Setting up shared membership - Telligent Analytics Product Documentation - Telligent Analytics

Important: To use the Shared Membership configuration, you must first create a site in Settings using the default Forms authentication mode. Users in Analytics are tied to Report Sites, and a Site must first exist before any logins can be created. Make sure you have created a Report Site before enabling Shared Membership.

Note: Due to a fundamental change that occurred in the Roles system in Telligent Community 5.0 / Enterprise 2.0, the Shared Membership feature of Telligent Analytics does not directly integrate with existing community roles.

User logins can be shared with an existing community site, and Telligent Analytics roles can be created for these logins if desired. To use ASPNET membership roles instead of specifying allowed users (instructions below), you need to download an ASPNET membership tool and use it to create and assign these roles to users.

Procedure

Locate the Web.config and Web.SharedMembership.config files in your Web directory.
Rename the Web.config file. Telligent recommends renaming it something like Web.default.config.
Rename the Web.SharedMembership.config file to Web.config.
Locate the connectionStrings.config file, also in the Web directory.
Update the following connection string:
1. aspnet_membership
  
  A string that points to the database where your membership tables are located. This is usually pointed at your Telligent Evolution community.
  
  <add name="aspnet_membership" connectionString="server=(local);database=TelligentCommunity;Trusted_Connection=True;" />
Open the Web.config file (the one you renamed in Step 3 above). Do the following:
1. locate the <membership defaultProvider> section. This can be located by searching the Web.config file for "<membership" (no closing bracket).
  
  Under <add name="aspnet_membership_provider"...> look for applicationName="telligent_community" and ensure that applicationName matches the application name of your Telligent Evolution Platform community (found in the table of your membership database in the database table aspnet_applications).
2. If you are using Telligent Analytics 3.7, you must perform this step. Locate the <roleManager> section. This can be located by searching the web.config file for "<roleManager" (no closing bracket). Ensure there is a valid provider added, for example:
```
<roleManager defaultProvider="SqlProvider"
     enabled="true"
     cacheRolesInCookie="false"
       >
      <providers>
        <add
          name="SqlProvider"
          type="System.Web.Security.SqlRoleProvider"
          connectionStringName="aspnet_membership"
          applicationName="your-application-name-from-previous-step" />
      </providers>
    </roleManager>
```
3. Locate the <authorization> section.
  
  Add additional users by adding lines similar to this one:
  
  <allow users="admin" />
  
  Note: If you instead wish to allow any users with a valid login to have access to the Analytics site, replace the <deny users="*" /> line with <deny users="?" />. This way you don't have to specify all the users individually.
4. Save the Web.config file.
Navigate to the /admin/ folder and open the Web.config file found in this directory. Add users that you wish to grant access to the Control Panel in Analytics.
1. Add additional users by adding lines similar to this one:
  
  <allow users="admin" />
2. Save the Web.config file.
If you are using Telligent Analytics 3.7, you must perform this step. Ensure that the database user for the aspnet_membership connection string has the following three roles to the Evolution database:
- aspnet_Roles_BasicAccess
- aspnet_Roles_FullAccess
- aspnet_Roles_ReportingAccess