Setting up Microsoft Dynamics CRM 2011 on Windows Server 2012 R2

I had a requirement to install Microsoft Dynamics 2011 onto a new server containing Microsoft Windows Server 2012 R2 for a Live Deployment, after developing using CRM on a Windows 2008 R2 server.  When the install wouldn’t work, it was then that I realised that 2011 is not officially support on Windows Server 2012.  That was an unpleasant surprise.  After doing some research, I found the required information to get it to work, and I have tried to describe the steps below for future reference.

 Step 1 – Windows Server 2012 R2

After installing the Server itself, and making sure its fully updated, you will want to make sure to add the following roles:

  • File and Storage Services
  • Web Server (IIS)
  • NET Framework 3.5 Features
  • NET Framework 4.5 Features
  • Windows Search Service
  • Windows Identify Framework

Step 2 – Retrieve the required files

As you will be unable to use your ISO or CD of Microsoft Dynamics to install, you will need to download the latest setup files from Microsoft.

Download the latest Microsoft Dynamics CRM 2011 Server setup file

Go to http://www.microsoft.com/en-us/download/details.aspx?id=27822 to download the latest Microsoft Dynamics CRM Server setup file. This also contains the appropriate SSRS Data Connector Setup File.

Download the latest Microsoft Dynamics CRM 2011 E-mail Router setup file

Go to http://www.microsoft.com/en-us/download/details.aspx?id=27818 to download the latest Microsoft Dynamics CRM E-mail Router setup file.

Download the Microsoft Dynamic CRM 2011 Self-Healing Setup (SHS)

Go to Microsoft Update Catalog http://catalog.update.microsoft.com/v7/site/Search.aspx?q=crm%20setup and then download the appropriate Setup Patches.  Instructions on what to do with these are further below.

Download the Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1

Go to http://www.microsoft.com/en-ie/download/details.aspx?id=36771 and then download the appropriate Setup file.

Download the Microsoft Online Services Sign-In Assistant

Go to http://www.microsoft.com/en-gb/download/details.aspx?id=28177 and then download the appropriate Setup file.

Download the Windows Live ID Sign-in Assistant 6.5

Go to http://www.microsoft.com/en-gb/download/details.aspx?id=15106 and then download the appropriate Setup file.

Download the Update Rollup 17 for Microsoft Dynamics CRM 2011

Go to http://www.microsoft.com/en-us/download/details.aspx?id=42672 to download Update Rollup 17 (or if there is a later version, then download that).

Step 3 – Configure your CRM Setup

  • Extract your main CRM setup files to a folder on your server’s hard disk, but don’t run it yet. For example, extract it to d:\setup
  • Run and extract the Self-Healing Setup file for the Server setup. Within the resulting folder you will see lots of similar files :
    svr2012scr1
  • Find the file for your language (English is 1033, so the file you need is en-server_kb2434455_amd64_1033_xxxxxxxxxxxxx.cab) and double click the file. Copy the file contained (extension msp) into the same folder that your CRM setup files are (so d:\setup). You could also remove all the extra characters from the end of the file if you wish.
  • Create a custom setup file called config.xml and place it in the same setup folder. The contents of the file are below :
    <CRMSetup>
    <Server>
    <Patch update="true">d:\setup\Server_KB2434455_amd64_1033.msp</Patch>
    </Server>
    </CRMSetup>
    

 

Step 4 – Run the setup

You can now run the setup from a command line by doing typing the following into a command prompt:

SetupServer.exe /config d:\setup\config.xml

This should then start the normal CRM installation routine. The checking for update step should show “Setup has finished downloading the update” to confirm that the setup has picked the SHS up correctly from the config file. After this, you can install CRM as normal.

Once it has fully installed, you must then run the appropriate latest update rollup to make sure your CRM instance is fully patched and compatible.

 Step 5 – Setup SSRS Data Connector for CRM 2011

I found that installing the SSRS was less problematic. I was installing to a separate Reporting Services Server, and I had setup an appropriate config file to incorporate the relevant SHS file into the setup procedure, but I couldn’t get the main setup to run.  It turned out that I was able to just install the SSRS Data Connector without any issue by default.

After its installed, make sure you run the Update Rollup 17.

 Step 6 – Setup the Email Router for Dynamics CRM 2011

 

The setup for the email router also did not require the SHS hack, but, there were other pre-requisites that I had to install before I could proceed. Once I found out what I had to install (the automatic download and install of the setup would not work) everything went smoothly.  Just install the following three components onto the server, and the Router setup should then work without any issue.

  • First, Install the Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1.
  • Then install the Microsoft Online Services Sign-In Assistant
  • And finally, install the Windows Live ID Sign-in Assistant 6.5

With these three components installed, the router installation was a breeze.

 

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