Install Microsoft Dynamics CRM 2011 Server on a server without Microsoft Dynamics CRM installed
To install the Microsoft Dynamics CRM Server 2011 software, follow these steps:
- Meet all requirements specified in the "System Requirements and Required Components" section of this guide.
- 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.
- See the Microsoft Dynamics CRM 2011 Server Readme file to determine the location of the Microsoft Dynamics CRM installation files.
- In the folder where the Microsoft Dynamics CRM files are located, move to the Server\amd64 folder, and then double-click SetupServer.exe.
- On the Welcome to Microsoft Dynamics CRM Setup page, we recommend that you click Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Click Next.
- On the Product Key Information page, type your product key in the Product key boxes, and then click Next.
- 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.
- 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 listed, you can install them now. Click Install. When the components are installed, the status column will change from Not Installed to Installed, and you can click Next to continue.
- If you are prompted to restart the computer, do so, and then start Setup again.
- On the Select Installation Location page, accept the default location or enter a different file installation location, and then click Next.
- If you are installing Microsoft Dynamics CRM Server 2011, 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 predefined group of server roles or one or more individual server roles. Notice that all server roles must be deployed on the network in the same Active Directory domain for Microsoft Dynamics CRM to operate correctly. For more information, see "Planning Deployment" in the Microsoft Dynamics CRM 2011 Planning Guide. Click Next.
When you select a server role other than 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.
- 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 to use with the deployment box, type or select the instance of SQL Server that will be used to store the Microsoft Dynamics CRM database (MSCRM_CONFIG).
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. Only one deployment is supported for each instance of SQL Server.
When you select Connect to, and if necessary, upgrade 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.
- 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.
- On the Specify Service Accounts page, select the security accounts for the Microsoft Dynamics CRM services, and then click Next.
The services are described below. For more information, see Minimum permissions required for Microsoft Dynamics CRM Setup, service and components.
- Application Service. This service runs the Microsoft Dynamics CRM Web application that is used to connect users to CRM data.
- Deployment Web Service. Manages the deployment by using the methods described in the Microsoft Dynamics CRM 2011 Deployment Software Development Kit, such as create an organization or remove a Deployment Administrator role from a user.
- Sandbox Processing Service. Enables an isolated environment to allow for the execution of custom code, such as plug-ins. This isolated environment reduces the possibility of custom code affecting the operation of the organizations in the Microsoft Dynamics CRM deployment.
- Asynchronous Processing Service. Processes queued asynchronous events, such as bulk e-mail or data import.
- 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. Additionally, the user account that is used to run a Microsoft Dynamics CRM service cannot be a Microsoft Dynamics CRM user. This domain account must be a member of the Domain Users group. Additionally, if the Asynchronous Service and Sandbox Processing Service roles are installed, such as in a Full Server or a Back End Server installation, the domain account must a member of the Performance Log Users security group.
- 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 2011 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.
- On the Select a Web Site page, click Create a new Web site or click Select a Web Site and select a Web site from the list. By default, Setup will use the default Web site.
We strongly recommend that you verify the status of the existing Web site before you specify Setup to use an existing Web site.
We strongly recommend that the Web site you select is configured for SSL. For more information, see the IIS documentation. During the installation, Setup can bind the Microsoft Dynamics CRM application to the HTTPS Web site.
If you select a network port other than a default port ensure that the firewall does not block the port.
When you select the Create a new Web site option, Setup creates a new Web site for Microsoft Dynamics CRM Server 2011. You can specify 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 2011. The default port number is 5555.
- Click Next.
- 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 route Microsoft Dynamics CRM e-mail messages. If you will not install the E-mail Router you can leave this box blank. However, if you install the E-mail Router later you must add the computer where the E-mail Router service is running when you use Local System, or if you use a domain user account, the account, to the PrivUserGroup security group. Click Next.
- On the Specify the Organization Name page, specify the following information.
- In the Display Name box, type the name of your organization.
- In the Name box, you can keep the name that is automatically generated or you can type a unique name that must be limited to 30 characters. Spaces and extended characters are not allowed.
- Under ISO currency code, click Browse, select the ISO currency code that you will use as the base currency for the organization in the list, and then click OK.
You can change the currency's symbol, name, or precision.
- In the Base Language list, select the base language for the organization.
In Microsoft Dynamics CRM 2011, only the base language of the first organization is tied to the language of the server installation. All other organizations can have different base languages, butyou must first install Language Packs for the other language. For instructions about how to install Language Packs, see Language Pack Installation Instructions.
- In the SQL collation
The default SQL collation changes based on the base language selection.
For more information, see SQL Server Collation Fundamentals.
- Click Next.
After Setup is complete, you cannot change the database collation, base ISO currency code, or the organization unique name. However, you can change the base currency name and base currency symbol.
- 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.
- 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.
For more information, see Microsoft Customer Experience Improvement Program.
- On the Select Microsoft Update OptIn page, you must select either of the following options. For information about the legal terms and privacy with Microsoft Update licensing see Windows Update FAQ.
- Use Microsoft Update when I check for updates (recommended). By selecting this option, Microsoft Dynamics CRM Server will use the Microsoft Update settings on the computer.
- I don’t want to use Microsoft update. You should only select this option if the computer uses another method to install updates such as by using Microsoft Windows Server Update Services (WSUS).
- The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next.
- The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup.
- Review the Ready to Install Microsoft Dynamics CRM page, and then click Back to correct any warnings. When you are ready to continue, click Install.
When Setup completes successfully, the Microsoft Dynamics CRM Server setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics CRM is installed, Setup provides an option to invoke Microsoft Dynamics CRM Reporting Extensions Setup.
- To install Microsoft Dynamics CRM Reporting Extensions on the computer now, select the Launch Microsoft Dynamics CRM Reporting Extensions Setup check box. Click Finish.
- After you install Microsoft Dynamics CRM Server 2011, you must install the Microsoft Dynamics CRM Reporting Extensions to create, run, and schedule reports in Microsoft Dynamics CRM. For instructions, see the Install Microsoft Dynamics CRM Reporting Extensions section.
- You cannot install the Microsoft Dynamics CRM Reporting Extensions before you install or upgrade Microsoft Dynamics CRM Server 2011.
- By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server 2011 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 Internet Services (IIS) Manager, click the Web site, double-click Compression, and then clear the compression check boxes.
- For an IFD deployment, after Microsoft Dynamics CRM Server Setup completes, you must configure Claims-based authentication and the relying parties on the STS server. Then, run the IFD Configuration Wizard to complete the configuration. For information about this configuration see the Post installation tasks topics in this guide.