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A New Era: Government and Self-Service Portals


Recently, city and county governments alike have been looking into giving their citizens an intuitive self-service portal that provides crucial communication, while also providing a flexible platform with which the organization can grow. Adxstudio, coupled with Microsoft Dynamics CRM, provides this flexible platform to its clients where basic customer self-service 311 or more complex functionality can coincide.

Adxstudio connects seamlessly with Dynamics CRM through the organizational data feed found in CRM and can be deployed in a few different ways. Each of these deployment options has their own advantages and disadvantages and are dependent on organizational needs. The option we will be going through today is an Azure deployment and its FedRAMP compliant counterpart, Azure Government. Both have very similar processes for deployment, but Azure Government requires an extra step due to additional security measures necessary for government clients.

Walk-Through: Azure Government

When deploying Adxstudio to Azure Government you must have Visual Studio 2013 or newer, your Azure environment with a Web App running, and an Adxstudio portal solution package (which can be downloaded off the Adxstudio website). Once you have all of these pieces you are ready to deploy your Adxstudio Portal and can follow these steps:

  1. Go into your Azure Government portal page where you will be able to see all of your Web
    Apps, virtual machines, and other products. Once there, on the left navigation, select Web Apps and select the Web App to which you wish to publish.
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  1. Next, we have to download the publish profile.
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  1. Save the Publish Profile to your desktop.
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  1. Now, we can open Visual Studio and go to File > Open > Project > Solution.
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  1. Once open, find Adxstudio (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples) and select the AdxstudioPortals.sln file. untitled3-5

 

  1. Once the file opens, right click on the MasterPortal and select Publish.
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  1. In the Publish window, select Import. Click Next.
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  1. Browse through your File Explorer to find the publish settings we downloaded earlier in Steps 2-3. 
  1. The settings from the publish file will load. Click Validate Connection underneath the Destination URL. Once the connection is validated, select Publish.
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  1. Once Visual Studio has validated the connection, ensure the Publish method is Web Deploy.
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  1. Switch to the Settings tab on the left. Once in Settings, check all three File Public Options boxes.
    Note: This is not critical for your initial deployment, however if you were to redeploy a newer version, it will remove all stale files from the Azure Web App.
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  1. Click Publish.
  1. Visual Studio will now begin publishing to your Azure Web App and will automatically open the Azure Website in a new browser once it has completed. As this is happening, we will now want to log into our CRM.
  1. In CRM, navigate to Settings > Customizations > Developer Resources.
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  1. Once Visual Studio has published, you will be presented with a Connect to Microsoft Dynamics CRM wizard. Enter in the necessary connection information, select the Adxstudio Portal, and click Apply.
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  1. The wizard will create the website bindings and will present the homepage of your site shortly after. untitled3-12

 



 Kiran Kothamachu

Aeon Nexus Corporation
(518) 708-8971 / (866) 252-1251
138 State Street
Albany, NY 12207
www.aeonnexus.com