Oracle WebLogic Portal 10g R3: System Administration

Volume 1 Student Guide

D58824GC10 Edition 1.0 September 2009 D62293

Author Mary Peek Technical Contributors and Reviewers Bill Bell Josh Lannin TJ Palazzolo Brad Posner Greg Smith Editor Aju Kumar Daniel Milne Publisher Pavithran Adka

Copyright 2009, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Contents

Course Introduction Objectives I-2 Target Audience I-3 Course Objectives I-4 Introductions I-5 Course Schedule I-6 Appendixes I-8 Course Practices I-9 Classroom Guidelines I-10 For More Information I-11 Related Training I-12 Summary I-13 Introduction to Oracle WebLogic Portal Objectives 1-2 Lesson Agenda 1-3 Enterprise Web Space 1-4 Enterprise Web Challenges 1-5 Portals to the Rescue 1-6 Enterprise Portal Requirements 1-7 Section Review 1-8 Lesson Agenda 1-9 Oracle WebLogic Platform 1-10 Oracle WebLogic Portal 1-11 Portal Project Life Cycle 1-12 WebLogic Portal Services 1-13 Portal Application Framework 1-14 Federated Portals 1-15 Content Management 1-16 User Profiles 1-17 Personalization 1-18 Portal Security and Administration 1-19 Enterprise Search 1-20 Workshop for WebLogic IDE 1-21 WLP Administration Console 1-22

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Quiz 1-23 Section Review 1-25 Lesson Agenda 1-26 WebLogic Platform Installation 1-27 Installation Options 1-28 Graphical Installation 1-29 Console Installation 1-33 Silent Mode Installation 1-34 Windows Start Menu Shortcuts 1-35 Product Home Directory 1-36 WebLogic Server Home Directory 1-37 WebLogic Portal Home Directory 1-38 Quiz 1-40 Section Review 1-41 Summary 1-42 Practice 1-1 Overview: Installing Oracle WebLogic Portal 1-43 Practice 1-2 Overview: Inspecting the Practice Environment 1-44 2 Domains and Applications Objectives 2-2 Lesson Agenda 2-3 WLS Domain Review 2-4 Development Environment 2-5 Single Server in Production 2-6 Clustered Servers in Production 2-7 Zero-Downtime Architectures 2-8 Multicluster Architecture 2-9 Active/Active Environments and WLP 2-12 Quiz 2-13 Section Review 2-14 Lesson Agenda 2-15 Configure a Domain 2-16 Review: Domain Templates 2-17 WLP Domain Extensions 2-18 Start the Configuration Wizard 2-19 Create a New Domain 2-20 Create a WLP Domain 2-21 Development and Production Domains 2-22 Configure the Administration and Managed Servers 2-23 Configure Clusters 2-24 Configure WLP Data Sources 2-25
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WLP Database Initialization 2-26 Create a New Domain by Using WLST create_wlp_domain.py 2-27 Domain Directory Structure 2-28 Additional WLP Domain Activities 2-29 WLS Administration Console 2-30 Accessing the WLS Administration Console 2-31 Quiz 2-32 Section Review 2-33 Practice 2-1 Overview: Configuring a Portal Cluster 2-34 Lesson Agenda 2-35 Supported Database Configurations 2-36 WLP DB Initialization 2-38 WLP DB Loader Architecture 2-39 DB Loader Resources 2-40 Sample database.properties File 2-42 Configuring the Main WLP Database 2-43 WLP DDL Naming 2-44 Quiz 2-45 Section Review 2-46 Practice 2-2 Overview: Configuring a Portal Database 2-47 Lesson Agenda 2-48 Portal EAR Application Modules 2-49 Multiple WLP Applications 2-50 WLP Descriptor File: Overview 2-51 Datasync: Overview 2-52 Shared Library Concepts 2-53 WLP Shared Libraries 2-54 Deploying Shared Libraries 2-55 Project Facets in Workshop 2-56 WLP Facets and Shared Libraries 2-57 weblogic-application.xml 2-59 weblogic.xml 2-60 Deploying Portal Applications 2-61 Portal Admin Console Libraries 2-62 Quiz 2-63 Section Review 2-64 Summary 2-65 Practice 2-3 Overview: Deploying a Portal Application 2-66

Desktop Administration Objectives 3-2 Lesson Agenda 3-3 Portal Desktops 3-4 A Sample Portal Desktop 3-5 Pages 3-6 Books 3-7 Book Navigation Type 3-8 Page Layouts 3-9 Nested Menus 3-10 Look and Feel 3-11 Themes 3-12 Shells 3-13 Quiz 3-14 Section Review 3-15 Lesson Agenda 3-16 Portal Development Life Cycle 3-17 Portal Desktop Life Cycle 3-18 Developer Desktop Templates 3-19 Developer Books and Page Templates 3-20 Production Desktop Administration 3-21 Portal Library Resources 3-22 Portal Localization 3-23 Library Synchronization 3-24 Desktop Resources 3-25 Desktop URLs 3-26 Create a Portal Container 3-27 Create a Desktop 3-28 Named Desktop Templates 3-30 Modify Desktop Resources 3-31 Desktop Management 3-32 Book Management 3-33 Page Management 3-34 Portlet Preferences 3-35 Portal Customization 3-37 WLP Visitor Tools 3-38 Visitor Tools 3-39 Lock Placeholders 3-40 Portal Resource Updates 3-41 Quiz 3-42 Section Review 3-43
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Practice 3-1 Overview: Creating a Production Desktop 3-44 Lesson Agenda 3-45 Export/Import (XIP) Utility 3-46 New Development Cycle 3-47 Scripted Desktop Creation 3-48 Getting Started 3-49 Basic Export Properties 3-50 Basic Import Properties 3-51 Sample XIP Ant Build Script 3-52 Resource Scope 3-53 Advanced Import Properties 3-54 Quiz 3-55 Section Review 3-56 Practice 3-2 Overview: Exporting a Production Desktop 3-57 Lesson Agenda 3-58 Desktop URLs 3-59 Custom URL Templates 3-60 URL Compression 3-61 Defining the Compression Servlet in web.xml 3-62 Enable URL Compression 3-63 Desktop Performance 3-64 Desktop Control Tree 3-65 Control Tree Optimization 3-66 Portlet Content Caching 3-67 Asynchronous Portlet Execution 3-68 AJAX Overview 3-69 Asynchronous Desktop Setup 3-70 Quiz 3-71 Section Review 3-72 Lesson Agenda 3-73 Portal Framework DB Tables 3-74 Capacity Planning 3-76 Section Review 3-77 Summary 3-78 4 Users and Security Objectives 4-2 Lesson Agenda 4-3 WebLogic Portal Security Realm 4-4 SQL Authenticator 4-5 XACML Role Mapper 4-6
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WLP Provider Details 4-7 WLP Provider Configuration 4-8 Quiz 4-9 Section Review 4-10 Lesson Agenda 4-11 Users and Groups 4-12 Create a Group 4-13 Add a New User to a Group 4-14 User Profiles 4-15 Why User Profiles? 4-16 Manage User Profiles 4-17 Group Profiles 4-18 Property Sets 4-19 Unified User Profile (UUP) 4-20 Property Managers 4-21 UUP Configuration 4-22 LDAP Property Manager 4-23 LDAP UUP and Transparent Failover 4-24 Anonymous User Profiles 4-25 Tracked User Profiles 4-26 Anonymous Profile Configuration 4-27 Quiz 4-28 Section Review 4-29 Practice 4-1 Overview: Configuring a Custom Property Manager 4-30 Lesson Agenda 4-31 Roles 4-32 Create a Visitor Role 4-33 Date/Time Role Expressions 4-34 Profile Role Expression 4-35 Role Scope 4-36 Entitlements 4-37 Visitor Entitlements 4-38 Entitlement Scope 4-39 Create a Portlet Entitlement 4-40 Role Policy Summary 4-41 System Roles 4-42 Customization and Entitlements 4-43 Protect Template Files 4-44 Quiz 4-45 Section Review 4-46 Practice 4-2 Overview: Entitling a User Role 4-47
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Lesson Agenda 4-48 Delegated Administration Roles 4-49 Create Administrative Roles 4-50 Administrative Role Membership 4-51 PortalSystemDelegator 4-52 Delegation Settings 4-53 Delegated Administration Capabilities 4-54 Grant Group Capabilities 4-55 Grant Desktop Capabilities 4-56 Quiz 4-57 Section Review 4-58 Practice 4-3 Overview: Delegating Administrative Rights 4-59 Lesson Agenda 4-60 Portal Security Tables 4-61 Capacity Planning 4-63 Section Review 4-64 Summary 4-65 5 Portal Federation Objectives 5-2 Lesson Agenda 5-3 Federated Portals 5-4 Without Federation 5-5 With Federation 5-6 Federated Portals: Benefits 5-7 WebLogic Portal Federation 5-8 Quiz 5-9 Section Review 5-10 Lesson Agenda 5-11 What Are Web Services? 5-12 Motivation for Web Services 5-13 Web Services Roles 5-14 Web Service Technologies: WSDL 5-15 Web Service Technologies: SOAP 5-16 Web Service Technologies: UDDI 5-17 UDDI Data Model 5-18 tModels and UDDI 5-19 What Is WSRP? 5-20 WSRP Architecture 5-21 WSRP Propagation 5-22 Quiz 5-24
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Section Review 5-25 Lesson Agenda 5-26 WebLogic WSRP Consumer 5-27 Consumer Configuration 5-28 WebLogic WSRP Producer 5-29 Complex Versus Simple Producers 5-30 Simple Producers 5-31 Producer WSDL 5-32 Offer a Portlet in a Producer Application as Remote 5-33 Service Registry Producer Integration 5-34 Register a Producer to a Consumer 5-36 Register a Producer to a Consumer Using the Administration Console 5-37 Setting Up wsrp-consumer-portlet-registry-config.xml for Searching a Registry 5-39 Searching a Registry 5-40 Consumer Registration Entitlements 5-41 Configuring Property Sets Using Workshop 5-42 Create a Role in the Producer Application 5-43 Set Portlet Entitlements in the Producer Application 5-44 Registration Properties in Consumer Application 5-46 Add Remote Portlets to Consumer 5-47 Proxy Books and Pages 5-48 Proxy Portlet Timeout Properties 5-49 WSRP Interceptors 5-50 Interceptor Deployment 5-51 Quiz 5-52 Section Review 5-53 Practice 5-1 Overview: Consuming a Remote Portlet 5-54 Lesson Agenda 5-55 What Is Security Assertion Markup Language (SAML)? 5-56 WebLogic SAML Framework 5-57 Credential Mapper 5-58 Identity Asserter 5-59 WSRP Security with SAML 5-60 Generate Key 5-61 Export Key 5-62 SAMLCredentialMapper Configuration 5-63 Import Key 5-64 SAMLIdentityAsserter Configuration 5-65 Federation and User Profiles 5-67 Quiz 5-68
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Section Review 5-69 Lesson Agenda 5-70 What Is Portlet Publishing? 5-71 Examples of Portlet Publishing 5-72 Portlet Publishing Versus WSRP 5-73 Consuming WLP Portlets: The Big Picture 5-74 Portlet Publishing Service 5-75 Types of Portlets 5-76 Creating a Library Instance Portlet URL 5-77 Creating a Desktop Instance Portlet URL 5-78 Desktop Instance Portlet URL: Example 5-79 Consuming a Published Portlet 5-80 Consuming a Portlet Using an Inline Frame Tag 5-81 Quiz 5-82 Section Review 5-83 Practice 5-2 Overview: Publishing a Remote Portlet 5-84 Lesson Agenda 5-85 Tables for Portal Federation Features 5-86 Section Review 5-88 Summary 5-89 6 Content Management Objectives 6-2 Lesson Agenda 6-3 What Is Content? 6-4 Why Use Content Management? 6-5 Content Management Systems 6-6 WLP Content Management Features 6-7 Quiz 6-8 Section Review 6-9 Lesson Agenda 6-10 WLP Virtual Content Repository 6-11 Managing Content Repositories 6-12 Accessing the Content Manager 6-13 Editing a Repository 6-14 Multiple Database Repositories 6-16 Creating a Database Repository 6-17 Setting a Repository Data Source 6-18 Creating a File Repository 6-19 Repository Cache Settings 6-21 Content Types 6-22
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Content Type Hierarchy 6-23 Content Type Aggregation 6-24 Adding a New Type 6-25 Adding Type Properties 6-26 Quiz 6-28 Section Review 6-29 Practice 6-1 Overview: Creating a Content Type 6-30 Lesson Agenda 6-31 Adding Content 6-32 Adding a New Content Folder 6-33 Adding New Content 6-34 Reordering the Contents of a Folder 6-35 Setting the Default Sort Order 6-36 Rich Text Document Editor 6-37 Library Services 6-38 Enabling Library Services 6-39 Content Workflows 6-40 Content Workspace 6-41 Using the Library Services 6-43 Assigning Workflow to Content Type 6-44 Creating Content Entitlements 6-45 WebDAV 6-46 Enabling WebDAV 6-47 Quiz 6-48 Section Review 6-49 Practice 6-2 Overview: Managing and Securing Content 6-50 Lesson Agenda 6-51 Third-Party Content Management Systems 6-52 Repository SPI 6-53 Adding a New Third-Party Repository 6-54 JSR-170 6-55 Connecting to a JSR-170 Repository 6-56 Quiz 6-57 Section Review 6-58 Lesson Agenda 6-59 Content Management Tables 6-60 Tables for CMS Library Services 6-61 Section Review 6-62 Summary 6-63

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Staging and Maintenance Objectives 7-2 Lesson Agenda 7-3 Review: Deployment Plans 7-4 WLP Descriptors 7-5 Service Administration 7-6 Plan Generation 7-7 Plans and the Project Life Cycle 7-8 Deployment Plan: Example 7-9 Quiz 7-10 Section Review 7-11 Lesson Agenda 7-12 Staging and Propagation Concepts 7-13 Portal Propagation Tool 7-14 Propagation Inventory Contents 7-15 Environment-Specific Data 7-16 Scenario: Staging to Production 7-17 Scenario: New Datasync Files 7-18 Download a Propagation Inventory 7-19 Combine Inventories 7-21 Review Propagation Changes 7-24 Create a Merged Inventory 7-25 Quiz 7-27 Practice 7-1 Overview: Propagating Portal Data 7-28 scope.properties 7-29 policy.properties 7-30 Scripted Propagation 7-31 Propagation Ant Tasks 7-32 Ant Propagation Example: build.xml 7-34 Maintenance Mode 7-36 Quiz 7-37 Section Review 7-38 Practice 7-2 Overview: Propagating Portal Data Using Ant 7-39 Lesson Agenda 7-40 Why Use Caching? 7-41 WLP Caching Framework 7-42 Default Cache Implementation 7-43 Cache Administration 7-44 Some Cache Descriptions 7-45 Custom Caches 7-47

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Monitor Caches 7-48 Quiz 7-49 Section Review 7-50 Summary 7-51 8 Enterprise Search Administration Objectives 8-2 Lesson Agenda 8-3 Enterprise Search 8-4 Autonomy Architecture 8-5 Supported Configurations 8-6 Autonomy Layout 8-7 Start Autonomy 8-9 Stop Autonomy 8-10 License Details 8-11 Support 8-12 Quiz 8-13 Section Review 8-14 Lesson Agenda 8-15 IDOL Server 8-16 IDOL Layout 8-17 Basic IDOL Configuration 8-19 Action Command Interface (ACI) 8-20 Basic Action Commands 8-21 IDOL Databases 8-22 Verify Database Contents 8-23 Agents 8-24 Categorization 8-25 Information Clusters 8-26 Cluster Scheduling 8-27 Quiz 8-28 Section Review 8-29 Practice 8-1 Overview: Configuring the IDOL Server 8-30 Lesson Agenda 8-31 Autonomy Connectors 8-32 Import Module 8-33 File System Fetch 8-34 File System Fetch Layout 8-35 Basic Configuration 8-36 Fetch Configuration 8-37 HTTP Fetch 8-38
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HTTP Fetch Layout 8-39 Basic Configuration 8-41 Spider Configuration 8-42 Spider Log 8-43 BEA CMS Fetch 8-45 BEA CMS (File System) Fetch Layout 8-46 Enable Content Indexing 8-47 Repository Properties for Search 8-48 Search Indexed Content 8-49 Searchable Content 8-50 Quiz 8-51 Section Review 8-52 Practice 8-2 Overview: Spidering a Web Site 8-53 Lesson Agenda 8-54 DiSH Server 8-55 DiSH Interface 8-56 DiSH Layout 8-57 Basic DiSH Configuration 8-59 Child Service Configuration 8-60 Dashboard Installation 8-61 Service Registration 8-62 Service Management 8-63 Service Configuration 8-64 Service Monitoring 8-65 Scheduled Action Commands 8-66 Quiz 8-67 Section Review 8-68 Practice 8-3 Overview: Managing Autonomy Services 8-69 Summary 8-70 9 Integration with Oracle WebCenter Analytics Objectives 9-2 Lesson Agenda 9-3 Oracle WebCenter Analytics for WLP 9-4 Benefits of WebCenter Analytics 9-5 Components of WebCenter Analytics 9-6 WebCenter Analytics Architecture 9-7 Quiz 9-8 Section Review 9-9 Lesson Agenda 9-10 Hardware and Software Requirements 9-11
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Installing Analytics 9-13 1. Installing Analytics 9-14 2. Integrating Analytics with WLP 9-15 Adding the Analytics Facet to Your Web and EAR Applications 9-16 Configuring Analytics Integration 9-17 Deploying Analytics in the Production Domain 9-18 3. Configuring the Analytics Database 9-19 4. Configuring Analytics 9-20 5. Registering Portal Events with Analytics 9-21 6. Starting Analytics and Portal Services 9-22 Log Files 9-23 Quiz 9-24 Section Review 9-25 Lesson Agenda 9-26 Accessing Analytics Reports 9-27 Viewing Analytics Reports 9-28 Events/Data Collected 9-29 Summary Metrics 9-30 Desktop Traffic 9-31 Desktop Response Time 9-32 Portlet View Traffic 9-33 Portlet Response Time 9-34 Searched Keywords 9-35 User & Administrative Features 9-36 Quiz 9-37 Section Review 9-38 Summary 9-39 Appendix A: Practices and Solutions Appendix B: Community Administration Objectives B-2 Lesson Agenda B-3 Collaboration Portals B-4 Collaboration Requirements B-5 WebLogic Portal Communities B-6 Desktops and Communities B-7 Community Templates B-8 Community Metadata: partner.ctmeta B-9 Community Metadata B-10 Create a Community Template B-11
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Create a Community Desktop B-13 Quiz B-15 Section Review B-16 Lesson Agenda B-17 Community Management B-18 Community Properties B-19 Member Management B-21 Create an Invitation B-22 Role Capabilities B-24 Edit Role Capabilities B-25 Quiz B-26 Section Review B-27 Lesson Agenda B-28 GroupSpace Community B-29 GroupSpace Architecture B-30 GroupSpace Portlets B-31 GroupSpace Domains B-32 GroupSpace Shared Libraries B-33 GroupSpace Resources B-34 GroupSpace Data Visibility B-35 GroupSpace Content B-36 Portlet: Announcements B-37 GS Announcements B-38 Portlet: GS Issues B-39 Using GS Issues B-40 Portlet: Notifications B-41 Quiz B-42 Section Review B-43 Lesson Agenda B-44 Tables B-45 Section Review B-46 Summary B-47 Appendix C: Introduction to the Oracle Lab Framework Objectives C-2 Lesson Agenda C-3 What Is the Oracle Lab Framework? C-4 Reference Variables C-5 Lab Framework C-6 Start a New Lab C-7 Start a Lab Solution C-8
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Additional Documentation C-9 Quiz C-10 Section Review C-11 Lesson Agenda C-12 Course Layout C-13 Lab Framework Implementation C-14 Lab Framework Layout C-15 Lab Framework Tasks C-16 Lab Framework Configuration C-17 Sample Configuration C-19 Quiz C-20 Section Review C-21 Summary C-22 Index

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