Thursday, May 28, 2009
SSL troubleshooting
Good posting (did not fix my problem though): http://blogs.msdn.com/saurabh_singh/archive/2008/05/27/ssl-troubleshooting-for-iis-web-sites-contd.aspx
Wednesday, May 27, 2009
Redeploy the Microsoft Dynamics CRM deployment that includes the Microsoft Dynamics CRM Server within the same domain or to another domain
This procedure also should be used when restoring CRM4 DB from one environment to another (for example, production to QA)
1. Back up the Organization _MSCRM databases. To do this, follow these steps: a. On the computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Expand Databases , right-click the Organization _MSCRM database, point to Tasks , and then click Back Up .
c. Under Destination , add the location to save the backup file, and then click OK .
d. Repeat steps 1b and 1c for any other Organization _MSCRM database that must be moved.
2. Install Microsoft Dynamics CRM 4.0 on the new computer that will run Microsoft Dynamics CRM Server.
Note: When you are prompted to enter the organization name, use a name that differs from the original organization name. You will import the old organization into the new installation. Therefore, you do not want the installation process to create a new organization that has the same name.
3. Restore the Organization _MSCRM databases on the new computer that is running SQL Server. To do this, follow these steps: a. On the new computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Right-click Databases , and then click Restore Database .
c. Under Destination to restore , type the name of the Organization _MSCRM database in the To database box.
d. Under Source for restore , click From device , click the ellipsis button ( ... ), add the Organization _MSCRM database, and then click OK .
e. Click to select the Restore check box, and then click OK .
f. Repeat steps 3b-3e for any additional Organization _MSCRM databases.
4. Import the organization into the new deployment of Microsoft Dynamics CRM 4.0. To do this, follow these steps: a. On the new computer that is running Microsoft Dynamics CRM Server, click Start , point to All Programs , point to Microsoft Dynamics CRM , and then click Deployment Manager .
b. Right-click Organizations , and then click Import Organization .
c. If you are using the Professional edition of Microsoft Dynamics CRM, you are prompted to delete the existing organization. Click OK to delete the organization that was created during the installation.
Note This action does not delete the actual Organization _MSCRM database from the computer that is running SQL Server.
d. In the SQL Server box, click the computer to which you restored the Organization _MSCRM database, click the organization database in the Organization database box, and then click Next .
e. Type the display name and the name for the organization, and then click Next .
f. Type the URL in the SQL Server Reporting Services URL box, and then click Next .
g. Select the method in the Method for the Mapping of the Users list, and then click Next .
h. Map the users, and then click Next .
i. In the System Requirements dialog box, click Next , and then click Import
1. Back up the Organization _MSCRM databases. To do this, follow these steps: a. On the computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Expand Databases , right-click the Organization _MSCRM database, point to Tasks , and then click Back Up .
c. Under Destination , add the location to save the backup file, and then click OK .
d. Repeat steps 1b and 1c for any other Organization _MSCRM database that must be moved.
2. Install Microsoft Dynamics CRM 4.0 on the new computer that will run Microsoft Dynamics CRM Server.
Note: When you are prompted to enter the organization name, use a name that differs from the original organization name. You will import the old organization into the new installation. Therefore, you do not want the installation process to create a new organization that has the same name.
3. Restore the Organization _MSCRM databases on the new computer that is running SQL Server. To do this, follow these steps: a. On the new computer that is running SQL Server, click Start , point to All Programs , point to Microsoft SQL Server 2005 , and then click SQL Server Management Studio .
b. Right-click Databases , and then click Restore Database .
c. Under Destination to restore , type the name of the Organization _MSCRM database in the To database box.
d. Under Source for restore , click From device , click the ellipsis button ( ... ), add the Organization _MSCRM database, and then click OK .
e. Click to select the Restore check box, and then click OK .
f. Repeat steps 3b-3e for any additional Organization _MSCRM databases.
4. Import the organization into the new deployment of Microsoft Dynamics CRM 4.0. To do this, follow these steps: a. On the new computer that is running Microsoft Dynamics CRM Server, click Start , point to All Programs , point to Microsoft Dynamics CRM , and then click Deployment Manager .
b. Right-click Organizations , and then click Import Organization .
c. If you are using the Professional edition of Microsoft Dynamics CRM, you are prompted to delete the existing organization. Click OK to delete the organization that was created during the installation.
Note This action does not delete the actual Organization _MSCRM database from the computer that is running SQL Server.
d. In the SQL Server box, click the computer to which you restored the Organization _MSCRM database, click the organization database in the Organization database box, and then click Next .
e. Type the display name and the name for the organization, and then click Next .
f. Type the URL in the SQL Server Reporting Services URL box, and then click Next .
g. Select the method in the Method for the Mapping of the Users list, and then click Next .
h. Map the users, and then click Next .
i. In the System Requirements dialog box, click Next , and then click Import
Friday, May 15, 2009
Internet Facing Deployment (IFD) for Microsoft Dynamics CRM4 and certificates (SSL)
Issue: with IFD - server should respond with SSL on both https://orgname.domainname.com and https://servername.domainname.com.
Solution: "wild card" certificates.
1. Create and assign "wild card" certificate (http://blogs.msdn.com/saurabh_singh/archive/2007/11/17/wildcard-ssl-certificate-in-iis-6-0-windows-2003-sp1-and-above.aspx)
2. Run CRM4IFDTool.exe to configure IFD to use HTTPS
Solution: "wild card" certificates.
1. Create and assign "wild card" certificate (http://blogs.msdn.com/saurabh_singh/archive/2007/11/17/wildcard-ssl-certificate-in-iis-6-0-windows-2003-sp1-and-above.aspx)
2. Run CRM4IFDTool.exe to configure IFD to use HTTPS
Monday, May 11, 2009
Microsoft Dynamics CRM4 Reports (on SRS SQL 2008/ Windows 2008) - tips on fixing
Configuration:
CRM4 and SRS SQL 2008 co-exist on the same server (Windows Server 2008).
1. When opening the “reports” link constantly being prompted for credentials (on Windows 2008 Server)
Fix:
• disable IE Enhanced Security Configuration
• also, might need to add server name to ‘Trusted Sites’ on IE
• if accessing the “reports” link using virtual name, see following article: http://support.microsoft.com/kb/956158
2. After fixing the SRS you may need to re-publish reports
To do that:
2.1. Go to cmd
2.2. Navigate to ‘C:\Program Files\Microsoft Dynamics CRM\Tools’
2.3. Run ‘PublishReports.exe "Org Name"’
CRM4 and SRS SQL 2008 co-exist on the same server (Windows Server 2008).
1. When opening the “reports” link constantly being prompted for credentials (on Windows 2008 Server)
Fix:
• disable IE Enhanced Security Configuration
• also, might need to add server name to ‘Trusted Sites’ on IE
• if accessing the “reports” link using virtual name, see following article: http://support.microsoft.com/kb/956158
2. After fixing the SRS you may need to re-publish reports
To do that:
2.1. Go to cmd
2.2. Navigate to ‘C:\Program Files\Microsoft Dynamics CRM\Tools’
2.3. Run ‘PublishReports.exe "Org Name"’
Friday, May 8, 2009
Outgoing email processing based on email router in Microsoft Dynamics CRM4
1. Install E-mail Router (on the CRM server)
1.1. Run Installation CD /Exchange/amd64(for Win 2008)\SetupExchange.exe.
1.2. After series of ‘Next’ – check ‘Microsoft Dynamic CRM E-mail Router Service’.
1.3. After series of ‘Next’ installation is completed.
2. Configure E-mail Router
2.1. Run ‘E-mail Router Configuration Manager’ (either it starts after installation or you can run it at any time by running following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.Email.Management.exe).
2.2. On ‘Configuration Profiles’ Tab click ‘New’.
2.3. Create configuration profile:
Profile Name: whatever - best to name it something logical
Direction: Outgoing
E-mail Server Type: SMTP
Authentication Type: Anonymous (for general SMTP Server)
Location: Server: SMTP server - next in email chain (could be email router server itself - if SMTP Server Service exists on it - for Windows 2003 - default; for Windows 2008 - feature needs to be added)
Access Credentials: Local System Account.
2.4. On ‘Deployments’ Tab – click ‘New’.
2.5. Configure ‘Deployment’ same as following (note - ‘Microsoft Dynamic CRM Server’ field is case sensitive):
Deployment: My company
Access Credentials: 'Other Specified' (specify credentials of the account with System Administrator privileges)
Default Configuration profiles:
Incoming - does not matter - may leave it blank (we configure Outgoing email processing)
Outgoing - Name of profile from step 2.3.
2.6. Go to ‘Users, Queues, and Forward Mailboxes’ – click ‘Load Data’ – it should not error out.
2.7. Click ‘Publish’.
2.8. Open the following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.EmailAgent.xml.
2.9. Change SchedulingPeriod to 30 (default is 1000).
2.10. Save the file, restart ‘Microsoft CRM Email Router’ service.
3. Configure SMTP Server Service in IIS (note: for 2008 you should use IIS (6.0) Manager for configuration).
3.1. Run IIS Manager.
3.2. Right Click ‘Default SMTP Virtual Server’ (for 2008 – [SMTP Virtual Server #1])/Properties.
3.3. Access Tab/Authentication – make sure that ‘Anonymous Access’ is checked.
3.4. Access Tab/Relay – add all E-mail Router Servers IPs into the allowed relay list (including yourself, if email router installed on the SMTP Server).
3.5. Delivery Tab/Advanced – configure how you'd like SMTP Server Service to process email further.
4. Configure CRM Users to use E-mail Router.
4.1. Login to CRM Browser client.
4.2. Click Settings/Users.
4.3. Double click the user.
4.4. On ‘General’ Tab change the E-mail Access Configuration for Outgoing to ‘E-mail Router’.
4.5. ‘Save and Close’.
4.6. Remove tracking token on emails: Setting/Administration/System Settings/Email Tab – deselect ‘Use tracking token’ (optional).
1.1. Run Installation CD /Exchange/amd64(for Win 2008)\SetupExchange.exe.
1.2. After series of ‘Next’ – check ‘Microsoft Dynamic CRM E-mail Router Service’.
1.3. After series of ‘Next’ installation is completed.
2. Configure E-mail Router
2.1. Run ‘E-mail Router Configuration Manager’ (either it starts after installation or you can run it at any time by running following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.Email.Management.exe).
2.2. On ‘Configuration Profiles’ Tab click ‘New’.
2.3. Create configuration profile:
Profile Name: whatever - best to name it something logical
Direction: Outgoing
E-mail Server Type: SMTP
Authentication Type: Anonymous (for general SMTP Server)
Location: Server: SMTP server - next in email chain (could be email router server itself - if SMTP Server Service exists on it - for Windows 2003 - default; for Windows 2008 - feature needs to be added)
Access Credentials: Local System Account.
2.4. On ‘Deployments’ Tab – click ‘New’.
2.5. Configure ‘Deployment’ same as following (note - ‘Microsoft Dynamic CRM Server’ field is case sensitive):
Deployment: My company
Access Credentials: 'Other Specified' (specify credentials of the account with System Administrator privileges)
Default Configuration profiles:
Incoming - does not matter - may leave it blank (we configure Outgoing email processing)
Outgoing - Name of profile from step 2.3.
2.6. Go to ‘Users, Queues, and Forward Mailboxes’ – click ‘Load Data’ – it should not error out.
2.7. Click ‘Publish’.
2.8. Open the following file: C:\Program Files\Microsoft CRM Email\Service\Microsoft.Crm.Tools.EmailAgent.xml.
2.9. Change SchedulingPeriod to 30 (default is 1000).
2.10. Save the file, restart ‘Microsoft CRM Email Router’ service.
3. Configure SMTP Server Service in IIS (note: for 2008 you should use IIS (6.0) Manager for configuration).
3.1. Run IIS Manager.
3.2. Right Click ‘Default SMTP Virtual Server’ (for 2008 – [SMTP Virtual Server #1])/Properties.
3.3. Access Tab/Authentication – make sure that ‘Anonymous Access’ is checked.
3.4. Access Tab/Relay – add all E-mail Router Servers IPs into the allowed relay list (including yourself, if email router installed on the SMTP Server).
3.5. Delivery Tab/Advanced – configure how you'd like SMTP Server Service to process email further.
4. Configure CRM Users to use E-mail Router.
4.1. Login to CRM Browser client.
4.2. Click Settings/Users.
4.3. Double click the user.
4.4. On ‘General’ Tab change the E-mail Access Configuration for Outgoing to ‘E-mail Router’.
4.5. ‘Save and Close’.
4.6. Remove tracking token on emails: Setting/Administration/System Settings/Email Tab – deselect ‘Use tracking token’ (optional).
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