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Install Microsoft Dynamics CRM for Outlook using a Command Prompt

This section applies only to on-premises versions of Microsoft Dynamics CRM 2011. Installing Microsoft Dynamics CRM for Outlook is a two-step procedure. First, you must run Setup to install the files on the computer. Next, you run the Microsoft Dynamics CRM Configuration Wizard to configure the application and complete the installation.

ImportantImportant
If there is a conflict between a value in the configuration file and a value in the command-line parameters, the command-line parameter takes precedence.

In This Topic

Step 1: Install files

The following command displays the available options to run Microsoft Dynamics CRM for Outlook Setup at the command prompt:

Setupclient.exe [/A] [/Q] [/X] [/L or /LV "[drive:][[path] logfilename.log]"] [/targetdir "[drive:][path]"] [/installofflinecapability] [/disableofflinecapability] [/ignoreofflinequeue]

Command examples for Microsoft Dynamics CRM for Outlook installation

For users who travel or who are not always connected to the Microsoft Dynamics CRM Server 2011, Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access provides access to their customer data. To install Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access in quiet mode:

Setupclient /Q /l c:\clientinstalllog.txt /installofflinecapability 
/targetdir "c:\Program Files\Microsoft Dynamics CRM Client"

To uninstall Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access in quiet mode:

SetupClient /x /q

Parameters for Microsoft Dynamics CRM for Outlook installation

None
Used without parameters, Setupclient.exe will run with all display screens.

installofflinecapability
Determines whether offline capability will be installed. When you include this parameter, offline capability and components will be installed. If you do not specify this parameter, the online-only client will be installed.

/targetdir <"drive:\path">
Specifies the folder in which Microsoft Dynamics CRM for Outlook files will be installed.

/A
Creates an administrative installation of Microsoft Dynamics CRM for Outlook by creating a Windows Installer package. This package lets users run Setup from a network share or lets nonadministrative users run Setup that is driven from a group policy. This parameter must be used with the /targetdir parameter described earlier. When using this parameter, the /targetdir value does not have to be located on the local computer. A mapped drive or network share, such as \\share\mscrm_client_admin, can be used.

ImportantImportant
If you do not specify a target folder by using the /targetdir parameter, Setup installs the administrative installation to the default folder <drive:>Program Files\Microsoft Dynamics CRM.

For example, the command:

Setupclient /Q /A /targetdir "\\share\mscrm_client_admin"
/Q
Quiet mode installation. This parameter requires a configuration file in XML format. The /i parameter contains the name of the XML configuration file. No dialog boxes or error messages will appear on the display screen. To capture error message information, include the log file parameter (/L or /LV).

/L [drive:][[path] logfilename.log]
Creates a log file of installation activity. You must specify the file name of the log file and where to put it, but the path cannot be a relative path, such as %appdata%\CRMLogs.

/LV [drive:][[path] logfilename.log]
Creates a verbose log file of installation activity. You must specify the file name of the log file and where to put it, but the path cannot be a relative path, such as %appdata%\CRMLogs.

disableofflinecapability
When you specify this parameter, Microsoft Dynamics CRM for Outlook is configured to hide the go offline button in the application. This button lets users easily switch to Microsoft Dynamics CRM for Outlook with offline capability.

ignoreofflinequeue
When you specify this parameter, Setup will not attempt to synchronize items that may remain in the offline queue during upgrade.

/X
Uninstalls Microsoft Dynamics CRM for Outlook. This is a maintenance mode option that is only available when the application is already installed.

Sample Microsoft Dynamics CRM for Outlook XML configuration file for installation

The following configuration-file example installs Microsoft Dynamics CRM for Outlook without offline access capability into the Program Files folder.

noteNote
You can use the same file that includes both the installation and configuration elements. Setup and the Configuration Wizard will ignore the elements that are not relevant to the operation.

<Deployments>
   <TargetDir>c:\program files\Microsoft Dynamics CRM\Client</TargetDir>
   <InstallOfflineCapability>false</InstallOfflineCapability>
</Deployments>

Step 2: Configure Microsoft Dynamics CRM for Outlook by using an XML configuration file

After you install Microsoft Dynamics CRM for Outlook, you must configure it. You can do this by running the client Configuration Wizard at the command prompt. The client Configuration Wizard file is named Microsoft.Crm.Application.Outlook.ConfigWizard.exe and is located in the Client\ConfigWizard folder where Microsoft Dynamics CRM for Outlook is installed. By default, the folder is C:\Program Files\Microsoft Dynamics CRM.

noteNote
The credentials of the user who will run Microsoft Dynamics CRM for Outlook are used to authenticate to Microsoft Dynamics CRM. Therefore, to perform a silent configuration of Microsoft Dynamics CRM for Outlook, you must run the Configuration Wizard under the user's context, such as by running a user-invoked batch file or as a one-time entry in a login script. For more information, see User credentials are required when you run the Configuration Wizard. For information about how to configure Microsoft Dynamics CRM for Outlook by using System Center Configuration Manager, see Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007 in this guide. To deploy Microsoft Dynamics CRM for Outlook by using Microsoft Group Policy, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy in the Planning Guide.

If a path to the configuration file is not specified, the Configuration Wizard looks for the default configuration file (default_client_config.xml) in the non-roaming profile folder (%localappdata%\Microsoft\MSCRM\). If the file is not located in the non-roaming profile folder, the Configuration Wizard looks for the folder where Microsoft Dynamics CRM for Outlook is installed. By default, Microsoft Dynamics CRM for Outlook is installed in the C:\Program Files\Microsoft Dynamics CRM folder.

If the configuration file is located in the roaming location used by other applications (AppData\Roaming\Microsoft\MSCRM\), it will not be honored.

Command examples for Microsoft Dynamics CRM for Outlook configuration

The following command configures Microsoft Dynamics CRM for Outlook with Offline Access by using a file named config_client.xml in quiet mode, and outputs a log file named clientinstall.log:

Microsoft.Crm.Application.Outlook.ConfigWizard.exe /Q /i c:\config_client.xml /xa /l c:\clientinstall.log

The /Q quiet mode configuration parameter requires a configuration file in XML format. No dialog boxes or error messages will appear on the display screen. To capture error message information, include the log file parameter (/L) or verbose logging (/LV).

ImportantImportant
Valid user credentials stored in the Windows Vault are required to run the Configuration Wizard in quiet mode. For information, see User credentials are required when you run the Configuration Wizard.

The /i [drive:] [[path] configfilename.xml]] command-line parameter provides Microsoft Dynamics CRM for Outlook Setup with required information. It is the same information that each installation screen requires. The XML elements must be in English (US); special or extended characters cannot be used. An XML configuration file that has localized XML elements will not work correctly. An explanation of each XML element and a sample XML file follows:

The /xa parameter when used with the /q parameter removes all organizations that are configured for Microsoft Dynamics CRM for Outlook.

The /R parameter may be used to suppress the Configuration Wizard user interface and only display the progress dialog box. This parameter requires a valid XML Setup file that is named Default_Client_Config.xml and must be located in either the local user AppData or Client installation folder.

Microsoft Dynamics CRM for Outlook XML configuration file elements

<Deployments> </Deployments>
The configuration file must be a valid XML file that uses <Deployment> as the root element.

<InstallOfflineCapability>true/false</InstallOfflineCapability>
Specifies the type of Microsoft Dynamics CRM for Outlook installation. Specifying true, will install Microsoft Dynamics CRM for Outlook with Offline Access capability.

<TargetDir>drive:\path</TargetDirectory>
Specifies the folder in which Microsoft Dynamics CRM for Outlook files will be installed.

<Deployment> </Deployment>
Parent element for all of the following elements.

<DiscoveryUrl>https://website:portnumber</DiscoveryUrl>
Specifies the URL for the Microsoft Dynamics CRM Discovery Web Service.

For an on-premises deployment of Microsoft Dynamics CRM 2011, the supported binding can be HTTPS or HTTP. If the Discovery Web Service is using a port other than the default ports 80 (HTTP) or 443 (HTTPS), you must specify the port number. If this is a Full Server deployment of Microsoft Dynamics CRM Server 2011, the Discovery Web Service URL is the same as the URL for the web application, such as http://crmserver .

For Microsoft Dynamics CRM Online, use the full organization URL, such as https://orgname.crm.dynamics.com, or depending on your online environment and location, use the discovery service URL, in the form https://disco.crm.dynamics.com. For a list of URLs, see Discovery Service.

<Organizations> </Organizations>
This is the parent element for the following <Organization> element.

<Organization FriendlyName="My Friendly Organization Name" IsPrimary="true"/"false">OrganizationName</Organization>
Specifies the name of the organization that the client will connect to.

FriendlyName. Specifies a different display name other than the organization name in Outlook.

IsPrimary. Specifies the organization that will be configured as the synchronizing organization in Microsoft Dynamics CRM for Outlook.

noteNote
OrganizationName is case-sensitive.

User credentials are required when you run the Configuration Wizard

The Configuration Wizard requires user credentials. During a silent configuration, by using /Q with Microsoft.Crm.Application.Outlook.ConfigWizard.exe, the Configuration Wizard will look for the user’s credentials in the Windows Vault. If the Configuration Wizard cannot find the credentials, or the credentials are not in the required format, the configuration will not finish and an error will be recorded to the configuration log file. Notice that the Configuration Wizard does not support adding the user UPN or password in the XML configuration file. For information about how to add user credentials from a command script to the Windows Vault, see Silent configuration of CRM for Outlook client in CRM 2011 claims enabled environment. For more information about the Windows Vault and Credential Manager, see What is Credential Manager?

Sample Microsoft Dynamics CRM for Outlook XML configuration file for configuration

The following configuration file example configures Microsoft Dynamics CRM for Outlook to connect to a primary organization named Contoso and another organization named AdventureWorksCycle on the Microsoft Dynamics CRM Server 2011 that is named crmserver.

noteNote
You can use the same file that includes both the installation and configuration elements. Setup and the Configuration Wizard will ignore the elements that are not relevant to the operation.

<Deployments>
         <Deployment>
               <DiscoveryUrl>http://crmserver</DiscoveryUrl>
              <Organizations>
                   <Organization IsPrimary='true'>Constoso</Organization>
                   <Organization>AdventureWorksCycle</Organization>
             </Organizations>
       </Deployment>
</Deployments>
noteNote
The example above specifies two different organizations that the user has access. The value in the Organization elements cannot contain special characters or spaces. You can find the organization name in the Name column in the Organizations area of Deployment Manager.

To configure Microsoft Dynamics CRM for Outlook using a script

  1. Write a script that automatically updates the configuration settings for users of Microsoft Dynamics CRM for Outlook. You could use lines such as the following to perform the basic configuration actions, based on a new configuration file that is stored on the computer indicated as <servername>.

    In the following script, the default client configuration file is overwritten, previously configured organizations are removed, user credentials are added to the Windows Vault, and the new organization is installed:

    copy /y \\<servername>\share\Default_Client_Config.xml "c:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"
    "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /xa
    cmdkey /generic:Microsoft_CRM_https://contoso.crm.dynamics.com/ /user:user@contoso.com /password
    "C:\Program Files\Microsoft Dynamics CRM\Client\ConfigWizard\Microsoft.Crm.Application.Outlook.ConfigWizard.exe" /q /i "C:\Program Files\Microsoft Dynamics CRM\Default_Client_Config.xml"
    
    
    TipTip
    Consider running your script as a logon script, or forcing the script to run at a specific time, such as by using Microsoft System Center Configuration Manager 2007.

    In the script, you might also want to include detection logic that determines whether the client computer has already been configured. If it has, you can have the script exit without taking action.

    Example Default_Client_Config.xml file

    <Deployment>
    <DiscoveryUrl>http://CrmDiscoveryUrl</DiscoveryUrl>
    <Organizations>
    <Organization IsPrimary='true'>Organization1</Organization>
    </Organizations>
    </Deployment>
    
    
  2. Run the script on each client computer in the organization whose server has changed. You can run the script in various ways, including through the Profile tab of the user properties dialog box in Active Directory Users and Computers (ADUC), or through Group Policy Objects (GPO).

See Also

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