Installing Customer Service when your SQL Server is set to Windows Authentication Mode only requires the following steps.
- 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.
- The SuperOffice Web Services (NetServer endpoint) used by Customer Service must be set up using Impersontae Database User with Windows - Database Integrates Authentication
If you already have an existing SuperOffice Web Services, you may edit the Web.config to match the red text
- 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
- The authentication on IIS must be set as the following:
For the Customer Service site Anonymous Authentication must be enabled
And Basic settings set to Application user (pass-through authentication)
For the Customer Service Scripts folder we need to tell the application which database user to use. Here we enable Windows authentication
And under basic settings we add the same user as from #1
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
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.
Click the Tools button, and then click Internet Options.
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