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Implementing Microsoft CRM with SQL2000, SBA, IIS/Exchange, LCS

Hi,

Can some one please help me with the following.  I am trying to implement Microsoft CRM to work with SQL, IIS (have installed SMTP service), Microsoft Business Accounting/Financial. I have successfully installed Microsoft SQL Server 2000 Enterprise and the SQL Server and Agent services are running.  But when installing Microsoft CRM Server 3.0, it gave me the following warning and error results and the Next> button is greyed out so I cannot complete the install.  Here are the warning and errors:

Microsoft SQL Server:
- Setup was unable to verify that SQL Server Agent (SQLSERVERAGENT) was running.
- [DBNETLIB][ConnectionOpen (Connect()).]SQL Server does not exist or access denied.

Microsoft SQL Server Reporting Services:
- The Web site for installing SQL Server Reporting Services 'Default Web Site' already contains Reports or ReportServer virtual directories.
- [DBNETLIB][ConnectionOpen (Connect()).]SQL Server does not exist or access denied.

I am new to this CRM thing and pretty much stuck at this point.  Please advise the neccessary steps in order to get it going so we could move on to start using it.

Thanks,
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impire
Asked:
impire
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1 Solution
 
ewildeCommented:
did you see those services in "started" status the services window?
maybe you didn't insert the correct server's computer name.
do you try to install Microsoft CRM on the same compouter that is running SQL Server? if yes, the server computer name should be "(local)".
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impireAuthor Commented:
Thanks ewilde, for the response.
1) Yes, I see the "started" status on both SQL Server and SQL Server Agent services.
2) Where do I insert the server's Computer Name?  My computer name in this case is computer1.
3) Yes.  I install CRM and SQL on the same Windows 2003 Enterprise server (domain controller) with active directory.   What server computer name are you refering to as "(local)" and is this "local" with with the "()"?

Btw, to be specific, when first installing CRM, it asked to:
1) Specify the organization name for this CRM server so I gave it any name.  
2) Select the website: I left it as Default Web Site.
3) Specify the SQL server to use and wether to use new or existing databases:
(a) SQL server: Is this where I put in (local)?  Previously, I entered in the sqltest as my newly created SQL database.
(b) Select database option: I used the default "Create new database" vs "Connect to existing database - Microsoft CRM & Microsoft CRM metabase"
4) Specify Reporting Services Server: I left it with "Install new Reporting Services server" w/o marking the check box for "Use SSL".
5) Specify Exchange Server Settings: I didn't install Exchange but IIS & SMTP only.  What do I need to insert here for "Incoming Exchange Server Name"?  For now, I left it blank with the default radio button for "Outgoing SMTP server - Use the default SMTP server settings."

*** After doing the #1-#5 above, it still return with these warning/errors:
Microsoft SQL Server:
- Setup was unable to verify that SQL Server Agent (SQLSERVERAGENT) was running.
- [DBNETLIB][ConnectionOpen (Connect()).]SQL Server does not exist or access denied.

Microsoft SQL Server Reporting Services:
- The Web site for installing SQL Server Reporting Services 'Default Web Site' already contains Reports or ReportServer virtual directories.
- [DBNETLIB][ConnectionOpen (Connect()).]SQL Server does not exist or access denied.

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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Did you install the SQL Reporting Services prior to installing CRM?  If not, you need to.

http://www.microsoft.com/dynamics/crm/using/deploy/clusteringmscrmservers.mspx

Jeff
TechSoEasy
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impireAuthor Commented:
Hi,

I reinstall the entire server using Windows 2003 Server R2 OS, SQL Server 2005 but when started to install CRM3.0, it was successfully installed the Microsoft XML Core Services (MSXML) 4.0, version initiated: 4.20.9818 then failed installing the MSXML 4.0 Hotfix (status: installation failed; Message: Fatal error duing installation).  I have downloaded and installed the MSXML 4.0 SP2 w/o any problem but when trying the CRM installation again, I still receive the hotfix failed message above.  I am stuck at this point.  Please advise!  Thanks!
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
If CRM failed during the installation you cannot just restart installing.  You need to fully uninstall CRM 3.0, then make sure your prerequisites are there and then you can install.  

You should be following the CRM Implementation Guide:
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en

Jeff
TechSoEasy
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impireAuthor Commented:
Thanks Jeff.  But this is just the initial setup of CRM3.0 and it already gave me the fatal error during installation.  This is exactly what I did.
1) Start the CRM installation (Run the SetupServer.exe)
2) Insert the product license number.
3) Accept the License Agreement.
4) At the CRM Server Setup window, it displayed the component: MSXML 4.0 Hotfix, Status: Missing, Message: Minimum version required 4.20.9828.  I then click on the Install button.
5) I waited a few seconds then received the error (failed installing the MSXML 4.0 Hotfix (status: installation failed; Message: Fatal error duing installation)

What did I do wrong?  Am I missing something?

I have also double-checked and the following has installed:

Microsoft 2003 Server R2 is installed and updated to the latest SP
Microsoft SQL Server 2005 and SP1 is installed
IIS is installed and the services is started
SMTP service is installed and started
Windows Indexing Service is started
Microsoft Messaging Queing Service is installed Message Queing Server is started
MSXML 4.0 SP2 Parser and SDK is installed (it's in the Add/Remove Programs)
Microsoft SQL 2005 Server and Agent is started
Microsoft .NET Framework 1.1 and 2.0 (x64) are installed

The only thing I didn't yet install is Microsoft Exchange Server.  Thx.

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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
On the last screen of the CRM Install Wizard there is a path to the CRM Install Log.  This should provide you with important information about what is actually failing.  Please post the last few lines of that log which contain either "Error" or "Failed".

I'm thinking you don't want .NET 2.0 installed and your .NET 1.1 should be installed from the CRM disk.

Jeff
TechSoEasy
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impireAuthor Commented:
Okay, I got the installation going but is stopped with errors.  Please see log below.  Instead of SQL2005, I installed SQL2000 and then service pack 4.  I  don't need to install service pack 2 and 3 for the SQL2000 before going to service pack 4 right?  Also, instead of using Exchange, I installed SmarterMail in instead.  Not sure if that makes any different.

02:28:41|  Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Timeout expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.
   at System.Data.SqlClient.ConnectionPool.CreateConnection()
   at System.Data.SqlClient.ConnectionPool.UserCreateRequest()
   at System.Data.SqlClient.ConnectionPool.GetConnection(Boolean& isInTransaction)
   at System.Data.SqlClient.SqlConnectionPoolManager.GetPooledConnection(SqlConnectionString options, Boolean& isInTransaction)
   at System.Data.SqlClient.SqlConnection.Open()
   at Microsoft.Crm.CrmDbConnection.Open()
   at Microsoft.Crm.Setup.DiffBuilder.InstallStoredProcedures(String targetType, String databaseName, String pathToCatalog)
   --- End of inner exception stack trace ---
   at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess)
   at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
   at System.RuntimeType.InvokeMember(String name, BindingFlags invokeAttr, Binder binder, Object target, Object[] args, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParameters)
   at Microsoft.Crm.Setup.DatabaseInstaller.DllMethodAction.Execute()
   at Microsoft.Crm.Setup.DatabaseInstaller.DatabaseInstaller.Install(Int32 languageCode, String file, Boolean upgrade)
   at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters)
   at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo)
   --- End of inner exception stack trace ---
   at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo)
   at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver)
   at Microsoft.Crm.Setup.Server.DatabaseInstaller.Install(IDictionary stateSaver)
   at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver)
   at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver)
   at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data)
   at Microsoft.Crm.Setup.Server.ServerSetup.Run()
02:28:41|   Info| Microsoft CRM 3.0 Server Setup Failed.
02:28:41|   Info| Microsoft CRM 3.0 Server Setup Setup did not complete successfully.

Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed.
Exception has been thrown by the target of an invocation.
Timeout expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.

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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Well, you don't need to install previous service packs for SQL 2000, they're cumulative.  But if you've reverted back to SQL2000, then you should also uninstall .NET 2.0 if you don't need it for anything else.

Then... Microsoft CRM needs Exchange.  SmarterMail is not gonna work.

Jeff
TechSoEasy
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impireAuthor Commented:
Thank you.  Any idea why I got this error message?

02:28:41|   Info| Microsoft CRM 3.0 Server Setup Failed.
02:28:41|   Info| Microsoft CRM 3.0 Server Setup Setup did not complete successfully.

Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed.
Exception has been thrown by the target of an invocation.
Timeout expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Having CRM, SQL and Exchange (and in this case it may be SmarterMail that's causing it) all on the same server is not allowed unless you are installing the Small Business Edition.  Furthermore, it's recommended that you DON'T install CRM with either SQL or Exchange on the same box.

http://www.microsoft.com/dynamics/crm/product/systemrequirements.mspx

So, since I've never done that, I can't provide more info on what you should do other than to follow the recommended guidelines.  Because I know that those work.

Jeff
TechSoEasy
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impireAuthor Commented:
Dear Jeff,

Thanks very much.  I forgot to tell you that I changed course and actually installed everything separately.  I installed CRM, SQL, Exchange, Domain Controller and Back up Domain Controller (AD1 and AD2), all on separate Virtual Machine instance under VMWARE.  Believe it or not I was so frustrated and stayed up all night reading the entire implementation guideline, chapter by chapter and did everything EXACTLY as indicated.  At this point, I am wondering if I should really install them separately on different physical servers rather than via VMWare Virtual Machine instances.  I am about to give up on Microsoft CRM and go for a different solution like SugarCRM.  I am just really concerned that if Microsoft CRM is this temperamental when it come to setting up, how will me and my staffs be able to handle it when it breaks.  I hear people have it up and running and afraid to even touch it with a 10 foot pole.
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Well, I've got a few Microsoft CRM installs and while they were a bear to install they have been running flawlessly ever since.

If you are going to use virtual servers, which I think is totally fine, I wonder why you would use VMWare instead of Microsoft Virtual Server 2005 R2 (which is free and is designed to work best with virtual instances of Server 2003).  You just need to make sure you have enough RAM to handle it... which will require that you probably have either Server 2003 Enterprise or 64bit Standard as the Host Operating System so you can get beyond 4GB of RAM.

There are certain issues with putting your domain controllers on Virtual Machines and you should review that at the MS Virtualization Site: http://www.microsoft.com/windowsserversystem/virtualserver/techinfo/default.mspx

Jeff
TechSoEasy
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impireAuthor Commented:
Hi Jeff,

Thanks for the quick reply.  It is comforting to know that once CRM is up and running, it will be okay.  I love the UI, but dread the technical aspect of installing it :)  I got SugarCRM up and running in less than 10 minutes.  However, I wanted the Microsoft CRM for it's integration abilities with Microsoft Great Plains and Small Business Accounting 2006.  This has been a real issue for companies who want to implement CRM.  The main question they always asked were "how well will my CRM integrate with my accounting".

Good question, not sure why I used VMWARE.  I guess it has been around and I heard bad things about MS Virtual Server being new and maturity level is also low.  Also, VMWARE claimed they could support Linux and FreeBSD on the same box, which is false.  But I will give it a shot with MS VS.  Good thing you brought up the host OS.  I am running on standard 2003 and know I should have Enterprise instead.  I did tried the X64 which is the Windows 2003 R2 and it was a real nightmare.  CRM didn't want to be install on it and had weird problems.  VMware does not work with it.

Straight ahead, I will sail into the storm to get these servers up and running.
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Um, FYI, there is no formal integration with SBA.  SBA only integrates with Business Contact Manager (which is a free add-on to Outlook in the Office SBE or Pro versions.  

This has been a strong issue of mine.  I've experimented some with integrating it manually... THEN I downloaded the beta for Office 2007 a couple of days ago --- along with Business Contact Manager 2007 which is much improved over the current version. So, it all depends on your needs and use.

Jeff
TechSoEasy
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
Oh, and Virtual Server 2005 WILL now support Linux.  There are a number of different additions that it has to support various flavors.

Jeff
TechSoEasy
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impireAuthor Commented:
Hey Jeff,

I finally have the time to get back to this project.  Hey, hey, hey I got CRM up and running!  The prior problems were due to combination of hardware and VMWare Beta issues.  I had no problem since changing to new servers and using the latest VMware version as of 06/10/06.  I have installed SQL 2005, and CRM on separate servers.  I've tried MS Virtual Server but it couldn't work with FreeBSD.  Therefore, I had to go back to VMWare.

By the way, you are right.  In order to fully enjoy the benefit of email integration into CRM, I have to use Exchange.  That's kind of sucks because I would rather use SmarterMail.

Here's a silly question, how do you log out of CRM and login as a different user via the browser.  It seems that every time I logged in, it keep remember me as the previous user.  I've tried disabling the option "enable integration with Windows Authentication" in the browser, that didn't help.

I have other questions, but I will post it as a separate thread
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
I'm surprised that you couldn't get FreeBSD to work.  Although it's not officially supported it should install fine.  I've got RHEL 3.0 running on mine... but that's now an officially supported OS for VS.  I did a quick search and did find that some are using FreeBSD on it:  http://blogs.msdn.com/tims/archive/2003/10/08/57386.aspx

But if VMWare is working for you then that should be fine.  I just prefer to use a windows native product if my host system is windows as well.

As for the login issue, this is from a Newsgroup post:

"On the internet explorer option go to "security" pick "local intranet" and
press custom level. In the "Security Settings" window go to end of the window
and pick: "Prompt for user name and password".
Each time you will be entering into crm by IE widnows ask you for login and
password"

Jeff
TechSoEasy
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impireAuthor Commented:
Hi Jeff,

You are a genius.  The security settings seem to do the trick.  However, I have another problem.  When accessing via the actual server name, example: http://crm:5555 it works fine.  But when we tried to access via IP address, example: 192.1.1.10, the screen would flash really quick with some wording, then dissappeared.  It was too fast to read the content of the screen message.  I have seen this problem before but not sure how our vendor fixed it.  Any idea?

I am actually considering using XenSource as the virtualization.  They claimed to utilize only 1% resource versus the 30% resources gulped up by MS VS and VMWare.  However, this claim have not been validated.  Thank you for the suggestion with the MS VS, I haven't given up on it yet and will give it another sort.  I agree that a windows native product would be best.

Thanks a million.
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impireAuthor Commented:
By the way Jeff, the thread you've found were actually for Virtual PC.  I've tried installing FreeBSD 6.1 on VS and it didn't work.
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impireAuthor Commented:
Nevermind on the accessing via IP address issue.  I found out it was a pop-up blocking issue within IE browser.  I resolved with two resolutions:  1) to access using http://x.x.x.x.:5555/loader.aspx or 2) Disable pop-up blocking via IE.  Unless you could recommend otherwise, that seems to do the trick.
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Jeffrey Kane - TechSoEasyPrincipal ConsultantCommented:
No, the pop-up blocker is always the problem with that issue.

And, just FYI, ss far as I know, there is nothing technically different between Virtual PC and Virtual Server that would make it not work.  Were you using Virtual Server R2, SP1?

Jeff
TechSoEasy
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impireAuthor Commented:
Hi Jeff,

Yes I were using Virtual Server R2, SP1.  I installed FreeBSD, it was fine.  Then upon rebooting it just go to a blank screen.  I read somewhere that the FreeBSD 6.1 have the same problem with VMWARE with the clock speed setting in the config file.   I have to find that article again.

Anyway, I will close out this ticket and create another one for my other questions.
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