Create a New Portal

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

• Search Server Information

After you have gone through all the dialog boxes, you will be taken to the "Summary" dialog box. There, you can change the information you provided if necessary.

Start Creating a Portal

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

	You can create a portal using the Intrexx Portal Builder. You can find it in the Intrexx program group (Windows).
	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. Please note that this feature is only available in the Integrated Portal Manager.
	You can also create a portal using the command line. The buildportal.bat file is available for this purpose. You can find this at the following location: <intrexx-installation-directory>\bin\windows

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 creating the portal, Intrexx uses the name entered here for the portal directory on the Intrexx portal server. Portal-specific files are stored in the portal directory.
The portal name does not match the URL you use to access the portal in your browser. You configure the URL on the front-end web server. (See " Add a Website in IIS" for more information .)

Portal Directory

You can find all of a portal's files on the Intrexx Portal Server in the portal directory. When you enter the portal name, the name of the subdirectory is automatically generated from the portal name.

Portal Log Directory

This is where you specify the directory in which all of the portal logog files are stored. Here, too, when you enter the portal name, the name of the subdirectory is generated automatically.

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 create the portal.
You can use Intrexx's online templates—and the applications, processes, and layouts they contain—as the basis for your portal. Please note, however, that the templates include, among other things, preconfigured processes and design elements that you will need to customize.
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."

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

Database server

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

Select the database server for your portal here.

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 Name

You can edit the database name 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.
After creating the portal, if you are using an encrypted connection to the database server, the certificate must also be stored on the Intrexx Portal Server.

Login

Enter the name of the database user here.

Password

Enter the database user's password here.

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 enable CockroachDB mode here.

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

PostgreSQL - Database Information

Create a New Database

This option creates a new database.

Use an existing empty database

This option uses an existing database.

Database Name

You can edit the database name here.

Encoding

Select the encoding (character set) for the new database that corresponds to your language setting. The default setting (UNICODE - UTF-8) can usually be left as is.

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

For detailed information on using front-end web servers, see the section " Use a Front-End Web Server (Reverse Proxy)."

Internet Information Services (IIS)

For Internet Information Service (IIS), Intrexx offers configuration via a graphical user interface.

Use IIS if you are working in a Windows environment.

For detailed information about Internet Information Services (IIS), see the section " Setting Up Windows - IIS (Internet Information Services)."

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."

NGINX

For NGINX, Intrexx offers configuration via a graphical user interface.

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 is intended only 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 option to manually configure communication between the Intrexx Portal Manager or the 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.

For additional technical specifications regarding manual setup, please refer to the following files. These 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 the Intrexx Support Center if you need further information.

In the following steps of this guide, Internet Information Services (IIS) is used as an example of a front-end web server.
After you click "Next," the "Front-End Web Server: Internet Information Services (IIS)" dialog box will appear.

Front-end Web Server: Internet Information Services (IIS)

IIS Website

Select the website here that you created in IIS for the portal.

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.

Portal Base URL

The portal's base URL is displayed here.
By default, the displayed base URL is derived from the website's binding settings in Internet Information Services (IIS). These are the "Type" and "Hostname" fields. (See the section " Adding a Website in IIS" for more information.)

The base URL displayed here will be copied to the "Base URL" field in the portal properties under "General" after the portal is created.

DataGrid Settings

If you have installed Intrexx as an Intrexx Portal Server production installation (distributed cloud/cluster), this step of the portal creation process will take you to the DataGrid settings.

Here, you can enable IP Finder mode if necessary. Alternatively, an IP address can also be added statically. Registered IP addresses are listed in the lower section and can be deleted there if necessary.

For more information on this topic, click here: Installing Intrexx in the Cloud.

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

Click "Next."

Summary

In this dialog box, you can change the information you entered. To do this, click on the blue headings.

General Information

Opens a dialog box where you can edit the portal name and directory.

Web Server

Opens a dialog box where you can edit the web server settings.

Advanced Settings

Opens a dialog box where you can change ports, the search engine, and other settings.

Portal Template

Opens a dialog box where you can change the portal template and the default portal language.

After you click " Portal Template," the "Portal Template" dialog box appears.

Click "Next."

The "Language" dialog box appears.

Here you can change the portal's default language.

Database

Opens a dialog box where you can switch databases.

Advanced Settings

Opens a dialog box where you can change ports, the search engine, and other settings.

After you click "Start," the "Create Portal" dialog box will appear.

Create a Portal

View Messages

Clicking "View Notifications" takes you to a page that lists notifications related to portal creation.

View Tasks

Returns to the original page.

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

Success

View the portal in your browser

Opens the portal you just created in the browser.

For example, the portal might look like this: