Liferay Portal Enterprise Intranets

Jonas X. Yuan

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Overview

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Install, set up, and use a corporate intranet with Liferayâ€”a complete guide
Discussions, document management, collaboration, blogs, and more
Clear, step-by-step instructions, practical examples, and straightforward explanation

Book Details

Language : English
Paperback : 408 pages [ 235mm x 191mm ]
Release Date : April 2008
ISBN : 1847192726
ISBN 13 : 9781847192721
Author(s) : Jonas X. Yuan
Topics and Technologies : All Books, Content Management (CMS), Java, Open Source

Preface
Chapter 1: Introducing Liferay for Your Intranet
Chapter 2: Set-up The Home PageAnd Navigation Structure for The Intranet
Chapter 3: Bringing In Users
Chapter 4: Discussion Forums And Tags
Chapter 5: Wikis, Web Form And Polls
Chapter 6: Internal Bloggings And RSS
Chapter 7: Shared Calendars, WSRP And Workflow
Chapter 8: Content Management and Publishing
Chapter 9: Chat and Instant Messaging
Chapter 10: Help Desk/Customer Support
Chapter 11: Roll Out To Other Teams
Chapter 12: Search
Chapter 13: Ongoing Admin Tasks
Index

Preface

Chapter 1: Introducing Liferay for Your Intranet
- What Are We Going to Build?
  - Hosted Discussions
  - Collaborative Documents Using Wikis
  - Team And Individual Blogs
  - Shared Calendars
  - Document Stores
  - And More...!
  - Everything in One Place
- Introducing Palm Tree Publications
- Why Use Liferay To Build An Intranet?
  - It's Got The Features We Need
  - It's Easy To Set up and Use
  - It's Free And Open Source
  - It Will Grow with You
  - It Works with Other Tools
  - It Is Based on "Standards"
- What Else Can Liferay Do?
  - Corporate Extranets
  - Collaborative Websites
  - Content Management & Web Publishing
  - Infrastructure Portals
- Finding More Information
- Summary

Chapter 2: Set-up The Home PageAnd Navigation Structure for The Intranet
- Experiencing Liferay Portal
  - Quick Liferay Portal Installation
  - What's Happening Behind?
    - Understanding Portlets
    - Using Portlet Container
    - How Does A Portal Work?
  - How Does A Portlet Work?
    - Applying Portlet Life-cycle
- Setting up Liferay Portal
  - Using Liferay Portal Bundled with Tomcat 5.5 in Windows
  - Using Liferay Portal Bundled with Tomcat 6.x in Linux
  - Using More Options for Liferay Portal Installation
  - Flexible Deployment Matrix
- Customizing Personal Area
  - Add Pages
  - Remove Pages
  - Add Portlets
  - Remove Portlets
  - Changing Layout Templates
- Setting up Portal Pages
  - Managing Pages
    - Add A Child Page
    - Change Display Order
    - Merge Pages
    - Change The Logo
  - Edit A Page
  - Delete A Page
  - Changing Themes
- How Do You Customize Portlets ?
- How Do You Navigate The Structure of Intranet Site?
- How to Configure Liferay Portal?
  - Customizing Mail Servers
  - Configuring Portal Paths
  - Customizing Configuration
- Setting up Extension Environment
- Summary

Chapter 3: Bringing In Users
- Managing My Account
  - Accessing The Portal
  - Logging into The Portal
  - Updating Your Profile
- Adding and Managing Users
  - Working with Organizations
    - Adding A Top-level Organization
    - Managing Organizations
    - Using Organizations Effectively
  - Working with Locations
    - Adding A Location for The Enterprise
    - Managing Locations
    - Using Locations Effectively
  - Bringing in Users
    - Adding Users
    - Managing Users
  - User Groups And Communities
    - Adding A User Group
    - Managing User Groups
  - Adding More Administrators
    - Enterprise Admin
    - Organization Admin
- Authentication Methods
  - Working with LDAP Server
    - What Happens Next?
    - Use LDAP Effectively
  - General Configurations
  - Working with SSO CAS
    - What Happens Next?
  - Working with OpenID
- Working with Roles
  - Adding a Role
  - Managing Roles
    - View Roles
    - Search Roles
    - Edit A Role
    - Delete Roles
    - Assign Enterprise Permissions to A Role
    - Assign Roles
  - Using Roles Effectively
- Working with Permissions
  - Assign Individual Portlet Permissions
  - Assign Default Permissions
  - Assign Individual Permissions
  - Delegate Permissions
  - Using Permissions Effectively
- Applying Full Access Control Security Model
- Summary

Chapter 4: Discussion Forums And Tags
- Working with Message Boards
  - Adding And Managing Categories
    - Adding Categories
    - Managing Categories
  - Adding And Managing Threads
    - Adding Threads
    - Managing Threads
  - Adding And Managing Posts
    - Adding Posts
    - Managing Posts
  - Subscribing Categories And Threads
    - Unsubscribe Categories And Threads
    - What Happens Next?
  - Setting up Message Boards
  - Using Permissions
    - Working with Portlet Permissions
    - Working with Permissions on Category
    - Working with Permissions on Thread
  - Using Message Boards Effectively
- Working with Tags
  - Tagging Contents
  - Managing Tags
    - Tags Admin
    - Display Tagged Contents
  - What Makes Tags Important?
  - Using Tags Effectively
- Summary

Chapter 5: Wikis, Web Form And Polls
- Working with Wikis
  - Adding And Managing Nodes
    - Adding Nodes
    - Managing Nodes
  - Adding Pages
  - Managing Pages
    - Add Comments
  - Using Permissions
    - Update Portlet Permissions
    - Set up Permissions on Nodes
    - Update Permissions on Pages
  - Using Wikis Effectively
    - Characteristics
    - Design Principles
    - Wiki Text
    - Pros And Cons
    - Publishing Wiki Articles
- Working with Web Form
  - Using View Mode
  - Using Edit Mode
- Working with Polls
  - Using Polls Portlet
    - Managing Questions
    - Set Up Permissions
    - View Votes
  - Using Polls Display Portlet
  - Using Polls Effectively
- Summary

Chapter 6: Internal Bloggings And RSS
- Working with Blogs
  - Adding Entries
  - Managing Entries
    - Edit Entries
    - Delete Entries
    - Search Entries
    - Giving Your Rating
    - Employing RSS Feeds
  - Adding Comments
  - Using Permissions
    - Update Portlet Permissions
    - Set up Permissions on Entries
  - Using Blogs Effectively
    - Blog Types
    - Liferay Blogs Portlet
- Publishing Blogs
  - Using Recent Bloggers Portlet
  - Using Blogs Aggregator Portlet
- Building Blogs
  - Inserting Image
  - Inserting Links
    - Link to A Document
    - Link to A Page
    - Link to An Image
  - Insert Flashes, Tables, Smiley And Special Characters
  - Editing Source
- Working with RSS
  - Using News Portlet
  - Using Weather Portlet
  - Using RSS Effectively
    - RSS Specification
    - How It Works
- Summary

Chapter 7: Shared Calendars, WSRP And Workflow
- Working with Calendar
  - Adding Events
  - Managing Events
    - View Events
    - Edit An Event
    - Delete An Event
    - Export/Import Events
  - Setting up Email
  - Sharing Calendar
    - Use Portlet Permissions
    - Permissions On Events
  - Using iCalendar Effectively
    - Use Core Object
    - Exchange Data
- Working with Workflow
  - Deploying Workflow
    - Managing Definitions
  - Managing Instances
  - Managing Tasks
  - Using Permissions
    - Portlet Permissions
    - Permissions on Definitions
    - Permissions on Instances
    - Permissions on Tasks
  - Using Workflow Effectively
    - Define Business Process
    - Integrate with Users, Groups And Roles
- Working with WSRP
  - Using WSRP Effectively
    - Why Use WSRP?
    - How Does It Work?
  - Using Web Proxy Portlet
  - Using IFrame Portlet
    - What Are The Differences Between IFrame And Web Proxy?
  - Using Flash Portlet
- Summary

Chapter 8: Content Management and Publishing
- Working with Image Gallery
  - Adding A Folder
    - Adding A Sub Folder
  - Adding An Image
  - Managing Folders
  - Managing Images
    - View Images as a Slideshow
    - Search Images
    - Edit An Image
    - Delete An Image
  - Set up Permissions
    - Use Permissions on Portlet
    - Use Permissions on Folders
    - Use Permissions on Images
  - Using Images Effectively
- Working with Document Library
  - Adding A Folder
    - Adding A Subfolder
  - Adding A Document
    - Add A Shortcut
  - Managing Folders And Documents
    - View Documents
    - Search Documents
    - Edit A Document
    - Delete a Document
    - View Version History
    - Give Your Rating
    - Add Comments
  - Setup Permissions
    - Use Permissions on Folders
    - Use Permissions on Document
  - Publishing Documents
  - Using Documents Effectively
- Adding And Managing Articles
  - Adding A Structure
  - Managing Structures
    - View Structures
    - Edit A Structure
    - Delete a Structure
  - Adding A Template
  - Managing Templates
    - View Templates
    - Edit A Template
    - Delete A Template
  - Adding An Article
  - Managing Articles
    - View Articles
    - Edit An Article
    - Delete An Article
  - Setting up Journal
  - Updating Permissions
    - Using Permissions on Articles
    - Using Permissions on Structures And Templates
  - Using Articles Effectively
    - Build A Structure
    - Create A Template
    - Construct An Article
- Publishing Articles
  - Using Journal Content
  - Using Journal Articles
    - Using Other CMS Tools
- Summary

Chapter 9: Chat and Instant Messaging
- Working with Chat Portlet
  - Adding a Participant
  - Managing Participants
  - Starting Chatting
  - How Does It Work?
    - Use Instant Messaging
    - Employ AJAX
  - Using Chat Portlet Effectively
    - Set up XMPP Server
    - Configure Liferay
- Working with Mail Portlet
  - Experiencing Mail Management
  - How to Set up Mail Server?
  - How to Set up Mail Portlet?
  - Using Permissions
  - Using Mail Portlet effectively
- Working with SMS Text Messenger
  - Using SMS Text Messenger
  - How to Set up SMTP?
  - Using SMS Effectively
- Summary

Chapter 10: Help Desk/Customer Support
- Working with Financial Portlets
  - Using Calculator And Load Calculator
  - Using Currency Converter
  - Employing Stocks Portlet
    - Using Stocks Portlet Effectively
- Working with Google Portlets
  - Using Google Gadgets
  - Employing Google AdSense
- Working with Religion Portlets
  - Using Religion Portlets Effectively
- Playing with Additional Tools
- Experiencing Shopping Tools
- Enjoying Entertainment Tools
- Working with Multiple Languages
  - Removing an Unwanted Language
  - Priority of Language Files
- Using WebDAV
- Developing Portlets
- Summary

Chapter 11: Roll Out To Other Teams
- Working with Communities
  - Adding A Community
  - Managing Communities
    - View Communities
    - Search Communities
    - Edit A Community
    - Delete A Community
  - Managing Pages
    - View Pages
    - Import And Export Pages
    - Monitor Pages
  - Assigning Users to A Community
  - Joining An Open Community
  - Leaving An Open Community
  - Updating Permissions
  - Working with Community Virtual Hosting
    - Using Virtual Hosting Effectively
  - Working with Community Staging & Publishing
    - Using Community Staging
    - Publishing Pages
    - Manage Staging with Workflow
- Employing Community Tools
  - Using Announcements
  - Working with Bookmarks Portlet
  - Using Directory Portlet
  - Working with Invitation Portlet
  - Using Page Comments Portlet
  - Working with Page Rating Portlet
- Summary

Chapter 12: Search
- Working with Federated Search
  - Using Search Portlet
    - Query Alfresco Content via OpenSearch
  - Using CSZ Search
  - Using Maps Search
  - Employing Google Search
  - Enjoying Google Maps
  - Using OpenSearch Effectively
    - Design Principles
    - OpenSearch Specification
- Working with Journal Content Search
  - Setting up Search
  - Using Journal Content Search Effectively
- Adding Sitemap for Search Engines
  - Using The Sitemap
  - Customizing The Sitemap for Pages
  - Using Sitemap Effectively
    - XML Sitemap Format
- Deploying And Managing Search Portlets
  - Using Plugin Installer for Hot Deploy
  - Using Update Manager
  - Using Auto Deployment
  - Managing Search Portlets via Software Catalogue
- Summary

Chapter 13: Ongoing Admin Tasks
- Working with Admin Portlet
  - Managing Server
  - Managing Instances
  - Managing Plugins
- Working with Enterprise Admin Portlet
  - Using Password Policies
  - Updating Settings
    - Set up Default User Associations
    - Update Reserved Screen Names
    - Update Mail Host Names
    - Update Email Notifications
  - Monitoring Users' Activities
- Integrating with Alfresco
  - Using Alfresco Web Client
  - Using Alfresco Content
    - Enjoy Web Services
    - Employ Web Scripts
  - Use Alfresco as Liferay Direct Repository
  - Migrating Contents
  - Integrating Liferay with LDAP, SSO And Alfresco
- Integrating with Other Systems
  - Working with Ad Server—OpenX
  - Working with Orbeon Forms
  - Working with Other Integrations
- Summary

Index

Jonas X. Yuan

Dr. Yuan is an expert on Liferay Portal and Content Management Systems (CMS). As an open source community contributor, he had published three Liferay books from 2008 to 2010. He is also an expert on Liferay integration with Ad Server OpenX, different search engines, enterprise content types including videos, audios, images, documents, and web contents, and other technologies such as BPM Intalio and Business Intelligence Pentaho, LDAP, and SSO. He holds a Ph.D. in Computer Science from the University of Zurich, where he focused on Integrity Control in Federated Database Systems. He earned his M.S. and B.S. degrees from China, where he conducted research on expert systems for predicting landslides. Previously, he worked as a Project Manager and a Technical Architect in Web GIS (Geographic Information System). He is experienced in SystemsDevelopment Lifecycle (SDLC) and has deep, hands-on, skills in J2EE technologies. He developed a BPEL (Business Process Execution Language) Engine called BPELPower from scratch in NASA data center. As the chief architect, Dr. Yuan led and successfully launched several large scale Liferay/Alfresco projects for millions of users each month.

The book is targeted to Liferay beginners and “Do-It-Yourselfers” who want to develop a simple but powerful corporate intranet. Hence, I can recommend this book to anyone who want’s to learn how to use Liferay and it’s built in portlets. It might also be good reference to administrators on how to do basic tasks in Liferay.

Overall, the “Liferay, Portal Enterprise Intranets” book is a great practical guide for Liferay administrators, specially those that are just getting started. You can find useful howtos to configure and customize the base portal and the well designed book structure makes it easy to locate specific sections and topics.

Code Downloads

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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.

Errata

- 2 submitted: last submission 06 Jan 2012

Errata type: Technical | Page number: 33

In the 'Add Pages' topic, the second point in the second bullet should say 'Books' as the page name instead of 'Home'.

Errata type: Technical | Page number: 45

$TOMCAT_DIR/webapps/ROOT/WEB-INFO/.....
should really be
$TOMCAT_DIR/webapps/ROOT/WEB-INF/.....

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

Installing and configuring Liferay Portal
Setting up the navigation structure for the intranet
Managing users, groups, and roles
Enabling staff to communicate using discussion forums
Marking content for easy retrieval using tags
Creating Wikis, Web Forms, and Polls
Managing Blogs and RSS
Deploying calendar portlet, WSRP, and Workflow portlet
Content management and publishing
Configuring instant messaging server, mail server, mail portlet, and SMS text messenger portlet
Providing help-desk assistance and customer support information on the website
Administering communities; using community tools; setting up virtual hosting, staging, and publishing for communities.
Plugin management
Handling federated search and OpenSearch and deploying search-based portlets
Managing Admin portlet and Enterprise Admin portlet
Integrating with Alfresco, LDAP, and SSO
Applying SSO authentication for both portal and portlets

In Detail

Liferay Portal is the world's leading open-source portal platform built on Java and Web 2.0 technologies. Corporations use it to provide a unified web interface to data and tools scattered across many sources.
Liferay Portal uses the latest in Java, J2EE, and Web 2.0 technologies to deliver solutions for enterprises across both public and private sectors. Liferay Portal's flexibility allows it to be deployed in a number of different scenarios to meet key business needs. Some of the key business benefits are:

A rich, friendly, intuitive, and collaborative end-user experience
A single point of access to all information
High adaptability to the demands of fast changing markets
Highest value
Lowest costs

This book is a complete guide to building an intranet with Liferay (version 4.4)—assess your needs, install the software, start using it, deploy portlets, customize it per your requirements, and train users. The book focuses on leveraging the Liferay framework by configuring the XML files, without changing the underlying Java code. Each chapter gives practical guidance on how to install, use, and customize Liferay. There are many step-by-step examples for better understanding.

Learn, with the help of practical examples, how to implement a complete corporate intranet using the features of Liferay.

Approach

This book is a practical guide with a very user-friendly approach. The author has taken a virtual enterprise as an example and has used the features of Liferay to build a corporate intranet for that enterprise.

Who this book is for

This book is for System Administrators or experienced users (not necessarily programmers) who want to install and use Liferay in their teams or businesses without dealing with complex code. Pre-knowledge of Liferay is not expected for this book.

Liferay Portal Enterprise Intranets

Book Details

Table of Contents

Jonas X. Yuan

Code Downloads

Submit Errata

Errata

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In Detail

Approach

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