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role to pass permissions to its children. If you uncheck the box, you are basi-
cally blocking the role from inheriting or propagating (based on which box
you unchecked). However, the portal also provides traversal support. For
Pages and URL Mappings resources, you can navigate to the resource even
if you are blocked from the parent resources. You can view the navigation
entities but you cannot see the contents.
When you click Edit Role when assigning a role to a resource, you can
explicitly add or remove a user or user group from the role associated with
the resource.
You can also change the ownership of a page by clicking Display/Modify
Owner. When you create a resource, you automatically become the initial
owner of that resource. As the owner you have permissions equivalent to
the Manager role.
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Another unique resource available to you is private page. Private page is
created by Privileged User by personating a nonprivate page and optionally
creating new private pages underneath it. Only the owner can access the
private page.
Under User and Groups Permission, you can indicate whether a role is
explicitly assigned or inherited. You click User if you want to de¬ne per-
missions for an anonymous user, since all other users are part of the group;
authenticated user. To get a sense of how this can be done, do something
controversial: allow any user to have a Manager role with the Web Clipping
Portlet. To do so, perform the following steps:

1. Click User and Group Permissions under Administration page.
2. Click User.
3. Click Select Resource Type associated with anonymous portal user.
4. Click a resource type such as Portlets.
5. Click Assign Access associated with the resource such as the Web
Clipping Editor Portlet.
6. Check the box associated with Manager.

Here is a more practical example. You are going to explicitly assign per-
mission to everybody in the staff group to create, modify, or delete pages
under My Portal.

1. Click User and Group Permission.
2. Click User Groups.
3. Besides staff, click Select Resource Type.
4. Click Pages.
5. Click Content Root.
6. Besides My Portal, click Assign Access.
7. Check the Manager Role box.

Credential Vault
If you are using a single-sign on package, sharing credentials amongst your
portlets, or passing credentials to your back end, you will need to set up
your Credential Vault. A Credential Vault is a repository that stores cre-
dentials such as private keys, user IDs, passwords, and certi¬cates. Vaults
are then segmented into two partitions: administrator managed and user
managed. Vault slots are part of a vault segment and are used to store and
retrieve credentials. For administrator managed, you access the Credential
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196 Chapter 10


Vault portlet on the Administrator page. With this portlet, you can do the
following:
1. Add a vault segment.
2. Manage a vault segment.
3. Add a vault slot.
4. Manage system vault slots.
Chapter 20 will go into further detail on Credential Vaults.

Web Clipping
Under the portlets administration section, you will ¬nd a very useful feature
called Web Clipping. Web Clipping allows you to quickly create a portlet
that is composed of speci¬c portions of Web site content. Of course, it can
also be the content of a browser-based application so long as it can be
accessed by a URL. The design concept of Web Clipping is to allow you to
extract content/documents from sites that were designed to be displayed
on desktops and allow the information to be displayed on other devices
(such as PDAs) that have more display restrictions.
Web Clipping has certain limitations. Clipping decisions are based on the
hierarchical format of the HTML tag structure so pages with JavaScript will
cause irregular results. Also pages with Frames and double-byte character
set support will not display correctly. Lastly old browsers such as Netscape
Communicator and Navigator 4.7 or Internet Explorer 5.0 will also generate
display irregularities. Even with these limitations, Web Clipping is very
useful.
You also need to be aware of how the clipping portlets handle cook-
ies. Normally clipping portlets preserve cookies set on the server side. If
you need to preserve them on the client side, then go to Administration
➪ Portlets ➪ Manage Portlets ➪ Modify Parameters and specify the cookie
on the con¬guration parameter. For instance, if you wanted to capture the
cookie name and password on the client side then you would set the con-
¬guration parameter to:
ClientCookies = name, password

You should be aware of a few other items regarding Web Clippings, which
the WebSphere Portal InfoCenter goes into greater detail. Refer to this doc-
ument if you need to change the restart settings, override precon¬gure
settings, or specify a clipping portlet caching timeout.
Now it™s time to learn how to create a Web Clipping, see Figure 10-10.
For example, extract a portion of the Service page of the Rigor Consultants,
LLC Web site into a portlet (a little bit of self-promotion never hurts):
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Portal Administration 197




Figure 10-10 Web Clipping.



1. Click Portlets under Administration.
2. Click Web Clipping. You will see a page with a list of your Web
Clippings where you can edit them or delete them.
3. Click New Portlet.

This brings you to the Add a Web Clipper function of Web Clipping Ed-
itor. Three ¬elds need to be completed: the name of the portlet (rigor clip),
the fully quali¬ed URL to clip (http://www.rigorconsultants.com/
services.htm), and the description of the clip (Rigor Consultants, LLC
Services). By selecting I want to set titles and descriptions
for other languages, you can have the title displayed for different
languages but this implies that you have enabled multilanguages.
If you want to select the entire page, then just select Next. However, if you
need further control or security, click Advance Options. Advance Options
allows you to do the following:

Modify the clipping type. You can manually select the content type,
keep all the content, or clip between speci¬ed texts. For this example,
click HTML clipping and manually select the text.
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198 Chapter 10


Con¬gure for proxy server by clicking Modifying Firewall Options
Modify authentication options or rules for URL rewriting. See
Chapter 23 for further discussion.
Remove JavaScript by clicking Modify Security Options and then
clicking the check box Remove JavaScript from clipped content.

After you click OK in Advance Options, you will return to Add a Web
Clipper page:

1. Click the Next button and the Clip content will be displayed in the
Web Clipping Editor.
2. Click on the content for Rigor Consultant Services page and the
content is highlighted in yellow. Click Preview and it will display in a
separate window.
3. Click the Next button. If you don™t see the Next, Back, or Cancel
button, the content you clipped was too big and the page bled over
the buttons. After you click Next, the Content Preview page is
displayed.
4. Click the Finish button. A new portlet, clip_rigor, has been created,
active, and ready to be added to a page layout.



Portal Analysis
WebSphere Portal provides a couple of portlets to help analyze and de-
bug your portal. Clicking Portal Analysis ➪ Frequent Users enables you to
determine how many users are currently logged on. The other portlet, En-
able Tracing, allows you to enable or disable trace logging for individual
classes and entire packages.
To trace a class or package, you enter a trace string in the Append these
Trace Settings ¬eld and click Add. This trace string is added to the
shared/app/config/log.properties ¬le. The trace values are writ-
ten to the log ¬le, which is usually stored in a ¬le with a name similar
to log/wps_2003.05.23-15.11.23.log (name changes based on the
time stamp).
The trace string must conform to the grammar:

TraceString := <ClassString>(:<ClassString>)*
ClassString := <ClassName>=<type>=<state>(,<type>=<state>)*
ClassName := a java String
state := [enabled| disabled]
type := [all| low| medium| high]
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Portal Administration 199


This is used to identify the class (or set of classes) to apply the speci¬ed
change. Either this ClassName may be an exact name or it may identify
a point in the class hierarchy class by using the “*” wild card character.
State indicates whether you want trace enabled or disabled for this class.
For instance if you want to trace the World Clock Portlet, you would en-
ter com.ibm.wps.portlets.worldclock.*=all=enabled. Remember that any
changes to the trace setting are only valid for the current running portal.
The type is speci¬ed at the discretion of the programmer imbedding the
trace as low, medium, or high. If you set type to all, the all trace types will
be included.


Summary
This chapter reviewed all the stations of the WebSphere Portal “bridge” and
discussed some of the powerful new features available in WebSphere Portal
V5.0 from URL Mappings, custom names, role permission to Web Clippings.
Also covered were the powerful new features available for searching and
document collection.
In the next chapter we will explore some of the powerful information
management features that are available in Websphere Portal. You will learn
how to use Websphere Portal Web Content and Document Management
components.
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200
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CHAPTER

11
Document and Content
Management within
WebSphere Portal

When you are implementing a portal (or any Web site), one of the key criteria
is that content must be fresh, accurate, complete, and legitimate. To ensure
this, you need a content management tool. WebSphere Portal provides IBM
Lotus Workplace Web Content Management (ILWWCM). ILWWCM comes
as a separate limited licensed product with WebSphere Portal 5.0.2.
WebSphere Portal also comes with Document Manager, a tool that enables
you to create, edit, and share documents with other portal users.
This chapter examines the features of Document Manager and ILWWCM
and shows you how to use these powerful WebSphere Portal tools.



Document Manager
Document Manager is new to WebSphere V5.0. It allows you to create and
edit documents, store them, track changes and comments, and transfer them
to an authorized person. A document is not just a text document but it can
be a PDF, a word document, or a spreadsheet. Actually Document Manager
supports importing over 100 document types. This tool is designed for
business uses and entry level administrative uses. It is not a replacement
for Microsoft Of¬ce or Lotus SmartSuite!
The ¬rst step in creating a Document Manager project is to log on as an
administrator, click on the Document Manager tab, click Con¬gure, and
then click Create.
Enter Project Name and click OK. As shown in Figure 11-1, you will then

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