I’ve been having problems with my CRM 3.0 SBE install on a SBS 2003 Premium install. Based on a lot of different posts in many different newgroups as well as some input form the Microsoft CRM team, I decided to try several installs under better controlled and documented conditions to see if I could understand what was happening. Here is a summary of my experiments
Assumptions: CRM 3.0 SBE is advertised to only work with SBS 2003 Premium and only with SBS SP1 installed. To me this means one of two variations: SBS 2003 with SQL 2000 SP4 and no ISA or SBS SP1 with SQL 2000 SP4 and ISA 2004. I also made a gross assumption that a system patched to SBS 2003 SP1 will act that same as a system installed as SP1 (I know this is probably faulted but I just don’t have time to build out that many different servers.)
As a starting point for both tests I built out an SBS 2003 virtual server image as follows and then enabled UNDO disks so I could go back to this point for the start of each test.
- Build out a virtual server image of SBS 2003 SP1 with SQL 2000 SP4 (using MSDN download ISO images) with the following characteristics:
- 2GB RAM, Single 16GB Hard Drive, Dual NIC
- Internal IP Address: 192.168.24.2
- External IP Address: 192.168.16.205 (connected to the Internet through my internal network)
- Domain: demo.local
- Machine Name: SBS
- External domain name: sbs.crm-demo.com (used for OWA and RWW access) Note that there is no host record for this domain name.
- Run the connection wizard to establish connection to the Internet.
- Install Virtual Machine Additions.
- No additional patching, hot fixes, or updates applied.
- Save image and then enable UNDO disks for remaining changes.
Test 1: Install CRM 3.0 SBS on SBS 2003 SP1 with SQL 2000 SP4 (No ISA)
- Restart virtual server image from rolled back state.
- Load CRM 3.0 SBE form MSDN ISO Images using all default settings.
- ERROR: SQL Reporting Services cannot find IP address corresponding to domain name sbs.crm-demo.com. I would have expected SQL Reporting Services to use the machine name of sbs.demo.local rather than the name assigned to the default web site certificate (sbs.crm-demo.com). In my case there is no way that the sbs.crm-demo.com domain name would resolve because there is no host record matching this value. However even if it did resolve it would not work because it would resolve to a public IP address and it would likely be blocked.
- WORK AROUND: Create a forward lookup zone in the SBS DNS Server for crm-demo.com and then create a host record pointing sbs.crm-demo.com to the IP address assigned to the internal NIC (192.168.24.2). Run a IPCONFIG /flushdns and then retry the failed step.
- Note that additional actions will be required after setup completes to remove dependency on this DNS entry.
- ERROR: SQL Reporting Services cannot access the Report Server at sbs.crm-demo.com/ ReportServer due to a 401 access denied error.
- According to KB 896861 this is an issue resulting for Windows 2003 SP1. The KB offers two options to workaround the error. I chose to add the DisableLoopbackCheck DWORD value to the registry.
- Completed install without additional errors.
- Rebooted after installation completed
- Ran through CRM setup wizard.
- At this point any time I tried to run a report I was getting challenged for credentials from the report server at sbs.crm-demo.com. If I supplied credentials the report would continue.
- In order to remove the reference to sbs.crm-demo.com I edited the registry value for SQLRSServerURL at HKLM\Software\Microsoft\MSCRM from https://sbs.crm-demo.com/ReportServer to https://sbs.demo.local/ReportServer and performed an IISRESET at the command line.
- Removed the forward lookup zone for crm-demo.com from the SBS DNS server and flushed the DNS cache.
- Able to access CRM reports with out additional authentication. All seems to work well
Test 2: Install CRM 3.0 SBS on SBS 2003 SP1 with SQL 2000 SP4 with ISA 2004
- Restart virtual server image from rolled back state.
- Install ISA 2004 from the SBS Premium Technologies with SP1 using the MSDN ISO image.
- Modified the default web site setup as follows per recommendation from Barry Givens (CRM PM)
- Set the port 80 and port 443 IP addresses to use all IP addresses rather than the distinct 192.168.24.2 and the 127.0.0.1.
- Set the DisableLoopbackCheck DWORD value per KB 896861 based on experience in first test.
- Ran CRM 3.0 SBE install using MSDN ISO images
- ERROR: Had an error during the SRS install but error cleared on RETRY.
- Install finished with out further error.
- Had a service start error on server startup. Microsoft Firewall Service did not start properly. The service did start from a manual start command.
- Ran through initial setup wizard
- Tested reports without issue.
- Ran the SBS Internet connection wizard and verified that the default web site IP address properties were returned to their pre-crm values.
- Opened CRM and tested reports. Flawless
It appears that the recommended fixes for installation when ISA 2004 is on the SBS 2003 box work. The issue I had in Test 1 Step 3 is perplexing. Oddly enough when I looked at the HKLM\Software\Microsoft\MSCRM\SQLRSServerURL value from Test 2 (ISA Installed) it was https://publishing.demo.local/ReportServer ( a local domain path) rather then the external domain name that I saw in my install without ISA 2004.