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To create a new Portal, click the Manage (
) button from the GlobalCapture home page or the Manage (
) icon in the toolbar.In the Manage interface that appears, click Portals. The default Portals will appear in the interface.
Click the Add (
) button found in the bottom right corner of the screen. A new Portal Connections Settings screen will appear.
Enter a name for the new Portal.
Specify the URL of the server to manage the new Portal. Use the same URL as the Default Portal unless you have installed separate services, in which case enter the URL for whichever server will host the new Portal. The URL is based on the application server and the port used by the
ssBatchPortalservice defaults to 6457. The default port for the GlobalForms Portal is 3001. When creating additional portals, it can be helpful to review settings of an existing Portal as the URL parameter will likely be the same.Enter your administrator username and password. Note that for a GlobalForms Portal, the user must be the administrator of the GlobalForms instance that was created during the GlobalForms installation.
Select either Batch Portal, Square9 API Portal, or GlobalForms (if installed) to assign a Portal type.
Click Save. The new Portal will appear at the bottom of the list of Portals. Portals appear in the order in which they were created.
Info title Default Batch Portal and Workflow Security New Workflows are automatically managed by the Default Batch Portal unless you edit the Secured Workflow list.
Once the list is altered, new Workflows are no longer automatically added to the Secured Workflow list, but are instead added to the Available Workflow list. You must now use the Batch Portal settings to manually add the Workflows to the Secured list.
You can add or remove Workflows from a Portal, but there must be at least one Workflow in the Secured Workflow list for each Portal.
When you create a new Batch Portal, all Workflows that are published and saved will end up in the new Batch Portal’s Secured Workflow list. New Workflows are automatically added to this new Batch Portal until you start to manually manage the Secured Workflow list.
The Default Batch Portal is created at installation and by default the SSAdmin group is granted access to this Portal. Other users can be granted access to the Default Portal as well by adding them to the Portal’s Secured Users & Groups list. Note that if you manually create a Portal, no users or groups will have permissions.
You must manually grant users access, including the SSAdmin group, to new Batch Portals by adding them to the new Batch Portals’ Secured Users & Groups list.
Click the Test Connection (
) icon to test the Portal link. Clicking this icon will change its color, depending on the connections status:Green – Indicates a connection.
Yellow – Indicates a connection is in progress.
Red – Indicates a failed connection. See the Troubleshooting Batch Portal page in the Square 9 Support knowledge base if you have a Portal in this state.
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