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

• Details of the search server

Once you have gone through all the dialogs, you will reach the "Summary" dialog. You can change the information you have entered there if necessary.

Start the portal creation process

A portal can only be created directly on the Intrexx server. There are several options available to you.

	You can create a portal via the Intrexx Portal Builder You can find this in the Intrexx program group (Windows).
	You can create a portal directly after installing Intrexx. To do this, activate the "Create portal" checkbox.
	You can create a portal in the Portal Manager in the "Start" module via the "File" > "New portal..." menu item create. Or press Ctrl+N. Please note that this function is only available in the Integrated Portal Manager.
	You can also create a portal from the command line. The file buildportal.bat is available for this purpose. It can be found at the following location: <intrexx installation directory>\bin\windows

General settings

Once you have started creating the portal, the "General settings" dialog appears.

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 define the URL in the front-end web server. (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

After you have clicked on "Next", you will be taken to the "Portal template" dialog.
Here you can choose between "Standard", "Online" and "Custom".

Standard

Online

Local

Portal template - Default

Select "Standard" to create an empty portal without sample data.

Portal template - Online

Here you can select portal templates that are made available online by Intrexx. If you select one of the online templates, it will be downloaded from Intrexx GmbH 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 the "Also show templates for older versions" checkbox, online templates from earlier Intrexx versions will also be offered for selection.

Portal template - Custom

This option allows you to use an exported portal as a portal template. The previously exported portal is imported.

You can search for portal export files using the Browse button.

Detailed information on importing portals can be found in the Import portal section.

Database server

After you have clicked on "Next", you will be taken to the "Database server" dialog.

Select the database server for your new portal.

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.
After you have clicked on "Next", you will be taken to the "PostgreSQL - Connection data" dialog.

PostgreSQL connection data

Database name

The name of the database can be edited here.

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 initially select "no SSL" during portal creation and set up an encrypted connection to the database server later if required.
If you set up an encrypted connection and select the value "SSL with certificate validation", you must store the certificate in the appropriate 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.

Login

Enter the username of the database user.

Password

Enter the password of the database user.

Connection database

If you do not want to create a new database, you can select an existing database here.

CockroachDB mode

If you are using CockroachDB, you can activate CockroachDB mode here.

After you have clicked on "Next", you will be taken to the "PostgreSQL - Database details" dialog.

PostgreSQL database settings

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.

After you have clicked on "Next", you will be taken to the "Frontend 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.

Detailed information on the use of front-end web servers can be found in section Using a reverse proxy.

Internet Information Services (IIS)

Intrexx provides a graphical user interface for configuring Internet Information Services.

Use the IIS if you are working in a Windows environment.

Detailed information on the Internet Information Service (IIS) can be found in section Windows - Setting up IIS (Internet Information Service).

Please note that you must make an entry in your DNS server (A or AAAA record) when using a front-end web server. Detailed information on this can be found in the section Storing host names in the DNS.

NGINX

Intrexx provides a graphical user interface for configuring NGINX.

Use the NGINX if you are working in a Linux environment.

Detailed information on NGINX can be found in section Setting up Linux -NGINX.

Please note that you must make an entry in your DNS server (A or AAAA record) when using a front-end web server. Detailed information on this can be found in the section Storing host names in the DNS.

No front-end web server

Select this option to configure a portal without a webend front server (reverse proxy).

Please note that this option is only intended for test and development portals.
Detailed information on this option can be found in section No front-end web server.

Manual setup

You have the ability to manually configure communications between embedded Tomcat and the browser. This means that you do not need the dialog-based setup that is available for the "Internet Information Service (IIS)", "NGINX" and "No front-end web server" types.

Further technical specifications for the manual setup can be found in the following files. This are included with Intrexx.

• <portal directory>\tomcat\conf\server-https-default.xml

• <portal directory>\tomcat\conf\server-http-default.xml

• <portal directory>\external\htmlroot\WEB-INF\web.xml

• <intrexx installation directory>\samples\web-tls-configuration\nginx\portal-internet.conf

• <intrexx installation directory>\samples\web-tls-configuration\nginx\portal-remote.conf

• <intrexx installation directory>\samples\web-tls-configuration\nginx\portal-intranet.conf

Please contact Intrexx Support Center if you require further information.

This guide will use Internet Information Services (IIS) as an example of a front-end web server.
After you have clicked on "Next", you will be taken to the "Frontend web server: Internet Information Service (IIS)" dialog.

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

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 the previous version of Intrexx will be shown here. You can leave this port as it is.

Note For a new installation, a free port, e.g. 1337, is preset here.

Base URL of the portal

The basic URL of the portal is displayed here.
By default, the displayed base URL is derived from the website binding information in the Internet Information Service (IIS). These are the details for "Type" and "Hostname". (See section Add website in IIS)

The base URL displayed here is transferred to the "Base URL" field in the portal properties under "General" after the portal has been created.

Solr search server

Each portal has a search function. This is technically realized via "Solr", Apache's search server.

In this dialog, you determine whether you want to apply the default Solr settings or a custom configuration.

Intrexx version 12.0.0

Default settings for Solr installed by 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 user and password are used for authentication on the Solr search server.

If you only use one instance of the Solr search server, i.e. you do not use SolrCloud, you can usually select the default setting.

Custom Solr configuration

Select this option if you want to make individual settings for the Solr search server. This applies in particular if you want to make changes to the authentication on the Solr search server.

Detailed information on the individual Solr configuration can be found in section Custom Solr configuration.

Intrexx version 12.0.1

As of Intrexx 12.0.1, you have the option of using 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 Elastiksearch are not included in the scope of delivery. A separate installation with the Docker image of OpenSearch or Elastiksearch is recommended.

Further information on this can be found in the following sections:

• OpenSearch / Elasticsearch

• Search - Settings in the "Tools" module

Click on "Next".

Summary

In this dialog, you can change the information you have entered again. Click on the blue colored headings.

General properties

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.

Advanced settings

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

Portal template

Opens a dialog in which the portal template and the default portal language can be changed.

After you have clicked on Portal template, the "Portal template" dialog box is displayed.

Click on "Next".

The "Language" dialog box is displayed.

Here you can change the default language of the portal.

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.

After you have clicked on "Start", you will be taken to the "Create portal" dialog.

Creating portal

Show messages

Click on "Show messages" to switch to a page on which messages for portal creation are listed.

Show tasks

Goes back to the original view.

After you have clicked on "Finish", you will be taken to the "Success" dialog.

Success

Show portal in browser

Opens the portal you just created in the browser.

The portal could look like this, for example: