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Setup Portal Connector
System Requirements
Windows Server
Azure Server
Installation
Installing Sitefinity
Installing Portal Connector via NuGet
Installing a Portal Connector Addon
Configuration
Upgrade
Upgrading to TPC 6.2 (NuGet)
Upgrading to TPC 6.1 (NuGet)
Upgrading to TPC 6.1
Upgrading to TPC 6.0 (NuGet)
Upgrading to TPC 6.0
Upgrading to TPC 5.3 (NuGet)
Upgrading to TPC 5.3
Upgrading to TPC 5.2 (NuGet)
Upgrading to TPC 5.2
Upgrading to TPC 5.1
Upgrading to TPC 5.0
Upgrading to TPC 4.3
Upgrading to TPC 4.2
Upgrading to TPC 4.1
Upgrading to TPC 3.3 or TPC 4.0
Upgrading Minor Revisions
Setup
Connecting to Dynamics CRM
Installing the Dynamics CRM Solution
Disable the Cache Invalidation Plugin
Enable the Advanced Cache Invalidation Plugin (Optional)
Synchronizing Dynamics CRM Metadata
Add Web Security - Trusted Sources
Deploy
Deployment and Lifecycle Management
Architecture
Optional Settings
Building a Portal Site
Presentation, Theming and Styling
Configuring Portal Page Templates
Synchronizing Entities to Build Forms
Login Page
Registration Page
Forgot Password Page
Portal Form
Adding a Portal Form to a Page
Adding a Grid to a Page
Site Permissions
Sitefinity Users vs. Portal Users
Building an Ecommerce Portal Site in 6.2+
Installation of TPC Ecommerce
Configure Sylogist Payment Provider
Configure Flat Rate Shipping and Pickup
Configure Flat Tax Provider
Building an Ecommerce Portal Site
Create Products, Price Lists and Price List Items
Configure Your Portal Site Store Settings
Configure Portal Connector Ecommerce Settings
Create the Product List Page
Create the Shopping Cart Page
Create the Checkout Page
Create the Shopping Cart Summary Page
Portal Connector Widgets
Form Widgets
MVC Based
Forms Based
Page Widgets
MVC Based
Forms Based
Client Side API
MVC Based
Forms Based
Portal Connector Addons
Installation
Migrations
Configuration
API
FormFlow
Configuration
FormFlow Navigation
Power BI
Installation
Configuration
Setup Power BI Web App
Setup Power BI Workspace Reports
Knowledge Base
Auditing
Configuration
Auditing Reports
Power Platform
Power Automate
How to's
General
MVC Based Widgets
Forms Based Widgets
Developing for Portal Connector
Integrating with 6.2 TPC Ecommerce
Integrating with TPC Ecommerce
Dynamics CRM Connection API
TPC Form Submission Events
TPC SharePoint Events
Sample Page Widget
Extending Portal Connector OAuth Registrations
Portal Connector Quick Start Guide
Release Notes
Version 6.2
Version 6.1
Version 6.0
Version 5.3
Version 5.2
Forums
General Discussions
Developing Portals
Bugs & Issues
Deployment
Feature Suggestions
Main Menu
Applying Sitefinity License
Assign a Price List Id
Change the Default Sender Registration Email
Changing The Portal Connector Widget Templates
Clearing Your Browser's Cache
Configure a Form
Configure Language Mapping
Configure Power BI Reports
Configure Predefined Security Policies and HTTP Response Headers
Configure the Column Editor
Configure the Rules Manager
Configuring Activity Feed
Configuring Knowledge Base Search Widget
Configuring Portal Registration
Configuring The Rules Manager
Connect to SharePoint when Multi-Factor Authentication is Enabled
Create a User Edit Form
Creating a Basic Form
Creating a Custom Registration Form
Creating a Portal User from Dynamics CRM
Creating Custom User Registration Page
Custom User Registration Page
Editing Records using the Grid widget
Enable or Disable Batch Processing
Enable Sending Emails for Form Responses
Enable the Backup User for CRM
Filter Records
Fixing Special Characters on your Portal
How to configure editable grids
Installing a Portal Solution to Dynamics CRM
Installing Dynamics CRM Solutions
Interact with Multiple Entities on a Form
Link Dynamics CRM to TPC
Manage User Roles in Dynamics CRM
Managing Portal User Roles from Dynamic CRM
Refresh Templates
Refreshing Dynamics CRM Metadata
Refreshing Portal Widgets Templates
Registering Dynamics CRM Entities in Sitefinity
Re-Initializing Portal
Resynchronizing Ecommerce Products
Resynchronizing Products
Rules Manager JavaScript API
Set up Client Secret Connection to Dynamics
Set up Client Secret Connection to SharePoint
Set up OAuth 2.0 Connection to Dynamics
Set up Open Authentication for TPC
Setup CRM Web API
Setup Dynamics 365 (online) to use SharePoint Online
Setup Multilingual Invites to a Portal Connector Site
Setup the Geocode Class
Static FetchXML Filters
Synchronize the Knowledge Base
The Portal Connector Identity Object
Transition from Legacy Artifact Folders to NuGet Packages
Use the FetchXML Builder
Using the Saved Queries Feature
Using the Template Editor
View Error Logs
View License Configuration
View the Scheduled Task Monitor
Widget Templates
Clearing Your Browser's Cache
In order to speed up browsing, your web browser keeps copies of files that typically do not change. Images, style sheets and JavaScript are examples of file types that are usually cached. When you change something there is a chance that your browser will still use the copy it has cached. Clearing your browsers cache will force the browser to make another request to the web server to download its assets again.
Steps needed depends on your browser:
Firefox
Click the "
Menu
" button in the upper right.
Click on "
Options
"
Click on "
Privacy
" on the left-hand side.
In the "
History
" section, click the "
clear your recent history
" link.
Make sure the "
Cache
" box is checked and click the "
Clear Now
" button.
All done!
Chrome
Click the "
Menu
" button in the upper right.
Click on "
Settings
"
Scroll to the bottom and click on the "
Show advanced settings...
" link.
In the "
Privacy
" section, click the "
Clear browsing data...
" button.
Ensure the "
Cached images and files
" box is checked and click the "
Clear browsing data
" button.
All done!
Opera
Click the "
Menu
" button in the upper left corner.
Click on "
Settings
".
Click on "
Privacy & security
".
In the "
Privacy
" section, click the "
Clear browsing data...
" button.
Ensure the "
Cached images and files
" box is checked and click the "
Clear browsing data
" button.
All done!
Edge
Click the "
Menu
" button in the upper right.
Click on "
Settings
".
Under "
Clear browsing data
", click the "
Choose what to clear
" button.
Ensure the "
Cached data and files
" box is checked and click the "
Clear
" button.
All done!
Internet Explorer
Click the "
Menu
" button in the upper right.
Click on "
Internet options
".
In the "
Browsing history
" section, Click the "
Delete
" button.
Ensure the "
Temporary Internet files and website files
" box is checked and click the "
Delete
" button.
All done!