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

Transcription

1 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 PUBLISHING open source community experience distilled BIRMINGHAMMUMBAI

2 browsing installing Preface 1 Chapter 1: Planning Your Portal 7 What is Liferay Portal? 8 sites based on Liferay Portal 9 Definition of a portal 10 Horizontal vs. vertical portals 10 comparing Yahoo! and YouTube 10 Open source vs. commercial portals 12 finding the source 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 watching Liferay Portal portlets in action 17 Preparation for Liferay Portal installation 18 Hardware requirements 18 finding RAM information 19 Software requirements 19 Operating systems 20 Java Development Kit 20 installing JDK 20 Application servers and servlet containers 22 Database servers 23 MySQL database server 24 Web browser 26

3 installing configuring deploying creating Table ofcontents Installing OpenOffice 27 OpenOffice 27 starting OpenOffice service 29 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 deploying on Tomcat 34 Liferay with JBoss Application Server 35 deploying on JBoss AS 35 Liferay with GlassFish 37 deploying in GlassFish 37 Liferay with Oracle WebLogic 39 Weblogic 39 Configuring Oracle WebLogic 40 Deploying Liferay on WebLogic 42 Liferay on existing Tomcat 48 Liferay 49 Database configuration 50 creating the database 50 Configuring Liferay to use MySQL 58 changing the file 58 Summary 59 Chapter 3: Understanding Portal Basics and Theming 61 Understanding a portal 62 Navigating Liferay 63 signing in to Liferay Portal 65 Getting familiar with the Dockbar 65 The Add option 66 a new page and adding a portlet 69 Using the Manage option 71 accessing a portal with a normal user account 75 Getting an overview of Liferay Portal Architecture 79 Understanding the Liferay building blocks 79 User 81 User group 82 Role 82 Community 83 Organization 84 [HI

4 understanding painting Teams 85 Basics of the Control Panel 87 Visiting the Control Panel 87 creating a new user 91 Changing Portal's look and feel with themes 93 installing a new theme and applying it to the portal 94 Summary 96 Chapter 4: Tips and TricksAdvanced Configuration 9_Z Renaming our portal 98 changing our portal name 98 SSO with OpenID 99 using OpenID for authentication 100 Ask users to accept terms before accessing Liferay 102 enabling Terms of Use 103 changing Terms of Use 104 notifications 107 enable notification for account creation 107 Adding custom attributes for User 109 giving the option to add a user's favorite sport 109 OpenOffice integration 112 enabling OpenOffice integration 112 Changing the hostname 113 changing our portal name 113 Mail server 114 enabling the mail server 115 Summary 116 Chapter 5: Building your First Liferay Site Designing the site HZ the full picture 118 Users 118 Content 119 Applications 120 Security 121 Knowing the portal requirements 123 CIGNEX Neighborhood portal 123 Organizing users in an organization and a community 126 Organization structured grouping of users 126 Adding the organization 126 creating organization for CIGNEX Neighborhood 127 actions associated with the organization 131 Understanding the difference between a Location and Regular Organization 133 I III!

5 creating adding creating modifying assigning disabling assigning Community a collection of users having common interests 134 Adding the community 135 a community for CIGNEX Neighborhood 136 understanding actions associated with the community 138 What suits your portal organization or community? 140 Using organizations 140 Using communities 141 User groups arbitrary collection of users 141 a user group to CIGNEX Neighborhood 142 understanding the actions associated with the group 144 User group and page templates 145 creating a page template for the Bowlers user group 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 pages for Neighborhood communities 153 Setting pagelevel attributes to define page characteristics 158 providing a HTML title and friendly URL for a page 159 Exploring the User section 162 Configuration for user pages' default porltets 162 Creating an administrator user to manage the Neighborhood site 163 creating a user and assigning an administrator role 163 Editing the user profile 168 user details 168 Assigning users to Neighborhood communities and organizations 171 a user to communities and organizations 171 Disabling the option to register for the site for guest users 174 the Register option for a guest user 175 Exploring role/permission management in Life ray 176 Creating a role to manage pages of the Neighborhood site 177 creating a role to manage pages 178 Portal scoped roles 181 Community/Organization roles 182 Assigning users to community/organization administrator role 183 community/organization 183 Administrator role 183 More on permissions 187 Defining resourcelevel permissions 188 Ilvl

6 uploading embedding enabling defining permissions for a bookmark entry 188 Summary 193 Chapter 7: Creating and Publishing Content 195 Content management preview 195 Analyzing online content 196 Organizing content 196 Purpose of Liferay content management 196 Uploading images 197 uploading an image file 197 Creating web content 199 Regular web content 200 adding content to the welcome page 200 Web content with a structure and template 202 creating a structure 202 creating a template 203 creating templatebased content 205._Migrated web content 206 migrating static content from an existing site using the web content portlet 206 Displaying web content 209 Welcome page 209 adding content to the Welcome page 209 HousesonSale page 211 selling houses online 211 Registration page 212 populating the registration page 212 Uploading documents 214 a video file 214 uploading a PDF file 215 Showing a PDF file link in web content 217 a link for a PDF file 217 Enabling comments for web content 219 comments for content 219 Disclosing decrypted Congress documents 221 Time for action displaying documents 221 Managing content 222 Reviewing web content 222 using the web content list portlet 223 Monitoring other content 224 Ivl

7 exploring Table ofcontents adding the asset publisher portlet 225 Converting web content to formatted files 226 adding a file conversion feature 226 Summary 228 Chapter 8: Exploring Communities 229 Prerequisite 230 Setting up an online game using Flash Portlet 230 setting up an online game using Flash Portlet 230 Adding Web Content Display to announce a cricket match 233 announcing a cricket match 234 Using Video Portlet to share Neighborhood videos 236 sharing Neighborhood videos 236 Sharing Neighborhood photos using Image Gallery 239 sharing Neighborhood photos 239 Exploring chat functionality to enable chat between Neighborhood members 243 chat functionality 243 Integrating Open Social Gadgets in Neighborhood site 246 integrating Open Social Gadgets 247 Creating bookmark of useful links using Bookmark Portlet 250 creating bookmarks of useful links 250 Conducting polls in the Neighborhood site using Polls Portlet 254 creating bookmarks of useful links 254 Changing language of Neighborhood site using Language Portlet 257 changing language using Language Portlet 257 Displaying breaking news as a carousel on the Neighborhood site 259 displaying breaking news as a carousel 259 Defining a search on the Neighborhood site 262 Setting site wide search on the Neighborhood site 263 searching all content 263 Setting Web Content search on the Neighborhood site 264 searching for Web Content 265 Summary 267 Chapter 9: Setting up an Online Shop 2fi9 Getting started with online store setup 270 Online shop configuration 270 Page configuration 270 configuring an online shop page 270 Payment configuration 272 configuring tax rate and currency 272 Payment method configuration 273 Ivil

8 configuring adding making promoting configuring payment through PayPal 273 Adding PayPal Sandbox environment support in the Shopping portlet 274 installing a plugin to provide PayPal Sandbox environment support 274 What about payment with credit cards? 276 Shipping cost configuration 276 the shipping cost 277 Percentage formula for shipping cost calculation 278 Insurance cost configuration 278 configuring the insurance cost 278 configuration 279 configuring the templates 280 Shopping items. 283 Item categories 283 item category creation 283 Changing the Parent Category 285 Shopping items 286 item creation 286 Basic attributes 290 Fields section attributes 290 Prices section attributes 291 Images section attributes 292 Shopping cart 295 Let's do shopping 295 items to the shopping cart 295 Item listing view (category listing view) 297 Item details view 298 Checkout process 302 a payment 302 Address details 306 Order confirmation 306 Order management 308 processing the order 308 Order listing 309 Order details 310 Promotion offers 312 offers 312 Coupon listing 314 Edit coupon details 315 Summary 317 I will

9 configuring changing configuring virtual Chapter 10: Liferay Server Administration 319 Getting started with server administration 320 Monitoring and managing server resources 320 monitoring and controlling Liferay resources 320 Memory utilization 322 Used Memory versus Total Memory 322 Used Memory versus Maximum Memory 322 Memory management operations 322 General maintenance operations 323 Managing log levels 324 the log levels 324 What if the class or package entry is not found? 325 Configuring the log levels permanently 326 log levels permanently 326 Managing file upload size and types 328 document library file settings 328 Monitoring portal sessions 331 monitoring live user sessions 331 Configuring multiple portals on the same Liferay server 333 configuring another portal instance 334 Virtual hosting of communities and organizations 337 host configuration 338 Implementing the staging environment 340 configuring staging environments 340 Staging configuration 344 Publish to Live Now 346 Scheduled publication 346 scheduling publication of portal changes 347 Summary 350 Appendix A: PayPal Test Account Configuration 351 Appendix B: Pop Quiz Answers 355 index 361 [villi