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Install or upgrade Microsoft Dynamics CRM Server

Applies To: CRM 2015 on-prem

This section explains how to install Microsoft Dynamics CRM Server. In addition, there is installation troubleshooting information and procedures to uninstall Microsoft Dynamics CRM Server.

ImportantImportant
For up-to-date information, see the Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online Readme.

This section describes what is installed during Microsoft Dynamics CRM Server Setup.

When you install Microsoft Dynamics CRM Server, by default Setup creates a folder structure under SystemDrive:\Program Files\Microsoft Dynamics CRM\. Additional components include the following.

All of the following web components are added during a Full Server role installation. During an individual role installation, fewer or none of these components are installed on the server.

 

Component Name Description

Application Pool

CRMAppPool

Microsoft Dynamics CRM Server Setup creates a separate application pool for the Microsoft Dynamics CRM application.

Application Pool

CRMDeploymentServiceAppPool

Microsoft Dynamics CRM Server Setup creates a separate application pool for the Deployment Web Service.

Site

Microsoft Dynamics CRM

Website for Microsoft Dynamics CRM.

Applications

XRMDeployment

Facilitates the implementation of XRM deployments.

Applications

Help

Services the Microsoft Dynamics CRM Help system for the application.

Microsoft Dynamics CRM Server Setup uses active directory groups to manage permissions as described in the following table.

 

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 Reporting Extensions Setup.

PrivUserGroup

Privileged Microsoft Dynamics CRM user group for special administrative functions, including CRMAppPool identity (domain user or Network Service). The users who configure Microsoft Dynamics CRM Server must be added to this group.

SQLAccessGroup

All server processes/service accounts that require access to SQL Server, including CRMAppPool identity (domain user or Network Service). Members of this group have db_owner permission on the Microsoft Dynamics CRM databases.

ReportingGroup

All Microsoft Dynamics CRM users are included in this group. This group is updated automatically as users are added and removed from Microsoft Dynamics CRM. By default, all Microsoft Dynamics CRM Reporting Services reports grant Browse permission to this group.

All of the following services are added during a Full Server role installation. During an individual role installation, fewer or none of these services are installed on the server.

 

Service Description

Microsoft Dynamics CRM Asynchronous Processing Service

Services asynchronous processes such as bulk email and workflow.

Microsoft Dynamics CRM Asynchronous Processing Service (maintenance)

Services asynchronous maintenance such as encryption key generation for authentication and database deletion clean up.

Microsoft Dynamics CRM Unzip Service

Handles the uncompressing of zipped files for data import. This service is installed as part of the Web Application Server role.

Microsoft Dynamics CRM Sandbox Processing Service

The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins.

Microsoft Dynamics CRM Monitoring Service

Monitors all Microsoft Dynamics CRM Server roles that are installed on the local computer. With this release of Microsoft Dynamics CRM, the service is used to detect expired digital certificates that may affect Microsoft Dynamics CRM services that are running in the deployment. The Monitoring Service does not perform any other monitoring tasks and does not transmit information outside the computer where the service is running. The Monitoring Service is installed with the installation of any Microsoft Dynamics CRM Server role and records events under the MSCRMMonitoringServerRole source in the Event log.

Microsoft Dynamics CRM VSS Writer

Provides an interface to back up and restore Microsoft Dynamics CRM data by using the Windows Server Volume Shadow Copy Service (VSS) infrastructure.

The following SQL Server components are added.

 

Component Name Description

Databases

MSCRM_CONFIG

OrganizationName_MSCRM

Microsoft SQL Server Setup creates the SystemDrive:\Program Files\Microsoft SQL Server\MSSQL<ver>\MSSQL\Data\ folder and Microsoft Dynamics CRM Server Setup installs the Microsoft Dynamics CRM configuration database and organization databases in it.

SQL Server Jobs

MSCRM_CONFIG.SiteWideCleanup

Microsoft Dynamics CRM Server Setup creates one SQL Server job that is used for maintenance.

Logins

PrivReportingGroup

ReportingGroup

SQLAccessGroup

MSCRMSqlLogin

Microsoft Dynamics CRM Server Setup creates SQL Server logins for the PrivReportingGroup, ReportingGroup, and SQLAccessGroup Active Directory groups that are created.

MSCRMSqlLogin is used for time zone conversions when you use dashboards and charts, and do queries using Advanced Find. When Microsoft SQL Server is enabled to use common language runtime (CLR), this can significantly improve performance for those features.

noteNote
By default, CLR is not enabled in Microsoft SQL Server. For more information about how to enable CLR, see Enabling CLR Integration.

If not already installed, the following software is installed for a Full Server during Microsoft Dynamics CRM Server Setup:

noteNote
The installation of some of these items such as Microsoft .NET Framework and SQL System Clr Types may require you to restart your computer before you can continue to run Microsoft Dynamics CRM Setup.

  • Microsoft SQL Reporting Service Report Viewer Control

  • Microsoft SQL Server Native Client

  • SQL System Clr Types

  • SQL Server Management Objects

  • Microsoft Application Error Reporting Tool

  • Microsoft Visual C++ Runtime Library

  • Windows Identity Foundation (WIF) Framework

  • Windows Server Web Server Role

  • Windows Search

  • Microsoft .NET Framework 4, which includes the following components:

    • Microsoft .NET Framework 4.5.2 (required by Microsoft Dynamics CRM Server)

    • Windows Workflow Foundation (required by Microsoft Dynamics CRM Server)

    • Windows Presentation Foundation

    • Windows Communication Foundation (WCF) (required by Microsoft Dynamics CRM Server)

  • Microsoft Chart Controls for Microsoft .NET Framework

  • Windows PowerShell

  • Microsoft URL Rewrite Module for IIS

  • File Server Resource Manager

The following topics describe step-by-step procedures to install Microsoft Dynamics CRM Server or upgrade from an earlier version.

In This Section

Microsoft Dynamics CRM Server installation

Upgrade Microsoft Dynamics CRM Server

Configure IFD for Microsoft Dynamics CRM

Troubleshooting installation and upgrade

Set configuration and organization databases for SQL Server 2012 AlwaysOn failover

See Also

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