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Microsoft Dynamics CRM Server 2011 software requirements

This section lists the software and application requirements for Microsoft Dynamics CRM Server 2011.

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Windows Server operating system

Microsoft Dynamics CRM Server 2011 can be installed only on Windows Server 2008 or Windows Server 2012 64-bit-based computers. The specific versions and editions of Windows Server that are supported for installing and running Microsoft Dynamics CRM Server 2011 are listed in the following sections.

ImportantImportant
The Windows Server 2003 family of operating systems are not supported for installing and running Microsoft Dynamics CRM Server 2011.

Supported Windows Server 2012 editions

The following editions of the Windows Server 2012 operating system are supported for installing and running Microsoft Dynamics CRM Server 2011:

  • Windows Server 2012 Datacenter

  • Windows Server 2012 Standard

ImportantImportant
To install Microsoft Dynamics CRM Server 2011 on Windows Server 2012 you must:

  1. Install Microsoft Dynamics CRM Server 2011 that includes Microsoft Dynamics CRM 2011 Update Rollup 6. Download Microsoft Dynamics CRM 2011 with update rollup 6.

  2. During Microsoft Dynamics CRM Server Setup, click Get updates for Microsoft Dynamics CRM.

    • For Get updates for Microsoft Dynamics CRM functionality to work you must:

      • Have Microsoft Update enabled for “other Microsoft products” on the Windows Server 2012 computer where Microsoft Dynamics CRM Server Setup is running.

      • Have an Internet connection.

      If you must apply the Setup update on a computer that does not have Microsoft Update enabled for other Microsoft products or an Internet connection, see How to obtain the setup updates for Microsoft Dynamics CRM 2011.

  3. After Microsoft Dynamics CRM Server Setup is finished, apply Microsoft Dynamics CRM 2011 Update Rollup 13 or a later update rollup. To find the latest update rollup, see Microsoft Dynamics CRM 2011 updates and hotfixes.

For instructions on how to upgrade an existing computer that is running a Microsoft Dynamics CRM 2011 application to Windows Server 2012, see How to upgrade a Microsoft Dynamics CRM Server application to Windows Server 2012.

Supported Windows Server 2008 editions

The following editions of the Windows Server 2008 operating system are supported for installing and running Microsoft Dynamics CRM Server 2011:

  • Windows Server 2008 Standard SP2 (x64 versions) or Windows Server 2008 Standard R2

  • Windows Server 2008 Enterprise SP2 (x64 versions) or Windows Server 2008 Enterprise R2

  • Windows Server 2008 Datacenter SP2 (x64 versions) or Windows Server 2008 Datacenter R2

  • Windows Web Server 2008 SP2 (x64 versions) or Windows Web Server 2008 R2

  • Windows Small Business Server 2008 Premium x64

  • Windows Small Business Server 2008 Standard x64

  • Windows Small Business Server 2011 Standard

  • Windows Small Business Server 2011 Essentials

ImportantImportant
  • Windows Server 2008 installed by using the Server Core installation option is not supported for installing and running Microsoft Dynamics CRM Server 2011.

  • Virtualization technology such as Hyper-V is only required if you want to install and run Microsoft Dynamics CRM in a virtual environment.

  • Windows Server 2008 for Itanium-based systems is not supported for installing and running Microsoft Dynamics CRM 2011.

  • The Windows Small Business Server 2008 Standard edition does not include Microsoft SQL Server. You must have a supported version of Microsoft SQL Server available to install Microsoft Dynamics CRM on Windows Small Business Server 2008 Standard edition.

Server virtualization

Microsoft Dynamics CRM servers can be deployed in a virtualized environment by using Windows Server 2008 with Hyper-V or virtualization solutions from vendors who participate in the Microsoft Windows Server Virtualization Validation Program (SVVP). You must understand the limitations and best practices of server virtualization before you try to virtualize your installation of Microsoft Dynamics CRM. For information about Hyper-V, see the Microsoft Virtualization website.

Active Directory modes

The computer on which Microsoft Dynamics CRM 2011 is running must be a domain member in a domain that is running in one of the following Active Directory directory service domain modes:

  • Windows 2000 Mixed

  • Windows 2000 Native

  • Windows Server 2003 Interim

  • Windows Server 2003 Native

  • Windows Server 2008 Interim

  • Windows Server 2008 Native

  • Windows Server 2012

ImportantImportant
  • The computer on which Microsoft Dynamics CRM is running cannot function as an Active Directory domain controller, unless it is running a supported version of Windows Small Business Server.

  • When you install Microsoft Dynamics CRM in a Windows 2000 Mixed-mode domain, you cannot add users to Microsoft Dynamics CRM that are located in a different domain.

  • When you use the Add Users Wizard, only users from trusted domains in the current forest will be displayed. Users from trusted external forests are not supported and do not appear in the wizard.

  • Installing Microsoft Dynamics CRM Server 2011 in an LDAP directory that is running in Active Directory Application Mode (ADAM) is not supported.

All Active Directory forest modes are supported. For more information about Active Directory domain and forest modes, see the Active Directory Domains and Trusts Microsoft Management Console (MMC) snap-in Help.

Internet Information Services (IIS)

We recommend that you install and run IIS 7.0 or IIS 7.5 in Native Mode before you install Microsoft Dynamics CRM Server 2011. However, if IIS is not installed and it is required for a Microsoft Dynamics CRM server role, Microsoft Dynamics CRM Server Setup will install it.

ImportantImportant
Microsoft Dynamics CRM cannot use a website that has more than one http or https binding. Although IIS supports multiple http and https bindings, there is a limitation in using additional bindings with Windows Communication Foundation (WCF). WCF is required when you use Microsoft Dynamics CRM for Outlook. Before you install or upgrade, you must remove the additional bindings from the website used for Microsoft Dynamics CRM or select a different website.

SQL Server editions

Any one of the following Microsoft SQL Server editions is required and must be installed on Windows Server 2008 (x64 SP2 or R2) versions or Windows Server 2012 64-bit-based computers, running, and available for Microsoft Dynamics CRM:

  • Microsoft SQL Server 2008, Standard Edition, x64 SP1 or R2

  • Microsoft SQL Server 2008, Enterprise Edition, x64 SP1 or R2

  • Microsoft SQL Server 2008 Datacenter x64 SP1 or R2

  • Microsoft SQL Server 2008 Developer x64 SP1 or R2 (for non-production environments only)

  • *Microsoft SQL Server 2012, Enterprise, 64-bit

  • *Microsoft SQL Server 2012, Business Intelligence, 64-bit

  • *Microsoft SQL Server 2012, Standard, 64-bit

ImportantImportant
  • 32-bit versions of SQL Server database engine or Reporting Services are not supported with Microsoft Dynamics CRM Server 2011.

  • Microsoft SQL Server 2008 Workgroup, Web, Compact, or Microsoft SQL Server 2008 Express Edition editions are not supported for running Microsoft Dynamics CRM Server 2011.

  • Microsoft SQL Server 2000 and Microsoft SQL Server 2005 editions and are not supported for this version of Microsoft Dynamics CRM.

  • Running 64-bit Microsoft SQL Server 2008 versions for Itanium (IA-64) systems in conjunction with Microsoft Dynamics CRM will receive commercially reasonable support. Commercially reasonable support is defined as all reasonable support efforts by Microsoft Support that do not require Microsoft Dynamics CRM code fixes. Microsoft Dynamics CRM Server 2011 supports a named instance of Microsoft SQL Server for configuration and organization databases.

  • *Microsoft Dynamics CRM Update Rollup 6 or later update rollup is required to use Microsoft SQL Server 2012.

  • *At the time of this writing, there are known issues and limitations when you use Microsoft SQL Server 2012 with Microsoft Dynamics CRM 2011 on premises versions. For more information, see Support for Microsoft Dynamics CRM with Microsoft SQL Server 2012.

Accessing Microsoft Dynamics CRM from the Internet - Claims-based authentication and IFD requirements

The following items are required or recommended for Internet-facing deployment (IFD). This topic assumes you will be using Active Directory Federation Services (AD FS) as the security token service (STS). For more information about configuring Microsoft Dynamics CRM for claims-based authentication, download the Claims-based Authentication White Paper from the Microsoft Download Center.

ImportantImportant
Exposing the Microsoft Dynamics CRM website to the Internet is not supported unless claims-based authentication is used and Microsoft Dynamics CRM is configured for IFD.

Similarly, Outlook Anywhere (RPC over HTTP) is not supported as a solution to connect Microsoft Dynamics CRM for Outlook to an on-premises deployment of Microsoft Dynamics CRM 2011 over the Internet. The on-premises deployment of Microsoft Dynamics CRM 2011 must be configured for IFD as described in the topic Configure a Microsoft Dynamics CRM Internet-facing deployment.

  • The computer where Microsoft Dynamics CRM Server 2011 is installed must have access to a security token service (STS) service, such as Active Directory Federation Services (AD FS) federation server.

  • Note the following conditions for the Web components before you configure IFD:

    • If you are installing Microsoft Dynamics CRM in a single server configuration, be aware that Active Directory Federation Services (AD FS) installs on the Default Web Site. Therefore, you must create a new website for Microsoft Dynamics CRM.

    • When you run the Internet-Facing Deployment Configuration Wizard, Microsoft Dynamics CRM Server 2011 must be running on a website that is configured to use Secure Sockets Layer (SSL). Microsoft Dynamics CRM Server Setup will not configure the website for SSL.

    • We recommend that the website where the Microsoft Dynamics CRM Server 2011 web application will be installed has the “Require SSL” setting enabled in IIS.

    • The website should have a single binding. Multiple IIS bindings, such as a website with an HTTPS and an HTTP binding or two HTTPS or two HTTP bindings, are not supported for running Microsoft Dynamics CRM.

    • Access to the Active Directory Federation Services (AD FS) federation metadata file from the computer where the Configure Claims-Based Authentication Wizard is run. Note the following:

      • The federation metadata endpoint must use the Web services trust model (WS-Trust) 1.3 standard. Endpoints that use a previous standard, such as the WS-Trust 2005 standard, are not supported. In Active Directory Federation Services 2.0, all WS-Trust 1.3 endpoints contain /trust/13/ in the URL path.

    • Encryption certificates. The following encryption certificates are required. You can use the same encryption certificate for both purposes, such as when you use a wildcard certificate:

      ImportantImportant
      If you use a certificate that is created by using a custom certificate request, the template that was used must be the Legacy key template. Custom certificate requests created by using the CNG key template are incompatible with Microsoft Dynamics CRM. For more information about custom certificate request templates, see Create a Custom Certificate Request.

      • Claims encryption. claims-based authentication requires identities to provide an encryption certificate for authentication. This certificate should be trusted by the computer where you are installing Microsoft Dynamics CRM Server 2011 so it must be located in the local Personal store where the Configure Claims-Based Authentication Wizard is running.

      • SSL (HTTPS) encryption. The certificates for SSL encryption should be valid for host names similar to org.contoso.com, auth.contoso.com, and dev.contoso.com. To satisfy this requirement you can use a single wildcard certificate (*.contoso.com), a certificate that supports Subject Alternative Names, or individual certificates for each name. Individual certificates for each host name are only valid if you use different servers for each Web server role. Multiple IIS bindings, such as a website with two HTTPS or two HTTP bindings, is not supported for running Microsoft Dynamics CRM. For more information about the options that are available to you, contact your certification authority service company or your certification authority administrator.

  • The CRMAppPool account of each Microsoft Dynamics CRM website must have read permission to the private key of the encryption certificate specified when configuring claims-based authentication. You can use the Certificates snap-in to edit permissions for the encryption certificate found in the Personal store of the local computer account.

SQL Server Reporting Services

Specific Microsoft SQL Server Reporting Services editions are used for reporting functionality.

Any one of the following Microsoft SQL Server editions is required and must be installed on Windows Server 2008 (x64 SP2 or R2) versions or Windows Server 2012 64-bit-based computers, running, and available for Microsoft Dynamics CRM:

  • Microsoft SQL Server 2008, Standard Edition, x64 SP1 or R2

  • Microsoft SQL Server 2008, Enterprise Edition, x64 SP1 or R2

  • Microsoft SQL Server 2008 Datacenter x64 SP1 or R2

  • Microsoft SQL Server 2008 Developer x64 SP1 or R2 (for non-production environments only)

  • *Microsoft SQL Server 2012, Enterprise, 64-bit

  • *Microsoft SQL Server 2012, Business Intelligence, 64-bit

  • *Microsoft SQL Server 2012, Standard, 64-bit

ImportantImportant
  • 32-bit versions of SQL Server database engine or Reporting Services are not supported with Microsoft Dynamics CRM Server 2011.

  • Microsoft SQL Server 2008 Workgroup, Web, Compact, or Microsoft SQL Server 2008 Express Edition editions are not supported for running Microsoft Dynamics CRM Server 2011.

  • Running 64-bit Microsoft SQL Server 2008 versions for Itanium (IA-64) systems in conjunction with Microsoft Dynamics CRM will receive commercially reasonable support. Commercially reasonable support is defined as all reasonable support efforts by Microsoft Support that do not require Microsoft Dynamics CRM code fixes.

  • Microsoft SQL Server 2008 Workgroup is not supported for running the Microsoft Dynamics CRM Reporting Extensions. This is because Microsoft SQL Server 2008 Workgroup does not support custom data extensions. Therefore, features such as creating, running, or scheduling Fetch-based or SQL-based reports will not work.

  • *Microsoft Dynamics CRM 2011 Update Rollup 6 or a later update rollup is required to use Microsoft SQL Server 2012.

  • *At the time of this writing, there are known issues and limitations when you use Microsoft SQL Server 2012 with Microsoft Dynamics CRM 2011 on premises versions. For more information, see Support for Microsoft Dynamics CRM with Microsoft SQL Server 2012.

Software component prerequisites

The following SQL Server components must be installed and running on the computer that is running SQL Server before you install Microsoft Dynamics CRM Server 2011:

  • SQL word breakers

    This is only required for some Microsoft Dynamics CRM language editions. For more information about word breaker versions for languages supported by SQL Server see Word Breakers and Stemmers.

  • SQL Server Agent service

  • SQL Server full-text indexing

The following components must be installed and running on the computer where Microsoft Dynamics CRM Server 2011 will be installed:

  • Services

    • Indexing Service

      To install this service, see the Windows Server documentation.

    • IIS Admin

    • World Wide Web Publishing

  • Windows Data Access Components (MDAC) 6.0 (This is the default version of MDAC with Windows Server 2008.)

  • Microsoft ASP.NET (Must be registered, but does not have to be running.)

Verify prerequisites

Before you install Microsoft Dynamics CRM Server 2011, you should understand the following:

  • Microsoft SQL Server can be, but is not required to be, installed on the same computer as Microsoft Dynamics CRM Server 2011.

  • If Microsoft Dynamics CRM Server 2011 and Microsoft SQL Server are installed on different computers, both computers must be in the same Active Directory directory service domain.

  • Microsoft SQL Server can be installed by using either Windows Authentication or mixed-mode authentication. (Windows Authentication is recommended for increased security and Microsoft Dynamics CRM will use only Windows Authentication).

  • The service account that SQL Server uses to log on to the network must be either a domain user account (recommended) or the Local System Account. Installation of Microsoft Dynamics CRM will fail if the SQL Server service account is the local administrator.

  • The SQL Server service must be started and can be configured to automatically start when the computer is started.

  • The Microsoft SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.

  • The SQL Server Agent service must be started. This service can be configured to automatically start when the computer is started.

  • Although it is optional, we recommend that you accept the SQL Server default settings for Collation Designator, Sort Order, and SQL Collation. Microsoft Dynamics CRM supports both case-sensitive and case-insensitive sort orders.

  • Microsoft Dynamics CRM Server Setup requires at least one network protocol to be enabled to authenticate by using SQL Server. By default, TCP/IP protocol is enabled when you install SQL Server. You can view network protocols in SQL Server Configuration Manager.

See Also

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