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Liferay Portal 6.2 Enterprise Intranets

Book Description

A practical guide to adopting portal development best practices in an Enterprise world

About This Book

  • Discover the new features and updates in Liferay including the concept of CMS, and collaboration applications with relevant examples and screenshots

  • Set up the navigation structure for the Enterprise intranet

  • Full of illustrations, diagrams, clear step-by-step instructions, and practical examples to show you the integration between different applications such as LDAP, SSO, and Liferay Social Office

  • Who This Book Is For

    This book is for anyone who is interested in the Liferay Intranet Portal. This book is for both beginners and more experienced portal developers who need to create an enterprise intranet portal for their business. It will be handy for IT professionals who know the basics of how the portal technology works and need to integrate different open source technologies.

    What You Will Learn

  • Be introduced to the all new features of Liferay 6.2

  • Understand the different controls/actions to make the portal work for an Enterprise

  • Manage users, organizations, sites, user groups, and roles and also set up portal permissions

  • Set up a forum and get detailed descriptions of categorization, tagging, and Asset Publisher

  • Enable Wiki to share knowledge among users and create new dynamic data list and poll portlets

  • Handle federated search and OpenSearch and deploy search-based portlets

  • Implement web content management with a different approach in the portal

  • Employ community tools such as invitations, bookmarks, page comments, and page ratings

  • Manage Liferay’s document and media portlet

  • In Detail

    To develop an intranet portal for an Enterprise, Liferay is the only open-source portal development platform that has a high scale graph for the developer to extend any component. It provides high end integration with other applications. By using this book, both beginners and more experienced users will be able to create an intranet portal easily.

    This book will be your pocket reference to Liferay. It will explain to you the new features of Liferay, including Liferay Sync and the Recycle Bin. It will help you to integrate with other key applications such as LDAP, SSO, and Alfresco 4.x and above. You will be introduced to documents, web content, and image management. You will move onto Liferay Sync's new tool to synchronize documents and media files to the local system. You’ll discover the Market Place, the newest feature of Liferay. Liferay Social Office and its integrations are also thoroughly explained.

    This book is packed with practical examples that will help you to develop an intranet portal quickly and easily.

    Style and approach

    Clear step-by-step instructions to develop an intranet portal for Enterprise. It describes new features and updates in Liferay with clear explanations, and is complete with images, tips, and tricks.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Liferay Portal 6.2 Enterprise Intranets
      1. Table of Contents
      2. Liferay Portal 6.2 Enterprise Intranets
      3. Credits
      4. About the Author
      5. Acknowledgments
      6. About the Reviewers
      7. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
      8. 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
          1. Downloading the example code
          2. Downloading the color images of this book
          3. Errata
          4. Piracy
          5. Questions
      9. 1. Introducing Liferay for Your Intranet
        1. Liferay Portal makes life easy
          1. Hosted discussions
          2. Collaborative documents using wikis
          3. Team and individual blogs
          4. Shared calendars
          5. Document management – CMS
          6. Web content management – WCM
          7. Personalization and internalization
          8. Workflow, staging, scheduling, and publishing
          9. Social networks and Social Office
          10. Liferay Sync and Marketplace
          11. More features
          12. Everything in one place
        2. Introducing Palm Tree Publications
        3. Introducing Liferay Portal's architecture and framework
        4. Service-oriented architecture
          1. Understanding Enterprise Service Bus
          2. Understanding the advantages of using Liferay to build an intranet
            1. Other advantages of Liferay
            2. Corporate extranets
              1. Collaborative websites
              2. Content management and web publishing
              3. Infrastructure portals
            3. Out-of-the-box portlets and features
              1. Content management
              2. Collaboration
              3. News
              4. Social
              5. Tools
          3. Finding more information on Liferay
        5. Summary
      10. 2. Setting Up a Home Page and Navigation Structure for the Intranet
        1. Experiencing the portal
          1. Getting portal pages
          2. The working of the portal
          3. Experiencing portlets
          4. Using the portlet container
          5. The life cycle of a portlet
          6. Terminologies, scope, and hierarchy within the portal
          7. Setting up the portal
            1. Installing Liferay on an existing application server
            2. Using the Liferay Portal bundled with GlassFish 3.1.x in Windows
            3. Using Liferay Portal bundled with Tomcat 6.x in Linux
          8. Setting up production servers
          9. Setting up domains
          10. Shortening the URL
          11. More options for portal installation
          12. A flexible deployment matrix
        2. Building the Palm Tree Publications site
          1. Building pages
          2. Adding pages
          3. Removing pages
          4. Adding portlets
          5. Removing portlets
          6. Changing the layout templates
        3. Setting up portal pages
          1. Adding a child page
            1. Page type / template
            2. Changing the display order
          2. Providing a friendly URL for a page
          3. Copying pages or portlets
          4. Deleting a page
          5. Multiple languages
          6. Changing the look and feel – themes
          7. Managing other settings on a page
        4. Customizing portlets
        5. Navigating the structure of an intranet site
          1. Configuring a portal
          2. Configuring portal paths
          3. Adding extended properties files
          4. Portal structure
          5. Portal context
          6. Terms of use page settings
          7. Session settings
          8. Default admin
          9. Guest layouts
          10. Friendly URLs
          11. Mail configuration
            1. Mail session
            2. Java-mail
            3. Mail hook
        6. Bringing pages together in action
          1. Adding comments on a page
          2. Rating a page
          3. Flagging content on a page
        7. Sharing portlets within a portal page
        8. Configuring Control Panel
          1. Liferay 6.2 Control Panel
          2. My Account
          3. My Profile
          4. My Dashboard
          5. Configuration and settings
        9. Summary
      11. 3. Bringing in Users
        1. Enterprise, departments, and locations
          1. Role-based access control
          2. Role and permission
          3. User
          4. Organization and location
          5. User groups and sites
            1. How is a site different from an organization?
        2. Organizations
          1. Managing organizations
            1. Adding child organizations
            2. Creating a site with private and public pages
            3. Viewing organizations
            4. Searching organizations
            5. Editing an organization
            6. Deleting an organization
            7. Assigning users to an organization
            8. Using organizations in an effective way
          2. Location-based organizations
            1. Adding a location for the enterprise
            2. Adding locations for suborganizations
            3. Creating a site with private and public pages
            4. Viewing locations
            5. Searching locations
            6. Editing a location
            7. Deleting a location
            8. Assigning users to a location
            9. Using locations in an effective way
          3. Organization settings
            1. Organization types
            2. Organization forms
            3. Overriding assignment and membership
          4. Hierarchy tree and Shared Global
            1. The organization hierarchy
            2. Shared Global
        3. User groups
          1. Adding a user group
          2. Creating User Group Site with public pages and private pages
          3. 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. Creating a personal site with public and private pages
          4. Adding users in bulk
            1. Creating an account on the fly
            2. What to do when a user forgets the password?
          5. 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
          6. User settings
            1. User forms
            2. Overriding user-related properties
        5. Sites
          1. Site Memberships
          2. Team
            1. Creating Team
          3. Site Templates
        6. Authentications
          1. General configuration
            1. What's happening?
            2. Auto login
          2. LDAP authentication
            1. Using LDAP effectively
            2. LDAP authentication chain
            3. CAPTCHA
          3. SSO authentication
            1. OpenID authentication
            2. Open SSO authentication
          4. General settings
        7. Roles
          1. Adding a role
          2. Editing a role
          3. Deleting roles
          4. Assigning members
        8. Authorization
          1. Permission
          2. Defining permissions on a role
          3. Permission algorithms
          4. What's happening?
        9. Configuration of portal navigation
        10. Summary
      12. 4. Forums, Categorization, and Asset Publishing
        1. Message Boards
          1. Managing categories
            1. Adding categories
            2. Editing categories
            3. Removing categories
            4. Viewing RSS feeds
          2. Managing threads
            1. Adding threads
            2. Editing threads
            3. Removing threads
            4. Viewing RSS feeds
          3. Managing posts
            1. Adding posts
            2. Editing posts
            3. Banning 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 to categories and threads
            1. Unsubscribing from categories and threads
            2. What's happening?
        2. Customizing Message Boards
          1. Setting up
            1. What's happening?
            2. Banning and unbanning users
            3. Thread views
            4. Using Message Boards as a mailing list
            5. Message Boards in scope
            6. The friendly URL
            7. Archive, Export, and Import
            8. Configuring portlets
          2. Assigning permissions
            1. Site Administration | Content | Message Board | Messages
            2. Site Administration | Content | Message Boards Category
            3. Site Administration | Content | Message Boards Messages
            4. Site Administration | Content | Message Boards Thread
            5. Site Administration | Content | Message Boards General Permissions
            6. Site Administration | Application | Message Board | Application Permissions
          3. Using Message Boards effectively
            1. The category hierarchy
            2. Semantics and ontology
        3. Categorization and tags
          1. Tagging assets
          2. Folksonomies
          3. Taxonomies
          4. Tags administration
            1. The Tags portlet
            2. The Categories portlet
            3. Configuring tags
            4. Publishing tags
        4. Asset Publisher
          1. Main features
          2. Configuration
            1. Selecting assets manually
            2. Selecting assets dynamically
            3. Customization
            4. What's happening?
            5. A configurable look and feel
        5. Summary
      13. 5. Understanding Wikis, Dynamic Data Lists, and Polls
        1. Understanding Wikis
          1. Managing nodes
            1. Adding nodes in a Wiki
            2. Editing a node
            3. Remove 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 to nodes and Wiki pages
          4. Assigning permissions
            1. Wiki Nodes
            2. Wiki General Permissions
            3. Wiki Node
            4. Wiki Page
            5. Application Permissions
            6. Permissions on the Wiki portlet
          5. Using the Wiki portlet effectively
            1. Understanding the characteristics of Wikis
            2. Understanding the pros and cons of Wikis
            3. Wiki uses
          6. Using Liferay wikis
            1. Understanding the Creole mode
            2. Understanding the HTML mode
            3. Understanding the MediaWiki mode
          7. Configuration
            1. Setting properties for Wikis
            2. Wikis in scope
            3. Wikis in communication
            4. Enhancement
          8. Publishing wiki pages
            1. Benefit of the Wiki Display portlet
            2. Assigning permissions
            3. Setting properties for the Wiki Display portlet
        2. Converting documents with OpenOffice
          1. Integrating OpenOffice
          2. Configuring OpenOffice
          3. Properties settings for OpenOffice
          4. Converting documents
        3. Dynamic Data List
          1. Creating new Dynamic Data List
          2. Adding a new record
          3. Viewing data in Dynamic Data List
          4. Editing the data
          5. Dynamic Data List Display
          6. Assigning permissions
            1. Site Administration | Content | Dynamic Data List | Lists
            2. Site Administration | Content | Dynamic Data List | Dynamic Data Lists Record Set
            3. Site Administration | Content | Dynamic Data List | General Permissions
            4. Site Administration | Applications | Dynamic Data List Display | Application Permissions
        4. Understanding Polls
          1. The Polls portlet
            1. Editing a question
            2. Deleting a question
            3. Viewing votes
            4. Setting properties for Polls
            5. Features of Polls portlets
          2. The Polls Display portlet
            1. Setting properties for the Poll Display portlet
            2. Features of the Polls Display portlet
          3. Assigning permissions
            1. Poll Questions
            2. Polls Question
            3. Polls | General Permissions
            4. Site Administration | Applications | Polls Display | Application Permissions
          4. Using polls effectively
            1. Understanding Polls versus surveys
            2. Understanding Polls in scope
            3. Using Polls through JSON services
        5. Summary
      14. 6. Blogs, WYSIWYG Editors, and Social Networking
        1. Exploring WYSIWYG editors
          1. Upgrading CKEditor
          2. End user features
          3. Inserting images from CKEditor
            1. Configuring CKEditor
          4. Inserting links to content
            1. Linking text to documents
            2. Linking text to pages
            3. Configuring resource types
        2. Understanding RSS
          1. The RSS portlet
          2. Configuring RSS
          3. Understanding announcements and alerts
            1. Managing entries
            2. Features of the Announcements portlet
            3. Configuring the Announcements portlet
        3. Exploring blogs
          1. Adding entries
          2. Managing entries
            1. Editing blog entries
            2. Removing blog entries
            3. Searching entries
            4. Ratings for blog entries
            5. RSS feeds for blog entries
            6. Flagging inappropriate content
            7. Understanding social bookmarks
          3. Adding comments
            1. Understanding comment settings
          4. Assigning permissions
            1. Blog entries
              1. Permissions on Blog Entries
              2. Permissions on Blogs Entry
            2. Blogs general permissions
            3. Application permissions
          5. Using blogs effectively
            1. Exploring the Blogs portlet
            2. Configuring the Blogs portlet
            3. Setting the properties of the Blogs portlet
            4. Asset Renderer Framework, search, indexing, and social activity
            5. Understanding tags and categories
            6. Blogs in scope
            7. Friendly URLs
            8. Blogs in communication
          6. Publishing blogs
            1. The Recent Bloggers portlet
            2. Settings for the Recent Bloggers portlet
            3. The Blogs Aggregator portlet
            4. What's happening?
        4. Exploring Social Networking
          1. Installing the Social Networking portlet
          2. Managing a personal page with the Social Networking portlet
            1. Creating a template for Social Networking
          3. Integrating social networking with Liferay
            1. Signing on with Facebook
        5. Summary
      15. 7. Understanding Sites
        1. Site
          1. Adding a site
          2. Managing sites
            1. Viewing sites
            2. Searching sites
            3. Editing a site
            4. Deleting a site
          3. Creating and managing pages
            1. Viewing pages
            2. Updating the look and feel of pages
            3. Uploading a logo
            4. Merging pages
            5. SEO
          4. Site templates and page templates
            1. Creating page templates
              1. Assigning permissions
                1. Control Panel | Sites | Page Templates: General Permissions
                2. Control Panel | Sites | Page Templates: Page Template
              2. Applying page templates
            2. Creating site templates
              1. Managing site templates
              2. Assigning permissions
                1. Control Panel | Sites | Site Templates: General Permissions
                2. Control Panel | Sites | Site Templates: Site Template
                3. Site Administration | Configuration | Site Template Settings: General Permissions
              3. Applying a site template
          5. Bringing users into sites
            1. Assigning users
            2. Assigning an organization
            3. Assigning Groups
            4. Assigning site roles to Users and User Groups
            5. Creating teams
            6. Assigning users to a team
            7. Join
            8. Leave
            9. Requesting membership
              1. What's happening?
                1. Settings
          6. Assigning permissions
            1. Control Panel | Sites | Sites: General Permissions
            2. Control Panel | Sites | Sites: Resource Permissions | Site
        2. Advanced site settings
          1. Application Display Templates
          2. Liferay Social Activity
          3. Workflow Configuration
          4. Mobile Device Families
        3. Summary
      16. 8. Document and Media Management
        1. Documents and Media
          1. Managing documents and media
            1. Adding folders
            2. Editing folders
            3. Moving folders
            4. Adding files
            5. Editing files
            6. Checkout and checkin
            7. Adding a shortcut
          2. Assigning permissions
            1. General Permissions
            2. Resource Permissions – documents
              1. Documents folder
              2. Document
              3. Shortcut
              4. Document type
          3. Documents and Media – configuration
            1. Understanding the import and export of documents
            2. Extra settings for the Documents and Media portlet
              1. File repository
          4. Document types and metadata sets
          5. The Media Gallery portlet
          6. Enabling the workflow in Documents and Media
        2. Liferay Sync
          1. Setting up Liferay Sync
            1. Older versions of Liferay Sync
            2. Liferay Sync 3.0 BETA
            3. Files in the local folder
            4. Liferay Sync Client for mobile devices
        3. Liferay integration with Alfresco
        4. Summary
      17. 9. Web Content Management
        1. Web Content
          1. Managing Web Content
            1. Creating Web Content
            2. Viewing Web Content
            3. Editing Web Content
            4. Localization
            5. Adding folders
            6. Moving Web Content
            7. Structures and templates
              1. Structures
              2. Templates
            8. Assigning permissions
              1. General Permissions
              2. Resource Permissions – Web Content
              3. Web Content folder
              4. Web Content articles
              5. Web Content feeds
              6. Web Content structures
              7. Web Content templates
            9. Web Content configurations
            10. Extra settings for Web Content
            11. The export and import of Web Content
          2. The Web Content Display portlet
          3. The Web Content Search portlet
          4. Scheduling Web Content
          5. Staging page publication
            1. Local Live staging
            2. Remote Live staging
          6. A workflow for Web Content
        2. Summary
      18. 10. Marketplace, Social Office, and Audience Targeting
        1. Marketplace
          1. Exploring Marketplace in the Liferay site
          2. Exploring Marketplace through a Liferay instance
          3. Creating and uploading apps in Marketplace
            1. Portlets
            2. Themes
            3. Layout templates
            4. Hook plugins
            5. Web plugins
            6. OSGi bundles
          4. App Manager
        2. Liferay Social Office
          1. My Profile
          2. My Dashboard
          3. Social Office Configurations
        3. Targeting content to audiences
          1. Installing and uninstalling the Audience Targeting app
          2. User segment management
            1. Understanding User Segment rules
          3. Managing campaigns
        4. Search
          1. Faceted search
          2. Configuration of the Search portlet
        5. Summary
      19. 11. Server Administration
        1. Liferay server administrator
          1. Resources
          2. Log Levels
          3. Properties
          4. CAPTCHA
          5. Data Migration
          6. File Uploads
          7. Mail
          8. External services
            1. Configuring ImageMagick
            2. Configuring OpenOfiice and LibreOffice
            3. Configuring Xuggler
          9. Script
          10. Shutdown
        2. Portal Instances
        3. Custom Fields
        4. Performance tuning
          1. Memory
          2. Garbage collection
          3. Properties file changes
          4. Disabling unused servlet filters
        5. Content Delivery Network
        6. Liferay Connected Services
          1. Managing the server through the LCS site
        7. Liferay clustering
          1. A common database for multiple nodes
            1. The read-writer database configuration
            2. Database sharding
          2. Documents and Media Library for all nodes
            1. Understanding the filesystem store
            2. Understanding the Liferay Advanced filesystem store
            3. Understanding the CMIS store
            4. Understanding JCR Store
            5. Understanding Amazon Simple Storage Service
        8. Liferay 7 updates
          1. User Personas
          2. Single-page Applications
          3. The Audience Targeting application
          4. The developer experience
          5. Advanced Liferay Mobile SDK
          6. Liferay Connected Services
        9. Summary
      20. Index