Configuring portals

When you license the IPF portals in the cloud, you are given URLs for these installed portal environments:

  • Demo: DEM
  • Training: TRN
  • Production: PRD

Each environment is associated with a different instance of the back office application, and its installed portal is not configured. The provided portals are to be used only as a starting point for setting up your own portals. You can add an unlimited number of portals in each provided environment.

We recommend that you start with a portal in the TRN environment, where you can make all necessary personalizations and customizations before going live with a production portal. Information about loading configuration settings and importing portal content from the TRN environment into the PRD environment is provided later in this guide. You can use your own domain for the production portal, as described in the chapter titled, "Putting portals into production."

This table lists the portal configuration tasks:

Task
Set up the required back office user accounts.
Launch the Portal Manager.
Create a unique portal.
Configure and apply data sources.
Activate portal content.
Set session initialization options.
Assign permissions for predefined component sets.
Save the portal configuration. (Optional)
Test the portal.