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xRM1 Business Solutions for Microsoft CRM

Version Rollup 14 or higher

xRM1 Reportpackage

Update, Fresh Install and Removal

1 PREREQUISITES AND DOWNLOAD 1

1.1 PREREQUISITES 1 1.2 DOWNLOAD AND EXTRACT THE SOLUTION 1

2 FRESH INSTALL 2

2.1 INSTALL THE SQL COMPONENTS 2 2.2 START THE IMPORT IN MICROSOFT DYNAMICS CRM 4 2.2.1 FORECAST UTILIZATION 6 2.2.2 EMPLOYEE TIMESHEET 6 2.2.3 WORK IN PROGRESS 6

3 UPDATE 7

3.1 UPDATE THE SQL COMPONENTS 7 3.2 START THE UPDATE OF YOUR REPORTS IN MICROSOFT DYNAMICS CRM 9

4 REMOVAL (OPTIONAL) 11

4.1 REMOVING THE SQL COMPONENTS 11 4.2 DELETING YOUR REPORTS IN MICROSOFT DYNAMICS CRM 12

5 FURTHER INFORMATION AND TROUBLESHOOTING 13

1 Prerequisites and Download 1.1 Prerequisites

The SQL Report Package will only work correctly with on-premise deployments of Microsoft Dynamics CRM 2011 and 2013

You need administrative access to the CRM database of your SQL Management Server Microsoft CRM 2011 update rollup v14 (or higher) or Microsoft CRM 2013 update rollup v2 (or

higher) should be installed. You have to run the same xRM1 update rollup as the rollup version of the SQL Report Package

that you are going to install Your CRM user should have the right to install reports

1.2 Download and extract the solution Make sure that you’ve downloaded the xRM1_Rollup_XX_Reportpackage_(VX_X_XXxxx_xxxx).exe from the xRM1 webpage. Save this self-extracting exe file on your local computer. Extract it with a double click. The newly created folder should contain the following files:



Filename Description

InstallxRM1ViewsAndFunctions.sql Script which will install components in your CRM database

DeletexRM1ViewsAndFunctions.sql SQL script which will remove all traces of the report package

xRM1_Rollup_XX_Reportpackage_(VX_X_XXxxx_xxxx).zip CRM solution file

The .zip file contains the CRM reports and will later be installed just like the xRM1 update rollup v14 solution installation. Therefore, the zip file should not be extracted.

2 Fresh install You should only proceed with one of the following steps: “Fresh Install, Update or Removal”. Choose ‘Fresh Install’, when you haven’t previously installed any of the following 6 reports:

Report

Forecast Utilization (EN) / Ausblick Auslastung (DE)

Employee Timesheet (EN) / Mitarbeiter Buchungsübersicht (DE)

Work in Progress (EN) / Projektstatus (DE)

Choose ‘Update’, when you’ve previously installed one or more of these reports in a solution or separately. Choose ‘Removal’, when you don’t need the reporting solution any more.

2.1 Install the SQL components Open your SQL Server Management Studio

Usually, the following authentication method is used:

Navigate to the deployment database where you want to install the SQL reports to. This could be:

->



When your not sure which CRM Database to use, refer to the SQL Server setting in your deployment manager:

Click in your SQL Server Management Studio. Drag & drop the ‘InstallxRM1ViewsAndFunctions.sql’ file into the new empty window of the SQL Server Management Studio. Alternatively, you can also open the .sql file with a text editor and copy & paste the content. Your result should look like this:

The next step is to change the script, so that the components will be installed to the right database. The line:

should be changed to include your CRM database, for example: to Click on , or press F5 to execute your customized script. The confirmation message should be the following: *********************************** xRM1 Create-Batch started ***********************************



Delete existing objects Create required objects: View icv_WorkInProgress01 View icv_ForecastUtilization01 View icv_ForecastUtilization02 View icv_ForecastUtilization03 View EmployeeTimesheet01 View EmployeeTimesheet02 View EmployeeTimesheet03 View EmployeeTimesheet04 View EmployeeTimesheet05 View EmployeeTimesheet06 View EmployeeTimesheet07 Set Permissions for ReportingGroup HONAG\ReportingGroup {9d72a2d1-36e0-40c4-9e7f-3cb6df13932c}: ReportingGroup permissions are granted to icv_WorkInProgress01 ReportingGroup permissions are granted to icv_ForecastUtilization01 ReportingGroup permissions are granted to icv_ForecastUtilization02 ReportingGroup permissions are granted to icv_ForecastUtilization03 ReportingGroup permissions are granted to icv_EmployeeTimesheet01 ReportingGroup permissions are granted to icv_EmployeeTimesheet02 ReportingGroup permissions are granted to icv_EmployeeTimesheet03 ReportingGroup permissions are granted to icv_EmployeeTimesheet04 ReportingGroup permissions are granted to icv_EmployeeTimesheet05 ReportingGroup permissions are granted to icv_EmployeeTimesheet06 ReportingGroup permissions are granted to icv_EmployeeTimesheet07 Set Permissions to CRMReaderRole: CRMReaderRole permissions are granted to icv_WorkInProgress01 CRMReaderRole permissions are granted to icv_EmployeeTimesheet01 CRMReaderRole permissions are granted to icv_EmployeeTimesheet02 CRMReaderRole permissions are granted to icv_EmployeeTimesheet03 CRMReaderRole permissions are granted to icv_EmployeeTimesheet04 CRMReaderRole permissions are granted to icv_EmployeeTimesheet05 CRMReaderRole permissions are granted to icv_EmployeeTimesheet06 CRMReaderRole permissions are granted to icv_EmployeeTimesheet07 CRMReaderRole permissions are granted to icv_ForecastUtilization01 CRMReaderRole permissions are granted to icv_ForecastUtilization02 CRMReaderRole permissions are granted to icv_ForecastUtilization03 Elements created.

If you get any errors during this process, your SQL Server user lacks the necessary permission to install views in the database. Use another user with more privileges.

2.2 Start the import in Microsoft Dynamics CRM Import the solution ZIP-File into you CRM system. Navigate to: ‘Settings, Customization, Solutions’:



Should the system ask you how to handle any previous versions, please choose “Overwrite customizations”. Only the six included reports will be updated by this process. Your other CRM components will not be modified in any way.

The solution will batch install the following report files:


Ausblick Auslastung.rdl Reportfile: Forecast Utilization (German)

Employee Timesheet.rdl Reportfile: Employee Timesheet (English)

Forecast Utilization.rdl Reportfile: Forecast Utilization (English)

Mitarbeiter Buchungsübersicht.rdl Reportfile: Employee Timesheet (German)

Projektstatus.rdl Reportfile: Work in Progress (German)

Work in Progress.rdl Reportfile: Work in Progress (English)

Congratulations! You successfully installed your xRM1 Business Solutions Reporting Package



2.2.1 Forecast Utilization

Executing your list of available reports in CRM:

2.2.2 Employee Timesheet

Executing your list of available reports in CRM:

2.2.3 Work in Progress

Executing your project detail view in CRM:



3 Update 3.1 Update the SQL components The provided install script also updates your database components. Open your SQL Server Management Studio


Navigate to the deployment database where you want to update reports. This could be:



->

When your not sure which CRM database to use, refer to the SQL server setting in your deployment manager:

Click in your SQL Server Management Studio. Drag & drop the ‘InstallxRM1ViewsAndFunctions.sql’ file into the new empty window of the SQL Server Management Studio. Alternatively, you can also open the .sql file with a text editor and copy & paste the content. Your result should look like this:



The next step is to change the script so the components will be installed to the right database. The line :

should be changed to include your CRM database [without brackets], for example: to Click on , or press F5 to execute your customized script. The confirmation message should be the following: *********************************** xRM1 Create-Batch started *********************************** Delete existing objects Create required objects: View icv_WorkInProgress01 View icv_ForecastUtilization01 View icv_ForecastUtilization02 View icv_ForecastUtilization03 View EmployeeTimesheet01 View EmployeeTimesheet02 View EmployeeTimesheet03 View EmployeeTimesheet04 View EmployeeTimesheet05 View EmployeeTimesheet06 View EmployeeTimesheet07 Set Permissions for ReportingGroup HONAG\ReportingGroup {9d72a2d1-36e0-40c4-9e7f-3cb6df13932c}: ReportingGroup permissions are granted to icv_WorkInProgress01 ReportingGroup permissions are granted to icv_ForecastUtilization01 ReportingGroup permissions are granted to icv_ForecastUtilization02 ReportingGroup permissions are granted to icv_ForecastUtilization03 ReportingGroup permissions are granted to icv_EmployeeTimesheet01 ReportingGroup permissions are granted to icv_EmployeeTimesheet02 ReportingGroup permissions are granted to icv_EmployeeTimesheet03 ReportingGroup permissions are granted to icv_EmployeeTimesheet04 ReportingGroup permissions are granted to icv_EmployeeTimesheet05 ReportingGroup permissions are granted to icv_EmployeeTimesheet06 ReportingGroup permissions are granted to icv_EmployeeTimesheet07 Set Permissions to CRMReaderRole: CRMReaderRole permissions are granted to icv_WorkInProgress01 CRMReaderRole permissions are granted to icv_EmployeeTimesheet01 CRMReaderRole permissions are granted to icv_EmployeeTimesheet02 CRMReaderRole permissions are granted to icv_EmployeeTimesheet03 CRMReaderRole permissions are granted to icv_EmployeeTimesheet04 CRMReaderRole permissions are granted to icv_EmployeeTimesheet05 CRMReaderRole permissions are granted to icv_EmployeeTimesheet06 CRMReaderRole permissions are granted to icv_EmployeeTimesheet07 CRMReaderRole permissions are granted to icv_ForecastUtilization01 CRMReaderRole permissions are granted to icv_ForecastUtilization02 CRMReaderRole permissions are granted to icv_ForecastUtilization03 Elements created.

You can close the SQL Management Studio without saving. If you get any errors during this process, your SQL server user lacks the necessary permission to install views in the database. Use another user with more privileges.

3.2 Start your report updates in Microsoft Dynamics CRM Import the solution ZIP-File into you CRM system. Navigate to ‘Settings, Customization, Solutions’:



Your CRM should warn you that you are about to update an existing solution. Choose to overwrite customizations. Only the six included reports will be updated by this process. Your other CRM components will not be modified in any way. If you made any changes to the provided reports – please be sure to reupload your altered reports under a new name. The old version – regardless of a simply modified name - will be deleted during the update process.

The solution will batch update the following report files:







Work in Progress.rdl Reportfile: Work in Progress (English) Ifyour CRM system lists those reports multiple times after the update process, it’s doing a fresh install of the reports. In that case, try to manually delete these 6 reports and your report solution and import your report solution file again. Be careful not to delete any other reports or any other solution.

Congratulations! You successfully updated your xRM1 Business Solutions Reporting Package



4 Removal (optional) 4.1 Removal of the SQL components Several components are created in your CRM database during the installation process. These take up very little space.However, if you don’t want the reports anymore, you have the option to remove these components. Open your SQL Server Management Studio:


Navigate to the deployment database where you want to update reports. This could be:

->

When your not sure which CRM database to use, refer to the SQL server setting in your deployment manager:

Click in your SQL Server Management Studio. Drag & drop the ‘DeletexRM1ViewsAndFunctions.sql’ file into the new empty window of the SQL Server Management Studio. Alternatively, you can also open the .sql file with a text editor and copy & paste the content. Your result should look like this:



The next step is to change the script so that the components are installed in the right database. The line:

should be changed to include your CRM database , for example: to Click on , or press F5 to execute your customized script. The confirmation message should look like the following: *********************************** xRM1 Delete-Batch started *********************************** Delete Views: View icv_WorkInProgress01 View icv_ForecastUtilization01 View icv_ForecastUtilization02 View icv_ForecastUtilization03 View icv_EmployeeTimesheet01 View icv_EmployeeTimesheet02 View icv_EmployeeTimesheet03 View icv_EmployeeTimesheet04 View icv_EmployeeTimesheet05 View icv_EmployeeTimesheet06 View icv_EmployeeTimesheet07 Delete Functions: *************************************** xRM1 Delete-Batch completed ***************************************

4.2 Deleting your reports in Microsoft Dynamics CRM Navigate to: ‘Settings, Customization, Solutions‘



Find the existing ‘xRM1_Rollup_XX_Reportpackage_(VX_X_XXxxx_xxxx)’ reporting solution and check it.

Click on ‘Delete’ and confirm with ‘OK’. Check if all 6 RU10 reports have been deleted correctly.







Work in Progress.rdl Reportfile: Work in Progress (English) Should your CRM system still list those reports after deleting the report solution, you’ll have to manually delete these 6 reports. Be careful not to delete any other reports or any other solution.

Congratulations! You successfully removed your xRM1 Business Solutions Reporting Package

5 Further information and troubleshooting Check our FAQs: http://www.xRM1.com/en/faq.htm If you are still facing problems, please contact our xRM1 Support. http://www.xRM1.com/en/support.htm

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