Merge pull request MicrosoftDocs#2115 from MicrosoftDocs/portals-oct-2019

Portals oct 2019

Author: KumarVivek

powerapps-docs/maker/TOC.yml

@@ -1064,7 +1064,7 @@
 
 - name: Portals
   items:
-    - name: What is PowerApps Portals?
+    - name: What is PowerApps portals?
       href: ./portals/overview.md
     - name: Design and build a portal
       items:
@@ -1074,7 +1074,9 @@
           href: ./portals/create-portal.md
         - name: Create a portal with Dynamics 365 environment
           href: ./portals/create-dynamics-portal.md
-        - name: Portal designer anatomy
+        - name: Provision a portal using the older portal add-on
+          href: ./portals/provision-portal-add-on.md
+        - name: PowerApps portals Studio anatomy
           href: ./portals/portal-designer-anatomy.md
         - name: Supported web browsers for portal designer
           href: ./portals/supported-browser.md
@@ -1120,7 +1122,7 @@
           href: ./portals/admin/manage-auth-key.md
         - name: Set up IP address restriction
           href: ./portals/admin/ip-address-restrict.md
-        - name: Update to PowerApps Portals domain
+        - name: Update to PowerApps portals domain
           href: ./portals/admin/update-portal-domain.md
         - name: Clear the server-side cache
           href: ./portals/admin/clear-server-side-cache.md
@@ -1152,6 +1154,58 @@
               href: ./portals/configure/configure-saml2-settings.md 
             - name: Migrate identity providers to Azure AD B2C
               href: ./portals/configure/migrate-identity-providers.md
+        - name: Search
+          items:
+            - name: About search
+              href: ./portals/configure/search.md
+            - name: Improve search by using faceted search
+              href: ./portals/configure/improve-portal-search-faceted-search.md
+            - name: Search within file attachments
+              href: ./portals/configure/search-file-attachment.md
+        - name: Enable multiple-language support
+          href: ./portals/configure/enable-multiple-language-support.md
+        - name: Create and manage web files
+          href: ./portals/configure/web-files.md
+        - name: Manage web links
+          href: ./portals/configure/manage-web-links.md
+        - name: Create and manage page templates
+          href: ./portals/configure/page-templates.md
+        - name: Manage content snippets
+          href: ./portals/configure/customize-content-snippets.md
+        - name: Create a redirect URL
+          href: ./portals/configure/add-redirect-url.md
+        - name: Use shortcuts to place child nodes
+          href: ./portals/configure/place-child-nodes.md
+        - name: Behavior and format of the date and time field
+          href: ./portals/configure/behavior-format-date-time-field.md
+        - name: Add chart on a web page in portal
+          href: ./portals/configure/add-chart.md
+        - name: Work with entity forms
+          href: ./portals/configure/entity-forms.md
+        - name: Work with entity lists
+          href: ./portals/configure/entity-lists.md
+        - name: Work with web forms
+          items:
+            - name: Define web form properties
+              href: ./portals/configure/web-form-properties.md
+            - name: Web form steps
+              items:
+                - name: Define web form steps
+                  href: ./portals/configure/web-form-steps.md
+                - name: Define a load form and load tab step type
+                  href: ./portals/configure/load-form-step.md
+                - name: Add a redirect step type
+                  href: ./portals/configure/add-redirect-step.md
+                - name: Add a conditional step type
+                  href: ./portals/configure/add-conditional-step.md
+                - name: Add custom JavaScript
+                  href: ./portals/configure/add-custom-javascript.md
+            - name: Configure web form metadata
+              href: ./portals/configure/configure-web-form-metadata.md
+            - name: Configure a web form subgrid
+              href: ./portals/configure/configure-web-form-subgrid.md
+            - name: Add geolocation
+              href: ./portals/configure/add-geolocation.md
     - name:  Advanced portal customization
       items:
         - name: Work with Liquid templates
@@ -1198,6 +1252,20 @@
                   href: ./portals/liquid/render-site-header-primary-navigation.md
         - name: OAuth 2.0 implicit grant flow
           href: ./portals/oauth-implicit-grant-flow.md
+    - name: User management and security in portal
+      items:
+        - name: Configure contacts
+          href: ./portals/configure/configure-contacts.md
+        - name: Invite contacts
+          href: ./portals/configure/invite-contacts.md
+        - name: Create web roles
+          href: ./portals/configure/create-web-roles.md
+        - name: Assign entity permissions
+          href: ./portals/configure/assign-entity-permissions.md
+        - name: Control webpage access
+          href: ./portals/configure/webpage-access-control.md
+        - name: Create website access permissions
+          href: ./portals/configure/website-access-permission.md
     - name: Document storage in portals
       items:
         - name: Configure notes
@@ -1212,7 +1280,7 @@
           href: ./portals/manage-sharepoint-documents.md
     - name: Known issues
       href: ./portals/known-issues.md
-    - name: PowerApps Portals FAQ
+    - name: PowerApps portals FAQ
       href: ./portals/faq.md
 - name: Common Data Service
   href: ./common-data-service/data-platform-intro.md

powerapps-docs/maker/portals/admin/add-custom-domain.md

@@ -6,7 +6,7 @@ manager: shujoshi
 ms.service: powerapps
 ms.topic: conceptual
 ms.custom: 
-ms.date: 10/21/2019
+ms.date: 11/04/2019
 ms.author: shjais
 ms.reviewer:
 ---
@@ -46,6 +46,6 @@ A custom domain can help your customers find your support resources more easily
 7. Select **Finish** to close the wizard.
 
     > [!Note]
-    > If you want to change your existing custom domain name, you must upload a new SSL certificate and follow the steps in the wizard as mentioned [here](#link-your-portal-to-a-custom-domain).
+    > If you want to change your existing custom domain name, you must upload a new SSL certificate and follow the steps as mentioned in this section.
     
 

powerapps-docs/maker/portals/admin/admin-overview.md

@@ -15,7 +15,7 @@ ms.reviewer:
 
 The PowerApps Portals admin center allows you perform advanced administrative actions on portals. The admin center is available when a portal is provisioned successfully.
 
-To open admin center:
+## Open PowerApps Portals admin center
 
 1. Go to the **Recent apps** section on the PowerApps home page and locate your portal.
 
@@ -30,4 +30,26 @@ To open admin center:
 3. In the **Portal settings** pane, select **Administration**.
 
     > [!div class=mx-imgBorder]
-    > ![Portal settings pane](../media/portal-settings-admin.png "Portal settings pane")  
+    > ![Portal settings pane](../media/portal-settings-admin.png "Portal settings pane")
+
+## Add yourself as an owner of the Azure AD application
+
+If you are not a global administrator and you try to manage a portal that has already been provisioned, or you resubmit the provisioning if it failed, you must be the owner of the Azure Active Directory (Azure AD) application connected to your portal.
+
+1. Go to the PowerApps Portals admin center and open the **Portal Details** tab.
+
+2. Copy the value from the **Application ID** field.
+
+    > [!div class=mx-imgBorder]
+    > ![Portal Details tab](../media/portal-details-admin.png "Portal Details tab")
+
+3. Go to Azure AD associated with your tenant. [!include[](../../../includes/proc-more-information.md)] [Take over an unmanaged directory as administrator in Azure Active Directory](https://docs.microsoft.com/azure/active-directory/active-directory-manage-o365-subscription)
+
+4. In Azure AD, search for the app registration by using the application ID you copied. You might need to switch from **My apps** to **All apps**.
+
+5. Add users or groups as owners of this app registration. [!include[](../../../includes/proc-more-information.md)] [Managing access to apps](https://docs.microsoft.com/azure/active-directory/active-directory-managing-access-to-apps)
+
+    > [!Note]
+    > This task can be performed either by a global administrator of your organization or the existing owner of this application.
+
+6. After you've added yourself as an owner, reopen the PowerApps Portals admin center page.

powerapps-docs/maker/portals/admin/portal-details.md

@@ -6,14 +6,14 @@ manager: shujoshi
 ms.service: powerapps
 ms.topic: conceptual
 ms.custom: 
-ms.date: 10/07/2019
+ms.date: 11/04/2019
 ms.author: shjais
 ms.reviewer:
 ---
 
 # Portal details
 
-After you create a portal, it will begin provisioning and you are notified about the status through notifications. Once the portal is provisioned, you are redirected to PowerApps Portals Studio. You can use PowerApps Portals Studio to create and customize your website.
+After you create a portal, it will begin provisioning and you are notified about the status through notifications. Once the portal is provisioned, you are redirected to PowerApps portals Studio. You can use PowerApps portals Studio to create and customize your website.
 
 If you need to see more details about the provisioned portal such as, portal type, application ID, owner of the portal, and so on, you can open [PowerApps Portals admin center](admin-overview.md) and navigate to the **Portal Details** tab. The user who has created the portal is the owner of the portal.
 

powerapps-docs/maker/portals/admin/portal-lifecycle.md

@@ -1,6 +1,6 @@
 ---
-title: "About PowerApps Portals lifecycle | MicrosoftDocs"
-description: "Information about PowerApps Portals lifecycle and converting it from trial to production."
+title: "About PowerApps portals lifecycle | MicrosoftDocs"
+description: "Information about PowerApps portals lifecycle and converting it from trial to production."
 author: sbmjais
 manager: shujoshi
 ms.service: powerapps
@@ -25,7 +25,7 @@ The first portal is free to be created in an environment in a tenant. If you nee
 
 A portal is always created as a trial portal. You can convert it to production from the PowerApps Portals admin center if you have the required licenses. For information on converting a trial portal to production, see [Convert a trial portal to production](#convert-a-trial-portal-to-production).
 
-To convert a trial portal to production, the environment should have required add-ons for external users, or a license for internal users. For more information on licensing, see [PowerApps and Microsoft Flow licensing FAQs](https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq) and [PowerApps Portals licensing](https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#can-you-share-more-details-regarding-the-new-powerapps-portals-licensing).
+To convert a trial portal to production, the environment should have required add-ons for external users, or a license for internal users. For more information on licensing, see [PowerApps and Microsoft Flow licensing FAQs](https://docs.microsoft.com/power-platform/admin/powerapps-flow-licensing-faq) and [PowerApps portals licensing](https://docs.microsoft.com/power-platform/admin/powerapps-flow-licensing-faq#can-you-share-more-details-regarding-the-new-powerapps-portals-licensing).
 
 ### Suspended portal
 

powerapps-docs/maker/portals/admin/set-up-power-bi-integration.md

@@ -32,7 +32,7 @@ Enabling Power BI visualization allows you to embed dashboards and reports on we
 
 3.	Select **Enable** in the confirmation message. While Power BI visualization is being enabled, the portal restarts and will be unavailable for a few minutes. A message appears when Power BI visualization is enabled.
 
-Customizers can use the [powerbi](../liquid/portals-entity-tags.md#powerbi) Liquid tag to embed Power BI dashboards and reports on web pages in a portal. While embedding the Power BI content, customizers can use [filter parameters](https://docs.microsoft.com/en-us/power-bi/service-url-filters) to create personalized views. More information: [powerbi Liquid tag](../liquid/portals-entity-tags.md#powerbi)
+Customizers can use the [powerbi](../liquid/portals-entity-tags.md#powerbi) Liquid tag to embed Power BI dashboards and reports on web pages in a portal. While embedding the Power BI content, customizers can use [filter parameters](https://docs.microsoft.com/power-bi/service-url-filters) to create personalized views. More information: [powerbi Liquid tag](../liquid/portals-entity-tags.md#powerbi)
 
 ### Disable Power BI visualization
 
@@ -49,7 +49,7 @@ Customizers can use the [powerbi](../liquid/portals-entity-tags.md#powerbi) Liqu
 
 Enabling the Power BI Embedded service allows you to embed dashboards and reports created in the new workspace of Power BI. The dashboards and reports are embedded on webpages in a portal by using the powerbi Liquid tag.
 
-**Prerequisites**: Before enabling the Power BI Embedded service, ensure that you have created your dashboards and reports in the new workspace in Power BI. After creating the workspace, provide admin access to the global administrator so the workspaces are displayed in the PowerApps Portals admin center. For more information on creating new workspaces and adding access to them, see [Create the new workspaces in Power BI](https://docs.microsoft.com/en-us/power-bi/service-create-the-new-workspaces).
+**Prerequisites**: Before enabling the Power BI Embedded service, ensure that you have created your dashboards and reports in the new workspace in Power BI. After creating the workspace, provide admin access to the global administrator so the workspaces are displayed in the PowerApps Portals admin center. For more information on creating new workspaces and adding access to them, see [Create the new workspaces in Power BI](https://docs.microsoft.com/power-bi/service-create-the-new-workspaces).
 
 **Power BI Embedded service limitations**: For information on limitations, see [Considerations and limitations](https://docs.microsoft.com/power-bi/developer/embed-service-principal#considerations-and-limitations).
 
@@ -146,7 +146,7 @@ After enabling the Power BI Embedded service integration, you must create a secu
 
 6. Select **Apply**.
 
-Customizers can now use the [powerbi](../liquid/portals-entity-tags.md#powerbi) Liquid tag to embed Power BI dashboards and reports from new Power BI workspaces on webpages in a portal. To use Power BI Embedded service, the authentication type must be specified as **powerbiembedded**. While embedding the Power BI content, customizers can use [filter parameters](https://docs.microsoft.com/en-us/power-bi/service-url-filters) to create personalized views. More information: [powerbi Liquid tag](../liquid/portals-entity-tags.md#powerbi).
+Customizers can now use the [powerbi](../liquid/portals-entity-tags.md#powerbi) Liquid tag to embed Power BI dashboards and reports from new Power BI workspaces on webpages in a portal. To use Power BI Embedded service, the authentication type must be specified as **powerbiembedded**. While embedding the Power BI content, customizers can use [filter parameters](https://docs.microsoft.com/power-bi/service-url-filters) to create personalized views. More information: [powerbi Liquid tag](../liquid/portals-entity-tags.md#powerbi).
 
 
 ### Manage the Power BI Embedded service

powerapps-docs/maker/portals/admin/update-portal-domain.md

@@ -1,6 +1,6 @@
 ---
-title: "Update from Dynamics 365 domain to PowerApps Portals domain | MicrosoftDocs"
-description: "Instructions to update from Dynamics 365 domain to PowerApps Portals domain."
+title: "Update from Dynamics 365 domain to PowerApps portals domain | MicrosoftDocs"
+description: "Instructions to update from Dynamics 365 domain to PowerApps portals domain."
 author: sbmjais
 manager: shujoshi
 ms.service: powerapps
@@ -11,13 +11,13 @@ ms.author: shjais
 ms.reviewer:
 ---
 
-# Update to PowerApps Portals domain
+# Update to PowerApps portals domain
 
-With the release of PowerApps Portals, you can now update your Dynamics 365 domain `microsoftcrmportals.com` to the PowerApps Portals domain `powerappsportals.com`.
+With the release of PowerApps portals, you can now update your Dynamics 365 domain `microsoftcrmportals.com` to the PowerApps portals domain `powerappsportals.com`.
 
 1. Open [PowerApps Portals admin center](admin-overview.md).
 
-2. Go to **Portal Actions** > **Update to PowerApps Portals domain**.
+2. Go to **Portal Actions** > **Update to PowerApps portal domain**.
 
     > [!div class=mx-imgBorder]
     > ![Update to PowerApps portal domain](../media/update-portal-domain-button.png "Update to PowerApps portal domain ")
@@ -27,7 +27,7 @@ With the release of PowerApps Portals, you can now update your Dynamics 365 doma
     > [!div class=mx-imgBorder]
     > ![Update to PowerApps portal domain](../media/update-portal-domain.png "Update to PowerApps portal domain ")
 
-If you are already using the PowerApps Portals domain and would like to revert to the old domain, you can use the **Update to PowerApps portal domain** action to revert to the old domain. In this case, the message is displayed as follows:
+If you are already using the PowerApps portals domain and would like to revert to the old domain, you can use the **Update to PowerApps portal domain** action to revert to the old domain. In this case, the message is displayed as follows:
 
 > [!div class=mx-imgBorder]
 > ![Revert to old domain](../media/revert-portal-domain.png "Revert to old domain ")

powerapps-docs/maker/portals/admin/view-portal-error-log.md

@@ -13,7 +13,7 @@ ms.reviewer:
 
 # View portal error logs
 
-As a portal administrator or developer, you can use PowerApps Portals to create a website for your customers. One common task for a developer is to debug issues while developing the portal. To help debug, you can access detailed error logs for any issues on your portal. There are multiple ways that you can get error logs for your portals.
+As a portal administrator or developer, you can use PowerApps portals to create a website for your customers. One common task for a developer is to debug issues while developing the portal. To help debug, you can access detailed error logs for any issues on your portal. There are multiple ways that you can get error logs for your portals.
 
 ## Custom error
 
@@ -65,7 +65,7 @@ You can enable custom errors on portals to display a professional-looking page i
 
 You can configure your portal to display a professional-looking custom error instead of a generic error.
 
-To define a custom error, use the content snippet `Portal Generic Error`. The content defined in this snippet is shown on the error page. This content snippet is not available out-of-the-box and you must create it. The content snippet **Type** can be **Text** or **HTML**. To create or edit the content snippet, see [Customize content by using content snippets](https://docs.microsoft.com/dynamics365/customer-engagement/portals/customize-content-snippets).
+To define a custom error, use the content snippet `Portal Generic Error`. The content defined in this snippet is shown on the error page. This content snippet is not available out-of-the-box and you must create it. The content snippet **Type** can be **Text** or **HTML**. To create or edit the content snippet, see [Customize content by using content snippets](../configure/customize-content-snippets.md).
 
 > [!NOTE]
 > If liquid code is written in the content snippet, it will be skipped and not rendered.