Page 3 - Contents
Microsoft Dynamics CRM 4.0 Installing Guide Contents Installing Guide ............................................................................................................................. 1-1 Rev. 4.0.0 ..........................................................................................
Page 7 - Overview; Microsoft Dynamics CRM Editions and Licensing; Editions
Microsoft Dynamics CRM 4.0 Installing Guide 1-1 1 Overview Welcome to the Microsoft Dynamics CRM 4.0 Installing Guide. This guide is part of a comprehensive set of documents that describe how to plan, implement, and operate Microsoft Dynamics CRM versions installed and maintained at the organization...
Page 8 - Microsoft Dynamics CRM 4.0 Professional; Licensing; Client Access License Types; Administrative; What’s New in Microsoft Dynamics CRM 4.0?
Microsoft Dynamics CRM 4.0 Installing Guide 1-2 (when available). This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM Server. • Microsoft Dynamics CRM 4.0 Professional . This edition has no user limit and is limited to a single organization, ...
Page 9 - Server Roles; Application Server Role; Platform Server Role; Microsoft Dynamics CRM 4.0 Language Pack; What’s New in Data Management?
Microsoft Dynamics CRM 4.0 Installing Guide 1-3 Server Roles Microsoft Dynamics CRM 4.0 Enterprise introduces two new server roles that provide services, which increase flexibility and scalability. You can decide to have a computer dedicated to one server role or to both. The server roles selected a...
Page 10 - What’s New in Customization?; Set Form Assistant options in form properties
Microsoft Dynamics CRM 4.0 Installing Guide 1-4 • If the source data requires custom entity, attribute, or list-value creation, the Data Migration Wizard can customize Microsoft Dynamics CRM 4.0 as part of the migration process. • Data Migration Wizard lets you reuse data mappings from previous migr...
Page 11 - What’s New in Workflow?; What’s New in Microsoft Dynamics CRM for Outlook?
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 workflows was limited to users who had been granted permission to access the server that was running Microsoft Dy...
Page 12 - Send Us Your Feedback about This Chapter; Note
Microsoft Dynamics CRM 4.0 Installing Guide 1-6 Send Us Your Feedback about This Chapter We appreciate hearing from you. To send your feedback, click the following link and type your comments in the message body. Note The subject-line information is used to route your feedback. If you remove or modi...
Page 13 - Important; Microsoft Dynamics CRM Server Installation; Register Microsoft Dynamics CRM; Post Installation Tasks; Troubleshoot Installation
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 information and the procedures to uninstall Microsoft Dy...
Page 14 - Components Installed During Server Setup
Microsoft Dynamics CRM 4.0 Installing Guide 2-8 Components Installed During Server Setup This section describes what is installed during Microsoft Dynamics CRM Server Setup. Microsoft Dynamics CRM Server Installed Configuration Components When Microsoft Dynamics CRM Server is installed on the server...
Page 15 - Group; Service; Other Software Components Installed During Setup
Microsoft Dynamics CRM 4.0 Installing Guide 2-9 Group Description PrivReportingGroup Privileged Microsoft Dynamics CRM user group for reporting functions. This group is created during Microsoft Dynamics CRM Server Setup and configured during Microsoft Dynamics CRM Connector for SQL Server Reporting ...
Page 16 - SQL Server
Microsoft Dynamics CRM 4.0 Installing Guide 2-10 CRM 3.0 system that includes these products or solutions, or you install these components after installing Microsoft Dynamics CRM 4.0, these products or solutions may not function correctly. • Microsoft Dynamics CRM 3.0 Mobile • Microsoft Dynamics CRM...
Page 17 - Option 2: Delete the Existing Configuration Database
Microsoft Dynamics CRM 4.0 Installing Guide 2-11 How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain 3. Run Microsoft Dynamics CRM Server Setup. Option 2: Delete the Existing Configuration Database For this option, you will run Micros...
Page 23 - Upgrade from Microsoft Dynamics CRM 3.0
Microsoft Dynamics CRM 4.0 Installing Guide 2-17 Upgrade from Microsoft Dynamics CRM 3.0 Server In this section you will find the procedures to install Microsoft Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM 3.0 installed. The high-level steps to complete the installation...
Page 27 - Account as Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 Installing Guide 2-21 3. On the License Agreement page, review the information and, if you accept the license agreement, click I accept this license agreement , and then click I Accept . 4. If Setup detects that components are missing, the Install Required Components page ...
Page 29 - Manage Organizations, Servers, and Licensing; Install Sample Data
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 prerelease versions are not registered. Warning If you do not register Microsoft Dynamics ...
Page 30 - Troubleshooting Installation and Upgrade; Log Files; Server Installation Issues; Setup cannot find the selected organizational unit
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 corresponds to data in Microsoft Dynamics CRM) for the sample data, and then use Data Migration Manager to migrate the sample data. M...
Page 31 - Source Error; Security Group
Microsoft Dynamics CRM 4.0 Installing Guide 2-25 Source Error . An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. This problem can occur if you ...
Page 32 - Sales processes are upgraded to workflows
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 workflow and sales process functionality with Microsoft Dynamics CRM 4.0, some workflows cannot be upgraded. Although Setup indicates that the upgrade ...
Page 34 - Microsoft Dynamics CRM for Outlook
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 software component that provides an interface between the Microsoft Dynamics CRM system and Microsoft Exchange Server 2003, Microsoft Exchan...
Page 36 - Additional Tasks; Additional tasks to complete to use a forward mailbox
Microsoft Dynamics CRM 4.0 Installing Guide 3-30 4. In the Exchange folder, double-click SetupExchange.exe . 5. On the Welcome page, select whether you want to update Microsoft Dynamics CRM Server Setup. We recommend that, if updates are available, you let Setup download the latest version. To do th...
Page 37 - E-Mail Router Configuration Manager
Microsoft Dynamics CRM 4.0 Installing Guide 3-31 about the forward mailbox, see the Planning Deployment chapter 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. To add a user ...
Page 38 - Rule Deployment Wizard
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 mailbox will be used by E-mail Router to process e-mail messages. Then, for each Microsoft Dynamics CRM user or queue that will receive e-...
Page 39 - Create the Rule Manually
Microsoft Dynamics CRM 4.0 Installing Guide 3-33 user to the Microsoft Dynamics CRM system mailbox. From the Microsoft Dynamics CRM system mailbox, E-mail Router retrieves the messages and creates an e-mail activity in Microsoft Dynamics CRM. To deploy these Microsoft Dynamics CRM user inbox rules, ...
Page 40 - Turn on this rule; Finish; Apply; Troubleshooting; Logging; Users do not receive Microsoft Dynamics CRM e-mail messages
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 best practices and issues that may occur during or j...
Page 41 - Microsoft Dynamics CRM for Outlook with Offline Access; Client
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 for Outlook is t...
Page 44 - User and Queue E-Mail Configuration
Microsoft Dynamics CRM 4.0 Installing Guide 4-38 6. The System Requirements page appears. This is a summary of all system requirements for a successful Microsoft Dynamics CRM for Outlook installation. Failed checks must be corrected before configuration can continue. If a problem will take time to c...
Page 45 - Outgoing E-Mail Messaging Options; None; Router
Microsoft Dynamics CRM 4.0 Installing Guide 4-39 Outgoing E-Mail Messaging Options The possible outgoing e-mail configurations that can be used when users, or queues, send Microsoft Dynamics CRM e-mail messages are as follows: • None . Use this option for users or queues that do not use Microsoft Dy...
Page 46 - Install Data Migration Manager; Data Migration Manager Installation Instructions
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 databases and systems into Microsoft Dynamics CRM. Overview There a...
Page 47 - Configure Data Migration Manager
Microsoft Dynamics CRM 4.0 Installing Guide 5-41 2. Double-click SetupDMClient.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 license agreement, select I accept this l...
Page 49 - Start Data Migration Manager; Troubleshooting Data Migration Manager Setup; Data Migration Manager Authentication Failures
Microsoft Dynamics CRM 4.0 Installing Guide 5-43 • "TraceSchedule"="Daily" • "TraceRefresh"=dword:00000001 Start Data Migration Manager To run the Data Migration Manager, click Start , point to All Programs , point to Microsoft Dynamics CRM , and then click Microsoft Dynamics...
Page 51 - Deploy a Language Pack; Step1: Install the Language Pack in the Deployment; License Agreement; I accept this license agreement
Microsoft Dynamics CRM 4.0 Installing Guide 6-45 6 Language Pack Installation Instructions The Microsoft Dynamics CRM 4.0 Language Pack lets users switch the language of the user interface or Help that is displayed in the application. For example, your multinational organization might have standardi...
Page 53 - Language Pack Installation Issues
Microsoft Dynamics CRM 4.0 Installing Guide 6-47 2. Click the Languages tab. 3. In the User Interface Language list, select the language 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 dis...
Page 54 - General Procedures; Domain Users; Administrators
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 Connector for Microsoft SQL Server Reporting Services, Microsoft Dynamics CRM for Microsoft Office Outlook®, and the Microsoft...
Page 55 - Install Microsoft Dynamics CRM Server; Parameters; Server XML Configuration File
Microsoft Dynamics CRM 4.0 Installing Guide 7-49 Install Microsoft Dynamics CRM Server The following command will install Microsoft Dynamics CRM Server: SetupServer.exe [ /Q ] [/InstallAlways] [ /L [ drive: ][[ path ] logfilename.log ]] [ /config [ drive: ] [[ path ] configfilename.xml ]] SetupServe...
Page 56 - update
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 will not work correctly. For example, if you have a German version of Microsoft Dynamics CRM Server, the XML file elements must still be Engl...
Page 59 - Warning
Microsoft Dynamics CRM 4.0 Installing Guide 7-53 <Groups autogroupmanagementoff="true/false"> <PrivUserGroup>CN=value,OU=value,DC=value,DC=value,DC=value</PrivUserGroup> <SQLAccessGroup>CN=value,OU=value,DC=value,DC=value,DC=value</SQLAccessGroup> <UserGroup&...
Page 60 - Sample Server XML Configuration File
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 transmitted between users and Microsoft Dynamics CRM Server, we recommend that you configure the Web site to require SSL. For more informa...
Page 61 - Caution; Install Microsoft Dynamics CRM Server Roles
Microsoft Dynamics CRM 4.0 Installing Guide 7-55 <IncomingExchangeServer name="ExchangeServerName"/> </Email> </Server> </CRMSetup> Caution Maintaining the configuration file, which has <ServiceAccountLogin> and <ServiceAccountPassword> values specified, i...
Page 63 - Install Microsoft Dynamics CRM Connector for; Command-Line Example
Microsoft Dynamics CRM 4.0 Installing Guide 7-57 <Patch update=”true”>\\server\share\patchfile.msp</Patch> <LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey> <SqlServer>SQLServer</SqlServer> <database create=”false” /> <WebsiteUrl create=”true” /> ...
Page 64 - File
Microsoft Dynamics CRM 4.0 Installing Guide 7-58 CRM Connector for SQL Server Reporting Services in quiet mode, which uses an XML configuration file named install-config.xml and creates a log file named log.txt, run the Setup program that is located in the SrsDataConnector folder command from the in...
Page 65 - Install Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM 4.0 Installing Guide 7-59 <reportserverurl>ReportServerURL</reportserverurl> Specifies the URL of the Web site where SQL Server Reporting Services is installed and running. If you specify a URL similar to http://localhost/ReportServer, Setup will look for SQL Serve...
Page 66 - Step 1: Install Files; Command-Line Examples
Microsoft Dynamics CRM 4.0 Installing Guide 7-60 Step 1: Install Files The following command displays the available options to run Microsoft Dynamics CRM for Outlook Setup at the command line: Setupclient.exe [ /A ] [ /Q ] [/X] [ /L [ drive: ][[ path ] logfilename.log ]] [/targetdir [ drive: ][[ pat...
Page 69 - Install Microsoft Dynamics CRM E-mail Router; E-mail Router XML Configuration File
Microsoft Dynamics CRM 4.0 Installing Guide 7-63 organization named OrganizationName on the Microsoft Dynamics CRM Server that is named MSCRM . <CRMConfiguration> <Client> <ServerUrl Type=”OnPremise”>http://MSCRM</ServerUrl> <Organization>OrganizationName</Organizati...
Page 74 - Uninstall and Repair Instructions; Uninstall or Repair E-mail Router
Microsoft Dynamics CRM 4.0 Installing Guide 8-68 8 Uninstall and Repair Instructions This section describes how to uninstall or repair a Microsoft Dynamics CRM system. Uninstalling Microsoft Dynamics CRM and purging the computer system of all Microsoft Dynamics CRM data and system changes involves a...
Page 75 - Uninstall Data Migration Manager
Microsoft Dynamics CRM 4.0 Installing Guide 8-69 To repair E-mail Router, click Microsoft Dynamics CRM E-mail Router , click Change/Remove, select Repair , and then click Next . Follow the instructions on the screen. Uninstall or Repair Microsoft Dynamics CRM for Outlook To remove (uninstall) or rep...
Page 77 - Uninstall or Disable a Language Pack
Microsoft Dynamics CRM 4.0 Installing Guide 8-71 Uninstall or Disable a Language Pack You can disable a Language Pack in the organization. When you do this, users will no longer be able to see the Microsoft Dynamics CRM user interface and Help language in the associated Language-Pack language. Later...
Page 78 - Configuration Guide and Roadmap
Microsoft Dynamics CRM 4.0 Installing Guide 9-72 9 Post-Installation and Configuration Guidelines This chapter describes several of the Microsoft Dynamics CRM components and tasks that the administrator should configure after installing the application. Because Microsoft Dynamics CRM has a rich feat...
Page 79 - Goal 2: Integrate E-mail with Microsoft Dynamics CRM; Goal 3: Manage Customer Support
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 made from the application. (This task is completed in the Customization area of Settings.) • Learn about what...
Page 80 - Task
Microsoft Dynamics CRM 4.0 Installing Guide 9-74 Task Subtask: Help Topic Title Set up queues for cases . Learn how to organize incoming cases by using queues. (These tasks are completed in the Business Management area of Settings.) • Learn how to create queues: Creating Queues for Incoming Cases • ...
Page 81 - Goal 4: Manage Schedulable Resources; Goal 5: Manage Marketing; Goal 6: Manage Sales Transactions
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 services . Define when and where servi...
Page 82 - Goal 7: Automate Business Processes; Instructions for Removing the Resource Center
Microsoft Dynamics CRM 4.0 Installing Guide 9-76 Task Subtask: Help Topic Title Track data by sales territory. Define territories and add salespeople to territories so that sales processes and results can be tracked by territory. (These tasks are completed in the Business Management area of Settings...
