Best practice is to install Vendor Portal on a web server that is separate from the SAP Business One server, as shown in the architecture diagrams.

Architecture Overview

A Web Server separate from the B1 server should be used to host the Vendor Portal website.
A Web Server separate from the B1 server should be used to host the Vendor Portal website.

Installation Instructions

  1. Run the Vendor Portal installer on the web server.
  2. Step through the installer welcome screen and prerequisites as shown below.
    Press Next on the Vendor Portal installer to proceed.
    Press Next on the Vendor Portal installer to proceed.
    Confirm prerequisites before using the Next button to proceed.
    Confirm prerequisites before using the Next button to proceed.
  3. Select the components to be installed, as outlined below:
    • Vendor Portal will install Vendor Portal web files.
    • Configure IIS Website will create and configure a web instance within IIS that points to the installed web files.
    Choose the desired Vendor Portal components and use the Next button to proceed.
    Choose the desired Vendor Portal components and use the Next button to proceed.
  4. Choose the Install Location for Vendor Portal web files. A separate Portal website installation must be completed for each SAP Business One company.

    After pressing Install, wait a few minutes while the web files are created.

    Choose or create a location where Vendor Portal components will be installed. Press the Install button to proceed.
    Choose or create a location where Vendor Portal components will be installed. Press the Install button to proceed.
    The installer will take a few seconds to complete file installation.
    The installer will take a few seconds to complete file installation..
  5. Configure Vendor Portal to connect to the previously installed B1WebAPI. The Username and Password were set up during installation of B1WebAPI, which should be used here.

    If there are multiple B1WebAPI profiles, the profile must be referenced in the field marked “Address”. For example, DEMO profile would be configured with the URL: http://servername:4033/DEMO. If no profile is specified in this screen, the first B1WebAPI profile will be used.

    Shown here: B1WebAPI connection information for Vendor Portal.
    Shown here: B1WebAPI connection information for Vendor Portal.
    Shown here: sample B1WebAPI connection settings, as per B1WebAPI setup.
    Shown here: sample B1WebAPI connection settings, as per B1WebAPI setup.
  6. If the option to Configure IIS Website was selected, the following configuration screen will be displayed. Enter all details as described below. For a typical install, ensure “Name” is unique and leave the remaining settings as default, then press okay.

    • Generate New Website will create a new website within IIS for Vendor Portal. Default settings can be used. Name must be unique, so if multiple installations are needed, make sure all have different names, for example: Vendor Portal Prod versus Vendor Portal Test.
    • Use Existing Site will associate Vendor Portal with the selected IIS website.
    • Virtual Directory settings can be configured to use the root existing virtual directory, or to create a virtual directory within the IIS website. The default is to use the existing virtual directory.
    Configure IIS details for the Vendor Portal website. Change the Port if more than one Vendor Portal website is installed. Press OK to create the website.
    Configure IIS details for the Vendor Portal website. Change the Port if more than one Vendor Portal website is installed. Press OK to create the website.
  7. Complete the installation by pressing the Finish button, shown below.
    A notice will be displayed. Press Okay to proceed.
    A notice will be displayed. Press Okay to proceed.
    Press the Finish button to complete the Vendor Portal website installation.
    Press the Finish button to complete the Vendor Portal website installation.
  8. Confirm that the Vendor Portal website has been successfully installed by opening the website.
    Vendor Portal landing page will be displayed if the website has been successfully installed.
    Vendor Portal landing page will be displayed if the website has been successfully installed.

Basic Configuration

Currency ISO Code Setup

Currency ISO codes must be assigned in SAP Business One for all currencies. If a currency doesn't have an ISO code assigned to it, then Portal websites will not display currency signs properly ($, £, €, etc.). If the website is not displaying currency symbols, then check the ISO codes for each currency, as described below.

  • In SAP Business One, go to Administration > Setup > Financials > Currencies.
    Administration - Setup - Financials - Currencies
    Administration - Setup - Financials - Currencies
  • For each currency, select a currency ISO code from the ISO Currency Code drop-down.
    Set the ISO code (1) and International Code (2) for each currency.
    Set the ISO code (1) and International Code (2) for each currency.
  • For each currency, ensure the International Code contains a valid ISO Code, such as USD or CAD and not a symbol such as $.

Directory Security Configuration

The SAP Business One attachments folder is not typically accessible to the B1WebAPI. This folder must be updated manually as described in the section SAP Business One Attachments Directory Security below.

For a typical installation, no action is required to ensure web application folders are write-accessible. You may run into problems with file uploads (such as attachments or web orders) in the following scenarios:

  • If the Application Pool user is changed after installation. In this case, the identified folders need to be updated to use the Application Pool’s actual user.
  • If the website is installed manually by copying and pasting files. In this case, the folders will typically inherit permissions on the parent folder, which usually don’t include the needed Application Pool user.

If either of the above scenarios occur, access permissions may need to be updated manually on the application folders identified below.

Directory Security for Vendor Portal

A list of the folders for Vendor Portal and each folder’s purpose is found below.

Folder Description
/app_data/ This folder is used to store application data.
/logs/ This folder is used for logging and file permissions must be set so that logs may be updated.

SAP Business One Attachments Directory Security

The SAP Business One Attachments directory is used by advanced Portal features. Ensure the SAP Business One Attachments directory security is set properly to allow the Service to load attachments into SAP Business One.

Typically, write permissions must be granted for the user “NETWORK SERVICE”. The user can be confirmed by viewing the B1WebAPI Application Pool details in IIS, as shown below.

B1WebAPI Worker Process Identity.
B1WebAPI Worker Process Identity. Select the Application Pool for

Ensure the IIS user has Modify (write) permissions. The screenshot below shows the user NETWORK SERVICE, but this should be confirmed for each installation. Because SAP Business One files are updated by B1WebAPI and not an individual Portal website, this is the Application Pool to view for any attachments that need to be accessible in B1.

Temp Directory ACL.
Temp Directory ACL.

Web Config using InterConnect Manager Add-On for SAP Business One

For most installations, there is one setting required: Ensure Vendor Portal Web Address is configured to point at the installed Vendor Portal website URL. See marker 2 in the screenshot below.

This setting can be found in SAP Business One under the menu option: InterConnect Manager AddOn > Administration > Vendor Portal Config.

Ensure Vendor Portal Web Address is configured (2).
Ensure Vendor Portal Web Address is configured (2).

For a field-by-field description of other optional Vendor Portal Web Config settings, see Technical Reference: Vendor Portal Web Config Reference

What’s Next?

Once installation and basic configuration has been applied and Logging has been configured, visit the Vendor Portal Administrator’s Guide. This provides walkthroughs of advanced configuration and admin tasks.