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Liferay Portal 6 Enterprise Intranets

Book Description

Build and maintain impressive corporate intranets with Liferay

  • Develop a professional Intranet using Liferay's practical functionality, usability, and technical innovation

  • Enhance your Intranet using your innovation and Liferay Portal's out-of-the-box portlets

  • Maximize your existing and future IT investments by optimizing your usage of Liferay Portal

  • Clear, step-by-step instructions, practical examples, and straightforward explanations

  • In Detail

    Liferay Portal is the world's leading open-source portal platform built on Java and Web 2.0 technologies. It was designed to not only simplify your work experience but cater to your preferences and needs. With this book in hand, you will be able to solve all your Intranet development-related queries. After all, a solution shouldn't just work—it should work for you.

    This practical guide gives you hands-on experience on using Liferay Portal. It uses the latest in Java, J2EE, and Web 2.0 technologies to deliver solutions for enterprises across both public and private sectors. This book will help you get to grips with Liferay Portal, allowing you to deploy its flexibility in a number of different scenarios to meet your key business needs.

    This book is a complete guide to building an intranet with Liferay—assessing your needs, installing the software, starting using it, deploying portlets, customizing it per your requirements, and training users. The book focuses on leveraging the Liferay framework by configuring the XML files, without changing the underlying Java code. Each chapter gives practical guidance on how to install, use configure, customize, implement, integrate, and enhance Liferay portal. There are many step-by-step examples for better understanding.

    Learn how to implement a complete corporate intranet using the features of Liferay

    Table of Contents

    1. Liferay Portal 6 Enterprise Intranets
      1. Liferay Portal 6 Enterprise Intranets
      2. Credits
      3. About the Author
      4. Acknowledgement
      5. About the Reviewer
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
        7. Errata
        8. Questions
      7. 1. Introducing Liferay for your Intranet
        1. What are we going to build?
          1. Hosted discussions
          2. Collaborative documents using wikis
          3. Team and individual blogs
          4. Shared calendars
          5. Document stores—CMS
          6. Web Content Management—WCM
          7. Personalization and internalization
          8. Workflow, staging, scheduling, and publishing
          9. Social network and Social Office
          10. And more...
          11. Everything in one place
        2. Introducing Palm Tree Publications
        3. Liferay portal framework
          1. Service Oriented Architecture
          2. Enterprise Service Bus
        4. Why use Liferay to build an intranet?
          1. It has got the features we need
          2. It's easy to set up and use
          3. It's free and open source
          4. It will grow with you
          5. It works with other tools
          6. It is based on "standards"
        5. What else can Liferay do?
          1. Corporate extranets
          2. Collaborative websites
          3. Content management and web publishing
          4. Infrastructure portals
        6. Finding more information
        7. Summary
      8. 2. Setting Up a Home Page and Navigation Structure for the Intranet
        1. Experiencing the portal
          1. Getting portal pages
          2. What's happening?
            1. Experiencing portlets
            2. Using the portlet container
            3. How does the portal work?
          3. Working of portlets
            1. Portlet lifecycle
          4. Terminologies, scope, and hierarchy
        2. Setting up the portal
          1. Using the Liferay portal bundled with JBoss 5.x in Windows
          2. Using Liferay portal bundled with Tomcat 6.x in Linux
            1. Clean and restart
            2. Setting up production servers
              1. Setting up domains
              2. Shortening the URL
            3. More options for portal installation
            4. Flexible deployment matrix
        3. Building pages
          1. Adding pages
          2. Removing pages
          3. Adding portlets
          4. Removing portlets
          5. Changing layout templates
        4. Setting up portal pages
          1. Managing pages
            1. Adding a child page
            2. Changing the display order
          2. Editing a page
            1. Multiple languages
            2. Friendly URL
            3. Page icon
            4. Copying pages
          3. Deleting a page
          4. Changing the look and feel: themes
        5. Customizing portlets
          1. Portlet Look and Feel
          2. Setting up portlet configuration
        6. Navigating the structure of an intranet site
        7. Configuring portal
          1. Configuring portal paths
          2. Customizing portal configuration
            1. Adding extended properties files
            2. Portal structure
            3. Portal context
            4. Terms of Use
            5. Reminder queries
            6. Session settings
            7. Layout types
            8. Default user public layouts and private layouts
            9. Default admin
            10. Guest layouts
            11. Friendly URL
            12. Look and Feel
          3. Dock bar menu
            1. What's happening?
            2. Dock bar menu in themes
            3. My Places
          4. Database connections
            1. JNDI name
            2. Properties
            3. Populating with default data
            4. Transaction isolation
            5. Custom SQL
          5. Mail configuration
            1. Mail session
            2. Java-mail
            3. Mail hook
        8. Bring pages together in action
          1. Page Comments
          2. Page Ratings
          3. Page Templates
          4. Page Flags
        9. How do you share portlets within a portal page?
        10. Configuring Control Panel
          1. Administration
          2. My Account
          3. My Pages
          4. Configuration and settings
          5. Adding custom portlets
            1. What's happening?
        11. Summary
      9. 3. Bringing in Users
        1. Enterprise, departments, and locations
          1. Role-based access control
            1. Role and permission
            2. User
            3. Organization and Location
            4. UserGroup and Community
        2. Organizations
          1. Adding a top-level Organization
          2. Managing organizations
            1. Adding child organizations
            2. Viewing organizations
            3. Searching organizations
            4. Editing an organization
            5. Deleting an organization
            6. Assigning users to an organization
            7. Using organizations in an effective way
          3. Locations
            1. Adding a location for the enterprise
            2. Adding locations for main organizations
            3. Viewing locations
            4. Searching locations
            5. Editing a location
            6. Deleting a location
            7. Assigning users to a location
            8. Using locations in an effective way
          4. Organization settings
            1. Organization types
            2. Organization forms
            3. Overriding assignment and membership
          5. Hierarchy, tree, and Shared Global
            1. Organization hierarchy
            2. Organization tree
            3. Shared Global
        3. User groups
          1. Adding a user group
          2. Managing user groups
            1. Viewing user groups
            2. Searching user groups
            3. Editing a user group
            4. Deleting user groups
            5. Assigning users to a user group
        4. Users
          1. Adding users
            1. What's happening?
          2. Adding more users
          3. Adding users in bulk
            1. Creating an account on the fly
            2. What to do when a user forgets the password?
          4. Managing users
            1. Viewing users
            2. Searching for users
            3. Editing a user profile
            4. Deactivating a user
            5. Activating a user
            6. Deleting a user
            7. Impersonating a user
            8. Using the Actions tab
          5. User settings
            1. User forms
            2. Overriding user-related properties
        5. Authentications
          1. General configuration
            1. What's happening?
            2. Basic authentication
            3. Auto login
          2. LDAP authentication
            1. What's happening?
            2. Using LDAP effectively
            3. LDAP authentication chain
            4. CAPTCHA
          3. SSO authentication
            1. What's happening?
            2. OpenID authentication
            3. NTLM authentication
            4. Open SSO authentication
            5. SiteMinder authentication
            6. Authentication token
        6. Roles
          1. Adding a role
            1. What's happening?
          2. Managing roles
            1. Viewing roles
            2. Searching roles
            3. Editing a role
            4. Deleting roles
            5. Assigning members
            6. Using roles in an effective way
            7. What's happening?
        7. Authorization
          1. Permission
          2. Permissions in scope
            1. Assigning portal-level permissions
            2. Assigning individual portlet permissions
            3. Using permissions in an effective way
          3. Permission algorithms
            1. What's happening?
            2. Data migration
        8. Summary
      10. 4. Forums, Categorization, and Asset Publishing
        1. Message Boards
          1. Managing categories
            1. Adding categories
            2. Editing categories
            3. Deleting categories
              1. View RSS feeds
          2. Managing threads
            1. Adding threads
            2. Editing threads
            3. Deleting threads
              1. Viewing RSS feeds
          3. Managing posts
            1. Adding posts
            2. Editing posts
            3. Ban users
            4. Deleting posts
            5. Viewing posts
            6. Searching posts
            7. Viewing My Posts
            8. Viewing Recent Posts
            9. Viewing Statistics
            10. Viewing Banned Users
          4. Subscribing categories and threads
            1. Unsubscribing from categories and threads
            2. What's happening?
          5. Customizing Message Boards
          6. Setup
            1. What's happening?
            2. Ban and unban users
            3. Thread views
            4. Using Message Boards as a mailing list
            5. Message Boards in scope
            6. Friendly URL
            7. Archive, Export, and Import
            8. Portlet configuration
          7. Assigning permissions
            1. The permissions on Message Boards portlet
            2. Permissions on Message Boards content
            3. Permissions on category
            4. Permissions on message
          8. Using Message Boards effectively
            1. Category hierarchy
            2. Semantics and Ontology
        2. Categorization
          1. Tagging assets
            1. Folksonomies
            2. Taxonomies
          2. Tags administration
            1. Tags portlet
            2. Categories portlet
            3. Tags configuration
            4. Tags publishing
          3. Assigning permissions
            1. Permissions on portlet
            2. Permissions on tags
            3. Permissions on tag, vocabulary, and category
            4. Tags in scope
          4. Using tags effectively
            1. Folksonomies
            2. Taxonomies
            3. What makes tags interesting?
            4. Category Tree
            5. Why it doesn't merge both kinds of tags using ontology
        3. Asset Publisher
          1. Main features
          2. Configuration
            1. Selecting assets manually
            2. Selecting assets dynamically
            3. Flexible operators support
            4. Customization
            5. What's happening?
          3. Enhancement
            1. Configurable look and feel
            2. Share assets across groups
        4. Summary
      11. 5. Wikis, Web Forms, and Polls
        1. Wikis
          1. Managing nodes
            1. Adding nodes
            2. Editing a node
            3. Deleting a node
            4. Viewing RSS feeds
            5. Importing pages
          2. Managing pages
            1. Adding pages
            2. Viewing pages
            3. Searching pages
            4. Adding comments
            5. Adding ratings
          3. Subscribing nodes and Wiki pages
            1. What's happening?
          4. Assigning permissions
            1. Permissions on the Wiki portlet
            2. Permissions on Wiki
            3. Permissions on Wiki nodes
            4. Permissions on Wiki pages
          5. Using the Wiki portlet effectively
            1. Characteristics
            2. Pros and cons
            3. What can Wikis be used for?
          6. Using Liferay wikis
            1. Classic mode
            2. Creole mode
            3. HTML mode
            4. Plain text mode
          7. Configuration
            1. What's happening?
            2. Wiki in scope
            3. Wikis in communication
            4. Enhancement
          8. Publishing wiki pages
            1. Why the Wiki Display portlet?
            2. Assigning permissions
            3. What's happening?
        2. Converting documents with OpenOffice
          1. How to integrate OpenOffice
          2. Configuration
            1. What's happening?
            2. Convert documents
        3. Web forms
          1. The Web Form portlet
            1. How does it work?
            2. View mode
            3. Edit mode
            4. What's happening?
            5. Assign permissions
            6. Enhancement
          2. Alloy UI Forms
          3. Orbeon Forms
            1. How does it work?
            2. Create forms
        4. Polls
          1. The Polls portlet
            1. Editing a question
            2. Deleting a question
            3. Viewing votes
            4. What's happening?
            5. Features
          2. The Polls Display portlet
            1. How to achieve it?
            2. What's happening?
            3. Features
          3. Assigning permissions
            1. The Permissions on Polls portlet
            2. Permissions on the Polls Display portlet
            3. Permissions on Polls
            4. Permissions on Polls Questions
          4. Using polls effectively
            1. Polls versus surveys
            2. Polls in scope
            3. Use Polls through JSON services
            4. Enhancement
        5. Summary
      12. 6. Blogs, WYSIWYG Editors, and RSS
        1. Blogs
          1. Adding entries
          2. Managing entries
            1. Editing entries
            2. Deleting entries
            3. Searching entries
            4. Giving your rating
            5. Employing RSS feeds
            6. Flagging inappropriate content
            7. Social bookmarks
          3. Adding comments
            1. What's happening?
          4. Assigning permissions
            1. Permissions on portlet
            2. Permissions on Blogs entries
            3. Permissions on Blogs entry
          5. Using blogs effectively
            1. Blogs types
            2. The Blogs portlet
            3. Setup
            4. What's happening?
            5. Asset render framework, search, indexing, and social activity
            6. Tags and categories
            7. Blogs in scope
            8. Friendly URL
            9. Blogs in communication
            10. Enhancement
        2. Publishing blogs
          1. The Recent Bloggers portlet
            1. What's happening?
            2. Enhancement
          2. The Blogs Aggregator portlet
            1. What's happening?
            2. Enhancement
        3. WYSIWYG editors
          1. Upgrading FCKeditor
          2. End user features
          3. Inserting images
            1. What's happening?
          4. Inserting links
            1. Link to documents
            2. Link to pages
            3. Link to images
            4. What's happening?
          5. Insert flashes, tables, smileys, and special characters
            1. What's happening?
          6. Editing source
        4. Customization
          1. What's happening?
          2. Adding more plugins in FCKEditor
          3. Using different WYSIWYG editors
          4. The WYSIWYG editor in portlets
          5. The WYSIWYG portlet
            1. Enhancement
        5. RSS
          1. The RSS portlet
            1. What's happening?
          2. The Weather portlet
            1. What's happening?
          3. Announcements and Alerts
            1. Managing entries
            2. Why Announcements portlet?
            3. What's happening?
            4. Assigning permissions
            5. What's different between two portlets?
            6. Enhancement
          4. Using RSS effectively
            1. RSS specification
            2. How does it work?
        6. Summary
      13. 7. Roll Out to Other Teams
        1. What's a community?
          1. Adding a community
          2. Managing communities
            1. Viewing communities
            2. Searching communities
            3. Editing a community
            4. Deleting a community
          3. Managing pages
            1. Viewing pages
            2. Importing and exporting pages
            3. Updating look and feel of pages
            4. Uploading a logo
            5. Merging pages
            6. Monitoring pages
            7. Sitemap
          4. Bringing users into the communities
            1. Assigning users
            2. Assign User Roles
            3. Join
            4. Leave
            5. Requesting membership
          5. Assigning permissions
            1. Permissions on the portlet Enterprise Admin Communities
            2. Permissions on communities
            3. What's the difference between community and organization?
          6. What's happening?
            1. Settings
            2. Configuration
            3. Enhancement
        2. Site templates and page templates
          1. Page templates
            1. Managing page templates
            2. Assigning permissions
            3. Applying page templates
            4. What's happening?
          2. Site templates
            1. Managing site templates
            2. Building site templates
            3. Permissions on site templates
            4. Applying site templates
            5. What's happening?
        3. Virtual hosting
          1. Setting up virtual hosting
          2. Using virtual hosting effectively
          3. What's happening?
            1. Setup
        4. Staging, workflow, and publishing
          1. Staging
            1. Activating staging
            2. What's happening?
          2. Publishing locally
            1. Publishing pages
            2. What's happening?
          3. Workflow
            1. Activating workflow
            2. Creating task proposals
            3. Assigning permissions
            4. Enhancement
        5. Scheduling and remote publishing
          1. How to publish?
            1. Options
            2. Scheduler
          2. What's happening?
            1. Setup
        6. Employing community tools
          1. My Communities portlet
          2. Bookmarks portlet
            1. Configuration
            2. Assigning permissions
            3. What's happening?
          3. Directory portlet
            1. Setup
          4. Invitation portlet
            1. Setup
            2. What's happening?
        7. Summary
      14. 8. CMS and WCM
        1. The Image Gallery portlet
          1. Managing folders
            1. Adding sub-folders
            2. Updating folders
          2. Managing images
            1. Viewing images as a slideshow
            2. Searching images
            3. Editing images
            4. Deleting images
            5. Export and Import
          3. Assigning permissions
            1. Permissions on portlet
            2. Permissions on Image Gallery
            3. Permissions on folders
            4. Permissions on images
          4. What's happening?
            1. Setup
            2. Images in scope
            3. Customization
            4. Persist for images
            5. Setting up the image size in database
            6. Customizing default images
            7. Enhancement
          5. Why WebDAV?
            1. Setup
            2. What's happening?
        2. The Document Library portlet
          1. Managing folders
            1. Adding sub-folders
            2. Updating folders
          2. Managing documents
            1. Adding documents in bulk
            2. Adding shortcuts
            3. Viewing documents
            4. Searching documents and shortcuts
            5. Editing documents and shortcuts
            6. Deleting documents and shortcuts
            7. Viewing version history
            8. Giving your rating
            9. Adding comments
            10. Export and Import
          3. Assigning permissions
            1. Permissions on the portlet
            2. Permissions on Document Library
            3. Permissions on folders
            4. Permissions on documents
            5. Permissions on shortcuts
          4. Publishing documents
            1. Document Library Display
            2. Recent Documents
          5. What's happening?
            1. Setup
            2. Configuration
            3. Document presentation
            4. Check-in and check-out lockable documents
            5. Documents in scope
          6. Document persistence
            1. Setup
            2. When do we use Advanced File System Hook?
            3. Why JCR Jackrabbit?
            4. Enhancement
        3. Web Content Management portlet
          1. Managing structures
            1. Viewing structures
            2. Editing structures
            3. Deleting structures
            4. What's happening?
          2. Managing templates
            1. Viewing templates
            2. Editing templates
            3. Deleting templates
            4. What's happening?
          3. Managing Web Content
            1. Viewing articles
            2. Editing articles
            3. Deleting articles
            4. Managing feeds
            5. Setup
          4. Assigning permissions
            1. Permissions on portlet
            2. Permissions on Web Content Management
            3. Permissions on Web Content
            4. Permissions on structures, templates, and feeds
            5. Enhancement
          5. What's happening?
            1. Building structures
            2. Creating templates
            3. Constructing articles
            4. Setup
            5. Configuration
            6. Customization
            7. Default tokens
            8. Custom tokens
            9. Default templates
        4. Publishing Web Content
          1. The Web Content Display portlet
          2. The Web Content List portlet
          3. Other WCM tools
            1. Nested Portlets
            2. The XSL Content portlet
        5. Summary
      15. 9. Social Office, Hooks, and Custom Fields
        1. The Chat portlet
          1. Sample of a Chat portlet
          2. Checking for online friends
          3. Beginning with chatting
          4. Folder structure
            1. Employing AJAX
            2. Setting up a Chat portlet
            3. Access on the portlet
            4. Configuration of a Chat portlet
            5. Service model
            6. Enhancement
        2. The Mail portlet
          1. Working of a Mail portlet
          2. Managing e-mails
            1. Configuring e-mail accounts
            2. Checking e-mail
            3. Sending e-mail
          3. Assigning permissions
            1. Setup
            2. Mail Engine settings
            3. The mail repository
            4. Configuration
            5. Access on the portlet
            6. Enhancement
          4. Using the Mail portlet effectively
        3. SMS Text Messenger
          1. SMS Text Messenger portlet
          2. What's happening?
            1. Accessing the portlet
            2. Mail Engine
            3. Enhancement
        4. How to fully install Social Office
          1. The SO theme
            1. Structure
            2. Configuration
            3. How does it work?
            4. Setup
          2. The SO portlet
            1. Structure
            2. Setup
            3. How does it work?
            4. What's happening?
            5. Enhancement
          3. The Extending Calendar portlet
            1. Task Management System
            2. Today's Event
          4. The Contacts portlet
            1. Setup
            2. Configuration
            3. How does it work?
            4. What's happening?
            5. Service model
            6. Enhancement
        5. Hooks
          1. Setup
          2. What's happening?
            1. Portal Properties Hooks
            2. Language Properties Hooks
            3. Custom JSP Hooks
            4. Portal Service Hooks
            5. Enhancement
        6. Custom Fields
          1. Managing custom fields
            1. Adding custom fields
            2. Viewing custom fields
            3. Adding/updating values for custom fields
            4. Applying custom fields on any resources
          2. Assigning permissions
            1. Permissions on portlet
            2. Permissions on Expando columns
            3. Enhancement
          3. What's happening?
            1. Configuration
            2. Customization
            3. Custom attribute display
            4. Enhancement
        7. Summary
      16. 10. Search, WAP, CRM, Widgets, Reporting and Auditing
        1. Federated search
          1. The Search portlet
            1. What's happening?
            2. Configuration
            3. Customization
          2. OpenSearch in plugins
            1. How does it work?
            2. Web services
            3. RESTful services
            4. CMIS
          3. CSZ Search
            1. How does it work?
            2. What's happening?
          4. Maps search
            1. How does it work?
            2. What's happening?
          5. What's OpenSearch?
            1. Design principles
            2. OpenSearch specification
        2. Web Content Search
          1. Setup
          2. What's happening?
            1. Configuration
            2. Lucene search engine
        3. Search Engine Optimization
          1. Sitemap
            1. Customizing sitemaps for pages
          2. What's happening?
            1. XML sitemap format
        4. Pluggable Enterprise Search
          1. Caching settings
            1. Configure Hibernate caching
            2. Setting up EHCache caching
            3. Customization
          2. Indexing settings
            1. Lucene search
            2. Index storage
            3. Indexer framework
          3. Solr search
            1. Install Solr instance
            2. Configuring the Solr plugin
            3. What's happening?
        5. Plugins management
          1. Plugins installation
            1. The Plugin Installer portlet
            2. Plugins administration
            3. Auto Deploy
            4. What's happening?
          2. Plugins configuration
            1. What's happening?
        6. WAP
          1. Jedi Mobile theme
            1. Structure
            2. How does it work?
            3. What's happening?
          2. iPhone theme
            1. How does it work?
            2. What's happening?
          3. iPhone Redirect theme
            1. How does it work?
            2. What's happening?
        7. Reporting
          1. JasperReports Engine
          2. The Reports portlets
            1. Setup
            2. Structure
            3. Assign permissions
            4. What's happening?
        8. Audit service
          1. Audit hook
          2. How does it work?
            1. What's happening?
          3. The Audit portlet
            1. How does it work?
            2. The Service model
            3. What's happening?
          4. Document Library Record
            1. How does it work?
            2. The Service model portlet
            3. What's happening?
        9. CRM
          1. CRM—Salesforce.com
            1. How does it work?
        10. Widgets and gadgets
          1. Widgets—Netvibes
            1. How does it work?
            2. Setup
            3. What's happening?
            4. Mash-ups
          2. The Widget Consumer portlet
            1. How does it work?
        11. Summary
      17. 11. Ongoing Admin Tasks
        1. Systems administration
          1. Server management
            1. Resources
            2. Shutdown
            3. Log levels
            4. Properties
            5. File upload
            6. Mail
            7. What's happening?
          2. Instances management
            1. Updating portal instances
            2. Adding portal instances
            3. What's happening?
          3. Monitoring portal and portlets operations
            1. Setup
          4. Database read-writer
            1. Setup
              1. What's happening?
            2. Database sharding
              1. Setup
              2. What's happening?
        2. Portal administration
          1. Password policies
            1. Assigning permissions
            2. What's happening?
          2. Portal settings
            1. General information
            2. Users
            3. Email notifications
            4. Display settings
            5. How does it work?
            6. What's happening?
          3. Monitoring live users' activities
            1. How does it work?
            2. What's happening?
        3. Clustering - high availability
          1. HTTP services
            1. Configuring mod_jk
            2. Configuring Tomcat
            3. Configuring JBoss
            4. Configuring portal
          2. Database replication and clustering
          3. Repository clustering
          4. UrlRewrite filter
            1. Configuration
        4. Cloud Computing
        5. Data backup and migration
          1. Data backup
          2. Data migration
            1. Database migration
            2. Repository migration
            3. What's happening?
        6. Performance tuning
        7. Integrating with Alfresco, SSO CAS, and LDAP
          1. Alfresco, LDAP and SSO CAS
            1. How does it work?
          2. Alfresco web client as a set of portlets
            1. How does it work?
          3. Full Integration—Liferay, Alfresco, LDAP, and SSO CAS
            1. How does it work?
            2. What's happening?
        8. Integrating with Ad server OpenX
        9. OpenX integration
          1. Ad Manager
            1. How does it work?
            2. What's happening?
            3. Enhancement
          2. Ad Viewer
            1. What's happening?
            2. Enhancement
          3. Ad Services
            1. How does it work?
            2. Enhancement
          4. More integration
        10. Summary