Developer Student Guide Content Authorization



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Developer Student Guide
Content Authorization


Table of Contents


Lesson: Content Authorization 3

Exercise: Manage Web Roles 3

Create Some Example Web Pages 3

“This is the news page.” 3

“Lorem Ipsum.” 4

“Dolor.” 4

“This is a restricted page.” 4

Create a new Web Role and Assign Access Permissions 4

1.Navigate to Portals > Community Portal or Training Portal > Web Roles 4

5

2.Click the Add New Web Role button 5



5

3.Complete the following fields: 5

a.Name: News Editor 5

b.Website: Community Portal 5

c.Authenticated Users Role: No 5

4.Click the Save button; do not close the window 5

5.From the News Editor Web Role Window that is still open, navigate to related Web Page Access Control Rules 5

5

6.On the Ribbon just above the main grid, click the Add Existing Web Page Access Control button. 5



6

7.Now click the tiny little magnifying glass on the right-hand side… 6

6

8.Now click the Plus symbol at the bottom of the lookup dropdown to create a new record: 6



6

9.Complete the following fields: 6

d.Name: View Restricted Page 6

e.Website: Community Portal or Training Portal 6

f.Web Page: Restricted Page 6

g.Right: Restrict Read 6

h.Leave the remainder of the fields on the form at their default values for now 6

10.Click the Save button and close the window 7

7

11.Notice that the ‘View Restricted Page’ rule has been added to the News Editor Web Role 7



12.On the Ribbon just above the main grid, click the Add Existing Web Page Access Control button once again, just like last time, and again create a new rule. 7

13.Complete the following fields: 7

i.Name: Grant News Change to News Editors 7

j.Website: Community Portal 7

k.Web Page: News 7

l.Right: Grant Change 7

m.Leave the remainder of the fields on the form at their default values for now 7

14.Click the Save button and close the window 7

15.Notice that the Grant Change rule has been added to the News Editor Web Role 7

16.Navigate to related Contacts using the related records navigation dropdown or the sub-grid (still from this same window) 7

7

17.Click to Add an existing contact to this web role 7



8

18.Add a Contact that is already a Portal User, but not a contact that came with Adxstudio Portals. For example, the Jon Doe contact that you created in the Invitation exercises. If you don’t have a contact to use, you can create a new one. Best thing to do is to complete the Invitation exercises first, as they walk you through this process. 8

Test your permissions on the portal 8

Now Navigate to the news Page. You should have front-side editing permissions for this page. Have fun! 9





Lesson: Content Authorization


In this Lesson, we will be experimenting with Web Roles and modifying the level of content permissions assigned to users. We’ll create a few web pages and either grant or restrict access to these pages for a Web Role of our own creation

Exercise: Manage Web Roles


In this exercise, we’ll create a few web pages and either grant or restrict access to these pages for a Web Role of our own creation. This will give you a sense of how the basic CMS permission model works to secure URLs in the portal.

Create Some Example Web Pages


We will be creating a number of web pages first, which we will be using to experiment with permissions. You can create these new pages as children of your Workspace page, if your portal has one. If not, you can create a Workspace page first, or create them as children of the content page.

You can use any other methods you have learned to create these pages. Do you prefer creating them through the front-side editing interface on the portal? Or by logging into CRM and creating them through the back-end? The choice is yours.

To avoid confusion during this exercise, let’s assign specific values for the fields of these pages (some won’t be necessary to enter if you are using front-side editing):

News


Name

News

Website

Community Portal or Training Portal

Parent Page

Workspace

Partial URL

news

Page Template

Page

Publishing State

Published

Copy

“This is the news page.”

News Article One

Name

News Article One

Website

Community Portal or Training Portal

Parent Page

News

Partial URL

article01

Page Template

Page

Publishing State

Published

Copy

“Lorem Ipsum.”

News Article Two

Name

News Article Two

Website

Community Portal or Training Portal

Parent Page

News

Partial URL

article02

Page Template

Page

Publishing State

Published

Copy

“Dolor.”

Restricted Page

Name

Restricted Page

Website

Community Portal or Training Portal

Parent Page

Workspace

Partial URL

restricted

Page Template

Page

Publishing State

Published

Copy

“This is a restricted page.”


Create a new Web Role and Assign Access Permissions


1.Navigate to Portals > Community Portal or Training Portal > Web Roles

c:\users\rbailey\appdata\local\temp\snaghtml108ea106.png

2.Click the Add New Web Role button

c:\users\rbailey\appdata\local\temp\snaghtml1090c613.png

3.Complete the following fields:


    1. Name: News Editor

    2. Website: Community Portal

    3. Authenticated Users Role: No

4.Click the Save button; do not close the window

5.From the News Editor Web Role Window that is still open, navigate to related Web Page Access Control Rules

c:\users\rbailey\appdata\local\temp\snaghtml10935b40.png

6.On the Ribbon just above the main grid, click the Add Existing Web Page Access Control button.

c:\users\rbailey\appdata\local\temp\snaghtml109542ff.png

7.Now click the tiny little magnifying glass on the right-hand side…

c:\users\rbailey\appdata\local\temp\snaghtml10972e57.png

8.Now click the Plus symbol at the bottom of the lookup dropdown to create a new record:

9.Complete the following fields:



    1. Name: View Restricted Page

    2. Website: Community Portal or Training Portal

    3. Web Page: Restricted Page

    4. Right: Restrict Read

    5. Leave the remainder of the fields on the form at their default values for now

10.Click the Save button and close the window

c:\users\rbailey\appdata\local\temp\snaghtml10a9a200.png

11.Notice that the ‘View Restricted Page’ rule has been added to the News Editor Web Role

12.On the Ribbon just above the main grid, click the Add Existing Web Page Access Control button once again, just like last time, and again create a new rule.

13.Complete the following fields:


    1. Name: Grant News Change to News Editors

    2. Website: Community Portal

    3. Web Page: News

    4. Right: Grant Change

    5. Leave the remainder of the fields on the form at their default values for now

14.Click the Save button and close the window

15.Notice that the Grant Change rule has been added to the News Editor Web Role

16.Navigate to related Contacts using the related records navigation dropdown or the sub-grid (still from this same window)

c:\users\rbailey\appdata\local\temp\snaghtml10ab993a.png

17.Click to Add an existing contact to this web role

c:\users\rbailey\appdata\local\temp\snaghtml10ac1980.png

18.Add a Contact that is already a Portal User, but not a contact that came with Adxstudio Portals. For example, the Jon Doe contact that you created in the Invitation exercises. If you don’t have a contact to use, you can create a new one. Best thing to do is to complete the Invitation exercises first, as they walk you through this process.

Test your permissions on the portal


Now that you have set up your permissions, it’s time to test them on the portal. First try to access the Restricted Page as an anonymous user (Sign out if you are already signed in). Does it show up in the navigation? Can you navigate to it? You shouldn’t be able to, since it’s restricted. If you can, you’ve done something wrong (happens to the best of us!).

Log in to the PORTAL as the user you just added to your News Editor Web Role. (Sign out if you are already signed in as someone else).



Once you are logged in, you should be able to see the restricted page

c:\users\rbailey\appdata\local\temp\snaghtml8662121b.png


Now Navigate to the news Page. You should have front-side editing permissions for this page. Have fun!


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