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Wednesday 16 January 2013

Microsoft Dynamics CRM 2011 Installation

2011 Dynamics CRM installation

Once treated the prerequisites mentioned in the previous section, proceed to install the product, which is described in detail in this section.
We begin with a section devoted to the installation of SQL Server 2008/2008 R2 if the case is not yet installed.

Installing SQL Server 2008/2008 R2

  1. If you have not already installed, first install SQL Server 2008 / 2008 R2 64 bits.
  2. Ensure that the required ports are allowed at the firewall.
    ProtocolPortDescriptionExplanation
    TCP135MSRPCRPC endpoint resolution.
    TCP139NETBIOS-SSNNETBIOS session service.
    TCP445Microsoft-DSActive Directory Active Directory required for access and authentication.
    TCP1433ms-sql-sSQL Server sockets service. This port is required for access to SQL Server.This number May Be Different if You Have configured your default instance of SQL Server to use a port number or Different Are you using a named instance.
    UDP123NTPNetwork Time Protocol.
    UDP137NETBIOS-NSNETBIOS name service.
    UDP138NetBIOS-dgmNetBIOS datagram service.
    UDP445Microsoft-DSActive Directory Active Directory service required for access and authentication.
    UDP1025BlackjackDCOM, used as an RPC listener.
  3. When installing SQL Server, choose at least the following (assuming that the Reporting Services will run on the same server as SQL)
  4. Establish the service accounts for the various SQL services. We recommend using a domain account or otherwise, NETWORK SERVICE. Leveraged to configure automatic startup of services and it will be necessary for both SQL Server, SQL Server Agent as the Full Text Indexing are raised at the time of installation of Dynamics CRM.
  5. Select the authentication mode. With Windows Authentication Mode is sufficient for the purposes of Dynamics CRM as it is used.
  6. Reporting Services installation must be in native mode (native mode) . This is the only way in which CRM can work.
  7. Continue the wizard steps to begin the installation and wait for it to complete successfully:
  8. Corroborated by opening the SQL Server Management Studio that everything is OK, they are the basis for Reporting Services and SQL Server Agent up:

Installing pre-requisites in Dynamics CRM server 2011

  1. If IIS (Internet Information Services) is not installed on Windows Server 2008 server, add the role Web (IIS) as shown below: (if you do not see this option when you start your server, you can add new roles by clicking on Start-> Administrative Tools-> Server Manager )
  2. Among the components of IIS, select 'ASP.net'. It is likely that a new dialog appears asking for confirmation to add other roles required for this.
  3. Also select 'Management Service' and 'IIS 6 Management Compatibility' under 'Management Tools' and 'Windows Authentication' under 'Security'
  4. "IIS 6 Management Compatibility ' is required to register and raise the service 'IIS Admin' required by the installation of Dynamics CRM.

    Proceed with the installation until the end of it successfully ..

  5. If Indexing Service is not registered as a service, we install it and raise it as follows: Start-> Administrative Tools-> Server Manager
  6. Select the role 'File Services'
  7. In the next step, choose the service 'Indexing Service' under 'Windows Server 2003 File Services "
  8. Continue the wizard to successfully complete the installation:

  9. If previous installations were correct (these components are already installed), should have the following installed services and raised:
    • IIS Admin Service
    • Indexing Service
    • World Wide Web Publishing 

      These 3 services are required to be installed and erected at the time of installation.

2011 Dynamics CRM installation

  1. After satisfying the requirements, go to the directory or the installation media Dynamics CRM 2011 at the route:
    \ Server \ amd64 \ SetupServer.exe
  2. By the way, the implementation is recommended to do it with 'Run as Administrator'
  3. In the first step, the setup will ask if we are to seek and obtain pre-install updates, which is recommended.
  4. To be very recent release of version 2011, updates are not yet there but probably later.
  5. The next step is to enter the product key . You can use the Trial version key and then within 90 days of change for the corresponding key. The key trials are:
    • Microsoft Dynamics CRM Workgroup Server 2011 (5 CAL limit):
      H84KC-JH8DF-7PDYK-TXBXR-2RMMT
    • Microsoft Dynamics CRM Server 2011 (no CAL limit):
      MQM2H-JYYRB-RRD6J-8WBBC-CVBD3 
  6. Accept the license terms:
  7. Automatic installation of components required . These components come with the installation media Dynamics CRM setup 2011 and automatically checks if they are already installed and failing, to install from here, pressing the 'Install'.

  8. Once successfully installed all components, press 'Next' to continue with the next step.
  9. Indicate the folder where the files will stay the application.
  10. Indicate the roles of Dynamics CRM 2011 to be installed. By default, the setup suggests a Full installation is that we are addressing here, and generally being a typical case (except where there really is a load of users and transactions to justify distribute work on different servers).


    Then leave all roles selected as suggested by the setup.
  11. Provide the SQL Server server containing the databases to the system. This is the name of SQL Server 2008/2008 R2 we installed earlier for this purpose or an existing one. Recall that the server must belong to the same domain as the server you are installing Dynamics CRM. For a new installation of Dynamics CRM, we selected the option 'Create a new deployment . "
  12. Identify Active Directory Organization Unit that will contain the groups required for Dynamics CRM system 2011. You can specify the root directory if you want.
  13. Indicate the service accounts to be used for different services Dynamics CRM 2011. We recommend using a domain account. If you use domain accounts would only be necessary to create them in AD are not yet created. The setup of Dynamics CRM will automatically assign the necessary privileges. It is important to remember here:
    • The credentials used to run the services of Dynamics CRM and IIS App Pool can not be users of Dynamics CRM because it could cause problems and unexpected behavior of authentication.
    • The account that is installed Dynamics CRM 2011 should be different from the account or accounts with the service running for the same reasons.
    • The 2011 CRM installation fails if the SQL Server service is running with local administrator account.
    • Services can run with NETWORK SERVICE. However, this is not a good security practice and also operates at the level of organization through service Deployment Windows PowerShell or fail.
    • If you use domain accounts would only be necessary to create them in AD. The setup of Dynamics CRM will automatically assign the necessary privileges.
    • To avoid creating and managing multiple accounts can use the same for all services, although this is not the best security practice especially considering the service Web Service Deployment .
  14. The next step is to select the website that hosts the Dynamics CRM Web application. Here you can use the default website (port 80) or create a completely new website on another port. Unless there is any reason not to install in the default website, leave it as is because among other advantages, will be much easier for users to access by not having to remember a port number.
  15. Specify whether we are using the component E-mail Router for Dynamics CRM on another server, the file name. Most likely, this is not because of what in most cases simply leave this blank .
  16. Specify the name of the organization and the base currency . The organization's name represents the name of the company. The base currency indicates the currency will default to monetary transactions and records to be made ​​within the application (for example, the return value of a business opportunity).It is the currency as the basis for reports and for conversions from other currencies.
  17. Indicate Reporting Services 2008/2008 Server R2 to use. This is the server installed and configured earlier for this purpose or may be others that have been installed in native mode (default mode SSRS installation.) Suggests automatically setup the server path which typically is correct. Anyway, we can verify and test in a separate Internet Explorer window. It is worth noting that the path is required here is the the ReportServer and not the ReportManager.


    Important:Make sure the account you are installing Dynamics CRM 2011 is explicitly added in the local Administrators group on SQL Server server where Reporting Services. Even as Domain admin can originate from the error 'rsAccessDenied'. Just 'auto-adding' to the local administrators group, the error disappears.

    Also make sure that port 80 (default port where you install Reporting Services) to accept connections s incoming firewall settings on the server SQL Server Reporting Services. If everything is correct, when we put the path of ReportServer in Internet Explorer from the server you are installing CRM, you should see something like the following:
  18. The next step is to indicate if we participate in the Customer Experience Improvement Program.
  19. Indicate if you want to use Microsoft Update to keep updated our CRM server 2011. The recommendation here is unless there is a very good reason not to, take advantage of Microsoft Update which is one of the great innovations and advantages of this version of Dynamics CRM.
  20. The setup makes a check of the system before proceeding with the installation. Here we will see if everything is OK and / or have some error or warning to address.

    If you've followed all the steps above should have everything OK here or how much less a warning such as Sandboxing service that indicates that you are using the same service account that the other services, which is not the best security practice. Anyway, this does not pose a major issue in most scenarios by which we will continue.
  21. Here, the setup simply indicates the services that can be stopped and restarted during installation.
  22. Here is a summary of preferences before proceeding to install. If we agree, we should simply press 'Install'
  23. Installation begins ...
  24. If everything flows correctamante in the end the setup displays the following dialogue:
  25. To finish we must press on 'Finish' and wait for the server is restarted.
  26. After rebooting the system should be available for access. We can simply open an Internet Explorer window and go to the path where it was installed. If the installation was the default website, the path would be: http:// <servername> <servername> where is the server name. By charging we find a page like this (no data):
  27. We may charge you automatically sample data that can help us in displays / analysis / requirements gathering, etc.. To do this, we must go to Settings-> Data Management and click on Sample Data :
  28. Clicking on Sample Data will open a new dialogue that will allow us to install the sample data or remove if any are already installed.

Post-Installation.

Although so far we have successfully installed the product, we still have one more step to work with reports, view them and create our own reports. Also, if we operate the system in Spanish, we proceed to install the language pack (language pack) accordingly. This section will describe these activities.

Installing Microsoft Dynamics CRM Reporting Extensions

That step is to install Reporting Services extensions to Dynamics CRM, which is performed on the server SQL Server Reporting services by following these steps :
  1. Within the SQL Server Reporting Services has run SetupSrsDataConnector.exe which is under the folder \ Server \ amd64 \ SrsDataConnector in the middle of Dynamics CRM installation 2011. By the way, run the installer with a 'Run as Administrator'
  2. Like the 2011 installer Dynamics CRM Server, the setup asks if you want to check if updates are available for download and apply before proceeding with the installation. This is recommended to leave the system to check this. Since the release of the product is very recent, when there are no updates, but it is likely that in the future do exist and we should check this.

  3. We accept the licensing terms:
  4. The installer identifies the components required to install automatically and allows so much as we did with the previous installation of Dynamics CRM. Then pressed 'Install' to automatically install these components.

  5. Components installed successfully we are able to continue, press 'Next'
  6. Wait a few seconds until a new dialogue. This can take several seconds .
  7. In this step we must specify the SQL Server server that contains the Dynamics CRM database. Surely it is the same for Reporting Services where we are performing this installation. So write your name and press 'Next'.
  8. Next we must specify the instance of SQL Server Reporting Services to use. Probably the suggestion that we be the only and correct, so click on 'Next' to continue.
  9. As with the installer for Dynamics CRM, this can indicate whether you wish to use Microsoft Updateto keep current components. The recommendation here is the same: unless there is a very good reason not to, take advantage of Microsoft Update which is one of the great innovations and advantages of this version of Dynamics CRM.
  10. Specify the path where the files will stay.
  11. Before proceeding, check your system setup. If there is an error and / or warning, the installer will indicate to us here.
  12. In this step, the setup tells us that the SQL Server Reporting Services will probably be stopped and restarted during the installation process.
  13. In this step, the setup provides us with an overview of the system parameters in order to proceed with it. If we agree simply click on 'Install' to begin the installation.
  14. Start the installation ..
  15. If the installation was successful you should see the end the following dialogue:
  16. Got here, and our reports should work. Let us check this by accessing the area of Dynamics CRM reports. To do this in the area of ' Workspace 'click on' Reports '. If everything is OK, we should now see the list of available reports. 
    We can open any of them and run to finish to confirm that everything is working correctly.



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