Wednesday, 30 January 2013

CRM 2011 On Premise Customer Portal - Authentication by Active Directory

Hi all,

Since, last few days, I found out many people struggling with how to configure Customer Portal for CRM On Premise without using Window Live ID. So today, I am going to show you guys how to configure Customer Portal for CRM On Premise and using Active Directory authentication instead of using Window Live ID (which is for CRM Online).

Here is the step by step:

1. Download the Customer Portal for CRM 2011 - using AD from this blog:
http://community.adxstudio.com/blogs/shan/customer-portal-modifications/

That's is the Zip file of Customer Portal CRM 2011 (as you could download from pinpoint also). However, in this version, the blog author changed some codes and configuration values inside, which will help you to use the Active Directory authentication for the portal.

2. After unzip the folder, please navigate to the "Documentation" folder, open the "Customer Portal Deployment Guide_OnPremises_V2.0" file. Start from "Deployment Steps", you now follow the document from step 1 to step 3:
     - Step 1: Follow the document to import the solution into your CRM.

     - Step 2: You could skip this step. No need to do anything with it.

     - Step 3: Going your "SDK" folder (you should download SDK for CRM from Microsoft Source) --> Tools --> WebsiteCopy --> launch the "WebsiteCopy.exe" file. And follow step by step in the document.
      Note: in the end of the copy website process, the wizard will ask you to copy the "connectionString", you please copy it to somewhere.

So in the end of this stage, you have your Customer Portal in CRM as shown in below image !


3. In the "Customer Portal" folder (which you unzip at step 2), navigate to CustomerPortal --> Web --> Web.config file. Open the file, look at the "connectionStrings" part and especially the bold lines:

 <connectionStrings>
    <add name="Xrm" connectionString="ServiceUri=http://crm2011/Contoso; Domain=CONTOSO; Username=webportal;
Password=pass@word1"/>
    <add name="ADConnectionString" connectionString="
LDAP://contoso.com/CN=Users,DC=contoso,DC=com" />  
  <!--<add name="Live" connectionString="Application Id=0000000000000000; Secret=00000000000000000000000000000000"/>-->
    <!--<add name="Bus" connectionString="Service Namespace=???; Service Path=???; Issuer Name=???; Issuer Secret=???; Include Exception Detail In Faults=true"/>-->
  </connectionStrings>


Now, you need to change the connectionString (bold lines) into the correct: CRM URL (http://crmserver-name/domain-name), Domain, Username (of administrator, for example) and password. For the next line, do the same thing, change URL, Username, Domain (DC).

**Note: The username here should be the one has been created in AD, so later this AD account will be used to login the portal via AD Authentication.

4. In the same server, open IIS Manager (Internet Information Services):

- Navigating to "Sites" node, click right mouse to create a new website. Give approciate name for the website and put the physical path as the file in Customer Portal folder.

- After creating the website, right click on it in Application Tool tab, change the .NetFramework version to v4.030319.


  
- Finally, try to browse your website in IIS, now the portal will work and it connected to your CRM, using AD Authentication !


I hope the post is useful for you guys ;)
 

35 comments:

  1. Is there still a valid link to this file or an updated version? http://community.adxstudio.com/blogs/shan/customer-portal-modifications/

    ReplyDelete
  2. Hi there, the link for the download CustomerPortal-AD-2011-06-14.zip Is no more active, can you please send me a valid link or if you have downloaded it already can you share that will be really a big help. Thanks in advance

    ReplyDelete
  3. Please upload link as mentioned by previous comments. Thanks

    ReplyDelete
  4. Hi everyone, I am sorry for late reply. I will look for another sample for Customer Portal using AD and post it here as long as I found. Thanks again.

    ReplyDelete
    Replies
    1. Hi Kelly,
      It would be brill if you were able to find an example of the Customer Portal using AD.
      I've been tearing my hair out trying to get this to work!
      Cheers,
      Ed

      Delete
  5. Hi there, I have the portal configured and can edit pages in CRM and see the results in the portal.
    I've no idea how to provide a username and password to my clients so they can log cases. Can anyone give me any help please?

    ReplyDelete
  6. Hi, can you please post the Web.config file for download? That will help me configure my site for AD Auth.

    ReplyDelete
  7. Providing Bangladesh Garments Exporters, Bangladesh Garment Factory and Industry, Bangladesh Clothing Manufacturers and Bangladesh Textile Industry List.

    ReplyDelete
  8. this is really too useful and have more ideas from yours. keep sharing many techniques. eagerly waiting for your new blog and useful information. keep doing more.
    Java Training Institute in Chennai

    ReplyDelete
  9. Wonderful blog.. Thanks for sharing informative blog.. its very useful to me..

    iOS Training in Chennai

    ReplyDelete
  10. I just see the post i am so happy the post of information's.So I have really enjoyed and reading your blogs for these posts.Any way I’ll be subscribing to your feed and I hope you post again soon.

    web designing training in chennai
    hadoop training in chennai

    ReplyDelete
  11. your information is really awesome as well as it is very excellent and i got more interesting information from your blog. iOS App Development Company in Chennai

    ReplyDelete
  12. It’s amazing in support of me to have a site, which is useful in support of my know-how. thanks admin|, you surely come with remarkable articles. Cheers for sharing your website page.Excellent blog here...

    Digital Marketing Company in India|SEO Company in India

    ReplyDelete
  13. Superb i really enjoyed very much with this article here. Really its a amazing article i had ever read. I hope it will help a lot for all. Thank you so much for this amazing posts and please keep update like this excellent article.

    Hadoop Training in Chennai

    Base SAS Training in Chennai

    ReplyDelete
  14. Superb explanation & it's too clear to understand the concept as well, keep sharing admin with some updated information with right examples.Keep update more posts.

    Painless Dental Treatment In Chennai

    Best Dental Clinic In Adyar

    ReplyDelete
  15. Pretty article! I found some useful information in your blog, it was awesome to read, thanks for sharing this great content to my vision, keep sharing..
    Android App Development Company

    ReplyDelete
  16. Being new to the blogging world I feel like there is still so much to learn. Your tips helped to clarify a few things for me as well iOS App Development Company
    iOS App Development Company

    ReplyDelete
  17. This article is very much helpful and i hope this will be an useful information for the needed one. Keep on updating these kinds of informative things...
    Fitness SMS
    Fitness Text
    Salon SMS
    Salon Text
    Investor Relation SMS
    Investor Relation Text
    Mobile Marketing Services
    mobile marketing companies
    Sms API

    ReplyDelete
  18. great and nice blog thanks sharing..I just want to say that all the information you have given here is awesome...Thank you very much for this one.
    web design Company
    web development Company
    web design Company in chennai
    web development Company in chennai
    web design Company in India
    web development Company in India

    ReplyDelete
  19. Interesting blog about on premiere customer portal which attracted me more.Spend a worthful time.keep updating more.
    SEO Company in India

    ReplyDelete
  20. This is excellent information. It is amazing and wonderful to visit your site.Thanks for sharing this information,this is useful to me...
    Mobile Marketing Service
    Mobile Marketing Companies
    Sms API
    Texting API
    sms marketing

    ReplyDelete

  21. I wondered upon your blog and wanted to say that I have really enjoyed reading your blog posts. Any way I’ll be subscribing to your feed and I hope you post again soon.

    PSD to Wordpress
    wordpress website development

    ReplyDelete
  22. nice topic which you have choose.
    second is, the information which you have provided is better then other blog.
    so nice work keep it up. And thanks for sharing.website designing company

    ReplyDelete
  23. I likable the posts and offbeat format you've got here! I’d wish many thanks for sharing your expertise and also the time it took to post!!

    angularjs online Training

    angularjs Training in marathahalli

    angularjs interview questions and answers

    angularjs Training in bangalore

    angularjs Training in bangalore

    ReplyDelete
  24. This is an awesome post.Really very informative and creative contents. These concept is a good way to enhance the knowledge.I like it and help me to development very well.Thank you for this brief explanation and very nice information.Well, got a good knowledge.
    Devops online Training
    Online DevOps Certification Course - Gangboard

    ReplyDelete
  25. Really you have done great job,There are may person searching about that now they will find enough resources by your post
    python course in pune
    python course in chennai
    python Training in Bangalore

    ReplyDelete
  26. This comment has been removed by the author.

    ReplyDelete
  27. Great Article… I love to read your articles because your writing style is too good, its is very very helpful for all of us and I never get bored while reading your article because, they are becomes a more and more interesting from the starting lines until the end.

    rpa training in bangalore | best rpa training in bangalore
    rpa online training

    ReplyDelete
  28. Greetings. I know this is somewhat off-topic, but I was wondering if you knew where I could get a captcha plugin for my comment form? I’m using the same blog platform like yours, and I’m having difficulty finding one? Thanks a lot.

    AWS Online Training |Best Online AWS Certification Course
    AWS Training in Chennai | Advanced Amazon Web Services Training Institute in Chennai
    AWS Training in Bangalore |Best AWS Training Institute in Bangalore

    ReplyDelete
  29. This blog is the general information for the feature. You got a good work for these blog.We have a developing our creative content of this mind.
    Thank you for this blog. This for very interesting and useful.
    Java training in Chennai
    Java training in Bangalore
    Java online training
    Java training in Pune
    Java training in Bangalore|best Java training in Bangalore

    ReplyDelete
  30. Thanks For Sharing The InFormation The Information Shared Is Very Valuable Please Keeep updating Us Time Just Went On reading the article Python Online Course Data Science Online Course Data Science Online Course Hadoop Online Course Awsw Online Course



    ReplyDelete
  31. Attend The Python Training in Bangalore From ExcelR. Practical Python Training in Bangalore Sessions With Assured Placement Support From Experienced Faculty. ExcelR Offers The Python Training in Bangalore.

    ReplyDelete