We are going to look at installing Microsoft CRM 2011 in a corporate environment with the Active Directory groups pre-created.
Software components required:
Microsoft CRM Server installation: CRM2011-Server-ENU-amd64.exe
Report Authoring Extension install: CRM2011-Bids-ENU-i386.exe
SharePoint 2010 integration: CRM2011-SharePointList-ENU-amd64.exe
90 day trial license for Microsoft CRM 2011: MQM2H-JYYRB-RRD6J-8WBBC-CVBD3
These can be downloaded from Microsoft Site
Start with the CRM2011-Server-ENU-amd64.exe file. This will prompt for a folder to extract the compressed files to. Once the files have been extracted, navigate to the folder and locate the setupserver.exe file. This is the actual Microsoft CRM installation file. Navigate to the appropriate folder in command prompt and type the following command:
D:\install\CRM2011Setup>setupserver /config d:\install\crminstall.xml
This assumes that I have extracted my files in the ‘CRM2011Setup’ folder under the ‘install’ folder on the ‘D:’ drive of my App server – replace as appropriate. This also assumes that I am passing a config.xml file stored in the ‘install’ folder on the ‘D:’ drive of the app server. The contents of the xml file is as follows:
The XML file:
<PrivUserGroup>CN=PrivUserGroupDev,OU=Corporate Groups,OU=Users & Groups,DC=ad,DC=AniMandal,DC=com </PrivUserGroup>
<SQLAccessGroup>CN=SQLAccessGroupDev,OU=Corporate Groups,OU=Users & Groups,DC=ad,DC=AniMandal,DC=com</SQLAccessGroup>
<ReportingGroup>CN=ReportingGroupDev,OU=Corporate Groups,OU=Users & Groups,DC=ad,DC=AniMandal,DC=com</ReportingGroup>
<PrivReportingGroup>CN=PrivReportingGroupDev,OU=Corporate Groups,OU=Users & Groups,DC=ad,DC=AniMandal,DC=com</PrivReportingGroup>
The key thing to note regarding this config file are the following:
- AutoGroupManagementOff is set to true, so all users have to manually added to the security groups and the groups themselves have to be manual pre-created. If this is set to False or this line is missing from the config.xml file then Microsoft CRM 2011 will try to create the groups and assign users on its own. This is an issue if you, the installing user do not have domain admin rights.
The groups themselves need to be pre-created. So once the four groups – PrivUserGroup, SQLAccessGroup, ReportingGroup and PrivReportingGroup have been created, the location of the groups in AD needs to be specified and that what the tags in the <Groups> specify. The generic format is
<PrivUserGroup>CN=PrivUserGroup, OU=Company Name, OU=Company Name, DC=<domain>, DC=<domain_extension></PrivUserGroup>
The example above resolves to AniMandal.com\Users & Groups \ Corporate groups – notice the escape amp; character for the & in the xml file. Using & in xml without an escape character will break the xml file.
Of couse there are many more tags you can include in the XML file in order to do a completely silent install, but right now we are interested in only passing the pre-created groups and we will enter all other details as and when we get prompted for it.
So, if the XMl file parses correctly, we get the following screen:
Enter an option and click next.
The Product Key page comes up next:
Enter your Microsoft Dynamics License Key and press next. The product key above is the trial license key and has been called out accordingly. Press next to get the License agreement page:
Read the license agreement and check the license agreement acceptance checkbox and press “I Accept” to get the next screen.
This is the pre-requisite component validation page where CRM checks if the pre-requisite software is installed or not. If you r server has an internet connection is can download from the internet, then you are in luck, simply click ‘Install’ and CRM 2011 will download the components from the Microsoft site and install them. If your server has no or severely limited internet access, then you will have to search for, download and install the components yourself on the App server before you can proceed with the install. Click next once you have all green.
Enter the location where CRM2011 will be installed. Click Next.
Enter the SQL Server that you will be using for the Database. Use SQLserver\instance if you are using SQL instances. Click Next:
Specify the service account on this page. Though you can get away with entering “Network” service as the service account for each of the services, it really is a good idea to have your IT admin group create separate service accounts. Remember you will need not only the service accounts, but also the passwords.
Enter the Service Account Ids and Passwords. The accounts must be entered as domain\accountname. Click Next:
Select the website for CRM2011. You can either go with the default website or select a Port Number. You can input a DNS hostname on the IIS server once the installation is complete. Click Next:
This is for specifying the Email Router Server – this step can be left blank for now. But you should decide whether you want to manage email through Outlook or by using the Email Router. Click Next:
Enter the Organization Name, for eg, AniMandal. The Database name will default to the organization (after stripping out the spaces). You can however choose a completely different name for the Database. Whatever database name you choose, the actual database will be created as DBName_MSCRM (if you have entered the database name as DBName). Enter the base currency – this cannot be changed later. Click Next:
Specify the reporting server name. As pointed out give the path to the Report server URL and not the Report Manager URL. Click Next:
Choose an option and click Next:
If there are any errors they will show up here. You cannot proceed till all errors have been resolved – you can however proceed with warnings. Click Next:
You will get a summary page. Click Next:
The installation progress page. Wait for the process to complete:
Congratulations – CRM2011 Application has been successfully installed. The next step will be to go to the website url and launch CRM 2011!
This just installs the CRM App Server. There are few other components to be installed:
- Reporting Extensions – without this extension reports will not execute
- Report Authoring Extension – to support fetch based reports
- SharePoint – if you want to integrate CRM2011 and SharePoint
Find me on Microsoft Forum: http://social.microsoft.com/profile/animandal/