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Key tasks: Set up vendor user provisioning

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

This topic provides information about how to configure Microsoft Dynamics AX to enable user provisioning. Users are provisioned either as part of the user request process, or automatically through specific tasks in the user request workflow. User provisioning automates the creation of Microsoft Dynamics AX user accounts and user permission assignments. This ensures proper control of users and their access to the Vendor portal and simplifies the process of creating users.

Microsoft Dynamics AX 2012 supports flexible authentication. Flexible authentication allows users to be authenticated in Microsoft Dynamics AX by using Windows Live ID, Active Directory Federation Services (AD FS), or forms-based authentication. When you use flexible authentication, users do not have to be listed in Active Directory Domain Services (AD DS) to access data or forms in Microsoft Dynamics AX. For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.

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Set up Enterprise Portal parameters for vendor user provisioning

Set up the user request workflow

Set up the inactivate user request workflow

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About provisioning vendor users

Set up Enterprise Portal parameters for vendor user provisioning

You must set up the user provisioning parameters for Enterprise Portal for Microsoft Dynamics AX to support user authentication in the Vendor portal.

  1. Click System administration > Setup > Enterprise Portal > Enterprise Portal parameters. Click User provisioning.

  2. Select options in the Forms based user credentials section:

    • Select the Use e-mail address as user alias check box if you are using forms-based authentication or Windows Live ID authentication, and you are using the Automated user provisioning task in the user request workflow.

    • If you are using the Notify user alias task in the user request workflow, in the User alias notification template field, select a template. The template defines the email message that is sent to users to notify them that their user alias has been created.

      Note

      This step is required when you are using forms-based authentication and optional for other authentication methods.

    • In the Temporary password notification template field, select a template. The template defines the email message that is sent to users to notify them of their temporary password for accessing the Vendor portal.

      Note

      This step is required when you are using forms-based authentication and optional for other authentication methods.

  3. Select options in the Vendor user account authentication section:

    • In the Vendor self-service portal website field, enter the URL for the Vendor portal website. The user is directed to this website after they have been authenticated as a Microsoft Dynamics AX user.

    • In the Vendor authentication method field, select the method to use for authenticating vendor users before they can access the Vendor portal.

    • In the E-mail template for vendor user request field, select the email template to use to welcome vendor users. The template defines the email message that is sent to users to notify them that the user request process is complete and they can log on to the Vendor portal. This email template is invoked by the Notify new user task in the user request workflow.

    • In the Vendor claims provider name field, enter the name of the claims provider. The claims provider is the authentication provider that you specified in Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 when you configured flexible authentication. For more information, see Deploy an Enterprise Portal site that uses forms-based authentication.

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Set up the user request workflow

The user request workflow controls the user provisioning process. This includes adding new users and modifying existing users. The user request workflow can be set up to automate the user provisioning process, or it can be set up to allow the system administrator to set up users manually or by using provisioning.

This procedure explains some of the workflow tasks that are specific to the user request process.

  1. Click System administration > Setup > Workflow > User workflows.

  2. On the Action Pane, click New to create a new workflow configuration for user requests.

  3. In the Create workflow form, in the Name field, select User request workflow. Then click Create workflow.

  4. In the workflow editor, select and configure the workflow tasks.

    • Approve user request – This task defines the approval process for user requests. It defines approvers, conditions for initiating the approval step, escalation criteria, and approval actions. Approval actions include approving or rejecting a request, or delegating the request to another reviewer.

    • Automated provision user – Use this task to start the user provisioning process automatically. To use this task, the Use e-mail address as user alias check box in the Enterprise Portal parameters form must be selected.

    • Notify new user – Use this task to send an email message to a new user to notify them of their Microsoft Dynamics AX alias. To use this task for vendor user requests, a template must be selected in the Enterprise Portal parameters form, in the E-mail template for vendor user request field.

    • Notify user alias – Use this task to send an email message to users to notify them of their user alias in Microsoft Dynamics AX. To use this task, a template must be selected in the Enterprise Portal parameters form, in the User alias notification template field.

      Note

      This task applies only when forms-based authentication is used to verify workers.

    • Provision new user – Use this task to allow the system administrator to start the new user provisioning process manually in the User request details form.

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Set up the inactivate user request workflow

An inactivate user request is used to remove user access privileges for an existing user. The inactivate user request workflow allows the system administrator to initiate the user inactivation process manually.

This procedure explains some of the workflow tasks that are specific to the inactivate user request process.

  1. Click System administration > Setup > Workflow > User workflows.

  2. On the Action Pane, click New to create a new workflow configuration for user requests.

  3. In the Create workflow form, in the Name field, select Inactivate user request workflow. Then click Create workflow.

  4. In the workflow editor, select and configure the workflow tasks.

    • Approve user request – This task defines the approval process for inactivate user requests. It defines approvers, conditions for initiating the approval step, escalation criteria, and approval actions. Approval actions include delegating, escalating, approving, or denying requests.

    • Inactivate existing user – This task defines the inactivate process, including step assignment, escalation criteria, and step actions. Step actions include delegating, escalating, and marking the task completed.

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