Create a new portal

When creating a new portal, a wizard will lead you through numerous dialogs. In each dialog, you will be asked to define settings and make decisions. These primarily concern the following points:

  • Portal name

  • Portal template selection

  • Database selection

  • Front-end web server selection

Start the portal creation process

Intrexx provides you with different ways to start the portal creation process.

>ou can create a portal via the Intrexx Portal Builder You can create a portal directly after installing Intrexx.


You can create a portal directly after installing Intrexx. Activate the checkbox "Create portal" to do this.

You can create a portal in the "Start" module in the Portal Manager. You must be connected to an Intrexx portal server to do this.

Click on the "New portal" link.

Click on the "Click here to create a new portal" link. This link is only available if there are no other portals on the portal server.

Click on "File -> New portal...". Or press Ctrl+N.

General settings

Once you have started the portal creation process, you will be in the "General settings" dialog.

Variable

Possible values: see description

Portal name

Provide the portal with a unique name here.
When you create a portal, Intrexx uses the name entered here for the portal directory on the portal server. Portal-specific files are stored in the portal directory.
The portal name does not correspond to the URL used to access the portal in the browser. You define the URL in the front-end web server. (For more information, see Add website in IIS

Portal directory

All of the portal's files can be found in the portal directory on the Intrexx portal server. When you enter a portal name, the name for the subdirectory is automatically formed from the portal name.

Portal log directory

The directory where the portal log files are stored is stated here. The same applies here: When you enter a portal name, the name for the subdirectory is automatically formed from the portal name.

Portal template

Click on "Next" to go to the "Portal template" dialog.
You can choose between "Predefined", "Online" and "Local".

Predefined

Online

Local

Variable

Possible values: see description

Predefined

Select the default template here, this will create an empty portal without example data.

Online

You can select a portal template provided by United Planet. If you choose an online template, it is downloaded from United Planet and used to create the portal.
The online Intrexx templates and the applications, processes and layouts they contain can be used as a basis for your portal. Please note, however, that the templates contain preconfigured processes and design elements that you will need to adjust.
If you activate "Display templates for older versions as well", you can choose a template from an older version of Intrexx.

Local

This option allows you to use an exported portal as a portal template.

You can search for the portal export file

by clicking on the Browse button.

Database server

Click on "Next" to go to the "Database server" dialog.

Select the database server for your new portal.

Please note: You need to manually download and install the database drivers from the developer for the database servers IBM DB2 and Oracle.

The subsequent dialogs where the connection to the database server is configured varies from database to database.
In this guide, PostgreSQL will be used as an example.
Select "PostgreSQL" and click on "Next" to go to the "PostgreSQL connection data" dialog.

PostgreSQL connection data

Variable

Description

Database server

Enter the name or IP address of the database server.

Port number

Enter the communication port for the database.

SSL

Define whether the connection to the database server should be encrypted or not.
You can select "no SSL" while creating the portal and then configure an encrypted connection to the database server later as needed.
If you configure an encrypted connection and select "SSL with certificate validation", you need to add the certificate to the corresponding place on the database server before creating the portal.
Once the portal has been created, you need to add the certificate to the Intrexx portal server for the encrypted connection to the database to work correctly.

Log in

Enter the username of the database user.

Password

Enter the password of the database user.

Click on "Next" to go to the "PostgreSQL database settings" dialog.

PostgreSQL database settings

Variable

Possible values: see description

New database

A new database is created with this option.

Use existing empty database

An existing database is used with this option.

Database name

The name of the database can be edited here.

Encoding

Select the encoding (character set) for the new database here. The preset (UNICODE - UTF 8) can be kept in most cases.

Click on "Next" to go to the "Front-end web server (reverse proxy / load balancer)" dialog.

Front-end web server (reverse proxy / load balancer)

In this dialog, you can define which front-end web server (reverse proxy) should be used for communications between the Intrexx portal server and the browser.

Variable

Possible values: see description

Internet Information Services (IIS)

Intrexx provides a graphical user interface for configuring Internet Information Services.
Use IIS if you are working in a Windows environment.
More information about using Internet Information Services is available in the chapter Windows - Configure IIS .
Please note that to use a front-end web server, you need to add a corresponding entry in your DNS server (A or AAAA record). More information about this is available in the chapter Define hostnames in DNS.

NGINX

Intrexx provides a graphical user interface for configuring NGINX. Use NGINX if you are working in a Linux environment.
More information about using NGINX is available in the chapter Linux - Configure NGINX.
Please note that to use a front-end web server, you need to add a corresponding entry in your DNS server (A or AAAA record). More information about this is available in the chapter Define hostnames in DNS.

No front-end web server

Select this option if you do not want to configure a front-end web server (reverse proxy) for your portal.
Please note that this option can only be recommended for test and development portals.
More information about this option is available in the chapter No front-end web server.

Manual setup

You have the ability to manually configure communications between embedded Tomcat and the browser. In doing so, you forgo the dialog-supported configuration that is available for the "Internet Information Services (IIS)", "NGINX" and "No front-end web server" options.

This guide will use Internet Information Services (IIS) as an example of a front-end web server.
Click on "Next" to go to the "Front-end web server: Internet Information Services (IIS)" dialog.

Front-end web server: Internet Information Services (IIS)

Variable

Description

IIS website

Select the website that you added to IIS for your portal earlier. Do not use the "Default Web Site" from IIS.

Embedded Tomcat Port

The port that you used in Intrexx 18.03 will be shown here. You can leave this port as it is.

Please note:The port 1337 is predefined for a new installation.

Base URL

The base URL needs to be entered here.
By default, the displayed base URL is derived from the website binding information in the Internet Information Service (IIS). These are the "Type" and "Hostname" specifications. (Please refer to the section Add website in  IIS.)
Please make sure that this ends with a slash (/). It is essential that this is correct so that your portal can be accessed in the browser.

Click on "Next" to go to the "Summary" dialog.

Summary

Variable

Possible values: see description

General properties

Opens a dialog where the portal name and directory can be modified.

Web server

Opens a dialog where the web server settings can be modified.

Portal template

Opens a dialog where the portal template can be modified.

Database

Opens a dialog where a different database can be selected.

Advanced settings

Opens a dialog where the ports, search engine and other settings can be modified.

Click on "Start" to start the portal creation and open the "Creating portal" dialog.

Creating portal

Variable

Possible values: see description

Show messages

Click here to view the list of messages about the portal creation.

Show tasks

Goes back to the original view.

Click on "Finish" to go to the "Success" dialog.

Success

Variable

Possible values: see description

Show portal in browser

Opens the portal you just created in the browser.

Manage portal

Once the portal has been created, you immediately have the ability to open your portal. By clicking on this link, you will automatically be logged in to the portal as the Administrator user.

When you click on "Finish", you will be returned to the Portal Manager.
The new portal will now appear in the navigation area in the Start module.

You can now open the portal in the browser. (cf. Open portal)
The portal could look like this, for example: