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Install Email Router and Rule Deployment Wizard

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Applies To: Dynamics CRM 2015

To install the Email Router and the Rule Deployment Wizard, run the Microsoft Dynamics CRM Email Router Setup. To install the Email Router and the Rule Deployment Wizard, follow the instructions in this section.

Keep your Microsoft Dynamics CRM deployment current by installing the latest updates and hotfixes automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. Choosing Microsoft Update lets you install recommended updates automatically and without administrator permissions.

If you have a previous version of the Email Router installed, do not use the procedures in this section. Instead, see Upgrade CRM 2013 Email Router to CRM 2015 Email Router.

To set up the Email Router

  1. Installation Task 1: Install the Email Router and, optionally, the Rule Deployment Wizard. For more information, see Install the Email Router below.

  2. Installation Task 2: Configure the Email Router. For more information, see Configure the Email Router.

  3. Installation Task 3: (Optional) Deploy Inbox Rules. For more information, see Deploy inbox rules.

Important

If you did not specify an incoming email server during Microsoft Dynamics CRM Server Setup, you must manually add the service account running the Email Router service to the PrivUserGroup security group. The PrivUserGroup security group is created during Microsoft Dynamics CRM Server Setup.

In This Topic

Install the Email Router

Minimum permissions required to run the Email Router and the Rule Deployment Wizard

Install the Email Router

  1. Meet the Email Router requirements specified in Microsoft Dynamics CRM Email Router hardware requirements and in Microsoft Dynamics CRM Email Router software requirements.

  2. Log on to the computer that will serve as the Email Router as a Domain User with Local Administrator privileges. We recommend that you dedicate a Windows desktop PC that will not be shut down on a regular basis so that the Email Router will consistently route email messages.

  3. Access and run the installation files.

    • To install from the Web, open the download page (Microsoft Dynamics CRM 2015 Email Router) and then download and run the executable file.

      Note

      The download site may present you with a choice of executable files. If you are installing on a 64-bit computer, choose a file with a name such as DynamicsCRMEmail_1033_amd64.exe. For a 32-bit computer, the file name is similar to DynamicsCRMEmail_1033_i386.exe.

    • To install from a network or from a DVD: Open the appropriate installation folder (..\EmailRouter\amd64 for 64-bit or ..\EmailRouter\i386 for 32-bit) and then run the SetupEmailRouter.exe file.

  4. If a Security Warning dialog box appears, click Run.

  5. On the Welcome to Microsoft Dynamics CRM 2015 Email Router setup page, select whether you want to update Email Router setup. We recommend that you click Get updates for Microsoft Dynamics CRM. Then, click Next.

  6. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept.

  7. If required components are missing, the Install Required Components page appears. If this page does not appear, all required components are installed, and you can skip to the next step in the installation procedure.

    If required components are listed, you can install them now. Click Install. After the components are installed, the status column changes from Not Installed to Installed. Click Next to continue.

    Note

    These components are required before the Email Router can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed.

    Setup might require connection to the internet if the required component setup binary files are not found on your computer.

    Although installation of certain components requires a computer restart, the computer is not restarted automatically. Setup installs the required components and then waits for your input. At this point, quit the setup process, restart the computer, and continue the Email Router installation by running SetupEmailRouter.exe again.

  8. On the Select Router Components page, select either or both options, and then click Next.

    • Microsoft Dynamics CRM Email Router Service. This option installs the Email Router service and Email Router Configuration Manager.

    • Rule Deployment Wizard. This option installs the Rule Deployment Wizard. Optionally, you can install this wizard on any computer in the Active Directory Domain of the Exchange Server.

    Warning

    On the Select Router Components page, if you clear the option of a component that has already been installed, that component will be uninstalled.

  9. On the Select Microsoft Update Preference page, you must select either of the following options, and then click Next. For more information about the legal terms and privacy with Microsoft Update licensing, see Windows Update FAQ.

    • Use Microsoft Update when I check for updates (recommended). By selecting this option, Email Router will use the Microsoft Update settings on the computer.

    • I don’t want to use Microsoft update. You should only select this option if the computer uses another method to install updates such as by using Windows Server Update Services (WSUS).

  10. On the Select Install Location page, either accept the Default file installation directory or Browse to indicate a different location, and then click Next.

  11. The System Checks page appears. This page is a summary of all system requirements for a successful Email Router installation. Verification errors must be corrected before the installation can continue. If there is a problem that will take time to correct, cancel Setup at this point, fix the problem, and restart Setup. When no verification errors remain, click Next.

  12. The Ready to Install page appears. Review the installation selections that you have made. Click Back to change your selections, or Install to install now.

  13. After Email Router Setup is finished installing files, click Finish.

Minimum permissions required to run the Email Router and the Rule Deployment Wizard

  • For Email Router, the following conditions must be met:

    • The account that is running the Email Router service (Microsoft CRM Email Router) must be the Local System account.

    • For Microsoft Dynamics CRM (on-premises), the computer where the Email Router service is running must be added to the PrivUserGroup Active Directory security group. This membership can be added during Microsoft Dynamics CRM Server Setup.

  • For the Rule Deployment Wizard, the following conditions must be met:

    • The user must have logged on as a Microsoft Dynamics CRM user with a security role.

    • The user must be a member of the Local Administrators group on the computer where the wizard is running.

    • For Microsoft Dynamics CRM (on-premises), the user must have administrative permissions on the Exchange Server.

See Also

Install Email Router for Microsoft Dynamics CRM 2015 and CRM Online
Email Router

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