Liferay. open source community experience distilled. Beginner's Guide. Sandeep Nair. Mahipalsinh Rana

Full text

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Liferay

Beginner's

Guide

Quick

and easy

techniques

to

build,

deploy,

and maintain

your

own

Liferay

Portal

Robert Chen

Gaurav

Barot

Samir Bhatt

Sandeep

Nair

Mahipalsinh

Rana

open

source

community

experience

distilled

PUBLISHING

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Table of Contents

Preface

1

Chapter

1:

Planning

Your Portal

7

What is

Liferay

Portal? 8

Time for action-

browsing

sites basedon

Liferay

Portal 9

-Definition of

a

portal

10

Horizontalvs.vertical

portals

10

Time for action-

comparing

Yahoo! and YouTube 10

Open

source vs.commercial

portals

12

Time for action-

finding

thesource code of

Liferay

Portal 12

Liferay

Portal architecture

14

Web service

provider

14

Liferay

is flexible 15

Liferay

is

standard

compliant

15

Main

Liferay

Portal features 16

Theme and

layout

16

Communities and

organizations

16

Content

Management System

and Web Content

Management

16 Time for action

-watching Liferay

Portal

portlets

in action 17

Preparation

for

Liferay

Portal installation 18

Hardware

requirements

18

Time for action-

finding

RAM information 19

Software

requirements

19

Operating

systems 20

Java

Development

Kit 20

Time for

action-installing

JDK 20

Application

servers

and servlet containers

22

Database servers 23

Time for action

-installing MySQL

database server 24

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TableofContents

Installing OpenOffice

27

Time for action

-installing OpenOffice

27

Time for action-

starting OpenOffice

service 29

Time

for

action-

checking

the

OpenOffice

service 29

Archive tools 31

Summary

31

Chapter

2:

Installing

a

Liferay

Portal

Instance

33

Getting

started

34

Liferay

with

Apache

Tomcat 34

Time for action-

deploying

onTomcat 34

Liferay

with JBoss

Application

Server 35

Time for action-

deploying

onJBoss AS 35

Liferay

with GlassFish 37

Time for action-

deploying

in GlassFish 37

Liferay

with Oracle

WebLogic

39

Time for action

-configuring Weblogic

39

Configuring

Oracle

WebLogic

40

Deploying Liferay

on

WebLogic

42

Liferay

on

existing

Tomcat 48

Time for action

-deploying Liferay

49

Database

configuration

50

Time for action-

creating

the database 50

Configuring Liferay

touse

MySQL

58

Time for action-

changing

the file 58

Summary

59

Chapter

3:

Understanding

Portal

Basics

and

Theming

61

Understanding

a

portal

62

Navigating Liferay

63

Time

for

action

-signing

into

Liferay

Portal 65

Getting

familiar with the Dockbar 65

TheAdd

option

66

Time for action

-creating

a newpage and

adding

a

portlet

69

Using

the

Manage option

71

Time for action-

accessing

a

portal

witha normal useraccount 75

Getting

anoverview of

Liferay

Portal

Architecture

79

Understanding

the

Liferay building

blocks 79

User 81 Usergroup 82 Role 82 Community 83

Organization

84 [HI

(4)

of

Teams 85

Basics

of

the Control Panel 87

Visiting the Control

Panel 87

Time for action-

creating

a newuser 91

Changing

Portal's look and feel with themes 93

Time for

action

-

installing

anew

theme

and

applying

ittothe

portal

94

Summary

96

Chapter

4:

Tips

and Tricks-Advanced

Configuration

9_Z

Renaming

our

portal

98

Time for action-

changing

our

portal

name 98

SSO

with

OpenID

99

Time for action-

using

OpenID

for authentication 100

Askusersto

accept

termsbefore

accessing Liferay

102 Time for

action

-

enabling

Terms

of

Use 103

Time for action

-changing

Terms of

Use 104

E-mail notifications

107

Time for

action

-enable

notification for

account creation 107

Adding

customattributes forUser 109

Time for

action-

giving the

option

toadd a

user's

favorite

sport

109

OpenOffice integration

112

Time for action

-enabling OpenOffice integration

112

Changing

the hostname

113

Time for action-

changing

our

portal

name 113

Mailserver 114

Time for action-

enabling

the mail

server 115

Summary

116

Chapter

5:

Building

your

First

Liferay

Site

HZ

Designing

the site

-painting

the full

picture

118

Users 118

Content 119

Applications

120

Security

121

Knowing

the

portal requirements

123

CIGNEX

Neighborhood

portal

123

Organizing

usersinan

organization

and

a

community

126

Organization—structured grouping

ofusers 126

Adding

theorganization 126

Time for action-

creating

organization

for CIGNEX

Neighborhood

127

Time for action-

understanding

actions associated

with the

organization

131

Understanding

the difference betweena Location and

Regular

Organization

133

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Table

of

Contents

Community—a

collection ofusers

having

commoninterests 134

Adding

the

community

135

Time for action-

creating

a

community

for CIGNEX

Neighborhood

136

Timeforaction-

understanding

actions associated with the

community

138

What suits your

portal—organization

or

community?

140

Using

organizations 140

Usingcommunities 141

User

groups—arbitrary

collection

of

users 141

Time for action-

adding

a user

grouptoCIGNEX

Neighborhood

142 Time for action-

understanding

theactionsassociated with the

group 144

User group and page

templates

145

Timefor action-

creating

apage

template

for the Bowlersusergroup 145

Summary

149

Chapter

6:

Managing Pages. Users,

and

Permissions 151

Checklist

152

Creating

pages for the

Neighborhood

site 152

Creating

pages for

Neighborhood

communities 153

Time for action

-creating

pages for

Neighborhood

communities 153

Setting page-level

attributestodefine page characteristics 158 Time

for

action-

providing

a HTML title and

friendly

URL

for

a

page 159

Exploring

the Usersection 162

Configuration

for user

pages'

default

porltets

162

Creating

an administratoruserto manage the

Neighborhood

site 163

Time for action-

creating

a userand

assigning

an administrator

role

163

Editing

the user

profile

168

Time for action

-modifying

userdetails 168

Assigning

usersto

Neighborhood

communities and

organizations

171

Time for action-

assigning

a usertocommunities and

organizations

171

Disabling

the

option

to

register

for thesitefor

guest

users 174

Time for action

-disabling

the

Register

option

fora guestuser 175

Exploring role/permission

management

in Liferay 176

Creating

a roletomanage pages of the

Neighborhood

site 177 Time for action-

creating

a roletomanage pages 178

Portal

scoped

roles 181

Community/Organization

roles 182

Assigning

usersto

community/organization

administrator role 183 Time for action

-assigning community/organization

183

Administrator role 183

More on

permissions

187

Defining

resource-level

permissions

188

(6)

of

Time for action

-defining permissions

fora bookmark

entry

188

Summary

193

Chapter

7:

Creating

and

Publishing

Content 195

Content

management

preview

195

Analyzing

onlinecontent 196

Organizing

content 196

Purpose

of

Liferay

content

management

196

Uploading images

197

Time for action-

uploading

an

image

file

197

Creating

web content 199

Regular

webcontent 200

Time for action

-adding

content tothe welcome page 200

Webcontentwith a structureand

template

202

Time for action-

creating

a structure 202

Time foraction-

creating

a

template

203

Time for action-

creating template-based

content 205

._Migrated

webcontent 206

Time foraction

-migrating

staticcontent

from

an

existing

site

using the

webcontent

portlet

206

Displaying

web

content 209

Welcome page 209

Time for action

-adding

content tothe Welcome page 209

Houses-on-Sale page 211

Time for action-

selling

houses online 211

Registration

page 212

Time

for

action-

populating

the

registration

page 212

Uploading

documents 214

Time for action

-uploading

a video file 214

Time

for

action-

uploading

a PDF

file

215

Showing

aPDF file link in webcontent 217

Time for action-

embedding

alink

for

a PDF file 217

Enabling

commentsfor webcontent 219

Time for action

-enabling

commentsforcontent 219

Disclosing decrypted Congress

documents 221

Timefor

action

-

displaying

documents 221

Managing

content 222

Reviewing

web content 222

Time for

action

-

using the

web content

list

portlet

223

Monitoring

other

content 224

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TableofContents

Time for action-

adding

theasset

publisher portlet

225

Converting

web content to

formatted files

226

Time

for

action

-adding

afile conversion feature 226

Summary

228

Chapter

8:

Exploring

Communities

229

Prerequisite

230

Setting

upanonline game

using

Flash Portlet 230

Time for action-

setting

upanonline game

using

Flash Portlet 230

Adding

Web

Content

Display

toannounce a

cricket

match 233

Time for action-

announcing

acricket match 234

Using Video

Portlet to share

Neighborhood videos

236 Time for action-

sharing Neighborhood

videos 236

Sharing Neighborhood photos using

Image

Gallery

239

Time

for

action-

sharing Neighborhood photos

239

Exploring

chat

functionality

toenable chat between

Neighborhood

members 243 Time for action-

exploring

chat

functionality

243

Integrating

Open

Social

Gadgets

in

Neighborhood

site 246 Time

for

action-

integrating Open

Social

Gadgets

247

Creating

bookmark of useful links

using

Bookmark Portlet 250 Time for action-

creating

bookmarks

of useful

links 250

Conducting polls

in the

Neighborhood

site

using

Polls Portlet 254 Time for

action

-

creating

bookmarks

of

useful links

254

Changing language

of

Neighborhood

site

using

Language

Portlet 257

Time

for

action

-

changing

language

using

Language

Portlet 257

Displaying breaking

news as acarouselonthe

Neighborhood

site 259 Time for action-

displaying breaking

news as acarousel 259

Defining

asearchonthe

Neighborhood

site 262

Setting

site

wide search

on

the

Neighborhood

site 263

Time for action-

searching

allcontent 263

Setting

Web Content searchonthe

Neighborhood

site 264

Time for action-

searching

for WebContent 265

Summary

267

Chapter

9:

Setting

up

an Online

Shop

2fi9

Getting

started with onlinestore

setup

270

Online

shop configuration

270

Page

configuration

270

Time

for

action

-

configuring

an

online

shop

page 270

Payment configuration

272

Time

for

action-

configuring

tax rate and currency 272

Payment methodconfiguration 273

(8)

of

Time for action-

configuring

payment

through PayPal

273

Adding PayPal

Sandbox

environment

support

in the

Shopping portlet

274 Time for action-

installing

a

plugin

to

provide PayPal

Sandbox

environment

support

274

What about payment with credit cards? 276

Shipping

cost

configuration

276

Time for action

-configuring

the

shipping

cost 277

Percentageformula for

shipping

costcalculation 278

Insurance cost

configuration

278

Time for action-

configuring

the insurancecost 278

E-mail

configuration

279

Time

for action

-

configuring

the e-mail

templates

280

Shopping items.

283

Item

categories

283

Time for action-item

category

creation 283

Changing

the ParentCategory 285

Shopping

items

286

Time

for

action-item creation 286

Basicattributes 290

Fields section attributes 290

Pricessection attributes 291

Imagessection attributes 292

Shopping

cart 295

Let's do

shopping

295

Time for action

-adding

itemstothe

shopping

cart 295

Item

listing

view

(category listing

view) 297

Item details view 298

Checkout process 302

Time for action

-making

a

payment

302

Address details

306

Order confirmation 306

Order

management

308

Time for action-

processing

the order 308

Order

listing

309

Order

details 310

Promotion offers 312

Time for action-

promoting

offers

312

Coupon listing

314

Edit coupon details 315

Summary

317

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TableofContents

Chapter

10:

Liferay

Server

Administration

319

Getting

started withserveradministration

320

Monitoring

and

managing

server resources 320

Time for action-

monitoring

and

controlling Liferay

resources 320

Memory

utilization 322

UsedMemoryversusTotalMemory 322

UsedMemoryversus MaximumMemory 322

Memory

management

operations

322

General maintenance

operations

323

Managing log

levels 324

Time for action

-configuring

the

log

levels 324

What if the classor

package

entry

is notfound? 325

Configuring

the

log

levels

permanently

326

Time for action-

changing

log

levels

permanently

326

Managing

file

upload

size and

types

328

Time for action-

configuring

document

library

file

settings

328

Monitoring portal

sessions 331

Timefor action-

monitoring

live

usersessions 331

Configuring multiple portals

onthesame

Liferay

server 333 Time

for

action-

configuring

another

portal

instance 334

Virtual

hosting

of communities and

organizations

337 Time for action-virtual host

configuration

338

Implementing

the

staging

environment 340

Time for

action-configuring staging

environments 340

Staging

configuration

344

PublishtoLive Now 346

Scheduled

publication

346

Time for action

-scheduling publication

of

portal changes

347

Summary

350

Appendix

A:

PayPal

Test Account

Configuration

351

Appendix

B:

Pop

Quiz Answers 355

index 361

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