Microsoft Dynamics CRM server roles

Applies To: Dynamics CRM 2013

With Microsoft Dynamics CRM Server, you can install specific server functionality, components, and services on different computers. These components and services correspond to specific server roles. For example, customers who have larger user bases can install the Front End Server role on two or more servers that run Internet Information Services (IIS) to increase throughput performance for users. Or a Full Server role can be installed on one computer and Microsoft Dynamics CRM Reporting Extensions on another. If a server role is missing, Deployment Manager displays a message in the Messages area.

Use one of the following options to install server roles:

• Run the Microsoft Dynamics CRM Server Setup Wizard to select one or more server role groups or one or more individual server roles. If Microsoft Dynamics CRM Server is already installed, you can use Programs and Features in Control Panel to add or remove server roles.

• Configure an XML Setup configuration file and then run Setup at the command prompt to specify a server role group or one or more individual server roles. You cannot explicitly select the SQL Server "role" for installation during Microsoft Dynamics CRM Server Setup. This is a logical role that SQL Server sets when you specify a particular instance of SQL Server, either local or on another computer (recommended) for use in the Microsoft Dynamics CRM deployment. For more information, see Microsoft Dynamics CRM Server XML configuration file.

In This Topic

Available group server roles

Available individual server roles

Scope definition

Installation method definition

Install the Microsoft CRM Asynchronous Service to process only asynchronous events or email

Microsoft Dynamics CRM Server role requirements

Available group server roles

Although these server role groups are recommended for most deployments, any individual server role may be installed during Setup.

All server roles must be running in your organization’s network to provide a fully functioning system.

Available individual server roles

Scope definition

• Deployment. Each instance of the server role services the entire deployment.

• Organization. Each instance of the server role services an organization. Therefore, you can use a different server role instance for a given organization.

Installation method definition

• Individual, Group, or Full. During Microsoft Dynamics CRM Server Setup, you can install a server role individually, install one of the three predefined groups of server roles, or perform a Full Server installation that includes all roles. Or, you can select multiple individual server roles.

• srsDataConnectorSetup.exe. Install this role on the computer where Microsoft SQL Server Reporting Services is running by using Microsoft SQL Server Reporting Services Setup.

For more information about Microsoft Dynamics CRM server roles and multiple server deployment, see Install Microsoft Dynamics CRM Server on multiple computers in the Microsoft Dynamics CRM Planning Guide.

Install the Microsoft CRM Asynchronous Service to process only asynchronous events or email

The Microsoft CRM Asynchronous Processing Service (NT style service) can be used to process asynchronous events and email, accounts, contacts, and tasks using server-side synchronization. Depending on what server roles you select during Microsoft Dynamics CRM Server Setup, you can configure the Asynchronous Service to have the following features.

• Selecting both Asynchronous Service and Email Integration Service server roles installs the Asynchronous Processing Service that will be configured to process both asynchronous events and email, accounts, contacts, and tasks using server-side synchronization.

• Selecting only the Asynchronous Service server role installs the Asynchronous Processing Service that will be configured to process only asynchronous events.

• Selecting only the Email Integration Service server role, installs the Asynchronous Processing Service that will be configured to only process email, accounts, contacts, and tasks by using server-side synchronization.

Given these options, you can separate asynchronous events from server-side synchronization to help improve CRM system performance and simplify monitoring.

Microsoft Dynamics CRM Server role requirements

The following table describes the components necessary for each Microsoft Dynamics CRM Server role. An "X" indicates the component is required for the Microsoft Dynamics CRM Server role to install and function. Notice that in most cases if a component is not already installed, Microsoft Dynamics CRM Server Setup will install it.

Microsoft Dynamics CRM Server Role Prerequisites

The following table describes the group membership for the Active Directory that is used by Microsoft Dynamics CRM. An “X” indicates the group membership required for the service to function.

Group Membership Requirements

* The Web Application Service identity is applied to the CRMAppPool application pool. Subsequently, this identity is used by the Organization Service, Web Application, and Microsoft Dynamics CRM platform.

** The Sandbox Service does not need any Microsoft Dynamics CRM group membership.

See Also

Microsoft Dynamics CRM multiple-server deployment
Support for Microsoft Dynamics CRM multiple-server topologies

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