Let's say you have a Portal running, either in Public or Private Cloud or On Premise. To work on that Portal, you can use the different ToolBox Tools and they all work through a regular Internet Browser. There are some reasons you might want to have a local copy. For example, you want to have a local Test environment. Or you might want to have a local version to develop your own pages and controls. Here's how you can get a local copy of your Portal.
These are the steps to follow
The following steps will take you to your local copy:
Get backups of your Databases
First you need to get backups of the MS SQL Databases on which the Portal is running. How you can download backups of your databases is explained in this post here. Once you have those backups, restore them on your local MS SQL Server.
Pack your Solution
Go to the Portal you want to have on your local machine and open up the Full Editor. At the bottom you will find a button to "Pack your Solution". By doing this, you will get a zip-file containing all the necessary files (the Portal configuration, layouts, exports, custom pages and controls et cetera) for your local copy. Except the databases, but you already covered that in the previous step. Save that zip-file on your local machine, because this is what you will need later on.
Do a local Install
Install the Silver Essence Framework on your local machine. Everything you need for that can be found on our Download Page, including detailed instructions. Once you have completed the installation, you can click the button to "Unpack a Portal".
Unpack the Portal
Once you have clicked the Unpack Portal menu button, you can now select the zip-file you have saved in the previous step. Next, click the Unpack Solution button to start the process.
Edit the Portal
If you file is a valid Packed Solution, it will be extracted and your Portal is almost ready to use. Almost, because the connections on you local machine will be different than on the Instance where the Portal is coming from. So now you will need the connections strings, API keys and such. All the information that is required to connect to the data.
If you don't have that information at hand, don't worry. Your Portal is already saved, but cannot be used yet. You can come back later, when you have the information and continue the process. Just click the Edit Portal button to set up the connections.
Complete your Portal
In the next screen you can complete the Portal by filling out the connection information per Identifier. Just select the Identifier on the left, and fill out the information on the right. Once an Identifier has all the required information, a check will be visible in the list. Once all Identifiers are checked, you can click the Complete button at the bottom of the list.
The unpacked and now completed Portal will be added to your local Instance and is ready to run.