The New User-Centric Login Experience is Here - Tuesday, May 14, 2019 - Extranet User ...
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Peter Carson • President, Extranet User Manager • SharePoint MVP • Partner Seller, Microsoft Canada • peter.carson@extranetusermanager.com • http://blog.petercarson.ca • www.extranetusermanager.com • Twitter @carsonpeter • VP Toronto SharePoint User Group (#) http://eum.co
Envision IT built custom Extranet solution User-Centric EUM 2008 Login launched Extranet User Manager Azure B2B support 2012 2016 (EUM) Installer created 2019 Channel Partner 2010 Office 365 support 2017 program launched 2014 Productization of code EUM Brand and 2011 base begins 2015 Website launched 2009 2018 EUM V4 Launched (#) http://eum.co
Agenda Introductions New User-Centric Login Experience EUM V4.1 Overview EUM Features Licensing March of Dimes Customer Demo Summary, Q&A and Closing (#) http://eum.co
Poll – Which do you use today? • Office 36 • Microsoft Flow • Power BI • SharePoint On Premises (#) http://eum.co
Why a new Register/Login? • Which do I need to do? I don’t remember if I have an account • Remove this question from the user • When your value add as a product is user onboarding, user experience needs to be smooth and flawless • Users have too many accounts to manage • Remove the confusion for the external user • Allows user to Microsoft, Google, Facebook, or setup a local account • EUM performs the validation to check if already registered • Make it a single, seamless experience • Register right through to logged in where they were trying to go, in one step • Eliminate branding a separate application • Everything lives under the IdentityServer Application (#) http://eum.co
Considerations • Who is coming into the Extranet? • Does everyone see the same information? • Is there a member database to interface with? • Is it invitation only, or can people self-register • Who approves new registrations? • Is it just the Extranet they will be accessing, or are there other systems? (#) http://eum.co
Office 365 • External Sharing is not scalable • EUM provides the self-registration, profile • Individual users need permissions management, and delegation management to invite • As users and groups are created by the • Permissions become a mess, governance business owners, they are setup in Azure AD goes out the window by EUM • Azure B2B is not end user friendly • EUM sends the invitations • Azure portal is overwhelming • Azure AD manages the login process • All or nothing delegation • EUM manages the group membership • No self-registration leveraged for permissions • No integration to other line of business systems • No integration to on premises AD Third Party (#) http://eum.co
SharePoint On Premises and Other Systems • EUM acts as an Identity Provider • Azure Web Sites • Manage single sign-on to SharePoint and • SaaS applications such as Desire2Learn other on premise or cloud based apps (www.d2l.com) • No FBA • SAP portals • Fully branded registration and login • Custom applications experience • Can create and update the user profiles in • Forgotten password reset these other applications • Multi-factor authentication • SharePoint 2010 to 2019 support (#) http://eum.co
Extranet User Manager Features (#)
End User Components • Register/Sign In • Set Password • Manage your profile • Reset forgotten password (#) http://eum.co
Admin Components • Delegated access for the business owners and external users • Search, add, edit, and import users and groups • Used by administrators to configure the system • General settings • Federation Clients • Email templates • Office 365 • Azure AD B2B (#) http://eum.co
Branded Experience • Maintain your corporate brand throughout the entire user experience • Registration • All end-user pages • Emails http://eum.co (#) http://eum.co
Delegated User Management • Management of the extranet users is delegated to the business • IT does not need to manage accounts • Can also be delegated securely to the external organizations themselves (#) http://eum.co
Self-Registration • Fully customizable registration experience • Self service profile page • Fields can be added or removed • Can be integrated into back-end systems • Customizable approval workflow • Simple edits such as adding or removing fields done just through HTML editing of form (#) http://eum.co
Works with SharePoint 2010 to 2019 and Office 365 • Does not need to be installed on the SharePoint Server • PowerShell script setups up the trust • Office 365 supported through Azure B2B (#) http://eum.co
Adaptive Design • Leverages the Bootstrap framework • All end-user pages adapt to smartphone, tablet, or desktop experiences (#) http://eum.co
Azure Hosted or On Premise • Can be installed on an on premise server • SharePoint Server • IIS Server • Host in your Azure Tenant • App Service • Host in our Azure Tenant • Secure multi-tenant hosting • Managed by Envision IT • 7x24 monitoring and remediation (#) http://eum.co
Customer Case Study: March of Dimes Canada Community-based rehabilitation and advocacy charity for people with physical disabilities. The Challenge: March of Dimes vision is to become the primary service provider for community-based supports to Canadians after a stroke Member portal provides information on programs and services they offer Drive adoption by survivors and care givers Provide guidance on successful transition from hospital to home, positive peer support and community-based re- engagement http://eum.co (#) http://eum.co
Customer Case Study: March of Dimes Canada The Solution: • Fully custom registration process tailored to the audience • Multi-step profile setup gathers information about the user • User experience testing with user groups to optimize • Initial site launched August 2018 • Feedback was generally positive, but users were confused whether they needed to register or sign in (#) http://eum.co
Customer Case Study: March of Dimes Canada Demo Scenario: • Current live site at https://afterstroke.marchofdimes.ca • Updated login experience at https://modc.envisionit.com/ (#) http://eum.co
Customer Case Study: OACAS Member Portal OACAS is the Ontario Association of Children's Aid Societies https://oacas.sharepoint.com The Challenge: • 8,000 members across 50+ member organizations • Provincially funded training resources to be delivered through SharePoint and Desire2Learn • Previous portal limitations • No search • No CMS required web designers to update • IT needed to manage infrastructure • No single sign-on to D2L (#) http://eum.co http://eum.co
Customer Case Study: OACAS Member Portal OACAS is the Ontario Association of Children's Aid Societies https://oacas.sharepoint.com The Results: • Cloud hosted solution in Office 365 and D2L • Auto-approval of most accounts on-boarded 500 new users per day at peak • SSO between Office 365 and D2L • Responsive design for mobile support • Licensing provided through Office 365 for Nonprofits (#) http://eum.co http://eum.co
Ontario Association of Children's Aid Societies EUM Hosted Multi- Tenant Infrastructure EUM / AD FS OACAS O365 Tenant EUM Database Traffic Manager EUM / AD FS OACAS Training Portal EUM AD (#) http://eum.co
HTTP Triggers Microsoft Flow (#) http://eum.co
Extranet User Manager Connector (#) http://eum.co
(#) http://eum.co
Upcoming Events Municipal Information SharePoint Conference Toronto SharePoint Users Group Systems Association North America Developing Custom Connectors for the (MISA) Ontario May 21-23, 2019 Microsoft Power Platform June 2-5, 2019 Las Vegas May 15, 2019 Niagara Falls 6PM - 8:30PM EST www.sharepointna.com eum.co/events https://event.crowdcom pass.com/misaon2019 (#) http://eum.co
Thank you! Questions? (#) http://eum.co
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