IBM COLLABORATIVE PORTAL 2.2.1 User Manual
IBM Solutions Builder Express Portfolio
Collaborative Portal
Implementation Guide
Version 2.2.1
Windows
Note
Before using this information and the product it supports, read the information in Appendix. Notices.
If you are not an IBM Business Partner, you are only authorized to use these materials for your internal
use and for the sole purpose of evaluating products and services from IBM and the IBM Business Partner.
You may not make the materials available to any third party.
Fourth Edition (April 2007)
Copyright International Business Machines Corporation 2006, 2007. All rights reserved.
US Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM Corp.
ii Collaborative Portal: Implementation Guide
Preface
How to Use Starting Point Assets
This set of solution enablement materials provides a starting point that helps you develop and deploy a
solution for a particular type of customer problem. It provides a framework around which you can build
similar solutions that meet your customer's unique needs.
Comments Welcome
Your comments are important to us. Please send your feedback about this and other IBM Solutions
Builder starting points directly to us at sbuilder@us.ibm.com
iii Collaborative Portal: Implementation Guide
Legend
Used to identify worksheets, sample code, or other reusable files that are
provided with this specific solution.
Used to identify areas where there is more than one implementation option
for the solution.
Used to identify tasks or places that require special attention.
Used to identify websites referenced in this solution.
Used to identify IBM Redbooks referenced in this solution.
What's New in Version 2.2.1 of this Solution Starting Point
Version 2.2.1 of Collaborative Portal refreshes the IBM WebSphere Portal Express software to the latest
version, V6.0. The new release of the Portal Express product package contains the IBM WebSphere
Portal Express V6.0 server, which is at the same level as IBM WebSphere Portal Server V6.0.0.1. This
product package includes:
● IBM WebSphere Portal Express Server V6.0
● IBM WebSphere Application Server Network Deployment V6.0.2.15
● IBM DB2 Express Edition V9.1.0
● IBM Tivoli Directory Server v6.0
● IBM Lotus Component Designer V6.0
● IBM Lotus Sametime Connect V7.5
● IBM Lotus Domino Server V7.0.1
Installation and use of components of IBM WebSphere Portal Express V6.0 is governed by its license. For
details and allowable configuration and restrictions, refer to the IBM License Information Document for
Program Number 5724-E77 located at: http://www-
03.ibm.com/software/sla/sladb.nsf/lilookup/C782A24DA04F76130025727300574146?opendocument&li_s
elect=C8DC73AEEB7FBD2B0025727300574107.
Contributors
Collaborative Portal was produced by members of the IBM Solutions Builder Express Portfolio team with
the assistance of the following specialists:
Business Partners
Luiz Otavio Schmitt is a senior Technical Architect and helps design IT solutions for De dalus Systems, a
MainLine partner, and IBM Premier Business Partner. He has 7 years of experience in the hardwa re and
software fields mainly providing Sun Microsystems' solutions for small and medium business. Prior to
joining Dedalus Systems, Luiz led efforts associated with telecommunication market solutions at Sun
Microsystems. He has a Bachelor of Systems Analysis degree and is working towards a Master's degree
in e-Learning.
Via Bulatao is a Technical Consultant with Summa Technologies in Pittsburgh, PA. She specializes in
J2EE application development and WebSphere products, focusing on WebSphere Portal. Before Summa,
iv Collaborative Portal: Implementation Guide
she was with IBM Global Services in the Philippines for four years. There, she worked in the
telecommunications and construction industries, serving as technical support for the Customer Care &
Billing System and as a technical analyst for Ariba Buyer. She holds a bachelor's degree in Compute r
Science from the University of the Philippines, as well as a master's degree in Electronic Commerce from
Carnegie Mellon University in Pittsburgh.
Jose Carlos Ramos is a Technical Manager in a premier Spanish Business Partner: Aitana SBS
(www.aitanasbs.com). He has a Masters degree in Telecommunication Engineering and a Masters
degree in Business Administration. Jose Carlos has worked as a proj ect manager on several projects
using the Start Now program. He has also trained technical professionals and executive s at the university
level. He is currently doing research on the impact of Intranets and knowledge management in SMB
companies for his PhD.
IBM Services
Shankara Naraynan is a Senior IT Specialist for ibm.com Information Planning and Operations in
Atlanta, Georgia. He has over seven years of extensive experience architecting collaborative solutions
using Domino, Java, and Web technologies. He holds a Bachelors Deg ree in Electronics and
Communication Engineering and is a Certified Lotus Professional Administrator and Develop er, a Sun
Certified Java Programmer, and a Sun Certified Web Components Developer for J2EE and MCSE.
Larissa Schoeffing is an IT Specialist at IBM Germany. She has several years of experience at the
WebSphere Innovation Center Stuttgart enabling IBM Business Partners for WebSphere Portal projects.
She holds a diploma in Information Technology from the University of Cooperative Education Stuttgart.
Prerequisites
There are no prerequisite Solution Starting Points.
However, this Solution Starting Point assumes that the customer already has e-mail and directory
systems in their environment.
Related Solutions
The following additional solutions can be used to enhance this solution:
● Process Integration - This Solution Starting Point illustrates how to integrate multiple applications
using a sample business process. This sample show s a parts requisition process that can be
customized for other business processes. The focus is on the approach with the samples
provided so a working prototype can be created quickly. Although parts requisition is the process
used in the sample, the samples can be used to develop a solution for other business processes.
v Collaborative Portal: Implementation Guide
Contents
Collaborative Portal Implementation Guide ..............................................................................i
Preface........................................................................................................................................iii
How to Use Starting Point Assets .................................................................................................................................iii
Legend..........................................................................................................................................................................iv
What's New in Version 2.2.1 of this Solution Starting Point ..........................................................................................iv
Contributors ..................................................................................................................................................................iv
Prerequisites..................................................................................................................................................................v
Related Solutions...........................................................................................................................................................v
Chapter 1. Prepare for Implementation.....................................................................................1
Development Environment Architecture.........................................................................................................................2
Development Tools........................................................................................................................................................3
Required Materials Checklist .........................................................................................................................................5
Preparing the Systems...................................................................................................................................................8
Chapter 2. Install and Configure Essential Solution Software .............................................12
Task Summary.............................................................................................................................................................12
Install IBM WebSphere Portal Express........................................................................................................................13
Set up the Domino Directory Server.............................................................................................................................17
Install the Notes and Administrator Clients ..................................................................................................................21
Configure the Domino Domain.....................................................................................................................................23
Install the Sametime Connect Server in the Domino Domain ......................................................................................29
Set up the IBM Lotus Sametime Connect....................................................................................................................31
Configure Domino Web Access for Instant Messaging................................................................................................34
Configure IBM WebSphere Portal Express Server to Use Domino Directory...............................................................36
Enable Collaborative Components...............................................................................................................................41
Configure Lotus Collaborative Components.................................................................................................................44
Chapter 3. Create Demo Users ................................................................................................48
Chapter 4. Using the Solution..................................................................................................50
Notes for a Customer Demonstration...........................................................................................................................50
Preparing for the Demonstration..................................................................................................................................50
Entering the Portal .......................................................................................................................................................51
Collaboration Scenario.................................................................................................................................................52
Chapter 5. Customize the Solution .........................................................................................54
Creating New Themes .................................................................................................................................................54
Create New Skins ........................................................................................................................................................56
Appendix. Notices.....................................................................................................................58
Trademarks..................................................................................................................................................................59
vi Collaborative Portal: Implementation Guide
Chapter 1. Prepare for Implementation
This section helps you understand and execute steps that should be performed prior to starting the
implementation.
Specifically, this solution illustrates how to design and implement a collaborative portal solution. Portals
are websites targeted at specific audiences and communities, providing content, collaboration, and
services, as well as applications access, for target audiences delivered in a customized manner. The
implementation steps described in Chapter 2. Install and Configure Essential Solution Software
12 can be used as a starting point for building your own customized portal, or simply as an illustration for
demonstration or learning purposes.
The primary focus of this solution is to install IBM WebSphere Portal Express with collaborative
components on the Portal Server. Chapter 2. Install and Configure Essential Solution Software
12 outlines other deployment scenarios including installing a base portal without the collaborative
components.
The paths for following variations are identified for you throughout.
on page
on page
Understanding the Implementation
The instructions in this Solution Starting Point explain how to set up the complete solution - that is, no
assumptions of existing e-mail servers, Web servers, database servers, etc. are made. If you are
installing this solution in your customer's environment, you may not need to install all of these items. This
Solution Starting Point explains how to perform the following:
● Installing a base IBM WebSphere Portal Express Server, where the portal server, supporting IBM
WebSphere Application Server, and HTTP server are combined on one system.
● Installing the two backend application servers that will be used to demonstrate this solution.
These include:
○ A Lotus
(R)
Domino
(R)
server for e-mail and applications, also to be used as the Lightweight
Directory Access Protocol (LDAP) directory server in this example. This Domino server also
acts as the master server for the secondary Domino servers in the domain. Even though the
Domino product is included in IBM WebSphere Portal Express V6.0, using Domino in the way
described here requires an additional license. See What's New in Version 2.2.1 of this
Solution Starting Point on page iv for more information.
○ A Lotus Domino server for IBM Lotus Sametime Connect
● Integrating the portal server with the external LDAP directory to enable the collaborative features.
● Configuring the portal interface, and the installation and configuration of portlets. A portlet is the
basic building block of a portal. The term refers to an application that provides access to
applications, Web-based content or other services. Portlets usually display their contents in a
small window-like box within the portal framework. Similar to a window in a PC desktop, each
portlet owns a portion of the browser or personal digital assistant (PDA) screen where it displays
results.
This portal solution does not require a database server, but your customer could choose to use one
for data storage. IBM DB2 Express Edition is included as part of IBM WebSphere Portal Express V6.0; it
is used as the underlying database for the Portal Server and not as a generic relational database.
For more information about integrating Lotus Domino with IBM Lotus Sametime Connect, see the IBM
Redbook Lotus Domino 6.5.1 and Extended Products Integration Guide, SG24-6357-00. Redbooks
(TM)
(R)
are available at:
1 Collaborative Portal: Implementation Guide
www.ibm.com/redbooks
Development Environment Architecture
The following diagram depicts the systems and applications that are described in this Solution Starting
Point.
Figure 1. Development Environment Architecture
Server Naming Conventions
In this Solution Starting Point, servers are referred to by product name, function, DNS host name and
Domino domain name, depending on context. In order to avoid confusion and maintain consistency, use
Table 1
below to map the nodes (machines) defined above to the following names.
Table 1. Server Naming Conventions
Machine and Server Name DNS Host Name Domino Server Name
Portal Server
Directory Server
Sametime Connect Server
portal.mynetwork.com
n/a
directory.mynetwork.com directory/mycompany
sametime.mynetwork.com sametime/mycompany
The DNS and Domino domains are samples only. You need to use host names and DNS domain
determined by your TCP/IP network. You may choose any Domino domain name you wish when you
install the first Domino Server. The Domino Server name consists of the server hostname and the Domi no
domain name. For example, if your Directory Server is called svrp01.ca.acme.com and your Domino
domain is acmedomain, then the Domino host name would be srvp01/acmedomain.
2 Collaborative Portal: Implementation Guide
Development Tools
It is recommended to use the IBM Lotus Component Designer V6 (formerly IBM Workplace Designer) or
IBM WebSphere Portlet Factory for developing portlets to use with IBM WebSphere Portal Express V6.0.
IBM Lotus Component Designer V6 ships with IBM WebSphere Portal Express V6.0 and is an innovative,
easy-to-use, standards-based development tool that script developers, Microsoft Visual Basic developers,
IBM Lotus Domino application designers, and others can use to create components for IBM WebSphere
Portal Express V6.0. Supporting a service-oriented architecture (SOA), Lotus Component Designer is
ideal for composite application development and for extending existing applications with collaborative
components.
IBM Lotus Component Designer V6 is a software development tool that helps a broad set of developers in
small to medium businesses to quickly develop line-of-business applications for IBM WebSphere Portal
Express V6.0 without writing code. It is built on the Eclipse 3.2 platform, developers can build
applications, integrate new technology and support Web 2.0 concepts more quickly and effectively.
It can be used to:
● Quickly build applications such as expense reports, project management, document approvals or
change requests, or collaboration tools such as blogs and discussion boards. An easy-to-use,
familiar software development tool for IBM Lotus Domino and Microsoft Visual Basic developers.
● More easily bring together people, applications and business processes to support specific job
functions through Composite Application development.
● Quickly create situational applications that serve short-term business needs, or extend existing
applications with collaborative components
Lotus Component Designer includes the following features:
● Intuitive design paradigm: A form designer to create the presentation layer of the component.
Forms allow entry, display, and processing of information through fields, views, buttons, and other
user interface controls.
● Full programming support: Events to support programming capabilities that include button
onClick, field onChange, form onSubmit, and other events to support the event-driven
programming model.
● Powerful script capabilities: Scripting with JavaScript and JavaScript interfaces to built-in
functions. Script editor with syntax coloring and code assist features to speed development.
There is also a complete API available that makes it easy to access documents.
● Productivity enhancers: Pre-built actions that can be added to a form for performing specific
commands.
● Visual tools palette: Widget palette that allows the developer to drag and drop controls onto the
form.
● Quick to get up and running: Easy deployment options are available for component testing and
production scenarios.
For more information on Lotus Component Designer V6, visit:
http://www.ibm.com/developerworks/workplace/products/designer/
IBM WebSphere Portlet Factory (separately licensed) features two components:
● IBM WebSphere Portlet Factory Designer (The "Designer" component is an Eclipse-based
development tool.)
● CPU-based and licensed WebSphere Portlet Factory (the runtime )
3 Collaborative Portal: Implementation Guide
It complements WebSphere Portal with tools and technology to rapidly create, customize, maintain, and
deploy portlets. WebSphere Portlet Factory's ease of use and advanced development features
dramatically streamline the entire portlet development process. This acts to speed WebSphere Portal
deployments and increase ROI. The Portlet Factory runtime component is included with IBM WebSphe re
Portal Express V6.0; therefore, portlets created with Portal Factory Designer can be deployed without
requiring an additional license. IBM PartnerWorld members may have access to WebSphere Portlet
Factory Designer free of charge. Logon to IBM PartnerWorld (http://www.ibm.com/partnerworld
) for more
information.
Some benefits are:
● Speeds IBM WebSphere Portal deployments by automating portlet development for faster timeto-value
● Enables developers of any skill level to construct, change, deploy, and maintain custom portlets
● Creates a SOA entry point for companies by delivering SOA-based portal applications
● Provides pre-built integrations for existing applications such as Lotus Notes and Domino, SAP,
PeopleSoft, Siebel, Databases, and Web Services
● Acts as a foundation for IBM Lotus ActiveInsight
IBM WebSphere Portlet Factory includes the following features:
● Builders provide reusable components in the IBM WebSphere Portlet Factory Designer that
developers employ to automate and speed portlet development and deployment
● Dynamic Profiling enables on demand delivery of portlet variations without writing additional
custom code
For more information on WebSphere Portlet Factory, visit:
http://www.ibm.com/software/genservers/portletfactory/
Important Note Regarding Terms and Conditions of IBM WebSphere Portal Express V6.0 License
IBM WebSphere Portal Express V6.0 is available in two licensing options: Authorized User License
Option and Processor Value Unit License Option. Each Authorized User License Option entitles the
customer to install a single copy of IBM WebSphere Portal Express for use by twenty (20) authorized
portal users. The customer must acquire a sufficient number of User License Option licenses to provide
an entitlement for use for each Portal authorized user who accesses IBM WebSphere Portal Express. For
example, if you wish to provide fifty (50) individuals with access to IBM WebSphere Portal Express, you
must acquire three (3) User License Option licenses which provide portal use for up to sixty (60)
individuals. You may not install copies of the program representing more than 50 Authorized User License
Options on one server. This means there cannot be more than 1000 autho rized users on one server. The
Processor License Option entitles you to install and use one (1) copy of the program on one (1) server.
You must acquire a Processor License for all the processor cores on a server on whi ch you ha ve installed
a copy of the program.
The IBM WebSphere Portal Express V6.0 program is licensed as a multi-package and includes other
products distributed with the Program. You are authorized to install and use such other IBM Programs
only in association with Your licensed use of the Program. Consult the License Information Document for
IBM WebSphere Portal Express for additional restrictions and the official terms and conditions of the
license. It can be found at:
http://www.ibm.com/software/sla, then searching on program/part number 5724-E77.
4 Collaborative Portal: Implementation Guide
Required Materials Checklist
The following is a list of the items you need to gather to complete the task of installing and configuring the
solution:
Table 2. Required Materials Checklist
Category
Hardware
Server machines:
Development client machine (optional)
Software
IBM WebSphere Portal Express V6.0
Adobe Acrobat Reader, to view online publications (www.adobe.com)
Item
● Portal Server
● Domino Mail and Directory Server
● Sametime Connect Server
Note: For more information about these servers, refer to the Solution
Architecture section of the Overview Guide.
Operating system software (see the Product Recommendations section
of the Overview Guide)
An application to unzip files (for example, WinZip located at
www.winzip.com
Product-related documentation that you need to refer to during
installation and configuration includes the following:
● IBM WebSphere Portal Express Information Center for V6.05.0.2,
Release Notes, Hardware and Software Requirements and
Installation Readmes for V6.0 (available from
http://www.software.ibm.com/wsdd/zones/portal/proddoc.html)
) that provides the facility to unzip a .war file
Other
All required licenses for the products you are installing
All required IP addresses
Download IBM WebSphere Portal Express Software
Space Requirements
● 3.1 GB of disk space is needed to store the full set of required downloadable parts, plus 1 GB of
disk space to unpack the images
● 4 GB of disk space is needed to install the product and 1.5 GB (minimum) of disk space in the
tmp directory to run the installation program
To download the files from the PartnerWorld for Software site, you can perform the following steps to get
the required software.:
1. Log into
2. Navigate to the Software Download site and accept the license agreement.
3. Use the Find by Search Text options to find IBM WebSphere Portal Express V6.0.
5 Collaborative Portal: Implementation Guide
http://www.ibm.com/partnerworld with your user name and password.
4. Download the following required files, and the applicable optional files:
Table 3. Required files for IBM WebSphere Portal Express
Product Name and description Filename
IBM WebSphere Portal Express V6.0 Quick Start Guide
IBM WebSphere Portal Express Quick Start and Server
C97Q2ML
C97Q3ML
Install, V6.0 (W, IL, I - Setup)
IBM WebSphere Application Server Network Deployment
C97Q4ML
for Windows, V6.0.2.15 (W-1)
IBM DB2 UDB, Express Edition for Windows, V9.1.0 (W-2)
IBM WebSphere Portal Express (Disc 1 of 2), V6.0 (W-3,
C97Q5ML
C97Q6ML
IL-3, I-3)
IBM WebSphere Portal Express (Disc 2 of 2), V6.0 (W-4,
C97Q7ML
IL-4, I-4)
IBM WebSphere Portal Express (Disc 2 of 2), V6.0 (W-4,
C97Q7ML
IL-4, I-4)
IBM WebSphere Portal Express, V6.0 (W-5, IL-5, I-5)
IBM Lotus Sametime 7.5 Windows Server Multilingual
IBM Lotus Sametime 7.5 Server Cumulative Fix Pack 1 for
C97Q8ML
C90MQML
C96M1ML
Windows Multilingual
IBM Lotus Domino Server 7.0.1 for Windows 2000, 2003
C88R6NA
English
IBM Lotus Notes, Designer, Admin Clients 7.0.1 for
C88RDNA
Windows 2000 and XP Professional English
Note:
The Admin Client is required. If you require a
language other than English, see Table 4
below.
You may also need the following optional files (several languages listed below):
Table 4. Optional files
Product Name and description Filename
IBM Lotus Component Designer V6.0 for Windows
C96YUML
Multilingual Quick Start Guide
IBM Lotus Component Designer V6.0 Runtime for
C97N5ML
Windows Multilingual
IBM Lotus Component Designer V6.0 Tool for Windows
C97N6ML
Multilingual
WebSphere Portal V6.0 and Workplace Web Content
C93LXML
Management V6.0 - IBM Tivoli Directory Server for
Windows Multilingual
WebSphere Portal V6.0 and Workplace Web Content
C93LYML
Management V6.0 - IBM Tivoli Directory Server Fixpack
for Windows Multilingual
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990BP
2000/2003 and i5/OS Brazilian Portuguese
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990DE
2000/2003 and i5/OS German
6 Collaborative Portal: Implementation Guide
Table 4. Optional files
Product Name and description Filename
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990ES
2000/2003 and i5/OS Spanish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990FR
2000/2003 and i5/OS French
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990IT
2000/2003 and i5/OS Italian
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89UVDA
2000/2003 and i5/OS Danish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89UVFI
2000/2003 and i5/OS Finnish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89UVNL
2000/2003 and i5/OS Dutch
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89UVNO
2000/2003 and i5/OS Norwegian
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89UVSV
2000/2003 and i5/OS Swedish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6CS
2000/2003 and i5/OS Czech
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6EL
2000/2003 and i5/OS Greek
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6HU
2000/2003 and i5/OS Hungarian
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6PL
2000/2003 and i5/OS Polish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6PT
2000/2003 and i5/OS Portuguese
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6RU
2000/2003 and i5/OS Russian
IBM Lotus Domino 7.0.1 Language Pack for Windows
C89V6TR
2000/2003 and i5/OS Turkish
IBM Lotus Domino 7.0.1 Language Pack for Windows
C90TJJA
2000/2003 and i5/OS Japanese
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990KO
2000/2003 and i5/OS Korean
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990SC
2000/2003 and i5/OS Simplified Chinese
IBM Lotus Domino 7.0.1 Language Pack for Windows
C8990TC
2000/2003 and i5/OS Traditional Chinese
For details on choosing and setting up the installation source, review the information in the product
Information Center here:
http://publib.boulder.ibm.com/infocenter/wpdoc/v6r0/topic/com.ibm.wp.exp.doc/wpf/inst_source.html
For additional information on the installation process, review the information on the product Information
Center here:
7 Collaborative Portal: Implementation Guide
http://publib.boulder.ibm.com/infocenter/wpdoc/v6r0/topic/com.ibm.wp.exp.doc/wpf/inst_exp_prod.ht
ml
If you choose to install a non-collaborative portal without the instant messaging or other IBM Lotus
Domino based products, you may choose to use IBM WebSphere Portal Express by itself. The solution
example and solution use cases provided in this Solution Starting Point and additional Industry
Supplements require a collaborative portal and do not work in a portal-only environment.
Software Topology
IBM WebSphere Portal Express installs and runs as an application server on the WebSphere Application
Server platform. For each installation of portal, an installation of IBM WebSphere Application Server is
required, and both the portal and WebSphere Application Server installations must reside on the same
machine. Installing multiple portals on a single WebSphere Application Server profile is not supported.
Hypertext Transfer Protocol (HTTP) is used as the transport protocol for portal requests. By default, IBM
WebSphere Portal Express uses the internal HTTP transport within WebSphere Application Server to
handle these requests. You can optionally configure an external Web server, such as IBM HTTP Server,
to work with IBM WebSphere Portal Express.
Because portal administration and configuration are dependent on IBM WebSphere Application Server,
you might have to use the administrative tools that are provided with IBM WebSphere Application Server
to monitor or control activities that are related to the portal. Additionally, if you configure an external Web
server for use with the portal, you might need to use the Web server interface to administer portal-related
activities. A database subsystem is required for IBM WebSphere Portal Express. DB2 is the default
database provided with the product to store information about configuration, access control, user
identities, credentials, and permissions for accessing portal resources and user data.
Additionally, IBM WebSphere Portal Express and IBM WebSphere Application Server require access to a
user registry. The following list provides different sources that the portal can use to access a user registry:
● Lightweight Directory Access Protocol (LDAP) directory, such as IBM Tivoli Directory Server or
Domino Directory
● Database user registry
● Customer supplied custom user registry
IBM WebSphere Portal Express uses a database as the default user registry for authentication. You can
configure IBM WebSphere Portal Express to use an LDAP directory to store user information and to
authenticate users.
Portlets are key to the portal experience, and IBM WebSphere Portal Express has built-in portlets that
interface with tooling that extends portal functionality. The Lotus Domino and Extended Products servers IBM Lotus Domino and IBM Lotus Sametime Connect - are used with IBM WebSphere Portal Express to
support collaborative features in the provided Domino and Extended Products Portlets (formerly Lotus
Collaboration Center portlets). Portlets are also provided to integrate with extended search capabilities.
For each installation of IBM Lotus Sametime Connect or Lotus Domino Document Manager, an
underlying installation of Lotus Domino is required on the same machine.
Preparing the Systems
Preparing the systems for this Solution Starting Point involves:
● Installing and configuring the operating system
● Establishing system IDs
8 Collaborative Portal: Implementation Guide
Server Information Worksheet
Install the operating systems on all the required servers. Use the following table to record your
values. A separate spreadsheet of this table is packaged with this Solution Starting Point.
Table 5. Server Information Worksheet
System Parameter Portal Server Directory Server
Administrator-level ID
1
Administrator-level ID
<your choice> <your choice> <your choice>
<your choice> <your choice> <your choice>
password
Hardware Model
Hardware Serial
Number
Contact name and
organization of the
owner of this server
Microsoft network
computer name
Microsoft windows
workgroup/domain
name
Primary & secondary
DNS
TCP/IP Address
Numerical IP address
of the default gateway /
router for this machine
TCP/IP fully Qualified
Host Name
TCP/IP sub-net mask
of the network of which
this server is a member
Sametime Connect
Server
Note:
● System user with administrative rights, usually other than "Administrator" and commonly referred
to as a "superuser". Often configured with special user rights for the purpose of executing
specific server tasks.
Installing the Operating System
This section describes the components that should be configured before you begin the solution
installation and the key installation parameters for the server. The detailed installation steps are not
described here, but you can follow the configuration information below as a guide during installation.
IMPORTANT: The portal collaborative functions only work properly if the time differentials (date,
time and time zone) between the IBM Lotus Sametime Connect system are within the session timeout
value specified in the Directory Server (the Domino LDAP server). For testing or demonstration
9 Collaborative Portal: Implementation Guide
purposes, you may want to set all servers to the same time zone, and the same time and date. You need
to adjust the session timeout value for the Domino directory server to accommodate requirements from
your customer.
A Domino directory is a collection of user and resource information, such as user names, user IDs,
passwords, server names and information used by software programs for lookup and authentication.
Each domain has a Domino Directory that is the control and administration center for the Domino Servers
in the domain. Also called the Public Address Book (names.nsf), the Domino Directory contains both a
Server document for each server and a Person document for each user. Additionally, you can create
Group documents to establish relationships among servers and users for mailin g and security purposes,
and create Connection documents to schedule replication and mail routing among servers.
For additional details on how to set up the server on which you install IBM WebSphere Portal Express
Server, refer to the Preparing your Operating System section of the IBM WebSphere
Information Center and follow the documentation provided under the respective operating system header
(Windows
(R)
or Linux
(R)
). In the Information Center, from the left frame select Installing -> WebSphere
(R)
Portal - Express
Portal -> Preparing your operating system to navigate to this section.
If you want to establish a portal on a platform that is not described in this Solution Starting Point, refer to
the Information Center for details.
Windows Installation Parameters
When you install Windows, you should follow these recommendations:
Table 6. Windows Installation Parameters
Item
Portal Server Configuration
Values
Domino Server Configuration
Values
Server type Standalone Standalone
File system NTFS NTFS
Protocols TCP/IP TCP/IP
SMTP mail Do not install Do not install
Network configuration Static IP address
Fully qualified hostname
Web browser
Microsoft Internet Explorer 6.0 with
Static IP address
Fully-qualified hostname
Service Pack 1
Note:
Ensure that the first eight characters of all computer names and database names are unique on the
network. Ensure the user IDs are unique in each domain.
Create User IDs
The following operating system User IDs need to be created.
Table 7. User IDs
Parameter Suggested Value Your Value
Portal Express Server
ID: wpsadmin
Administrator
Portal Express Server Administrator ID
To install IBM WebSphere Portal Express, you must log on to Windows with a locally defined user ID that
has administrative access to the system. In this solution, the user ID wpsadmin is used for this purpose.
10 Collaborative Portal: Implementation Guide
1. On the system that will be used as the portal server, create a Windows user ID and make this
user a member of the Administrators group to provide it with administrative rights.
2. Assign the following user rights to the user account:
● Act as part of the operating system
● Log on as a service
User rights are maintained with the Local Security Policy tool. To view or modify the user rights:
1. Navigate through the Start menu to the Administrator tools menu, and then to the local security
policy option.
2. Double-click on the local policies and then double-click the user rights assignment.
3. Double-click on the user right you are interested in. The Local Security Policy Setting window
for the user right is displayed, listing the users who have been granted the user right.
During the Portal installation, you can select to run IBM WebSphere Application Server and IBM HTTP
Server as services, and then you must provide the system logon user ID and password. This user ID must
have the rights noted above.
Note the following if you intend to run IBM WebSphere Application Server and IBM HTTP Server as
services:
● The user ID you provide must already exist prior to the portal installation.
● If the user ID does not have the required privileges, then a reboot is required during the
installation to update the ID with the required privileges.
● Because a single user ID and password is used, the portal installation does not allow you to
create separate user accounts for these services.
11 Collaborative Portal: Implementation Guide
Chapter 2. Install and Configure Essential Solution Software
This section describes how to install and configure the products required to implement this solution.
Task Summary
Perform the tasks as listed in the table below in the order listed and on the machine identified. A
separate spreadsheet of this table is packaged with this Solution Starting Point for your use. To ensure
each task is completed, you may want to print out this table and use it as a checklist.
Table 8. Task Checklist
Machine Name
Portal Server Install IBM WebSphere Portal Express on page 13
Directory Server
Sametime Connect Server
Set up the Domino Directory Server on page 17
Install the Notes and Administrator Clients
Directory Server Configure the Domino Domain on page 23
Sametime Connect Server
Set up the IBM Lotus Sametime Connect
Task
on page 21
Install the Sametime Connect Server in the Domino Domain
on page 29
on page 31
Directory Server
Directory Server
Portal Server
Configure Domino Web Access for Instant Messaging
page 34
Configure IBM WebSphere Portal Express Server to Use
Domino Directory
on page 36
on
Enable Collaborative Components on page 41 Portal Server
Configure Lotus Collaborative Components
on page 44
If you are interested in installing just IBM WebSphere Portal Express without the collaborative functions of
portal, the install procedure can be simplified to the below tasks.
Table 9. Task Checklist
Machine Name
Task
Portal Server Install IBM WebSphere Portal Express on page 13
The solution example and solution use cases provided in this Solution Starting Point require a
collaborative portal and do not work in a portal-only environment.
The next topics provide details about the activities you will need to perform to implement the solution. It is
recommended that you look ahead at the installation and configuration tasks to identify any information
you may need to ask the customer prior to starting the implementation.
12 Collaborative Portal: Implementation Guide
Install IBM WebSphere Portal Express
Perform this task on the Portal Server.
This section is a guide for the installation of IBM WebSphere Portal Express. Detailed installation steps
are located in the Information Center provided on the setup CD. IBM WebSphere Portal Express is
installed on the Portal Server.
For more information, see the main product website at:
http://www.ibm.com/software/genservers/portalexpress
Information Center Prerequisites
The Information Center requires a browser that supports the following:
● HTML 4
● Cascading style sheets
(TM)
applets
(TM)
(R)
Internet Explorer 6 or higher.
● JavaScript
● Java
Examples of such browsers are Microsoft
It is recommended that JavaScript be enabled in the browser. If you use a different or earlier version of a
browser, your pages may format differently and some functions may not work correctly. Also, the
Information Center uses Java applets for search and the collapsible table of contents. Not all browsers
support these applets. Therefore, there is an alternate HTML-based table of contents that you can use if
you have trouble with the Java-based table of contents.
Some browsers that do not provide a Java Virtual Machine (JVM) by default may require that you install a
JVM to use any Java based code such as J a vaScript or Java applets. Refer to support for your browser
for more information.
Before You Begin
Prerequisites
The following prerequisites must be satisfied prior to installing the Portal Server:
● Install the appropriate operating system.
See the section Installing -> Supported hardware and software -> Software requirements ->
Required on the portal machine: a supported operating system in the WebSphere Portal
Information Center (available on the IBM WebSphere Portal Express setup CD) to see which
operating systems are supported.
● The WebSphere Portal Information Center also provides a set of tasks that must be performed to
ensure that your machine is ready for installation. To see this list, navigate to Installing ->
WebSphere Portal -> Preparing your operating system -> Linux/Windows.
Special Considerations
Consider the following before installing IBM WebSphere Portal Express:
● View the section of the Information Center under Planning for Deployment -> Supported
hardware and software for WebSphere Portal Express v6.0, for details on which operating
systems and fix pack levels are supported.
13 Collaborative Portal: Implementation Guide
● IBM WebSphere Portal Express requires IBM WebSphere Application Server in order to function.
In this Solution Starting Point, it is assumed that IBM WebSphere Application Server is not
already present in the network, and therefore it is installed with the portal software.
For more information, in the Information Center for IBM WebSphere Portal Express, navigate to Installing
-> Installing on Windows and Linux and read the sections on the various installation choices for the
IBM WebSphere Application Server for more special considerations.
Installation Options
Both a silent installation and a manual installation are documented here; you can choose which
type of installation you want to follow. A silent installation is when a product is installed using a response
file. The response file is a text file that can be customized with setup and configuration data that will
automate the software installations. The setup and configuration data normally have to be entered during
a manual installation, but with a response file, the installation can proceed without any intervention.
IBM WebSphere Portal Express supports a silent installation procedure. If you would prefer the manual
installation, proceed to Manual Installation
to the Silent Installation
on page 15.
below. If you would like to perform a silent installation, proceed
Manual Installation
In this section you are installing IBM WebSphere Portal Express with a new instance of IBM WebSphere
Application Server. This installation also includes IBM HTTP Server and uses the graphical installation
program. For more information, detailed installation steps are located in the documentation that is
provided with the IBM WebSphere Portal Express product.
1. Log on with an administrative ID such as the
2. Insert the IBM WebSphere Portal Express setup CD into the CD drive, or open the root directory
of the downloaded CD image. The installation program should start automatically. If it does not,
then from the root directory of the CD, run the setup.exe file from a Windows command prompt.
3. The Welcome window opens.
For additional information, visit the IBM WebSphere Portal Express website. Select Quick Start
from the left navigation pane and then select IBM WebSphere Portal Express product
information on the right pane to open the WebSphere Portal and Workplace Web Content
Management web page. From the Use and Maintain tab, select Product documentation and
from under the Version 6.0 tab, Information Center section, select view to launch the product
Information Center.
Use the Information Center instructions for reference as necessary during the installation
procedure.
4. Select Install and then Start Installation to launch the installation wizard for Windows.
5. Select the language.
6. On the WebSphere Portal Express Version 6.0 Installation window, read and accept the
license agreement.
7. Use Table 10
If desired, use this table to record information you provide during the installation for later
reference. A separate spreadsheet of this table is packaged with this Solution Starting Point.
below as you proceed through the installation to input data during the process.
IBM WebSphere Application Server Administrator.
Table 10. IBM WebSphere Portal Express Installation Parameters
System Parameter Suggested Value Your Value
14 Collaborative Portal: Implementation Guide
Loading...