Portal Creation and Configuration

From the Evolve Portal page, Evolve Administrators can do the following: 

Quick Add

Quick Add Portal allows you to create a Portal with minimum required details. Follow the below steps to Quick Add a Portal:

  1. Click on Quick Add.

  2. Enter the Portal Name and Portal Description.

  3. Select values for Architect and Reviewer from the dropdowns, to see details about functions and accesse of Architect and Reviewer roles, click here.

  4. Select Mode i.e. Internal or External from the dropdown.

  5. Click on Save.

Note:

Localized characters are not supported with Evolve Site Hostname and Portal Hostname.

In Portals the grid options like Filter, Sort, columns, etc. will not be localized and will show in English.

Add a Portal

Add Portal allows you to create internal and external Portal assuming you haven’t reached your maximum number of licensed external portals.

Prerequisites

You should have a Portal deployed to get values for the fields required in external Portal creation, click here to see details on External Portal setup; click here to see details on Internal Portal setup.

Follow below steps to create a new Portal:

  1. Select Internal or External in Mode. For Internal the Portal and Evolve site are hosted on the same server, for External the Portal is hosted on Azure.

  2. Enter the Portal Name.

  3. Enter details about Portal in Description.

  4. Select the Default Language for Portal.

  5. Select the Architect of the Portal, this is a Portal specific role, to see details about functions and access of theArchitect role click here.

  6. Select the Reviewers of the Portal, this is a Portal specific role, to see details about functions and access of the Reviewer role click here.

  7. Enter Portal URL (IIS site) on which the Portal will be hosted. The URL specified in this field will be used by the Portal user to open the Portal, for example: http://MachineName:PortNumber/.

  8. Enable SSL Offload for Internal mode in case the Portal needs to be setup in SSL offload mode, and provide the SSL Port value.

  9. Add image to Favourite Icon for the icon image of the Portal tab.

  10. Click on Submit.

For creating External Portal, click on Next and add further required details as added in IDP (Portal Identity Provider); click here to see details on IDP configuration.

Import a Portal

You can import an existing Portal by using import option. Follow the below steps to Import a Portal.

  1. Click on Import.

  2. Choose a file to be imported, this can be a Portal file that was exported earlier.

  3. Click on Next.

  4. Add Portal Name.

  5. Click on Submit.

Note:

Note: Users and AD groups assignment will not work using Import/Export Portal feature.

Refresh

You can refresh the Portal page by using Refresh option.

Edit a Portal

Editing a Portal allows you to edit details for an existing Portal. On the Portal page, clicking on the checkbox in front of a Portal you can edit it. Following fields can be edited for a Portal.

  1. Edit: Existing Portal fields can be modified.

  2. Export: You can use this to export the Portal. The file is downloaded and it can be imported on the other site.

  3. Delete:You can delete the Portal by clicking on Delete button.

  4. Download Package: You can download the Portal package which consists of scripts and UI files. To download the Portal package click on Download Package button, the downloaded package for Internal Portal contains scripts and for External Portal the package contains UI files and scripts.

  5. Content Properties: You can provide details for content properties for the Portal. The right side panel opens up and the following properties can be modified:

    Image:

    • Size: You can provide the maximum allowed image size (in kb).

    • Extensions: You can provide the allowed extensions for the image separated by coma.

    Document:

    • Size: You can provide the maximum allowed document size (in kb).

    • Extensions: You can provide the allowed extensions for the document separated by coma

    Video:

    • Size: You can provide maximum allowed video size (in kb).

    • Extensions: You can provide allowed extensions for the video separated by coma.

  6. Refresh: To refresh the site.

Configure the Portal and Portal Users

Admin should be able to configure Portal specific configuration like SAML/B2B Auth etc. Saving or updating this setting would get applied immediately. For the Portal you have created, you can add users by following the below steps:

  1. Click on the numeric value in the Users column.

  2. On Assign Users page, select the user name you want to add from the dropdown.

  3. Click Add.

You can assign AD Groups on the Portal page following the below steps:

  1. Click on the numeric value in the AD Groups column.

  2. On Assign AD Groups page, enter the name of an AD Group that already exists in the system or click on Lookup AD group icon to search and select an AD group.

  3. Click Add. All users in that AD group are added to the Portal.

Note: You can also assign AD groups from the Evolve Users page by clicking the number in the Portals column for the user you would like to add. Then, select the Portals to which you want to give that user rights and click Save. This only applies to named Users since the external users of the external Portal can not and would not need to use the AD sync feature as they are not required to be licensed users in the Evolve product.If a new user is added to an existing AD group which has already been added to a Portal, that user is automatically added to the Portal.
Note: A Global admin user can have a Portal Reviewer role and not the Portals architect role. Wizard does not show any action when this user tries to perform any operation like upload image, document or edit any of the settings. But after closing the wizard, access denied message appears.