Implement ExCM and FBA

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If you would like our professional services staff to assist you with setting up your SharePoint Extranet and ExCM, here are the tasks and considerations. Please contact us if you have any questions or check out our full range of Extranet Services.

Tasks (2-4 hours)

Create ASPNETDB SQL database to hold membership, role and profile information for extranet users
- Need create access to your DB server from your WFE server
- Need to grant DB access to your IIS application pool
Configure FBA Authentication Provider for the extranet.example.com site in SharePoint Central Admin Page
Modify the web.config files for the Central Admin, FBA and NTLM extranet.example.com sites
- ConnectionStrings
- PeoplePickerWildcards
- Providers
- RoleManager
- Profile (if desired)
Install ExCM Components to your SharePoint server
Deploy and Activate ExCM (Delegation) Features to your FBA site
Test add, update remove user
Test delegated user, invitations
Test self-service password operations
Setup Forgot Password Link on Login Page(if desired)

Customer's Considerations

Names of FBA, NTLM sites
- SharePoint requires unique name/port combination
- The same name can be used for FBA/NTLM access by performing the following SharePoint/Networking tasks
  - Configure two Web Applications (Extension) with different name or port (extranet.example.com [FBA], int.extranet.example.com [NTLM])
  - Configure a networking rule that forwards all intranet requests to extranet.example.com -> int.extranet.example.com
  - Modify the access mappings from int.extranet.example.com so all links are rewritten to extranet.example.com
- Access mappings should be configured and tested before we begin the ExCM installation process
Site taxonomy
- Important for setting access control, delegation properties and SPA Provisioning Templates for extranet clients.
  - Example:
    - Root
      - Client 1
        
        Matter 1
        Matter 2
      - Client 2
        
        Matter1
        Matter2
        Matter3