Setup ADX Studio Basic Portal and Azure AD Authentication Part 1 of 3

Setup ADX Studio Basic Portal

 

  1. Download the latest version of ADX Studio Portals from https://www.adxstudio.com. Install the file, AdxstudioPortals-7-0-0021.msi on the web server.  Registration for a trial license key is required if you do not have one already.
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  2. Choose a directory to install the Adxstudio files. The IIS Website will point to the MasterPortal subfolder.
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  3. In the CRM, navigate to Settings > Solutions. Click on the Import button in the command bar.
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  4. Browse to the installation folder and choose the solution file, AdxstudioInstaller.zip.
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  5. After the Adxstudio Installer has been imported successfully. Open the solution and install the Basic Portal found in the Website Gallery.
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  6. Other dependent solutions will be automatically selected. Confirm that the Adxstudio Identity solution is selected.
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  7. The following solutions should be installed
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  8. Once the selected solutions are installed, it’s a good idea to Publish All Customizations.
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  9. In the CRM, refresh the browser and then navigate to Portals > Websites. Confirm that the Basic Portal was added.
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  10. In the CRM, navigate to Settings > Adxstudio License Keys. Click on the New button and add your Adxstudio License Key.
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  11. Open IIS to add the new website.
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  12. Under Sites, right-click and select Add Website…
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  13. In the Add Website dialog, enter a Site name and Browse to the MasterPortal folder for the Physical path
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  14. In the Binding section, change the Port to 8888. In real life, you have a Host name and an SSL certificate along with a specific IP address.
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  15. Confirm that the new Website was created
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  16. Before ADX Studio can be configured, the folder security needs to be modified. With the Basic Portal selected, click on Edit Permissions… in the Actions menu
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  17. Open the Security tab and click on the Edit… button
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  18. Then click on the Add button
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  19. Enter the group name, IIS_IUSRS and click on the Check Names Click the OK button.
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  20. With the IIS_IUSRS group selected, check the Modify box under the Allow column
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  21. Even though this is a development environment, I created a Portal Service Account for ADX Studio to use to access the CRM. The Portal Service Account is just a plain user as this point.
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  22. In the CRM, add the Portal Service Account as a user.
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  23. Assign the Portal Service Account to the System Customizer role
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  24. If you are on the web server itself, use Google Chrome or Firefox instead of IE to avoid the security annoyances. Browse to the new website, in this example, http://localhost:8888
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  25. Locate the Dynamics CRM Organization Service URL on the CRM Developer Resources page in Settings > Customizations
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  26. Copy the Endpoint Address under Organization Service
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  27. Use the Portal Service Account Username and Password in the form and click on the Check Connection If successful, a list box of the available Adxstudio Portals Websites will appear.  Select Basic Portal and click the Apply button.
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  28. If everything is set correctly, the Welcome screen should appear
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