- Run the Vendor Portal installer on the web server.
- Step through the installer welcome screen and prerequisites as shown below.
- 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 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.
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.
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.Important: Firewall Rules may prevent access to the website. Ensure that the website and firewall rules have been configured so the website is accessible to the target audience.
- 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.
- Complete the installation by pressing the Finish button, shown below.
- Confirm that the Vendor Portal website has been successfully installed by opening the website.
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.
- For each currency, select a currency ISO code from the ISO Currency Code drop-down.
- 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.
|/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.
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.
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.
For a field-by-field description of other optional Vendor Portal Web Config settings, see Technical Reference: Vendor Portal Web Config Reference
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.