Full Microsoft Dynamics CRM 2011 Installation: Step by Step with Screenshots

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By Hector Villafuerte.

Hector Certifications

This guide shows you step by step a full Microsoft CRM 2011 On-Premise installation, which includes:

– SQL Server 2008 Enterprise R2

– SharePoint Server 2010

– MS Dynamics CRM 2010

– MS Dynamics CRM Reporting Extensions

I started from a server with Windows Server 2008 R2 installed. The following is the configuration of a Windows Server 2008 R2 Enterprise Edition. Here is the link for the minimum hardware configuration for MS Dynamics CRM 2011.

Let’s start with the SQL Server R2 Enterprise Edition Installation. Open you installation files and click setup.

Click the installation link.

Now click New installation or add “features to an existing installation”.

SQL Server setup will start to validate the support rules.

Enter your SQL Server license number and click Next.

Accept the license terms and click Next.

The installation will take few minutes.

You should create an Account to be used later on for SQL Server Services. In the command prompt type dsa.msc and press enter.

The Active Directory Users and Computers will open.

Select “Users”, right click and select New and User.

Enter the New Account information as shown below. User logon name: SqlServer. Click Next.

Enter the Password: Passw0rd and check “User cannot change password” and “Password never expires”.

Verify the information and click on finish button.

Return to the SQL Server Installation. It might show a screen with the a couple of warnings:

– Computer Domain Controller

– Windows Firewall

Click in the warning link of “Computer Domain Controller”. In my case having the SQL Server and Domain Controller in the same Server is not recommended. Since this installation is for illustration purposes, I just ignore this warning.

Click in the warning link of “Windows Firewall”. If your SQL Server installation requires remote access, then you’d have to open some ports in your firewall as this link specify: http://go.microsoft.com/fwlink/?LinkId=94001

In our case we do not require it, so we just ignore this warning.

Select “SQL Server Feature Installtion”  and click Next.

Select the following SQL Server features and click Next.

After all installation Rules are passed click Next.

Select Default instance, since the CRM database will be the only instance in our server, click Next.

Check the “Disk Space Requirements” and click Next.

In the Service Accounts tab, click “Use the same account for all SQL Server services”

Specified the account created earlier: SQLServer

In the next screen, select “Windows authentication mode” for the Account Provisioning Tab.

Click “Add Current User”. This will add my user account, which I currently logged in as SQL Server administrator. Click Next.

Do the same thing for the “Analysis Services Configuration”: Click “Add Current User” and click Next.

Select “Install the native mode default configuration” in the “Reporting Service Configuration” step. Click Next.

Click Next.

Click Next.

Click Install.

This will take few minutes.

This is the last SQL Server Installation screen. Click close.

 

Once I finish installing SQL Server, I’ll start installing SharePoint Server 2010 Server. In the SharePoint installation screen, click “Install software prerequisites”

Click Next.

Accept the terms and click Next.

I got an error saying that server tool was unable to download the Windows Identity Foundation.

This error might be because the server have the Internet Explorer Enhanced Security on. I need to turn it off by opening the Server Manager and click in “Configure IE ESC”.

Then change all options to Off.

Back to the SharePoint installation Retry and now all prerequisites start to be downloaded and installed.

Finally, all required prerequisites have been installed or enabled.

In the SharePoint installation screen click Install “SharePoint Server”.

Enter the Product Key and click Continue.

Accept the terms and click Continue.

The setup shows the default file locations. Click “Install Now”.

The installation now will take few minutes.

Once you have reach this screen, be sure to check “Run to check SharePoint Products Configuration Wizard”. Click Close.

In the Configuration Wizard click Next.

You receive this alert, click Yes.

Now, in the following screen select “Create a new server farm”.

Verify the following Configuration Setting and click Next.

Enter the Passphrase, a password used to secure the farm configuration and is required for each server that joins the farm. Click Next.

Specify a port number like 7777. DO not use the default port 80, because we well use it for CRM Server. Click Next.

Verify the entered configurations. Click Next.

Wait few minutes while SharePoint configure the system.

Once the Configuration shows successful, click Finish.

The browser will popup the SharePoint Central Administration. Click “Start the Wizard”.

Click in New menu to create a new web application.

In the Create New Web Application screen, select “Classic Mode Authentication” and Create a new IIS web site using the port 7778. Click OK.

Wait…

The SharePoint web application is now created. Click OK.

Now, create a site collection under Application Management.

Entered “CRM Data” as Title of the new Site Collection. Select Document Workspace as Site Template.

Scroll down to enter primary site collection administrator. Enter the SQL Server user created earlier. In a production environments do not use the same account. This is only for illustration purposes.

The following is the select dialog used to select the sqlserver account.

Once the Site is successfully created, click OK.

 

Browse the web application http://server:7778

Login using the sqlserver account credentials.

Finally, you will be able to browse the web application.

Now, the Dynamics CRM 2011 installation. In the installation screen click Install Microsoft Dynamics CRM Server.

Set “Get updates for Microsoft Dynamics CRM” and click Next.

Wait few minutes.

Click Next.

Enter the Product Key Information and click Next.

Accept the license agreement.

Install the required components.

 

After the components are installed, click Next.

Click Next.

Select the server roles as shown below. Click Next.

Select “Create a new deployment” and the SQL Server to use with the deployment. Click Next.

Select the Organizational Unit. Click Browse.

The following selector popups. Select your organization domain. Click OK.

Click Next.

Specify the Service Account: NETWORK SERVICE

Select a Web Site as Default Web Site.

You can skip the E-mail Router Settings and configure it later. Click Next.

Specify the Organization Settings as shown below.

Specify the Reporting Services Server: http://server/reportserver. Click Next.

Click Next.

Select: Use Microsoft when I check for updates. Click Next.

The next screen shows a warning. Double click in the warning.

The message recommends to run the CRM Sandbox under a least-privileged user account.

Click Next.

Verify all information and click Install.

It will take few minutes.

The MS Dynamics CRM Server installation is completed. Check Launch Reporting Extensions for SSRS Setup. Click Finish.

In the CRM Reporting Extensions Setup select “Get updates for Microsoft Dynamics CRM”. Click Next.

Click Next.

I got an error and I have to install the CRM Reporting Extensions again from the installation files: Serveramd64SrsDataConnector:

Accept the license agreement.

Select the SQL Server.

Specify the SQL Server Reporting Services instance. Click Next.

Click Next.

The System verifies some settings. Click Next.

Click Next.

Click Install.

Microsoft CRM Reporting Extensions setup is completed. Click Finish.

Open your browser and navigate to your CRM URL: http://server

Try any report in workplace-reports to verify that reporting services was configured correctly.

reports

 

Microsoft Dynamics CRM Server setup completed successfully! It is recommended to install all this components in multiple independent servers. Even though for development environments, it is recommended to install all components in the same server.

 

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