Step by Step: Installing CRM 4.0 and SQL Server 2008 on a 2008 Server

Posted: March 23, 2010 in Dynamics CRM 4.0

These instructions are generally the same for any system.  (* indicates required step)

Before racing into launching the CRM setup, you must perform the following 6 prerequisites.

1. Install roles in the Server Manager: *
Click Start > Administration tools > Server Manager > Add Roles
Install the following:

  • Active Directory Domain Services (check: Active Directory Domain Controller)
    – This must be installed separately, check this blog post on installing AD DS.
  • Application Server (check: Application Server Foundation)
  • DNS Server (does not require checking)
  • File Services (check: File Server, and Indexing Service)
  • Web Server (IIS) (check: common Http features to select the group, under application development check ASP.NET, .NET Extensibility, ISAPI Extensions, ISAPI Filters, under Health and Diagnostics check HTTP Logging, Request Monitor, under Security check Windows Authentication, Request Filtering, under Performance check Static Content Compression, under management tools, check IIS management consol, check IIS 6 Management Compatibility to select the group)

2. Change the computer name:
You can change the name to anything you like, or you can leave it as it is if you want, this step isn’t required, it just makes it easier to remember the computer name when it comes to installing CRM.

Right click my computer in the start menu > click properties > under system, click change settings, next to the computer name > click change > rename it to CRM (or something that you will remember) > click ok

3. Create a user and organizational unit in the Active Directory: *
Click Start > Administrative Tools > Active Directory Users and Computers > if required create a domain, called “crm.local” for example (if you already have one remember this name). Inside that create an organizational unit called CRM > click users inside the domain, and create a new user called CRM Admin (first name CRM last name Admin) logon name can be admin > click next > set the password, to “Pa$$w0rd” for example > set the password to never expire > click next > click finish

4. Install SQL server 2008 *
Launch the SQL server 2008 installation from the setup file or DVD drive > if it requires you to install .NET prerequisites, install them > on the SQL Server Installation Center, click installation on the left > click new SQL server stand-alone installation > click ok > enter the product key, or accept the default, and click next > select I accept, and click next > click install > assuming everything passed, click next, ignore warnings, and Google any errors preventing you from clicking next

Click select all, and click next > click default instance, click next > click next > Set SQL Server Agent to Automatic, click use same account for all SQL services > locate the CRM Admin user you created earlier (click advanced if needed), enter the password (Pa$$w0rd), click ok > click next, if you get errors try retype the password, or create a new user in the AD > click add current user near the bottom to add it to the text area, accept the other defaults. If you want to change the directories click the Data Directories tab, otherwise click next > click add current user to add the user to the text area, and click next > check the top option, called Install the native mode default configuration, and click next > check both boxes, and click next > click next > click install > click next > click close

5. Checking the SQL server services are started:
Click Start > Administration tools > Services
Start the following, and set the start type to automatic, if they are not already. (they should be started by default):

  • SQL Full-text Filter Daemon Launcher (MSSQLSERVER)
  • SQL Server Agent (MSSQLSERVER)
  • SQL Server Analysis Services (MSSQLSERVER)
  • SQL Server Browser
  • SQL Server Reporting Services (MSSQLSERVER)
  • SQL Server VSS Writer

If there are any other services starting with SQL server, start them too.

6. Update Windows
Click Start > Control Panel > Windows Update > check for updates (if there are none, skip this step) > click to view the available updates > select all relevant updates (e.g. any that contain CRM, SQL, or server for example) > click ok > click install updates> after installing the updates restart the computer if required

That’s all the prerequisites done. Now you can install CRM.

7. Installing Dynamics CRM 4.0 *
Launch Splash.exe from the CRM setup folder or DVD Drive > click install CRM server > click install recommended updates > enter the product key, and click next > click install, and then click next > select Typical, and click next > enter CRM (or your computer name if you skipped step 2), and click next > enter CRM in the first field, and CRM will populate the second field, set the currency to your choice, New Zealand Dollar for this example, and click next > select Yes, and click next > confirm the directory is C:\Program Files\Microsoft Dynamics CRM, and click next > select Default web Site, and click next > confirm the URL is http://CRM/reportserver, and click next > set business unit to OU=CRM,DC=CRM,DC=local (or browse to select the one you created earlier), click next > click Network service account, and click next > leave the CRM for Outlook field blank, click next, and close the dialog box > it will do a verification, if there are any errors, an X will be displayed by the error. Search Google, and type CRM before the error message. Check Microsoft websites and blogs for the solutions. When all errors are fixed, click next > CRM will now install, once it has finished installing, click finish and restart the computer

8. Accessing the CRM Domain Server
Now that CRM has installed successfully, you can access the domain server from http://crm (or by entering the computer name), enter user credentials (for this example user is CRM\Administrator, password is Pa$$w0rd, the prefix of the username depends on the domain you set in step 3). Click tools > internet options > security tab > local intranet > sites > add http://crm (or the current URL), and refresh the browser. It will redirect you to the correct server name, e.g. http://crm/crm/loader.aspx, you can then add this to favourites, or create a desktop shortcut.


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