IBM WebSphere Portal 8: Web Experience Factory and the Cloud by Camargo, Chelis -- Read -- Imperial Library of Trantor

Index

IBM WebSphere Portal 8: Web Experience Factory and the Cloud

IBM WebSphere Portal 8: Web Experience Factory and the Cloud Credits Foreword About the Authors About the Reviewers www.PacktPub.com

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Preface

What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support

Downloading the example code Errata Piracy Questions

1. Portal Assessment

IBM WebSphere Portal (WP), IBM Web Experience Factory (WEF), and the cloud SaaS/IaaS/PaaS cloud engagement models Getting started—case study

Step 1 — background, objective, and approach Step 2 — business need and portal alignment:

Business value alignment Business drivers and current state

Current state, future state, and a road map

Current state — pain points and how portal capabilities can fill the gap

Step 3 — A "Day-in-the-Life" demonstration Step 4 — the financial case Step 5 — recommendations and next steps — POV

Cloud use cases applied

Cloud approach with IBM enterprise SmartCloud — initial high-level tasks Cloud approach with Amazon Elastic Compute Cloud (EC2) — initial high-level tasks

Portal and Cloudonomics sense Summary

2. Portal Governance: Adopting the Mantra of Business Performance through IT Execution

Social and technical evolution Five steps to governance

Establish a sense of urgency

A2Z Bullion Bank action

Create the guiding coalition

A2Z Bullion Bank action

Develop a vision strategy

A2Z Bullion Bank action

Communicate the changed vision

A2Z Bullion Bank action

Empower broad-based action

A2Z Bullion Bank action

Portal governance — best practices

Formulate a portal governance committee

A2Z Bullion Bank action

Obtain Executive Sponsorship

A2Z Bullion Bank action

Establish a Portal Center of Excellence

A2Z Bullion Bank action

Develop governance effectiveness metrics

A2Z Bullion Bank action

Time to develop and release new portal artifacts — A2Z Bullion Bank action Adopt and adapt portal governance

A2Z Bullion Bank action

Adopting virtual portals — A2Z Bullion Bank action

Typical portal roles

Value interests Summary

3. Portal Requirements Engineering

The discipline of requirements and requirements as a discipline

List users, existing systems, and functional requirements Derive actors and use cases to create the use case model

Storyboard or wireframes

Inventory-large reusable assets Identify delta use cases Document nonfunctional requirements

Portal call center channel Portal self-service (core banking) channel Workload distribution

Validate requirements with the customer

Summary

4. Portal Architecture: Analysis and Design

Cloud architectural model Portal architectural decisions Information architecture — wireframes and storyboards

Portlet Portlet view Transition data POM and service design conceptual overview Service to data design overview — best practice artifacts

Enterprise reference architecture — simplifying complexity with DataPower and all handlers A2Z banking reference and portal application architecture A2Z call center reference and portal application architecture Cloud as the fabric for resilient architecture Architecting for nonfunctional requirements Summary

5. Portal Golden and Cloud Architecture

Reusable architecture assets and IBM Portal Accelerators

IBM Accelerators for IBM WebSphere Portal IBM Retail Banking Template for WebSphere Portal (v2.0) IBM Mobile Portal Accelerator IBM Dashboard Accelerator IBM Collaboration Accelerator IBM Content Accelerator Portlet Catalog and Lotus Greenhouse

Cloud execution environment and architectural model for cloud computing — IBM cloud reference architecture Highly available portal golden and SOA reference architecture Virtual portals, realms, and cluster partitioning Portal collaboration, pervasive, and voice runtime architectures Portal security architecture

Single Sign-On (SSO) — patterns

Portal architecture and performance modeling — cloud and traditional paradigms Portal operational model and workload analysis IBM lab tools — mainframe and distributed

IBM zCP3000 IBM Automatic Model Building using InferENCE (AMBIENCE)

Commercial solutions and tools — mainframe and distributed

CA HyPerformix BMC

Cloud capacity planning — IBM SmartCloud Monthly Cost Estimator Cloud capacity planning — Amazon Monthly Calculator Test architecture and test data governance

Architecture assessment and operational technical readiness review

Summary

6. Portal Build, Deployment, and Release Management

Portal build, deployment, and release management Best practices and Jazz-enabled staging Portal tools

XMLAccess ReleaseBuilder Site management tool Subsequent releases Release scenarios Portal scripting Manual steps prior to using ReleaseBuilder

WEF and WP environment — high-level release steps

Step 1 — Initial release — preparing the source environment Step 2 — building the release Step 3 — preparing the target environment Step 4 — importing the release Step 5 — post-transfer actions Building a portlet WAR for production

Excluding files from a published WAR

Using the .excludeFromServer file Global exclude across all projects Exclude on a project-by-project basis Using the **/nodeploy** directory

Publishing to the JSR 286 portal container

Portlet deployment

Checklist for portal artifacts Checklist for WEF-related JARs web.xml processing and templates web.xml template files The WEB-INF\web.xml file web.xml processing at project creation and publishing Other things that impact web.xml Themes and skins deployment

Portal resources management via policies Publishing to a remote AMI instance on the Amazon Cloud Cloud-enabled environment provisioning, deployment, and release management with IBM Workload Deployer Summary

7. Introduction to Web Experience Factory

What is Web Experience Factory? Key benefits of using Web Experience Factory for portlet development The development environment Key components of WEF — builders, models, and profiles

Builders

Simple and complex builders The face of builders Builder artifacts Inspecting content created by builders

Models

Modeling Code generation versus software automation

Profiles

Regeneration engine Creating a WEF project Creating your first Portlet Executing your portlet from the designer Deploying your portlet Summary

8. Service Layers

The Service Consumer and Service Provider patterns in WEF Service builders Creating a service model

Explaining the Service Definition builder inputs Creating sample data for the Service Provider model

Explanation about Simple Schema Generator builder inputs

Emulating the data retrieval Creating a service operation

Testing the Service Provider models Revisiting the Logical Operations Invoking the Service Provider model from the Service Consumer model Summary

9. Invoking Web Services

Portal projects leveraging web services The Web Service Call builder

General Request Parameters Request SOAP Header Service Information WS-Security Advanced

Web service inputs from other builders Sample model Data transformation and manipulation of service response The transform builders IXml Java interface Summary

10. Building the Application User Interface

Choosing the right builders to create the UI Understanding how WEF builds UI

Data-driven development approach

Modifying the content created by WEF

Modification through builders and the Design pane Modification through the HTML code

High-level and low-level builders Data Service User Interface builder

Creating a simple database Service Provider model Working with the Data Services User Interface builder

Data Services User Interface overview

General List Page Settings Settings for the Create and Update Page Page-to-Page Navigation Label Translation Settings

Building the Data Services User Interface sample model

General List Page Settings Settings for the Create and Update Page Page to Page Navigation Label Translation Settings Paging Table Update

Modifying the generated application

Design panel

Rich Data Definition builder Theme builder Modifier builders

Modify the base pages used by high-level builders

HTML Templates in WEF Summary

11. The Dojo Builders and Ajax

What is Dojo and Ajax

The problem The solution

The benefits of using Dojo and Ajax in portal development The Dojo and Ajax related builders Dojo Rich Text Editor sample

Creating the model Adding the builders Adding the variables Adding the Dojo builders Adding the Text builders Adding the processing section Testing the model Implementing Post-Action for partial page refresh

Dojo Tree builder sample

Client Event Handler

Summary

12. WEF Profiling

Profiling

Defining some WEF profiling terms Profile selection handler

Profile set editor

The Manage Profiles tab The Entries tab Select handler

Profiling sample Sample portlet — exposing profiles through the portal's Configure option

Creating a profile set Profile-enabling builder inputs Providing values to profile entries Testing profiling from the designer

Testing the sample portlet in the designer

The Portlet Adapter builder Creating a portal page Placing the portlet on the Sales page Exposing the individual values in portal

Role-based profiling

Building portlet for role-based profiling Profile set for role-based profiling WebSphere Portal configuration for role-based profiling Endless possibilities with profiling

Summary

13. Types of Models

One portlet, many models

Summary of the model types

Model types demystified

User interface models

The Rule of 50 The Portlet Adapter builder

Service models Imported models

Sample scenario for imported model

Base models Configuring imported models through profiling Model container Linked models

Summary

14. WEF and Mobile Web Applications

Mobile devices Desktop applications versus mobile web applications WEF handling of mobile web applications

Mobile web application sample A2Z web mobile strategy

Requirements Expected outcome

Multichannel web application sample

Adding variables to your application Adding pages to your application Adding profile set to your application Adding more builders to your application Testing your application Adding header and links Adding the Data Page and Data Layout builders to your application Testing the final version of your application Testing your application on an iPhone simulator Expanding the sample model

Summary

15. How to Implement a Successful Portal Project with WEF

Planning for success Required skills for developing a portlet with WEF

Difference between a portal project and a JEE project Successful WEF project requires experienced WEF developers Training and mentoring Hiring or contracting an experienced portal architect/WEF developer

Development environment

WebSphere Portal Server installation WebSphere Portal Server Community Edition — WAS CE Development IDE

WEF on Eclipse WEF on RAD

Source control with WEF Avoiding merging of model files

XMLAccess scripts Roles, permissions, access level

Authentication versus authorization Portal resources versus portlet resources Portlet resources and WEF

Development of POCs or prototypes

Benefits to the product management and business analysis teams Benefits to the portal architecture and development teams

WEF project folder structure

Folder structure for the servable content Folder structure for the nonservable content

Summary

16. Portlet and Portal Testing

Test strategy and plan Functional/nonfunctional test tools and automation

Functional Testing Automation Nonfunctional testing

Test environment and test data Overall test metrics

Response time Java Virtual Machine JDBC pool Thread pool Session size Elapsed time CPU Parallel Portlet Rendering Caching

Portal testing

Benchmarking portal — validating NFRs via load testing

Portlet testing — time to walk the walk WEF testing

Comparator Threshold Message flushImmediately

Security testing Performance anti-patterns Summary

Other references:

17. Portal and Portlet Performance Monitoring

Business and technology monitoring APM as a discipline — choose your weapons Portal server monitoring with ITCAM for WebSphere

Problem determination — memory diagnostics The Memory Leak Diagnosis view The Server view The Portal view Monitoring slowest portlets Monitoring contentions and locks Setting traps and alerts based on performance thresholds Code performance monitoring via Java profiling

PMI is your best friend Web analytics Cloud monitoring Green Data Center monitoring Summary

18. Portal Troubleshooting

Problem determination and troubleshooting Divide and conquer

Project lifecycle interdisciplines Use case Skills and tools level

IBM Support Assistant—general tools ISA for WebSphere Portal

DIR — Download, install, and run Choose Problem Type Enable Split-Second (if needed) View output and open case with IBM

Troubleshooting in WebSphere Application Server v8

Trace level — debug with ARM turned on

Splunk engine Summary

19. Portal, WEF, and Portlet Tuning

Tuning — strategy and knowledge Tuning lifecycle Tuning candidates and test cases

Bottleneck 1 — broker services — registration services — 7 seconds of response time results with a 4-second max goal to achieve Bottleneck 2 — broker services — lease rate services — tuning for response time Bottleneck 3 — call center services — softphone incoming call and live call portal — tuning for throughput

Performance tuning — a deep dive into WEF

Performance best practices Addressing memory consumption Size of result sets

Stateless services

Paging data Cache Control builder and caching strategy

Caching strategy

Performance-related log files

Model Actions log file Server Stats log file Session Size log file

Enabling session size tracing Analyzing the session size log file

Summary

20. Portal Post-production

A2Z Bank business and technical monitoring Measuring portal and cloud success Training users and support

Enabling impersonation

Summary

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