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This guide is a step by step "with pictures of the installation process of Dynamics CRM Server 2011 on a stage 'typical' and extends from the stage of preparing the
necessary prerequisites to installation and post‐installation tasks of the product.
It is an adaptation of the original series of 6 articles " Installing Microsoft Dynamics CRM 2011 "published inelblogdeDynamicsCRM.com and is based on the
deployment guide Dynamics CRM 2011 available for free here .
In any case, this guide replaces the Installation Manual on the Implementation Guide, which is the official guide to Microsoft Dynamics CRM platform 2011.
Preparation. Pre-installation requirements
Below are the different checks Hardware and Software to be made to install the Microsoft CRM application 2011.
The installation is based on a typical architecture of distributed product installation:
A Dynamics CRM server 2011 with all roles ﴾full installation﴿
A server for SQL Server 2008/2008 R2 with the database engine and SQL Server Reporting Services.
An existing Active Directory within the organization and the two older servers belonging to the same domain.
Hardware Requirements
Dynamics CRM Server 2011
These are requirements only for Dynamics CRM Server 2011 , based on an estimate of load up to 320 users:
Component * Minimum * Recommended
Processor x64 architecture or compatible 1.5 GHz dual‐core processor Quad‐core x64 architecture CPU 2 GHz or higher Such as Intel Xeon or AMD
Opteron systems
Memory 2‐GB RAM 8‐GB RAM or more
Hard disk 10 GB of available hard disk space
Note Computers with More Than 16GB of RAM will require more disk space
40 GB or more of available hard disk space
Note Computers with More Than 16GB of RAM will require more disk space
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for paging, hibernation, and dump files. for paging, hibernation, and dump files.
SQL Server 2008/2008 R2 Server
These are requirements only for SQL Server on the same basis as above.
Component * Minimum * Recommended
Processor x64 architecture or compatible 1.5 GHz dual‐core
processor
Quad‐core x64 architecture CPU 2 GHz or higher Such as Intel Xeon or AMD Opteron
systems
Memory 4‐GB RAM 16‐GB RAM or more
Hard disk SAS RAID 5 or RAID 10 hard disk array SAS RAID 5 or RAID 10 hard disk array
Software Requirements
Dynamics CRM server 2011
Windows Server 2008 [Standard | Enterprise | Datacenter] ﴾x64﴿ with SP2 or Windows Server 2008 R2 ﴾x64﴿.
﴾Also supported the Web and Small Business versions ‐ x64﴿
Language : English or the same as Dynamics CRM ﴾if we will install the base version Spanish﴿
IIS 7.0 | 7.5
Services raised
Indexing Service
IIS Admin
World Wide Web Publishing
Windows Data Access Components ﴾MDAC﴿ 6.0 ﴾default would be the version of MDAC on Windows Server 2008.﴿
Microsoft ASP. NET ﴾registration, no need to be running﴿
This server must be in the same domain as the SQL Server.
SQL Server 2008/2008 R2 server
Windows Server 2008 [Standard | Enterprise | Datacenter] ﴾x64﴿ with SP2 or Windows Server 2008 R2 ﴾x64﴿.
Microsoft SQL Server 2008 [Standard | Enterprise | Datacenter] ﴾x64﴿ with SP1 or sup. Or SQL Server 2008 R2 ﴾x64﴿ .
﴾May also be the Developer edition for non‐production environments﴿
Language : English or the same as Dynamics CRM ﴾if we will install the base version Spanish﴿
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The SQL must be configured for automatic startup
SQL Server Reporting Services ﴾can be installed on another SQL Server with these characteristics, but typically uses the same instance﴿
The Reporting Services service must be configured for automatic startup
SQL Server Agent service up
SQL Server Full Text Indexing raised
This server must be in the same domain as the Dynamics CRM.
Client for Outlook
Supported operating systems
Windows 7 ﴾Both 64‐bit and 32‐bit versions﴿
Windows Vista ﴾Both 64‐bit and 32‐bit versions﴿
Microsoft Windows XP Professional SP3
Microsoft Windows XP Tablet SP3
Windows XP Professional x64 Edition
Internet Explorer 7 / 8
Office 2010 | 2007 | 2003 with SP3
Indexing Service ﴾installed and running﴿
The following components are not installed if the installer automatically installs:
Microsoft SQL Server 2008 Express Edition ﴾only if you require access Offline﴿
Microsoft. NET Framework 4.0
Microsoft Windows Installer ﴾MSI﴿ 4.5.
MSXML 4.0
Microsoft Visual C + + Redistributable
Microsoft Report Viewer 2010
Microsoft Application Error Reporting
Windows Identity Framework ﴾WIF﴿
Credentials
Required for installation of Dynamics CRM 2011
Domain administrator .
If you can not be domain administrator privileges are minimal:
Member of Active Directory Domain Users
Permissions to create security groups in Active Directory ﴾alernatively you can ask an administrator to pre‐create the required security groups; you
must then install Microsoft Dynamics CRM 2011 from the command line specifying a configuration file﴿.
Member of the Administrators group on the computer where you install the CRM
Read and write permissions on the folder 'Program Files' on that computer
Member of the Administrators group on the computer where SQL Server installed
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SQL Server sysadmin server.
Reporting Services
Content Manager root level
System administrator for site‐wide SSRS
To run services
Important
The credentials used to run the services of Dynamics CRM and IIS App Pool can not be users of Dynamics CRM because it could cause problems
and unexpected behavior of authentication.
The account that is installed Dynamics CRM 2011 should be different from the account or accounts with the service running for the same reasons.
The 2011 CRM installation fails if the SQL Server service is running with local administrator account.
Services can run with NETWORK SERVICE. However, this is not a good security practice and also operates at the level of organization through
service Deployment Windows PowerShell or fail.
If you use domain accounts would only be necessary to create them in AD. The setup of Dynamics CRM will automatically assign the necessary
privileges.
To avoid creating and managing multiple accounts can use the same for all services, although this is not the best security practice especially
considering the service Web Service Deployment .
Microsoft Dynamics CRM Sandbox Processing Service
Domain User
Logon as a service in the Local Security Policy
Reading and writing in the folder Trace , by default located under Program Files Microsoft Dynamics CRM Trace , and the user folders under%
AppData% in local máqiuna.
Read permissions on the key
HKEY_LOCAL_MACHINE SOFTWARE Microsoft MSCRM
Microsoft Dynamics CRM Asynchronous Processing
Domain User
You must be a member of Performance Log Users
Logon as a service in the Local Security Policy
Reading and writing in the folder Trace , by default located under Program Files Microsoft Dynamics CRM Trace , and the user folders under%
AppData% in local máqiuna.
Reading and writing in keys
HKEY_LOCAL_MACHINE SOFTWARE Microsoft MSCRM
and subkeys
HKEY_LOCAL_MACHINE SYSTEM ControlSet001 services MSCRMSandboxService
Web Deployment Service (CRMDeploymentServiceAppPool Application Pool identity)
Domain User
Logon as a service in the Local Security Policy
Member of Local Administrators group on the server where you installed the web services
Member of Local Administrators group on the SQL Server server
Permissions on the SQL Sysadmin
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Reading and writing in the folder Trace , by default located under Program Files Microsoft Dynamics CRM Trace , and the user folders under%
AppData% in local máqiuna.
Reading and writing in keys
HKEY_LOCAL_MACHINE SOFTWARE Microsoft MSCRM
and subkeys
HKEY_LOCAL_MACHINE SYSTEM ControlSet001 services MSCRMSandboxService
Group member CRM_WPG . This group is created automatically during the installation of Dynamics CRM and membership also.
Application Service (IIS Application Pool identity CRMAppPool)
Domain User
You must be a member of Performance Log Users
Member of Local Administrators group on the SQL Server server
Member of Local Administrators group on the server where you installed the Dynamics CRM web site
Reading and writing in the folder Trace , by default located under Program Files Microsoft Dynamics CRM Trace , and the user folders under%
AppData% in local máqiuna.
Reading and writing in keys
HKEY_LOCAL_MACHINE SOFTWARE Microsoft MSCRM
and subkeys
HKEY_LOCAL_MACHINE SYSTEM ControlSet001 services MSCRMSandboxService
Group member CRM_WPG . This group is created automatically during the installation of Dynamics CRM and membership also.
SQL Server
Domain account running SQL Server. ﴾You can also run in NETWORK SERVICE and LOCAL SYSTEM﴿
The account can not be the local administrator.
Ports
Dynamics CRM server
These are the ports that are used in a full installation ﴾all roles of CRM installed on the same server﴿
Protocol Port Description Explanation
TCP 80 HTTP Default Web application port. This May Be Different port as it changed DURING Can Be Microsoft Dynamics CRM Server Setup. For new
websites, the default port number is 5555.
TCP 135 MSRPC RPC endpoint resolution.
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TCP 139 NETBIOS‐
SSN
NETBIOS session service.
TCP 443 HTTPS Default HTTP secure port.
TCP 445 Microsoft‐
DS
Active Directory directory service Active Directory required for access and authentication.
UDP 123 NTP Network Time Protocol.
UDP 137 NETBIOS‐
NS
NETBIOS name service.
UDP 138 NetBIOS‐
dgm
NetBIOS datagram service.
UDP 445 Microsoft‐
DS
Active Directory Active Directory service required for access and authentication.
UDP 1025 Blackjack DCOM, used as an RPC listener.
Server SQL Server / SQL Server Reporting Services
These are the ports that are used on the server that has reporting services installed Dynamics CRM Reporting Extensions.
Protocol Port Description Explanation
TCP 135 MSRPC RPC endpoint resolution.
TCP 139 NETBIOS‐
SSN
NETBIOS session service.
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TCP 445 Microsoft‐
DS
Active Directory Active Directory required for access and authentication.
TCP 1433 ms‐sql‐s SQL Server sockets service. This port is required for access to SQL Server.This number May Be Different if You Have configured your default
instance of SQL Server to use a port number or Different Are you using a named instance.
UDP 123 NTP Network Time Protocol.
UDP 137 NETBIOS‐
NS
NETBIOS name service.
UDP 138 NetBIOS‐
dgm
NetBIOS datagram service.
UDP 445 Microsoft‐
DS
Active Directory Active Directory service required for access and authentication.
UDP 1025 Blackjack DCOM, used as an RPC listener.
Server Location [Dynamics CRM, SQL and AD]
Microsoft Dynamics CRM data stores all customer relationship management ﴾CRM﴿ in a database SQL Server. It is important that the computer running SQL Server is
located close to the Microsoft CRM server. This means that there must be a high‐speed network standing between the team of Microsoft CRM server and the
computer running SQL Server to have an efficient performance of Microsoft CRM. An error in the network communications between computers running Microsoft
CRM Server and SQL Server can cause data loss and service can no longer be available.
The same applies to Active Directory. Microsoft CRM depends on Active Directory for security information. If you lose communication with Active Directory, Microsoft
CRM will not work correctly. If communications with Active Directory are not effective, will be affected the performance of Microsoft CRM. It is therefore important to
locate a domain controller for Active Directory on the same network connection speed permanent than computers that run Microsoft CRM and Microsoft SQL Server.
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13. Indicate the service accounts to be used for different services Dynamics CRM 2011. We recommend using a domain account. If you use domain accounts
would only be necessary to create them in AD are not yet created. The setup of Dynamics CRM will automatically assign the necessary privileges. It is
important to remember here:
The credentials used to run the services of Dynamics CRM and IIS App Pool can not be users of Dynamics CRM because it could cause problems and
unexpected behavior of authentication.
The account that is installed Dynamics CRM 2011 should be different from the account or accounts with the service running for the same reasons.
The 2011 CRM installation fails if the SQL Server service is running with local administrator account.
Services can run with NETWORK SERVICE. However, this is not a good security practice and also operates at the level of organization through service
Deployment Windows PowerShell or fail.
If you use domain accounts would only be necessary to create them in AD. The setup of Dynamics CRM will automatically assign the necessary privileges.
To avoid creating and managing multiple accounts can use the same for all services, although this is not the best security practice especially considering
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Installing the language pack for Spanish
So far we have fully installed Dynamics CRM 2011 and what remains for us is putting on the Spanish language pack for our users to use the system in this
language instead of the base language ﴾English in this case﴿.
We can also perform an installation base directory being the Spanish language if we wish, provided that both the operating system and SQL Server are in Spanish or
otherwise, in English. Eg if the Windows Server 2008 is the Portuguese can not do an installation of Dynamics CRM 2011 in Spanish, but that we do in English or
Portuguese.
In essence, there are substantial benefits to justify installing it directly in Spanish beyond the customization of entities can be done only in the base language. The end
user will not notice any difference.