{"id":984,"date":"2014-10-06T17:54:50","date_gmt":"2014-10-06T12:24:50","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=984"},"modified":"2021-12-14T15:53:15","modified_gmt":"2021-12-14T10:23:15","slug":"extend-sharepoint-2013-and-integrate-it-with-crm-2013-ifd","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2014\/10\/extend-sharepoint-2013-and-integrate-it-with-crm-2013-ifd\/","title":{"rendered":"Extending Sharepoint 2013 and integrating with CRM 2013 IFD"},"content":{"rendered":"

As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the\u00a0CRM is on IFD and if we\u00a0want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the\u00a0steps that\u00a0will help us\u00a0to extend SharePoint and integrate it with the CRM.<\/p>\n

Steps to Extend SharePoint:<\/strong><\/p>\n

    \n
  1. Firstly, we\u00a0need to install SharePoint on the server.<\/li>\n
  2. After the installation, we\u00a0can move forward to extend SharePoint. For this, we\u00a0need to open IIS manager<\/strong> and open \u201cSharePoint Central Administration<\/strong>\u201d site. This site allows us to extend SharePoint Site.\"IIS<\/a><\/li>\n
  3. Select the \u201cSharePoint Central Administration<\/strong>\u201d site and go to Application Management –> Manage web applications.<\/strong><\/strong><\/strong>\"SharePoint<\/li>\n
  4. We\u00a0will see the 2 SharePoint site Records i.e. Central Administration<\/strong> and SharePoint site<\/strong>. Now to extend SharePoint, select the SharePoint Site (i.e. 2nd<\/sup> one) and click on the Extend<\/strong> button. This extend button at times is\u00a0in disabled mode, so make sure that the\u00a0browser is running as an Administrator.\"SharePoint<\/li>\n
  5. A pop-up will be prompted named as \u201cExtend Web Application to Another IIS Web Site<\/strong>\u201d. Here we\u00a0need to provide the following inputs in order to extend it. After that, click on the OK <\/strong>button.\n
      \n
    1. Select \u201cCreate a new IIS web site<\/strong>\u201d<\/li>\n
    2. Port<\/strong> \u2013 Provide any port, which is not used in the\u00a0domain network and make a note of it<\/li>\n
    3. Host Header <\/strong>\u2013 It is required to provide host header. For e.g. sharepoint.domainname.com<\/li>\n
    4. Path <\/strong>\u2013 Keep the default as it is i.e. wwwroot<\/li>\n
    5. Allow Anonymous<\/strong>: No<\/li>\n
    6. Use Secure Socket Layer(SSL): \u00a0<\/strong>Yes<\/li>\n
    7. Enable Windows Authentication :<\/strong> Checked<\/li>\n
    8. Integrated Windows Authentication<\/strong> : NTLM<\/li>\n
    9. Default Sign in Page<\/strong> : Checked<\/li>\n
    10. URL<\/strong>: Keep the default as it is and make a note of it for further use<\/li>\n
    11. Zone<\/strong>: Internet (this is required and make sure that it is selected as internet)\"Web\"Web\"Web<\/li>\n<\/ol>\n<\/li>\n
    12. Now open IIS manager, we\u00a0will see one more SharePoint site displayed\u00a0on it.\"IIS<\/li>\n
    13. Then\u00a0select the Site and Open \u201cSSL Settings\u201d <\/strong>and tick the \u201cRequire SSL\u201d<\/strong> and click on Apply<\/strong> button.\"SSL\"SSL<\/li>\n
    14. Now to access this site, we\u00a0need to select the certificate in the Site Bindings. So we\u00a0need to import SSL domain certificate with *.pfx.<\/strong> To import certificate, follow the below steps:\n
        \n
      1. Select the Server in IIS<\/li>\n
      2. Click on the Server Certificates<\/strong><\/li>\n
      3. Then in that click on the Import <\/strong>link<\/li>\n
      4. A window will be prompted named as \u201cImport Certificate\u201d<\/strong><\/li>\n
      5. Select the certificate, provide the password and select \u201cSelect Certificate Store<\/strong>\u201d as \u201cWeb Hosting<\/strong>\u201d and click on\u00a0OK\u00a0<\/strong>button<\/li>\n<\/ol>\n

        \"Server<\/p>\n

        \"Import<\/li>\n

      6. Now we need to go to the Site again created in step 6, and click on the Bindings. It will allow us\u00a0to select the SSL certificate, which we\u00a0had imported in the above step. Select the certificate and click on the OK button.\"Site<\/li>\n
      7. Temporarily,\u00a0we\u00a0can do the Host entry<\/strong>, to access SharePoint using extended URL on the SharePoint Server, hence if we\u00a0create the extended the SharePoint with user https:\/\/sharepoint.mydomain.com:450<\/a>, then we\u00a0need to do a host entry for sharepoint.mydomain.com<\/strong> host with corresponding IP address into the Host file. Add below entry in the Hosts file located in the C:\\Windows\\System32\\Drivers\\etc.<\/strong><\/strong><\/strong>\"Hosts<\/li>\n
      8. Now all the settings are completed. Reset the IIS and browse the website using this URL generated in the step 5.\"14\"<\/li>\n
      9. Now on the DNS server add the DNS Host entry in the DNS configuration and keep the Port no. open, which we had\u00a0used in Step 5. This will extend the SharePoint and accessible through the internet.\u00a0After successfully extending SharePoint, we\u00a0need to integrate it with the CRM.For this, follow our blog \u201cIntegrate SharePoint with the CRM<\/a><\/strong>\u201d. This will help you to integrate SharePoint and CRM.<\/li>\n<\/ol>\n

        Note<\/strong>: Sometimes after extending the SharePoint, when you access above extended SharePoint URL through the browser it asks for the username and password and even if you provide the correct credentials, it keeps on prompting as there is a loopback check security feature that is designed to help prevent reflection attacks on your computer. Therefore, authentication fails if the custom host header that you use does not match the local computer name.<\/p>\n

        You can follow this article to resolve this issue http:\/\/support.microsoft.com\/kb\/896861\/en-us<\/a><\/p>\n

        Hope this helps!<\/p>\n","protected":false},"excerpt":{"rendered":"

        As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the\u00a0CRM is on IFD and if we\u00a0want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the\u00a0steps that\u00a0will help us\u00a0to extend SharePoint and\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[21,22,24,31,53],"tags":[1609,1662],"class_list":["post-984","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-2013","category-dynamics-crm-2015","category-dynamics-crm-2016","category-integrations-dynamics-crm","category-sharepoint","tag-sharepoint","tag-ssl"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=984"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/984\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}