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www.son omapartners.com Microsoft Dynamics CRM 4.0 Installing Guide Rev. 4.0.0.
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Microsoft Dynamics CRM 4.0 Installing Guide Contents Installing Guide .............................................................................................................. ............... 1-1 Rev. 4. 0.0 ..................................
Microsoft Dynamics CRM 4.0 Installing Guide Manage Organizations, Serv ers, and Lic ensing ................................................................. 2-23 Install Samp le Data ................................................................
Microsoft Dynamics CRM 4.0 Installing Guide Overview ...................................................................................................................... ........... 6-45 Deploy a Lan guage Pack ..................................
Microsoft Dynamics CRM 4.0 Installing Guide You Receive an Unknown Erro r (0x80005000) Error Messag e During a Quiet-Mode Installation .................................................................................................................. .
Microsoft Dynamics CRM 4.0 Installing Guide 1-1 1 Overview Welcome to the Microsoft Dynamics CRM 4.0 Installing Guid e. This guide is part of a comprehensive set of documents that d escribe how to plan, implement, and operate Microsoft Dynamics CRM versions installed a nd maintained at the organizati on’s premises (on-premise versions).
Microsoft Dynamics CRM 4.0 Installing Guide 1-2 (when available). This version is limited to a single organi zation and a single computer that is running Microsoft Dynamics CRM Server. • Microsoft Dynamics CRM 4.0 Professi onal . This edition has no u ser limit and is limited to a single organization, but Microsoft Dynami cs CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide 1-3 Server Roles Microsoft Dynamics CRM 4.0 Enterprise introdu ce s two new server role s that pro vide services, which increase flexibility and scalability. You c an decide to have a computer d ed icated to one server role or to both.
Microsoft Dynamics CRM 4.0 Installing Guide 1-4 • If the source data requires cu stom entity, attribute, or list-value creation, the Data Migration Wizard can customize Mi cro soft Dy namics CRM 4.0 as part of the migration proces s. • Data Migration Wizard lets you reu se dat a mappings from previous migrations.
Microsoft Dynamics CRM 4.0 Installing Guide 1-5 What’s New in Workflow? The new workflow features include the following options: • In earlier versions of Microsoft Dynamics CRM, creating workflo ws was limited to users who had been granted pe rmission to acce ss the server that was ru nning Microsoft Dynamics CRM.
Microsoft Dynamics CRM 4.0 Installing Guide 1-6 Send Us Your Feedback about This Chapter We appreciate hearing fro m you. To send your feedback, click the following link and type your comments in the message body. Note The subject-line information i s used to route your feedback.
Microsoft Dynamics CRM 4.0 Installing Guide 2-7 2 Microsoft Dynamics CRM Server Installation Instructions In this chapter you will find the procedures to install Microsoft Dynamics CRM Server. In addition, there is installation troubleshooting informati on and the pro ced ures to uninstall Microsoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Installing Guide 2-8 Components Installed During Server Setup This section describes wh at is installe d during Microsoft Dynamics CRM Server Setup.
Microsoft Dynamics CRM 4.0 Installing Guide 2-9 Group Description PrivReportingGroup Privileged Microsoft Dynam ic s CRM user group for reporting functions. This group is created during Microsoft D ynamics CRM Ser ver Setup and configured during Microsoft Dyn amics CRM Connector for SQL Server Reporting Services Setup.
Microsoft Dynamics CRM 4.0 Installing Guide 2-10 CRM 3.0 system that includes the se p ro duct s or solutions, or you install these components af ter installing Microsoft Dynamics CRM 4.0, these products or soluti ons may not function correctly. • Microsoft Dynamics CRM 3.
Microsoft Dynamics CRM 4.0 Installing Guide 2-11 How to move Microsoft Dynamics CRM 3.0 SQL datab ases from one server to a different server that is in the same domain 3.
Microsoft Dynamics CRM 4.0 Installing Guide 2-12 Option 3: Add All Organizations to a Single Microsoft Dynamics CRM 4.0 Deployment Note This option requires Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide 2-13 4. If one or more Microsoft Dynamics CRM users will have their e-mail settings se t to use the E-mail Router or a forward mailbox, you must run and complete E-mail Router Setup to enable Microsoft Dynamics CRM e-m ail message tracking.
Microsoft Dynamics CRM 4.0 Installing Guide 2-14 Note These components are requi red bef ore Microsoft Dynamics CRM can b e installed. You can exit Setup and insta ll the components manually, or sel ect Install . The Next button on this page is di sabled until Setup detect s that these components are installed.
Microsoft Dynamics CRM 4.0 Installing Guide 2-15 Important After Setup is complete, you cannot change the data b ase collation or the base ISO currency code. However, you can change the base currency name and b ase currency sym bol. The Organization Name box is limited to the stand ard ASCII character set (A-Z, 0-9, and _).
Microsoft Dynamics CRM 4.0 Installing Guide 2-16 18. On the Specify Security Account page, select the security account for the Microsoft Dynamics CRM services and ASP.
Microsoft Dynamics CRM 4.0 Installing Guide 2-17 Upgrade from Microsoft Dynamics CRM 3.0 Server In this section you will find t he procedures to install Micr osoft Dynamics CRM Server on a computer that already has Micr osoft Dynamics CRM 3 . 0 install ed.
Microsoft Dynamics CRM 4.0 Installing Guide 2-18 8. If Setup detects that components are missing, the Install Requi red Components page appears. • If you have already installed the required compone nts, this page will not appear. • If you have not installed the required compone nt s listed, you can install them now.
Microsoft Dynamics CRM 4.0 Installing Guide 2-19 Improvement Program after the third-party provider accepts the invitation on your organization’s behalf, you can turn off this feature in t he Micro soft Dynamics CRM Web application.
Microsoft Dynamics CRM 4.0 Installing Guide 2-20 Important You cannot install the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services before you inst all Mi crosoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Installing Guide 2-21 3. On the License Agreement page, review the information and, if you accept the lice nse agreement, click I accept this license agreemen t , and then click I Accept . 4. If Setup detects that components are missing, the Install Requi red Components page appears.
Microsoft Dynamics CRM 4.0 Installing Guide 2-22 configure both applications to use the Network Service account or the sam e Active Directory domain user accou nt. • You install and run the Microsoft Dynam ics CRM 4.0 Connector for SQL Server Reporting Services on a different com pu ter than the Microsoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Installing Guide 2-23 Register Microsoft Dynamics CRM Full versions of Microsoft Dynamics CRM must be registered within 30 days of installing Microsoft Dynamics CRM Server. Trial and prerelea se versio ns are not registered.
Microsoft Dynamics CRM 4.0 Installing Guide 2-24 You can download the sample data and a data map (a file that contains information about how data from a source system correspond s to data in Microsoft Dynamics CRM) for t he sam ple data, and then use Data Migration Manager to migrate the sample data.
Microsoft Dynamics CRM 4.0 Installing Guide 2-25 Source Error . An unhandled exception wa s generated during the ex ecution of th e current web request. Information regarding the origin a nd location of the exception can be identified using the exception stack trace below.
Microsoft Dynamics CRM 4.0 Installing Guide 2-26 “One or more workflows could not be upgraded” message received during upgrade Because of changes in workflo w and sales proc ess functionality with Microsoft Dynamics CRM 4.0, some workflows can no t be upgraded.
Microsoft Dynamics CRM 4.0 Installing Guide 2-27 • You install Microsoft Dynamics CRM Server an d sel ect to create a new Web site . • The computer has Microsoft Internet Security and A cceleratio.
Microsoft Dynamics CRM 4.0 Installing Guide 3-28 3 Microsoft Dynamics CRM E-Mail Router Installation Instructions The Microsoft Dynamics CRM E-mail Router is a so ft ware component that provides an in.
Microsoft Dynamics CRM 4.0 Installing Guide 3-29 • Routes incoming Microsoft Dynamics CRM e-mail messages. • Sends e-mail messages generate d from Microsoft Dynamics CRM. The E-mail Router is required for users or queu es that do not use Microsoft Dynamics CRM for Outlook.
Microsoft Dynamics CRM 4.0 Installing Guide 3-30 4. In the Exchange folder, double-clic k SetupEx change.exe . 5. On the Welcome page, select wh ether you want to update Microsoft Dynamics CRM Serve r Setup. We recommend that, if updates are availabl e, you let Setup download the latest versio n.
Microsoft Dynamics CRM 4.0 Installing Guide 3-31 about the forward mailbox, see the Planning Deployment cha pter in the Microsoft Dynamics CRM Planning Guide. Important You must log on to the forward mailbox at least one time before E- mail Router can use it to process e-mail messages.
Microsoft Dynamics CRM 4.0 Installing Guide 3-32 o Forward Mailbox . If you select Forward Mailbox when you run the E-mail Router Configuration Manager, a single mailb ox will be u sed by E-mail Router to process e-mail messages.
Microsoft Dynamics CRM 4.0 Installing Guide 3-33 user to the Microsoft Dynamics CRM sy stem ma ilbox. From the Micro soft Dynamics CRM system mailbox, E-mail Router retrieves the messages and create s an e - mail activity in Microsoft Dynamics CRM.
Microsoft Dynamics CRM 4.0 Installing Guide 3-34 8. Make sure that the Turn on this rule option is selected, and then click Finish . 9. Make sure that the rule is at the top of the list and then click Apply . Troubleshooting This section describes be st pra ctices and issues that may occur during o r ju st after E-mail Ro uter installation.
Microsoft Dynamics CRM 4.0 Installing Guide 4-35 4 Microsoft Dynamics CRM for Outlook Installation Instructions Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Office Outlook as the Microsoft Dynamics CRM Web client.
Microsoft Dynamics CRM 4.0 Installing Guide 4-36 More information about how to install Micro soft Dynamics CRM for Outlook is described in the following sect ions. Step 1: Install Microsoft Dynamics CRM for Outlook Use the following procedures in this se ction to install Microsoft Dynamics CRM for Outlook.
Microsoft Dynamics CRM 4.0 Installing Guide 4-37 Step 2: Configure Microsoft Dynamics CRM for Outlook After you complete Microsoft Dynamics CRM for Ou tlook Setup, run the Configuration Wizard to complete the installation. The Configuration Wi zard co nfigures client settings, such as the location of the Microsoft Dynamics CRM server .
Microsoft Dynamics CRM 4.0 Installing Guide 4-38 6. The System Requirements p age appears. This is a summary of all system requirements for a successful Mi cro soft Dynamics CR M for Outlook insta llation. Failed checks must be corrected before configuration can continue.
Microsoft Dynamics CRM 4.0 Installing Guide 4-39 Outgoing E-Mail Messaging Options The possible outgoing e-m ail configurations that can be used when use rs, o r qu eue s, send Microsoft Dynamics CRM e-mail messages are as follows: • None . Use this option for users or queues t hat do not use Mi crosoft Dynamics CRM to send e-mail messages.
Microsoft Dynamics CRM 4.0 Installing Guide 5-40 5 Data Migration Manager Installation Instructions Typically, the Data Migration Manager is used when you first implement Microsoft Dynamics CRM 4.0 to bring all data from your legacy databa ses and systems into Microsoft Dynamics CRM.
Microsoft Dynamics CRM 4.0 Installing Guide 5-41 2. Double-click SetupDMCli ent.exe , which is located with the installation files in the following folder: < Drive :>Client 3. On the License Agreement page, review the information and, if you accept the lice nse agreement, select I accept this license agreement , and then click I Accept .
Microsoft Dynamics CRM 4.0 Installing Guide 5-42 • At my company or a partner-h osted site . Select this option if you will connect to a Microsoft Dynamics CRM server at your company or at a partner-hosted site.
Microsoft Dynamics CRM 4.0 Installing Guide 5-43 • "TraceSchedule"="Daily" • "TraceRefresh"=dwo rd:00000001 Start Data Migration Manager To run the Data Migration Manager, cli ck Start , point to All Programs , point to Microsoft Dynamics CRM , and then click Microsoft Dy namics CRM Data Migration Manager .
Microsoft Dynamics CRM 4.0 Installing Guide 5-44 Send Feedback.
Microsoft Dynamics CRM 4.0 Installing Guide 6-45 6 Language Pack Installation Instructions The Microsoft Dynamics CRM 4.0 Language Pa ck lets users switch the language of the user interface or Help that is displayed in the applicat ion.
Microsoft Dynamics CRM 4.0 Installing Guide 6-46 4. On the completion page, click Vie w log file if you want to review the Setup log file. In addition, you can click View Read Me to view the Read Me file that contains up-to-date information abo ut Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide 6-47 2. Click the Languages tab. 3. In the User Interface Language list, select the lang uage in which you want Microsoft Dynamics CRM to be displayed. 4. In the Help Language list, select the language in which you want Microsoft Dynamics CRM Help to be displayed.
Microsoft Dynamics CRM 4.0 Installing Guide 7-48 7 Use the Command Line to Install Microsoft Dynamics CRM You can install Microsoft Dynamics™ CRM 4. 0, Microsoft Dynamics CRM Con nector for Microsof.
Microsoft Dynamics CRM 4.0 Installing Guide 7-49 Install Microsoft Dynamics CRM Server The following command will install Micro soft Dynamics CRM Server: SetupServer.exe [ /Q ] [/InstallAlways] [ /L [ drive: ][[ path ] logfilename.log ]] [ /config [ drive: ] [[ path ] configfilename.
Microsoft Dynamics CRM 4.0 Installing Guide 7-50 Important The XML elements must be in English (US) . An XML configuration file that has localized XML elements wi ll not work co rrectly. For example, if you have a German version of Microsoft Dynamics CRM Se rver, the XML file elements must still be English (US).
Microsoft Dynamics CRM 4.0 Installing Guide 7-51 <Organization>Organizati on friendly or long name</Organization> Specifies the long name of your organiza tion. The name can be up to 250 characters lo ng and extended characters are supporte d.
Microsoft Dynamics CRM 4.0 Installing Guide 7-52 A list of supported ISO currency codes are availa ble in the System Requirements ch apter in the Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide 7-53 <Groups autogroupmanagementoff=" true/false"> <PrivUserGroup>CN=value,OU=value,DC= value,DC=value,DC=value</PrivUserGrou p>.
Microsoft Dynamics CRM 4.0 Installing Guide 7-54 value in the rootdomainscheme element. In addition, after Setup is complete, to help protect information that is tr ansmitted between users and Microsoft Dynamics CRM Serv er, we recommend t hat you configure the Web site to require SSL.
Microsoft Dynamics CRM 4.0 Installing Guide 7-55 <IncomingExchangeServer name="ExchangeServerName"/> </Email> </Server> </CRMSetup> Caution Maintaining the configurat.
Microsoft Dynamics CRM 4.0 Installing Guide 7-56 Parameters The supported command li ne parameters are the same as what wa s previo usly described in the “Install Microsoft Dynamics CRM Server” sectio n. Server XML Configuration File The /config [ drive: ] [[ path ] configfilename.
Microsoft Dynamics CRM 4.0 Installing Guide 7-57 <Patch update=”true”>serversharepatchfile.msp</Patch> <LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey> <SqlServer&.
Microsoft Dynamics CRM 4.0 Installing Guide 7-58 CRM Connector for SQL Server Rep orting Serv ices in quiet mode, which uses a n XML configuration file named install-config.
Microsoft Dynamics CRM 4.0 Installing Guide 7-59 <reportserverurl>Repor tServerURL</reportserv erurl> Specifies the URL of the Web site where SQL Server Reporting Se rvices is installed and running. If you specify a URL similar to http://loc alhost/ReportServer, Se tup will look for SQL Server Report Server in the default Web site .
Microsoft Dynamics CRM 4.0 Installing Guide 7-60 Step 1: Install Files The following command display s the available options to run Microsoft Dynamic s CRM for Outlook Setup at the command line: Setupclient.exe [ /A ] [ /Q ] [/X] [ /L [ drive: ][[ path ] logfilename.
Microsoft Dynamics CRM 4.0 Installing Guide 7-61 Setupclient /Q /A /targetdir “sharemscrm_client_admin” /F Repairs the installation. /Q Quiet mode installation. This parameter requi res a configuration file in XML format. The config= parameter contains the nam e of the XML conf iguration file.
Microsoft Dynamics CRM 4.0 Installing Guide 7-62 Typ e . Specifies the Microsoft Dynam ics CRM Server type. The following valu es are available: • OnPremise .
Microsoft Dynamics CRM 4.0 Installing Guide 7-63 organization named Organiza tionName on the Microsoft Dynamics CRM Server t hat is named MSCRM . <CRMConfiguration> <Client> <ServerUrl .
Microsoft Dynamics CRM 4.0 Installing Guide 7-64 • Uninstall. Uninstalls Micros oft Dynam ics CRM Server. • Repair. Starts Setup in repair mode. <Patch update=”true”/”false”>Serv erN.
Microsoft Dynamics CRM 4.0 Installing Guide 7-65 Sample Microsoft Dynamics CRM E-mail Router XML Configuration File The following configuration-file sa mple i nstructs Setup to check a Microsoft We b site for available updates to E-mail Router Setup.
Microsoft Dynamics CRM 4.0 Installing Guide 7-66 An unhandled exception was generated durin g t he execution of the current Web request. Information about the origin and location of t he exception can be i dentif ied using the exception stack trace be low.
Microsoft Dynamics CRM 4.0 Installing Guide 7-67 resolve this issue, install IIS and then run Setup again. For more information ab out how to in stall IIS, see the Windows Server Help. Send Us Your Feedback about This Chapter We appreciate hearing fro m you.
Microsoft Dynamics CRM 4.0 Installing Guide 8-68 8 Uninstall and Repair Instructions This section describes ho w to uninstall or repai r a Microsoft Dy na mics CRM syst em.
Microsoft Dynamics CRM 4.0 Installing Guide 8-69 To repair E-mail Router, click Microsoft Dy namics CRM E-mail Router , click Change/ Remove, select Repair , and then click Nex t .
Microsoft Dynamics CRM 4.0 Installing Guide 8-70 If Data Migration Manager is configured to use SQ L Server 2005, use SQL Server Management Studio to delete the database. After y ou delete the databa se, run S etup again. To delete the database, follow these ste ps.
Microsoft Dynamics CRM 4.0 Installing Guide 8-71 Uninstall or Disable a Language Pack You can disable a Language Pack in the orga nization. When you do this, users will no longer be able to see the Microsoft Dynamics CRM user interface and Help langu age in th e associated Language-Pack langu age.
Microsoft Dynamics CRM 4.0 Installing Guide 9-72 9 Post-Installation and Configuration Guidelines This chapter describe s several of the Microsoft Dynamics CRM compone nts and tasks that the administrator should configure after insta lling the appli cation.
Microsoft Dynamics CRM 4.0 Installing Guide 9-73 Task Subtask: Help Topic Title Review your user interface . Determine whether changes are needed to forms and views. These changes can all be mad e from the application. (T his task is completed in the Customization area of Settings.
Microsoft Dynamics CRM 4.0 Installing Guide 9-74 Task Subtask: Help Topic Title Set up queues for case s . L earn h ow to organize incoming cases b y using queues.
Microsoft Dynamics CRM 4.0 Installing Guide 9-75 Goal 4: Manage Schedulable Resources In the following table you will find the tasks to manage resource -scheduling features in Microsoft Dynamics CRM. Task Subtask: Help Topic Title Organize resources and schedule ser vices .
Microsoft Dynamics CRM 4.0 Installing Guide 9-76 Task Subtask: Help Topic Title Track data by sales territory. Define territories and add salespeo pl e to territories so that sales processes and results can be tracked by territory. (These tasks are completed in the Business Management ar ea of Settings.
Microsoft Dynamics CRM 4.0 Installing Guide 9-77 2. Extract the customization.xml file from the cu stomization.zip file. 3. Open the cu stomization.x ml file by using a te xt editor such as Microsoft Visual Studio or Notepad. 4. Locate the following node i n the file.
Microsoft Dynamics CRM 4.0 Installing Guide 9-78 ResourceId="Homepage_LearningCustomization" DescriptionResourceId="LearningCustomization_SubArea_Description" Icon="/_imgs/area/18_settings.gif" Url="/resourcecenter/customization.
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