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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
Activity Feed
Barcode
Charts
Checkout
CRM Add Edit Grid View
CRM Advanced Pin Map
CRM Area Chart
CRM Article
CRM Bar Chart
CRM Bubble Map
CRM Chart Map
CRM Chart View
CRM Column Chart
CRM Data View
CRM Date/Time
CRM Donut Chart
CRM File Upload
CRM Filtered View
CRM Form Configuration
CRM Form Manager
CRM Funnel Chart
CRM Grid View
CRM Image
CRM Line Chart
CRM List View
CRM Lookup
CRM Notes
CRM Pay Button
CRM Picklist
CRM Pie Chart
CRM Pin Map
CRM QueryString
CRM Rating Field
CRM Shape Map
CRM Signature
CRM Static Value
CRM Status Field
CRM Sub-Grid View
CRM System Field
CRM Text Field
CRM User Creator
CRM User Invite
CRM Validator
CRM Workflow
CRM Yes/No
DateTime
Donation Button
Ecom Product List
File Upload
Form Configuration
Form Decorator
Form Flow
Form Manager
Grid
Image
Knowledge Base
Knowledge Base Search
Knowledge Base Subjects
List View
Lookup
Maps
Multi-Form Step Buttons
Multi-Page Step Buttons
Nav Cart
Notes
Page Export
Page to PDF
Party List
Pay Button
Picklist
Portal Registration
Power BI Reports
Product Details
Product Filters
Product List
Product Selector
QR Code
Query String
Rating Field
Rules Manager
Rules Manager
Scheduler
SharePoint Document Grid
SharePoint Document Grid
Shopping Cart
Signature
Static Value
Status Field
Sub-Grid View
Sub-List View
Submit Button
Text Field
TPC Open Authentication Login
User Invite
Validator
Workflow
Yes/No Field
CRM Workflow 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.