Saturday, 28 September 2013

Installing CRM 2013

With the upcoming release of CRM 2013 and the current availability of the RC 1 build, thought I'd share the steps on how to get this installed.
Windows 2008 Server x64 or Later
SQL Server 2008 x64 or Later

1. Launch the SetupServer.exe to start the install. Click Next

2. Here you can select the roles you want to install, for demonstration purposes I'm going to install all the roles on a single server. However it is strongly advised to separate roles across multiple computers to distribute processing load. Click Next

3. Select the "Create a new Deployment" option, then enter in the name of the SQL Server instance you want to use for this CRM 2013 deployment. Click Next

4. Select the OU you want to use for this CRM 2013 Deployment. Click Next

5. Specify the Service Accounts you want to use for each service listed. Click Next

6. Here you can decide if you want to install CRM to use the Default Website within IIS or create a new website with a specified port. Click Next

7. This is an optional step where you can specific the server name of the Email Router. If you plan to do this at a later stage, keep in mind that you will need to add the computer to the AD PrivUserGroup. Click Next

8. Enter in a unique name for the Database name, which will be used for the default CRM Organization name. Here you can also set the currency settings and SQL collation. Please note that the SQL collation cannot be changed later. Click Next

9. Enter in the URL to the SSRS report server. Click Next

10. Click Next

11. Select which option you want to use for Microsoft Updates and Click Next

12. The installer will perform the necessary system checks. You will notice a warning statement regarding Date encryption which is new to CRM 2013, this states: 

"Data encryption will be active after the install or upgrade. We strongly recommend that you copy the organization encryption key and store it in a safe place. For more information, see"

Click Next

13. Click Next

14. Confirm you are happy with all configuration settings and click Next

15. That's it, CRM 2013 is now installed successfully. Optionally you can install SSRS Reporting Extensions

1 comment:

  1. why is the data encryption set to be active? I thought it is tunred off by default onpremises??!


Action Microsoft.Crm.Setup.Common.Analyzer +CollectAction failed. Fatal error during installation

When installing the Srs Data Connection (Microsoft Dynamics CRM Reporting Extensions), you may have experienced the following error: ...