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Install E-mail Router and Rule Deployment Wizard

You install the E-mail Router and the Rule Deployment Wizard by running the Microsoft Dynamics CRM E-mail Router Setup. To install the E-mail Router and the Rule Deployment Wizard, follow the instructions in this section.

Installing on Windows Server 2012

If you are installing Microsoft Dynamics CRM 2011 E-mail Router on Windows Server 2012 you must download the latest Setup update and apply Microsoft Dynamics CRM 2011 Update Rollup 13 after Setup is finished. For more information, see Microsoft Dynamics CRM 2011 E-mail Router software requirements.

Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

If you have a previous version of the E-mail Router installed, do not use the procedures in this section. Instead, see Upgrade the E-mail Router in this guide.

To set up the E-mail Router

  1. Installation Task 1: Install the E-mail Router and, optionally, the Rule Deployment Wizard. For more information, see "Install the E-mail Router" below.

  2. Installation Task 2: Configure the E-mail Router. For more information, see Configure the E-mail Router in the Microsoft Dynamics CRM 2011 Installing Guide.

  3. Installation Task 3: (Optional) Deploy Inbox Rules. For more information, see "Deploy Inbox Rules" in Configure the E-mail Router in the Microsoft Dynamics CRM 2011 Installing Guide.

If you did not specify an incoming email server during Microsoft Dynamics CRM Server Setup, you must manually add the service account running the E-mail Router service to the PrivUserGroup security group. The PrivUserGroup security group is created during Microsoft Dynamics CRM Server Setup. For steps about how to add members to this group, see Troubleshooting E-mail Router issues in the Microsoft Dynamics CRM 2011 Installing Guide.

Install the E-mail Router

To install E-mail Router on a server named EXBE01

  1. Meet the E-mail Router requirements specified in Microsoft Dynamics CRM E-mail Router hardware requirements and in Microsoft Dynamics CRM E-mail Router software requirements.

  2. Log on to EXBE01 as a Domain User with Local Administrator privileges.

  3. Obtain and run the appropriate installation files.

    • To install from a network or from a DVD: Open the appropriate installation folder (..\EmailRouter\amd64 for 64-bit or ..\EmailRouter\i386 for 32-bit) and then run the SetupEmailRouter.exe file.

    • To install from the Web, open the download page (Microsoft Dynamics CRM 2011) and then download and run the executable file.

      The download site may present you with a choice of executable files. If you are installing on a 64-bit computer, choose a file with a name such as DynamicsCRMEmail_1033_amd64.exe. For a 32-bit computer, the file name is similar to DynamicsCRMEmail_1033_i386.exe.

  4. If a Security Warning dialog box appears, click Run.

  5. On the Welcome to Microsoft Dynamics CRM 2011 E-mail Router setup page, select whether you want to update E-mail Router setup. We recommend that you click Get updates for Microsoft Dynamics CRM. Then, click Next.

  6. 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.

  7. If required components are missing, the Install Required Components page appears. If this page does not appear, all required components are installed, and you can skip to the next step in the installation procedure.

    If required components are listed, you can install them now. Click Install. After the components are installed, the status column changes from Not Installed to Installed. Click Next to continue.

    These components are required before the E-mail Router 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.

    Setup might require connection to the internet if the required component setup binary files are not found on your computer.

    Although installation of certain components requires a computer restart, the computer is not restarted automatically. Setup installs the required components and then waits for your input. At this point, quit the setup process, restart the computer, and continue the E-mail Router installation by running SetupEmailRouter.exe again.

  8. On the Select Router Components page, select either or both options, and then click Next.

  9. Microsoft Dynamics CRM E-mail Router Service. This option installs the E-mail Router service and E-mail Router Configuration Manager.

    • Rule Deployment Wizard . This option installs the Rule Deployment Wizard. Optionally, you can install this wizard on any computer in the Active Directory Domain of the Exchange Server.

    On the Select Router Components page, if you clear the option of a component that has already been installed, that component will be uninstalled.

  10. On the Select Install Location page, either accept the Default file installation directory or Browse to indicate a different location, and then click Next.

  11. The System Checks page appears. This page is a summary of all system requirements for a successful E-mail Router installation. Verification errors must be corrected before the installation can continue. If there is a problem that will take time to correct, cancel Setup at this point, fix the problem, and restart Setup. When no verification errors remain, click Next.

  12. The Ready to Install page appears. Review the installation selections that you have made. Click Back to change your selections, or Install to install now.

  13. After E-mail Router Setup is finished installing files, click Finish.

Minimum permissions required to run the E-mail Router and the Rule Deployment Wizard

  • For E-mail Router, the following conditions must be met:

    • The account that is running the E-mail Router must be LocalSystemAccount.

    • The computer where the E-mail Router service is running must be added to the PrivUserGroup group.

  • For the Rule Deployment Wizard, the following conditions must be met:

    • The user must have logged on as a Microsoft Dynamics CRM user with a security role.

    • The user must be a local administrator on the computer where the wizard is running.

    • The user must have administrative permissions on the Exchange Server.

See Also

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