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There is no specific order in which you should perform these tasks.

Note Note

The installation of usage types EPC and EP include additional capabilities that you may need to configure in order to enable or disable. For more information, see the configuration documentation in the subsections of the respective usage types.

End of the note.
Recommended Tasks

Task Description

Detailed Information

Distribute default administrative tasks, PCD content, and user administration

Administration Roles

Delegated Administration

Create a second super administrator user as an alternative user in case the default Administrator user account becomes locked. Without an alternative user in the event of the default Administrator user account becoming locked, you would need to activate the emergency user, which is a time consuming procedure.

To create a second super administrator user, do the following:

  1. Log on to the portal as user Administrator.

  2. Create a new portal user.

  3. Assign your newly created user to the group Administrators.

  4. Log on to the portal using the newly created user, change its initial password and verify that the user has the correct roles assigned to it.

Managing Users, Groups, and Roles

Assigning Principals to Roles or Groups

Configure the data collection service (as required) and create custom portal activity reports.

Portal Activity Report

Define the portal runtime display, including portal display rules

Workflow for Portal Display Configuration

Set the PortalAlias cookie to be delivered in secure mode, such as HTTPS or SSL, to fulfill all security standards.

Portal URL Aliases

Disable the Real-Time Collaboration (RTC) Application Sharing Server if you do not intend to offer application sharing services in your portal.

This task is relevant only if you installed usage type EP on top of usage type EPC.

Enabling / Disabling the Application Sharing Server (RTC)

Remove the Search field from the top-level navigation bar in the portal if you do not intend to enable the use of Search and Classification Engine (TREX) in the portal.

The search feature is visible in the portal even if you do not install TREX.

Installation Without TREX: Hiding the Search Field

Additional Tasks

Task Description

Reference

Check the configuration data of the Portal Content Directory (PCD)

Checking Configuration Parameters and Reloading Configuration

Configuration for the Portal Content Directory

Configure the display of the Portal Catalog

Customizing the Portal Catalog

Define zones in your cluster environment and map portal content to these zones to isolate certain parts of the portal that may cause problems

Defining Workload Distribution

Enable the self-registration feature if you want new users to be able to register themselves at logon.

Self-Registration

Disable the ActiveX control

Enabling an ActiveX-Free Portal

Edit portal UI languages available for translation in the Locale service.

Locale Service Properties

Modify the default settings for the Portal Runtime Container.

Configuring the Portal Runtime

Create a customized error message that is displayed instead of the standard portal runtime error message.

Displaying a Customized Error Message

Specify that all open portal windows should close when portal users choose Log Off.

Closing All Portal Session Windows