document management system using liferay 7

Document Management System

Liferay 7 Solution Approach

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High Level Solution Architecture


Solution Approach• User Management – (Social Login, Authentication, Authorization, Role and Access Management)– User Management will migrate all existing LDAP user to the system using Liferay API to RDBMS.– Form based registration will allow user to register on site, also social Login will be configured with OpenID,

Facebook to register with their social media credentials.– CAS will be configured to connect with different kind of data sources like: relational data bases (External user)

and LDAP (Internal User).– CAS SSO (run over https) integrate together to provide support for cross platform applications.– Solution will validate user credentials using CAS with LDAP or Database, on success CAS provides security

ticket to application.– Based on the token to access the portal user will view the portal and can access the same.– Solution will use the custom portlet for token based authentication and password management.

• Report Management – (Upload, Download, Search, View, Filter, Chart, Analysis, etc.)– Report management will be a custom portlet designed for report functionality.– This portlet will provide report upload template for uploading reports (HTML / PDF).– Elastic search will index the data perform fastest content search for the report data.– Customized content event captured (Update, Search, View, Download, etc.) for chart & audit purpose.– Custom Report management will provide template to generate, view, filter, Chart view for MIS reports.– Report based on multiple parameters search report on indexed content.– Save and Share the report will be available in the solution to share the searched report with user.


Solution Approach … Cont…• Data Management – (NSE Data, Data Compare, Data View, Data Compare Chart, Capital Market

Research)– Report management will be a custom portlet designed for report functionality.– This portal will read the live stock price feed from NSE server.– Portal will provide template for internal users to upload rating files, data and other related stuffs. – Portal will provide the template to upload the research and Indices data to compare the data and view in

graphical format.– Rating Data View will provide user to search and view ratings data on screen. Portal will allow to open

related files for searched rating data.– User will be able to down load the rating data files.

• Event Management – (Event Creation, Configuration, Registration, Multiple Geolocation Calendar)– Event Management will be a OOB customized portlet designed for custom event management.– Portal will be provided with Alloy Editor to create custom event based on different Geo-Locations.– Portal will send the email notification to invited user to their mail box.– Portal will allow valid user to register for an event and send notification via email.– Customized calendar will provide functionality to update events and capture details of events.– Different Geolocation user will see their local time-zone for the event invited / registered.


Solution Approach … Cont…• Search Management – (Static and Dynamic Content Search, Advanced Search, Intuitive Search)– Search management will be a custom portlet designed for search functionality.– Liferay 7 Elastic search will be customized for static and dynamic content indexing, which will index all the site

data including the HTML and PDF content and keep that indexed data on file server.– Data searched by a registered user will be captured for dashboard personalization and Audit Trial.– Personalized data will be stored in the RDBMS in persona detail table.– System will index data from the tables underlying, and uploaded content based on the keyword associated

with it.– Portal will have parametric search to support selecting multiple parameters to search the indexed content from

different resources.– Solution will be implemented with self learn and suggestions to the users for new searched keywords.

• Audit Trial Management– Solution will be using customized Audit Trial management functionality.– User events (Login, Logout, download, search, view, etc.) and auto event’s like auto achieve will be captured

and stored in audit trail database.• Career Management– Career management will be a custom portlet designed for career functionality.– Portal will provide the customized template to post the job / internship with default operations like update,

Delete, etc.– User can upload resume in defined template by the job creator.– Uploaded resumes can be searchable by their relevance.


Solution Approach … Cont…• Archival Management – (Content Archival System)– Solution will be using customized Archival management functionality of Liferay 7.– Establish notifications within your content processes that inform content owners when a piece of

content is to be achieved.– Portal will run on the guidelines for archiving different content types. For example, quarterly reports

could be kept active and online for four years, while news articles are archived after one year.– Portal will take care for audits trail are planned at regular intervals to identify content that is out of date,

or needs to be archived.– Portal will have a control panel to configure the maintenance checklist that includes archiving and

deleting rules for your content.– Scheduler will be configurable that run periodically to move archival data to respective archival server.– Portal will be processing recursive and complex relationship cycles.– The customize portal will execute archival tasks without violating referential integrity, creating orphaned

data or corrupting the database.– Portal have customized elastic search indexing will provide a sure and fast way to identify archived data

from various content type and data source.– Portal also will provide a “selective restore” capability that allows for accurately restoring content or data

from the archival system. – Portal will be support for different archival server (file server, media server, etc.) and maintain the

indexed data for easy search from the archived data.


Solution Approach … (Cont…)• Chat Integration– Solution will be using customized LIMS for the business needs of audit and chat without login.– Guest user can also chat with Internal user without login. (User Name and Email will be asked for Audit)– Custom chat portal will send messages to offline users.– Advanced admin area setup panel for user will provide user status, Sound, Group and Social integration.– Portlet will allow user to resend or delete message (Server side the log will be managed for Audit).– Portlet will be compatible with Liferay Social Office ® and search contacts will be available within chat.– User will get a incoming message notification with voice.

• Image Processing– Image Processing will be a customized inside the portlet designed for Image processing.– Portlet will provide user to zoom in/out, crop, reposition and save the uploaded image.– Based on the business need we can customize the processing.

• Payment Gateway– The Payment Gateway portlet will be a customized portlet available in Liferay.– The custom solution will provide access to multiple banks and multiple payment method.– Citrus as a payment gateway implementation will be used.


High Level Solution Architecture (Cont…)


High Level Deployment Architecture


Technology Stack


Technology Stack DetailsAPI / Framework / Tool Version Description

Liferay 7.0 Used as Portal and CMS for the solution

Elastic Search 2.4.0 As an open source search and analytics engine it will be used for horizontal scalability, reliability, and easy search management.

Apache Solr 6.2.0 Solr is used as search engine in archival data and content indexing and search purpose

Java 8.X Liferay 7 completely considered only Java 8.

HTML 5 HTML5 is a markup language used for structuring and presenting content on the World Wide Web.

CSS 3 CSS3 is an extended or enhanced version of CSS2 used in defining the styles for the different elements of a web page and even more.

Bootstrap 3.0 Batter and smooth look and feel for responsive design and multi device support.

D3 4.2.2 A JavaScript library for producing dynamic, interactive data visualizations in browsers.

loads 4.0.0 A JavaScript utility library delivering consistency, modularity, performance, & extras.

Phantom JS 2.1 Headless Web Kit scriptable with a JavaScript API. It has fast and native support for various web standards: DOM handling, CSS selector, JSON, etc.

Spring 3.0 The solution will be build using Spring MVC and Web.

Hibernate 3.x

Kaleo Workflow 2.0.1 This app provides the Kaleo Workflow engine, for use with Liferay Portal.

CAS 2.0 a client web browser, the web application requesting authentication,


Social Media Registration & Access


Security LDAP and CAS SSO


Content and Archival Management• Based on the file type the system will

place uploaded files to respective server.

• The Created Content (Text / Document / File) can be configured with expiry date at the time of creation.

• In case of the expiry date is not defined for a content, the default archive engine will move the content to archival server.

• Once the archival will get the request for archive content, it will move all expire data in Archival Server.

• Audit log will be updated with archival mode and content info.


Solution Approach – Liferay 7• Bootstrap 3.0 - The look and feel for responsive design and multi device support.• Java 8 - Oracle have stopped updates for Java 7 and Java 6. New features like

Default and Static Methods in interfaces, Stream API, etc.• Web content management - Alloy Editor is one of project from Liferay and it has

provided better way of edit and create web content in Liferay.• Email - Ability to create mail templates for multiple languages.• Elastic Search – Elastic search is a flexible and powerful open source, distributed,

real-time search and analytics engine.• Editor - Liferay own file browser in side Alloy Editor and Single Page Application so

that user can navigate to anywhere without reloading entire portal page.• OSGi modules - we can dynamically active or deactivate bundles so that we can

easily switch among these storage systems.• Document Management –

– Advanced File System for manage files on server,– CMIS,– File System / JCR / S3


Solution Approach – Robust Scalability

• Declarative Services is one of run time service provided by OSGi container to specify dependency services to other components and it make available these services to consumer bundle/component.

• The system will be able to accommodate many more applications, services, and user provisioning processes depending on Business needs.

• The scalable architecture design from infrastructure to portal level was taken into account for the platform.

• Liferay being an open architecture portal software allows us to extend or modify the Portal source code itself if needed.

• Pluggable Architecture & Plug-in based Service builder components• Extensible Hooks & dynamically configurable changeable behavior components• Reusable Portlet & framework components.• BLADE Tools are used to develop Liferay Applications as OSGi bundles. BLADE tools

offer you MAVEN and GRADLE based build.


Adobe CQ5 Vs LiferayContent Management CQ5 WCM Liferay PortalAnalytics/ Statistics Y Y

Audit Trail N YDocument Library N YEvent Management N YLive Chat N Y

Geolocation N Y

Polls N YMobile Website Support Y YMulti-Site N YPublishing Workflow N YVoting and Ranking N YSearch Y YGoogle Analytics Integration N YApplication Server Windows Windows, OS X, Linux


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document management system using liferay 7

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