How to Configure IIS 7.

0 on Windows 2008 Server for SageCRM

Assumptions:
During this discussion I will be presenting how to correctly configure IIS 7.0.

Prerequisites:
Windows 2008 Server IIS 7.0 SageCRM 6.2

Installation Instructions:
Part 1: Before installing SageCRM on a Windows 2008 Server, ensure that IIS is installed as a Server Role. To check IIS is installed as a Server Role. 1. Right Click on My Computer and select Manage.

2. Select Roles 3. Then select Add Roles as shown in the following print screen.

4. The Add Roles Wizard appears

5. Now click on Next to proceed to the list of Server Roles that can be added.

6. Select Web Server (IIS)

7. As you can see from the print screen above, I have already installed my Web Server (IIS). In the Role Services
section of the Add Roles Wizard, you can select the Role Services within the following Part 2. Or you can continue with the installation of IIS by accepting the default settings for IIS.

Part 2:
This part explains the process for adding the additional services required by SageCRM by continuing the Wizard or by going back to the Server Management area and adding the additional Role Services required for SageCRM within IIS 7.0.
1.

If you are continuing from Part 1, and you are still within the Add Roles Wizard, you can jump to step 6 below. Otherwise continue to step 2 below. Right Click on My Computer and select Manage as shown in the following print screen.

2.

3. 4.

Once the Server Manager console appears select Roles. Then select Web Server (IIS).

5.

From within Role Services section of Web Server (IIS) select Add Role Services, see the highlighted area in the following print screen.

6.

Once the Wizard for Add Role Services appears navigate to Application Development and select ISAPI Extensions.

7.

Next navigate to Security and select Basic Authentication.

8.

Next navigate to Security and select Windows Authentication (if Auto Logon is required)

9.

Next navigate to Management Tools and select IIS Management Console

10. Next navigate to Management Tools and select IIS Management Compatibility.

11. After selecting all the above options complete the final steps of Confirmation, Progress and

Results. Once the installation is completed a similar screen to the following screen should appear with a result that the Installation succeeded. You can now close the wizard.

Part 3:
You also need to ensure in IIS that the Anonymous Authentication Credentials are using Application Pool Identity or are hard-coded with a local administrator account. Otherwise you may experience issues when editing CRM System Settings. 1. In order to do this section you have to Right Click on My Computer and select Manage.

2. Once the Server Manager appears select Roles as shown in the following print screen.

3. Then select Web Server (IIS) from the tree branch underneath Roles.

4. Open up the tree underneath Web Server (IIS) and select the Server, see the following print screen for reference.

5. Right click on the Server and select Switch to Features View or select Features View from under the <server_name> Content section of the following print screen.

6. You should now see a screen similar to the following print screen.

7. Within the Features View select Authentication.

8. Once Authentication is selected select Anonymous Authentication and then on the far right side of the screen select Edit as shown in the following print screen.

9. Once the Edit selection has been made. You will see the following screen.

10. Once the Edit Anonymous Authentication Credentials screen is presented, select Application pool identity and click OK to close this screen.

11. At this point I would recommend that you right click over the server and select STOP. 12. Then right click over the server and select START. 13. With all the changes that have been made a minimum IIS should be reset and at best the server should be rebooted.

Part 4:
Now lets test and determine if what we have setup so far works, you should now be able to install SageCRM and login. Once you are logged into SageCRM navigate to an administration area such as System and select System Behavior. Click on the Change button change a field value and then click on Save. If you are unable to perform this final task you will need to make sure all the above steps have been completed successfully. If SageCRM allows you to save the change you have successfully configured IIS 7.0 for SageCRMs use.

Part 5 OPTIONAL:
If you are going to be using the Sage Accpac ERP Integration OR ASP Pages with the Enterprise Integration Server of SageCRM this step MUST be COMPLETED. Parent Paths within IIS 7.0 must be turned on for Each SageCRM Instance. To do enable Parent Paths follow these steps: 1. In order to do this section you have to Right Click on My Computer and select Manage.

2. Once the Server Manager appears select Roles as shown in the following print screen.

3. Then select Web Server (IIS) from the tree branch underneath Roles.

4. Open up the tree underneath Web Server (IIS) and select the Server, see the following print screen for reference.

5. Once the Server is selected with the Connections area of the above print screen click on the + sign next to Sites. 6. Then navigate to the SageCRM instance that needs to have Parent Paths enabled. In the following print screen I have navigated to CRMESS.

7. Within the previous print screen select the Features View at the bottom of the screen. 8. Select the ASP option under IIS. (See the previous print screen highlight of ASP under IIS). 9. Once you select the ASP option you should see a similar set of properties show in the following print screen.

10. Within the ASP behavior we need to switch Enable Parent Paths from false to TRUE. See the previous print screen for an example. 11. Once you have made the change click on Apply on the right side of the screen. 12. At this point you can close the console. 13. With all the changes that have been made a minimum IIS should be reset and at best the server should be rebooted.

Part 6:
Final step is to test that you can now access an ASP page from within SageCRM. If you are using Sage Accpac ERPs integration with SageCRM you can simply log into SageCRM as an Administrator and navigate to Administration | Sage Accpac Integration. If you see the page of configuration options for the integration you are good to go. If not then you will need to make sure the settings previously discussed have been applied successfully.

Back ground information about the setting just changed. (Source: Microsoft Website & Windows 2008 Server Help file)
Edit Anonymous Authentication Credentials Dialog Box Use the Edit Anonymous Authentication Credentials dialog box to change the account that IIS uses to access your sites and applications. UI Element List Element Name Specific user Description Type the specific account name that you want IIS to use to access your site or application. By default, IIS 7.0 uses IUSR as the user name for anonymous access. This user name is created when you install IIS 7.0. Opens the Set Credentials dialog box, where you can specify an account name and password for IIS to use for Anonymous authentication. Select Application pool identity to enable IIS processes to run using the account that is currently specified on the property page for the application pool. By default, this is the Network Service account.

Set

Application pool identity

Important

If you use the Network Service account, you grant anonymous users all the internal network access associated with that account.