Supplier Portal - Installation

This document explains how to install and configure the supplier portal.

Prerequisites

Perfion Web Client

The Perfion Supplier Portal is closely linked to the Perfion Web Client. We recommend you install the Perfion Supplier Portal on the same server as the Perfion Web Client.

Please refer to Web Client - Installation Guide for details about installing the web client.

The Perfion Supplier Portal use the API installed with the Perfion Web Client. Make sure to upgrade the web client to latest version when you install (or upgrade) the supplier portal.

Installation

Follow these steps to install the Perfion Supplier Portal.

Download the installation zip file

  1. Download the installation zip file from the Perfion Knowledge Base

Unpack the installation zip file

  1. Unpack the files from the installation .zip file. It contains a single subfolder called PerfionSupplierPortal.

  2. Copy the subfolder and all its content to C:\inetpub

Create a new IIS website

  1. Open IIS Manager.

  2. Right-click on Sites in the Connections panel and select Add Website.

  3. Use the following settings:

    1. Set the Site name to PerfionSupplierPortal

    2. Set the Physical path to C:\inetpub\PerfionSupplierPortal (or where you placed the unpacked files)

    3. Set IP address, Port, and Hostname to relevant local settings

  4. Click OK to create the website.

You must now proceed to connect the Perfion Supplier Portal to the web client.

Connection to web client

The supplier portal automatically uses the same Perfion database as the web client it is connected to. That is why the supplier portal does not have its own web.config file. In stead, you must update the config.json file that comes with the Perfion Supplier Portal to “connect” to the web client.

PerfionSupplierPortal - update config.json

  1. Go to the C:\inetpub\PerfionSupplierPortal folder

  2. Create a copy - in the same folder - of config.json.example and name the copy config.json

  3. Open config.json with a text editor. The file looks like this:

{ "ServicesBaseUrl" : "/PerfionWebApi/", "ImageServerUrl": "/Perfion/Image.aspx", "FileServerUrl": "/Perfion/File.aspx", "ReportServerUrl": "/Perfion/Report.ashx" }
  1. It must be updated to look like below, where http://localhost:8031 must be replaced with the base URL to your Perfion Web Client

{ "ServicesBaseUrl" : "http://localhost:8031/PerfionClientApi/", "ImageServerUrl": "http://localhost:8031/PerfionAPIService/Perfion/Image.aspx", "FileServerUrl": "http://localhost:8031/PerfionAPIService/Perfion/File.aspx", "ReportServerUrl": "http://localhost:8031/PerfionAPIService/Perfion/Report.ashx" }

Restart IIS website

  1. Go back to IIS Manager

  2. Restart the PerfionSupplierPortal website:

Test your installation

  1. Start your favorite browser

  2. Go to the start page:

    1. Local installation: Go to http://localhost:port (use the port which you have set up in IIS)

    2. Server installation: Go to http://ip-address:port (use the IP/domain and port which you have set up in IIS)

  3. If your setup is correct, you will see a login screen like this: