How to change the customer / partner portal to authenticate against the MSCRM
only.
There is a new version for the portals, to see how to convert Customer Portal V2 go to http://dynamicslollipops.blogspot.co.il/2012/10/how-to-change-customer-partner-portal.html
This blog is based on few other blogs:
Active Directory Authentication: http://www.shanmcarthur.net/crm/developers-corner/customer-portal-modifications-for-demo-vpc-without-internet-connectivity
SqlMembershipProvider: http://intergr8it.net/?p=216
Both are great and doing the work.
Yet I had to create another approach.
As you probably know the portals comes with authentication against
LiveID, Even that it's best practice and all, sometimes the portal isn't expost to the internet and simpler authentication is needed.
Basically the authentication options are:
1)
LiveID – Each user has to
have account in Microsoft LiveId website in order to use the portal.
2)
Active Directory – Each user
has to be active directory user (almost same as every MSCRM user)
3)
SqlMemberhipProvider – Each
user will be created in separate sql table.
4)
Form authentication – It's
up to you (In code) who to authenticate and who not. This is the one we'll use
to authenticate user based only on the data in the MSCRM.
In this Solution register page is droped and the crm administrator is registers the users stright in the crm. Once
the user is configured in the crm his good to go.
Walkthrough:
In order to do it you'll need to download the
portal and follow the installation steps, avoid all the stuff regarding the LiveID.
After you've imported the solution and the
website data we are ready to go.
1)
Open the website in visual
studio.
2)
Edit he web.config.
a.
Remove the
<add name="Live" connectionString="Application Id=0000000000000000; Secret=00000000000000000000000000000000"/>
<add name="Live" connectionString="Application Id=0000000000000000; Secret=00000000000000000000000000000000"/>
From the connectionstring tag
b.
Remove the
<membership defaultProvider="CrmMembershipProvider">
<providers><add name="CrmMembershipProvider" type="Microsoft.Xrm.Portal.Web.Security.LiveIdMembershipProvider, Microsoft.Xrm.Portal" liveIdConnectionStringName="Live"/></providers></membership>
<membership defaultProvider="CrmMembershipProvider">
<providers><add name="CrmMembershipProvider" type="Microsoft.Xrm.Portal.Web.Security.LiveIdMembershipProvider, Microsoft.Xrm.Portal" liveIdConnectionStringName="Live"/></providers></membership>
c.
Replace the
Authentication tag to as follow
<authentication mode="Forms">
<forms loginUrl="/login" timeout="525600" defaultUrl="/" />
<authentication mode="Forms">
<forms loginUrl="/login" timeout="525600" defaultUrl="/" />
</authentication>
3)
Edit \MasterPages\Default.master.
a.
Replace
<crm:LiveIdLoginStatus ID="LiveLoginStatus"
runat="server" LoginNavigateUrl='<%$ CrmSiteMap: SiteMarker=Login,
Eval=Url %>'/>
With
<asp:LoginStatus ID="LoginStatus1" runat="server"
/>
4)
Edit \Pages\Login.aspx
a.
Replace
<crm:LiveIdLoginStatus ID="LiveIdLink" runat="server" LoginImageUrl="http://www.passportimages.com/1033/signin.gif"
<crm:LiveIdLoginStatus ID="LiveIdLink" runat="server" LoginImageUrl="http://www.passportimages.com/1033/signin.gif"
LogoutImageUrl="http://www.passportimages.com/1033/signout.gif"
/>
With
<asp:Login ID="Login1"
runat="server"
OnAuthenticate="Login1_Authenticate"></asp:Login>
5)
Edit
\Pages\Login.aspx.cs
a.
Add:
private Contact _loginContact;
private Contact _loginContact;
protected Contact LoginContact
{
get
{
return _loginContact ??
(_loginContact =
XrmContext.ContactSet
.FirstOrDefault(c =>
c.Adx_username == Login1.UserName && c.Adx_LogonEnabled != null
&& c.Adx_LogonEnabled.Value));
}
}
b.
Replace onload:
protected void Page_Load(object sender, EventArgs e)
protected void Page_Load(object sender, EventArgs e)
{
if ((User != null) &&
User.Identity.IsAuthenticated)
{
var redirectUrl =
!string.IsNullOrEmpty(Request.QueryString["ReturnUrl"])
? Request["ReturnUrl"]
:
!string.IsNullOrEmpty(Request.QueryString["URL"])
? Request["URL"]
: "/";
Response.Redirect(redirectUrl);
}
}
c.
Add:
protected void Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e)
protected void Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e)
{
if (LoginContact == null)
{
e.Authenticated = false;
}
else
{
if (LoginContact.Adx_password
== Login1.Password)
{
if
(LoginContact.Adx_changepasswordatnextlogon.Value)
{
var page =
ServiceContext.GetPageBySiteMarkerName(Website, "ChangePassword");
string redirectURL =
ServiceContext.GetUrl(page) + "?UserName=" +
Server.UrlEncode(Login1.UserName) + "&Password=" + Server.UrlEncode(Login1.Password);
Response.Redirect(redirectURL);
}
else
{
LoginContact.Adx_LastSuccessfulLogon = DateTime.Now.Date;
XrmContext.UpdateObject(LoginContact);
XrmContext.SaveChanges();
e.Authenticated = true;
//
Response.Redirect("/");
FormsAuthentication.RedirectFromLoginPage(Login1.UserName,
true);
}
}
else
{
e.Authenticated = false;
}
}
}
Compile, Debug and Publish to the IIS.
