First of all, please refer to the very useful link below. It contains a step by step visual walk through of all the installation components, including SQL, CRM prerequisites, CRM 2011, Email Router etc. The rest of this post makes abundant reference to this walk through.
The following link similarly provides a visual walk through for installing and configuring the Microsoft Dynamics CRM E-mail Router (Online & Exchange Online).
Finally, bookmark this link. It contains a very useful set of Q&A for commonly asked questions related to CRM 2011 server setup.
Hardware and Software Requirements
- See sections "Hardware Requirements" and "Software Requirements"
- Installation User - see section "Required for installation of Dynamics CRM 2011" for permissions required for this user.
- Recommendation: Create a user called "CRMAdmin" under which you will install CRM
- Services - CRM creates a number of windows services
- Recommendation: It is recommended to have a separate to have a separate account for each of these. For example:
- Sandboxing service – e.g. create account CRMSandbox (see section “Microsoft Dynamics CRM Sandbox Processing Service” for permissions required for this user)
- Async service – e.g. create account CRMAsyncProcess (see section “Microsoft Dynamics CRM Asynchronous Processing” for permissions required for this user)
- Web Deployment service e.g. – create account CRMDeploymentWS (see section “Web Deployment Service (CRMDeploymentServiceAppPool Application Pool identity)” for permissions required for this user)
- Application service – e.g. create account CRMAppService (see section “Application Service (IIS Application Pool identity CRMAppPool)” for permissions required for this user)
- SQL Server 2008 R2 – Scroll to section “Installing SQL 2008 R2” for a step by step guide. I’d follow these instructions although I’d select Mixed Mode (step 5)
- CRM Prerequisites – Scroll to section “Installing pre-requisites in Dynamics CRM Server 2011” – Walks through server roles that need to be installed on the CRM server.
- CRM Installation – Scroll to section “2011 Dynamics CRM Installation” – this walks you through the wizard installer screens. Note:
- License key - you should obtain this prior to beginning the CRM installation.
- Server Roles - See write up below assuming a 3 server configuration.
- Organizational Unit – This links to AD.
- Recommended: Create an OU called MSCRM or similar (can hang off the main OU). Note. The OU is required for the installation. CRM just copies security groups into the OU (UserGroup, ReportingGroup, PrivUserGroup, SQLAccessGroup). It is good practice to use a separate OU rather than an existing OU.
- Service Accounts – per above
- Web site – recommend that we’ll install to the Default Web Site. If that’s an issue we can use the 5555 port. No real practical difference other than URL (if configuring IFD, the IFD URL will override this)
- Email Router – this will point to the server which will has the Email Router installed.
- Organization Settings
- Display name should just be Your Company Name. This will create a database called YourCompanyName_MSCRM. Specify if you wish a different display name.
- Review other settings - generally no need to change the defaults supplied
- Reporting Server – This can point to any reporting server. Typically you would point to the report server of the database against which CRM is installed but if you have a dedicated reporting server, you can point it to that location.
- CRM Reporting Extensions – Scroll to section “Installing Microsoft Dynamics CRM Reporting Extensions”
- This will be installed on the SQL Server Reporting Services instance which essentially allows authentication from CRM to pass through to SSRS.
- Email Router – See server breakdown below for recommendation on which server to install
- Rollups – Applied as necessary to all the CRM products (CRM Server, Email Router, Reporting Extensions). The latest rollup can be obtained from here.
- Reporting Extensions
- CRM Pre-requisite roles (see above)
- Install CRM (all roles) and Disable the Back End Server Roles (Async Processing Service, Sandboxing Service)
- Having the roles available allows these roles to be started as a failover solution
- CRM Pre-requisite roles (see above)
- Install CRM and disable Front End Server Roles (Web Application Server, Organization Web Service, Discovery Web Service, Help Server)