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Deploying and Administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015

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Deploying and Administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015 Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015 Version 7.1.1 This document contains the information that was titled the Microsoft Dynamics CRM Implementation Guide in earlier versions of Microsoft Dynamics CRM. This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. The videos and eBooks might be in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. © 2015 Microsoft. All rights reserved. Microsoft, Active Directory, ActiveX, Azure, Bing, Excel, Internet Explorer, JScript, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Visual Basic, Visual Studio, Windows, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Contents Planning and deploying CRM 2015 (on-premises) .......................................................................... 7 Planning on-premises CRM 2015 ................................................................................................ 7 Planning your deployment of Microsoft Dynamics CRM 2015 ................................................. 8 Microsoft Dynamics CRM 2015 editions and licensing ............................................................. 9 Microsoft Dynamics CRM 2015 system requirements and required technologies ................. 10 Microsoft Dynamics CRM Server 2015 hardware requirements ......................................... 11 Microsoft SQL Server hardware requirements for Microsoft Dynamics CRM Server 2015 12 Software requirements for Microsoft Dynamics CRM Server 2015 .................................... 12 Active Directory and network requirements for Microsoft Dynamics CRM 2015 ................ 18 Microsoft Dynamics CRM 2015 Reporting requirements .................................................... 19 Microsoft Dynamics CRM 2015 language support .............................................................. 21 Prerequisites and considerations for planning your deployment of Microsoft Dynamics CRM 2015 ..................................................................................................................................... 23 Hardware requirements ....................................................................................................... 23 Software requirements ........................................................................................................ 24 SQL Server installation and configuration ........................................................................... 25 SQL Server requirements and recommendations for Microsoft Dynamics CRM ............ 26 SQL Server deployment ................................................................................................... 27 Additional resources for SQL Server ............................................................................... 31 Planning requirements for SQL Server Reporting Services ................................................ 32 Security considerations for Microsoft Dynamics CRM ............................................................ 34 Security best practices for Microsoft Dynamics CRM ......................................................... 38 Administration best practices for on-premises deployments of Microsoft Dynamics CRM . 40 Operating system and platform technology security considerations for Microsoft Dynamics CRM 2015 ........................................................................................................................ 41 Network ports for Microsoft Dynamics CRM ....................................................................... 44 Known risks and vulnerabilities ........................................................................................... 48 Microsoft Dynamics CRM supported configurations ............................................................... 52 Microsoft Dynamics CRM multiple-server deployment ....................................................... 54 Microsoft Dynamics CRM server roles............................................................................. 55 Support for Microsoft Dynamics CRM multiple-server topologies ................................... 64 Upgrade a Microsoft Dynamics CRM Server .......................................................................... 67 Before you upgrade: issues and considerations ................................................................. 71 Upgrade the Microsoft Dynamics CRM Deployment ........................................................... 73 Advanced deployment options for Microsoft Dynamics CRM Server ..................................... 78 Configure a Microsoft Dynamics CRM Internet-facing deployment .................................... 79 Multi-organization deployment ............................................................................................ 81 Accessibility in Microsoft Dynamics CRM ............................................................................... 82 Installing on-premises CRM 2015 .............................................................................................. 83 Install or upgrade Microsoft Dynamics CRM Server ............................................................... 84 Microsoft Dynamics CRM Server installation ...................................................................... 88 Install Microsoft Dynamics CRM Front End Server and Back End Server roles ............. 90 Install Microsoft Dynamics CRM Full Server role on a server without Microsoft Dynamics CRM installed ............................................................................................................... 97 Install Microsoft Dynamics CRM Server on multiple computers .................................... 102 Install Microsoft Dynamics CRM Reporting Extensions ................................................. 107 Set configuration and organization databases for SQL Server 2012 AlwaysOn failover .................................................................................................................................... 109 Upgrade Microsoft Dynamics CRM Server ....................................................................... 115 Microsoft Dynamics CRM Server upgrade preparations ............................................... 116 Upgrade from Microsoft Dynamics CRM 2013 Server ................................................... 117 Upgrade from Microsoft Dynamics CRM Server 2011 ................................................... 120 Upgrade Microsoft Dynamics CRM Reporting Extensions ............................................ 124 After the upgrade ........................................................................................................... 124 Configure IFD for Microsoft Dynamics CRM ..................................................................... 125 Implement claims-based authentication: internal access .............................................. 126 Deploy and configure AD FS ...................................................................................... 126 Configure the Microsoft Dynamics CRM Server for claims-based authentication ..... 129 Configure the AD FS server for claims-based authentication .................................... 133 Add the AD FS website to the Local intranet security zone ....................................... 137 Test internal claims-based authentication .................................................................. 138 Implement claims-based authentication: external access ............................................. 138 Configure the Microsoft Dynamics CRM server for IFD ............................................. 139 Configure the AD FS server for IFD ........................................................................... 143 Test external claims-based authentication ................................................................. 144 CRM for tablets and IFD ................................................................................................ 145 CRM for phones and IFD ............................................................................................... 146 Configure Microsoft Dynamics CRM for Outlook to use claims-based authentication .. 146 Troubleshoot Microsoft Dynamics CRM Server IFD ...................................................... 148 Troubleshooting installation and upgrade ......................................................................... 152 Install or upgrade Language Packs for Microsoft Dynamics CRM ....................................... 153 Install and enable a Language Pack ................................................................................. 154 Upgrade and enable a Language Pack ............................................................................. 155 Install Microsoft Dynamics CRM Report Authoring Extension ............................................. 155 Uninstall, repair, and change Microsoft Dynamics CRM ...................................................... 157 Uninstall, change, or repair Microsoft
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