You are previewing Liferay.
O'Reilly logo
Liferay

Book Description

Quick and easy techniques to build, deploy, and maintain your own Liferay portal

  • Detailed steps for installing Liferay portal and getting it running, for people with no prior experience of building portals

  • Follow the example of building a neighbourhood site with pre-installed portlets and custom portlets

  • Create your own communities, organizations and user groups, and learn how to add users to them

  • In Detail

    Liferay portal is a leading horizontal portal product, written in Java. It has the power to provide the intranets and extranets of large corporations. Liferay will allow you to build your company’s portal quickly, efficiently, and in a custom way to suit the needs of your corporation.

    Liferay Beginner’s Guide will show you how to set up your own site from scratch. Most books assume that you have knowledge of portals before working with Liferay and so include more theory than practice. However, only enthusiasm is required for reading this book as the step-by-step instructions, which follow the creation of a sample community site, will make it easy to install and configure Liferay, set up a Liferay portal instance, and use the out-of-the-box portlets of Liferay.

    By following the logical flow of the chapters and the creation of the sample site, you will set up your Liferay site in several quick and easy stages. You will start by installing Liferay in your application server or servlet container of choice. You will learn how to customize the look and feel of the portal, change the URL of the site and create your own communities and organizations within the portal, then add users to them. By the end of the book, you will have a fully operational Liferay portal and the confidence to maintain and customize it to meet your needs.

    Table of Contents

    1. Liferay
      1. Liferay
      2. Credits
      3. About the Authors
      4. About the Reviewers
      5. www.PacktPub.com
            1. Support files, eBooks, discount offers and more
              1. Why Subscribe?
              2. Free Access for Packt account holders
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Time for action - heading
          1. What just happened?
          2. Pop quiz - heading
          3. Have a go hero - heading
        6. Reader feedback
        7. Customer support
        8. Downloading the example code for this book
          1. Errata
          2. Piracy
          3. Questions
      7. 1. Planning Your Portal
        1. What is Liferay Portal?
        2. Time for action - browsing sites based on Liferay Portal
          1. What just happened?
          2. Definition of a portal
          3. Horizontal vs. vertical portals
        3. Time for action - comparing Yahoo! and YouTube
          1. What just happened?
          2. Open source vs. commercial portals
        4. Time for action - finding the source code of Liferay Portal
          1. What just happened?
          2. Pop quiz - multiple choices
        5. Liferay Portal architecture
          1. Web service provider
          2. Liferay is flexible
          3. Liferay is standard compliant
          4. Pop quiz - multiple choices
        6. Main Liferay Portal features
          1. Theme and layout
          2. Communities and organizations
          3. Content Management System and Web Content Management
        7. Time for action - watching Liferay Portal portlets in action
          1. What just happened?
          2. Pop quiz
        8. Preparation for Liferay Portal installation
          1. Hardware requirements
        9. Time for action - finding RAM information
          1. What just happened?
          2. Software requirements
            1. Operating systems
            2. Java Development Kit
        10. Time for action - installing JDK
          1. What just happened?
          2. Application servers and servlet containers
          3. Database servers
        11. Time for action - installing MySQL database server
          1. What just happened?
          2. Web browser
          3. Installing OpenOffice
        12. Time for action - installing OpenOffice
          1. What just happened?
        13. Time for action - starting OpenOffice service
          1. What just happened?
        14. Time for action - checking the OpenOffice service
          1. What just happened?
          2. Archive tools
          3. Pop quiz
        15. Summary
      8. 2. Installing a Liferay Portal Instance
        1. Getting started
        2. Liferay with Apache Tomcat
        3. Time for action - deploying on Tomcat
          1. What just happened?
        4. Liferay with JBoss Application Server
        5. Time for action - deploying on JBoss AS
          1. What just happened?
        6. Liferay with GlassFish
        7. Time for action - deploying in GlassFish
          1. What just happened?
        8. Liferay with Oracle WebLogic
        9. Time for action - configuring Weblogic
        10. Configuring Oracle WebLogic
          1. What just happened?
        11. Deploying Liferay on WebLogic
          1. What just happened?
        12. Liferay on existing Tomcat
        13. Time for action - deploying Liferay
          1. What just happened?
        14. Database configuration
        15. Time for action - creating the database
          1. What just happened?
          2. Configuring Liferay to use MySQL
        16. Time for action - changing the file
          1. What just happened?
        17. Summary
      9. 3. Understanding Portal Basics and Theming
        1. Understanding a portal
        2. Navigating Liferay
        3. Time for action - signing in to Liferay Portal
          1. What just happened?
          2. Getting familiar with the Dockbar
          3. The Add option
        4. Time for action - creating a new page and adding a portlet
          1. What just happened?
          2. Have a go hero - installing a new portlet
          3. Pop quiz - true or false
          4. Using the Manage option
        5. Time for action - accessing a portal with a normal user account
          1. What just happened?
          2. Pop quiz - select the correct answer
        6. Getting an overview of Liferay Portal Architecture
          1. Understanding the Liferay building blocks
            1. User
            2. User group
            3. Role
            4. Community
            5. Organization
            6. Teams
          2. Pop quiz
        7. Basics of the Control Panel
          1. Visiting the Control Panel
        8. Time for action - creating a new user
          1. What just happened?
        9. Changing Portal's look and feel with themes
        10. Time for action - installing a new theme and applying it to the portal
          1. What just happened?
        11. Summary
      10. 4. Tips and Tricks-Advanced Configuration
        1. Renaming our portal
        2. Time for action - changing our portal name
          1. What just happened?
        3. SSO with OpenID
        4. Time for action - using OpenID for authentication
          1. What just happened?
        5. Ask users to accept terms before accessing Liferay
        6. Time for action - enabling Terms of Use
        7. Time for action - changing Terms of Use
          1. What just happened?
        8. E-mail notifications
        9. Time for action - enable notification for account creation
          1. What just happened?
        10. Adding custom attributes for User
        11. Time for action - giving the option to add a user's favorite sport
          1. Have a go hero - add more custom attributes
        12. OpenOffice integration
        13. Time for action - enabling OpenOffice integration
          1. What just happened?
        14. Changing the hostname
        15. Time for action - changing our portal name
          1. What just happened?
        16. Mail server
        17. Time for action - enabling the mail server
        18. Summary
      11. 5. Building your First Liferay Site
        1. Designing the site — painting the full picture
          1. Users
          2. Content
          3. Applications
          4. Security
          5. Have a go hero - finding out information for an intranet portal
        2. Knowing the portal requirements
          1. CIGNEX Neighborhood portal
        3. Organizing users in an organization and a community
          1. Organization— structured grouping of users
            1. Adding the organization
        4. Time for action - creating organization for CIGNEX Neighborhood
        5. Time for action - understanding actions associated with the organization
          1. What just happened?
          2. Have a go hero - adding a sub-organization to Neighborhood Congress
          3. Understanding the difference between a Location and Regular Organization
          4. Pop quiz - true or false?
          5. Community— a collection of users having common interests
          6. Adding the community
        6. Time for action - creating a community for CIGNEX Neighborhood
          1. What just happened?
        7. Time for action - understanding actions associated with the community
          1. Have a go hero - adding more communities to the CIGNEX Neighborhood
          2. Pop quiz - true or false?
          3. What suits your portal— organization or community?
            1. Using organizations
            2. Using communities
        8. User groups— arbitrary collection of users
        9. Time for action - adding a user group to CIGNEX Neighborhood
        10. Time for action - understanding the actions associated with the group
          1. What just happened?
          2. User group and page templates
        11. Time for action - creating a page template for the Bowlers user group
          1. What just happened?
          2. Pop quiz - multiple choice
        12. Summary
      12. 6. Managing Pages, Users, and Permissions
        1. Checklist
        2. Creating pages for the Neighborhood site
          1. Creating pages for Neighborhood communities
        3. Time for action - creating pages for Neighborhood communities
          1. What just happened?
          2. Have a go hero - other top-level and child pages
          3. Setting page-level attributes to define page characteristics
        4. Time for action - providing a HTML title and friendly URL for a page
          1. What just happened?
          2. Pop quiz - true or false?
        5. Exploring the User section
          1. Configuration for user pages' default Portlets
          2. Creating an administrator user to manage the Neighborhood site
        6. Time for action - creating a user and assigning an administrator role
          1. What just happened?
          2. Editing the user profile
        7. Time for action - modifying user details
          1. What just happened?
          2. Assigning users to Neighborhood communities and organizations
        8. Time for action - assigning a user to communities and organizations
          1. What just happened?
          2. Have a go hero - adding additional users to site
        9. Disabling the option to register for the site for guest users
        10. Time for action - disabling the Register option for a guest user
          1. What just happened?
          2. Pop quiz
        11. Exploring role/permission management in Liferay
          1. Creating a role to manage pages of the Neighborhood site
        12. Time for action - creating a role to manage pages
          1. What just happened?
          2. Portal scoped roles
          3. Community/Organization roles
          4. Assigning users to community/organization administrator role
        13. Time for action - assigning community/organization Administrator role
          1. What just happened?
          2. Have a go hero - creating a community role to grant blog creation permission
          3. What just happened?
          4. More on permissions
          5. Defining resource-level permissions
        14. Time for action - defining permissions for a bookmark entry
          1. What just happened?
          2. Have a go hero - defining the View permission for the Bookmark portlet
          3. Pop quiz
        15. Summary
      13. 7. Creating and Publishing Content
        1. Content management preview
          1. Analyzing online content
          2. Organizing content
          3. Purpose of Liferay content management
        2. Uploading images
        3. Time for action - uploading an image file
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - uploading another image
        4. Creating web content
          1. Regular web content
        5. Time for action - adding content to the welcome page
          1. What just happened?
          2. Web content with a structure and template
        6. Time for action - creating a structure
          1. What just happened?
        7. Time for action - creating a template
          1. What just happened?
        8. Time for action - creating template-based content
          1. What just happened?
          2. Migrated web content
        9. Time for action - migrating static content from an existing site using the web content portlet
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - exploring the content creation process
        10. Displaying web content
          1. Welcome page
        11. Time for action - adding content to the Welcome page
          1. What just happened?
          2. Houses-on-Sale page
        12. Time for action - selling houses online
          1. What just happened?
          2. Registration page
        13. Time for action - populating the registration page
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - tweaking content display
        14. Uploading documents
        15. Time for action - uploading a video file
          1. What just happened?
        16. Time for action - uploading a PDF file
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - find out more about file uploading
        17. Showing a PDF file link in web content
        18. Time for action - embedding a link for a PDF file
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - checking file permissions
        19. Enabling comments for web content
        20. Time for action - enabling comments for content
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - adding comment about content
        21. Disclosing decrypted Congress documents
        22. Time for action - displaying documents
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - adding comments
        23. Managing content
          1. Reviewing web content
        24. Time for action - using the web content list portlet
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - filtering content
          4. Monitoring other content
        25. Time for action - adding the asset publisher portlet
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - updating content
        26. Converting web content to formatted files
        27. Time for action - adding a file conversion feature
          1. What just happened?
          2. Pop quiz
          3. Have a go hero - performing conversion
          4. Summary
      14. 8. Exploring Communities
        1. Prerequisite
        2. Setting up an online game using Flash Portlet
        3. Time for action - setting up an online game using Flash Portlet
          1. What just happened?
          2. Have a go hero - displaying a Vegetable schedule
        4. Adding Web Content Display to announce a cricket match
        5. Time for action - announcing a cricket match
          1. What just happened?
        6. Using Video Portlet to share Neighborhood videos
        7. Time for action - sharing Neighborhood videos
          1. What just happened?
        8. Sharing Neighborhood photos using Image Gallery
        9. Time for action - sharing Neighborhood photos
          1. What just happened?
          2. Pop quiz - multiple choice
        10. Exploring chat functionality to enable chat between Neighborhood members
        11. Time for action - exploring chat functionality
          1. What just happened?
          2. Pop quiz - True or false
        12. Integrating Open Social Gadgets in Neighborhood site
        13. Time for action - integrating Open Social Gadgets
          1. What just happened?
        14. Creating bookmark of useful links using Bookmark Portlet
        15. Time for action - creating bookmarks of useful links
          1. What just happened?
        16. Conducting polls in the Neighborhood site using Polls Portlet
        17. Time for action - creating bookmarks of useful links
          1. What just happened?
          2. Pop quiz - multiple choice
          3. Have a go hero - creating more polls
        18. Changing language of Neighborhood site using Language Portlet
        19. Time for action - changing language using Language Portlet
          1. What just happened?
          2. Have a go hero - change user language
        20. Displaying breaking news as a carousel on the Neighborhood site
        21. Time for action - displaying breaking news as a carousel
          1. What just happened?
        22. Defining a search on the Neighborhood site
          1. Setting site wide search on the Neighborhood site
        23. Time for action - searching all content
          1. What just happened?
          2. Setting Web Content search on the Neighborhood site
        24. Time for action - searching for Web Content
          1. What just happened?
          2. Have a go hero - searching only general content
        25. Summary
      15. 9. Setting up an Online Shop
        1. Getting started with online store setup
        2. Online shop configuration
          1. Page configuration
        3. Time for action - configuring an online shop page
          1. What just happened?
          2. Payment configuration
        4. Time for action - configuring tax rate and currency
          1. What just happened?
            1. Payment method configuration
        5. Time for action - configuring payment through PayPal
          1. What just happened?
          2. Adding PayPal Sandbox environment support in the Shopping portlet
        6. Time for action - installing a plugin to provide PayPal Sandbox environment support
          1. What just happened?
            1. What about payment with credit cards?
          2. Shipping cost configuration
        7. Time for action - configuring the shipping cost
          1. What just happened?
            1. Percentage formula for shipping cost calculation
          2. Insurance cost configuration
        8. Time for action - configuring the insurance cost
          1. What just happened?
          2. E-mail configuration
        9. Time for action - configuring the e-mail templates
          1. What just happened?
          2. Pop quiz
        10. Shopping items
          1. Item categories
        11. Time for action - item category creation
          1. What just happened?
            1. Changing the Parent Category
          2. Have a go hero - define another subcategory
          3. Shopping items
        12. Time for action - item creation
          1. What just happened?
            1. Basic attributes
            2. Fields section attributes
            3. Prices section attributes
            4. Images section attributes
          2. Have a go hero - defining a complete set of items for our shop
          3. Pop quiz
        13. Shopping cart
          1. Have a go hero - creating a login id for our customer
          2. Let's do shopping
        14. Time for action - adding items to the shopping cart
          1. What just happened?
            1. Item listing view (category listing view)
            2. Item details view
              1. Shopping cart view
          2. Pop quiz
        15. Checkout process
        16. Time for action - making a payment
          1. What just happened?
          2. Address details
          3. Order confirmation
          4. Have a go hero - verifying PayPal accounts
        17. Order management
        18. Time for action - processing the order
          1. What just happened?
          2. Order listing
          3. Order details
        19. Promotion offers
        20. Time for action - promoting offers
          1. What just happened?
          2. Coupon listing
          3. Edit coupon details
          4. Have a go hero - advertising
          5. Pop quiz
        21. Summary
      16. 10. Liferay Server Administration
        1. Getting started with server administration
        2. Monitoring and managing server resources
        3. Time for action - monitoring and controlling Liferay resources
          1. Memory utilization
            1. Used Memory versus Total Memory
            2. Used Memory versus Maximum Memory
          2. Memory management operations
          3. General maintenance operations
        4. Managing log levels
        5. Time for action - configuring the log levels
          1. What just happened?
          2. What if the class or package entry is not found?
          3. Configuring the log levels permanently
        6. Time for action - changing log levels permanently
          1. What just happened?
        7. Managing file upload size and types
        8. Time for action - configuring document library file settings
          1. What just happened?
        9. Monitoring portal sessions
        10. Time for action - monitoring live user sessions
          1. What just happened?
        11. Configuring multiple portals on the same Liferay server
        12. Time for action - configuring another portal instance
          1. What just happened?
        13. Virtual hosting of communities and organizations
        14. Time for action - virtual host configuration
          1. What just happened?
        15. Implementing the staging environment
        16. Time for action - configuring staging environments
          1. What just happened?
          2. Staging configuration
          3. Publish to Live Now
          4. Scheduled publication
        17. Time for action - scheduling publication of portal changes
          1. What just happened?
        18. Summary
      17. A. PayPal Test Account Configuration
      18. B. Pop quiz Answers
        1. Chapter 1, Planning your Portal
        2. Chapter 3, Understanding Portal Basics and Theming
        3. Chapter 5, Building your First Liferay Site
        4. Chapter 6, Managing Pages, Users, and Permissions
        5. Chapter 7, Creating and Publishing Content
        6. Chapter 8, Exploring the Communities
        7. Chapter 9, Setting up an Online Shop
        8. Bonus Chapter, Exploring Social Collaboration