Microsoft Dynamics CRM 4.0 – Installation Using the Command Prompt – XML Template

I have just recently conducted some Microsoft Dynamics CRM 4.0 installs using the command prompt. Yes that’s correct.  You can install Microsoft Dynamics CRM 4.0 by using the command prompt. The required setup information is provided to the installer via a XML configuration file that the Setup program references.

Couple of advantages of doing this is that you can speed up the install process and specify the Active Directory (AD) groups for the installer to use, rather than the installer creating the AD groups automatically. 

I had a customer requirement that the AD groups used by the Microsoft Dynamics CRM 4.0 system must adhere to the AD naming standards set by the customer. Therefore the 5 AD groups created by the installer by default called PrivUserGroup, SQLAccessGroup, UserGroup, ReportingGroup and PrivReportingGroup where not compliant.

The default XML template listed below is the template you should use when you begin to create you own customised installer template for your environment.  It can be found from the Microsoft TechNet site here: http://technet.microsoft.com/en-us/library/dd979388.aspx

Usage: /config [drive:] [[path] configfilename.xml]]
Example: ServerSetup.exe /config C:\CrmInstallConfig.xml

<CRMSetup>
<Server>
<Patch update=”true”>\\server\share\patchfile.msp</Patch>
<LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey>
<SqlServer>SQLServer</SqlServer>
<Database create=”true”/>
<Reporting URL=”
http://MyReportingServer/ReportServer”/>
<OrganizationCollation>Latin1_General_CI_AI</OrganizationCollation>
<basecurrency isocurrencycode=”USD” currencyname=”US Dollar” currencysymbol=”$” />
<Organization>Organization Display Name</Organization>
<OrganizationUniqueName>Organization_Name</OrganizationUniqueName>
<OU>OU=value,DC=subdomain,DC=subdomain,DC=subdomain,DC=com</OU>
<WebsiteUrl create=”true” port=”5555″> </WebsiteUrl>
<InstallDir>c:\Program Files\Microsoft Dynamics CRM</InstallDir>
<CrmServiceAccount type=”DomainUser”>
<ServiceAccountLogin>login</ServiceAccountLogin>
<ServiceAccountPassword>password</ServiceAccountPassword>
</CrmServiceAccount>
<SQM optin=”true”/>
<Email>
<IncomingExchangeServer name=”ExchangeServerName”/>
</Email>
</Server>
</CRMSetup>

What does each do? See this link for a description breakdown for the XML template shown above.

My notes on the template above:

  • This is for the CRM Server install only
  • You must supply a valid License Key
  • SQL Server and Reporting Service must be installed first
  • You should be able to resolve/view the reporting URL in the web browser from the machine you are running the installer from. Otherwise reporting will not work.
  • Make sure you set the base currency to the correct currency for your system. This cannot be changed (without hacking CRM) once the install is completed.
  • Set the correct Organization Name. Example: <Organization>Yellow Duck Guy</Organization> <OrganizationUniqueName>YellowDuckGuy</OrganizationUniqueName>
  • The OrganizationUniqueName must NOT be more than 30 characters!
  • <OU> XML node is NOT required if you install CRM with the extra XML nodes specifying the AD groups to use i.e. you have already created the AD groups.
  • CrmServiceAccount: You can use the type=”NetworkService” here as well.
  • SQM optin=”true” add’s your installation to the Customer Feedback Improvement Program – your decision on this. If false is set, then no information is sent to Microsoft.

Now if you want to specify your AD groups in the template, then your file will look something similar to this:

<CRMSetup>
<Server>
<Patch update=”true”>\\server\share\patchfile.msp</Patch>
<LicenseKey>XXXXX-XXXXX-XXXXX-XXXXX-XXXXX</LicenseKey>
<SqlServer>SQLServer</SqlServer>
<Database create=”true”/>
<Reporting URL=”
http://MyReportingServer/ReportServer”/>
<OrganizationCollation>Latin1_General_CI_AI</OrganizationCollation>
<basecurrency isocurrencycode=”USD” currencyname=”US Dollar” currencysymbol=”$” />
<Organization>Organization Display Name</Organization>
<OrganizationUniqueName>Organization_Name</OrganizationUniqueName>
<WebsiteUrl create=”true” port=”5555″> </WebsiteUrl>
<InstallDir>c:\Program Files\Microsoft Dynamics CRM</InstallDir>
<CrmServiceAccount type=”DomainUser”>
<ServiceAccountLogin>login</ServiceAccountLogin>
<ServiceAccountPassword>password</ServiceAccountPassword>
</CrmServiceAccount>
<SQM optin=”true”/>
<Email>
<IncomingExchangeServer name=”ExchangeServerName”/>
</Email>
<Groups AutoGroupManagementOff=”false”>
<PrivUserGroup>CN=<yourcommonnamegoeshere>,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></PrivUserGroup>
<SQLAccessGroup>CN=<yourcommonnamegoeshere>,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></SQLAccessGroup>
<UserGroup>CN=<yourcommonnamegoeshere>,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></UserGroup>
<ReportingGroup>CN=<yourcommonnamegoeshere>,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></ReportingGroup>
<PrivReportingGroup>CN=<yourcommonnamegoeshere>,OU=Company Name,OU=Company Name,DC=<domain>,DC=<domain_extension></PrivReportingGroup>
</Groups>
</Server>
</CRMSetup>

My notes on the template above:

  • <OU> node has been removed because we have specified the <Groups> XML element.
  • <yourcommonnamegoeshere> is where you should put your AD common name for the CRM Install to use. Note: the installer now no longer will create the 5 groups but use your specified AD groups. TIP: Use adsiedit on your active directory system to get the full AD Distinguished Name (DN). Once you have this for each AD group respectively, then paste the full DN between the XML nodes like <PrivUserGroup>PUT_YOUR_FULL_DISTINGISHED_NAME_HERE</PrivUserGroup>
  • AutoGroupManagementOff=”false” : when set to false, this means the installer will populate your AD groups you created with the correct members in that group automatically.
  • AD Groups must be set up as Security Group – Local Domain or Security Group – Universal.  Installer will NOT accept Security Group – Global
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