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Setup The Portal Connector
System Requirements
Windows Server
Azure Server
Installation
Download Installation Files
Installing Sitefinity
Installing The Portal Connector
Installing TPC on Sitefinity 13
Installing TPC on Sitefinity 12
Installing TPC on Sitefinity 11.2
Installing a Portal Connector Addon
Configuration
Upgrade
Upgrading to TPC 6.0
Upgrading to TPC 5.3
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
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
TPC Widgets
Form Widgets
MVC Based
Forms Based
Page Widgets
MVC Based
Forms Based
Client Side API
MVC Based
Forms Based
TPC 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
Configuration
Actions
Triggers
How to's
General
MVC Based Widgets
Forms Based Widgets
FAQ
Developing for The Portal Connector
Integrating with TPC Ecommerce
Dynamics CRM Connection API
TPC Form Submission Events
TPC SharePoint Events
Sample Page Widget
Extending Portal Connector OAuth Registrations
TPC Quick Start Guide
Main Menu
Sub-List View
Page Export
Scheduler
Party List
Form Flow
Knowledge Base Search
Knowledge Base
Activity Feed
TPC Open Authentication Login
Form Decorator
Ecom Product List
Donation Button
CRM User Invite
CRM User Creator
CRM Shape Map
CRM Pin Map
CRM Pie Chart
CRM List View
CRM Line Chart
CRM Grid View
CRM Funnel Chart
CRM Form Manager
CRM Filtered View
CRM Donut Chart
CRM Data View
CRM Column Chart
CRM Chart View
CRM Chart Map
CRM Bubble Map
CRM Bar Chart
CRM Article
CRM Area Chart
CRM Advanced Pin Map
CRM Add Edit Grid View
Page to PDF
CRM Image
CRM QueryString
Multi-Form Step Buttons
Multi-Page Step Buttons
SharePoint Document Grid
CRM Rating Field
CRM Notes
CRM System Field
CRM Status Field
CRM File Upload
CRM Form Configuration
CRM Text Field
CRM Signature
CRM Static Value
CRM Yes/No
CRM Date/Time
CRM Sub-Grid View
CRM Validator
CRM Workflow
CRM Lookup
Product Selector
CRM Pay Button
CRM Picklist
Rules Manager
User Invite
Portal Registration
Power BI Reports
Charts
List View
Grid
Maps
Pay Button
Submit Button
Rules Manager
Form Manager
SharePoint Document Grid
Barcode
QR Code
Sub-Grid View
Text Field
Lookup
Validator
Status Field
Signature
Notes
Yes/No Field
File Upload
Picklist
Rating Field
Query String
Workflow
DateTime
Static Value
Image
Form Configuration
Form Manager API
Methods
RECOMMENDATION:
If you are using a version of The Portal Connector higher than 4.0, we strongly recommend utilizing the MVC based widgets and components to create your site. This documentation is for legacy purposes only and will soon be deprecated.