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The XBRL portal must now be configured to allow communication with the XBRL processing service and access to the XBRL cache.

Manual setup via web.config

Open the local application path of the portal by right-clicking on the application in the IIS Manager and open the path in Explorer.

In order to be able to edit the settings, the access rights to the configuration file must now be adjusted. Open the properties menu with a right click on the file "web.config".

The permissions must be adjusted as described in the chapter Setting up the XBRL Cache. The file can then be opened and edited with the editor.

In the first step the entry <add key="XbrlSettingsFilePath" [...]> must be found and changed. Enter the absolute path of the file "SmartXBRLSettings.xml" copied in the chapter Setting up the XBRL-Cache in the value field. If these instructions were followed, this is the same:

  • C:\inetpub\XBRLData\SmartXBRLSettings.xml

In the second step, the address of the XBRL processing service must be made known to the portal. To do this, the value address in the <endpoint [...]> entry is adjusted according to the address assigned to the service in the chapter Import of an Application (for example, http://localhost:1337/XbrlProcessingService.svc).

After both changes, the file can be saved and closed. Further settings can be made in the application.

Single Sign-On with Active Directory

The configuration setting DisableSso defines whether the user is automatically logged in directly with his Windows account or asked for his local user credentials when accessing the Portal. It must be set to "false" for Single Sign-On. The system setting AdAuthenticationDomain can be used to set the Active Directory domain. The Active Directory roles can be assigned to the application roles available on the XBRL portal in the menu item Master Data → Users and Roles in the "Roles" area.

Setup via the IIS Configuration Manager

After a click on the corresponding application in the IIS, the configuration manager can be opened. The "appSettings" area must then be selected in the configuration editor.

An overview of the existing settings and possible values in the configuration file is given in section Application Settings.

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