Yippie ki-yay

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I have finally made it past the verification screen. Dynamics CRM is now installing on the virtual server. On the plus side - all this mucking around has given me a good idea of what to double and triple check before even trying to start the install. :)

1. Make sure you have a Dynamics CRM AD group setup with permissions. The network support guys really don't like letting you have access to their servers so this is a good alternative solution. Get them to set up a group and give you permissions to that.
2. Install SQL Server 2008 with everything installed.
3. Make sure IIS is installed and running
4. Make sure Windows Server is totally up to date with its patches
5. Head on in to control panel, administrative tools, services - make sure Remote Procedure Call (RPC) and Remote Procedure Call (RPC) Locator are both started.
6. Open SQL Server Configuration Manager - make sure all the services are started and using an account with access rights. I used NT Authority\NetworkService as this can be selected as an option during the CRM install. Anything but LocalService - you do not want to use that.
7. Open Reporting Services Configuration Manager - connect to the report server instance, click on Service Account and make sure that is using an account with access. Again, I set this to use Network Service. As with the previous config, don't use Local Service.
8. Whilst in Reporting services config, click on Encryption Keys and select Change (I didn't have any keys in place so if you're using an existing database you probably don't want to do this, however, if you do have an existing database, you might want to get a backup of the key at this point).
9. Whilst in Reporting services config, click on Web Service URL - click on the URL link and copy it to notepad - you'll need it later.
10. Next, you need to know your email router information - tech support can generally help with that if you don't know what it is.
11. Jump back to the services screen and check that everything is running, SQL Full-text Filter Daemon Launcher may be stopped, make sure this is started and using Network Services.
12. Get your license key ready... start the install....


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