Configuring CRM 4.0 for SSRS Without the Data Connector

I’m sure the first question someone would ask me is why do this, if installing the  SRS Connector does the job just fine? And I would answer that it does work, and that’s what we did. For the first install. We were creating two instances of CRM, one for a production environment, and one for a test environment. Each instance of the CRM application was on its own virtual web server, and the databases were to be housed in a single physical SQL Server. In this situation, we wanted both the sets of the CRM databases on the same database server. CRM always names the config database MSCRM_Config, so you can’t install a second instance in the same database server because unlike SharePoint, the configuration database name is always the same, and the second install just simply fails. So the initial solution to the problem was to use a second instance of SQL Server on the same physical server. This worked great, until we had to install the SRS Connector on the SQL Server. During the install of the SRS Connector you configure the URL to Reporting Services. The connector only works for one instance of SSRS on the physical box where it is installed. This left us out in the cold for the other instance in terms of the SRS Connector. Since CRM 3.0 didn’t have the SRS Connector, it’s pretty well-known how to configure Kerberos trusts so that SSRS can work from inside CRM without the SRS Connector, so that’s what we needed to do.

There are two ways to accomplish this:

  • Run the CRM site IIS application pool under a domain account
    • Set the SPN for that account
    • Set up trust for delegation to that account
  • Run the CRM site IIS application pool under a local account
    • Set a trust for the machine hosting CRM

Since it seemed to be fewer steps and less to maintain, we went with the second option, setting up an Active Directory trust for the web server hosting CRM.

It was not difficult to set the trust:

  1. On your domain controller (Server 2008 for me), open Active Directory Users and Computers.
  2. Navigate to (or find) the computer hosting CRM
  3. Open the properties of the computer
  4. Choose the Delegation tab
  5. Select Trust this computer for delegation to specified services only
  6. Select Kerberos only
  7. Click the Add button
  8. Click the Users or Computers button
  9. Enter the name of the CRM web server
  10. In the resulting list, choose http in the Service Type Column.
  11. Click a couple of OK buttons
  12. Reset IIS on the CRM server

It should look something like this when you are done:

Any other DC’s may have to sync, but at this point you should be all set.