Installing CRM 3.0 SBE on SBS 2K3 Premium

Discussion in 'Windows Small Business Server' started by Andrew, Jan 20, 2006.

  1. Andrew

    Andrew Guest

    I received my Action Pack today with CRM 3.0 SBE. I'd like to install this
    on my SBS Premium over the weekend. Does anyone have any installation
    documentation or guidelines to follow for a good configuration, I didn't see
    any on the CD.

    My SBS box is a Dell PE with 1 X Xeon 3 Ghz processor and 2 GB RAM. I have
    upgraded the Sharepoint Instance to full SQL 2000 and I am running ISA 2004.

    Specific Questions:
    Should I install it into the Default Website or create a CRMWeb website?

    When I ran through the first few steps of the install, the only instance of
    SQL it found was my \\SERVER\BKUPEXEC - MSSQL Server. I'm assuming BE
    installed the veritas database into my SQL 2000 installation that upgraded
    Sharepoint, is this correct or is this an MSDE instance?
    Should I create a new CRM database here?
    Should I install a new instance of SQL 2005 to be used with CRM 3.0 or
    should I install SQL 2000?

    When installing New Reporting Service, should I select SSL?

    When selecting OU in AD, should I use MyBusiness or should I create a new OU
    for CRM and if so, should it be in my root domain or under MyBusiness?

    Under Specify Security account, should I create a user account CRM-Service
    to be used or should I use the Network Service Account? If I create
    CRM-Service, what permissions should it have (Domain Admin??)

    Under Specify the Router Mailbox, what username should I use (Administrator,
    CRM-Service (if created))?

    What else do I need to know?


    Andrew, Jan 20, 2006
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  2. Hi Andrew - see inline


    Chad A Gross [SBS-MVP]

    Take a look at the Implementation Guide:
    You do not want to install CRM on SBS's default web site. If you let the
    CRM install create a new install itself, it is going to create a website
    that uses custom ports instead of host headers. As a result, you'll access
    your CRM by navigating to http://<SBS_server>:5555. I personally dislike
    custom ports and prefer using host headers (e.g. we use to access our CRM installation.) As a result, I
    prefer to create a new website in IIS manually, and enter the host header
    values. Note that to use host headers, you will need to add an entry to
    your DNS (so that actually resolves to your server's IP).
    You can use either SQL 2000 or SQL 2005. I would recommend installing a
    default instance of SQL for CRM.
    Personally, I don't use SSL for SQL Reporting Services
    I've created a new OU under the root domain.
    I've historically used Network Service.
    I've created a new user (with mailbox :^) solely for this purpose.
    Since you're running ISA - make sure that your clients have an exclusion in
    IE's proxy settings for your CRM URL. Even though IE is *supposed* to
    bypass the proxy when accessing local resources, it doesn't always happen.
    If you're going through ISA's proxy to connect to your ISA, you'll get some
    weird behavior - e.g. very slow loading, you'll randomly get 'Page cannot be
    displayed' when opening items (accounts, opportunities, etc.).

    Also - since CRM uses Windows Integrated Authentication, I would recommend
    adding your CRM URL to your Intranet sites in IE as well . . .
    Chad A Gross [SBS-MVP], Jan 20, 2006
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  3. Andrew

    Andrew Guest

    What steps do I need to follow to manually create the CRM website previous to
    the install?

    Also, I want to use SSL through ISA. 443 goes to RWW, 444 goes to Company
    web, can I publish CRM to go to 445?

    Andrew, Jan 20, 2006
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