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xxvi Introduction


Some of the early leaders in this space are no longer leaders and some
have completely disappeared. On the other hand, many of the large players
including IBM, Microsoft, Oracle, BEA, and SAP offer portal products”
products that are mature, complete, and very functional.
It is no secret that IBM has been very aggressive and extremely successful
with the WebSphere family of products. The WebSphere Application Server
started with no market share and today dominates the J2EE application
server landscape world; according to some market reviews it has passed
BEA WebLogic to become the market share leader. What is less well known is
that the same has been happening in the portal space with WebSphere Portal
quickly becoming a leader in the portal server space. In fact, WebSphere
Portal has the highest new adoption rate within large corporations and is
being used within more and more projects and across all industry verticals.
If you are among the many people involved in these portal projects, this
book is for you. While WebSphere Portal is a mature product, it is also a
highly complex and more specialized one, which means that there are less
available resources for you to rely on. It supports many functions and you
can use it to do a great number of things and in many ways. This complexity
has the unfortunate side effect that WebSphere Portal is not easy to master.
The goal of this book is to ease this pain, that is help you master WebSphere
Portal.


Overview of the Book and Its Goals
This book will teach you how to install, use, administer, manage, and im-
plement a WebSphere Portal V.5 environment. It will also teach you how to
develop and deploy portlets (implementing your custom functionality) on
a WebSphere Portal V.5 infrastructure. The focus is not only on developers,
but also on administrators, architects, and managers involved with Web-
Sphere Portal projects. If you are a developer you will make the most of this
book if you have a Java development background. However, because the
focus is on portlets and the inner functions of the portal server, even people
with less-than-perfect Java skills will bene¬t from the book.
Because portals are normally found in business applications environ-
ments with a high degree of complexity, the book also shows you how to
address the interaction between the portal and other elements in the en-
terprise. Portal applications are not islands of functionality”if anything
they are the fabric that forms the bridges. Therefore, you will learn not only
about the portal as a server but also how it interacts with components such
as LDAP servers, Enterprise Applications, mobile devices, and even other
(vertical) portals.
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Introduction xxvii


How This Book Is Organized
In order to master WebSphere Portal V.5, the book will take you through
a series of topics starting with those focused on the portal itself and cul-
minating with topics that discuss how the portal ¬ts in within enterprise
environments.
You will ¬rst learn how to install and customize the portal, as well as
how to migrate existing environments to version 5. Next you will learn how
to administer and manage portals, including de¬ning portlets, pages, and
user interface properties. You will also learn how to use personalization,
collaboration, search, document management, and content management
within WebSphere Portal V.5. The third set of chapters of the book discuss
portlets and show you how to use the portlet API, how to develop portlets,
and how to use various development frameworks that make this an easy
task. Finally, the last part of the book focuses on WebSphere Portal V.5 within
the enterprise environment and shows you how to address topics such as
high availability, security and single-sign-on, identity management, Web
services, Enterprise Applications, and mobility.
The book starts with an introduction to the WebSphere product family
and a review of what WebSphere Portal is responsible for within the com-
plete product family. You will learn about the three dimensions of Web-
Sphere Portal (WP) experience: the user experience, the developer experi-
ence, and the administrator experience. You will then get an overview of
the WP architecture and what™s new in WP version 5.0.
Chapters 2 and 3 will take you through the installation procedures for
WP 5.0. WP 5.0 greatly improves upon the various WebSphere Portal Server
versions 4.x in terms of installations. If you are using a Windows platform
turn to Chapter 2, and if you are using Linux, turn to Chapter 3. If you are
using other Unix platforms you can start with Chapter 3 and make changes
to the installation procedures based on the WP InfoCenter.
Chapter 4 continues with installation by teaching you how to use Ora-
cle, DB2, or Microsoft SQL Server as the back-end database for your WP
instances. In addition, Chapter 4 takes you through WP 5.0 customization
topics. You will learn how to use WPScon¬g and various con¬guration tem-
plates, how to con¬gure the databases used by WP, and how to con¬gure
WP when using remote access.
In Chapter 5 you will complete the installation topics by learning how
to install and use the WebSphere Portal Toolkit and the WebSphere Portal
Test Environment. You will also learn how to install and activate the Lotus
Workplace Web Content Management modules and Tivoli™s Web Site An-
alyzer. Finally, you will learn how to diagnose and troubleshoot problems
that you may encounter.
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xxviii Introduction


Chapter 6 is the last chapter in the ¬rst part of the book and covers topics
relating to migration to WP 5.0. If you are already using WebSphere Portal
Server 4.x, this chapter will teach you how to upgrade your system to WP
5.0 smoothly and easily. If you are starting fresh on WP 5.0 you can skip
this chapter.
In Chapter 7 you will learn about de¬ning elements within your portal.
You will learn how to create portals and de¬ne pages and how to customize
your portal™s structure.
Chapter 8 continues this theme by teaching you how to tailor the por-
tal™s user interface. You will learn what themes and skins are and how to
de¬ne your own custom style for your portal. You will also learn how to
take existing styles and modify them rather than building new styles from
scratch.
In Chapter 9 you will learn about one of the most important topics sup-
ported by WP: personalization. You will learn about the various personal-
ization features within WP 5.0, how to use rule-based personalization, and
how the personalization API can help you with advanced personalization.
Chapter 10 focuses on portal administration and reviews all of the main
administration tasks that you will be required to do when maintaining your
portal. You will learn about the WP settings, permissions, and access control
and in each topic you will see how to perform the main administration tasks.
Chapter 11 reviews document management and content management
within WP 5.0. Like personalization, these topics are often synonymous
with portals and the chapter will walk you through some of the main tasks
you may need to perform, such as setting up work¬‚ows, creating content
templates, and categorizing content.
Chapter 12 goes on to complete the second part of the book by intro-
ducing you to collaboration and to search. You will learn how to use col-
laboration components”whether they are Lotus components or Microsoft
components. You will also learn how to implement search within your por-
tal, manage search taxonomies and categorizations, and set up extended
search capabilities.
In Chapter 13 you will learn about portlets and the focus turns to the
development of custom functionality to be deployed within your portal.
You will learn about the portlet container and the portlet life cycle and will
see how to use portlet con¬guration objects, portlet requests, and portlet
responses. Finally, you will learn about the portlet event model.
Chapter 14 continues with portlets and focuses on the portlet API. You
will learn about the JSR 168 API and the various portlet APIs at your dis-
posal. You will learn about the portlet processing model, URI addressability,
and about services and objects.
In Chapter 15 you will see how easy it is to develop portlets using Web-
Sphere Studio and the embedded Portlet Toolkit. The chapter (along with
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Introduction xxix


Chapter 16) takes you through a complete development cycle using an ex-
ample poll portlet. Chapter 16 continues with the poll portlet and show you
how to implement the controller and action classes, and how to build the
view classes and take care of the model classes.
Chapter 17 teaches you how to develop the poll portlet using the JSR 168
API”providing you will a full arsenal of development techniques that you
can use in your environment. The chapter also teaches you how to debug
your code and how to use trace logging as part of the development life
cycle.
Chapter 18 completes the development part of the book by teaching you
how to use the struts portlet framework. Struts is the de facto Web appli-
cation framework in Java server environments and it is very likely that
you will develop portlets that make use of struts™ Model-View-Controller
paradigm. You will learn how to build both the Web deployment descriptor
and the portlet deployment descriptor and how to set up the struts con¬g-
uration ¬le. You will then revisit the poll portlet and see how it would look
within a struts environment.
Chapter 19 moves on from a development focus to address authentication
issues and how you can integrate an LDAP environment into your WP 5.0
servers. You will learn how to con¬gure your portal to connect to your
LDAP servers and how to implement enterprise identity management.
Chapter 20 continues with this theme and addresses the larger issue of
single-sign-on and identity management when using WP 5.0 with either
Netegrity SiteMinder or Tivoli Access Manager. You will learn how to con-
¬gure WP 5.0 to use each of these platforms and the issues you need to
think about when doing such a deployment.
Chapter 21 goes on to provide you with planning and implementation
skills that will help you set up WP 5.0 in a high-availability environment.
You will learn about WP clusters and how to build clusters supporting either
vertical or horizontal scaling. You will learn how to con¬gure a clustered
environment and how to deploy portlets in such an environment.
Chapter 22 is all about Web services in the context of WP 5.0 After a
very quick review on Web services you will learn about remote portlets.
You will then learn about two methods for using Web services within a WP
environment and for each method you will see what con¬guration tasks
and what development tasks you may need to do within your portal.
Chapter 23 is one of the longest chapters in the book and addresses the
issue of integrating external applications into WP. In this chapter you will
learn what integration options are available and for each category you will
learn what needs to be done. You will learn about using adapters to integrate
back-end systems with portlets, using middleware connectors, and about
the Portal Application Integrator. You will also learn how to set up back-
end single-sign-on and about the Credential Vault service. You will then
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xxx Introduction


learn about front-end integration techniques such as Web Clipping and
Web embedding as an alternate integration strategy.
The last chapter in the book, Chapter 24, shows you how to support users
who do not only use PCs and desktop Web browsers but rather use mobile
and wireless devices to access functionality deployed through WP. You will
learn about Transcoding Technologies and about WebSphere Everyplace
Access as an enabler for supporting mobile users.
The following table shows the chapters that will be of most interest to
portlet developers, portal administrators, portal implementation specialists
and enterprise architects:

ROLE FOCUS CHAPTERS
Portlet developer 13, 14, 15, 16, 17, 18, 22

Portal administrator 4, 5, 6, 10, 19, 20, 21, 22, 23

Portal implementation specialist 7, 8, 9, 10, 11, 12, 19, 20, 21, 23, 24

Enterprise architect 19, 20, 21, 22, 23, 24



Summary
This book is about mastering WebSphere Portal V.5. If you are just starting
with WebSphere Portal, we recommend you read the chapters in sequence,
starting with the installation of the portal, through the various tasks you will
need to perform, and ending with advanced topics relevant to enterprise
deployment. If you are already familiar with WebSphere Portal, feel free to
jump directly to the chapter that fancies your interest”we wrote the book
in a way that almost all chapters present a topic from start to ¬nish and is
almost self-contained. In any case, we hope that you enjoy the book and
that the book will help you gain mastery over WebSphere Portal V.5.
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PART
I

WebSphere Portal Primer




1
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2
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