How to setup a portal?

Modified on Thu, 25 Apr 2013 at 04:00 PM

This document outlines the process of creation of the portal within Infoborders.

NOTE: Before setting up a portal ensure that the domain planned to be used is setup and appropriate SSL certificate has been installed on the server.

Login to the site as a super admin user. You should have the ability to view and access Super Admin menu. Super Admin menu actions are not portal specific and it does not matter which portal is used to login.
Under the "Super Admin" menu select Portals -> Portals.
A list of all portals defined for your site will be displayed.
To create a new portal click on the "+" icon found on the bottom right corner of the portal table.
A new Edit Portal screen will be displayed. Use this page to enter the relevant information for the new portal. Once all the information has been entered click on the "Save and Exit" button found on the bottom left portion of the page. Please note that you can also save intermediate information by clicking the "Save" button. The portal will not be functional until all appropriate information has been entered and saved.

The following section describes the various field found on the page, their meaning and usage. Fields with the asteriks identify mandatory fields.

Template	The template drop-down contains a list of existing portals. Selecting an existing template will copy existing permission to various pages and sections of the portal. If a template is not selected the portal will be created without specific permissions assigned to the various pages. This would require the administrator to manually assign the required permissions. This process is time consuming error prone. We recommend always using a template when creating a portal unless specific portal permissions are required that cannot be satisfied by existing templates.
Name *	This is the name of the portal. It has no effect on how the portal is displayed, but allows administrators in finding the appropriate portal. It is recommended to make this field descriptive. This is a mandatory field.
Domain *	Specify the domain name that will be used to access this portal. For example: mydomail.infoborders.com
Theme	Infoborders supports multiple themes per site. This field identified which of the existing fields will be used in the given portal.
Chart	Depending on the install Infoborders may support multiple charting components on dashboard and reports. This drop-dow menu identifies the supported charting components installed and allows to specify the charting component that will be used with the given portal.
Company	Company field is used to identify the hub company that will be used for the portal. This field is required for Trading Partner Community portals, where the company usually identified the customer with the supplies created a trading partners. This field is normally used with "Use community management security" option described bellow. To specify a company start by typing the name of the company, if the company exists it will appear in the list, select the company and this list.
Admin Role	The Admin role is specified when "Use community management security" option is selected. This role contains the permissions for the portal administrators.
Use Role	The Use role is specified when "Use community management security" option is selected. This role contains the permissions for the portal users (spokes).
Chart Theme	Together with Chart field "Chart Theme" identifies how the charts will be displayed on the portal. The drop-down list contains the themes already setup on the portal. To create new themes you will need to contact product development team.
Use marketing pages	If your theme supports marketing page this options will allow you to display marketing type of pages prior to the user login to the portal. Most themes do not support this options and it should be left unchecked unless specifically requested by the theme developer.
Use community management security	This option relies on the simplified security model. This means that only two groups (roles) of users are supported - portal administrator and portal users. This options requires a Company to be specified and both Admin Role and User Role fields should contain the appropriate security roles. In most cases the User Roles will include users linked to trading partners of the Company. All trading partners will contain equal permissions (User Role) with the Company users assigned the Admin Role.
Allow administrators write data	Certain features of the portal required the write permissions in addition to the read permissions, For example, to delete documents from the document page the user will need the write permissions. Also creating a new document will required the write permissions. This options control what permission will the administrators have.
Allow users write data	Certain features of the portal required the write permissions in addition to the read permissions, For example, to delete documents from the document page the user will need the write permissions. Also creating a new document will required the write permissions.This options control what permission will the users (not admin) have.
File upload VAN ID *	Originally used to isolate traffic coming from different EDI VANs this options is used to isolate traffic based by the value specified in this field. Originally, if there was a possibility of data identified colliding - example data from different partners on different VANs having the same sender/receiver id, the VAN ID can be used to ensure that data from different trading partners is handled properly. Today this field can be also used for separating test and production data, etc. When the data is loaded into Infoborders the DPS process responsible for the load specifies the VAN ID that will be associated with the specific load. The source of data is the most common way to separate the data. This field cannot be blank, by default the NONE value is used. NONE is the default VAN id used by DPS when loading data into Infoborders. Note: DPS stands for Data Processing Server, a service that loaded EDI data into Infoborders.
Portal Type	This drop-down field describes how the portal will be used. The most common portal types are: Trading Partner Management and Business Intelligence (Visibility)
Override page title	The value of this field will overwrite the title name that is viewed on the web client.
Home page url	When the user logs into the portal the url specified in this field will be used. This allows to specify a specific page to open after the user has logged into the portal.
Footer copyright	This fields will overwrite the default © 2012 - 2013 Infoborders All Rights Reserved. value at the bottom of the page.
Header title
Logo url	Specify the logo to be used on the portal. The logo normally is displayed on the top left corner of the page. The size conversion take place the original image size is used. This field accepts a url.
Home page greeting	Rich text that will be displayed on the default home page.