Migrating from Onboarding Portals to the new Portals & Mobile Apps package

Intro

Version 4.16 deprecates the old Portals. This is required as part of our re-branding restructure.

Important

Note that from version 4.16+, we plan on removing all onboarding portal-related objects, fields and thus portals will stop working. Please follow the guide below to migrate existing clients using the existing onboarding portal.

Instructions

Step 1. Install 3B Portals v1.5

Step 2. Upgrade onboarding to 4.16

Step 3. Re-crete the Web Portal and Page records from the Onboarding app to the new Portals app

Step 4. Manually open the old portal builder and copy the HTML from the builder

Step 5. Open the builder in the corresponding page in the new Portals app and paste the HTML copied from Step 4. You might need to make adjustments to properties.

Step 6. Grant the new visualforce page “b3o__P.page” access to the public site used for accessing portals

Step 7. Update all email templates, and references to the old b3o__Portal page. Remove access to the page on the public site used for hosting portals.

Step 8. Go to the new Portals app, go to a Page and edit the page via the App Builder. Click on the publisher component and update the “Portal Page” property in the app builder to point to “b3o__P” (this should be automatically done for you after upgrading to Onboarding 4.16+)