CRM Data Source Connection Error


Working through some security modernization recently with a client I ran into a fun little nugget. What we were trying to accomplish was to make the service accounts being used more secure through the use of Managed Service Accounts.

Making the change was fairly easy and all of our services seemed to start up swimmingly. SQL Server was running perfectly fine. Even when we got to SSRS and applied the change to the Service account via SSRS Configuration Manager, things went smooth.

After ensuring the services all started came the task of validation. From a sysadmin perspective we often figure the validation process means looking through the tools we know and sometimes we don’t know what to do via the application to validate functionality. For this we more or less rely on the end-users. While waiting for the end-users to perform their validations, we resort to the tools known best to us – SSMS etc.

In the case of testing reports, one may attempt to use the Report Manager url (or report server url). When opening reports, you may see that everything is working correctly through that tool. So, you continue to wait for the end-user to validate. Eventually they say it all looks good only to report back a week later that nothing is working and now you are stuck trying to figure out what to do to resolve the problem.

SSRS Service Account Needs PrivUserGroup

This is particularly interesting given everything worked just fine before the service account change and given that the only thing that changed was the service account (via Reporting Services Configuration Manager). Nothing changed with the execution account (an execution account was not actually employed in this configuration at any point).

We also determined that nothing was necessary to be changed with the CRM’s “SRS Data Connector”. What is the next best thing? Well, time to take a look into the logs and try to find some clues there. Perusing the logs, I was able to find a couple of key indicators. Here are the two enlightening errors.

First error:

“Cannot create a connection to data source ‘CRM’.”

Better, more verbose exception that broke the case wide open:

“Immediate caller <SQL Server Reporting Services Service Account> has insufficient privilege to run report as user <SID>”

Googling for these errors revealed a lot of information about the errors in the event an Execution Account for SSRS was being used. That scenario didn’t apply but it did give a hint at what to look at next. Comparing the previous service accounts permissions in Active Directory to the new service accounts permissions we found the “PrivUserGroup” permission was missing. This permission was the exact permission mentioned in all of the other articles. Adding that permission immediately solved the issue for the end-users and their ability to run reports via the CRM application.

The Wrap

This article takes us to the edge with a couple of CRM related errors after changing the service account to a more secure Managed Service Account. Despite the CRM reports working properly within Report Manager (via SSRS), the reports would fail in CRM.

Comparing the permissions for the old service account versus the new service account shed a bright light on the problem indicating a missing permission. PrivUserGroup is essential to proper report functionality and should be added to either your execution account or your SSRS service account.

This has been another post in the back to basics series. Other topics in the series include (but are not limited to): Backups, backup history and user logins.

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