Opportunity scoring - step by step installation

By for June 3, 2016

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This article provide step by step instruction to install opportunity scoring solution.
<ul> <li><strong>Download zip file</strong> </li><li><strong>Extract content</strong> </li><li><strong>Double click on exe - CRMInstaller.exe</strong> </li></ul> <p>&nbsp;It will start installation wizard.</p> <h2>Summary</h2> <p>Installation wizard will ask you to</p> <ul> <li>Accept license agreement </li><li>Enter CRM credentials </li><li>Enter Azure subscription credentials </li> </ul> <p>&nbsp;</p> <h2>Details</h2> <p><strong>Double click on CRMInstaller.exe</strong></p> <p>&nbsp;</p> ![Opportunity scoring intaller][1] <p>&nbsp;<img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/1.JPG" alt="Opportunity scoring installer" width="600" height="319"></p> <p>&nbsp;</p> <p>&nbsp;</p> <p><strong>&nbsp;Click on Create New Model</strong></p> <p>It will open up a user agreement screen</p> ![EULA for opportunity scoring][2] <p><strong>Read the agreement.&nbsp; Click on &quot;I agree to the terms of this agreement&quot;</strong></p> <p>Tenant Detail screen opens.</p> <p><strong>Enter details of CRM tenants, user id and password&nbsp;</strong></p> <p><strong>&nbsp;&nbsp;&nbsp;</strong> If you do not have CRM tenant, you can sign up for&nbsp;<a title="CRM trial" href="https://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx" target="_blank">CRM trial tenant</a></p> <p>&nbsp;</p> ![Enter CRM credentials in Opportunity scoring installer][3] <p>A browser window will open and ask for used id for Azure subscription.</p> <p><strong>Enter user id on which you have Azure subscription.</strong></p> <p><em>System will retrieve Azure subscription for user id.</em></p> ![Enter id for Azure subscription][4] <p>&nbsp;</p> <p>&nbsp;</p> <p><em>A dialog box will open and ask your user id for Azure subscription.</em><strong><em>&nbsp;</em> </strong></p> <p><strong>Enter user id, password.</strong></p> <p><em>Next screen will display Azure subscription.</em></p> <p><em>If you have multiple subscriptions, multiple subscription will be shown.</em></p> <p><em>Select subscription in which you wish to create machine learning model</em></p> ![Select Azure subscription][5] <p>&nbsp;Geo Location will get populated.</p> <p><strong>Select Region in which you want to create model. Click Next</strong></p> <p>&nbsp;</p> ![Select Gro Location][6] <p><strong>Select Azure subscription i</strong>n which you want to create opportunity scoring model.</p> <p><strong>Select region i</strong>n which you want to create model.</p> <p>Click Next.</p> <p><em>Run Mode screen is displayed. It has default selection &quot;Web job&quot;. </em></p> <p><em>Local mode is disabled. If you need to create job on local machine, contact Microsoft team.</em></p> <p><strong><em>Click Next.</em></strong></p> ![Web jobs][7] <p>&nbsp;<img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/5.JPG" alt="" width="600" height="324">&nbsp;</p> <p>&nbsp;Next screen ask for email information. This is optional.&nbsp;You can provide email details if you wish to receive notification from Azure subscriptions about pipeline run.</p> <p><strong>Click Next</strong></p> ![Enter email details][8] <p>Note: Your email is used by your Azure subscription.&nbsp;&nbsp; It is not shared with anyone.</p> <p>&nbsp;Installer will start provisioning Azure services.</p> <p><img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/activities-0.JPG" alt="" width="600" height="319"></p> <p>&nbsp;It will first create Azure storage</p> <p><img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/activities-1.JPG" alt="" width="600" height="330"></p> <p>&nbsp;</p> <p>Then it will create resource group</p> <p><img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/activities-2.JPG" alt="" width="600" height="337"></p> <p>&nbsp;</p> <p><img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/activities-keyvault.JPG" alt="" width="600" height="328"></p> <p>It will take between 10-20 minutes to set up all resources.</p> <p>Installer will create Azure ML work space. &nbsp;You will receive an email from &quot;Microsoft Azure Machine Learning&quot; confirming that you have created Azure ML workspace.</p> <p>Installer will copy machine learning experiment(s) in work space. &nbsp;There are 3 experiments</p> <ul> <li>Predictive </li><li>Training </li><li>Ablation </li></ul> <p>&nbsp;</p> <p><strong>Click on Finish button.</strong></p> <p>You will get a message that opportunity score solution is set up for you.</p> <p>&nbsp;</p> <p>&nbsp;<img src="http://opportunityscoreblog1.blob.core.windows.net/pictures/message.JPG" alt="" width="600" height="360"></p> <p>&nbsp;</p> <p>&nbsp;</p> [1]: http://opportunityscoreblog1.blob.core.windows.net/pictures/1.JPG [2]: http://opportunityscoreblog1.blob.core.windows.net/pictures/2.JPG [3]: http://opportunityscoreblog1.blob.core.windows.net/pictures/3.JPG [4]: http://opportunityscoreblog1.blob.core.windows.net/pictures/4.JPG [5]: http://opportunityscoreblog1.blob.core.windows.net/pictures/4a.JPG [6]: http://opportunityscoreblog1.blob.core.windows.net/pictures/4b.JPG [7]: http://opportunityscoreblog1.blob.core.windows.net/pictures/5.JPG [8]: http://opportunityscoreblog1.blob.core.windows.net/pictures/6.JPG