Monday, November 4, 2013

How to setup a user in Business Portal



Recently, after upgrading Business Portal to 6.0, a user complained that he is getting Access Denied error while trying to access Business Portal. When I did the Google research, I realised that the domain users were not a part of BP Internal User group.

Below are the steps for setting up a user in Business Portal.
  • Set up the user in the SharePoint group. To do this, follow these steps:
    • Log on to Business Portal as an administrator.
    • On the Business Portal home page, click Site Actions, and then click Site Settings.
    • Under Users and Permissions, click People and Groups.
    • Verify that the user is added to the BP Internal User group and the BP Requisition group.
  • Set up the user in the Business Portal site. To do this, follow these steps:
    • Log on to Business Portal as an administrator.
    • On the Business Portal home page, click Site Actions, and then click Site Settings.
    • Under Business Portal Administration, click Users.
    • In the User list, click your user name.
    • Click the Roles tab.
    • Verify that the user is assigned the User role and the Requisition role.
  • Set up the user in Requisition Management. To do this, follow these steps:
    • Log on to Business Portal as an administrator.
    • On the Business Portal home page, click Site Actions, and then click Site Settings.
    • Under Requisition Management, click Users.
    • In the User list, click your user name.
    • Click Modify.
    • Make the changes that you want, and then click Save.


Reference:

Friday, November 1, 2013

How to setup company logo in Business Portal



As I am very much new to Business Portal at this time, I have no idea where to setup the company logo in Business Portal. Hence I raised my hands in Dynamics Community asking for help. After sometime, I got a reply guiding how to set it up. I will note down those steps below for future reference.

  • Put the gif file in the same folder as the logo.gif (By default, it is C:\Program Files\Microsoft Dynamics\Business Portal\Portal\Images)
  • On the Business Portal Home Page, go to Site Actions > Site Settings > Title, Description, and Icon (under Look and Feel).
  • Change the Logo.gif to be the image file and click OK. Be sure the URL uses the following path: /Business Portal/Portal/Images/
  • Click the browser’s Refresh button to display the new company logo.
  • If your company’s logo does not appear, you may need to delete your temporary Internet files. To do so, choose Tools > Internet Options from your browser’s menu bar. The Internet Options window appears. Click Delete Files. Click OK, then click the browser’s Refresh button again 
Logo recommendation
  • File format: The logo file must be a .gif, .bmp, .jpg, or .png file.
  • Size: The height of your company’s logo must not be more than 50 pixels. The width can vary, but be sure that the logo doesn’t overlap with the company name that appears in the top-right corner of Business Portal.
  • Transparency: Recommended to configure the logo so that its background color is transparent.
References

How to resolve 'File Not Found' error while trying to open Site Settings for Business Portal



I was trying to setup the company logo for the Business Portal this morning. When I tried opening 'Site Settings' I was getting 'File Not Found' error. After doing a google research (as always), I realised that this is something to do with 'Alternate Access Mappings' in SharePoint Central Administration for SharePoint Foundation 2010.

By default, SharePoint Foundation 2010 creates Alternate Access Mappings based on the workstation name. I was trying to open the Site Settings using the URL http://localhost. There was no Alternate Access Mappings configured for http://localhost. After setting it up, hurrayyyy, it started working.

Please see below the steps to setup the Alternate Access Mappings for SharePoint Foundation 2010.
  • Open Start >> All Programs >> Microsoft SharePoint 2010 Products >> SharePoint 2010 Central Administration
  • Click on Application Management
  • Click on 'Configure alternate access mappings' under 'Web Applications'
  • Make sure you have selected the right Web Application for 'Alternate Access Mapping Collection'
  • Click on 'Add Internal URLs'
  • Enter the URL. In my case, I typed http://localhost
  • Click on OK
That is it. Now it should work!!

References