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Microsoft Dynamics crm planning Guide


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Planning Deployment


The deployment architecture you will use depends on your business needs. This chapter gives guidelines for planning a Microsoft Dynamics CRM deployment on three representative computer system architectures: a single-computer server deployment based on Microsoft Windows Small Business Server 2003 R2, a two-server deployment, and multiple-server deployments involving a minimum of six servers. These deployments are discussed in detail in the "Supported configurations" section of this chapter.

Use this chapter as a reference if you have no existing Windows Server infrastructure, and you are planning a new Microsoft Dynamics CRM deployment.

If most or all the Windows Server infrastructure already exists, we recommend that you read this chapter to make sure that your current infrastructure meets the prerequisites for a successful Microsoft Dynamics CRM deployment.

In This Chapter


Planning deployment prerequisites 43

Active Directory considerations 44

SQL Server installation and configuration 45

Planning requirements for Microsoft SQL Server Reporting Services 50

Planning e-mail integration 52

Operating system and software component security considerations 58

Security considerations for Microsoft Dynamics CRM 60

Supported configurations 64

Upgrading from Microsoft Dynamics CRM 3.0 71



Planning deployment prerequisites


This section has lists of what you must have before you install Microsoft Dynamics CRM, such as needed hardware and software. Use this section for preparing your network and to make sure that all requirements are satisfied before you run Microsoft Dynamics CRM Setup.

In this chapter, the following topics are discussed:



  • Hardware and software requirements. A brief overview of the computer hardware and software requirements, and where you can find more information about the requirements.

  • Active Directory considerations. Supported Active Directory forest and domain modes.

  • SQL Server and SQL Server Reporting Services installation and configuration. A summary of how Microsoft SQL Server and SQL Server Reporting Services must be deployed and configured to install Microsoft Dynamics CRM.

  • Planning Exchange Server or POP3. A summary of how Microsoft Exchange Server or a POP3-compliant e-mail server must be deployed to install and use the E-mail Router to send and receive Microsoft Dynamics CRM e-mail messages.

  • Security considerations. Information about how you can make the Microsoft Dynamics CRM system more secure.

  • Supported configurations. The supported network, domain, and server configurations for Microsoft Dynamics CRM.

  • Upgrading from Microsoft Dynamics CRM 3.0. How Microsoft Dynamics CRM 4.0 upgrades your current system and what happens to items such as existing reports and customizations.



Hardware requirements


Depending on how you plan to deploy the system, as a single-server solution, a multiple-server solution, or a clustered solution, the computer hardware that Microsoft Dynamics CRM 4.0 and components will run on is important for acceptable application performance.

There are many factors that you must consider that can affect the hardware requirements. They include the following:



  • Number of users the Microsoft Dynamics CRM implementation will support and the way the application will be used, such as for intensive reporting.

  • Number of servers and how they are configured.

  • Microsoft SQL Server performance and availability.

  • Integration of Microsoft Dynamics CRM with the Exchange or POP3 e-mail servers.

  • Performance of your servers and the local area network (LAN).

For a list of the suggested hardware requirements, see "System Requirements and Required Components" in this guide.

Software requirements


Before you install Microsoft Dynamics CRM, there are several operating system, application, and software components that must be installed, configured, and running. Some of these operating system and software components include Windows Server, SQL Server, SQL Server Reporting Services, and Microsoft .NET Framework 3.0.

For a complete list of the software requirements, see "System Requirements and Required Components" in this guide.


Active Directory considerations


Active Directory is a component of the Windows Server 2003 and Windows Server 2008 operating systems. Active Directory provides a directory and security structure for network applications such as Microsoft Dynamics CRM.

As with most applications that rely on a directory service, Microsoft Dynamics CRM has dependencies that are important for operation, such as use of Active Directory to store user and group information and to create application security.

Microsoft Dynamics CRM 4.0 can only be installed on a Windows Server that is a domain member or, if you are installing on Microsoft Small Business Server, a domain controller. The domain where the server is located must be running in one of the following Active Directory modes:


  • Windows 2000 Mixed Mode

  • Windows 2000 Native

  • Windows Server 2003 Native

  • Windows Server 2003 Interim

  • All Windows Server 2008 Modes

All Active Directory forest modes are supported. For more information about Active Directory domain and forest modes, see How to raise domain and forest functional levels in Windows Server 2003 (http://go.microsoft.com/fwlink/?linkid=52205).

For more information about Active Directory, see the following resources:



Topic

Link

Architecture

Active Directory Architecture (http://go.microsoft.com/fwlink/?linkid=51956)

Planning an Active Directory Deployment Project

Overview of Planning an Active Directory Deployment Project (http://go.microsoft.com/fwlink/?linkid=88219)

Active Directory Site Design

Designing the Site Topology (http://go.microsoft.com/fwlink/?linkid=88203)

Domain Controller Roles

FSMO placement and optimization on Active Directory domain controllers (http://go.microsoft.com/fwlink/?linkid=88220)

Windows 2000 Upgrade

Upgrading from Windows 2000 Domains to Windows Server 2003 Domains (http://go.microsoft.com/fwlink/?linkid=92513)



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