Enterprise Portal parameters (form) [AX 2012]

Updated: October 1, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click System administration > Setup > Enterprise Portal > Enterprise Portal parameters.

Use this form to specify the default behavior for various aspects of Enterprise Portal for Microsoft Dynamics AX.

The following tables provide descriptions for the controls in this form.

Tab

Description

Search

Specify where queries that are called from the Microsoft Dynamics AX 32-bit client are published for Enterprise Search. If you want Microsoft Dynamics AX clients to use a different search service, you must specify the URL on this tab. The field on this tab does not apply to the Enterprise Portal search service. You must configure the URL for the Enterprise Portal search service by using SharePoint Central Administration.

General

Specify the default behavior of list pages in Enterprise Portal.

User provisioning

Specify the default templates and authentication protocols for various kinds of users. If you do not set the options on this tab, external users cannot access customer or vendor portals.

Documents

Specify how documents are displayed in Enterprise Portal. For each document category, select the modules that display the documents and the kinds of external users who can open the documents.

Number sequences

Specify number sequences. Number sequences determine how voucher numbers, invoice numbers, and journal numbers are automatically assigned throughout the Microsoft Dynamics AX system.

You set up the codes for number sequences in the Number sequences form.

Field

Description

Use e-mail address as user alias

For each contact, create a new user alias that is based on the contact's email address.

Field

Description

Search server url

Specify where queries that are called from the Microsoft Dynamics AX 32-bit client are published for Enterprise Search. If you want Microsoft Dynamics AX clients to use a different search service, you must specify the URL on this tab. The field on this tab does not apply to the Enterprise Portal search service. You must configure the URL for the Enterprise Portal search service by using SharePoint Central Administration.

Number of rows to display in list pages

Specify the number of rows that are displayed in all Enterprise Portal lists. You may want to change the value in this field if users have large computer monitors and are able to view more rows in lists. The maximum value is 100. If the value is 0, all records are displayed. We recommend that you not set the value to 0 if your system has many records. After you change the value in this field, open Enterprise Portal, and then click Refresh AOD to clear the cache.

User alias notification template

Select the template to use to send a confirmation email message about a user's alias. You create templates in the E-mail templates form.

Temporary password notification template

Select the template to use to send a confirmation email message about a user's temporary password. You create templates in the E-mail templates form.

Vendor self-service portal website

The Enterprise Portal site that vendors can access.

Vendor authentication method

The authentication protocol that is used when vendors access the Enterprise Portal site. For information about Active Directory Federated Services, Forms-based authentication, or Windows Live authentication, see Deploy an Enterprise Portal site that uses forms-based authentication.

E-mail template for vendor user request

Select the template to use to send a confirmation email message about a vendor's request to sign up. You create templates in the E-mail templates form.

Vendor claims provider name

The claims provider. The claims provider is the authentication provider that you specified in SharePoint Foundation or SharePoint Server when you configured flexible authentication. For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.

Customer self-service portal website

The Enterprise Portal site that customers can access.

Customer authentication method

The authentication protocol that is used when customers access the Enterprise Portal site. For information about Active Directory Federated Services, Forms-based authentication, or Windows Live authentication, see Deploy an Enterprise Portal site that uses forms-based authentication.

E-mail template for customer user request

Select the template to use to send a confirmation email message about a customer's request to sign up. You create templates in the E-mail templates form.

Customer claims provider name

The claims provider. The claims provider is the authentication provider that you specified in SharePoint Foundation or SharePoint Server when you configured flexible authentication. For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.

Number of days

Enter the number of days that documents are included in the list of latest documents.

Document categories

Select a document category.

Online customer

Select this check box to make documents from the selected category available to customers who have access to Enterprise Portal.

Online vendor

Select this check box to make documents from the selected category available to vendors who have access to Enterprise Portal.

Reference

Select the type of reference. The following options are available:

  • Sales basket – Enterprise Portal users can create sales orders by using the sales basket. The information from the sales basket is converted to a sales order when the user clicks Finish. The ID of the sales basket is not transferred to the sales order.

  • Sales quotation basket – Enterprise Portal users can create sales quotations by using the sales quotation basket. The information from the sales quotation basket is converted to a sales quotation when the user clicks Finish. The ID of the sales quotation basket is not transferred to the sales quotation.

  • Registration number – Users who access your organization's public Enterprise Portal site can register as customers. They are then assigned registration numbers.

Number sequence code

Select the number sequence to associate with the selected reference. The code for the number sequence must be defined in the Number sequences form. The following number sequences are available:

  • Sales basket – This number sequence links the sales order header with the sales order lines that a user enters in the sales basket in Enterprise Portal.

  • Sales quotation basket – This number sequence links the sales quotation header with the sales quotation lines that a user entered in the sales quotation basket in Enterprise Portal.

  • Registration number – This number sequence determines the unique registration number that is assigned to the request when a potential customer completes the registration process.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

Show: