Microsoft Dynamics CRM 2011 Installing Guide

5.3.0

Copyright
This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. 2011 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, Excel, Hyper-V, Internet Explorer, Microsoft Dynamics, Microsoft Dynamics logo, MSDN, Outlook, Notepad, SharePoint, Silverlight, Visual C++, Windows, Windows Azure, Windows Live, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

Table of Contents
Table of Contents..........................................................................................................i Overview.......................................................................................................................5
Microsoft Dynamics CRM editions and licensing...............................................................................5 Send Us Your Feedback about This Chapter....................................................................................6

Microsoft Dynamics CRM Server 2011 Installation Instructions...............................7

Components installed during Microsoft Dynamics CRM Server Setup..............................................7 Microsoft Dynamics CRM Server 2011 installed configuration components.................................7 Other software components installed during setup.......................................................................9 Microsoft Dynamics CRM Server 2011 installation..........................................................................10 Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed.....................................................................................................................................10 Install Microsoft Dynamics CRM Reporting Extensions..............................................................14 Microsoft Dynamics CRM Report Authoring Extension Installation Instructions..........................15 Upgrade from Microsoft Dynamics CRM 4.0...................................................................................16 Microsoft Dynamics CRM Server 2011 upgrade preparations....................................................17 Upgrade from Microsoft Dynamics CRM 4.0 Server 64-bit editions............................................18 Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions............................................20 Migrate from Microsoft Dynamics CRM 3.0 Server to Microsoft Dynamics CRM 2011 Server....22 Upgrade Microsoft Dynamics CRM Connector for SQL Server Reporting Services....................23 After the upgrade.......................................................................................................................23 Troubleshooting installation and upgrade.......................................................................................24 Log files.....................................................................................................................................24 Server installation and upgrade issues......................................................................................24 Install Microsoft Dynamics CRM Server 2011 on multiple computers..............................................25 Multiple-server configuration overview.......................................................................................25 Step 1: Enable network load balancing......................................................................................26 Step 2: Configure Active Directory.............................................................................................26 Step 3: Install Microsoft Dynamics CRM servers........................................................................28 Step 4: Configure NLB for the deployment.................................................................................28 Step 5: Verify and monitor the cluster installation.......................................................................29 Install Microsoft Dynamics CRM Server 2011 to use a Microsoft SQL Server cluster environment..29 Base configuration.....................................................................................................................30 Option 1: Install a new Microsoft Dynamics CRM Server 2011 deployment................................30 Option 2: Rehome or configure an existing Microsoft Dynamics CRM Server 2011 deployment that connects to a SQL Server cluster that stores only the organization database......................31 Option 3: Rehome or configure an existing Microsoft Dynamics CRM Server 2011 deployment that connects to a SQL Server cluster that stores both the configuration and organization databases..................................................................................................................................31 Configure an organization database for SQL Server 2008 database mirroring................................33 Configure a Microsoft Dynamics CRM organization for database mirroring................................33 Monitor and test for failover.......................................................................................................36 Send Us Your Feedback about This Chapter..................................................................................36

Microsoft Dynamics CRM 2011 Installing Guide

Microsoft Dynamics CRM E-mail Router Installation Instructions.........................37

Overview........................................................................................................................................37 E-mail Router............................................................................................................................38 Install E-mail Router and Rule Deployment Wizard.........................................................................38 Upgrade the E-mail Router.............................................................................................................40 Back up and use E-mail Router state files and Smart Matching settings....................................40 Upgrade the E-mail Router to Microsoft Dynamics CRM 2011...................................................41 Configure the E-mail Router...........................................................................................................42 E-mail Router Configuration Manager........................................................................................42 Keep user credentials secure....................................................................................................46 Set e-mail access type...............................................................................................................47 Deploy Inbox Rules ..................................................................................................................48 Set up a forward mailbox...........................................................................................................49 Install E-mail Router on multiple computers....................................................................................50 Step 1: Establish the cluster......................................................................................................50 Step 2: Install the E-mail Router to the active primary node in the cluster..................................50 Step 3: Install the E-mail Router to the passive node in the cluster ...........................................51 Step 4: Create the generic service resource for the cluster........................................................51 Step 5: Verify and monitor the cluster........................................................................................52 Troubleshooting E-mail Router issues............................................................................................52 E-mail Router installation issues................................................................................................52 Incoming e-mail configuration issues.........................................................................................53 Outgoing e-mail configuration issues.........................................................................................57 Users do not receive Microsoft Dynamics CRM e-mail messages..............................................58 Test Access feature...................................................................................................................58 Send Us Your Feedback about This Chapter..................................................................................59

Microsoft Dynamics CRM for Outlook Installation Instructions.............................60

Overview........................................................................................................................................60 Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed...........61 Task 1: Install Microsoft Dynamics CRM for Outlook.......................................................................61 Task 2: Configure Microsoft Dynamics CRM for Outlook................................................................62 Task 3: Configure user e-mail settings............................................................................................64 User and queue e-mail configuration.........................................................................................64 Incoming e-mail messaging options...........................................................................................65 Outgoing e-mail messaging options...........................................................................................65 Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook..65 Task 1: Install Microsoft Dynamics CRM 2011 for Outlook.........................................................66 Task 2: Configure Microsoft Dynamics CRM for Outlook............................................................67 Troubleshooting installation and upgrade.......................................................................................68 Log files.....................................................................................................................................69 Disable the CRM for Outlook button on the Web application......................................................69 Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007 (SCCM)..................................................................................................................70 Use SCCM to distribute Microsoft Dynamics CRM for Outlook...................................................70 Part 1: Start the Distribute Software to Collection Wizard...........................................................70 Part 2: Continue the Distribute Software to Collection Wizard....................................................71 Part 3: Complete the Distribute Software to Collection Wizard...................................................72 Inspect the distribution package.................................................................................................73
ii Microsoft Dynamics CRM 2011 Installing Guide

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server................................................................73 Disable the Get CRM for Outlook button....................................................................................74 Send Us Your Feedback about This Chapter..................................................................................75

Language Pack Installation Instructions..................................................................76

Overview -- Language Pack Installation..........................................................................................76 Install and deploy a Language Pack...............................................................................................76 Step1: Install the Language Pack in the deployment..................................................................76 Step 2: Provision the Language Pack in your Microsoft Dynamics CRM deployment.................77 Step 3: Select the language to display the user interface and help.............................................77 Upgrade and deploy a Language Pack...........................................................................................78 Language Pack installation issues..................................................................................................78 You receive a "Setup could not install Language Pack Name" error message............................78 Send Us Your Feedback about This Chapter..................................................................................78

Uninstall, Repair, and Change Instructions..............................................................79

Uninstall, change, or repair Microsoft Dynamics CRM Server 2011................................................79 Components not removed during a Microsoft Dynamics CRM Server 2011 uninstall..................80 Uninstall or repair Microsoft Dynamics CRM Reporting Extensions.................................................81 Uninstall or repair Microsoft Dynamics CRM Report Authoring Extension.......................................81 Uninstall, change, or repair E-mail Router......................................................................................81 Uninstall or repair Microsoft Dynamics CRM for Outlook.................................................................82 Uninstall or repair a Language Pack ..............................................................................................83 Send Us Your Feedback about This Chapter..................................................................................83

Use the Command Prompt to Install Microsoft Dynamics CRM.............................85

General procedures........................................................................................................................85 Install Microsoft Dynamics CRM Server 2011.................................................................................86 Server XML configuration file..........................................................................................................87 Sample server XML configuration file.........................................................................................94 Sample server XML configuration file for installing with pre-created groups...............................95 Install Microsoft Dynamics CRM Server 2011 roles........................................................................96 Server role XML configuration file..............................................................................................96 Sample XML configuration file that installs only the WebApplicationServer role.........................97 Install Microsoft Dynamics CRM Reporting Extensions...................................................................98 Microsoft Dynamics CRM Reporting Extensions requirements...................................................98 Command example...................................................................................................................98 Microsoft Dynamics CRM Reporting Extensions XML configuration file.....................................98 Command example Microsoft Dynamics CRM Report Authoring Extension...............................99 Microsoft Dynamics CRM Report Authoring Extension XML configuration file..........................100 Install Microsoft Dynamics CRM for Outlook.................................................................................101 Step 1: Install files...................................................................................................................101 Step 2: Configure Microsoft Dynamics CRM for Outlook by using an XML configuration file.....103 Command examples................................................................................................................103 Sample Microsoft Dynamics CRM for Outlook XML configuration file for configuration.............104
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Install Microsoft Dynamics CRM E-mail Router.............................................................................104 E-mail Router XML configuration file........................................................................................105 Sample Microsoft Dynamics CRM E-mail Router XML configuration file..................................106 Microsoft Dynamics CRM Server 2011 installation troubleshooting...............................................106 Setup fails or client receives an unhandled exception when trying to connect after you install Microsoft Dynamics CRM Server 2011....................................................................................106 You Receive an Unknown Error (0x80005000) error message during a quiet-mode installation ................................................................................................................................................107 Send Us Your Feedback about This Chapter................................................................................107

Post-Installation and Configuration Guidelines.....................................................108

Make Microsoft Dynamics CRM client-to-server network communications more secure................108 Add or remove sample data..........................................................................................................109 Instructions for removing the Resource Center.............................................................................109 Send Us Your Feedback about This Chapter................................................................................110

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Microsoft Dynamics CRM 2011 Installing Guide

Chapter 1
Overview
This guide is part of the Microsoft Dynamics CRM Implementation Guide, which consists of the following three documents: Planning Guide: Use this guide to determine what you have to plan for Microsoft Dynamics CRM. This guide focuses on supported topologies, system requirements, and technical considerations to address before installation. Installing Guide: Use this guide to learn about how you install Microsoft Dynamics CRM applications. This guide includes step-by-step instructions for running Setup, command-line installation instructions, and guidance about how to remove Microsoft Dynamics CRM. 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.

In This Chapter
Microsoft Dynamics CRM editions and licensing...............................................................5 Send Us Your Feedback about This Chapter.....................................................................6

Microsoft Dynamics CRM editions and licensing

Microsoft Dynamics CRM offers editions that cover implementations for small, to mid-level, to even very large organizations.

Editions
Microsoft Dynamics CRM 2011 Server. There is no user limit for this edition. Additional features include support for multiple organizations, multiple server instances, and separate role-based service installation. Role-based services let you increase performance by installing component services on different computers. Microsoft Dynamics CRM Workgroup Server 2011. This edition is limited to five, or fewer, users. This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM Server 2011.

Licensing
A Microsoft Dynamics CRM deployment operates by using a single product key. Microsoft Dynamics CRM 2011 does not require additional product keys to be added when changes are made, such as adding a client access license (CAL). The single product key contains the Microsoft Dynamics CRM version, server license, and the CALs. You can view and upgrade a license in Deployment Manager. Deployment Manager is a Microsoft Management Console (MMC) snap-in that system administrators can use to manage organizations, servers, and licenses for deployments of Microsoft Dynamics CRM.

Client Access License Types

You can view and modify client access license types for each user in the Users area of the Settings area in the Microsoft Dynamics CRM Web client.
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Chapter 1: Overview

For more information about Microsoft Dynamics licensing, see How to buy Microsoft Dynamics (http://go.microsoft.com/fwlink/?linkid=111388).

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 ( http://go.microsoft.com/fwlink/?LinkId=227788)

Microsoft Dynamics CRM 2011 Installing Guide

Chapter 2
Microsoft Dynamics CRM Server 2011 Installation Instructions
This section explains how to install Microsoft Dynamics CRM Server 2011. In addition, there is installation troubleshooting information and procedures to uninstall Microsoft Dynamics CRM Server 2011. Important For up-to-date information, see the Microsoft Dynamics CRM Server 2011 Readme (see Readme - http://go.microsoft.com/fwlink/?LinkID=144915).

In This Chapter
Components installed during Microsoft Dynamics CRM Server Setup...............................7 Microsoft Dynamics CRM Server 2011 installation..........................................................10 Upgrade from Microsoft Dynamics CRM 4.0....................................................................16 Troubleshooting installation and upgrade........................................................................24 Install Microsoft Dynamics CRM Server 2011 on multiple computers...............................25 Install Microsoft Dynamics CRM Server 2011 to use a Microsoft SQL Server cluster environment....................................................................................................................29 Configure an organization database for SQL Server 2008 database mirroring.................33 Send Us Your Feedback about This Chapter...................................................................36

Components installed during Microsoft Dynamics CRM Server Setup

This section describes what is installed during Microsoft Dynamics CRM Server Setup.

Microsoft Dynamics CRM Server 2011 installed configuration components

When you install Microsoft Dynamics CRM Server 2011, Setup creates the default folders listed in the following table. Folder Comments

SystemDrive:\Program Files\Microsoft Dynamics CRM\ Microsoft Dynamics CRM Server 2011 program files SystemDrive:\Program Files\Microsoft Dynamics CRM\LangPacks\<LanguageID>\Reports\MSCRM SystemDrive:\Program Files\Microsoft Dynamics CRM\LangPacks SystemDrive:\Program Files\Microsoft Dynamics CRM\Trace Contains a Microsoft Dynamics CRM subfolder that contains an .rdl file for each default report Location of Language Pack installations. Language Packs are downloaded and installed separately Stores trace file logs when tracing is enabled
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Folder SystemDrive:\Program Files\Microsoft Dynamics CRM\CRMWeb SystemDrive:\Program Files\Microsoft Dynamics CRM\CRMWeb\CRMReports The following Web components are added. Component Application Pool Name CRMAppPool

Comments Microsoft Dynamics CRM Web site and Web services Microsoft Dynamics CRM report services

Description Microsoft Dynamics CRM Server Setup creates a separate application pool for the Microsoft Dynamics CRM application.

Application Pool

CRMDeploymentServiceA Microsoft Dynamics CRM Server Setup ppPool creates a separate application pool for the Deployment Web Service. Microsoft Dynamics CRM XRMDeployment Help Web site for Microsoft Dynamics CRM. Facilitates the implementation of xRM deployments. Services the Microsoft Dynamics CRM Help system for the application.

Site Applications Applications

The following Active Directory groups are added. When the Active Directory domain is set to Native Mode, this group must be of the type Domain Local Security or Universal Security. Group PrivReportingGroup Description 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 Reporting Extensions Setup. 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 2011 must be added to this group. All server processes/service accounts that require access to SQL Server; including CRMAppPool identity (domain user or NetworkService). Members of this group have db_owner permission on the Microsoft Dynamics CRM databases. 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.

PrivUserGroup

SQLAccessGroup

ReportingGroup

The following services are added. Service Microsoft Dynamics CRM

8

Description Services asynchronous processes such as bulk e-mail and

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Service Asynchronous Processing Service Microsoft Dynamics CRM Asynchronous Processing Service (maintenance) Microsoft Dynamics CRM Unzip Service

Description workflow. Services asynchronous maintenance such as encryption key generation for authentication and database deletion clean up. Handles the uncompressing of zipped files for data import. This service is installed as part of the Web Application Server role.

Microsoft Dynamics CRM The Sandbox Processing Service server role enables an isolated Sandbox Processing Service environment to allow for the execution of custom code, such as plug-ins. The following SQL Server components are added. Component Databases Name MSCRM_CONFIG OrganizationName_MSC RM Description Microsoft SQL Server Setup creates the SystemDrive:\Program Files\Microsoft SQL Server\MSSQL<ver>\MSSQL\Data\ folder and Microsoft Dynamics CRM Server Setup installs the Microsoft Dynamics CRM configuration database and organization databases in it. Microsoft Dynamics CRM Server Setup creates three SQL Server jobs that are used for maintenance.

SQL Server Jobs

OrganizationName_MSC RM.CreateAuditPartition MSCRM_CONFIG.HardD elete MSCRM_CONFIG.SiteWi deCleanup

Logins

PrivReportingGroup ReportingGroup SQLAccessGroup

Microsoft Dynamics CRM Server Setup creates several SQL Server logins for the Active Directory groups that are created.

Other software components installed during setup

If not already installed, the following components are installed for a Full Server during Microsoft Dynamics CRM Server Setup: Microsoft SQL Reporting Service Report Viewer Control Microsoft SQL Server Native Client Microsoft Application Error Reporting Tool Microsoft Visual C++ Runtime Library Windows Identity Foundation (WIF) Framework Windows Server 2008 Web Server Role Indexing Service Microsoft .NET Framework 4.0, which includes the following components:

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NOTE The installation of Microsoft .NET Framework may require you to restart your computer before you can continue to run Microsoft Dynamics CRM Setup.
Microsoft .NET Framework (required by Microsoft Dynamics CRM Server 2011) Windows Workflow Foundation (required by Microsoft Dynamics CRM Server 2011) Windows Presentation Foundation Windows Communication Foundation (required by Microsoft Dynamics CRM Server 2011)

Microsoft Chart Controls for Microsoft .NET Framework Windows Azure platform AppFabric SDK Windows PowerShell Microsoft URL Rewrite Module for IIS File Server Resource Manager

Microsoft Dynamics CRM Server 2011 installation

This section covers procedures to install Microsoft Dynamics CRM Server 2011 on a computer that does not already have Microsoft Dynamics CRM installed.

Follow these steps to install Microsoft Dynamics CRM Server 2011:

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 see the Planning Guide that is part of this document set. 2. Run Microsoft Dynamics CRM Server Setup. 3. Run Microsoft Dynamics CRM Reporting Extensions Setup. If Microsoft Dynamics CRM Server 2011 and Microsoft Dynamics CRM Reporting Extensions are installed on the same computer, a check box for invoking the Microsoft Dynamics CRM Reporting Extensions Setup will appear during Microsoft Dynamics CRM Server Setup. 4. If you want to configure Microsoft Dynamics CRM Server 2011 for Internet access, start Deployment Manager and run the Configure Claims-Based Authentication Wizard and then the Internet-Facing Deployment Configuration Wizard. For more information see the Microsoft Dynamics CRM Deployment Manager Help. 5. If one or more Microsoft Dynamics CRM users will have their e-mail configured to use the E-mail Router or a forward mailbox, you must install E-mail Router to enable Microsoft Dynamics CRM e-mail message tracking. For more information see the Microsoft Dynamics CRM E-mail Router Installation Instructions topic in this document.

Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed
To install the Microsoft Dynamics CRM Server 2011 software, follow these steps:
1. Meet all requirements specified in the "System Requirements and Required Components" section of this guide. 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.

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3. See the Microsoft Dynamics CRM 2011 Server Readme (http://go.microsoft.com/fwlink/?linkid=144915) 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 Server\amd64 folder, and then double-click SetupServer.exe. 5. On the Welcome to Microsoft Dynamics CRM Setup page, we recommend that you click Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Click Next. 6. On the Product Key Information page, type your product key in the Product key boxes, and then click Next. 7. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept. 8. If Setup detects that components 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 Not Installed to Installed, and you can click Next to continue. Note If you are prompted to restart the computer, do so, and then start Setup again. 9. On the Select Installation Location page, accept the default location or enter a different file installation location, and then click Next. 10. If you are installing Microsoft Dynamics CRM Server 2011, the Specify Server Roles page appears. By default, Full Server is selected and will install all server roles on the computer. Alternatively, you can select a predefined group of server roles or one or more individual server roles. Notice that all server roles must be deployed on the network in the same Active Directory domain for Microsoft Dynamics CRM to operate correctly. For more information, see "Planning Deployment" in the Microsoft Dynamics CRM 2011 Planning Guide. Click Next. Important When you select a server role other than Full Server, 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 Manager Help. 11. On the Specify Deployment Options page, if Setup detects an existing deployment, you can select whether you want to create a new deployment or connect to an existing deployment. In the Enter or select the name of the computer that is running SQL Server to use with the deployment box, type or select the instance of SQL Server that will be used to store the Microsoft Dynamics CRM database (MSCRM_CONFIG). Important When you select Create a new deployment, Setup creates a new organization database using the name that you specified and a configuration database by using the name MSCRM_CONFIG. An error message will appear if an MSCRM_CONFIG database already exists. You must delete this database to create a new MSCRM_CONFIG database. Only one deployment is supported for each instance of SQL Server. When you select Connect to, and if necessary, upgrade an existing deployment, 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. 12. 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.
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13. On the Specify Service Accounts page, select the security accounts for the Microsoft Dynamics CRM services, and then click Next. The services are described below. For more information, see Minimum permissions required for Microsoft Dynamics CRM Setup, service and components in the Planning Guide.
Application Service. This service runs the Microsoft Dynamics CRM Web application that is used

to connect users to CRM data.

Deployment Web Service. Manages the deployment by using the methods described in the

Microsoft Dynamics CRM 2011 Deployment Software Development Kit, such as create an organization or remove a Deployment Administrator role from a user.
Sandbox Processing Service. Enables an isolated environment to allow for the execution of

custom code, such as plug-ins. This isolated environment reduces the possibility of custom code affecting the operation of the organizations in the Microsoft Dynamics CRM deployment.
Asynchronous Processing Service. Processes queued asynchronous events, such as bulk e-

mail or data import. Important We strongly recommend that you select a low-privilege domain account that is dedicated to running these services and is not used for any other purpose. Additionally, the user account that is used to run a Microsoft Dynamics CRM service cannot be a Microsoft Dynamics CRM user. This domain account must be a member of the Domain Users group. Additionally, if the Asynchronous Service and Sandbox Processing Service roles are installed, such as in a Full Server or a Back End Server installation, the domain account must a member of the Performance Log Users security group. 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 2011 for the ASP.NET service to work correctly. Also, depending on the password policies that 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 (http://go.microsoft.com/fwlink/?linkid=53266). 14. On the Select a Web Site page, click Create a new Web site or click Select a Web Site and select a Web site from the list. By default, Setup will use the default Web site. Important We strongly recommend that you verify the status of the existing Web site before you specify Setup to use an existing Web site. We strongly recommend that the Web site you select is configured for SSL. For more information, see the IIS documentation. During the installation, Setup can bind the Microsoft Dynamics CRM application to the HTTPS Web site. If you select a network port other than a default port ensure that the firewall does not block the port. When you select the Create a new Web site option, Setup creates a new Web site for Microsoft Dynamics CRM Server 2011. You can specify the following option:
Port Number. Type the TCP port number that Microsoft Dynamics CRM clients will use to connect

to the Microsoft Dynamics CRM Server 2011. The default port number is 5555. 15. Click Next. 16. 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 route Microsoft Dynamics CRM e-mail messages. If you will not install the E-mail Router you can leave this box blank. However, if you install the E-mail Router later you must add the computer where the E-mail Router service is running when you use Local System, or if you use a domain user account, the account, to the PrivUserGroup security group. Click Next.
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17. On the Specify the Organization Name page, specify the following information. a. In the Display Name box, type the name of your organization. b. In the Name box, you can keep the name that is automatically generated or you can type a unique name that must be limited to 30 characters. Spaces and extended characters are not allowed. c. Under ISO currency code, click Browse, select the ISO currency code that you will use as the base currency for the organization in the list, and then click OK.

You can change the currency's symbol, name, or precision. d. In the Base Language list, select the base language for the organization. In Microsoft Dynamics CRM 2011, only the base language of the first organization is tied to the language of the server installation. All other organizations can have different base languages, but you must first install Language Packs for the other language. For instructions about how to install Language Packs, see Language Pack Installation Instructions http://go.microsoft.com/fwlink/?LinkId=199560. e. In the SQL collation list, keep the default selection or select a different database collation that the organization database will use to sort and compare data characters. The default SQL collation changes based on the base language selection. For more information, see SQL Server Collation Fundamentals (http://go.microsoft.com/fwlink/? LinkID=202029). f. Click Next. Important After Setup is complete, you cannot change the database collation, base ISO currency code, or the organization unique name. However, you can change the base currency name and base currency symbol. 18. 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 <server>/ReportServer - /: with text that displays the version number: Microsoft SQL Server Reporting Services Version <version number>. Click Next. 19. 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 For more information, see Microsoft Customer Experience Improvement Program http://go.microsoft.com/fwlink/?LinkId=199851. 20. On the Select Microsoft Update OptIn page, you must select either of the following options. For information about the legal terms and privacy with Microsoft Update licensing see Windows Update FAQ (http://go.microsoft.com/fwlink/?LinkID=196513).
Use Microsoft Update when I check for updates (recommended). By selecting this option,

Microsoft Dynamics CRM Server will use the Microsoft Update settings on the computer.
I dont want to use Microsoft update. You should only select this option if the computer uses

another method to install updates such as by using Microsoft Windows Server Update Services (WSUS). 21. The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next. 22. The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup. 23. Review the Ready to Install Microsoft Dynamics CRM page, and then click Back to correct any warnings. When you are ready to continue, click Install.
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Chapter 2: Microsoft Dynamics CRM Server 2011 Installation Instructions

When Setup completes successfully, the Microsoft Dynamics CRM Server setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics CRM is installed, Setup provides an option to invoke Microsoft Dynamics CRM Reporting Extensions Setup. 24. To install Microsoft Dynamics CRM Reporting Extensions on the computer now, select the Launch Microsoft Dynamics CRM Reporting Extensions Setup check box. Click Finish. Important After you install Microsoft Dynamics CRM Server 2011, you must install the Microsoft Dynamics CRM Reporting Extensions to create, run, and schedule reports in Microsoft Dynamics CRM. For instructions, see the Install Microsoft Dynamics CRM Reporting Extensions section. You cannot install the Microsoft Dynamics CRM Reporting Extensions before you install or upgrade Microsoft Dynamics CRM Server 2011. By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server 2011 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 Internet Services (IIS) Manager, click the Web site, double-click Compression, and then clear the compression check boxes. For an IFD deployment, after Microsoft Dynamics CRM Server Setup completes, you must configure Claims-based authentication and the relying parties on the STS server. Then, run the IFD Configuration Wizard to complete the configuration. For information about this configuration see the Post installation tasks topics in this guide.

Install Microsoft Dynamics CRM Reporting Extensions

Microsoft Dynamics CRM Reporting Extensions has the following requirements: You must complete Microsoft Dynamics CRM Server Setup before you run CRM Reporting Extensions Setup. You must run CRM Reporting Extensions Setup on a computer that has Microsoft SQL Server 2008 Reporting Services or Microsoft SQL Server 2008 R2 Reporting Services installed. Warning Microsoft Dynamics CRM users who use the Report Viewer control included with Microsoft Visual Studio 2008 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 Microsoft SQL Server Reporting Services Web site where the Microsoft Dynamics CRM Reporting Extensions is installed to allow only secure sockets layer (SSL), also known as Secure HTTP, connections. For more information, see the Microsoft SQL Server Reporting Services Help (see Configuring a Report Server for Secure Sockets Layer (SSL) Connections - http://go.microsoft.com/fwlink/?LinkId=201073). 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 2011 and SQL Server Reporting Services Web sites.

To install the CRM Reporting Extensions, locate the Microsoft Dynamics CRM installation files, and follow these steps:
1. In the /SrsDataConnector/ folder, double-click SetupSrsDataConnector.exe.

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2. On the Welcome to Microsoft Dynamics CRM Reporting Extensions 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. 3. On the License Agreement page, review the information and, if you accept the license agreement, click I accept this license agreement, and then click I Accept. 4. If Setup detects that components 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. 5. On the Specify Configuration Database Server page, if you are using the default instance of the SQL Server, 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. Note If you are not using the default SQL Server instance, enter <machine-name>\<instance-name>. 6. On the Specify SSRS Instance Name page, select a Microsoft SQL Server Reporting Services instance that will be used for Microsoft Dynamics CRM reporting, and then click Next. 7. On the Select Microsoft Update OptIn page, select whether you want to use Microsoft Update for checking for updates for your Microsoft products, and click Next. We recommend that you use the Microsoft Update to check for updates because this keeps your computer up-to-date and secure. 8. On the Select Installation Location page, click Browse, and select a path where you want to install CRM Reporting Extensions, and then click Next. 9. The System Checks page appears. This page is a summary of the requirements for a successful CRM Reporting Extensions installation. Errors must be corrected before installation can continue. All errors must be resolved. If no errors or only warnings appear, you can continue with the installation. To do this, click Next. 10. Review the Ready to Install Microsoft Dynamics CRM Reporting Extensions page, and then click Back to correct any errors. When you are ready to continue, click Install. 11. When Setup completes successfully, the Microsoft Dynamics CRM Reporting Extensions Setup Completed page appears. Click Finish. The reports will be published for the default organization. Important The reports will not be published if: The user running CRM Reporting Extensions Setup does not have appropriate permissions on the organization database. CRM Reporting Extensions are installed for an SQL Server Reporting Services instance that is different from the one that is being used by the organization. The base language of the organization is different from the language in which CRM Reporting Extensions are being installed.

Microsoft Dynamics CRM Report Authoring Extension Installation Instructions

Microsoft Dynamics CRM Report Authoring Extension is a plug-in that obtains the metadata and data from Microsoft Dynamics CRM. This metadata is required to design and preview Fetch-based reports in Business Intelligence Development Studio.

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Note Microsoft Dynamics CRM Report Authoring Extension is only available in a 32-bit version.

Other software components installed during Microsoft Dynamics CRM Report Authoring Extension Setup
If not already installed, the following components are installed during Microsoft Dynamics CRM Report Authoring Extension Setup: Microsoft Application Error Reporting Tool Windows Live ID Sign-in Assistant

Microsoft Dynamics CRM Report Authoring Extension Installation Instructions

Microsoft Dynamics CRM Report Authoring Extension is a plug-in that obtains the metadata and data from Microsoft Dynamics CRM. This metadata is required to design and preview Fetch-based reports in Business Intelligence Development Studio. 1. In the /BIDSExtensions/ folder, double-click SetupBIDSExtensions.exe. 2. On the Welcome to Microsoft Dynamics CRM Report Authoring Extension Setup page, we recommend that you click Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Click Next. 3. On the License Agreement page, review the information, and if you accept the license agreement, select the I accept this license agreement check box, and then click I Accept. 4. If Setup detects that some required components are missing, the Install Required Components page appears. To install them, click Install. When the components are installed, the status column will change from Not Installed to Installed. Click Next to continue. 5. On the Select Microsoft Update Preference page, we recommend that you select the Use Microsoft Update when I check for updates (recommended) option. Microsoft Update makes sure that your computer has the latest technology, which can help to reduce the risk of vulnerabilities and security issues. 6. On the Select Installation Location page, accept the default location or enter a different file installation location, and then click Next. 7. On the System Checks page, a summary of all requirements and recommendations for a successful installation is shown. Errors must be corrected before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next. 8. Review the Ready to Install Microsoft Dynamics CRM Report Authoring Extension page, and then click Back to correct any errors. When you are ready to continue, click Install. When Setup successfully completes, the Microsoft Dynamics CRM Report Authoring Extension Setup Completed page appears. Click Finish.

Upgrade from Microsoft Dynamics CRM 4.0

This section provides best practice guidelines and actual procedures to install Microsoft Dynamics CRM Server 2011 in an organization that already has Microsoft Dynamics CRM 4.0 installed.

Upgrade options
There are three different upgrade options:

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Migrate by using a new instance of SQL Server. We recommend this option for upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Although this option requires a different computer for Microsoft Dynamics CRM 2011 Server and a different instance of SQL Server, it provides the least amount of potential downtime for Microsoft Dynamics CRM users since the Microsoft Dynamics CRM 4.0 deployment can remain functioning until the upgrade is completed and verified. Migrate by using the same instance of SQL Server. This option requires a different computer for Microsoft Dynamics CRM 2011 Server, but will upgrade in-place the configuration and default organization databases using the same instance of SQL Server. If issues occur during the upgrade, you must roll back to Microsoft Dynamics CRM 4.0 to avoid significant downtime.

In-place upgrade. Although this option does not require a different computer for Microsoft Dynamics CRM 2011 Server or a different instance of SQL Server, it poses the greatest risk if upgrade issues occur because a roll back and reinstall of Microsoft Dynamics CRM 4.0 Server will be required to avoid potential downtime. Important You cannot upgrade versions of Microsoft Dynamics CRM that are earlier than Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Because Microsoft Dynamics CRM 2011 Server is only available in 64-bit editions, you cannot perform an in-place upgrade with 32-bit versions of Microsoft Dynamics CRM 4.0 Server. For more information see the "Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server" topic later in this section.

Microsoft Dynamics CRM Server 2011 upgrade preparations

To prepare a Microsoft Dynamics CRM Server 2011 for the upgrade, follow the guidelines in this section. Microsoft Dynamics CRM 4.0 server roles are not compatible with a Microsoft Dynamics CRM 2011 deployment. Therefore, after you upgrade the first Microsoft Dynamics CRM 4.0 server, other Microsoft Dynamics CRM 4.0 servers that are running in the deployment will become disabled. As each server is upgraded, the corresponding server will be enabled. Important We recommend that for each organization that you upgrade, the volume have free space that is at least three times the size of the organization database file and four times the size of the log file. Therefore, if a single organization database and log file are located on the same volume and are one gigabyte in total, you should have at least seven gigabytes of available disk space before you perform the upgrade.

Software prerequisites
We recommend that you install the following components on the Microsoft Dynamics CRM Server 2011 or the computer where Microsoft Dynamics CRM 4.0 will be migrated to before you run the upgrade: Windows Identity Foundation (WIF) Framework Microsoft .NET Framework 4.0 SQL Server Native Client Microsoft Application Error Reporting Tool Microsoft URL Rewrite Module for IIS

If these components are not present when you run the upgrade, Setup will install them. However, to reduce the upgrade processing time, consider installing these components in advance. These components can be found in the redist folder of the Microsoft Dynamics CRM installation media.

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Upgrade from Microsoft Dynamics CRM 4.0 Server 64-bit editions

This section outlines the tasks that you must perform to run the actual in-place upgrade on a Microsoft Dynamics CRM server. If you encounter problems during the upgrade, see the Troubleshooting installation and upgrade topic later in this document. Warning Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may impact the production deployment, we recommend that you migrate your deployment to Microsoft Dynamics CRM 2011. For information see the Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server (on page 20) topic. Important We strongly recommend that you back up your existing Microsoft Dynamics CRM data, including all reports and customizations, before you run Setup to upgrade your system. In addition, we recommend the following backup strategy be implemented before you run Setup: 1. Configure the Microsoft Dynamics CRM 4.0 databases by using a simple recovery model. 2. Complete a full backup of all production configuration and organization databases and transaction logs. For more information, see the Backing Up the Microsoft Dynamics CRM System topic in the Operating and Maintaining Guide. Important If the Microsoft Dynamics CRM 4.0 deployment is configured for an Internet-facing deployment (IFD), after the upgrade is complete you must run the Configure Claims-Based Authentication Wizard and then the Internet-Facing Deployment Configuration Wizard to reenable IFD. For more information about Claims-based authentication and IFD, see the Planning Guide and Microsoft Dynamics CRM Deployment Manager Help. The user who is running Microsoft Dynamics CRM Server Setup to upgrade an existing Microsoft Dynamics CRM deployment must be a member of the Deployment Administrators group. Additionally, the user must have db_owner permission on the Microsoft Dynamics CRM 4.0 databases and have sysadmin permission on the SQL Server. For information about how to add a member to the Deployment Administrators group see the Microsoft Dynamics CRM Deployment Manager Help. For more information about how to grant permission in SQL Server, see the SQL Server Management Studio Help.

Tasks to perform before the upgrade

We recommend that you apply the Latest Update Rollup for Microsoft Dynamics CRM 4.0 (http://go.microsoft.com/fwlink/?LinkID=193534). Meet all requirements as specified under the System Requirements and Required Components topic in the Planning Guide. Log on to your domain as a user who has administrator-level permission. SQL Server replication is not supported with Microsoft Dynamics CRM. If you run SQL Server replication, disable it. Make sure that the Microsoft Dynamics CRM server that you are upgrading is connected to the Internet. If you do not have Internet access on that server, see KB article: How to obtain the setup updates for Microsoft Dynamics CRM 2011 (http://go.microsoft.com/fwlink/?LinkID=145138). Uninstall Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services if it is installed on the same computer where Microsoft Dynamics CRM Server 2011 is installed. See the Microsoft Dynamics CRM 2011 Server Readme (http://go.microsoft.com/fwlink/?linkid=144915) file to determine the location of the Microsoft Dynamics CRM installation files.

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To run the upgrade, follow these steps

1. In the folder where the Microsoft Dynamics CRM files are located, move to the Server\amd64 folder, and then double-click SetupServer.exe. 2. On the Welcome to Microsoft Dynamics CRM Setup page, we recommend that you click Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Click Next. 3. On the Product Key Information page, type your product key in the Product key 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. 4. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept. 5. If Setup detects that components 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 Not Installed to Installed, and you can click Next to continue. Note If you are prompted to restart the computer, do so, and then start Setup again. 6. On the Upgrade to Microsoft Dynamics CRM 2011 page, click Next to upgrade Microsoft Dynamics CRM. 7. 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 route Microsoft Dynamics CRM e-mail messages. If you will not install the E-mail Router you can leave this box blank. However, if you install the E-mail Router later you must add the computer where the E-mail Router service is running when you use Local System, or if you use a domain user account, the account, to the PrivUserGroup security group. Click Next. 8. On the Organization Upgrade page, verify the display name and unique name of the organization, and then click Next. 9. On the Select Microsoft Update OptIn page, you must select either of the following options. For information about the legal terms and privacy with Microsoft Update licensing see Windows Update FAQ (http://go.microsoft.com/fwlink/?LinkID=196513).
Use Microsoft Update when I check for updates (recommended). By selecting this option,

Microsoft Dynamics CRM Server will use the Microsoft Update settings on the computer.
I dont want to use Microsoft update. You should only select this option if the computer uses

another method to install updates such as by using Microsoft Windows Server Update Services (WSUS). 10. The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next. 11. The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup. 12. Review the Ready to Upgrade the Application page, click Back to correct any errors. When you are ready to continue, click Upgrade.

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When Setup completes successfully, the Microsoft Dynamics CRM Server setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics CRM is installed, Setup provides an option to invoke Microsoft Dynamics CRM Reporting Extensions Setup. 13. To install Microsoft Dynamics CRM Reporting Extensions on the computer now, select the Launch Microsoft Dynamics CRM Reporting Extensions Setup check box. Click Finish. Important After you install Microsoft Dynamics CRM Server 2011, you must install the Microsoft Dynamics CRM Reporting Extensions to create, run, and schedule reports in Microsoft Dynamics CRM. For instructions, see the Install Microsoft Dynamics CRM Reporting Extensions section. You cannot install the Microsoft Dynamics CRM Reporting Extensions before you install or upgrade Microsoft Dynamics CRM Server 2011. By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server 2011 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 Internet Services (IIS) Manager, click the Web site, double-click Compression, and then clear the compression check boxes. For an IFD deployment, after Microsoft Dynamics CRM Server Setup completes, you must configure Claims-based authentication and the relying parties on the STS server. Then, run the IFD Configuration Wizard to complete the configuration. For information about this configuration see the Post installation tasks topics in this guide.

Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions

This section outlines the tasks that you must perform to migrate Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server. Because Microsoft Dynamics CRM 2011 Server is available only for 64-bit editions of Windows Server, in-place upgrades from 32-bit versions of Microsoft Dynamics CRM 4.0 Server cannot be performed. Important To avoid potential downtime that may occur as a result of a direct upgrade of a production deployment, we recommend that you consider implementing the migration by using a new instance of SQL Server upgrade option described in the following Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server (on page 20) topic instead of an in-place upgrade.

Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server
To migrate a 32-bit version of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server, first establish a different instance of SQL Server, run Microsoft Dynamics CRM Server Setup on a new 64-bit computer to create a new Microsoft Dynamics CRM 2011 deployment, and then run the Import Organization Wizard to import one or more Microsoft Dynamics CRM 4.0 organizations to the newly installed Microsoft Dynamics CRM 2011 system. During the import the Microsoft Dynamics CRM 4.0 organization database will be upgraded.

Migrate by using a new instance of SQL Server

This procedure is useful when the Microsoft Dynamics CRM 4.0 deployment needs to remain available while Microsoft Dynamics CRM 2011 Server is installed (phase 1). Then, the Microsoft Dynamics CRM 4.0 deployment can be taken offline while the organization database is imported and upgraded into the new Microsoft Dynamics CRM 2011 deployment (phase 2).
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1. If the configuration (MSCRM_CONFIG) and organization databases were maintained by a version of SQL Server that is not Microsoft SQL Server 2008 64-bit edition, upgrade the server or restore the databases to a supported version of SQL Server. 2. Install Microsoft Dynamics CRM 2011 Server as if it were a new server or server role without a preexisting version. During the installation Microsoft Dynamics CRM Server Setup creates a new Microsoft Dynamics CRM 2011 configuration database. For step-by-step guidance, see the earlier topic Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed. 3. After the installation completes, disable the Microsoft Dynamics CRM 4.0 deployment by running Deployment Manager on the Microsoft Dynamics CRM 4.0 server. For more information, see the Deployment Manager Help. 4. On the SQL Server that is maintaining the existing Microsoft Dynamics CRM 4.0 databases, start Microsoft SQL Server Management Studio and back up the MSCRM_CONFIG and OrganizationName_MSCRM databases. 5. Restore the organization databases to the SQL Server that will be maintaining the Microsoft Dynamics CRM 2011 databases. 6. Start Deployment Manager on the Microsoft Dynamics CRM 2011 Server and run the Import Organization Wizard to import and upgrade one or more Microsoft Dynamics CRM 4.0 organizations into the new Microsoft Dynamics CRM 2011 deployment. 7. Verify that the new deployment functions as expected. 8. Make the appropriate DNS and IIS modifications to make sure users are able to connect to the new system. If issues occur that will cause significant downtime, enable the Microsoft Dynamics CRM 4.0 deployment while the issues are worked on. For more information, see the Deployment Manager Help.

Migrate by using the same instance of SQL Server

If you are migrating Microsoft Dynamics CRM 4.0 32-bit to a new Windows Server 64-bit server that will be running Microsoft Dynamics CRM 2011 and you want to use the same instance of SQL Server that maintains the configuration database, follow these steps: Warning Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may impact the production deployment, we recommend that you migrate your deployment to Microsoft Dynamics CRM 2011. For information see the Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server (on page 20) topic. 1. If the configuration (MSCRM_CONFIG) and organization databases were maintained by a version of SQL Server that is not Microsoft SQL Server 2008 64-bit edition, upgrade the server or restore the databases to a supported version of SQL Server. 2. On the SQL Server that is maintaining the existing Microsoft Dynamics CRM 4.0 databases, start Microsoft SQL Server Management Studio and back up the MSCRM_CONFIG and OrganizationName_MSCRM databases. 3. Install Microsoft Dynamics CRM 2011 Server on the new 64-bit computer. During Microsoft Dynamics CRM Server Setup, select Connect to, and if necessary, upgrade an existing deployment on the Specify Deployment Options page during Microsoft Dynamics CRM Server Setup. Specify the SQL Server instance from the previous step and continue with the installation and organization upgrade. For guidance, see the Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed (on page 10) topic in the Installing Guide.

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4. If you have additional organizations or if you are using a new SQL Server for the migration, you must import the organization databases to the new system. To do this, on the computer where Microsoft Dynamics CRM 2011 Server is installed and running, start Microsoft Dynamics CRM Deployment Manager, right-click Organizations, click Import Organization, and then select the newly restored Microsoft Dynamics CRM 4.0 OrganizationName_MSCRM database. 5. If customizations were made to .NET assemblies or configuration files, you must copy those customized files to the new system. By default, these files are located under the <drive>:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly\ folder on the existing Microsoft Dynamics CRM 4.0 server.

Migrate from Microsoft Dynamics CRM 3.0 Server to Microsoft Dynamics CRM 2011 Server
In-place upgrade from versions of Microsoft Dynamics CRM 3.0 is not available. However, you can migrate your Microsoft Dynamics CRM 3.0 deployment to Microsoft Dynamics CRM 2011 by using a Microsoft Dynamics CRM 4.0 trial version as an interim step in the migration process. To migrate your 32-bit version of Microsoft Dynamics CRM 3.0 Server to Microsoft Dynamics CRM 2011 Server, perform the following tasks. Important Microsoft Dynamics CRM 4.0 Server and Microsoft Dynamics CRM 2011 Server have different component requirements than Microsoft Dynamics CRM 3.0 Server. Therefore, you must make sure that your hardware and software environment will support the migration. For more information about the hardware and software requirements for Microsoft Dynamics CRM 4.0, see the Microsoft Dynamics CRM 4.0 Implementation Guide. For more information about Microsoft Dynamics CRM 2011 hardware and software requirements, see the System Requirements topic in the Planning Guide. 1. Upgrade to Microsoft Dynamics CRM 4.0 Server by downloading and installing the Microsoft Dynamics CRM 4.0 90-day trial versions (http://go.microsoft.com/fwlink/?LinkID=153783) available on the Microsoft Download Center. Or, you can migrate your Microsoft Dynamics CRM 3.0 organization to a trial 64-bit version of Microsoft Dynamics CRM 4.0. Important Trial versions of Microsoft Dynamics CRM 4.0 can be used within a 90-day period before you must enter a valid commercial product key to continue use. To make sure the latest updates to the Setup program are applied that help ease upgrading to Microsoft Dynamics CRM 2011, we strongly recommend that you click Get updates for Microsoft Dynamics CRM during the installation or upgrade to Microsoft Dynamics CRM 4.0. 2. Migrate the newly installed Microsoft Dynamics CRM 4.0 trial version by following the steps in the previous topic. Or, if you migrated your Microsoft Dynamics CRM 3.0 organization to a 64-bit version of Microsoft Dynamics CRM 4.0, you can perform an in-place upgrade of Microsoft Dynamics CRM 2011 Server. 3. Install Microsoft Dynamics CRM Reporting Extensions. 4. Install additional components, such Microsoft Dynamics CRM 2011 E-mail Router, as necessary.

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Upgrade Microsoft Dynamics CRM Connector for SQL Server Reporting Services
In-place upgrade of the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services is not supported. If Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services is already installed, you must first uninstall it and then run Microsoft Dynamics CRM Reporting Extensions Setup. 1. Uninstall Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services. 2. Meet all requirements as specified under the Planning Guide System Requirements and Required Components topic. 3. Upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. 4. At the computer where Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services was installed, log on to your domain as a user who has administrator-level privileges. 5. See the Readme file to review important information and determine the location of the Microsoft Dynamics CRM Reporting Extensions installation files. 6. In the SrsDataConnector folder, double-click SetupSrsDataConnector.exe. 7. Follow the instructions on the screen or see Install Microsoft Dynamics CRM Reporting Extensions in this guide.

After the upgrade

After Setup has upgraded the Microsoft Dynamics CRM Server 2011, perform the following tasks.

Post-upgrade steps for servers For each of your Microsoft Dynamics CRM Server 2011 deployments, follow these steps:
1. If you have additional servers, upgrade or uninstall and reinstall Microsoft Dynamics CRM on those servers as described in the "Upgrading multiple servers" section of this guide. 2. Install the Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services. If you are migrating to Microsoft Dynamics CRM 2011, you must install Microsoft Dynamics CRM Reporting Extensions for SQL ServerReporting Services before you can import and upgrade a Microsoft Dynamics CRM 4.0 organization. 3. Install the latest Microsoft Dynamics CRM 2011 Update Rollup package or server hotfixes. 4. In Microsoft SQL Server Reporting Services Report Manager, re-create any custom data sources under the OrganizationName_MSCRM folders. 5. Verify that the system jobs and workflows are running. 6. Although not required, we recommend that you register Microsoft Dynamics CRM. For information, see the topic Register Microsoft Dynamics CRM later in this section. Verify intranet Web addresses for in-place or connect to existing deployment upgrades During an in-place upgrade or connect to existing deployment upgrade, Microsoft Dynamics CRM Server Setup may overwrite the Web addresses (AD root domain) that exist in the Microsoft Dynamics CRM 4.0 deployment. The issue occurs when the first local computer that is running Microsoft Dynamics CRM 4.0 Server is upgraded. If the Web addresses are not using the name of the local computer, the change to the address may not be desired and can cause unexpected results. To work around this potential issue, verify that the intranet Web addresses are correct. For more information about how to view or change the Web addresses, see the Deployment Manager Help. This issue will not occur when you perform a migration upgrade. For more information about migration upgrades, see Upgrade from Microsoft Dynamics CRM 4.0 Server 32-bit editions (on page 20).
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Post-upgrade steps for clients

To be compatible with Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM 4.0 for Outlook clients must be upgraded to Update Rollup 7 or later. However, to experience the new features that are available with Microsoft Dynamics CRM 2011 you must upgrade to Microsoft Dynamics CRM 2011 for Outlook.

To upgrade clients, follow these steps:

1. If you use Microsoft Dynamics CRM for Outlook or Microsoft Dynamics CRM for Outlook with Offline Access, run Microsoft Dynamics CRM 2011 for Outlook Setup on every user's computer. To ease the upgrade use Microsoft System Center Configuration Manager 2007 or Microsoft Group Policy to push the upgrade to users. See the Planning Guide for information about how to deploy Microsoft Dynamics CRM 2011 for Outlook using these methods. 2. Verify that Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM for Outlook with Offline Access have the latest updates. 3. Test the functionality from Outlook and from the Microsoft Dynamics CRM Web application. For more information, see Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 4.0 for Outlook in this guide.

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: SystemDrive:\Users\User\AppData\Roaming\Microsoft\MSCRM\Logs\

Server installation and upgrade issues

This section describes how to troubleshoot Microsoft Dynamics CRM Server 2011 installation issues.

Timeout expired error message during organization upgrade

During an organization database upgrade, you may receive the error message: InstallDatabaseAction failed. ---> System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. To work around this issue, add the OLEDBTimeout and the ExtendedTimeout registry subkeys to increase the time-out values. For more information, see A time-out occurs when you import large customization files into Microsoft Dynamics CRM (http://go.microsoft.com/fwlink/?LinkID=197418).

Clients cannot connect to Microsoft Dynamics CRM Web application

Clients may be unable to connect to the Microsoft Dynamics CRM Web application. This issue can occur when the following conditions are true:
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The Microsoft Dynamics CRM Web application is configured for a TCP port that is not the default port (80), such as 5555. Windows Firewall does not include an exception for the TCP port.
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To resolve this issue, add the port as an exception in the firewall configuration on the server where Microsoft Dynamics CRM is installed.

Microsoft Dynamics CRM Server 2011 cannot connect to Microsoft SQL Server
This issue can occur when Windows Firewall does not include an exception for the TCP port used by Microsoft SQL Server. By default, the TCP port used by Microsoft SQL Server is 1433. For more information, see Configuring the Windows Firewall to Allow SQL Server Access (http://go.microsoft.com/fwlink/?LinkID=197464).

Troubleshooting WIF installation failures

To help resolve issues that may occur when you install Windows Identity Framework (WIF), start Event Viewer and locate the Setup folder under Windows Logs. Filter on the source WUSA.

Claims-based authentication issues

Verify the certificate that you are using is valid for the associated Web site. Open the certificate and view the name. A wildcard certificate (for example, *.contoso.com) can authenticate all sub-domains in the contoso.com domain. You can also use a Subject Alternative Names certificate or an individual certificate (for example, auth.domain.com:5555).

'Login failed for DomainName\ServerName$" error message after Microsoft Dynamics CRM Server 2011 install, repair, or configure
You may receive this error message when you try to sign-in to Microsoft Dynamics CRM after you install, upgrade, repair, or configure Microsoft Dynamics CRM Server 2011. This issue occurs when the following conditions are true: The server where you perform the installation,upgrade, repair, or configure action is located in a domain that is operating at a Windows Server 2003 domain functional level. One or more Microsoft Dynamics CRM service accounts are configured to use Network Service.

To work around this issue, restart the server where Microsoft Dynamics CRM Server 2011 is installed.

Install Microsoft Dynamics CRM Server 2011 on multiple computers

You can install Microsoft Dynamics CRM Server 2011 on multiple computers to balance the processing load across several servers. Deploying Microsoft Dynamics CRM Server 2011 in this manner can increase performance and availability. Important Installing the Microsoft Dynamics CRM Workgroup Server 2011 edition on multiple servers is not supported and is a violation of the license agreement.

Multiple-server configuration overview

Before getting started with load balancing, installation and configuration planning is needed. For more information, see the Microsoft Dynamics CRM 2011 Planning Guide. The base configuration typically uses separate computers that run the components of a Microsoft Dynamics CRM deployment that includes Microsoft SQL Server and an instance of Windows Server functioning as an Active Directory domain controller. A multiple-server configuration of Microsoft Dynamics CRM has multiple computers that are running Microsoft Dynamics CRM that access a single server that is running SQL Server.

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This topic describes the steps to install Microsoft Dynamics CRM in a two-node network load-balancing configuration where all Microsoft Dynamics CRM Server 2011 roles are installed on a single computer. This kind of deployment is called a Full Server installation. You can use similar steps to install a particular server group role, such as the Front End Server role group, or one or more specific server roles. When you install Microsoft Dynamics CRM, you have the following choices for load balancing the Microsoft Dynamics CRM Web application, where both servers in the network load-balancing (NLB) cluster must have the following servergroup roles or individual server roles installed. 1. Full Server install. 2. Front End Server install. 3. Server role install (by using Microsoft Dynamics CRM Server Setup Wizard or command-line install with an XML configuration file). You will have to install at least the following two roles on the load-balanced servers in the cluster.
Web Application Server role). This Microsoft Dynamics CRM Server 2011 role is used to run the

Web application components that are used to connect users to Microsoft Dynamics CRM data.
Organization Web Service role. This Microsoft Dynamics CRM Server 2011 role is used to run

applications that use the methods described in the Microsoft Dynamics CRM SDK. Important If you decide to install only the Front End Server role group, you must install the Back End Server group role on another server in the Active Directory domain for Microsoft Dynamics CRM to function. Similarly, if you want to install only the required Web Application Server and Organization Web Service roles, you must install the remaining server roles on other servers in the Active Directory domain for Microsoft Dynamics CRM to function. In this example, a two-node cluster will be set up by using two computers that are running Windows Server 2008. The server names are CRM01 and CRM02.

Step 1: Enable network load balancing

Enable NLB on the network and create a server cluster for servers CRM01 and CRM02. We recommend that you use the following port-rule settings when you enable the load-balanced cluster. Port range. Leave the default range, which is from 0 to 65535. Protocols. Both Affinity. Single

For information about procedures for loading and administering NLB on Windows Server, see the Network Load Balancing Manager Help on the Windows Server computer. For information about how to configure NLB in Windows Server 2008, see Network Load Balancing Deployment Guide (http://go.microsoft.com/fwlink/? LinkID=194401).

Step 2: Configure Active Directory

Configure Active Directory by creating an account to run the CRMAppPool service and use a Service Principal Name (SPN). This is required when you run IIS 7.0 in a clustered or a network load-balanced environment. The SPN uniquely identifies an instance of a running service. Active Directory uses the SPN for mutual authentication of a service instance, which enables the service instance to correctly authenticate when a user attempts to access resources that are located on other domain-member computers. For more information, see the MSDN article Service Principal Names (http://go.microsoft.com/fwlink/?linkid=120954). To create SPNs, you use ADSI Edit that is included with Windows Server. You can use this Microsoft Management Console (MMC) snap-in tool to enter SPN values for a specific computer or user account.

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Important If IIS is configured to use kernel mode authentication, you must configure IIS to use the Web application pools identity for internal virtual directories used by Microsoft Dynamics CRM. You can do so by modifying the windowsAuthentication element for the default Web site on the Web site where Microsoft Dynamics CRM is installed. For details about the windowsAuthentication element, see the IIS 7.0: windowsAuthentication Element (IIS Settings Schema) (http://go.microsoft.com/fwlink/?LinkID=202880) MSDN article. To configure useAppPoolCredentials using the ApplicationHost.config file open the ApplicationHost.config file in a text editor. By default, this file is located at %windir %\system32\inetsrv\config\. For all folders under the Default Web Site location path, set the value of the WindowsAuthentication element and the useAppPoolCredentials attribute to true. For example: <system.webServer> <security> <authentication> <windowsAuthentication enabled="true" useAppPoolCredentials="true" /> </authentication> </security> </system.webServer>

To configure the SPN, follow these steps:

1. Open Active Directory Users and Computers. 2. Create a user account to run the CRMAppPool application pool in IIS. To do this, we recommend that you use a name that describes what the account will be used for, such as CRMService. Important This user account must be member of the Domain Users group. 3. Close Active Directory Users and Computers. 4. Click start, type adsi edit, and then press ENTER. 5. Expand the domain, expand the node that begins with DC=, and then expand CN=Users. 6. Right-click the user account that you created in the previous step, such as CRMService, and then click Properties. 7. In the Attribute list, scroll down, select servicePrincipalName, and then click Edit. 8. In the Value to add box, type HTTP/CRMNLBName.FQDN and then click Add. Where, CRMNLBName, is the NLB cluster name and FQDN is the fully qualified domain name. For example, the CRMNLBName.FQDN name might be CRMNLBCluster.contoso.com. Important Note this NLB cluster name. You must use this name in the following step when you create the NLB cluster and when you update the configuration database. Tip Use the setspn command line tool to determine if the SPN is already in use. 9. In the Value to add box, type HTTP/CRMNLBName and then click Add. 10. Click OK two times. 11. Close ADSI Edit.

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Step 3: Install Microsoft Dynamics CRM servers

Each instance of Microsoft Dynamics CRM in a multi-server deployment must be installed one at a time. The following steps assume that an instance of a full-server installation of Microsoft Dynamics CRM will be deployed on a computer named CRM01, and a second instance will be installed on a computer named CRM02. Microsoft Dynamics CRM Server 2011 is supported for multiple-server installations. Installing Microsoft Dynamics CRM Workgroup Server 2011 on multiple servers is not supported and is a violation of the license agreement.

Install the first instance Microsoft Dynamics CRM on CRM01:

1. Run Microsoft Dynamics CRM Setup on server CRM01. For step-by-step guidance, see the previous topics in this chapter. 2. On the Specify Deployment Options page, select the instance of SQL Server that will be used for the Microsoft Dynamics CRM databases. Then, select the Create a new deployment option. Click Next and continue Setup. 3. On the Specify Security Account page, select the domain user account (for example, CRMService) created previously. 4. Continue to run Setup until the installation is completed.

Install the second instance Microsoft Dynamics CRM on CRM02:

1. Run Microsoft Dynamics CRM Setup on server CRM02. 2. On the Specify Deployment Options page, enter or select the name of the computer that is running SQL Server where the Microsoft Dynamics CRM databases are stored (from the installation of CRM01), and then click Connect to, and if necessary, upgrade an existing deployment. Click Next. 3. On the Specify Security Account page, select the domain user account (for example, CRMService) created previously. 4. Continue to run Setup until the installation is completed.

Step 4: Configure NLB for the deployment

After the Microsoft Dynamics CRM Server 2011 installations are complete, run Deployment Manager to configure NLB for the deployment.

Verify or change the Web addresses

1. On the Microsoft Dynamics CRM server, start Deployment Manager. 2. In the console tree, right-click Microsoft Dynamics CRM, and then click Properties. 3. Click the Web Address tab and make sure that the virtual cluster name, such as crmcluster:5555 appears. Important Depending on how you deployed the Microsoft Dynamics CRM Server 2011 role group or separate server role installation, and the configuration of each server in the NLB cluster, the Web Application Server, Organization Web Service, Discovery Web Service, or Deployment Web Service Web addresses may be different. For example, if you installed the Front End Server role group on a server in an NLB cluster that is named crmcluster1 in the contoso domain but installed the Deployment Administration Server role group on a different server in a different NLB cluster such as crmcluster2 in the same domain, the name of the Web Application Server, Organization Web Service, Discovery Web Service Web addresses will be different from the Deployment Web Service Web address.
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For a Full Server role deployment, all Web addresses will use the same computer name or FQDN of the cluster. If you are using a TCP port other then 80 (non-secure HTTP) or 443 (secure HTTP or SSL), you must specify the port number by appending the FQDN name with : 5555, where 5555 is the port number, such as crmcluster:5555.

Set NLB for the deployment

In order to make Microsoft Dynamics CRM aware of the NLB cluster, you must select The deployment uses an NLB option on the deployment. To do this, follow these steps. 1. On the Microsoft Dynamics CRM server, start Deployment Manager. 2. In the console tree, right-click Microsoft Dynamics CRM, and then click Properties. 3. Click the Web Address tab and then click Advanced. 4. Select The deployment uses an NLB. Click OK and then close Deployment Manager.

Configure domain names for IFD

To configure Microsoft Dynamics CRM for IFD, you must start Deployment Manager and run the Configure Internet-facing Deployment Wizard to add or revise the domain values. Depending on how you deployed the Microsoft Dynamics CRM Server 2011 role group or separate server role installation, and the configuration of each server in the NLB cluster, the Web Application Server Domain, Organization Web Service Domain, and Discovery Web Service Domain values use the NLB virtual cluster domain name. For example, if the Web Application Server is installed on an Internet-facing NLB cluster that has the FQDN virtual name crmcluster.contoso.com, enter contoso.com as the Web Application Server Domain value. For more information about how to configure internal Web address and external domain values, see the Deployment Manager Help.

Step 5: Verify and monitor the cluster installation

Verify that Microsoft Dynamics CRM client applications can connect to Microsoft Dynamics CRM by using the cluster name, such as CRMNLBCluster. To monitor the cluster, you have the following options. Network Load Balancing Manager. Log entries are displayed in the bottom of Network Load Balancing Manager. Event Viewer. Entries are recorded in the System logs by using the NLB source. Wlbs. Run the wlbs.exe query or wlbs.exe display command at the command prompt to view information about the state of the cluster. Windows Server 2008 Network Load Balancing Management Pack for Operations Manager 2007. When your organization uses MOM to monitor and manage the servers in your organization, include the Windows Server 2008 Network Load Balancing Management Pack for Operations Manager 2007 on the cluster hosts.
Microsoft Server Network Load Balancing Management Pack for Operations Manager 2007

(http://go.microsoft.com/fwlink/?linkid=120957)

Install Microsoft Dynamics CRM Server 2011 to use a Microsoft SQL Server cluster environment
You can install Microsoft Dynamics CRM Server 2011 so that it can use a clustered Microsoft SQL Server environment that uses Microsoft Cluster Service (MSCS). Important Failover clustering is not supported with Microsoft SQL Server 2008 Workgroup.

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Base configuration
This topic describes the options that are available to configure Microsoft Dynamics CRM to use a clustered SQL Server environment. The base configuration for a Microsoft Dynamics CRM Server 2011 system is described previously in this guide. The instructions in this topic expand on the base configuration by installing Microsoft Dynamics CRM Server 2011 so that it has a connection to a cluster of computers that are running SQL Server. The configuration described here involves a single deployment of Microsoft Dynamics CRM Server 2011 accessing a cluster of two computers that are each running an instance of Microsoft SQL Server 2008. The typical Microsoft Dynamics CRM deployment creates and uses the following Microsoft Dynamics CRMspecific databases on SQL Server: OrganizationName_MSCRM. This is the organization database where Microsoft Dynamics CRM data is stored, such as all records and activities. MSCRM_CONFIG. This database contains Microsoft Dynamics CRM metadata, such as configuration and location information that is specific to each organization.

Option 1: Install a new Microsoft Dynamics CRM Server 2011 deployment

Follow these steps to install Microsoft Dynamics CRM Server 2011 that will use a SQL Server cluster.

Step 1: Create the SQL Server cluster

Using the SQL Server documentation for the appropriate SQL Server edition, install and configure SQL Server and create a SQL Server cluster. The basic steps include the following: Collecting the information that you must have to create the virtual server. This can include a cluster disk resource, IP addresses, network names, and the nodes available for the cluster. Performing SQL Server Setup. After the necessary information is entered, the Setup program installs a new instance of SQL Server on the local disk of each node in the cluster and installs the system databases on the shared disk that is specified as part of the cluster configuration. The SQL Server program files are installed on each cluster node. During the cluster configuration, a virtual server is created. Note Although you can install Microsoft Dynamics CRM Server 2011 to a SQL Server cluster that is configured for either active-active or active-passive clustering, the cluster will function in an active-passive manner. For more information about SQL Server failover clustering, see High Availability with SQL Server R2 (http://go.microsoft.com/fwlink/?LinkID=194563).

Step 2: Install Microsoft Dynamics CRM Server 2011 Install Microsoft Dynamics CRM Server 2011 by using the procedures in the previous section and perform the following tasks during Setup:
1. On the Select SQL Server page, type the virtual server name that you specified when you created the SQL Server cluster. 2. On the same page, select the Create a new deployment option, and then complete Microsoft Dynamics CRM Server Setup.

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Option 2: Rehome or configure an existing Microsoft Dynamics CRM Server 2011 deployment that connects to a SQL Server cluster that stores only the organization database
To configure your existing Microsoft Dynamics CRM Server 2011 to use the SQL Server cluster that contains only the organization database, follow these steps:
1. Follow the procedure in the previous section to create the SQL Server cluster. 2. Back up the MSCRM_CONFIG and OrganizationName_MSCRM databases that are on the existing SQL Server. 3. Restore the OrganizationName_MSCRM database to the SQL Server cluster. For more information about how to restore databases, see Backing Up and Restoring Databases in SQL Server (http://go.microsoft.com/fwlink/?linkid=100249). 4. On the computer that is running the Deployment Tools server role, start Deployment Manager. To do this, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager. 5. Expand the Deployment Manager node, and then click Organizations. 6. Right-click the organization, and then click Disable. Warning When you disable an organization, users will no longer be able to access Microsoft Dynamics CRM for that organization. Click Yes to disable the organization. 7. In the list of organizations, right-click the organization, and then click Edit Organization. 8. In the Edit Organization Wizard, in the SQL Server box, type the virtual SQL Server name for the SQL Server cluster that you created earlier, and then click Next. 9. On the System Requirements page, after a successful diagnostics check, click Next, and then click Apply. 10. Click Finish. 11. Enable the organization. To do this, right-click the organization, and then click Enable. 12. Reset the IIS services on the computer that is running IIS where the Microsoft Dynamics CRM Server 2011 Web application is installed. To do this, click Start, click Run, type iisreset in the Open box, and then click OK.

Option 3: Rehome or configure an existing Microsoft Dynamics CRM Server 2011 deployment that connects to a SQL Server cluster that stores both the configuration and organization databases
Configure your existing Microsoft Dynamics CRM Server 2011 to use the SQL Server cluster that contains both the configuration and organization databases.

To implement this option, follow these steps:

1. Follow the procedure in the previous section to create the SQL Server cluster. Important Before you complete the following steps, make sure that users are not connected to, or accessing, the Microsoft Dynamics CRM system. You can do this by disabling the organization.
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2. Back up the MSCRM_CONFIG and OrganizationName_MSCRM databases that are on the existing SQL Server. 3. Restore the MSCRM_CONFIG and OrganizationName_MSCRM databases to the SQL Server cluster shared disk. For more information, see Backing Up and Restoring Databases in SQL Server. 4. On all nodes in the cluster, modify Microsoft Windows registry subkeys. Warning Serious problems might occur if you modify the registry incorrectly. These problems might require you to reinstall the operating system and Microsoft Dynamics CRM. We cannot guarantee that these problems can be resolved. Modify the registry at your own risk. 5. Update the configdb registry subkey on the computer that is running Microsoft Dynamics CRM Server 2011. To do this, follow these steps: a. On the computer that is running the Microsoft Dynamics CRM Web application, click Start, click Run, type regedit in the Open box, and then click OK. b. Locate the following registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM c. Right-click configdb, and then click Modify. d. In the Value data box, change the data source to the name of the new virtual SQL Server name, and then click OK. For example, the string value in the Value data box should resemble the following: Data Source=NewSQLServer;Initial Catalog=MSCRM_CONFIG;Integrated Security=SSPI Note If multiple Microsoft Dynamics CRM Server 2011 Roles are in your deployment, you must update the registry keys for all the server roles. If you use the Microsoft Dynamics CRM Reporting Extensions and if you are not moving the Microsoft SQL Server Reporting Services server, you must update the configdb subkey on the computer on which the Microsoft Dynamics CRM Reporting Extensions is installed. 6. Configure Microsoft Dynamics CRM Server 2011 to connect with the new instance of SQL Server where the organization database is now located. To do this, follow these steps: a. On the computer that is running the Microsoft Dynamics CRM Server 2011 Web application, start Deployment Manager. To do this, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager. b. Expand the Deployment Manager node, and then click Organizations. c. Right-click the organization, and then click Disable. When you disable an organization, users will no longer be able to access Microsoft Dynamics CRM for that organization.

d. Click Yes to disable the organization. e. In the list of organizations, right-click the organization, and then click Edit Organization. f. In the Edit Organization Wizard, in the SQL Server box, type the virtual SQL Server name for the SQL Server cluster that you created earlier, and then click Next.

g. On the System Requirements page, after a successful diagnostics check, click Next, and then click Apply. h. Click Finish. i. Enable the organization. To do this, right-click the organization, and then click Enable.

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7. Reset the IIS services on the computer that is running IIS where the Microsoft Dynamics CRM Server 2011 Web application is installed. To do this, click Start, click Run, type iisreset in the Open box, and then click OK.

Disable an organization
1. On the computer that is running the Microsoft Dynamics CRM Server 2011 Web application, start Deployment Manager. To do this, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Deployment Manager. 2. Expand the Deployment Manager node, and then click Organizations. 3. Right-click the organization, and then click Disable. When you disable an organization, users will no longer be able to access Microsoft Dynamics CRM for that organization. 4. Click Yes to disable the organization.

Configure an organization database for SQL Server 2008 database mirroring

Microsoft Dynamics CRM uses two databases, configuration and organization. The configuration database contains configuration information that is specific to the Microsoft Dynamics CRM system. The organization database is used to store all the organization-specific data and the customer relationship data for the organization. Some versions of Microsoft Dynamics CRM let you create and use multiple organizations. Therefore, some deployments may have multiple organization databases in the Microsoft Dynamics CRM system. To mirror a Microsoft Dynamics CRM organization database that can automatically fail over to another computer that is running Microsoft SQL Server, you configure the following three computers to establish the SQL Server database mirroring session: Primary database computer. This computer runs SQL Server where the Microsoft Dynamics CRM organization database is located. In this example, Microsoft Dynamics CRM is installed and running on the default instance of SQL Server. The computer name is MSCRM_Primary. Mirrored database computer. This computer, with a connection to MSCRM_Primary, is running SQL Server and it uses a different default instance. This computer must have a network connection to MSCRM_Primary. The computer name is MSCRM_Mirror. Witness computer. This computer runs SQL Server, or it can be a desktop system that is running SQL Server 2005 Express Edition. This computer must have a network connection to MSCRM_Primary and MSCRM_Mirror. The computer name is MSCRM_Witness. Note A computer that is running Microsoft SQL Server 2008 Workgroup edition can be a Witness. However, it cannot be a Primary or Mirror computer in a database-mirroring session.

Configure a Microsoft Dynamics CRM organization for database mirroring

Note The previously mentioned computers (MSCRM_Primary, MSCRM_Mirror, and MSCRM_Witness) must all have a network connection and must be running an edition of SQL Server that supports database mirroring.

To mirror the organization database, follow these steps:

1. On the instance of SQL Server that stores the primary database (MSCRM_Primary), start SQL Server Management Studio.

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2. Expand Databases, right-click OrganizationName_MSCRM, where OrganizationName is the name of your organization, and then click Properties. Verify that the Microsoft Dynamics CRM organization database recovery model is set to Full. This is required for a database that will be mirrored. a. To verify the recovery model, on the Database Properties window under Select a page, click Options. The recovery model appears in the Recovery model list. Select Full. b. Click OK to close the Database Properties window. 3. Make a full backup of the organization database. For more information about how to do this, see the SQL Server Management Studio Help. 4. Restore the full backup of the primary (MSCRM_Primary) to the mirror instance (MSCRM_Mirror) by using the RESTORE WITH NORECOVERY option, which is required for database mirroring. For more information about how to do this, see the SQL Server Management Studio Help. 5. Configure database mirroring. To do this, start SQL Server Management Studio, connect to the instance of SQL Server where the primary database (MSCRM_Primary) is located, and then follow these steps: a. Expand Databases, right-click the Microsoft Dynamics CRM organization database that you want to mirror, point to Tasks, and then click Mirror. b. Click Configure Security, and then, on the new window, click Next. c. On the Include Witness Server window, select Yes, and then click Next. d. On the Choose Servers to Configure window, select Witness server instance, and then click Next. e. On the Principle Server Instance window, in the Principal server instance list, select the instance of SQL Server (MSCRM_Primary) where the Microsoft Dynamics CRM organization database is located. In addition, you can change the default settings for the listener port, encryption, and endpoint name. Click Next. f. On the Mirror Server Instance window, in the Mirror server instance list, select the instance of SQL Server (MSCRM_Mirror) where you restored the Microsoft Dynamics CRM organization database in the previous step. You can change the default settings for the listener port, encryption, and endpoint name, if it is necessary. Click Next.

g. On the Witness Server Instance window, in the Witness server instance list, select the computer that you want to designate as the Witness (MSCRM_Witness). At this point, you can change the default settings for the listener port, encryption, and endpoint name. Click Next. If you are connecting to an instance of SQL Server that is running Microsoft SQL Server 2008 Express Edition, verify that remote connections are supported. To do this, on the computer where Microsoft SQL Server 2008 Express Edition is installed start SQL Server Configuration Manager and make sure that the remote-connections feature is enabled. h. On the Service Accounts window, enter the Active Directory service account for each instance. We recommend that you specify the same service account for all three partners in the mirroring session. Click Next. i. Click Finish. The wizard runs through a list of verification checks. Upon completion, click Start Mirroring.

6. If you want to mirror the configuration database (MSCRM_CONFIG) you must complete similar steps to establish the mirror and update the SQL Server connection string in the registry. To do this, follow these steps. Warning Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method. These problems might require you to reinstall the operating system and Microsoft Dynamics CRM. We cannot guarantee that these problems can be resolved. Modify the registry at your own risk.
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a. On the computer that is running Internet Information Services (IIS), where the Microsoft Dynamics CRM Web application is installed, start Registry Editor and locate the following registry subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM\ b. Right-click configdb, and then click Modify. Insert Failover Partner=MSCRM_Mirror; into the connection string, after the DataSource value. The complete connection string will appear similar to the following example, where MSCRM_Primary is the primary SQL Server\instance name and MSCRM_Mirror is the mirrored SQL Server\instance name: Data Source=MSCRM_Primary\SQL1;Failover Partner=MSCRM_Mirror\SQL2;Initial Catalog= MSCRM_CONFIG;Integrated Security=SSPI c. Click OK, and then close Registry Editor. 7. Create the SQL logins for the Microsoft Dynamics CRM security groups on the Mirror server (MSCRM_Mirror). To do this, follow these steps. a. On the SQL Server (MSCRM_Primary) start SQL Server Management Studio, and connect to the Primary database. b. Expand Databases, expand the OrganizationName_MSCRM database where OrganizationName is the name of your organization, expand Security, and then double-click Users. c. Copy and paste the names, including the domain name and the GUIDs, (the GUIDs are located at the end of the name) for the following groups:

PrivReportingGroup ReportingGroup SQLAccessGroup To do this, right-click the SQL user name, click Properties, in the User name box, right-click the whole value, and then click Copy. Then, in a text editor such as Notepad, paste the contents. Repeat these steps for each group until you have the contents for all three groups. d. In SQL Server Management Studio, connect to the SQL Server Mirror instance (MSCRM_Mirror). e. Expand Databases, expand Security, right-click Logins, and then click New Login. f. Switch to the text editor in which the SQL users were previously pasted, and copy the contents of one of the groups.

g. Switch to the Login New form that was opened in step e. In the Login name box, paste the contents into the box, and then click OK. The SQL user contents should resemble the following example. DomainName\SQLAccessGroup {859409f6-c4a5-4cb6-86f2-af264520ea10} h. Repeat steps e through g to create SQL logins for the remaining groups. 8. Update the configuration database to specify the mirror. To do this, follow these steps. Important Back up the Microsoft Dynamics CRM configuration database (MSCRM_CONFIG) before you run these update statements. a. Run the following update statement against the configuration (MSCRM_CONFIG) database.

Update Organization set ConnectionString = 'Provider=SQLOLEDB;Data Source=MSCRM_Primary\SQL1;Failover Partner=MSCRM_Mirror\SQL2;Initial Catalog=Organization_MSCRM;Integrated Security=SSPI' where DatabaseName = 'Organization_MSCRM'
Replace MSCRM_Primary\SQL1 with the name of the Primary instance of SQL Server. If you are using the default instance, do not designate the instance such as \SQL1.

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Replace MSCRM_Mirror\SQL2 with the name of the Mirrored instance SQL Server. If you are using the default instance, do not designate the instance such as \SQL2. Replace Organization_MSCRM with the name of the organization database. b. Run the following update statement against the configuration (MSCRM_CONFIG) database.

Update Organization set MirroredSQLServerName = 'MSCRM_Mirror\SQL2' where DatabaseName = 'Organization_MSCRM'

Replace MSCRM_Mirror\SQL2 with the name of the Mirrored instance of SQL Server. If you are using the default instance, do not designate the instance such as \SQL2. Replace Organization_MSCRM with the name of the organization database. 9. After you make these changes, reset IIS on the computer that is running Microsoft Dynamics CRM. To do this, click Start, and then click Run. In the Open box, type iisreset, and then click OK.

Monitor and test for failover

The Mirrored databases can fail over either manually or automatically.

To monitor and test the failover, follow these steps:

1. Start SQL Server Management Studio, right-click the primary database, point to Tasks, and then click Mirror. 2. On the Database Properties window, you can monitor the status of the synchronization between the Primary and Mirrored database. To test the fail-over feature manually, click Failover. When failover occurs, SQL Server will switch the mirroring session roles between the Primary database and the Mirrored database to make the mirror the primary and the primary the mirror. For more information about how to implement database mirroring, see Data Mirroring Deployment (http://go.microsoft.com/fwlink/?LinkID=196601).

Send Us Your Feedback about This Chapter

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Chapter 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 Server 2011 and Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Microsoft Exchange Online, SMTP, or a POP3-compliant e-mail server. After the E-mail Router is installed, it transfers e-mail messages to the Microsoft Dynamics CRM system, and it sends outgoing e-mail messages that users created in the Microsoft Dynamics CRM system. Microsoft Dynamics CRM 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, see "Planning email integration" in the Microsoft Dynamics CRM 2011 Planning Guide. For a list of prerequisites, see "Microsoft Dynamics CRM E-mail Router software requirements" in the Microsoft Dynamics CRM 2011 Planning Guide.

In This Chapter
Overview.........................................................................................................................37 Install E-mail Router and Rule Deployment Wizard.........................................................38 Upgrade the E-mail Router..............................................................................................40 Configure the E-mail Router............................................................................................42 Install E-mail Router on multiple computers.....................................................................50 Troubleshooting E-mail Router issues.............................................................................52 Send Us Your Feedback about This Chapter...................................................................59

Overview
Microsoft Dynamics CRM provides the following e-mail processing features: Microsoft Dynamics CRM for Microsoft Office Outlook can process incoming and outgoing e-mail messages for each user. The E-mail Router routes both incoming and outgoing messages. The E-mail Router supports POP3 e-mail systems for incoming messages and SMTP e-mail systems for outgoing messages. Microsoft Dynamics CRM Online e-mail messages are sent asynchronously when you use the E-mail Router.
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E-mail Router
The E-mail Router performs the following tasks: Routes incoming e-mail messages to Microsoft Dynamics CRM. 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 Email Router can be installed on various versions of the Microsoft Windows operating system. For a list of supported Windows versions, see "Microsoft Dynamics CRM E-mail Router software requirements" in the Planning Guide. The computer on which you install the E-mail Router must have a connection to a Microsoft Exchange Server or to a POP3/SMTP e-mail server. The E-mail Router contains the following components: The E-mail Router service ("Microsoft CRM Email Router") and the E-mail Router configuration files. The E-mail Router Configuration Manager. You use this wizard to configure the E-mail Router service. The Rule Deployment Wizard. This wizard lets you deploy rules that are used to route e-mail messages to a forward mailbox from the mailbox of a user or queue. The Rule Deployment Wizard does not work with POP3/SMTP e-mail servers. For more information, see Deploy inbox rules (on page 48), in this guide.

Install E-mail Router and Rule Deployment Wizard

You install the E-mail Router and the Rule Deployment Wizard by running the Microsoft Dynamics CRM E-mail Router Setup. To install the E-mail Router and the Rule Deployment Wizard, follow the instructions in this section. Important If you have a previous version of the E-mail Router installed, do not use the procedures in this section. Instead, see "Upgrade the E-mail Router (on page 40)," later in this chapter. Note Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update (http://go.microsoft.com/fwlink/? LinkId=165705). You can also search for updates on the Microsoft Download Center (http://go.microsoft.com/fwlink/?linkid=202394). Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

To set up the E-mail Router

Installation Task 1: Install the E-mail Router and, optionally, the Rule Deployment Wizard. For more information, see "Install the E-mail Router" in this chapter. Installation Task 2: Configure the E-mail Router. For more information, see "Configure the E-mail Router," in this guide. Installation Task 3: (Optional) Deploy Inbox Rules. For more information, see "Deploy Inbox Rules" in this guide. Important 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 security group is created during Microsoft Dynamics CRM Server Setup. For steps about how to add members to this group, see Troubleshooting E-mail Router issues (on page 52), later in this chapter.

Install the E-mail Router

To install E-mail Router on a server named EXBE01

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1. Meet the E-mail Router requirements specified in Microsoft Dynamics CRM E-mail Router hardware requirements and in Microsoft Dynamics CRM E-mail Router software requirements. 2. Log on to EXBE01 as a Domain User with Local Administrator privileges. 3. Obtain and run the appropriate installation files.
To install from a network or from a DVD: Open the appropriate installation folder

(EmailRouter\amd64 or EmailRouter\i386) and then run the SetupEmailRouter.exe file. (To install on a 64-bit computer, use the Setup file in the EmailRouter\amd64 folder; to install on a 32-bit computer, use the Setup file in the EmailRouter\i386 folder.)
To install from the Web, open the download page (Microsoft Dynamics CRM 2011

(http://go.microsoft.com/fwlink/?LinkId=202466)) and then download and run the executable file. Note The download site may present you with a choice of executable files. If you are installing on a 64-bit computer, choose a file with a name such as DynamicsCRMEmail_1033_amd64.exe. For a 32-bit computer, the file name is similar to DynamicsCRMEmail_1033_i386.exe. 4. If a Security Warning dialog box appears, click Run. 5. On the Welcome to Microsoft Dynamics CRM 2011 E-mail Router setup page, select whether you want to update E-mail Router setup. We recommend that you click Get updates for Microsoft Dynamics CRM. Then, click Next. 6. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept. 7. If required components are missing, the Install Required Components page appears. If this page does not appear, all required components are installed, and you can skip to the next step in the installation procedure. If required components are listed, you can install them now. Click Install. After the components are installed, the status column changes from Not Installed to Installed. Click Next to continue. Notes These components are required before the 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. Setup might require connection to the internet if the required component setup binary files are not found on your computer. Although installation of certain components requires a computer restart, the computer is not restarted automatically. Setup installs the required components and then waits for your input. At this point, quit the setup process, restart the computer, and continue the E-mail Router installation by running SetupEmailRouter.exe again. 8. On the Select Router Components page, select either or both options, and then click Next. 9. 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. Optionally, you can

install this wizard on any computer in the Active Directory Domain of the Exchange Server. Caution On the Select Router Components page, if you clear the option of a component that has already been installed, that component will be uninstalled. 10. On the Select Install Location page, either accept the Default file installation directory or Browse to indicate a different location, and then click Next.

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11. The System Checks page appears. This page is a summary of all system requirements for a successful E-mail Router installation. Verification errors must be corrected before the 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 no verification errors remain, click Next. 12. The Ready to Install page appears. Review the installation selections that you have made. Click Back to change your selections, or Install to install now. 13. After E-mail Router Setup is finished installing files, click Finish.

Upgrade the E-mail Router

To upgrade your installation of the E-mail Router from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, you first back up the state files that are used by the E-mail Router, and then install the E-mail Router. Follow the steps in the following tasks: Upgrade Task 1: Back up and use E-mail Router state files and Smart Matching settings. For more information, see Back up and use E-mail Router state files, in this guide. Upgrade Task 2: Install the Microsoft Dynamics CRM 2011 E-mail Router. For more information, see Upgrade the E-mail Router to Microsoft Dynamics CRM 2011, in this chapter.

Upgrading both the E-mail Router and Microsoft Dynamics CRM

If you plan to upgrade both the E-mail Router and Microsoft Dynamics CRM, perform the upgrade tasks in the following order: 1. Stop the Microsoft CRM Email Router service. To do this, on the Start menu, type services.msc, and then press ENTER; or click Run, type services.msc, and then press ENTER. Right-click the Microsoft CRM Email Router service, and then click Stop. 2. Upgrade Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server. For more information, see Upgrade from Microsoft Dynamics CRM 4.0 (on page 16). 3. Install the Microsoft Dynamics CRM 2011 E-mail Router:
If you already have the Microsoft Dynamics CRM 4.0 E-mail Router installed, upgrade to the

Microsoft Dynamics CRM 2011 E-mail Router, as described in this section.

If you do not have the Microsoft Dynamics CRM 4.0 E-mail Router installed, install the Microsoft

Dynamics CRM 2011 E-mail Router, as described in Install E-mail Router and Rule Deployment Wizard (on page 38), in this guide. 4. You might need to restart the Microsoft CRM Email Router service after the upgrade to the Microsoft Dynamics CRM 2011 E-mail Router finishes. To do this, in the services list, right-click Microsoft CRM Email Router, and then click Start.

Back up and use E-mail Router state files and Smart Matching settings
We recommend that you back up the files that store the state of your E-mail Router before you upgrade to the Microsoft Dynamics CRM 2011 E-mail Router. The following steps describe how to back up and use these files to recover from a failed upgrade to the next version of the E-mail Router.

To back up and use E-mail Router state files

1. Locate the following files in the folder <drive:>\Program Files\Microsoft CRM Email\Service\:
Microsoft.Crm.Tools.EmailAgent.Configuration.bin Microsoft.Crm.Tools.EmailAgent.SystemState.xml Microsoft.Crm.Tools.EmailAgent.xml Microsoft.Crm.Tools.Email.Management.config

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2. Copy these files to a safe location. 3. If you have modified the smart match e-mail correlation settings that are located in the HKEY_LOCAL_MACHINE\Software\Microsoft\MSCRM Windows Registry, you must add the effective change in the System Settings area of the Microsoft Dynamics CRM 2011 application. The smart match settings are no longer maintained in the Windows Registry and must be modified in the application. For more information about how to change Smart Matching settings in Microsoft Dynamics CRM 2011, see the Microsoft Dynamics CRM Help. The subkey names and default values are:
HashFilterKeywords. ^[\s]*([\w]+\s?:[\s]*)+ HashMaxCount. 20 HashDeltaSubjectCount. 0 HashMinAddressCount. 2

4. Perform the upgrade to CRM 2011 E-mail Router. For more information, see the following procedure, "To install and configure E-mail Router on a server named EXBE01". 5. If the E-mail Router upgrade succeeds, you can discard the backup files and exit this procedure. If the E-mail Router upgrade fails, continue with the following procedure.

If upgrade fails
1. Uninstall the unsuccessfully upgraded E-mail Router. For more information, see "Uninstall, change, or repair E-mail Router" in the Microsoft Dynamics CRM Installing Guide. 2. Reinstall the 4.0 E-mail Router. 3. Reinstall all of the CRM Update Rollups that were installed before you attempted this upgrade. For more information, see Microsoft Dynamics CRM 4.0 updates and hotfixes (http://go.microsoft.com/fwlink/?linkid=130724). Note If you previously installed CRM Update Rollup 7 or later, you need not reinstall any of the individual CRM Update Rollups that preceded CRM Update Rollup 7. Instead, reinstall CRM Update Rollup 7 and then reinstall the latest CRM Update Rollup (such as CRM Update Rollup 9) that had been installed before you attempted to upgrade the E-mail Router. 4. Stop the E-mail Router service. For more information, see "To stop a service," in this guide. 5. Copy the backed-up files to the installation location of Microsoft Dynamics CRM 4.0 E-mail Router. (This might be the original installation location: <drive>:\Program Files\Microsoft CRM Email\Service.) 6. Start the E-mail Router service. For more information, see "To start a service," in this guide.

Upgrade the E-mail Router to Microsoft Dynamics CRM 2011

To upgrade the E-mail Router on a server named EXBE01
1. Meet the E-mail Router requirements specified in Microsoft Dynamics CRM E-mail Router hardware requirements and in Microsoft Dynamics CRM E-mail Router software requirements. 2. Log on to EXBE01 as a Domain User with Local Administrator privileges. 3. Obtain and run the appropriate installation files.
To install from a network or from a DVD: Open the appropriate installation folder

(EmailRouter\amd64 or EmailRouter\i386) and then run the SetupEmailRouter.exe file. (To install on a 64-bit computer, use the Setup file in the EmailRouter\amd64 folder; to install on a 32-bit computer, use the Setup file in the EmailRouter\i386 folder.)

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Chapter 3: Microsoft Dynamics CRM E-mail Router Installation Instructions To install from the Web, open the download page (Microsoft Dynamics CRM 2011

(http://go.microsoft.com/fwlink/?LinkId=202466)) and then download and run the executable file. Note The download site may present you with a choice of executable files. If you are installing on a 64-bit computer, choose a file with a name such as DynamicsCRMEmail_1033_amd64.exe. For a 32-bit computer, the file name is similar to DynamicsCRMEmail_1033_i386.exe. 4. If a Security Warning dialog box appears, click Run. 5. On the Welcome to Microsoft Dynamics CRM 2011 E-mail Router setup page, select whether you want to update E-mail Router setup. We recommend that you click Get updates for Microsoft Dynamics CRM. Then, click Next. 6. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept. 7. On the Select Router Components page, click Next. 8. The System Checks page appears. This page is a summary of all system requirements for a successful E-mail Router installation. Verification errors must be corrected before the 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 no verification errors remain, click Next. 9. The Ready to Upgrade page appears. Review the installation selections that you have made. Click Back to change your selections, or Upgrade to upgrade the E-mail Router now. 10. After E-mail Router Setup is finished, click Finish. Your configuration settings from the previous installation have been retained. To change configuration settings, run the E-mail Router Configuration Manager. For more information, see Configure the E-mail Router" in this guide.

Configure the E-mail Router

After the E-mail Router has been installed, you can configure several aspects of it. Some of these configuration tasks are mandatory. Others are optional in that you use them to enable specific functionality: Configuration Task 1: Set up profiles and (optionally) set up deployments, by using the E-mail Router Configuration Manager. For more information, see "E-mail Router Configuration Manager," in this guide. Configuration Task 2: Microsoft Dynamics CRM users must have their incoming e-mail access type set to E-mail Router. For more information, see "Set e-mail access type," in this guide. Configuration Task 3: (Optional) As part of configuration, you can deploy rules. For more information, see "Deploy Inbox Rules," in this guide. Configuration Task 4: (Optional) As part of configuration, you can set up a forward mailbox. For more information, see "Set up a Forward Mailbox," in this guide.

E-mail Router Configuration Manager

The E-mail Router Configuration Manager is a tool that you use to configure the E-mail Router. The E-mail Router Configuration Manager is installed with the E-mail Router and can be run after the E-mail Router Setup is completed. The 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 the 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 configure these options:

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Incoming Configuration. The E-mail Router supports Exchange Server 2003, Exchange Server 2007, Microsoft Exchange Server 2010, Exchange Online, or POP3 e-mail systems for incoming e-mail messages. Outgoing Configuration. Microsoft Dynamics CRM supports only Exchange Online or SMTP e-mail systems for outgoing e-mail messages. Mailbox Monitoring method. On the record for each user or queue, you can configure the following mailbox monitoring methods:
Forward Mailbox. If you specify Forward Mailbox for any users or queues, you must create a

forward mailbox and configure it by using the E-mail Router Configuration Manager. The E-mail Router will use the forward mailbox to process e-mail messages. Then, for each Microsoft Dynamics CRM user or queue that will receive e-mail messages, you must create a rule for the user, or queue, by running the Rule Deployment Wizard.
E-mail Router. If your e-mail system does not allow rules that can cause e-mail messages to be

forwarded as attachments, you must configure each user to use the E-mail Router setting. If you are using Exchange Server, we recommend that you use a Forward Mailbox. For more information about E-mail Router options, see "Planning Deployment" in the Microsoft Dynamics CRM 2011 Planning Guide. Also see the E-mail Router Configuration Manager Help, which you can open by clicking Help on the Configuration Profiles or Deployments tab in the E-mail Router Configuration Manager. 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 Microsoft Dynamics CRM E-mail Router Configuration Manager.

Configuration profiles
You must configure at least one incoming e-mail profile and one outgoing e-mail profile to enable the E-mail Router to route e-mail to and from your Microsoft Dynamics CRM organization. Depending on the complexity of your organizations e-mail system, you may have to create multiple incoming and outgoing configuration profiles. For example, if your organization requires incoming E-mail Router services for multiple e-mail servers, you must create one incoming configuration profile for each e-mail server. Important Due to performance throttling when accessing Exchange Online, the E-mail Router should not be configured to use Microsoft Exchange Server On-Premises or POP3 accounts when a profile is also configured for Exchange Online. If you must communicate with both Exchange Online and an Exchange Server On-Premises or POP3 e-mail server, you can do so by using multiple instances of the E-mail Router (you can install only one instance of the E-mail Router on a computer). Connecting to Exchange Server On-Premises and POP3 e-mail servers by using multiple profiles from the same E-mail Router instance is supported. Authentication types You must specify the kind of authentication the E-mail Router will use for each incoming and outgoing e-mail profile. For Exchange Server, incoming profiles support Windows authentication only. For POP3-compliant servers, incoming profiles support NTLM (NT LAN Manager) and clear text authentication. Tip You can configure the E-mail Router to use POP3 protocol with Exchange Server. For information about how to enable POP3, see the Exchange Server documentation.

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Important Clear text authentication transmits unencrypted user names and passwords. If you use clear text authentication, we recommend that you do this only with Secure Sockets Layer (SSL). Select the Use SSL and set the Network Port field (on the Advanced tab) to a value that is appropriate for your environment. (If you specify Exchange Online, the Use SSL option is not available because you can connect to Exchange Online only over an https connection.) Verify your POP3 server requirements with your e-mail administrator. Outgoing (SMTP) profiles support Windows authentication, Clear Text, and Anonymous authentication types. Note Anonymous SMTP is valid only for internal, non-Internet-facing SMTP servers. Many SMTP servers do not support Anonymous authentication. To ensure uninterrupted e-mail flow from the E-mail Router, verify your SMTP server requirements with your e-mail administrator. Access credentials Depending on how you set the other configuration profile options, the following options are available for specifying the user name and password that the E-mail Router will use to access each mailbox that the profile serves. Important If you use access credentials that are valid for the e-mail server but not for a particular mailbox, a "401 access denied" error is generated when you test access. Incoming profiles support the following access credentials: Local System Account. This option requires a machine trust between the computer where the E-mail Router is running and the computer where Microsoft Exchange Server is running. For incoming profiles, this option is available only for Exchange Server (not for other POP3 compliant e-mail servers). User specified. This option requires that each user enter their user name and password in the Set Personal Options dialog box (available in the Workplace section of the Microsoft Dynamics CRM Web client). This enables the E-mail Router to monitor mailboxes by using each user's access credentials. When users change their domain password, for example, when it expires, they must update their password in Microsoft Dynamics CRM so that the E-mail Router can continue to monitor their mailbox. This option is available only in the on-premises version of the product. Other specified. Select this option if you want the E-mail Router to authenticate by using the credentials of a specified user. The specified user must have full access to all the mailboxes that the incoming profile will serve. To specify multiple sets of access credentials, you must create a separate configuration profile for each specified user. Local System Account. This option requires a machine trust between the computer where the E-mail Router is running and the computer where Microsoft Exchange Server is running. For more information, see Securing Exchange Server and Outlook in the Microsoft Dynamics CRM Installing Guide. For outgoing profiles, this is the only option available if you select the Anonymous authentication type. Other specified. This option enables the administrator to configure the E-mail Router to send e-mail messages on each user's behalf by using the access credentials of a specified user account that has full access to all the mailboxes that the outgoing profile will serve.

Outgoing profiles support the following access credentials:

Deployments You can link a configuration profile of the E-mail Router to a Microsoft Dynamics CRM deployment. It is not mandatory, but doing so provides the benefit of assigning the configuration profile to users for whom no other profile is assigned. Microsoft Dynamics CRM Server 2011 The value in this field must specify the Microsoft Dynamics CRM discovery service, followed by the organization name. For example, if the discovery service is running on the local computer and the Microsoft Dynamics CRM organization is MyOrg, you would enter http://discovery/MyOrg.
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For MyOrg, use the OrganizationUniqueName of your organization. The OrganizationUniqueName part of the URL must be spelled exactly as it appears in Microsoft Dynamics CRM. To determine the OrganizationUniqueName, start the Microsoft Dynamics CRM Web application as a user who has the System Customizer role. Click Settings and expand Customization. On the Customization page, click Developer Resources. The OrganizationUniqueName is displayed below the Organization Unique Name label. Important If you selected the Use SSL option, you must specify the https transport protocol instead of http. In that case, the value in this field would be https://discovery/MyOrg. If you are linking to a Microsoft Dynamics CRM Server 2011 that does not have the discovery server role installed, the value in this field must specify the URL for a Microsoft Dynamics CRM Server 2011 that has the discovery server role installed. By default the discovery role is installed with the platform role. For example, if MYOTHERSERVER is running the Discovery Service, you would enter a value of http://MYOTHERSERVER/MyOrg.

One deployment type at a time

There are two types of deployments. One type includes deployments to Microsoft Dynamics CRM Online only. The other type includes deployments to either My company or An online service provider. If you define multiple deployments for the E-mail Router, they must all be of the same type. That is, after you have created a deployment that uses one deployment type, any other deployments that you create must be of the same type. (To create a deployment of the other type, you must first delete all of the deployments that currently exist.)

Obtaining user e-mail credentials from Microsoft Dynamics CRM

In certain circumstances, the E-mail Router must obtain user credentials from Microsoft Dynamics CRM. However, Microsoft Dynamics CRM stores user names and passwords only when HTTPS has been selected as the protocol that the E-mail Router will use to access Microsoft Dynamics CRM. You can change this behavior so that Microsoft Dynamics CRM can store and distribute user names and passwords to the E-mail Router over HTTP. For more information, see the section HTTP Option in Keep user credentials secure (on page 46). Access Credentials You must specify the access credentials that the E-mail Router will use to log on to the Microsoft Dynamics CRM Server 2011. To use the Local System Account (available only if you select My company as the deployment type), either the E-mail Router must be installed on the same computer as the Microsoft Dynamics CRM Server 2011, or the computer where the E-mail Router is installed must be a member of the Active Directory PrivUserGroup security group. Tip The computer will already be added to the PrivUserGroup security group if you specified the Email Router computer during Microsoft Dynamics CRM Server 2011 Setup. 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: A name of the configuration profile, for display and reference. The direction of the configuration profile: incoming or outgoing. The e-mail transport type, such as Exchange or POP3 for incoming, and SMTP for outgoing.

You can also add or edit E-mail Router deployments. An E-mail Router deployment contains a URL to a Microsoft Dynamics CRM Server 2011 computer, one incoming configuration, and one outgoing configuration. In an E-mail Router deployment object, you specify the following components: A URL to the Microsoft Dynamics CRM Server 2011 computer (required). A default incoming configuration (optional).
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A default outgoing configuration (optional).

To specify additional operational settings for a new or existing configuration profile, click Advanced on the Email Router Configuration Manager dialog box. For more information about this tool, see the E-mail Router Configuration Manager Help.

Keep user credentials secure

If your organization uses the E-mail Router to send and receive messages on behalf of users or queues, you should increase security. You can do this either by using the HTTPS protocol or by enabling IPSec. Note This issue applies only to users of Microsoft Dynamics CRM (On-Premises Edition).

HTTPS option
In processing e-mail for a user or queue, the E-mail Router requires credentials for the user or queue. Those credentials can be entered in the Microsoft Dynamics CRM Web application in the Set Personal Options dialog box (for users) and in the Queues form (for queues). Microsoft Dynamics CRM stores these credentials in encrypted form in the CRM database. The E-mail Router uses a key stored in the CRM database to decrypt these credentials. The call that the E-mail Router makes to obtain this key enforces HTTPS. In Microsoft Dynamics CRM 2011, the E-mail Router functions this way by default, which means that you need not take any action to retain this behavior. However, if you do not want to use HTTPS, you must set a particular Windows registry key, as described in the following section.

HTTP option
If you do not want to use HTTPS, you must set a Windows registry key, as follows: 1. On the Microsoft Dynamics CRM Server 2011, check the value of the registry key DisableSecureDecryptionKey at the path HKLM\Software\Microsoft\MSCRM. If this registry key is present, set its value to 1. (If the key is not present or set to 0, calls from the E-mail Router to the Microsoft Dynamics CRM Server 2011 are made using HTTPS.) Setting the value of this key to 1 allows the E-mail Router to obtain information from the CRM database over the HTTP protocol. 2. If you changed the value of DisableSecureDecryptionKey, do the following on the Microsoft Dynamics CRM Server 2011: Restart Internet Information Services (IIS). To do this, click Start, click Run, type IISRESET, and then click OK. 3. (Recommended) Enable IPSec for all communications between the Microsoft Dynamics CRM Server 2011 and the E-mail Router computer. For more information about enabling IPSec, see IPSec (http://go.microsoft.com/fwlink/?LinkId=202487).

Managing certificates to use the E-mail Router with HTTPS

If you are running Dynamics CRM on HTTPS and one or more certificates is not signed by a certificate authority, do the following on the computer on which the E-mail Router is installed:
For the Dynamics CRM certificate

1. If the E-mail Router Service is configured to use the "LocalSystem" account, import the Dynamics CRM certificate into the trusted store of the local machine account of the computer on which the E-mail Router is installed. 2. If the E-mail Router service is configured to use any other specific user account, import the Dynamics CRM certificate into the trusted store of that user's account on the computer on which the E-mail Router is installed.
For any Exchange Server certificates

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1. If the E-mail Router Service is configured to use the "LocalSystem" account, import the Exchange Server certificate into the trusted store of the local machine account of the computer on which the Email Router is installed. 2. If the E-mail Router service is configured to use any other specific user account, import the Exchange Server certificate into the trusted store of that user's account on the computer on which the E-mail Router is installed.

Set e-mail access type

Before a user can send and receive e-mail messages that will be tracked in Microsoft Dynamics CRM, you must change the e-mail access type that is set for that user, as described in the following procedure.

To set the e-mail access type

1. Open the Microsoft Dynamics CRM Web application. 2. In the Navigation Pane, click Settings. 3. Under System, click Administration. 4. In the Administration area, click Users. 5. Find the user whose settings you want to edit. You may need to navigate to a different page. 6. Click the name of the user, or select the user and then click Edit. The User form opens. You can edit the messaging options in the E-mail Access Configuration section. Note By default, Microsoft Dynamics CRM sets both the incoming e-mail access type and the outgoing e-mail access type to "Microsoft Dynamics CRM for Outlook." 7. For each user of the Microsoft Dynamics CRM Web application whose mail will be routed by the E-mail Router, you must change the incoming type to E-mail Router or to Forward Mailbox, and the outgoing type to E-mail Router.

Connect the E-mail Router to Microsoft Dynamics CRM Online

Set the E-mail Router to work with Microsoft Dynamics CRM Online
1. Start the E-mail Router Configuration Manager. 2. Click the Deployments tab. 3. Click New to create a new deployment. 4. Make sure that the Deployment option is set to Microsoft Dynamics CRM Online. If the Microsoft Dynamics CRM Online option is not available, delete the existing deployments as explained in the following note: Note There are two types of deployments. One type includes deployments to Microsoft Dynamics CRM Online only. The other type includes deployments to either My company or An online service provider. If you define multiple deployments for the E-mail Router, they must all be of the same type. That is, after you have created a deployment that uses one deployment type, any other deployments that you create must be of the same type. (To create a deployment of the other type, you must first delete all of the deployments that currently exist.) 1. Enter the rest of the information required to define the deployment and then click OK to finish.

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Deploy Inbox Rules

An important part of routing e-mail messages to your Microsoft Dynamics CRM system is the placement of an Microsoft 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 user to the Microsoft Dynamics CRM system mailbox. From the Microsoft Dynamics CRM system mailbox, the 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, 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 deploy rules only to Exchange Server mailboxes. You cannot use the Rule Deployment Wizard to deploy rules to POP3 e-mail servers. Note For information about installing the Rule Deployment Wizard, see Install E-mail Router and Rule Deployment Wizard in this guide. If you chose 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, you must: Be logged on as a Microsoft Dynamics CRM user with a security role. (Users can be in restricted access mode). Be a local administrator on the computer where the wizard is running. Have Exchange Server administrative permissions. To deploy rules to the mailbox of a Microsoft Dynamics CRM user, the person running the Rule Deployment Wizard must have Exchange Server administrative permissions for the mailbox. Use the Exchange System Manager and the Exchange Server delegation wizard to designate Exchange Server administrators. Or, make sure that the person running the Rule Deployment Wizard has full permissions on the Exchange Server mailbox store or storage group in which 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, you can create the rule manually. Note Before you can specify a forward mailbox in a rule, you must create a mailbox and designate it as a forward mailbox. For more information, see "Specify a Forward Mailbox" in the E-mail Router Configuration Manager Help.

To create the rule manually in Microsoft Office Outlook

1. On the Tools menu, click Rules and Alerts. (In Office 2010, on the Home tab, click Rules, and then click Manage Rules & Alerts.) The Rules and Alerts dialog box opens. 2. On the E-mail Rules tab, click New Rule. 3. Under Step 1: Select a template, in the Start from a blank rule section, click Apply rule on messages I receive, and then click Next. 4. Under Step 1: Select conditions, select where my name is in the To box, and then click Next.
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5. Under Step 1: Select actions, select forward it to people or public group as an attachment. 6. Under Step 2: Edit the rule description (click and underlined value), click people or public group. 7. Select the name of your E-mail Router forward mailbox, and then click OK. 8. Click Next two times. 9. Optionally, under Step 1: Specify a name for this rule, change the name of the rule. 10. Make sure that the Turn on this rule option is selected, and then click Finish. 11. Make sure that the rule is at the top of the list, and then click Apply.

Set up a forward mailbox

The forward mailbox is used as a collection box for e-mail messages that are transferred from each Microsoft Dynamics CRM users mailbox by a server-side rule. The forward mailbox must be dedicated to the E-mail Router system, and should not be used as a working mailbox by an individual user. Before you specify a forward mailbox, you must create or use an existing Exchange Server or POP3 mailbox that can be dedicated to processing e-mail messages that are tracked by Microsoft Dynamics CRM. After you specify the forward mailbox, you can run the Rule Deployment Wizard to deploy the rules that will be used to forward e-mail messages to the forward mailbox. Note If you specify a POP3 mailbox as the forward mailbox, you must manually deploy the rules. The Rule Deployment Wizard cannot deploy rules to a POP3 e-mail server. For information about how to deploy rules manually, see Create the rule manually, in this guide.

Specify or modify a forward mailbox

1. Make sure that you have a mailbox to dedicate as the forward mailbox. If you do not, see your messaging server documentation for information about how to create a mailbox. If you select Exchange Server as the incoming e-mail server type, you must log on to the mailbox by using an e-mail client such as Microsoft Office Outlook or Microsoft Office Outlook Web Access at least once to complete the creation of the mailbox. 2. Click the Users, Queues, and Forward Mailboxes tab, and then click Load Data. 3. When the list appears, click the Forward Mailboxes tab, and then click New. To change an existing forward mailbox, click Modify. 4. In the Forward Mailbox dialog box, complete the following boxes, and then click OK:
Name. Type a name for the forward mailbox. This will be used to display in the E-mail Router

Configuration Manager and the Rule Deployment Wizard.

E-mail Address. Type the e-mail address for the forward mailbox, such as

[email protected].
Incoming Configuration Profile. Select the incoming configuration profile to associate with the

forward mailbox. You can have multiple forward mailboxes that use different incoming configuration profiles. Note To delete e-mail messages in the forward mailbox after they have been processed by the E-mail Router, select the Delete messages in forward mailbox after processing option. 5. Click Publish. 6. Stop the Microsoft CRM Email Router service. To do this, on the Start menu, type services.msc, and then press ENTER; or click Run, type services.msc, and then press ENTER. Right-click the Microsoft CRM Email Router service, and then click Stop.

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7. Restart the Microsoft CRM Email Router service. To do this, in the services list, right-click Microsoft CRM Email Router, and then click Start. 8. Click OK, and then close the Services application.

Complete the forward mailbox

If you will use a forward mailbox to route e-mail messages, in Active Directory directory service, you must create the user and mailbox that will be used for the E-mail Router forward mailbox. Important You must log on to the forward mailbox at least one time before the E-mail Router can use it to process e-mail messages.

Install E-mail Router on multiple computers

You can deploy and run the Microsoft Dynamics CRM E-mail Router on multiple computers in a Microsoft cluster to provide high availability and failover functionality. In Windows Server 2003 this kind of server cluster is known as server clustering and in Windows Server 2008 it is known as failover clustering. Both of these server clustering technologies are supported with the E-mail Router. To implement the minimum configuration for a cluster with failover capabilities, you must have the following hardware and configuration: At least two nodes running Windows Server that support clustering. A common storage I/O technology between the nodes in the cluster, such as Parallel SCSI or Fibre Channel. The cluster configured in an active/passive manner.

To install and run the E-mail Router in a failover cluster environment, follow these steps in the order listed.

Step 1: Establish the cluster

To install and configure the cluster
1. Install the minimum configuration of a two-node cluster with a shared disk. 2. Configure the cluster as active/passive. The E-mail Router does not support an active/active cluster deployment. For more information, see Failover Clusters (http://go.microsoft.com/fwlink/?LinkId=147749) and Designing and Deploying Server Clusters (http://go.microsoft.com/fwlink/?LinkId=147750).

Step 2: Install the E-mail Router to the active primary node in the cluster
Install and configure the E-mail Router on the active primary node in the cluster
1. Run E-mail Router Setup on the active primary node in the cluster. Important You do not have to install the E-mail Router on a computer that is running Microsoft Exchange Server. We recommend that you install the E-mail Router as the only application on Windows Server 2003 or Windows Server 2008 computers in the cluster or in an existing cluster that is operating with a light load. Installing the E-mail Router on nodes operating in an active/active cluster, such as an Exchange Server active/active cluster, is not supported.

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2. Start the E-mail Router Configuration Manager on the first node and configure the E-mail Router. Verify that the E-mail Router is routing messages correctly. 3. Copy all E-mail Router application files to the common storage or shared hard disk. By default, the Email Router files are located at <drive:>\Program Files\Microsoft CRM Email. The following files must be located on the common storage or shared disk so that they can be moved to the secondary node in the event of a failover:
Microsoft.Crm.Tools.EmailAgent.Configuration.bin Microsoft.Crm.Tools.EmailAgent.SystemState.xml Microsoft.Crm.Tools.EmailAgent.xml Microsoft.Crm.Tools.Email.Management.config EncryptionKey.xml

Important The E-mail Router files should be manually secured on the common storage or shared disk. We recommend that you grant full control only to the service account running the E-mail Router service ("Microsoft CRM E-mail Router") and to those administrators who might have to update configuration files manually. 4. Update the following Windows registry subkey so that the E-mail Router will use the shared disk to load the E-mail Router settings: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\MSCRMEmail To do this, change the ImagePath value to point to the common storage or shared disk drive where the Email Router files were copied. 5. Restart the "Microsoft CRM Email Router" service. To do this, on the Start menu, type services.msc, and then press ENTER; or click Run, type services.msc, and then press ENTER. In the services list, right-click the "Microsoft CRM Email Router" service, and then click Start. Close the Services application.

Step 3: Install the E-mail Router to the passive node in the cluster
Install and configure the E-mail Router on the passive secondary node in the cluster
1. Run E-mail Router Setup on the second node in the cluster. Important Do not run the E-mail Router Configuration Manager and do not copy the files to the common storage or shared hard disk as described in "Step 2: Install the E-mail Router to the active primary node in the cluster". 2. Update the Windows registry subkey as in the previously performed steps on the primary node. Repeat these steps for each additional node in the cluster. Restart the "Microsoft CRM Email Router" service. To do this, on the Start menu, type services.msc, and then press ENTER; or click Run, type services.msc, and then press ENTER. In the services list, right-click the "Microsoft CRM Email Router" service, and then click Start. Close the Services application.

Step 4: Create the generic service resource for the cluster

To create a generic service resource for the cluster
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1. On each node in the cluster, start the Services MMC snap-in. In the list of services, right-click "Microsoft CRM Email Router," click Properties, and then set Startup type to Manual. Close the Services MMC snap-in. 2. Start Active Directory Users and Computers. Locate the PrivUserGroup {GUID} security group for the deployment. Add the computer accounts for each node in the cluster. Close Active Directory Users and Computers. 3. If you are using Windows Server 2003, start Cluster Administrator or, if you are using Windows Server 2008, start Failover Cluster Manager, and create a generic service resource. Use the following parameters:
Name: Create a descriptive name for the generic service resource, such as MSCRM E-mail Router. Resource type: Generic Service Group: Cluster Group Possible owners: Add all nodes in the cluster. Dependencies: If you are using Microsoft Exchange Server and you have installed the E-mail

Router on the Exchange Server (not recommended), add Microsoft Exchange Information Store. Important If you are using a shared drive for the cluster, you must create a dependency on the shared resource.
Service Name: Microsoft CRM Email Router Start Parameters: Leave blank. Use Network Name for Computer Name: Leave unchecked. Do not checkpoint any Registry keys.

1. Bring the resource online. If necessary, configure the resource properties, such as the failover policies. 2. Close Cluster Administrator or Failover Cluster Manager. For more information about how to create a generic service resource, see Checklist: Installing a Generic Service resource (http://go.microsoft.com/fwlink/?LinkId=147751).

Step 5: Verify and monitor the cluster

During a failover of node 1 (the primary node), node 2 (the secondary node) will become the primary node and the common storage or shared disk resources described in Step 2 will move from node 1 to node 2. To test for failover, start Cluster Administrator or Failover Cluster Manager and force a failover.

Troubleshooting E-mail Router issues

This section provides guidelines for troubleshooting issues that you might encounter as you deploy and configure the E-mail Router.

E-mail Router installation issues

This section provides troubleshooting guidelines and reference information about how to resolve issues that can occur during E-mail Router installation. Notes You can upgrade from the Microsoft Dynamics CRM 4.0 E-mail Router to the Microsoft Dynamics CRM 2011 E-mail Router without first needing to uninstall. Upgrading without uninstalling is supported only when moving from version 4.0 of the E-mail Router, but not when upgrade from versions earlier than 4.0.

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Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update (http://go.microsoft.com/fwlink/? LinkId=165705). You can also search for updates on the Microsoft Download Center (http://go.microsoft.com/fwlink/?linkid=202394). Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

To troubleshoot an E-mail Router installation

1. Verify that your operating environment meets all hardware and software requirements. For detailed requirements, see Microsoft Dynamics CRM E-mail Router hardware requirements and Microsoft Dynamics CRM E-mail Router software requirements in the latest version of the Planning Guide that is included in the Microsoft Dynamics CRM 2011 Implementation Guide. 2. Make sure that you follow the E-mail Router installation instructions in the section Microsoft Dynamics CRM E-mail Router Installation Instructions (on page 37), which can be found in the Installing Guide in the Microsoft Dynamics CRM 2011 Implementation Guide. For more information about installation limitations and known issues, see the E-mail Router Known Issues section in the Microsoft Dynamics CRM 2011 Readme (http://go.microsoft.com/fwlink/?LinkId=203144).

Logging (Email Router)

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 crm50emailroutersetup.log and is located in the C:\Documents and Settings\<user>\Application Data\Microsoft\MSCRM\Logs folder on the computer where the E-mail Router is installed.

Incoming e-mail configuration issues

This section provides troubleshooting guidelines and reference information about how to resolve some commonly encountered issues that can occur during E-mail Router incoming profile configuration.

To troubleshoot an E-mail Router incoming profile configuration

1. Make sure that you follow the incoming profile configuration procedures in the E-mail Router Configuration Manager Help. 2. For more information about how to configure an incoming profile, see the section Configure the E-mail Router (on page 42), which can be found in the Installing Guide in the Microsoft Dynamics CRM 2011 Implementation Guide. 3. See the following sections for information about how to resolve some commonly encountered issues with incoming configuration profiles.

Login timeout error

Symptom: When you click Test Access in the E-mail Router Configuration Manager, you receive the following HTTP error message: Incoming Status: Failure - The remote server returned an error: (440) Login Timeout This is typically caused by trying to use forms-based authentication instead of Windows authentication (the only supported authentication method). Resolution: Change the authentication mode to Windows authentication on the mailbox server. For more information, see Microsoft Knowledge Base (KB) article 954047 http://go.microsoft.com/fwlink/?LinkId=140398. Note Make sure that you point the incoming profile to the Exchange Server that has the mailbox server where the Exadmin and Exchange virtual directories are located.

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Unauthorized access to the mailbox

Symptom: When you click Test Access in the E-mail Router Configuration Manager, you receive the following HTTP error message: Incoming Status: Failure - The remote Microsoft Exchange e-mail server returned the error "(401) Unauthorized". Verify that you have permission to connect to the mailbox. Resolution: Verify the following: 1. Before you click Test Access, make sure that the user has logged on to the mailbox so that the mailbox is activated. 2. Make sure that you can receive e-mail messages in the mailbox. 3. In the Location section of the E-mail Router Configuration Profile dialog box, verify that the correct URL of the Exchange Server is entered. For example:
https://myexchangeserver https://www.myexchangeserver.local https://myexchangeserver/EWS/Exchange.asmx

Important Do not enter any additional characters at the end of the URL string, such as /OWA or /Exchange or even a / character. If you are using Secure Sockets Layer (SSL), be sure to use https in the URL instead of http. 4. Verify the settings in the Access Credentials section of the E-mail Router Configuration Manager incoming profile dialog box:
Make sure that the specified user has full access rights to the mailboxes that this incoming profile

will serve. To test this, log on to the computer that is running the E-mail Router by using the specified access credentials, or in Microsoft Internet Explorer, try to access the Outlook Web Access URL of the user that you are testing (for example, http://exchangeserver/Exchange/crmuser). For instructions about how to grant this access in Exchange Server 2003, see Microsoft TechNet article "How to Give a User Full Access to Another User's Mailbox http://go.microsoft.com/fwlink/? LinkId=142981". For instructions about granting this access in Exchange Server 2007, see Microsoft TechNet article "Add-MailboxPermission http://go.microsoft.com/fwlink/?LinkId=142983".
If you selected the User specified option in the Access Credentials drop-down list, make sure that

the users whose mailboxes this profile will serve have set their user name and password in the Set Personal Options dialog box (available in the Workplace section of the Microsoft Dynamics CRM Web application). This enables the E-mail Router to access mailboxes by using each user's access credentials. Note The User specified option is intended for use in scenarios where the E-mail Router is configured to monitor user mailboxes, instead of a forward mailbox. This option is available only in the on-premises version of the product.

Mailbox not found (access test fails)

Symptom: When you click Test Access in the E-mail Router Configuration Manager, you receive the following HTTP error message: Incoming Status: Failure - The remote Microsoft Exchange e-mail server returned an error "(404) Not Found". The user or queue does not have a mailbox. Create a mailbox and try again. Resolution: Depending on which version of Exchange Server you are using, perform one of the following procedures.
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For Exchange Server 2007

1. Connect to the Exchange Server where the mailbox is located. 2. Open Internet Information Services (IIS) Manager: Click Start, type inetmgr, and then press ENTER. 3. Verify the presence of the virtual directory (Exadmin or Exchange) that you are using to connect to the mailbox: a. Expand the default Web site. b. Verify that the Exadmin folder is present. If it is not, you will have to create it. For detailed information, see Microsoft KB Article 947802 http://go.microsoft.com/fwlink/?LinkId=142998. Note Another possible cause of this error is in the Microsoft Dynamics CRM user e-mail address information. In the Web application, verify that the user's e-mail address is set correctly.

For Exchange Server 2003

1. In the Web application, verify that the e-mail address logon information is the same as the users domain logon:
Example of correct configuration:

DomainName: DOMAIN\user1 E-mailAddress: [email protected]

Example of incorrect configuration:

DomainName: DOMAIN\user2 E-mailAddress: [email protected] 2. Make sure that the Microsoft Dynamics CRM user properties are set to use the correct e-mail address. 3. Run the E-mail Router Configuration Manager to configure an incoming profile and then publish the profile. 4. Stop the E-mail Router Configuration Manager service. For more information, see "To stop a service" later in this topic. 5. Open the Microsoft.Tools.Crm.EmailAgent.Xml file in a text editor such as Notepad. 6. At the top of the file, set ConfigUpdatePeriod = 0. 7. Modify each users incoming profile as follows: <EmailUser>DOMAIN\User2</EmailUser> <EmailPassword>{2A48C4DB-F2BFZ3g==@MkoEoFd1wvV8bY8UijX7VA==</EmailPassword> <EmailAddress>[email protected]</EmailAddress> Change only CRM.User to User2, as follows: <EmailAddress>[email protected]<EmailAddress> 8. Save the Microsoft.Tools.Crm.EmailAgent.Xml file. 9. Restart the E-mail Router Configuration Manager service. For more information, see "To start a service" later in this topic. Important Clicking Test Access in the E-mail Router Configuration Manager will not result in a successful test. This is because test access will get the information from the Microsoft Dynamics CRM server directly and not from the Microsoft.Tools.Crm.EmailAgent.Xml file. To verify that the Email Router is functioning correctly, you can monitor the trace and errors and send test e-mail messages.

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Note You may find the following procedures helpful when you work with services in the preceding procedures.

To start a service
1. On the Start menu, type services.msc, or click Run, type services.msc, and then press ENTER. 2. Right-click the service that you want to start, and then click Start. Click OK and then close the Services application.

To stop a service
1. On the Start menu, type services.msc, or click Run, type services.msc, and then press ENTER. 2. Right-click the service that you want to stop, and then click Stop. 3. Click OK and then close the Services application.

Mailbox not found (access test succeeds)

Symptom: When you click Test Access in the E-mail Router Configuration Manager, the test succeeds. However, you receive HTTP 404 errors in the application event log when the E-mail Router processes e-mail messages. Check the IIS logs for the following error: Request Filtering: Denied because URL doubled escaping 404.11 Resolution: Run the following command on the Exchange Web site to allow double escaping:

%windir%\system32\inetsrv\appcmd set config "Default Web Site" -section:system.webServer/security/requestfiltering -allowDoubleEscaping:true

For more information, see: IIS 7.0: Configure Request Filters in IIS 7.0 http://go.microsoft.com/fwlink/?LinkId=136512 How to Use Request Filtering http://go.microsoft.com/fwlink/?LinkId=85751

The E-mail Router service configuration parameter "EmailUser" is missing

Symptom: When you use the E-mail Router, you may experience one or more of the following issues: An error event is logged in the application log (Event Source: MSCRMEmail) with a description that states EmailUser" is missing. When you use the Test Access functionality in the E-mail Router Configuration Manager, you receive an error message that states Emailuser is missing.

This issue occurs because Microsoft Dynamics CRM is not configured to use your credentials to send and receive e-mail messages. Resolution: For information about how to resolve this issue, see KB article 947094 http://go.microsoft.com/fwlink/?LinkId=140396.

SSL/TLS error from E-mail Router Configuration Manager test access

Symptom: You run the E-mail Router to configure access to a mailbox. When you try to test access to the mailbox, you receive the following error message: Incoming Status: Failure - The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. The remote certificate is invalid according to the validation procedure. This issue occurs if you use self-signed certificates. The E-mail Router does not support self-signed certificates. Resolution: For information about how to resolve this issue, see KB article 954584 http://go.microsoft.com/fwlink/?LinkId=140403.
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POP3 issues Error connecting the E-mail Router a POP3 mailbox

Symptom: When you click Test Access in the E-mail Router Configuration Manager to test a profile that uses a POP3 mailbox, you receive the following error: Incoming Status: Failure An error occurred while executing POP3 command Command removed for security reasons. The server response was: -ERR authorization first. This error occurs because POP3 does not use NTLM authentication. Instead, POP3 uses Basic authentication (clear text). Resolution: For information about how to resolve this issue, see KB article 954046 http://go.microsoft.com/fwlink/?LinkId=140405.

Issues with using a POP3 e-mail account

Symptom: After you configure the E-mail Router to use a POP3 e-mail account, you may experience one or more of the following symptoms: After you read e-mail messages from the POP3 mailbox, the E-mail Router does not process these messages. When you try to open the POP3 mailbox by using an e-mail reader, or when the E-mail Router connects to the POP3 mailbox, you receive one of the following error messages:
The application cannot connect or open the mailbox. The mailbox is in use.

Resolution: For information about how to resolve this issue, see KB article 947059 http://go.microsoft.com/fwlink/?LinkId=140406.

Outgoing e-mail configuration issues

This section provides troubleshooting guidelines and information about resolving issues that can occur during E-mail Router outgoing profile configuration.

To troubleshoot an E-mail Router outgoing configuration profile

1. Make sure that you follow the outgoing configuration profile procedures in the E-mail Router Configuration Manager Help. 2. For more information about how to configure an outgoing profile, see the section Configure the E-mail Router (on page 42), which can be found in the Installing Guide in the Microsoft Dynamics CRM 2011 Implementation Guide. 3. See the following sections for information about how to resolve commonly encountered issues with outgoing configuration profiles.

Test Access error

If there is a problem with your outgoing e-mail configuration, you may receive the following error message when you click Test Access on the E-mail Router Configuration Manager: "Outgoing status: Failure - An error occurred while checking the connection to e-mail server EXSERVERNAME. The requested address is not valid in its context"

To troubleshoot test access

1. Run a telnet command to verify that connectivity is functioning between the computer that is running the E-mail Router and the Microsoft Exchange Server. For example, start the Telnet tool and type the following command: TELNET EXSERVERNAME PORT
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2. Make sure that you have no antivirus services running on the Exchange Server computer that prevent connection through port 25.

Load Data error

When you click Load Data in the E-mail Router Configuration Manager, you receive the following error: The E-mail Router Configuration Manager was unable to retrieve user and queue information from the Microsoft Dynamics CRM server. This may indicate that the Microsoft Dynamics CRM server is busy. Verify that URL 'http://OrganizationName' is correct. Additionally, this problem can occur if the specified access credentials are insufficient. To try again, click Load Data. (The request failed with HTTP status 404: Not Found.)

To resolve this issue

1. Make sure the user account that is running the E-mail Router Configuration Manager service is a member of the Active Directory directory service PrivUserGroup security group. 2. Make sure the account that is specified in the Access Credentials field on the General tab of the Email Router Configuration Manager is a Microsoft Dynamics CRM administrative user. If the access credentials are set to Local System Account, the computer account must be a member of the Active Directory PrivUserGroup security group. 3. Make sure that the URL of the Microsoft Dynamics CRM deployment is spelled correctly. The OrganizationUniqueName part of the URL must be spelled exactly as it appears in the Microsoft Dynamics CRM server. To determine the OrganizationUniqueName, start the Microsoft Dynamics CRM Web application as a user who has the System Customizer role. Click Settings, and then click Customizations. On the Customization page, click Developer Resources. The OrganizationUniqueName is displayed below the Organization Unique Name label.

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 has not been added to the PrivUserGroup security group. Note Perform the following steps on a computer that is a domain controller in the domain where you installed Microsoft Dynamics CRM Server 2011.

To resolve this issue

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. 4. 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.

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 the E-mail Router from functioning correctly.

Test Access error

If there is a problem with your outgoing email configuration, you may receive the following error message when you click Test Access on the E-mail Router Configuration Manager:
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"Outgoing status: Failure - An error occurred while checking the connection to e-mail server EXSERVERNAME. The requested address is not valid in its context"

To troubleshoot test access

1. Run a telnet command to verify that connectivity is functioning between the computer that is running the E-mail Router and the Microsoft Exchange Server. For example, start the Telnet tool and type the following command: TELNET EXSERVERNAME PORT 2. Make sure that there are no antivirus services or firewall services running on the server that is running Exchange Server that prevent connection through port 25. 3. For information about how to configure the SMTP server to allow relay messages from Microsoft Dynamics CRM, see Microsoft Knowledge Base article 915827 KB: The recipient does not receive an e-mail message when a Microsoft Dynamics CRM user sends an e-mail message by using the Microsoft Dynamics CRM Web client http://go.microsoft.com/fwlink/?LinkId=225486. Error message when you send an email message by using the Microsoft Dynamics CRM web application In addition, when you send an email message by using the Microsoft Dynamics CRM web application, you may receive an error message that resembles one of the following: This message has not yet been submitted for delivery. 1 attempts have been made so far. The message delivery failed. It must be resubmitted for any further processing.

For more information see Microsoft Knowledge Base article 915827 KB: The recipient does not receive an email message when a Microsoft Dynamics CRM user sends an e-mail message by using the Microsoft Dynamics CRM Web client http://go.microsoft.com/fwlink/?LinkId=225486 For more information about the test access feature, see "Test Access for Users, Queues, and Forward Mailboxes" in the E-mail Router Configuration Manager Help, as well as the following topics in the Installing Guide: Access credentials Incoming e-mail configuration issues Outgoing e-mail configuration issues

Send Us Your Feedback about This Chapter

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Chapter 4
Microsoft Dynamics CRM for Outlook Installation Instructions
Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Outlook as the Microsoft Dynamics CRM Web client. Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM users who need access to CRM data while they are using the familiar Outlook application. Note For information about how to plan Microsoft Dynamics CRM for Outlook deployments, see Planning Deployment in the Microsoft Dynamics CRM 2011 Planning Guide. For information about using Microsoft Group Policy to deploy Microsoft Dynamics CRM for Outlook, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Microsoft Dynamics CRM 2011 Planning Guide.

In This Chapter
Overview.........................................................................................................................60 Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed 61 Task 1: Install Microsoft Dynamics CRM for Outlook.......................................................61 Task 2: Configure Microsoft Dynamics CRM for Outlook.................................................62 Task 3: Configure user e-mail settings.............................................................................64 Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook...........................................................................................................................65 Troubleshooting installation and upgrade........................................................................68 Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007 (SCCM)..............................................................................70 Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server......................................73 Send Us Your Feedback about This Chapter...................................................................75

Overview
After you install and configure Microsoft Dynamics CRM for Outlook, an individual user can use it to access Microsoft Dynamics CRM data. If a computer is shared by several users (that is, each user has a separate logon account and is a valid Microsoft Dynamics CRM user), you must configure Microsoft Dynamics CRM for Outlook by running Microsoft Dynamics CRM for Outlook configuration for each user.

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Note To install, patch, or upgrade Microsoft Dynamics CRM for Outlook, you must have administrator permissions on the computer where you perform the installation, patching, or upgrade steps. The exception to this is when you install an update from Microsoft Update (http://go.microsoft.com/fwlink/?LinkId=165705), in which case administrator privileges are not required. You can install Microsoft Dynamics CRM for Outlook with offline capability. A user who has this capability installed can access Microsoft Dynamics CRM data when they are not connected to the LAN. You can add offline capability at either of the following times: During installation of Microsoft Dynamics CRM for Outlook. After installation has completed. In this case, a user can add offline capability by clicking Go Offline in Outlook. This starts the installation of additional required components and stores a copy of the users Microsoft Dynamics CRM data locally. Subsequent offline sessions require no additional installations, but may require updating the local copy of the users data. Note Although multiple users can share a computer that uses Microsoft Dynamics CRM for Outlook, only one user can go offline on that computer.

Installing on a computer that does not have Microsoft Dynamics CRM for Outlook installed
The main application interface of Microsoft Dynamics CRM for Outlook resides in Outlook. You can access it by using the Outlook shortcut bars, ribbon, and folder navigation. Installing Microsoft Dynamics CRM for Outlook also creates a toolbar in Outlook and a folder in the structure of the user's mailbox. To set up Microsoft Dynamics CRM for Outlook on a users computer, perform the following installation and configuration tasks: 1. Install Microsoft Dynamics CRM for Outlook. To complete this task, run the SetupClient.exe file in the appropriate folder on the installation media. For more information, see Task 1: Install Microsoft Dynamics CRM for Outlook (on page 61), in this guide. 2. Configure Microsoft Dynamics CRM for Outlook. To complete this task, run the Microsoft Dynamics CRM for Outlook Configuration Wizard. For more information, see Task 2: Configure Microsoft Dynamics CRM for Outlook (on page 62), in this guide. You can run the Configuration Wizard either right after the installation finishes or at a later time. Note The Configuration Wizard starts automatically the first time you run Outlook after you install Microsoft Dynamics CRM for Outlook. 3. Configure user e-mail settings. To complete this task, configure the incoming e-mail and outgoing email options for the user. You do this by using the User form in the Microsoft Dynamics CRM Web application. By default, Microsoft Dynamics CRM for Outlook is selected as both the incoming and outgoing e-mail access type. For more information, see Task 3: Configure user e-mail settings (on page 64), in this guide.

Task 1: Install Microsoft Dynamics CRM for Outlook

Use this procedure to install Microsoft Dynamics CRM for Outlook. You can add offline capability for the user either during this installation or at a later time. Note Running Microsoft Dynamics CRM for Outlook on a computer that is running Microsoft Exchange Server is not supported.

To install Microsoft Dynamics CRM for Outlook

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1. Meet the Microsoft Dynamics CRM for Outlook requirements specified in "Microsoft Dynamics CRM for Outlook hardware requirements" and "Microsoft Dynamics CRM for Outlook software requirements." 2. Log on to the computer as a user who has Local Administrator privileges. 3. Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update (http://go.microsoft.com/fwlink/?LinkId=165705). 4. Locate and run the appropriate installation file:
To install from a DVD, double-click SetupClient.exe in the installation folder for the architecture

(32-bit or 64-bit) of Microsoft Office that you have installed: ... \Client\amd64 for 64-bit ... \Client\i386 for 32-bit
To install from the Web, open the download page and then download and run the executable file

that matches the architecture of Microsoft Office that you have installed.
To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the

message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each. The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts. 5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next. 6. On the Get Recommended Updates page, indicate whether you want to obtain updates through Microsoft Update, and then click Next. Note Should Microsoft make improvements to Microsoft Dynamics CRM 2011 for Outlook, it will release them in a software update. If you choose Get Recommended Updates, you can have those updates installed on an automated basis. 7. Click either Install Now or Options.
To install Microsoft Dynamics CRM for Outlook with offline access, click Options, select Offline

Capability on the Customize Installation page, and then click Install Now.
To install Microsoft Dynamics CRM for Outlook without offline access, click Install Now.

Important If you do not install offline capability at this point, the user will initially have no offline capability. If you choose Install Now, the Outlook user can add offline capability later by clicking Go Offline in Outlook. The program features are installed and a progress indicator is displayed. You may be asked to restart your computer to complete the installation. 8. On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard, click Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After Microsoft Dynamics CRM for Outlook is installed, it must be configured. When you restart Outlook after you have installed Microsoft Dynamics CRM for Outlook, the Configuration Wizard starts automatically. Note If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook.

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If the Configuration Wizard does not start automatically, you can start it as described in the first procedure that follows. The second procedure gives information about how to use a script to configure multiple client computers.

To configure Microsoft Dynamics CRM for Outlook manually

1. Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook. 2. For Server URL, type the discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555. Note If you are configuring Microsoft Dynamics CRM for Outlook over the internet, use the discovery-service URL with this format: https://dev.crmserver.contoso.com. Check with your system administrator for the exact URL. 3. Click Test Connection. This populates the Organization Information list. Note If you see a message stating that there is an error communicating with Microsoft Dynamics CRM, you may have used credentials with insufficient permissions. Click Change to try authenticating as a user with higher permissions. 4. For Organization, select the Microsoft Dynamics CRM organization to which to connect, and then click OK. Note If you encounter a problem during this procedure, click View the log file to review information about the configuration. 5. You may be a member of more than one organization. In this case, you can restart the Configuration Wizard to designate a different organization as your current organization.

To configure Microsoft Dynamics CRM for Outlook using a script

1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>. In the following script, the default client configuation file is overwritten, previously configured organizations are removed, and the new organization is installed: copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml" "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" / q /xa "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" / q /i "C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml" Tips Consider running your script as a logon script, or forcing the script to run at a specific time, such as by using System Center Configuration Manager (SCCM). In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action.
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Example Default_Client_Config.xml file <Deployment> <DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl> <Organizations> <Organization IsPrimary='true'>Organization1</Organization> </Organizations> </Deployment> 1. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

Task 3: Configure user e-mail settings

The E-mail Router is not required to send and receive Microsoft Dynamics CRM e-mail messages. Instead of using the E-mail Router, you can use Microsoft Dynamics CRM for Outlook to perform the following tasks: Deliver received e-mail messages to Microsoft Dynamics CRM. Send e-mail messages that are generated from Microsoft Dynamics CRM. Notes By default, the incoming and outgoing e-mail access types for a user are set to Microsoft Dynamics CRM for Outlook. To enable the Microsoft Dynamics CRM for Outlook for a particular user, you must set the incoming and outgoing e-mail access types only if they have been changed from their default value. As part of e-mail configuration, you should verify e-mail 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 "Specify how your e-mail is tracked" in the Microsoft Dynamics CRM Help.

User and queue e-mail configuration

The e-mail messaging incoming and outgoing settings can be different for each user or queue. You configure these incoming and outgoing options on the User form.

To set the e-mail access type

1. Open the Microsoft Dynamics CRM Web application. 2. In the Navigation Pane, click Settings. 3. Under System, click Administration. 4. In the Administration area, click Users. 5. Find the user whose settings you want to edit. You may need to navigate to a different page. 6. Click the name of the user, or select the user and then click Edit. The User form opens. You can edit the messaging options in the E-mail Access Configuration section. Note By default, Microsoft Dynamics CRM sets both the incoming e-mail access type and the outgoing e-mail access type to "Microsoft Dynamics CRM for Outlook." 7. To enable Microsoft Dynamics CRM for Outlook for this user, select Microsoft Dynamics CRM for Outlook.

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Incoming e-mail messaging options

You can use the following incoming e-mail configurations when a user or a queue receives Microsoft Dynamics CRM e-mail messages: None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send e-mail messages. 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-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 you can use to process messages can be Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, Microsoft Exchange Server 2010, Exchange Online, or a POP3-compliant server. For more information, see the E-mail Router documentation. Forward Mailbox. To use this option, you must install the E-mail Router. This option requires a dedicated mailbox, which your administrator must create. 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. For more information, see Deploy inbox rules (on page 48) and Set up a forward mailbox in the Implementation Guide.

Outgoing e-mail messaging options

The following are the outgoing e-mail configurations that you can use when users or queues send Microsoft Dynamics CRM e-mail messages: None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send e-mail messages. 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. E-mail Router. This option sends Microsoft Dynamics CRM e-mail messages by 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.

Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook
Note about upgrading IFD from Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook
If the discovery-service URL or the organization URL changes during the upgrade of an Internet-facing deployment (IFD) from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0 for Outlook will not work. You must either reconfigure each instance of Microsoft Dynamics CRM 4.0 for Outlook (by using the Configuration Wizard, SCCM, or Group Policy), to point Microsoft Dynamics CRM 4.0 for Outlook to the new URL, or upgrade to Microsoft Dynamics CRM 2011 for Outlook. Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update (http://go.microsoft.com/fwlink/? LinkId=165705). You can also search for updates on the Microsoft Download Center (http://go.microsoft.com/fwlink/?linkid=202394). Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

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Notes about upgrading Microsoft Dynamics CRM for Outlook

The following procedures do not apply to moving between versions of Microsoft Dynamics CRM 2011 for Outlook. Do not use these upgrade procedures to update a computer that has an earlier version of Microsoft Dynamics CRM 2011 for Outlook installed: Base languages must match. To upgrade Microsoft Dynamics CRM for Outlook, the base language of Microsoft Dynamics CRM 2011 for Outlook must match the base language of Microsoft Dynamics CRM 4.0 for Outlook. Upgrade is required to continue offline access after server upgrade. After the Microsoft Dynamics CRM 4.0 Server in an organization has been upgraded to Microsoft Dynamics CRM 2011 Server, users must upgrade to Microsoft Dynamics CRM 2011 for Outlook to continue accessing data offline. For example, a particular user runs Microsoft Dynamics CRM 4.0 for Outlook and accesses data offline. This user's organization is upgraded from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011. Although there now exists a client-server mismatch, the user can still connect to the server and can still access data online. However, to go offline again, the user must upgrade to Microsoft Dynamics CRM 2011 for Outlook.

Cross-architecture upgrade of Microsoft Dynamics CRM for Outlook

If you intend to change to a different architecture (move from 32-bit to 64-bit or vice versa) while upgrading, note the following: In-place cross-architecture upgrade is not supported. Microsoft Dynamics CRM 4.0 for Outlook was available only in a 32-bit architecture. If you are running Microsoft Dynamics CRM 4.0 for Outlook, you can perform an in-place upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook. This also applies to Office 2010: If you are running and intend to retain 32-bit Office 2010, you can upgrade only to 32-bit Microsoft Dynamics CRM 2011 for Outlook. Cross-architecture upgrade requires uninstalling and reinstalling. To change from a 32-bit architecture to a 64-bit architecture, perform the following steps in the order listed: 1. Uninstall Microsoft Dynamics CRM 4.0 for Outlook. 2. Uninstall Microsoft Office. 3. Install a 64-bit edition of Microsoft Office. 4. Install the 64-bit edition of Microsoft Dynamics CRM 2011 for Outlook. For more information about installing Microsoft Dynamics CRM 2011 for Outlook, see "Task 1: Install Microsoft Dynamics CRM for Outlook", earlier in this guide.

Task 1: Install Microsoft Dynamics CRM 2011 for Outlook

Follow this procedure to install Microsoft Dynamics CRM 2011 for Outlook on a computer that has Microsoft Dynamics CRM 4.0 for Outlook installed. Note These steps describe an in-place upgrade. To know whether an in-place upgrade is possible in your situation, see "Upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook," earlier in this guide.

To upgrade Microsoft Dynamics CRM 4.0 for Outlook to Microsoft Dynamics CRM 2011 for Outlook
1. Meet the Microsoft Dynamics CRM for Outlook requirements specified in "Microsoft Dynamics CRM for Outlook hardware requirements" and "Microsoft Dynamics CRM for Outlook software requirements." 2. Log on to the computer as a user who has Local Administrator privileges. 3. Best practice: Make sure that all Microsoft Office security updates are installed. To verify, visit Microsoft Update (http://go.microsoft.com/fwlink/?LinkId=165705).
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4. Locate and run the appropriate installation file:

To install from a DVD, double-click the SetupClient.exe file in the ... \Client\i386 installation folder. To install from the Web, open the download page and then download and run the executable file for

32-bit Microsoft Office.

To install from the Microsoft Dynamics CRM user interface, click Get CRM for Outlook on the

message bar. If you see one or more dialog boxes entitled Security Warning, click Run in each. The Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard starts. 5. On the License Agreement page, review the information. If you accept the license agreement, select I accept the license agreement, and then click Next. 6. On the Upgrade page, click Upgrade Now. 7. Setup stores your configuration information, installs the program features, and displays a progress indicator. Your configuration information is reapplied in the new installation. 8. On the completion page of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Setup wizard, click Close.

Task 2: Configure Microsoft Dynamics CRM for Outlook

After the upgrade from Microsoft Dynamics CRM 4.0 for Outlook, Microsoft Dynamics CRM for Outlook attempts to use the configuration information that was used by Microsoft Dynamics CRM 4.0 for Outlook. If the configuration information is correct, this re-use will succeed and you will need to take no action. However, Microsoft Dynamics CRM for Outlook must be reconfigured if the old configuration details no longer apply. When the user restarts Outlook after the installation of Microsoft Dynamics CRM for Outlook, you will know that reconfiguration is necessary if the Configuration Wizard automatically starts. It does so if either of the following is true: The Microsoft Dynamics CRM Server 2011 to which the Microsoft Dynamics CRM for Outlook connects has changed. The user's installation of Microsoft Dynamics CRM 4.0 for Outlook was not completely configured. Note If you do not want to configure Microsoft Dynamics CRM for Outlook immediately after you install it, click Cancel on the Configure Organization page of the wizard. A Configure Microsoft Dynamics CRM for Outlook button then appears on the Outlook toolbar and will remain there until you configure Microsoft Dynamics CRM for Outlook. If the Configuration Wizard does not start automatically, you can start it as described in the first procedure that follows. The second procedure gives information about how to use a script to configure multiple client computers.

To configure Microsoft Dynamics CRM for Outlook manually

1. Start the Configuration Wizard: Click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Configuration Wizard. Alternatively, click Configure Microsoft Dynamics CRM for Outlook on the CRM tab in Outlook. 2. For Server URL, type the discovery-service URL for Microsoft Dynamics CRM in the format http://crmserver or http://crmserver:5555. Note If you are configuring Microsoft Dynamics CRM for Outlook over the internet, use the discovery-service URL with this format: https://dev.crmserver.contoso.com. Check with your system administrator for the exact URL. 3. Click Test Connection. This populates the Organization Information list.
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Note If you see a message stating that there is an error communicating with Microsoft Dynamics CRM, you may have used credentials with insufficient permissions. Click Change to try authenticating as a user with higher permissions. 4. For Organization, select the Microsoft Dynamics CRM organization to which to connect, and then click OK. Note If you encounter a problem during this procedure, click View the log file to review information about the configuration. 5. You may be a member of more than one organization. In this case, you can restart the Configuration Wizard to designate a different organization as your current organization.

To configure Microsoft Dynamics CRM for Outlook using a script

1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>. In the following script, the default client configuation file is overwritten, previously configured organizations are removed, and the new organization is installed: copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml" "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" / q /xa "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" / q /i "C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml" Tips Consider running your script as a logon script, or forcing the script to run at a specific time, such as by using System Center Configuration Manager (SCCM). In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action. Example Default_Client_Config.xml file <Deployment> <DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl> <Organizations> <Organization IsPrimary='true'>Organization1</Organization> </Organizations> </Deployment> 1. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

Troubleshooting installation and upgrade

This section describes how to troubleshoot installation and upgrade issues.
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Log files
When you install and configure Microsoft Dynamics CRM for Outlook, the system creates log files that you can use for troubleshooting. By default, the location of the Setup log files (including crm50setup.log and the Microsoft.Crm.Application.Hoster log file), where User is the account of the user who ran Setup, is as follows: Windows XP: SystemDrive:\Documents and Settings\<User>\Application Data\Microsoft\MSCRM\Logs\ Windows Vista: SystemDrive:\Users\<User>\AppData\Roaming\Microsoft\MSCRM\Logs\ Windows 7: SystemDrive:\Users\<User>\AppData\Roaming\Microsoft\MSCRM\Logs\

By default, the location of the configuration log files (including crm50clientconfig.log), where User is the account of the user who ran Configuration Wizard, is as follows: Windows XP: SystemDrive:\Documents and Settings\<User>\Local Settings\Application Data\Microsoft\MSCRM\Logs\ Windows Vista: SystemDrive:\Users\<User>\AppData\Local\Microsoft\MSCRM\Logs Windows 7: SystemDrive:\Users\<User>\AppData\Roaming\Microsoft\MSCRM\Logs\

Event Viewer
To access event logging information for Microsoft Dynamics CRM for Outlook, you open Event Viewer from the client computer where Microsoft Dynamics CRM for Outlook is installed, and then view the entries in the Application log. To view the Application log in Event Viewer on Windows Vista or Windows 7 1. On the computer where Microsoft Dynamics CRM for Outlook is installed, start Event Viewer. 2. In the navigation pane, expand Windows Logs and then click Application. 3. To make it easier to locate events that apply to Microsoft Dynamics CRM for Outlook, use Create Custom View or Filter Current Log and then sort by applying the following Event sources:
MSCRM* (such as MSCRMAddin, MSCRMAddressBook, etc.)

MSSQL$CRM

Disable the CRM for Outlook button on the Web application

By default, if a user does not have Microsoft Dynamics CRM for Outlook installed and configured, the Microsoft Dynamics CRM Web application displays a Get CRM for Outlook button on the message bar. This button provides a link for users to download Microsoft Dynamics CRM for Outlook. If you do not want users to have this capability, you can remove the button.

To remove the Get CRM for Outlook button from the Microsoft Dynamics CRM Web application
1. With a security role that has read and write permissions (for example, the System Administrator role), start the Microsoft Dynamics CRM Web application. 2. Click Settings. 3. Under System, click Administration. 4. Click System Settings. The System Settings dialog box appears. 5. Click the Outlook tab. 6. Set the value for Outlook client is advertised to users in the Message Bar to No.

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Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007 (SCCM)
Microsoft System Center Configuration Manager 2007 (SCCM) is a tool that administrators can use to distribute software to users computers. SCCM is one way to distribute Microsoft Dynamics CRM 2011 for Outlook to users in an organization.

Prerequisites

Prepare SCCM
You can perform the following procedures only if your organization has a working SCCM implementation. Also, software distribution for SCCM must be enabled for clients in your network. For more information, see Configuration Manager Documentation Library (http://go.microsoft.com/fwlink/?LinkId=203143).

Distribute prerequisite software for Microsoft Dynamics CRM for Outlook

Use one of the following methods to distribute the prerequisite software required by Microsoft Dynamics CRM for Outlook: Use SCCM to distribute the prerequisite software. This helps avoid computer restarts during Microsoft Dynamics CRM client setup. Propagate the prerequisite software to a central file share along with the Microsoft Dynamics CRM installation files. Then, let Microsoft Dynamics CRM setup perform the installation. It will, when required, restart client computers.

For more information, see Configuration Manager Documentation Library (http://go.microsoft.com/fwlink/? LinkId=203143).

Use SCCM to distribute Microsoft Dynamics CRM for Outlook

In the following procedures, you use System Center Configuration Manager (SCCM) to create and distribute a distribution package. This package will contain files and settings that will install Microsoft Dynamics CRM for Outlook and can be customized with configuration information that will allow users to begin using Microsoft Dynamics CRM immediately. Important The following procedures describe an example of a way to install Microsoft Dynamics CRM 2011 for Outlook by using SCCM. The file names, installation options, and other settings given here depict one way but not the only way to accomplish this task. Other choices might be more appropriate for other system configurations. For more information about the settings that SCCM makes available, see the Help system that is built into SCCM. Also see the online documentation for SCCM, in particular the section SCCM Wizard Pages (http://go.microsoft.com/fwlink/?LinkId=202629). Note The following procedures use a SCCM client called "SCCM_CLIENT1."

Part 1: Start the Distribute Software to Collection Wizard

To create a distribution package
1. Open the System Center Configuration Manager (SCCM) console. This console is where you control SCCM by setting up client agents, network addresses, boundaries, and so on. 2. In the navigation pane, expand Computer Management, and then expand Collections.
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Note A collection is a logical grouping of computers. This grouping can represent, for example, the set of computers onto which you intend to distribute Microsoft Dynamics CRM for Outlook. 3. Under Collections, right-click the client System: SCCM_CLIENT1, point to Distribute, and click Software. The Distribute Software to Collection Wizard starts. In this wizard, you complete all the steps needed to create a software package and distribute it to clients. 4. On the Welcome page, click Next. 5. On the Package page, click Create a new package and program without a definition file, and then click Next. 6. On the Package Identification page, type a name for the package. In this example, for Name, type CRM Client for Outlook. 7. Type the following values into the remaining fields on the Package Identification page:
Version: 5.0 Publisher: Microsoft Language: 1033 Comment: Outlook Client Distribution Package

8. Click Next. 9. On the Source Files page, click Create a compressed version of the source files, and then click Next. 10. On the Source File Compression page, indicate where SCCM is to find the source files for Microsoft Dynamics CRM for Outlook so that it can place them in a package. First, under Source directory location, select Network path (UNC name) or Local drive on site server. Then, under Source directory, indicate the actual path to the Microsoft Dynamics CRM for Outlook source files. Click Next. 11. Continue with Part 2: Complete the Distribute Software to Collection Wizard (see "Part 2: Continue the Distribute Software to Collection Wizard" on page 71).

Part 2: Continue the Distribute Software to Collection Wizard

Note This procedure continues from Part 1: Start the Distribute Software to Collection Wizard (on page 70). 1. On the Distribution Points page, select one or more points from which the package will be distributed. In a large organization, especially if it is geographically dispersed, you may want to use multiple distribution points. In a small organization, a single distribution point may be enough. Under Distribution points, select one or more distribution points, and then click Next. 2. On the Program Identification page, indicate the action that SCCM should take to install the package. For Name, type SetupClient. 3. Click Browse, and then navigate to the setup location that you indicated on the Source File Compression page. Select the executable file that installs Microsoft Dynamics CRM for Outlook (SetupClient.exe), and then click Open. The name of this executable file displays in the Command line field. 4. (Optional) Add command-line options to the SetupClient.exe command. The following are examples that you may want to consider:
Type /q to specify a "quiet" installation, namely one that requires no interaction with the user on

whose computer Microsoft Dynamics CRM for Outlook is being installed.

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Outlook. If you omit this option, Microsoft Dynamics CRM for Outlook is installed to the default folder,drive:\Program Files\Microsoft Dynamics CRM\Client or drive:\Program Files (x86)\Microsoft Dynamics CRM\Client.
Type /l drive:\<folder name>\<file name> to indicate the name and folder of a log file in which to

record setup events. You can use this log file to troubleshoot installation issues. In this distribution package example, we use the following command line: SetupClient.exe /q /l c:\sms.log 5. (Optional) For Comment, add notes that SCCM administrators may need to read. 6. If applicable, for Category, select a custom category, and then click Next. In SCCM, categories are properties by which users can filter software to more easily find distribution packages that meet their needs. For example, you could classify Microsoft Dynamics CRM for Outlook as an example of the type "customer-relationship management." 7. Continue with Part 3: Complete the Distribute Software to Collection Wizard (on page 72).

Part 3: Complete the Distribute Software to Collection Wizard

Note This procedure continues from Part 2: Continue the Distribute Software to Collection Wizard (on page 71). 1. On the Program Properties page, specify how you want the installation program to run. For Program can run, select Whether or not a user is logged on. 2. For After running, select No action required, and click Next. Note A particular software installation might require a computer restart, but it might not enforce the restart. In this case, you could have SCCM cause the restart by selecting ConfigMgr restarts computer (or Program restarts computer). You could also schedule the restart to occur at a time of day when users are not expected to be working. 3. On the Advertise Program page, select Yes, and then click Next. 4. On the Select Program page, make sure that SetupClient is selected under Programs, and then click Next. 5. On the Advertisement Name page, the Name of the advertisement is shown as CRM Client for Outlook SetupClient to System : SCCM_CLIENT1. For Comment, you can add text to remind you, for example, of the purpose of the software distribution, so that you can more easily identify it later. Click Next. 6. On the Advertisement Subcollection page, select Advertise the program to members of the collection and its subcollections, and then click Next. 7. On the Advertisement Schedule page, specify when you want the installation to take place. You could, for example, specify that installations can take place only during "maintenance windows," or times that the technical staff has set aside for preventive maintenance that might cause a disruption of service. For Advertise the program after, input a date and time. 8. Select No, this advertisement never expires. 9. (Optional) Clear the check box for Download content from unprotected distribution point and run locally. Then, click Next. 10. On the Assign Program page, click Yes, assign the program. This choice makes it mandatory for users to install the programin this case, Microsoft Dynamics CRM for Outlook. 11. On the Summary page, click Next. SCCM creates the distribution package.
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12. On the Wizard Completed page, click Close. 13. Continue with Inspect the distribution package (on page 73).

Inspect the distribution package

Notes This procedure follows from Part 3: Complete the Distribute Software to Collection Wizard (on page 72). This procedure is optional. After you complete the steps in the preceding procedure, the new distribution package exists. Next, you can inspect the distribution package to make sure that it is ready to be propagated and used.

To inspect the distribution package

1. In the navigation pane of the SCCM console, under Computer Management, expand Software Distribution, and then expand Packages. The Microsoft CRM Client for Outlook package displays in the Packages pane. 2. In the navigation pane, expand Microsoft CRM Client for Outlook, and then click Distribution Points. 3. In the Distribution Points pane, make sure that at least one distribution point is displayed. 4. In the navigation pane, expand the Package Status node, and within it, the other Package Status node. This displays information about each package for each site to which the package is targeted. 5. In the interior Package Status folder, click the name of a distribution point. The distribution point and its contents display in the main pane of the SCCM console. 6. You can now determine whether a deployment package has been successfully provisioned on the distribution point. If, for example, the value in the State column is Install Pending, the propagation of the distribution package has not yet occurred. You might need to wait a few minutes for provisioning to complete. 7. After the State of the package has changed to Installed, the distribution package has been propagated, which means it can be used to install software on client computers. 8. In the navigation pane of the SCCM console, click Advertisements. 9. Right-click the advertisement listed in the Advertisements pane, and then click Properties. Make sure that the values shown for Package, Program, and Schedule are correct. 10. (Optional) Check that the values shown on the other tabs of the Properties dialog box are correct.

Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server
This section describes installing Microsoft Dynamics CRM for Outlook with roaming user profiles,Windows Server Remote Desktop Services, or Citrix Presentation Server.

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Important Microsoft Dynamics CRM for Outlook with Offline Access is not supported for installation with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server. If you are using Microsoft Dynamics CRM for Outlook with roaming user profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server, you should install Microsoft Dynamics CRM for Outlook from the command prompt and include the parameter disableofflinecapability. This will remove the offline button from the Microsoft Dynamics CRM for Outlook user interface. For instructions about how to install Microsoft Dynamics CRM for Outlook from the command line, see Install Microsoft Dynamics CRM for Outlook .

Roaming User Profiles

A roaming user profile is a copy of the local user profile that is copied to, and stored on, a server share. This profile is downloaded to each computer a user logs onto on a network. Changes made to a roaming user profile are synchronized with the server copy of the profile when the user logs off. The advantage of roaming user profiles is that users do not need to create a profile on each computer they use on a network. While the roaming user profile moves with the user, software applications, like Microsoft Dynamics CRM for Outlook do not. Identical applications need to be installed on each computer that the user roams to.

Windows Server Remote Desktop Services

Remote Desktop Services (RDS) in Windows Server 2008 is the new name for Terminal Services. RDS is a centralized desktop and application platform solution that uses presentation and desktop virtualization technologies. Microsoft Dynamics CRM for Outlook is supported for running on Windows Server 2008 orWindows Server 2008 R2 of Remote Desktop Services. When users run an application on Remote Desktop Services, the application execution occurs on the server. Only keyboard, mouse, and display information are transmitted over the network. Users see only their own individual sessions, which are managed transparently by the server operating system and remain independent of any other client session. For more information, see Remote Desktop Services ( http://go.microsoft.com/fwlink/?LinkId=205135).

Citrix XenApp
Deploying Microsoft Dynamics CRM for Outlook with Citrix XenApp 6 instructions are available on the Microsoft Download Center at White Paper: Microsoft Dynamics CRM for Microsoft Office Outlook Compatibility with Citrix XenApp 6 http://go.microsoft.com/fwlink/?LinkId=225909.

Disable the Get CRM for Outlook button

Note The information in this topic applies to deployments with Microsoft Terminal Server or Citrix server user connections. For general Get CRM for Outlook button removal steps, see Disable the CRM for Outook button on the Web application (http://go.microsoft.com/fwlink/? LinkID=225690). The Microsoft Dynamics CRM for Outlook Configuration Wizard will start when users connect to a Microsoft Terminal Server or Citrix server. In addition, users will see an option to configure the Microsoft Dynamics CRM for Outlook. To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Outlook 2010, follow these steps on the client computer. Note You can also use Group Policy or a logon script to create this registry key for Terminal Server or Citrix users who do not use Microsoft Dynamics CRM for Outlook. 1. Click Start, and then type regedit in the Search programs and files box.
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2. Locate the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins 3. Right-click Addins, point to New, and then click Key. 4. Type crmaddin.Addin, and then press ENTER. 5. Right-click crmaddin,Addin, point to New, and then click DWORD Value or DWORD (32-bit) Value. 6. Type LoadBehavior and then press ENTER. 7. Right-click LoadBehavior and then click Modify. 8. Type 8 in the Value Data box, click Decimal, and then click OK. 9. Exit Registry Editor. To disable the Microsoft Dynamics CRM for Outlook Configuration Wizard and the option to configure Microsoft Dynamics CRM for Outlook in Microsoft Office Outlook 2007 and Microsoft Office Outlook 2003, follow these steps on the client computer: 1. Click Start, and then type regedit in the Search programs and files box. 2. Locate the following registry subkey: Outlook 2007 HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Outlook\Resiliency\DisabledItems Outlook 2003 HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook\Resiliency\DisabledItems 3. Right-click DisabledItems, point to New, and then click Binary Value. 4. Type CRMAddin and then press ENTER. 5. Right-click CRMAddin and then click Modify. 6. Type the following in the Value Data box and then click OK: hex:01,00,00,00,80,00,00,00,2e,00,00,00,63,00,3a,00,5c,00,70,00,72,\ 00,6f,00,67,00,72,00,61,00,6d,00,20,00,66,00,69,00,6c,00,65,00,73,00,5c,00,\ 6d,00,69,00,63,00,72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,\ 00,61,00,6d,00,69,00,63,00,73,00,20,00,63,00,72,00,6d,00,5c,00,63,00,6c,00,\ 69,00,65,00,6e,00,74,00,5c,00,62,00,69,00,6e,00,5c,00,63,00,72,00,6d,00,61,\ 00,64,00,64,00,69,00,6e,00,2e,00,64,00,6c,00,6c,00,00,00,6d,00,69,00,63,00,\ 72,00,6f,00,73,00,6f,00,66,00,74,00,20,00,64,00,79,00,6e,00,61,00,6d,00,69,\ 00,63,00,73,00,20,00,63,00,72,00,6d,00,00,00 Note: This binary value is based on the default installation location of the Crmaddin.dll. By default, the Crmaddin.dll file is installed in the following file system location: C:\Program Files\Microsoft Dynamics CRM\Client\bin\crmaddin.dll If the Crmaddin.dll file is installed in a different location, the binary value in this step must be updated. 7. Exit Registry Editor.

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Chapter 5
Language Pack Installation Instructions
The Microsoft Dynamics CRM 2011 Language Pack enables users to change the language of the user interface or Help that is displayed in the application. 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.

In This Chapter
Overview -- Language Pack Installation...........................................................................76 Install and deploy a Language Pack................................................................................76 Upgrade and deploy a Language Pack............................................................................78 Language Pack installation issues...................................................................................78 Send Us Your Feedback about This Chapter...................................................................78

Overview -- Language Pack Installation

After installing and provisioning the Microsoft Dynamics CRM Language Pack, its 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 installation software is separate from the Microsoft Dynamics CRM installation software, and is found in its own download or on its own installation disk. The Language Pack changes only the Microsoft Dynamics CRM user interface and Help.

Install and deploy a Language Pack

Follow the procedures in this section to install and deploy the Microsoft Dynamics CRM Language Pack.

Step1: Install the Language Pack in the deployment

If you have users who are running Microsoft Dynamics CRM for Microsoft Office Outlook, in addition to installing Language Pack on the computer running Microsoft Dynamics CRM Server 2011, you must also install the same Language Packs on the computer where Microsoft Dynamics CRM for Outlook is installed.

To install a Language Pack in the deployment, follow these steps:

1. Log on to the computer where Microsoft Dynamics CRM Server 2011 or Microsoft Dynamics CRM for Outlook is installed. 2. Verify that you have Administrator privileges on the computer and either Full or Administrator privileges on Microsoft Dynamics CRM. 3. Where the Language Pack files are located, double-click the file MUISetup_<loc_code>_<proc_type>.msi,
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where: <loc_ code> is the locale code for the Language Pack that you are installing. (For example, "1031" for German or "1041" for Japanese.) <proc_type> specifies the type of processor the server is running. (For example, "amd64.") 4. On the End User License Agreement page, review the information and, if you accept the license agreement, click I accept the terms in the license agreement, and then click Install. Setup copies the Language Pack files to the correct locations in the Microsoft Dynamics CRM deployment. By default, the Language Pack files are copied to drive:\Program Files\Microsoft CRM\LangPacks\<loc_ code>, where <loc_ code> is the locale code for the Language Pack that you are installing. 5. To complete the installation, click Finish. Repeat the process for each Language Pack that you want to install.

Step 2: Provision the Language Pack in your Microsoft Dynamics CRM deployment
Before users can start using a Language Pack to display a language, the Language Pack must be provisioned in your Microsoft Dynamics CRM deployment.

To provision the Language Packs in your deployment, follow these steps:

1. Start the Microsoft Dynamics CRM Web application. 2. Verify that you have either Full or Administrator privileges on Microsoft Dynamics CRM. 3. In the Navigation Pane, click Settings. 4. Under Settings, click Administration, and then click Languages. The Language Settings dialog box opens. In it, are listed each Language Pack installed in your Microsoft Dynamics CRM deployment, with a check box to the left of each listed Language Pack. 5. For each Language Pack that you want to provision (enable), select the check box next to it. For each Language Pack that you want to unprovision (disable), clear the check box. 6. Click Apply. 7. Click OK on any confirmation dialog boxes that open. Note It may take several minutes for Microsoft Dynamics CRM to provision or unprovision the languages. 1. To close the Language Settings dialog box, click Close.

Step 3: Select the language to display the user interface and help
Each User can select the language to display in both the Microsoft Dynamics CRM Web client and Microsoft Dynamics CRM for Outlook applications.

To select the language to display, follow these steps:

1. Open the Set Personal Options page, as follows:
If you are using Microsoft Dynamics CRM Web client, click the File tab, and then click Options. If you are using Microsoft Dynamics CRM for Outlook, on the top menu bar, click CRM, and then

click Options. 2. Click the Languages tab.

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3. In the User Interface Language list, select the language in which you want to display Microsoft Dynamics CRM. 4. In the Help Language list, select the language in which you want to display Microsoft Dynamics CRM Help. 5. To save your changes and close the dialog box, click OK. Note In Microsoft Dynamics CRM for Outlook, 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 Microsoft Dynamics CRM for 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 Microsoft Dynamics CRM for Outlook Help.

Upgrade and deploy a Language Pack

After you upgrade a Microsoft Dynamics CRM Server 2011 to Microsoft Dynamics CRM 2011 Server, you can then upgrade and provision Language Packs.

To upgrade and provision a Language Pack:

1. On each computer that was upgraded to Microsoft Dynamics CRM 2011 Server, uninstall the Microsoft Dynamics CRM 4.0 Language Packs using the Windows Server uninstall function. 2. Reinstall and deploy each Language Pack, as described previously.

Language Pack installation issues

This section describes how to troubleshoot Language Pack installation issues.

You receive a "Setup could not install Language Pack Name" error message
This issue can occur when the Microsoft Dynamics CRM Server 2011 or Microsoft Dynamics CRM for Outlook applications are not installed on the computer before you run MUISetup_<loc_code>_<proc_type>.msi to install a Language Pack. To resolve this issue, you must perform the following procedures: 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 2011 is installed. 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.

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Uninstall, Repair, and Change Instructions
This section describes how to uninstall, repair, or change a Microsoft Dynamics CRM application. 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 whether the Microsoft Dynamics CRM installation involves one computer or several. These procedures also involve working in the following areas: Microsoft Dynamics CRM Internet Information Services (IIS) Microsoft SQL Server Microsoft SQL Server Reporting Services Active Directory

In This Chapter
Uninstall, change, or repair Microsoft Dynamics CRM Server 2011.................................79 Uninstall or repair Microsoft Dynamics CRM Reporting Extensions.................................81 Uninstall or repair Microsoft Dynamics CRM Report Authoring Extension........................81 Uninstall, change, or repair E-mail Router.......................................................................81 Uninstall or repair Microsoft Dynamics CRM for Outlook..................................................82 Uninstall or repair a Language Pack ...............................................................................83 Send Us Your Feedback about This Chapter...................................................................83

Uninstall, change, or repair Microsoft Dynamics CRM Server 2011

To perform Microsoft Dynamics CRM Server 2011 maintenance, select from the following options that are available. Before selecting an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list. Uninstall. Selecting this option will remove Microsoft Dynamics CRM Server 2011 from the computer. To do this go to Programs and Features, right-click Microsoft Dynamics CRM Server 2011, click Uninstall/Change, select Uninstall to remove Microsoft Dynamics CRM Server 2011, and then click Uninstall. Follow the instructions that are on the screen. Important The Microsoft Dynamics CRM uninstall process does not remove some components, such as the SQL Server databases, Active Directory groups, or the Microsoft Dynamics CRM Web site (when the Web site is not created by Setup). Those components must be removed manually. Configure. To add or remove one or more Microsoft Dynamics CRM server roles, right-click Microsoft Dynamics CRM Server 2011, click Uninstall/Change, select Configure, and then click Next. Follow the instructions that are on the screen to select or clear one or more server roles. For more information about Microsoft Dynamics CRM server roles, see "Server roles" in the Planning Guide.
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Repair. To repair a Microsoft Dynamics CRM Server 2011 installation, right-click Microsoft Dynamics CRM Server 2011, click Uninstall/Change, select Repair, and then click Next. Follow the instructions that are on the screen. Note Repairing a Microsoft Dynamics CRM Server 2011 installation reinstalls the program files. It has no effect on the databases. To recover from Microsoft Dynamics CRM database problems, you must restore the MSCRM_CONFIG and OrganizationName_MSCRM databases. For information about database backup and failure recovery, see "Backing up SQL Server, including Reporting Services" in the Microsoft Dynamics CRM 2011 Operating and Maintaining Guide.

Components not removed during a Microsoft Dynamics CRM Server 2011 uninstall
The following system components, although installed during Microsoft Dynamics CRM Server Setup, are not removed when you uninstall Microsoft Dynamics CRM Server 2011. Windows role services: Web Server Role Services
Static Content Default Document Directory Browsing HTTP Errors ASP.NET Microsoft .NET Framework Extensibility ISAPI Extensions ISAPI Filters HTTP Logging Request Monitor Windows authentication Request Filtering Static Content Compression Dynamic Content Compression IIS Management Console IIS 6 Metabase Compatibility

File services role services:

Indexing Service

Windows features: Microsoft .NET Framework HTTP Activation Windows Powershell Windows Process Activation

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Uninstall or repair Microsoft Dynamics CRM Reporting Extensions

To perform Microsoft Dynamics CRM Reporting Extensions maintenance, select from the following options that are available. Before selecting an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list. Uninstall. To remove (uninstall) the CRM Reporting Extensions, go to Programs and Features, right-click Microsoft Dynamics CRM Reporting Extensions, click Uninstall/Change, select Uninstall, and then click Uninstall. Follow the instructions on the screen. Repair. To repair the CRM Reporting Extensions, right-click Microsoft Dynamics CRM Reporting Extensions, click Uninstall/Change, select Repair, and then click Next. Follow the instructions on the screen.

Uninstall or repair Microsoft Dynamics CRM Report Authoring Extension

To perform Microsoft Dynamics CRM Report Authoring Extension maintenance, select from the following options. Before you select an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list. Uninstall. To remove (uninstall) Microsoft Dynamics CRM Report Authoring Extension, go to Programs and Features, right-click Microsoft Dynamics CRM Report Authoring Extension, click Uninstall/Change, select Uninstall, and then click Uninstall. Follow the instructions on the screen. Repair. To repair Microsoft Dynamics CRM Report Authoring Extension, right-click Microsoft Dynamics CRM Report Authoring Extension, click Uninstall/Change, select Repair, and then click Next. Follow the instructions on the screen.

Uninstall, change, or repair E-mail Router

To uninstall, change, or repair E-mail Router components, select from the following options. Before selecting an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list. Uninstall. 1. On the Uninstall or change a program page, click Microsoft Dynamics CRM E-mail Router and then click Uninstall/Change. The Microsoft Dynamics CRM E-mail Router Maintenance wizard starts. 2. Select Uninstall and click Uninstall. 3. After the E-mail Router components have been uninstalled, click Finish on the Microsoft Dynamics CRM E-mail Router setup completed page. Change. To add or remove E-mail Router or Rule Deployment Wizard, follow these steps. 1. On the Uninstall or change a program page, right-click Microsoft Dynamics CRM E-mail Router and then click Uninstall/Change. The Microsoft Dynamics CRM E-mail Router Maintenance wizard starts. 2. Select Add/Remove Features and click Next. 3. On the Select Router Components page, select Microsoft Dynamics CRM E-mail Router Service or Rule Deployment Wizard, or you can select both items.
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Note Clearing the Microsoft Dynamics CRM E-mail Router Service or Rule Deployment Wizard check box does not cause the application to be uninstalled. 1. Click Next. Follow the instructions on the screen. Repair. 1. On the Uninstall or change a program page, click Microsoft Dynamics CRM E-mail Router and then click Uninstall/Change. The Microsoft Dynamics CRM E-mail Router Maintenance wizard starts. 2. Select Repair and click Next. Follow the instructions on the screen. Notes During Microsoft Dynamics CRM Server Setup, the computer where the E-mail Router is installed is added to the Active Directory PrivUserGroup security group. However, if the E-mail Router is uninstalled, the computer is not removed from the security group, and therefore has an unnecessary permission. If you uninstall the E-mail Router and decide not to reinstall it on the same computer, we recommend that you manually remove the computer from the PrivUserGroup security group. In Microsoft Dynamics CRM 4.0, the following configuration files were not deleted from the Drive:\Microsoft CRM Email\Service directory: EncryptionKey.xml, Microsoft.Crm.Tools.EmailAgent.Configuration.bin, and Microsoft.Crm.Tools.EmailAgent.xml. In Microsoft Dynamics CRM 2011 these files are removed if you uninstall the E-mail Router.

Uninstall or repair Microsoft Dynamics CRM for Outlook

Note If an uninstallation is not completed while you are logged on to the client computer as the user who originally installed the application, the offline database will remain attached to the instance of Microsoft SQL Server 2008 Express Edition. After the uninstallation is complete, you can manually detach the offline database. Uninstall or Repair To uninstall or repair Microsoft Dynamics CRM for Outlook, select from the following available options. Before you select an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list.

To uninstall Microsoft Dynamics CRM for Outlook

1. On the Uninstall or change a program page, click Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and then click Uninstall/Change. The Microsoft Dynamics CRM 2011 for Outlook Setup wizard starts. 2. On the Choose the installation you want page, click Uninstall. 3. When the wizard finishes, click Close. Note Uninstalling Microsoft Dynamics CRM for Outlook might require that you restart the computer.

To repair Microsoft Dynamics CRM for Outlook

1. On the Uninstall or change a program page, click Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and then click Uninstall/Change. The Microsoft Dynamics CRM 2011 for Outlook Setup wizard starts.
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2. On the Choose the installation you want page, click Repair. 3. When the wizard finishes, click Close. Note To uninstall or repair Microsoft Dynamics CRM for Microsoft Office Outlook on previous versions of Microsoft Windows, follow steps similar to those in the preceding procedures: Open the Microsoft Dynamics CRM 2011 for Outlook Setup wizard and then select Uninstall or Repair.

Uninstall or repair a Language Pack

To perform Language Pack maintenance, select from the following options that are available. Before you select an option, you must start Programs and Features. Log on to the computer where the Microsoft Dynamics CRM application is installed. Then, click Start, type Programs and Features, and then click Programs and Features in the Programs list. Important Rather than uninstall a Language Pack that is installed on the Microsoft Dynamics CRM server, you can disable a Language Pack in the organization. After you do this, users will no longer be able to see the Microsoft Dynamics CRM user interface and Help in the language that you disabled. Later, you can enable the Language Pack by clicking the language in the Language Settings list. When a Language Pack is removed or disabled, users who have that Language Pack language selected on the Personal Preferences form will have to use the base language. For example, consider the following scenario. A Microsoft Dynamics CRM deployment has English as the base language, but 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 see it in English. To disable a Language Pack, see the Microsoft Dynamics CRM Help. Uninstall. Selecting this option will remove the selected Language Pack from the computer. If you uninstall a Language Pack, you must reinstall and then enable it before it is available to users again.

To uninstall a Language Pack

1. Right-click the Language Pack, such as Microsoft Dynamics CRM German Language Pack, and then click Uninstall. 2. If other users are logged on to the computer, you will receive a warning message. Click Continue if you want to continue and remove the Language Pack. 3. Click Yes to confirm that you want to remove the Language Pack and follow the instructions that are on your screen. Repair. To repair a damaged Language Pack installation, right-click Language Pack, click Repair, and then follow the instructions that are on your screen.

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Chapter 6: Uninstall, Repair, and Change Instructions

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 (http://go.microsoft.com/fwlink/?LinkId=227797)

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Chapter 7
Use the Command Prompt to Install Microsoft Dynamics CRM
You can install Microsoft Dynamics CRM, Microsoft Dynamics CRM Reporting Extensions, Microsoft Dynamics CRM for Microsoft Office Outlook, and the Microsoft Dynamics CRM E-mail Router from their respective installation disks or file download location by using the command prompt. 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 prompt to install Microsoft Dynamics CRM is that you do not have to attend the installation. Attended installation requires you to make decisions and provide information so that installation can run successfully. Unattended installation, by using the command prompt, requires you to provide the installation information as command-line parameters and an XML configuration file. No other action is required until the Setup program is finished. Warnings and installation progress can be logged to a file that you can view and analyze later. Tip To help troubleshoot invalid XML error messages, open the XML configuration file by using Internet Explorer to help indicate where the problem occurs in the file.

In This Chapter
General procedures.........................................................................................................85 Install Microsoft Dynamics CRM Server 2011..................................................................86 Server XML configuration file...........................................................................................87 Install Microsoft Dynamics CRM Server 2011 roles.........................................................96 Install Microsoft Dynamics CRM Reporting Extensions....................................................98 Install Microsoft Dynamics CRM for Outlook..................................................................101 Install Microsoft Dynamics CRM E-mail Router..............................................................104 Microsoft Dynamics CRM Server 2011 installation troubleshooting................................106 Send Us Your Feedback about This Chapter.................................................................107

General procedures
The procedures for accessing the Setup program on the individual installation disk or file download location are basically the same. The prerequisites for each of the Microsoft Dynamics CRM system components as discussed in previous sections also apply.

To access the Setup program, follow these steps:

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1. Log on to the computer as a member of the Domain Users Active Directory directory service group and Administrators group on the local computer. If you are installing Microsoft Dynamics CRM Server 2011 using a Full Server role, the user running Setup must be a member of the local administrators group on the computer that has Microsoft SQL Server installed, and permissions on the organizational unit to create or modify Active Directory groups in the domain where Microsoft Dynamics CRM Server 2011 is installed. If you are using pre-created groups, you must have read and write permission to each group. 2. If you are installing from an installation disk, insert the Microsoft Dynamics CRM Server 2011 or the Microsoft Dynamics CRM for Microsoft 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:
SetupServer.exe for Microsoft Dynamics CRM Server 2011 is located in the Server folder of the

Microsoft Dynamics CRM Server 2011 installation disk or file download location.
SetupSrsDataConnector.exe for the Microsoft Dynamics CRM Reporting Extensions is located in

the \SrsDataConnector folder on the Microsoft Dynamics CRM Server 2011 installation disk or file download location.
Setupclient.exe for Microsoft Dynamics CRM for Outlook is located in the Client folder of the

Microsoft Dynamics CRM for Outlook installation disk or file download location.
SetupEmailRouter.exe for Microsoft Dynamics CRM E-mail Router is located in the \EmailRouter

folder on the Microsoft Dynamics CRM Server 2011 installation disk or file download location.

Install Microsoft Dynamics CRM Server 2011

The following command will install Microsoft Dynamics CRM Server 2011: SetupServer.exe [/Q] [/InstallAlways] [/L [drive:][[path] logfilename.log]] [/config [drive:] [[path] configfilename.xml]]

Parameters
None Used without parameters, Setup will run with all display screens. /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. /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. Similar to the /Q parameter, but displays installation progress bars and all error messages. /L [drive:][[path] logfilename.log]] Specifies the location and name of the log file to record installation activity. Additional log files may be created during prerequisites installation and will be located in the path specified. The path value cannot be a relative path, such as ..\..\crmlog.txt. 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.
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/config [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. Notice that when you specify a configuration file without the /Q or /QR parameter, Setup screens appear filled with the information from the configuration file.

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. 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 2011, the XML file elements must still be English (US). By default, Setup will use 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 for a Full Server installation follows. For information about how to install separate server roles by using the command prompt, see the Install Microsoft Dynamics CRM Server 2011 roles topic later in this section. <CRMSetup> </CRMSetup> The configuration file must be a valid XML file that uses <CRMSetup> as the root element. <Server> </Server> Specifies a Microsoft Dynamics CRM Server 2011 installation. All the Microsoft Dynamics CRM Server 2011 entries that follow must be inside the <Server> elements. <InstallType>Uninstall/Repair/Configure</InstallType> Specifies the type of installation that Setup will perform. The following options are available: Uninstall. Uninstalls Microsoft Dynamics CRM Server 2011. Repair. Starts Setup in repair mode. Configure. Starts Setup in configuration mode. <Patch update="true"/"false">\\ServerName\ShareName\Patch_Location</Patch> Determines the behavior of the update Microsoft Dynamics CRM Server Setup technology. This feature lets Setup perform a one-time search for, and if applicable, download to apply the latest installation files for Microsoft Dynamics CRM. By default, this element does not specify a location, which configures Setup to search for available updates by using Microsoft Update. If you want Setup to install updates from another location, such as a share on your network, add the file paths to the .msp file in the element, as shown in the following topic. 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 specifying 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. However, if running Setup by using the /Q or /QR parameter, you must specify this element.

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For more information about how to obtain Setup updates, see How to obtain the setup updates for Microsoft Dynamics CRM 2011 (http://go.microsoft.com/fwlink/?LinkID=198201). <SqlServer>SQLServername\InstanceName</SqlServer> Specifies the name of the instance of Microsoft SQL Server that will manage the Microsoft Dynamics CRM Server 2011 database files. If you use the default instance, you can provide the name of the computer where SQL Server is installed. If SQL Server is running on the computer where you are installing Microsoft Dynamics CRM Server 2011, you can specify ". " or "localhost". <Database create="true"/"false" update="true"/"false"/> create Values for this parameter are either true or false. True causes Setup to create a new Microsoft Dynamics CRM configuration database. False causes Setup to connect to an existing Microsoft Dynamics CRM configuration database. update Values for this parameter are either true or false. When you select true, Setup will write the appropriate server deployment information to the configuration database (MSCRM_CONFIG). Select false only when you are using a pre-existing configuration database and you do not want Setup to update the server deployment information. When you select false, the appropriate server deployment information for the computer where Microsoft Dynamics CRM 2011 Server is being installed must already exist in the configuration database for Setup to complete successfully. The default value is true. <Organization>Organization friendly or long name</Organization> Specifies the long name of your organization. The name can be up to 250 characters long and extended characters are supported. <OrganizationUniqueName>Unique name</OrganizationUniqueName> UniqueName Specifies the name of your organization that will be used in the URL that users will use to access the deployment. There is a 30 character limit. Extended characters or spaces are not allowed. If you do not specify this element or leave the value blank, Setup will generate a short name based on the <Organization> element value. Important The unique organization name will be used to construct the URL for users to sign-in to the application. Therefore, we recommend that you limit the length of the unique organization name to reduce the overall length of the URL. <muoptin optin="true/false" /> Specifies whether to use Microsoft Update to download and install updates to Microsoft Dynamics CRM Server 2011 and other installed applications. After the installation is completed, this feature helps keep your computer up-to-date on an ongoing basis. True. When you specify this option, Setup will opt in to Microsoft Update as the update service and use the Windows automatic updating settings on the computer. Windows automatic update settings can be viewed in Windows Update in Control Panel. Microsoft Update helps make sure that your computer has the latest technology, which can help reduce the risk of vulnerabilities and security issues. False. When you specify this option, Setup will not change the existing Windows automatic update settings. If the computer is not already configured to use Microsoft Update as the update service, we recommend that you have another method to install updates on the computer, such as by using Microsoft Windows Update Services (WSUS). If left blank, a value of false will be selected. <OU> OU=value,DC=value,DC=value,DC=value,DC=value</OU>
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The <OU> element specifies the Active Directory directory service organizational unit (OU) where the security groups will be created, for example, <OU> OU=CRM, DC=MySubDomain, DC=MyDomain, DC=com</OU>. Important You cannot use the <Groups> element with the <OU> element. Setup will not continue if you specify both elements together. <PreferredDC>servername.domain.com</PreferredDC> Specifies the domain controller to contact when performing operations that require Active Directory. If not specified, Setup will use the first domain controller available. This setting is only available when you use a configuration file. <LicenseKey>KeyValue</LicenseKey> Specifies the product key for this deployment. The configuration file can contain only one Microsoft Dynamics CRM product key. For example: <licenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</licenseKey> 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. <WebsiteUrl Create="true"/"false" port="TCPportnumber">path</WebsiteUrl> Specifies the Web site to be used for Microsoft Dynamics CRM Server 2011. Use Create="true" to create a new Microsoft Dynamics CRM Web site and leave the value between the element tags blank. 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 2011 application. If left blank, the port number that will be used is 5555. Specify Create="false" to use an existing Web site and then you must type the Web site path in the element tags by using one of the following formats. When you use the Create="false" attribute, the port attribute is ignored. For example: http://server:port/ or http://server.contoso.com /LM/W3SVC/n, where n is the Web site ID. 1 is the default Web site. <Help anonymous="true"/"false">http://host/Help</Help> Optional element to specify a different URL where Microsoft Dynamics CRM Help is located. This setting is typically used in a multi-server deployment or to replace the default URL such as when using a host header. If you select false to disable anonymous access, it may produce repeated login prompts for users who access Microsoft Dynamics CRM Help. This setting is only available when you use a configuration file. <InstallDir>c:\program files\Microsoft Dynamics CRM</InstallDir> Specifies the folder in which application files will be installed. By default, Setup will use the folder C:\Program Files\Microsoft Dynamics CRM.Specifies the folder in which application files will be installed. By default, Setup will use the folder C:\Program Files\Microsoft Dynamics CRM.Specifies the folder in which application files will be installed. By default, Setup uses the folder C:\Program Files\Microsoft Dynamics CRM. <basecurrency isocurrencycode="CurrencyCode" currencyname="CurrencyName" currencysymbol="CurrencySymbol" currencyprecision=2"/"3"/"4/> isocurrencycode

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Specifies the ISO three-letter currency-code, display name, and symbol to use for the base currency. For example, if you want to use U.S. dollars as the base currency, use isocurrencycode="USD". You must use a valid ISO currency description for the isocurrencycode attribute. currencyname and currencysymbol 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 these attributes. Important After Setup is complete, you cannot change the base ISO currency code. However, you can change the base-currency name, base-currency symbol, and base-currency precision. A list of currently supported ISO currency codes is available in the Currency support of this guide. The currency codes are provided from Microsoft .NET Framework and may change. currencyprecision You must specify the precision for the base currency that you specified in the currencycode attribute. Valid values depend on the type of currency that you specify. For example, USD valid values are 1 9 and the default value is 2. <OrganizationCollation>CollationName</OrganizationCollation> This optional element specifies the SQL Server database collation name to use for the organization database. The default collation depends on the language of Microsoft Dynamics CRM Server 2011 that you are installing, for example, Latin1_General_Cl_Al, which is the default collation for English (US) language deployments. For more information about database collation, see the Microsoft MSDN Library Web site SQL Server Collation Fundamentals (http://go.microsoft.com/fwlink/?LinkID=202029). <CrmServiceAccount type="DomainUser"/"NetworkService"> <ServiceAccountLogin>Domain\User</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> </CrmServiceAccount> Specifies the Microsoft Dynamics CRM service account used to run the Microsoft Dynamics CRM Unzip Service and ASP.NET AppPool application pool identity. Accepted values are DomainUser, which will use the specified domain user provided in the <prefixServiceAccount> element or NetworkService, which uses the Network Service system account. However, using the Network Service system account is not recommended because it may limit some database operations such as organization create, import, upgrade, or update. By default, Setup will use the DomainUser option. If DomainUser or no type is specified, <ServiceAccountLogin> and <ServiceAccountPassword> are required. When you run Setup by using the /Q or /QR parameter, if this element is not specified the Network Service account will be used. Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011. We strongly recommend that you select a low-privilege domain account that is dedicated to running these services and is not used for any other purpose. Additionally, the user account that is used to run a Microsoft Dynamics CRM service cannot be a Microsoft Dynamics CRM user. This domain account must be a member of the Domain Users group. Additionally, if the Asynchronous Service and Sandbox Processing Service roles are installed, such as in a Full Server or a Back End Server installation, the domain account must a member of the Performance Log Users security group. <SandboxServiceAccount type="DomainUser"/"NetworkService"> <ServiceAccountLogin>Domain\User</ServiceAccountLogin>
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<ServiceAccountPassword>password</ServiceAccountPassword> </SandboxServiceAccount> Specifies the service account to use for the Sandbox Processing Service. Accepted values are DomainUser, which will use the specified domain user provided in the <prefixServiceAccount> element or NetworkService, which uses the Network Service system account. However, using the Network Service system account is not recommended because it may limit some database operations such as organization create, import, upgrade, or update. By default, Setup will use the DomainUser option. If DomainUser or no type is specified, <ServiceAccountLogin> and <ServiceAccountPassword> are required. When you run Setup by using the /Q or /QR parameter, if this element is not specified the Network Service account will be used. Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011. If you do not specify this element, Setup will use the account specified in the <CrmServiceAccount> element to run this service. Therefore, we recommend that you specify a different low-privilege user account for each of the Microsoft Dynamics CRM service accounts. <DeploymentServiceAccount type="DomainUser"/"NetworkService"> <ServiceAccountLogin>Domain\User</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> <DeploymentServiceAccount> Specifies the service account to use for the Deployment Web Service. Accepted values are DomainUser, which will use the specified domain user provided in the <prefixServiceAccount> element or NetworkService, which uses the Network Service system account. However, using the Network Service system account is not recommended because it may limit some database operations such as organization create, import, upgrade, or update. By default, Setup will use the DomainUser option. If DomainUser or no type is specified, <ServiceAccountLogin> and <ServiceAccountPassword> are required. When you run Setup by using the /Q or /QR parameter, if this element is not specified the Network Service account will be used. Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011. If you do not specify this element, Setup will use the account specified in the <CrmServiceAccount> element to run this service. Therefore, we recommend that you specify a different low-privilege user account for each of the Microsoft Dynamics CRM service accounts. In addition to the permissions required by the other Microsoft Dynamics CRM service accounts, the Deployment Web Service account requires system administrator permission on the SQL Server, and must be a member of the local administrator group where SQL Server is running to be able to create or import organizations.

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Important To perform organization operations through the Deployment Web Service or Windows PowerShell, the Deployment Service account must have system administrator permissions on the computer that is running SQL Server and must be a member of the local administrators group where SQL Server is installed. Additionally, the user that is performing the organization operations should be a Deployment Administrator. The Deployment Administrator role in Microsoft Dynamics CRM is set in Deployment Manager. <AsyncServiceAccount type="DomainUser"/"NetworkService"> <ServiceAccountLogin>Domain\User</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> <AsyncServiceAccount> Specifies the service account to use for the asynchronous processing services. Accepted values are DomainUser, which will use the specified domain user provided in the <prefixServiceAccount> element or NetworkService, which uses the Network Service system account. However, using the Network Service system account is not recommended because it may limit some database operations such as organization create, import, upgrade, or update. By default, Setup will use the DomainUser option. If DomainUser or no type is specified, <ServiceAccountLogin> and <ServiceAccountPassword> are required. Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011. If you do not specify this element, Setup will use the account specified in the <CrmServiceAccount> element to run this service. Therefore, we recommend that you specify a different low-privilege user account for each of the Microsoft Dynamics CRM service accounts. <SQM optin=" true / false"/> Specifies whether you will participate in the Customer Experience Improvement Program. If you specify true, you will participate in the program. Note For more information, see Microsoft Customer Experience Improvement Program http://go.microsoft.com/fwlink/?LinkId=199851. <Reporting URL="http://srsserver1/ReportServer"/> URL Specifies the URL of the Report Server. <Groups autogroupmanagementoff="true/false"> <PrivUserGroup>CN=value,OU=value,DC=value,DC=value,DC=value</PrivUserGroup> <SQLAccessGroup>CN=value,OU=value,DC=value,DC=value,DC=value</SQLAccessGroup> <ReportingGroup>CN=value,OU=value,DC=value,DC=value,DC=value</ReportingGroup> <PrivReportingGroup>CN=value,OU=value,DC=value,DC=value,DC=value</PrivReporti ngGroup> </Groups>

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Important You cannot use the <Groups> element with the <OU> element. Setup will not continue if you specify both elements together. When specified, Setup will use the existing groups in Active Directory instead of creating them during installation. If <automanagegroupsoff> is true, Setup will not add or remove any members to those groups. If you specify <automanagegroupsoff> as true, you must manually create and add the appropriate membership to these groups for users to be able to run the application, and you must continue to do so as new members are added or removed from Microsoft Dynamics CRM. This setting is only available when you use a configuration file. <Reboot>"true" / "false"</Reboot> If this option is not specified, the default is false. This means that the server will not automatically restart at the end of Setup. Also, this option applies only to a final install restart, and not previous restarts that may be required for other components. NOTE The installation of Microsoft .NET Framework may require you to restart your computer before you can continue to run Microsoft Dynamics CRM Setup. <Email> <IncomingExchangeServer name="ServerName"/> This optional element specifies the Microsoft Exchange Server computer or POP3 that will be used by the E-mail Router to route incoming e-mail messages. If not specified and later the E-mail Router is used in the deployment, the computer must be added to the PrivUserGroup security group. </Email> Specifies the e-mail server that will be used for e-mail routing. <configdb> This is the parent for the following encryption key elements: Warning By default, encryption keys are not stored in the configuration database in an encrypted format. We strongly recommend that you specify encryption when you run Setup by using the following entries. For more information, see . <encryptionkeys certificate="CrmEncryptionCertificate" generate="true"/"False" password="SCpassword" keysource="uniqueID"> The <encryptionkeys> element specifies how, and whether, to encrypt the keys that are stored in the Microsoft Dynamics CRM system. Use generate="true" to enable the system-generated keys that are encrypted. The keysource may be any value, but must be different from other keysource values. SCpassword is the password that will be used to create the symmetric certificate. This setting is only available when you use a configuration file. Warning Maintaining a configuration file that has password and keysource values specified is a security risk because you are storing a password and key information in plain text. We recommend that you save the password in a secure location from where it can be retrieved later for recovery. For more information about best practices for password storage, see the MSDN article Passwords Best practices http://go.microsoft.com/fwlink/?LinkID=111988. Then, delete these elements as soon as the configuration file is used to install Microsoft Dynamics CRM. <encryptionkey physicalname="CrmSymmetricKey" virtualname="CrmKeyEncryptionKey"/>

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Each <encryptionkeys> element specifies a mapping between a symmetric key store in the Microsoft SQL Server database to a virtual key name, hard-coded in Microsoft Dynamics CRM for encrypting data in the configuration database. This setting is only available when you use a configuration file. </encryptionkeys> </configdb> <LaunchReportingExtensionsSetup>"false" / "true"</LaunchReportingExtensionsSetup> Optional element that specifies whether to start Microsoft Dynamics CRM Reporting Extensions Setup immediately after Microsoft Dynamics CRM Server Setup completes. By default, the value for this element is false and Microsoft Dynamics CRM Reporting Extensions Setup will not start after Microsoft Dynamics CRM Server Setup completes. Additionally, Microsoft Dynamics CRM Reporting Extensions Setup will only start when the following conditions are true: Microsoft Dynamics CRM Server Setup will be creating or upgrading the first organization in the deployment The specified Report Server computer is the local computer where Setup is running

Sample server XML configuration file

The following configuration file installs an update file that is located on an internal share, installs a Full Server with all Microsoft Dynamics CRM Server 2011 components, and creates new databases on the default instance of a SQL Server that is named SQLServer:

<CRMSetup> <Server> <Patch update="true">\\server\share\patchfile.msp</Patch> <LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey> <SqlServer>SQLServer</SqlServer> <Database create="true"/> <Reporting URL="http://MyReportingServer/ReportServer"/> <OrganizationCollation>Latin1_General_CI_AI</OrganizationCollation> <basecurrency isocurrencycode="USD" currencyname="US Dollar" currencysymbol="$" currencyprecision="2"/> <Organization>Organization Display Name</Organization> <OrganizationUniqueName>Organization_Name</OrganizationUniqueName> <OU>OU=value,DC=subdomain,DC=subdomain,DC=subdomain,DC=com</OU> <WebsiteUrl create="true" port="5555"> </WebsiteUrl> <InstallDir>c:\Program Files\Microsoft Dynamics CRM</InstallDir> <CrmServiceAccount type="DomainUser"> <ServiceAccountLogin>Contoso\CRMAppService</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> </CrmServiceAccount> <SandboxServiceAccount type="DomainUser"> <ServiceAccountLogin>Contoso\CRMSandboxService</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword>
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</SandboxServiceAccount> <DeploymentServiceAccount type="DomainUser"> <ServiceAccountLogin>Contoso\CRMDeploymentService</ServiceAccountLogin > <ServiceAccountPassword>password</ServiceAccountPassword> </DeploymentServiceAccount> <AsyncServiceAccount type="DomainUser"> <ServiceAccountLogin>Contoso\CRMAsyncService</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> </AsnyncServiceAccount> <SQM optin="true"/> <muoptin optin="true"/> <Email> <IncomingExchangeServer name="ExchangeServerName"/> </Email> </Server> </CRMSetup>
Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011.

Sample server XML configuration file for installing with pre-created groups
To use the pre-created Active Directory directory service security groups, create an XML configuration file that uses the syntax that is similar to the following example. Modify the variables as appropriate. The list that follows the sample code describes how to modify the variables that are in this example. In the following XML sample, the domain name is domain.domain_extension and the organizational units are Company Name. Replace these names with the actual names that are in your Active Directory deployment. The Active Directory hierarchy is as follows: root domain
Company Name OU

Company Name OU

<CRMSetup> <Server> <Groups AutoGroupManagementOff="false"> <PrivUserGroup>CN=PrivUserGroup,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></PrivUserGroup> <SQLAccessGroup>CN=SQLAccessGroup,OU=Company Name,OU=Company Name, DC=<domain>,DC=<domain_extension></SQLAccessGroup> <ReportingGroup>CN=ReportingGroup,OU=Company Name,OU=Company Name, DC=<domain>,DC=<domain_extension></ReportingGroup>
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<PrivReportingGroup>CN=PrivReportingGroup,OU=Company Name,OU=Company Name, DC=<domain>,DC=<domain_extension></PrivReportingGroup> </Groups> </Server> </CRMSetup>

Install Microsoft Dynamics CRM Server 2011 roles

By default, Setup installs all Microsoft Dynamics CRM Server 2011 roles on the local computer. However, if you are installing Microsoft Dynamics CRM Server, 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 can either select the roles that you want by running the Microsoft Dynamics CRM Server Setup Wizard or you can configure an XML configuration file and then run Setup at a command prompt on the computer where you want the role installed. Note You can run Setup at a command prompt or from Programs and Features in Control Panel to add or remove server roles to a computer that already has one or more server roles installed. For more information about server roles, see the Planning Deployment section. For more information about recommendations for isolating server roles or running multiple computers with the same server role, see the Planning Deployment Advanced Topics section.

Parameters
The supported command prompt parameters are the same as what was previously described under Install Microsoft Dynamics CRM Server 2011.

Server role 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: <Roles> <Role name="RoleName1" Action="Add" / "Remove"/> <Role name="RoleName2" Action="Add" / "Remove"/> Action. This attribute is only required when you reconfigure an existing deployment by adding or removing server roles. Role name. Available values are as follows: AsynchronousProcessingService Installs the Asynchronous Service. This service is used to process queued asynchronous events, such as bulk e-mail or data import. WebApplicationServer Installs the components that are needed to run the Web application server. OrganizationWebService

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Installs the Organization Web Service components that are needed to run applications that use the methods described in the Microsoft Dynamics CRM SDK. DeploymentWebService Installs the Deployment Web Service component that is required to manage the deployment by using the methods described in the Microsoft Dynamics CRM SDK, such as create an organization or remove a Deployment Administrator role from a user. DiscoveryWebService Installs the Discovery Web Service component users need to find the organization that they are a member of in a multi-tenant deployment. HelpServer Installs the components that are needed to make Microsoft Dynamics CRM Help available to users. SandboxProcessingService Installs the components that are needed to provide custom code execution isolation. DeploymentManagerTool Installs Deployment Manager and Windows PowerShell cmdlets that you can use to automate deployment tasks. Deployment Manager is a Microsoft Management Console (MMC) snap-in that system administrators can use to manage organizations, servers, and licenses for deployments of Microsoft Dynamics CRM. </Roles>

Sample XML configuration file that installs only the WebApplicationServer role
The following example installs only the WebApplicationServer role on the local computer. The configuration database already exists.

<CRMSetup> <Server> <Patch update="true">\\server\share\patchfile.msp</Patch> <LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey> <SqlServer>SQLServer</SqlServer> <database create="false" /> <WebsiteUrl create="true" /> <InstallDir>c:\Program Files\Microsoft CRM</InstallDir> <Roles> <Role name="WebApplicationServer"/> </Roles> <SQM optin="true" /> <muoptin optin="true" /> <CrmServiceAccount type="DomainUser"> <ServiceAccountLogin>contoso\user1</ServiceAccountLogin> <ServiceAccountPassword>password</ServiceAccountPassword> </CrmServiceAccount> </Server> </CRMSetup>
Caution Maintaining the configuration file that has <ServiceAccountLogin> and <ServiceAccountPassword> 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 2011.
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Install Microsoft Dynamics CRM Reporting Extensions

Microsoft Dynamics CRM Reporting Extensions are data processing extensions that are installed on the SQL Server Reporting Services server. Microsoft Dynamics CRM Reporting Extensions accept the authentication information from Microsoft Dynamics CRM Server 2011 and passes it to the SQL Server Reporting Services server. Installing Microsoft Dynamics CRM Reporting Extensions installs two data processing extensions: Microsoft Dynamics CRM Fetch data processing extension and SQL data processing extension. The Fetch data processing extension is required to create, run, and schedule Fetch-based reports in Microsoft Dynamics CRM 2011. The SQL data processing extension is required to schedule SQL-based reports in Microsoft Dynamics CRM 2011.

Microsoft Dynamics CRM Reporting Extensions requirements

Microsoft Dynamics CRM Reporting Extensions has the following requirements: You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Reporting Extensions Setup. You must run Microsoft Dynamics CRM Reporting Extensions on a computer that has Microsoft SQL Server 2008 Reporting Services or Microsoft SQL Server 2008 R2 Reporting Services installed. You must run the Microsoft Dynamics CRM Reporting Extensions Setup on a computer that has SQL Server 2008 Reporting Services installed. For smaller data sets and fewer users, you can use a singleserver deployment or a multiple-server deployment. With larger datasets or more users, performance will decrease quickly when complex reports are run. Use a multi-server deployment with one computer that is running SQL Server for Microsoft Dynamics CRM, and another server for Microsoft SQL Server Reporting Services.

Command example
Microsoft Dynamics CRM Reporting Extensions accepts the same command-line parameters as Microsoft Dynamics CRM Server 2011. To install Microsoft Dynamics CRM Reporting Extensions 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 2011 installation files as follows: SetupSrsDataConnector /Q /CONFIG folderpath\install-config.xml /L

c:\logfiles\crm\log.txt

Microsoft Dynamics CRM Reporting Extensions XML configuration file

Before you run Microsoft Dynamics CRM Reporting Extensions 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 Reporting Extensions configuration file named installconfig.xml is located in the SrsDataConnector folder on the installation media or download location of the Microsoft Dynamics CRM Server 2011 installation files. The /config [drive:] [[path] configfilename.xml]] command-line parameter provides the Microsoft Dynamics CRM Reporting Extensions 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: <CRMSetup> </CRMSetup> The configuration file must be a valid XML file that uses <CRMSetup> as the root element. <srsdataconnector>

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The configuration file must be a valid XML file that uses <srsdataconnectorinstall> as the primary element. All the Microsoft Dynamics CRM Reporting Extensions entries that follow must be within the <srsdataconnectorinstall> tags. <InstallType>Uninstall/Repair</InstallType> Specifies the type of installation that Setup will perform. The following options are available: Uninstall. Uninstalls Microsoft Dynamics CRM Reporting Extensions. Repair. Starts Setup in repair mode. <Patch update="true"/"false">\\ServerName\ShareName\Patch_Location</Patch> 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 Reporting Extensions 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. <configdbserver>SQLServerName\Instancename</configdbserver> Specifies the instance of SQL Server that stores the configuration database. If you specify the default instance, use SQLServerName, or if you use a named instance use SQLServerName\InstanceName. <InstallDir>c:\program files\Microsoft CRM</InstallDir> Specifies the folder in which the Microsoft Dynamics CRM Reporting Extensions files will be copied. <autogroupmanagementoff>1/0</autogroupmanagementoff> If <automanagegroupsoff> is 1 (true), Setup will not add or remove any members to the security group in Active Directory directory service. Therefore, you must manually add the Microsoft SQL Server Reporting Services service account for the associated instance of SQL Server to the PrivReportingGroup security group.

Sample Microsoft Dynamics CRM Reporting Extensions XML configuration file

The following XML configuration sample will install the CRM Reporting Extensions. This has all databases on the local computer named SQLServer:

<crmsetup> <srsdataconnector> <configdbserver /> <autoupdateconfigdb>1</autoupdateconfigdb> <autogroupmanagementoff>0</autogroupmanagementoff> <instancename>MSSQLSERVER</instancename> <patch update="false" /> </srsdataconnector> </crmsetup>
Logging By default, Setup creates a file that is named SrsDataConnectorSetup.log in the <drive:>%appdata %\Microsoft\MSCRM\Logs folder on the computer where Setup is run.

Command example Microsoft Dynamics CRM Report Authoring Extension

The following command will install Microsoft Dynamics CRM Report Authoring Extension: SetupBIDSExtensions.exe [/Q] [/config configfile.xml] /Q
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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. /config [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. Notice that when you specify a configuration file without the /Q parameter, Setup screens appear filled with the information from the configuration file. /uninstall Uninstalls Microsoft Dynamics CRM Report Authoring Extension. This is a maintenance mode option that is only available when the application is already installed.

Microsoft Dynamics CRM Report Authoring Extension XML configuration file

The following is an explanation of each XML element and a sample XML file for installing Microsoft Dynamics CRM Report Authoring Extension: <CRMSetup> </CRMSetup> The configuration file must be a valid XML file that uses <CRMSetup> as the root element. <patchUpdateValue>True/False</patchUpdateValue> Determines the behavior of the update Setup technology. This feature lets Setup perform a one-time search for, and if applicable, download to apply the latest installation files for Microsoft Dynamics CRM. <muoptin optin="true/false" /> Specifies whether to use Microsoft Update to download and install updates to Microsoft Dynamics CRM Server 2011 and other installed applications. After the installation is completed, this feature helps keep your computer up-to-date on an ongoing basis. True. When you specify this option, Setup will opt in to Microsoft Update as the update service and use the Windows automatic updating settings on the computer. Windows automatic update settings can be viewed in Windows Update in Control Panel. Microsoft Update helps make sure that your computer has the latest technology, which can help reduce the risk of vulnerabilities and security issues. False. When you specify this option, Setup will not change the existing Windows automatic update settings. If the computer is not already configured to use Microsoft Update as the update service, we recommend that you have another method to install updates on the computer, such as by using Microsoft Windows Update Services (WSUS). If left blank, a value of false will be selected. <InstallType>uninstall</InstallType> Uninstalls Microsoft Dynamics CRM Report Authoring Extension. This is a maintenance mode option that is only available when the application is already installed. <InstallDir>c:\program files\Microsoft Dynamics CRM</InstallDir> Specifies the folder in which application files will be installed. By default, Setup uses the folder C:\Program Files\Microsoft Dynamics CRM.

Sample Microsoft Dynamics CRM Report Authoring Extension XML configuration file
The following XML configuration contents will install Microsoft Dynamics CRM Report Authoring Extension that will opt-in to use Microsoft Update, search and apply existing updates, and install Microsoft Dynamics CRM Report Authoring Extension in the C:\Program Files (x86)\Microsoft Dynamics CRM Report Authoring Extension folder.

<crmsetup>
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<bidsextensions> <patch update="True" /> <muoptin optin="True" /> <installdir>C:\Program Files (x86)\Microsoft Dynamics CRM Report Authoring Extension</installdir> </bidsextensions> </crmsetup>

Install Microsoft Dynamics CRM for Outlook

Installing 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. Important If there is a conflict between a value in the configuration file and a value in the command-line parameters, the command-line parameter takes precedence.

Step 1: Install files

The following command displays the available options to run Microsoft Dynamics CRM for Outlook Setup at the command prompt: Setupclient.exe [/A] [/Q] [/X] [/L or /LV "[drive:][[path] logfilename.log]"] [/targetdir "[drive:][path]"] [/installofflinecapability] [/disableofflinecapability] [/ignoreofflinequeue]

Command examples
For users who travel or who are not always connected to the Microsoft Dynamics CRM Server 2011, Microsoft Dynamics CRM for Outlook with Offline Access provides access to their customer data. To install Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access in quiet mode:

Setupclient /Q /l c:\clientinstalllog.txt /installofflinecapability /targetdir "c:\Program Files\Microsoft Dynamics CRM Client"

To uninstall Microsoft Dynamics CRM for Outlook with Offline Access in quiet mode:

SetupClient /x /q Parameters
None Used without parameters, Setupclient.exe will run with all display screens. installofflinecapability Determines whether offline capability will be installed. When you include this parameter, offline capability and components will be installed. If you do not specify this parameter, the online-only client will be installed. /targetdir <"drive:\path"> Specifies the folder in which Microsoft Dynamics CRM for Outlook files will be installed. /A 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 lets nonadministrative users run Setup that is driven from a group policy. This parameter must be used with the /targetdir 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\mscrm_client_admin, can be used.

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Important If you do not specify a target folder by using the /targetdir parameter, Setup installs the administrative installation to the default folder <drive:>Program Files\Microsoft Dynamics CRM. For example, the command:

Setupclient /Q /A /targetdir "\\share\mscrm_client_admin"

/Q Quiet mode installation. This parameter requires a configuration file in XML format. The /i 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 or /LV). /L [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, but the path cannot be a relative path, such as %appdata%\CRMLogs. /LV [drive:][[path] logfilename.log] Creates a verbose log file of installation activity. You must specify the file name of the log file and where to put it, but the path cannot be a relative path, such as %appdata%\CRMLogs. disableofflinecapability When you specify this parameter, Microsoft Dynamics CRM for Outlook is configured to hide the go offline button in the application. This button lets users easily switch to Microsoft Dynamics CRM for Outlook with offline capability. ignoreofflinequeue When you specify this parameter, Setup will not attempt to synchronize items that may remain in the offline queue during upgrade. /X Uninstalls Microsoft Dynamics CRM for Outlook. This is a maintenance mode option that is only available when the application is already installed.

Sample Microsoft Dynamics CRM for Outlook XML configuration file for installation
The following configuration-file example installs Microsoft Dynamics CRM for Outlook without offline access capability into the Program Files folder. Note You can use the same file that includes both the installation and configuration elements. Setup and the Configuration Wizard will ignore the elements that are not relevant to the operation.

<Deployments> <TargetDir>c:\program files\Microsoft Dynamics CRM\Client</TargetDir> <InstallOfflineCapability>false</InstallOfflineCapabilit y> </Deployments>

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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 prompt. The client Configuration Wizard file is named Microsoft.Crm.Application.Outlook.ConfigWizard.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 Dynamics CRM. Note The credentials of the user who is running the Configuration Wizard will be used to authenticate to Microsoft Dynamics CRM. Therefore, to perform a silent configuration of Microsoft Dynamics CRM for Outlook, we recommend that you run the Configuration Wizard under the user's context, such as by running a user-invoked batch file or as a one-time entry in a login script. For information about how to configure Microsoft Dynamics CRM for Outlook by using Systems Center Configuration Manager, see the topic Deploy Microsoft Dynamics CRM for Outlook by using deployment management software. To deploy Microsoft Dynamics CRM for Outlook by using Microsoft Group Policy, see the Deploy Microsoft Dynamics CRM for Outlook by using Group Policy topic in the Planning Guide. If a path to the configuration file is not specified, the Configuration Wizard looks for the default configuration file (default_client_config.xml) in the non-roaming profile folder (%localappdata %\Microsoft\MSCRM\). If the file is not located in the non-roaming profile folder, the Configuration Wizard looks for the folder where Microsoft Dynamics CRM for Outlook is installed. By default, Microsoft Dynamics CRM for Outlook is installed in the C:\Program Files\Microsoft Dynamics CRM folder. If the configuration file is located in the roaming location used by other applications (AppData\Roaming\Microsoft\MSCRM\), it will not be honored.

Command examples
The following command configures Microsoft Dynamics CRM for Outlook with Offline Access by using a file named config_client.xml in quiet mode, and outputs a log file named clientinstall.log:

Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:\config_client.xml /l c:\clientinstall.log

The /Q quiet mode configuration parameter requires a configuration file in XML format. No dialog boxes or error messages will appear on the display screen. To capture error message information, include the log file parameter (/L) or verbose logging (/LV). The /i [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: <Deployments> </Deployments> The configuration file must be a valid XML file that uses <Deployment> as the root element. <InstallOfflineCapability>true/false</InstallOfflineCapability> Specifies the type of Microsoft Dynamics CRM for Outlook installation. Specifying true, will install Microsoft Dynamics CRM for Outlook with offline access capability. <TargetDir>drive:\path</TargetDirectory> Specifies the folder in which Microsoft Dynamics CRM for Outlook files will be installed. <Deployment> </Deployment> Parent element for all of the following elements.
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<DiscoveryUrl>https://website:portnumber</DiscoveryUrl> Specifies the URL for the Microsoft Dynamics CRM Discovery Web Service. The supported binding can be HTTPS or HTTP. If the Discovery Web Service is using a port other than the default ports 80 (HTTP) or 443 (HTTPS), you must specify the port number. If this is a Full Server deployment of Microsoft Dynamics CRM Server 2011, the Discovery Web Service URL is the same as the URL for the Web application, such as http://crmserver. <Organizations> </Organizations> This is the parent element for the following <Organization> element. <Organization IsPrimary="true"/"false">OrganizationName</Organization> Specifies the name of the organization that the client will connect to. IsPrimary. Specifies whether this is the primary or default organization that will be resolved when using a URL that does not include the organization name. Note OrganizationName is case-sensitive.

Sample Microsoft Dynamics CRM for Outlook XML configuration file for configuration
The following configuration file example configures Microsoft Dynamics CRM for Outlook to connect to a primary organization named Contoso and another organization named AdventurewWorksCycle on the Microsoft Dynamics CRM Server 2011 that is named crmserver. Note You can use the same file that includes both the installation and configuration elements. Setup and the Configuration Wizard will ignore the elements that are not relevant to the operation.

<Deployments> <Deployment> <DiscoveryUrl>http://crmserver</DiscoveryUrl> <Organizations> <Organization IsPrimary='true'>Constoso</Organization> <Organization>AdventureWorksCycle</Organization> </Organizations> </Deployment> </Deployments>
Note The example above specifies two different organizations that the user has access. The value in the Organization elements cannot contain special characters or spaces. You can find the organization name in the Name column in the Organizations area of Deployment Manager.

Install Microsoft Dynamics CRM E-mail Router

The E-mail Router accepts the same command prompt parameters as Microsoft Dynamics CRM Server 2011. To install the E-mail Router in quiet mode, run the SetupEmailRouter.exe command in the EmailRouter folder on the installation media, or download location of the Microsoft Dynamics CRM Server 2011 installation files as follows:
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SetupEmailRouter /Q /CONFIG folderpath\install-config.xml /L c:\temp\log.txt

This installation uses an XML configuration file named install-config.xml and creates a log file named log.txt

E-mail Router XML configuration file

The /config [drive:] [[path] configfilename.xml]] command-line parameter provides Microsoft Dynamics CRM Email 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 by 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: <CRMSetup> </CRMSetup> The configuration file must be a valid XML file that uses <CRMSetup> as the root element. <Exchange> </ Exchange> Specifies a Microsoft Dynamics CRM E-mail Router installation. The <Exchange> tag must be within the <CRMSetup> open and end tags. All the E-mail Router entries that follow must be within the <Exchange> tags. <InstallType>Uninstall/Repair</InstallType> Specifies the type of installation that Setup will perform. The following options are available: Uninstall Uninstalls Microsoft Dynamics CRM Server 2011. Repair Starts Setup in repair mode. <Patch update="true"/"false">\\ServerName\ShareName\Patch_Location</Patch> 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. <InstallDir>c:\Program Files\Microsoft CRM Email</InstallDir> 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. <Features></Features> If a value is not specified, Setup installs the E-mail Router service and the E-mail Router Configuration Manager, but does not install the Rule Deployment Wizard. The following features are available: <SinkService /> Add this entry if you want to install the E-mail Router service and E-mail Router Configuration Manager.
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<RulesWizard /> Add this entry if you want to install the Rule Deployment Wizard.

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 Email 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 Router folder:

<CRMSetup> <EmailRouter> <Features> <SinkService /> <RulesWizard /> </Features> <Patch update="true"></Patch> <InstallDir>c:\Program Files\Microsoft Dynamics CRM Email Router</InstallDir> </EmailRouter> </CRMSetup>

Microsoft Dynamics CRM Server 2011 installation troubleshooting

The following section describes known issues and troubleshooting steps when you are installing Microsoft Dynamics CRM at a command prompt.

Setup fails or client receives an unhandled exception when trying to connect after you install Microsoft Dynamics CRM Server 2011
Setup may not complete successfully or any of the Microsoft Dynamics CRM 2011 clients may receive an error message when trying to connect to the Microsoft Dynamics CRM Server 2011 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. 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: One or more of the following Active Directory directory service security groups was created in the organizational unit where you are installing Microsoft Dynamics CRM 2011:
PrivUserGroup ReportingGroup SQLAccessGroup PrivReportingGroup

The previously mentioned security groups do not have the correct group membership.

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You use the automanagegroupsoff=false attribute and value in the <Groups> entry for the Setup XML configuration file. To use a configuration file, you must install Microsoft Dynamics CRM Server 2011 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. The following table contains the users and computers that you must add to each security group. Security Group PrivUserGroup PrivUserGroup PrivUserGroup SQLAccessGroup PrivReportingGroup ReportingGroup ReportingGroup Object Type User Computer Computer Computer Computer User User Description User who is running Microsoft Dynamics CRM Server Setup. Computer where Microsoft Dynamics CRM Server 2011 is installed. Computer where Microsoft Exchange Server is installed (if you are using the E-mail Router). Computer where Microsoft Dynamics CRM Server 2011 is installed. Computer where Microsoft Dynamics CRM Reporting Extensions is installed. User who is running Microsoft Dynamics CRM Server Setup. Any user who will run Microsoft Dynamics CRM.

You Receive an Unknown Error (0x80005000) error message during a quietmode 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 2011 on a Windows Server computer that does not have Internet Information Services (IIS) installed and configured. To resolve this issue, install Internet Information Services (IIS) and then run Setup again. For more information about how to install Internet Information Services (IIS), see the Windows Server Help.

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Post-Installation 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 organization's needs.

In This Chapter
Make Microsoft Dynamics CRM client-to-server network communications more secure 108 Add or remove sample data...........................................................................................109 Instructions for removing the Resource Center..............................................................109 Send Us Your Feedback about This Chapter.................................................................110

Make Microsoft Dynamics CRM client-to-server network communications more secure

With any network design, it is important to consider the security of your organization's client-to-server communications. When making necessary decisions that can help protect data, we recommend that you understand the following information about Microsoft Dynamics CRM network communication and about the technology options that are available to you that provide more secure data transmissions. If you installed Microsoft Dynamics CRM or upgraded to Microsoft Dynamics CRM 2011 to an internally-facing Web site that is not already configured for HTTPS, Microsoft Dynamics CRM client-to-server communications are not encrypted. When using a Web site that supports only HTTP, information from Microsoft Dynamics CRM clients is transmitted in clear text and, therefore, possibly vulnerable to malicious intent, such as "man-in-themiddle" type attacks that could compromise content by adding scripts to perform harmful actions.

Configuring Microsoft Dynamics CRM for HTTPS

Configuring a site for HTTPS will cause a disruption in the Microsoft Dynamics CRM application so plan the configuration when it will result in minimal disruption to users. The high-level steps for configuring Microsoft Dynamics CRM for HTTPS are as follows: 1. In Microsoft Dynamics CRM Deployment Manager, disable the server where the Web Application Server, Organization Web Service, Discovery Web Service, and Deployment Web Service roles are running. If this is a Full Server deployment, all server roles are running on the same computer. For information about how to disable a server, see Microsoft Dynamics CRM Deployment Manager Help. 2. Configure the Web site where the Web Application Server role is installed to use HTTPS. For more information about how to do this, see Internet Information Services (IIS) Help. 3. Set the binding in Microsoft Dynamics CRM Deployment Manager. This is done on the Web Address tab of the Properties page for the deployment. For more information about how change the bindings see the "Microsoft Dynamics CRM deployment properties" topic in Microsoft Dynamics CRM Deployment Manager Help.

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4. If you want to make other Microsoft Dynamics CRM services more secure and Microsoft Dynamics CRM is installed by using separate server roles, repeat the previous steps for the additional server roles.

Add or remove sample data

Sample data is available to help you become familiar with how Microsoft Dynamics CRM works. By using sample data, work with records and see how they relate to each other, how data displays in charts, and see what information is in reports. Sample data can be added or removed from within the Microsoft Dynamics CRM application. For more information about sample data, see the "Manage Sample Data" topic in Microsoft Dynamics CRM Help.

Instructions for removing the Resource Center

The Microsoft Dynamics CRM 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 2011. The Resource Center displays content hosted by Microsoft and is not displayed when users are offline. If Microsoft Dynamics CRM users do not have access to the content on the Resource Center, it can be removed from the application.

Remove the Resource Center from the application

1. Export the Site Map by using the Export Customizations feature. 2. Select one of the following options:
Export the Default solution. Add the Site Map to a new or existing solution.

a. In the solution, click Components. b. On the Actions toolbar, click Add Existing and then click Site Map. c. Export the solution as an unmanaged solution. 1. Extract the files from the compressed .zip file. 2. Open the customizations.xml file by using a text editor such as Microsoft Visual Studio or Microsoft Notepad. 3. Locate the following node in the file:

/ImportExportXml/SiteMap/SiteMap/Area Id="ResourceCenter"
4. Comment the area by using <!-- and -- > tags where the Id attribute is set to "ResourceCenter" as follows:

<!--<Area Id="ResourceCenter" ResourceId="Area_ResourceCenter" Icon="/_imgs/resourcecenter_24x24.gif" DescriptionResourceId="ResourceCenter_Area_Description"> <Group Id="ResourceCenter"> <SubArea Id="nav_lc_overview" ResourceId="Homepage_LearningOverview" DescriptionResourceId="LearningOverview_SubArea_Descript ion" Icon="/_imgs/ico_18_129.gif" Url="/resourcecenter/overview.aspx" AvailableOffline="false" />
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<SubArea Id="nav_lc_customization" ResourceId="Homepage_LearningCustomization" DescriptionResourceId="LearningCustomization_SubArea_Des cription" Icon="/_imgs/area/18_settings.gif" Url="/resourcecenter/customization.aspx" AvailableOffline="false"> <Privilege Privilege="CreateEntity" /> <Privilege Entity="solution" Privilege="Create" /> <Privilege Privilege="ImportCustomization" /> </SubArea> </Group> </Area>-->
Note By commenting the Resource Center area you preserve the capability to restore it in the future by repeating this procedure and removing the comment tags. 1. Save your changes to the customizations.xml file. 2. Create a new compressed zip file using all the extracted solution files, including your edited customizations.xml. Tip In Windows Explorer, select all the files, then right-click, and in the context menu, click Send To and Compressed (zipped) folder. 1. Import the new solutions file. a. In the Microsoft Dynamics CRM application Navigation Pane, click Settings, click Customization, and then click Solutions. b. Click Import. c. Click Browse, locate your modified solutions .zip file created in step 8, click Next, and then click Import.

d. When the import completes, click Publish All Customizations. e. Click Close to close the Import Solutions dialog box. 2. Verify that the Resource Center area was removed. The import process performs validations on the Site Map. However, it is still possible that some errors might occur. If errors occur, the default Site Map will be applied and an error message will be displayed. You must fix the errors in the Site Map and import it again.

Send Us Your Feedback about This Chapter

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