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CHAPTER 3 MICROSOFT DYNAMICS CRM SERVER INSTALLATION

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					                  Chapter 3: Microsoft Dynamics CRM Server Installation


CHAPTER 3: MICROSOFT DYNAMICS CRM SERVER
INSTALLATION
Objectives
               The objectives are:

                       •   Discover the components of the Microsoft Dynamics® CRM Server
                           architecture
                       •   Review the key features of the Microsoft Dynamics CRM Server
                           Setup
                       •   Verify each pre-installation requirement that must be completed
                           before you install Microsoft Dynamics CRM 4.0 Server
                       •   Install Microsoft Dynamics CRM 4.0 Server
                       •   Identify the components that are installed during Server Setup
                       •   Describe the purpose of the Connector for SRS
                       •   Identify the tasks and configuration settings that are completed after
                           you install Microsoft Dynamics CRM Server
                       •   Deploy Microsoft Dynamics CRM for Internet Access
                       •   Install Microsoft Dynamics CRM Server from the Microsoft
                           Dynamics CRM Server CD using the command line
                       •   Describes how to troubleshoot installation and known issues
                       •   Examine how sample databases can be used to give users realistic
                           business data for the Microsoft Dynamics CRM application

Introduction
               Successfully installing Microsoft Dynamics CRM requires more than running the
               Server Setup program. Make sure that you complete all tasks required to prepare
               the Microsoft Dynamics CRM Server environment in addition to all post-
               installation tasks. The implementation process must be performed carefully and
               in phases.

               Implementing a Microsoft Dynamics CRM system-especially one involving
               integration on a local area network for multiple-user access-requires careful
               consideration and planning. A large business with multiple locations experiences
               different challenges than a smaller business with one location and several users.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                A successful Microsoft Dynamics CRM installation starts with an inventory of
                current hardware and software. This determines what equipment is currently
                available to be used as part of the implementation, and what must be purchased
                before continuing the implementation. You must determine the deployment
                scenario that best meets the business’ current needs, yet allows anticipated future
                growth. The prior lesson, Planning the Microsoft Dynamics CRM Installation
                reviews each of these planning considerations.

                When you have configured the hardware environment and installed the required
                software components, follow the steps in this lesson to install Microsoft
                Dynamics CRM Server. This includes the following tasks:

                        •   Pre-installation checklist. Review the pre-installation checklist
                            provided in this lesson to make sure all prerequisites are completed
                            before you install Microsoft Dynamics CRM Server.
                        •   Installation. Microsoft Dynamics CRM can be installed through a
                            Graphical User Interface Wizard or by using command-line options.
                            When you use the command line, the Microsoft Dynamics CRM
                            Server can be either installed through the wizard or in quiet mode
                            without requiring user intervention and the appearance of the
                            installation wizard. This lesson reviews the step-by-step installation
                            instructions for both the Professional and Small Business editions of
                            Microsoft Dynamics CRM using the installation wizard.
                        •   Post-installation tasks. The post-installation process includes
                            verification of the installed components and an optional task of
                            loading sample data.

                 NOTE: Classroom training environments install the sample databases for
                 training purposes. In Microsoft Dynamics CRM 4.0, the sample database is not
                 tied to a particular organizational name. For your Microsoft Dynamics CRM
                 implementations, you may load the sample database for marketing,
                 presentations, for setting up a test system, or for training users.


Microsoft Dynamics CRM Server Architecture
                The Microsoft Dynamics CRM Server architecture can be divided into the
                following conceptual layers:

                        •   Presentation
                        •   Application
                        •   Platform
                        •   Database




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 NOTE: This lesson contains a high-level discussion of each layer and does not
 dwell too deeply on the architecture of Microsoft Dynamics CRM. Although
 administrators or implementers are most likely familiar with the terminology
 and concepts found in this material, it is not required that they understand all
 the details of the actual architectural structure to successfully install and
 configure Microsoft Dynamics CRM.


Presentation Layer
The Presentation layer is the top layer of the Microsoft Dynamics CRM
architecture. There are two distinct presentation components through which users
access Microsoft Dynamics CRM:

        •   Microsoft Dynamics CRM Office Outlook
        •   Microsoft Dynamics CRM

Application Layer
In the Application layer, most application logic revolves around data validation.

There is almost no business logic within the application layer. Instead, most of
the business logic is provided at the platform layer using attribute metadata.
Metadata is information about the elements of a set of data. Metadata can be
thought of as “data about data”.

The attribute metadata captures the following:

        •   All the rules about data context
        •   Business-defined rules, such as business-recommended and business-
            required attributes

Based on these rules that are defined within the metadata, the application layer
displays the user interface accordingly.

 EXAMPLE: As soon as the order number is entered for an order, the
 application layer no longer makes the field available for data entry because by
 definition, the attribute for this field is “write-once.”




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                Platform Layer
                The most important component of the Microsoft Dynamics CRM Server
                architecture is the platform layer. The metadata includes the following key
                features:

                        •   The word “metadata” means descriptive information about the
                            elements of a set of data.
                        •   The underlying data structures use the metadata to control how the
                            platform and user interface operates and appears.
                        •   The metadata abstracts the underlying data storage details, such as
                            schema and data access, from the higher level constructs of domain
                            logic implementation and user interface.
                        •   The metadata enables the platform to abstract itself away from the
                            implementation details that frequently cause problems with upgrades
                            and extensibility.

                If a table definition changes, for example when columns are added or removed,
                the platform code continues to operate without a decrease in performance.
                Microsoft Dynamics CRM can be changed significantly to meet a business or
                vertical definition and still operate without interruption, even through upgrades
                and into additional modules.

                The platform layer of the Microsoft Dynamics CRM Server's architecture and its
                associated metadata provides a simple mechanism that facilitates extensibility.
                This includes:

                        •   Building vertical applications that interface with Microsoft
                            Dynamics CRM.
                        •   Creating domain-specific objects such as contacts, leads,
                            opportunities, accounts, and customer service cases.
                        •   Implementing service-specific rules by manipulating and combining
                            the underlying domain objects.




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The platform layer also plays a significant role with Microsoft Dynamics CRM
security. Each user's privileges are stored in the Microsoft Dynamics CRM
database. It is the platform layer's responsibility to cache user privileges and
determine if a user can perform a specific action based on the security role's
privileges and access levels.




FIGURE 3.1 THE PLATFORM LAYER

The platform layer also interacts with the reporting functionality that is provided
by SQL Reporting Services. The platform layer constructs the filtered SQL views
used for reporting. When the platform constructs a filtered view, it builds rows
based on security checking, directly into the query statement. This means the
returned dataset only includes the records to which the user has access.

Database Layer
The database layer is the lowest layer in the architecture. The database layer
includes databases and a well-defined data access layer. The databases used by
Microsoft Dynamics CRM are discussed later in this lesson.

Single Server Deployment
Microsoft Dynamics CRM 4.0 Workgroup Edition is the only version that can be
deployed and run in a single server configuration.

An all-in-one or single server deployment of Microsoft Dynamics CRM 4.0 is
supported using Microsoft Windows Small Business Server 2003 Enterprise
Edition R2.

In a single server deployment, the computer that is running Windows Server
2003 functions as a domain controller, and Microsoft Dynamics CRM Server,
SQL Server 2005, SQL Server Reporting Services, and optionally, Microsoft
Exchange Server 2003 are installed and running on the same computer.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                Multiple Server Deployment
                Microsoft Dynamics CRM 4.0 Professional Edition and Microsoft Dynamics
                CRM 4.0 Enterprise Edition deployments can include multiple servers, which
                provide additional performance and scaling benefits. There are several multiple
                server configurations that can be deployed with Microsoft Dynamics CRM 4.0
                (application servers, database servers, reporting servers, and mail servers).

                Microsoft Dynamics CRM 4.0 Enterprise Edition has the ability to let you install
                certain Microsoft Dynamics CRM Server components and services to different
                computers. These components and services represent a specific server role. The
                server roles are selected and installed during Microsoft Dynamics CRM 4.0
                Server Setup.

                 NOTE: Installing server roles on separate computers is only supported during
                 use of Microsoft Dynamics CRM 4.0 Enterprise Edition.

                        •   Application Server. Provides the necessary components and Web
                            services needed to run the Web application server that is used to
                            connect users to Microsoft Dynamics CRM data.
                        •   Help Server. Provides the components needed to make Microsoft
                            Dynamics CRM Help available to users.
                        •   Microsoft Dynamics CRM SDK Server. Provides the components
                            needed to run applications that use the methods described in the
                            Microsoft Dynamics CRM 4.0 Software Development Kit (SDK).
                        •   Web Service. Installs the components needed to run the Microsoft
                            Dynamics CRM platform.
                        •   Microsoft Dynamics CRM Processing Asynchronous Service.
                            This service is used to process queued asynchronous events such as
                            bulk e-mail or data import.
                        •   Discovery Service. Installs the components that are required for
                            users to find the organization that they are a member of in a multi-
                            tenant deployment.
                        •   Deployment Service. Installs the components required to manage
                            the deployment by using the methods that are described in the
                            Microsoft Dynamics CRM 4.0 Software Development Kit (SDK),
                            such as create an organization or remove a Deployment
                            Administrator role from a user.

                When installing Microsoft Dynamics CRM 4.0 Enterprise Edition using the
                Microsoft Dynamics CRM Server Setup wizard, the user is prompted for
                “Specify Setup Type” and the options are Typical or Custom. The Typical
                selection will install all server roles.

                However selecting the Custom setup type offers the user an option of either the
                Application Server Role and/or Platform Server Role. You can decide to have a
                computer dedicated to one server group or to both server groups.



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             If you install Microsoft Dynamics CRM 4.0 Enterprise Edition at the command
             line by using an XML configuration file, you can individually specify which
             server roles are to be installed. Server Role Groups are not used when installing
             from the command line.

              NOTE: The Microsoft Dynamics CRM 4.0 Implementation Guide describes in
              more detail how the server role options are included in the XML configuration
              file.


Key Features of Microsoft Dynamics CRM 4.0 Setup
             Key features of Microsoft Dynamics CRM 4.0 Server and the Server Setup
             process include the following:

                     •   Simplified Active Directory integration
                     •   Minimum user rights required for installation
                     •   Environmental Diagnostic Wizard
                     •   Trial Version of Microsoft Dynamics CRM
                     •   PID Licensing
                     •   Simplified Setup
                     •   Microsoft Dynamics CRM Registration
                     •   Installation Rollback and Repair

             These features are discussed in detail in this training.

             Minimum User Rights
             One of the design goals for Microsoft Dynamics CRM 4.0 was to make the
             installation process friendlier to the network environment of large organizations.
             This goal centered on the division of ownership and authority. This was due in
             part to the following scenarios:

                     •   Frequently, the Microsoft Dynamics CRM installation user does not
                         have access to the Active Directory or the Exchange Servers.
                     •   There is one group of administrators who maintain Active Directory
                         and another group who administers the Exchange Servers. Requiring
                         that the Microsoft Dynamics CRM installation user be a Domain
                         Administrator can be problematic for large networks because it
                         conflicts with this configuration.

             With Microsoft Dynamics CRM 4.0, the installation user must possess a
             minimum set of security privileges. This reduces opportunities for conflicts with
             the policies of the Active Directory and Microsoft Exchange administrators.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                The installation user installing Microsoft Dynamics CRM 4.0 does not have to be
                a Domain Administrator. If the installation user is not a Domain Administrator,
                the user must possess the following set of privileges at the organizational unit
                level:

                        •   Ability to create objects within Active Directory Organizational
                            Units (OU) that are the target parent OU for installing Microsoft
                            Dynamics CRM
                        •   SQL Server Administrator privilege
                        •   IIS Server local Administrator privilege
                        •   Local Administrator on the computer where Microsoft Dynamics
                            CRM is to be installed

                Manually Adding Objects to Active Directory
                If, for some reason, setup did not correctly create the security groups shown in
                the table, resulting in an error message, then you will have to manually add the
                objects to Active Directory, use Active Directory Users and Computers. You
                must add the following users and computers to each security group:

                 Security Group         Object Type            Description
                 PrivUserGroup          User                   User who is running
                                                               Microsoft Dynamics CRM
                                                               Server Setup.
                 PrivUserGroup          Computer               Computer where
                                                               Microsoft Dynamics CRM
                                                               Server is installed.
                 PrivUserGroup          Computer               Computer where
                                                               Microsoft Exchange
                                                               Server is installed (if using
                                                               the E-mail Router).
                 SQLAccessGroup         Computer               Computer where
                                                               Microsoft Dynamics CRM
                                                               Server is installed.
                 PrivReportingGroup     Computer               Computer where the
                                                               Microsoft Dynamics CRM
                                                               Data Connector is
                                                               installed.




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Assigning Pre-created Groups
The installation user must possess a minimum set of security privileges:

        •   These privileges can be automatically assigned to the installation
            user through pre-created security groups.
        •   This functionality is available only when you run the Microsoft
            Dynamics CRM Server Setup through the command line.

The rules governing using security groups applied by command-line Server Setup
include the following:

        •   Active Directory groups can be created as either a Universal group or
            a Domain Local group.
        •   Group names can be any value and do not have to match the assigned
            privilege.
        •   Microsoft Dynamics CRM supports both automatic and manual
            group membership management.
        •   If automatic group member management is turned off, the Active
            Directory administrator must add or remove the installation user
            from all the Microsoft Dynamics CRM-related Active Directory
            groups.
        •   If automatic group member management is turned on, the installation
            user is automatically added or removed from all appropriate Active
            Directory groups.

Pre-Installation Check
The Setup program starts with a pre-installation check of the hardware, software,
and network configurations. When the check is complete, the user is presented
with a checklist of items that must be addressed before the Setup program can
continue.

Examples of items found during this check include the following:

        •   Update or install required software components
        •   Verify the Active Directory domain controller(s)
        •   Verify the installation user is a domain user

 NOTE: When software components must be installed, the user can exit Setup
 and install components manually, or select Install. Some installation
 components may require that you restart the computer. If you are prompted to
 restart the computer, do so, and then start Setup again.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                Environmental Diagnostic Wizard
                The Setup program starts an environmental diagnostic tool that detects and
                reports back on the current environmental settings. All errors must be fixed
                before Setup can continue.

                The user can click a Help option next to each setting that is incomplete or in
                error. This provides step-by-step instructions on how to meet that prerequisite or
                fix the problem.

                Examples of the settings that are checked include the following:

                        •   SQL Server service is running
                        •   SQL Server Agent is running
                        •   Indexing service is running
                        •   The Setup user has the appropriate privileges required to create the
                            databases
                        •   IIS has all the parameters set up correctly
                        •   There are no Domain Controller conflicts

                Active Directory Integration
                In Microsoft Dynamics CRM 4.0, Active Directory is a necessary component
                that is used strictly for user authentication. The following describes the
                relationship between Active Directory and Microsoft Dynamics CRM 4.0:

                        •   Because Microsoft Dynamics CRM uses Active Directory strictly for
                            user authentication, you can point the Microsoft Dynamics CRM
                            Server Setup program to an existing domain or to a custom OU that
                            you created.
                        •   Microsoft Dynamics CRM supports both mixed and native mode
                            domains.

                Registering a Microsoft Dynamics CRM Installation
                During Setup, the installation user can select to register the installation
                immediately following Setup or at a later date. To register the system at a later
                date, you must run a Registration Wizard included with Microsoft Dynamics
                CRM.

                Registration rules include the following:

                        •   You can have 30 days in which to register your deployment.
                        •   If you do not register within that time frame, Microsoft Dynamics
                            CRM will change to read-only mode.
                        •   If this occurs, you must register the deployment through the
                            Registration Wizard to enable user access.


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Registration involves answering basic business-related questions. This includes
the following:

        •   The organization's name and address
        •   Number of Microsoft CRM users and additional site information
        •   Partner information

Microsoft PID Licensing, Trial Version of Microsoft CRM,
and Rollback
Microsoft requires that you activate Microsoft Dynamics CRM to verify that
your installation is performed with a genuine Microsoft product.

During activation, the installation user is prompted to enter the product license
key. This key is specific to the Microsoft Dynamics CRM system and is typically
located on the CD Cover.

The Microsoft licensing system allows partners to obtain a 90 day trial version of
Microsoft Dynamics CRM 4.0. The expiration date is calculated by the Setup
program based on the installation date.

Rollback & Repair and Error Reporting
If the Setup or upgrade fails, or if the user clicks on Cancel when Setup is
running, the Setup can roll back to the previous known state of the server.

If Microsoft Dynamics CRM files are overwritten or become corrupted following
installation, the user can run the Setup program again and select the Repair
option. This performs the following processes:

        •   Restores all the binary files
        •   Re-registers system components
        •   Replaces registry keys as required

Dr. Watson Error Reporting

The Dr. Watson Error Reporting tool is installed during Microsoft Dynamics
CRM Server Setup. It provides advanced explanations related to the following:

        •   Microsoft Dynamics CRM Server installation failures
        •   Microsoft Dynamics CRM Server crashes




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                Independent Microsoft Dynamics CRM Web site
                Microsoft Dynamics CRM 4.0 uses Internet Information Services (IIS) as the
                Web service that provides the Web pages used by Microsoft Dynamics CRM.

                Indicate during the Microsoft Dynamics CRM Server Setup process which Web
                site to use for storing the Microsoft Dynamics CRM application.

                 WARNING: For Microsoft Dynamics CRM 4.0, do not use the Default Web site
                 if the Web server is shared. When a dedicated computer is used for Microsoft
                 Dynamics CRM, you may choose to use default web site; however, the
                 recommendation is to use the standard Website for such deployments because
                 this is also much simpler in the context of SSL


                Microsoft Dynamics CRM Server Setup Web site
                In Microsoft Dynamics CRM 4.0, you can create your own Microsoft Dynamics
                CRM Web site or let the Microsoft Dynamics CRM Server Setup program create
                one for you. There are two ways to access Microsoft Dynamics CRM if you let
                the Setup program create the Microsoft Dynamics CRM Web site:

                       •   Using a host header. You can assign a host header record to the
                           Web site after the Setup program has finished. Once you create a
                           DNS Alias record for the host header name, use the URL assigned to
                           the host header to access Microsoft Dynamics CRM.
                       •   Using the port number reference. If you do not assign a host
                           header to the Web site, you can access it by entering the server name
                           followed by the port number assigned to the site.
                           o    By default, the Microsoft Dynamics CRM Setup program
                                assigns port 5555 to the web site that it creates.
                           o    To access Microsoft Dynamics CRM, you must enter
                                http://<server name>:5555
                           o    The default port ID can be changed by running the Setup
                                program through the command line and specifying the new port
                                number in the Setup configuration file.



                 NOTE: As a best practice, install the Web site on a non-system partition; that
                 is, one that does not contain the Windows operating system installation.


                Multicurrency
                The base currency (ISO currency code) is selected during the Microsoft
                Dynamics CRM Server Setup process and cannot be changed by the
                organization.




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However, you can change the base currency name and symbol. Transaction
currencies are related to the base currency with the definition of a currency
exchange rate.

Trustworthy Computing Initiatives
To deliver upon Microsoft's long-term, collaborative efforts to create and deliver
secure and reliable computing experiences for everyone, Microsoft Dynamics
CRM uses the following:

        •   Use of Windows Authentication. Both mixed mode and Windows
            authentication mode are supported on the SQL Server, but only
            Windows Authentication is used by Microsoft Dynamics CRM 4.0.
            Where mixed mode is a super set of Windows Authentication mode,
            Microsoft Dynamics CRM only requires Windows Authentication
            mode. From a trustworthy computing standpoint, this is a reduction
            of surface area, because a second mechanism of authenticating to the
            SQL Server is not used.

 NOTE: Microsoft Dynamics CRM's dependence on Windows Authentication
 stems in part from the filtered views in SQL that enable SQL Server Reporting
 Services and live Microsoft Excel list and pivot tables. These features require
 Windows Authentication on the SQL Server because users directly connect to
 the SQL Server. These views enable security to be considered even when you
 connect directly to the SQL Server.

        •   During Microsoft Dynamics CRM Server Setup, the Setup program
            adds only those privileges required by Microsoft Dynamics CRM to
            the Network Service account. This is known as the “principle of
            least- privilege.” If someone compromises Microsoft Dynamics
            CRM, he or she only possesses the limited rights assigned to the
            Network Service account by Microsoft Dynamics CRM instead of
            control of the server.
        •   The “Domain Admin Account” security requirement is not required
            to install, upgrade, or repair Microsoft Dynamics CRM. Only basic
            security privileges are required for the installation user.

Custom Installation for OEMs and Organizational Settings
Original Equipment Manufacturers (OEMs) build and install Microsoft
Dynamics CRM servers for their customers. The Microsoft Dynamics CRM 4.0
command-line Server Setup program can install server software without
requesting customer-specific configuration details. The OEM supplies a valid
license and server configuration information such as the target install directory.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                When customers receive the Microsoft Dynamics CRM Servers configured by an
                OEM, the customer runs a mini-server Setup program and a mini-Microsoft
                Dynamics CRM Setup program. The customer provides a business name; within
                approximately 30 minutes they have a running Microsoft Dynamics CRM
                system.

                The Setup program detects the Server Operating System's time zone and sets it as
                the default time zone for the Microsoft Dynamics CRM Server.

                 IMPORTANT: Verify that the time zone, date, and time are correct before you
                 install Microsoft Dynamics CRM Server.


Microsoft Dynamics CRM Server Pre-Installation Checklist
                Before you install Microsoft Dynamics CRM Server, there are several system
                components that must be configured correctly for a successful installation.

                These requirements are included in the Pre-installation Checklist. Verify that
                these requirements are satisfied before you install Microsoft Dynamics CRM
                Server.

                Microsoft Dynamics CRM 4.0 Server Pre-Installation Checklist for Windows
                Server 2003

                 Check box when         Component                   Requirement
                 verified
                                        Software Requirements       Complete the Microsoft
                                                                    Dynamics CRM Server
                                                                    Software Requirements
                                                                    found in the lesson on
                                                                    Planning the Microsoft
                                                                    Dynamics CRM
                                                                    Implementation.
                                        Active Directory            Create a CRM
                                                                    Administrator user
                                                                    account in Active
                                                                    Directory. This user
                                                                    account is used to run the
                                                                    Microsoft Dynamics CRM
                                                                    Setup. As best practice, do
                                                                    not use the Administrator
                                                                    account to perform the
                                                                    Setup. Verify that
                                                                    Administrator account has
                                                                    the privileges required to
                                                                    install Microsoft
                                                                    Dynamics CRM 4.0.




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Check box when   Component              Requirement
verified
                                        Decide if you want to use
                                        in the existing Active
                                        Directory domain, an
                                        existing OU, or create a
                                        custom OU.
                 SQL Server Reporting   SQL Full Text Searching
                 Services               configured and running for
                                        Knowledge Base
                                        functionality.
                                        MSSQLSERVER service
                                        that is running and set for
                                        Automatic startup.
                                        SQLSERVERAGENT
                                        service that is running and
                                        set for Automatic startup.
                 Indexing Service       Indexing Service installed
                                        and running and set for
                                        Automatic startup
                 IIS                    The World Wide Web
                                        Publishing service and the
                                        IIS Admin Service must
                                        be installed and running
                                        on the Microsoft
                                        Dynamics CRM Server
                                        and set for Automatic
                                        startup.
                                        Determine if you want to
                                        create a Microsoft
                                        Dynamics CRM Web site.
                                        This step is optional. You
                                        can create your own Web
                                        site, or let the Microsoft
                                        Dynamics CRM Server
                                        Setup program create the
                                        Web site for you.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                 Check box when          Component                 Requirement
                 verified
                                         DNS                       Verify that the DNS
                                                                   Server has the appropriate
                                                                   host records for the Web
                                                                   site that will host
                                                                   Microsoft Dynamics
                                                                   CRM.
                                         Internet Explorer         On all computers running
                                                                   Internet Explorer to access
                                                                   your Microsoft Dynamics
                                                                   CRM Web site, add the
                                                                   Web site to the trusted
                                                                   sites used by your
                                                                   organization. Disable the
                                                                   use of the pop-up blockers
                                                                   and set the User
                                                                   Authentication Logon
                                                                   security setting according
                                                                   to your organization's
                                                                   logon policy.

                Pre-installation Checklist

                Installation User Account
                The installation user account can be a Domain Administrator, but it is not a
                requirement. If the installation user is not a Domain Administrator, you must
                grant this user account the following privileges:

                        •   Ability to create objects within the Active Directory organizational
                            unit (OU) that is the target parent OU for installing Microsoft
                            Dynamics CRM
                        •   SQL Server Administrator privilege
                        •   Server Running IIS local Administrator privilege
                        •   Local Administrator on the computer where Microsoft Dynamics
                            CRM is to be installed

                 NOTE: For the purposes of the lab exercise, the Administrator user account is
                 a Domain Administrator.




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Microsoft Dynamics CRM Web Site and Host Header
Record
Perform the following pre-installation tasks if your organization creates the
Microsoft Dynamics CRM Web Site prior to installing Microsoft Dynamics
CRM Server:

        •   Create the Microsoft Dynamics CRM Web Site
        •   Assign a host header record to the Web site
        •   Validate the local folder path of the Web site
        •   Add the Web site to the Internet Explorer Web content security zone
            and adjust its security settings

Procedure - Create the Microsoft Dynamics CRM Web Site
Follow the steps below to create a new Web site used to install the Microsoft
CRM Web components.

        1. Navigate to Administrative Tools, then Internet Information
           Services (IIS) Manager.
        2. Expand your local computer (for example, CRM) if it is not
           expanded.
        3. Right-click the Web Sites folder, point to New, then click Web Site
           to start the Web Site Creation Wizard.
        4. Complete the wizard using the following information:
           o The IP address for this site will be the IP address of the web
                server.
           o For the TCP port, use whatever port your organization has
                exposed forthis site (port 80 is a typically used in smaller
                organizations).
           o For the host header, enter the value your organization wants to
                use asthe site's URL (for example, if you enter CRM as the host
                header, the site'sURL will be http://crm).
           o Do no allow anonymous access to this web site.

        5. The Web site access permissions for this site are:
           o For the TCP port, use whatever port your organization has
              exposed forthis site (port 80 is a typically used in smaller
              organizations).
           o The Read permission is checked by default. Leave this
              permissionchecked.




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                Assign a Host Header to the Microsoft Dynamics CRM
                Web Site
                If you create the Microsoft Dynamics CRM Web site in IIS, assign a user-
                friendly URL alias to the site by adding a domain controller pointer record that
                binds the URL alias to the web site. This pointer record is referred to as a host
                header record.

                A host header includes the following features:

                        •   In smaller organizations, especially those running Small Business
                            Server, host headers let you have one port that references multiple
                            web sites.
                            o   For example, both the Default Web Site and the Microsoft
                                Dynamics CRM Web site can access the same port.
                            o   In smaller organizations, the port is typically port 80.
                            o   This limits the number of ports the organization must make
                                available through their web server.

                        •   The URL assigned to the host header record of the Microsoft
                            Dynamics CRM web site is used to access Microsoft Dynamics
                            CRM.

                 EXAMPLE: If you assign a URL alias of “crm” to the Microsoft Dynamics
                 CRM Web site, then a Microsoft Dynamics CRM user can access Microsoft
                 Dynamics CRM by entering http://crm in their browser client.

                Perform the following steps to add a DNS entry for the assigned host header:

                        1. Navigate to Administrative Tools, Computer Management.
                        2. Expand Computer Management, then expand Services and
                           Applications, and then expand DNS.
                        3. Expand the name of the server.
                        4. Expand Forward Lookup Zones.
                        5. Expand the domain name (for example, ADVWORKS.MSFT), then
                           right-click on the domain name. Note: If you right-click on the
                           domain name without expanding it first, the New Alias (CNAME)
                           option in the next step is disabled.
                        6. Select New Alias (CNAME).
                        7. In the New Resource Record window, enter the host header value in
                           the Alias name field.
                           a. This is the value you entered as the Host Header when you
                                created theMicrosoft Dynamics CRM Web site; for example,
                                crm.




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            b. This is also the URL address you will use later to access the
               MicrosoftDynamics CRM application (for example,
               http://crm(http://crm/)).

      8.  Click Browse.
      9.  Double-click the server name.
      10. Double-click Forward Lookup Zones.
      11. Double-click the domain name (for example, ADVWORKS.MSFT)
      12. Select the server name (for example, CRM). Click OK twice to close
          the New Resource Record.
      13. To verify the new Host header record is created correctly, select your
          domain name under Forward Lookup Zones. Alias (CNAME)
          appears as the type for the Microsoft CRM web site in the right pane
          (in this example, this is the CRM Web site).


NOTE: When installing Microsoft Dynamics CRM on a Small Business Server,
the alias (CNAME) also appears as the type for the company Web site. The
company Web site does not appear when installing the Professional or
Enterprise Edition on a Windows 2003 server.


      14. While in Computer Management and DNS, right-click on the server
          name (for example, CRM).
      15. Select Clear Cache.
      16. Right-click on the server name again.
      17. Select Update Server Data Files (these two steps are best practices
          to perform on your server).
      18. To verify that you can connect to your new web site, navigate to
          Start, Program, Accessories, then Command Prompt (or use Start,
          Run, and enter cmd).
          a. Type: ping <server name> [Enter] (for example, ping crm).
          b. The IP address of your server (for example, 192.168.16.1)
              appears.

      19. Ping your new web site.
          a. Type: ping <alias> [Enter], (for example; ping crm).
          b. It replays by displaying the IP address of your server (for
              example, 192.168.16.1).
          c. Alternatively, you can also ping the fully qualified name for the
              web site. For example, if your web site alias was crm and the
              domain was advworks.msft, you enter: ping crm.advworks.msft




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                Validate the Local Folder Path of the Web Site
                If you create the Microsoft Dynamics CRM web site in IIS, you must use a Web
                site that uses a local folder location in the Path field on the Home Directory in
                the IIS console. During Microsoft CRM setup, if you specify a Web site that uses
                a “home” network shared folder on another server, Microsoft CRM Setup fails
                with errors such as the following:

                        •   Error 1327. Invalid Drive: H:\
                        •   Installation failed prematurely...
                        •   Failed to install Microsoft CRM Server.
                        •   Failed to Install MSI part of Microsoft CRM Server Setup.
                        •   Unspecified error
                        •   (80004005)

                Add Web Site to Internet Explorer Web Content Security
                Zone
                As previously mentioned, you can either create the Microsoft Dynamics CRM
                web site or let the Microsoft Dynamics CRM Server Setup program create the
                site for you. In either case, you must add the site to the corresponding Web
                content zone which Internet Explorer uses to determine the site's security
                settings. The selected zone is dictated by an organization's internet security
                policies. If you fail to perform this step, then Internet Explorer's Enhanced
                Security Configuration blocks you from accessing Microsoft Dynamics CRM.

                Once you add the Microsoft Dynamics CRM web site to the Web content zone
                used by your organization, review the security level for that zone and select the
                User Authentication Logon setting used by your organization. You must also
                disable the use of pop-up blockers to access Microsoft CRM.




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Lab 3.1 - Microsoft Dynamics CRM Pre-Installation Checklist
Verification
             Scenario

             Adventure Works Cycle is implementing Microsoft Dynamics CRM. As
             Technical Consultant, you will install the Microsoft CRM server software.

             It is your responsibility to verify each item in the pre-installation checklist. In this
             Lab, use the following information as you perform each pre-installation task. For
             the Microsoft Dynamics CRM install user account, create a user account in
             Active Directory with the following credentials:

                     •    First name: Microsoft Dynamics CRM
                     •    Last Name: Administrator
                     •    Domain logon name: crmadmin
                     •    Password: Pa$$w0rd

              IMPORTANT: The default security policy for Domain Controllers only allows
              users who are members of the Domain Admins group to log on to the server. In
              classroom training environments, the Microsoft Dynamics CRM Server is also
              the domain controller. By default, any user needing to log onto the server must
              be a domain administrator. Because this server is used to test client access
              against the Microsoft Dynamics CRM Server, and because not all test users will
              become domain administrators, this security policy has been adjusted so that
              any user can log in to the domain controller.

              THIS IS NOT A STANDARD SECURITY BEST PRACTICE. This policy
              change is used in training only because of the classroom's Virtual PC image
              work environment.

             Adventure Works has decided to let the Microsoft Dynamics CRM Server Setup
             program create the Microsoft Dynamics CRM Web site. No additional Web site
             tasks will be required at this time (although in Lab - Post-installation Tasks, you
             will be required to add the Web site to Internet Explorer's Trusted Sites content
             zone).

             During Microsoft Dynamics CRM Server installation, an organizational unit will
             be created in Active Directory. Adventure Works wants you to create this
             organizational unit with the title of Microsoft Dynamics CRM and place this
             organizational unit under the advworks domain.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                Challenge Yourself!
                For the installation to be successful, you must review each pre-installation
                checklist requirement.

                 NOTE: Verify Microsoft Dynamics CRM Server Software Requirements.


                Need a little help?
                Verify that each software component in the Pre-Installation Checklist is satisfied,
                including: Active Directory modes, Windows Server operating system, Internet
                Information Services (IIS), and SQL Reporting Services.

                 NOTE: Assume that the Microsoft Dynamics CRM Server Software
                 Requirements Checklist has been completely validated before this lab.

                Services

                Microsoft Dynamics CRM requires that a number of services are running on the
                Microsoft Dynamics CRM server. These services must have a current status of
                “Running,” and the Startup Mode for the services must be set to “Automatic.”
                The required services are:

                        •    Indexing Service
                        •    World Wide Web Publishing
                        •    IIS Admin Service
                        •    SQL Server (MSSQLSERVER)
                        •    SQL Server Agent (MSSQLSERVER)
                        •    SQL Server Reporting Sevices (MSSQLSERVER)
                        •    SQL Server Full Text Search (MSSQLSERVER)

                        1.   Navigate to Administrative Tools, Services.
                        2.   If the service is not running, right-click and select Properties.
                        3.   Set the Startup type to Automatic.
                        4.   If the Start button is not enabled, click Apply, and then click Start.
                             Once it is started, close the services window.




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Step by Step
Perform the following steps to complete this lab:

Create the Microsoft Dynamics CRM installation user account:

        •    First name: CRM
        •    Last Name: Administrator
        •    Domain logon name: crmadmin
        •    Password: Pa$$w0rd

        1.   Click Start>Administrative Tools>Computer Management
        2.   Expand System Tools
        3.   Expand Local User Groups
        4.   Click Groups
        5.   Select Administrators, and then click Properties
        6.   Click Add, to create the CRM Administrator account.

Services

Microsoft Dynamics CRM requires that a number of services are running on the
Microsoft Dynamics CRM server. These services must have a current status of
“Running,” and the Startup Mode for the services is set to “Automatic.” These
services include:

        •    Indexing Service
        •    World Wide Web Publishing
        •    IIS Admin Service
        •    SQL Server (MSSQLSERVER)
        •    SQL Server Agent (MSSQLSERVER)
        •    SQL Server Reporting Services (MSSQLSERVER)
        •    SQL Server Full Text Search (MSSQLSERVER)

Windows Indexing Service

The Windows Indexing Service needs to be loaded and running on the Microsoft
Dynamics CRM server to facilitate Knowledge Base searching within Microsoft
Dynamics CRM. Perform the following steps to verify the service is running.

        1. On the Start menu, click Administrative Tools, and click Services.
           Leave this window open while you verify all the services in the
           following instructions.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                        2. Scroll to the Indexing Service and verify it is running. If the Indexing
                           Service is not running, execute the following steps:
                           a. Right-click on it and click Properties.
                           b. Set the Startup type to Automatic.
                           c. If the Start button is not enabled, you must click the Apply
                               button. Then click the Start button. Once it has started, click OK
                               to close the Properties window.

                Internet Information Services

                Internet Information Services (IIS) requires that two services be loaded and
                running on the Microsoft CRM server. These services are the World Wide Web
                Publishing service and the IIS Admin service.

                        1. Scroll through the Services to the IIS Admin Service and the World
                           Wide Web Publishing Service and verify each is running and its
                           Startup Type is set to Automatic.
                        2. If either service is not running or its Startup Type is not set to
                           Automatic, then perform the following steps:
                        3. Right-click on each service and click Properties.
                        4. Set the Startup type to Automatic.
                        5. If the Start button is not enabled, click the Apply button. Click Start.
                        6. Once it is started, click OK to close the Properties window.

                SQL Services

                There are four SQL services that must be running. Since these services are
                installed when SQL Server 2005 is installed, the services will not be missing in
                the Services folder (assuming you have Microsoft SQL Server installed). Perform
                the following steps to verify the services are running.

                        1. Scroll down through the Services until you see each of the following
                           services and verify that each is running and its Startup Type is set to
                           Automatic.
                           o SQL Server (MSSQLSERVER)
                           o SQL Server Agent (MSSQLSERVER
                           o SQL Server Reporting Services (MSSQLSERVER)
                           o SQL Server FullText Search (MSSQLSERVER)

                        2. If the SQL services are not running or its Startup Type is not set to
                           Automatic, then perform the following steps:
                           o Right-click on each service and click Properties.
                           o Set the Startup type to Automatic.
                           o If the Start button is not enabled, click Apply. Click Start.
                           o Once it has started, close the Properties window.




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Installing Microsoft Dynamics CRM 4.0 Enterprise
             Before installing Microsoft Dynamics CRM Server, validate the hardware and
             software configuration against the server and client's hardware and software
             requirements. Also, complete every task in the pre-installation checklist. As soon
             as these steps are complete, you are ready to install Microsoft Dynamics CRM
             Server.

             This section examines each step in the installation process for the Microsoft
             Dynamics CRM Server 4.0 Professional Edition.

             Step 1 - License Code Information
             After the splash screen, enter the Microsoft Dynamics CRM Server license code.
             A valid server license key must be entered before the rest of the installation can
             continue. Features of the License Code page include the following:

                     •   The license key code entered on this page is the key included with
                         the Microsoft Dynamics CRM 4.0 cd.
                     •   After entering each license key, click Add to validate the key.
                     •   Validated license keys are displayed in the page with the number of
                         user licenses associated with it.
                     •   A validated key can be deleted from the page.
                     •   There is no requirement of the order in which the server and client
                         license keys are entered; the only stipulation is that the installation
                         cannot continue until a server key is entered.



              NOTE: Client license keys can also be entered in the License Manager tool
              following the installation of the Microsoft Dynamics CRM Server.


             Step 2 - Update Installation Files
             Before you start Setup, check online for available updates. To do this, click
             update installation files.

             The Setup program will notify you if updates are required. If no update is needed,
             Setup will notify you that you have the most current installation files.

             Step 3 - End User License Agreement
             The installation user can print the End User License Agreement (EULA).
             However, the user cannot continue with the installation until the license
             agreement is accepted.




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                Step 4 - Install Required Components
                The Install Required Components page identifies software components required
                by the Microsoft Dynamics CRM Server Setup program that have not been
                installed on the Microsoft Dynamics CRM Server. This page does not appear if
                all required components are installed.

                Any components on the Install Required Components page must be installed
                before Microsoft Dynamics CRM can be installed. To install missing
                components, you can exit Setup and install the components manually, or you can
                select the Install option on this page and the Setup program will install the
                components. The Next button is disabled until Setup detects that the missing
                components have been installed.

                 NOTE: Installing these components may require you to restart the computer. If
                 you are prompted to restart the computer, do so, and then start Setup again.


                Step 5 - Specify the Setup Type
                If you are installing Microsoft Dynamics CRM 4.0 Enterprise Edition, the
                Specify Setup Type page appears. Click Typical to install all server roles on the
                computer, or click Custom to specify a specific server role.

                Step 6 - Specify the Organization Name
                The Specify Organization Name page allows the installer to specify the
                organization name. The organization name is used as follows:

                        •   When the Microsoft Dynamics CRM Server Setup program creates
                            the Microsoft Dynamics CRM database and appends the
                            organization name to the start of each database name.
                        •   The Microsoft Dynamics CRM Server Setup program creates a root
                            business unit in Microsoft Dynamics CRM and assigns it the
                            organization name entered here.

                 BEST PRACTICE: Although any organization name can be entered, use the
                 organization's legal entity/trading name as the organization's name.


                 NOTE: The Organization Name box is limited to the standard ASCII character
                 set (A-Z, 0-9, and _). Additionally, the name must be unique to the deployment
                 and cannot begin with a number or underscore (_) character. The display name
                 does not require the underscore (_) character.




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Step 7 - ISO Currency Code & Currency Name
Browse to select the organizations base currency for this installation of Microsoft
Dynamics CRM Server. The base currency is used for financial reporting, such as
profit and loss statements and balance sheets.

 NOTE: After Setup has completed, you cannot change the base ISO currency
 code. However, you can change the base currency name and base currency
 symbol.


Step 8 - Customer Experience Improvement Program
The Help Us Improve the Customer Experience page indicates if the
organization wants to participate anonymously in the Customer Experience
Improvement Program.

 NOTE: By default, the Customer Experience Improvement Program feature in
 Microsoft Dynamics CRM is turned off. If later you decide that you want to
 participate in the Customer Experience Improvement Program, you can turn on
 this feature in the Microsoft Dynamics CRM Web application. To do so, in the
 Navigation Pane, click Settings, under Settings, click Administration, in the
 Administration area click Privacy Preferences, in the Privacy Preferences
 dialog box check the Yes, I am willing to participate anonymously in the
 Customer Experience Improvement Program check box, and then click OK.


Step 9 - Select Installation Location
The Select Installation Location page identifies the directory location where the
Microsoft Dynamics CRM components are stored on the Microsoft Dynamics
CRM Server. C:\Program Files\Microsoft CRM is the default location presented
on the page.

Step 10 - Web Site
The Web Site page indicates which Web site is used for storing the Microsoft
Dynamics CRM Web components. The following two options are available:

        •   The installation user can select an existing Web site from the drop-
            down list.

 NOTE: Select Refresh if the Web site you plan to use does not appear in this
 list.

        •   The installation user can select an option that directs the Setup
            program to create a new Web site.




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                If you let the Setup program create the Web site, the Microsoft Dynamics CRM
                Web site is located at: C:\ProgramFiles\Microsoft Dynamics CRM\CRMWeb.
                Also located in this folder is a web.config file for this Web site.

                Step 11 - Select SQL Server
                The Select SQL Server page indicates which SQL Server to use as the database
                server for the Microsoft Dynamics CRM installation. This page includes the
                following options:

                       •   The installation user can select the SQL Server from a list of
                           available servers in the domain.

                 NOTE: Select Refresh if the SQL Server you plan to use does not appear in this
                 list.

                       •   The installation user must select an option that indicates if the Setup
                           program will create a new database or connect to an existing
                           database.
                           o   Select the Create new databases option when the Setup
                               program is installing the first Microsoft Dynamics CRM Server
                               in the organization's deployment.
                           o   If multiple Microsoft Dynamics CRM Servers are installed,
                               select the Connect to existing databases option for each
                               subsequent Microsoft Dynamics CRM Server installation.



                 NOTE: When you select “Create new databases,” Setup creates a new
                 organization database using the name that you specified and a configuration
                 database using the name MSCRM_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.

                 When you select “Connect to existing databases,” Setup requires that a
                 Configuration Database (MSCRM_CONFIG) already exist on the computer
                 that is running SQL Server. An error message will appear if an
                 MSCRM_CONFIG database does not already exist.
                 Microsoft Dynamics CRM 3.0 or earlier version databases are not supported.




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   Chapter 3: Microsoft Dynamics CRM Server Installation


Step 12 - Specify Reporting Services Server
The Specify Reporting Services Server page directs the Server Setup program to
connect to an existing SRS server to run the Microsoft Dynamics CRM reports.
The following options are available on the page:

        •   Create new databases: Make sure that you use the Report Server
            URL, not the Report Manager URL. Example:
            http://Host/ReportServer(http://host/ReportServer)
        •   Connect to existing databases: Locate an existing configuration
            database on the SQL Server.

If SRS is not installed, stop Microsoft Dynamics CRM installation, install SRS
and then run Microsoft Dynamics CRM setup again.

 IMPORTANT: To verify that you are using thecorrect URL, in a browser, type
 the Report Server URL as the address. Youwill see a page titled
 <server>/ReportServer - /: with text thatdisplays the version number: Microsoft
 SQL Server Reporting ServicesVersion <version number>. ClickNext.


Step 13 - Select the Organizational Unit
The Select the Organizational Unit page identifies the organizational unit within
Active Directory that will contain the Microsoft Dynamics CRM System Groups.
You must point the Setup program to an existing domain or Organizational Unit.
If you select an organizational unit, it must be in the same domain as Microsoft
Dynamics CRM.

Click Browse to display the organizational tree structure within Active
Directory, and then click the domain or an organizational unit from within the
domain.

Step 14 - Specify the Security Account
The Specify the Security Account page identifies the security account used for
the Microsoft Dynamics CRM services and ASP.NET component.

You can use the same account or specify a different account for each service. The
accounts you can choose from include the following:

        •   Network service account (this is the default for each service)
        •   Domain user account

 NOTE: Network Service is recommended.




                                                                              3-29
Installation and Deployment in Microsoft Dynamics® CRM 4.0


                 NOTE: If you select to run the ASP.NET service under a domain user account
                 that is not either a domain administrator or a local administrator, you must set
                 a local security policy after you install Microsoft Dynamics CRM Server for the
                 ASP.NET service to work correctly. Also, depending on the password policies
                 you have implemented for your organization, the password for the user may
                 expire.


                Step 15 - E-mail Router Settings
                The E-mail Router Settings page allows you to identify the Exchange Server
                computer or POP3 compliant server that will be used to route Microsoft
                Dynamics CRM e-mail messages.

                 NOTE: If you are not configuring e-mail integration at the time of installation,
                 make sure to add the incoming Exchange Server to the Microsoft Dynamics
                 CRM PrivUserGroup after Microsoft CRM Router Setup is done.


                Step 16 - System Requirements
                At this point all the system parameters used to install the Microsoft Dynamics
                CRM server have been entered by the installation user. With this step the Server
                Setup program runs the Environmental Diagnostic Wizard. This tool verifies
                each system requirement for a successful Microsoft Dynamics CRM Server
                installation. For any requirement that fails, double-click on the error to see a
                description and suggested steps to solve the problem.

                Failed tests must be corrected before installation can continue. If a problem will
                take time to correct, cancel Setup at this point, fix the problem and restart Setup
                again. All errors must be resolved. If no errors or only warnings appear, you can
                continue with the installation. To do so, click Next.

                Step 17 - Ready to Install Microsoft Dynamics CRM
                The Ready to Install Microsoft Dynamics CRM page displays all the selections
                made on the previous pages. If there are any parameters that need adjusting,
                navigate back to the appropriate page and adjust the parameters accordingly.

                 IMPORTANT: Thoroughly review all selections made during the previous
                 installation setup screens prior to clicking the Install button. Once you click the
                 Install button, it is too late to stop the installation process to make any
                 corrections. If this occurs, you must let the installation finish, then uninstall and
                 reinstall the application. You can opt to cancel the installation.




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             Step 18 - Installing Microsoft CRM Server
             When Setup completes successfully, the Microsoft Dynamics CRM 4.0
             Completed page appears. Let Setup restart the computer by leaving the Restart
             the computer when the wizard closes option checked. Click Finish.

              NOTE: To complete the installation of Microsoft Dynamics CRM Server, you
              must install the Data Connector for Microsoft SQL Server Reporting Services;
              for installation instructions, see the following section.
              You cannot install the Data Connector for Microsoft SQL Server Reporting
              Services before you install Microsoft Dynamics CRM Server.


Components Installed During Server Setup
             This section describes what is installed when Microsoft Dynamics CRM is
             installed.

             Microsoft Dynamics CRM Installed Components
             When Microsoft Dynamics CRM is installed on the server, the default folders
             listed in the following table are created.

              Folder                                               Comments
              <systemdrive>:\Program Files\Microsoft CRM\          Microsoft Dynamics
                                                                   CRM Server program
                                                                   files
              <systemdrive>:\Program Files\Microsoft SQL           Microsoft Dynamics
              Server\MSSQL.1\MSSQL\Data\                           CRM installs the
                                                                   Microsoft Dynamics
                                                                   CRM configuration
                                                                   database and
                                                                   organization databases
                                                                   in this folder. This
                                                                   folder is created by
                                                                   Microsoft SQL Server.
              <systemdrive>:\Program Files\Microsoft               Microsoft Dynamics
              CRM\Tools                                            CRM tools and tool
                                                                   components.
              systemdrive>:\Program Files\Microsoft                Contains an MSCRM
              CRM\Reports                                          subfolder that contains
                                                                   an .rdl file for each
                                                                   default report.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                 Folder                                               Comments
                 systemdrive>:\Program Files\Microsoft CRM SRS        Microsoft Dynamics
                 Data Connector                                       CRM Data Connector
                                                                      for Microsoft SQL
                                                                      Server Reporting
                                                                      Services
                 systemdrive>:\Program Files\Microsoft                Location of
                 CRM\LangPacks                                        Multilingual User
                                                                      Interface (MUI) Pack
                                                                      installations. MUI
                                                                      Packs are downloaded
                                                                      and installed
                                                                      separately.
                 systemdrive>:\Program Files\Microsoft CRM\Trace      Stores trace file logs
                                                                      when tracing is
                                                                      enabled.
                 <systemdrive>:\Inetpub\wwwroot\MSCRMServices         Microsoft Dynamics
                                                                      CRM Web services
                 <systemdrive>:\Inetpub\wwwroot\CRMReports            Microsoft Dynamics
                                                                      CRM report services

                Microsoft Dynamics CRM Installed Active Directory
                Groups
                The following Active Directory groups are added to the Organizational Unit
                specified during installation.

                 Group                     Description
                 UserGroup                 All Microsoft CRM users. This group is updated
                                           automatically as users are added and removed from
                                           Microsoft CRM.
                 ReportingGroup            All Microsoft CRM users. This group is updated
                                           automatically as users are added and removed from
                                           Microsoft CRM. By default, all Microsoft CRM
                                           Reporting Services reports grant Browse permission
                                           to this group.
                 PrivUserGroup             Privileged Microsoft CRM user group for special
                                           administrative functions.




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   Chapter 3: Microsoft Dynamics CRM Server Installation


 Group                      Description
 SQLAccessGroup             All server processes/service accounts that require
                            access to SQL Server.
 PrivReportingGroup         Privileged Microsoft Dynamics CRM user group for
                            reporting functions. This group is created during
                            Microsoft Dynamics CRM Server Setup and
                            configured during Data Connector for Microsoft
                            SQL Server Reporting Services Setup.

Services Installed Components
The following services are added.

 Service                                   Description
 Microsoft CRM Asynchronous                Services asynchronous processes such
 Processing Service                        as bulk e-mail, workflow, and
                                           database deletion cleanup.
 Microsoft CRM Bulk E-mail Service         Receives bulk e-mail data from the
                                           Microsoft CRM Platform layer,
                                           merges the data, and then routes the
                                           messages to the specified e-mail
                                           addresses.
 Microsoft CRM Deletion Service            Cleans up tables that have records
                                           marked for deletion in Microsoft
                                           CRM database

Other Software Components Installed During Setup
If not already installed, the following components are installed during Microsoft
Dynamics CRM Server Setup.

        •   SQL Server 2005 Reporting Services Report Viewer control
        •   Microsoft SQL Server Native Client
        •   Microsoft Application Error Reporting tool
        •   Microsoft Visual C++ Runtime Library
        •   MSXML 6
        •   NET Framework 3.0, which includes the following components:
            o   NET Framework 2.0 (required by Microsoft Dynamics CRM 4.0
                Server)
            o   Windows Workflow Foundation (required by Microsoft
                Dynamics CRM 4.0 Server)
            o   Windows Presentation Foundation
            o   Windows Communication Foundation



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Installation and Deployment in Microsoft Dynamics® CRM 4.0


Installing the Microsoft Dynamics CRM Data Connector for
Microsoft SQL Server Reporting Services
                The Connector for Microsoft SQL Server Reporting Services is a service that
                connects the Microsoft Dynamics CRM server to the Microsoft SQL Server
                Reporting Services computer.

                The Data Connector for SQL Server Reporting Services eliminates the Kerberos
                double-hop authentication that was required for Microsoft Dynamics CRM 3.0
                deployments where SQL Server Reporting Services was installed on a separate
                computer.

                 NOTE: If you do not install the Connector for Microsoft SQL Server Reporting
                 Services, the Microsoft Dynamics CRM reporting features will not work.

                The Data Connector for Microsoft SQL Server Reporting Services has the
                following requirements:

                        •   You must complete Microsoft Dynamics CRM Server Setup before
                            you run Data Connector for Microsoft SQL Server Reporting
                            Services Setup.
                        •   You must run Data Connector for Microsoft SQL Server Reporting
                            Services Setup on a computer that has Microsoft SQL Server 2005
                            Reporting Services installed.

                Procedure - Install the Data Connector for Microsoft SQL
                Server Reporting Services
                To install the Data Connector for Microsoft SQL Server Reporting Services,
                locate the Microsoft Dynamics CRM installation files, and follow these steps:

                        1. In the i386\SrsDataConnector folder, double-click
                           SetupSrsDataConnector.exe.
                        2. On the Welcome to Microsoft Dynamics CRM SRS Data
                           Connector Setup page, select if you want to update Microsoft
                           Dynamics CRM Server Setup. If updates are available, 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.




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   Chapter 3: Microsoft Dynamics CRM Server Installation

        4. If Setup detects that components are missing, the Install Required
           Components page appears.
           a. If you have already installed the required components, this page
               will not appear.
           b. If you have not installed the required components listed, you can
               install them now. Click Install. When the components are
               installed, the status column will change from Missing to
               Installed, and you can click Next to continue.



 NOTE: These components are required before Microsoft Dynamics CRM Data
 Connector 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.


 NOTE: Installing these components may require that you restart the computer.
 If you are prompted to restart the computer, do so, and then start Setup again.

The 32-bit installation of .NET 3.0 can take up to ten minutes to install.

On the Specify Configuration Database Server page, enter the computer that is
running SQL Server and contains the Microsoft Dynamics CRM configuration
database that is named MSCRM_CONFIG, and then click Next.

The System Requirements page appears. This page is a summary of the
requirements for a successful Microsoft Dynamics CRM SRS Data Connector
installation. Failed tests must be corrected before installation can continue. If a
problem will take time to correct, cancel Setup at this point, fix the problem and
restart Setup again. All errors must be resolved. If no errors or only warnings
appear, you can continue with the installation. To do so, click Next.

Review the Ready to Install the Application page, and then click Back to
correct any errors. When you are ready to continue, click Install.

When Setup completes successfully, the Microsoft Dynamics CRM 4.0 Data
Connector for SQL Reporting Services Completed page appears. Click
Finish.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

Lab 3.2 - Installing Microsoft Dynamics CRM 4.0 Server
                Scenario

                Adventure Works Cycle is implementing Microsoft Dynamics CRM. As a
                Technical Consultant, you have been assigned the task of installing the Microsoft
                Dynamics CRM server software. You will install Microsoft Dynamics CRM
                Server Enterprise and 25 user licenses.

                For a classroom training environment, you are installing Microsoft Dynamics
                CRM Server within a Virtual PC image. The server in this image is configured to
                have Windows Server 2003. This forces the Microsoft Dynamics CRM Server
                Setup program to automatically install the Enterprise Edition of Microsoft
                Dynamics CRM 4.0. In addition to being the Microsoft Dynamics CRM Server,
                this server is also the domain controller, the SQL Server, and the Microsoft
                Exchange Server.

                 IMPORTANT: The configuration in the Install Server Virtual PC image is non-
                 supported. Windows Server 2003 must never be used as your domain controller,
                 Microsoft Dynamics CRM server, SQL database server, and Exchange Server.
                 Install Microsoft Dynamics CRM on a Small Business Server to use this one-
                 server-fits-all configuration. The goal is for you to perform the standard
                 installation process used by Microsoft Dynamics CRM 4.0 Enterprise.


                Challenge Yourself!
                As Technical Consultant, it is your responsibility to install Microsoft Dynamics
                CRM Server. Use the following information as you perform each step in the
                installation wizard with the Install Server VPC image:

                 Enterprise Edition Installation        Values
                 Steps
                 1. Online update to setup              Do not update
                 2. License code information            Provided by the instructor. This is a 90
                                                        day Trial License key that is a
                                                        combination server and client key. It
                                                        provides 100,000 user licenses.
                 3. License agreement                   Accept
                 4. Install required components         Install any required components
                 5. Specify Setup Type                  Typical
                 6. Microsoft Dynamics CRM              Adventure Works Cycle
                 organization name
                 7. Participate in the Customer         Yes
                 Experience Improvement program




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   Chapter 3: Microsoft Dynamics CRM Server Installation


 Enterprise Edition Installation       Values
 Steps
 8. Installation location              Accept system defaults
 9. Web Site                           Select the default Web site.
 10. Select SQL Server                 CRM
                                       Also select the “Create new databases”
                                       option
 11. SQL Server Reporting Services     http://CRM/reportserver (system default)
 Server
 12. Select the Active Directory       Select the Microsoft Dynamics CRM
 organizational unit                   organizational unit under the
                                       ADVWORKS domain
 13. E-mail Router Settings            Enter CRM as the Incoming Exchange
                                       Server name
 14. System Requirements               Accept

Need a Little Help?
Using the information in the scenario, install Microsoft Dynamics CRM 4.0 for
Adventure Works Cycle.

        •   Log in as the new CRM Administrator user account you created
            during the pre-installation lab exercise.
        •   For classroom training environments, the contents of the Microsoft
            CRM Server Setup CD are accessible through an iso image of the
            CD copied to your hard drive. Select CD on the menu bar, and then
            select Capture ISO Image.

In the Select CD Image to Capture window, select the server.iso file from the
folder where the training center has copied the image files. If you open Windows
Explorer, the contents of the CD are displayed under the CD drive.

        •   For non-classroom training environments, insert the Microsoft CRM
            Server CD into your CD ROM drive.

Step by Step
Log in as the new CRM Administrator user account that you created during the
pre-installation lab exercise (username = crmadmin, password = Pa$$w0rd).




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                For classroom training environments, if your Microsoft Dynamics CRM Server
                CD is already mounted in your Virtual PC image, right-click on the CD Drive in
                My Computer and select AutoPlay. If your Microsoft CRM Server CD is not
                mounted, follow these additional steps:

                        1. If you are running your VPC image in Full Screen mode, you need to
                           turn Full Screen Mode off. To access the iso image of the Microsoft
                           CRM Server CD, you need to access the CD option on the menu bar.
                           This is not visible if you are running in Full Screen mode.
                        2. Click on CD on the menu bar. Then click Capture ISO Image.
                        3. Click the CRMServer.iso image. Your instructor will direct you to
                           the folder which contains the iso images. Click Open.

                 NOTE: For non classroom training environments, insert your Microsoft
                 Dynamics CRM Server CD into your CD ROM drive.

                The contents of the CRM Server CD will now be visible in the D drive. If the
                auto run option is set, this initiates the setup program; otherwise, navigate to the
                D drive and double-click on the splash.exe program.

                        1. On the Microsoft Dynamics CRM Setup screen, click the Install
                           Microsoft® Dynamics CRM Server option.
                        2. On the online update setup page, click on Do not update
                           installation files.
                        3. On the License Code Information, enter the Server license key and
                           click Add. Your instructor will provide the key, which is a 90 day
                           Trial License key. (For non-classroom training environments, the
                           server license key appears on the orange sticker on the Microsoft
                           Dynamics CRM Server CD). Click Next.
                        4. On the License Agreement page, click I accept the license
                           agreement option and click I Accept to continue.
                        5. If the Install Required Components page appears, click the Install
                           option. This page only appears if there is one or more software
                           components that must be installed. Click Next once the software
                           components are installed.
                        6. On the Specify Setup Type page, click Typical then Next (to
                           optionally explore the Custom setup options, click Custom, then
                           Next, then Back).
                        7. On the Specify Deployment Options page, click the name of the
                           server that will act as your database server from the drop down list.
                           If the name of your server does not appear in the drop down list,
                           click the Refresh icon and check the field values again. Click Next.
                        8. On the Microsoft Dynamics CRM Specify Organization Name page,
                           specify the name of your organization for this installation of the
                           Microsoft Dynamics CRM Server (For classroom training
                           environments, enter Adventure_Works_Cycle).




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  9. Enter the friendly name of your organization (For classroom training
      environments, enter Adventure Works Cycle).
  10. Click Browse to select the organizations base currency for this
      installation of Microsoft Dynamics CRM Server. Click Next to leave
      the Organization Name page.
  11. On the Help Us Improve the Customer Experience page, click Yes
      or No depending on if your organization wants to participate in this
      Microsoft program (For classroom training environments, click Yes).
  12. On the Select Installation Location page, either accept the system
      default or enter a directory for the server components. (For
      classroom training environments, click Next to accept the system
      defaults).
  13. On the Web Site page, either select a custom web site from the drop
      down list, or select the option to let the Setup program create a new
      web site. If the name of your web site does not appear in the drop
      down list, click Refresh then check the field values again. Click
      Next. (For classroom training environments, select the default Web
      Site).
  14. On the Select SQL Server page, click the name of the server that will
      act as your database server from the drop down list. If the name of
      your server does not appear in the drop down list, click the Refresh
      icon and check the field values again.

        Click the option to either create a new database or connect to an
        existing database. (For classroom training environments, click CRM
        as the SQL Server name, and click the Create new databases
        option. Click Next).
  15.   On the Specify SQL Server Reporting Services Server, enter
        http://CRM/reportserver(http://CRM/reportserver) as the report
        sever.
  16.   If you select to install a new Reporting Services server, then select if
        your organization associates a Secured Sockets Layer certificate with
        this server.
  17.   For classroom training environments, select the Install new
        Reporting Services Server option. Do not check the Use Secure
        Sockets Layer (SSL) option. Click Next.
  18.   On the Organizational Unit page, click the Browse button and select
        the OU name from the Active Directory tree.

      For classroom training environments, expand the ADVWORKS
      domain if necessary and click the Microsoft CRM organizational
      Unit. Click OK, and then click Next.
  19. On the Specify Security Account page, enter the security account for
      the services that the Setup program installs. Click Next (For
      classroom training environments, use the Network service account
      option. Click Next).




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                        20. On the E-mail Router Settings page, enter the E-mail Router server
                            name. (For classroom training environments, enter CRM as the
                            Incoming Exchange Server name. ).
                        21. On the System Requirements page, review any warnings or errors.
                            Click Next once the system requirements have been verified.
                        22. On the Ready to Install the Application page, review the selections
                            that you made. Click Back if you need to make any corrections;
                            otherwise, click Install to initiate the setup process.

                 IMPORTANT: Thoroughly review all selections madeduring the previous
                 installation setup screens prior to clicking theInstall button. Once you click
                 theInstall button, it is too late to stop theinstallation process to make any
                 corrections. If this occurs, you must letthe installation finish, then uninstall and
                 reinstall theapplication.


                        23. Once the installation is complete, click the Finish button. Make sure
                            the Restart the machine when the wizard closes option is selected
                            so that the server restarts.
                        24. Once the server has restarted, log on with the CRM Administrator
                            user account that installed Microsoft CRM Server.




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                 Chapter 3: Microsoft Dynamics CRM Server Installation


Post-Installation Tasks
              After installing Microsoft Dynamics CRM Server, review the installation to
              make sure that it is functioning correctly and that all server setup goals have been
              met. There are several tasks required to complete the Microsoft Dynamics CRM
              Server installation and verify that your Microsoft Dynamics CRM Server and
              Reporting Services are functioning properly before installing the E-mail Router
              and client for Office Outlook.

               NOTE: The router and client installations must not be performed if the Server
               Setup is corrupt or incomplete in any way.

              The post-installation tasks are included in the Post-installation Checklist in the
              next table.

              Registering your Microsoft Dynamics CRM Installation
              The Microsoft Dynamics CRM Server Setup program gave you an option to
              register your Microsoft Dynamics CRM installation during the setup or wait until
              later and register the installation manually. Register the installation only if you
              created an actual deployment. If you are working on a Virtual PC image copy or
              other lab installation, do not register your installation. The following rules govern
              the post-registration process if you decide to wait:

              You are given a 30-day grace period in which to register.

                      •   If you do not register within 30 days, the product will change to
                          read-only mode.
                      •   When the product is in read-only mode, data can no longer be
                          updated and new data can no longer be entered into the system.

              To register your Microsoft Dynamics CRM installation, follow these steps:

                      •   On the computer where Microsoft Dynamics CRM Server is
                          installed, click Start, point to All Programs.
                      •   Point to Microsoft Dynamics CRM 4.0, and then click Registration
                          Wizard.
                      •   Follow the instructions that appear on your screen.

               NOTE: You do not have to register your installation if you install Microsoft
               Dynamics CRM 4.0 using a Trial License Key.




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                Microsoft Dynamics CRM 4.0 Post-Installation Checklist

                 Check      Component    Requirement
                 box
                 when
                 verified
                                         Add the Web site of Internet Explorer Web Content
                                         Security Zone andAdjust its Security Setting. This can
                                         be done for your organization usinga group policy.
                            Active       Verify the following security groups have been created
                            Directory    in ActiveDirectory:
                                         - PrivUserGroup
                                         - SQLAccessGroup
                                         - PrivReporting Group
                                         - ReportingGroup
                                         - UserGroup
                                         Add Microsoft CRM service accounts to the Pre-
                                         Windows 2000 Compatibleaccess group.
                                         Add Accounts to Pre-Windows 2000 Compatible
                                         Group
                                         Microsoft Dynamics CRM Servers require access to the
                                         Active Directoryorganizational units where the users are
                                         located. You must add thefollowing accounts to the pre-
                                         Windows 2000 Compatible group in ActiveDirectory:
                                         • Microsoft Dynamics CRM Services Account(s) -
                                             usually local computer account
                                         •   IIS Service Account on Microsoft Dynamics CRM
                                             server - default is the local computer account
                                         •   SQL Server Service Account - computer account if
                                             running as local system.
                            IIS          Verify the Microsoft Dynamics CRM web pages were
                                         installed under theIIS web site. If you used an existing
                                         web site during the MicrosoftDynamics CRM Server
                                         installation, the Setup program renamed the website.
                            SQL Server   Verify the Microsoft Dynamics CRM databases were
                                         created on the SQLServer. Open SQL Server
                                         Management Manager. There will be a
                                         MSCRM_CONFIGdatabase, <organization_name>_MS
                                         CRM database, and two ReportServerdatabases. The
                                         metabase is part of the <organization_name>_MS
                                         CRMdatabase (which is different than CRM version
                                         3.0). The MSCRM_CONFIGdatabase is shared by all
                                         organizations.




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 Check      Component       Requirement
 box
 when
 verified
            Windows         Verify a Microsoft Dynamics CRM program group was
                            created.
            Internet        If the Microsoft Dynamics CRM Server Setup program
            Explorer        created the Microsoft CRM web site, add the web site to
                            the Internet Explorer web content security zone used by
                            your organization. Disable the use of the pop-up
                            blockers and set the User Authentication Logon security
                            setting according to your organization's logon policy.
            SQL             Verify your Reporting Services installation is fully
            Reporting       functional. From a browser, enter the address
            Services        http://%3creport_server%3e/reports

                            If SRS is installed on the Microsoft Dynamics CRM
                            server, you can alternatively use http://localhost/reports.
                            The SRS website opens and you will see the reports
                            folder for the CRM organization name. Opening the
                            reports folder will list all the newly installed CRM
                            reports. Entering the address
                            http://localhost/reportserver will show the installed
                            version of SQL Reporting Services.
            Microsoft       Microsoft Dynamics CRM must be registered within 30
            Dynamics        days of installation. To register, run the Registration
            CRM             Wizard form the CRM Program menu.
                            Verify you can open and access Microsoft Dynamics
                            CRM.
                            Create a backup Administrator user account in
                            Microsoft Dynamics CRM.

Add Web Site to Internet Explorer Web Content Security
Zone
You can skip this step if you created the Microsoft Dynamics CRM Web site
prior to running the Microsoft Dynamics CRM Server Setup program.

If you let the Server Setup program create the web site, then you must perform
this step as part of the post-installation tasks before you can access Microsoft
Dynamics CRM.




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                This step adds the Microsoft Dynamics CRM web site to the corresponding Web
                content zone which Internet Explorer uses to determine the site's security
                settings. The correct zone is dictated by an organization's internet security
                policies. If you fail to perform this step, then Internet Explorer's Enhanced
                Security Configuration blocks you from accessing Microsoft Dynamics CRM.

                Once you add the Microsoft Dynamics CRM web site to the Web content zone
                used by your organization, review the security level for that zone and select the
                User Authentication Logon setting used by your organization. You must also
                disable the use of pop-up blockers to access Microsoft Dynamics CRM.

                Verify the Reporting Services Installation
                Perform the following procedure to verify your Reporting Services installation is
                functioning properly:

                 NOTE: You must run the Microsoft Dynamics CRM Data Connector for SQL
                 Server Reporting Services setup before you can verify Reporting Services
                 functionality. You must complete this step even if you are upgrading an existing
                 deployment of Microsoft Dynamics CRM 3.0.

                        1. Open the Reporting Services Web site http://<SQL_Server>/Reports.
                           The Report Manager home page appears with a folder name that
                           matches the organization name used during Microsoft Dynamics
                           CRM setup.
                        2. Open Microsoft Dynamics CRM.
                        3. On the Workplace, under My Work, click Reports.
                        4. If you receive an error message Server Error in ‘/Reports’
                           Application, see the section on troubleshooting your Reporting
                           Installation in the Implementation Guide.
                        5. Double-click the User Summary report.
                        6. You are presented with a report listing the users in Microsoft
                           Dynamics CRM. This list depends on your security privileges, and
                           although all users can run this report, all users do not have the rights
                           to view these records.

                Setup Issues that Require Re-installing Microsoft
                Dynamics CRM
                Several of the post-installation processes require verification that the Setup
                program completed specific tasks. If the following tasks were not completed
                correctly by the Setup program, you must uninstall Microsoft Dynamics CRM
                Server 4.0 and re-install:

                        •   Security groups added to Active Directory
                        •   Microsoft Dynamics CRM web pages installed under the Microsoft
                            Dynamics CRM web site



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                     •   Microsoft Dynamics CRM databases created on the Microsoft CRM
                         database server
                     •   Microsoft Dynamics CRM program group created

              NOTE: The command line “Repair” option does not correct these issues. The
              repair option only applies if the Microsoft Dynamics CRM files are overwritten
              or get corrupted; in this case, repair restores all the binary files, re-registers
              components, and replaces registry keys, as needed.


              NOTE: Refer to the Microsoft Dynamics CRM 4.0 Installation Guide for more
              information on how to troubleshoot Microsoft Dynamics CRM Server
              installation issues.


Deploying Microsoft Dynamics CRM for Internet Access
             You can deploy Microsoft Dynamics CRM so that clients can access the
             application by using an Internet connection that does not require using a Virtual
             Private Network (VPN) connection.

             To deploy Microsoft Dynamics CRM for Internet access, you must complete the
             following steps.

             The configuration of Microsoft Dynamics CRM for Internet access using SSL is
             accomplished by running Setup at a command prompt using an XML
             configuration file that contains Internet-facing deployment (IFD) settings node
             and appropriate elements. You cannot install an Internet facing deployment of
             Microsoft Dynamics CRM Server by running the Microsoft Dynamics CRM
             Server Setup Wizard.

              NOTE: Setup does not require SSL on the Web site where Microsoft Dynamics
              CRM is installed. We strongly recommend that you specify the https value in the
              rootdomainscheme element. In addition, after Setup is complete, to help protect
              information that is transmitted between users and Microsoft Dynamics CRM
              Server, we recommend that you configure the Web site to require SSL. For more
              information about how to use SSL, see the Internet Information Services (IIS)
              Manager Help.


              NOTE: Enabling ifd enables anyomous access on the Microsoft Dynamics
              CRM Website, and updates the Web.config file, and Key Management. For
              information about ifd settings elements and associated values, see the Microsoft
              Dynamics 4.0 Implementation Guide.




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                Configuring Microsoft Dynamics CRM for Internet Access

                A DNS host record must be created for the name of the organization in Microsoft
                Dynamics CRM. For example: If the Organization name is Adventure Works
                Cycle, and the unique name is AWC, then you need a host record in DNS called
                AWC, that points to the IP address of the Microsoft Dynamics CRM server.
                Without this DNS record the url will not resolve correctly.

                Entering the External Web Address

                To enter the external Web address for the Microsoft Dynamics CRM Web
                application, type the fully qualified domain name such as
                https://orgname.subdomain.contoso.com in the address field of the Web browser.

                External Web Address for Microsoft Dynamics CRM for
                Outlook
                Entering the External Web Address for Microsoft Dynamics CRM for Outlook

                To enter the external Web address for the Microsoft Dynamics CRM for
                Outlook, follow these steps:

                       1. On the computer where Microsoft Dynamics CRM client for Outlook
                          is installed, run the client configuration wizard.
                       2. Select My company or an online service provider, and then click
                          Next.
                       3. On the Specify the Web addresses to use to connect to the Microsoft
                          Dynamics CRM server page, you must enter the correct URL for
                          access through the Internet to your Microsoft Dynamics CRM server,
                          such as http://www.contoso.com/OrganizationName.
                       4. Follow the instructions that are on your screen to complete the client
                          configuration wizard.




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              NOTE: It is recommended to be on the companynetwork with installing and
              configuring Microsoft Dynamics CRM forOutlook. If you are not on the
              company network during the installation ofMicrosoft Dynamics CRM for
              Outlook, and will always be located remotelyfrom your office it is required that
              you select the ‘An online serviceprovider’ option. This is the only option
              available for configuring theOutlook client when not on the company network.
              If you use the option forAn online service provider and you try to launch
              Microsoft Dynamics CRMfor Outlook you will not be able to connect if you are
              on the companynetwork and your ip address is within the internal network
              range set inMicrosoft Dynamics CRM.

               If you are on the company network when installing MicrosoftDynamics CRM
              for Outlook, then it is required that you choose the ‘Mycompany’ option. This
              option can be used to set the internal and externalurls so you can use the client
              when you are on the company network andwhen you are not on the network.


Installing Microsoft Dynamics CRM 4.0 using Command Line
             You can also install Microsoft Dynamics CRM Server from the Microsoft
             Dynamics CRM Server CD using the command line. The required Setup
             information is provided to the Setup program both as command line parameters
             and as an XML configuration file that the Setup program references.

             One advantage of using the command line to install Microsoft Dynamics CRM is
             that you do not have to attend the installation.

                     •   Provide the installation information as command line parameters and
                         an XML configuration file.
                     •   No other action is required until Setup is finished.
                     •   Errors and installation progress can be logged to a file that you can
                         view and analyze later.

             Because the command line install is not the focus of this class, command line
             options are not reviewed at this time. If you are interested in reviewing these
             options, see the Microsoft Dynamics CRM 4.0 Installation Guide for detailed
             command line instruction.

              NOTE: For more information on installing Microsoft Dynamics CRM using the
              command line. See, the Microsoft Dynamics CRM 4.0 Implementation Guide.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0


                Command Line Procedures
                The procedures for accessing the Setup program on the individual installation
                disk or download files location are basically the same.

                        1. Log on to the computer as a member of the Domain Users Active
                           Directory group and Administrators group on the local computer. In
                           addition, the user running Setup must have administrative-level
                           permissions on the computer that is running Microsoft SQL Server,
                           and permissions to create or modify Active Directory groups in the
                           domain where Microsoft Dynamics CRM Server is installed.
                        2. If you are installing from an installation disk, insert the Microsoft
                           Dynamics CRM Server or the Microsoft Dynamics CRM for Office
                           Outlook installation disk into the CD/DVD drive. The auto run
                           screen appears. Close the auto run 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:
                           a. SetupServer.exe for Microsoft Dynamics CRM Server is located
                                in the root of the Microsoft Dynamics CRM Server installation
                                disk or download files location.
                           b. SetupSrsDataConnector.exe for the Data Connector is located in
                                the \SrsDataConnector folder on the Microsoft Dynamics CRM
                                Server installation disk or download files location.
                           c. Setupclient.exe for the Microsoft Dynamics CRM for Outlook is
                                located in the root of the Microsoft Dynamics CRM for Outlook
                                installation disk or download files location.
                           d. SetupExchange.exe for Microsoft Dynamics CRM E-mail
                                Router is located in the \Exchange folder on the Microsoft
                                Dynamics CRM Server installation disk or download files
                                location.

                Command Installation
                The following command will install Microsoft Dynamics CRM 4.0 Server:

                SetupServer.exe [/Q] [/InstallAlways] [/L [drive:][[path] logfilename.log]]
                [/config [drive:] [[path] configfilename.xml]] [/repair] [/uninstall]

                SetupServer.exe for Microsoft Dynamics CRM Server is located in the root of
                the Microsoft Dynamics CRM Server installation disk or download files location.




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Parameters

None

Used without parameters, Setup will install with all display screens.

/Q

Quiet mode installation. This parameter requires a configuration file in XML
format. The /config parameter contains the name of the XML configuration file.
No dialog boxes or error messages will appear on the display screen. To capture
error message information, include the log file parameter (/L).

/InstallAlways

This parameter forces Setup to ignore the installation state and operate in install
mode. When you use this parameter, Setup will try to install on a server where
Microsoft Dynamics CRM is already installed.

/QR

Requires a configuration file in XML format specified by the /config parameter.
Displays installation progress bars and all error messages.

/L [drive:][[path]logfilename.log]]

Creates a log file of installation activity. You can specify the file name of the log
file and where to put it. If you do not specify a name or location, a log file will be
created in the Drive:\Documents and Settings\\UserName\Application
Data\Microsoft\MSCRM\Logs folder, where UserName is the account name of
the user running Setup. The following options are available:

/LV Log verbose.

/L* Log all information except verbose.

/L*V Log all information including verbose.

/config [drive:] [[path]configfilename.xml]]

The /config parameter uses the specified XML configuration file to provide Setup
with the additional information required to complete installation successfully. An
example XML configuration file is discussed in the following section.

 NOTE: Setup will also look for a valid XML configuration file named
 SETUP.XML in the working directory and will use this file for Setup even if
 the/config parameter is not specified. However, using the/config parameter
 takes precedence over any SETUP. XML file.




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                /repair

                Starts Setup in repair mode.

                /uninstall

                Uninstalls Microsoft Dynamics CRM Server.

                 NOTE: See the Microsoft Dynamics CRM 4.0 Implementation Guide for more
                 information about how to use the command line to install Microsoft Dynamics
                 CRM 4.0


Troubleshooting Installation

                 NOTE: Resources are available for you toseek additional information on
                 troubleshooting the Microsoft Dynamics CRM4.0 Installation. For links to
                 Microsoft community, newsgroups, and otheravailable resources visit:
                 http://www.microsoft.com/dynamics/crm/using/troubleshooting/default.mspx(htt
                 p://www.microsoft.com/dynamics/crm/using/troubleshooting/default.mspx)


                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 user account of the user
                who ran Setup, is as follows:

                <systemdrive>:\Documents and Settings\<User>\Application
                Data\Microsoft\MSCRM\Logs\

                Setup Cannot Find the Selected Organizational Unit
                A common reason that Setup cannot locate the organizational unit is because of
                name resolution problems. To verify that the organizational unit that you specify
                can be resolved, run the Active Directory Users and Computers snap-in on the
                computer where you are running Microsoft Dynamics CRM Server Setup.

                To do this, click Start, click Run, type dsa.msc, and then click OK. In the
                Active Directory Users and Computers snap-in, expand the domain, and then
                verify that you can view the organizational unit where you want to install
                Microsoft Dynamics CRM.

                If you cannot connect to the domain or view the organizational unit using Active
                Directory Users and Computers, verify that DNS is configured and functioning
                correctly. After the problem is resolved, run Setup again.




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Setup Failure
Setup may not complete successfully or any of the Microsoft Dynamics CRM 4.0
clients may receive an error message when trying to connect to the Microsoft
Dynamics CRM Server that is similar to the following:

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.

Manually add Membership to Security Groups in Active
Directory
This problem can occur if you run Microsoft Dynamics CRM 4.0 Server Setup
when the following conditions are true:

        •   One or more of the following Active Directory security groups is
            already created in the organizational unit where you are installing
            Microsoft Dynamics CRM 4.0:
            o   PrivUserGroup
            o   SQLAccessGroup
            o   PrivReportingGroup

        •   The previously mentioned security groups do not have the correct
            group membership.
        •   You use the 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 at a command prompt.

Manually Add Objects to Active Directory
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.




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Installation and Deployment in Microsoft Dynamics® CRM 4.0

                To manually add the objects to Active Directory, use Active Directory Users and
                Computers. You must add the following users and computers to each security
                group.

                 Security Group            Object Type        Description
                 PrivUserGroup             User               User who is running Microsoft
                                                              Dynamics CRM Server Setup.
                 PrivUserGroup             Computer           Computer where Microsoft
                                                              Dynamics CRM Server is
                                                              installed.
                 PrivUserGroup             Computer           Computer where Microsoft
                                                              Exchange Server is installed (if
                                                              using the E-mail Router).
                 SQLAccessGroup            Computer           Computer where Microsoft
                                                              Dynamics CRM Server is
                                                              installed.
                 PrivReportingGroup        Computer           Computer where the Microsoft
                                                              Dynamics CRM Data Connector is
                                                              installed.


Installing the Sample Database
                Sample data gives a Microsoft Dynamics CRM application realistic business data
                extensive enough to enable the exploration of the important Microsoft Dynamics
                CRM functionalities. Sample data can play a key role in the following functions:

                        •   Sales and Marketing presentations. Convincing sample data
                            enables lively and effective sales presentations that sell Microsoft
                            Dynamics CRM.
                        •   User training. Comprehensive sample data improves user training
                            and lets users explore the features of Microsoft Dynamics CRM in a
                            structured manner.

                Migrating Microsoft Dynamics CRM Sample Data
                Sample data is available that can be used to train users on Microsoft Dynamics
                CRM:

                        •   Use Data Migration Manager to migrate the sample data into
                            Microsoft Dynamics CRM.
                        •   Download the sample data and a data map (a file that contains
                            information on how data from a source system corresponds to data in
                            Microsoft Dynamics CRM) for the sample data, and then use Data
                            Migration Manager to migrate the sample data.




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 NOTE: Be sure to note the name of the migration so that you can easily delete
 the sample data when you are through using it.


 NOTE: Before starting a migration, consider if you want to use the Import
 Data Wizard instead. Data Migration Help provides a comparison of the Import
 Data Wizard and Data Migration Manager.


Overview of the Data Migration Process
Data migration is an iterative process. Typically you start with a small sample to
make sure the process works correctly, fix any problems you discover, and then
migrate the entire data set. The process includes four main phases:

        •   Preparing your source data
        •   Mapping the data
        •   Migrating the data
        •   Validating the migration

Preparing Source Data
Preparation of source data includes the following:

        •   Planning how the data will be stored in Microsoft Dynamics CRM
        •   Exporting the data to delimited text files
        •   Reviewing the data in your source files to make sure all records are
            ready to migrate

 NOTE: As a best practice, frequently make a backup of source files.


Mapping the Data
There are four types of data that must be mapped:

        •   Each file is mapped to a Microsoft Dynamics CRM entity. (A
            structure used to manage data. Microsoft Dynamics CRM entities
            include Account, Case, and Activity.)
        •   Each column in each file is mapped to a Microsoft Dynamics CRM
            attribute. (A property of an entity with a specific data type. Attributes
            are analogous to columns in a database table. When attributes are
            added to an entity form, they are displayed as fields that correspond
            to their data type.)




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                        •   Each user who is referenced in a record is mapped to a Microsoft
                            Dynamics CRM user.
                        •   Each unique value in any column that maps to a Microsoft Dynamics
                            CRM drop-down list attribute (an attribute that contains a set of
                            values that a user must choose from; is also known as a pick list) is
                            mapped to a valid list value.

                As part of the mapping process, if there is not a one-to-one correlation between
                an item in your source data and Microsoft Dynamics CRM, you must decide to
                either customize Microsoft Dynamics CRM to match your source data, or
                transform your source data to match Microsoft Dynamics CRM.

                Using an Existing Data Map
                Depending on what customer relationship system you are migrating data from, a
                data map may already exist for the source system you are migrating data from.

                A data map can simplify the migration process, as you will have less mapping to
                do. In other cases, an existing data map may only map part of your data, and you
                will need to map the rest.

                Several data maps are provided with Data Migration Manager, and others can be
                downloaded from the Resource Center and then imported into Microsoft
                Dynamics CRM.

                 NOTE: For additional information on how to use the Data map to map data,
                 see Data Migration Manager Help.


                Mapping Entities, Attributes, and Users
                The Data Migration Wizard, part of Data Migration Manager, can be used to map
                data to Microsoft Dynamics CRM entities, attributes, and users.

                The wizard can also be used to customize Microsoft Dynamics CRM to add new
                entities, attributes, users, and list values. When a migration is successfully
                completed using the wizard, a new data map is created. This data map saves all
                your mappings.

                Editing the Data Map File
                The Editing the Data Map File wizard cannot map source list values to Microsoft
                Dynamics CRM list values, and cannot create transformation mappings. (A type
                of mapping used to modify data before migrating it. Transformations include
                concatenation, split, replace, substring, assignment, and date modifications.)




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If you need to do these tasks as part of a migration, you will need to follow these
steps:

        1. Create a test migration to map everything except the list values and
           columns that need to be transformed.
        2. After successfully completing the test migration, export your data
           map.
        3. Manually edit the exported data map file to add mappings for list
           values and transformations.
        4. Import the modified data map.
        5. Start a full migration, using the modified data map.

Migrating the Data
Once the data is mapped, the wizard migrates it to the server. Migrating a small
amount of data as a test is useful if you are working with a large data set.

You can learn how the Data Migration Manager works and test your mappings
and your data preparation. Mappings that you create for the test can be used for
additional migrations.

 NOTE: If a record cannot be migrated, the Data Migration Wizard reports
 detailed error messages. When errors occur, you can delete all records
 associated with an incomplete migration, fix the errors, and then migrate the
 data again.


Validating the Migration
After migrating your data, a final verification and validation pass is
recommended to ensure all data is migrated as expected.

Typically, validation is a manual process. It requires someone familiar with the
data to open the forms for each migrated entity in Microsoft Dynamics CRM and
review several records. Another useful practice is to run any reports that can be
used to check Microsoft Dynamics CRM data against the source system data.

Step 1 - Download Sample Data
Sample Data for Microsoft Dynamics CRM 4.0 is available for download
through the Microsoft Download Center. Visit www.microsoft.com\downloads,
for more information.




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                Step 2 - Install Microsoft Dynamics CRM Data Migration
                Manager

                       1. Click on Setup Data Migration client.
                       2. Click Accept.
                       3. Specify the database server.

                 NOTE: The Microsoft Dynamics CRM Data Migration Manager requires a
                 database server running Microsoft SQL Server 2005. If you do not have a
                 database server available, Setup can install Microsoft SQL Server 2005 Express
                 Edition.


                       4. Click Next.
                       5. To install the listed required components, click Install. Then, click
                          Next.
                       6. Click Close after the installation is complete.

                 NOTE: Make sure that the build number of the Data Migration Wizard is the
                 same as the build number of the Microsoft Dynamics CRM Server.


                Step 3 - Configure Data Migration Manager
                       1. Click Start> All Programs > Microsoft Dynamics CRM >
                          Microsoft Dynamics CRM Data Migration Manager, and sign in.
                       2. Click Next on the Microsoft Dynamics CRM Data Migration
                          Manager Configuration Wizard.
                       3. Select where you want to sign in to Microsoft Dynamics CRM.
                       4. Specify the Web address to use to connect to the Microsoft
                          Dynamics CRM Server. Type in the name of your Microsoft
                          Dynamics CRM Server.
                       5. Specify your logon information. These credentials will be used to run
                          the required services. Type in your password, and click Next.
                       6. Click Next, until you are informed that the Microsoft Dynamics
                          CRM Data Migration Manager is being configured.

                Step 4 - Install Data

                       1. In the Microsoft Dynamics CRM Data Migration Manager Window,
                          click Manage Data Maps to import data maps. This defines where
                          the source data will go in Microsoft Dynamics CRM.
                       2. Click Import Map.
                       3. Select SampleDataMap from your download location.
                       4. Click Open.



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  5. Click Back to Home.




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                        6.   Click Start a new migration.
                        7.   Click Create a new migration based on a previous migration.
                        8.   Select SampleDataMap.
                        9.   Click Start a Migration.

                Step 5 - Data Migration Wizard
                The first step is to map all the source files and each column in each file to the
                appropriate entities and attributes in Microsoft Dynamics CRM. The wizard will
                start with the mappings from the source system or previous migration you
                selected.

                Select how to run this wizard. Express is recommended. Use Express if you
                selected a source system or are using the mappings from a previous migration.

                Step 6 - Specify Migration Name

                        1. Specify a name for this migration. If this is a new blank migration,
                           also specify the source system that the data comes from. You can
                           reuse the mappings you define for future migrations.
                        2. Click Next.
                        3. Select the files that you plan to migrate, and then click Add.
                        4. Select all the sample data CSV files, and click Open.
                        5. Select the delimited that separate fields in your source files and the
                           character that is used to enclose fields that contain the delimiter. To
                           verify the delimiters for each file, select the file name, and click
                           Next.

                Step 5 - Installing Sample Data
                The Data Migration Manager checks the validity of the data in the files. This
                process may take time, depending on the number and size of the files.

                Once the data has been successfully installed, you will see a success message.
                You are now ready to try out the functionality of Microsoft Dynamics CRM
                using this data.

                Uninstalling a Sample Database
                When you are ready to remove sample data, you remove it by deleting the sample
                data's migration.

                When you delete a migration, a bulk-deletion job is started on your Microsoft
                Dynamics CRM server. When the bulk-deletion job finishes, you will receive an
                e-mail message. Check the status of the deletion job on the server to make sure
                all records were deleted.




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Uninstalling Sample Data begins by making a backup of the current sample
database. The original database is restored to exactly as it was before you
installed the sample database. Data and system customizations added while using
the sample data are lost.

 NOTE: Records will be deleted even if they have been updated after they were
 migrated. Custom entities and attributes created as part of migration will not be
 deleted.


Procedure - Deleting a Migration
Follow the steps provided to delete a migration.

        1.   In Data Migration Manager, click Delete Data.
        2.   Select a migration, and then click the Delete button.
        3.   In the dialog box, specify a delete option, and then click OK.
        4.   If you are sure that you want to delete the data you selected, click
             Yes.

 NOTE: To migrate the same data again, on the Start a Migration page, click
 Create a new migration based on a previous migration, select the name of the
 migration, and when the wizard prompts for the mode, select Express mode. (A
 mode of the Data Migration Wizard used when you already have a data map
 and do not need to review the mappings in the map. In this mode, you map only
 files, columns, and users that are not included in the data map.) This re-uses the
 mappings from that previous migration.

 If some records were not deleted, to review the details, in Microsoft Dynamics
 CRM, click Settings, click Data Management, and then click Bulk Record
 Deletion. Open the bulk-deletion job.




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Lab 3.3 - Loading Sample Data
                Scenario

                Adventure Works Cycle is implementing Microsoft Dynamics CRM. As
                Technical Consultant, you have completed the installation and post-installation
                review of Microsoft Dynamics CRM Server 4.0. To test the application and
                perform end-user training with the project team, you must first load the default
                Adventure Works Cycle sample database.

                As Technical Consultant, it is your responsibility to import the default Adventure
                Works Cycle sample database. When users are mapped, the following details will
                be used:

                 Name        Domain Logon          E-mail address               Security role
                             Name
                 Alan        Advworks\alan         Alan@advworks.msft           Salesperson
                 Jackson
                 Ben         Advworks\ben          Ben@advworks.msft            Customer Service
                 Burton                                                         Representative
                 Chris       Advworks\chris        Chris@advworks.msft          Customer Service
                 Perry                                                          Representative
                 Connie      Advworks\connie       Connie@advworks.msft         Customer Service
                 Watson                                                         Representative
                 Gail        Advworks\gail         Gail@advworks.msft           Sales Manager
                 Erickson
                 Jose        Advworks\jose         Jose@advworks.msft           Salesperson
                 Curry
                 Judith      Advworks\judith       Judith@advworks.msft         CSR Manager
                 Walker
                 Mathew      Advworks\mathew       Mathew@advworks.msft         Customer Service
                 Pereira                                                        Representative
                 Patricia    Advworks\patricia     Patricia@advworks.msft       Marketing
                 San Juan                                                       Manager
                 Roger       Advworks\roger        Roger@advworks.msft          Customer Service
                 Van                                                            Representative
                 Houten
                 Ryan        Advworks\ryan         Ryan@advworks.msft           Customer Service
                 Williams                                                       Representative
                 Stefan      Advworks\stefan       Stefan@advworks.msft         CSR Manager
                 Delmarco




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Challenge Yourself!
Verify you are logged in as the CRM Administrator account used to install
Microsoft Dynamics CRM.

Close Internet Explorer if it is open. Use the information in the Scenario to load
the Adventure Works Cycle sample database.

Need a Little Help?
Verify you are logged in as the CRM Administrator account used to install
Microsoft Dynamics CRM.

        1. Close Internet Explorer if it is open.
        2. For classroom environments, open Windows Explorer and select the
           CD-ROM drive. This displays the iso image of the Microsoft CRM
           Server CD. Open the D:\SampleData folder.
           For non-classroom environments, insert the Microsoft CRM Server
           CD into the CD ROM drive and navigate to the SampleData folder.
           Double-click Microsoft.CRM.Tools.SampleDataWizard.exe
        3. Accept the Welcome page.
        4. Per the instructions provided, install the sample data.

            For additional help, see the training titled Installing the Sample
            Database.

Step by Step
Make sure that you are logged in as the CRM Administrator account that you
used to install Microsoft Dynamics CRM.

Installation of the Data Migration Manager.

        1. Close Internet Explorer if it is open.
        2. For classroom training environments, open Windows Explorer and
           click the CD-ROM drive. This displays the iso image of the
           Microsoft CRM Server CD. Open the D:\DMWizard folder.
        3. Double-click SetupDMClient to start the installation process.
        4. On the License Agreement page, click I accept this license
           agreement, and then click I Accept.
        5. On the Specify Database Server page, click Use SQL Server and
           then click Next.
        6. If the Install Required Components page appears, click Install to
           install any components that are required. When installation is
           complete, click Next.
        7. In the Select Installation Location page, type the path where the Data
           Migration Manager will be installed. Click Next.



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                       8. In the System Requirements page, investigate any warnings or errors
                          that are listed. Once you have resolved any issues, click Next to
                          install the Data Migration Manager.
                       9. In the page which reports that the Data Migration Manager is
                          successfully installed, click Close.

                Configuring the Data Migration Manager

                       1. Click Start, then click All Programs, then click Microsoft
                          Dynamics CRM, then click Microsoft Dynamics CRM Data
                          Migration Manager.
                       2. Click Sign In.
                       3. In the Welcome page, click Next.
                       4. In the Connect to Microsoft Dynamics CRM page, select My
                          Company, and then click Next.
                       5. In the page which asks for the web address, type the URL for your
                          CRM deployment, and click Next. For classroom training
                          environments, enter http://CRM(http://CRM:5555)
                       6. In the Specify Security Account page, enter the password for the
                          account you are using. Click Next.
                       7. In the Specify SQL Server page, enter the name of the SQL Server to
                          be used for data migration. For classroom training environments,
                          enter CRM. Click Next.
                       8. On the Help Us Improve the Customer Experience page, click Yes
                          or No depending on if your organization wants to participate in this
                          Microsoft program (For classroom training environments, click Yes).
                          Click Next.
                       9. In the System Requirements page, investigate any warnings or errors
                          that are listed. Once you have resolved any issues, click Next to
                          configure the Data Migration Manager.

                Starting a Migration

                       1. Click Manage Data Maps, then click Import
                       2. Browse to c:\Class Materials\Install\Sample Data\Sample Data
                          Map.XML and click Ok.
                       3. Return to the main Data Migration Manager screen when complete.
                       4. In the Data Migration Manager screen, click Start a Migration.
                       5. In the Start a Migration screen, select Create a new migration
                          based on a previous migration: and select Sample Data Map.
                          Click Start a Migration.
                       6. In the Get Started page, select Express (Recommended), and then
                          click Next.
                       7. In the Specify Migration Name page, enter ‘My Data Load’ for the
                          name, and ‘My Source Data’ for the Source system. Click Next.




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  8. In the Select Files page, click on Add. Select all the files that are
      listed in the Open dialog box. Click Open to select them and return
      to the Select Files page. Click Next.
  9. In the Verify Delimiters page, accept all the defaults, and click Next.
      The Data Migration Wizard starts to validate the data before
      importing it.
  10. The next point where user action is required is the step where users
      are mapped. In the User Mapping Results page, ensure that To map
      users, click Next is selected, and click Next.
  11. In theUnmapped User ID: Alan Jackson page, select Create new
      user and click Next.
  12. In the Define New User page, enter ADVWORKS\alan for the
      Domain logon name, Alan for the First name, Jackson for the Last
      name, enter an E-mail address, and select Salesperson for the
      Security role.
  13. Do the same for the remaining unmapped users except ‘First name
      Last name’, taking the values for the Domain logon name, E-mail
      address and Security role from the table in the Goal Description. For
      the user ‘First name Last name’, map to the user account crmadmin
      that you used to install Microsoft Dynamics CRM.
  14. When you have processed all the users, the User Summary page
      appears. Review the mappings and then click Next. The Migration
      Wizard starts to process the data.
  15. If there are errors, review them. To continue with the import without
      migrating the rows with errors, click Next. The Migration Wizard
      uploads the data.
  16. If there are errors, review them, then click Next.
  17. The Migration Complete page appears, describing the number of
      records migrated. Review the information, and then click Finish




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Dialogue - Installation Troubleshooting
                Discover the troubleshooting resources available to the CRM installation team
                after a Microsoft Dynamics CRM installation.

                Scenario

                As a trained Microsoft Dynamics CRM installation specialist, you have just
                installed Microsoft Dynamics CRM for your customer Adventure Works Cycle,
                but there are some complications with the installation process. You now need to
                troubleshoot the installation.

                What resources must you consider for troubleshooting the installation of
                Microsoft Dynamics CRM?




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Summary
          This training reviewed the Microsoft Dynamics CRM Server and its Setup
          process. The following features were addressed:

                  •   The components of the Microsoft Dynamics CRM Server
                      architecture
                  •   Key features of the Microsoft Dynamics CRM Server
                  •   The pre-installation requirements that must be completed before
                      installing Microsoft Dynamics CRM Server
                  •   The installation process for Microsoft Dynamics CRM 4.0 Server
                  •   The post installation requirements performed to prepare Microsoft
                      Dynamics CRM for use

          For each of these items, you performed corresponding labs that led to the
          installation of Microsoft Dynamics CRM Server 4.0 and the Adventure Works
          Cycle sample database.

          Best Practices
          In addition to these items, there are several “best practices” to consider when you
          install Microsoft Dynamics CRM Server.

                  1. Analyze the current infrastructure by taking inventory of the
                     current hardware and software. It helps determine what is
                     currently installed, what can be used, and what must be purchased
                     before the implementation can continue. Review the Implementation
                     Guide if upgrades are required. The Implementation Guide identifies
                     the steps to follow when upgrading network components.
                  2. Consider the software configurations before you install Microsoft
                     Dynamics CRM on the server.
                  3. Review all pre-installation tasks before installing Microsoft
                     Dynamics CRM.
                  4. Either log on as a Domain Administrator or as a user who has the
                     minimum privileges required to install Microsoft Dynamics CRM
                     Server. You cannot install the Microsoft Dynamics CRM Server if
                     your user account does not meet these requirements.
                  5. Creating your own custom IIS web site. Make sure the web site
                     uses a local folder location in the Path field on the Root Directory in
                     the IIS console.




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Test Your Knowledge
                Test your knowledge with the following questions.

                1. What administrative-related option does the Microsoft Dynamics CRM
                   Server Setup program set on the installation user account?




                2. If the installation user is not a domain administrator, then what are the
                   minimum set of privileges the user must possess, and what are the two
                   methods in which the user can be assigned those privileges?




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3. Identify two of the features that are available when running the Microsoft
   Dynamics CRM Server Setup program through the command line that are not
   available when running the Setup program from the Microsoft Dynamics
   CRM Server CD




4. Once the Microsoft Dynamics CRM Server Setup program finishes, what
   must you do to allow permanent access to access Microsoft Dynamics CRM?




5. If the Microsoft Dynamics CRM Server Setup program creates the Microsoft
   CRM Web site, what port ID does it assign to the site?




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                6. On what server must the Sample Data Setup Wizard be run?




                7. What component may be installed after you install the Microsoft Dynamics
                   CRM Server.




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Quick Interaction: Lessons Learned
             Take a moment and write down three key points you have learned from this
             chapter:


             1.




             2.




             3.




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Solutions
                Test Your Knowledge
                1. What administrative-related option does the Microsoft Dynamics CRM
                   Server Setup program set on the installation user account?

                    MODEL ANSWER - Full Access User


                2. If the installation user is not a domain administrator, then what are the
                   minimum set of privileges the user must possess, and what are the two
                   methods in which the user can be assigned those privileges?

                    MODEL ANSWER - – If the installation user is not a Domain Administrator,

                    the user must possess the following set of privileges at the organizational unit

                    level: o Active Directory Privilege o SQL Privilege o IIS Server local admin

                    privilege o Service Binding Object privilege o Local Admin Privilege – Let

                    the Setup program create the following security groups for each of these

                    privileges and then assign the user to these groups: o PrivUserGroup o

                    SQLAceessGroup o UserGroup o ReportingGroup PriReportingGroup – Run

                    the Setup program through the command line, and within the XML

                    configuration file, specify the pre-existing groups that the user will be

                    assigned to receive these privileges.


                3. Identify two of the features that are available when running the Microsoft
                   Dynamics CRM Server Setup program through the command line that are not
                   available when running the Setup program from the Microsoft Dynamics
                   CRM Server CD

                    MODEL ANSWER - Correct answer is any two of the following – OEM

                    install option – Repair option – Assign installation user to existing groups




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4. Once the Microsoft Dynamics CRM Server Setup program finishes, what
   must you do to allow permanent access to access Microsoft Dynamics CRM?

   MODEL ANSWER - Register Microsoft CRM either during the Server

   Setup program, or run the Registration Wizard within 30 days of installation.


5. If the Microsoft Dynamics CRM Server Setup program creates the Microsoft
   CRM Web site, what port ID does it assign to the site?

   MODEL ANSWER - 5555


6. On what server must the Sample Data Setup Wizard be run?

   MODEL ANSWER - Microsoft CRM Server


7. What component may be installed after you install the Microsoft Dynamics
   CRM Server.

   MODEL ANSWER - Data Connector for Microsoft SQL Server Reporting

   Services.




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                Dialogue - Installation Troubleshooting
                What resources must you consider for troubleshooting the installation of
                Microsoft Dynamics CRM?

                    MODEL ANSWER - The possible answers may include: 1.Enable displaying

                    the “developer errors” in the web.config file 2.Talk to colleagues who may

                    have experienced similar situations 3.View the error logs on the CRM and

                    SQL Servers 4.If the problem is with SQL Reporting Services, troubleshoot

                    SRS separately (as a stand-alone application) 5.Review the public Microsoft

                    Support knowledgebase articles 6.Review the self support knowledgebase on

                    Microsoft PartnerSource 7.Search the Microsoft Dynamics CRM Resource

                    Center 8.Run the Microsoft Dynamics CRM Repair utility 9.Run the

                    Microsoft Dynamics CRM Environmental Diagnostics Wizard 10.Open an

                    incident with Microsoft Dynamics technical support




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