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How to manually connect SQL Reporting Services (SRSS) to Microsoft Dynamics CRM 3.0

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Summary

Consider 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.

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Introduction

This article contains steps to install Reporting Services and steps to manually connect Reporting Services to Microsoft Dynamics CRM.

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More information

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
  3. 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
    • 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:
    1. Open the Command Prompt window. At the command prompt, open the Reports folder by using the following path:
      c:\program files\microsoft crm\reports
    2. 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}.
  5. Give the reports the correct permissions. To do this, follow these steps:
    1. On the default Web site where Reporting Services is installed, open the Reports folder by using the following path:
      http://YourSRSserver/reports
    2. 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.
    3. Click the Security tab.
    4. 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:
      1. On the Security tab, click New Role Assignment.
      2. 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}.
      3. Click to select the Browser for Microsoft CRM check box. Then click OK.
      4. 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:
    1. 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
    2. Select all four files.
    3. Right-click the selected files. Then click Properties.
    4. Click the Security tab. Then click Add.
    5. Type UserGroup. Then click OK.

      Note In this step, UserGroup is a placeholder for an Active Directory group that includes all Microsoft CRM users.
    6. Modify the permissions for UserGroup so that in the Allow column, only the Read permission is selected. Then click OK.

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References

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.

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Keywords: KB918841, kbhowto, kbmbsmigrate, kbmbsreports

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Article Info
Article ID : 918841
Revision : 2
Created on : 8/9/2007
Published on : 8/9/2007
Exists online : False
Views : 299