Microsoft Dynamics CRM 4 IFD 安装描述Word文件下载.docx
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Microsoft Dynamics CRM 4 IFD 安装描述Word文件下载.docx
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SetuptestDNSrecord4
MicrosoftDynamicsCRMDataConnectorforSQLServerReportingServices5
Scenario1:
InstallorUpgradeMicrosoftDynamicsCRM4.0throughtheuserinterface(UI)setup5
Scenario2:
InstallorUpgradeMicrosoftDynamicsCRM4.0withaconfigurationfile6
HowtousetheCRM40IFDTool9
Stepstorunthetool9
MoreInformation12
ISAServer12
TurnoffIFD12
LogFile12
InstallingCRMwithIFDenabledagainstanexistingwebsitewithHostheadersoraCertificateenabledonthewebsite.13
SplittingOutServerRoles14
TroubleshootingInformation16
FAQ18
SendFeedbackonthearticle24
HowtoconfigureanInternet-FacingDeploymentfor
MicrosoftDynamicsCRM4.0
ThisdocumentwillcoverthefollowingInternet-FacingDeployment(IFD)scenariosforMicrosoftDynamicsCRM4.0.
ThisdocumentisintendedtocoverhowtosetupMicrosoftDynamicsCRM4.0tomakeitreadytobeaccessedfromtheInternet.ThisdocumentwillnotcoverthestepsthatyoumustcompletetomakeaserveravailablefromtheInternet.TherewillbeadditionalstepsdependingonifyouareusingISAserver,firewallsoranythingelseinyourenvironmentthatmayneedtobeconfiguredtogetyourserveraccessiblefromtheinternet.
Overview
Usingaconfigurationfileorthe“CRM40IFDTool”
TosuccessfullysetupaMicrosoftDynamicsCRM4.0IFDenvironment,thereareseveralitemsthatmustbesetforauthenticationtoworkcorrectly.TheseoptionsaresetwhenyouinstallMicrosoftDynamicsCRM4.0byusingaconfigurationfileorbyusingthe“CRM40IFDTool”afterMicrosoftDynamicsCRMisinstalledtoenableIFD.
EnablingIFDdoesthefollowing:
∙Theweb.configfilecontainsanauthenticationstrategyparameter.Thisparameterwillbeupdatedto“ServiceProviderLicenseAgreement”
Forexample,youwouldseethefollowingparameterintheweb.configfile:
<
authenticationstrategy=”ServiceProviderLicenseAgreement”/>
∙TheEnableanonymousaccessauthenticationmethodontheMicrosoftDynamicsCRM4.0Websiteismarked.
Note:
TheIntegratedWindowsauthenticationmethodmustremainmarkedforinternaluserswhodonotaccesstheMicrosoftDynamicsCRMWebsitebyusingtheIFDdeployment.
∙TheDeploymentPropertiestableintheMSCRM_ConfigSQLdatabasehasthreevaluesthatareupdated.
oIfdRootDomainScheme
▪httporhttps
oIfdSdkRootDomain
▪D
oIfdWebApplicationRootDomain
∙TheIfdInternalNetworkAddressregistrykeyontheMicrosoftDynamicsCRMserverisupdated.ThisregistrykeydetermineswhethertheuserisloggingintotheMicrosoftDynamicsCRMWebsitefromtheInternetorIntranet.ThisregistryvaluethendetermineswhethertheuserusesCRMticketauthentication(Internet)orIntegratedWindowsauthentication(Intranet).
oTheIfdInternalNetworkAddressregistrykeyislocatedhere:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
oThiskeyholdsanexampleofanipaddressandthesubnetofthedomain.Forexample,thekeymayholdthefollowingipaddressandsubnetvalue:
▪192.220.100.96-255.255.255.0
oIfyouhavemorethan1subnet,youcanaddmultiplevaluestotheregistrykey.
Thevaluesmustbeseparatedbyacomma.
▪192.220.100.1-255.255.255.0,192.220.64.1-255.255.252.0
∙Keyencryptionwillbeenabled.
oForausertologontotheMicrosoftDynamicsCRMWebsitewiththeCRMTicketAuthentication,theCRMTicketKeymusttobeenabled.Withoutatickettheauthenticationwillfail.
oThekeyencryptionisenabledbysettingthe<
ifdsettingsenabled="
true"
>
optionintheconfigurationfilewhenyouinstallorupgradetoMicrosoftDynamicsCRM4.0.Youcanalsousethe“CRM40IFDTool”toenablethekeyencryptionaftertheinstallorupgrade.
SetuptestDNSrecord
Afteryouhavecompletedtheinstallationorupgradebyusingaconfigurationfileorthe“CRM40IFDTool,”youmustsetupaDNSrecordforeachorganizationthatwillbeaccessedexternallyfromtheInternet.SettinguptheDNSrecordenablestheWebsitetocorrectlyresolveexternally.
∙WhenMicrosoftDynamicsCRM4.0isinstalled,orwhenyoucreateaneworganization,youprovideaDisplayNameandaNameforeachorganization.TheNamefieldisauniquenamethatmustbelessthan30charactersandcannotcontainspacesorotherspecialcharacters.ThisNameisusedintheURLaddresswhenyouopentheMicrosoftDynamicsCRMWebsite.TheDNShostrecordthatneedstobesetupisfortheNameofeachorganizationyouneedtoaccessthroughIFD.
oForexample,assumetheDisplayNamevalueisMicrosoftCRMandtheNamevalueisMicrosoft.ToopentheMicrosoftDynamicsCRMWebsiteforanIDFdeployment,theURLaddresswouldbe.YouwouldneedtocreateaDNShostrecordcalledMicrosoft.
ThisexampleassumestheDNSrecordsaresetuptocorrectlyresolvethisURLaddressexternally.
MicrosoftDynamicsCRMDataConnectorforSQLServerReportingServices
YoumustinstalltheMicrosoftDynamicsCRMDataConnectorforSQLServerReportingServicesontheMicrosoftSQLServerReportServerifuserswillrunMicrosoftDynamicsCRMreportswhenaccessingMicrosoftDynamicsCRMoverIDF.
MicrosoftSQL2005WorkgroupEditiondoesnotsupportcustomdataextensionsforSQLServerReportingServices.Therefore,theMicrosoftDynamicsCRMDataConnectorforSQLServerReportingServiceswillnotworkwheninstalledontheMicrosoftSQL2005WorkgroupEdition.
Formoreinformation,seethefollowingMicrosoftKnowledgebase(KB)article:
InstallorUpgradeMicrosoftDynamicsCRM4.0throughtheuserinterface(UI)setup
TherearenooptionstoenabletheMicrosoftDynamicsCRM4.0IDFdeploymentintheSetupWizard.ThereforetheCRM40IFDToolmustbeusedtoenableIFDafterMicrosoftDynamicsCRM4.0isinstalled.InthisexampleCRMhasbeeninstalledorupgradedtoCRM4.0andouruniqueOrganizationNameiscalledMicrosoft
PostInstallationTasksforScenario1:
1.Runthe‘CRM40IFDTool’toenabletheIFDenvironment.ThistoolisavailablefordownloadinthefollowingMicrosoftKBarticle:
Forinformationonhowtorunthe‘CRM40IFDTool’seethe‘HowtousetheMicrosoftDynamicsCRMInternetFacingDeploymentConfigurationTool’sectioninthisdocument.
2.CreateaHostorAliasrecordinDNSforeachMicrosoftDynamicsCRMorganizationthatwillbeaccessedexternallyontheInternet.FortheURLaddresstoresolvecorrectly,youmustcreateaDNSHostorAliasrecordforthefortheuniqueorganizationnameinMicrosoftDynamicsCRM.Forexample:
https:
//MwouldneedaDNShostoraliasrecordcalledMicrosoft.
a.TocreateaDNShostoraliasrecordfollowthesesteps:
b.OnyourDNSserverclickStart,clickRunandtypeindnsmgmt.msc
c.ExpandForwardLookupZonesandrightclickyourfolderandchooseNewHost(A)orNewAlias(CNAME)
d.IntheNamefieldorAliasnamefieldtypetheuniqueorganizationnameyouspecifiedwhensettingupCRM.
IfyoudonotknowtheuniquenameyoucancheckthisinDeploymentManagerontheMicrosoftDynamicsCRMServerbyselectingtheOrganizationsnodeandthenrightclickonyourOrganizationnameandchooseproperties.
e.ThentypeintheIPaddressoftheCRMServerifyouarecreatingahostrecordandclickAddHost,thenclickOKandclickDone.IfyouareaddinganAliasclickBrowseandaddtheMicrosoftDynamicsCRMserverandclickOK.
InstallorUpgradeMicrosoftDynamicsCRM4.0withaconfigurationfile
YoucancreateIFDsettingsintheconfigurationfile.Then,youcanusetheconfigurationfileduringtheMicrosoftDynamicsCRMinstallationorupgradetoenableIFD.
Thefollowingoptionsareavailableintheconfigurationfile:
∙<
/"
false"
ThisoptionshouldonlybeusedforInternet-facingdeployments.Setenabled="
tonotifyMicrosoftDynamicsCRMServerSetuptoconfigurethedeploymentforInternetaccess.Ifthe<
ifdsettings>
elementisnotspecified,theenabledattributevalueissettofalse.
internalnetworkaddress>
IPNetworkAddress-SubjectMask<
/internalnetworkaddress>
IPaddressandsubnetmask,suchas157.56.137.105-255.255.255.0.ThisistheinternalIPaddressandtheassociatedsubnetmaskofthesubnetwhereyourinternalusersreside.ThesubnetsyouenterherewillbeforthecomputersthatyouwanttobeconsideredasinternalandyoudonotwanttheuserstologinthroughtheIFDenvironmentwhentheyareonthesesubnets.Toentermultiplesubnetsuseacommatoseparatethevaluesintheconfigurationfile
Ifyouleavethiselementblank,allcommunicationtotheMicrosoftDynamicsCRMserverwillbeconsideredasinternalanduserswilldefaulttowindowsauthenticationwhenhittingtheMicrosoftDynamicsCRMwebsite.
rootdomainscheme>
https/http<
/rootdomainscheme>
Mustbehttps,whichwillusesecuresocketslay
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