Archive for January, 2011

MS CRM Multiple Attachment Download Application

January 28, 2011


Microsoft Dynamics CRM 4.0 currently does not have a built in way for CRM Administrators to Export multiple attachments from the database and store it on a local directory on the Server or the local PC. This application allows you to do so.

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CRM 4 to CRM 2011 JavaScript Converter

January 26, 2011

Project Description
CRM 4 to CRM 2011 Javascript Converter helps convert scripts to the latest CRM 2011 Form scripting model. The converter uses an xml file that contains CRM4 and CRM5 nodes which allow the converter to find/replace specific instances of text. For further details please see the documentation area.

Usage
Simply paste your CRM 4 script into the left hand text area and click Convert.
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MS CRM – Skype Connector

January 24, 2011

Skype Addon for Microsoft Dynamics CRM allows to dial CRM Contacts, Lead and so on via Skype. It’s developed in ASP.NET and C#.

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Dynamics CRM 4.0 Recycle Bin

January 21, 2011

CRM 4.0 doesn’t support the undelete / restore function, once you delete the record, it marks it as deleted and delete it physically in the next sweep.

CRM supports Activate/ De-activate to cover this but I faced a requirements regarding this, having a recycle bin in CRM 4.0 for the deleted and still in the DB records, so we made this simple recycle page.

for more information: http://ahmedelnoby.blogspot.com/2010/12/crm-40-recycle-bin.html

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Update Rollup 15 for Microsoft Dynamics CRM 4.0

January 18, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 15 on Thursday, January 13, 2011.

The links below will take you to the necessary information about Update Rollup 15.

General details about Update Rollup 15

Update Rollup 15 is cumulative. However, the Update Rollup 15 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 15.

The Update Rollup 15 download contains updates for the 40 supported Language Packs. Prior to installing the Update Rollup 15 Language Pack, you must install the original Language Pack. If you have Language Packs installed, you should:

1. Download the Update Rollup 15 Language Pack

2. Install the Update Rollup 15 Language Pack

3. De-provision the Language Pack

4. Re-provision the Language Pack

  • Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting.
  • The Update Rollup 15 Client can be deployed before the server is upgraded to Update Rollup 15.
  • Steps to make the Update Rollup 15 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting. The Link and Patch IDs can be found in KB article 2449283.
  • Each update rollup could have fixes that require manual configuration. Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2449283.

Nullsoft Scriptable Install System

January 17, 2011

NSIS (Nullsoft Scriptable Install System) is a professional open source system to create Windows installers. It is designed to be as small and flexible as possible and is therefore very suitable for internet distribution.

Being a user’s first experience with your product, a stable and reliable installer is an important component of succesful software. With NSIS you can create such installers that are capable of doing everything that is needed to setup your software.

NSIS is script-based and allows you to create the logic to handle even the most complex installation tasks. Many plug-ins and scripts are already available: you can create web installers, communicate with Windows and other software components, install or update shared components and more.

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Umbraco – the simple, flexible and friendly ASP.NET CMS

January 14, 2011

More than 85.000 sites trust Umbraco
For the first time on the Microsoft platform a free user and developer friendly cms that makes it quick and easy to create websites – or a breeze to build complex web applications. umbraco got award-winning integration capabilities and supports your ASP.NET User and Custom Controls out of the box. It’s a developers dream and your users will love it too. Used by more than 85.000 active websites including http://daviscup.com, http://heinz.com, http://peugeot.com, http://www.hersheys.com/ and The Official ASP.NET website from Microsoft http://asp.net you can be sure that the technology is proven, stable and scales.
More info at http://umbraco.org

Adobe PDF IFilter Indexing with SharePoint 2010

January 10, 2011

This note explains how to enable PDF indexing using the Adobe IFilter version 9.0 in Microsoft SharePoint 2010. This note is adapted from the Adobe note explaining how to configure the 64 bit IFilter for SharePoint 2007 (see: http://www.adobe.com/special/acrobat/configuring_pdf_ifilter_for_ms_sharepoint_2007.pdf ).

Now add PDF as a file type:

  • Run Central Administration.
  • Click Manage service applications under “Application Management”:

  • Click the Search Service Application link in the list of applications.

  • Click File Types  under “Crawling” in the left navigation area:

  • Click New File Type.
  • Enter pdf for the “File Name Extension” and click OK.

  • Using Regedit on the server, navigate to

\\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office Server\14.0\Search\Setup\Filters

  •  Right-click the Filters  folder and select New Key. Enter “.pdf” for the key value.
  • Add the following values to this key:

<REG_SZ> Default = <value not set>
<REG_SZ> Extension = pdf
<REG_DWORD> FileTypeBucket = 1
<REG_SZ> MimeTypes = application/pdf

  • Navigate to: \\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office Server\14.0\Search\Setup\ContentIndexCommon\Filters\Extension
  •  Right-click the Filters  folder and select New Key. Enter “.pdf” for the key value.
  • Set the “default” value to {E8978DA6-047F-4E3D-9C78-CDBE46041603}

You can now add an image to be used for the icon for PDF documents:

  • Add an image (typically gif or png, use Google images to find an example) for the PDF icon to the folder:

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\IMAGES

  •  Open the file docicon.xml from the location:

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\XML

  •  Add a link to map the pdf extension to the image by adding a link like the following to the ByExtension element:

                 <Mapping Key=”pdf” Value=”pdf_icon.gif” OpenControl=””/>

  •  Finally, issue an IISReset and restart the Windows services “SharePoint Foundation Search V4” and “SharePoint Server Search 1”.

Your PDF documents should now be indexed on the next indexing crawl.

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

January 3, 2011

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

October 2010 Cumulative Updates for SharePoint & Project Server 2010 Republished

January 1, 2011

The October 2010 Cumulative Updates have been republished for SharePoint Server 2010, SharePoint Foundation 2010, and Project Server 2010 resolving the issues described in the following blog post http://blogs.msdn.com/b/sharepoint/archive/2010/11/06/details-and-workaround.aspx.

For additional information about these updates see also http://support.microsoft.com/kb/2449183.
 
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Documentation
Find and manage updates in one place for Office, Forms Server, Groove Server, PerformancePoint Server, Project Portfolio Server, Project Server, Search Server, SharePoint Server, SharePoint Foundation, Windows SharePoint Services, and FAST Search Server for SharePoint by subscribing to the Updates Resource Center at http://technet.microsoft.com/en-us/office/ee748587.aspx.