Tech Support > Microsoft Windows > Windows CRM > Need help on setting up users
Need help on setting up users
Posted by Chris on March 13th, 2008


Hello all,
I am a complete newbie when it comes to CRM.
I finally got it installed and I can log into it now http://ironwood-crm:5555
I go to my url and get prompted for credentials and I put in my user
ID and Password which I am domain admin with all privelages.
Now I want to set up a few other users so we can get to testing and
setup.
I go to Settings/Business Unit Settings/Users
I see me as the only account.
If I try and add my boss for example I get an error.
The setup is SBS2003 fully patched with SQL Server 2005 standard
edition I think and CRM 3.0 all installed on the same machine. I am
not running Exchange server so we are doing this without Exchange.
I already had a Server 2003 Enterprise Edition server for my main AD,
DNS, Etc.. so when I setup the SBS 2003 Server I had to make it a
member server and brought over the appropriate roles for AD
administration etc..
SO I have a OU called CRM users but I dont want to have to create
seperate login for our employees just to use CRM. I want them to just
be able to use there normal Domain logins.
how can I got about this?

Cheers,
Chris

Posted by David Hodgson on March 13th, 2008


I think you will be told this by a lot of forum members...you cannot have
more than one domain with and SBS setup, even if it is a memeber server.

You will need to integrate with the AD on your domain controller (in your
case the 2K3 Enterprise Server).

My suggestion would be to install 2K3 on the server you are hosting CRM on
and join that as a member server to your domain or get a copy of 2K3
Standard Server and run that as a member server. Either way you only want
one copy of AD running on your network, if I get the jist of your setup
correct.

Hope this helps

Regards

"Chris" <chris.holub@gmail.com> wrote in message
news:011315f3-e932-41e6-b255-8be585ad53d9@a1g2000hsb.googlegroups.com...

Posted by Chris on March 14th, 2008


Hi David,

I only have one Domain.
Before I installed CRM our Current setup was one domain conroller that
also took care of DNS and DHCP. I have several other servers too but I
didnt dcpromo any of them. So one server running Server 2003
Enterprise edition.
Now I have CRM 3,0 Small biz Edition and of course I first tried to
install it on 2003 Enterprise Edition but it said it was made for
Small Biz Server 2003 only. Well I had a copy of that OS too so I
installed it. DIdint know at the time SBS want to be the domain
controller and I already had that running at the time on the other
server like I said. But after scouring the internet I found the
documentation that says just run DCPROMO on the SBS and do all the
global catalog migration over to the SBS and you can run CRM with no
problem so I did.
So back to my original question. I have SBS 2003 and its running AD
and I have several OU's already and as you know when you install CRM
it makes you create a OU for the CRM but I dont want to have to create
seperate accts just so they can use CRM. SO my main question is can I
move the users to the SRM OU I created and thats fine or can I leave
them in the OU's there in now but give them the permissions I need for
them to be CRM users also.
I know its very confusing and Im not even wording this right probably.
It would be much easier to show or talk to someone but this is what we
go for now.

Cheers,
Chris

On Mar 13, 2:49*pm, "David Hodgson" <david.hodg...@homenetz.co.uk>
wrote:

Posted by David Hodgson on March 14th, 2008


Hi,

I understand what you are saying but am a little confused by the fact that
when you ran DCPROMO on the SBS box you still have an AD, is that linked to
the AD on your Domain Controller.

If it is linked to the AD on your DC you should be able to go to the
settings area of CRM and add users, CRM will pick up information from the AD
and then you assign security roles in CRM.

If the AD on SBS is not linked, CRM will be looking for users on the SBS AD
and unless you create new users in that AD I dont think you are going to be
able to use CRM.

Sorry if that is not much help but that is the way I understand it!

Regards
"Chris" <chris.holub@gmail.com> wrote in message
news:eb0aa5fb-2ef8-402e-bf7e-c246920be32f@s12g2000prg.googlegroups.com...
Hi David,

I only have one Domain.
Before I installed CRM our Current setup was one domain conroller that
also took care of DNS and DHCP. I have several other servers too but I
didnt dcpromo any of them. So one server running Server 2003
Enterprise edition.
Now I have CRM 3,0 Small biz Edition and of course I first tried to
install it on 2003 Enterprise Edition but it said it was made for
Small Biz Server 2003 only. Well I had a copy of that OS too so I
installed it. DIdint know at the time SBS want to be the domain
controller and I already had that running at the time on the other
server like I said. But after scouring the internet I found the
documentation that says just run DCPROMO on the SBS and do all the
global catalog migration over to the SBS and you can run CRM with no
problem so I did.
So back to my original question. I have SBS 2003 and its running AD
and I have several OU's already and as you know when you install CRM
it makes you create a OU for the CRM but I dont want to have to create
seperate accts just so they can use CRM. SO my main question is can I
move the users to the SRM OU I created and thats fine or can I leave
them in the OU's there in now but give them the permissions I need for
them to be CRM users also.
I know its very confusing and Im not even wording this right probably.
It would be much easier to show or talk to someone but this is what we
go for now.

Cheers,
Chris

On Mar 13, 2:49 pm, "David Hodgson" <david.hodg...@homenetz.co.uk>
wrote:


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