Setup Procedure for Iris Portal

Step 1: Configure Custom Metadata

• Navigate to Custom Metadata Types in Salesforce Setup.

• Specify the following configuration variables as provided by the Olympus-Grid team:

  • portalName: (Value provided by Olympus-Grid team)

  • pageTitle: (Value provided by Olympus-Grid team)

  • bundleResource: (Value provided by Olympus-Grid team)

Step 2: Setup Digital Experience or Force.com Site

1. Go to Setup → Digital Experiences (or Sites, depending on your licensing configuration).

2. Within the appropriate site:

   • Set the Active Site Page to PortalVF.

   • Set the URL Rewriter Class to PortalSiteUrlRewriter.

   • Ensure Active is set to True.

Step 3: Configure Site Guest User Permissions

1. Navigate to the Site Guest User record associated with your portal.

2. Assign the following permissions:

   • Olympus-Grid: Portal Site Guest User

   • Any additional specific permissions required by your configuration.

Step 4: Set the Site Guest User Email Address

1. Open the Site Guest User record in Salesforce.

2. Update the Email Address field to the appropriate email, e.g., [email protected].

Step 5: Verify the Organization-Wide Email Address

1. Navigate to Setup → Organization-Wide Addresses.

2. Verify that the same email address (e.g., [email protected]) exists and is verified.

Step 6: Create a Self-Signed Certificate

1. Navigate to Setup → Certificate and Key Management.

2. Click Create Self-Signed Certificate.

3. Name the certificate DefaultKey.

4. Save the certificate.

Step 7: Access the Iris Portal

1. Navigate to the portal URL.

2. Sign in using the appropriate credentials.

Step 8: Update Identity Settings

1. In Salesforce, navigate to the Identity__c record associated with your user.

2. Set the field SuperAdmin to true.

Step 9: Verify SuperAdmin Access

• Log in to the Iris Portal and confirm that you have SuperAdmin access.

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This procedure should ensure a successful setup of the Iris Portal. Let me know if you need further assistance or clarification!