Microsoft Dynamics CRM 2011 Installation Full Tutorial

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Microsoft Dynamics CRM 2011 Installation Full Tutorial

Environment Introduction

WINDOWS R2 Datacenter

Microsoft SQL SERVER R2

Microsoft Dynamics CRM 2011

Preparatory work

Three machines in a VM virtual machine, three machines preferably installed separately, if it is replicated because the computer system SID is the same. So you want to modify the SID number of each system. Previously WIN2003 has a tool newsid that modifies the SID, With the Sysprep tool integrated in the WINDOWS2008 system, after starting Windows2008 into the system, open the CMD window and enter the "C:\windows\system32\sysprep" directory before entering "sysprep/ Generalize/oobe/reboot "Re-configure the SID.

After completion you can use the command to see the SID change "Start---run--cmd---whoami/user"

Modify each computer name to (crmad,crmsql,crm2011)

Crmad: Domain Server

Crmsql: Database and Report Server

CRM2011:CRM Program Server

Network preparation

The Crmad IP settings are as follows:

The Crmsql IP settings are as follows (note that DNS is set to the domain service's IP, otherwise the domain cannot be found):

The CRM2011 IP settings are as follows (note that DNS is set to the domain service's IP, otherwise the domain cannot be found):

Installation Introduction

Install the ad domain on the Crmad computer first, then join the Crmsql and CRM2011 computers to the domain, all the firewalls are turned off, and all the following installations are installed using the domain account .



Installing users

AD Domain


Native installation

SQL Server,report SERVER


Domain user Installation



Domain user Installation

CRM 2011


Domain user Installation

Report Extension Service


Domain user Installation

Crmad Machine : installation AD Domain

The following is the process of configuring a domain.

1) Open the Server Manager, right-click on the "Roles" node of the left navigation bar and select the "Add Roles" option in the context menu. As shown in.

2) The system pops up the Add Roles Wizard dialog box, on the Select Server Roles page, tick the checkbox in front of Active directory Domain Services, and the system will pop up a dialog box prompting you to add the. Net Framework 3.5 Features, click on the "Add Required Features" button, Returns to the wizard interface.

3) Click "Next" button to enter "Active Directory Domain Services" Introduction interface, click "Next" button again, go to "Confirm installation Select" Interface, click "Install" button, the system will start to install AD Domain Services.

4) After the installation is complete, open the command-line tool (Start menu-All Programs--and the command prompt), where you enter Dcpromo, and the system starts the Active Directory Domain Services Installation Wizard to complete subsequent installations, such as.

5) On the wizard page of the Active Directory Domain Services Setup Wizard, when selecting a deployment configuration, depending on the actual situation, the setting is whether to add a domain controller to an existing forest or create a new domain in my installation, which is the option "new Domain in New Forest".

6) in named forest root domain, enter the FQDN name of the New forest root domain, which I entered here as the root-level domain name. Such as

7) Click "Next", the system will be the input domain name to do a duplicate detection, in order to avoid and the current network environment in the domain name duplication, detection through, the wizard into the "Set the forest Functional level" page, you can set the level in the forest functional level drop-down box, respectively, Windows Server 2000, Windows Server2003, Windows Server 2008, and Windows Server R2, default to Windows Server 2003. If you select a high-level forest functional level, then when you add a domain controller later, its OS level must also be equal to or higher than the level set by the forest feature. So, I select the "Windows Server 2008" value and click "Next" directly.

8) and set the forest functional level similarly, in the next "Set Domain functional Level" page, also do not make changes, keep "domain functional level" for Windows Server 2008. In step 7 and step 8, you crossing students, you can set according to their actual situation.

9) Next, the system will be tested, my environment is a purely just installed Windows Server R2 environment, so the wizard prompts me to install the DNS service for the domain controller. As shown in.

10) When clicking the Next button, the system prompts, unable to create a DNS server delegation and so on a series of hints, directly ignored, after all, I am just an independent, not with the outside World Unicom CRM Server System. Click "Yes" to close this dialog box.

11) All the way to the "next" button, go to "directory Service Restore Mode Administrator Password" page, this dongdong explanation, look at the help of Windows, I do not say much. Enter a password that we remember to match the password rules. I won't tell you what password I typed. Click "Next", the system starts to configure the domain service, tick the "Restart after completion" check box on this page. Configuration of static and other systems. Such as. (This configuration work is still relatively time-consuming, about 10 minutes, we can drink tea, chat, smoking)

After the system restarts, the installation of the domain is complete.

Create organizational unit Eastar after installation (used when CRM is installed)

Create the following users, and temporarily do not need to set permissions.

Eastar\sqlsvc-sql Server Database engine account, DB Service, Proxy service use accounts

Eastar\ssrssvc-sql Server Reporting Services Account Reporting Service

EASTAR\CRMAPPSVC–CRM Application Service Account CRM program services

EASTAR\CRMDEPSVC–CRM Deployment Web Service Account CRM Development Service

EASTAR\CRMSANDBOXSVC–CRM Sandbox processing service account CRM sandbox services

EASTAR\CRMAPSVC–CRM asynchronous processing Service account. CRM Asynchronous Service

Crmsql Machine : installation SQL SERVER

The installation steps are as follows:

1) Run the installer and select "Install"-"New SQL Server standalone installation or add features to an existing installation" as shown in.

2) The installer wizard goes through the "system Detection", "Product Key", "License Terms" three pages, go to the "Setup Support Files" page, click "Install", for supporting file installation process.

3) Support files after installation, go to the "Rules check" page, the installer will give a few warnings, including "Computer domain Controller" "firewall" and so on, there is no relationship, I want to install a test development environment of their own, these problems can be ignored, directly click "Next".

4) on the "Feature Selection" page, tick the "Database Engine Services", "SQL Server Replication", "Full-Text Search", "Reporting Service", "Client Tool connection", "Administrative Tools-Basic", "Administrative Tools-complete" features. The functions of database service, full-text search, reporting Service, SQL Server Management Studio are respectively corresponding. As shown in.

5) Click "Next", go to the "Instance Configuration" page, do not modify the instance name, directly use the default instance name. Click "Next", go to "Disk space requirements" page, continue to click "Next" button. Go to the Server Configuration page, use the EASTAR\SQLSVC account with the user database and proxy service already created on the domain server, the report uses the EASTAR\SSRSSVC account, and the proxy service is set to auto-start. Complete the settings for this section, as shown in.

6) in the next "Database Engine Settings" page, click on the "Add current Account" button to designate the current account as a SQL Server administrator, you can also follow the actual needs, click the "Add" button, one or several accounts in the domain designated as a SQL Server administrator. Make no changes to the Data Catalog tab and the contents of the FileStream tab, and click the Next button. As shown in.

7) In the Reporting Service configuration page, keep the default options, click "Next", in the "Error and Usage Report", continue to click "Next", on the "Installation Rules" page, if there is no error, click "Next", otherwise, you will click "View Details" button, See exactly where the error occurred and make the appropriate modifications to pass the "install rules" check. In the "Ready to Install" page, review the installation summary information, confirm the error, click the "Install" button to start the installation. As shown in. (This process depends on the number of functional services selected, time-consuming is also long and short, but even with me, just choose those that must be installed, the installation will take 30 minutes to complete)

After the patch installation is complete, start SQL Server Management Studio (the path is the Start menu-All Programs--microsoft SQL Server 2008--sql Server Management Studio), in the "server name" dialog box, enter the local name, or enter the decimal point ".", establish a connection to the native SQL Server, open the database node, and browse. Start IE, enter http://CRMSQL/reportserver in the address bar to see if there is a result. Both verify that SQL Server is installed successfully and that Reporting Services is installed successfully.

CRM2011 Machine : installation IIS

The installation of IIS is described below.

1) similar to adding Active directory Domain Services, start Server Manager, click the Roles node in the left navigation bar, add roles, and on the Select Server Roles page, tick the check box before Web server (IIS), as shown in.

2) Click "Next" button, go to "Web Server IIS" Introduction page, then click "Next" button to go to "Select Role Services" page, tick "ASP", "Windows Authentication" node, "Management Service", "IIS6 Management Compatibility" node. When the "ASP. NET" node is checked, the relevant dependent role services are automatically checked. The final check effect is shown below

3) Click "Next" button, go to "Confirm" page, click "Install" button, the system starts to install IIS (installation time is not long, 5 minutes). As shown in.

4) After the installation is complete, start IE, enter http://localhost in the address bar, see the effect, verify that IIS installation is successful.

After IIS is installed.

If the installation is successful, you can see the following services

IIS Admin Service

Indexing Service

World Wide Web Publishing Service

CRM2011 Machine : installation CRM2011

First set the previous user permissions: If you do not set the installation will appear the following error

The workaround is to add the CRM program service and the asynchronous service account to the local performance Log Users Group on the CRM2011 machine.

Here is the CRM installation step

1) Install image to find Server\amd64\setupserver to install as Administrator

4) Enter the serial number, on the Download server install package page, has given the ProductKey, if is installs Enterprise Edition, key is: MQM2H-JYYRB-RRD6J-8WBBC-CVBD3, if installs the Workgroup Edition, Key is: H84KC-JH8DF-7PDYK-TXBXR-2RMMT. The difference between the two versions is that the Enterprise Edition has no limit on the number of users, and the Workgroup Edition has a maximum number of users of 5. I use the Enterprise Edition. Click "Next", agree "License agreement", click "Next". Need to install "requirement components", click "Install" button, install the necessary component.

5) After you install the. NET Framework 4.0 components, you need to restart the operation before you can install additional components.

6) After rebooting the system, continue to install the necessary components, after the installation is complete, click "Next"

7) in the "Select Installation Location" page, enter the installation position of the program, I have not made changes, keep the default settings, click "Next";

8) Go to the "Specify Server Roles" page, you can see that CRM2011 more than the role of CRM4, not only CRM4 has proposed "front End server", "backend server" concept, and "Deployment Management Server" concept, about the various server role content, I'll describe it in a follow-up article. I am installing a CRM server as a test, learning, development use, so choose to install all server roles. Click "Next"

9) on the "Specify Deployment Options" page, set the SQL Server server name Crmsql that is used to store the CRM database. Fellow students can according to their own situation, if it is crmserver and SQL Server deployment separately, then you need to enter the IP address or machine name is possible. After the input is complete, you can choose whether to create a new deployment or connect to an existing deployment. I am a pure new installation, select "Create a new Deployment". Click "Next";

During the CRM installation process, several security groups are created so that their programs run with security validation, and the Select Units page is used to specify the location of the container where the security group is stored. We use the Eastar created earlier as this organizational unit, such as.

Click "OK" to return to the Installation Wizard and click "Next".

11) Enter the "Specify Service Account" page, where you can set the account name and corresponding password for each of the CRM services, here we use the domain user created earlier, as shown in.

After setting up your account, click "Next" to proceed to the next step.

12) Go to the "Select website" page, set the information of the CRM Web site, the default option is to use 80 ports, here I choose the Dynamics CRM features 5555 ports, such as.

Click "Next" to proceed to the next step.

13) Enter the "Specify Email Router Settings" page, in the installation of CRM process, can not specify email Router, so, do not enter the content, direct "Next"

14) Go to the "Specify Organization Settings" page, on this page, enter an organization's information, which will also be created during the CRM process. The organization name that I set and the display name of the organization are all "Eastar" and the other options are the same. As shown in.

Click "Next" to proceed to the next step.

15) Go to the "Specify Reporting Services Server" page, set the location of the report server, the format of the URL address is "http://< machine name or IP address >/reportserver", my machine name is Crmsql, so, The report server URL address is http://crmsql/reportserver.

Click "Next".

16) Enter the most one step "system Check" page, the CRM Installer for environmental testing, Green checkmark is passed the detection. As shown in.

Enter CRM to use http://crm2011:5555/Eastar/main.aspx

This approach comes in because I used the Xrmservicetoolkit tool when I developed it. When using XrmServiceToolkit.Soap.Fetch (fetchXml) JS, an error is reported that denies access.

Install sample data (production environment is not installed for good learning and testing)

Crmsql Machine : Installing report Extensions

Here are the installation steps

1 Navigate to \server\amd64\srsdataconnector\setupsrsdateconnector to install as an administrator

Specify the metabase server: My database computer name is Crmsql

There is nothing good to set up, basically is the next step ( Restart the server after installation is OK ).

Microsoft Dynamics CRM 2011 Installation Full Tutorial

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