How to change the customer / partner portal to authenticate against the MSCRM
only.
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"/>
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>
c.
Replace the
Authentication tag to as follow
<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"
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;
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)
{
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)
{
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.
