Configure Enterprise Portal Security

In Enterprise Portal for Microsoft Dynamics AX, security is enforced by using a combination of features and services.

Once the Enterprise Portal website has been installed by default, only the administrator who installed Enterprise Portal can access the site. The configuration of security in Enterprise Portal involves verifying roles, enabling security features, and granting users access to the site. Information in the
following listings can help you configure Enterprise Portal security.

• Security tasks for the server and platform:

o Verify security settings for Internet Information Services (IIS) and Microsoft SharePoint 2010 products.

o Encrypt Enterprise Portal client-server communications by using Secure Sockets Layer (SSL). Configure Enterprise Portal to use Secure Sockets Layer

• Security tasks to enable user access:

o Verify that the Enterprise Portal site is registered in Microsoft Dynamics AX. Click System administration > Setup > Enterprise Portal > Web sites.

o Verify that Microsoft Dynamics AX role-based security is configured. At a minimum, users and groups must be members of the System user role.

o Grant users and groups permission to view the site in SharePoint.

o Grant users and groups access to Microsoft SQL Server Reporting Services (SSRS) reports. Users and groups must have this access to view SSRS reports in Enterprise Portal and Role Centers.

o Grant users and groups access to Microsoft SQL Server Analysis Services (SSAS) cubes. Users and groups must have this access to view SSAS reports in Enterprise Portal and Role Centers.

• Security tasks for extranet deployments:

o Enhance Enterprise Portal security in extranet deployments by using a traditional perimeter network.

o Specify user relations. User relations trim data based on a user's designated role and account. Additionally, they are required for extranet deployments and for an employee self-service portal.

o Configure Microsoft Dynamics AX for claims-based authentication.

Regards,
Hossein Karimi