Next 4 On the Connect to Microsoft Dynamics CRM page select one of the following options and then click Next 5 41 Microsoft Dynamics CRM 4 0 Installing Guide
14. Services Web site where the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services is installed to allow only secure sockets layer SSL also known as Secure HTTP connections For more information about how to configure SSL for IIS see the Internet Information Services IIS Manager Help To reduce the risk of certain security vulnerabilities we strongly recommend that you use different Active Directory accounts for the application pools used to run the Microsoft Dynamics CRM Server and SQL Server Reporting Services Web sites For more information see the following topic Potential Security Risk When You Run Microsoft Dynamics CRM Server by Using the Same User Account as Microsoft Dynamics CRM Connector for SQL Server Reporting Services 1 In the SrsDataConnector folder double click SetupSrsDataConnector exe 2 On the Welcome to Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup page select whether you want to update Microsoft Dynamics CRM Server Setup We recommend that if updates are available you let Setup download the latest version To do this click Update installation files wait until the update process is complete and then click Next 2 20 Microsoft Dynamics CRM 4 0 Installing Guide 3 On the License Agreement page review the information and if you accept the license agreement click accept this license agreement and then click Accept 4 If Setup detects that components
15. Setup indicates that the upgrade was not successful in most cases the rest of the Microsoft Dynamics CRM 4 0 application will function as expected For a list of those reports including an explanation see the server Setup log file By default the log file is located in lt systemdrive gt Documents and Settings lt User gt Application Data Microsoft MSCRM Logs crm40svrsetup log The reporting upgrade information is located near the end of the log file because report upgrade is one of the last stages of upgrade For more information about how reports are upgraded see Planning Deployment which is in the Planning Guide that is part of this document set 2 25 Microsoft Dynamics CRM 4 0 Installing Guide One or more workflows could not be upgraded message received during upgrade Because of changes in workflow and sales process functionality with Microsoft Dynamics CRM 4 0 some workflows cannot be upgraded Although Setup indicates that the upgrade was not successful in most cases the rest of the Microsoft Dynamics CRM 4 0 application will function as expected For a list of those workflows including an explanation see the server Setup log file By default the log file is located at lt systemdrive gt Documents and Settings lt User gt Application Data Microsoft MSCRM Logs crm40svrsetup log For more information about how workflows are upgraded see Chapter 4 Planning Deployment in the Microsoft Dynamics CRM 4 0 Plan
16. Web client Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM users who need access to CRM data while using the familiar Outlook application There are two user interfaces for Microsoft Dynamics CRM for Outlook e Microsoft Dynamics CRM for Outlook Install this on workstations including computers shared by several users with a permanent connection to the local area network LAN or the Internet but that are not used for travel If a computer is being shared by several users that is each user has a separate log on account and is a valid Microsoft Dynamics CRM user Microsoft Dynamics CRM for Outlook must be configured by running Microsoft Dynamics CRM for Outlook Setup for each user e Microsoft Dynamics CRM for Outlook with Offline Access Install this on computers for users who travel or are not always connected to the LAN With Microsoft Dynamics CRM for Outlook with Offline Access those users who require offline support while they work in the field will have access to their customer data Note For information about how to plan Microsoft Dynamics CRM for Outlook deployments see the Microsoft Dynamics CRM Planning Guide included with this document set Overview At the start of the Microsoft Dynamics CRM for Outlook installation you will be given the choice of which client to install Microsoft Dynamics CRM for Outlook resides in Outlook for its main application interface and is available from the Outlook s
17. are missing the Install Required Components page appears If you have already installed the required components this page will not appear If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you can click Next to continue Note These components are required before Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services can be installed You can exit Setup and install the components manually or select Install The Next button on this page is disabled until Setup detects that these components are installed Installing these components may require that you restart the computer If you are prompted to restart the computer do so and then start Setup again The 32 bit installation of NET Framework 3 0 can take up to 10 minutes to install 5 On the Specify Configuration Database Server page enter the name of the computer that is running SQL Server and contains the Microsoft Dynamics CRM configuration database that is named MSCRM_CONFIG and then click Next 6 The System Requirements page appears This page is a summary of the requirements for a successful Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services installation Failed tests must be corrected before installation can continue If a problem will take time to correct cancel Setup at this point fix the proble
18. area to download WSDL files for programming Set Application Mode In System Settings you can select whether Microsoft Dynamics CRM will run in application mode which hides the address tool and menu bars on the browser Set ISV integration In System Settings you can select whether custom buttons or menus appear Microsoft Dynamics CRM 4 0 Installing Guide What s New in Workflow The new workflow features include the following options In earlier versions of Microsoft Dynamics CRM creating workflows was limited to users who had been granted permission to access the server that was running Microsoft Dynamics CRM Workflow creation is now available to all users of the Microsoft Dynamics CRM Web client In addition administrative users can now monitor individual workflow jobs in the new System Jobs area of the Web client System jobs are processes that run in the background such as workflow jobs and bulk import When a system job is started the person starting the job can select who should be notified by e mail when the job is finished The new Web based workflow system is fully integrated into the Microsoft Dynamics CRM 4 0 Web client and replaces the server based Workflow Manager tool Based on Windows Workflow Foundation the new Microsoft Dynamics CRM 4 0 workflow system also supports a broad range of activities created outside the Web client using development tools such as Microsoft Visual Studio What s New in Microsoft
19. can click Next to continue 2 13 Microsoft Dynamics CRM 4 0 Installing Guide Note These components are required before Microsoft Dynamics CRM can be installed You can exit Setup and install the components manually or select Install The Next button on this page is disabled until Setup detects that these components are installed Installing these components may require that you restart the computer If you are prompted to restart the computer do so and then start Setup again The installation of Microsoft NET Framework 3 0 can take up to 10 minutes to install 9 If you are installing Microsoft Dynamics CRM 4 0 Enterprise the Specify Setup Type page appears Click Typical to install all server roles on the computer or click Custom for a specific server role group When you click Custom there are two server role groups available Application Server Role which has services that provide users access to data and content and Platform Server Role which has services that process data For more information about server roles see the Planning Deployment chapter in the Microsoft Dynamics CRM 4 0 Planning Guide Important When you select Custom Microsoft Dynamics CRM Server Setup does not create an organization database during the installation If the deployment does not have an organization database you must use Deployment Manager to create a new organization For information about how to create a new organization see the Deployment Manag
20. connection strings 14 On the Specify E mail Router Settings page you can keep the existing E mail Router server or type a new name for the computer on which the E mail Router will be installed This computer will be used to route Microsoft Dynamics CRM e mail messages If you will not install the E mail Router you can leave this box blank Then click Next 15 The System Requirements page appears This page is a summary of all system requirements for a successful Microsoft Dynamics CRM Server installation Failed tests must be corrected before installation can continue If a problem will take time to correct cancel Setup at this point fix the problem and restart Setup again All errors must be resolved If no errors or only warnings appear you can continue with the installation To do this click Next 16 Review the Ready to Install the Application page click Back to correct any errors When you are ready to continue click Upgrade 17 When Setup completes successfully the Microsoft Dynamics CRM 4 0 Completed page appears We recommend that you let Setup restart the computer by leaving the Restart the computer when the wizard closes option checked Click Finish 2 19 Microsoft Dynamics CRM 4 0 Installing Guide Important You cannot install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services before you install Microsoft Dynamics CRM Server By default Setup turns on HTTP compression on the server that is run
21. information about how you use the application No personally identifiable information will be collected or transmitted to Microsoft By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on 9 The System Requirements page appears This page is a summary of all system requirements for a successful Data Migration Manager installation Failed tests must be corrected before configuration can continue If a problem will take time to correct cancel Data Migration Manager Setup at this point fix the problem and restart the Data Migration Manager Setup All errors must be resolved If no errors or only warnings appear you can continue with the configuration To do this click Next 10 On the Configuration Complete page click Finish If there was a problem during the installation click View the log file to review the log file for information about the configuration Logging By default data migration logging is turned off When data migration logging is turned on the log files are put in the C Program Files Microsoft Dynamics CRM Data Migration Manager DMClient Trace folder Logging functionality is maintained in the following registry entries in the HKEY_LOCAL_MACHINE SOFTWARE Microsoft Data Migration Wizard subkey e TraceEnabled dword 00000001 00000001 turns logging on 00000000 turns logging off e TraceDirectory lt Local directory path where log files are created such as c c
22. is operating under a service provider license agreement SPLA In addition you must select this option for Microsoft Dynamics CRM for Outlook users who will connect to Microsoft Dynamics CRM Server on premise versions over the Internet ShowUser Specifies whether to display the Connection Type page to the user who is running the configuration wizard If set to true the Connection Type page is displayed and the user can override the default settings that are provided in the XML configuration file If set to false the Type attribute in the lt ServerUrl gt element will be used and the Connection Type page will not be displayed during configuration lt CEIP optin true false gt Specifies whether you will participate in the Customer Experience Improvement Program If you specify true you will participate in the program Note By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on If later you decide that you do not want to participate in the Customer Experience Improvement Program you can turn off this feature in the Microsoft Dynamics CRM Web application To do this in the Navigation Pane click Settings under Settings click Administration in the Administration area click Privacy Preferences in the Privacy Preferences dialog box clear the Yes am willing to participate anonymously in the Customer Experience Improvement Program check box and then click OK lt Organization gt Or
23. mail Router performs the following tasks 3 28 Microsoft Dynamics CRM 4 0 Installing Guide e Routes incoming Microsoft Dynamics CRM e mail messages e Sends e mail messages generated from Microsoft Dynamics CRM The E mail Router is required for users or queues that do not use Microsoft Dynamics CRM for Outlook The E mail Router can be installed on various versions of the Windows operating system You can install E mail Router on an Exchange Server computer on a computer that is running on Windows Server 2003 or Windows Server 2008 when available or a computer that is running on Windows XP or Windows Vista The computer that you install E mail Router on must have a connection to the Exchange Server or POP3 e mail server The E mail Router contains the following components e E mail Router service and program files e E mail Router Configuration Manager This is a tool that you use to configure E mail Router e Rule Deployment Wizard This wizard lets you deploy rules that are used to route e mail messages to a forward mailbox The Rule Deployment Wizard does not work with POP3 SMTP e mail servers Install E Mail Router and Rule Deployment Wizard The E mail Router and Rule Deployment Wizard are installed by running Microsoft Dynamics CRM E mail Router Setup To install E mail Router and Rule Deployment Wizard follow the instructions in this section Important Microsoft Dynamics CRM E mail Router Setup will not upgrade a Micr
24. run Setup again To uninstall the Data Migration Manager open Add or Remove Programs in Control Panel click Data Migration Manager click Change Remove and then follow the instructions that appear on the screen Data Migration Manager Authentication Failures When you run Data Migration Configuration Wizard or the Data Migration Manager after it is installed and configured and you cannot authenticate with the Microsoft Dynamics CRM Server follow these steps to work around this problem 1 Start the Microsoft Dynamics CRM Web application To do this start Microsoft Internet Explorer type the URL of the Microsoft Dynamics CRM server and then press ENTER 2 When the log on prompt appears enter your user name and password click Remember my password and then click OK 3 Run the Data Migration Configuration Wizard again Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback 5 43 Microsoft Dynamics CRM 4 0 Installing Guide Send Feedback 5 44 Microsoft Dynamics CRM 4 0 Installing Guide 6 Language Pack Installation Instructions The Microsoft Dynamics CRM 4 0 Language Pack lets users switch the language of the user interface or Help that is displayed in the appli
25. this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law Microsoft MS DOS Windows Windows Server Windows Vista Microsoft Dynamics Active Directory BizTalk and Outlook are trademarks of the Microsoft group of companies All other trademarks are property of their respective owners Microsoft Dynamics CRM 4 0 Installing Guide Contents installing ik 61 e E 1 1 PROVO EE 1 1 Wi e e 1 1 Microsoft Dynamics CRM Editions and Licensing cess eeeeeeseeeeesaeeeeaeeeeneeees 1 1 elle E 1 1 PICO MISIING EE 1 2 Client Access License Tvpes 1 2 What s New in Microsoft Dynamics CRM A ON 1 2 MU ERR ue ced that etait ae tian ie hae tan 1 2 EE ROSS scsi ese Sate Nw ERB A Ee AER 1 3 Microsoft Dynamics CRM 4 0 Connector for SQL Reporting Services cccceeeeeeeeeeees 1 3 Microsoft Dynamics CRM 4 0 Language Pack 1 3 Olli in 1 3 Resource Cemer 20 eege ENEE ENEE Ee EENS 1 3 What s New in Data Management sesseseesseesisssiesristriettisstinttisttnnstnnttnnttnnntnnstnnntnnntnn tenn nnt 1 3 What s New in Customization 0 ccccccccccssccecessneeeeeenneeeeeesseeeeesaeeeeesaeeeessceeeeessseeeeesseeeeneas 1 4 What s New in Workflow
26. topics are discussed Components installed during Microsoft Dynamics CRM Server Setup Learn about the components that if not already installed are installed during Setup Microsoft Dynamics CRM Server Installation This section has step by step instructions for installing Microsoft Dynamics CRM Server for both new deployments and for upgrading existing deployments Microsoft Dynamics CRM 4 0 Connector for Microsoft SQL Server Reporting Serviceslinstallation This section provides step by step instruction about how to install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Register Microsoft Dynamics CRM After you install Microsoft Dynamics CRM Server you must register it within 30 days to continue to use the application This section provides information about how to register Microsoft Dynamics CRM Post Installation Tasks Find information about the tasks and configuration settings that are completed after you install Microsoft Dynamics CRM Server Troubleshoot Installation This section has information about how to troubleshoot common problems that occur during Microsoft Dynamics CRM Server Setup Microsoft Dynamics CRM 4 0 Installing Guide Components Installed During Server Setup This section describes what is installed during Microsoft Dynamics CRM Server Setup Microsoft Dynamics CRM Server Installed Configuration Components When Microsoft Dynamics CRM Server is installed on the server the defa
27. up users and data access Set up e Understand the security model Controlling Data Access business units and security roles so that users can access the most suitable data and then add users These tasks are completed inthe e Review security roles Work with Security Roles Administration area of Settings Create business units Work with Business Units e Configure users Manage a User s Record 9 72 Microsoft Dynamics CRM 4 0 Installing Guide Task Subtask Help Topic Title Review your user interface Determine e Learn about what can be changed Requesting User whether changes are needed to forms and Interface Changes views These changes can all be made from the application This task is completed in the Customization area of Settings Customize entities Customization Privileges Define which Getting Started tasks new e Select goals and tasks to display Business Goals Form users see Control which business goals and tasks appear on the Getting Started page This task is completed in the Business Goals section of Getting Started Goal 2 Integrate E mail with Microsoft Dynamics CRM In this table you will find the tasks to integrate e mail messaging with Microsoft Dynamics CRM Task Subtask Help Topic Title Decide how e mail message will be e Learn about e mail configurations Understanding E mail processed If you want to track incoming and Configurations outgoing e mail messages in Microsoft Dynamics CRM you mus
28. your Microsoft Dynamics CRM server through the Internet Click Next Important If you have server roles installed on separate computers you must specify the Web address of the computer where the Discovery Service server role is installed 4 On the Select Organization page select the organization that you want to connect to in the list and then click Next 5 On the Help Us Improve the Customer Experience page select whether you want to participate in the Customer Experience Improvement Program and then click Next Note With your participation in this program we can improve the quality of Microsoft Dynamics CRM by collecting information about how you use the application No personally identifiable information will be collected or transmitted to Microsoft By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on 4 37 Microsoft Dynamics CRM 4 0 Installing Guide 6 The System Requirements page appears This is a summary of all system requirements for a successful Microsoft Dynamics CRM for Outlook installation Failed checks must be corrected before configuration can continue If a problem will take time to correct cancel the Office Configuration Wizard at this point fix the problem and restart the Office Configuration Wizard All errors must be resolved If no errors or if only warnings appear you can continue with the configuration To do this click Next 7 On the Configuration C
29. CRMSetup open and end tags All the E mail Router entries that follow must be within the Exchange tags lt InstallType gt Uninstall Repair lt InstallType gt Specifies the type of installation that Setup will perform The following options are available 7 63 Microsoft Dynamics CRM 4 0 Installing Guide e Uninstall Uninstalls Microsoft Dynamics CRM Server e Repair Starts Setup in repair mode lt Patch update true false gt ServerName ShareName Patch_Location lt Patch gt If you do not specify a location by default Setup will go online to a location that is managed by Microsoft to search for available updates Or you can point Setup to install a Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup update msp file from a different location such as an internal share update Specifies whether Setup will look for download and apply updates for Microsoft Dynamics CRM Server Setup We recommend that you let Setup download the latest version by selecting true By default this value is set to false If the value is set to false Setup will ignore this step and continue with the installation lt InstallDir gt c Program Files Microsoft CRM Email lt InstallDir gt Specifies the folder where the E mail Router will be installed By default the E mail Router is installed to c Program Files Microsoft CRM Email lt Features gt lt Features gt If a value is not specified Setup installs the E mail Rou
30. Dynamics CRM 4 0 E mail Router The Microsoft Dynamics CRM 4 0 E mail Router includes the following new features Support for multiple Microsoft Dynamics CRM Server computers Separately maintained incoming and outgoing e mail server configurations Support for POP3 incoming e mail servers The E mail Router can now be installed on a Windows Server computer that is not running Microsoft Exchange What s New in Microsoft Dynamics CRM for Outlook The Microsoft Dynamics CRM 4 0 for Outlook includes the following new features The E mail Router is no longer required to send and receive Microsoft Dynamics CRM 4 0 e mail messages Setup and configuration are now separate programs There is an updated look using the 2007 Microsoft Office system user interface components such as the Ribbon which replaces the traditional menu and toolbar A Diagnostics Wizard can be used to troubleshoot issues with the Microsoft Dynamics CRM 4 0 for Outlook There are improved Mail Merge features in the Web application The Mail Merge feature has been added to the Web application You can now specify the details of the Microsoft Dynamics CRM activity created by Mail Merge There are performance improvements There have been several technical changes to synchronization to reduce the time that is required to go offline Activity tracking and synchronization improvements are included Microsoft Office Outlook tasks can now be mapped to Microsoft Dynamic
31. Feedback about This Chapter c cccceccecseeeeeeeeeeeeeeeeeaeeeeaeeseeeeessaeeesaeeneaes 8 71 Post Installation and Configuration Guidelines eseesseesieesseeseeesieerieernesriesrresrinsrnnnene 9 72 Configuration Guide And Roadmap ceecceceeeeeeeeeeeeeeeeceaeeeeaaeseeeeeseaeeeseaesseaeeseeeeessaeeneaeeseaes 9 72 Goal 1 Tailor Microsoft Dynamics CRM to Your Business 9 72 Goal 2 Integrate E mail with Microsoft Dynamics CRM s ssseessssssssssrsssrnssrnsssnssrnnsnnssrnses 9 73 Goal 3 Manage Customer Support 9 73 Goal 4 Manage Schedulable Hesources trnns tn tnst tn rnst tnnnnnnn nnne ennan 9 75 Goal 5 Manage Marketing 9 75 Goal 6 Manage Sales Transactons 9 75 Goal 7 Automate Business PDrocesses nenn nnnn 9 76 Instructions for Removing the Resource Center 9 76 Recovering from Errors that Occur after You Remove the Resource Center 9 78 Send Us Your Feedback about This Chapter ccccccccccceceeeeeeseeeeneeeeeaeeeeeeeseeeeeseeeeenaeeneaes 9 78 Microsoft Dynamics CRM 4 0 Installing Guide 1 Overview Welcome to the Microsoft Dynamics CRM 4 0 Installing Guide This guide is part of a comprehensive set of documents that describe how to plan implement and operate Microsoft Dynamics CRM versions installed and maintained at the organization s premises on premise versions The Microsoft Dynamics CRM 4 0 Implementation Guide consists of the following three documents e Planning Guide Use this to d
32. Install Microsoft Dynamics CRM E mail Router The E mail Router accepts the same command line parameters as Microsoft Dynamics CRM Server To install the E mail Router in quiet mode that uses an XML configuration file that is named install config xml and that creates a log file that is named log txt run the SetupExchange exe command in the Exchange folder on the installation media or download location of the Microsoft Dynamics CRM Server installation files as follows Setupexchange Q CONFIG folderpath install config xml L log txt E mail Router XML Configuration File The config drive path configfilename xmi command line parameter provides Microsoft Dynamics CRM Exchange E mail Router Setup with required information It is the same information that each installation screen requires Important To use the E mail Router after it is installed you must run the E mail Router Configuration Manager to configure it You cannot configure the E mail Router using an XML configuration file The XML elements must be in English US An XML configuration file that has localized XML elements will not work correctly An explanation of each XML element and a sample XML file follows lt CRMSetup gt lt CRMSetup gt The configuration file must be a valid XML file that uses lt CRMSetup gt as the root element lt Exchange gt lt Exchange gt Specifies a Microsoft Dynamics CRM E mail Router installation The Exchange tag must be within the
33. M users 3 Users can then set the user interface and Help language displays that they want Deploy a Language Pack Follow the procedures in this section to install the Microsoft Dynamics CRM Language Pack Step1 Install the Language Pack in the Deployment 1 Log on to the computer where Microsoft Dynamics CRM Server is installed as a user who has Local Administrator privileges 2 Double click MUISetup msi where the Language Pack files are located 3 On the License Agreement page review the information and if you accept the license agreement click accept this license agreement and then click Install Setup copies the Language Pack files By default the Language Pack files are copied to lt drive gt Program Files Microsoft CRM LangPacks lt Lang D gt where LangID is the language identifier such as 1033 for English US or 1043 for Dutch 6 45 Microsoft Dynamics CRM 4 0 Installing Guide 4 On the completion page click View log file if you want to review the Setup log file In addition you can click View Read Me to view the Read Me file that contains up to date information about Microsoft Dynamics CRM 4 0 Language Packs Click Finish to complete the installation Step 2 Enable the Language Pack in Your Organization Before users can start using Language Pack to display a language the Language Pack must be enabled for the organization To do this you must start the Microsoft Dynamics CRM Web application and then f
34. M Server components and creates new databases on an instance of SQL Server that is named SQLServer lt CRMSetup gt lt Server gt lt Patch update true gt server share patchfile msp lt Patch gt lt LicenseKey gt XXXXX XXXXX XXXXX XXXXX XXXXX lt LicenseKey gt lt SqlServer gt SQLServer lt SqlServer gt lt Database create true gt lt Reporting URL http MyReportingServer ReportServer gt lt OrganizationCollationsLatinl General CI AI lt OrganizationCollation lt basecurrency isocurrencycode USD currencyname US Dollar currencysymbol gt lt Organization gt Long Organization Name lt Organization gt lt OrganizationUniqueName gt Organization Name lt OrganizationUniqueName gt lt OU gt 0U value DC subdomain DC subdomain DC subdomain DC com lt OU gt lt WebsiteUrl create false gt LM W3SVC 1 lt WebsiteUrl gt lt InstallDir gt c Program Files Microsoft CRM lt InstallDir gt lt CrmServiceAccount type DomainUser gt lt ServiceAccountLogin gt login lt ServiceAccountLogin gt lt ServiceAccount Password gt password lt ServiceAccount Password gt lt CrmServiceAccount gt lt SQM optin true gt lt Email gt 7 54 Microsoft Dynamics CRM 4 0 Installing Guide lt IncomingExchangeServer name ExchangeServerName gt lt Email gt lt Server gt lt CRMSetup gt Caution Maintaining the configuration file which has lt ServiceAccountLogin gt and lt ServiceAccou
35. Role name RoleName1 gt lt Role name RoleName2 gt e ApplicationServer nstalls the server roles that apply to the Microsoft Dynamics CRM application When you specify this option the AppServer and HelpServer roles are installed Notice that the SDKServer server role will also be installed e PlatformServer nstalls the server roles that apply to Microsoft Dynamics CRM When you specify this option the Async SDKServer DeploymentService and DiscoveryService roles are installed e Async Installs the Microsoft Dynamics CRM Processing Asynchronous Service This service is used to process queued asynchronous events such as bulk e mail or data import e AppServer Installs the components that are needed to run the Web application server e SDKServer Installs the components that are needed to run applications that use the methods described in the Microsoft Dynamics CRM 4 0 Software Development kit SDK e DeploymentService Installs the components that are required to manage the deployment by using the methods described in the Microsoft Dynamics CRM 4 0 SDK such as create an organization or remove a Deployment Administrator role from a user e DiscoveryService nsialls the components users need to find the organization that they are a member of in a multi tenant deployment e HelpServer nstalls the components that are needed to make Microsoft Dynamics CRM Help available to users lt Roles gt Sample XML Configuration
36. SQL Reporting Services server you must complete specific tasks before and after you run Setup These tasks are described in the previous topic How to Upgrade Multiple Deployments of Microsoft Dynamics CRM 3 0 That Share an Instance of SQL Server 1 Meet all requirements in the System Requirements and Required Components chapter that is in the Planning Guide that is part of this document set 2 Log on to your domain as a user who has administrator level privileges 3 View the Readme file to determine the location of the Microsoft Dynamics CRM installation files 4 In the folder where the Microsoft Dynamics CRM files are located move to the root folder and then double click Setup exe 5 On the Welcome to Microsoft Dynamics CRM Setup page select whether you want to update Microsoft Dynamics CRM Server Setup We recommend that if updates are available you let Setup download the latest version To do this click Update installation files wait until the update process is complete and then click Next 6 Type your license number in the License code boxes and then click Next 7 On the License Agreement page review the information and if you accept the license agreement click accept this license agreement and then click Accept 2 17 Microsoft Dynamics CRM 4 0 Installing Guide 8 If Setup detects that components are missing the Install Required Components page appears If you have already installed the required c
37. Server Setup again To manually add the objects to Active Directory use Active Directory Users and Computers You must add the following users and computers to each security group Security Group Description Object Type PrivUserGroup User who is running Microsoft Dynamics CRM Server Setup User PrivUserGroup Computer on which Microsoft Dynamics CRM is installed Computer PrivUserGroup Computer on which Microsoft Exchange Server is installed if Computer using the E mail Router SQLAccessGroup Computer on which Microsoft Dynamics CRM is installed Computer PrivReportingGroup Computer on which Microsoft Dynamics CRM Connector for Computer SQL Server Reporting Services is installed ReportingGroup User who is running Microsoft Dynamics CRM Server Setup User ReportingGroup Any user who will run reports User UserGroup User who is running Microsoft Dynamics CRM Server Setup User UserGroup Any user who will run Microsoft Dynamics CRM User You Receive an Unknown Error 0x80005000 Error Message During a Quiet Mode Installation You may receive an Unknown Error 0x80005000 during a quiet mode installation This issue can occur when you try to install Microsoft Dynamics CRM Server on a Windows Server computer that does not have Internet Information Services IIS installed and configured To 7 66 Microsoft Dynamics CRM 4 0 Installing Guide resolve this issue install IIS and then run Setup again For more information about how to insta
38. String Value 4 Type CRM_DMClient_InstallDir and then press ENTER 5 Right click CRM_DMClient_InstallDir click Modify type the full path of the location of the Data Migration Manager installation files and then click OK By default the Data Migration Manager installation files are located in the c Program Files Microsoft Dynamics CRM Data Migration Manager folder 6 Exit Registry Editor 7 Try running the repair or uninstall again 8 70 Microsoft Dynamics CRM 4 0 Installing Guide Uninstall or Disable a Language Pack You can disable a Language Pack in the organization When you do this users will no longer be able to see the Microsoft Dynamics CRM user interface and Help language in the associated Language Pack language Later you can enable the Language Pack by clicking the language in the Language Settings list If you uninstall a Language Pack you must reinstall the Language Pack and then enable it before itis available to users again When a Language Pack is removed or disabled users who have that Language Pack language selected on the Personal Preferences form will be obliged to use the base language For example consider the following scenario A Microsoft Dynamics CRM deployment has English as the base langauge yet the Spanish Language Pack was used in the organization Then when the system administrator disables or uninstalls the Spanish Language Pack users who selected the user interface to be in Spanish will s
39. and Line Exvamples 7 61 Sample Microsoft Dynamics CRM for Outlook XML Configuration Files 00naaaaenaaaaanaa 7 62 Install Microsoft Dynamics CRM E mail Houter 7 63 E mail Router XML Configuration Ee 7 63 Sample Microsoft Dynamics CRM E mail Router XML Configuration File 7 65 Microsoft Dynamics CRM Server Installation Troubleshooting 0 cccesceeeeeeesteeeeseeeeeees 7 65 Setup Fails or Client Receives an Unhandled Exception When Trying to Connect after Installing Microsoft Dynamics CRM A 0 7 65 8 9 Microsoft Dynamics CRM 4 0 Installing Guide You Receive an Unknown Error 0x80005000 Error Message During a Quiet Mode lee RE 7 66 Send Us Your Feedback about This Chapter ccc ccccccceceeeeeeeeeeeeeeeeeeaeeeeeeeseeeeeseeeesiaeeneaes 7 67 Uninstall and Repair Instruchons enreie a e a a i a a aE 8 68 Uninstall or Repair Microsoft Dynamics CRM Geer 8 68 Uninstall or Repair Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services heednesche erer 8 68 Uninstall or Repair E mail Router cecccccceeeeeeceeeee cece eeeeaeceeeeeeeaeeeseaeeseaeeseneeeseaeeseaeeeeeeees 8 68 Uninstall or Repair Microsoft Dynamics CRM for Outlook sssseesseessesssressrnssrnesrnnsrnnsrnnesnnens 8 69 Uninstall Data Migration Manager 8 69 Troubleshooting Data Migration Repair or Uninstall ISSUCS eee eeeeeeeenteeeeeeneeeeeenes 8 70 Uninstall or Disable a Language Pack 8 71 Send Us Your
40. arate application pool for the Microsoft Dynamics CRM application Web site for Microsoft Dynamics CRM The following Active Directory groups are added Notice that when the Active Directory domain is set to Native Mmode this group must be of the type Domain Local Security or Universal Security Group Description 2 8 Microsoft Dynamics CRM 4 0 Installing Guide Group Description PrivReportingGroup Privileged Microsoft Dynamics CRM user group for reporting functions This group is created during Microsoft Dynamics CRM Server Setup and configured during Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup PrivUserGroup Privileged Microsoft Dynamics CRM user group for special administrative functions including CRMAppPool identity domain user or NetworkService The users who configure Microsoft Dynamics CRM Server must be added to this group SQLAccessGroup All server processes service accounts that require access to SQL Server including CRMAppPool identity domain user or NetworkService ReportingGroup All Microsoft Dynamics CRM users are included in this group This group is updated automatically as users are added and removed from Microsoft Dynamics CRM By default all Microsoft Dynamics CRM Reporting Services reports grant Browse permission to this group UserGroup All Microsoft Dynamics CRM users are included in this group This group is updated automatically as users are added and removed from Micros
41. ation collecting that is needed before you install Microsoft Dynamics CRM Organizations implementing Microsoft Dynamics CRM software might use the services of an independent software vendor ISV or value added reseller a consultant or other organization partnering with Microsoft These professionals can help you with implementing and maintaining Microsoft Dynamics CRM Because of this assumption there may be references in this guide to these partners who are expected to provide various services to you Microsoft Dynamics CRM Editions and Licensing Microsoft Dynamics CRM 4 0 offers several editions that cover various implementations for small to mid level to even very large organizations Editions e Microsoft Dynamics CRM 4 0 Workgroup This edition is limited to five or fewer users It can be installed on Microsoft Windows Small Business Server 2003 R2 Enterprise Edition any of the supported Windows Server 2003 editions or Windows Server 2008 1 1 Microsoft Dynamics CRM 4 0 Installing Guide when available This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM Server e Microsoft Dynamics CRM 4 0 Professional This edition has no user limit and is limited to a single organization but Microsoft Dynamics CRM 4 0 Professional can be installed on more than one computer in the same deployment e Microsoft Dynamics CRM 4 0 Enterprise There is no user limit for this edition A
42. ations Authentication Authorization and Secure Communication 2 22 Microsoft Dynamics CRM 4 0 Installing Guide Register Microsoft Dynamics CRM Full versions of Microsoft Dynamics CRM must be registered within 30 days of installing Microsoft Dynamics CRM Server Trial and prerelease versions are not registered Warning If you do not register Microsoft Dynamics CRM within 30 days of installing Microsoft Dynamics CRM the product will change to read only mode When the product is in read only mode data can no longer be updated and new data can no longer be entered into the system Completing registration alerts Microsoft to that your deployment of Microsoft Dynamics CRM is licensed and therefore eligible for benefits and support Registration requires a working connection to the Internet To register Microsoft Dynamics CRM on the computer where Microsoft Dynamics CRM Server is installed click Start point to All Programs point to Microsoft Dynamics CRM 4 0 and then click Registration Wizard Then follow the instructions on your screen Post Installation Tasks This section provides information about the tasks and configuration settings to be completed after you install Microsoft Dynamics CRM Server Manage Organizations Servers and Licensing You use Deployment Manager to create enable and disable organizations enable and disable servers and view and upgrade licenses for Microsoft Dynamics CRM Server Deployment Manager is a
43. box to route e mail messages in Active Directory you must create a user and mailbox which will be used as the E mail Router forward mailbox For more information 3 30 Microsoft Dynamics CRM 4 0 Installing Guide about the forward mailbox see the Planning Deployment chapter in the Microsoft Dynamics CRM Planning Guide Important You must log on to the forward mailbox at least one time before E mail Router can use it to process e mail messages To add a user and mailbox to Active Directory follow these steps 1 Log on to a domain controller or computer in the domain using an account that is a member of the Domain Administrators group 2 Click Start point to All Programs point to Administrative Tools and then click Active Directory Users and Computers 3 In the console tree expand the domain node and then click the organizational unit OU where user accounts are located This may vary depending on your forest and domain structure The default location is the User OU 4 In the details pane right click the container where you want to add the user point to New and then click User 5 In First name box type the user s first name 6 In the Initials box type the user s initials 7 In Last name box type the user s last name 8 Modify the full name as necessary 9 In User logon name type the name that the user will use to log on From the drop down list click the UPN suffix that will be appended to the user logon na
44. cation For example your multinational organization might have standardized on an English user interface to simplify internal training and troubleshooting But if you prefer to read Help in your native language of German you can specify that Microsoft Dynamics CRM display Help in German Overview During installation files that enable users to change the language of the user interface and Help are copied to the destination hard disk Localized templates and wizards are also added to the needed Microsoft Dynamics CRM applications After installation Microsoft Dynamics CRM Language Pack capabilities and corresponding options are available from Microsoft Dynamics CRM client applications Users do not start Microsoft Dynamics CRM Language Pack as a separate application Note The Microsoft Dynamics CRM Language Pack is a separate download or media disk and has its own installer The Microsoft Dynamics CRM Language Pack only changes the Microsoft Dynamics CRM user interface and Help If you already have the Microsoft Office 2003 or 2007 Microsoft Office system Language Pack you still must install the Microsoft Dynamics CRM Language Pack for users to change the language displayed in Microsoft Dynamics CRM There are three main tasks that you must complete when you use Microsoft Dynamics CRM Language Packs 1 Install one or more Language Packs in the deployment 2 Enable one or more Language Packs to make them available to Microsoft Dynamics CR
45. computer where you are installing Microsoft Dynamics CRM Server you can specify or localhost lt Database create true false update true false gt create Values for this parameter are either true or false True causes Setup to create a new Microsoft Dynamics CRM database False causes Setup to connect to an existing Microsoft Dynamics CRM database as indicated by the Active Directory organizational name see the following lt Organization gt element update Values for this parameter are either true or false Select true if you want Setup to upgrade an existing Microsoft Dynamics CRM 3 0 deployment 7 50 Microsoft Dynamics CRM 4 0 Installing Guide lt Organization gt Organization friendly or long name lt Organization gt Specifies the long name of your organization The name can be up to 250 characters long and extended characters are supported lt OrganizationUniqueName gt OrganizationName lt OrganizationUniqueName gt Specifies the name of your organization There is a 30 character limit Notice that extended characters or spaces are not allowed If you leave this element blank Setup will generate a short name based on the OrganizationFriendlyName value lt OU gt OU value DC value DC value DC value DC value lt OU gt The lt OU gt element specifies the Active Directory organizational unit OU and domain DC values that this Microsoft Dynamics CRM Server computer is to be associated with For example l
46. created by experts in the Microsoft Dynamics CRM community The Resource Center includes links to an external Web site hosted by Microsoft and is not displayed when users are offline However if users of the on premise version of Microsoft Dynamics CRM do not have access to the Internet they cannot use the content on the Resource Center In these situations the Resource Center can be removed from the application by using the following steps 1 Export the SiteMap by using the Export Customizations feature a In the Navigation Pane click Settings click Customization and then click Export Customizations b Select SiteMap then on the Actions toolbar click More Actions and then click Export Selected Customizations C Save the customization compressed zip file and make a copy of it as a backup 9 76 Microsoft Dynamics CRM 4 0 Installing Guide 2 Extract the customization xml file from the customization zip file 3 Open the customization xml file by using a text editor such as Microsoft Visual Studio or Notepad 4 Locate the following node in the file ImportExportXml SiteMap SiteMap Area Id ResourceCenter 5 Comment the Area by using lt and gt tags where the Id attribute is set to ResourceCenter as follows lt lt Area Id ResourceCenter ResourceId Area_ResourceCenter Icon _imgs resourcecenter 24x24 gif DescriptionResourceld ResourceCenter Area Description gt lt Group Id ResourceCenter
47. crosoft Dynamics CRM for the sample data and then use Data Migration Manager to migrate the sample data Make sure that you note the name of the migration so that you can easily delete the sample data when you are finished using it For more information view the following Web site Microsoft Dynamics CRM Sample Data http go microsoft com fwlink Linkld 1 00866 Troubleshooting Installation and Upgrade This section describes how to troubleshoot installation and known issues Log Files Setup creates log files that can be reviewed and used for troubleshooting By default the location of the log files where User is the account of the user who ran Setup is as follows lt systemdrive gt Documents and Settings lt User gt Application Data Microsoft MSCRM Logs Server Installation Issues This section describes how to troubleshoot Microsoft Dynamics CRM Server installation issues Setup cannot find the selected organizational unit A common reason that Setup cannot locate the organizational unit is because of name resolution problems To verify that the organizational unit that you specify can be resolved run the Active Directory Users and Computers snap in on the computer where you are running Microsoft Dynamics CRM Server Setup To do this click Start click Run type dsa msc and then click OK In the Active Directory Users and Computers snap in expand the domain and then verify that you can view the organizational unit wher
48. crosoft Dynamics CRM 4 0 Server To do this click Start point to Control Panel and then click Add or Remove Programs In the programs list click Microsoft Dynamics CRM 4 0 Server and then follow the instructions that are on your screen 7 Run Microsoft Dynamics CRM 4 0 Server Setup select to connect to an existing deployment and then specify the instance of SQL Server that maintains the configuration database The instance of SQL Server to specify must be that which was specified during the last Microsoft Dynamics CRM 3 0 environment that you upgraded If you want to have multiple Microsoft Dynamics CRM Web servers in your deployment you can complete this step to associate the Microsoft Dynamics CRM Web application with the correct deployment 2 11 Microsoft Dynamics CRM 4 0 Installing Guide Option 3 Add All Organizations to a Single Microsoft Dynamics CRM 4 0 Deployment Note This option requires Microsoft Dynamics CRM 4 0 Enterprise To implement this option follow these steps 1 Back up the organization database OrganizationName_MSCRM that was created during the first upgrade and restore it to a new instance of SQL Server that will be used for the Microsoft Dyanmics CRM 4 0 deployment For more information about how to back up an organization database see the Backing Up the Microsoft Dynamics CRM System chapter in the Operating and Maintaining Guide that is part of this document set 2 On the newly upgraded Microsoft Dyna
49. crosoft Dynamics CRM user or queue that will receive e mail messages a rule must be created for the user or queue by running the Rule Deployment Wizard o Individual Mailboxes If your e mail system does not allow rules where an e mail message can be forwarded as an attachment you must select Individual Mailbox Monitoring Notice that if you are using Exchange Server we recommend that you use Forward Mailbox Monitoring For more information about E mail Router options see the Planning Deployment chapter in the Planning Guide which is part of this document set To start the E mail Router Configuration Manager click Start point to All Programs point to Microsoft Dynamics CRM E mail Router and then click E mail Router Configuration Manager Configuring E mail Routing for Multiple Configurations and Deployments You can add or edit an E mail Router configuration which contains a single incoming and outgoing method that routes e mail to the e mail server In the configuration you must specify the following components e Aname for display and reference e If the configuration is incoming or outgoing e The e mail transport type such as Exchange or POPS for incoming and SMTP for outgoing In addition you can add or edit E mail Router deployments An e mail router deployment contains a URL to a Microsoft Dynamics CRM Server computer one incoming configuration and one outgoing configuration In an e mail router deployment obje
50. cs CRM E mail Router from their respective installation disks or download files location by using the command line The required setup information is provided to the Setup program both as command line parameters and as an XML configuration file that the Setup program references One advantage of using the command line to install Microsoft Dynamics CRM is that you do not have to attend the installation Attended installation requires that you make various decisions and provide information so that installation can complete successfully Unattended installation by using the command line requires that you provide the installation information as command line parameters and an XML configuration file No other action is required until the Setup program is finished Errors and installation progress can be logged to a file that you can view and analyze later General Procedures The procedures for accessing the Setup program on the individual installation disk or download files location are basically the same The prerequisites for each of the Microsoft Dynamics CRM system components as discussed in previous sections also apply 1 Log on to the computer as a member of the Domain Users Active Directory group and Administrators group on the local computer In addition the user running Setup must have administrative level permissions on the computer that has Microsoft SQL Server installed and permissions to create or modify Active Directory groups in the do
51. cs CRM for Outlook Use the following procedures in this section to install Microsoft Dynamics CRM for Outlook Note We recommend that Microsoft Dynamics CRM for Outlook not be installed on a computer that is running Microsoft Exchange Server 1 Meet all Microsoft Dynamics CRM for Outlook requirements in the previous System Requirements chapter and make sure all Microsoft Office security hot fixes are installed 2 Log on to the computer as a user who has Local Administrator privileges 3 Double click Setup exe which is located with the installation files in the following folder lt Drive gt Client 4 Either click Install Microsoft Dynamics CRM for Outlook Recommended or click Install Microsoft Dynamics CRM for Outlook with Offline Access Advanced 5 On the License Agreement page review the information and if you accept the license agreement select accept this license agreement and then click I Accept 6 If Setup detects that components are missing the Install Required Components page appears If you have already installed the required components listed this page will not appear If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you can click Next to continue Note These components are required before Microsoft Dynamics CRM for Outlook can be installed You can exit Setup an
52. ct you specify the following components e A name for display and reference required e AURL to the Microsoft Dynamics CRM Server computer required e A default incoming configuration optional e A default outgoing configuration optional To set a new or existing configuration or to do the same for a new or existing deployment click Advanced Configuration on the first screen of the E mail Router Configuration Manager and then follow the instructions that are on the screen For more information about this tool see the E mail Router Configuration Manager Help Rule Deployment Wizard An important part of routing e mail messages to your Microsoft Dynamics CRM system is the placement of an Exchange Server inbox rule in the inbox of each Microsoft Dynamics CRM user or queue This rule sends a copy of each message that is received by a Microsoft Dynamics CRM 3 32 Microsoft Dynamics CRM 4 0 Installing Guide user to the Microsoft Dynamics CRM system mailbox From the Microsoft Dynamics CRM system mailbox E mail Router retrieves the messages and creates an e mail activity in Microsoft Dynamics CRM To deploy these Microsoft Dynamics CRM user inbox rules you can use the Rule Deployment Wizard which can be run at any time to add or change the inbox rules for your Microsoft Dynamics CRM users Important The Rule Deployment Wizard can only deploy rules to Exchange Server mailboxes You cannot deploy rules by using the Rule Deploym
53. ctor Q CONFIG folderpath install config xml L log txt Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration File Before you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup at a command prompt you must modify the XML configuration file to include information such as the name of the computer where the configuration database is located A sample Microsoft Dynamics CRM Connector for SQL Server Reporting Services configuration file named install config xml is located in the SrsDataConnector folder on the installation media or download location of the Microsoft Dynamics CRM Server installation files The config drive path configfilename xmi command line parameter provides the Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup with required information The information this configuration file supplies is the same that each installation screen requires The XML elements must be in English US special or extended characters cannot be used An XML configuration file that has localized XML elements will not work correctly An explanation of each XML element and a sample XML file follows lt srsdataconnector gt The configuration file must be a valid XML file that uses lt srsdataconnectorinstall gt as the root element All the Microsoft Dynamics CRM Connector for SQL Server Reporting Services entries that follow must be within the srsdataconnectorinstall ta
54. d install the components manually or select Install The Next button on this page is disabled until Setup detects these components are installed The installation of Microsoft NET Framework 3 0 can take up to 10 minutes 7 The Select Installation Location page appears only when you install Microsoft Dynamics CRM for Outlook with Offline Access On this page select the file installation location Click Next 8 The System Requirements page appears This page is a summary of all system requirements for a successful Microsoft Dynamics CRM for Outlook installation Failed checks must be corrected before installation can continue to the next step If there is a problem that will take time to correct cancel Setup at this point fix the problem and restart Setup When all checks are successful and you are ready to install click Install 9 On the Microsoft Dynamics CRM for Outlook Setup Completion page click Close 10 Run the Configuration Wizard Information about this step is described in the next section 4 36 Microsoft Dynamics CRM 4 0 Installing Guide Step 2 Configure Microsoft Dynamics CRM for Outlook After you complete Microsoft Dynamics CRM for Outlook Setup run the Configuration Wizard to complete the installation The Configuration Wizard configures client settings such as the location of the Microsoft Dynamics CRM server To start the Configuration Wizard click Start point to All Programs point to Microsoft Dynamics CRM a
55. dditional features include support for multiple organizations multiple server instances and role based service installation Role based services let you increase performance by installing component services on different computers Licensing A Microsoft Dynamics CRM 4 0 deployment operates by using a single license key Unlike earlier versions Microsoft Dynamics CRM 4 0 no longer requires additional license keys to be added when changes are made such as adding more client access licenses CALs The single license key contains the Microsoft Dynamics CRM version server license and the CALs You can view and upgrade a license in Deployment Manager Client Access License Types Microsoft Dynamics CRM 4 0 has the following CAL types e Read Only Clients who use this license type can only view records and data in Microsoft Dynamics CRM 4 0 They cannot modify records or data A user configured with this license type consumes a CAL e Administrative Clients with this license type can modify records in data that is located in the Settings area However these clients cannot view or modify records and data in the Sales Marketing or Service areas A user configured with this license type does not consume a CAL e Full Clients who use this license type have full functionality and are only limited by security roles and privileges A user configured with this license type consumes a CAL You can view and modify client access license types fo
56. dministration in the Administration area click Privacy Preferences in the Privacy Preferences dialog box clear the Yes am willing to participate anonymously in the Customer Experience Improvement Program check box and then click OK lt Reporting UseSSL true false URL http srsserver1 ReportServer gt UseSSL f the SQL Server Reporting Services Web site uses SSL designate true otherwise enter false URL Specifies the URL of the Report Server 7 52 Microsoft Dynamics CRM 4 0 Installing Guide lt Groups autogroupmanagementoff true false gt lt PrivUserGroup gt CN value OU value DC value DC value DC value lt PrivUserGroup gt lt SQLAccessGroup gt CN value OU value DC value DC value DC value lt SQLAccessGr oup gt lt UserGroup gt CN value OU value DC value DC value DC value lt UserGroup gt lt ReportingGroup gt CN value OU value DC value DC value DC value lt ReportingGroup gt lt PrivReportingGroup gt CN value OU value DC value DC value DC value lt PrivReportingG roup gt lt Groups gt When used Setup will use the existing groups in Active Directory instead of creating them during installation If lt automanagegroupsoff gt is true Setup will not add or remove any members to those groups lt Reboot gt true false lt Reboot gt If this option is not specified the default is false This means that the server will not restart at the end of Setup Also this option applies only to a final install re
57. e License Agreement page review the information and if you accept the license agreement select accept this license agreement and then click I Accept 4 On the Specify Database Server page select Use SQL Server if you want to store data migration information on an existing Microsoft SQL Server database server or select Use SQL Server Express to store data migration information on the local computer Important The instance of SQL Server must be in the same domain as the computer that is running Data Migration Manager 5 If Setup detects that components are missing the Install Required Components page appears If you have already installed the required components listed this page will not appear If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you can click Next to continue Note These components are required before the Data Migration Manager can be installed You can exit Setup and install the components manually or select Install The Next button on this page is disabled until Setup detects these components are installed The installation of Microsoft NET Framework 3 0 or SQL Server Express Edition can take up to 10 minutes each to install 6 On the Select Installation Location page select the file installation location By default Setup will install the application in the Drive
58. e you want to install Microsoft Dynamics CRM If you cannot connect to the domain or view the organizational unit using Active Directory Users and Computers verify that DNS is configured and functioning correctly After the problem is resolved run Setup again Setup fails or client receives an unhandled exception when trying to connect after installing Microsoft Dynamics CRM Server Setup may not complete successfully or any of the Microsoft Dynamics CRM 4 0 clients may receive an error message when trying to connect to the Microsoft Dynamics CRM Server that is similar to items in the following list Exception from HRESULT 0x80048306 Description An unhandled exception occurred during the execution of the current web request Please review the stack trace for more information about the error and where it originated in the code Exception Details System Runtime InteropServices COMException Exception from HRESULT 0x80048306 2 24 Microsoft Dynamics CRM 4 0 Installing Guide Source Error An unhandled exception was generated during the execution of the current web request Information regarding the origin and location of the exception can be identified using the exception stack trace below This problem can occur if you run Microsoft Dynamics CRM Server Setup when the following conditions are true e One or more of the following Active Directory security groups was created in the organizational unit where you are installing Micr
59. ee it in English To disable a Language Pack see the Microsoft Dynamics CRM Help To uninstall a Language Pack follow these steps on the Microsoft Dynamics CRM server 1 Click Start point to Control Panel and then click Add or Remove Programs 2 Select the Language Pack such as Microsoft Dynamics CRM German Language Pack and then click Remove 3 If there are other users logged on to the computer you will receive a warning message Click Continue if you want to continue and remove the Language Pack 4 Click Yes to confirm that you want to remove the Language Pack 5 Click OK Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 8 71 Microsoft Dynamics CRM 4 0 Installing Guide 9 Post I nstallation and Configuration Guidelines This chapter describes several of the Microsoft Dynamics CRM components and tasks that the administrator should configure after installing the application Because Microsoft Dynamics CRM has a rich feature and functionality set this chapter is not meant to be an exhaustive resource used to configure any and all deployments Instead use this chapter as a guideline to determine what components to configure based on your or
60. ent Wizard with POP3 e mail servers If you elected to install this wizard as part of the E mail Router installation you can access this wizard by doing the following On the computer where you have installed the Rule Deployment Wizard click Start point to All Programs point to Microsoft Dynamics CRM E mail Router and then click Rule Deployment Wizard The Rule Deployment Wizard does not have to be run on a computer with an instance of Exchange Server To run the Rule Deployment Wizard using the previous procedure you must e Be logged on as a Microsoft Dynamics CRM user with a security role The user can be in restricted access mode e Bea local administrator on the computer where the wizard is running e Have Exchange administrative permissions To deploy rules to the mailbox of a Microsoft Dynamics CRM user the person running the Rule Deployment Wizard must have Exchange administrative permissions for the mailbox Use the Exchange System Manager and the Exchange delegation wizard to designate Exchange Administrators Or make sure that the person running the Rule Deployment Wizard has full permissions on the Exchange mailbox store or storage group where the users mailboxes are located Create the Rule Manually For POP3 e mail servers that support e mail system rules where an e mail message can be forwarded as an attachment follow these steps in Outlook to create the rule 1 On the Tools menu click Rules and Alerts 2
61. er Help 10 On the Specify Deployment Options page if Setup detects an existing deloyment you can select whether you want to create a new deployment or connect to an existing deployment In Enter or select the name of the computer that is running SQL Server box type or select the instance of SQL Server that will be used to store the Microsoft Dynamics CRM databases Important When you select Create new databases Setup creates a new organization database using the name that you specified and a configuration database using the name MSCRM_CONMFIG An error message will appear if an MSCRM_CONFIG database already exists You must delete this database to create a new MSCRM_CONMFIG database When you select Connect to existing databases Setup requires that a Configuration Database MSCRM_CONFIG already exist on the computer that is running SQL Server An error message will appear if an MSCRM_CONFIG database does not already exist Microsoft Dynamics CRM 3 0 or earlier version databases are not supported 11 On the Specify the Organization Name page type the name of your organization in the Display name box In the Name box you can keep the name that Setup presents or you can type a unique name that must be limited to 30 characters Spaces and extended characters are not allowed In the Database collation list select the database collation that the organization database will use to sort and compare data characters Then click Browse select
62. erver are as follows 1 Verify that you have completed the necessary planning and that you have the required hardware and software components installed and running For more information about these topics see the Microsoft Dynamics CRM 4 0 Planning Guide 2 Run and complete Microsoft Dynamics CRM Server Setup 3 Run and complete Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Setup Notice that you must complete this step even if you are upgrading an existing deployment of Microsoft Dynamics CRM 3 0 2 12 Microsoft Dynamics CRM 4 0 Installing Guide 4 lf one or more Microsoft Dynamics CRM users will have their e mail settings set to use the E mail Router or a forward mailbox you must run and complete E mail Router Setup to enable Microsoft Dynamics CRM e mail message tracking Install Microsoft Dynamics CRM Server on a Server without Microsoft Dynamics CRM Installed Important For information about how to plan your Microsoft Dynamics CRM system see the Microsoft Dynamics CRM 4 0 Planning Guide 1 Meet all requirements in the System Requirements and Required Components chapter that is in the Planning Guide which is part of this document set 2 Log on to the domain as a user who has administrator level privileges where Microsoft Dynamics CRM will be installed and who is a member of the Administrators group on the local computer You cannot install the application as a member from a trusted domain 3 Vie
63. erver name where the data migration database is installed and then click Connect 3 Expand Databases right click MSCRM_MIGRATION and then click Delete 4 Click OK 6 If you installed Microsoft SQL Server 2005 Express Edition when you installed Data Migration Manager you must also uninstall the CRM Database Engine instance that was created during Data Migration Manager Setup To do this follow these steps 1 Click Start click Control Panel and then click Add or Remove Programs 2 Select Microsoft SQL Server 2005 and then click Remove 3 Select the CRM Database Engine instance and then click Next 4 Click Finish Troubleshooting Data Migration Repair or Uninstall Issues This section describes troubleshooting information and known issues when repairing or uninstalling the Data Migration Manager Clienti nstalll nfo ConfigType is not available error message when you try to repair or uninstall Data Migration Manager When you run Setup to try to repair or uninstall the Data Migration Manager you may receive an error message This problem can occur if the CRM_DMClient_InstallDir subkey has been removed from the Windows Registry To work around this problem follow these steps 1 Click Start click Run type Regeat32 and then click OK 2 Locate the following Windows Registry subkey HKEY_LOCAL_MACHINE SOFTWARE Microsoft Data Migration Wizard 3 Right click the Data Migration Manager folder point to New and then click
64. essage when they try to sign in to Microsoft Dynamics CRM Users may be unable to sign in to Microsoft Dynamics CRM due to a custom installation of Microsoft Dynamics CRM Server Microsoft Dynamics CRM Server Setup does not create an organization during installation You must have at least one organization available in the deployment for users to sign in to To resolve this problem create an organization by using the New Organization feature in Deployment Manager For information about how to create a new organization see the Deployment Manager Help Error message The transaction log for database OrganizationName_MSCRM is full occurs during Microsoft Dynamics CRM Server Setup During Microsoft Dynamics CRM Server Setup you may receive the error message OrganizationName_MSCR is full where OrganizationName is the name of the organization This issue may occur when there is insufficient disk space to record the organization database transaction log file During Microsoft Dynamics CRM Server Setup the organization database transaction log can increase significantly To resolve this issue make sure that there is sufficient disk space available for the transaction log file Also you can perform steps to reduce the size of the transaction log and then run Setup again For more information about transaction log file maintenance see the SQL Server Management Studio Help Send Us Your Feedback about This Chapter We appreciate hearing fro
65. etermine you what you need to plan for Microsoft Dynamics CRM It includes two main aspects technical and implementation methodologies o Technical These topics focus on such areas as the supported topologies system requirements and technical considerations to address before installation o Implementation Methodology Learn about the business management CRM requirements and project management aspects that are needed when you deploy a CRM system In addition there are several documents that you can use as tools to plan the implementation of Microsoft Dynamics CRM which are in the planningtools folder where the Microsoft Dynamics CRM 4 0 Implementation Guide is located e Installing Guide Use this guide to learn about what you need to install Microsoft Dynamics CRM such as step by step instructions for running Setup command line installation instructions and guidance about how to remove Microsoft Dynamics CRM e Operating and Maintaining Guide You can read this guide to learn how to back up restore and perform system recovery for Microsoft Dynamics CRM data Also this guide has troubleshooting steps for known issues Installing Microsoft Dynamics CRM 4 0 just like any enterprise wide software is a significant task for any organization This guide is written for the individual or team responsible for installing Microsoft Dynamics CRM This guide also assumes that the required steps have been completed for planning and the inform
66. folder double click SetupExchange exe 5 On the Welcome page select whether you want to update Microsoft Dynamics CRM Server Setup We recommend that if updates are available you let Setup download the latest version To do this click Update Installation Files wait until the update process is complete and then click Next 6 On the License Agreement page click accept this license agreement and then click Accept 7 The Install Required Components page appears If you have already installed the required components this page will not appear If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you can click Next to continue Note These components are required before E mail Router can be installed You can exit Setup and install the components manually or select Install The Next button on this page is disabled until Setup detects that these components are installed 8 On the Select Router Components page select either or both options Microsoft Dynamics CRM E mail Router Service This option installs the E mail Router service and E mail Router Configuration Manager Rule Deployment Wizard This option installs the Rule Deployment Wizard that is used to deploy rules for forward mailbox users Optionally you can install this wizard on another computer that has access to the Exchange
67. g SQL Server Reporting Services 3 Configure the Reporting Services application pool identity on this computer to use a different account To do this use Internet Information Services IIS Manager and select a different account from the application pool identity list on the application pool properties page After you complete Microsoft Dynamics CRM Server Setup you can follow these steps to determine the account that is used for each application pool 1 On the computer where the Microsoft Dynamics CRM Server Web application is installed click Start point to Administrative Tools and then click Internet Information Services IIS Manager 2 Expand Application Pools right click CRMAppPool and then click Properties 3 On the CRMAppPool Properties dialog box click the Identity tab and note the name of the security account that is used for the application pool This is the account that is used to run the application pool for the Microsoft Dynamics CRM Web application 4 To determine the account that is used for SQL Server Reporting Services follow the same steps as described earlier on the computer where the Microsoft Dynamics CRM Connector for SQL Server Reporting Services is installed and then right click the SQL Server Report Services application pool By default the SQL Server Report Services application pool is named ReportServer For more information about SQL injection attacks see the MSDN article Building Secure ASP NET Applic
68. ganization s needs Configuration Guide and Roadmap The following tables contain configuration goals and associated tasks that should be performed by the Microsoft Dynamics CRM administrator The goals and their tasks are arranged in the order that they should be completed for a typically deployment Each task has an associated Help topic that explains it To view the Help information for each task select one of the following clients e Web application Click Contents on the Help menu e Microsoft Dynamics CRM for Outlook Point to Help and then click Contents on the CRM menu You can view a Help topic associated with each subtask by locating the Help topic title in the table of contents or by typing the Help topic title in the Search box for search Help Goal 1 Tailor Microsoft Dynamics CRM to Your Business The following table lists the tasks to configure system wide settings in the application These tasks should be performed or evaluated before starting to use Microsoft Dynamics CRM Task Subtask Help Topic Title Define settings that apply to all users e Set language options Language Settings Dialog Box Configure areas that should be defined before users start using Microsoft Dynamics CRM These tasks are completed in the e Set system settings Manage System Settings Administration and Business Management areas in Settings Set auto numbering options Set Auto Numbering Create subject tree Work with Subjects Set
69. ganizationName lt Organization gt Specifies the name of the organization that the client will connect to lt Database Reuseexisting true false gt Microsoft Dynamics CRM for Outlook with Offline Access only Specifies whether to use an existing Microsoft Dynamics CRM for Outlook with Offline Access database or whether to create a new one Important To install Microsoft Dynamics CRM for Outlook to access a Microsoft Dynamics CRM server by using the Internet you must add the following ExtranetServerUrl element and associated values lt ExtranetServerUrl gt http PathToExternalDiscoveryService lt ExtranetServerUrl gt Specifies the external URL of the Microsoft Dynamics CRM server where the Discovery Serviceserver role is running For full server deployments all server roles are installed on the same server Sample Microsoft Dynamics CRM for Outlook XML Configuration Files The following configuration file example configures Microsoft Dynamics CRM for Outlook to participate in the Customer Experience Improvement Program CEIP and connects to the 7 62 Microsoft Dynamics CRM 4 0 Installing Guide organization named OrganizationName on the Microsoft Dynamics CRM Server that is named MSCRM lt CRMConfiguration gt lt Client gt lt ServerUrl Type OnPremise gt http MSCRM lt ServerUrl1 gt lt Organization gt OrganizationName lt Organization gt ELE ooieim eewe fs lt Client gt lt CRMConfiguration gt
70. graded due to a missing or invalid referenced object open Workflow Manager correct the problems described in the log file and continue the upgrade process Specifically remove or replace references to invalid missing or unsupported objects and correct inconsistencies between owners and business units Server Setup fails with The process cannot access the file because it is being used by another process Exception from HRESULT 0x80070020 error message Microsoft Dynamics CRM Server Setup may fail with a The process cannot access the file because it is being used by another process Exception from HRESULT 0x80070020 error message This issue can occur when the following conditions are true 2 26 Microsoft Dynamics CRM 4 0 Installing Guide e You install Microsoft Dynamics CRM Server and select to create a new Web site e The computer has Microsoft Internet Security and Acceleration ISA Server 2004 installed and the application is configured by using a policy to monitor the port that was specified during Setup to create a new Microsoft Dynamics CRM Web site To work around this problem disable the Microsoft Internet Security and Acceleration policy run Setup again and then re enable the policy For more information about ISA Server policies see the Microsoft Internet Security and Acceleration Server Help Users receive The requested record was not found or you do not have sufficient permissions to view it error m
71. gs lt InstallType gt Uninstall Repair lt InstallType gt Specifies the type of installation that Setup will perform The following options are available e Uninstall Uninstalls Microsoft Dynamics CRM Server e Repair Starts Setup in repair mode lt Patch update true false gt ServerName ShareName Patch_Location lt Patch gt If you do not specify a location by default Setup will go online to a location that is managed by Microsoft to search for available updates Or you can point Setup to install a Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup update msp file from a different location such as an internal share update Specifies whether Setup will look for download and apply updates for Microsoft Dynamics CRM Server Setup We recommend that you let Setup download the latest version by selecting true By default this value is set to false If the value is set to false Setup will ignore this step and continue with the installation lt configdbserver gt SQLServerName lt configdbserver gt Specifies the name of the computer that is running SQL Server that stores the configuration database 7 58 Microsoft Dynamics CRM 4 0 Installing Guide lt reportserverurl gt ReportServerURL lt reportserverurl gt Specifies the URL of the Web site where SQL Server Reporting Services is installed and running If you specify a URL similar to http ocalhost ReportServer Setup will look for SQL Server Report Se
72. gt lt SubArea Id nav_lc_ overview Resourceld Homepage_LearningOverview DescriptionResourceld LearningOverview_SubArea_Description Teen d TNS UCO_AG_1AS Calie Url resourcecenter overview aspx AvailableOffline false gt lt SubArea Id nav_lc sales Resourceld Homepage LearningSales DescriptionResourcelId LearningSales SubArea_ Description Icon _imgs ico_ 16 sales gif Url resourcecenter sales aspx AvailableOffline false gt lt SubArea Id nav_lc_ marketing Resourceld Homepage_LearningMarketing DescriptionResourceld LearningMarketing SubArea_ Description Icon _imgs ico_16_marketing gif Url resourcecenter marketing aspx AvailableOffline false gt lt SubArea Id nav_lc_ services Resourceld Homepage_LearningServices DescriptionResourceld LearningServices SubArea_Description Icon _imgs area 18 service gif Url resourcecenter services aspx AvailableOffline false gt lt SubArea Id nav_lc_ customization 9 77 Microsoft Dynamics CRM 4 0 Installing Guide Resourceld Homepage_LearningCustomization DescriptionResourceld LearningCustomization_ SubArea_Description Icon _imgs area 18 settings gif Url resourcecenter customization aspx AvailableOffline false gt lt Group gt lt Area gt gt 6 Make your changes to the customization xml file 7 Import the updated XML file by using the Import Customizations feature 8 In the Navigation Pane click Settings clic
73. hortcut bars and folder navigation in the main window of Outlook Installing Microsoft Dynamics CRM for Outlook creates a toolbar in Outlook and a folder in the user s mailbox folder structure Important If Microsoft Dynamics CRM for Outlook with Offline Access is installed on a computer Microsoft Dynamics CRM for Outlook cannot also be installed and used on the same computer There are three steps that you must complete before you can run Microsoft Dynamics CRM for Outlook The steps are as follows 1 Install Microsoft Dynamics CRM for Outlook To complete this step run Setup exe in the Client folder on the installation media 2 Configure Microsoft Dynamics CRM for Outlook To complete this run the Office Configuration Wizard 3 Configure User E mail Settings To complete this step you configure the incoming and outgoing options on the User form in the Microsoft Dynamics CRM Web application By default Microsoft Dynamics CRM for Outlook is selected for both incoming and outgoing e mail messages In addition you should verify the tracking options By default only e mail messages in response to a Microsoft Dynamics CRM generated e mail message are tracked For more information about these settings see the Microsoft Dynamics CRM Help 4 35 Microsoft Dynamics CRM 4 0 Installing Guide More information about how to install Microsoft Dynamics CRM for Outlook is described in the following sections Step 1 Install Microsoft Dynami
74. i aeeie nrinn e iae eeii E E EEE EAA ELERE AEEA EEEa EENEN 1 5 What s New in Microsoft Dynamics CRM 4 0 E mail Router sessen 1 5 What s New in Microsoft Dynamics CRM for Outlook 1 5 Send Us Your Feedback about This Chantier 1 6 2 Microsoft Dynamics CRM Server Installation Instructions ccceeeeeeeeseceeeeeeetaeeeeeeeeees 2 7 Components Installed During Server Setup cceecceceeeeeeeeeeeeseeceeeeeeeaeeeeaeeseeeeeseaeeeeaeeeeeeeees 2 8 Microsoft Dynamics CRM Server Installed Configuration Components seseeeseeeeeeeeee 2 8 Other Software Components Installed During Setup ccccceeeceeseeeeeneeseeeeeeeaeeeseaeeeeneeees 2 9 Microsoft Dynamics CRM Software and Components Not Supported for Upgrade 2 9 Upgrade Multiple Deployments of Microsoft Dynamics CRM 3 0 That Share an Instance of SQL TEE 2 10 Option 1 Restore the Microsoft Dynamics CRM 3 0 Databases to an Instance of SQL Server EE EE EE e ee 2 10 Option 2 Delete the Existing Configuration Database 2 11 Option 3 Add All Organizations to a Single Microsoft Dynamics CRM 4 0 Deployment 2 12 Microsoft Dynamics CRM Server Installation ccceccceceeeeeeeeeeeeeeeeceaeeeeaaeeeeeeeseeeeeaeeseaeees 2 12 Install Microsoft Dynamics CRM Server on a Server without Microsoft Dynamics CRM Installed ET 2 13 Upgrade from Microsoft Dynamics CRM 3 0 Gener 2 17 Install Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services
75. ices connects the Microsoft Dynamics CRM Server computer to the SQL Server Reporting Services computer The Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services eliminates the Kerberos double hop authentication that was required for Microsoft Dynamics CRM 3 0 deployments wherein SQL Server Reporting Services was installed on a separate computer Microsoft Dynamics CRM Connector for SQL Server Reporting Services Requirements The Microsoft Dynamics CRM Connector for SQL Server Reporting Services has the following requirements e You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup e You must run Microsoft Dynamics CRM Connector for SQL Server Reporting Services on a computer that has Microsoft SQL Server 2005 Reporting Services installed Command Line Example The Microsoft Dynamics CRM Connector for SQL Server Reporting Services accepts the same command line parameters as Microsoft Dynamics CRM Server To install the Microsoft Dynamics 7 57 Microsoft Dynamics CRM 4 0 Installing Guide CRM Connector for SQL Server Reporting Services in quiet mode which uses an XML configuration file named install config xml and creates a log file named log txt run the Setup program that is located in the SrsDataConnector folder command from the installation media or the Microsoft Dynamics CRM Server installation files as follows SetupSrsDataConne
76. icrosoft Dynamics CRM Task Subtask Help Topic Title Set system wide marketing options Set e Configure marketing settings System Settings Dialog options that apply to all campaigns and Box Marketing Tab marketing lists This task is completed in the Administration area of Settings Goal 6 Manage Sales Transactions The following table lists the tasks to manage sales features in Microsoft Dynamics CRM Task Subtask Help Topic Title Set up competitors for tracking won and e Create competitors Work with Competitor Records lost sales Start tracking information about competitors To do this you must enter data about your competitors Manage products and price lists Create the Understand the Product Catalog Creating the Product product catalog which includes all price lists Catalog and products These tasks are completed in the Product Catalog area of Settings Create discount lists Work with Discount Lists e Create unit groups Work with Unit Groups e Create price lists Work with Price Lists e Create products Work with Products 9 75 Microsoft Dynamics CRM 4 0 Installing Guide Task Subtask Help Topic Title Track data by sales territory Define e Create sales territories Work with Territories territories and add salespeople to territories so that sales processes and results can be tracked by territory These tasks are completed in the Business Management area of Settings Track progress against qu
77. ide aaa a e avi a aiaia ias 7 48 Install Microsoft Dynamics CRM Server ccccccceceeceeeeeeeeeeeaeeeseaeeeeaaeeseaaeeeeeeeseaeeesaeeseneees 7 49 EE 7 49 Server XML Configuration File 7 49 Sample Server XML Configuration File 7 54 Sample Server XML Configuration File for Internet Facing Deployments 0seeseeeeeees 7 55 Install Microsoft Dynamics CRM Server Roles ssssseessssesseessesssnessresrnnstnnsrnnstnnnnnnsnnnstnnsnnnenn 7 55 P ralMeters deed ENNEN A E E uetedv esate NA A aa N NA dc 7 56 Server XML Configuration File 7 56 Sample XML Configuration File That Installs Only the AppServer and Async Server Roles 7 56 Install Microsoft Dynamics CRM Connector for SQL Server Reporting Gervices 7 57 Microsoft Dynamics CRM Connector for SQL Server Reporting Services Requirements 7 57 Command LinesEXample es csiesesctesteciica a ee aera a a A aaan a Siradan revedtenedtewaurestaeehs 7 57 Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration EET EEE A AE EN AA A gge eeg be e ier 7 58 Sample Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration E eiieeii eiad iiaiai ain Sage iaiia da iadi iiai iiaia 7 59 Install Microsoft Dynamics CRM for Outlook 7 59 Slept Paa Ere EE 7 60 Command Line Exvamples 7 60 ehee EEE AA TAA A T ATTAT 7 60 Step 2 Configure Microsoft Dynamics CRM for Outlook by Using an XML Configuration File Ee ee ege data hot at a EE 7 61 Comm
78. ies in Microsoft Dynamics CRM 4 0 and ways to make sure of data quality by detecting and merging duplicate records These features can help you as follows e Comma separated values CSV formatted data derived from different sources can be migrated into Microsoft Dynamics CRM 4 0 using the Data Migration Wizard This wizard is installed on a client computer 1 3 Microsoft Dynamics CRM 4 0 Installing Guide If the source data requires custom entity attribute or list value creation the Data Migration Wizard can customize Microsoft Dynamics CRM 4 0 as part of the migration process Data Migration Wizard lets you reuse data mappings from previous migrations You can then import similar data without the need to remap the data every time Data Migration Wizard preserves the relationship between records when you migrate data A new import auto mapping feature simplifies mapping source data If the records use attribute display labels as column headings in a CSV file the data is automatically mapped to the correct attribute Data can be imported into most entities using the new Imports area in the application For each import the user can view the status of each record in the import Users can receive an e mail notification when an import is complete Data can be enriched by exporting it to a Microsoft Office Excel spreadsheet adding data and importing the records Duplicates can be detected automatically in various scenarios For e
79. in the Templates area of Settings Microsoft Dynamics CRM 4 0 Installing Guide Subtask Help Topic Title Learn how to create queues Creating Queues for Incoming Cases Verify that e mail is configured for queues Understanding E mail Configurations Create queues Work with Queues Create routing rules to move cases to queues Install the Microsoft Dynamics CRM E mail Router Learn how to create contract templates Creating Contract Templates Create or edit contracts and contract templates Work with Contract Templates 9 74 Microsoft Dynamics CRM 4 0 Installing Guide Goal 4 Manage Schedulable Resources In the following table you will find the tasks to manage resource scheduling features in Microsoft Dynamics CRM Task Subtask Help Topic Title Organize resources and schedule services e Understanding service scheduling Configuring Service Define when and where services are offered Scheduling and which resources are required for each type of service These tasks are completed in the Business Management area of Settings Set business closures Work with Business Closures Create service sites Work with Sites e Create facilities equipment Work with Facilities and Equipment e Configure individual facility work hours Work with Weekly Schedules e Create resource groups Work with Resource Groups Goal 5 Manage Marketing The following table lists the tasks you can perform manage marketing features in M
80. installed on the user s computer This option does not require the E mail Router component e E mail Router This option sends Microsoft Dynamics CRM e mail messages using the E mail Router component The e mail system must be SMTP compliant The E mail Router can be installed on an SMTP server or on a different computer that has a connection to an SMTP server Send Us Your Feedback about This Chapter We appreciate your hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 4 39 Microsoft Dynamics CRM 4 0 Installing Guide 5 Data Migration Manager Installation Instructions Typically the Data Migration Manager is used when you first implement Microsoft Dynamics CRM 4 0 to bring all data from your legacy databases and systems into Microsoft Dynamics CRM Overview There are many reasons to use the Data Migration Manager e The data includes related records from multiple record types e Records have to be assigned to different Microsoft Dynamics CRM users You must download install and configure the Data Migration Manager to run it The Data Migration Manager can only be run by a user with the System Administrator security role There are three basic steps that you must complete before you can migrate data into
81. k Customization and then click Import Customizations 9 Locate your modified XML file and then click Upload 10 On the Actions toolbar click Import All Customizations Recovering from Errors that Occur after You Remove the Resource Center The import tool performs validations on the SiteMap However it is still possible that some errors might occur Because the SiteMap controls the application Navigation pane an error in the SiteMap could cause the Navigation pane to be unusable In that case you must directly access the Import customization screen with the following URL in on premise versions of Microsoft Dynamics CRM http lt CRM_Servername gt lt Organization_name gt tools systemcustomization ImportCust omizations importCustomizations asp Locate your back up copy of the exported customization zip file Upload and import this backup file You can then use the Navigation Pane again Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 9 78
82. k Next Follow the instructions on the screen Uninstall or Repair Microsoft Dynamics CRM for Outlook To remove uninstall or repair the Microsoft Dynamics CRM for Microsoft Office Outlook follow these steps Note The following procedure must be completed while logged on to the client computer and as the user who installed Microsoft Dynamics CRM for Outlook the first time 1 Click Start point to Settings click Control Panel and then double click Add or Remove Programs In Windows Vista click Start type programs and features in the Start Search box and then click Programs and Features in the Programs list 2 Select Microsoft Dynamics CRM for Outlook and then click Change 3 On the Microsoft Dynamics CRM for Outlook Maintenance page select Uninstall to remove the application and then click Uninstall To repair the application select Repair and then click Next Follow the instructions that are on the screen 4 If you are removing the application delete the Microsoft Dynamics CRM folder that is located at lt systemdrive gt Program Files Microsoft Dynamics CRM 5 If you installed the offline sync client and are removing the application delete the database folder and files located at lt systemdrive gt Program Files Microsoft SQL Server MSSQL CRM Note Uninstalling Microsoft Dynamics CRM for Outlook may require restarting the computer Uninstall Data Migration Manager To uninstall Data Migration Manager follow
83. le msp lt Patch gt lt configdbserver gt SQLServer lt configdbserver gt lt autogroupmanagementoff gt false lt autogroupmanagementoff gt lt srsdataconnector gt lt CRMSetup gt Logging By default Setup creates a file that is named SrsDataConnectorSetup log in the c Documents and Settings lt username gt Application Data Microsoft MSCRM Logs folder on the computer where Setup is run Install Microsoft Dynamics CRM for Outlook To install Microsoft Dynamics CRM for Outlook is a two step procedure First you must run Setup to install the files on the computer Next you run the Microsoft Dynamics CRM Configuration Wizard to configure the application and complete the installation 7 59 Microsoft Dynamics CRM 4 0 Installing Guide Step 1 Install Files The following command displays the available options to run Microsoft Dynamics CRM for Outlook Setup at the command line Setupclient exe A Q X L drive path logfilename log targetdir drive path Important Setup does not use an XML configuration file when you run Setup to install step 1 Microsoft Dynamics CRM for Outlook All commands are passed to Setup from the command line parameters Command Line Examples For users who travel or who are not always connected to the Microsoft Dynamics CRM Server Microsoft Dynamics CRM for Outlook with Offline Access provides access to their customer data To install Microsoft Dynamics CRM for Microsoft Office Out
84. ll IIS see the Windows Server Help Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 7 67 Microsoft Dynamics CRM 4 0 Installing Guide 8 Uninstall and Repair Instructions This section describes how to uninstall or repair a Microsoft Dynamics CRM system Uninstalling Microsoft Dynamics CRM and purging the computer system of all Microsoft Dynamics CRM data and system changes involves a series of automated and manual procedures These procedures are the same if the Microsoft Dynamics CRM installation involves one computer or several in the system These procedures also involve working in four areas e Microsoft Dynamics CRM e Microsoft SQL Server e Microsoft SQL Server Reporting Services e Active Directory Uninstall or Repair Microsoft Dynamics CRM Server To remove uninstall Microsoft Dynamics CRM Server on the computer where the application is installed go to Add or Remove Programs click Microsoft Dynamics CRM Server click Change Remove select Uninstall to remove Microsoft Dynamics CRM Server and then click Uninstall Follow the instructions that are on the screen Important Uninstalling does not remove some components such as the SQL Server da
85. look with Offline Access in quiet mode Setupclient Q 1 c clientinstalllog txt INSTALLLEVEL 3 targetdir c Program Files Microsoft Dynamics CRM Client To uninstall Microsoft Dynamics CRM for Outlook with Offline Access in quiet mode msiexec X Q Client msi 1 c clientuninstall txt Client msi Parameters None Used without parameters Setupclient exe will run with all display screens INSTALLLEVEL 2 3 This parameter determines the type of Microsoft Dynamics CRM for Outlook that will be installed The following choices are available e 2 Installs Microsoft Dynamics CRM for Outlook If this parameter is not specified Microsoft Dynamics CRM for Outlook not Microsoft Dynamics CRM for Outlook with Offline Access is installed during a quiet mode installation e 3 Installs Microsoft Dynamics CRM for Outlook with Offline Access targetdir lt drive path gt Specifies the folder in which Microsoft Dynamics CRM for Outlook files will be installed A This parameter creates an administrative installation of Microsoft Dynamics CRM for Outlook by creating a Windows Installer package This package lets users run Setup from a network share or non administrative users run Setup that is driven from a group policy This parameter must be used with the largetdir parameter described earlier When using this parameter the targetdir value does not have to be located on the local computer A mapped drive or network share such as share m
86. m and restart Setup again All errors must be resolved If no errors or only warnings appear you can continue with the installation To do this click Next 7 Review the Ready to Install the Application page and then click Back to correct any errors When you are ready to continue click Install 8 When Setup completes successfully the Microsoft Dynamics CRM Connector for SQL Server Reporting Services Completed page appears Click Finish Potential Security Risk When You Run Microsoft Dynamics CRM Server by Using the Same User Account as Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Depending on how you configure the accounts that will be used to run the Microsoft Dynamics CRM Connector for SQL Server Reporting Services and Microsoft Dynamics CRM Server services certain security vulnerablities can exist These vulnerabilities include unintended elevated privilege or SQL injection attacks These security vulnerabilities are especially problematic when the Microsoft Dynamics CRM Server is configured for Internet access These vulnerabilities can exist when either of the following configurations exists e You install and run the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services on the same computer as Microsoft Dynamics CRM Server and 2 21 Microsoft Dynamics CRM 4 0 Installing Guide configure both applications to use the Network Service account or the same Active Directory domain user accou
87. m you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 2 27 Microsoft Dynamics CRM 4 0 Installing Guide 3 Microsoft Dynamics CRM E Mail Router Installation Instructions The Microsoft Dynamics CRM E mail Router is a software component that provides an interface between the Microsoft Dynamics CRM system and Microsoft Exchange Server 2003 Microsoft Exchange Server 2007 SMTP or a POP3 compliant e mail server When E mail Router is installed it transfers e mail messages to the Microsoft Dynamics CRM system and it sends outgoing e mail messages The Microsoft Dynamics CRM system stores e mail messages as activity records These e mail activity records are stored in the Microsoft Dynamics CRM database and include both the contents of the e mail message such as the text of the message and its subject line and relevant associations with other Microsoft Dynamics CRM records For example when a salesperson replies to a customer about a case the salesperson creates an e mail activity record that includes the text of the message plus information associating the e mail activity record with the correct case record Note For more information about E mail Router including information about how to plan your installation see the Microsoft Dyna
88. main where Microsoft Dynamics CRM Server is installed 2 If you are installing from an installation disk insert the Microsoft Dynamics CRM Server or the Microsoft Dynamics CRM for Office Outlook installation disk into the CD DVD drive The autorun screen appears Close the autorun screen 3 Open a command prompt window 4 At the command prompt change to the CD DVD drive or change to the location where the Microsoft Dynamics CRM installation files are located e SetupServer exe for Microsoft Dynamics CRM Server is located in the root of the Microsoft Dynamics CRM Server installation disk or download files location e SetupSrsDataConnector exe for the Microsoft Dynamics CRM Connector for SQL Server Reporting Services is located in the SrsDataConnector folder on the Microsoft Dynamics CRM Server installation disk or download files location e Setupclient exe for Microsoft Dynamics CRM for Outlook is located in the root of the Microsoft Dynamics CRM for Outlook installation disk or download files location e SetupExchange exe for Microsoft Dynamics CRM E mail Router is located in the Exchange folder on the Microsoft Dynamics CRM Server installation disk or download files location 7 48 Microsoft Dynamics CRM 4 0 Installing Guide Install Microsoft Dynamics CRM Server The following command will install Microsoft Dynamics CRM Server SetupServer exe Q InstallAlways L drive path logfilename og config drive pa
89. me after the at sign Click Next 10 In the Password and Confirm password boxes type the user s password and then click Next 11 Verify that the Create an Exchange mailbox check box is selected and then click Next 12 Click Finish E Mail Router Configuration Manager The E mail Router Configuration Manager is a separate tool that you use to configure E mail Router The Router Configuration Manager is installed with E mail Router and can be run after E mail Router Setup is complete All E mail Router settings configured by using the E mail Router Configuration Manager are saved in the Microsoft Crm tools EmailAgent xml file that is located in the folder where E mail Router is installed The E mail Router has several options Before you run the E mail Router Configuration Manager you should determine how you want to deploy these options e Incoming Configuration The E mail Router supports either Exchange Server 2003 Exchange Server 2007 or POP3 e mail systems for incoming e mail messages e Outgoing Configuration Microsoft Dynamics CRM supports only SMTP e mail systems for outgoing e mail messages e Mailbox Monitoring Type The following two mailbox types can be configured 3 31 Microsoft Dynamics CRM 4 0 Installing Guide o Forward Mailbox If you select Forward Mailbox when you run the E mail Router Configuration Manager a single mailbox will be used by E mail Router to process e mail messages Then for each Mi
90. mics CRM Planning Guide For a list of prerequsites needed before you install E mail Router see the System Requirements chapter earlier in this document Overview Microsoft Dynamics CRM provides the following e mail processing features e Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM for Outlook with Offline Access can work stand alone and do not require the E mail Router to process incoming Microsoft Dynamics CRM e mail messages e The E mail Router routes both incoming and outgoing messages The Microsoft Dynamics CRM 3 0 Exchange E mail Router processed only incoming e mail messages e The E mail Router supports POP3 e mail systems for incoming messages and SMTP e mail systems for outgoing messages e Microsoft Dynamics CRM e mail messages are sent asynchronously by using E mail Router The following sections explain the different e mail system options and configurations Microsoft Dynamics CRM for Outlook Microsoft Dynamics CRM for Outlook can also be used to perform the following tasks e Deliver received e mail messages to Microsoft Dynamics CRM e Send e mail messages generated from Microsoft Dynamics CRM Microsoft Dynamics CRM for Outlook no longer requires E mail Router to process Microsoft Dynamics CRM e mail messages For more information about Microsoft Dynamics CRM for Outlook see the Install Microsoft Dynamics CRM for Outlook chapter later in this document E mail Router The E
91. mics CRM server start Deployment Manager and import the organization For more information about how to import an organization see the Microsoft Dynamics CRM 4 0 Deployment Manager Help 3 Delete the configuration database MSCRM_Config that was created during the first upgrade To do this use SQL Server Management Studio 4 Run Microsoft Dynamics CRM 4 0 Server Setup to upgrade the next Microsoft Dynamics CRM 3 0 environment 5 Repeat steps 1 through 4 for each Microsoft Dynamics CRM 3 0 environment that you want to upgrade Important The SQL Server Reporting Services server cannot be shared by more than one Microsoft Dynamics CRM deployment The Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services can only manage authentication for a single Microsoft Dynamics CRM deployment Microsoft Dynamics CRM Enterprise supports multiple organizations in a single Microsoft Dynamics CRM 4 0 deployment However you cannot install multiple deployments of Microsoft Dynamics CRM 4 0 which would require multiple configuration databases Moreover you cannot share the same SQL Server Reporting Services server with a single Microsoft Dynamics CRM 4 0 deployment Microsoft Dynamics CRM Server Installation Herein you will find the procedures to install Microsoft Dynamics CRM Server on a computer that does not already have Microsoft Dynamics CRM installed The high level steps to complete the installation of Microsoft Dynamics CRM S
92. n click Next 14 On the Select the Web Site page select a Web site from the Web site list By default Setup will use the default Web site Important If you select the default Web site Microsoft Dynamics CRM Server Setup can overwrite the existing default Web site if one exists We recommend that you select the Create new Web site option and Setup will create a new Web site for Microsoft Dynamics CRM Server If you a create a new Web site the following option e Port Number Type the TCP port number that will be used by Microsoft Dynamics CRM clients to connect to the Microsoft Dynamics CRM server The default port number is 5555 15 Click Next 16 On the Specify Reporting Services Server page type the Report Server URL Make sure that you use the Report Server URL not the Report Manager URL To verify that you are using the correct URL in a browser type the Report Server URL as the address You should see a page titled lt server gt ReportServer with text that displays the version number Microsoft SQL Server Reporting Services Version lt version numbers Click Next 17 On the Select the Organizational Unit page click Browse to display your Active Directory structure Select the location where you want the Microsoft Dynamics CRM organizational unit to be installed into click OK and then click Next Microsoft Dynamics CRM security groups are created in this organizational unit Note If Setup cannot find the organizati
93. nd then click CRM Office Configuration Wizard Follow these steps to configure Microsoft Dynamics CRM for Outlook 1 On the Welcome page click Next 2 On the Select where you want to sign in to Microsoft Dynamics CRM page select one of the following options and then click Next e My company Select this option if you will connect to a Microsoft Dynamics CRM server at your company by using the Internet e Anonline service provider Select this option if you will connect to Microsoft only through the Internet Important Microsoft Dynamics CRM for Outlook users who will only sign in and access Microsoft Dynamics CRM remotely over the Internet without using a VPN connection should select the An online service provider option Selecting this option enables Microsoft Dynamics CRM for Outlook to be configured remotely without being logged into the domain Notice that by selecting this option these users will be unable to sign in to Microsoft Dynamics CRM while logged in to the domain through the LAN or VPN connection 3 On the Specify the Web addresses to use to connect to the Microsoft Dynamics CRM server page type the URL for the server in the Intranet address box In addition if you connect to your company or partner hosted site over the Internet you can clear Use the same Web address when the system connects over the Internet and type the URL in the External Web address box You must do this if you use a different URL to connect to
94. ning Guide Sales processes are upgraded to workflows In Microsoft Dynamics CRM 3 0 only sales processes could include stages and they were only able to take action on the Opportunity entity In other words sales processes were a special type of workflow In Microsoft Dynamics CRM 4 0 all workflows support stages on all types of entities Therefore all Microsoft Dynamics 3 0 sales processes are converted to standard workflows during the upgrade process If the upgrade is successful the underlying logic of the new workflow is unaffected including stages and the primary entity Opportunity Workflows that include references to objects that are invalid or do not exist cannot be upgraded If a Microsoft Dynamics CRM 3 0 workflow references a record entity attachment or other type of object that is invalid or does not exist on the server that is being upgraded upgrade of that workflow and all related workflow jobs will not succeed The following list includes examples of referenced objects that can cause a workflow upgrade to fail e Missing attachments e Missing or invalid custom entities attributes and relationships e Missing or invalid custom workflow activities NET assemblies or NET methods e Unsupported attributes attributes that have been deprecated since the previous release e Inconsistencies between the workflow owners and the business units to which they belong If any workflows or workflow jobs are not successfully up
95. ning IIS where the Microsoft Dynamics CRM Server Web application is installed If you use another method to compress HTTP communications you may want to turn this feature off To do this start IIS Manager right click the Web Sites folder click Properties click the Service tab and then clear Compress application files and Compress static files Install Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services The Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services has the following requirements e You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Setup e You must run Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Setup on a computer that has Microsoft SQL Server 2005 Reporting Services installed To install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services locate the Microsoft Dynamics CRM installation files and follow these steps Warning Microsoft Dynamics CRM users who use the Report Viewer control that is included with Microsoft Visual Studio 2005 can view information from the reports that they have access to By using this control the user can view additional report and session data that is not displayed when running the report in Microsoft Dynamics CRM To reduce the risk of exposing confidential data we recommend that you configure the SQL Server Reporting
96. nstalling Guide Upgrade from Microsoft Dynamics CRM 3 0 Server In this section you will find the procedures to install Microsoft Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM 3 0 installed The high level steps to complete the installation of Microsoft Dynamics CRM Server are as follows Important We strongly recommend that you back up your existing Microsoft Dynamics CRM data including all reports and customizations before you run Setup In addition we recommend the following backup strategy be implemented before you run Setup 1 Configure the Microsoft Dynamics CRM 3 0 databases by using a simple recovery model 2 Complete a full backup of the organization database and transaction log For more information about database backup and restore see the SQL Server Management Studio Help You cannot upgrade versions of Microsoft Dynamics CRM that are earlier than Microsoft Dynamics CRM 3 0 to Microsoft Dynamics CRM 4 0 For example to upgrade Microsoft CRM 1 2 you must first upgrade that version to Microsoft Dynamics CRM 3 0 and then run Microsoft Dynamics CRM Server Setup For information about planning business management and what happens to Microsoft Dynamics CRM 3 0 during upgrade see the Microsoft Dynamics CRM 4 0 Planning Guide Important If your existing Microsoft Dynamics CRM 3 0 deployment includes two or more organizations running on a single instance of SQL Server or it shares a single
97. nt e You install and run the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services on a different computer than the Microsoft Dynamics CRM Server However you use the same Active Directory domain user account to run both the Microsoft Dynamics CRM Connector for SQL Server Reporting Services and Microsoft Dynamics CRM Server services Because of these potential risks we strongly recommend that you specify and maintain different Active Directory user accounts to run the application pools that are used by Microsoft Dynamics CRM Server and the SQL Server Reporting Services where the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services is installed To help make data more secure before you install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services we recommend that you select one of the following Microsoft Dynamics CRM deployment options 1 Do not install Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Then reports will run by using Integrated Windows authentication However because you have not installed the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services you must configure trust for delegation if the SQL Server Reporting Services computer does not have Microsoft Dynamics CRM Server or Microsoft SQL Server installed 2 Install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services on a different computer that is runnin
98. ntPassword gt values specified is a security risk because you are storing a password in plain text Delete these elements as soon as the configuration file is used to install Microsoft Dynamics CRM Server Sample Server XML Configuration File for I nternet Facing Deployments The following partial configuration file installs the components necessary for a Microsoft Dynamics CRM Server deployment that can be accessed through the Internet facing deployment IFD The lt ifdsettings gt element must be located inside the lt Server gt element described previously lt ifdsettings enabled true gt lt internalnetworkaddress gt 10 10 0 0 255 255 0 0 lt internalnetworkaddress gt lt rootdomainscheme gt https lt rootdomainscheme gt lt sdkrootdomainsserver subdomain contoso com lt sdkrootdomain gt lt webapplicationrootdomain gt server subdomain contoso com lt webapplicationrootdomain gt lt ifdsettings gt Install Microsoft Dynamics CRM Server Roles By default Setup installs all Microsoft Dynamics CRM server roles on the local computer However if you are installing Microsoft Dynamics CRM 4 0 Enterprise you can install one or more server roles on a different computer or have two or more computers running the same role which can provide load balancing benefits To do this you must configure the XML configuration file and then run Setup at a command prompt on the computer where you want the role installed Importan
99. oft Dynamics CRM The following service is added Service Description Microsoft Dynamics Services asynchronous processes such as bulk e mail workflow and database CRM Asynchronous deletion clean up Processing Service Other Software Components Installed During Setup If not already installed the following components are installed during Microsoft Dynamics CRM Server Setup e SQL Server 2005 Reporting Services Report Viewer control e Microsoft SQL Server Native Client e Microsoft Application Error Reporting tool e Microsoft Visual C Runtime Library e MSXML6 e Microsoft NET Framework 3 0 which includes the following components o NET Framework 2 0 required by Microsoft Dynamics CRM Server o Windows Workflow Foundation required by Microsoft Dynamics CRM Server o Windows Presentation Foundation o Windows Communication Foundation Microsoft Dynamics CRM Software and Components Not Supported for Upgrade The following products and solutions are not supported by Microsoft Dynamics CRM 4 0 and will not be upgraded during Microsoft Dynamics CRM Setup If you upgrade a Microsoft Dynamics 2 9 Microsoft Dynamics CRM 4 0 Installing Guide CRM 3 0 system that includes these products or solutions or you install these components after installing Microsoft Dynamics CRM 4 0 these products or solutions may not function correctly e Microsoft Dynamics CRM 3 0 Mobile e Microsoft Dynamics CRM Connector for Microsoft Dynamics GP e Micro
100. ollow these steps 1 In the Navigation Pane click Settings under Settings click Administration and then click Languages 2 Select the check boxes for each language you want to enable and clear any check boxes that you want to disable 3 Click OK Note It may take several minutes for Microsoft Dynamics CRM to enable the languages that you selected and disable the languages that you cleared 4 When you have finished enabling and disabling languages click OK again to close the Language Settings dialog box Step 3 Install the Language Pack for Microsoft Dynamics CRM for Outlook If you have users who are running Microsoft Dynamics CRM for Outlook you must install the same Microsoft Dynamics CRM Language Packs enabled in the previous step on the computer where Microsoft Dynamics CRM for Outlook is installed To do this follow these steps Note You do not have to complete this step for users who will only run the Web application 1 Log on to the computer where Microsoft Dynamics CRM for Outlook is installed as a user who has Local Administrator privileges 2 Double click MUISetup msi where the Language Pack files are located 3 On the License Agreement page review the information and if you accept the license agreement click accept this license agreement and then click Install Setup copies the Language Pack files By default the Language Pack files are copied to lt drive gt Program Files Microsoft CRM LangPack
101. omplete page click Finish If there was a problem that occurred during the installation click View the log file to review the log file for information about the configuration Step 3 Configure User E Mail Settings The E mail Router is no longer required to send and receive Microsoft Dynamics CRM e mail messages Instead of using the E mail Router Microsoft Dynamics CRM for Outlook can be used to perform the following tasks e Deliver received e mail messages to Microsoft Dynamics CRM e Send e mail messages that are generated from Microsoft Dynamics CRM User and Queue E Mail Configuration The e mail messaging incoming and outgoing options can be set differently for each user or queue These incoming and outgoing options are configured on the User form To open a user form in the Navigation Pane click Settings Under Settings click Administration Then in the Administration area click Users and then double click the user that you want Note By default Microsoft Dynamics CRM sets both the incoming e mail server type and the outgoing e mail server type to Microsoft Dynamics CRM for Outlook For more information about these types see the following section Incoming E Mail Messaging Options The incoming e mail configurations that can be used when a user or a queue receives Microsoft Dynamics CRM e mail messages are as follows e None Use this option for users or queues that do not use Microsoft Dynamics CRM to send e mail message
102. omponents this page will not appear If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you can click Next to continue Note These components are required before Microsoft Dynamics CRM can be installed You can exit Setup and install the components manually or select Install The Next button on this page is disabled until Setup detects that these components are installed Installing these components may require that you restart the computer If you are prompted to restart the computer do so and then start Setup again The 32 bit installation of NET Framework 3 0 can take up to 10 minutes to install 9 Setup detects that a previously installed version of Microsoft Dynamics CRM is installed If you have recently backed up the Microsoft Dynamics CRM 3 0 databases and are ready to continue with the upgrade click Next 10 On the Specify the Organization Name page type the name of your organization in the Display name box In the Name box you can keep the name that Setup presents or you can type a unique name that must be limited to 30 characters Notice that spaces and extended characters are not allowed In the Database collation list select the database collation that the organization database will use to sort and compare data characters Then click Browse select the ISO currency code that yo
103. onal unit that you specified see the Troubleshooting Installation and Upgrade section later in this chapter 2 15 Microsoft Dynamics CRM 4 0 Installing Guide 18 On the Specify Security Account page select the security account for the Microsoft Dynamics CRM services and ASP NET component and then click Next Note If you select to run the ASP NET service under a domain user account that is not a domain administrator or a local administrator you must set a local security policy after you install Microsoft Dynamics CRM Server for the ASP NET service to work correctly Also depending on the password policies you have implemented for your organization the password for the user may expire For more information see the Microsoft Knowledge Base article 329290 How to use the ASP NET utility to encrypt credentials and session state connection strings 19 On the Specify E mail Router Settings page in the E mail router server name box type the name of the computer where the E mail Router will be installed This computer will be used to route Microsoft Dynamics CRM e mail messages If you will not install the E mail Router you can leave this box blank Then click Next 20 The System Requirements page appears This page is a summary of all system requirements for a successful Microsoft Dynamics CRM Server installation Failed tests must be corrected before installation can continue If a problem will take time to correct cancel Setup at
104. osoft Dynamics CRM 3 0 deployment that is using the Microsoft Dynamics CRM 3 0 Exchange E mail Router You must first uninstall the Microsoft Dynamics CRM 3 0 Exchange E mail Router before you install the Microsoft Dynamics CRM 4 0 E mail Router The Rule Deployment Wizard requires Microsoft Exchange Server Messaging API MAPI client runtime libraries You can install the MAPI client runtime libraries at http go microsoft com fwlink LinkID 78805 If you did not specify an incoming e mail server during Microsoft Dynamics CRM Server Setup you must manually add the service account running the e mail router service to the PrivUserGroup security group The PrivUserGroup is created during Microsoft Dynamics CRM Server Setup For steps on how to add members to this group see the Troubleshooting section later in this chapter The following procedures will install and configure E mail Router on the server named EXBE01 1 Meet all requirements in the Microsoft Dynamics CRM E mail Router Software Requirements section in the System Requirements and Required Components chapter of the Microsoft Dynamics CRM Planning Guide that is part of this document set 2 Log on to EXBE01 as a Domain User with Local Administrator privileges 3 Insert the Microsoft Dynamics CRM Server CD into your CD drive or if you are installing from the network locate the installation files 3 29 Microsoft Dynamics CRM 4 0 Installing Guide 4 In the Exchange
105. osoft Dynamics CRM 4 0 o PrivUserGroup o SQLAccessGroup o PrivReportingGroup e The previously mentioned security groups do not have the correct group membership e You use the automanagegroupsoff false attribute and value in the lt Groups gt entry for the Setup XML configuration file To use a configuration file you must install Microsoft Dynamics CRM Server at the command prompt To resolve this issue you must manually add the correct membership to each of the required security groups in Active Directory and then run Microsoft Dynamics CRM Server Setup again To manually add the objects to Active Directory use Active Directory Users and Computers You must add the following users and computers to each security group Security Group Object Type Description PrivUserGroup User User who is running Microsoft Dynamics CRM Server Setup PrivUserGroup Computer Computer where Microsoft Dynamics CRM Server is installed PrivUserGroup Computer Computer where Microsoft Exchange Server is installed if using the E mail Router SQLAccessGroup Computer Computer where Microsoft Dynamics CRM Server is installed PrivReportingGroup Computer Computer where the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services is installed One or more reports could not be upgraded message received during upgrade Because of changes in reporting functionality with Microsoft Dynamics CRM 4 0 some reports cannot be upgraded Although
106. otas Track e Define the fiscal year for quotas Work with Fiscal Year performance by assigning and tracking sales Settings quotas for each salesperson These tasks are completed in the Business Management and Administration areas of Settings Add quotas for individual users Work with Salespeople with Quotas Goal 7 Automate Business Processes The following table lists the tasks to automate business processes in Microsoft Dynamics CRM Task Subtask Help Topic Title Learn about how to automate business e Learn about how to use workflow Creating and Using processes Learn how business processes Workflows can be automated by creating workflows Create workflows Make sure users follow e Create a workflow Work with Workflows standard procedures by creating workflows These tasks are completed in the Workflows area of Settings Configure duplicate detection Decide how e Set up duplicate detection rules Work with Duplicate duplicates are defined and when duplicate detection Rules detection should be enabled These tasks are 7 completed in the Data Management area of Settings Review duplicate detection settings Enable and Disable Duplicate Detection Instructions for Removing the Resource Center The Resource Center is a place in the application where users administrators and implementers will find information to help them use and configure Microsoft Dynamics CRM 4 0 Much of the content in the Resource Center is
107. r each user in the Users area of the Settings area in the Microsoft Dynamics CRM Web client What s New in Microsoft Dynamics CRM 4 0 Microsoft Dynamics CRM 4 0 includes several new features that offer flexibility scalability and ease of use Multi Tenancy Earlier versions of Microsoft Dynamics CRM Server were a single organization solution Microsoft Dynamics CRM 4 0 lets you host multiple organizations in a single deployment This feature is a great benefit for hosted solutions or businesses that require a separation of data inside the organization Microsoft Dynamics CRM 4 0 now implements two types of databases e Asingle configuration database that stores metadata and location information for all organizations e One or more organization databases Microsoft Dynamics CRM 4 0 Installing Guide Server Roles Microsoft Dynamics CRM 4 0 Enterprise introduces two new server roles that provide services which increase flexibility and scalability You can decide to have a computer dedicated to one server role or to both The server roles selected and installed during Setup are as follows e Application Server Role This server role provides the Microsoft Dynamics CRM 4 0 Web user interface and services e Platform Server Role This lets you deploy the asynchronous services such as the Workflow and Bulk E mail services to a separate computer Microsoft Dynamics CRM 4 0 Connector for SQL Reporting Services The Microsoft D
108. rade one of the Microsoft Dynamics CRM 3 0 environments by running Microsoft Dynamics CRM 4 0 Server Setup This will create the configuration database and merge the Microsoft Dynamics CRM 3 0 databases into a single organization database Next you must upgrade the second Microsoft Dynamics CRM 3 0 environment To do this you must select one of the following options to complete the upgrade Option 1 Restore the Microsoft Dynamics CRM 3 0 Databases to an Instance of SQL Server To implement this option follow these steps 1 Back up and restore the Microsoft Dynamics CRM 3 0 databases to another instance of SQL Server on the same computer or to another computer that is running SQL Server For more information about how to back up and restore Microsoft Dynamics CRM 3 0 see the Microsoft CRM 3 0 Implementation Guide 2 Start Microsoft Dynamics CRM 3 0 Deployment Manager and associate the databases For more information about how to do this see the following Microsoft Knowledgebase article 2 10 Microsoft Dynamics CRM 4 0 Installing Guide How to move Microsoft Dynamics CRM 3 0 SQL databases from one server to a different server that is in the same domain 3 Run Microsoft Dynamics CRM Server Setup Option 2 Delete the Existing Configuration Database For this option you will run Microsoft Dynamics CRM Server Setup again to create a new configuration database and then import the organization from the previous upgrade To implemen
109. rm_logs gt e TraceCategories Verbose e TraceCallStack dword 00000001 5 42 Microsoft Dynamics CRM 4 0 Installing Guide e TraceSchedule Daily e TraceRefresh dword 00000001 Start Data Migration Manager To run the Data Migration Manager click Start point to All Programs point to Microsoft Dynamics CRM and then click Microsoft Dynamics CRM Data Migration Manager For more information about how to use the Data Migration Manager view the Data Migration Manager Help installed with the application Important Running the Data Migration Manager remotely such as in a Terminal Services environment or from a remote desktop client connection is not supported The Data Migration Manager uses the Cassini client side Web server which does not support authentication An elevated privilege exploit can occur when accessing a Cassini session remotely Troubleshooting Data Migration Manager Setup This section describes known issues that can occur during Data Migration Manager Setup For information about issues that occur during Data Migration Manager Setup view the log file that is located at lt drive gt Documents and Settings lt user name gt Application Data Microsoft MSCRM Logs DataMigrationWiz_Setup log Uninstall Data Migration Manager When Setup Does Not Complete Successfully To retry Setup after an unsuccessful or incomplete Data Migration Manager installation you must first uninstall the application and then
110. rmation about the Test Access feature see the E mail Router Configuration Manager Help Users do not receive Microsoft Dynamics CRM e mail messages This issue can occur because the service account that the e mail router is running under is not added to PrivUserGroup To resolve this issue follow these steps on a computer that is a domain controller in the domain where you installed Microsoft Dynamics CRM Server 1 Click Start point to Administrative Tools and then click Active Directory Users and Computers 2 Expand the organizational unit OU that you selected during Microsoft Dynamics CRM Server Setup By default this is the Domain Controllers OU 3 Right click PrivUserGroup and then click Properties On the Members tab click Add and then select the computer where the E mail Router service is installed and running 5 Click OK two times Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 3 34 Microsoft Dynamics CRM 4 0 Installing Guide 4 Microsoft Dynamics CRM for Outlook Installation Instructions Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Office Outlook as the Microsoft Dynamics CRM
111. rver in the default Web site However the URL can contain the port number to specify a different Web site such as http SSRS 5555 ReportServer lt instancename gt SQLServerlnstance lt instancename gt Specifies the instance of SQL Server Reporting Services that will be used to install the Microsoft Dynamics CRM Connector for SQL Server Reporting Services If no name is specified Setup will use the instance name MSSQLSERVER lt InstallDir gt c program files Microsoft CRM lt InstallDir gt Specifies the folder in which Microsoft Dynamics CRM Connector for SQL Server Reporting Services files will be copied lt Groups autogroupmanagementoff true false gt lt PrivUserGroup gt CN value OQU value DC value DC value DC value lt PrivUserGroup gt lt SQLAccessGroup gt CN value OQU value DC value DC value DC value lt SQLAccessGr oup gt lt Groups gt When used Setup will use the existing groups in Active Directory instead of creating them during installation If lt automanagegroupsoff gt is true Setup will not add or remove any members to those groups Sample Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration File The following XML configuration contents will install the Microsoft Dynamics CRM Connector for SQL Server Reporting Services This has all databases on the local computer named SQLServer lt CRMSetup gt lt srsdataconnector gt lt Patch update true gt server share patchfi
112. s e Microsoft Dynamics CRM for Outlook This option requires that Outlook be installed on the user s computer This option does not require the E mail Router component However to process Microsoft Dynamics CRM e mail messages Outlook must be running e Forward Mailbox To use this option you must install the E mail Router This option requires a sink mailbox which must be created by the administrator The E mail Router processes e mail messages that are forwarded to this mailbox Although this option does not require users to run Outlook it does require that a server side rule be deployed for the user If you are using Exchange Server to process incoming e mail messages you can deploy the rule by using the Rule Deployment Wizard e E mail Router This option delivers Microsoft Dynamics CRM e mail messages directly to Microsoft Dynamics CRM without the need of a forward mailbox The e mail system that is used to process messages can be Microsoft Exchange Server 2003 Exchange Server 2007 or a POP3 compliant server 4 38 Microsoft Dynamics CRM 4 0 Installing Guide Outgoing E Mail Messaging Options The possible outgoing e mail configurations that can be used when users or queues send Microsoft Dynamics CRM e mail messages are as follows e None Use this option for users or queues that do not use Microsoft Dynamics CRM to send e mail messages e Microsoft Dynamics CRM for Outlook This option requires that Outlook be
113. s lt LangID gt where LangID is the language identifier such as 1033 for U S English or 1043 for Dutch 4 On the completion page click View log file if you want to review the Setup log file When you are ready click Finish to complete the installation Step 4 Select the Language to Display the User Interface and Help Next users can select the language to display in both the Microsoft Dynamics CRM Web and Microsoft Dynamics CRM for Outlook applications 1 Under Workplace click the Personalize Workplace link 6 46 Microsoft Dynamics CRM 4 0 Installing Guide 2 Click the Languages tab 3 In the User Interface Language list select the language in which you want Microsoft Dynamics CRM to be displayed 4 In the Help Language list select the language in which you want Microsoft Dynamics CRM Help to be displayed 5 Click OK to save your changes and close the dialog box Note The user language settings only apply to Microsoft Dynamics CRM for Outlook features such as the user interface display of the CRM menu and do not affect other areas of Microsoft Office Outlook To be able to display all the Outlook user interface or Help in multiple languages you must install one or more Office Language Packs For more information about Office Language Packs see the Outlook Help Language Pack Installation Issues This section describes how to troubleshoot Language Pack installation issues You receive a Setup could not ins
114. s CRM letters faxes tasks and phone calls 1 5 Microsoft Dynamics CRM 4 0 Installing Guide Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 1 6 Microsoft Dynamics CRM 4 0 Installing Guide 2 Microsoft Dynamics CRM Server Installation Instructions In this chapter you will find the procedures to install Microsoft Dynamics CRM Server In addition there is installation troubleshooting information and the procedures to uninstall Microsoft Dynamics CRM Server Important This chapter assumes that you have completed all the necessary planning that is required for both the business management and technical aspects of a CRM system Because of the importance of this planning we recommend that you review the information in the Microsoft Dynamics CRM 4 0 Planning Guide before you install Microsoft Dynamics CRM Microsoft Dynamics CRM has many software component requirements For more information about these requirements see Chapter 2 System Requirements and Required Components For the most up to date information about Microsoft Dynamics CRM refer to the Readme located at http go microsoft com fwlink LinkID 78157 In this chapter the following
115. scrm_client_admin can be used For example the command 7 60 Microsoft Dynamics CRM 4 0 Installing Guide Setupclient Q A targetdir share mscrm_ client admin IF Repairs the installation Q Quiet mode installation This parameter requires a configuration file in XML format The config parameter contains the name of the XML configuration file No dialog boxes or error messages will appear on the display screen To capture error message information include the log file parameter L IL drive path logfilename log Creates a log file of installation activity You must specify the file name of the log file and where to put it IX Uninstalls Microsoft Dynamics CRM for Outlook Step 2 Configure Microsoft Dynamics CRM for Outlook by Using an XML Configuration File After you install Microsoft Dynamics CRM for Outlook you must configure it You can do this by running the client configuration wizard at the command line The client configuration wizard file is named Microsoft Crm Client Config exe and is located in the Client ConfigWizard folder where Microsoft Dynamics CRM for Outlook is installed By default the folder is c Program Files Microsoft CRM Command Line Examples To configure Microsoft Dynamics CRM for Outlook with Offline Access by using an XML configuration file that is named install_client xmlin quiet mode Microsoft Crm Client Config Q config c install client xml 1 eo Duell aert ellene eae
116. seaaeeesaees 3 33 Troubleshooting dese Seegen dee EE ate 3 34 LOQQING EE 3 34 Tast Access E EE 3 34 Send Us Your Feedback about This Chapter cc ccccecccseeeeeseeeeneeeeeaeeeeaeeseeeeesseeessaeeneaes 3 34 4 Microsoft Dynamics CRM for Outlook Installation Instructions c ceeseeeeeeeeeeeeeeeeeees 4 35 EE 4 35 Step 1 Install Microsoft Dynamics CRM for Outlook 4 36 Step 2 Configure Microsoft Dynamics CRM for Outlook eccceeeeeeeeeeeeeeeeeeeeeeseaeeeeeeeeaees 4 37 Step 3 Configure User E Mail Settings c ccesceeeeeeeeeeeeeeaeeeeeeeceaeeeeeaaeseeeeeseaeeesaeeneneeeeaees 4 38 User and Queue E Mail Configuration 0 ccceccceceeceeeeeeeeeeeeeeeeecaeeesaaeseceeesaeeesaeeeeeeeeaas 4 38 Incoming E Mail Messaging Options ccccceeeseeeeeeceeeeeeeeeeeeeeeeeeeeaeeeeneeseeeesaeeesaeeeeneeeaas 4 38 Outgoing E Mail Messaging Options nenn 4 39 Send Us Your Feedback about This Chapter c cccceccccseeeeeeeeeeeeeeeeeaeeeeaeeseeeeeseeeesiaeeseaes 4 39 5 Data Migration Manager Installation Instructions cece ee eeeeeeeeeeeeeeeeeeeeeeeeeteeeaeeeteeeaees 5 40 MEIER e EENS 5 40 Install Data Migration Manager 5 40 Data Migration Manager Installation Instructions eeec eee eeteee ee eete ee ee eaaeeeeeetaeeeeetaeeeeee 5 40 Configure Data Migration Manager 5 41 POG QUING eae secede AE ecg eccc A L A A E peceatetideces es eavadh ete teeties 5 42 Start Data Migration Manager 5
117. servers in the organization 9 On the Select Install Location page either accept the Default file installation directory or Browse for a different location and then click Next 10 The System Requirements page appears This page is a summary of all system requirements for a successful E mail Router installation Failed tests must be corrected before 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 all tests are successful click Next 11 The Ready to Install the Application page appears By default the Launch E mail Router Configuration Manager after installation completes check box is selected If you do not want to configure E mail Router at this point clear the check box and then click Install 12 After E mail Router Setup is finished installing files click OK Additional Tasks This section describes tasks that you must complete before users can send and receive e mail messages that will be tracked in Microsoft Dynamics CRM Important By default Microsoft Dynamics CRM users are set with both the incoming e mail server type and the outgoing e mail server type of Microsoft Dynamics CRM for Outlook For Web application users you must change the incoming type to E mail Router or Forward Mailbox and the outgoing type to E mail Router for each user Additional tasks to complete to use a forward mailbox If you will use a forward mail
118. soft Dynamics CRM Accelerator for Siebel e Microsoft Dynamics CRM BizTalk Adapter e Microsoft Dynamics CRM 3 0 Data Migration Pack and Microsoft Dynamics CRM Data Migration Framework e Microsoft Dynamics CRM 3 0 List Web Part e Microsoft Dynamics CRM Exchange E mail Router Upgrade Multiple Deployments of Microsoft Dynamics CRM 3 0 That Share an Instance of SQL Server If you have multiple Microsoft Dynamics CRM 3 0 deployments running on a single instance of SQL Server and you plan to upgrade all deployments to Microsoft Dynamics CRM 4 0 you have three options available to complete the upgrade Notice that you cannot install multiple Microsoft Dynamics CRM 4 0 deployments by using a single instance of SQL Server This is because only one configuration database MSCRM_Config can exist on an instance of SQL Server If you want to combine all Microsoft Dynamics CRM 3 0 deployments into a single deployment by using the Microsoft Dynamics CRM 4 0 multi tenancy feature you can use the Import Organization wizard that is located in the Organization node in the Microsoft Dynamics CRM 4 0 Deployment Manager Notice that only Microsoft Dynamics CRM 4 0 Enterprise supports multiple organizations in the deployment If you upgrade the Microsoft Dynamics CRM 3 0 deployment and the SQL Server hosts multiple installations of the Microsoft Dynamics CRM 3 0 databases you must select one of the following options to complete the upgrade First you must upg
119. start and not previous restarts that may be required for other components lt Email gt lt IncomingExchangeServer name ServerName gt Specifies the Microsoft Exchange Server computer or POP3 that will be used by the E mail Router to route incoming e mail messages lt Email gt Specifies the e mail server that will be used for e mail routing lt InstallDir gt C Program Files Microsoft Dynamics CRM lt InstallDir gt Important To install Microsoft Dynamics CRM Server for Internet access you must add the following ifdsettings elements and associated values lt ifdsettings enabled true false gt This option should only be used for Internet facing deployments Set enabled true to notify Microsoft Dynamics CRM Server Setup to configure the deployment for Internet access If the lt ifdsettings gt element is not specified the enabled attribute value is set to false lt internalnetworkaddress gt IP Network Address Subject Mask lt internalnetworkaddress gt IP address and subnet mask such as 157 56 137 105 255 255 255 0 This is the internal IP address and the associated subnet mask of the server that is running IIS where the Microsoft Dynamics CRM Server Web application is running If you will deploy Microsoft Dynamics CRM Server on multiple servers on different subnets you can repeat this element for each IP and subnet mask address that is in the deployment Notice that if you leave this element blank users will al
120. t OU gt OU CRM DC MySubDomain DC MyDomain DC com lt OU gt lt LicenseKey gt KeyValue lt LicenseKey gt Specifies the license key for this deployment The configuration file can contain only one Microsoft Dynamics CRM license key For example lt licenseKey gt XXXXX XXXXX XXXXX XXXXX XXXXX lt licenseKey gt Note If you purchase Microsoft Dynamics CRM through a Microsoft Volume Licensing program the license key is provided in the license txt file The license txt file is included in the Microsoft Dynamics CRM installation files lt WebsiteUrl Create true false port TCPportnumber gt LM W3SVC 1 lt WebsiteUrl gt Specifies the path for the Web site to be created on the Microsoft Dynamics CRM server Use Create true to create a new Microsoft Dynamics CRM Web site and leave the value between the element tags blank Specify Create false to use an existing Web site and then you must enter the Web site node in the element tags such as LM W3SVC 1 which is the default Web site Use port TCPportnumber where TCPportnumber is a valid and available TCP port number to specify the port for connecting to the Microsoft Dynamics CRM Server application If left blank the port number that will be used is 5555 lt InstallDir gt c program files Microsoft CRM lt InstallDir gt Specifies the folder in which Microsoft Dynamics CRM Server files will be copied lt basecurrency isocurrencycode CurrencyCode currencyname
121. t You cannot run Setup to add one or more server roles to a computer that already has one or more server roles installed If you try to run Setup on a computer that already has at least one server role installed Setup will uninstall all existing server roles Before you can add different server roles you must first uninstall all server roles and then run Setup to install the server roles that you want For more information about server roles see the Planning Deployment chapter in the Microsoft Dynamics CRM 4 0 Planning Guide For more information about recommendations for isolating server roles or running multiple computers with the same server role see the Advanced Planning Deployment chapter in the Microsoft Dynamics CRM 4 0 Planning Guide 7 55 Microsoft Dynamics CRM 4 0 Installing Guide Parameters The supported command line parameters are the same as what was previously described in the Install Microsoft Dynamics CRM Server section Server XML Configuration File The config drive path configfilename xml command line parameter provides Microsoft Dynamics CRM Server Setup with required information The information supplied by the XML configuration file is what is required by each installation screen Important The XML elements must be in English US An XML configuration file that has localized XML elements will not work correctly An explanation of each XML element and a sample XML file follows lt Roles gt lt
122. t first understand the configurations that are possible for incoming and outgoing e mail Configure e mail for each user Determine e Update all user records Manage a User s Record whether the E mail Router is required and install it if necessary Install and configure the E mail Router e Install and configure the E mail Router Install the Determine whether the E mail Router is Microsoft Dynamics CRM E Mail Router required and install it if necessary Learn about how to manage e mail e Learn about how to manage e mail activities Managing activities Understand how each e mail E Mail Activities message that you receive and send can be tracked as an activity Set system wide e mail options Determine Configure system wide e mail options Manage System whether to use tracking tokens in the subject Settings line of each e mail message and set other options that affect all users This task is completed in the Administration area of Settings Goal 3 Manage Customer Support The following table lists the tasks that help you manage customer support features in Microsoft Dynamics CRM Task Subtask Help Topic Title 9 73 Task Set up queues for cases Learn how to organize incoming cases by using queues These tasks are completed in the Business Management area of Settings Create service contract templates Set up service contract templates to track service contracts with your customers These tasks are completed
123. t this option follow these steps 1 Back up the newly upgraded Microsoft Dynamics CRM organization OrgName_MSCRM and configuration databases MSCRM_Config from the previous upgrade For more information about how to back up these databases see the Backing Up the Microsoft Dynamics CRM System chapter in the Operating and Maintaining Guide that is part of this document set Note You will not be required to restore the configuration database after you complete these steps because Microsoft Dynamics CRM Server Setup will create a new one However we recommend that you back up the configuration database from the previous upgrade in the event the next upgrade fails 2 Delete the configuration database MSCRM_Config that was created during the previous upgrade To do this use SQL Server Management Studio 3 Run Microsoft Dynamics CRM 4 0 Server Setup to upgrade the next Microsoft Dynamics CRM 3 0 environment This will create a new configuration database 4 Repeat steps 1 through 3 for each additional Microsoft Dynamics CRM 3 0 environment that you want to upgrade 5 When you have upgraded the last Microsoft Dynamics CRM 3 0 environment use the Microsoft Dynamics CRM 4 0 Deployment Manager to import each organization database that was created from the previous upgrades For more information about how to import an organization see the Microsoft Dynamics CRM 4 0 Deployment Manager Help 6 On the previously upgraded servers uninstall Mi
124. tabases Active Directory groups or the Microsoft Dynamics CRM Web site Those components must be removed manually To repair Microsoft Dynamics CRM Server click Microsoft Dynamics CRM Server click Change Remove select Repair and then click Next Follow the instructions that are on the screen Uninstall or Repair Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services To remove uninstall the Microsoft Dynamics CRM 4 0 Connector for Microsoft SQL Server Reporting Services go to Add or Remove Programs click Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services click Remove select Uninstall and then click Uninstall Follow the instructions on the screen To repair the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services click Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services click Remove select Repair and then click Next Follow the instructions on the screen Uninstall or Repair E mail Router To remove uninstall the Microsoft Dynamics CRM E mail Router go to Add or Remove Programs or on Windows Vista go to Programs and Features click Microsoft Dynamics CRM E mail Router click Change Remove select Uninstall and then click Uninstall Follow the instructions on the screen 8 68 Microsoft Dynamics CRM 4 0 Installing Guide To repair E mail Router click Microsoft Dynamics CRM E mail Router click Change Remove select Repair and then clic
125. tall Language Pack Name error message During a Language Pack installation Setup may display an error message that states that the Language Pack cannot be installed This problem can occur when the Microsoft Dynamics CRM Server or Microsoft Dynamics CRM for Outlook applications are not installed on the computer before you run MU Setup msi to install a Language Pack To resolve this problem you must perform the following procedures e If you are installing the Language Pack for the Microsoft Dynamics CRM deployment you must install the Language Pack on the computer where Microsoft Dynamics CRM Server is installed e If you are installing the Language Pack for Microsoft Dynamics CRM for Outlook you must install the Language Pack on the computer where Microsoft Dynamics CRM for Outlook is installed Send Us Your Feedback about This Chapter We appreciate hearing from you To send your feedback click the following link and type your comments in the message body Note The subject line information is used to route your feedback If you remove or modify the subject line we may be unable to process your feedback Send Feedback 6 47 Microsoft Dynamics CRM 4 0 Installing Guide 7 Use the Command Line to Install Microsoft Dynamics CRM You can install Microsoft Dynamics CRM 4 0 Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services Microsoft Dynamics CRM for Microsoft Office Outlook and the Microsoft Dynami
126. ter service and the E mail Router Configuration Manager but does not install the Rule Deployment Wizard The following features are available lt SinkService gt Add this entry if you want to install the E mail Router service and E mail Router Configuration Manager lt RulesWizard gt Add this entry if you want to install the Rule Deployment Wizard 7 64 Microsoft Dynamics CRM 4 0 Installing Guide Sample Microsoft Dynamics CRM E mail Router XML Configuration File The following configuration file sample instructs Setup to check a Microsoft Web site for available updates to E mail Router Setup It applies the updates and then installs the E mail Router service and Rule Deployment Wizard in the c Program Files Microsoft Dynamics CRM Email folder lt CRMSetup gt lt Exchange gt lt Features gt lt SinkService gt lt RulesWizard gt lt Features gt lt Patch update true gt lt Patch gt lt Exchange gt lt CRMSetup gt Microsoft Dynamics CRM Server Installation Troubleshooting The following section describes known issues and troubleshooting steps when installing Microsoft Dynamics CRM 4 0 at a command prompt Setup Fails or Client Receives an Unhandled Exception When Trying to Connect after Installing Microsoft Dynamics CRM 4 0 Setup may not complete successfully or any of the Microsoft Dynamics CRM 4 0 clients may receive an error message when trying to connect to the Microsoft Dynamics CRM ser
127. th conftigfilename xmi SetupServer exe for Microsoft Dynamics CRM Server is located in the root of the Microsoft Dynamics CRM Server installation disk or download files location Parameters None Used without parameters Setup will install with all display screens Q Quiet mode installation This parameter requires a configuration file in XML format The contig parameter contains the name of the XML configuration file No dialog boxes or error messages will appear on the display screen To capture error message information include the log file parameter L InstallAlways This parameter forces Setup to ignore the installation state and operate in install mode When you use this parameter Setup will try to install on a server where Microsoft Dynamics CRM is already installed QR Requires a configuration file in XML format specified by the config parameter Displays installation progress bars and all error messages IL drive path logfilename log Creates a log file of installation activity You can specify the file name of the log file and where to put it If you do not specify a name or location a log file will be created in the Drive Documents and Settings UserName Application Data Microsoft MSCRM Logs folder where UserName is the account name of the user running Setup The following options are available LV Log verbose L Log all information except verbose L V Log all information including verbose
128. the ISO currency code that you will use as the base currency for the organization in the list click OK and then click Next 2 14 Microsoft Dynamics CRM 4 0 Installing Guide Important After Setup is complete you cannot change the database collation or the base ISO currency code However you can change the base currency name and base currency symbol The Organization Name box is limited to the standard ASCII character set A Z 0 9 and _ In addition the name must be unique to the deployment and cannot begin with a number or underscore _ character 12 On the Help Us Improve the Customer Experience page select whether you want to participate in the Customer Experience Improvement Program and then click Next Note By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on If later you decide that you do not want to participate in the Customer Experience Improvement Program you can turn off this feature in the Microsoft Dynamics CRM Web application To do this in the Navigation Pane click Settings under Settings click Administration in the Administration area click Privacy Preferences in the Privacy Preferences dialog box clear the Yes am willing to participate anonymously in the Customer Experience Improvement Program check box and then click OK 13 On the Select Installation Location page accept the default location or enter a different file installation location and the
129. these steps on the computer where Data Migration Manager is installed 1 Click Start click Control Panel and then click Add or Remove Programs In Windows Vista click Start type programs and features in the Start Search box and then click Programs and Features in the Programs list 2 Select Microsoft Dynamics CRM Data Migration Manager and then click Change 3 On the Microsoft Dynamics CRM Data Migration Manager Maintenance page select Uninstall to remove the application and then click Uninstall To repair the application select Repair and then click Next Follow the instructions that are on the screen 4 In Windows Explorer locate the folder where you installed the Data Migration Manager By default the folder is C Program Files Microsoft Dynamics CRM Data Migration Manager If the folder exists remove it 5 If Data Migration Manager is configured to use Microsoft SQL Server 2005 Express download and install Microsoft SQL Server Management Studio Express from http go microsoft com fwlink LinkID 105871 and remove the databases 8 69 Microsoft Dynamics CRM 4 0 Installing Guide If Data Migration Manager is configured to use SQL Server 2005 use SQL Server Management Studio to delete the database After you delete the database run Setup again To delete the database follow these steps 1 Start SQL Server Management Studio or SQL Server Management Studio Express 2 On the Connect to Server screen specify the s
130. this point fix the problem and restart Setup again All errors must be resolved If no errors or only warnings appear you can continue with the installation To do this click Next 21 Review the Ready to Install the Application page and then click Back to correct any errors When you are ready to continue click Install 22 When Setup completes successfully the Microsoft Dynamics CRM 4 0 Completed page appears We recommend that you let Setup restart the computer by leaving the Restart the computer when the wizard closes option checked Click Finish Important To complete the installation of Microsoft Dynamics CRM Server you must install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services For instructions about how to install the Microsoft Dynamics CRM 4 0 Connector for Microsoft SQL Server Reporting Services see the following section You cannot install the Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services before you install Microsoft Dynamics CRM Server By default Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server Web application is installed If you use another method to compress HTTP communications you may want to turn this feature off To do this start IIS Manager right click the Web Sites folder click the Service tab and then clear Compress application files and Compress static files 2 16 Microsoft Dynamics CRM 4 0 I
131. u will use as the base currency for the organization in the list click OK and then click Next Important After Setup is complete you cannot change the database collation or the base ISO currency code However you can change the base currency name and base currency symbol The Organization Name box is limited to the standard ASCII character set A Z 0 9 and _ In addition the name must be unique to the deployment and cannot begin with a number or underscore _ character 11 On the Help Us Improve the Customer Experience page select whether you want to participate in the Customer Experience Improvement Program and then click Next Note By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on If you use a third party to install or configure the Microsoft Dynamics CRM software on the computer system and you want to participate in the Microsoft Customer Experience Improvement Program you should instruct the third party provider to accept the invitation to participate in the Customer Experience Improvement Program on your behalf If you decide that you do not want to participate in the Customer Experience 2 18 Microsoft Dynamics CRM 4 0 Installing Guide Improvement Program after the third party provider accepts the invitation on your organization s behalf you can turn off this feature in the Microsoft Dynamics CRM Web application To do this in the Navigation Pane click Settings
132. ult folders listed in the following table are created Folder lt systemdrive gt Program Files Microsoft CRM lt systemdrive gt Program Files Microsoft SQL Server MSSQL 1 MSSQL Data lt systemdrive gt Program Files Microsoft CRM Tools systemdrive gt Program Files Microsoft CRM Reports systemdrive gt Program Files Microsoft CRM SRS Data Connector systemdrive gt Program Files Microsoft CRM LangPacks systemdrive gt Program Files Microsoft CRM Trace lt systemdrive gt Inetpub wwwroot MSCRMGServices lt systemdrive gt Inetpub wwwroot CRMReports The following Web components are added Name CRMAppPool Component Application Pool Virtual Roots Microsoft Dynamics CRM Comments Microsoft Dynamics CRM Server program files Microsoft Dynamics CRM installs the Microsoft Dynamics CRM configuration database and organization databases in this folder This folder is created by Microsoft SQL Server Microsoft Dynamics CRM tools and tool components Contains a Microsoft Dynamics CRM subfolder that contains an rdl file for each default report Microsoft Dynamics CRM 4 0 Connector for SQL Server Reporting Services Location of Language Pack installations Language Packs are downloaded and installed separately Stores trace file logs when tracing is enabled Microsoft Dynamics CRM Web services Microsoft Dynamics CRM report services Description Microsoft Dynamics CRM Server Setup creates a sep
133. under Settings click Administration in the Administration area click Privacy Preferences in the Privacy Preferences dialog box clear the Yes am willing to participate anonymously in the Customer Experience Improvement Program check box and then click OK 12 On the Specify Reporting Services Server page you can keep the existing Report Server URL or type a new URL for the Report Server When typing a new URL make sure that you use the Report Server URL not the Report Manager URL To verify that you are using the correct URL in a browser type the Report Server URL as the address You should see a page titled lt server gt ReportServer with text that displays the version number Microsoft SQL Server Reporting Services Version lt version numbers Click Next 13 On the Specify Security Account page select the security account for the Microsoft Dynamics CRM services and ASP NET component and then click Next Note If you select to run the ASP NET service under a domain user account that is not either a domain administrator or a local administrator you must set a local security policy after you install Microsoft Dynamics CRM Server for the ASP NET service to work correctly Also depending on the password policies you have implemented for your organization the password for the user may expire For more information see the Microsoft Knowledge Base article 329290 How to use the ASP NET utility to encrypt credentials and session state
134. ver The message may resemble the following text Exception from HRESULT 0x80048306 Description An unhandled exception occurred during the execution of the current Web request Please review the stack trace for more information about the error and where it originated in the code Exception Details System Runtime InteropServices COMException Exception from HRESULT 0x80048306 Source Error 7 65 Microsoft Dynamics CRM 4 0 Installing Guide An unhandled exception was generated during the execution of the current Web request Information about the origin and location of the exception can be identified using the exception stack trace below This problem can occur if you run Microsoft Dynamics CRM Setup when the following conditions are true e One or more of the following Active Directory security groups was created in the organizational unit where you are installing Microsoft Dynamics CRM 4 0 o PrivUserGroup o SQLAccessGroup o UserGroup o ReportingGroup o PrivReportingGroup e The previously mentioned security groups do not have the correct group membership e You use the automanagegroupsoff false attribute and value in the lt Groups gt entry for the Setup XML configuration file To do this you must install Microsoft Dynamics CRM Server at a command prompt To resolve this issue you must manually add the correct membership to each of the required security groups in Active Directory and then run Microsoft Dynamics CRM
135. viceAccount type DomainUser gt lt ServiceAccountLogin gt login lt ServiceAccountLogin gt lt ServiceAccountPassword gt password lt ServiceAccountPassword gt lt CrmServiceAccount gt Specifies the Microsoft Dynamics CRM service account type Accepted values include NetworkService which uses the Network Service system account or DomainUser which will use the specified domain user By default Setup will use the Network Service account If DomainUser is specified lt ServiceAccountLogin gt and lt ServiceAccountPassword gt are required If this option is not used Setup will use Network Service Caution Maintaining the configuration file that has lt ServiceAccountLogin gt and lt ServiceAccountPassword gt values specified is a security risk because you are storing a password in plain text Delete these elements as soon as the configuration file is used to install Microsoft Dynamics CRM Server lt SQM optin true false gt Specifies whether you will participate in the Customer Experience Improvement Program If you specify true you will participate in the program Note By default the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on Later if you decide that you do not want to participate in the Customer Experience Improvement Program you can turn off this feature in the Microsoft Dynamics CRM Web application To do this in the Navigation Pane click Settings under Settings click A
136. w the Readme http go microsoft com fwlink LinkID 78157 file to determine the location of the Microsoft Dynamics CRM installation files 4 In the folder where the Microsoft Dynamics CRM files are located move to the root folder and then double click ServerSetup exe 5 On the Welcome to Microsoft Dynamics CRM Setup page select whether you want to update Microsoft Dynamics CRM Server Setup We recommend that if updates are available you let Setup download the latest version To do this click Update installation files wait until the update process is complete and then click Next 6 On the License Code Information page type your license number in the License code boxes and then click Next Note If you purchased Microsoft Dynamics CRM through a Microsoft Volume Licensing program the license key is provided in the license txt file which is included in the Microsoft Dynamics CRM installation files 7 On the License Agreement page review the information and if you accept the license agreement click accept this license agreement and then click Accept 8 If Setup detects that components are missing the Install Required Components page appears e If you have already installed the required components this page will not appear e If you have not installed the required components listed you can install them now Click Install When the components are installed the status column will change from Missing to Installed and you
137. ways be prompted when they log on to Microsoft Dynamics CRM for both internal and external access lt rootdomainscheme https http lt rootdomainscheme gt Must be https which will use secure sockets layer SSL or http which will use the nonsecure HTTP protocol Warning Setup does not require SSL on the Web site where Microsoft Dynamics CRM is installed We strongly recommend that you specify the https 7 53 Microsoft Dynamics CRM 4 0 Installing Guide value in the rootdomainscheme element In addition after Setup is complete to help protect information that is transmitted between users and Microsoft Dynamics CRM Server we recommend that you configure the Web site to require SSL For more information about how to use SSL see the Internet Information Services IIS Manager Help lt sdkrootdomain gt servername domain com lt sdkrootdomain gt Specifies the fully qualified domain name that will be used for applications that use the methods described in the Microsoft Dynamics CRM 4 0 Software Development Kit SDK lt webapplicationrootdomain gt servername domain com lt webapplicationrootdomain gt Specifies the fully qualified domain name that will be used for the Microsoft Dynamics CRM Web application and Microsoft Dynamics CRM for Outlook lt ifdsettings gt Sample Server XML Configuration File The following configuration file installs an update file located on an internal share installs all Microsoft Dynamics CR
138. xample o When you import records o When you create or update a record o When the Microsoft Dynamics CRM for Microsoft Office Outlook goes from offline to online or because of a workflow action System administrators can run recurring duplicate detection on selected entities as an asynchronous job Users can run duplicate detection from any view on selected records or all records in the entity System administrators can define the rules for duplicate detection for each entity Access control to data management features is based on privileges for the new entities data imports import maps and duplicate detection rules and on new global duplicate detection settings which control where duplicate detection is enabled What s New in Customization Several of the new customization features include the following features Set Form Assistant options in form properties You can set options for how the Form Assistant displays for each entity Enable duplicate detection In each entity you can decide whether to enable duplicate detection Select Input Method Editor IME mode for each attribute IME mode can be set for attributes that accept text or numbers IME is used for East Asian languages such as Chinese Japanese and Korean accommodating the thousands of possible characters in these languages to be entered using a keyboard Download Web Services Description Language WSDL files Use links available in the Customization
139. ynamics CRM 4 0 Connector for Microsoft SQL Server Reporting Services is a service that connects the Microsoft Dynamics CRM Server computer to the Microsoft SQL Report Server computer The Microsoft Dynamics CRM 4 0 Connector for SQL Reporting Services eliminates the Kerberos double hop authentication that was required for Microsoft Dynamics CRM 3 0 deployments when SQL Server Reporting Services was installed on a separate computer The Microsoft Dynamics CRM 4 0 Connector for SQL Reporting Services is installed as a separate component Microsoft Dynamics CRM 4 0 Language Pack A Microsoft Dynamics CRM 4 0 Language Pack lets users display the Microsoft Dynamics CRM 4 0 user interface in a different language than the base language Also users can display Help in a language that differs from both the base language and the language displayed in the Microsoft Dynamics CRM 4 0 user interface Multicurrency Multiple currencies are now supported for transaction based records Resource Center The Resource Center is a place in the application where users administrators and implementers will find information to help them use and configure Microsoft Dynamics CRM 4 0 The Resource Center presents rich content and links to valuable information Much of the content in the Resource Center is created by experts in the Microsoft Dynamics CRM community What s New in Data Management New data management features are tools to load data into most entit

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