Table of Contents

Welcome
Release tracks
Track technology
Silent Track and Steady Track
Sync time
Silent Track and Steady Track versioning
How to find your track and version
INTREXXperience - Intrexx trial
First steps with INTREXXperience
First steps
Improvements
New features in Intrexx Silent version 2023
Changed features
General
Definitions
Replaced features
Deprecated features
Removed features
Changelogs
Application support
Intrexx without Supervisor
March 2023 - Versions and updates
Switch tracks and tracks
Updates available in March 2023
FAQs
Update to Intrexx Silent version 2023
Deploy Intrexx
How to operate Intrexx
Intrexx Components - Portal Server and Portal Manager
PaaS - Intrexx as a service
First steps with PaaS (Platform as a Service)
Docker - Intrexx as a container deployment
First steps with Intrexx as a container deployment
On-Premises – Installing Intrexx
Install Intrexx in local infrastructure
General
On-Premises - System requirements
Intrexx architecture
Activities outside of Intrexx
Define hostnames in DNS
Windows - Configure IIS (Internet Information Services)
Add IIS features
Install IIS Web Platform Installer
Install ARR and URL Rewrite Modules via Web Platform Installer
Manually install ARR and URL Rewrite modules
Configure ARR module / Activate reverse proxy
Add website in IIS
Use websites instead of virtual directories in IIS
Linux - Configure NGINX
Install NGINX
Configure NGINX
Certificates and encrypted connections in Intrexx
Scenarios for encrypted connections in Intrexx
Scenario 1 - Encrypted connection between the front-end web server and browser
Scenario 2 - Encrypted connection between the Intrexx portal server and front-end web server
Scenario 3 - Encrypted connection between the Intrexx portal server and browser
Scenario 4 - Encrypted connection between the Intrexx portal server and external systems (integrations)
Scenario 5 - Encrypted connection for Intrexx-internal communication via REST
Scenario 6 - Encrypted connection between the Intrexx portal server and database
Windows – Installing Intrexx
Install Intrexx via the graphical user interface
Install Intrexx via the command line
Linux – Installing Intrexx
Preparatory tasks
Install PostgreSQL on Linux
PostgreSQL installation
Ubuntu/Debian
Fedora/RedHat
SuSE
PostgreSQL configuration
postgresql.conf
pg_hba.conf
Install Intrexx via the graphical user interface
Install Intrexx via the terminal (headless)
Install Intrexx using a configuration file (headless)
Installing Intrexx and Intrexx services separately
Mac OS X - Install Intrexx
Installing Intrexx in the cloud
After the installation
Perform updates for Intrexx
Windows – Download and install updates
Downloading and installing updates via the graphical interface
Downloading and installing updates via the command line
Linux – Download and install updates
Downloading and installing updates via the graphical interface
Downloading and installing updates via the terminal
Uninstall Intrexx
Windows – Uninstalling Intrexx
Via the Windows Control Panel
About vbs script
Linux - Uninstalling Intrexx
Licensing
Upgrade older Intrexx versions
General
Upgrading from Intrexx Silent Track 21.03 to Intrexx Silent 2023
Upgrade from Intrexx 19.03 to Intrexx Silent 2023
After upgrading to Intrexx Silent Track - Set up the front-end web server (reverse proxy/load balancer)
Internet Information Service (Windows)
NGINX (Linux)
No front-end web server
Manual setup
Upgrade from Intrexx 18.03 to Intrexx Silent 2023
Get to know the Intrexx user interface
Getting started with Portal Manager
Connect to your portal
Connections display
Create and manage the portal list
Start module
Main menu
Module bar
Current portal connection
Status bar
More information
Main menu
Main menu in the Start module
File
View
Main menu in the Applications module
File
Edit
Apply view
Define tab order
New
View
Application
Main menu in the Processes module
File
Edit
View
Process
Main menu in the Users module
File
Edit
View
User
Main menu in the "Design" module
File
Edit
View
Layout
Main menu in the Integration module
File storage locations
Data transfer
FileWalker
Application API
Collaboration
Intrexx Share
Documents
Connector for Microsoft 365 and Teams
Consume data
JDBC data sources
Connector for SAP Business Suite
Connector for IBM Lotus Notes
Connector for Microsoft Exchange
Connector for OData
Connector for SAP Gateway
Connector for M-Files 2.0
Connector for dg hyparchive
Connector for Connector API
Web service
Provide data
Connector for OData
Web service
Operation
View
Main menu in the Tools module
File
Email service
System monitor
Export
Task scheduler
Intrexx Mobile App
View
Main menu "Portal"
Main menu "Extras"
Create and manage portals
Create a new portal
Multilingual portals
General
Language switch in the browser
Portal properties - Regional settings
Format
Date format
Time format
Number format - Integer fields
Number format - Number fields
Number format - Currency fields
Time zone
Languages
Global texts
Meta tags
Meanings of meta tags
Global language constants
Naming rules for language constants
Portal Manager language settings
Language adjustment
Find and translate element titles
Exporting and importing texts and language constants
Export texts
Global language constants - Export
Import
XML export format for language constants
Multilingual titles
Static titles
Title from constant
Language switch in modules
Portal menu
Layout
User settings
Applications
Language constants in applications
Options - Language constants
Multilingual element titles
Multilingual list entries
Multilingual data records
Multilingual data with doubled primary key
Multilingual emails
Email to one recipient
Email to distribution list
Language switches
Multilingual graphics
Velocity variables in language constants
Language switch with flags
Configure portal search
Settings in the Tools module
Search
Additional control for the portal-wide search in the "Design" module
Search syntax
Delete portal
Export portal
Import portal
Using Intrexx Demo Portal as a Portal Template
Linux - Create a portal
Root user - Create a portal with the terminal
Intrexx user - Create a portal with the graphical user interface
Intrexx user - Create a portal with the terminal
Linux - Delete portal
Set portal rights
Create applications
Creating applications – Main steps
Manage applications
Areas of the "Applications" module
Application structure
Application node
Data groups
System data groups
External data groups
Data fields
View pages
Edit pages
Pages in the application menu
Start page
Portlet pages
Elements
Favorites
Read and WriteContainer, API endpoints
Workspace
Script
Help lines
Grouping
Zoom
Hidden area
Hidden group
Search, Notifications, Problems, Description, Script
Search
Messages
Problems
Description
Script
History
Settings
Select application templates
Create an application with an integrated template
Empty application
Basic application
Create an application with a custom online template
Create custom online application templates
Create an application template with Intrexx
Create a repository for application templates
Create and configure a JSON file for application templates
Define the path to a JSON file for application templates
Create an application based on a custom online template
Making INTREXX application templates available locally
Record and integrate data
Data groups
Intrexx data groups
Properties - General
MS365 data group
System data group (system data group)
Properties - General
External data groups
Child data groups
Data fields
Control types / Data types
ReadContainer and WriteContainer
ReadContainer
Bindings
Properties
Filter criteria
WriteContainer
Bindings
Properties
Filter criteria / Binding
Binding
Fallback value / Binding
Parameters
Define parameters
Plugins
General
Intrexx Share
Calendar plugin
References
Create a reference
General
Data fields
Connect reference with element
Reference data field - properties
References to external data
References
Relationships
Select foreign key
Integrate external data
External data group
Connector for SAP Business Suite in applications
Connector for Microsoft Exchange in applications
Exchange applications
Exchange - Calendar
Exchange - Contacts
Exchange - Notes
Exchange email
Exchange - Resource
Exchange - Tasks
Exchange - Settings
Creating Exchange applications
Exchange application elements
More information
Connector for OData – Integration in applications
Create external data group
Search tables / views
Data types
References
1:1 relationships
1:n relationships
m:n relationships
Files
Binary data fields
Media Link Entries
Viewing/downloading files from Media Link Entries
Uploading files as Media Link Entries
Files with Intrexx OData provider services
OData Function Imports
More information
Connector for SAP Gateway – Integration in applications
Create external data group
Files
Binary data fields
More information
Connector for dg hyparchive in applications
Application development
Data groups
File fields
Stamp fields
Assignment of Intrexx fields
Assign user-defined values
Assign drop-down lists
View and edit pages
Authentication
dg hyparchive data group handler
Regional settings
Support of SAP documents
Expert settings
dg hyparchive in portal applications
Authentication
File operations in view tables
File operations on view pages
File operations on edit pages
File operations in drop-down lists
Updating stamp data
Search in hyparchive documents
Search options
Intrexx search
Full text search
Full-text search in Intrexx managed documents
Full-text search in files that are not managed by Intrexx
Stamp search
More information
Connector for Connector API – Integration in applications
Create external data group
Next steps
Create pages
Page wizard
Form wizard
Short links
Tab menu
Insert elements on pages
Button
Button – Actions
Button – Link destination
Button – Landing page options
Button – WriteContainer
Static text
Edit field
View field
Dynamic View
Text area / View text area
Option field
Checkbox / View checkbox
Slider
Line
Grouping
Drop-down list / Listbox
Multiple selection
Multiple selection 2.0
Sortable list / View sortable list
View table
Free layout table
Calendar and resource
Tree / View tree
Exchange tree
Path navigation for tree
Filter information
Filter - Value range
Filter - Values selection list/Values listbox
Filter - Boolean values
Filter - Operator
Filters - Alpha index
Filter - Radio button
Filter - Checkbox selection
Filter - Calendar filter
Image
Gauges
Chart
Gallery
File selection/File selection view
Exchange file selection for attachments
File sorting
Search
Research
FileWalker
Navigation
Path navigation for tree
Static text for programming
VTL Include
Calculations
Intrexx Share comments
Tagging Bookmarks
Sortable grouping
Grids
Display data
Define menu structure
Publish applications
Application properties
Further features
Making applications responsive
Making applications accessible
Image scaling with ImageMagick
Generate documents
Enter text editor as external program
Document engine - Settings in the portal properties
LibreOffice options
iText options
Templates - Settings in the portal properties
Configure document engine in applications
View page properties - Documents
Document template
Placeholder assignment
Configure a button
Edit template
Document action in processes
Use buttons to configure sending emails
Filter
Dependencies
Formulas and calculations in applications
General
Intrexx Formulae
Operators
Arithmetical
Addition
Subtraction
Multiplication
Division
Comparison
Less than
Greater than
Less than or equal
Greater than or equal
Equal to
Not equal to
Logical
Logical AND connection
Logical OR connection
Negation
Values
Value from current record
Value from control
Value from control (string)
Value from calculation
Value from data field
Value from data field (string)
Child data records
Sum of child records
Minimum of child records
Maximum of child records
Number of child records
Average value of child records
Value from table
Value from current row
Value from control
Value from control (string)
Value from calculation
Value from data field
Value from data field (string)
Child data records
Sum of child records
Minimum of child records
Maximum of child records
Number of child records
Average value of child records
Value from total calculation
Value from calculation
System value
Session value
Session value (string)
Value from processing context
Value from processing context (string)
Request value
Value from system data group
Value from system data group (string)
null
true
false
Functions
Error handling
Return of 0 in the case of error
Return of 1 in the case of error
Return custom value in the case of error
Rounding functions
roundLong
roundLongHalfAwayFromZero
roundLongHalfEven
roundLongHalfUp
roundLongHalfDown
round
roundHalfAwayFromZero
roundHalfEven
roundHalfUp
roundHalfDown
Case differentiation
Case
Case not
Boolean expressions
Equal to
Equal to (ignore case)
Starts with
Starts with (ignore case)
Ends with
Ends with (ignore case)
Contains
Contains (ignore case)
Test for empty string
Test for empty string or null value
Test for null value
Mathematical
Absolute value
Table functions
Aggregate functions for column values
Maximum value
Minimum value
Number
Average value
Column values of records (current view)
Sum
Subtotal from control
Sum from calculation
Sum from data field
Child data records
Sum of the sums of child records
Sum of minima of child records
Sum of maxima of child records
Sum of number of child records
Sum of average values of child records
Maximum
Maximum from control
Maximum from calculation
Maximum from data field
Child data records
Minimum of the sums of child records
Maximum of minima of child records
Maximum of maxima of child records
Maximum of number of child records
Maximum of average values of child records
Minimum
Minimum from control
Minimum from calculation
Minimum from data field
Child data records
Minimum of the sums of child records
Minimum of minima of child records
Minimum of maxima of child records
Minimum of number of child records
Minimum of average values of child records
Number
Number from control
Number from calculation
Number from data field
Child data records
Number of the sums of child records
Number of minima of child records
Number of maxima of child records
Number of maxima of child records
Number of average values of child records
Average value
Average value from control
Average value from calculation
Average value from data field
Child data records
Average value of the sums of child records
Average value of minima of child records
Average value of maxima of child records
Average value of number of child records
Average value of average values of child records
Column values of records (subtotal)
Sum
Subtotal from control
Sum from calculation
Sum from data field
Child data records
Sum of the sums of child records
Sum of minima of child records
Sum of maxima of child records
Sum of number of child records
Sum of average values of child records
Maximum
Maximum from control
Maximum from calculation
Maximum from data field
Child data records
Minimum of the sums of child records
Maximum of minima of child records
Maximum of maxima of child records
Maximum of number of child records
Maximum of average values of child records
Minimum
Minimum from control
Minimum from calculation
Minimum from data field
Child data records
Minimum of the sums of child records
Minimum of minima of child records
Minimum of maxima of child records
Minimum of number of child records
Minimum of average values of child records
Number
Number from control
Number from calculation
Number from data field
Child data records
Number of the sums of child records
Number of minima of child records
Number of maxima of child records
Number of maxima of child records
Number of average values of child records
Average value
Average value from control
Average value from calculation
Average value from data field
Child data records
Average value of the sums of child records
Average value of minima of child records
Average value of maxima of child records
Average value of number of child records
Average value of average values of child records
Column values of all records
Sum
Subtotal from control
Sum from calculation
Sum from data field
Child data records
Sum of the sums of child records
Sum of minima of child records
Sum of maxima of child records
Sum of number of child records
Sum of average values of child records
Maximum
Maximum from control
Maximum from calculation
Maximum from data field
Child data records
Minimum of the sums of child records
Maximum of minima of child records
Maximum of maxima of child records
Maximum of number of child records
Maximum of average values of child records
Minimum
Minimum from control
Minimum from calculation
Minimum from data field
Child data records
Minimum of the sums of child records
Minimum of minima of child records
Minimum of maxima of child records
Minimum of number of child records
Minimum of average values of child records
Number
Number from control
Number from calculation
Number from data field
Child data records
Number of the sums of child records
Number of minima of child records
Number of maxima of child records
Number of maxima of child records
Number of average values of child records
Average value
Average value from control
Average value from calculation
Average value from data field
Child data records
Average value of the sums of child records
Average value of minima of child records
Average value of maxima of child records
Average value of number of child records
Average value of average values of child records
Date functions
Functions for single date values
Day of year
Day of month
Day of week
Week of year (week starts on Monday)
Week of year (week starts on Sunday)
Year
Month
Hour
Minute
Second
Millisecond
Difference between two date values
Difference in days
Difference in hours
Difference in minutes
Difference in seconds
Difference in milliseconds
Date expressions
Date from current record
Date from control
Date from data field
Date from table
Date from current row
Date from control
Date from data field
Date from system value
Date from session value
Date from processing context
Date from request value
Date from system data group
Date from string value
Current date
Current date from request
Calendar plugin
Date picker calendar in connection with edit fields
Create a date picker calendar
"Calendar" action button
Date picker calendar in the browser
Calendar settings
Layout
Calendar element
Day view
Next 4 days
Week
Working week
Month
Appointment overview
Year view / Month view
Resource
Plugins
More information
Start Microsoft Teams from application
Search configuration
System applications
General
User
Telephone list
Organigram
Manage
Security guidelines
Application permissions
User permissions
Group members
Personal calendar
Statistics
Overview
Annual report
Data transfer
Global search
Application design: Style guide
Introduction
Design fundamentals
General principles of design
Presentation of information / Page design
Application structure
Application menu structure
Overview page
Possible structure of an overview page (A1)
Possible design of an overview page
Application page with a free layout table (A1)
Application page with a view table
View data record (View page A1)
View data record (Embedded tooltip A2)
Edit data record
View and edit data record – strict separation
Summary of the overview page (A1)
Possible structure
Application page with a free layout table
Application page with a view table
Details page
Possible structure of a details page (A2)
Possible design of a details page (A2, General information)
Summary of the details page (A2)
Possible structure
Possible design of the details page
Page design: Edit and view pages
Edit pages
Open edit pages in a tooltip
Edit pages as a multi-page wizard (E1 – E2)
Open edit pages in the main window
View pages
Summary of page design
Open edit pages in a tooltip (E2)
Edit pages as a multi-page wizard (E1-E2)
Open edit pages in the main window
View pages
Form design
Minimizing vertical lines
Incorrect
Correct
Positioning labels
Labels above edit fields
Mandatory fields
Grouping elements
Drop-down list
Checkboxes
Form navigation
Text links
Buttons
"Add data" button
Buttons within a form
More information
Use application templates and solutions
Import an online application template
General
Roles and permissions for application templates
Add a language to an application template
Delete sample data in application templates
Advent calendar
Use the Advent calendar as a portal user
Manage Advent calendar
Task scheduler