I have already described the “easy” process of using Microsoft’s PackageDeployer to install a sample USD solution. You will however eventually find that you’d like a clean / vanilla install to build your own solution from scratch. A few more steps are involved in that process, I will describe these below:
Installing USD in this vanilla state with no configurations will create a solution that isn’t “useable” but it gives a stable basis to begin customizations from a blank start point. (very useful!)
The process for a vanilla install is;
- Download the package deployer as “before”.
- Extract the files. (But then exit from the set-up wizard.)
- Install required managed solutions manually.
- Load base UII Options needed to support basic USD use.
- Create a connection manager hosted control.
- Create a global manage hosted control.
Note: See reference material on hosted controls for an explanation on the purpose / meaning of the connection manager and global hosted controls.
Install the USD Solutions
Having downloaded the package deployer and extracted the files install the two solutions needed to make USD work into your CRM organisation. These solutions can be found within the extracted files of the package deployer.
- UIIforMicrosoftDynamicsCRM_3_0_managed (In earlier versions the solution was “UiiForMicrosoftDynamicsCRM2011”)
NOTE: They need to be imported in the above order.
Having installed the solutions the next step will be to import a base set of UII options that are needed to make USD operate.
If you refresh your browser you’ll already find a new area has been added to the settings in CRM for Unified service desk.
Select the options “option” and then use the standard data import button. You’ll find the file to import In the same folder in the PackageDeployer as you used for the USD solutions earlier. The file name is “UIIOptions.CSV”.
Note: Use the automatic mapping but you’ll need to manually set that UII Option maps to “Option” in CRM.
Create hosted controls in USD
You need a minimum of two hosted controls in USD to be able to load the USD client. The connect manager and the global manager. For more details on these consult the Microsoft reference material on USD, for now lets just create them!
The connection manager essentially enables the global manager to connect to your CRM organisation. Think of the global manager as a container for all the other “objects” you’ll later create and configure in USD.
In the hosted controls section of USD add a new hosted control with the following settings;
- Name = Connection Manager
- Sort Order = 1
- USD Component Type = Connnection Manager
Global Connection Manager
Next, again in the hosted controls area of USD add another hosted control for the global connection manager. Using the following details;
- Name = CRM Global Manager (or any name you like!)
- Component type = Global Manager
- Sort order must be 2
If everything has gone to plan you’ll now be able to install the USD client and connect to your CRM organisation. However, at this point you’ll have pretty much zero functionality in USD. But now you can start the task of building your application from the ground up. Slower than using one of the Microsoft provided base packages but you’ll have the advantage of starting from a clean sheet. Good luck!