On Premise Installation of Microsoft Dynamics CRM 2015/2016 Server

Hi folks,

We all get lots of information for setting up Micrsoft Dynamics CRM 2015/2016 server in on premises.In this post, i will explain clearly about setting up Microsoft Dynamics CRM 2015/2016 server on premises.

Active Directory setup on Windows Server 2012 :

  1. Open the Server Manager from the task bar.
  2. From the Server Manager Dashboard, select Add roles and features.

    This will launch the Roles and Features Wizard allowing for modifications to be performed on the Windows Server 2012 instance.

  3. Select Role-based or features-based installation from the Installation Type screen and click Next.
  4. The current server is selected by default. Click Next to proceed to the Server Roles tab.

     

  5. From the Server Roles page place a check mark in the check box next to Active Directory Domain Services. A notice will appear explaining additional roles services or features are also required to install domain services, click Add Features.
  6. Review and select optional features to install during the AD DS installation by placing a check in the box next to any desired features, and then click Next.Capture 
  7. Review the information on the AD DS tab and click Next.

     

  8. On the Confirm installation selections screen, review the installation and then click Install.

Configure Active Directory:

Once the AD DS role is installed the server will need to be configured for your domain.

  1. If you have not done so already, Open the Server Manager from the task bar.
  2. Open the Notifications Pane by selecting the Notifications icon from the top of the Server Manager. From the notification regarding configuring AD DS, click Promote this server to a domain controller.Capture.PNG
  3. From the Deployment Configuration tab select Add a new forest from the radial options menu. Insert your root domain name into the Root domain name(EX:CONTOSO.com) field, and then click Next.
  4. The system checks to ensure all necessary prerequisites are installed on the system prior to moving forward. If the system passes these checks, proceed by clicking Install.

Install SQL SERVER on Windows Server 2012 :

If you haven’t already downloaded SQL Server 2012 Express, you can get it from Microsoft here.

Step 1.
To begin, launch the install program and choose the top option to install a new stand-alone installation.

Capture.PNG

Step 2.
Read and accept the license agreement and click next. At this point you can choose the features that you want to install. You can also change the install folder if you do not want to install to the default location.

Click Next to continue.

Capture

Step 3.
Now you can configure the SQL instance. If this is the first instance of SQL Server on your computer, you probably want to change this setting to Default instance.  If you already have another instance of SQL Server, you will want to use Named Instance and give it a name.

Click Next to continue.

Capture

Step 4.
The next step is server configuration. From here you can change the Windows services associated with this instance of SQL Server. You can keep the defaults here unless you want to specify different user accounts for the services. You can also change the default collation settings if you are not in the United States.

Click Next to continue.

Capture.PNG

Step 5.
Now we come to the Database Engine configuration. On the Server Configuration tab you can select whether SQL Server will only authenticate using Windows accounts or you can choose Mixed Mode which will allow Windows accounts and SQL accounts

Capture

Step 6.
On the Data Directories tab you can change the locations of various files that SQL will use. Depending on your server configuration and the load that will be put on SQL, you may want to put the database and log folders on separate drives. For most people, you can leave the default values.

Click Next to continue.

Capture

Step 7.
The next step configures Reporting Services. Set this to Install Only if you don’t need reporting services or may need them in the future.  You can always go back and configure it later.

Click Next to continue.

Capture

Step 8.
On the Error Reporting step, you can choose whether or not you would like to send error reports to Microsoft to help them improve future releases of SQL server.

Click Next to continue.

Capture

At this point, SQL server will install on your computer.  This could take a while to complete depending on the computer you are using.

Capture

Once the installation has completed, you will receive a screen showing the details of what was completed and if there were any problems.

Capture

If everything completed successfully, you can close the window and begin using your new copy of SQL Server 2012 .

Make Sure these services are running fine, if not open services.msc and start the services.

Capture

Install Microsoft Dynamics CRM 2015 :

If you haven’t already downloaded  Dynamics CRM 2015 Server you can get it from Microsoft here.

Launch the installation wizard :

Capture

Step 2:

Capture

Make sure these updates will not create any hindrances in the system and Click next.

Capture

Microsoft provides 90 days free trial for on premises installation . you can get the key  here for trial version Evaluation Key .

Install Required Components:-

If Setup detects that components are missing, the Install Required Components page appears.

Note :- If you are prompted to restart the computer, do so, and then start Setup again

Capture.PNG

Capture

Either accept the default location or enter a different file installation location, and click on Next.

Capture

Select all roles to install

Capture

Specify Deployment Options page, select the name of the computer that is running SQL Server to use the deployment box, type or select the instance of Microsoft SQL Server that will be used to store the Dynamics CRM database (MSCRM_CONFIG)

Capture

Click on Browse to display your Active Directory structure. Select the location where you want the Microsoft Dynamics CRM organizational unit to be installed, click on OK, and click on Next. Microsoft Dynamics CRM security groups are  created in this organizational unit.

Capture

Specify Service accounts :

Capture

 

On the Select a Web Site page, click Create a new Web site or click Select a Web Site and select a website from the list. By default, Setup will use the default website.

When you select the Create a new Web site option, Setup creates a new website for Microsoft Dynamics CRM. You can specify the following option:

Port Number: Type the TCP port number that Microsoft Dynamics CRM clients will use to connect to the Microsoft Dynamics CRM Server 2015. The default port number is 5555. Click on Next

Capture

Specify the Organization Settings:-

On “Specify the Organization Settings” page, specify the following information.

1.   In the Display Name box, type the name of your organization.

2.   In the Unique Database Name box, you can keep the name that is automatically generated or you can type a unique name that must be limited to 30 characters. Spaces and extended characters are not allowed.

3.   Under ISO currency code, click Browse, select the ISO currency code that you will use as the base currency for the organization in the list, and then click OK.

You can change the currency’s symbol, name, or precision.

4.   In the SQL collation list, keep the default selection or select a different database collation that the organization database will use to sort and compare data characters.

Important:-

After Setup is complete, you cannot change the database collation, base ISO currency code, or the organization unique name. However, you can change the base currency name and base currency symbol.

Capture

On the Specify Reporting Services Server page, type the Report Server URL. Make sure that you use theReport Server URL, not the Report Manager URL.

To verify that you are using the correct URL, in a browser, type the Report Server URL as the address.

Capture

This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors or only warnings appear, you can continue with the installation. To do this, click on Next

Capture

Capture

Click on install

Capture

Installation take awhile to complete and setup the Reporting extensions .

Here is an excellent video tutorial for Setting up Dynamics CRM 2015  Video

Hope this helps  🙂

 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s