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Install Microsoft Dynamics CRM Server on a server without Microsoft Dynamics CRM installed

[Applies to: Microsoft Dynamics CRM 4.0]

Important

For information about how to plan your Microsoft Dynamics CRM system, see the Microsoft Dynamics CRM 4.0 Planning Guide.

To install the Microsoft Dynamics CRM Server software, follow these steps:

  1. Meet all requirements specified under System Requirements and Required Components.
  2. Log on to the domain as a user who has administrator-level privileges where Microsoft Dynamics CRM will be installed and who is a member of the Administrators group on the local computer. You cannot install the application as a member from a trusted domain.
  3. See the Microsoft Dynamics CRM 4.0 Server Readme to determine the location of the Microsoft Dynamics CRM installation files.
  4. In the folder where the Microsoft Dynamics CRM files are located, move to the root folder, and then double-click SetupServer.exe.
  5. On the Welcome to Microsoft Dynamics CRM Setup 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 this, click Update installation files, wait until the update process is complete, and then click Next.
  6. On the License Code Information page, type your license number in the License code boxes, and then click Next.

    Note

    If you purchased Microsoft Dynamics CRM through a Microsoft Volume Licensing program, the license key is provided in the license.txt file, which is included in the Microsoft Dynamics CRM installation files.

  7. 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.
  8. If Setup detects that components are missing, the Install Required Components page appears.
    • If you have already installed the required components, this page will not appear.
    • If you have not installed the required components, 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 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.

    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.

    The installation of Microsoft .NET Framework 3.0 can take up to 10 minutes to install.

  9. If you are installing Microsoft Dynamics CRM 4.0 Enterprise, the Specify Server Roles page appears. By default, Full Server is selected and will install all server roles on the computer. Alternatively, you can select a server role group or one or more individual server roles. Notice that all server roles must be deployed on the network for Microsoft Dynamics CRM to operate correctly. For more information about server roles, see Planning Deployment. Click Next.

    Important

    When you select a server role group or server role that is not Full Server, Microsoft Dynamics CRM Server Setup does not create an organization database during the installation. If the deployment does not have an organization database, you must use Deployment Manager to create a new organization. For information about how to create a new organization, see the Deployment Manager Help.

  10. On the Specify Deployment Options page, if Setup detects an existing deployment, you can select whether you want to create a new deployment or connect to an existing deployment. In the Enter or select the name of the computer that is running SQL Server box, type or select the instance of SQL Server that will be used to store the Microsoft Dynamics CRM databases.

    Important

    One or more updates may have to be installed on the computer that is running SQL Server 2008 to work with Microsoft Dynamics CRM. If needed, these updates will be installed when you click Update installation files during Microsoft Dynamics CRM Server Setup and Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup. For more information about these updates, see the Microsoft Knowledge Base article Support for Microsoft Dynamics CRM 4.0 together with Microsoft SQL Server 2008.

    When you select Create a new deployment, Setup creates a new organization database using the name that you specified and a configuration database by 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 an existing deployment, 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.

  11. On the Specify the Organization Name page, type the name of your organization in the Display name box. In the Name box that you can keep the name that Setup presents or you can type a unique name that must be limited to 30 characters. Spaces and extended characters are not allowed. In the Database collation list, select the database collation that the organization database will use to sort and compare data characters. Then, click Browse, select the ISO currency code that you will use as the base currency for the organization in the list, click OK, and then click Next.

    Important

    After Setup is complete, you cannot change the database collation or the base ISO currency code. However, you can change the base currency name and base currency symbol.

    The Organization Name box is limited to the standard ASCII character set (A-Z, 0-9, and _). In addition, the name must be unique to the deployment and cannot begin with a number or an underscore (_) character.

  12. On the Help Us Improve the Customer Experience page, select whether you want to participate in the Customer Experience Improvement Program, and then click Next.

    Note

    By default, the Customer Experience Improvement Program feature in Microsoft Dynamics CRM is turned on. If later you decide that you do not want to participate in the Customer Experience Improvement Program, you can turn off this feature in the Microsoft Dynamics CRM Web application. To do this, in the Navigation Pane, click Settings, under Settings, click Administration, in the Administration area click Privacy Preferences, in the Privacy Preferences dialog box clear the Yes, I am willing to participate anonymously in the Customer Experience Improvement Program check box, and then click OK.

  13. On the Select Installation Location page, accept the default location or enter a different file installation location, and then click Next.
  14. On the Select the Web Site page, select a Web site from the Web site list. By default, Setup will use the default Web site.

    Important

    We strongly recommend that you let Setup create a new Web site. If you select an existing Web site, Microsoft Dynamics CRM Server Setup can overwrite the existing Web site application or cause unexpected behavior in the associated Web site application.

    We recommend that you select the Create new Web site option. Setup will create a new Web site for Microsoft Dynamics CRM Server. If you want to create a new Web site, select the following option:

    Port Number. Type the TCP port number that Microsoft Dynamics CRM clients will use to connect to the Microsoft Dynamics CRM Server. The default port number is 5555.

  15. Click Next.
  16. On the Specify Reporting Services Server page, type the Report Server URL. Make sure that you use the Report Server URL, not the Report Manager URL. To verify that you are using the correct URL, in a browser, type the Report Server URL as the address. You should see a page titled <server>/ReportServer - /: with text that displays the version number: Microsoft SQL Server Reporting Services Version <version number>. Click Next.
  17. On the Select the Organizational Unit page, click Browse to display your Active Directory structure. Select the location where you want the Microsoft Dynamics CRM organizational unit to be installed into, click OK, and then click Next. Microsoft Dynamics CRM security groups are created in this organizational unit.

    Note

    If Setup cannot find the organizational unit that you specified, see Troubleshooting Installation and Upgrade.

  18. On the Specify Security Account page, select the security account for the Microsoft Dynamics CRM services and ASP.NET component, and then click Next.

    Important

    We strongly recommend that you select a low-privilege domain account that is dedicated to running these services and is not used for any other purpose. This domain account should only have local user-level permissions in the domain.

    Note

    If you select to run the ASP.NET service under a domain user account that is not 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 that you have implemented for your organization, the password for the user may expire. For more information, see the Microsoft Knowledge Base article 329290, How to use the ASP.NET utility to encrypt credentials and session state connection strings.

  19. On the Specify E-mail Router Settings page, in the E-mail Router server name box, type the name of the computer where the E-mail Router will be installed. This computer will be used to route Microsoft Dynamics CRM e-mail messages. If you will not install the E-mail Router you can leave this box blank. Then click Next.
  20. The System Requirements page appears. This page is a summary of all system requirements for a successful Microsoft Dynamics CRM Server 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 this, click Next.
  21. Review the Ready to Install the Application page, and then click Back to correct any errors. When you are ready to continue, click Install.
  22. When Setup completes successfully, the Microsoft Dynamics CRM 4.0 Completed page appears. We recommend that you let Setup restart the computer by leaving the Restart the computer when the wizard closes option checked. Click Finish.

    Important

    To complete the installation of Microsoft Dynamics CRM Server, you must install the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services. For instructions about how to install the Microsoft Dynamics CRM 4.0 Connector for Microsoft SQL Server Reporting Services, see the following section.

    You cannot install the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services before you install Microsoft Dynamics CRM Server.

    By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server Web application is installed. If you use another method to compress HTTP communications, you may want to turn this feature off. To do this, start IIS Manager, right-click the Web Sites folder, click the Service tab, and then clear Compress application files and Compress static files.


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