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We are attempting to install the CRM 4.0 Event Manager Accelerator within our own environment, and when completed within our largest client’s environment. During our install attempt , using the provided Code Plex install guide, we were faced with a few uncertainties:
1. An existing website running on the .NET framework
a. Is there a “best location” for this?
b. Port requirements b/t SQL , CRM Server, Event Manager?
2. When running the “msa_event_management_installer.exe” the instructions state “Please edit the following elements of register.xml:” with nothing listed – the very next step gives instructions for manually changing event codes within the configuration piece, does this take care of the .xml that was left open ended? This section was very confusing and we think the manual entry seemed to work as we were able to see the entities added.
3. The “msa_event_management_installer.exe” also asks for a user name and password – this too presented questions as to which user name and password it is referring to – the notes refer back to VPC installation.
4. We have completed steps 1-3 and stopped due to the questions listed here – can you shed any light on the remaining steps 4-7 based on what I have presented thus far?
5. Other than CodePlex forums do you have any suggestions on where to located Accelerator Q&A’s, best practices, hints, suggestions, etc.?
Thank you in advance for your help with this
Many Thanks,
Greg
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Hi Greg,
I haven't yet done the Event Management accelerator, but we did just finish a 6 month job on the eService portal which is the same basic code premise. Below are answers to what I think you're asking:
1.a. Keep it in the same IIS metabase as your CRM server's website but it is probably best served in a website of its own rather than using a virtual directory within the CRM server's existing website
1.b. While there are no lines in the code base we saw that point explicitly to a port setting, I still highly recommend keeping all the standard defaults (25, 80, 443, 1433, etc.)
2. In the register.xml file, you'll want to manually edit the node values for Server, Org, Domain, and UserName. I believe the Org value wants the "friendly" name of your company organization that you can get from the CRM Deployment Manager.
3. For the user name and password, we always recommend using a dedicated CRM user account. The user account needs a Full User license as well, so the cropped Administrator license doesn't work. Try not to use System Administrator if at all possible so you can maintain some level of security audits....
4. If you use the custom entities in CRM to add/edit exposed entities, be sure to take copious notes on which entities they refer to. The eService ones are pretty ambiguously presented, so beware of that.
5. This is the best place outside of codeplex that I've found for the accelerators.
P.S. Don't forget that the accelerators come UNSUPPORTED by MS, but were developed using 100% supported methods according to the SDK (so far as I've been told and have seen in the code lines...)
Good Luck!
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