Installation and Deployment in Microsoft Dynamics
CRM 4.0
Course 8911 : Two days;
Instructor-Led
Course Fee:
$998.00
Course Time: 2 days, 9:00 am - 5:00 pm, or 4 evenings, 6pm - 9pm
Introduction
This two-day instructor-led course provides students
with the tools to install and configure Microsoft
Dynamics CRM 4.0. The course focuses on the components
used within a Microsoft Dynamics CRM deployment, the
hardware and software requirements needed to
successfully deploy Microsoft Dynamics CRM, and the
installation instructions for the primary Microsoft
Dynamics CRM components: the Microsoft Dynamics CRM
Server, the E-Mail Router, and Microsoft Dynamics CRM
for Office Outlook.
Audience
This course is intended for novice and experienced
system administrators, implementation consultants,
system integrators, technical staff, or support
professionals who plan to install and deploy Microsoft
Dynamics CRM 4.0 and understand the technical aspects
and administrative functionality of Microsoft Dynamics
CRM.
At Course Completion
The course completion objectives are:
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Identify the Hardware and Software
requirements for the various Microsoft Dynamics
CRM deployment scenarios.
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| |
Execute the pre-installation checklist
requirements that must be in place before
installing Microsoft Dynamics CRM Server
|
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Complete the Installation procedures for the
Microsoft Dynamics CRM Server, Microsoft
Dynamics CRM for Microsoft Office Outlook, and
Microsoft Dynamics CRM E-mail Router.
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Complete the Post-installation review that
verifies the validity of the installation.
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Complete several Post-installation tasks.
This includes loading of sample data.
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Upgrade a Microsoft Dynamics CRM v3.0
installation to 4.0
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Uninstall Microsoft Dynamics CRM 4.0
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Prerequisites
Before attending this course, students must have:
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Working knowledge of Microsoft Dynamics
Windows Server 2003, Active Directory, Internet
Information Services (IIS), Microsoft Exchange,
Microsoft SQL Server 2005, and Microsoft
Outlook.
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Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and
other necessary materials for this class.
The following software is provided in the student
kit:
| |
One virtual PC image of a server running
Microsoft Dynamics CRM Server 2003, for
installing Microsoft Dynamics CRM.A virtual PC
image of a client PC running Windows XP; this is
used for installing the Microsoft Dynamics CRM
4.0 for Microsoft Office Outlook
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| |
Copy of Microsoft Dynamics CRM 4.0 and the
default sample data
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Additional Reading
To help you prepare for this class, review the
following resources:
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Microsoft Dynamics CRM 4.0 Implementation
Guide.
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Course Outline
Module 1: Microsoft Dynamics CRM Components
This module lays the foundation for the remainder of
the course and examines the primary components that are
leveraged by Microsoft Dynamics CRM 4.0.
Lessons
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Microsoft Dynamics CRM Server
|
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Microsoft Dynamics CRM for Microsoft Office
Outlook
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Microsoft Dynamics CRM E-mail Router
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Microsoft SQL Server
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SQL Reporting Services
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Active Directory
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Internet Information Services
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The goals for completing this module are for students
to:
| |
Discover which components are required for
successful Microsoft Dynamics CRM
implementation.
|
| |
Examine the role of the Microsoft Dynamics
CRM Server in a Microsoft Dynamics CRM
deployment
|
| |
Identify the differences between the two
modes of the Microsoft Dynamics CRM for Office
Outlook
|
| |
Examine the Microsoft Dynamics CRM Web
browser client
|
| |
Review the role of Microsoft Dynamics CRM
E-mail Router in processing incoming and
outgoing e-mail
|
| |
Discuss the role of Microsoft SQL Server and
the databases employed by Microsoft Dynamics CRM
|
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Examine the role of Active Directory in a
Microsoft Dynamics CRM deployment
|
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Discuss the role of Internet Information
Services (IIS) in a Microsoft Dynamics CRM
deployment
|
Module 2: Planning the Microsoft Dynamics CRM
Installation
This module examines the hardware and software
requirements that must be in place prior to installing
Microsoft Dynamics CRM4.0, as well as appropriate
licensing plans.
Lessons
| |
Analyze network infrastructure to ensure
preparedness for a Microsoft Dynamics CRM
installation.
|
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Identify the hardware and software
requirements for each component of the Microsoft
Dynamics CRM installation.
|
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Examine the new Microsoft Dynamics CRM
licensing model and Microsoft Dynamics CRM
editions.
|
| |
Review the various configurations supported
by Microsoft Dynamics CRM 4.0
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Lab : Dialogue Planning the Microsoft Dynamics
CRM Installation
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Identify obstacles that may interfere with a
Microsoft Dynamics CRM installation and discover
the possible solutions for these obstacles.
|
The goals for completing this module are for students
to:
| |
Analyze the network infrastructure to make
sure it is ready for a Microsoft Dynamics CRM
installation
|
| |
Understand the hardware requirements for each
component of the Microsoft Dynamics CRM
installation
|
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Understand the software requirements for each
component of the Microsoft Dynamics CRM
installation
|
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Understand the Active Directory forest
configurations supported by Microsoft Dynamics
CRM 4.0
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Understand the SQL Server 2005 configurations
supported by Microsoft Dynamics CRM 4.0.
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Understand how SSL Certificates ensure more
secure network traffic flow from the Microsoft
Dynamics CRM Web server
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Understand the licensing model used by
Microsoft Dynamics CRM 4.0.
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Module 3: Microsoft Dynamics CRM Server
This module examines the hardware and software
requirements that must be in place prior to installing
Microsoft Dynamics CRM 4.0, as well as appropriate
licensing plans.
Lessons
| |
Identify the key features made to Microsoft
Dynamics CRM Server in version 4.0
|
| |
Identify each pre-installation requirement
that must be completed before installing
Microsoft Dynamics CRM Server.
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Install Microsoft Dynamics CRM Server 4.0.
|
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Identify the post installation requirements
that must be performed to prepare Microsoft
Dynamics CRM for use.
|
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Install and uninstall a Microsoft Dynamics
CRM sample database
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Lab : Microsoft Dynamics CRM Pre-Installation
Checklist Verification
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Verify the pre-installation steps required to
successfully install Microsoft Dynamics CRM.
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Lab : Loading Sample Data
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Install Microsoft Dynamics CRM sample data.
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Dialogue : Installation Troubleshooting
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Discover the troubleshooting resources
available to the Microsoft Dynamics CRM
installation team after a Microsoft Dynamics CRM
installation.
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The goals for completing this module are for students
to:
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Discover the components of the Microsoft
Dynamics CRM Server architecture.
|
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Understand the key features of the Microsoft
Dynamics CRM Server.
|
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Verify each pre-installation requirement that
must be completed before you install Microsoft
Dynamics CRM 4.0 Server.
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Learn how to install Microsoft Dynamics CRM
4.0 Server.
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Understand what components are installed
during Server Setup
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Type lesson objective (usually just one).
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Identify the tasks and configuration settings
that are completed after you install Microsoft
Dynamics CRM Server.
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Learn how to deploy Microsoft Dynamics CRM
for Internet Access
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Understand how to install Microsoft Dynamics
CRM Server from the Microsoft Dynamics CRM
Server CD using the command line.
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This training describes how to troubleshoot
installation and known issues.
|
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Understand how sample databases can be
used to give users realistic business data for
the Microsoft Dynamics CRM application. Identify
the post installation requirements that must be
performed to prepare Microsoft Dynamics CRM for
use.
|
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Install and uninstall a Microsoft Dynamics
CRM sample database
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Module 4: Microsoft Dynamics CRM Components
This module discusses the key features in the
Microsoft Dynamics CRM 4.0 E-mail Router functionality
and the steps to follow to install the Microsoft
Dynamics E-mail Router.
Lessons
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Identify the key features of the Microsoft
Dynamics CRM E-mail Router in version 4.0
|
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Identify how incoming and outgoing e-mail is
processed in Microsoft Dynamics CRM
|
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Identify each pre-installation requirement
that must be completed before installing
Microsoft Dynamics CRM E-mail Router.
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Install Microsoft Dynamics CRM 4.0 E-mail
Router.
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Determine whether the router is functioning
correctly.
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Lab : Dialogue E-mail Router
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This scenario helps explain the operations of
incoming and outgoing Microsoft Dynamics CRM
e-mail functionality and the purpose of the
E-mail Router.
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The goals for completing this module are for students
to:
| |
Understand the role of the Microsoft Dynamics
CRM E-mail Router in a Microsoft Dynamics CRM
deployment.
|
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Understand how the Microsoft Dynamics CRM
E-mail Router processes incoming e-mail and
outgoing e-mail messages.
|
| |
Identify each pre-installation requirement
that must be completed before installing the
Microsoft Dynamics CRM E-mail Router.
|
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Learn how to install the Microsoft Dynamics
CRM E-mail Router.
|
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Learn how to use the Rule Deployment Wizard
to deploy forwarding rules.
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Learn how to create a queue within Microsoft Dynamics
CRM that displays e-mail messages.
Module 5: Microsoft Dynamics CRM for Microsoft
Office Outlook
This module examines the primary components of
Microsoft Dynamics CRM for Microsoft Office Outlook,
reviews the two types of access that are available with
4.0, and examines the steps to successfully install
Microsoft Dynamics CRM Office Outlook.
Lessons
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Identify the key features in the Microsoft
Dynamics CRM 4.0 for Outlook
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Identify each pre-installation requirement
that must be completed before installation.
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Install both the Microsoft Dynamics CRM for
Office Outlook with and without offline access.
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Determine whether the installation is
functioning properly.
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Work Offline
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Synchronize offline updates with the
Microsoft Dynamics CRM Server
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Lab : Installing Microsoft Dynamics CRM for
Outlook
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Install Microsoft Dynamics CRM for Outlook
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Lab : Offline Access
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Work with Microsoft Dynamics CRM for Outlook
with Offline Access
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Dialogue : Remote Outlook Client
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This scenario covers how Microsoft Dynamics
CRM allows remote users away from the office to
access Microsoft Dynamics CRM data.
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The goals for completing this module are for students
to:
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Identify the features of Microsoft Dynamics
CRM 4.0 for Microsoft Office Outlook.
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Identify the prerequisites for installing the
Microsoft Dynamics CRM for Office Outlook.
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Install Microsoft Dynamics CRM for Outlook
with Offline Access.
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Understand how the Microsoft Dynamics CRM for
Office Outlook with Offline Access operates in
both online and offline modes.
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Module 6: Redeploying Microsoft Dynamics CRM 4.0
This module provides information about redeploying
Microsoft Dynamics CRM 4.0.
Lessons
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Identify the planning considerations that
must be reviewed prior to redeploying a
Microsoft Dynamics CRM implementation.
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Redeploy a Microsoft Dynamics CRM
implementation.
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Configure the E-mail Router
|
The goals for completing this module are for students
to:
| |
Examine the role of the Microsoft Dynamics
CRM E-mail Router in a Microsoft Dynamics CRM
deployment.
|
| |
Discover how the Microsoft Dynamics CRM
E-mail Router processes incoming e-mail and
outgoing e-mail messages.
|
| |
Identify each pre-installation requirement
that must be completed before installing the
Microsoft Dynamics CRM E-mail Router.
|
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Install the Microsoft Dynamics CRM E-mail
Router.
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Discover the role of the Microsoft Dynamics
E-mail Router Configuration Manager
Module 7: Upgrading to Microsoft Dynamics CRM 4.0
This module provides information about upgrading a
Microsoft Dynamics CRM 3.0 deployment to Microsoft
Dynamics CRM 4.0.
Lessons
| |
Identify the planning considerations that
must be reviewed prior to upgrading a Microsoft
Dynamics CRM implementation.
|
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Identify what is supported and unsupported
during the upgrade process.
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Upgrade a Microsoft Dynamics CRM 3.0
implementation to Microsoft Dynamics CRM 4.0
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Dialogue : Microsoft Dynamics CRM Upgrades
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This scenario covers some of the best
practices to mitigate risks and minimize
downtime when upgrading a customer to Microsoft
Dynamics CRM 4.0
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The goals for completing this module are for students
to:
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Understand the features associated with
upgrading the Microsoft Dynamics CRM Server on a
computer that already has Microsoft Dynamics CRM
3.0 installed.
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Learn which components are not supported for
upgrade to Microsoft Dynamics CRM 4.0.
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Module 8: Repairing and Uninstalling Microsoft
Dynamics CRM 4.0
This module provides information about repairing and
uninstalling Microsoft Dynamics CRM 4.0.
Lessons
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Repair Microsoft Dynamics CRM Server and
Microsoft Dynamics CRM for Outlook, and the
Microsoft Dynamics CRM E-mail Router.
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Identify the options for uninstalling
Microsoft Dynamics CRM
|
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Uninstall Microsoft Dynamics CRM 4.0 Server,
Microsoft Dynamics CRM for Office
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Lab : Uninstall Microsoft Dynamics CRM 4.0
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Uninstall Microsoft Dynamics CRM
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The goals for completing this module are for students
to:
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Examine how to repair the Microsoft Dynamics
CRM system
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Examine how to repair the Microsoft Dynamics
CRM Server
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Examine how to repair the Microsoft Dynamics
CRM E-mail Router.
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Disable a Multilingual User Interface Pack
(MUI)
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Uninstall the Microsoft Dynamics CRM Server
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Uninstall the Microsoft Dynamics CRM E-mail
Router.
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Uninstall the Connector for Microsoft
Dynamics SQL Reporting Services.
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Uninstall or disable a Multilingual User
Interface Pack (MUI) in the organization.
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Uninstall or repair the Microsoft Dynamics
CRM for Outlook.
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Outlook, Microsoft Dynamics CRM E-mail
Router, the Connector for Microsoft SQL
Reporting Services, and a Multilingual User
Interface Pack (MUI).
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