alequin
Goto Top

MS CRM 1.2 Sales für Oulook

...findet den CRM Server nicht

Hallo Leute,

ich versuche grade Microsoft CRM 1.2 Sales für Office auf einem Windows XP SP1 Rechner mit Office 2003 (Outlook SP1) zu installieren. Aber an dem Punkt wo man den CRM-Servercomputer angeben muss komme ich nicht weiter. Ich gebe als url die IP-Adresse des Servers an auf dem CRM-Server installiert wurde aber er bringt mir dann folgende FEhlermeldung:
"Setup konnte keine Instanz der Microsoft CRM-Serverkomponenten finden"

was läuft hier schief? Kann mir jemand weiterhelfen? Danke im Voraus

Content-ID: 3627

Url: https://administrator.de/forum/ms-crm-1-2-sales-fuer-oulook-3627.html

Ausgedruckt am: 27.12.2024 um 03:12 Uhr

Doerfel
Doerfel 02.11.2004 um 13:21:03 Uhr
Goto Top
kannst du die Website vom CRM Server von einem Client (Internet Explorer) über die IP, oder den DNS Namen oder beides aufrufen?!
Ist der Client auf dem du den SfO installierst in der selben Domänen und bist du als ein Benutzer angemeldet der in CRM (Server) angelegt ist?!
Hat der Benutzer Administrator-Rechte?!
Alequin
Alequin 02.11.2004 um 15:42:44 Uhr
Goto Top
Also, den CRM Server kann ich im internet Explorer(client) nur über die IP erreichen, darauf folgt aber sofort ein domänen-anmelde Popup. Danach öffnet sich CRM.
Auf dem Server reicht es wenn ich als URL "http://companyweb" eingeben.

Jep die client ist in der Domäne der selben mit Administrator-Rechten angemeldet.
Doerfel
Doerfel 02.11.2004 um 16:34:29 Uhr
Goto Top
hast du auf dem XP SP1 Rechner ne Firewall laufen die den Traffic blockieren könnte?!

ansonten vielleicht mal folgende Lösungsmöglichkeiten versuchen:

Problem
When installing the Microsoft CRM Sales for Outlook client, you may receive the following error message:

Setup was unable to find an instance of the Microsoft CRM server components.

CAUSE

This happens because the Microsoft CRM Sales for Outlook installation cannot see that there is a Microsoft CRM Server installed in this environment.
Lösung
Enable network connections to Automatically Detect Settings:

1. Launch Internet Explorer, point to Tools, and click on Internet Options.

2. Under the Connections tab, click on the LAN Settings button.

3. In the Local Area Network settings window, check the checkbox next to Automatically Detect Settings.

4. Close Internet Explorer, and start the installation of the Microsoft CRM Sales for Outlook client again.

oder dieses hier

These steps will help troubleshoot most Microsoft CRM Sales for Outlook client installs.

1. Microsoft CRM Server needs to already be installed. Reference the Microsoft CRM Implementation guide for additional information.

2. Add a license to Microsoft CRM Server and set up users with a license and a valid Microsoft CRM role or roles. See the Microsoft CRM User guide and Microsoft CRM Implementation guide for additional details.

3. Set up Domain Users who will be logging in as Microsoft CRM Sales for Outlook clients as local administrators of the machines that they install to. Navigate to Computer Management | Local Users and Groups. Open Groups and add the Domain user to the Administrator's group.

4. Set up Domain Users as SQL Logins and grant them access to the SQL Publications for Microsoft CRM as per the steps listed on page 125 in the 'Adding Users to SQL Server' section of the Microsoft CRM Implementation Guide.

Note The Microsoft CRM databases have to be installed to the default instance of SQL Server -- This will not work with them installed to a named instance or to a Microsoft SQL 2000 Cluster server as this uses named instances.

5. Microsoft CRM Sales for Outlook can only be installed on a Windows 2000 Professional or a Windows XP Professional client (Windows 2000 Server is ok also).

6. The Microsoft CRM Sales for Outlook client can be used with Outlook 2000 or Outlook 2002.

a. If used with Outlook 2000, install Microsoft Outlook 2000 SP3 and also install the Outlook 2000 Post SP3 hotfix provided on the Microsoft CRM Supplemental CD.

b. If using Outlook 2002, install Outlook 2002 SP2 or later.

7. Irregardless of the version of Outlook used (2000 or 2002), the Domain user who will use the Microsoft CRM Sales for Outlook client must log into the domain and launch Microsoft Outlook, setting up a profile. See page 130 in the Microsoft CRM Implementation Guide.

This user should also setup access to the Exchange server if access has not already been granted. (Typically this will already be done unless setting up a network and Microsoft CRM at the same time.) Test sending email to other users inside and outside this domain to verify that Outlook as been setup correctly.

8. Log in as the domain user who will install and use the Microsoft CRM Sales for Outlook client. You will not be able to install Microsoft CRM Sales for Outlook as a domain or local administrator and be able to use the Microsoft CRM Sales for Outlook client as another user on that same computer. Microsoft CRM Sales for Outlook will only be able to work when installed by a domain user who is a licensed Microsoft CRM user who has a license and a valid role.

Microsoft CRM Sales for Outlook client can also only be used by one user per computer. If you log into this computer as any other user, they will not be able to use Microsoft CRM Sales for Outlook.

9. Microsoft CRM Sales for Outlook client must be installed to the same domain or in a parent or a child domain that the Microsoft CRM server(s) and that the Microsoft SQL 2000 Server is located in.

10. Close Microsoft Outlook and any synchronization tools for synching with Palm Pilots or Windows CE devices as these may keep the Outlook.exe program open. Run the Task Manager program and verify in the Processes tab that the Outlook.exe program is not running. Close the Outlook.exe program before installing Microsoft CRM Sales for Outlook.

11. Do a Control | Alt | Del and verify that the Logon Information shows that you are logged into the domain and not the client computer (Domain\Username).

12. Launch Internet Explorer (should be version 5.5 SP2 or later) and browse to the site that Microsoft CRM server is installed to, such as http://crmserver. This will ensure that this user is able to log into the Microsoft CRM Server. If this step fails, troubleshoot this problem first before continuing with the install of the Sales for Outlook client.

13. Start the install of the Microsoft CRM Sales for Outlook client. If you wish to create a log file, run the setup program using the command 'D:\Setup.exe /LV C:\RichClientinstall.txt' where D: is the drive letter of the CD where the Microsoft CRM Sales for Outlook client is installed.

Note You must install from the Microsoft CRM Sales for Outlook client CD or have copied the setup files to a directory on one of the local hard drives that does not have any spaces in the pathname.

14. If the Microsoft CRM Server location specified is correct and you get an error indicating that the 'Microsoft CRM Server location is invalid', you must check the properties of the Microsoft CRM Version 1.0 web site on the Microsoft CRM Server. Navigate to Start | Program Files | Administrative Tools | Internet Services Manager | Machine name | Microsoft CRM Version 1.0. This web site on the Microsoft CRM Server(s) needs to use the following settings to be recognized by the Microsoft CRM Sales for Outlook client:
IP Address = All Unassigned
TCP Port = 80
No Host Headers should be assigned to this web site

15. Once the install completes, you should receive a message indicating that the install completed successfully. Reboot the workstation, even if it does not say that you need to reboot.

16. After rebooting the workstation, log back into the domain as the user who installed the Microsoft CRM Sales for Outlook client. Launch Microsoft Outlook and click on the CRM Shortcuts folder. Verify that you can see accounts, leads, contacts, etc. while working online. Note that launching Microsoft CRM Sales for Outlook the first time you after it has been installed will take longer than subsequent times.

17. While connected to the network go offline using the Microsoft CRM Sales for Outlook client. This process may take a considerable amount of time for the initial synchronization process depending on the amount of records and data visible to the client user. To help potentially reduce the synchronization time if a large number of contacts are synchronized to your personal contacts it is best to press F9 to Synchronize Microsoft Outlook with the Microsoft Exchange 2000 Server before going offline with the Microsoft CRM Sales for Outlook client. Subsequent times will only synchronize changes and should take much less time.

Additional Notes

Installation troubles are typically from overlooking one of the steps above or from having network problems. Steps to troubleshoot this should always include some of the following:

a. Application and System event logs on the client workstation.

b. Installation log file created in step 13.

c. TCP/IP troubleshooting -- Use IPConfig /All and NSLOOKUP to help diagnose connectivity and name resolution from the client workstation to the Microsoft CRM Server(s), the domain controller(s), and the SQL Server(s). If NSLOOKUP fails, verify if reverse lookup zone(s) have been defined on the DNS server for the network and if a pointer record exists for the DNS server and other computers in the network.

d. DCDIAG and NETDIAG log files
Alequin
Alequin 03.11.2004 um 10:51:25 Uhr
Goto Top
DANKE!

Nachdem ich den Client in die Domäne mit Adminrechten eingesetzt habe konnte ich CRM SFO installieren. Musste den Client User im Active Directory in die Admingruppe setzen, sowie in Domänen-Adminstator und Organisations-Admnistrator. Danach hat es einwandfrei funktioniert. Nachdem ich im IE mit "http://Crmservername" erreichen konntem habe ich diese URL auch bei der SFO Installtion verwendet.
face-smile
Doerfel
Doerfel 03.11.2004 um 13:41:42 Uhr
Goto Top
Keine Ursache, mache ja so ziemlich den ganzen tag nix anderes face-wink
Doerfel
Doerfel 22.02.2005 um 14:33:08 Uhr
Goto Top
Hat der Benutzer die Entsprechenden Rechte in CRM bzw die entsprechenden Sicherheitsrollen in der entsprechenden OrganisationsEinheit.

Handelt es sich hierbei um einen Windows XP SP2 Client?!

Geht es bei allen Clients nicht oder nur bei dem einen nicht ?!

Viele Gruesse
Daniel

Homepage: http://www.daniel-doerfel.de
Chat: http://www.chiemgau-chat.net
Doerfel
Doerfel 22.02.2005 um 15:37:09 Uhr
Goto Top
Es gibt von seiten Microsoft einen Artikel zum Thema Windows XP SP2 und Hotfixes

http://www.microsoft.com/downloads/details.aspx?FamilyID=95ED89D0-8B99- ...
Doerfel
Doerfel 22.02.2005 um 17:58:39 Uhr
Goto Top
- Es sind auf dem Client keine Toolbars installiert.
- Eine eventuelle Firewall blockiert den Traffic nicht.
- in der Taskleiste rechts unten besitzt das SQL MSDE einen grünen Pfeil
- ein Nslookup von Server zu Client und von Client zu Server klappt ohne Probleme
- die Netzwerkeinstellungen des Clients sind in Ordnung
- Ist ein Virenscanner installiert?! Wenn ja welcher

so im Moment fällt mir auf die schnelle nicht mehr ein face-wink

Viele Gruesse
Daniel

Homepage: http://www.daniel-doerfel.de
Chat: http://www.chiemgau-chat.net

Firmen-Homepage: http://www.unidienst.de
Doerfel
Doerfel 23.02.2005 um 10:15:52 Uhr
Goto Top
nein nein, mach folgendes:

White circle in the system tray

Problem
Upon installing or upgrading the Microsoft CRM Sales for Outlook client, the Microsoft SQL Server Service Manager will not connect to the MSDE CRM instance and displays a white circle on the icon in the system tray. Also, any attempt to connect to the MSDE CRM instance remotely using the Microsoft SQL Enterprise Manager will result in an access denied error.

CAUSE

This behavior can occur if the TCP/IP protocol has been disabled within the SQL Server Network Utility on the Microsoft CRM Sales for Outlook client.

Lösung
To resolve this behavior enable the TCP/IP protocol within the SQL Server Network Utility.

1. On the client machine and using Windows Explorer browse to C:\Program Files\Microsoft SQL Server\80\Tools\Binn.

2. Locate the utility called SVRNETCN.exe, right-click on it and select Open.

3. Select the General tab and then change the drop down selection titled 'Instance(s) on this server:' to the CRM MSDE instance. (ex. SFOCLIENT\CRM)

3. Next find the TCP/IP protocol in the disable protocols, highlight it and click Enable.

4. Click OK.

5. Upon reboot of the Microsoft CRM Sales for Outlook client the Microsoft SQL Server Service Manager will now successfully connect to the MSDE CRM instance.

Viele Gruesse
Daniel

Homepage: http://www.daniel-doerfel.de
Chat: http://www.chiemgau-chat.net
Doerfel
Doerfel 23.02.2005 um 12:24:05 Uhr
Goto Top
natürlich face-wink

How To Configure Microsoft SQL Enterprise Manager to View the Microsoft CRM Sales for Outlook MSDE Engine

Zweck und Anwendungsbereich
How can I configure Microsoft SQL Enterprise Manager to view the Microsoft CRM Sales for Outlook MSDE engine?

Verfahren
It is possible view the MSDE Database for the Microsoft CRM Sales for Outlook client using Enterprise Manager. The following steps will guide you through the setup:


1. Install the Client Tools for SQL Server on the client machine.

2. Open Enterprise Manager.

3. Right click the SQL Server Group and choose New SQL Server Registration.

4. Proceed through the wizard. When prompted for the server name, put in MachineName\CRM. MachineName is the machine where the Microsoft CRM Sales for Outlook is installed.

5. Complete the Wizard.

You should now be able to see the MSDE database through Enterprise Manager.


IMPORTANT: The Microsoft CRM Technical Support Team does not support making any direct changes to the MSDE database directly. These steps are offered for informational purposes only.

Als Authentifizierung muss du Windows Authentifizierung eingeben und eben als der CRM Benutzer mit ausreichend Rechten an dem Rechner angemeldet sein.

Viele Gruesse
Daniel
Doerfel
Doerfel 23.02.2005 um 13:43:45 Uhr
Goto Top
bei mir ist da auch nur der dbo drinnen.

Von welcher Firma hast du denn die CRM Installation durchführen lassen?! Eventuell könnte die dann eine Anfrage bei MBS machen.
Doerfel
Doerfel 23.02.2005 um 14:46:27 Uhr
Goto Top
biddeschön, keine Ursache. Aber schreib hier bitte rein was das Problem war und wie es gelöst wurde
25074
25074 12.02.2006 um 17:08:36 Uhr
Goto Top
Mahlzeit.

als spätzünder...
gabs ne lösung für dieses problem? ich stehe nun vor dem selbigen. aber immerhin habe ich nun auch einen kleinen grünen pfeil im sql-server-dienste-manger...
für ne rückmeldung wäre ich dankbar.