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This article contains steps to install Reporting Services and steps to manually
connect Reporting Services to Microsoft Dynamics CRM.
To manually connect Reporting Services to Microsoft Dynamics CRM, follow these
steps:
1. On the Microsoft CRM 3.0 installation CD, double-click the
Setup.exe file, and then follow the instructions that appear on the screen. The
Setup.exe file is located in the following folder: CD Root Drive\SRS
2- Install Service Pack 2 (SP2) for Reporting Services. To do
this, locate and then double-click the SP2Setup.exe file. The SP2Setup.exe file
is located in the following folder: CD Root Drive\SRS\sp2setup_1033
Use the rsconfig tool to configure the Report Server instance to use the
correct Report Server database. To do this, run the following command at the
command prompt: rsconfig -c -s sqlservername -d reportdatabasename -a windows
Notes
3-• In this command, sqlservername represents the name of the
actual Report Server instance, and reportdatabasename represents the name of
the actual database.
•The rsconfig tool is located in the following folder:
C:\Program Files\Microsoft SQL Server\80\Tools\Binn
•For more information about the rsconfig tool, run the following command at the
command prompt: rsconfig /?
4- Publish the reports. To do this, follow these steps:
a. Open the Command Prompt window. At the command prompt, open
the Reports folder by using the following path:
c:\program files\microsoft crm\reports
b. At the command prompt, run the following command:
publishreports.exe "company name" "domain\reportinggroup {GUID}"
Note In this step, substitute the appropriate values for companyname, for
domain, and for {GUID}.
Give the reports the correct permissions. To do this, follow these steps:
c. On the default Web site where Reporting Services is
installed, open the Reports folder by using the following path:
http://YourSRSserver/reports
d. Click Properties. Then click the Your_Org_Name_mscrm
folder.
Note In this step, Your_Org_Name represents the company name that you entered
during the Microsoft CRM installation.
e. Click the Security tab.
5- groups to Reporting Services, follow these steps:
a. On the Security tab, click New Role Assignment.
b. In the Group field or in the User name field, type
DOMAINNAME\REPORTINGGROUP {GUID}.
Note In this step, substitute the appropriate values for DOMAINNAME and for
{GUID}.
c- Click to select the Browser for Microsoft CRM check box.
Then click OK.
d- Repeat steps 1 through 3 for any missing groups. Give the
NT AUTHORITY\NETWORK SERVICE group the "Publisher for Microsoft CRM" role, and
then give the BUILTIN\Administrator the "Content Manager" role.
Note If the Microsoft CRM server is running on Windows 2000 Server, you must
add the computer account to the security settings for the Your_Org_Name_mscrm
folder.
6- Copy the style sheets for Microsoft CRM reports to your
Reporting Services installation. To do this, follow these steps:
a. Copy the Mscrm.css file, the Mscrmx.css file, the
Mscrmp.css file, and the Mscrmxp.css file from the Microsoft CRM Server CD to
the styles folder of your Reporting Services installation. These files are
located on the CD in the following folder:
wwwroot\CRMReports\rsstyles
b- By default, the path of the styles folder is the following
path:
C:\Program Files\Microsoft SQL Server\MSSQL\Reporting
Services\ReportServer\styles b. Select all four files.
c- Right-click the selected files. Then click Properties.
d- Click the Security tab. Then click Add.
Type UserGroup. Then click OK.
e)-Note In this step, UserGroup is a placeholder for an Active
Directory group that includes all Microsoft CRM users. f)-Modify the
permissions for UserGroup so that in the Allow column, only the Read permission
is selected. Then cl
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