Creating Your First Portal

A Portal is a content delivery channel. Think of a Portal like its own website targeted at an individual audience. A Portal can pull its content from one or more Projects and filter that content using metadata rules.
  1. Navigate to the Portals category within an organization.
  2. Create a new Portal by clicking a New... button in the header of one of the sections in your Portals list.
  3. Fill out the Create New Portal dialog.

    Name
    The Name is the "Administrative Name", visible only in the Admin Application. This name will not appear anywhere in a Portal.
    Owner
    Select an Owner from the dropdown.
    URL Path
    Enter a URL path for the address of your portal. This will be the URL path on the portal website used to access this portal. This prefix must be at least 2 characters long and cannot contain spaces. For example, "myportal".
    Note: This is the URL address of the portal. Thus no two portals can share the same URL path. You will be warned if the path is already taken.
    Theme
    This dropdown allows you to switch between any portal themes that are available to you.

  4. Click Save.
  5. Click on the newly created Portal name to open its details.
  6. Click the Projects tab to associate projects with this portal.
  7. Click the Add link next to one of the projects in the Other Candidates list to add projects to the portal.
  8. Click the Details button. Click the URL at the top of the page to open the portal in a new browser tab or window.

When you associate a project with a portal, by default all content of that project becomes available through that portal. However, you can filter the content for the portal by assigning Metadata filters via the Content Filter tab.