Install Microsoft Dynamics CRM for Outlook by using Microsoft System Center Configuration Manager 2007

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Microsoft System Center Configuration Manager 2007 is a tool that administrators can use to distribute software to users’ computers. System Center Configuration Manager 2007 is one way to distribute Microsoft Dynamics CRM 2011 for Outlook to users in an organization.

In This Topic

Prerequisites

Use Microsoft System Center Configuration Manager 2007 to distribute Microsoft Dynamics CRM for Outlook

Part 1: Start the Distribute Software to Collection Wizard

Part 2: Continue the Distribute Software to Collection Wizard

Part 3: Complete the Distribute Software to Collection Wizard

Inspect the distribution package

Prerequisites

Prepare System Center Configuration Manager

You can perform the following procedures only if your organization has a working System Center Configuration Manager implementation. Also, software distribution for System Center Configuration Manager must be enabled for clients in your network. For more information, see Configuration Manager 2007 Documentation Library.

Distribute prerequisite software for Microsoft Dynamics CRM for Outlook

Use one of the following methods to distribute the prerequisite software required by Microsoft Dynamics CRM for Outlook:

  • Use System Center Configuration Manager to distribute the prerequisite software. This helps avoid computer restarts during Microsoft Dynamics CRM client setup.

  • Propagate the prerequisite software to a central file share along with the Microsoft Dynamics CRM installation files. Then, let Microsoft Dynamics CRM setup perform the installation. It will, when required, restart client computers.

For more information, see Configuration Manager 2007 Documentation Library.

Use Microsoft System Center Configuration Manager 2007 to distribute Microsoft Dynamics CRM for Outlook

In the following procedures, you use Microsoft System Center Configuration Manager 2007 to create and distribute a distribution package. This package will contain files and settings that will install Microsoft Dynamics CRM for Outlook and can be customized with configuration information that will allow users to begin using Microsoft Dynamics CRM immediately.

Important

The following procedures describe an example of a way to install Microsoft Dynamics CRM 2011 for Outlook by using System Center Configuration Manager. The file names, installation options, and other settings given here depict one way – but not the only way – to accomplish this task. Other choices might be more appropriate for other system configurations.

For more information about the settings that System Center Configuration Manager makes available, see the Help system that is built into System Center Configuration Manager. Also see the online documentation for System Center Configuration Manager, in particular the section Wizard Pages.

The following procedures use a System Center Configuration Manager client called "SCCM_CLIENT1."

Part 1: Start the Distribute Software to Collection Wizard

To create a distribution package

  1. Open the Microsoft System Center Configuration Manager 2007 console. This console is where you control System Center Configuration Manager by setting up client agents, network addresses, boundaries, and so on.

  2. In the navigation pane, expand Computer Management, and then expand Collections.

    Note

    A collection is a logical grouping of computers. This grouping can represent, for example, the set of computers onto which you intend to distribute Microsoft Dynamics CRM for Outlook.

  3. Under Collections, right-click the client System: SCCM_CLIENT1, point to Distribute, and click Software. The Distribute Software to Collection Wizard starts. In this wizard, you complete all the steps needed to create a software package and distribute it to clients.

  4. On the Welcome page, click Next.

  5. On the Package page, click Create a new package and program without a definition file, and then click Next.

  6. On the Package Identification page, type a name for the package. In this example, for Name, type CRM Client for Outlook.

  7. Type the following values into the remaining fields on the Package Identification page:

    • Version: 5.0

    • Publisher: Microsoft

    • Language: 1033

    • Comment: Outlook Client Distribution Package

  8. Click Next.

  9. On the Source Files page, click Create a compressed version of the source files, and then click Next.

  10. On the Source File Compression page, indicate where System Center Configuration Manager is to find the source files for Microsoft Dynamics CRM for Outlook so that it can place them in a package. First, under Source directory location, select Network path (UNC name) or Local drive on site server. Then, under Source directory, indicate the actual path to the Microsoft Dynamics CRM for Outlook source files. Click Next.

  11. Continue with Part 2: Continue the Distribute Software to Collection Wizard below.

Part 2: Continue the Distribute Software to Collection Wizard

  1. On the Distribution Points page, select one or more points from which the package will be distributed. In a large organization, especially if it is geographically dispersed, you may want to use multiple distribution points. In a small organization, a single distribution point may be enough. Under Distribution points, select one or more distribution points, and then click Next.

  2. On the Program Identification page, indicate the action that System Center Configuration Manager should take to install the package. For Name, type SetupClient.

  3. Click Browse, and then navigate to the setup location that you indicated on the Source File Compression page. Select the executable file that installs Microsoft Dynamics CRM for Outlook (SetupClient.exe), and then click Open. The name of this executable file displays in the Command line field.

  4. (Optional) Add command-line options to the SetupClient.exe command. The following are examples that you may want to consider:

    • Type /q to specify a "quiet" installation, namely one that requires no interaction with the user on whose computer Microsoft Dynamics CRM for Outlook is being installed.

    • Type /targetdir=<folder name> to indicate a folder into which to install Microsoft Dynamics CRM for Outlook. If you omit this option Microsoft Dynamics CRM for Outlook is installed to the default folder,drive:\Program Files\Microsoft Dynamics CRM\Client or drive:\Program Files (x86)\Microsoft Dynamics CRM\Client.

    • Type /l drive:\<folder name>\<file name> to indicate the name and folder of a log file in which to record setup events. You can use this log file to troubleshoot installation issues.

      In this distribution package example, we use the following command line: SetupClient.exe /q /l c:\sms.log

  5. (Optional) For Comment, add notes that System Center Configuration Manager administrators may need to read.

  6. If applicable, for Category, select a custom category, and then click Next. In System Center Configuration Manager, categories are properties by which users can filter software to more easily find distribution packages that meet their needs. For example, you could classify Microsoft Dynamics CRM for Outlook as an example of the type "customer-relationship management."

  7. Continue with Part 3: Complete the Distribute Software to Collection Wizard below.

Part 3: Complete the Distribute Software to Collection Wizard

  1. On the Program Properties page, specify how you want the installation program to run. For Program can run, select Whether or not a user is logged on.

  2. For After running, select No action required, and click Next.

    Note

    A particular software installation might require a computer restart, but it might not enforce the restart. In this case, you could have System Center Configuration Manager cause the restart by selecting ConfigMgr restarts computer (or Program restarts computer). You could also schedule the restart to occur at a time of day when users are not expected to be working.

  3. On the Advertise Program page, select Yes, and then click Next.

  4. On the Select Program page, make sure that SetupClient is selected under Programs, and then click Next.

  5. On the Advertisement Name page, the Name of the advertisement is shown as CRM Client for Outlook – SetupClient to System : SCCM_CLIENT1. For Comment, you can add text to remind you, for example, of the purpose of the software distribution, so that you can more easily identify it later. Click Next.

  6. On the Advertisement Subcollection page, select Advertise the program to members of the collection and its subcollections, and then click Next.

  7. On the Advertisement Schedule page, specify when you want the installation to take place. You could, for example, specify that installations can take place only during "maintenance windows," or times that the technical staff has set aside for preventive maintenance that might cause a disruption of service. For Advertise the program after, input a date and time.

  8. Select No, this advertisement never expires.

  9. (Optional) Clear the check box for Download content from unprotected distribution point and run locally. Then, click Next.

  10. On the Assign Program page, click Yes, assign the program. This choice makes it mandatory for users to install the program—in this case, Microsoft Dynamics CRM for Outlook.

  11. On the Summary page, click Next. System Center Configuration Manager creates the distribution package.

  12. On the Wizard Completed page, click Close.

  13. Continue with Inspect the distribution package below.

Inspect the distribution package

Note

This procedure is optional.

After you complete the steps in the preceding procedure, the new distribution package exists. Next, you can inspect the distribution package to make sure that it is ready to be propagated and used.

To inspect the distribution package

  1. In the navigation pane of the System Center Configuration Manager console, under Computer Management, expand Software Distribution, and then expand Packages. The Microsoft CRM Client for Outlook package displays in the Packages pane.

  2. In the navigation pane, expand Microsoft CRM Client for Outlook, and then click Distribution Points.

  3. In the Distribution Points pane, make sure that at least one distribution point is displayed.

  4. In the navigation pane, expand the Package Status node, and within it, the other Package Status node. This displays information about each package for each site to which the package is targeted.

  5. In the interior Package Status folder, click the name of a distribution point. The distribution point and its contents display in the main pane of the System Center Configuration Manager console.

  6. You can now determine whether a deployment package has been successfully provisioned on the distribution point. If, for example, the value in the State column is Install Pending, the propagation of the distribution package has not yet occurred. You might need to wait a few minutes for provisioning to complete.

  7. After the State of the package has changed to Installed, the distribution package has been propagated, which means it can be used to install software on client computers.

  8. In the navigation pane of the System Center Configuration Manager console, click Advertisements.

  9. Right-click the advertisement listed in the Advertisements pane, and then click Properties. Make sure that the values shown for Package, Program, and Schedule are correct.

  10. (Optional) Check that the values shown on the other tabs of the Properties dialog box are correct.

See Also

Concepts

Troubleshooting Microsoft Dynamics CRM for Outlook installation, configuration and upgrade
Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server

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