External documents in EP

External documents in EP - Version 2

In my earlier post i showed how to use the Document Library template to create a page for external documents in Enterprise Portal (EP).

In this version i will show how to create a basic web page with the EP template to manage external documents. This gives the advantage of using for example the EP menus on the left hand sise of the page. This also makes it possible to have on the same page external and internal documents if that is needed in some scenarios.

We start by creating a Basic Web Page, just like any other EP page

Give the new page a name and select the Enterprise Portal from the Document Library drop-down box.

On the page add a web part for Shared Documents

Modify the web part and display the full document toolbar

And this is the result

Here we get the best from both worlds, we can access EP menues and content and even have external documents and external documents management

Comments

Dynamics 365 for operations – Table extensions

Background Extensions are a new way to add functionality and custom code to the D365 system without changing the standard code. In fact, Microsoft has announced that edit standard elements like those that we have done in the past will not be possible after 2017. By using extensions, we can achieve the same result by simply extending the standard system => EXTENSIONS. To read more about the difference between overlaying and extensions follow this link https://ax.help.dynamics.com/en/wiki/customization-overlayering-and-extensions/#extensions Extending tables By using table extensions, we can create a new table that adds new fields, field groups, indexes, mappings, relations, methods, subscribe to event handlers and more. When extending tables we need to follow the naming rule as such: <TABLENAME><_Extension> the compiler understands the _Extensions suffix and knows that the table in question is extending a table from the standard system. This gives us access ...

Plug-able Authentication in Microsoft Dynamics AX 2012

I have worked in many projects involving the Enterprise Portal for Ax ranging from version 2.5. One of the biggest issue for the end customer/user has been the ability to have a plug-able authentication for EP. This has been an issue for example for customers that have other portals based on Share Point as well as custom build ASP.NET web sites. All these portals are able to share the authentication with Single Sign On, SSO. But until now with version 2012 of Ax this has not been possible since earlier versions of Ax have only supported Windows Authentication. So in scenarios where you implement an EP site for a customer that has other portals and uses for example forms authentication, if you are not running Ax 2012 you have to have a special/dedicated log-on to EP. One of the biggest advantages is the fact that now external users do not have to be in Active Directory mixed up with all the internal users or located in an extra AD repository with all the administrative IT work l...

Remove HTML code from strings

When you work for example with the presentations DAX adds some HTML comment code to the text stored in the database. This can cause the text on the web to be displayed in incorrect format. This also takes up space in the database and makes the database file grow larger. TEXT There is a nice X++ function: just call Web::stripHTML( string ), which will return the string without the HTML tags

Dynamics 365 for operations explorer

Search This Blog