Adding CRM users on an SBS2003 instance

I just installed CRM 3.0 on our instance of SBS2003. All of the
documentation I've read thus far instructs me to use Active Directory
to add new users. What about using SBS2003's built in "Server
Management" app, will that work as well? I have a half a dozen
existing users on the SBS server prior to installing CRM. Some have
Exchange email boxes some do not. How do I go about adding them to
CRM? I assume the ones with exchange email boxes will need to have
one set up for them to fully participate in CRM. This is my FIRST
ever CRM installation, so please be gentle if these are really STUPID
questions. <grin>

Gary 


0
Gary
1/6/2006 9:06:51 PM
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These are in NO WAY stupid questions!!

You would still add your Network Users using the add user wizards in the SBS 
Server Management console.

Now, in CRM when adding a user, you're not creating a new NETWORK user, but 
rather telling CRM to add a current Network user AS A CRM USER.

So, the user will have to be added to CRM in the CRM settings -> Business 
Units -> Users area, and you'll tell CRM which NETOWORK user to use.

Let me know if I can shed any more light :-)

Gavin
--
Small Business Server Specialist
Microsoft CRM Specialist
Microsoft Certified Partner
www.interprom.com

"Gary Shell" <gshell@fuse.net> wrote in message 
news:%23F%23cyUwEGHA.2300@TK2MSFTNGP15.phx.gbl...
>I just installed CRM 3.0 on our instance of SBS2003. All of the
> documentation I've read thus far instructs me to use Active Directory
> to add new users. What about using SBS2003's built in "Server
> Management" app, will that work as well? I have a half a dozen
> existing users on the SBS server prior to installing CRM. Some have
> Exchange email boxes some do not. How do I go about adding them to
> CRM? I assume the ones with exchange email boxes will need to have
> one set up for them to fully participate in CRM. This is my FIRST
> ever CRM installation, so please be gentle if these are really STUPID
> questions. <grin>
>
> Gary
> 


0
Gavin
1/7/2006 4:19:56 AM
The installation instructions for CRM on SBS2003, specifically have you 
adding the users using Active Directory instead of the SBS2003 wizard, 
that's what had me confused.  Here's a quote from the "Microsoft CRM 3.0 
implementation Guide" PDF file, section 14, "Installing on Windows Small 
Business Server 2003", page 14-12:  "Add a User to Microsoft CRM Before 
adding a user to Microsoft CRM, you must first add the user to Active 
Directory. When adding users, you must also have an Exchange Server 2003 
mailbox created for them. To have the user created with an Exchange 2003 
mailbox, run the Active Directory Users and Computers utility on the Small 
Business Server computer.
? Add a user to Active Directory

1. Log on to the Small Business Server computer using an account that is a 
member of the Domain Administrators group.

2. On the Start menu, point to All Programs, point to Microsoft Exchange, 
and then click Active Directory Users and Computers.

3. In the console tree, double-click the domain node or the Organizational 
Unit where user accounts are located. (This may vary depending on your 
forest and domain structure. The default location is the User OU.)"

It goes on to show how you complete that and then add the user to CRM.  This 
really had me confused.  Because I thought if you don't add the users to the 
correct Organizational Unit in AD that SBS2003, might not find them and that 
the preferred method of adding uses to SBS was to ALWAYS use the SBS2003 
Wizard.

Gary


"Gavin" <gavin@interprom.com> wrote in message 
news:Ob26eG0EGHA.1464@TK2MSFTNGP11.phx.gbl...
> These are in NO WAY stupid questions!!
>
> You would still add your Network Users using the add user wizards in the 
> SBS Server Management console.
>
> Now, in CRM when adding a user, you're not creating a new NETWORK user, 
> but rather telling CRM to add a current Network user AS A CRM USER.
>
> So, the user will have to be added to CRM in the CRM settings -> Business 
> Units -> Users area, and you'll tell CRM which NETOWORK user to use.
>
> Let me know if I can shed any more light :-)
>
> Gavin
> --
> Small Business Server Specialist
> Microsoft CRM Specialist
> Microsoft Certified Partner
> www.interprom.com
>
> "Gary Shell" <gshell@fuse.net> wrote in message 
> news:%23F%23cyUwEGHA.2300@TK2MSFTNGP15.phx.gbl...
>>I just installed CRM 3.0 on our instance of SBS2003. All of the
>> documentation I've read thus far instructs me to use Active Directory
>> to add new users. What about using SBS2003's built in "Server
>> Management" app, will that work as well? I have a half a dozen
>> existing users on the SBS server prior to installing CRM. Some have
>> Exchange email boxes some do not. How do I go about adding them to
>> CRM? I assume the ones with exchange email boxes will need to have
>> one set up for them to fully participate in CRM. This is my FIRST
>> ever CRM installation, so please be gentle if these are really STUPID
>> questions. <grin>
>>
>> Gary
>>
>
> 


0
Gary
1/7/2006 10:58:56 PM
This is classic "one hand not knowing what the other is doing". 
Unfortunately with a company as large as Microsoft, this happens quite a 
bit.

Add your users with the SBS Wizard and you'll be fine :-)

Incidentally - in SBS you can without question add users manually, via 
active directory, but the SBS Add User Wizard saves you time, and ensures 
your users are set up according to SBS best practices.

-- 
Gavin
--
Small Business Server Specialist
Microsoft CRM Specialist
Microsoft Certified Partner
www.interprom.com
"Gary Shell" <gshell@fuse.net> wrote in message 
news:Owu6F49EGHA.524@TK2MSFTNGP09.phx.gbl...
> The installation instructions for CRM on SBS2003, specifically have you 
> adding the users using Active Directory instead of the SBS2003 wizard, 
> that's what had me confused.  Here's a quote from the "Microsoft CRM 3.0 
> implementation Guide" PDF file, section 14, "Installing on Windows Small 
> Business Server 2003", page 14-12:  "Add a User to Microsoft CRM Before 
> adding a user to Microsoft CRM, you must first add the user to Active 
> Directory. When adding users, you must also have an Exchange Server 2003 
> mailbox created for them. To have the user created with an Exchange 2003 
> mailbox, run the Active Directory Users and Computers utility on the Small 
> Business Server computer.
> ? Add a user to Active Directory
>
> 1. Log on to the Small Business Server computer using an account that is a 
> member of the Domain Administrators group.
>
> 2. On the Start menu, point to All Programs, point to Microsoft Exchange, 
> and then click Active Directory Users and Computers.
>
> 3. In the console tree, double-click the domain node or the Organizational 
> Unit where user accounts are located. (This may vary depending on your 
> forest and domain structure. The default location is the User OU.)"
>
> It goes on to show how you complete that and then add the user to CRM. 
> This really had me confused.  Because I thought if you don't add the users 
> to the correct Organizational Unit in AD that SBS2003, might not find them 
> and that the preferred method of adding uses to SBS was to ALWAYS use the 
> SBS2003 Wizard.
>
> Gary
>
>
> "Gavin" <gavin@interprom.com> wrote in message 
> news:Ob26eG0EGHA.1464@TK2MSFTNGP11.phx.gbl...
>> These are in NO WAY stupid questions!!
>>
>> You would still add your Network Users using the add user wizards in the 
>> SBS Server Management console.
>>
>> Now, in CRM when adding a user, you're not creating a new NETWORK user, 
>> but rather telling CRM to add a current Network user AS A CRM USER.
>>
>> So, the user will have to be added to CRM in the CRM settings -> Business 
>> Units -> Users area, and you'll tell CRM which NETOWORK user to use.
>>
>> Let me know if I can shed any more light :-)
>>
>> Gavin
>> --
>> Small Business Server Specialist
>> Microsoft CRM Specialist
>> Microsoft Certified Partner
>> www.interprom.com
>>
>> "Gary Shell" <gshell@fuse.net> wrote in message 
>> news:%23F%23cyUwEGHA.2300@TK2MSFTNGP15.phx.gbl...
>>>I just installed CRM 3.0 on our instance of SBS2003. All of the
>>> documentation I've read thus far instructs me to use Active Directory
>>> to add new users. What about using SBS2003's built in "Server
>>> Management" app, will that work as well? I have a half a dozen
>>> existing users on the SBS server prior to installing CRM. Some have
>>> Exchange email boxes some do not. How do I go about adding them to
>>> CRM? I assume the ones with exchange email boxes will need to have
>>> one set up for them to fully participate in CRM. This is my FIRST
>>> ever CRM installation, so please be gentle if these are really STUPID
>>> questions. <grin>
>>>
>>> Gary
>>>
>>
>>
>
> 


0
Gavin
1/8/2006 3:38:16 AM
Thanks Gavin!

Gary

"Gavin Steiner" <gavin@interprom.com> wrote in message 
news:eyyQ3TAFGHA.376@TK2MSFTNGP12.phx.gbl...
> This is classic "one hand not knowing what the other is doing". 
> Unfortunately with a company as large as Microsoft, this happens quite a 
> bit.
>
> Add your users with the SBS Wizard and you'll be fine :-)
>
> Incidentally - in SBS you can without question add users manually, via 
> active directory, but the SBS Add User Wizard saves you time, and ensures 
> your users are set up according to SBS best practices.
>
> -- 
> Gavin
> --
> Small Business Server Specialist
> Microsoft CRM Specialist
> Microsoft Certified Partner
> www.interprom.com
> "Gary Shell" <gshell@fuse.net> wrote in message 
> news:Owu6F49EGHA.524@TK2MSFTNGP09.phx.gbl...
>> The installation instructions for CRM on SBS2003, specifically have you 
>> adding the users using Active Directory instead of the SBS2003 wizard, 
>> that's what had me confused.  Here's a quote from the "Microsoft CRM 3.0 
>> implementation Guide" PDF file, section 14, "Installing on Windows Small 
>> Business Server 2003", page 14-12:  "Add a User to Microsoft CRM Before 
>> adding a user to Microsoft CRM, you must first add the user to Active 
>> Directory. When adding users, you must also have an Exchange Server 2003 
>> mailbox created for them. To have the user created with an Exchange 2003 
>> mailbox, run the Active Directory Users and Computers utility on the 
>> Small Business Server computer.
>> ? Add a user to Active Directory
>>
>> 1. Log on to the Small Business Server computer using an account that is 
>> a member of the Domain Administrators group.
>>
>> 2. On the Start menu, point to All Programs, point to Microsoft Exchange, 
>> and then click Active Directory Users and Computers.
>>
>> 3. In the console tree, double-click the domain node or the 
>> Organizational Unit where user accounts are located. (This may vary 
>> depending on your forest and domain structure. The default location is 
>> the User OU.)"
>>
>> It goes on to show how you complete that and then add the user to CRM. 
>> This really had me confused.  Because I thought if you don't add the 
>> users to the correct Organizational Unit in AD that SBS2003, might not 
>> find them and that the preferred method of adding uses to SBS was to 
>> ALWAYS use the SBS2003 Wizard.
>>
>> Gary
>>
>>
>> "Gavin" <gavin@interprom.com> wrote in message 
>> news:Ob26eG0EGHA.1464@TK2MSFTNGP11.phx.gbl...
>>> These are in NO WAY stupid questions!!
>>>
>>> You would still add your Network Users using the add user wizards in the 
>>> SBS Server Management console.
>>>
>>> Now, in CRM when adding a user, you're not creating a new NETWORK user, 
>>> but rather telling CRM to add a current Network user AS A CRM USER.
>>>
>>> So, the user will have to be added to CRM in the CRM settings -> 
>>> Business Units -> Users area, and you'll tell CRM which NETOWORK user to 
>>> use.
>>>
>>> Let me know if I can shed any more light :-)
>>>
>>> Gavin
>>> --
>>> Small Business Server Specialist
>>> Microsoft CRM Specialist
>>> Microsoft Certified Partner
>>> www.interprom.com
>>>
>>> "Gary Shell" <gshell@fuse.net> wrote in message 
>>> news:%23F%23cyUwEGHA.2300@TK2MSFTNGP15.phx.gbl...
>>>>I just installed CRM 3.0 on our instance of SBS2003. All of the
>>>> documentation I've read thus far instructs me to use Active Directory
>>>> to add new users. What about using SBS2003's built in "Server
>>>> Management" app, will that work as well? I have a half a dozen
>>>> existing users on the SBS server prior to installing CRM. Some have
>>>> Exchange email boxes some do not. How do I go about adding them to
>>>> CRM? I assume the ones with exchange email boxes will need to have
>>>> one set up for them to fully participate in CRM. This is my FIRST
>>>> ever CRM installation, so please be gentle if these are really STUPID
>>>> questions. <grin>
>>>>
>>>> Gary
>>>>
>>>
>>>
>>
>>
>
> 


0
Gary
1/8/2006 4:47:51 AM
Reply:

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