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portier Vision Setup and Installation Manual

Installing portier Vision 5 & Setting Up the Database Connection Overview This guide walks you through the installation of portier Vision 5 and the initial database setup using the portier Vision Companion.

 

Please download the portier version here:

portier Vision Full-Version - Please download this for a fresh installation

portier Update-Version- Please download this version to update your existing                                                portier Vision 5 installation.

 

Prerequisites

  • Ensure you have administrator rights on your system
  • Ensure you have the “DB Owner” role on your database
  • Have your license data ready (sent via email)

 

 

2. Start Installation

Click “Next”(weiter) to proceed

 

Accept the license and user agreement(Annehmen)

 

Select “Install for all users”(Alle Benutzer)

 

3. Select Installation Components

A new window will appear where you can choose what to install.
Select the required components based on your setu

4. Choose Installation Directory

You can install portier Vision 5 in one of the following directories:

  • C:\Portier\Vision5
  • D:\Portier\Vision5

 

 

5. Complete Installation

The installation process will begin

Once finished, the installation is complete

After installation:

  • Navigate to the Vision 5 folder


 

Open the portierVisionCompanion

Database Configuration in portier Vision Companion

In the portier Vision Companion, you can configure the connection to your database.

  • Enter your SQL Server credentials
  • Run a connection test
  • If successful, click Save

MSQL:

Windows Login:

 

MSQL Normale Authentifizierung:

 

MSQL Configuration

Windows Authentication

Use your Windows login credentials.

SQL Server Authentication

Configuration:

  • DB Type: MSQLSERVER
  • Schema: dbo
  • Host:
    • Local: server name
    • Network: IP address,1433
  • DB Name: usually portier
  • Username: SQL Server username
  • Password: SQL Server password
  • TLS/SSL:
    • Enable only if a valid certificate is configured on your SQL Server

Alternatively, you can enable Windows Authentication instead of using username/password.

Security Options

DPAPI (Data Protection API)

DPAPI is a Windows-based encryption service used to securely store sensitive data.

  • If DPAPI is enabled:
    • Settings are encrypted and stored in the portierVision.ini file
    • The file cannot be shared across clients
  • If using a Shared Key (AES-GCM encryption):
    • The portierVision.ini file can be securely shared between multiple clients

 

Firebird:

Firebird Configuration

If you are using Firebird, the fields are usually prefilled.

  • Host: localhost or server IP (if hosted on a network server)

 

 

 

Reports Setup

If you selected Reports during installation:

  • On first startup, you will be asked whether to import reports
    • Click Yes → if no reports are installed yet
    • Click No → if reports already exist
      • In this case, delete old reports from the portier folder if necessary

 

License Activation

  • Enter your license data received via email

 

Offline License Option

If you:

  • Use a proxy server, or
  • Do not have internet access

You can request an offline license from our team.

⚠️ Note: Offline licenses must be renewed annually

 

Required Network Access

To enable license validation, please allow access to the following domains via port 443:

Chargebee:

  • portier.chargebee.com
  • app.eu.chargebee.com

SendGrid:

  • sendgrid.com

 

First Login

  • Username: START
  • Password: START (case-sensitive)

 

 

 

 

 

Notes

  • Customers using Standard or Plus (Firebird) can perform the installation самостоятельно
  • Customers using Plus (SQL) or Professional typically have the Business Package, which includes:
    • Installation
    • SQL database setup with a portier expert