MicrosoftDynamicsCRMIGOperating.docx

MicrosoftDynamicsCRMIGOperating.docx

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MicrosoftDynamicsCRMIGOperating

MicrosoftDynamicsCRMOperatingandMaintainingGuide

4.5.0

Copyright

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TableofContents

Copyright2

Overview3

OperatingMicrosoftDynamicsCRM5

OperatingMicrosoftDynamicsCRMServer5

DeterminewhereeachMicrosoftDynamicsCRMServerroleisinstalled5

SettheMicrosoftDynamicsCRMDeletionServicefrequency6

ChangetheCRMAppPoolserviceaccount6

Configureserviceprincipalnames（SPNs）6

MoveanorganizationdatabasetoadifferentinstanceofSQLServer6

MovetheMicrosoftDynamicsCRMdeployment8

OperatingMicrosoftDynamicsCRMforOutlook9

AutomaticallyupdateMicrosoftDynamicsCRMforOutlook9

ResetMicrosoftDynamicsCRMforOutlook13

MicrosoftDynamicsCRMUpdate13

RunMicrosoftDynamicsCRMUpdateatthecommandprompt13

SettingupthesystemtouseMicrosoftDynamicsCRMUpdate16

MonitoringandtroubleshootingMicrosoftDynamicsCRM16

EventViewer16

Platformtracing17

PerformanceCounters18

Optimizing31

MicrosoftDynamicsCRMServerknownissues31

MicrosoftDynamicsCRMServerdoesnotusetheSQLServermirroredinstance31

MicrosoftDynamicsCRMServerperformanceislessthanexpected32

OnlythelicensenodeappearsinDeploymentManager32

OrganizationdatabasedoesnotappearintheDeploymentManagerImportOrganizationWizard32

E-mailRoutertroubleshooting33

EventViewer33

Testaccessforusers,queues,andforwardmailboxes33

E-mailactivitiesarenolongertrackedcorrectlyafterExchangemailboxmove33

MicrosoftDynamicsCRMforOutlooktroubleshooting34

MicrosoftDynamicsCRMforOutlookdiagnostics34

MicrosoftDynamicsCRMforOutlookandWebapplicationtroubleshooting37

ClientscannotconnecttoMicrosoftDynamicsCRMServer37

MicrosoftDynamicsCRMe-mailactivitiesremaininapending-sendstateandarenotdelivered37

Applicationtime-outerrormessagereceivedwhenyouworkwithverylargemarketinglists37

MicrosoftDynamicsCRMforOutlookortheMicrosoftDynamicsCRMWebapplicationstartslowerthanexpectedwhenrunningonawindows64-bitcomputer38

MicrosoftDynamicsCRMreportingtroubleshooting38

Errorlogging38

Deploymentissues39

Time-outissues39

Troubleshootingconfigurationissues40

Troubleshootingreportingissues42

Hebrew-andArabic-languagesupportforthereportviewer44

Youreceiveerrormessagewhenyoutrytoprintareport44

BackingUptheMicrosoftDynamicsCRMSystem47

Backuprequirementssummary47

Selectingabackupmodel48

BackingupWindowsServer200348

BackingupActiveDirectory49

BackingupSQLServer,includingReportingServices49

BackingupExchangeServer2003andExchangeServer200751

BackingupMicrosoftDynamicsCRMServer51

FailureRecovery53

ScenarioA:

SQLServerfailure53

Scenario-Arecovery53

ScenarioB:

MicrosoftDynamicsCRMServerfailure54

Scenario-Brecovery54

ScenarioC:

ExchangeServerfailure54

Scenario-Crecovery54

ScenarioD:

ActiveDirectoryfailure55

Scenario-Drecovery55

MicrosoftDynamicsCRMforOutlookfailurerecovery55

Resources,Downloads,andInformation57

Supportandtraining57

Deploying,configuring,andoperating57

Extending58

Community,blogs,andotherresources58

Chapter1

Overview

ThisguideispartoftheMicrosoftDynamicsCRM4.0ImplementationGuide,whichconsistsofthefollowingthreedocuments:

∙PlanningGuide:

UsethistodeterminewhatyouhavetoplanforMicrosoftDynamicsCRM.Itincludescoverageinthefollowingareas:

Technical.Thesetopicsfocusonsupportedtopologies,systemrequirements,andtechnicalconsiderationstoaddressbeforeinstallation.

ImplementationMethodology.Learnaboutthebusinessmanagement,systemrequirements,andprojectmanagementaspectsthatareneededwhenyoudeployaMicrosoftDynamicsCRMsystem.Inaddition,thereareseveraldocumentsthatyoucanuseastoolstoplantheimplementationofMicrosoftDynamicsCRM.ThesetoolsareavailablefordownloadatMicrosoftDynamicsCRMPlanningTools（

∙InstallingGuide:

UsethisguidetolearnaboutwhatyouhavetoinstallMicrosoftDynamicsCRM,suchasstep-by-stepinstructionsforrunningSetup,command-lineinstallationinstructions,andguidanceabouthowtoremoveMicrosoftDynamicsCRM.

∙OperatingandMaintainingGuide:

Youcanreadthisguidetolearnhowtobackup,restore,andperformsystemrecoveryforMicrosoftDynamicsCRMdata.Also,thisguidehastroubleshootingstepsforknownissues.

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Chapter2

OperatingMicrosoftDynamicsCRM

OperatingMicrosoftDynamicsCRMincludesguaranteeingavailabilitybymonitoringserverstatusandperformance,makingbackups,planningforrecoveryfromdisasters,andongoingtroubleshooting.

InThisChapter

OperatingMicrosoftDynamicsCRMServer5

MovetheMicrosoftDynamicsCRMdeployment8

OperatingMicrosoftDynamicsCRMforOutlook8

MicrosoftDynamicsCRMUpdate13

SettingupthesystemtouseMicrosoftDynamicsCRMUpdate15

MonitoringandtroubleshootingMicrosoftDynamicsCRM16

MicrosoftDynamicsCRMServerknownissues31

E-mailRoutertroubleshooting33

MicrosoftDynamicsCRMforOutlooktroubleshooting34

MicrosoftDynamicsCRMforOutlookandWebapplicationtroubleshooting37

MicrosoftDynamicsCRMreportingtroubleshooting38

OperatingMicrosoftDynamicsCRMServer

ThissectiondescribeshowtoperformoperationstaskswithMicrosoftDynamicsCRMServer.

DeterminewhereeachMicrosoftDynamicsCRMServerroleisinstalled

MicrosoftDynamicsCRM4.0Enterpriseletsyouinstallserverrolestodifferentcomputersforadditionalperformanceandavailability.Noticethat,duringatypicalinstallationbyusingtheMicrosoftDynamicsCRMServerSetupWizard,allrolesareinstalledonthesamecomputer.

ØToviewserverroleinformation,followthesesteps:

1.OnthecomputerwhereDeploymentManagerisinstalled,clickStart,pointtoAllPrograms,pointtoMicrosoftDynamicsCRM4.0,andthenclickDeploymentManager.

2.ExpandServers,andthenclicktheserverthatyouwant.

ThelistofserverrolesisdisplayedintheRolescolumn.IfMicrosoftDynamicsCRMServerisinstalledonasinglecomputer,onlyoneserverwillappearinthelistwiththefollowingthreeserverroles:

FullServer,SQLServer,andSRSDataConnector.

Dependingonhowyouhavedeployedserverroles,thefollowingserverrolesmaybedisplayedondifferentserversinthelist:

PlatformServer,ApplicationServer,SRSDataConnector,AsynchronousService,DiscoveryService,SQLServer,DeploymentSDK,PlatformSDK,Webapplication,HelpContentServer,andDeploymentService.

SettheMicrosoftDynamicsCRMDeletionServicefrequency

FormostentitiesinMicrosoftDynamicsCRM,adeleteresultsinasoftdelete,wherebythecolumnDeletionStateCodevalueissetto2.Theserowsarefilteredoutfromallviews,butarenotphysicallydeletedfromthetableuntilthenextrunoftheDeletionService.

DeletionServiceisatypeofAsynchronousoperationthatisbasedonatableScaleGroupOrganizationMaintenanceJobsintheMSCRM_Configdatabase.Bydefault,theDeletionServicejobissettoonceaday,whichissufficientformostMicrosoftDynamicsCRMdeployments.However,ifyouwanttochangethefrequency,usetheScaleGroupJobEditortool（

Formoreinformation,seetheMicrosoftTechNetarticleAsynchronousProcessingService（