Last week I installed Microsoft Dynamic 4.0 on my virtual machine and I found that it will be helpful for beginner like me, if there is a step by step installation guide. Lets start with OS selection.
1. You can use Windows Server 2003 or later server version. I had Windows Server 2003 R2.
2. Install latest service pack for OS you installed.
3. Install Internet Information Service.
4. Install Active Directory.
5. Configure DNS Server.
6. Create new user for domain and make him member of Administrators group.
7. Install SQL Server 2005 with Reporting Service and Analysis service.
8. Configure new account as service account for Report Server and Analysis server.
9. Install Visual Studio 2008.
10. Start installation of CRM 4.0
11. Enter display name for your Organization.
12. Next step is to select installation path, you can leave this as it is or select specific folder,
13. Next select website for CRM, I choose new website with different port address in my case it was 5555 as shown in image below,
14. Next you need to enter URL for Reporting server.
15. Next you have to select Organization Unit. Click on Browse button and select the root node of your domain in my case it is chirag.
16. On next step you need to specify security account, choose the one you created in step 6. Enter the password in password textbox and click next.
17. Select your local machine as Email Router setting or select specific machine on domain which you are using at email server. I chose my local machine so localhost.
18. Once you click next you will see System Requirements screen. If Domain user, SQL Server Reporting Service and ASP.NET are installed properly you will receive no error or warning else you will receive error message. I received following errors,
19. If you receive error message for SQL Server or SQL Server Reporting Service don’t be afraid. Open Services from Start – All Programs – Administrative Tools – Services. Check whether SQL Server Agent is running. If not right click on service and select property. Select Startup Type as Automatic and click on start button.
20. Another common error is for Indexing service. Follow the steps mention in point 19 to start Indexing Service.
21. You can see a warning mentioning Verify Domain User account SPN for the Microsoft Dynamics CRM ASP.NET Application Pool account. This will usually shows when you add specific domain account for security account in step 16. You can solve this warning now or after installation by following steps mentioned at
http://billoncrmtech.blogspot.com/2008/08/now-i-am-master-tips-for-running-crm-40.html
22. If System Requirements screen show no error or warning on next step installation will be started.
23. Finally you will see following screen, this means your CRM is installed.
Happy Programming !!!!
Chirag Darji
ASP.NET Consultant & Trainer
Also to note on your installation guide. Make sure you have indexing service installed on your server also.
Hi,
I have been told to do the installation of CRM 4.0. I was just wondering what are the pre-requisites for the installation to complete. Meaning, do i need to arrange for any system account or funcation/orgnasiation/security groups in Active directory before instllation is started.
Among all the steps mentioned above, could you please highlight the steps which needs to be in place before i start.
My boss is behind me for some urgent installation in this week, and i am not in a situation to tell what all are required.. looking into some documents but simple, precise, step wise documents are not in place.
Awaiting your reponse at the earliest to my email id
sg.shameem@gmail.com
Hi,
I faced the the problem when I want to select Organization Unit It shows me the active directory object can’t be accessed.
could you please highlight the step 4(Install Active directory) briefly.
Awaiting your reponse at the earliest to my email id.
Thanks,
Suman
Suman;
I had the same problem. You may need to be logged on as a domain user rather than a local user. Try running the installer as a domain admin.
Good luck!
I can’t seem to get pass this one step.
“Setup failed to validate specified Reporting Services Report Server http://CRM/ReportServer. Error: The request failed with HTTP status 404: Not Found. The request failed with HTTP status 404: Not Found.
Scenario 1:
If both CRM and SQL 2008 R2 Reporting Services are on same server then the CRM security works.
(i.e. if a user is in Marketing Business Unit then they cannot view Finance Business Unit info).
Scenario 2:
If you use 2 servers, CRM 4.0 installed on server 1 and SQL 2008 R2 Reporting Services installed on server 2,
then CRM security does not work.
(i.e. if a user is in Marketing Business Unit then they can view Finance Business Unit info).
What I need to know is if CRM supports 2 separate servers as in scenario 2. If it does, how do you configure it to work ?
Also, in Scenario 2: of abovementioned topic, when browsing to Report Manager from my local computer, the parameters are blank/empty, yet if I logon to the server and open Report Manager, then the report parameters are displayed.
I have created my unique temp table of business units and parents companies, so when the user enters the SSRS report they can only see the Business unit they are in. But I want to include another parameter to say Yes/No (child Business unit) if they select yes then all users from the child business unit data is returned if not then only the current users data is returned.
In SQL?