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CRM Customer Portal Security

An Overview of Network Architecture Options

It is often vital for applications to be able to secure the data passed to and from an internal server. With CRM
Customer Portal, you can use several technologies to create a secure channel. This paper establishes the architecture
options available and points to detailed technical information.

CRM Customer portal is an enterprise web application developed in the DotNetNuke

Related Information
framework which is built on a M icrosoft ASP.NET platform and co nnects to your internal
CRM system using exclusively Web Services.

CRM Customer Portal can be installed outside you internal network in a web server and
Internet Information
the connection to the internal database is secured by a firewall.

 Securing Web Sites and

 Deployment Guide for the
Security Configuration
 Security Guidance Center
for IIS


 Security Whitepapers
 Installation and Setup
 SQL Server Whitepapers
The complete CRM system can be viewed as a distributed application and, as such, the  General Whitepapers
level of security it provides is the same as the level of security each of the different
layers can sustain. DotNetNuke

The portal has been tested to prevent any breaches that could be exploited and the  M anaging Security,
website security is guaranteed due to a server-side analysis of the transmitted Membership, and Roles
information to avoid malicious intent.  Hardening DotNetNuke
DotNetNuke secures your personal information from unauthorized access, use or  Code Access Security
disclosure. DotNetNuke secures the personally identifiable information you provide on  Community Forums
computer servers in a controlled, secure environment, protected from unauthorized
access, use or disclosure. When personal information is transmitted to other Web sites,
it is protected through the use of encryption, such as the Secure Socket Layer (SSL)
The above web application is hosted on your internal or external IIS web server, in either case the secure isolation of
content is guaranteed by providing an independent environment targeted to hosting content for users who do not have
general access to your corporate network.

The possibility of hardening servers for specific server roles allows to focuses on securing server -to-server
communication. The Web Server connection to the internal CRM system was tailored for a unique touch -point to the
corporate network environment, so it can be easily secured by software -based or hardware-based firewall with or
without encryption.

By putting IIS and Firewall security configurations in place, companies can avoid the inherent security risks associated
with this technology. Web administrators should carefully examine the deployment and configuration options to
prevent the transmission of inappropriate content that violates corporate policy. Collaboration security is extremely
valuable to maintaining network performance and user productivity; therefore, CRM Customer Portal should not be
overlooked in any security strategy.

CRM Customer Portal

Actua Software CRM Customer Portal is an integrated, adaptable portal solution that enables you and your
company to rise to the next level in your customers relations. CRM Customer Portal was built on top of
DotNetNuke open-source project started by Microsoft, which means technology with higher customization
features and with a complete set of available skins and modules for all of your needs. And because it is designed
for Microsoft D ynamics CRM, it easily works with the systems your company already has implemented. By
automating and streamlining customer relations in the internet channel, CRM Customer Portal brings together
people, processes and technologies, increasing the productivity and effectiveness of your business, and helping
you drive business success.

For more information about CRM Customer Portal, go to:

For More Information

For more information about Actua Software products and services, call the Actua Software Sales Information Center at
(408) 351-3300. In Europe, call the Actua Software European Information Centre at +351 22 -9419379. To access
information using the World Wide Web, go to:

For more information about Microsoft products and services, go to:

For more information about DotNetNuke project, go to:

© 2007 Actua Software. All rights reserved. This case study is for informational purposes only. ACTU A SOFTW AR E MAKES NO W ARR ANTIE S,

Actua Software and CRM Customer Portal are either registered trademarks or trademarks of Ac tua Software in the United States and/or other
countries. All other trademarks are property of their respective owners.

Actua Software | 111 N Market Street, 6th Floor | Suite 670 | San Jose, CA 95113 | USA

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