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Business Portals Quickstart

Installation via Extension Marketplace

Business Portals can be installed directly via the Extension Marketplace in Business Central. The Extension Marketplace integrates the AppSource Marketplace into Business Central.

The following steps must be performed to install Business Portals via the Marketplace:

  1. Select the icon, enter Extension Marketplace, and then select the corresponding link.
  2. Enter Business Portals in the search field on the right side.
  3. Business Portals will appear in the search results.
  4. Click the Free Trial button.
  5. Enter the required information and click Next.
  6. Select the preferred language and click Install.
  7. The Business Portals extension will be installed.

Managing Extensions

To get an overview of the installed extension and manage it, the Extension Management must be opened. It is also possible to view the deployment status in the Extension Management.

  1. Select the icon, enter Extension Management, and then select the corresponding link.
  2. Search for Business Portals in the list of installed extensions.
  3. Select the Business Portals entry.
  4. In the ribbon, click Manage and execute the Deployment Status action.
  5. The deployment status of the Business Portals extension will be displayed.

License Your Business Portals

To use Business Portals, a license must be activated. The following steps guide you through the licensing process:

  1. Click on Licensing in the menu to launch the product license window.
  2. Click on License and then on Activate to start the wizard.
  3. You can start the licensing wizard by clicking Start.
  4. To use Business Portals, please read the Privacy Information and the End User License Agreement.
  5. Accept the terms and conditions by checking the box "I accept the terms and conditions".
  6. Click Next.
  7. Enter your license data in the fields "Client No." and "Activation Key", or start a trial version by clicking Try.
  8. Click Next.
  9. Add the users you want to license for Business Portals. Select the users by their User ID and click Activate.
  10. Click Next.
  11. Select a contact person for Business Portals by their User ID and click Next.
  12. Complete the wizard by clicking Finish.

Info

If you start a trial version, you must enter the relevant company information on the next screen to proceed successfully. Some of this information is automatically taken from your Business Central environment. The trial version allows the use of Business Portals for 30 days.

Configuration Wizard

Business Portals is based on CORE and includes the configuration wizard for quick and easy import of complete setups. The configuration wizard can access an online library with complete setups for all Simova products. The setups from the online library are regularly updated and adapted to new features or process integrations. Additionally, it is possible to import and export configuration files from the file system.

Importing a Configuration

The configuration wizard can be started via the administrator role "Business Portals". The following steps must be performed to import a setup from the online library:

  1. In the ribbon, click Import/Export and execute the Configuration Wizard action.
  2. Click Start.
  3. In the drop-down menu, select Import and then Online.
  4. Click Next
  5. Select Business Portals as the product and click OK.
  6. Several versions of a setup are provided. Select the desired setup and click OK.
  7. The contents will be listed in the category selection. Individual contents can be deselected. The setup will be fully imported. Click Finish to do so.
  8. The setup is now fully imported.

Info

The data in a section can be deleted before import in the category selection. To do this, individual sections can be activated with the option Delete before.

Exporting a Configuration

It is also possible to export a setup using the configuration wizard. The following steps must be performed to export a setup using the configuration wizard:

  1. In the ribbon, click Import/Export and execute the Configuration Wizard action.
  2. Click Start.
  3. In the drop-down menu, select Export and then Online.
  4. The definition for the export will be displayed. A product definition can be created manually or imported via an online library. Execute the Import Product Definition action to import the product definition from the online library.
  5. Select Business Portals as the product and click OK.
  6. Several versions of a product definition are provided. Select the desired product definition and click OK.
  7. The product definition will be imported and can be adjusted if necessary.
  8. Click Next to display the data content in the category selection.
  9. The contents will be listed in the category selection. Individual contents can be deselected. The setup will be fully exported. Click Finish to do so.
  10. The creation of the setup file will start and the setup file will be downloaded.
  11. The export of the setup is complete.

See also