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How to Set up CRM 2. IFD on Windows 2.

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ADFS 3. 0 – Interactive. Webs Technical Support. We already have a popular post for the configuration of IFD setup with CRM 2. CRM 2. 01. 1. Now we are updating this post to support CRM 2. Microsoft have a compatibility listing for CRM 2. The Development Setup Once again we are running this configuration as a test environment for development. As such we will be running, we are running the server on a Hyper V server. Accounting Software For Cooperative Societies In Kenya.

A single VM machine, that is running a fully patched version of: Windows 2. R2 SP2 6. 4 Bit – (MSDN File: en. Note that the blog referenced above suggests a dedicated account for security.

As we are setting up a dev environment we did not bother with this. IMPORTANTCreate a new Website with port 5.

As we intend to set up the Email Router service on this server later, we set this server “VSERVER0. We set “CRM2. 01. As the default initial test environment deployment. Reporting Server defaulted to the server name/reportserver.

We received a few warnings about the install: For a deployment that is more secure, the Microsoft Dynamics CRM Sandbox Processing Service should be run under a least- privileged domain user account that is not shared by other Microsoft Dynamics CRM services on this computer. For a deployment that is more secure, the Microsoft Dynamics CRM VSS Writer Service should be run under a least- privileged domain user account that is not shared by other Microsoft Dynamics CRM services on this computer. Data encryption will be active after the install or upgrade. We strongly recommend that you copy the organization encryption key and store it in a safe place.

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The only one of real interest in our Dev environment would be the last item. Test First. Test that your CRM setup is working. Go to the local computer name (ours is vserver.

We called our Deployment of CRM – “CRM2. So if we call a deployment “business. Copy that generated code. Paste the code back into a new Text / Notepad Document on the Web server, but call it something that ends in . IIS Manager, click No. Step graph Complete Certificate Request . After doing some research, we found that it was likely meaningless and the cert installed correctly.

We rebooted the machine and logged in again, to find that the CERT was there installed as we wanted it to be. Binding site for the default SSL certificate. Open IIS Manager.

In the Connections panel, expand Sites , click Default Web Site. In the Actions pane, click Bindings. In the Site Bindings dialog box, click Add. Type select HTTPS.

SSL Certificate , select the certificate you just created *. Ours is *. iwebscrm.

Click Close. For the CRM 2. SSL certificate. This is in effect repeating the above process like you did for the default certificate, but using a different port (4. This way you are binding the same certificate to the two websites in your IIS instance. Open IIS Manager. In the Connections panel, expand Sites , click CRM Web Site. In the Actions pane, click Bindings.

In the Site Bindings dialog box, click Add. Type select HTTPS. SSL Certificate , select the certificate you just created *. OK 8) Click Close.

DNS configuration. We are going to add a few DNS “A” records so that the records listed in point 1- 4 below in DNS Goal are resolving correctly to the IP address of your CRM server. There are two ways you can achieve the desired result. But first lets understand the desired result. We make the assumption that your server is running at least one static IP address. Because this is Internet Facing, that IP needs to be accessible to the world. That same IP can be used for access to your server both internally on the matching we are playing with, and externally form anyone on the net.

Lets Get Basic. Start a Command Prompt, and work out what your IP address of the server is. Click START > RUN > CMDType IPCONFIG – Enter. Under the name: IPv. Address is a number that looks like: 6. That is Your IP Address of the Server. The DNS Goal. Make sure that when you PING xxx.

IP address. Both for the world and for you when you do that on your server.(xxx is the sub domain that we are about to configure.)To configure CRM, we need some sub domains to point to the server IP. Adding records in DNS like this: sts. Your ORG name. Just something we select to do). ADFS server)one for the root domain so that domain. So we need to configure crm.

Not necessary but our choice for this instance). Test DNSYou must be able to ping all of those names and get the correct server IP address.

Both from computers on the internet, and from the server. At the command prompt, type “ping sts. Ping them all to be sure you get them correct. Note: If you have added the DNS records, but still encounter name resolution problems, you can try running on the client ipconfig / flushdns to clean up the cache. You can also click the DNS server root and click CLEAR CACHE so that the server is responding with the latest updates. Note: Don’t bother proceeding past this step if you cannot ping your sub domains internally and externally correctly. Firewall configuration.

You need to set the firewall to allow the CRM 2. AD FS 3. 0 port used by the incoming data stream. HTTPS (SSL) is the default port 4.

For Initial setup testing etc. We recommend just turning the thing off.

Better start from a place where it does not muck you around, then turn it all back on after you are successful. In Windows 2. 01. I can’t frigging work out how to find anything.

As is the case here if you search for “Firewall”. Select the firewall option: 2) Select Turn Windows Firewall on or off.

Turn Off or On Firewall. Just turn it all off for now. But for testing and setting up. This article uses Active Directory Federation Services (AD FS) 3. Note: AD FS 2. 0 will be installed to the default site, so install AD FS 3. CRM 2. 01. 5 installation in the new site.

Start AGAIN! If you have it all correct at this point. Probably a good time to take a Snap. Shot (backup of the virtually system) and label it something you remember. Install ADFS Server Role.

From Server Manager – Add A Server role for: Active Directory Federation Services Click Install at the last step. After if Finishes: Click the Configure the Federation Services on this server.

Configure AD FS 3. Click on Configure the federation service on this server. In the AD FS 3. 0 Management page , click AD FS 3. Federation Server Configuration Wizard . In the Welcome page , select Create the first federation server in a federation server farm, and then click Next. Select next to continue with the current administrator (must be a domain admin). Choose your SSL certificate (the one we created and imported above i.

You could and probably should use a defined account for a production environment. Create a database on this server using Windows Internal Database (we suggest using the SQL instance in the step below), click Next. Or use the local SQL instance etc if you have one.

We are using this SQL instance for the database host. Review Options click Next.

Pre- requisits checklist, click Configure. You should see a message that “This Server was successfully configured.

Close out the Instillation progress window. Verify the AD FS 3.

Follow the steps below to verify that the AD FS 3. Open Internet Explorer. Under Internet Options. Security / Local Intranet. Sites / Advanced. Add *. domain. com to the websites. In our case here we added: *.

Close all this down when added. Now we need browse to the the federation metadata in Internet explorer to test access is working. Use this URL below as an example to browse to your own server. Remembering that we set up a DNS entry earlier for “ADFS’ on your domain, thus you should be able to browse to the URL below replacing our domain name with yours and have it access the server we are configuring. Replace your domain name in place of ours)3.

You can most likely select Apply at this point, and the default internal address for the CRM will work fine.