Tuesday, March 08, 2011

Installing CRM 4.0 on Windows Server 2008 (R2)

Windows Server 2008 (R2) brings a lot of new and nice features. IIS 7 being one of them and fact that you need to install the features you want to use also makes it more slim and generally better.

However, it does add some extra complexity to installing Dynamics CRM since it requires some components. The installation check that Dynamics CRM runs during installation is not complete in this aspect either and it misses out on some critical components.

I am preparing a virtual machine for a customer of mine and it came with everything installed, but not verified. The Dyn CRM installation did not work. After some checking I found that the following role services were missng:

Static Content Handler
Windows Authentication

and I also added

Digest Authentication and
Static Content Compression

Also the SQL Reporting Services (SSRS) was configured to run with an Execution Account, which I found on some bloggs was erroneous. This is not strange since SSRS with Dynamics CRM is designed for sending the user credentials all the way to the SQL-server, which means that SSRS must impersonate the user. So I disabled this.

After fixing these issues, the best way forward is to reinstall Dyn CRM since trying to fix a faulty installation is a lot harder and takes a lot more time. If you have data that you need, try reinstalling and then redeploying the database.

I am also using VirtuaBox as virtualization and I strongly advise against using the snapshot functionality, it seems very unstable.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB


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