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Added Configuration Portal Installation Guide (#239)
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---
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title: "Add Configuration Portal to CORTEX"
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linkTitle: "Add Configuration Portal to CORTEX"
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description: "Information about pre-installation steps and installation instructions for the {{% ctx %}} Configuration Portal for {{% ctx %}}."
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weight: 50
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---
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{{< alert title="Important" color="warning" >}}
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This guide currently only describe how to add the {{% ctx %}} Configuration Portal to an existing Web Application Server with {{% ctx %}} Gateway installed. For any other installation scenario, please contact {{< ahref path="Cortex.ServicePortal.MainDoc" title="CORTEX Service Portal" >}}.
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{{% /alert %}}

content/en/docs/2025.3/getting-started/on-premise/add-configuration-portal-to-cortex/installation.md

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---
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title: "Post-Installation"
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linkTitle: "Post-Installation"
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description: "Information about the steps required to be completed after the installation has finished."
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weight: 50
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---
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This guide describes how to perform the steps to verify the installation of the {{% ctx %}} Configuration Portal. Please ensure that the [Installation][] has been completed before starting this section.
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[Installation]: {{< url path="Cortex.GettingStarted.OnPremise.AddConfigurationPortalToCortex.Installation.MainDoc" >}}
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---
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title: "Try it out"
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linkTitle: "Try it out"
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description: "Information about trying out {{% ctx %}} Configuration Portal for the first time."
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weight: 10
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---
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# {{% param title %}}
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This guide describes how to try out a new {{% ctx %}} Configuration Portal installation to make sure it is working.
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## Test access to Configuration Portal
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1. Open a web browser and navigate to `<protocol>://<host>:<port>/<webapplicationname>`, e.g. `https://sever.domain.com/configurationportal`.
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1. Log in using your Active Directory credentials. Ensure that the account you are using is a member of one of the Active Directory groups specified during installation.
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## Test adding a new Configuration Container and data
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1. Once logged in, you should be able to add a container by doing as follows:
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1. Click on the `+ Add Container` button.
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1. Fill in the `Name` field with the value `TestContainer`.
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1. Click `Confirm` to create the container.
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1. Click the container you just created.
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1. Using the values of the table below, add data to the created container as follows:
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| Name | Value | Type |
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|---------------|------------------------|---------|
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| `TestText` | `This is a test value` | Text |
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| `TestInteger` | `22` | Integer |
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| `TestBool` | `true` | Bool |
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| `TestObject` | `{"test":22}` | Object |
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1. Click on the `+ Add Parameter/Value Pair` button.
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1. Fill in the `Name` and the `Value`.
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1. Select the `Type`.
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1. Click `CONFIRM` to add the parameter/value pair.
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{{< alert type="note" title="Note" >}}
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The {{% ctx %}} Configuration Portal should be treated as a repository of sensitive information which will most likely contain usernames and passwords. We recommend that any sensitive data is {{< ahref path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.Advanced.EncryptText" title="CORTEX Encrypted" >}} before it is added to the portal.
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{{< /alert >}}
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## Test exporting an existing Container
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1. You should be able to export a container by doing as follows:
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1. Click on `Home` to navigate back.
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1. Tick the `Export` checkbox next to the container you created in the previous section.
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1. Click on the `Export Containers` button.
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The file should be downloaded to your computer.
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## Test importing an existing Container
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1. Modify some parameters from the `TestContainer` by doing as follows:
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1. Click on the `TestContainer` to open it.
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1. Click on the `Delete` button for `TestText`.
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1. Confirm the deletion by clicking `OK` on the pop-up.
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1. Click on the `Edit` button for `TestInteger`.
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1. Change the value to `33`.
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1. Click `CONFIRM` to save the changes.
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1. You should be able to import a container by doing as follows:
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1. Click on `Home` to navigate back.
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1. Click on the `Import Containers` button.
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1. Select the previously exported container `zip` file.
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1. Click `Open` to load the container.
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1. On the confirmation page, click `IMPORT`.
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1. Please confirm the import by clicking the`OK` button on the pop-up.
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1. Verify that the container has been imported by doing as follows:
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1. Click on the `TestContainer` to open it.
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1. Verify that the parameter `TestText` has been re-added and that the value of `TestInteger` retained the modified value of `33`.
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{{< alert type="note" title="Note" >}}
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Once you have successfully imported containers, it is recommended to always delete all the `zip` files.
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{{< /alert >}}
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## Test reading data from Configuration Portal
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1. Open a web browser and navigate to `<protocol>://<host>:<port>/<webapplicationname>`, e.g. `https://server.domain.com/gateway`
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1. Log in using your Active Directory credentials.
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1. Click on the `Dev` charm, then search for `CM-Get-Config`.
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1. Click on the flow `CM-Get-Config`.
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1. Once the flow has opened, in the Settings tab, set the `ContainersNames` property to `["TestContainer"]`.
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1. Add a breakpoint to the `End Flow` block.
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1. Click on the `Run` button to execute the flow.
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1. When the flow hits the breakpoint, click on the `Variables` tab.
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1. Select the variable `ConfigItems`.
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1. Verify that the variable contains the data you added in the previous section, it should look like the following:
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``` json
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{
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"Parameters": [
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{
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"ParamID": "e440c1ee-29ee-4b70-9660-60f518a10339",
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"ParamName": "TestInteger",
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"ParamValue": 33
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},
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{
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"ParamID": "5f760269-41e4-4f99-8b82-96ac1ccfbb49",
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"ParamName": "TestBool",
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"ParamValue": true
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},
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{
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"ParamID": "e967217d-4ca0-4a77-b357-2b3ccf1335d7",
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"ParamName": "TestObject",
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"ParamValue": {
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"test": 22
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}
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},
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{
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"ParamID": "b0cedd5c-e832-4fd2-8292-462be9b0ab71",
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"ParamName": "TestText",
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"ParamValue": "This is a test value"
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}
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]
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}
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```
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---
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title: "Pre-Installation"
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linkTitle: "Pre-Installation"
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description: "Information about the steps required to be completed prior to starting the installation."
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weight: 20
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---
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# {{% param title %}}
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This guide describes how to perform the steps required before starting the installation of the {{% ctx %}} Configuration Portal.
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## Make Installation Artefacts Available
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1. Copy the following artefacts to a folder on the Web Application Server:
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* Cortex Innovation {{< version >}} - Configuration Portal.zip
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1. Extract the `Cortex Innovation {{< version >}} - Configuration Portal.zip` file to a folder with the same name.
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## Next Steps?
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1. [Installation][]
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[Installation]: {{< url path="Cortex.GettingStarted.OnPremise.AddConfigurationPortalToCortex.Installation.MainDoc" >}}
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---
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title: "Requirements"
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linkTitle: "Requirements"
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description: "Information about the requirements required."
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weight: 10
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---
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# {{% param title %}}
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The requirements for an installation of the {{% ctx %}} Configuration Portal are laid out in this guide. These must be considered before undertaking installation.
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{{< alert color="warning" title="Important" >}}
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The Configuration Portal must be installed on the Web Application Server where {{% ctx %}} Gateway is installed. For any other installation scenario, please contact {{< ahref path="Cortex.ServicePortal.MainDoc" title="CORTEX Service Portal" >}}.
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{{< /alert >}}
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## Domain Requirements
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The server must be on a domain and cannot be a domain controller.
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## Active Directory Requirements
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For Gateway, only Windows domains with an Active Directory domain controller running Active Directory Domain Services are supported.
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Supported versions of Active Directory are listed below:
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| Version | Verified? | Supported From | Supported Until |
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|------------------------|-----------|---------------------|-----------------|
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| Windows Server 2016 | | {{% ctx %}} v2025.3 | To be evaluated |
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| Windows Server 2019 || {{% ctx %}} v2025.3 | To be evaluated |
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| Windows Server 2022 | | {{% ctx %}} v2025.3 | To be evaluated |
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## DNS Requirements
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The installation requires IP to hostname resolution to be available. Please ensure that you have the appropriate pointer (PTR) records configured on the DNS server for the server.
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## Web Browser Requirements
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Gateway supports the latest versions of the following browsers:
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* Chrome
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* Edge
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* Firefox
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## Security Requirements
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### Installation User
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A domain user with the necessary administrative permissions to log on to the Configuration Portal host server via Remote Desktop and execute PowerShell scripts.
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### PowerShell User
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A service user with the necessary permissions to execute PowerShell scripts on the {{% ctx %}} platform, and has right to query Active Directory.
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### Domain Groups
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The Active Directory groups to which access to the Configuration Portal should be granted must be known prior to installation.
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## Next Steps?
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1. [Pre-Installation][]
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[Pre-Installation]: {{< url path="Cortex.GettingStarted.OnPremise.AddConfigurationPortalToCortex.PreInstallation" >}}
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---
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title: "Add Configuration Portal to CORTEX"
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linkTitle: "Add Configuration Portal to CORTEX"
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description: "Information about pre-installation steps and installation instructions for the {{% ctx %}} Configuration Portal for {{% ctx %}}."
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weight: 50
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---
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{{< alert title="Important" color="warning" >}}
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This guide currently only describe how to add the {{% ctx %}} Configuration Portal to an existing Web Application Server with {{% ctx %}} Gateway installed. For any other installation scenario, please contact {{< ahref path="Cortex.ServicePortal.MainDoc" title="CORTEX Service Portal" >}}.
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{{% /alert %}}

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