IBM Software

Integrating WCM with Personalization

and Connections via CMIS
Lab Exercises

An IBM Proof of Technology

An IBM Proof of Technology

Catalog Number

Copyright IBM Corporation, 2012

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM Software

Contents
OVERVIEW

DURATION...........................................................................................................................................................................4

LAB 1

INTEGRATING CONTENT FROM IBM CONNECTIONS USING CMIS 5

1.1

REGISTER THE CONNECTIONS SERVER.......................................................................................................................5

1.2

ACCESS CONNECTIONS FILES (START STEPS HERE)................................................................................................8

1.3

CREATE PERSONALIZATION RULE AND COMPONENT................................................................................................9

1.4

SHOW CONTENT USING CMIS, AND PERSONALIZATION..........................................................................................22

APPENDIX A

TROUBLESHOOTING

APPENDIX B

NOTICES

APPENDIX C

TRADEMARKS AND COPYRIGHTS

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Overview
In this lab you will integrate content from IBM Connections into WCM content pages through the
federated documents feature. The federated documents feature enables you to insert links to content
that resides in a remote content repository. You can now insert links to documents from repositories that
support Content Management Interoperability Services 1.0 (CMIS 1.0).The federated documents feature
can acquire metadata from remote systems that support the following methods:

Document Services remote interfaces, as supported by Lotus Quickr, DB2 Content Manager,
and FileNet Content Manager

Content Management Interoperability Services 1.0 (CMIS 1.0)

ATOM feeds

The CMIS specification aims to standardize a Web services interface specification that will enable
greater interoperability of Enterprise Content Management (ECM) systems.
The CMIS specification provides a Web services interface that:

Is language-agnostic (REST and SOAP are implemented in many languages)

Decouples web service and content. So CMIS can be used to access a historic document
repository.

One use case scenario for CMIS is Federated Repositories. This is where an application talks to many
different repositories while presenting a singular interface to the user. In WCM

Duration
You should be able to complete this lab in approximately 30 - 40 minutes.

IMPORTANT
This lab is dependent on the Nested Navigator lab for the libray that gets completed with that lab. If you
follow just the steps to create the library from the Nested Navigator lab, this lab will work.

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Lab 1

Integrating Content from IBM Connections Using CMIS

To demonstrate the new support for CMIS in WCM, you will create a personalization rule which will
retrieve all of the files in an IBM Connections files folder. You will create a personalization component
which references the personalization rule.

IBM Connections files enable you to share content with other people. You can use files to:

Upload files and share them with others.

Tag files so that they're easy to find.

Add recommendations and comments.

Reduce inbox "bloat."

Files provide a convenient way to share documents, spreadsheets, presentations, and other
types of files with people without the need to send large files through email.

1.1

Register the Connections Server

Before you can access documents on remote servers, you must first register the remote server with the
WebSphere Portal server. This includes specifying the authentication method and location of the server.
This step is typically done by the administrator (not end-users).
NOTE: IN ORDER TO SAVE TIME, THIS SETUP/CONFIGURATION HAS BEEN DONE FOR YOU.
THESE STEPS ARE LISTED HERE FOR YOUR REFERENCE. PLEASE REVIEW AND THEN
PROCEED TO THE NEXT SECTION.
__1.

Using a web browser, go to http://portalww.demos.ibm.com:10032/ibm/console and login as

wpadmin (password is passw0rd). There will be a link on the toolbar for it.

__2.

Click Resources-->Resource Environment-->Resource Environment Providers.

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__3.

Locate WP FederatedDocumentsService and click on it.

__4.

Under the Additional Properties section, click on Custom Properties.

__5.

Add the following three properties. Note that the names/values ARE CASE-SENSITIVE.

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Name
Value

: wp.federated.documents.connections1.type
: CMIS

Name
Value

: wp.federated.documents.connections1.url
: https://connections.ibm.com/files/basic/cmis/my/servicedoc

Name
Value

: wp.federated.documents.connections1.title.default
: IBM Connections Files

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These property values define the server name, url location, and protocol
used for communication. Note that additional servers can be defined by
changing the suffix (i.e. wp.federated.documents.connections3.url and
wp.federated.documents.connection3.url).

Additional properties can be defined to store user credentials in the portal

credential vault. However, for the purposes of this lab, single signon using
LTPA tokens has been configured. For further details, see the Integrating
IBM Connections files chapter of the WebSphere Portal InfoCenter.

__6.

__7.

Because communication with the IBM Connections Server is performed over HTTPS, the
Connections Server SSL certificate must be imported to set up a trust association. This is
accomplished by completing the steps below:
__a.

Navigate to Security-->SSL certificate and key management-->Key stores and

certificates.

__b.

Navigate to NodeDefaultTrustStore --> Signer certificates.

__c.

Click the Retrieve from port button.

__d.

Enter connectionsww.demos.ibm.com as the hostname, 9444 as the port, and

connections as the alias/name.

__e.

Click the Retrieve signer information button.

__f.

Click OK and then Save to save the imported SSL certificate.

Click the Logout link located in the top right corner of the window.

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1.2

Access Connections Files (Start steps here)

In this section, you will learn how users can insert links to files stored in a CMIS Repository, such as IBM
Connections Files. There are other repositories that can be used like IBM Filenet and IBM Lotus Quickr.
__1.

Complete the following steps to populate IBM Connections with conference related files.
Although outside the objective of this lab, it is important to note that by uploading files into
Connections, you can easily share with others in your network, in a community, and get
feedback before making them available on the external site.

__2.

Using a web browser, go to http://connectionsww.demos.ibm.com/files and login as

wpadmin (password is passw0rd).
NOTE: You will have to start the Connections image used for the STEW.

__3.

Click the Upload a File button, located in the top right corner of the window.

__4.

Navigate to your lab files directory (/root/Desktop/Lab Files/vCMIS) and select the
ConferenceInfo.pdf file. Enter ConferenceInfo as the name, and enter conference info as
the tag values. Choose the share with the Public and then click the Upload button.

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__5.

Click the Upload a File button once again. Browse to your lab files directory and select the
ConferenceSchedule.pdf file. Enter ConferenceSchedule as the name, and enter
conference schedule as the tag values. Choose the share with the Public and then click the
Upload button.

To make the list more interesting, add your own files to the folder. There are additional files you
can upload in the /root/Desktop/Lab Files/CMIS directory. There is a link to the Lab Files
directory on the desktop.
__6.

Verify that the conference related files appears in your file listing. (Note that you may have
other files there, from other labs.)

Select a file and view the metadata contents and optionally examine the document.

1.3

Create Personalization Rule and Component

We will create a Personalization rule to select these documents and create a Personalization component
in Web Content Manager to use within content.

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Portal Personalization will help the federated documents feature to retrieve metadata about documents
stored in external content management systems or document repositories, such as IBM Lotus Quickr,
IBM DB2 Content Manager, or IBM FileNet Content Manager, and IBM Connections.
You can use a personalization component in IBM Web Content Manager to display metadata from
federated documents and to create links that can be used to download or open the documents.

1.3.1

Create the Personalization rule

This rule will select the documents posted in Connections.

__1.

To navigate back to WCM type in http://portalww.demos.ibm.com:10039/wps/myportal in your

browser window.
With Single-Signon working, it should get you right into the Portal.

__2.

Login using wpadmin for the userid and passw0rd for the password.

__3.

Click on Applications->Personalization->Business Rules.

__4.

Click New->Rule.

CMIS

__5.

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Name the Rule CMIS PZN Rule.

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__6.

Click on the Web Content link in the Select statement and choose Federated Documents.

__7.

Click the > next to value. Scroll through the popup dialog box until you see Select
Document Folder.

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__8.

The next dialog box displays the option to select from a pre-configured server or you can type in
the URL for a content server. You can also select the authentication method.
Choose the IBM Connections Files option and click Next.

__9.

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At the beginning of this lab, we outlined the steps to register the IBM Connections
server with the WebSphere Portal server. This included specifying the authentication
method and location of the server. This is why you see IBM Connections listed as a
predefined server in the dialog box. Take the default selections in the Select a Folder
dialog box and click the Next button.

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__10.

Expand wpadmin and select My Files. Click Finish.

__11.

The result should look like the screen shot below.

__12.

Click Save.

__13.

Click the Preview tab. The files stored in the Articles folder on IBM Connections should display.

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Now that you know the rule works correctly, you will reference this rule in a personalization component in
WCM.

1.3.2

Create Personalization Component

Using the Web Content Manager Authoring Portlet, we will create the component. We will be using the
library created in the previous lab.
__14.

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Click on Content->Web Content Management.

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__15.

Click New->Component->Personalization.

__16.

Type CMIS PZN Component in the Name and Display Title fields.

__17.

Click Location twistie and Select the Nested Navigator library.

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__18.

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Click the Search button in the Personalization Element section. Select the CMIS PZN Rule.
Click OK.

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__19.

Your result should look like this:

__20.

In the Header section add:

<h2>IBM Connections Files for Article</h2>

<ul>
__21.

Design for each menu search result:<atarget

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<h4>
<a target="_blank" href=" [AttributeResource
attributeName="contentLink" separator=","]">
[AttributeResource attributeName="title" separator=","]
</a>
</h4>
__22.

Footer
</ul>

__23.
__24.

Click Save. (Do not click Save and Close)

__25.

Click Preview. Select Articles as the Site Area and Click OK.

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The Preview window should look like this:

1.3.3

Include component in Presentation template

We will include a reference to this component in the Article Presentation Template.

__26.

In the Nested Navigator library, select the Presentation Templates view.

__27.

Select Article Presentation template and click Edit.

__28.

Place your cursor just below this line in the Presentation Markup field.

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[Element context="current" type="content" key="Body"]

__29.

Click Insert a Tag button.

__30.

Select a tag type: to be Component.

__31.

Click the Select a library component button. Select the CMIS PZN Component.

__32.

Click OK.

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__33.

A new tag statement is inserted which references the personalization component.

__34.

Save and Close Presentation Template.

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1.4

Show content using CMIS, and Personalization

This far, we have used Personalization to get a a list of files coming from IBM Connections. We are
using the CMIS protocol to link to a set of files. We will use the CMIS protocol in this section directly
from the Rich Text Editor.
We will post the content on a web page.
__1.

In the Library, select New > Content > Select from all Content Templates.

__2.

Make sure you are in the Nested Navigator library and select Article Authoring Templates and
click OK.

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__3.

Add Conference Information in the Name and Display title fields.

__4.

Add the following text in the rich text field and press enter to add a blank line after the text.
Conference Info and Conference Schedule are available as downloadable documents.

__5.

Add a link to the ConferenceInfo.pdf document stored in IBM Connections by completing the
following steps:
__a.

From the rich text editor, highlight the words Conference Info and click on the Insert
Link to Remote Document toolbar icon, as shown in the figure below:

__b.

Select IBM Connections Files as the predefined server and click Next.

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Note that clicking on the 'change authentication

method list' allows you to specify authentication
credentials. Since LTPA single sign-on was
configured for this lab environment, this option is
not needed.

__c.

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Navigate to the wpadmin-->My Files folder on the left, select the ConferenceInfo.pdf
document, and then click Finish.

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__d.

Observe that the Conference Info words within the rich text editor now appears as a link.

__6.

Add a link to the ConferenceSchedule.pdf document stored in IBM Connections by completing

the similar steps as above.

__7.

Verify that your rich text editor now has two links, as shown in the figure below, and then click
the Save and Close button.

__8.

Click on the CTC Demo Link at the top of your screen.

__9.

You will be placed on the CTC Demo Home page.

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__10.

Click on Edit Mode.

__11.

Click on the Content tab. Search for web content. Select the Web Content Viewer (JSR 286).

__12.

Drag the portlet right after the first portlet on the CTC Demo Home page.

__13.

You should see the following display on your screen. Click the Save link.

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__14.

Click on the Arrow in the upper right hand corner of the portlet and select Edit Shared
Settings.

__15.

Select Content Type: Content Item. Content Behavior: Select content and path.

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__16.

Click the Edit link.

__17.

Click on Recent Items > Conference Information and then OK.

__18.

Click OK in the Edit Shared Settings dialog.

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__19.

Click on the View Mode link.

__20.

__21.

Your result should look like this.

In this lab, you learned about integrating content repositories using the CMIS standard. As you
experienced, WCM includes multiple approaches to including content from other content repositories.
The two we illustrated in this lab were using a personalization rule referenced in a personalization
component. We referenced this personalization component in a presentation template. This component
displayed all the content in the My Files folder in IBM Connections.

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The other method you tried was to create a link to content in the rich text editor. This allowed you to
include links to specific files within IBM Connections. Without the addition of the CMIS standard in Portal
and WCM 8, it would be much more difficult to integrate content from other repositories into WCM.
You can use these techniques to help integrate documents into the context of a we4b content page.
Lab is complete.

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Appendix A Troubleshooting
Include this section IF APPLICABLE. Remove this section if you do not need itsubsequent appendices
will automatically renumber.
Additional appendices if applicable:
Appendix B FAQs
Appendix C Sources

Appendix

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Appendix B Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document in other countries.
Consult your local IBM representative for information on the products and services currently available in
your area. Any reference to an IBM product, program, or service is not intended to state or imply that
only that IBM product, program, or service may be used. Any functionally equivalent product, program,
or service that does not infringe any IBM intellectual property right may be used instead. However, it is
the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or
service.
IBM may have patents or pending patent applications covering subject matter described in this
document. The furnishing of this document does not grant you any license to these patents. You can
send license inquiries, in writing, to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.
For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property
Department in your country or send inquiries, in writing, to:
IBM World Trade Asia Corporation
Licensing
2-31 Roppongi 3-chome, Minato-ku
Tokyo 106-0032, Japan
The following paragraph does not apply to the United Kingdom or any other country where such
provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION
PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS
OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NONINFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states
do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement
may not apply to you.
This information could include technical inaccuracies or typographical errors. Changes are periodically
made to the information herein; these changes will be incorporated in new editions of the publication.
IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this
publication at any time without notice.
Any references in this information to non-IBM Web sites are provided for convenience only and do not in
any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part
of the materials for this IBM product and use of those Web sites is at your own risk.
IBM may use or distribute any of the information you supply in any way it believes appropriate without
incurring any obligation to you.

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Any performance data contained herein was determined in a controlled environment. Therefore, the
results obtained in other operating environments may vary significantly. Some measurements may have
been made on development-level systems and there is no guarantee that these measurements will be
the same on generally available systems. Furthermore, some measurements may have been estimated
through extrapolation. Actual results may vary. Users of this document should verify the applicable data
for their specific environment.
Information concerning non-IBM products was obtained from the suppliers of those products, their
published announcements or other publicly available sources. IBM has not tested those products and
cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM
products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of
those products.
All statements regarding IBM's future direction and intent are subject to change or withdrawal without
notice, and represent goals and objectives only.
This information contains examples of data and reports used in daily business operations. To illustrate
them as completely as possible, the examples include the names of individuals, companies, brands, and
products. All of these names are fictitious and any similarity to the names and addresses used by an
actual business enterprise is entirely coincidental. All references to fictitious companies or individuals are
used for illustration purposes only.
COPYRIGHT LICENSE:
This information contains sample application programs in source language, which illustrate programming
techniques on various operating platforms. You may copy, modify, and distribute these sample programs
in any form without payment to IBM, for the purposes of developing, using, marketing or distributing
application programs conforming to the application programming interface for the operating platform for
which the sample programs are written. These examples have not been thoroughly tested under all
conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these
programs.

Appendix

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Appendix C Trademarks and copyrights

The following terms are trademarks of International Business Machines Corporation in the United States,
other countries, or both:
IBM
Cube Views
Informix
Rational
System z

AIX
DB2
Lotus
Redbooks
Tivoli

CICS
developerWorks
Lotus Workflow
Red Brick
WebSphere

ClearCase
DRDA
MQSeries
RequisitePro
Workplace

ClearQuest
IMS
OmniFind
System i
System p

Cloudscape
IMS/ESA

Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or
trademarks of Adobe Systems Incorporated in the United States, and/or other countries.
IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications
Agency which is now part of the Office of Government Commerce.
Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel
SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its
subsidiaries in the United States and other countries.
Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.
Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the
United States, other countries, or both.
ITIL is a registered trademark, and a registered community trademark of The Minister for the Cabinet
Office, and is registered in the U.S. Patent and Trademark Office.
UNIX is a registered trademark of The Open Group in the United States and other countries.
Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle
and/or its affiliates.
Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, other
countries, or both and is used under license therefrom.
Linear Tape-Open, LTO, the LTO Logo, Ultrium, and the Ultrium logo are trademarks of HP, IBM Corp.
and Quantum in the U.S. and other countries.

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NOTES

NOTES

 Copyright IBM Corporation 2012

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IBM, the IBM logo, and ibm.com are trademarks of International
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