ShowTable of Contents
Unsure where to go next as you learn Web Experience Factory (formerly known as WebSphere Portlet Factory)? This document provides a roadmap that lists some key resources and suggestions for building Web Experience Factory skills, from your first installation to advanced topics. The learning roadmap provides a number of resources, including demonstrations, product documentation, and education offerings, to help system administrators get started with IBM Web Experience Factory.
Note: Some of the articles linked to below may continue to refer to WebSphere Portlet Factory. These topics are also relevant to getting started with Web Experience Factory.
Getting StartedInstalling and getting started
Skills:
- Install WebSphere Portlet Factory, create projects, and run sample models
- Make changes to models and test your changes
- Deploy and update models running in WebSphere Portal
- Understand WebSphere Portlet factory concepts and the designer environment
- Find key resources
| Activity |
Recommended content |
| View introductory videos |
There are several short videos here that introduce key concepts and show how to get started: Video Gallery |
| Install development environment |
Available as free download or as part of WebSphere Portal installation. For the easiest initial experience, install with a new Eclipse and with the WAS CE runtime.
WebSphere Portlet Factory 8.0 trial download |
| Learn to edit, run, and test models on WAS CE |
Using WebSphere Application Server Community Edition (WAS CE) can be the easiest way to start with Portlet Factory, and you can easily change to using Portal server later (see "Set up a WebSphere Portal test environment" below).
Tutorial - Quick Start for using IBM WebSphere Portlet Factory with IBM WebSphere Application Server CE
View a short demo of creating a new project using WebSphere Application Server CE |
| Learn key concepts |
Become familiar with WebSphere Portlet Factory and learn what it can do for your portal development team. Get a conceptual overview of Portlet Factory and high level explanation of how the tool is used.
Getting started with Web Expereince Factory V8.0.0 |
| Explore product samples |
Product samples are available from the Tutorials and Samples / Applications feature when you create a project. See the OrdersServiceConsumer model for a simple model that uses a service provider/consumer architecture. |
| Set up a WebSphere Portal test environment |
For developing and testing with complete Portal functionality, we recommend a local Portal server on the developer workstation. To setup a test environment with local Portal, see the following link.
Creating a Web Application Project tutorial |
| Take advantage of the Getting Started forum |
This forum is for developer discussions about installation, use, and deployment of WebSphere Portlet Factory and related products. This includes setting up your deployment environment, and configuring related products including Tomcat, the JDK, WebSphere, Notes/Domino, RAD 6 and Eclipse.
IBM WebSphere Portlet Factory - Getting Started (Installation, Configuration and Deployment) |
| Become familiar with other Web resources |
This section provides a collection of links to helpful WebSphere Portlet Factory resources
Key resources |
Getting started with developing applications
Skills:
- Build applications with a service provider/consumer architecture
- Use presentation builders such as View & Form, Data Service User Interface, and Data Field Settings
- Control application execution with Action Lists
- Add builders for page elements and to customize the look and layout of pages
| Activity |
Recommended content |
| Explore common application patterns |
This wiki page describes some common application patterns and describes how they're implemented :
Application Patterns with Web Experience Factory |
Complete tutorials for building portlets |
There are tutorials for building simple portlets:
Tutorial Creating your first application: 8.0
|
Explore tasks from the Getting Started with WebSphere Portlet Factory 8.0.0 guide |
Refer to the section on Selecting builders for common tasks and experiment with implementing some different tasks. Learn to use builders such as Button and Text to add elements to pages. Try builders that modify elements such as Data Column Modifier. This includes some conceptual overview and information on how to accomplish specific tasks.
Getting started with Web Expereince Factory V8.0.0 |
See WebSphere Portlet Factory books |
This section provides a collection of links to helpful WebSphere Portlet Factory resources.
WebSphere Portlet Factory Books |
View conference slides |
View conference slides on best practices for development .
Conference Slides |
Downloading and running samples
| Activity |
Recommended content |
| Take advantage of samples on the wiki |
The Web Experience Factory wiki includes a large selection of sample applications which you can download and run. The sample packages (.zip or .pkg) should be installed with the Designer's Import / Web Experience Factory Archive command from a project. The UI-related samples do not in general have external dependencies, but a number some of the data access samples involve access and configuration for back end systems.
 Web_Expereince_Factory_Samples_Categorized |
Building Applications
Accessing data and services
Skills:
- Create service provider models with testing support
- Access data from back end systems such as relational database, SAP, or Domino
- Call WSDL and REST services
- Implement paging so that large result sets are retrieved in small chunks
| Activity |
Recommended content |
| Take advantage of data access samples on the wiki |
The samples in the wiki cover a variety of data sources. The most generic is probably the SQL sample, and there is a Cloudscape sample data base for use with the sample. If you will be working with another data source such as Domino, SAP, or external web services, there are samples you can use for those data sources also.
Samples and techniques > Data access and services |
| Complete the tutorial for creating a database application |
This tutorial lets you create a complete application using a database table created with the SQL Table Create builder:
Tutorals - Creating a database application: WEF8.0 |
| Install and explore SQL sample |
This SQL sample can be used with a Cloudscape database, which is available as a free download as documented with the sample.
Creating a SQL service
Creating an SOA based application using a relational database in WebSphere Portlet Factory
|
| Install and explore Domino samples and articles |
The Domino sample and article includes a sample database, and shows how to implement full create, read, update, delete (CRUD) functionality using a service provider/consumer architecture.
Creating a Domino Service
Also see this presentation about integrating Domino data.
Integrating IBM Lotus Domino into Your Portlets with IBM WebSphere Portlet Factory
This tutorial shows a number of techniques for accessing Domino, but it doesn't utilize a "best practices" service provider/consumer architecture, using the Domino Collaboration builders.
Using Domino collaboration builders
|
| Install and explore SAP sample |
This SAP sample works with most SAP systems, since it uses "flights" data that ships as a sample with SAP.
Creating an SAP service
This tutorial shows how to create an application that uses a new database table:http://www-10.lotus.com/ldd/pfwiki.nsf/dx/Tutorial_Creating_a_database_application_wef8 |
| Install and explore web service sample |
This sample includes a web service provider and a consumer.
Using and creating WSDL-based web services |
| Install and explore REST service samples and articles |
This sample uses a publicly-available REST service from IBM.
Using the REST Service Call builder
This sample shows how to access Lotus Connections using REST services.
Lotus Connections Integration Samples
These samples and articles show how to access Lotus Quickr content using REST services.
Creating a Lotus Quickr Service Using the REST Service Call builder
Accessing IBM Lotus Quickr REST services using IBM WebSphere Portlet Factory
Integrating IBM Lotus Quickr with IBM WebSphere Portal using IBM WebSphere Portlet Factory
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| Learn key concepts and interface definitions for the Data Services layer |
Chapter 4 of the Portal Application Development Using WebSphere Portlet Factory Redbook provides an overview of the Data Services capabilities of WebSphere Portlet Factory, and continues with the definition of the service interface as the first step in the creation of the Data Services layer. Chapter 5 continues the discussion and provides implementation details for a custom data service, SQL Data service, Domino data service, and a data service to access an external web service.
Chapter 4. Data Services: Overview and interface definition
Chapter 5. Creating data services: Access to back-end systems |
| PeopleSoft and Siebel samples |
The PeopleSoft or Siebel feature set, which you can optionally install in WebSphere Portlet Factory, includes samples. The samples utilize an approach that combines user interface and data access functions in a single builder. We would recommend using a service provider/consumer model architecture rather than the single-model approach used in the samples. Note also that the interfaces used in the samples may not be available on all servers.
This Siebel sample shows how to access information from Siebel using a provider/consumer architecture, which is the best practice approach for data integration: IBM - Creating a Siebel Service
|
| BPM and Process Server builders |
Use builders to integrate human tasks from IBM BPM and WebSphere Process Server.
The Unified Task List Developer Pack includes builders for access human tasks that are defined with WebSphere Integration Developer and deployed on WebSphere Process Server. These builders can be used to create custom task lists and task processing forms that work with WebSphere Process Server tasks. For more information:
Unified Task List Developer Pack
Unified Task List
|
Enhancing and customizing the user interface
Skills:
- Build a user interface for list and details, create/read/update/delete (CRUD)
- Control formatting and validation
- Add builders to customize page elements
- Create custom page layouts
| Activity |
Recommended content |
| Many features in the product support the easy creation of your Application's UI. |
See Creating Your Application's UI |
| See OrdersServiceConsumer model in product |
Included with the product install, add the Samples & Tutorials / Applications feature to your project. This model includes full CRUD capability using a sample service provider model. |
| Review chapter 7 of the Redbook |
Chapter 7 of the Portal Application Development Using WebSphere Portlet Factory Redbook provides techniques for designing a user interface.
Chapter 7. Creating portlets: Designing the UI |
| See sample and article on validation and formatting |
Page Automation, Formatting, Translation and Validation
NOTE: this article has not yet been updated to reflect the new formatting functionality in Portlet Factory 7.0, in particular the Data Field Settings builder |
| Explore Rich Data Definition sample |
See the samples/datapage/RichDataDefinition model for a sample of controlling form and display elements in an automated way. |
| Learn to use "theme" support |
Web Experience Factory includes powerful new capabilities for controlling the look and style of an application in a very centralized way.
Themes and user interface control
Working with themes
|
| Explore using a custom layout page |
This article help you create a custom layout for an entire page of data, or for part of a page.
Custom Page Layout with IBM WebSphere Portlet Factory |
| Learn to use other page builders |
To learn about the rich set of builders available for adding and controlling page elements, explore the Selecting builders for common tasks section of the Getting Started Guide. The builders discussed in this section of the guide handle tasks from adding buttons and links to implementing Ajax and Dojo functionality.
Getting started with Web Expereince Factory V8.0.0 |
| Explore sample showing multi-language support |
This sample and article shows how to build a portlet for localization, using profiling and the Localized Resource builder:
Localizing portlets |
Developing for mobile and smartphone devices
Skills:
- Develop applications for smartphone devices that have a native-looking UI and access phone features such as geolocation
- Build multi-channel applications that leverage Portlet Factory's dynamic profiling to render to multiple devices from a single source model
| Activity |
Read whitepaper and install and explore samples |
| Install and explore samples of mobile web applications |
This article and sample show key techniques for smartphone and multi-channel applications
Developing Web Applications for Smartphones and Tablets |
| View presentation on smartphone development from 2010 conference |
These slides from the 2010 Portal Excellence Conference describe techniques for developing smartphone and mobile applications.
Portal Excellence Conference |
| View mobile web application demos and slides, and download samples |
Smartphone and mobile page.
Smartphone and Mobile page |
Ajax and Rich UI Techniques
Skills:
- Add drag and drop capability
- Use popup tooltips
- Support partial page refreshes
- Build great-looking interactive applications that leverage Dojo, Ajax, and rich UI.
| Activity |
Recommended content |
| Install and explore the latest sample of using Dojo, Ajax, and rich UI techniques |
See how to use IBM WebSphere Portlet Factory to create applications with interesting and colorful, customized User Interfaces.
Rich Web User Interface Sample |
| Learn to use AJAX with WebSphere Portlet Factory |
This article and accompanying sample shows you how to use the Ajax-related features.
Using Ajax techniques |
| Explore Ajax/Dojo samples |
See how to use the Dojo-related features.
Dojo Extension sample
See how to use the Ajax Type-Ahead builder in conjunction with a data service (such as a SQL Call builder) to obtain a limited set of type ahead suggestions.
Ajax Type-Ahead sample using database filtering
See how to use Dojo to implement drag-and-drop, inline editing, and tooltips in your applications.
Dojo Extension sample
See how to manually apply the Dojo rich text editor to a field on a page and how to create a custom builder that automates the use of a Dojo widget. (Note that the Dojo rich text editor is relevant for versions prior to 6.1.5, since 6.1.5 has an out-of-the-box rich text editor builder.)
Dojo Rich Text Editor sample
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Working with profiling and portlet customization
Skills:
- Enable portlet customization by business users and administrators
- Use Edit and Configure modes in Portal, with automatic or customized user interface
- Create different application variations for different user groups or roles
| Activity |
Recommended content |
| Profiling portlets tutorial |
This tutorial shows how to implement Edit and Configure modes in Portal, and it shows how to have different variations associated with different Portal groups.
Profiling portlets tutorial |
| Learn more about profiling |
Chapter 9 of the Portal Application Development Using WebSphere Portlet Factory Redbook provides a definition of profiling, conceptual information, a sample, and best practices.
Chapter 9. Customizing the application using profiling |
| Download and run sample of profiling to groups |
This tutorial show you how to implement the WebSphere Portlet Factory's profile selection handler WPS Group Segment Handler on an IBM WebSphere Portal 6.0.1 or higher.
Using the WPS Group Segment Handler |
| Explore samples for profiling and portlet customization |
In the WebSphere Portlet Factory wiki contains samples and articles about techniques that you can adapt for your applications.
Profiling and runtime customization |
Enabling portlet communication
Skills:
- Use Property Broker and WebSphere Portlet Factory events
- Use shared variables
- Use client-side events
| Activity |
Recommended content |
| Learn about inter-portlet communication |
This article with the accompanying sample shows you how to use WebSphere Portlet Factory to implement inter-portlet communication including Click-to-Action, Property Broker, Portlet Factory events, and shared variables.
Using inter-portlet communication |
| Learn about the different types of portlet communication |
Chapter 8 of the Portal Application Development Using WebSphere Portlet Factory Redbook provides an overview of the different types of inter-portlet communication and best practices.
Chapter 8. Enabling portlet communication |
| Download and run samples of client-side-events |
The Ajax sample pack includes client-side-events samples.
Ajax samples |
Working with XML and Java
Skills:
- Create schemas
- Transform data
- Incorporate hand-edited Java classes and libraries
| Activity |
Recommended content |
| Creating an XSD schema for an XML variable |
This wiki article detail technique that may be useful if you're not familiar with creating schemas.
Building a Schema for an Xml Variable |
| Learn about WPF XML APIs |
Also refer to the Javadoc for com.bowstreet.util.IXml and com.bowstreet.util.XmlUtil in the WebSphere Portlet Factory Designer help.
Using Portlet Factory’s IXml and XmlUtil Interfaces |
| Explore techniques for transforming data |
Information about transforming date with Serive Operation, hand-coded XML, and possibly Transform builders coming soon. |
| Learn to incorporate hand-edited Java |
Information about Linked Java Objects, including converting from Method to LJO, classpath coming soon. |
| Leveraging existing Java beans |
This is a sample uses he Java/XML Converter builder to handle the conversion between Java and IXml, and to generate a schema for the Bean structure.
Creating a service provider from Java Beans |
| Take advantage of the Web Services and XML Schema forum |
This forum is for developer questions and discussions around use of XML Schema and Web Services.
IBM WebSphere Portlet Factory - Web Services and XML Schema |
Deploying applications
Skills:
- Build and deploy WAR files for test and production
| Activity |
Recommended content |
| Review chapter 11 of the Redbook |
Chapter 11 of the Portal Application Development Using WebSphere Portlet Factory Redbook describes the production deployment of the portlet WAR generated either from the WebSphere Portlet Factory Designer or using ANT scripts.
Chapter 11. Production deployment |
Understanding application architecture
Skills:
- Building portlets from multiple models
- Understanding WebSphere Portlet Factory architecture
Debugging your Web Experience Factory Applicaiton
Skills
- Basic understanding of Web Experience Factory development.
- Basic understanding of logging and Java
| Activity |
Recommended content |
| Learn how to debug your Web Experience Factory application |
This is an article that goes over general debugging techniques within Web Experience Factory. There are also links to further information provided within the content.
Debugging your Web Experience Factory application |
Working with advanced features
Advanced profiling
Skills:
- Control application variation through a properties file
- Create a custom profile handler
| Activity |
Recommended content |
| Explore sample profile handler that gets values from a properties file |
This sample includes a profile values handler that reads values from a properties file. This can let you control any builder inputs for a project from a properties file. For example, you could use it to configure environment-specific values such as server names or data source names.
Profile management via properties file |
| Explore the profile selection handlers provided in the Portlet Factory product |
This section of the product documentation talks about the sample profile handlers provided in the product.
Profile selection handlers |
Working in a team development environment
Skills:
- Use a source code control system (CVS) with WebSphere Portlet Factory
- Create builds from automated or command line tools
Creating custom builders
Skills:
- Create builders to implement new design patterns
- Create builders that integrate new data sources
- Control a builder's design time interface
Designing for performance
Skills:
- Build applications with optimized performance and scalability
- Diagnose performance issues and hot spots
- Monitoring system performance
| Activity |
Recommended content |
| Read performance tips |
Learn more about best practices to improve performance and memory usage. This page collects some best practices for Portlet Factory related to performance and memory. This is not a comprehensive list, and most of the best practices for the underlying platforms – WebSphere Portal, J2EE and WebSphere Application Server, and Java – are also applicable for Portlet Factory applications.
Performance best practices |
| Explore system tracing and model action tracing |
Model action tracing provides a very quick and valuable way of looking at your application performance. Often you can use this feature to quickly determine which parts of an application are the slowest.
There are two ways to enable and view model action traces: (1) you can enable tracing via a property as described in the link below;
or (2) you can enable tracing from the Run Configuration dialog in Designer, which will then write traces to the system.out file.
This feature lets you see all the actions that take place during server requests to a model. It shows the sequence of operations, such as calls to methods and page display, with elapsed time for each. This is most useful for looking at application behavior for a single user during testing. See the link below for information on interpreting the traces.
Techniques to enhance WebSphere Portlet Factory application performance
|
| Review key server statistics |
Learn how to analyze the performance of your IBM® WebSphere® Portlet Factory application.
Server statistics and performance analysis |
Key resources
| Activity |
Recommended content |
| Getting started with WebSphere Portlet Factory |
This document gives an introduction and overview to building applications with WebSphere Portlet Factory. |
| WebSphere Portlet Factory wiki |
This wiki is a rich and up-to-date resource for all things related to working with WebSphere Portlet Factory. It includes samples, articles, best practice documents, FAQs, and links to other resources. |
| Forums on developerWorks |
These forums are a great place to ask a question if you get stuck, or to search for solutions. They are closely monitored by the WebSphere Portlet Factory team, so you will usually get a prompt reply. |
| Training courses |
There are a few Portlet Factory training classes offered by IBM, such as the popular "WebSphere Portlet Factory Top Gun Application Development" class. |
| Factory 8.0 Information Center |
The product help includes a complete reference for builders and other product features. |
| Best practices for model development |
Provides best practices, tips, and suggestions from the IBM® WebSphere® Portlet Factory development team for developers who are either currently using or are expecting to use WebSphere Portlet Factory. |
| Portal Application Development Using WebSphere Portlet Factory |
This Redbook provides an in-depth look at all aspects of WebSphere Portlet Factory development, using a comprehensive example based on a fictitious company. |
Rapid Portlet Development with WebSphere Portlet Factory
Buy it on Amazon
Read it on Safari Books Online |
This book provides an introduction to using WPF, with a step-by-step guide and numerous tips. |
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