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Tuesday, February 5, 2013

Enable users to access Enterprise Portal [AX 2012]

Before you grant users access to Enterprise Portal, you must complete the following tasks:

1.      Verify that you have the appropriate permissions to install and configure Enterprise Portal.

2.     Verify that you are listed as a site administrator for Enterprise Portal in SharePoint.

3.     Install Enterprise Portal.

4.     Deploy Enterprise Portal.

5.     Configure security for Enterprise Portal.

Adding users to SharePoint:

You must add users or groups to Microsoft SharePoint 2010 products before users can access Enterprise Portal or view content in Role Centers.

1.      Open the Enterprise Portal site in a Web browser. By default, the URL is http://server_name/sites/DynamicsAX.
 

2.     On the menu bar, click Site Actions > Site Permissions.


3.     Click Grant Permissions.

4.     In the Users/Groups text box, enter the name of each user or group, and then click Check Names.

5.     Under Grant permissions, click the permission level that you want to set. At a minimum, users and groups must have Read permissions.

o   If you do not want users to be able to personalize their Role Center pages or modify the shared view of a Web part, assign Read permissions.

o   If you want users to be able to personalize their Role Center pages and modify the shared view of a Web part, assign Contribute permissions.

o   If you want users to be able to personalize their Role Center pages, but you do not want them to be able to modify the shared view of a Web part, assign Read permissions, and then configure the set of Read permissions in SharePoint. From the Enterprise Portal site, click Site Actions > Site Permissions > Permission Levels. Click the Read permission link. Under Personal Permissions, select the options that you want.

o   If you want users to be able to filter reports using a custom parameter value, assign Design permissions.

For more information about how to work with reports, see Manage reports.

o   If you want users to be able to add and modify indicators and key performance indicators (KPIs), assign Design permissions.

6.     Click OK.

Internal users can now view Enterprise Portal in a Web browser. If you granted users access to an Enterprise Portal with Role Centers, then those users can now view content in their Role Centers. Page access and the content that is displayed in Enterprise Portal and Role Centers are automatically trimmed according to both the user's security role in Microsoft Dynamics AX and the permissions that you specified in SharePoint.

Note: If users are prompted to enter their credentials when they view the Enterprise Portal site, they can automate authentication by adding the site to the list of local intranet sites. In Internet Explorer, click Tools > Internet Options > Security > Local intranet > Sites

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