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Prepare the Portal Environment for Creating Sites

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Prepare the Portal Environment for Creating Sites
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Prepare the Portal Environment for Creating Sites

July 14, 2020
Created by
August 4, 2019
To get started with building a Portal site, administrators must perform the required onboarding steps.

You will learn

  • How to subscribe to the Portal Service
  • How to assign users to the Portal_Admin role so that they can design Portal sites
  • How to access the Portal service

Prerequisites

  • If you want to use a trial environment, you need to first register it. You can register to a trial account using this link: Create a trial account.
  • If you’re using a production environment, you should have a subaccount configured. If you don’t have a subaccount in the Cloud Foundry environment, refer to this topic: Initial Setup.

In this group of tutorials our goal is to create an attractive Portal site using the SAP Cloud Platform Portal service. But before we can do this, there are some steps you need to do in the SAP Cloud Platform cockpit.

Step 1: Subscribe to the Portal service

Before you can access the Portal service, you first need to subscribe to it.

  1. Log onto SAP Cloud Platform and click Enter Your Trial Account.

    Enter trial account

    If this is your first time accessing your trial account, you’ll have to configure your account by choosing a region (select the region closest to you). Your user profile will be set up for you automatically.

    Wait till your account is set up and ready to go. Your global account, your subaccount, your organization, and your space are launched. This may take a couple of minutes.

  2. Click Continue.

    Processing
  3. Click the trial tile to navigate to your trial subaccount in the SAP Cloud Platform cockpit. If you are using your own subaccount, you can select it instead.

    Open trial account

  4. Click Subscriptions from the side menu.

    Click Subscriptions
  5. Enter Portal in the search box and click the Portal service tile.

    Click Portal tile
  6. Click Subscribe and wait for the status to change to Subscribed.

    Subscribe to the Portal
Log on to answer question
Step 2: Add yourself to the Portal_Admin role

To be able to do administrative tasks in the Portal you must be assigned to the Portal_Admin role. In this step, you will first create a role collection and then you’ll assign yourself to the Portal_Admin role.

  1. Click on your subaccount again using the breadcrumbs at the top.

    Open subaccount using breadcrumbs
  2. Click Security > Trust Configuration from the side menu.

    Open Role Collections
  3. Click sap.default to select the SAP ID Service.

    Click sap.default
  4. Enter your email address and then click Show Assignments.

    show assignments
  5. Click Assign Role Collection.

    Assign role collection
  6. Select the Portal Admin role and click Assign Role Collection.

    Assign Portal Admin

You have now been assigned to the Portal_Admin role and you can access the Portal service and carry out all your admin tasks.

Log on to answer question
Step 3: Access the Portal service

You are now ready to access the Portal service.

  1. Use the breadcrumbs to open your trial subaccount.

    Open Subscriptions
  2. Click Subscriptions from the side panel.

    Open subscriptions
  3. Search for the Portal tile. You’ll see that you are now subscribed to the Portal service.

  4. Click Go to Application on the Portal tile.

    Access Portal Service
  5. Add your credentials if you are prompted to do so.

The Portal service opens with the Site Directory in focus. This is where you create and manage the sites that you create for this subaccount.

Open Site Directory

Which role do you need in order to carry out admin tasks in the Portal service on Cloud Foundry?
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