Author: STW Services LLP

Dynamics CRM 2015 – In my early post you have seen Dynamics CRM 2015  setup demo using Virtual Machine. we are done with installation of Windows Server 2012 and configured the Active Directory; it’s now time to install the SQL Server 2012 on the Virtual Machine. This blog covers the procedure to install Microsoft Dynamics CRM Server 2013 on a computer that does not already have Microsoft Dynamics CRM installed.
Before we proceed it is important we understand the minimum hardware and the software requirements for Installing CRM Server 2013.

Pre-requirements:

Software Requirements

• Windows Server 2012
• Active Directory Setup

User Accounts

• SQL Server Admin account
• !svc.sql
• Reporting Services Admin account
• !svc.ssrs

Steps

• Installing SQL Server is really easy to Install.  When you first start the SQL Server  file, you’ll be presented with a Configuration wizard where you’ll have to select Installation from Left Navigation and then New SQL Server Installation option on the right.

• On the First screen of the wizard you’ll have to Accept the License Terms. Just click “I accept the license terms” check-box and press Next.

• The Setup will actually scan you system for all of the pre-requisites. If you were following my step-by-step then you should be fine here with 0 Errorsand a couple of warnings, which is fine. Once the scan is completed and you see the summary, Press Next.

• At this point you might see another License Terms screen, go ahead andAccept the Licenseand press Next.
  

• Now, the important part of the whole process. You will need to select which features should be installed for Microsoft Dynamics CRM 2013 to run successfully. Following is the list of features you should check.Database Engine Services
  SQL Server Replication
  Reporting Service – Native
  Management Tools (SQL Server Management Studio – Optional)
  Once you are through, Click Next.

• This step will let you know all about Disk Space Requirements. If all is well here, you’ll see the Next button available, Click it

• the Service Account Refer the following tables for the accounts to be selected.

• Where domain_nameis the name of your Domain which you setup in Part 2 of the Post (Setting up the Active Directory) and password is the password for your Service Account. Once you are done with the above steps, ClickNext.

• Now, you will have to select Authentication Modeand SQL Server Administrators. Select Mixed Mode (SQL Server authentication and Windows authentication).
  Specify the password and then add the users whom you want to give SQL Sever Administrator rights.
  Once you are done, go to the Next screen.

• Next is Reporting Services Configuration. Select Install and Configureunder Reporting Services Native Mode and then press Next.

• Next window is for Error Reporting. As of now we will leave this as is and press Next.

• In the next screen, system will actually check if there will be any roadblocks while installing the product. Wait until the scan is finished and then pressNext.

• Finall you will see the entire Summaryof all the steps and configurations that you have selected. Just take a look at it and press Install
• Wait until the installation is over and you are good to go
  

Dynamics CRM 2015 Setup on Virtual Machine – With most Microsoft products this is pretty easy to setting up, but Dynamics has a more heavier requirements list.

The prerequisites include:

• Windows Server
• Active Directory (yep you’ll need to setup a domain controller)
• SQL Server Server 2012/2014
• Reporting Services 2012/2014

Let’s get started:

Step 1: First Install Windows 2012 R2 Standard Edition

I’m using VMware (but you could use HyperV, Virtual Box as well).

1. Create a new Virtual Machine, assign 4GB RAM, 40 GB HDD, 1 CPU (it’s only a demo environment so these specs should be fine)
2. Attach the Windows 2012 ISO and do a vanilla installation

Step 2, Run the Active Directory wizard

CRM needs Active Directory, so run the Active directory wizard:

Figure: Configure Active Directory

1. In Server Manager, select Manage | Add Roles and Feature
2. Installation Type | Roles-based or Feature-based installation
3. Server Roles | Active Directory Domain Services
4. Select Add Features
5. Proceed through the wizard and then select Install
6. Once completed, select Promote this server to a domain controller

Figure: Promote Domain Controller

7. Deployment Configuration | Add new forest and enter your Root domain name which is Demo.Local
8. Select Windows Server 2012 R2 for forest and domain functional level
9. Set Password for Directory Services Restore Mode
10. Click on Next, Install
11. Now sit back and wait, after a reboot you will be able to login in to the domain

Note: It’s a good idea to have a static IP address on this machine, but it’s only a warning at this stage.

Step 3, Windows Server Prerequisites

• Indexing Service
• IIS Admin
• World Wide Web Publishing

1. Server Manager | Manage | Add Roles and Features
2. Server Roles:
   1. Application Server
   2. Web Server (IIS)
3.  Features:
   1. .Net Framework 3.5 Features
   2. .Net Framework 4.5 Features | ASP.NET 4.5
4. Web Server Role (IIS) | Role Services:
   1. Application Development | ASP.NET 3.5
   2. Application Development | ASP.NET 4.5
5. Instal

Step 4, Install SQL Server

I’ll be installing SQL Server 2014 Developer Edition with the following options:
Feature Selection:

1. Database Engine Services
2. Full-Test and Semantic Extractions for Search
3. Reporting Services Native
4. Management Tools Basic
1. Management Tools – Complete

Step 5,Database Engine Configuration:

1. Select Mixed Mode (personal preference)
2. Specify SQL Server Administrators | select Add Current User

Step 6 ,Reporting Services Native Mode:

1. Select Install Only

Install using all other defaults.

Step 7, Configure Reporting Services Native Install
Run SQL Server 2014 Reporting Services Configuration Manager and set-up the Native Reporting Services installation.
This is should pretty much be a next, next, apply thing,
Mine fired up straight away by just using the defaults:

Figure: Reporting Services Configuration Manager

Figure: Reporting Services Home Page

Step 8, Now Install CRM 2015 finally..!!

Figure: CRM Installation

1. Get Recommended Updates | select Get Updates (Which is optional)
2. Enter your license key
3. Accept the EULA
4. At this point you may have a bunch of missing required components, install them (We will take a while, also you may need to reboot system)

Figure: Install Required Components

5. Select Default Installation Path
6. Specify Server Roles | Select All Options

Figure: Server Roles

7. Specify Deployment Options | Enter SQL Server Hostname ie: CRM2014Demo
8. Select the Organizational Unit | Enter the Organizational Unit

1. At this point it’s probably a good idea to jump into Active Directory Users and Computers and create an OU for CRM

Figure: Create CRM OU

Figure: Assign CRM OU

9. Specify Service Accounts, Now we’ll need to specify our service accounts for the various CRM Services, since we don’t have any accounts setup, we’ll end up jumping back and forth between Active Directory Users and Computers and the CRM Installation wizard, As this is a DEMO environment I’m going to use NETWORK SERVICE for the accounts.

Figure: Service Accounts

10. Select Website | Default Website

11. Email Router Setting | EmptyOrganization Settings | Populate with your Organisation Name and other settings

12. Report Server URL | Should be pre-populated check the URL

Click next wizard button and install CRM.

After installation of MS CRM it will auto start reporting in service setup.

Click Do not get updates and click next button. In next screen accept line cne and click next.

Select server server computer name and click next

Select database name

Click next wizard button and install, finally you will get finish screen.

Figure: CRM Install Finished

And finally let’s start CRM 2015, wow worked first go!