The following instructions will help you set up the sample Adxstudio Portal 7.0 websites.

If you are setting up sample Adxstudio Portal 6.0 websites, please click here for the relevant instructions.

If you have not already installed Adxstudio Portals for Microsoft Dynamics CRM 2013 please refer to the installation instructions.

 

Create Portal Website in IIS7/8

  1. Open IIS Manager, right-click on Sites and select Add Web Site...
  2. Specifiy a Site name and specify an Application Pool.
  3. Set the Physical Path to the MasterPortal folder located in the samples folder found in the installation directory of the Adxstudio Portals. The default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\<version>\Samples\MasterPortal\.
  4. Set your Binding. Ensure the binding is resolvable (eg. something you can reach from your browser).  Click OK
  5. Click Application Pools and double-click on your website's Application Pool
  6. Set the .NET Framework version to .NET Framework v4.0. Click OK.

Use the CRM Connection Wizard to Connect Your IIS Website to Your Adxstudio Portal

  1. Open your browser and navigate to the binding you configured for your website in Step 4.
  2. Fill in the Organization Service URL, Username and Password. Providing the information entered is valid, the Website Name dropdown will populate with the Portals that have been installed in your CRM. Choose the desired one and click Apply.
  3. If you get the following error, please give the IIS_IUSRS group (or the custom domain account your IIS application pool is running under) read/write privileges to the indicated App_Data folder.  That will allow the wizard to create the necessary settings.xml file.

See Content Publishing to get started with content management.

Your portal is now ready to use. Repeat the above steps for additional portals, ensuring to use a unique copy of the MasterPortal folder for each IIS website (you can rename it as you see fit). This is necessary because the CRM connection information for the Portal is stored in the settings.xml file in the App_Data subfolder. If you point a second IIS website at the same MasterPortal folder that another site is using, it will simply assume those settings and you'll end up with a second copy of your first site.  Instead, point it at a copy of the original folder (deleting the settings.xml file if it exists) and you'll be presented with the CRM Connection wizard as expected.  You can then have it pointed to another Portal of your choosing.

If you set up the sample organization, it has a single CRM Contact record with administrator for the Web Authentication Username and pass@word1 for the Password. You can login using these credentials.