21. April 2011 14:10

How to install Dashboard for MS CRM 4 on MS Dynamics CRM 2011

Filed Under(CRM 2011 | Dashboard 4) By cternek

Until now we have no installation routine for our Dashboards for MS CRM 2011. This is why this blog entry describes how to upgrade/install the Dashboards in a MS CRM 2011 environment manually.

Please note: This installation will only work in an on-premise installation and will not work in IFD and Claims-Based-Authentication-Mode.

...

Copy the Dashboard application files manually

Please download all the necessary application files from this link.
Generate the following path on your machine:

C:\Program Files (x86)\PTM EDV-Systeme GmbH\DashBoard for MS CRM 4.0\Dashboard

and copy all files into this directory.

Prepare the registry settings

Please download the necessary registry files from this link.
Please open the dashboardprofile.reg file with notepad and change the server name and organisation name so that it matches your CRM Server and Organisation.
 

Prepare the Website

1) Open inetmgr.exe and right click on Sites and  click on Add Web Site.. 

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Figure 1: Internet Information Services window

 

 

 

 

 

 

2) In the Add Web Site- window you have to set following values:

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Figure 2: Add Web Site-window

 

 


 

 

 

 


Site name:
Dashboard

Physical path:
C:\Program Files (x86)\PTM EDV-Systeme GmbH\Dashboard for MS CRM 4.0\Dashboard

Dashboardport:
You can select any free port


3) Now expand the Dashboard Site and right click the sub-folder Dashboard in the tree. In the content menu click on Convert to Application

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Figure 3: Convert to Application

4) Mark the Dashboard-Site entry again and double click on Authentication

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Figure 4: Internet Information Services Manager - Application


Make sure that Anonymous Authentication and Forms Authentication is disabled.
Make sure that ASP.NET Impersonation and Windows Authentication are enabled.

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Figure 5: Internet Information Services Manager - Windows Authentification


Last but not least, you have to check in the IIS, you have to got to the Application Pools and check that the Dashboard Pool is configured as you see it in the following picture.

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Figure 6: Internet Information Services Manager - Dashboard


Prepare the Firewall settings on your CRM Server

Please execute WF.MSC ( Windows Firewall with Advanced Security ) and add a new Inbound Rule.

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Figure 7: Windows Firewall with Advanced Security


You will get a New Inbound Rule Wizard:

1) Select Port and click on the [Next]-button 

2) Enter the Port you have selected for the website. In our case it is 5577  and click on the [Next]-button

3) Select Allow the Connection and click on the [Next]-button. 

4) Apply the rule and name it finally.

Prepare your CRM 2011

If you upgraded from CRM 4 and had the Dashboard already installed, then you should have all necessary entities like:

new_mscrmaddons_settings, new_mscrmaddons_key, new_mscrmaddons_temp, ptm_mscrmaddons_dashboardchart, ptm_mscrmaddons_dashboardcategory, ptm_mscrmaddons_dashboard

If you do not please import the solution from our download section on www.mscrm-addons.com

 

Additionally you have to check that all users have rights to read/write on this entities.

Prepare your SiteMap/Navigationbar

Now you can open the dashboard with the following link http://[servername]:[dashboardport] /dashboard/dashboard.aspx?orgname=[YourOU]&CRMPort=[crmport]

If you want to add the dashboard to your SiteMap you have to insert the following SubArea in your SiteMap.

<SubArea Id="nav_MyDashboard" PassParams="1" Url=http://[servername]:[dashboardport]/dashboard/dashboard.aspx?orgname=[YourOU]&amp;CRMPort=[crmport] Icon="$webresource:ptm_Icon16x16">
         <Titles>
           <Title LCID="1033" Title="MyDashboard" />
           <Title LCID="1031" Title="MyDashboard" />
         </Titles>
       </SubArea>

The servername, dashboardport, YourOU and crmport has to change so that it matches your values.

If you have never done a SiteMap change you could take a look at the following link. It describes en detail how to modify a SiteMap. BlogEntry

If you want to add the Dashboard to specific entity form, you can customize the Entitiy-Form and add a link to:
http://[servername]:[dashboardport]/dashboard/dashboard.aspx?orgname=[YourOU]&CRMPort=[crmport]&oType=1


You have to replace the number of the oType with the entity number, for example: account has 1, contact has 2,…

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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