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Install Microsoft Dynamics CRM Server 2011 on multiple computers

You can install Microsoft Dynamics CRM Server 2011 on multiple computers to balance the processing load across several servers. Deploying Microsoft Dynamics CRM Server 2011 in this manner can increase performance and availability.

ImportantImportant
Installing the Microsoft Dynamics CRM Workgroup Server 2011 edition on multiple servers is not supported and is a violation of the license agreement.

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Multiple-server configuration overview

Before getting started with load balancing, installation and configuration planning is needed. For more information, see the Microsoft Dynamics CRM 2011 Planning Guide.

The base configuration typically uses separate computers that run the components of a Microsoft Dynamics CRM deployment that includes Microsoft SQL Server and an instance of Windows Server functioning as an Active Directory domain controller. A multiple-server configuration of Microsoft Dynamics CRM has multiple computers that are running Microsoft Dynamics CRM that access a single server that is running SQL Server.

This topic describes the steps to install Microsoft Dynamics CRM in a two-node network load-balancing configuration where all Microsoft Dynamics CRM Server 2011 roles are installed on a single computer. This kind of deployment is called a Full Server installation. You can use similar steps to install a particular server group role, such as the Front End Server role group, or one or more specific server roles. When you install Microsoft Dynamics CRM, you have the following choices for load balancing the Microsoft Dynamics CRM web application, where both servers in the network load-balancing (NLB) cluster must have the following server-group roles or individual server roles installed.

  1. Full Server install.

  2. Front End Server install.

  3. Server role install (by using Microsoft Dynamics CRM Server Setup Wizard or command-line install with an XML configuration file). You will have to install at least the following two roles on the load-balanced servers in the cluster.

    • Web Application Server role). This Microsoft Dynamics CRM Server 2011 role is used to run the Web application components that are used to connect users to Microsoft Dynamics CRM data.

    • Organization Web Service role. This Microsoft Dynamics CRM Server 2011 role is used to run applications that use the methods described in the Microsoft Dynamics CRM SDK.

    ImportantImportant
    If you decide to install only the Front End Server role group, you must install the Back End Server group role on another server in the Active Directory domain for Microsoft Dynamics CRM to function. Similarly, if you want to install only the required Web Application Server and Organization Web Service roles, you must install the remaining server roles on other servers in the Active Directory domain for Microsoft Dynamics CRM to function.

In this example, a two-node cluster will be set up by using two computers that are running Windows Server 2008. The server names are CRM01 and CRM02.

Step 1: Enable network load balancing

Enable NLB on the network and create a server cluster for servers CRM01 and CRM02. We recommend that you use the following port-rule settings when you enable the load-balanced cluster.

  • Port range. Leave the default range, which is from 0 to 65535.

  • Protocols. Both

  • Affinity. Single

For information about procedures for loading and administering NLB on Windows Server, see the Network Load Balancing Manager Help on the Windows Server computer. For information about how to configure NLB in Windows Server 2008, see Network Load Balancing Deployment Guide.

Step 2: Configure Active Directory

Configure Active Directory by creating an account to run the CRMAppPool service and use a Service Principal Name (SPN). This is required when you run IIS 7.0 in a clustered or a network load-balanced environment. The SPN uniquely identifies an instance of a running service. Active Directory uses the SPN for mutual authentication of a service instance, which enables the service instance to correctly authenticate when a user attempts to access resources that are located on other domain-member computers. For more information, see the MSDN article Service Principal Names.

To create SPNs, you use ADSI Edit that is included with Windows Server. You can use this Microsoft Management Console (MMC) snap-in tool to enter SPN values for a specific computer or user account.

ImportantImportant
If IIS is configured to use kernel mode authentication, you must configure IIS to use the Web application pool’s identity for internal virtual directories used by Microsoft Dynamics CRM. You can do so by modifying the windowsAuthentication element for the default Web site on the Web site where Microsoft Dynamics CRM is installed. For details about the windowsAuthentication element, see the IIS 7.0: windowsAuthentication Element (IIS Settings Schema) MSDN article.

To configure useAppPoolCredentials using the ApplicationHost.config file open the ApplicationHost.config file in a text editor. By default, this file is located at %windir%\system32\inetsrv\config\.

For all folders under the Default Web Site location path, set the value of the WindowsAuthentication element and the useAppPoolCredentials attribute to true. For example:

<system.webServer>
   <security>
      <authentication>
         <windowsAuthentication enabled="true" useAppPoolCredentials="true" />
      </authentication>
   </security>
</system.webServer>

To configure the SPN, follow these steps:

  1. Open Active Directory Users and Computers.

  2. Create a user account to run the CRMAppPool application pool in IIS. To do this, we recommend that you use a name that describes what the account will be used for, such as CRMService.

    ImportantImportant
    This user account must be member of the Domain Users group.

  3. Close Active Directory Users and Computers.

  4. Click start, type adsi edit, and then press ENTER.

  5. Expand the domain, expand the node that begins with DC=, and then expand CN=Users.

  6. Right-click the user account that you created in the previous step, such as CRMService, and then click Properties.

  7. In the Attribute list, scroll down, select servicePrincipalName, and then click Edit.

  8. In the Value to add box, type HTTP/CRMNLBName. FQDN and then click Add. Where, CRMNLBName, is the NLB cluster name and FQDN is the fully qualified domain name. For example, the CRMNLBName.FQDN name might be CRMNLBCluster.contoso.com.

    ImportantImportant
    Note this NLB cluster name. You must use this name in the following step when you create the NLB cluster and when you update the configuration database.

    TipTip
    Use the setspn command line tool to determine if the SPN is already in use.

  9. In the Value to add box, type HTTP/CRMNLBName and then click Add.

  10. Click OK two times.

  11. Close ADSI Edit.

Step 3: Install Microsoft Dynamics CRM servers

Each instance of Microsoft Dynamics CRM in a multi-server deployment must be installed one at a time. The following steps assume that an instance of a Full Server installation of Microsoft Dynamics CRM will be deployed on a computer named CRM01, and a second instance will be installed on a computer named CRM02.

Microsoft Dynamics CRM Server 2011 is supported for multiple-server installations.

Installing Microsoft Dynamics CRM Workgroup Server 2011 on multiple servers is not supported and is a violation of the license agreement.

Install the first instance Microsoft Dynamics CRM on CRM01:

  1. Run Microsoft Dynamics CRM Setup on server CRM01. For step-by-step guidance, see the previous topics in this section.

  2. On the Specify Deployment Options page, select the instance of SQL Server that will be used for the Microsoft Dynamics CRM databases. Then, select the Create a new deployment option. Click Next and continue Setup.

  3. On the Specify Security Account page, select the domain user account (for example, CRMService) created previously.

  4. Continue to run Setup until the installation is completed.

Install the second instance Microsoft Dynamics CRM on CRM02:

  1. Run Microsoft Dynamics CRM Setup on server CRM02.

  2. On the Specify Deployment Options page, enter or select the name of the computer that is running SQL Server where the Microsoft Dynamics CRM databases are stored (from the installation of CRM01), and then click Connect to, and if necessary, upgrade an existing deployment. Click Next.

  3. On the Specify Security Account page, select the domain user account (for example, CRMService) created previously.

  4. Continue to run Setup until the installation is completed.

Step 4: Configure NLB for the deployment

After the Microsoft Dynamics CRM Server 2011 installations are complete, run Deployment Manager to configure NLB for the deployment.

Verify or change the Web addresses

  1. On the Microsoft Dynamics CRM server, start Deployment Manager.

  2. In the console tree, right-click Microsoft Dynamics CRM, and then click Properties.

  3. Click the Web Address tab and make sure that the virtual cluster name, such as crmcluster:5555 appears.

ImportantImportant
Depending on how you deployed the Microsoft Dynamics CRM Server 2011 role group or separate server role installation, and the configuration of each server in the NLB cluster, the Web Application Server, Organization Web Service, Discovery Web Service, or Deployment Web Service Web addresses may be different. For example, if you installed the Front End Server role group on a server in an NLB cluster that is named crmcluster1 in the contoso domain but installed the Back End Server role group on a different server in a different NLB cluster such as crmcluster2 in the same domain, the name of the Web Application Server, Organization Web Service, Discovery Web Service Web addresses will be different from the Deployment Web Service Web address.

For a Full Server role deployment, all Web addresses will use the same computer name or FQDN of the cluster. If you are using a TCP port other then 80 (non-secure HTTP) or 443 (secure HTTP or SSL), you must specify the port number by appending the FQDN name with :5555, where 5555 is the port number, such as crmcluster:5555.

Set NLB for the deployment

  1. On the Microsoft Dynamics CRM server, start Deployment Manager.

  2. In the console tree, right-click Microsoft Dynamics CRM, and then click Properties.

  3. Click the Web Address tab and then click Advanced.

  4. In the NLB and SSL Header Information dialog box, specify if you are using network load-balancing (NLB) and the header for the Secure Sockets Layer (SSL) offloading system.

    To make Microsoft Dynamics CRM aware of the NLB cluster, you must select The deployment uses an NLB option. Selecting The deployment uses an NLB sets Microsoft Dynamics CRM to configure Windows Identity Foundation (WIF) to use the encryption certificate to encrypt, decrypt, and sign the Microsoft Dynamics CRM session authentication cookies. The encrypted cookies can then be processed by any server in the NLB cluster.

    For information about procedures for loading and administering NLB on Windows Server, see the Network Load Balancing Manager Help on the Windows Server computer. For information about how to configure NLB in Windows Server 2008, see Network Load Balancing Deployment Guide.

    noteNote
    The SSL header is not a URL or domain. It is an agreed upon header value for the HTTP request that is configured on the device that is handling the SSL offloading. Review the SSL offloading device documentation for the header value.

  5. Click OK and then close Deployment Manager.

Configure domain names for IFD

To configure Microsoft Dynamics CRM for IFD, you must start Deployment Manager and run the Internet-Facing Deployment Configuration Wizard to add or revise the domain values. Depending on how you deployed the Microsoft Dynamics CRM 2011 role group or separate server role installation, and the configuration of each server in the NLB cluster, the Web Application Server Domain, Organization Web Service Domain, and Discovery Web Service Domain values use the NLB virtual cluster domain name. For example, if the Web Application Server is installed on an Internet-facing NLB cluster that has the FQDN virtual name crmcluster.contoso.com, enter contoso.com as the Web Application Server Domain value.

For more information about how to configure internal web address and external domain values, see the Deployment Manager Help.

Step 5: Verify and monitor the cluster installation

Verify that Microsoft Dynamics CRM client applications can connect to Microsoft Dynamics CRM by using the cluster name, such as CRMNLBCluster.

To monitor the cluster, you have the following options.

  • Network Load Balancing Manager. Log entries are displayed in the bottom of Network Load Balancing Manager.

  • Event Viewer . Entries are recorded in the System logs by using the NLB source.

  • Wlbs. Run the wlbs.exe query or wlbs.exe display command at the command prompt to view information about the state of the cluster.

  • Windows Server 2008 Network Load Balancing Management Pack for Operations Manager 2007. When your organization uses MOM to monitor and manage the servers in your organization, include the Windows Server 2008 Network Load Balancing Management Pack for Operations Manager 2007 on the cluster hosts.

See Also

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