When Microsoft CRM is installed on the server, the default folders listed in the following table are created.
Folder Comments
<systemdrive>:\Program Files\Microsoft CRM\bin Do not modify the permissions of this folder. Any modifications to this folder will disable Microsoft CRM.
<systemdrive>:\Program Files\Microsoft CRM\ Microsoft CRM Server program files
<systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Data
Microsoft CRM SQL Server database files
Microsoft CRM installs the Microsoft CRM databases in this folder. This folder is created by SQL Server.
<systemdrive>:\Program Files\Microsoft CRM\Microsoft CRM Email
Microsoft CRM-Exchange E-mail Router systemdrive>:\Program Files\Microsoft CRM\Reports Tools for downloading and publishing reports,
with a MSCRM subfolder containing an .rdl file for each of the default reports
<systemdrive>:\Inetpub\wwwroot\CRMWeb\MSCRMServic
es Microsoft CRM services
The following are added:
Name Description
Application Pool CRMAppPool If installed on a Web server running IIS 6.0, a separate application pool is created for Microsoft CRM and Reporting Services.
Virtual Roots Microsoft CRM version 2.0 Web site for Microsoft CRM.
The following Active Directory groups are added:
● If the Active Directory domain is set to “Mixed Mode”, then these groups need to be typed “Global Security”. Global groups cannot have users from across domains. In Mixed Mode domains, Microsoft CRM users cannot exist in different domains.
● If the Active Directory domain is set to “Native Mode” (in either Windows 2000 Server or Windows Server 2003), these groups need to be of type “Domain Local Security” or “Universal Security”.
Group Description
UserGroup All Microsoft CRM users. This group is updated automatically as users are added and removed from Microsoft CRM.
ReportingGroup All Microsoft CRM users. This group is updated automatically as users are added and removed from Microsoft CRM. By default, all Microsoft CRM Reporting Services reports grant Browse permission to this group.
PrivUserGroup Privileged Microsoft CRM user group for special administrative functions; including CRMAppPool identity or AspNetProcess Model user (domain user, NetworkService, or LocalSystem). If Windows 2000 Server or Windows Server 2003 Server has IIS in Isolation Mode, the LocalSystem accounts needs to be added for the inetinfor.exe process. Also the user who setup Microsoft CRM server needs to be added.
Chapter 15 Installing Microsoft CRM
Group Description
SQLAccessGroup All server processes/service accounts that require access to SQL Server; including CRMAppPool identity or AspNetProcess Model user (domain user, NetworkService, or LocalSystem). If Windows 2000 Server or Windows Server 2003 Server has IIS in Isolation Mode, the LocalSystem accounts needs to be added for the inetinfor.exe process.
The following services are added:
Service Description
Microsoft CRM Bulk
E-mail Service Receives bulk e-mail data from the Microsoft CRM Platform layer, merges the data, and then routes the messages to the specified email addresses.
Microsoft CRM
Deletion Service Cleans up tables that have records marked for deletion in Microsoft CRM database Microsoft CRM
Workflow Service
Handles all the events for the Microsoft CRM Platform layer and triggers workflow processes.
Reporting Services Installed Components
When Reporting Services is installed by Microsoft CRM, the default folders listed in the following table are created:
Folder Description
<systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Reporting Services
Reporting Services readme files
<systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Reporting
Services\ReportManager Report Manager files
<systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Reporting
Services\ReportServer Report Server files
<systemdrive>:\Program Files\Microsoft SQL Server\MSSQL\Reporting
Services\RSTempFiles Temporary folder, empty by default
When Reporting Services is installed by Microsoft CRM, the following services are added:
Service Description
ReportServer Manages, executes, renders, schedules and delivers reports.
The following virtual roots are added to the default Web site:
Virtual Root Description
Reports The Report Manager component of Reporting Services. Report Manager is used to move a report from on-demand to scheduled, and to control permissions on individual reports.
ReportServer The Web service that manages, executes, renders, schedules and delivers reports.
Log Files
Installation always creates log files that can be reviewed and used for troubleshooting. By default, the location of the log files is:
<systemdrive>:\Documents and Settings\User\Application Data\Microsoft\MSCRM\Logs
Verify Installation
► Verify Microsoft CRM Server Installation
1. On the Microsoft CRM server, start Internet Explorer and in the browser address box, type http://WebSiteName (where WebSiteName is the name of the web site specified in step 11 of the installation procedures) to open Microsoft CRM.
► Verify Reporting Services installation
1. On the Microsoft CRM server, start Internet Explorer and in the browser address box, type http://<MicrosoftCRMWebSiteName> to open Microsoft CRM.
2. On the Workplace, under My Work, click Reports.
3. Double-click the User Summary report.
You are presented with a report listing the users in Microsoft CRM. This list depends on your security privileges, and although all users can run this report, all users do not necessarily have the rights to view these records.
4. Open the Reporting Services Web site http://<SQL_Server>/Reports. You should see the Report Manager home page, with a folder name that matches the organization name you used during Microsoft CRM setup.
Chapter 16 Installing Microsoft CRM Clients for Outlook