Liferay Beginner’s Guide


Liferay Beginner’s Guide
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Overview
Table of Contents
Author
Support
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 396 pages [ 235mm x 191mm ]
Release Date : December 2011
ISBN : 1849517002
ISBN 13 : 9781849517003
Author(s) : Robert Chen, Sandeep Nair, Samir Bhatt, Mahipalsinh Rana, Gaurav Barot
Topics and Technologies : All Books, CMS and eCommerce, Beginner's Guides, Open Source, Web Development

Table of Contents

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

                      Robert Chen

                      He started implementing Spring MVC portlets in Liferay 4.3.1 in Februray 2008. He has four years experience with Liferay portal technology. He has worked on 14 projects that use the Liferay portal framework. His positions have been Liferay developer, senior consultant and project architect. He is familiar with technologies used in Liferay including Hibernate, Spring, Ehcache, Struts, JSF, ICEfaces and Vaadin API. He has implemented web service and configured websites using the latest version of Liferay portal.

                      Sandeep Nair

                      Sandeep has been working in Liferay for more than 4 years and has overall more than 7 years’ experience in Java and Java EE technologies. He has executed projects using Liferay in various domains such as construction, financial, and medical fields, providing solutions like collaboration, enterprise content management, and Web content Management systems.

                      He has created a free and open source Google Chartlet plugin for Liferay which has been downloaded and used by people across 90 countries according to sourceforge statistics. Besides development, consulting, and implementing solutions he has also been involved in giving training on Liferay in other countries. Before he jumped into Liferay he had experience in Java and Java EE platforms and worked in EJB, Spring, Struts, Hibernate, and Servicemix.He also has experience in using JitterBit, which is an ETL tool.

                      He has also authored Liferay Beginner’s Guide with Packt Publishing.

                      When he is not coding, he loves to read books and write blogs.


                      Samir Bhatt

                      Samir Bhatt is an Enterprise Architect with over 12 years of IT experience. He has been working on Liferay-Portal-based solutions for the last four years. He has co-authored a book, Liferay Beginner's Guide by Packt Publishing. He is also a Liferay certified trainer and has delivered public and private training across the world. Samir leads an architectural group at CIGNEX Datamatics. He extensively worked on performance tuning of Liferay-Portal-based solutions. Apart from Liferay Portal, Samir has also worked on many other technologies and frameworks including Hadoop, MongoDB, Pentaho BI, Oracle, Java Swing, ICEfaces, ZK, Spring, Hibernate, and Visual Basic.

                      Samir is also a very good speaker and has delivered various webinars on Liferay, Pentaho BI, and MongoDB. He blogs at www.connect-sam.com.


                      Mahipalsinh Rana

                      His stint with portal server technologies started in 2006 when he started working with Sun Portal Server 7.2. Later Sun became technology partner of Liferay for development in 5.2.x and he was part of that team. He has looked after Internationalization (I18n) across various modules. For the last two years he has acted as Liferay Technical Architect and led around 10 projects. He has also enjoyed doing Liferay training from time to time being a certified trainer from Liferay. He likes exploring other technologies like Spring , REST API and Internationalization (I18n).

                      Gaurav Barot

                      He has been working on Liferay for nearly three years. He has executed Liferay projects in various domains like media, healthcare, insurance etc. He has been involved in the complete lifecycle of the project starting from requirement gathering to deployment. He has worked on various versions of Liferay from 5.x to 6.0 SP1. He is a certified trainer as well and has provided more than 10 successful private and public training sessions to 70+ trainees. He has six+ years of industrial experience. He is leading the Liferay Certification Program at his organization.
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                      What you will learn from this book

                      • Set up and run Liferay portal in an application server of your choice and configure with MySQL Database
                      • Apply a theme to portal pages and change their layouts
                      • Create communities, organizations and User groups
                      • Add users, create portal pages and apply permissions
                      • Create web content and publish content on portal pages
                      • Build community pages using out of box and custom portlets
                      • Set up social collaboration applications in the portal
                      • Configure and run an online store

                      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.

                      Approach

                      Part of Packt’s Beginner’s Guide series, each chapter follows the creation of a fictional neighbourhood site to demonstrate an aspect of Liferay portal with practical examples, screenshots, and step-by-step instructions.

                      Who this book is for

                      All you need in order to benefit from the Liferay Beginner’s Guide is programming experience. No prior knowledge of Liferay is required, although experienced Liferay portal programmers who need to get up to speed with its latest features will also find this book useful.

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