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Home > Best practices > Using the IBM Lotus Connections portlet plug-in 2.0
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Using the IBM Lotus Connections portlet plug-in 2.0 

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 2009

© Copyright International Business Machines Corporation 2009. All rights reserved.


Abstract: This article shows how to configure and use a portlet plug-in for users to access IBM Lotus Connections 2.x from the IBM WebSphere Portal side. The plug-in changes from dojo 0.4 to dojo 1.1.1 compared with Lotus Connections 1.0.


Contents
1 Overview of the portlet plug-in
2 Architecture
3 How the portlet plug-in works
4 Prepare the environment to install the plug-in
5 Install and configure the plug-in
6 Features provided by the plug-in  
    6.1 Tags
7 Troubleshooting
 8 About the authors


1 Overview of the portlet plug-in
The Lotus Connections 2.0 portlet plug-in brings the capability of Lotus Connections to WebSphere Portal. Unlike the 1.0 version, portlet plug-in 2.0 is installed on WebSphere Portal 6.1, and it updates from using dojo 0.4 to dojo 1.1.1.

This portlet plug-in provides views of five main Lotus Connections 2.0 features—Activities, Blogs, Communities, Dogear, and Profiles—with the following functions:

·        Multiple views in each application
·        Display tag clouds
·        Support search and customized views

Users can read and search the contents of Lotus Connections 2.0 features through this portlet plug-in. All the provided functions are based on the complete, correct configuration, and the new features in this release are as follows:

·        The dojo version is upgraded from 0.4.2 to 1.1.1, in line with the dojo version being used in WebSphere Portal 6.1.
·        Added SiteMinder support.
·        Added IBM Group2 languages support (supporting 24 languages in total: French, German, Spanish, Italian, Portuguese, Traditional Chinese, Simplified Chinese, Korean, Japanese, Arabic, Czech, Danish, Dutch, Finnish, Greek, Hebrew, Hungarian, Norwegian, Polish, Portuguese, Russian, Swedish, Turkish, English).
·        Added WebSphere Portal 6.1 support.

2 Architecture
Figure 1 shows an example architecture of one customer’s deployment environment. They have a portlet installed on a WebSphere Portal cluster, with the portlet sending HTTP request to get the Feed of the feature content.

Figure 1. Example architecture


The WebSphere Portal cluster and Lotus Connections cluster are behind the WebSeal (see figure 2). They all enable Single Sign On (SSO) with the Tivoli Directory Server.  The personalize mode does not need to be specified because SSO can help the portlet get all the user information with the log-in authentication.

Figure 2. WebSphere Portal and Lotus Connections clusters


3 How the portlet plug-in works
The Lotus Connections portlet provides views of five Lotus Connections 2.0 features:  Activities, Blogs, Communities, Dogear, and Profiles. Each of the five Lotus Connections services has its own application programming interfaces (APIs) to read and update the existing feature information.

The APIs for Lotus Connections are accessed through HTTP, so it works from any program that can send and receive HTTP. Lotus Connections APIs use the Atom Syndication Format to provide XML data information. The program can use the APIs to send and receive the Feed of XML format data through HTTP.

To display applications in the portlet, portlet Java™ sources initialize the NLV messages, collect all the configurations, and then pass this information to the dojo functions in JSP files. Using this information, the dojo functions make up the HTTP API format and send out requests through proxy servlets.

The Lotus Connections APIs provide Feed of data in XML format. Dojo functions get XML data and parse the XML. The dojo functions make up the JSP code, according to the content from XML, and update the code to JSP pages. After this event, JSP pages refresh themselves and display the features in the application.

Each time you change to another application, the actions described above are executed  to refresh the page. So the communication between the portlet and Lotus Connections mainly relies on using a dojo function to send a request and get the Feed of XML data.

For more information about the Lotus Connections APIs, refer to the Lotus Connections 2 information center.

4 Prepare the environment to install the plug-in
You have the option to enable SSO between a Lotus Connections feature and a WebSphere Portal Server configured for stand-alone LDAP. SSO is not required for portlet plug-in, but it’s highly recommended. With SSO, users can access all their content after they log in to WebSphere Portal server once. Without SSO, the user needs to put credentials into the  Personalize mode.

SSO is required only if email can't be used as the Login attribute due to corporate policy. As of the Lotus Connections 2.0 release, email is required when calling to retrieve Dogear and Blogs feeds. Setting up SSO can by-pass such a limitation; however, you cannot enable SSO between WebSphere Portal server and Lotus Connections if they use different LDAPs or the WebSphere Portal Server does not use LDAP for authentication. In that case, a user must input their email address in the Personalize mode for Blogs.

For detailed steps to configure single sign-on (SSO), refer to the information center topic Installing the Lotus Connections Portlet.

If you use HTTPS to access your Lotus Connections server, you must import SSL keys into your WebSphere Portal 6.1 server. (This helps the WebSphere Portal server pass the SSL certification when it sends a request to the Lotus Connections server.) To import SSL keys, follow these steps.

1.        Navigate to the Profiles feature URL to get the certification file, for example: https://www.company.com/profiles. Prepare to export the SSL keys from the browser.

2.        View the certification of this Web site ; the browser will display a message dialog for the Certificate view (see figure 3). Open the Details tab, and then click the button “Copy to File…”.

Figure 3. Certificate view



3.        In the Certificate Export Wizard (see figure 4), select the option “Base-64 encoded X.509 (.CER)” and click Next.

Figure 4. Certificate Export Wizard dialog


4.        Before exporting the file, you need to create the folder “\certifications” in which to save your exported SSL keys. Type in your certification file name and click Next (see figure 5). The certification file is then saved in the \certifications directory.


Figure 5. Specify file name


5.        Open the Admin Console page of WebSphere Portal server 6.1 from this URL:  https://yourHostName:port/ibm/console, to prepare to import the SSL keys into WebSphere Portal server.

6.        In the left-hand pane of the Admin Console page, navigate into Security > SSL certificate and key management > Key stores and certificates > NodeDefaultTrustStore > Signer certificates. Click the Add button.

7.        A page similar to that shown in figure 6 displays. Input your certification name in the Alias field and the key location in the File name field. You can use the WebSphere Application Server variables in your location.

Figure 6. SSL certificate and key management

For Profiles, you can input "Profiles" for the Alias and input the right path of the profiles.cert: ${WAS_INSTALL_ROOT}/certification/profiles.cert. Since “${WAS_INSTALL_ROOT}” is a WebSphere Application Server variable, its value is the full path of the WebSphere Application Server.

8.        Repeat steps 1 through 7 for any other features that use HTTPs.

9.        Finally, restart WebSphere Portal server to put your changes into effect.

5 Install and configure the plug-in
1.        Go to the IBM Lotus Business Solutions Catalog Web site and download the IBM Lotus Connections Multi-Service Portlet 2.0 for Portal 6.1. After you finish downloading the package, you will get a zip file. Unzip it and get the package named “snor.portlet.war”.

2.        Deploy the Lotus Connections application to the WebSphere Portal server:
a.        Navigate to: http://:10038/wps/portal and log in as Portal administrator.
b.        Click “Launch”, and on the drop-down list, select “Administration”.
c.        On the Administration page, navigate to WebModule and click the Install button to set up the Lotus Connections .war file
d.        On the next install page, select the snor.porlet.war that you will deploy to the WebSphere Portal server, via the Browse button.
e.        Click Finish to complete the installation; you will see that the file “snor.portlet.war” has been installed.

3.        Create a page to view Lotus Connections 2.0 on WebSphere Portal server:
a.        Navigate to Launch > Manage Pages; click “Content Root”.
b.        On the next page, click “Home”.
c.        On the Home page, click “New Page”.
d.        Input a Title like “Lotus Connections 2.0” for the new page and keep other setting as default.
e.        Navigate to “Launch  Home”, a new page “Lotus Connections 2.0” is created.
f.        Click “New Page” to create a new sub-page to for Lotus Connections under the created page (see figure 7).

Figure 7. Create a new page



g.        On the next page, input a title for the new page and keep the other settings as default. Click Ok.
h.        Click the “Add portlets” button to add portlets for this page.
i.        Search portlets by the keywords “Lotus Connections”, select the “Lotus Connections” portlet, and click OK (see figure 8).

Figure 8. Create Lotus Connections portlet



j.        The portlet has been added successfully (see figure 9). Click Done.

Figure 9.



4.        Configure and Personalize:
a.        Navigate to the page shown in figure 10. On the drop-down list, click “Configure”.

Figure 10. Configure


b.        On the Configuration page (see figure 11), configure Lotus Connections for the portlet; click Save. (Note that “https” is usually used here.)

Figure 11. Configuration page


c.        Select one component of Lotus Connections and make a customized setting via the Personalize page. In this case, we use the Dogear component (see figure 12).

Figure 12. Personalize Dogear


d.        Customize your settings and click Save (see figure 13).

Figure 13. Customize settings


5.        Map Security roles to users/groups:
a.        Navigate to the Portal Admin console page and log in as administrator.
b.        Navigate to Applications > Enterprise Applications, and select the Lotus Connections application (see figure 14).
Figure 14. Enterprise Applications page




c.        In the next panel, select “Map security roles to users/groups” (see figure 15).

Figure 15. Map security roles to users/groups


d.        Map the roles as shown in figure 16.

Figure 16. Map the roles


e.        Save the changes and restart the Lotus Connections application.


6 Features provided by the plug-in
The portlet brings the social networking capabilities of Lotus Connections to WebSphere Portal, providing the following components:

·        Activities. Collaboration tool for collecting, organizing, sharing, and reusing work that is related to a project goal.
·        Blogs. Online journals that you can use to deliver timely information with a personal touch.
·        Communities. A Web site that you create so that people who share a common interest can interact with one another and share resources.
·        Dogear. Social bookmarking tool that you can use to save, organize, and share Internet and intranet bookmarks (see figure 17).
·        Profiles. Directory of the people in your organization that includes the information you need to form and encourage effective networks.

Figure 17. Dogear component in WebSphere Portal


Functionally, the portlet provides a search feature, and the ability to customize views (see figure 18). You can switch to different components to view corresponding content, and in each component you can also switch between views. The view options include all views provided by each component in Lotus Connections and the customized views:

·        Activities. By default, “My Activities”, “Completed,” and “To do” views.
·        Blogs. By default, “All Blogs” and “My Blogs” views.
·        Communities. By default, “All Communities” and “My Communities” views.
·        Dogear. By default, “All Bookmarks”, “Popular Bookmarks”, “My Bookmarks,” and “My Watchlist” views.
·        Profiles. The search view is displayed.

Figure 18. Portlet functions


Also, via the portlet menu “Edit Shared Settings”, you can customize your own view (see figure 19). Here you can use the Create custom search query and Add to List options so that a customized view will be listed and can be checked to view by the customer.


Figure 19. Customize a view


As shown in the above figure, select the

·        “Display portlet contents as search results” check box, if you want the Lotus Connections portlet to function as a search portlet.

NOTE: If there are no search results to display, only the title of the feature will display in the portlet. If this checkbox is checked, the portlet's main view will only display search results, and the tag cloud and search bar will be removed from the main view.

You can create a custom search view and set this view as the default view. And you can only see the search result if you check the “Display portlet contents as search results”

·        “Show the application” check box, if you want this feature to be available from the portlet.

·        Check boxes beside the views you want to enable for the feature. The views you select here will be available from the view drop-down list for the feature. Note, however, that the Create custom search, Create custom tag filter, and fields will not display when you select the Profiles view:

·        Create custom search query: Provide “Search for” and “Query name” values
·        Create custom tag filter: Provide “Search for” and “Filter name” values
·        Show the following as default view: Choose the view that should be displayed when the feature is first accessed.

6.1 Tags
A tag is a descriptive keyword that you can assign to a profile, bookmark, activity, activity entry, or blog to help classify it. A tag cloud is a collection of the tags used by everyone in an organization. Popular tags in the tag cloud display in a larger, bold font.

On the top right corner of the main view, click Tags. (You can click Hide Tags to stop the tag cloud from displaying.) If you want the tag cloud to display by default when you open the feature, choose Personalize from the Portlet menu, and then select the Display tags check box (see figure 20).

To display all entries that are tagged with a specific tag term in the current view, click a tag in the cloud. Via the portlet menu “Personalize view”, you can specify “If display tags by default”, “How to Open links”, “How many entries to show per page”, and “Whose data to display”.

Figure 20.


·        Display tags: Select this check box to set tag cloud to be displayed by default.
Note: This check box is not displayed when you are editing the view associated with Profiles.
·        Open links in: Select how to open links, on new window or the same window.
·        Number of entries: Select a number from the box to specify how many entries to show per page
·        User ID and Password: Type the user ID and password you use for Lotus Connections.
·        Should profile list results be displayed in portlet: Select this check box to indicate that the list results should be displayed in the portlet.
Note: This check box is only displayed when you are editing the view associated with Profiles.

7 Troubleshooting
In this section we describe some issues that you may encounter:

1.        "No entries are available" under My Bookmarks of the Dogear component.
This issue is caused by a special configuration for Dogear.

To resolve: Make sure the Login properties of Lotus Connections is "mail". Log into the WebSphere Application Server admin console and configure the "Login properties" as "mail" via Security > Secure administration, application, and infrastructure > Single sign-on (SSO) > Trust association > Federated repositories > . Also, you need to configure the UserID and PWD as mail on the Configure view on the WebSphere Portal server.

2.        Javascript Error: “An error occurred processing the request. HTTP request status was: 500”
This occurs because you did not import the SSL certification into the WebSphere Portal server.

To resolve: Enable SSO and use the HTTP instead of HTTPS. Or, you can import the correct SSL certifications. See the InfoCenter topic “Prepare the environment to install the plug-in”.

3.        Javascript Error: “Your Lotus Connections username and password were not accepted. Go to the Personalize mode to update your username and password.”

To resolve: After you ensure that your user credentials are correct, verify that proxy security roles are mapped properly.

4.        If SiteMinder is used as secure solution software, in order to ensure Blogs work correctly, you must make sure that email is set as the Login attribute on WebSphere Portal, on the SiteMinder Policy server, and on Lotus Connections. For more details on configuring Blogs with SiteMinder as a secure solution software, refer to the InfoCenter topic, “Enabling single sign-on for SiteMinder”.
       
5.        For error messages generated by the IBM Lotus Connections Multi-Service Portlet, search the SystemOut.log of WebSphere Portal for the included codes to identify problems and find their solutions:
CLFNF6001E: Could not store portlet preferences. The portlet failed to save preferences to portal preferences store. It may be caused by incorrect permission settings granted by the administrator. Check if the user has permission to store preferences.
CLFNF6002E: Error storing slot id. The portlet failed to store user credentials in the portal credential vault. Check your portal credential vault configuration.
CLFNF6003E: There was an error with a name. Caused by: javax.naming.

NamingException when the portlet is trying to lookup Portal services (i.e. Puma service or Identification service).

Check your portal configuration to make sure Puma services and Portal Identification service are available.
CLFNF6004E: JSONTranslator could not modify portlet preferences. The portlet failed to save preferences to portal preferences store. It may be caused by incorrect permission settings granted by the administrator. Check if the user has permission to store preferences.
CLFNF6005E: There was an error with the portlet service. The server encountered an error when using Portal Puma services. Check your portal configuration to make sure puma services function correctly.
CLFNF6006E: Error creating credential. The portlet failed to create a private credential slot. Check your portal credential vault configuration.
CLFNF6007E: Name not found. The portlet failed to locate portal services. (i.e. Puma or Identification) Check your portal configuration to make sure puma services and Portal Identification are available.
CLFNF6008E: There was an error serializing an id. The portlet failed to serialize portlet window ID. Reinstall the portlet instance on the page, if the problem is consistent, check your portal configuration.
CLFNF6009E: Could not get custom views. The portlet failed to change the value for a read-only preference attribute. Check if the user has permission to store preferences.
CLFNF6010E: Query was stored in a bad format: {0}. The user used the character “|” in a custom search query or in a custom tag filter. Do not use “|” in a custom search query or in a custom tag filter.
CLFNF6011E: Error getting user credentials. The portlet encountered an error when attempting to retrieve user credentials from the Portal credential vault. Check the portal credential vault configuration.


8 About the authors
Peng Zhang is a software engineer on the Lotus Connections Install team at the IBM China Software Development Lab.
Liang Yang is a tester on the Software Verification Test (SVT) team for Lotus Connections at the IBM China Software Development Lab.
Xin Xu is a tester within SVT team of Lotus Connections at the IBM China Software Development Lab.

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