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Problems installing Partner and Customer portals RRS feed

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    Hello community.

     

    I am very new to CRM and have been asked to install these portals and have some questions.  We have CRM 2011 on premise all set up.  So far i have gotten both of them imported, but beyond that is where I have problems.

    1.  Do I need a windows live account for CRM?  I created this one for it just in case but I do not see where to link it to a user name in the CRM Administration.

    2.  Running the utility seems to finish fine, but the next step requires that I go into visual studio and edit the web.config file.  I try to "build" it, but it comes back with massive errors.  Not sure what I am doing wrong.

    3.  I tried to link the folder in IIS7 but nothing comes up when I browse to the "site."  I am guessing it is because question 2 isnt complete.

     

    Any direction or help on this is greatly appreciated.

    Thursday, January 26, 2012 7:44 PM

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    The portals were updated a few weeks back and now use Windows Azure ACS for authentication instead of the older Live ID.  This is because the Live ID team is deprecating the web auth SDK this summer.  Since you have asked about Live ID I just want to confirm which package you have downloaded.  If you have downloaded the latest package, please send me the build output as you should not have any compile errors in Visual Studio.
    Shan McArthur www.shanmcarthur.net Check out the commercial edition of xRM portals @ www.adxstudio.com
    Friday, January 27, 2012 9:15 PM
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    Hello Jamie,

    I suggest you read the Portal Configuration Guide for Windows Azure ACS which is inside the Customer Portal zip file downloaded from  http://pinpoint.microsoft.com/en-us/applications/customer-portal-for-microsoft-dynamics-crm-2011-12884910826. It should be in CustomerPortal.zip\CustomerPortal\Documentation. Windows Live is not a prerequisite in that set-up, and you should be able to configure using non-Windows Live account. That document should set you to the right direction, and hopefully successfully set-up the portals. Let us know if you encounter issues along the way.

    Thanks,

    Maria

     

    Friday, January 27, 2012 9:46 PM
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    I too am having a problem with publishing/accessing the site I have created.

    I have CRM installed On-Premise and followed the installation and configuration guide with the exception of the Azure/Live ID information.  Authentication is performed in AD here.

    How do I/clients access the actual webpage for the portal?  I see the site/files/info within CRM but how do I publish it for the public to see?

    Thanks in advance

    Monday, January 30, 2012 5:05 PM
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    There are two components to the portals - the CRM solution and data, and the portal website, which is a standard asp.net website.  You would publish the website to your IIS server, and that is the website that your customers would use. This is covered starting at step 5 on page 14 of the on-premise deployment guide.
    Shan McArthur www.shanmcarthur.net Check out the commercial edition of xRM portals @ www.adxstudio.com
    • Proposed as answer by Palak Kadakia Monday, February 6, 2012 8:50 PM
    Monday, January 30, 2012 5:10 PM
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