Intrexx Users - Create a Portal from Portal Manager

Requirement

To create a portal, you must first have a database installed.

The following instructions assume that you are using PostgreSQL.

When you create a portal, you'll be guided through a series of dialog boxes. There, you will be prompted to enter the relevant information and make selections. These essentially include the following points:

• Portal Name

• Selecting a Portal Template

• Selecting the Database

• Selecting the Front-End Web Server

Start Creating a Portal

Intrexx offers several options for creating a new portal.

	You can create a portal using the Intrexx Portal Builder. (The screenshot shows the favorites bar in Ubuntu.)
	You can create a portal immediately after installing Intrexx. To do this, select the "Create Portal" checkbox.
	You can create a portal in the Portal Manager in the "Start" module by selecting "File" > "New Portal..." from the menu. Create. Or press Ctrl+N.

General Settings

After you start creating the portal, the "General Settings" dialog box will appear.

Portal Name

Enter a unique name for the portal 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 configure the URL on the front-end web server. (See " Add a Website in IIS" for more information .)

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

After you click "Next," the "Portal Template" dialog box will appear.
Here you can choose between "Standard," "Online," and "Custom."

Standard

This template creates an empty default portal without sample data.

Online

Here you can select portal templates provided online by Intrexx. When you select one of the online templates, it will be downloaded from Intrexx GmbH and used to set up 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 select the "Also show templates for older versions" checkbox, online templates from earlier versions of Intrexx will also be available for selection.

Own

This option allows you to import previously exported portals. Select the desired portal export by clicking " " and then " Browse."

Starting with Intrexx 12.2.0

If you want to import a compressed portal export file (ZIP, tar, or tar.gz), click on Import Portal Export File (ZIP, tar, tar.gz).

If you want to import an unpacked portal export, click on " " > "Import Portal Export Directory (Unpacked)."

Then select the export file or export directory. The portal will then be displayed at the bottom of the dialog box.

For more information on importing portals, see here: Import a Portal.

Database server

After you click "Next," the "Database Server" dialog box will appear.

Database server

Select the database server for your new portal.

The following dialog boxes, which are used to establish a connection to the database server, vary depending on the type of database.
In the following steps of this guide, PostgreSQL is chosen as an example of a database server.
After you click "Next," the "PostgreSQL - Connection Details" dialog box will appear.

PostgreSQL - Connection Information

Database server

Enter the name or IP address of the database server here.

Port number

Enter the database's communication port here.

SSL

Select here whether the connection to the database server should be unencrypted or encrypted.
During portal setup, you can initially select "No SSL" and, if necessary, set up an encrypted connection to the database server later.
If you set up an encrypted connection and select "SSL with certificate validation," you must store the certificate in the appropriate location 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.

Login

Enter the name of the database user here.

Password

Enter the database user's password here.

After you click "Next," the "PostgreSQL - Database Information" dialog box will appear.

PostgreSQL - Database Information

New database

This option creates a new database.

Use an existing empty database

This option uses an existing database.

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.

After you click "Next," you will be taken to the "Frontend Web Server (Reverse Proxy / Load Balancer)" dialog box.

Front-end Web Server (Reverse Proxy / Load Balancer)

In this dialog, you specify which front-end web server (reverse proxy) to use for communication between the Intrexx Portal Server and the browser.

NGINX

Intrexx provides a graphical user interface for configuring NGINX.

Use NGINX if you are working in a Linux environment.

For detailed information about NGINX, see the " Linux - Setting Up NGINX" section.

Please note that when using a front-end web server, you must create an entry in your DNS server (A or AAAA record). For detailed information on this topic, see the section " Configuring Host Names in DNS."

No front-end web server

Select this option to configure a portal without a web front-end server (reverse proxy).

Please note that this option can only be recommended for test and development portals.

For detailed information about this option, see the section titled " No Front-End Web Server."

Manual Setup

You have the ability to manually configure communications between embedded Tomcat and the browser. By doing so, you are opting out of the wizard-based setup that is available for the "Internet Information Service (IIS)," "NGINX," and "No Front-End Web Server" options.

In the following steps of this guide, NGINX is chosen as an example of a front-end web server.
After you click "Next," the "NGINX" dialog box will appear.

Front-end Web Server: NGINX

NGINX Virtual Host

"NGINX Virtual Host" refers to the embedded Tomcat. NGINX establishes a connection to the Intrexx portal service via the virtual host. Usually, you should enter "localhost" here. (An exception may apply if NGINX is installed on a different server than Intrexx. In this case, the Intrexx server should be specified here.)

NGINX Configuration File

You can generate the NGINX configuration file using Intrexx.

Enter the path to the directory that the NGINX configuration file should be generated in.

Example

/myfolder/portal.example.com.conf

Next, copy the NGINX configuration file to the desired location under /etc/nginx.

Example

/etc/nginx/sites-available/portal.example.com.conf

Embedded Tomcat Port

This displays the port you used in the previous version of Intrexx. You can leave this port as is.

Note: For a new installation, a free port—such as 1337—is preset here.

Base URL of the portal

The base URL must be specified here.
The first part consists of the minutes. Please note that "https" is specified here. The second part consists of specifying the hostname that you have defined in the NGINX configuration file. Note that a trailing slash (/) is included. It is essential that you enter the correct information so that your portal can be accessed in the browser.

After you click "Next," the "Solr Search Server" dialog box will appear.

Solr Search Server

Every portal has a search function. This is technically implemented using "Solr," Apache's search server.

In this dialog box, you can choose whether to use the default Solr settings or to configure the system to your own specifications.

Intrexx Version 12.0.0

Default settings for Solr installed via Setup

By default, the Solr search server is installed in standalone mode. The Solr search server is installed on the same server as the Intrexx Portal Server. The default username and password are used for authentication on the Solr search server.

If you are using only one instance of the Solr search server—that is, if you are not using SolrCloud—you can usually select the default setting.

Custom Solr Configuration

Select this option if you want to configure custom settings for the Solr search server. This is especially true if you want to make changes to the authentication settings on the Solr search server.

For detailed information on custom Solr configuration, see the " Custom Solr Configuration" section.

Intrexx Version 12.0.1

Starting with Intrexx 12.0.1, you can use OpenSearch or Elasticsearch as a "preview feature" for the portal search.

OpenSearch/ElasticSearch

You have the option of using OpenSearch or Elasticsearch for the portal search.

OpenSearch and Elasticsearch are not included in the scope of delivery. We recommend setting up your own installation using the OpenSearch or Elasticsearch Docker image.

For more information on this topic, see the following sections:

• OpenSearch / Elasticsearch

• Search - Settings in the "Tools" module

Summary

General Information

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

Web server

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

Portal template

Opens a dialog where the portal template can be changed.

Database

Opens a dialog where the database can be changed.

Advanced Settings

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

Create a Portal

Daemon User

While Intrexx is creating the portal, you will be prompted to enter the password for the daemon user.

The daemon user is the user you created or selected when installing Intrexx. This is not an Intrexx user, but a Linux user. If necessary, you may need to ask your Intrexx administrator for the password for the daemon user.

You must enter a password because Linux and Intrexx services must be stopped and restarted when creating a portal.

See also the section on

After you click "Finish," the "Success" dialog box will appear.

Success

 

After you click "Finish," you will be taken to the Portal Manager.

You can now open the portal in your browser.