Each Portal uses the same infrastructure. So, whether you're implementing one Portal or the full suite, the process for implementation is the same, as outlined below.

New Installations

1. Prepare for Installation

Before installation can begin, Prepare to install Portals by confirming server hardware and software prerequisites.

2. Install B1WebAPI

B1WebAPI provides portals access to SAP Business One data. Install B1WebAPI for Portal product installation.

3. Install Vision33 Server Tools

Vision33 Server Tools enables licensing and meta-data deployment. Install Vision33 Server Tools for Portal product installation.

4. Apply Licenses

Request and Install a License using Vision33 Server Tools. Applying a license will install meta-data and permit the Manager Add-On to run.

5. Install the Manager Add-On

The Manager is the add-on component for SAP Business One. It enables configuration and query management. Install the Manager Add-On for every Portal product implementation.

6. Install Portal Websites and Configure Basic Settings

Alternatively, you may wish to manually install a website: Install Portal Website Files Manually.

7. Configure Logging

Logging is recommended for the Portals, so each portal includes Log4Net logging. Log4Net logs error information when issues arise in the portals or their supporting services. Configure Logging for all Portal products.

Upgrades

Upgrades require additional work versus a new install, otherwise, existing configuration and data may be corrupted. To avoid issues during an upgrade, review the steps below.

Upgrade Version Chart

Versions prior to 91.4 require an upgrade to all components. For versions higher than 91.4, refer to the chart below to determine which components need to be upgraded.

For a full list of older version components, see Technical Reference: Upgrade Chart for All Versions.

Portal Upgrade Version Chart - Required   - Recommended   - None
SP4
(B1 9.1)
SP0
(B1 9.2)
SP1
(B1 9.2)
SP5
(B1 9.2)
B1WebAPI Upgrade Required No upgrade required No upgrade required Upgrade Recommended
Vision33 Server Tools Upgrade Required No upgrade required No upgrade required No upgrade required
Vision33 Server Tools (Meta-data only) Upgrade Required No upgrade required Upgrade Required Upgrade Required
Customer Portal Upgrade Required No upgrade required Upgrade Required Upgrade Required
Employee Portal Upgrade Required No upgrade required Upgrade Recommended Upgrade Required
Vendor Portal Upgrade Required No upgrade required No upgrade required No upgrade required
Workflow Portal Upgrade Required No upgrade required No upgrade required No upgrade required

1. Prepare for an Upgrade

Prepare for an Upgrade. Review all relevant components before proceeding with the upgrade. Each product has its own notes.

2. Upgrade B1WebAPI

As of Service Pack 4 for B1 9.1 (version 91.4), B1WebAPI does not require an upgrade for every version. If you are starting on an earlier version, B1WebAPI must be upgraded. If you are on a later version, review the Upgrade Version Chart above to determine whether B1WebAPI must be upgraded.

If an upgrade is required, follow the instructions for Installing B1WebAPI.

3. Install or Upgrade Vision33 Server Tools

If you are upgrading from Service Pack 3 for B1 9.1 (version 91.3) or earlier, Vision33 Server Tools is a new component that requires a new installation.

For later versions, review the Upgrade Version Chart to determine whether Vision33 Server Tools must be upgraded.

If installation or upgrade is required, see Installing Vision33 Server Tools

4. Upgrade Meta-Data and Confirm Licensing

After an upgrade, licensing may need to be re-applied using Vision33 Server Tools.

Meta-data updates may be required. This can be identified in Vision33 Server Tools. Use Vision33 Server Tools to load the most recent meta-data and confirm licensing.

See Requesting and Installing a License.

5. Upgrade the Manager Add-On

When upgrading the Manager Add-On, follow the instructions for Installing the Manager Add-On. The Manager Add-On may optionally be uninstalled before following installation instructions, otherwise the add-on will simply be upgraded in-place.

6. Upgrade the Portal Websites and Configure Basic Settings

Prior to upgrading the Portal Websites ensure you have reviewed the preparation step 1 above (Prepare to Upgrade Portals). Follow those steps to avoid data corruption.

  • Upgrade Customer Portal. Choose the install option to install “zed B1 Customer Portal”, then follow the instructions for Installing Customer Portal. This is necessary for upgrades of base Customer Portal, B2B Marketplace or Order Pad.
  • Upgrade Employee Portal. Choose the install option to install “Employee Portal”, then follow the instructions for Installing Employee Portal. This is necessary before upgrades to base Employee Portal, Sales User or Expense User.
  • Upgrade Vendor Portal only as required, and follow the instructions for Installing Vendor Portal. Verify whether your version requires an upgrade before proceeding.
  • Upgrade Workflow Portal as required, and follow the instructions for Installing Workflow Portal. This is necessary to upgrade workflows for Interconnect.

Alternatively, you may wish to manually install website files prior to upgrade. To do this, follow the installation instructions: Install Portal Website Files Manually.

7. Configure Logging

Logging is recommended for the Portals, so each portal includes Log4Net logging. Log4Net logs error information when issues arise in the portals or their supporting services. Configure Logging for all Portal products.