Microsoft KB Archive/942549

= Microsoft Dynamics CRM 3.0 Exchange Email Router Compatibility Considerations =

Article ID: 942549

Article Last Modified on 9/13/2007

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APPLIES TO


 * Microsoft Dynamics CRM 3.0

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Source: Microsoft Support



RAPID PUBLISHING
RAPID PUBLISHING ARTICLES PROVIDE INFORMATION DIRECTLY FROM WITHIN THE MICROSOFT SUPPORT ORGANIZATION. THE INFORMATION CONTAINED HEREIN IS CREATED IN RESPONSE TO EMERGING OR UNIQUE TOPICS, OR IS INTENDED SUPPLEMENT OTHER KNOWLEDGE BASE INFORMATION.



Action
The CRM Exchange Email Router needs to be installed on a server that is running Microsoft Exchange 2000 or Microsoft Exchange 2003. This article describes what to consider should you have or want to run Microsoft Exchange 2007 in your environment.



Result


Cause
During the installation of Microsoft Exchange you are required to run a forest prep and a domain prep to apply schema changes to your Active Directory forest and domain to accommodate for Exchange. These schema changes are irreversible.

Exchange 2007 requires different schema changes from previous versions of Exchange, adding some new schemas and omitting some legacy schemas. If you upgrade Exchange from a previous version to version 2007, the upgrade will leave those legacy schema changes in place and simply adds the new changes. A fresh install of Exchange 2007 however will only apply the new schema changes and not the legacy schema changes.

Because of this, it is possible to have a side-by-side implementation of Exchange 200x and Exchange 2007 in your domain only when the Exchange 2007 was an upgrade. You cannot install Exchange 200x in a domain that had a fresh installation of Exchange 2007.



Resolution
Below are the recommendations for the CRM Exchange Email Router based on both scenarios.

1. If your Microsoft Exchange Server 2007 is an upgrade from a previous version of Microsoft Exchange.

In this scenario you can do with a side-by-side installation of you original Exchange 2007 server and a new Exchange 200x server. See the Implementation Guide for the exact steps on how to setup multiple Exchange servers in your environment. At a high level the steps are:

a. Install a new Exchange 2000 or Exchange 2003 server

b. Install the CRM Exchange Email Router on this server

c. In order to use the Rules Deployment Wizard against the mailboxes on the Exchange 2007 server, you will need to apply hotfix 930140 (http://support.microsoft.com/default.aspx?scid=KB;EN-US;930140) against the CRM Exchange Email Router installation.

2. If your Microsoft Exchange Server 2007 is a fresh installation, and you are in a position to undo this installation

In this scenario you choose to remove Exchange 2007 and corresponding schema changes to Active Directory. See the Implementation Guide for the exact steps on how to setup Exchange servers. At a high level the steps are:

a. Uninstall Exchange 2007

b. Restore your Active Directory to the point prior to the schema changes were applied

c. Install Exchange 200x and apply the corresponding schema changes

d. Install the CRM Exchange Email Router

3. If your Microsoft Exchange Server 2007 is a fresh installation, and you cannot undo this installation.

In this scenario you will need to create a completely separate Active Directory forest to that of Exchange 2007, so you can install Exchange 200x with the correct schema changes. See the Implementation Guide for the exact steps on how to setup Exchange servers and create forest trusts. At a high level the steps are:

a. Install a new Domain Controller, making it the root domain for a new forest

b. Install Exchange 200x and apply the corresponding schema changes

c. Enable routing between both forests

d. Create two-way trusts between your forests

e. Install the CRM Exchange Email Router against your Exchange 200x server, ensure the service runs under a domain user account

f. Add the domain user account of the CRM Exchange Email Router service to the PrivUserGroup in the original domain. You will need to change the scope of this group from Global level to Domain Local level, so users from other forests can be added.



MoreInformation
In order to use the Rules Deployment Wizard against the mailboxes on the Exchange 2007 server, you will need to apply hotfix 930140 (http://support.microsoft.com/default.aspx?scid=KB;EN-US;930140) against the CRM Exchange Email Router installation.



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Keywords: kbnomt kbrapidpub kbmbsmigrate KB942549

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