Installing MS CRM 3.0 Outlook Add-in on a Terminal server

Posted on 2006-04-13
Medium Priority
Last Modified: 2013-11-24
Running Windows 2003 Standard as my terminal server, CRM 3.0 is running on another server which is 2003 SBS.

CRM over the web works fine.

I am trying to get the Outlook CRM Add-in to work for each user that logs into the TS

I have followed MS guidelines here http://www.microsoft.com/downloads/details.aspx?FamilyID=cbad1af7-8fde-40f2-8df5-935a363f87d9&DisplayLang=en

I am able to only get the Add-in to work for the administrator (the user who i actually install the full program)

I have modified terminstall.cmd as it should be.

However, the install log shows the following for each user that I try to setup using the terminstall.cmd

============== Starting CRM For Outlook TS Configurator Thu 04/06/2006  04:06 PM ==================
Microsoft CRM 3.0 Client for Outlook is already installed
============== Ending CRM For Outlook TS Configurator Thu 04/06/2006  04:06 PM ==================

I have been unable to get past this point.

Any ideas?

Question by:Biziteks
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LVL 74

Expert Comment

by:Jeffrey Kane - TechSoEasy
ID: 16462344
Hi Biziteks,

You are logging on as a user to get the client to install for that particular user?  (having added the install to their login script?)

Have these users logged onto this Terminal Server before and have they Opened Outlook at least once?


Author Comment

ID: 16481187
Yes, I am logging onto to that indivual user w/ the install script added

And yes they have logged into Outlook at least once.
LVL 74

Expert Comment

by:Jeffrey Kane - TechSoEasy
ID: 16481442
Generally when you add a program to a Terminal Server it requires you to do so through Control Panel/add-remove programs.  Since I haven't installed the Outlook Client on a Terminal Server yet, I'd ask if that happened?  If not, you should uninstall it and reinstall via that method.


Author Comment

ID: 16481516
I installed Outlook Add-In in Install Mode which is what your referring to
LVL 74

Accepted Solution

Jeffrey Kane - TechSoEasy earned 2000 total points
ID: 16481870
I just realized what your initial question stated, "(the user who i actually install the full program) "

The Administrator account that installs the program is NOT a CRM user, and therefore cannot use the Outlook client.  

This is a quote from the CRM Implementation Guide:

The Microsoft CRM Server Setup program assigns an Administrator License to the installation user account. The Administrator License is new in Microsoft CRM 3.0 and has the following characteristics:
 *It is not included as one of the Client Accesses Licenses count.
 *By default, the installation user license is set up in Restricted Access Mode. This mode allows Microsoft CRM Server administrative privileges only, with no access to the Sales, Service, and Marketing functions.


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