IBM Websphere Portal 8: Web Experience Factory and the Cloud电子书

IBM WebSphere Portal 8: Web Experience Factory and the Cloud

Table of Contents

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

Index