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AgileXRM System Requirementd

Introduction

This document describes the supported system requirements for installing each of the components of the product suite. The following components are included in the product suite:

requirements are kept in line with Dynamics 365 CE (CRM) System Requirements as described here:

https://support.microsoft.com/en-us/help/2669061/compatibility-with-microsoft-dynamics-crm

AgileXRM supports CDS for Apps.

currently does not support Dynamics 365 for Operations or Finance.

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Deployment Options

is very flexible in that it can be installed on one single server for smaller deployments or distributed in a HA Farm set up for large deployments. The components easily scale out. The information here applies to both physical machines as well as virtual machines. VMs can also be in public Cloud like Azure or other IaaS providers supported by Microsoft. For further information on Virtual Machine support, please see Support for Virtualization Technologies on page 16.

Single Server Deployment

NOTE: These are minimum requirements. It is recommended to use the Optimal System Requirements described in section 3.1.1

It is possible to install all components of in one single server including Dynamics 365 (CRM), SQL Server and SharePoint (optional). It is always possible to scale out to more servers at a later stage.

Non-Production Environments: Minimum System Requirements

For Development, Test, Demo or Evaluation environments the requirements are:

Feature Requirements
Processor (CPU) Dual-Core with clock speeds of 2.5 GHz or higher
Memory (RAM) 6 GB RAM
Available Hard Disk Space 10 GB
Other Hardware or Devices A network connection NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software Microsoft IIS corresponding to OS version
Other Software One of the following DB servers:
  • Microsoft Windows Server 2016 (ADFS 4.0 not supported)
  • Any of these browsers:
    • Microsoft Internet Explorer 10 or 11 (Not Compatibility View)
    • Latest Chrome version
    • Latest Firefox version
  • Microsoft .NET Framework 4.5.2
  • Microsoft SQL Server 2008 R2 (Std, Ent, DC)
  • Microsoft SQL Server 2012 (Std, Ent, DC)
  • Microsoft SQL Server 2014 (Std, Ent, DC)
  • Microsoft SQL Server 2016 (Std, Ent, DC)
  • Dynamics CRM 2013 (SP1 or higher)
  • Dynamics CRM 2015 (Update 0.1 or higher)
  • Dynamics 365 (CRM) 2016 (SP1 or higher)
  • Dynamics 365 CE Online (8.2+, 9.0+)
  • CDS for Apps
  • **NOTE**: On-Premise Workgroup Edition is not supported. **Optionally:**
  • SharePoint 2013 (Any Edition)
  • SharePoint 2016 (Any Edition)

Production Environments: Minimum System Requirements

It is recommended to have Dynamics 365 (CRM) and SQL Server on separate machines, but having them all in the same machine is supported. The requirements are very much dependent on intended usage, but minimum requirements are:

Feature Requirements
Processor (CPU) Dual-Core with clock speeds of 2.5 GHz or higher
Memory (RAM) 8 GB RAM
Available Hard Disk Space 10 GB
Other Hardware or Devices A network connection NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software Microsoft IIS corresponding to OS version
Other Software One of the following DB servers: <ul> <li>Microsoft Windows Server 2016 (ADFS 4.0 not supported)</li> <li>Any of these browsers:</li> <ul><li>Microsoft Internet Explorer 10 or 11 (Not Compatibility View)</li> <li>Latest Chrome version</li> <li>Latest Firefox version</li></ul> <li>Microsoft .NET Framework 4.5.2</li> <li>Microsoft SQL Server 2008 R2 (Std, Ent, DC)</li> <li>Microsoft SQL Server 2012 (Std, Ent, DC)</li> <li>Microsoft SQL Server 2014 (Std, Ent, DC)</li> <li>Microsoft SQL Server 2016 (Std, Ent, DC)</li> <li>Dynamics CRM 2013 (SP1 or higher)</li> <li>Dynamics CRM 2015 (Update 0.1 or higher)</li> <li>Dynamics 365 (CRM) 2016 (SP1 or higher)</li> <li>Dynamics 365 CE Online (8.2+, 9.0+)</li> <li>CDS for Apps</li> NOTE: On-Premise Workgroup Edition is not supported. </ul>Optionally: <ul><li>SharePoint 2013 (Any Edition)</li> <li>SharePoint 2016 (Any Edition)</li> </ul>

Multiple Server Deployments

Separating the components is recommended and the distribution depends on intended usage. Here are some example scenarios:

Small Deployment Example

In this typical scenario for smaller-size deployments (<200 users), all server components (with the exception of External Connector) can be installed on one server, with Dynamics 365 (CRM) and SQL Server being on separate servers:

Figure 1. Without External Connector

Figure 2. With External Connector

Please see section 3.1.1 for optimal requirements.

Medium-size HA Example

For a minimum High Availability (HA) scenario for medium-size deployments (100s of users), there would be 2 servers dedicated to (and if used, 2 servers for External Connector):

Figure 3. With External Connector

Please see section Optimal System Requirements on page 10 for details.

Large HA Farm Example

AgileXRM can scale to tens of 1000s of users, if required. For very large-scale deployments, a distributed HA Farm scenario may be set up where components are distributed on multiple servers and load-balanced:

Figure 4. With External Connector

Components can be combined as well in one server. The choice of distributing or combining components depends on the type of usage that users are going to have of the system.

Please see section Optimal System Requirements on page 10 for details.

Optimal System Requirements

System Requirements for Standalone Server

This section provides detailed information about the specific optimal system requirements for a standalone server, where all server components are installed in one server, but Dynamics 365 (CRM) and SQL Server are on separate machines:

Feature Requirements
Processor (CPU) 2 x Quad-Core CPU with clock speeds of 2.5 GHz or higher
Memory (RAM) 12 GB RAM
Available Hard Disk Space 600 MB (RAID 1 or 5)
Other Hardware or Devices A network connection NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software <ul> <li>Microsoft IIS corresponding to OS version</li> <li>Microsoft Windows Server 2016 (ADFS 4.0 not supported)</li> <li>Any of these browsers:</li> <ul> <li>Microsoft Internet Explorer 10 or 11 (Not Compatibility View)</li> <li>Latest Chrome version</li> <li>Latest Firefox version</li> <li>Microsoft .NET Framework 4.5.2</li> </ul> </ul>

System Requirements for AgileXRM Process Server component

This section provides detailed information about the specific optimal system requirements for the Process Server component of the . The recommended requirements for this component can vary based on the intended usage of the product. The System Administrator’s Portal is also installed on the same machine.

Feature Requirements
Processor (CPU) Dual-Core with clock speeds of 2.5 GHz or higher
Memory (RAM) 4 GB RAM
Available Hard Disk Space 150 MB
Other Hardware or Devices A network connection - NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software <ul> <li>Microsoft IIS corresponding to OS version</li> <li>Microsoft Windows Server 2016 (ADFS 4.0 not supported)</li> <li>Any of these browsers:</li> <ul> <li>Microsoft Internet Explorer 10 or 11 (Not Compatibility View)</li> <li>Latest Chrome version</li> <li>Latest Firefox version</li> <li>Microsoft .NET Framework 4.5.2</li> </ul></ul>

System Requirements for AgileXRM Process Manager component

This section provides detailed information about the specific optimal system requirements for the Process Manager component of .

Feature Requirements
Processor (CPU) Dual-Core with clock speeds of 2.5 GHz or higher
Memory (RAM) 2 GB RAM
Available Hard Disk Space 150 MB
Other Hardware or Devices A network connection NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software <ul><li>Microsoft IIS corresponding to OS version</li><li>Microsoft IIS corresponding to OS version</li> <li>Microsoft Windows Server 2016 (ADFS 4.0 not supported)</li> <li>Any of these browsers:</li> <ul> <li>Microsoft Internet Explorer 10 or 11 (Not Compatibility View)</li> <li>Latest Chrome version</li> <li>Latest Firefox version</li> <li>Microsoft .NET Framework 4.5.2</li> </ul> </ul>

System Requirements for AgileDialogs component

This section provides detailed information about the specific optimal system requirements for the AgileDialogs component of .

Feature Requirements
Processor (CPU) Dual-Core with clock speeds of 2.5 GHz or higher
Memory (RAM) 2 GB RAM
Available Hard Disk Space 150 MB
Other Hardware or Devices A network connection NIC 1 Gb or higher
Operating System (OS) Microsoft Windows Server 2012 R2
Locally Installed Software <ul><li>Microsoft IIS corresponding to OS version</li><li>Microsoft Windows Server 2016 (ADFS 4.0 not supported)</li> <li>Any of these browsers:</li> <ul><li>Microsoft Internet Explorer 10 or 11 (Not Compatibility View)</li> <li>Latest Chrome version</li> <li>Latest Firefox version</li> <li>Microsoft .NET Framework 4.5.2</li></ul></ul>

System Requirements for Envision Process Modeler

This section provides detailed information about the specific system requirements for the Envision component of.

Feature Requirements
Processor (CPU) Follow recommendations for your Visio version
Memory (RAM) 1 GB RAM
Available Hard Disk Space 400 MB (plus an additional 150+ MB for Microsoft Visio)
Other Hardware or Devices A network connection
Operating System (OS) Any OS supported by Visio
Locally Installed Software One of the following <ul> <li>Microsoft Visio 2013 (Any Edition - x64 Only)</li> <li>Microsoft Visio 2016 (Any Edition - x64 Only)</li> IMPORTANT: The option .NET Programmability Support should be selected when installing Visio.</li> <li>Microsoft .NET Framework 4.5</li> <li>Windows Identity Foundation (https://msdn.microsoft.com/en-us/security/aa570351.aspx?f=255&MSPPError=-2147217396) <li>Microsoft Internet Explorer 10 or 11</li> </ul>

System Requirements for Dynamics 365 (CRM) Integration component

This component can be installed anywhere (not necessarily on the Dynamics 365 (CRM) Servers themselves). It only unpacks the solution files (.zip) that need to be imported into Dynamics 365 (CRM). The solutions do not actually consume any noticeable server resources.

The Server(s) need to be in the same Active Directory Domain as the Dynamics 365 (CRM) Server(s), as they use Windows Integrated Authentication.

Users should either be added to the Dynamics 365 (CRM) User entity (systemuser)

Feature Requirements
Available Hard Disk Space 15 MB
Operating System (OS) Any OS supported by Dynamics 365 (CRM)
Required Software Dynamics CRM 2013 (SP1 or higher)<ul> <li>Dynamics CRM 2015 (Update 0.1 or higher)</li> <li>Dynamics 365 (CRM) 2016 (SP1 or higher)</li> <li>Dynamics 365 CE Online (8.2+, 9.0+)</li> <li>CDS for Apps</li> NOTE: Workgroup Edition is not supported. </ul>

System Requirements for AgileXRM Developer

This section provides detailed information about the specific optimal system requirements for the Developer component of .

Feature Requirements
Processor (CPU) Follow recommendations for your Visual Studio version
Memory (RAM) 1 GB RAM
Available Hard Disk Space 100 MB
Other Hardware or Devices A network connection
Operating System (OS) Any OS supported by Visual Studio
Locally Installed Software AgileXRM Envision Process Modeler should be already installed on the machine. <ul><li>Microsoft .NET Framework 4.5.2</li><li>Microsoft Visual Studio 2010 or 2012 or 2013 or 2015 (Not Express Editions)</li></ul>

System Requirements for AgileXRM SharePoint Integration component

This optional component consists of a set of SharePoint solutions used for exposing Processes to users outside of Dynamics 365. These users could be internal to the company or external to the company (For external users, an External Connector License is required).

Feature Requirements
Available Hard Disk Space 150 MB (in addition to the requirements of Microsoft SharePoint)
Operating System (OS) Any OS supported by SharePoint
Supported Software One of the following: <ul><li>Microsoft SharePoint Server 2013 (Any Edition)</li><li>Microsoft SharePoint Server 2016 (Any Edition)</li><li>Office 365 SharePoint Online</li></ul>

Client-side End-User System Requirements

Process Participant client PC

Feature Requirements
Operating System (OS) Any OS supported by Dynamics 365 (CRM) web client
Locally Installed Software Any browser supported by Dynamics 365 (CRM) web client

Full Users client PC

Feature Requirements
Operating System (OS) Any OS supported by Dynamics 365 (CRM) web client
Locally Installed Software Any browser supported by Dynamics 365 (CRM) web client

Support for Virtualization Technologies

AgilePoint is committed to fully supporting running on virtualization technologies. AgilePoint supports both physical server machines as well as virtual machines. AgilePoint recommends Windows Server® Hyper-V™, however other Microsoft and non-Microsoft virtualization products are also supported as discussed in the link below:

http://www.windowsservercatalog.com/results.aspx?&bCatID=1521&cpID=0&avc=0

AgilePoint recommends the following configurations to ensure optimal performance of the in a virtual environment:

Feature Requirements
Host OS Architecture x64
Host Machine Processors 8
Memory 4 GB allocated to each virtual machine
Bandwidth 1 Gb Network connection
Virtual Memory Memory allocation cannot always be guaranteed (i.e. if 4 GB is set for the virtual machine, it does not mean that the virtual machine will be using the entire 4 GB of memory at all times). The memory is shared amongst all the virtual machines
AgileXRM Database The Database role should preferably be on a physical machine