Configuration

Error - IP Address Mismatch

Log on to the server and open regedit and the CRM settings

Change the key value "IPAddressChecking" to be N

IIS needs to be reset for the change to take effect

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If you install SQL Express the system will setup a default sa password as

 SageCRMv71

Ref: https://community.sagecrm.com/user_community/f/84/p/6017/22204.aspx#22204

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To expose emailtemplates to CRM run the following update in SQL

 update Custom_Tables
   set Bord_Hidden=null
   where Bord_Name='EmailTemplates'

and then reload metadata (or restart IIS)

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HTTP 403.14 Forbidden Error

This can happen in CRM with development of custom pages especially when changing from admin mode to Normal user mode

A work around to top this happening is to create a default page in the "CRM/custompages" folder

This page redirects the user to some location (our example goes to action 183.

 var newUrl=CRM.Url(183);
 Response.Redirect(newUrl);

Within IIS you have to add your file name as a default document at the custompages folder level

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Ref: https://support.na.sage.com/selfservice/viewContent.do?externalId=39716&sliceId=1

Description

How to configure CRM 7.2 for IIS Auto Login Resolution

   Open the IIS Manager
   Click on the CRM site
   Click Basic Settings
   Set the Connect As setting to 'Application User (Pass-through Authentication)'
   Click on the CRM site
   Open the Authentication inteface
   Enable Anonymous and Windows Authentication (**** in fact this is wrong according to https://community.sagecrm.com/knowledgebase/w/onpremisekba/760.536-17048-http-401-5-using-iis-autologin.aspx  -see below)
   Select Anonymous Authentication and click Edit
   Set the Anonymous Authentication to use the Application Pool Identity
   Open Internet Explorer and log in to CRM
   Setup all your user accounts so that the usernames matches the usernames Active Directory
   Click Administration, Users, User Configuration
   Click Change
   Set IIS Auto Login to Yes
   Set the Default Domain for IIS Auto Login to match your Windows Domain
   Open SQL Management Studio
   Click New Query
   use [CRM Databasename]
   go
   update users set user_password = NULL
   Do an IISReset
   Open Internet Explorer
   Go to Internet Options
   Add the CRM site to Trusted Sites
   Click the Custom Level option under Security
   Under User Authentication, set the option to 'Automatic Logon with Current Username and Password'
   Repeat step 19-23 on all workstations

ref: https://community.sagecrm.com/knowledgebase/w/onpremisekba/760.536-17048-http-401-5-using-iis-autologin.aspx

Summary:

A login prompt may appear when logging into CRM using IIS autologin. On entering a username and password, a 401.5 (Unauthorized) error page may appear.

Resolution:

This issue may be caused by having Anonymous authentication enabled on the CRM virtual directory in IIS. When using IIS autologin, only Windows authentication should be enabled.

More information:

The following may assist in troubleshooting IIS autologin cases:

   On the client machine, open a command prompt and run the "whoami" command. This will return the domain\username you should be using in CRM. The domain goes in the Default Domain for IIS login field in Administration -> Users -> User Configuration. The username should match a user logon in CRM.
   Enabling the full CRM sql logs may be useful, as the username being used by CRM will appear in the logs.
   IIS Failed Request tracing can be used to identify the source of HTTP error codes (401, 404, 403 etc) returned from IIS.
   More information is available here: http://support.microsoft.com/kb/942078