Below post outlines how to setup and configure Infor SyteLine 8.03.20 customer and vendor portals.
SQL Account Configuration
We’ll be setting up and configuring portals on a dedicated server running Microsoft Windows Server Standard 2008 R2. In addition, we’ll be using a dedicated database server running Microsoft SQL Server Enterprise R2. In addition, we’ll be installing portals under the context of a domain user account domain\slportaladmin.
You’ll want domain\slportaladmin account defined as sysadmin on the SQL server. You can use SQL Management Studio to connect to the database server. Once connected, navigate to Security, and right-click on Logins, then select New Login. Then use the search button to look for a domain account you want to add. In our example it’s slportaladmin.
Select Server Roles menu option from the left hand side window pane and check the box next to sysadmin, then click OK.
Microsoft SharePoint Foundation 2010 Deployment
Infor SyteLine customer and vendor portals require Microsoft SharePoint Foundation in order to run. This version of Microsoft SharePoint 2010 is a free product that can be downloaded from http://www.microsoft.com/en-us/download/details.aspx?id=24983. Start the installation by double clicking on the file you’ve just downloaded.
Start with Install software prerequisites. This will install all the supporting software and server roles required to run Microsoft SharePoint.
You will most likely be prompted to restart your Windows portal server. Once rebooted, run the installer again and select Install SharePoint Foundation.
Accept the End User License Agreement, and select Server Farm at the next screen.
Select Complete on the Server Type screen, then click Install Now button.
Note that you can select the Stand-Alone option, however that will install Microsoft SharePoint Foundation as well as Microsoft SQL Server Express on the same server. In our scenario we have a dedicated database server running SQL Server Enterprise which is why we have selected Server Type Complete.
Once the installation is done, you will be prompted to run the SharePoint Products Configuration Wizard.
The wizard will prompt you to restart some services. Click Yes to do so and proceed.
In the next step of the wizard, select Create a new server farm, then click on the Next button.
In the Specify Configuration Database Settings window you will be prompted to specify the name of your database server. Default database name is SharePoint_Config. In the Specify Database Access Account section, you’ll need to enter in the username and password of a domain account that has sufficient privileges on SQL. Following our example, you’ll want to use domain/slportaladmin credentials here.
Click on the Next button to proceed.
On the next screen, Specify Farm Security Settings, specify the Passphrase for your SharePoint farm. Even though our farm consists of a single SharePoint server right now, additional servers can be added to the farm. In order to join SharePoint servers to the server farm at a later time you will need to provide this passphrase.
Default selections on the Configure SharePoint Central Administration Web Application page are fine. You can specify a custom port number to be used to access the Central Administration web page, should you choose to do so. In addition Kerberos can be used as the authentication provider instead of the default NTLM. Once you’ve made your selection click on the Next button to proceed.
Review your selections on the following screen and then press the Next button to commit the configuration.
Click Finish to complete the process.
Configuring Microsoft SharePoint
Assuming that the name of the server we’ve just installed SharePoint on is portal, you can access Central Administration page at http://portal:18784 (18784 is the random port number assigned to CA web app at the time of the installation). Click on Start the Wizard to go through the initial configuration of the SharePoint farm.
On the next screen, you can the Service Account to use to run services. You should create a new managed account for this purpose (best practice from a security standpoint), however to keep things simple we’ll select Use existing managed account. This will be the domain\slportaladmin account we’ve already used to install SharePoint.
Click on the Next button to proceed. Next step of the wizard will prompt you to create a new top-level Web site for the SharePoint farm. We don’t really need this page. You can select Blank Site from the select a template menu.
This will create a blank site SharePoint site that can be accessed on port 80 (in our example it would be accessible via portal.domain.com). This site can be deleted later on. Click Next to proceed, and Finish on the next screen to complete the Farm Configuration Wizard.
To remove the blank site that was created during the wizard, go to Central Administration, and click on Manage web applications under Application Management.
Select the SharePoint – 80 web application and click on Delete.
Delete both the content databases and the IIS web site.
Lastly, you want to run services.msc and make sure that the following services are set to Startup Type of Automatic:
- SharePoint 2010 Administration
- SharePoint 2010 Timer
- SharePoint 2010 Tracing
Install Infor SyteLine 8.03.20 Customer portal
Installation files for Infor SyteLine portals can be downloaded from www.inforxtreme.com. In our particular example we will be installing Infor10 ERP Business Portals 8.03 build 18.104.22.168. Run the executable as an administrator.
At the Select Features portion of the setup check the boxes next to Portal and/or Content as well as Portal Manager, then click Next.
On the Portal Content page, select Customer Portal, then click Next.
On the next screen titled Web Applications, select the radio button next to Create new Web Application, and press the Next button.
Next, you’ll be prompted to enter in credentials that the portals application will use. In our example we’ve been using domain/slportaladmin.
When creating an Infor customer portal, you’ll be creating two sites. One that will be used for Administration and the other one which will be the actual customer portal site. You’ll need to assign unique port numbers to each of these sites.
Next screen of the wizard will prompt you to specify the Public URL, and to choose whether you’d like to use SSL. We’ll keep things simple and we will use the server name as the public URL.
Click on the Advanced button, to specify the host header and the port number that the Configuraton site will use in IIS. In our example we are using port 8001 (instead of the default 80).
You’ll want to check the box next to Use Port Number on Public URL. Click OK to proceed.
Next part of the process will guide you through setting up the actual Customer portal. In the Site Name box specify a descriptive name for the portal you are setting up. In our example we will be using the generic SyteLine Customer Portal. Also, under Public URL specify the server name.
One thing to note is that you should refrain from using parentheses in the Site Name. I’ve ran into problems when attempting to do so. Installation will just not complete properly if you use () in the name.
Click on the Advanced button, and specify the Internal Host Header as well as a unique port to be used for the site in IIS. In our example we will be using port 8002. In addition, select to Use Port Number on Public URL, and then click OK.
Click Next and Install to proceed with the installation. Once completed successfully click on Finish.
You should now have three new shortcuts on the desktop of the Portal server. You’ll have the Customer portal and Customer portal configuration link as well as a shortcut for Infor SyteLine Portal Manager.
For a walk-through of how to update customer portals using the Portal Manager utility click here.
Configure SharePoint to connect to Infor SyteLine 8.03
Now that the SharePoint sites are configured for Customer Portal, we have to configure them to connect to SyteLine. Use your web browser to access the Customer Portal Administration Site. In our case the address we need to go to is http://portal:8001.
In the Config Server URL specify the URL of the Infor SyteLine utility server running the IDO service. Typically you’ll just need to replace the (server-name) string with the actual name of the utility server.
In case you don’t already have the ipf_bootstrap and SL_Internal accounts defined in the SyteLine configuration you are pointing the Customer portal to, you want to create these two accounts before proceeding further.
To configure the SL_Internal account, use the SyteLine client to connect to the appropriate configuration and bring up the Users form. Create a new user account with the user ID of SL_Internal. Make sure that the Super User box is checked. Also, the account has to be a member of the Internal group. Lastly, you have to apply the SyteLinePortals user module to this account.
To configure the ipf_bootstrap account, use the SyteLine client to connect to the appropriate configuration and bring up the Users form. Create a new user account with the user ID of ipf_bootstrap. make sure that the Super User box is not checked. Also, the account has to be a member of the Portal Bootstrap group and it needs to have the SyteLinePortals user module applied to it.
First, we’ll need to specify the SyteLine Portal Administrator account credentials. Check the box next to Change User ID/Password and enter in the appropriate username and password. Infor Support Engineers typically name this account SL_Internal.
Scroll down to the bottom of the page. Use the Default Locale dropdown to specify the locale you’d like to use, then click OK to commit the changes.
In the bottom left of the page a new section will appear. Click on the SharePoint Central Admin link.
This will take you to the Push SyteLine Configuration to STS section of the SharePoint Central Administration site. Click on the Push Config to STS button.
You will receive the following message “’Push Infor SyteLine Configuration to STS’ job has been scheduled on all farm servers”. Click on the OK button and close the tab in your web browser. In the other tab, click on the Close button in the Further Configuration Required section.
On the same page scroll back up to the SyteLine Portal Administrator Account Settings section and uncheck Change User ID/Password. Right below it, in the SyteLine Portal Bootstrap Account Settings section, check the box next to Change User ID/Password.
Enter in the appropriate username and password. Infor Support Engineers typically name this account ipf_bootstrap.
Scroll down to the bottom of the page and click OK to commit the changes.
Click on the Close button to finish.
Navigate back to the SharePoint Central Administration (http://portal:18784), and click on Application Management. Then click on Infor Portal Foundation Configuration v22.214.171.124.
Click on the Push Config to STS button.
Back on the Customer Portal Configuration Site, click on Site Actions and select Site Permissions from the menu.
Notice that you have the slportaladmin and ipf_bootstrap accounts listed here. We’ll need to add the Customer Portal group here by clicking on Grant Permissions.
Customer Portal group needs to have Read Permissions defined.
Click OK to commit changes.
In order to access the portal you need to have appropriate user account defined in the SyteLine configuration associated with the customer portal. Click here for a guide to how to configure customer portal users.
User your web browser to go to the Customer Portal site (http://portal:8002). You should see the log in prompt.
Type in the appropriate username and password, and log in.