Portal Configuration Tool Guide

10.5

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Configuring the General Settings for the Portal

You must configure a title for the portal and the business entity for which you want to create records. You can also configure a header and a footer for the portal.

On the

General

page, configure the following portal details:

Field	Description
Portal Name	Unique identifier for the portal.
Portal Title	Display name of the portal that appears on the header of the portal.
Database	Operational Reference Store for the portal to use.
Business Entity	Business entity to which you want to add records through the portal.
Source System	Name of the source system to assign to the records created through the portal.
Enable Portal State	Indicates whether to use portal states to refer to the status of the records. You can also use the portal states to control access to the portal pages.
External Authentication	Indicates whether to use an external authentication system for the portal.

If you enable portal states, configure the following state settings:

Field	Description
Reference Entity Containing States	Name of the reference entity that stores the state values.
Field Containing States	Name of the field that contains the state values. To see the list of state values that the field contains, click View List of States .
Field Containing Filters	Name of the field based on which you want to filter the state values so that you can use only a subset of state values in the portal.
Filter Value	Value based on which you want to filter the states.

Configure the following role settings:

Field	Description
Reference Entity Containing Roles	Name of the reference entity that stores the portal user roles.
Field Containing Roles	Name of the field that contains the portal user roles. To see the list of user roles that the field contains, click View List of Roles .

To configure header, configure the following header settings:

Field	Description
Logo	URL of an image that you want to use as logo of the portal.
Background Color	Background color of the header of the portal. Default is white.
Font Color	Font for the portal title. Default is black.

To configure footer, configure the following footer settings:

Field	Description
Footer Text	Text to use in the footer. To hyperlink a text, use the following format: [text](URL) The following sample text hyperlinks the text Google : [Google](https://www.google.com/)
Preview Footer Text	Displays a preview of the footer text. The preview appears only after you type the text in the Footer Text field.
Background Color	Background color of the footer of the portal. Default is white.
Font Color	Font for the footer text. Default is black.