By default, only the administrator who installed Enterprise Portal has access to it. External users can access Enterprise Portal after you have added each user to an Enterprise Portal user group in the form, and then given each user access to the SharePoint site for Enterprise Portal.

Before you begin

Verify that the following tasks have been completed:

  • Your perimeter network is set up. External users cannot access Enterprise Portal unless you have set up and configured a perimeter network. For more information, see Configuring a perimeter network for Enterprise Portal.

  • You are a member of the local Administrators group on the Enterprise Portal server and a member of the Admin group in Microsoft Dynamics AX.

  • Users are listed in the form in Microsoft Dynamics AX.

  • You have a list of users who require access to Enterprise Portal, their roles in the organization, and their corresponding Enterprise Portal user groups. For more information about determining which user groups correspond to Enterprise Portal roles, see About Enterprise Portal roles and user groups.

ImportantFor security reasons, we recommend that users and groups have the least amount of privileges necessary to do their jobs.

Add users to Enterprise Portal user groups

User groups determine the content shown in Enterprise Portal. External users must be a member of at least the EP_Ext (Enterprise Portal external user) group before they can access Enterprise Portal. If an external user does not belong to the EP_Ext group or any other Enterprise Portal groups, the user sees a blank page when they access the site. The EP_Ext group and all other Enterprise Portal default user groups are created in Microsoft Dynamics AX after you complete the . After you complete the wizard, you must add external users to the Enterprise Portal groups. To learn how to add users to groups, see Manage user groups.

Give users access to the Enterprise Portal site

After you add users to Enterprise Portal groups, you must give users access to the Enterprise Portal SharePoint site. If a user does not have access to the site, the user will see an access error when viewing the site.

  1. Open the Enterprise Portal site in your Web browser. The default URL is http://server_name/sites/DynamicsAx.

    The URL might be different if you are using SSL. You can verify the URL and view the site using the form ( > > > > ).

  2. On the Site Settingspage, under Users and Permissions, click People and groups.

  3. On the toolbar, click New> Add Usersor New> New Groupto add users or create a new group on the current site.

    We recommend assigning users to SharePoint groups when possible to help minimize the amount of time spent administering individual user accounts.

Note Note

You can add all the members of an Active Directory group by entering the domain and group name as a new user. You can also add all authenticated users by clicking the Add all authenticated userslink on the Add Userspage.

  1. Grant each user or group permissions for the site.

The external users now can access the Enterprise Portal site.

See Also