Portessa Portal Builder

Secure, Easy to Use Customer Portal Development Tool

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Portessa Portal Builder Details

Portessa™ Portal Builder is an integrated website design tool that uses the popular WordPress platform, themes, and design standards to build websites with enterprise level data integration from most backend databases and systems. This set of plugins for WordPress connects to the HELM RESTful Data Engine API on the backend to give full system data integration. This allows for the creation of a client portal that can be used in a variety of different ways to further expand your business’ accessibility, including but not limited to: partners, remote warehouses, field offices and clients.

How Can Portessa Portal Builder Help my Company?

Humanitarian Software LLC has created a number of pre-defined starter templates for typical nonprofit/disaster relief Portals. These templates provide a ready to use starting point for your field operations, remote warehouses, and Partner Portals. Additionally, you or the development staff at HS LLC can personalize and expand on these templates to build portals that meet your specific needs and showcase your organizations branding.

Typically we see two primary ways in which portals are used to expand the capabilities of our clients. One is to offer simple, easy to use functionality to field offices, emergency response teams, remote warehouses, and other organizational staff out where boots are on the ground.

The other, very popular application is for partner portals. These portals offer a number of benefits for both your organization and the Partner. For you, it will offload data entry work such as application entry and processing, product offer distribution and other data entry tasks. For the Partner it will give 24/7 access to ordering products, tracking shipments and much more.

HS LLC utilizes our easy to use, yet secure Portessa™ Portal Builder to design and host these portals. Portessa™ is co-developed with our sister company, Orange Horse Technology, and integrated as part of our product offering.

What is a Portal?

Portals are websites that offer your customers (clients, partners, vendors), or internal employees real-time, 24/7 access to your host systems. This electronic gateway allows authorized users to access records, update accounts, build orders, or do other data sharing operations over the internet via their web browser. While the possible applications are almost limitless, typical applications include online ordering, shipment tracking, customer self-service, technical support, and much more.

Client Portals are portals that are focused on giving your customers and clients secure access to their data and operations within your company. The Portessa™ Portal Builder is designed primarily to be a tool to create and power high quality Client Portals. The advantages to offering your clients real-time system access via the web are many. Not only is the time and effort of data entry moved from your staff to the customer, saving labor in your facility, but most customers now prefer to do tasks such as product searches or shopping on the web.

Another primary goal in developing the Portessa™ Portal Builder is to provide a truly generic solution creation tool. Portessa™ Portal Builder is not limited to one type of solution (like say a support desk system), but rather it is designed to support most any type of data embedded website or portal design. The applications that can be created with Portessa™ Portal Builder are virtually unlimited.

Ease of Use

WordPress is reportedly the easiest and most popular website management or blogging system in use on the Web, supporting more than 60 million websites. The immense popularity of the WordPress front end website platform was the primary reason our Portessa™ Portal Builder was designed as a WordPress plugin. The Portessa™ Portal Builder installs and operates using these same popular standards. This allows you to take advantage of countless available themes, templates, plugins, and other options available in the WordPress community and integrate them in your new portal sites.

The Portessa™ Portal Builder integrates into your WordPress site in several places, adding several features. The primary design features added are focused into two distinct areas: Form building and Free-form design.

Form Builder
  • creates a data rich form tied to a single shortcode that can be dropped anywhere at anytime
  • create a new form, select one or more tables to link in, and save as a template shortcode
  • can drag and drop many data bocks like html blocks, action buttons and more in a responsive grid on the form
  • can select or define detailed properties on any element on the page
  • can choose allowed functions for the form, such as edit, insert, etc.
Free-Form Plugin
  • more advanced, allows more control over placement and use of data elements in page designs
  • start by creating a new form and select one or more data tables to link in
  • now any data linked to results can be placed free form as shortcodes in the page design
Security Manager
  • more advanced, programmers can directly access the RESTful Data Engine API
  • provides a secure way to access and integrate data into an array of popular web development tools and programming languages

Front End

The front end component of Portessa™ Portal Builder is a WordPress plugin which adds tools to design forms or free-form pages with integrated data elements. The form page builder gives you the ability to link one or more data tables, design forms that support displaying, editing, validation, and inserting of data to your host system. The free-form page builder gives the ability to access data elements from your tables in individual shortcodes that can be placed anywhere on your pages. More advanced features include the ability to add actions and buttons to recall, save, insert data, as well as call host API functions, make SQL queries, and call stored procedures.

Back End

The back end component of the Portessa™ Portal Builder is our RESTful Data Engine API. This Java based application runs in an independent location and serves as the engine that services secure https REST formatted requests from the Portessa™ Portal Builder (or your custom code). This engine processes the requests and communicates not only with HELM, but also with any JDBC compatible database (such as Oracle, Microsoft SQL, DB2, MySQL, PostgreSQL, and others) to select, insert, update, or delete data. The engine also has API functions to call stored procedures or other database objects in your host system to perform various tasks.

The Portessa™ Portal Builder combines the popular and easy to use WordPress front end with enterprise level secure backend data access. This powerful combination allows organizations to build secure, reliable, and effective portals with a minimal knowledge of web development.

Security

Under the hood of the Portessa™ Portal Builder is our powerful RESTful Data Engine API. This Data Engine provides a secure and reliable connection to your data in a number of ways. First, the Data Engine provides separation between your website and your database. All data requests from the website are sent as encrypted https requests to the Data Engine. Your website has no direct connection to the database. The second area of security lays within the controlled access to the database, which is configured in the Data Engine, not the website.

The RESTful Data Engine API is installed independently of your WordPress website. The Data Engine can reside on a different server from the website, and from the database(s) it is working with. This allows for a variety of firewall and DMZ options to further clamp down on data security. The Data Engine can maintain multiple connections to multiple databases of different types simultaneously.

For the administrator, the Data Engine configuration is a control gateway to database and object access. Access to tables, view, procedures, and other objects is granted in the Data Engine configuration. The front end designer using the tools in WordPress only see the objects you give permission to. The website itself has no direct access or login to your database.

Customer Portal Overview

Customer Portals allow for a truly flexible database integration experience

Customer portals are websites that offer your customers (clients, partners, vendors) real-time, 24/7 access to your host systems. This electronic gateway allows your customers to access records, update accounts, build orders, or do other data sharing operations over the internet via their web browser. While the actual possible applications are almost limitless, typical applications include online ordering, shipment tracking, customs document printing, Track and Trace data access, inventory search and allocation.

Why customer portals?

The advantages are many. Not only is the time and effort of data entry moved from your staff to the customer, saving labor in your facility, but most customer now prefer to do tasks such as product searches or shopping on the web.

Balancing WordPress with RESTful API

Our solution consists of two main components: On the front end is a drag and drop set of plugins for WordPress that let you design pages with live data elements and lists embedded directly in them. On the backend is a secure RESTful data API engine which accesses data in your databases and builds and renders page content to be displayed and presented to your customer.

The architecture of our Portal Designer which utilizes our RESTful Data Engine API offers the best of two worlds. The immensely popular WordPress front end website platform and CMS coupled with a secure and separate data access backend. The RESTful Data Engine not only can access the full database and API of your HELM installation, but can access other legacy database systems.

WordPress is a Flexible Option

The choice to use WordPress as the front end tool was primarily based on the immense popularity of the WordPress platform. With millions of installations, and by far the largest market share of any CMS type website platform, no other solution comes close. With this popularity comes a plethora of choices when it comes to themes, temples, plugins, and other add in modules.

Using the Portal Designer with your HELM system couldn’t be easier. When HELM is installed, the RESTful Data Engine API is automatically available. Your HELM system administrator simply grants access to the tables and procedures that you choose to use in your portal. Then the rest is done in WordPress. With your WordPress installation in place, simply add the Portal Designer plugin and you are ready to build forms and pages with the data from your HELM database.

Image Courtesy of Open Source CMS