alui features and architecture overview song hu. agenda product introduction overview of user...

ALUI Features and Architecture Overview

Song Hu

Agenda

Product Introduction

Overview of User Experience Features

Overview of Web Service Features

Overview of Content Management Features

Overview of Administration Features

Overview of Architecture

Overview of Development

Overview of Advantage of ALUI

Q&A

BEA Corporate OverviewLeading Application Infrastructure Company

One of ten largest software companies in the world Over 16,000 blue-chip customers worldwide Majority of Fortune Global 500 companies rely on BEA

Demonstrated Strength and Stability $1B+ in Sales >$1.6B in cash 31 consecutive quarters of positive cash flow

Global presence 77 offices in 37 countries Over 4,000 employees

Strategic Industry Influence More than 2100 systems integrators, independent software vendors, and

application service providers Driving innovation into standards—J2EE, XML, Web Services, SIP

BEA Business Interaction Division (BID)Born from acquisition of Plumtree Software

Leading pure-play portal and collaboration vendor Over 750 customers Half of the Fortune 50 use our software

Open, Integrated Product Family Covers portals, composite applications, collaboration, search,

publishing and process management Native .Net, Java platforms Cross-platform programmability across all products

Our focus: user interaction and collaborative software for SOA

Deployment Experience

24M licensed users

Aqualogic User Interaction has largest deployed portals 141 deployments with over 10,000 users 72 deployments with over 50,000 users 47 deployments with over 100,000 users 9 deployments with over 1,000,000 users

City of Calgary: 2M users

Boeing: 1.5M users

Average TCO well-established $.78 services to $1 license

Industry’s Best-Integrated Platform

Portal, search, collaboration, content publishing, integration

Unified interface, security, administration and management, meta-directory

High ROI

Low TCO

Time to Value

ALUI Products Include…

AquaLogic Interaction (ALI): portal and user experience framework

AquaLogic Interaction Collaboration: collaborative tools and services for sharing documents, tasks, calendars

AquaLogic Interaction Publisher: Web content management and distributed Web publishing services

AquaLogic Interaction Process (ALIP): human-oriented BPM, pre-integrated with ALI and ALI Collaboration

AquaLogic Interaction Search: full-featured search engine, pre-integrated with all ALUI products

AquaLogic Interaction Studio: Web-based portlet builder for non-developers

AquaLogic Interaction Analytics: usage analytics and measurement engine for all ALUI products

BEA AquaLogic User InteractionTM

User Interaction and User Experience Framework for deploying broad range of solutions

Activity Servers incorporate collaboration, Web publishing, search, BPM services into portals and composite applications

Infrastructure services: gateway, assembly engine, automation server

Web Services engine integrates systems, content, users

AquaLogic Interaction

Portal Communities Applications

Collaboration Publisher

Process

Studio Search Analytics

Integration Services / IDK

Data Content Security

Plumtree Product Suite

Portal

Collaboration Server

Content Server

Studio ServerWeb Services Crawler, Authentication, Profile,

Search

Portlet Frameworks / Suites Documentum Portlet Suite

Lotus Notes Portlet Suite

Exchange Portlet Suite

Excel Portlet Framework

EDK Extensions SAP EDK Extension

Peoplesoft EDK Extension

Portal Framework

Studio Collaboration Search

Admin Content Server Directory

Web Services EnginePla

tform

an

d S

erv

ers

Crawler

Excel

Exchange

Authentication

Profile Search

SAP

Peoplesoft

Inte

gra

tion

Pro

duct

s

Port

let

Suit

es/

Fra

mew

ork

s

ED

K

Exte

nsi

ons

Notes

Web

Serv

ices

Three Configurations

Portal Suite

Community Suite

Composite Application

Suite




Search


Studio Search






Process

Studio SearchAnalytic

sIntegration Services / IDK


Agenda









Q&A


MyPage

Community

Collaboration Collaboration

Content publishing

Extend Collaboration using Web Service API

Knowledge Directory

Portal Experience: One-in-Many

Search

Studio

Analytics

MyPages

MyPages: a portal to personal productivity

Pages configured by individual users

Pages based on profile templates

Everything are portlets Content Snapshots: contextu

alized content from KD Administrator can force man

datory portlets MyPage

Portal Components - Pages

Page is composed of many portlets

MyPages have multiple pages

Sales CommunityPage 3

Sales CommunityPage 2

Sales CommunityHome Page

Exec Community Page 3

Exec Community Page 2

Exec CommunityHome Page

MyPage


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Community

Communities: a portal for user groups

Deploy services, content to groups

Departmental or workgroup applications, workspaces

Benefits Reduce training costs Reduce hardware, Intranet

sprawl Share information better HR Community

Solutions Products Why Plumtree

Community Pages

The content manager / contributor takes over after the community is created

The content manager determines which pages and portlets are appropriate for the community

Content and Application

PortletsPages

Community

Communities contain a collection of pages

Pages contain a collection of portlets

Navigating the CommunitiesTo to go to a Community, click the My Communities tab, then click on the Community name.

Users can “Join” Communities that they have access to.

Portal Components – Communities

Communities are sites within the portal designed for a specific audience or task.

Each Community will be populated with Pages that display content relevant to the Community or that allow members of the Community to work together.

Each Community can have multiple pages, applications, and sub-communities.

Some communities will be mandatory.

Users can join additional communities they are interested in.

Portal Components – Sub-CommunitiesA Community can have Sub-Communities that contain content and functionality that is specific to subsets of that community

Like communities, each Sub-Community has a home page and one or more pages

A Sub-Community can have its own Sub-Communities

Sub-Communities allow different business users to manage sections of Communities

ITHome Page

TelecomHome Page

System EngineeringHome Page

Service DeskHome Page

Content OverviewCommunity pages are filled with portlets

Content

Applications

Snap shot query

Knowledge Directory is filled with documents Crawlers to import documents

Manually submitted documents

Folders that contain links, web pages and experts

Community Knowledge Directory

Each community is responsible for managing documents and folders that represent their business or functional area

Global Knowledge Directory

CorpComm

HRIT

Telcom Sys Eng


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

CollaborationCollaborative workspaces

Document sharing, check-in/check-out

Project management

Tasks, calendaring

Moderated threaded discussion

Web services APIs

Common Customer Use Cases Workspaces for online document sharing

Extranet sites provide premium customer support

Information sharing with partners and suppliers

Portal Components – Collaboration Projects

Allow portal users to create an online Collaboration environment for sharing project information:

Project Calendar

Task Lists

Documents

Online Threaded Discussions

Roles within the Collaboration space

Project Lead, Project Member and Project Guest

Feature Overview: Project Management

Project Management: extend the individual to the enterprise Dependencies: supports dependent tasks and date shifting

MS Project integration: import and export Project files as task lists

Import task lists with multiple dependencies and task owners.

Feature Overview: Document Approve/Reject

Moderated discussions: route discussions through approvals New discussion messages require moderator approval

Moderators may edit messages before publishing the information

Approve or reject new messages directly from e-mail

Approve or reject new discussion messages from the Web UI or directly from a notification e-mail

Feature Overview: MS Office

Microsoft Office Integration: use familiar office tools Edit documents in Office applications without downloading locally

Create new documents in projects directly from Office applications

Create new documents from Office templates

Edit document directly from Microsoft Office without downloading a local copy

Feature Overview: WebDAV

Web Folders: manage documents with Windows Explorer View, access, share project documents through Windows Explorer

Create new projects with a simple drag and click

Documents opened via Windows Explorer check out automatically

Manage project documents and create entirely new project all from Windows Explorer without ever moving to the Web UI

Feature Overview: Bulk upload & Crawl

Bulk upload: upload many folders and files at once

Collaboration Server Crawler: crawl and index documents Crawl specific folders within a Collaboration project and automatically

publish to the Knowledge Directory

Upload directory structures and multiple files at once to a Collaboration Server project

Feature Overview: IM support

Appends presence awareness on every user in the system

Send instant messages to document authors, task owners, etc.

Logs conversations as searchable files for future use

Collaboration Server 4.0 is IM-enabled to leverage the IM system of choice.


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Content Publishing

Templated Web content publishing

Workflow, content approval Library services: version-con

trol Publishing: intranet, extranet,

knowledge directory, applications

Portlet creation wizards Web services APIs


Common Customer Use Cases Portal Content Development Content Management including

workflow Branding for the portal


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Web Services API

A sales support application integrates the latest sales opportunities from a CRM system.

Web Services API

To expedite the sales process, a sales manager can generate a close plan for each opportunity…

Web Services API

…which populates the application with tasks, documents and discussions required to close the sales opportunity.

Web Services API

A customer support application allows users to file new incidents that are tracked in a CRM system.

Web Services API

For each new incident, customer support engineers may append an online workspace to improve resolution time.


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

User Experience: Knowledge Directory

Knowledge Directory: a portal to corporate content

Crawlers assemble links to documents, email, Web

Categorize in rule-based taxonomy

Taxonomy created through the Web by distributed content managers

Content managers can:

Create/schedule crawlers

Create taxonomy folders

Create folder rules

Control security

Knowledge Directory

Knowledge Directory

Your portal Knowledge Directory displays links to documents

External or internal Web pages

Office documents

Any files on your file server

The Knowledge Directory gives structure for these links with folders and subfolders, much like a file system. This structure makes it easy for employees to browse or search the Intranet for information available on a given subject.

Knowledge Directory

Divisions( 6)

Functional (HR, Payroll, PBS)

East Region

Divisions (6)


Operations (20)

Northwest Plains

Operations (20)

Divisions (6)


Southwest Region

Operations (20)

NRC

HR

Payroll

IS

PBS

ISSO

CommunicationsPBS

Finance

Safety

Browsing the Knowledge Directory

Browsing the Knowledge Directory is similar to locating a document using Windows Explorer

Using browse, you can click deeper into the Directory and see the contents of individual folders

Users will only see the documents and folders if they have the correct access

Knowledge Directory Organizing a Taxonomy

Competitive

East

West

Win/Losses

East

West

Sales Sales

East

Competitive

Win/Loss

West

Competitive

Win/Loss

?

Knowledge Directory Fill with Content

Crawlers Crawler Web Service

Large number of documents

Manual submission Simple

Remote Document

Web Document

One document at a time

Knowledge Directory fill with Content - Manual Submission

Community Member/User submits a document

Content Manager approves document

Users can now view document in the

Knowledge Directory

START

FINISH

Knowledge Directory Fill with Content - Crawlers

START

Examine sources of information

Create folders

Apply security to folders

Develop text and property filters

Apply filters to folders

Create file data sources

Add portal properties from metadata

Develop and train crawlers

Create and run crawler jobs

Approve content and publish

FINISH


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Portal Experiences: One Into Many

Company has many products

Wants to give each product line its own branded site

URL

UI

Login page

Home page

The same user can access all products

Central IT wants to consolidate infrastructure


SOXA HiPER

Multiple Products

Multiple Portal-Based Applications


1. IT sets multiple URLs to point to single portal deployment• 1 URL for each product

2. Create Guest user for each product• Edit profile so MyPage looks like a login page

3. Create Experience Defintion (XD) for each product• Set home, navigation, and branding for each product

• Specify each XD to use the respective guest user as login page

4. Set Experience Rules• Each URL is associated with respective XD

Portal Experiences: To Each His/Her Own

Parent company has many subsidiaries Each subsidiary operates independently

Each subsidiary wants separate user experiences

URL

UI

Login page

Home page

…but shared content and services

Central IT wants to consolidate infrastructure


portal.Plumtree.com one.bea.com


1. IT sets multiple URLs to point to single portal deployment• 1 URL for each subsidiary (portal.plumtree.com; one.bea.com; support.plumtr

ee.com)

• This happens outside of the portal

2. Create Guest user for each subsidiary

3. Create Experience Definition (XD) for each subsidiary• Set home, navigation, and branding for each subsidiary

4. Set Experience Rules• Each subsidiary parent group associated with XD

• Each URL is associated with respective XD

5. Set ACLs on top level admin and directory folders so only users from respective subsidiaries can access contents


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Integrated SearchSearch Server

Multi-language, scaleable search

Extensible Web services scan existing content

Search across multiple sources of content, communities, portal pages at the same time

“Snapshot” contextual content into portal pages, applications

Benefits Increase productivity

Increase accuracy of search

Reduce redundancy


Search and Results

Searching the Portal

Global search is built in to the portal and located in the top banner

Searches all documents and content within the portal

It can perform complex text searching:

<AND>

<OR>

<PHRASE>

<SENTENCE>

<NEAR/3>

<WORD>

<TYPO>

Searching the Portal

Advanced search lets you include multiple object types, plus additional search criteria

You can restrict searches to particular folders in the Knowledge Directory

Knowledge Directory Share Portal Content

Snapshot Queries Saved searches that the Portal runs in the background and caches for use on

Community pages

Knowledge Directory

AdministrativeHierarchy

Communities

ContentServer

CollaborationServer

Top Best Bets -> Marketing URLsTBB = navigation feature based on search best bets

TBB is the top result for any best bet phrase

Directly opens the top result instead of just returning search result

Accesible by “>” prefix in search Search for “<KEYWORD>” equals regular search

Search for “><KEYWORD>” equals top best bet

Portal URL changes “<BASE URL>/portal/server.pt?...” goes to “<BASE URL>/tbb=<KEYWORD>”

Use URL mapping to make Marketing URLs Map “keyword.portal.com/” to “portal.bea.com/portal/server.pt?tbb=“ in DNS

Then “keyword.portal.com/<KEYWORD>” will equal “portal.bea.com/portal/server.pt?tbb=<KEYWORD>”

Will run TBB search


MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Studio Wizard

WYSIWYG data element builder, no-coding

Surveys, polls, simple database applications

Data import utility, supports existing CSV, XML, Excel files

Common Use Cases Internal Surveys Capture and report shared

data



MyPage

Community


Content publishing


Knowledge Directory


Search

Studio

Analytics

Analytics Application

Community Traffic

Audience Correlation

Portlet Usage

Web ServicesCrawler Web Services

Scans file systems or existing document repositories for new content, categorizing links to content in the organized, searchable structure of the Plumtree Knowledge Directory.

Out-of-the-box for NT, Documentum, Exchange, Lotus Notes

Authentication Web Services Scans remote user directories to create and synchronize users in the portal.

Can be used for authentication.

Automates population of groups and security.

Out-of-the-box for NT, LDAP, Active Directory

Profile Web Services Scans remote repositories of user information/attributes to associate with portal

users.

Used to customize and personalize the portal experience.

Search Web Services Provide personalized or customized search of secure external information

sources.

Portlet Suites & Frameworks

Portlet Suites provide out-of-the-box Portlets that can be configured to work with your existing systems

Documentum Portlet Suite

Lotus Notes Portlet Suite

Exchange Portlet Suite

Portlet Frameworks provide a way for users to create and customize their own Web Services and Portlets

Excel Portlet Framework

EDK Extensions

Previously we customized portlet suites for integration with back-end systems like SAP and Peoplesoft

To provide customers with more flexibility, now moving to provide API support to let users do their own integration

EDK extensions provide product-specific additions to our Plumtree EDK

Currently offer SAP and Peoplesoft

Agenda









Q&A

Community and Page Templating

Predefines community pages

Community and page templates secured

Changes in templates pushed to associated communities

Communities: Portlet Frameworks

Activity Servers provide portlet frameworks for Communities

Analytics: create portlets for measuring usage and performance

Publisher: announcements, news articles, Web publishing portlets

Studio: polls, surveys, MSFT Access-like record applications

Other frameworks: Excel Framework: create portlets from

Excel workbook content Snapshots: saved search portlets, with

configurable metadata and temporal parameters

RSS framework: RSS portlets

Portlet frameworks are extensible

Example: Excel Framework

Select Portlet Template

Configure Portlet

Layout, specify for Community or Personal pages

Select file by uploading, choosing previously uploaded file, or link to file on Network share

Framework introspects Excel Workbook for Chart objects or named ranges. Select type of portlet

Set data display options. Unique options for both tables and charting types

Set portlet display options: header/footer, images, time-stamping. Save as portlet object

Agenda









Q&A


Unified Administration Console

Security Security Role and Security Inheritance

Integrated AdministrationAdministration

Single, unified, integrated console Flexible security allows delegated administration Hierarchical structure mirrors file folder structure,

allows for inheritance


AdministrationBenefits

Reduction in both time and cost of training

Delegated administration

Delegated Administration

Delegated AdministrationFolders secured via ACLs

Multiple object types in any folder

Hierarchical “application space” for community or user development

Sub-FolderCommunity

Sub-Portal

Object Types

Topics

Restricted AdministrationAccess to utilities is governed by activity rights and can be accessed from anywhere within the console

Users can only create objects in folders where they have the proper permissions

Object creation drop down

Administrative utilities

Actions on current folder

Portal Rights / Privileges

Community Creator(create communities)

Portlet Creator(create Portlets)

Sales Group

User A User B User C

Departments FolderSales Group – ReadR&D Group - Read

Sales FolderSales Group – EditR&D Group - Read

R&D FolderR&D Group - Edit

Users A and B can create communities and Portlets only in the Sales Folder. User C can see sales objects.

R&D Group

User C can create only Portlets only in the R&D Folder. Users A and B cannot see any R&D objects.

Activity Control Access Control+ = Portal Rights

Access Control – Who can access whatActivity Control – Who can make or do what

Group Specific Global Activity Rights

Precisely Delegate Rights

Critical Community Roles

Community Owner / Manager Identified by Company

Content Managers Identified by Community Managers

Content Contributors Identified by Community Managers &

Content Managers

System Admin Portal administration

Community Pages Content Management

Build Portlets

Add Pages to Community

Set security

Add Portlets to Pages

Knowledge Directory Content Management

Organize the taxonomy

Fill with content

Share Portal content

Set security

Knowledge Directory Security

Set security on each folder Sub folders inherit parent folder’s security settings

Additional settings can be made at the sub folder level

Set security at a document level if needed

Security types: No access

Read

Edit

Admin

Ability to specify whether the user can submit the documents manually

Global Knowledge Directory

IT

Telcom Sys Eng

Agenda









Q&A

Overview of ALUI Architecture

Overall Architecture

How Does it works

Content Server Architecture

Analytics Server Architecture

Technical Architecture

RemoteServer(s)

Intranet Search Engine

Internet Search Engine

Authentication Server

ContentRepository

User Attributes


Integration Services

Database Automation Service


Process Analytics

Studio Search

DataService

DataService

DataService

Content

Service

Content

Service

DataService

Content

Service

IdentityService

IdentityService

IdentityService

ODBC/ XML

ODBC/ XML

TCP XML

HTTP(S) / SOAP

HTTP(S)HTML /

XML

HTTP(S) / SOAP

Application Application Application

How It Works: Importing Users

Portal Server

An authentication Web service imports users into the AquaLogic Interaction database. This import is scheduled by the Automation Server.

Automation Server

AuthenticationWeb service

(AWS)

ActiveDirectory

RDBMS

How It Works: Logging into the Portal

User

Portal Server

SSO (optional)

1. AquaLogic Interaction can accept SSO tokens from a log-in form.

1

Automation Server

2. AWS authenticates the user against Active Directory


(AWS)

ActiveDirectory

2

RDBMS

3. After initial log-in, the portal server retrieves user information from the AquaLogic Interaction database. Information such as community, memberships and Portlet preferences.3

Components Integration Services

CRM

ProfileWeb service

(PWS)

How It Works: User Personalization

A profile Web service provides additional attributes about the users from other systems. The portal incorporates these attributes as part of a user’s profile, and can send these attributes to portlets for advanced personalization. The service is scheduled by the Automation Server.

Portal Server

Automation Server

ActiveDirectory

RDBMS

CRM

ProfileWeb service

(PWS)


(AWS)

Remote Server Machine: Windows or Solaris

How It Works: Crawling

Remote Server: Base URL

Crawler Web service

• Server Settings

• Help Pages

• Admin, User, Community Prefs

• Authentication

Data Source

• Repository access info

• WWW

• Remote

Crawler

• Target

• Security Settings

Knowledge Directory

Crawler

• Target

• Security Settings

Folder

Excel File

Word File

PowerPointE-Mail

Job Filter

Adding Content to the Directory

Portal Server

RDBMS

KnowledgeDirectory

SearchCrawler Web

Services

1. Scheduled by the Automation Server, Crawler Web services scan repositories for new content to index in AquaLogic Interaction Search. Document metadata is stored in the portal database, and organized in the portal’s Knowledge Directory.

ExternalRepository

Automation ServerHTTP

2. The portal communicates directly with the CWS via HTTP whenever a user needs to open a document. HTTP communications occur via the parallel engine & the gateway

Parallel Engine

Gateway

3. AquaLogic Interaction Publisher publishes Web pages & content Portlets through a workflow to a standard Web server; AquaLogic Interaction Collaboration manages project documents & discussions; all content as well as portal objects are indexed in AquaLogic Interaction Search and can be published to the Knowledge Directory.

Collaboration

Publisher

DocumentRepository

1

2

3

Entries in the portal’s Knowledge Directory consist of links to the original repository plus metadata about the original documents, not copies of the documents themselves.

Searching for & Opening Documents

Portal Server

RDBMS

KnowledgeDirectory

Search

Crawler WebServices

ExternalRepository

Automation ServerHTTP

Parallel Engine

Gateway

3. When processing a search, the portal may use Search Web services to federate searches to other systems while also issuing the search to its own index. Results are combined in one set.

Search WebServices Other systems

HTTP

2a. When a document is gatewayed, the user's Web browser retrieves the document via the portal. This prevents the user's Web browser from having to connect to the server where the document is stored.

1. Entries in the portal’s Knowledge Directory consist of links to the original repository plus metadata about the original documents, not copies of the documents themselves.

2b. A Datasource defines how to reach the repository in which a document resides

1

2a

3

2b Datasource

How It Works: Assembling a Page

6. All communications between user and Portlets are processed through the Gateway; HTML, XML and documents hosted behind the firewall are rendered by the Gateway.

Gateway

Portlet

1. The IDK is a set of design-time tools for coding Portlets and other integration Web services with Java and .NET.

IDK

2. To process a page request, the portal server retrieves the definition and the preferences for each Portlet in the page from the AquaLogic Interaction database.

RDBMS

2

Application/Data Store

4. The Portlet assembles data either communicating through APIs or database connections.

4

5. Based on the preferences, the Portlet returns HTML or XML to the portal. XML is transformed into HTML by XML transformation Portlet service

PortalPage

5

6

Parallel Engine

3. The portal sends Portlet’s preferences back to the Portlet via HTTP headers, issuing requests to Portlets via a parallel engine.

3

7. Each Portlet features a page for users to configure the Portlet to their needs. This page gathers preferences from a user and sends the preferences to the portal for storage in the RDBMS.

PortletConfig.Page

7a

7b

How It Works: Gateway

Portal Server

Gateway

PortalPage

Client (Web Browser)

Portal Database

3. The portal receives an HTML from a client portlet and parses the HTML. If an URL is in the gateway space, then the portal transforms that URL so that it refers to the portal server.

4. The portal allows the gatewayed remote service to access preferences and portal objects.

2. The portal administrator specifies gateway URLs for a Web Service object to provide client access to otherwise unreachable files (inside the firewall).

3

4

Firewall

1. A secure gateway acts as a reverse proxy between remote servers and end-users, allowing customers to safely expose sensitive applications to the extranet

Portlet Web service

2

Remote Server

1

Creating User Experiences: Administrative Hierarchy



An administrative hierarchy houses all of an application’s objects & defines the application’s security. When creating a new application, an administrator typically creates a new folder in the hierarchy, such that all the objects within that folder inherit the security of the folder. This eases migration, security changes and delegated administration.

Creating User Experiences: Experience Definition


BrandingEngine


NavigationScheme

Experiences

UserExperience

A experience definition defines each user’s experience, which can include one or more applications. Each subportal can feature a different navigation scheme and branding. A Publisher component that installs with the AquaLogic Interaction, the branding engine, controls the appearance of each subportal. AquaLogic Interaction also offers an adaptive styles mill that propagates font and color changes across every page hosted by every component of the suite, so the user experience is seamless across products.

Adaptive CSS Mill


PageTemplate

CommunityTemplate

BrandingEngine


Pages

NavigationScheme

Experiences

UserExperience

Each application within the portal is created as a community, from a community template. A community template dictates which pages are in the application, and a page template determines the Portlets for each page. Administrators can update many communities at once by editing these templates. Each community can be separately branded, overriding the subportal brand.

Adaptive CSS Mill

Creating User Experiences: Communities

Creating User Experiences: Portlets


PageTemplate

CommunityTemplate

BrandingEngine

Web ServicesObject

IntegrationWeb Services


Pages Portlets

Adaptive PortletsFramework

NavigationScheme

Experiences

PEI

UserExperience

The Portlets within a page can be generated from a Portlet template known as a Web services object, with each Portlet differentiated by administrator-level preferences. Portlets interact with one another within the application using Adaptive Portlets technology, based on JavaScript in the user interface. Programmable Event Interfaces (PEI) allow developers to embed new functionality into the application at key junctures, such as on log-in, without changing core UI.

Adaptive CSS Mill

Creating User Experiences: Projects


Collaboration

ProjectTemplate

PageTemplate

CommunityTemplate

BrandingEngine

Web ServicesObject



Pages Portlets Projects, Documents


NavigationScheme

Experiences

PEI

UserExperience

Collaboration projects, with shared documents, discussions & tasks, work hand in hand with communities, based on a complementary templating system known as project templates, which seed new projects with a starting set of documents & tasks.

Adaptive CSS Mill

Creating User Experiences: Content


Collaboration

ProjectTemplate

Publisher

Data EntryTemplate

PresentationTemplate

PageTemplate

CommunityTemplate

BrandingEngine

Web ServicesObject




Web Content


NavigationScheme

Experiences

PEI

UserExperience

A Web publishing system captures content in self-service forms known as data entry templates, and publishes the content as Portlets or Web pages via a presentation template.

Adaptive CSS Mill

Creating User Experiences: Knowledge Directory

Collaboration

ProjectTemplate

Publisher

Data EntryTemplate

PresentationTemplate

PageTemplate

CommunityTemplate

BrandingEngine

Web ServicesObject



KnowledgeDirectory


Web Content


NavigationScheme

Experiences

PEI

UserExperience

The portal’s knowledge directory organizes all the content created for each application, in an enterprise-wide taxonomy

Adaptive CSS Mill


Content Server architecture

WebDAV

Content Server Portlets• Content Management Tasks• Most Recently User Content• Content Submission• Content Search• Workflow Activities• Workflow Administration• Content Administration

JDO

Content Server Features• Auto-upgrade (rdbms.schema.xml)• Templating language (Tcl)• Clustering

Portal Database

(Portlets, Portlet Templates, Web

Services, Users & Groups)

Content Database

(Folders, Content Items, DET, PT, Users &

Groups, Activity Rights)

Web Analytics: Inaccurate, Hard to Configure, Information Out-of-Date

Application Server

LogFiles

AnalyticsServer

Easy to Install, No Complicated Configuration

Portal Server

PlumtreeAnalyticsServer

Plug-in

PlumtreeAnalytics

DBPMB

JDBC

HTTP

3 Easy-to-Install Components (can run on same server)

Deliver information through analytics application in portal

Deliver community analytics using portlet templates

Agenda









Q&A


Openness and Standards

Layered API

Radical Openness for Developers

Radical openness Every IDK API is in Java and .NET

Use any IDE for development

Host code on any application server

Combine .NET, Java components on a single deployment

Responsiveness Prototype quickly

Plug-in services from existing systems

Develop incrementally: add portlets, add features

Portlet StandardsWeb Services for Remote Portlets (WSRP) Consumer

Supports 1.0 WSRP Specification

Typically used with other tools to hide underlying complexity

WSRP4J

BEA Workshop

NetUnity

JSR 168 Consumer Supports JSR 168; passing 100% of TCK test cases

Runs remotely on Weblogic, WebSphere, Tomcat

Update with G6 to support shared sessions

Tracking future JSR support

JSR 168 Details

Standard is modeled on Java servlet specification Define API via interface classes

Defines JSP tag library

Defines CSS

Requires servlet 2.3

Spec defines a Java Container API for portlet development Developers create portlets by subclassing GenericPortlet class

Spec assumes local execution of portlets

Model allows easy access to IDK portlet APIs, e.g. IDK’s IPortletContext

JSR 168 Strengths and Weakness

Strengths Simplicity: if you can write a servlet,

you can write a portlet

Tools: existing IDEs can be extended to make portlets even simpler to write

Weaknesses Quality of service: when written loc

ally, possible to write portlets that damage the portal

Scalability: when written locally, too many portlets may bog down portal

Platform: Java orientation limits aftermarket

Limited functionality: Support for one type of preferences, limited notion of a user

WSRP Details

WSRP defines interactions between “producer” and “consumer” Defines interface (WSDL) for all portlets

Consumer can be any application

Producer can run on any SOAP-supporting platform

WSRP provides flexible, rich interaction model Loosely coupled relationship between consumer and producer

No additional software install

Supports different flavors of markup: HTML, wireless standards

Different portlet modes and states

Caching model for performance

WSRP Strengths and Weakness

Strengths Radical openness: can develop We

b services in any language, run them on any platform, mix and match them in one deployment

Flexible deployment: can have hosted services, business unit-level services

Extensibility: easy to extend specification for vendor-specific needs

Weaknesses Complexity: knowledge of SOAP stac

k required to implement portlets

Complexity: more focused on protocol for communication, not API usability

Lack of tools: SOAP tools not as well developed, WSRP producer tools non-existent

Extensibility: ease of extension means exaggerated claims for interoperability


Openness and Standards

Layered API

Developer Tools Architecture

CWS AWS PWS SWS Portlets

CollabRemote APIs


Search Portal Publisher Security

Adaptive Portlet Toolkit UI Customization ToolkitUI Tools

Applications

JAR

Workshop/Eclipse

IDE

DLL

Visual Studio IDE

User Interface Tools


Applications

JARJAR

Workshop/Workshop/Eclipse Eclipse

IDEIDE

DLLDLL

Visual Visual Studio IDEStudio IDE

Remote APIsRemote APIs CollabCollab SearchSearch PortalPortal PublisherPublisher SecuritySecurity

Integration ServicesIntegration Services CWSCWS AWSAWS PWSPWS SWSSWS PortletsPortlets

UI Tools: Portlets

Available as… IDK Portlet API

JSR 168

WSRP

IDK Portlet API Features Rich preference types (superset of JSR 168, WSRP, and WLP)

scoped by portlet & user/community, community page, user, and session

Remote

JSF Components through Java Portlet Tools and .NET Web Controls through .NET Web Control Consumer

UI Tools: Tags

Many out of the box tags or create custom tags

Tags for Populating menus

Displaying lists of users or other objects

Displaying data about a single user or other object

UI Tools: AJAX

Scripting Framework is JavaScript library

AJAX functions

Adaptive Portlet patterns (in place portlet refresh, broadcast listener similar to WSRP events)

Adaptive Portlets

Features Portlet-to-portlet event communication

Portlet-to-server communication: in-place refresh

Adaptive Portlet Patterns

Portlet Development Tools EDK.dll + .NET Web Controls v2.2

EDK.jar + Java Portlet Toolkit

AJAX Architecture Used by Google Maps, Google’s gmail

Portlets embed JavaScript

User action uses HTTP to fetch XML/HTML

UI Tools: Portal Customization

PEIs (Programmable Event Interfaces) for password enforcement or EULAs

CSS Mill for rich style sheet attributes

Experience definitions to apply custom style sheets, navigation, and layouts based on domain or user/group

Support for .NET Web Controls

Microsoft’s Drag-and-Drop GUI for building Web forms Microsoft’s recommended way to do .NET web development

Common UI controls: Calendar, Table, Text Box, Graphing, etc…

Web Controls Framework for 3rd party development

IDK .NET Web Controls Consumer Support Microsoft .NET Web Controls out-of-the-box into the portal

Supports 3rd party controls

Invisible to the developer

Build Adaptive Portlets using the .NET Web Controls in-page portlet refresh for pages built with .NET Controls

Enables Portlet intercommunication with in-page browser refresh

Support for Java Portlet Development

Develop using best-of-breed technologies, IDEs Leverage tools for building any web page

Utilize multiple frameworks: JavaServer Faces, Struts, JSP, …

JSR 168, WSRP portlet standards support

Java Portlet Toolkit Support Java development out-of-the-box into the portal

Supports 3rd party controls: MVCs

Invisible to the developer

Built Adaptive Portlets using the Java Portlet Toolkit In-page portlet refresh for pages built with Java

Enables Portlet intercommunication with in-page browser refresh

Remote APIs

CollabRemote APIs Search Portal Publisher Security


Applications

JARJAR


IDEIDE

DLLDLL

Visual Visual Studio IDEStudio IDEIntegration ServicesIntegration Services CWSCWS AWSAWS PWSPWS SWSSWS PortletsPortlets

UI ToolsUI Tools Adaptive Portlet ToolkitAdaptive Portlet Toolkit UI Customization ToolkitUI Customization Toolkit

Goal of Remote APIs

Provide API services for building applications Speed development by providing building blocks

Code natively, call remotely

Leverage systems proven to scale

Development in Java and .NET, independent of service implementation

Provide API services to manipulate ALUI products Speed deployment, integration to your environment

Secure to your user context

Implement simplified view of existing ALUI features, e.g. discussions

Pull back the covers, give developers access to underlying APIs



Applications

JARJAR


IDEIDE

DLLDLL

Visual Visual Studio IDEStudio IDE

Remote APIsRemote APIs CollabCollab SearchSearch PortalPortal PublisherPublisher SecuritySecurity

UI ToolsUI Tools Adaptive Portlet ToolkitAdaptive Portlet Toolkit UI Customization ToolkitUI Customization Toolkit

CWS AWS PWS SWS PortletsIntegration Services

Services: Remote APIs

SOAP-based web services

APIs for… Portal – Query data about users, documents, etc.

Search – Custom advanced searches based on filters

Collab – Document management, discussion boards, task lists

Content – Form-based structured documents

Integration Services: Identity

Authentication Services Import users from a repository

Similar to WLP’s SPI

Examples: AD (Active Directory) and LDAP

Profile Services Import user data from repositories

Similar to WLP’s user properties

Examples: PeopleSoft HR data

Integration Services: Content

Crawler Services Import document information into our Knowledge Directory

Knowledge Directory only links to repository

Examples: File Crawler, Web Crawler, Documentum Crawler

Search Services Third-party search federation

Examples: Google

Agenda









Q&A

Advantage of Using ALUI : Business

Investment Safeguard (Legacy, Present and Future Invest.)

Short “Plan to Production” lifecycle

Low risk

No interference with current project management

Low TCO (Total cost of ownership)

Low training cost

Advantage of Using ALUI: Management

Separated Development Cycles

Quick POC

Short Implementation Cycle

Advantage of Using ALUI: Technical

Pure SOA

Top-down Design (Directly map to business requirement)

Fully Distributed Architecture

Unlimited Scalable Architecture

Unlimited Extensible Architecture

Reusable Components

90% Configuration + 7% Reusable Components + 3% Coding

Supporting all mixed platform

Supporting any HTTP-based connectivity

No firewall nightmare

Gateway technology access internal/external resources

Few bugs

Advantage of Using ALUI: User Experience

High usability

Business people directly involvement

Search capability Crawler Functionality

Content, Discussion, Email search

File system (PDF, MS Office etc etc).

Security boundary

Many in one

ALUI wins 99.9% of the time when…

The customer’s infrastructure is mixed: .NET, Java, PHP, you name it

The customer is interested in freeing IT and developers from building everything, and want configurability over the Web for business users to participate

The customer is interested in leveraging out-of-the-box capabilities, faster time-to-value

The customer is interested in deploying a portal or portal applications that are collaborative or involve intense search, publishing and knowledge management

We do a proof-of-concept against IBM, Oracle or MSFT

ALUI consistently competes strongly against

IBM: WebSphere Portal + WorkPlace strategy and technologies Similar collection of technology, dramatically different configuration

Poorly integrated, massive services bill

Few successful references

Microsoft: SharePoint + WSS + Office 2007 + VS.NET Fine for inside the firewall, but what about your customers, partners

Limited infrastructure choice, flexibility

We consume and extend WSS

Oracle: Portal + Collaboration + Fusion Limited feature set

Poorly integrated products

Single-stack orientation

alui features and architecture overview song hu. agenda product introduction overview of user...

Documents

bpm services

web content management

content publishing

featured search engine

webbased portlet builder

collaboration vendorover

collaborative software

assembly engine