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How to deal with roaming profiles and Outlook Syncronization in Citrix/TS

Question
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Our CRM Administrator has installed and configured the server components of CRM and handed me the client to install in our Citrix environment. I did the install on test servers and everything worked fine. However, we are now in pilot with users actually trying to sync contacts and I found some problems that I'm having some difficulty finding information on.
After the user sets up CRM once in Citrix, then logs into another server with CRM, an error appears:
"You already have Microsoft Dynamics CRM for Outlook installed on another computer. Only one client computer per user can run the automated process that does bulk updates of outlook items with Microsoft Dynamics CRM Data. This client should be the computer that is most often online (such as a desktop computer) or the users primary computer. To change the Synchronizing client, on the CRM Menu, click options, and click the synchronizing tab."
We are using roaming profiles so I would think that the OutlookSyncCache.sdf file would roam and this would not be an issue. However it is an issue.
Any pointers? I've reviewed the implementation guide, and I don't see anything specific to Citrix, Terminal Services, or Roaming Profiles. If anyone can point me in the right direction I would appreciate it!
Thanks!
Edit: Both server and client are CRM 4.0 Rollup 11
- Edited by Shelton_Smith Wednesday, July 21, 2010 4:04 PM spelling
Wednesday, July 21, 2010 3:57 PM
Answers
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Is it possible to set up affinity for your users so they log into the same Citrix server each time?
According to the Planning portion of the IG (http://technet.microsoft.com/en-us/library/dd979183.aspx), roaming profiles are supported, but affinity might help to mitigate the errors your users are seeing.
Matt Wittemann, MVP for CRM (http://icu-mscrm.blogspot.com)
- Marked as answer by Jim Glass Jr Monday, August 2, 2010 3:03 PM
Friday, July 30, 2010 3:35 PMModerator -
Hi Shelton,
From our experience roaming profiles can cause many small glitches. In our terminal services implementations we recommend not using roaming profiles. It can work, but there are sporatic profile issues. Usually deleting the user's profile and re-creating will fix the issue. We wrote a small blog on tips about terminal services and the outlook crm installations:
Alex Fagundes - www.PowerObjects.com- Marked as answer by Jim Glass Jr Monday, August 2, 2010 3:03 PM
Monday, August 2, 2010 1:50 PM
All replies
-
Is it possible to set up affinity for your users so they log into the same Citrix server each time?
According to the Planning portion of the IG (http://technet.microsoft.com/en-us/library/dd979183.aspx), roaming profiles are supported, but affinity might help to mitigate the errors your users are seeing.
Matt Wittemann, MVP for CRM (http://icu-mscrm.blogspot.com)
- Marked as answer by Jim Glass Jr Monday, August 2, 2010 3:03 PM
Friday, July 30, 2010 3:35 PMModerator -
Hi Shelton,
From our experience roaming profiles can cause many small glitches. In our terminal services implementations we recommend not using roaming profiles. It can work, but there are sporatic profile issues. Usually deleting the user's profile and re-creating will fix the issue. We wrote a small blog on tips about terminal services and the outlook crm installations:
Alex Fagundes - www.PowerObjects.com- Marked as answer by Jim Glass Jr Monday, August 2, 2010 3:03 PM
Monday, August 2, 2010 1:50 PM