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WebSphere Portal Administration

WebSphere Portal Administration

WebSphere Portal Administration

IBM WebSphere Portal is an enterprise software to build and manage web portals. It provides access to web content and applications, while delivering personalized experiences for users.
The WebSphere Portal package is a component of WebSphere application software.
Lesson 1. Introduction

Objectives

  • Topic A: WebSphere Portal software stack and architecture View of the stack
  • Topic B: WebSphere Portal and the WebSphere Application Server

Lesson 2. Page management

Objectives

  • Topic A: Navigating and managing WebSphere Portal
    • Administrative interface
    • Pages and page hierarchy
  • Topic B: Creating pages and page management
    • Designing the page hierarchy
    • WebSphere Portal nodes
    • Page layout
    • Portlets and pages
    • Page Builder

Lab 2: Exploring portal page hierarchy and portal commands

Objectives

  • Task 1: Starting and stopping WebSphere Portal
    • Checking the server status of WebSphere Portal and WebSphere Portal Application Server
  • Task 2: Signing up as a new user to the portal
  • Task 3: Exploring the portal Administration area as an administrator
  • Task 4: Creating a new portal page and placing a portal on it
    • Customizing the Reminder portlet
    • Stopping the WebSphere_Portal instance
  • Task 5: Backing up the WebSphere Portal configuration

Lesson 3. Deploying portlets

Objectives

  • Topic A: Portlet deployment
    • Stand-alone environment
    • Clustered environment
  • Topic B: Page hierarchy and portlets
    • Exporting and importing the page hierarchy

Lab 3: Deploying a portlet

Objectives

  • Task 1: Verifying that WebSphere Portal is started and logging in
    • Verifying that WebSphere Portal is started
    • Logging in to WebSphere Portal
  • Task 2: Deploying a portlet

Lesson 4. WebSphere Portal security management

Objectives

  • Topic A: Overview of role-based security
    • Privileges
    • Traversal
  • Topic B: Defining the portal resource security mechanism
    • Defining the portal resource security mechanism
    • Exploring the resources and roles
  • Topic C: Blocking propagation and role inheritance
    • Blocking propagation
    • Blocking inheritance
  • Topic D: Access control settings
    • Initial access control settings
    • Initial portlet access control settings
    • Initial page access control settings
  • Topic E: Granting privileges
    • Granting privileges to a portlet
    • Granting different privileges on a single portlet
  • Topic F: Creating anonymous pages
    • Analyzing role interactions on pages and Portlets
  • Topic G: Traversal
    • The need for traversal
    • Traversal scenario
    • Configuring traversal
  • Topic H: Securing your portal page hierarchy
    • Setting resource permissions

Lab 4: Implementing security and creating a Developer Administration page

Objectives

  • Task 1: Verifying that WebSphere Portal is started and logging in
    Verifying that WebSphere Portal is started
  • Logging in to WebSphere Portal
    • Task 2: Importing the Human Resources page hierarchy
    • Task 3: Viewing the initial security permissions
    • Task 4: Setting and verifying page permissions
    • Task 5: Allowing customization
    • Task 6: Setting and verifying portlet permissions
    • Task 7: Configuring traversal permissions
    • Task 8: Creating an Administration page for developers

Lesson 5. Wikis and blogs

Objectives

  • Topic A: Page Builder theme and a wiki or blog
    • Wikis
    • Blogs
  • Topic B: Adding a wiki or blog to a page
    • Adding a wiki to a page
    • Adding a blog to a page
  • Topic C: Deleting wiki or blog content
    • The difference between deleting and purging
    • Deleting wiki or blog content
  • Topic D: Purging wiki or blog content
    • Purging a wiki or blog
  • Topic E: Assigning access to the wiki or blog
    • Wiki and blog roles
    • Configuring access control to wikis or blogs

Lab 5: Setting up a blog and a wiki

Objectives

  • Task 1: Adding Web Content Management authoring to a base installation
  • Task 2: Adding a blog
  • Task 3: Adding a wiki
  • Task 4: Assigning users rights

Lesson 6 .Tagging and rating

Objectives

  • Topic A: Tag clouds
  • Topic B: Public, private, personal, and community tags
  • Topic C: Statistics
    • Tagging and rating statics
    • Sharing tagging and rating data with portlets

Lab 6: Enabling and configuring tagging and rating

Objectives

  • Task 1: Enabling or disabling tagging and rating for portal users
  • Task 2: Enabling and adding words to the blacklist
  • Task 3: Working with whitelist filters

Lesson 7. Attribute-based administration

Objectives

  • Topic A: Personalization rules
    • Rules
    • Exploring campaigns
  • Topic B: Administering the portal using attribute-based techniques
    • Access control and visibility rules
    • Policies
    • Error condition behavior
  • Topic C: Defining attribute-based administration
    • Examining visibility rules
    • Exploring interactions between security and rules
    • Handling errors
  • Topic D: Creating and managing visibility rules
    • Applying visibility rules to pages and portlets

Lab 7: Creating rules

Objectives

  • Task 1: Verifying that WebSphere Portal is started and logging in
    • Verifying that WebSphere Portal is started
    • Logging in to WebSphere Portal
  • Task 2: Validating the ability to apply rules to a portlet
  • Task 3: Working with visibility rules
    • Creating a visibility rule
    • Applying the new rule to a portlet
    • Creating and applying a visibility rule to a page

Lesson 8. Virtual portals and realms

Objectives

  • Topic A: Virtual portals and multiple realms
    • Defining virtual portals
    • Defining realms
    • Virtual portals with multiple realms
  • Topic B: VMM realm configuration files
  • Topic C: Creating a realm
  • Topic D: Creating a virtual portal
    • Using the Virtual Portal Manager portlet
    • Using the ConfigEngine create-virtual-portal task
  • Topic E: Scoped and non-scoped resources
    • Defining scoped resources
    • Defining non-scoped resources
  • Topic F: Virtual portal provisioning script

Lab 8: Configuring realms and virtual portals

Objectives

  • Task 1: Creating a new user realm
  • Task 2: Creating a virtual portal

Lesson 9. IBM Syndicated Feed Portlet

Objectives

  • Topic A: IBM Syndicated Feed Portlet
    • Proxy for the portlet
    • Configuration options for administrators
    • Management implications
  • Topic B: Feeds
    • SSL feeds
    • Client-side aggregation
    • Cookies and feeds
    • Portlet proxies

Lab 9: Working with the IBM Syndicated Feed Portlet

Objectives

  • Task 1: Adding and configuring a syndicated portlet

Lesson 10. Mashup integration

Objectives

  • Topic A: Defining mashups and iWidgets
    • Mashups
    • iWidgets
    • WebSphere Portal and iWidgets
    • Adding an iWidget to a page
  • Topic B: Integrating mashups
    • Enabling the Mashups tab
    • Adding a new widget

Lab 10: Installing and configuring an iWidget

Objectives

  • Considerations
    • Task 1: Enabling mashup integration
    • Task 2: Adding an iWidget
    • Task 3: Getting
  • started with customizing iWidget attributes

Lesson 11. WebSphere Portal search

Objectives

  • Topic A: Comparing search options
    • Search collections
  • Topic B: Working with WebSphere Portal search
    • Search scope
    • Search links
    • External Search Results portlet

Lab 11: Using external search engines

Objectives

  • Task 1: Configuring external search scopes
  • Task 2: Configuring the External Search Results portlet
    • Updating the Ajax proxy
    • Configuring the External Search Result portlet

Lesson 12. Other administrative portlets

Objectives

  • Topic A: Portal clients
    • Existing client support
    • Adding support for new clients
  • Topic B: Web clippings
    • Defining web clippings
    • Using the Web Clipping Editor to import content
  • Topic C: URL mapping
    • Defining URL mappings
    • Creating a URL mapping
  • Topic D: Custom names
    • Defining custom names
    • Creating custom names

Lab 12: Performing miscellaneous administration tasks

Objectives

  • Task 1: Using web clippings to import content
    • Creating a new page
  • Task 2: Creating a URL mapping
  • Task 3: Creating custom names

Lesson 13. WebSphere Portal usage analysis

Objectives

  • Topic A: Monitoring portal usage
    • Data points available on the server side
    • Enabling server-side logging
    • Reading the log files
  • Topic B: Active Site Analytics for user behavior analysis
    • Samples and custom aggregator
    • Adding an aggregator to a page
    • Aggregators and themes

Lab 13: Enabling and reading the logs

Objectives

  • Task 1: Enabling site analysis logging
  • Task 2: Reviewing the log

Lesson 14. Theme architecture

Objectives

  • Topic A: Client-side aggregation versus server-side aggregation
    • Page aggregation concepts
    • Understanding aggregation options
  • Topic B: Portal customization and branding
    • Defining and creating a brand
    • Defining themes and skins
    • Implementing a theme
    • Adding themes
    • Applying a theme

Lesson 15. Installing WebSphere Portal

Objectives

  • Topic A: Options, methods, and sources for installing WebSphere Portal
    • The Base option
    • The Full option
    • Installation methods
    • Profiles
  • Topic B: Configuring WebSphere Portal
    • Developer mode
    • Empty portal

Lab 15: Installing WebSphere Portal Server

Objective

Lesson 16. Configuring WebSphere Portal

Objectives

  • Topic A: Working with the ConfigEngine and the Configuration Wizard
    • ConfigEngine overview
    • ConfigEngine Wizard overview
    • How the ConfigEngine works
  • Topic B: Configuring the database
    • Configuration tasks for the database
    • Properties for the database configuration
  • Topic C: Using profiles
    • Profile types
    • Considerations for multiple profiles
    • Creating profiles

Lab 16: Configuring the portal database

Objectives

  • Task 1: Configuring the database
    • Creating DB2 databases
    • Migrating databases to DB2
  • Task 2: Verifying the data transfer

Lesson 17. Security for WebSphere Portal

Objectives

  • Topic A: LDAP-based authentication
    • Overview of LDAP-based authentication
  • Topic B: Portal security
    • Authentication
    • VMM and LDAP integration
    • Stand-alone LDAPs, federated repositories, and multiple LDAPs
    • Security for immediate use
    • Custom LDAP integration
    • Property extension database (formerly the Look-aside database)
    • External security managers

Lab 17: Enabling portal security using an LDAP repository

Objectives

  • Task 1: Checking existing users and groups
  • Task 2: Editing security property settings
    • Modifying security properties
    • Restarting WebSphere_Portal
    • Changing the WebSphere Portal administrator and administration group
    • Restarting WebSphere_Portal
  • Task 3: Testing the new security settings

Lesson 18. Creating a cell

Objectives

  • Topic A: Network deployment overview
    • Concepts
    • Architecture
    • Topic B: Creating a cell
    • Installing network deployment
    • Creating and working with the deployment manager profile

Lab 18: Creating a portal cell

Objectives

  • Task 1: Stopping WebSphere Portal Server, if needed
  • Task 2: Installing the Deployment Manager
  • Task 3: Starting and configuring the Deployment Manager
    • Starting the Deployment Manager
    • Configuring the Deployment Manager
    • Increasing the HTTP connection timeout
    • Setting the requestTimeout for the Java management extensions connector
    • Changing the maximum Java heap size
    • Creating a WebSphere Portal administrator group
    • Changing the SOAP timeout

Lesson 19. Federating a portal node into a cell

Objectives

  • Topic A: Federating and clustering a WebSphere Portal node
    • Planning
    • Administrative tools
    • Federating the node
    • Topic B: Managing a WebSphere Portal cluster
    • Starting and stopping the node agent

Lab 19: Federating and clustering the primary node

Objectives

  • Task 1: Creating the WebSphere Portal profile template
  • Task 2: Preparing the deployment manager
  • Task 3: Federating and clustering the primary node
    • Federating the node
    • Creating a static cluster
    • Creating the cluster definition and adding WebSphere_Portal to the cluster
    • Verifying that the cluster was created

Lesson 20. Troubleshooting

Objectives

  • Topic A: Overview of troubleshooting
    • Logs
    • Logging and tracking
    • IBM Support Assistant-lite
  • Topic B: Tools for troubleshooting
    • Tracing

Lab 20: Troubleshooting a portal

Objectives

  • Task 1: Restarting all servers and checking runtime log files
    • Stopping the portal, node agent, and deployment manager on all nodes
    • Deleting the log files for the servers
    • Starting the deployment manager and node agent and examining the log files
    • Starting the portal nodes
    • Starting the portal server from the administrative console
    • Using the administrative console to examine the SystemOut and SystemError
    • logs for each server
  • Task 2: Enabling tracing for portal components
    • Changing the detail level for tracing on the first cluster member
    • Restarting WebSphere Portal
    • Examining the startup trace information in the tracelog file
    • Logging in to the portal and examining the trace log
  • Task 3: Working with the IBM Support Assistant
  • Task 4: Using the Tivoli Performance Viewer
    • Starting the performance viewer
    • Monitoring the portal servlet
    • Examining the Tivoli Performance Viewer performance advisor
    • Exiting the Tivoli Performance Viewer and disabling monitoring on the servers
    • Cleaning up your desktop

Lesson 21. XML Access

Objectives

  • Topic A: The XML configuration interface for WebSphere Portal
    • Overview of the XML configuration interface
    • Working with the XML configuration interface tool
  • Topic B: Examples of when to use XML Access
    • Exporting configurations

Lab 21: Using XML Access

Objectives

  • Task 1: Generating a full export of the WebSphere Portal 70 configuration
  • Task 2: Verifying that the export process ran successfully

Lesson 22. Production topologies

Objectives

  • Topic A: Production topologies
    • Distributed or stand-alone
    • Vertical cluster
    • Horizontal cluster
    • Portal farms, cloud computing, and network deployment infrastructures
  • Topic B: Building a development- and a production-ready deployment
    • Planning
    • Considerations
  • Topic C: Reducing single points of failure
    • Portal infrastructure
    • Approaches for reducing single points of failure
  • Topic D: Enabling redundancy for configuration data
    • Defining configuration data
  • Topic E: Evaluating data requirements
  • Topic F: Database split options
    • Defining database split options
  • Topic G: Configuring databases for failover
    • Database failover support options
    • Defining scalability
  • Topic H: Capacity planning considerations
  • Topic I: Web Services for Remote Portlets
    • Defining WSRP
    • Benefits of WSRP

Lesson 23. Managing portlets in WebSphere Portal clusters

Objectives

  • Topic A: Deploying portlets in a cluster
    • Clustered portlet deployment task
    • Clustered portlet deployment process
  • Topic B: Installing or updating a portlet in a cluster
  • Topic C: Synchronizing nodes
  • Topic D: Using XML Access in a cluster

Lesson 24. Staging to production

Objectives

  • Topic A: Moving from a staging to a production environment
    • Staging versus production
    • Determining what is moved into production
  • Topic B: Reviewing the release life cycle
    • Overview of the release life cycle
  • Topic C: Staging system and production system
    • Defining the staging environment
    • Defining the production environment
  • Topic D: Implementing releases
    • Defining releases
    • Managing releases
  • Topic E: Using Release Builder
    • Defining Release Builder
    • Executing Release Builder
    • Exploring release scenarios
  • Topic F: Moving artifacts manually
    • Identifying artifacts not supported by Release Builder
    • Moving artifacts manually from staging to production

Lab 24: Deploying resources from staging to production

Objectives

  • Task 1: Exporting the release from production
    • Exporting the current configuration using XML Access
    • Verifying that the export process ran successfully
  • Task 2: Moving staging resources to production
  • Task 3: Running Release Builder to create a differential release
  • Task 4: Importing a differential release (production server)
    • Importing the differential release
    • Verifying that the XML Access command ran successfully
    • Activating the portlet

Lesson 25. Production procedures

Objectives

  • Topic A: Backup procedures for the production environment
  • Topic B: Applying updates in the production environment
    • Applying WebSphere Application Server updates
    • Applying WebSphere Portal updates

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