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Microsoft Knowledge Base Article
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Article ID: 918841 - Last Review: August 9, 2007 - Revision: 1.1 How to manually connect SQL Reporting Services (SRSS) to Microsoft Dynamics CRM 3.0Consider the following scenario:
- You try to install SQL Reporting Services (SSRS) for
Microsoft Dynamics CRM 3.0.
- The Environment Diagnostic Wizard fails.
- You click Ignore.
In this scenario, Reporting Services does not install. Notes
When you open forms or list views that contain the icon
that you can use to generate reports, you may experience slow performance. This
behavior indicates that Reporting Services is not installed or that Reporting
Services is not connected to Microsoft Dynamics CRM.
The version of
Reporting Services that is included on the Microsoft CRM 3.0 installation CD works only with Reporting Services for Microsoft SQL Server
2000. 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:
- 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 - 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 - Publish the reports. To do this, follow these steps:
- Open the Command Prompt window. At the command prompt,
open the Reports folder by using the following path:
c:\program files\microsoft crm\reports - 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:
- On the default Web site where Reporting Services is
installed, open the Reports folder by using the following path:
http://YourSRSserver/reports - 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. - Click the Security tab.
- Add the following groups by using the specified roles:
- BUILTIN\Administrators: Content Manager
- DOMAINNAME\ReportingGroup
{GUID}: Browser for Microsoft CRM
- NT AUTHORITY\NETWORK SERVICE: Publisher for
Microsoft CRM
Note If any of these groups are missing, you must add the missing
groups. To add groups to Reporting Services, follow these steps:
- On the Security tab, click New Role
Assignment.
- 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}. - Click to select the Browser for Microsoft
CRM check box. Then click OK.
- 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.
- Copy the style sheets for Microsoft CRM reports to your
Reporting Services installation. To do this, follow these steps:
- 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 By default, the path of the styles folder is the following path:C:\Program Files\Microsoft SQL Server\MSSQL\Reporting Services\ReportServer\styles - Select all four files.
- Right-click the selected files. Then click
Properties.
- Click the Security tab. Then click
Add.
- Type
UserGroup. Then click
OK.
Note In this step, UserGroup is a
placeholder for an Active Directory group that includes all Microsoft CRM
users. - Modify the permissions for
UserGroup so that in the Allow
column, only the Read permission is selected. Then click
OK.
For more information, see the "Additional Tasks Required
when You Use an Existing Reporting Services Installation" section on page 15-6
of the Microsoft CRM 3.0 Implementation Guide. Note The Microsoft CRM 3.0 Implementation Guide is available on the
Microsoft CRM documentation CD. This guide is also included on the Microsoft CRM
installation CD.
APPLIES TO- Microsoft Dynamics CRM 3.0
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