As we know from previous posts (here), there is a security problem when storing Dynamics CRM documents in SharePoint - missing permissions / privileges synchronization. This allows unauthorized SharePoint users to reach private documents even if they DON´T have CRM privileges to access them.
CB Permissions Replicator fix this issue and keeps your documents safe by automatic synchronization of Dynamics CRM privileges with SharePoint permissions.
In this blog, we will be going over how to install and configure Connecting Software’s CBReplicator as a standalone, single package.
- .NET Framework 4.6.1
- Windows server 2008 R2/Windows 7 SP1 or higher with administrator privileges
- Single CRM System Administrator credentials
- Single SharePoint Site Collection Administrator credentials
- Already configured document management between CRM and SharePoint
The CB replicator contains a few key components:
- CB Replicator service
- CB Replicator controller
- CRM Solution
- ConnectBridge server with SharePoint and CRM connectors
- ODBC Driver
The default installation path includes all of these components in a single package, however, the CB Replicator can be installed and connected to an existing ConnectBridge server.
The first step is to run the CB Replicator Setup.exe as an administrator. Clicking “Install now” will install the solution as a single package deployment.
Choose a location to install the application as you would when installing any other program, then click “Install” to begin the installation of the files.
The CB replicator service is started by default in an Idle state (not processing data). This concludes the installation of the service, but, the service must be configured first before it can do anything.
In general, it is suggested to use the CB replicator controller UI to configure the service, but in some cases, you may want to edit the configuration xml file directly. (default path: C:\Program Files\Connecting Software\CB replicator\). If changes are made to the configuration file, in order to save them, you must restart the service.
Although CB Replicator can be configured to connect to multiple tenants of CRM and SharePoint, this blog will only cover a single tenant configuration. When the CB replicator is opened for the first time, the configuration wizard will open.
The configuration wizard is ONLY available for the single package deployment, otherwise you will have to connect to each of the instances of SP and CRM using the Connect Bridge Server Platform.
From the wizard, the first step is request and activate the license for the software.
“Clicking on Next (on the request license tab) will generate license request file (*.req extension). You need to send this file to firstname.lastname@example.org. If you have preconfigured email client a new email message with attached request will be created automatically. If not, you need to store the file and send it manually.” - CBReplicator User Guide
After the person responsible for installing the software receives the license file, it can be uploaded in the configuration wizard and activated.
The next and generally final step of the installation and configuration includes connecting to each of the CRM and SharePoint instances. You will be asked for the server URL, the User to connect with, and the user’s password.
Clicking Next, then Finish, will get the CB replicator ready for permission replication. You can start the replication immediately by clicking the checkbox on the finish screen or you can wait and start the service at another time by clicking the start button in the top left corner of the UI controller’s window.
This concludes the steps required for a functional standalone installation of the CB Replicator. Next week we will be looking at exactly how the CB Replicator helps close the security flaw between Dynamics CRM and SharePoint! Happy Replicating!