IBM WebSphere Portal V4.1 Handbook Volume 2

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Front coverIBM WebSphere PortalV4.1 HandbookVolume 2Understand the IBM WebSphere PortalarchitectureStep-by-step installationinstructions for IBM WebSpherePortalImplement new and enhancedcapabilities of IBM WebSpherePortalRufus CredleDenise Hendriks HatzidakisSunil HiranniahGord NigumaDwight NorwoodRoshan RaoBernhard Stimpfleibm.com/redbooks

International Technical Support OrganizationIBM WebSphere Portal V4.1 Handbook Volume 2February 2003SG24-6920-00

Note: Before using this information and the product it supports, read the information in“Notices” on page vii.First Edition (February 2003)This edition applies to IBM WebSphere Application Server Advanced Edition V4.0.2, IBMSecurewayDirectory V3.2.2, IBM WebSphere Personalization V4.0, DB2 Universal DatabaseV7.2, IBM WebSphere Studio Application Developer V4.02, and IBM WebSphere Portal forMultiplatform V4.1.2. Copyright International Business Machines Corporation 2003. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.

ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixThe team that wrote this redbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xBecome a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiComments welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiChapter 1. Portlet development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 Basic definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.1.1 Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.1.2 Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.1.3 Portlet application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.2 Portlet concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.2.1 Portlet objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2.2 Portlet modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.2.3 Portlet states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.3 Portlet development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81.3.1 Development tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81.3.2 Portlet development steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81.4 Available portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Chapter 2. WebSphere Portal administration . . . . . . . . . . . . . . . . . . . . . . . 252.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262.1.1 Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262.1.2 Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272.1.3 Getting started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.2 Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322.2.1 Install Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322.2.2 Manage Portlet Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362.2.3 Manage Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502.2.4 Web Clipping Portlet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582.2.5 Managing Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652.2.6 Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692.3 Portal Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762.3.1 Global Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762.3.2 Themes and Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 782.3.3 Manage Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 872.3.4 Manage Markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Copyright IBM Corp. 2003. All rights reserved.iii

2.3.5 Manage Search Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 922.4 Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 992.4.1 Manage Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 992.4.2 Manage User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1062.5 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1112.5.1 Access Control List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1112.5.2 Credential Vault. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1132.6 Portal Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1142.6.1 Manage Content Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1152.6.2 Content Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Chapter 3. WebSphere Portal customization . . . . . . . . . . . . . . . . . . . . . . 1253.1 General customization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1263.1.1 Customization roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1263.1.2 Portal layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1273.2 Themes and skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1293.2.1 Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1323.3 Work with pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1343.4 Manage Places and Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1373.4.1 Create place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1383.4.2 Manage place properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1403.4.3 Activate/Deactivate place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1413.4.4 Delete place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1413.4.5 Order all places . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1413.4.6 Manage pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1423.4.7 Order pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1493.5 Edit Layout and Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1503.5.1 Adding portlets to a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1533.5.2 Modifying page layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1563.6 Set Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1593.7 Choose Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162Chapter 4. Web Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1654.1 Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1664.1.1 Web Services concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1664.2 Web Services in WebSphere Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1694.3 The WebSphere UDDI Registry and WebSphere Portal . . . . . . . . . . . . . 1734.3.1 Installing the IBM UDDI Registry V1.1.1 . . . . . . . . . . . . . . . . . . . . . 1734.3.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1844.4 Configuring WebSphere Portal with the WebSphere UDDI Registry . . . 1874.4.1 Web Services administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188Appendix A. WebSphere Portal Administration sample code . . . . . . . . 197ivIBM WebSphere Portal V4.1 Handbook Volume 2

Appendix B. Additional material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201Locating the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201Using the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202System requirements for downloading the Web material . . . . . . . . . . . . . 202How to use the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202Abbreviations and acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Related publications . . . . . . . . . . . . . . . . . . . . . .IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . .Referenced Web sites . . . . . . . . . . . . . . . . . . . . . .How to get IBM Redbooks . . . . . . . . . . . . . . . . . . .IBM Redbooks collections . . . . . . . . . . . . . . . . .205205205207207Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209Contentsv

viIBM WebSphere Portal V4.1 Handbook Volume 2

NoticesThis information was developed for products and services offered in the U.S.A.IBM may not offer the products, services, or features discussed in this document in other countries. Consultyour local IBM representative for information on the products and services currently available in your area.Any reference to an IBM product, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product, program, or service thatdoes not infringe any IBM intellectual property right may be used instead. However, it is the user'sresponsibility to evaluate and verify the operation of any non-IBM product, program, or service.IBM may have patents or pending patent applications covering subject matter described in this document.The furnishing of this document does not give you any license to these patents. You can send licenseinquiries, in writing, to:IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A.The following paragraph does not apply to the United Kingdom or any other country where suchprovisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATIONPROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS ORIMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimerof express or implied warranties in certain transactions, therefore, this statement may not apply to you.This information could include technical inaccuracies or typographical errors. Changes are periodically madeto the information herein; these changes will be incorporated in new editions of the publication. IBM maymake improvements and/or changes in the product(s) and/or the program(s) described in this publication atany time without notice.Any references in this information to non-IBM Web sites are provided for convenience only and do not in anymanner serve as an endorsement of those Web sites. The materials at those Web sites are not part of thematerials for this IBM product and use of those Web sites is at your own risk.IBM may use or distribute any of the information you supply in any way it believes appropriate withoutincurring any obligation to you.Information concerning non-IBM products was obtained from the suppliers of those products, their publishedannouncements or other publicly available sources. IBM has not tested those products and cannot confirmthe accuracy of performance, compatibility or any other claims related to non-IBM products. Questions onthe capabilities of non-IBM products should be addressed to the suppliers of those products.This information contains examples of data and reports used in daily business operations. To illustrate themas completely as possible, the examples include the names of individuals, companies, brands, and products.All of these names are fictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.COPYRIGHT LICENSE:This information contains sample application programs in source language, which illustrates programmingtechniques on various operating platforms. You may copy, modify, and distribute these sample programs inany form without payment to IBM, for the purposes of developing, using, marketing or distributing applicationprograms conforming to the application programming interface for the operating platform for which thesample programs are written. These examples have not been thoroughly tested under all conditions. IBM,therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy,modify, and distribute these sample programs in any form without payment to IBM for the purposes ofdeveloping, using, marketing, or distributing application programs conforming to IBM's applicationprogramming interfaces. Copyright IBM Corp. 2003. All rights reserved.vii

TrademarksThe following terms are trademarks of the International Business Machines Corporation in the United States,other countries, or both:Domino SP2 AIX Lotus Discovery Server SP IBM eServer Lotus Notes Tivoli IBM Notes VisualAge MQSeries QuickPlace Wave pSeries Sametime WebSphere Redbooks (logo) Lotus Workflow xSeries Redbooks Lotus Secureway Word Pro SP1 The following terms are trademarks of other companies:ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the UnitedStates, other countries, or both.Microsoft, Windows, Windows NT, Windows 2000 and the Windows logo are trademarks of MicrosoftCorporation in the United States, other countries, or both.Red Hat, the Red Hat "Shadow Man" logo, RPM, Maximum RPM, the RPM logo, Linux Library, PowerTools,Linux Undercover, RHmember, RHmember More, Rough Cuts, Rawhide and all Red Hat-based trademarksand logos are trademarks or registered trademarks of Red Hat, Inc. in the United States and other countries.Linux is a registered trademark of Linus Torvalds.Java and all Java-based trademarks and logos are trademarks or registered trademarks of SunMicrosystems, Inc. in the United States, other countries, or both.C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both.UNIX is a registered trademark of The Open Group in the United States and other countries.SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET SecureElectronic Transaction LLC.Other company, product, and service names may be trademarks or service marks of others.viiiIBM WebSphere Portal V4.1 Handbook Volume 2

PrefaceThe IBM WebSphere Portal V4.1 Handbook is available in three volumes ofRedbooks. This is volume 2.These IBM Redbooks position the IBM WebSphere Portal for Multiplatforms as asolution that provides a single point of interaction with dynamic information,applications, processes and people to help build successfulbusiness-to-employee (B2E), business-to-business (B2B),business-to-consumer (B2C) portals.WebSphere Portal consists of three packaged offerings: Portal Enable Portal Extend Portal ExperienceIn the three volumes of the IBM WebSphere Portal V4.1 Handbook, we coverWebSphere Portal Enable and Extend.The IBM WebSphere Portal V4.1 Handbook will help you to understand theWebSphere Portal architecture, how to install and configure WebSphere Portal,how to administer portal pages using WebSphere Portal; it will also discuss thedevelopment of WebSphere Portal portlets and how to use specific WebSpherePortal applications.Across the volumes of the IBM WebSphere Portal, you will find step-by-stepexamples and scenarios showing ways to rapidly integrate your enterpriseapplications into an IBM WebSphere Portal Server environment usingstate-of-the-art technologies, such as portlets, and implementing new andenhanced capabilities incorporated in the current releases of IBM WebSpherePortal Server offerings, such as access controls and page customization usingthemes and skins.In this redbook, we discuss the administration and portlet development ofWebSphere Portal. In addition, we discuss the use of Web Services.A basic knowledge of Java technologies such as servlets, JavaBeans, EJBs,JavaServer Pages (JSPs), as well as XML applications and the terminology usedin Web publishing, is assumed. Copyright IBM Corp. 2003. All rights reserved.ix

Figure 0-1 The team (left to right), Gord Niguma, Roshan Rao, Denise Hendriks Hatzidakis, Rufus Credle,Sunil Hiranniah, Dwight Norwood, and Bernhard Stimpfle.The team that wrote this redbookThis redbook was produced by a team of specialists from around the worldworking at the International Technical Support Organization, Raleigh Center.Rufus Credle is a Senior I/T Specialist and certified Professional ServerSpecialist at the International Technical Support Organization, RaleighCenter. He conducts residencies and develops Redbooks about networkoperating systems, ERP solutions, voice technology, high availability andclustering solutions, Web application servers, pervasive computing, and IBMand OEM e-business applications, all running xSeriessystems. Rufus’s various positions during his IBM career have includedassignments in administration and asset management, systems engineering,sales and marketing, and IT services. He holds a BS degree in businessxIBM WebSphere Portal V4.1 Handbook Volume 2

management from Saint Augustine’s College. Rufus has been employed atIBM for 22 years.Denise Hendriks Hatzidakis is a managing director and WebSphere Architectwith Perficient, Inc. Denise has a BS in Physics and a BS in Computer Science,as well as an MS in Electrical and Computer Engineering. She joined IBM andspent ten years as a lead developer for VisualAge and WebSphere in variouscapacities. She has recently joined Perficient, Inc., where she makes extensiveuse of her skills as a consultant in WebSphere and J2EE technologies.Sunil Hiranniah is a Software Engineer and works for IBM Developer RelationsTechnical Support Center in Dallas, USA. He has over five years of experience inthe software industry working within various commercial projects. He has wideexperience with WebSphere Portal, WebSphere Application Server, J2EE anddatabases. He has written and published extensively on the WebSphere family ofproducts.Gord Niguma is an IT Specialist for the Vancouver Innovation Centre in IBMCanada. He has six years of experience in the Web development field, workingfor customers such as Air Canada and the NHL Players Association. He holds anMS in Computer Science from Simon Fraser

In the three volumes of the IBM WebSphere Portal V4.1 Handbook, we cover WebSphere Portal Enable and Extend. The IBM WebSphere Portal V4.1 Handbook will help you to understand the WebSphere Portal architecture, how to install and configure WebSphere Portal, how to administer portal pages using WebSphere Portal; it will also discuss the

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Biographies This MSc programme is delivered by academic researchers and industry professionals of considerable expertise and experience. Professor Lorraine Hanlon, BSc MSc PhD MInP Lorraine Hanlon is Associate Professor of Astronomy in UCD and worked at the European Space and Technology Research Centre (ESTEC) in the Netherlands as a research fellow for 4 years. She is an active researcher in .