Installation - WEB.CONFIG file

 

The installation instructions below assume the starting point of a working CRM deployment either inhouse or IFD.

 

Download required software

The IPM files could be found at ftp://ftp.ipmglobal.net

Download and then extract these files into a working directory such as C:\IPMInstalls

ftp://ftp.ipmglobal.net/IPM%20Current%20Supported%20Versions/ipm6_2_0_x.zip (or later)

ftp://ftp.ipmglobal.net/IPM%20Document%20Uploader/Document Uploader for IPM.zip

ftp://ftp.ipmglobal.net/IPM%20Mail%20Manager/Mail Manager Setup 6.1.0.4.zip (or later)

ftp://ftp.ipmglobal.net/IPM%20Plugins/PluginRegistrationRool2011.zip (or later)

Download and then extract these files into C:\support\IPM\Solutions

ftp://ftp.ipmglobal.net/IPM%20Forms_Reports_Workflows/IPMReports_6_2_0_x.zip (or later)

ftp://ftp.ipmglobal.net/IPM%20Forms_Reports_Workflows/IPMWorkflows_6_2_0_x.zip (or later)

(Note that some file names and folders may change slightly, if required check with IPMGLOBAL on the correct files to use)

 

Installers

 

Unzip the IPM6_2_0_x.zip

Open c:\IPMInstalls\ipm6_2_0_x\IPMGlobal.IPM_MSCRM.Setup and edit ipm.config file

Update the Highlighted fields below (Comments have been excluded from example for space)

 

Create C:\IPM_DOCS and C:\IPM_LOGS folders and give USERS Full control.

Check port 9090 & port 9019 are not in use by running the below in a command prompt

netstat -n -a | findstr "9090"

netstat -n -a | findstr "9091"

You should get no results

Add the service account (SVC_CRMIPMSync) as a CRM user with the system admin role.

 

Install IPM

Run as admin

C:\Support\IPM\ipm6_2_0_3\IPMGlobal.IPM_MSCRM.Setup\Setup64.exe

If you get an error check you can browse http://localhost:9090 and https://localhost:9091

You may need to rebind the certificate on the HTTPS binding within IIS

Double check the setting in your ipm.config file and try the install again until you don’t get an error

Browse to SSRS EG Http://reports.ws2012/reports

Browse to /IPMGlobal/IPM_MSCRM

Create a folder for {OrgName}

 

Copy entire C:\Program Files\IPM Global\IPM for Microsoft Dynamics CRM\Data\Reports to C:\Reports

Run IPMGlobal.CRM2011.IPM.ReportsManager.exe as Admin

Click “Upload Reports”

Click “Detect Settings”

Add the OrgName to the end of the “Server Reports Folder”

Click “Upload Reports”

 

Install IPM configuration Manager

Run as admin

C:\Support\IPM\ipm6_2_0_3\IPMGlobal.IPM_MSCRM.ConfigurationManager\setup64.exe

Open CRM in a browser. Browse to Settings / Solutions

Import Solution

C:\Program Files\IPM Global\IPM for Microsoft Dynamics CRM Configuration Manager\Data\Solutions\Solution1_2015.zip (Where 2015 is your version of CRM)

Next, Import

This can take some time

 

 

Import 2nd solution

C:\Program Files\IPM Global\IPM for Microsoft Dynamics CRM Configuration Manager\Data\Solutions\Solution2_2015.zip

 

Publish all customizations

 

Run “IPM for Microsoft Dynamics CRM Configuration Manager” as admin

Create a new profile for your CRM environment. You can use the service account for your VERDEIPM account, be sure to tick IFD. Retrieve Organizations, OK

 

Add the relevant web server URL, if IFD add IFD url http://ipmweb.domain.com:9090 and https://ipmweb.domain.com:9091 and start configuration process, once completed leave screen open

 

Add the IPM (Full) role to the system admin user (VERDEIPM) and service account (SVC_CRMIPMSync)

 

Go to IPM License File Importation

(CRM IPM Settings open the only record

Click ‘IPM License import’

 

Browse to C:\Support\IPM\Licensing and select and import (one at a time in order)

1) Server License

2) User License

3) Integration License (Integration license only if you are integrating with Accounting systems)

4) Mail Manager license (If provided)

 

Go back to IPM configuration Manager you left open, and import System Data