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mscrm布署 微软crm的应用技术文档.docx
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mscrm布署 微软crm的应用技术文档.docx
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MICROSOFT
How to configure an Internet-Facing Deployment for
Microsoft Dynamics CRM 4.0
2/9/2009
This document is intended to cover how to set up the Microsoft Dynamics CRM 4.0 Web site to make it
available from the Internet. This document will cover the following Internet-Facing Deployment (IFD)
scenarios for Microsoft Dynamics CRM 4.0.
� Install or Upgrade Microsoft Dynamics CRM 4.0 through the user interface (UI) setup
� Install or Upgrade Microsoft Dynamics CRM 4.0 with a configuration file
Table of Contents
Overview.......................................................................................................................................................3
Using a configuration file or the “CRM40IFDTool” ...................................................................................3
Setup test DNS record ..............................................................................................................................4
Microsoft Dynamics CRM Data Connector for SQL Server Reporting Services.........................................5
Scenario 1: Install or Upgrade Microsoft Dynamics CRM 4.0 through the user interface (UI) setup ...........5
Scenario 2: Install or Upgrade Microsoft Dynamics CRM 4.0 with a configuration file................................6
How to use the CRM40IFDTool.....................................................................................................................9
Steps to run the tool.................................................................................................................................9
More Information...................................................................................................................................12
ISA Server............................................................................................................................................12
Turn off IFD.........................................................................................................................................12
Log File................................................................................................................................................12
Installing CRM with IFD enabled against an existing website with Host headers or a Certificate
enabled on the website. .....................................................................................................................13
Splitting Out Server Roles ...................................................................................................................14
Troubleshooting Information .....................................................................................................................16
FAQ .............................................................................................................................................................18
Send Feedback on the article .....................................................................................................................24
How to configure an Internet-Facing Deployment for
Microsoft Dynamics CRM 4.0
This document will cover the following Internet-Facing Deployment (IFD) scenarios for Microsoft
Dynamics CRM 4.0.
� Install or Upgrade Microsoft Dynamics CRM 4.0 through the user interface (UI) setup
� Install or Upgrade Microsoft Dynamics CRM 4.0 with a configuration file
This document is intended to cover how to set up Microsoft Dynamics CRM 4.0 to make it ready to be
accessed from the Internet. This document will not cover the steps that you must complete to make a
server available from the Internet. There will be additional steps depending on if you are using ISA
server, firewalls or anything else in your environment that may need to be configured to get your server
accessible from the internet.
Overview
Using a configuration file or the “CRM40IFDTool”
To successfully set up a Microsoft Dynamics CRM 4.0 IFD environment, there are several items that must
be set for authentication to work correctly. These options are set when you install Microsoft Dynamics
CRM 4.0 by using a configuration file or by using the “CRM40IFDTool” after Microsoft Dynamics CRM is
installed to enable IFD.
Enabling IFD does the following:
� The web.config file contains an authentication strategy parameter. This parameter will be
updated to “ServiceProviderLicenseAgreement”
For example, you would see the following parameter in the web.config file:
<authentication strategy =”ServiceProviderLicenseAgreement”/>
� The Enable anonymous access authentication method on the Microsoft Dynamics CRM 4.0 Web
site is marked.
Note: The Integrated Windows authentication method must remain marked for internal users
who do not access the Microsoft Dynamics CRM Web site by using the IFD deployment.
� The DeploymentProperties table in the MSCRM_Config SQL database has three values that are
updated.
o IfdRootDomainScheme
▪ http or https
o IfdSdkRootDomain
▪ Domain.com
o IfdWebApplicationRootDomain
▪ Domain.com
� The IfdInternalNetworkAddress registry key on the Microsoft Dynamics CRM server is updated.
This registry key determines whether the user is logging into the Microsoft Dynamics CRM Web
site from the Internet or Intranet. This registry value then determines whether the user uses
CRM ticket authentication (Internet) or Integrated Windows authentication (Intranet).
o The IfdInternalNetworkAddress registry key is located here:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
o This key holds an example of an ip address and the subnet of the domain. For example,
the key may hold the following ip address and subnet value:
▪ 192.220.100.96-255.255.255.0
o If you have more than 1 subnet, you can add multiple values to the registry key.
Note: The values must be separated by a comma.
▪ 192.220.100.1-255.255.255.0, 192.220.64.1-255.255.252.0
� Key encryption will be enabled.
o For a user to log on to the Microsoft Dynamics CRM Web site with the CRM Ticket
Authentication, the CRMTicketKey must to be enabled. Without a ticket the
authentication will fail.
o The key encryption is enabled by setting the <ifdsettings enabled="true"> option in the
configuration file when you install or upgrade to Microsoft Dynamics CRM 4.0. You can
also use the “CRM40IFDTool” to enable the key encryption after the install or upgrade.
Setup test DNS record
After you have completed the installation or upgrade by using a configuration file or the
“CRM40IFDTool,” you must set up a DNS record for each organization that will be accessed externally
from the Internet. Setting up the DNS record enables the Web site to correctly resolve externally.
� When Microsoft Dynamics CRM 4.0 is installed, or when you create a new organization, you
provide a Display Name and a Name for each organization. The Name field is a unique name
that must be less than 30 characters and cannot contain spaces or other special characters. This
Name is used in the URL address when you open the Microsoft Dynamics CRM Web site. The
DNS host record that needs to be setup is for the Name of each organization you need to access
through IFD.
o For example, assume the Display Name value is Microsoft CRM and the Name value is
Microsoft. To open the Microsoft Dynamics CRM Web site for an IDF deployment, the
URL address would be https://microsoft.domain.com. You would need to create a DNS
host record called Microsoft.
Note: This example assumes the DNS records are set up to correctly resolve this URL
address externally.
Microsoft Dynamics CRM Data Connector for SQL Server Reporting Services
You must install the Microsoft Dynamics CRM Data Connector for SQL Server Reporting Services on the
Microsoft SQL Server Report Server if users will run Microsoft Dynamics CRM reports when accessing
Microsoft Dynamics CRM over IDF.
Note: Microsoft SQL 2005 Workgroup Edition does not support custom data extensions for SQL Server
Reporting Services. Therefore, the Microsoft Dynamics CRM Data Connector for SQL Server Reporting
Services will not work when installed on the Microsoft SQL 2005 Workgroup Edition.
For more information, see the following Microsoft Knowledgebase (KB) article:
http://support.microsoft.com/kb/946753
Scenario 1: Install or Upgrade Microsoft Dynamics CRM 4.0 through the
user interface (UI) setup
There are no options to enable the Microsoft Dynamics CRM 4.0 IDF deployment in the Setup Wizard.
Therefore the CRM40IFDTool must be used to enable IFD after Microsoft Dynamics CRM 4.0 is installed.
In this example CRM has been installed or upgraded to CRM 4.0 and our unique Organization Name is
called Microsoft
Post Installation Tasks for Scenario 1:
1. Run the ‘CRM40IFDTool’ to enable the IFD environment. This tool is available for download in
the following Microsoft KB article: http://support.microsoft.com/kb/948779 For information on
how to run the ‘CRM40IFDTool’ see the ‘How to use the Microsoft Dynamics CRM Internet
Facing Deployment Configuration Tool’ section in this document.
2. Create a Host or Alias record in DNS for each Microsoft Dynamics CRM organization that will be
accessed externally on the Internet. For the URL address to resolve correctly, you must create a
DNS Host or Alias record for the for the unique organization name in Microsoft Dynamics CRM.
For example: https:// Microsoft.domain.com would need a DNS host or alias record called
Microsoft.
a. To create a DNS host or alias record follow these steps:
b. On your DNS server click Start, click Run and type in dnsmgmt.msc
c. Expand Forward Lookup Zones and right click your domain.com folder and choose New
Host (A) or New Alias (CNAME)
d. In the Name field or Alias name field type the unique organization name you specified
when setting up CRM.
Note: If you do not know the unique name you can check this in Deployment Manager
on the Microsoft Dynamics CRM Server by selecting the Organizations node and then
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