dynamics crm 2015 setup a demo virtual machine

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let’s get started: Step 1: First Install Windows 2012 R2 Standard Edition I’m using VMWare (but you could use HyperV, Virtual Box as well). Create a new Virtual Machine, assign 4GB RAM, 40 GB HDD, 1 CPU (it’s only a demo environment so these specs should be fine) Attach the Windows 2012 ISO and do a vanilla installation

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Page 1: Dynamics crm 2015  setup a demo virtual machine

let’s get started:

Step 1: First Install Windows 2012 R2 Standard Edition

I’m using VMWare (but you could use HyperV, Virtual Box as well).

• Create a new Virtual Machine, assign 4GB RAM, 40 GB HDD, 1 CPU (it’s only a demo environment so these specs should be fine)

• Attach the Windows 2012 ISO and do a vanilla installation

Page 2: Dynamics crm 2015  setup a demo virtual machine

Step 2: Run the Active Directory wizardCRM needs Active Directory, so run the Active directory wizard:

Figure: Configure Active Directory

• In Server Manager select Manage | Add Roles and Feature• Installation Type | Roles-based or Feature-based installation • Server Roles | Active Directory Domain Services• Select Add Features• Proceed through the wizard and then select Install• Once completed select Promote this server to a domain controller

Page 3: Dynamics crm 2015  setup a demo virtual machine

Figure: Promote Domain Controller

• Deployment Configuration | Add new forest and enter your Root domain name which is Demo.Local

• Select Windows Server 2012 R2 for forest and domain function level• Set Password for Directory Services Restore Mode• Click on Next, Install• Now sit back and wait, after a reboot you will be able to login in to the

domain

Note: It’s a good idea to have a static IP address on this machine, but it’s only a warning at this stage.

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Step 3, Windows Server Prerequisites• Indexing Service• IIS Admin• World Wide Web Publishing

Server Manager | Manage | Add Roles and Features

Server Roles: Application Server Web Server (IIS)

Features .Net Framework 3.5 Features .Net Framework 4.5 Features | ASP.NET 4.5

• Web Server Role (IIS) | Role Services: Application Development | ASP.NET 3.5 Application Development | ASP.NET 4.5

Install

Page 5: Dynamics crm 2015  setup a demo virtual machine

Step 4, Install SQL Server

I’ll be installing SQL Server 2014 Developer Edition with the following options:

Feature Selection:

• Database Engine Services• Full-Test and Semantic Extractions for Search• Reporting Services Native• Management Tools Basic

Management Tools – Complete

Step 5,Database Engine Configuration:• Select Mixed Mode (personal preference)• Specify SQL Server Administrators | select Add Current User

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Step 6 ,Reporting Services Native Mode:• Select Install Only

Install using all other defaults.

Step 7, Configure Reporting Services Native InstallRun SQL Server 2014 Reporting Services Configuration Manager and set-up the Native Reporting Services installation.This is should pretty much be a next, next, apply thing,Mine fired up straight away by just using the defaults:

Figure: Reporting Services Configuration Manager

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Figure: Reporting Services Home Page

Step 8, Now Install CRM 2015 finally..!!

Page 8: Dynamics crm 2015  setup a demo virtual machine

Figure: CRM Installation• Get Recommended Updates | select Get Updates (Which is optional)• Enter your license key• Accept the EULA• At this point you may have a bunch of missing required components, install them

(We will take a while, also you may need to reboot system)

Figure: Install Required Components• Select Default Installation Path• Specify Server Roles | Select All Options

Page 9: Dynamics crm 2015  setup a demo virtual machine

Figure: Server Roles• Specify Deployment Options | Enter SQL Server Hostname i.e.: CRM2014Demo• Select the Organizational Unit | Enter the Organizational Unit

At this point it’s probably a good idea to jump into Active Directory Users and Computers and create an OU for CRM

Page 10: Dynamics crm 2015  setup a demo virtual machine

Figure: Create CRM OU

Figure: Assign CRM OU

Page 11: Dynamics crm 2015  setup a demo virtual machine

• Specify Service Accounts, Now we’ll need to specify our service accounts for the various CRM Services, since we don’t have any accounts setup, we’ll end up jumping back and forth between Active Directory Users and Computers and the CRM Installation wizard, As this is a DEMO environment I’m going to use NETWORK SERVICE for the accounts.

Figure: Service Accounts

Page 12: Dynamics crm 2015  setup a demo virtual machine

• Select Website | Default Website

Page 13: Dynamics crm 2015  setup a demo virtual machine

STW Services LLP

Address: No. 404, Pentagon Tower 1, Slip Rd to Tower-3/4, Magarpatta City, Hadapsar, Pune, Maharashtra 411028

https://www.facebook.com/StwServicesLlp

https://twitter.com/stwservicesllp

http://www.stw-services.com/

www.stw-services.com

[email protected]

Page 14: Dynamics crm 2015  setup a demo virtual machine

Thank You