MicrosoftDynamicsCRMIGOperating.docx
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MicrosoftDynamicsCRMIGOperating.docx
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MicrosoftDynamicsCRMIGOperating
MicrosoftDynamicsCRMOperatingandMaintainingGuide
4.5.0
Copyright
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TableofContents
Copyright2
Overview3
OperatingMicrosoftDynamicsCRM5
OperatingMicrosoftDynamicsCRMServer5
DeterminewhereeachMicrosoftDynamicsCRMServerroleisinstalled5
SettheMicrosoftDynamicsCRMDeletionServicefrequency6
ChangetheCRMAppPoolserviceaccount6
Configureserviceprincipalnames(SPNs)6
MoveanorganizationdatabasetoadifferentinstanceofSQLServer6
MovetheMicrosoftDynamicsCRMdeployment8
OperatingMicrosoftDynamicsCRMforOutlook9
AutomaticallyupdateMicrosoftDynamicsCRMforOutlook9
ResetMicrosoftDynamicsCRMforOutlook13
MicrosoftDynamicsCRMUpdate13
RunMicrosoftDynamicsCRMUpdateatthecommandprompt13
SettingupthesystemtouseMicrosoftDynamicsCRMUpdate16
MonitoringandtroubleshootingMicrosoftDynamicsCRM16
EventViewer16
Platformtracing17
PerformanceCounters18
Optimizing31
MicrosoftDynamicsCRMServerknownissues31
MicrosoftDynamicsCRMServerdoesnotusetheSQLServermirroredinstance31
MicrosoftDynamicsCRMServerperformanceislessthanexpected32
OnlythelicensenodeappearsinDeploymentManager32
OrganizationdatabasedoesnotappearintheDeploymentManagerImportOrganizationWizard32
E-mailRoutertroubleshooting33
EventViewer33
Testaccessforusers,queues,andforwardmailboxes33
E-mailactivitiesarenolongertrackedcorrectlyafterExchangemailboxmove33
MicrosoftDynamicsCRMforOutlooktroubleshooting34
MicrosoftDynamicsCRMforOutlookdiagnostics34
MicrosoftDynamicsCRMforOutlookandWebapplicationtroubleshooting37
ClientscannotconnecttoMicrosoftDynamicsCRMServer37
MicrosoftDynamicsCRMe-mailactivitiesremaininapending-sendstateandarenotdelivered37
Applicationtime-outerrormessagereceivedwhenyouworkwithverylargemarketinglists37
MicrosoftDynamicsCRMforOutlookortheMicrosoftDynamicsCRMWebapplicationstartslowerthanexpectedwhenrunningonawindows64-bitcomputer38
MicrosoftDynamicsCRMreportingtroubleshooting38
Errorlogging38
Deploymentissues39
Time-outissues39
Troubleshootingconfigurationissues40
Troubleshootingreportingissues42
Hebrew-andArabic-languagesupportforthereportviewer44
Youreceiveerrormessagewhenyoutrytoprintareport44
BackingUptheMicrosoftDynamicsCRMSystem47
Backuprequirementssummary47
Selectingabackupmodel48
BackingupWindowsServer200348
BackingupActiveDirectory49
BackingupSQLServer,includingReportingServices49
BackingupExchangeServer2003andExchangeServer200751
BackingupMicrosoftDynamicsCRMServer51
FailureRecovery53
ScenarioA:
SQLServerfailure53
Scenario-Arecovery53
ScenarioB:
MicrosoftDynamicsCRMServerfailure54
Scenario-Brecovery54
ScenarioC:
ExchangeServerfailure54
Scenario-Crecovery54
ScenarioD:
ActiveDirectoryfailure55
Scenario-Drecovery55
MicrosoftDynamicsCRMforOutlookfailurerecovery55
Resources,Downloads,andInformation57
Supportandtraining57
Deploying,configuring,andoperating57
Extending58
Community,blogs,andotherresources58
Chapter1
Overview
ThisguideispartoftheMicrosoftDynamicsCRM4.0ImplementationGuide,whichconsistsofthefollowingthreedocuments:
∙PlanningGuide:
UsethistodeterminewhatyouhavetoplanforMicrosoftDynamicsCRM.Itincludescoverageinthefollowingareas:
Technical.Thesetopicsfocusonsupportedtopologies,systemrequirements,andtechnicalconsiderationstoaddressbeforeinstallation.
ImplementationMethodology.Learnaboutthebusinessmanagement,systemrequirements,andprojectmanagementaspectsthatareneededwhenyoudeployaMicrosoftDynamicsCRMsystem.Inaddition,thereareseveraldocumentsthatyoucanuseastoolstoplantheimplementationofMicrosoftDynamicsCRM.ThesetoolsareavailablefordownloadatMicrosoftDynamicsCRMPlanningTools(
∙InstallingGuide:
UsethisguidetolearnaboutwhatyouhavetoinstallMicrosoftDynamicsCRM,suchasstep-by-stepinstructionsforrunningSetup,command-lineinstallationinstructions,andguidanceabouthowtoremoveMicrosoftDynamicsCRM.
∙OperatingandMaintainingGuide:
Youcanreadthisguidetolearnhowtobackup,restore,andperformsystemrecoveryforMicrosoftDynamicsCRMdata.Also,thisguidehastroubleshootingstepsforknownissues.
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Chapter2
OperatingMicrosoftDynamicsCRM
OperatingMicrosoftDynamicsCRMincludesguaranteeingavailabilitybymonitoringserverstatusandperformance,makingbackups,planningforrecoveryfromdisasters,andongoingtroubleshooting.
InThisChapter
OperatingMicrosoftDynamicsCRMServer5
MovetheMicrosoftDynamicsCRMdeployment8
OperatingMicrosoftDynamicsCRMforOutlook8
MicrosoftDynamicsCRMUpdate13
SettingupthesystemtouseMicrosoftDynamicsCRMUpdate15
MonitoringandtroubleshootingMicrosoftDynamicsCRM16
MicrosoftDynamicsCRMServerknownissues31
E-mailRoutertroubleshooting33
MicrosoftDynamicsCRMforOutlooktroubleshooting34
MicrosoftDynamicsCRMforOutlookandWebapplicationtroubleshooting37
MicrosoftDynamicsCRMreportingtroubleshooting38
OperatingMicrosoftDynamicsCRMServer
ThissectiondescribeshowtoperformoperationstaskswithMicrosoftDynamicsCRMServer.
DeterminewhereeachMicrosoftDynamicsCRMServerroleisinstalled
MicrosoftDynamicsCRM4.0Enterpriseletsyouinstallserverrolestodifferentcomputersforadditionalperformanceandavailability.Noticethat,duringatypicalinstallationbyusingtheMicrosoftDynamicsCRMServerSetupWizard,allrolesareinstalledonthesamecomputer.
ØToviewserverroleinformation,followthesesteps:
1.OnthecomputerwhereDeploymentManagerisinstalled,clickStart,pointtoAllPrograms,pointtoMicrosoftDynamicsCRM4.0,andthenclickDeploymentManager.
2.ExpandServers,andthenclicktheserverthatyouwant.
ThelistofserverrolesisdisplayedintheRolescolumn.IfMicrosoftDynamicsCRMServerisinstalledonasinglecomputer,onlyoneserverwillappearinthelistwiththefollowingthreeserverroles:
FullServer,SQLServer,andSRSDataConnector.
Dependingonhowyouhavedeployedserverroles,thefollowingserverrolesmaybedisplayedondifferentserversinthelist:
PlatformServer,ApplicationServer,SRSDataConnector,AsynchronousService,DiscoveryService,SQLServer,DeploymentSDK,PlatformSDK,Webapplication,HelpContentServer,andDeploymentService.
SettheMicrosoftDynamicsCRMDeletionServicefrequency
FormostentitiesinMicrosoftDynamicsCRM,adeleteresultsinasoftdelete,wherebythecolumnDeletionStateCodevalueissetto2.Theserowsarefilteredoutfromallviews,butarenotphysicallydeletedfromthetableuntilthenextrunoftheDeletionService.
DeletionServiceisatypeofAsynchronousoperationthatisbasedonatableScaleGroupOrganizationMaintenanceJobsintheMSCRM_Configdatabase.Bydefault,theDeletionServicejobissettoonceaday,whichissufficientformostMicrosoftDynamicsCRMdeployments.However,ifyouwanttochangethefrequency,usetheScaleGroupJobEditortool(
Formoreinformation,seetheMicrosoftTechNetarticleAsynchronousProcessingService(
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