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Windows Authentication Mode only

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    Installing Customer Service when your SQL Server is set to Windows Authentication Mode only requires the following steps.

    1. There must be a database user with default schema = crm7 (or the name of your table prefix). This is the user we will authenticate with both in the ODBC source, for the application pool and for the connect as user on the scripts folder.

      Database user with crm7 as default schema

    2. The SuperOffice Web Services (NetServer endpoint) used by Customer Service must be set up using Impersontae Database User with Windows - Database Integrates Authentication

      SuperOffice Product Configuration - Database driver - tick Impersonate database user
      If you already have an existing SuperOffice Web Services, you may edit the Web.config to match the red text

      Web.config changes

    3. The Application pool used by SuperOffice Web Services, Customer Service and the Customer Service scripts folder must have Identity set to the database user from #1

      Application pool identity user match db user

    4. The authentication on IIS must be set as the following:
      For the Customer Service site Anonymous Authentication must be enabled

      CS Site - Anonymous authentication enabled

      And Basic settings set to Application user (pass-through authentication)

      Basic settings - Application user

      For the Customer Service Scripts folder we need to tell the application which database user to use. Here we enable Windows authentication

      windows authentication enabled

      And under basic settings we add the same user as from #1

      Basic settings - domain user

     

    You may now start using Customer service, please note that the user must add your Customer service site in the Local intranet sites for this to work.

    To find Internet Explorer Security settings

    1. Open Internet Explorer by clicking the Start button. In the search box, type Internet Explorer, and then, in the list of results, click Internet Explorer.

    2. Click the Tools button, and then click Internet Options.

    3. Click the Security tab.

    From Change Internet Explorer Security settings: http://windows.microsoft.com/en-us/windows/change-internet-explorer-security-settings#1TC=windows-7