Friday, December 6, 2013

Public site setup in Dynamics AX

1                             1. Deploy latest build if you don’t have already.
2                             2. Install regular EP with VS tools.
3                             3. Setup public site following are the steps.

Step 1 - Public Site Creation

1. Launch SharePoint Central Administration
2. Under Application Management, click Manage web applications
3. Select the Web Application hosting the public site. It is SharePoint - 80 in our case.
4. Click Authentication Providers button from the ribbon
5. Click the Default Zone
6. Under Anonymous Access, uncheck Enable anonymous access (required for EP Public Site Creation)
7. Click Save
8. Under Application Management, click Create Site Collections
9. On the following page, enter page Title as EP Public Site
10. Set Web Site Address URL as /sites/Public
11. Select Microsoft Dynamics Public template under Custom tab
12. Set Primary Site Collection Administrator as your alias
13. Press OK
14. After the site has successfully been created, click on the site URL to verify that you can access it

Step 2 - Configure IIS

1. Open Internet Information Services (IIS) Manager (Start > Administrative Tools > Internet Information Services Manager).
2. Select the Web Site SharePoint-80
3. Double click on Authentication
4. Enable Anonymous Authentication
5. Enable Windows Authentication

Step 3 - Enable Guest Account in AX

1. From a Microsoft Dynamics AX client, click System Administration > Common -> Users -> Users.
2. Double click the Guest User
3. Click on Edit
4. Select the Enabled check box.
5. Assign Guest user to Guest role and Vendor anonymous (external) role.

Step 4 - Configuring SharePoint

1. Launch SharePoint Central Administration
2. Under Application Management, click Manage web applications
3. Select Web Application hosting the public site. It is SharePoint - 80 in our case.
4. Click Authentication Providers button from the ribbon
5. Click the Default Zone
6. Under Anonymous Access, check Enable anonymous access
7. Click Save
8. Now go to the EP Public site http://<MACHINE NAME>/sites/public
9. Click Sign In and use the system account
10. Navigate to Menu Site Actions > Site Permission
11. From the Ribbon click Anonymous Access button
12. In the popup dialog, select Entire Web site and click OK
13. Launch SharePoint Central Administration
14. Click Application Management > Web Applications > Configure alternate Access Mapping
15. Click Add Internal URLs
16. Choose Alternalte Aceess Mapping collection to be the Web application Sharepoint-80
17. Type http://localhost as the internal URL and Zone =Default.
18 Click Save

Step 5 - Setup Internet Explorer for anonymous access

To ensure that you are accessing the page in anonymous access mode and not automatically logged in using Windows authentication:
1. In Internet Explorer, Go to Tools > Internet Options > Security tab
2. Select the Trusted zone
3. Click on Custom Level
4. Scroll to the bottom, under User Authentication > Login
5. Select Anonymous logon.

6. Click OK