Additional Instructions: Customers’ Web Portal Customization

The settings of customer’s web portal are stored as settings.xml file in the Portal directory (not PortalAdmin). When you open PortalAdmin you must firstly load settings.xml file by clicking the button “Load Settings File” on the menu bar.
When you modify the text of any web component you need to firstly save the formatted HTML text as well as click the Save button to save the settings of the modified web page (refer to image).

Once web portal customization is completed, click the “Create Settings File” button and save the updated settings.xml file by overwriting the existing settings.xml file in the Portal directory.

You must reset IIS (IISReset command-line)to view the changes made to settings.xml in the Portal web site.

When you click to open the customer’s report page on portal you may receive an error message similar to this one:

“The temp directory in chart handler configuration is not accessible [C:\Inetpub\wwwroot\portal\img\]”

The reason for this message is that the portal creates a chart (for the report) and stores it in a directory of the web site. You need to change the permission for the users accessing the portal.

• Open the Internet Information Services (IIS) Manager
• Select the Portal Site
• right click & select Edit Permissions

In the Security Tab edit permissions to Allow read and write permissions