Integrating WCM with Personalization and Connections via CMIS

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1 An IBM Proof of Technology Integrating WCM with Personalization and Connections via CMIS Lab Exercises

2 An IBM Proof of Technology Catalog Number Copyright IBM Corporation, 2012 US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents LAB 1 APPENDIX A APPENDIX B APPENDIX C OVERVIEW...4 DURATION...4 INTEGRATING CONTENT FROM IBM CONNECTIONS USING CMIS REGISTER THE CONNECTIONS SERVER ACCESS CONNECTIONS FILES (START STEPS HERE) CREATE PERSONALIZATION RULE AND COMPONENT SHOW CONTENT USING CMIS, AND PERSONALIZATION...22 TROUBLESHOOTING...31 NOTICES...32 TRADEMARKS AND COPYRIGHTS...34 Social Business STEW Page 3

4 Overview In this lab you will integrate content from IBM Connections into WCM content pages through the federated documents feature. The federated documents feature enables you to insert links to content that resides in a remote content repository. You can now insert links to documents from repositories that support Content Management Interoperability Services 1.0 (CMIS 1.0).The federated documents feature can acquire metadata from remote systems that support the following methods: Document Services remote interfaces, as supported by Lotus Quickr, DB2 Content Manager, and FileNet Content Manager Content Management Interoperability Services 1.0 (CMIS 1.0) ATOM feeds The CMIS specification aims to standardize a Web services interface specification that will enable greater interoperability of Enterprise Content Management (ECM) systems. The CMIS specification provides a Web services interface that: Is language-agnostic (REST and SOAP are implemented in many languages) Decouples web service and content. So CMIS can be used to access a historic document repository. One use case scenario for CMIS is Federated Repositories. This is where an application talks to many different repositories while presenting a singular interface to the user. In WCM Duration You should be able to complete this lab in approximately minutes. IMPORTANT This lab is dependent on the Nested Navigator lab for the libray that gets completed with that lab. If you follow just the steps to create the library from the Nested Navigator lab, this lab will work. Page 4 Integrating WCM with Personalization and Connections via CMIS

5 Lab 1 Integrating Content from IBM Connections Using CMIS To demonstrate the new support for CMIS in WCM, you will create a personalization rule which will retrieve all of the files in an IBM Connections files folder. You will create a personalization component which references the personalization rule. IBM Connections files enable you to share content with other people. You can use files to: Upload files and share them with others. Tag files so that they're easy to find. Add recommendations and comments. Reduce inbox "bloat." Files provide a convenient way to share documents, spreadsheets, presentations, and other types of files with people without the need to send large files through Register the Connections Server Before you can access documents on remote servers, you must first register the remote server with the WebSphere Portal server. This includes specifying the authentication method and location of the server. This step is typically done by the administrator (not end-users). NOTE: IN ORDER TO SAVE TIME, THIS SETUP/CONFIGURATION HAS BEEN DONE FOR YOU. THESE STEPS ARE LISTED HERE FOR YOUR REFERENCE. PLEASE REVIEW AND THEN PROCEED TO THE NEXT SECTION. 1. Using a web browser, go to and login as wpadmin (password is passw0rd). There will be a link on the toolbar for it. 2. Click Resources-->Resource Environment-->Resource Environment Providers. Social Business STEW Page 5

documents.connections1.type : CMIS : wp.federated.documents.connections1.url : https://connections.ibm.

6 3. Locate WP FederatedDocumentsService and click on it. 4. Under the Additional Properties section, click on Custom Properties. 5. Add the following three properties. Note that the names/values ARE CASE-SENSITIVE. Name Value Name Value Name Value : wp.federated.documents.connections1.type : CMIS : wp.federated.documents.connections1.url : : wp.federated.documents.connections1.title.default : IBM Connections Files Page 6 Integrating WCM with Personalization and Connections via CMIS

These property values define the server name, url location, and protocol used for communication. Note that additional servers can be defined by changing the suffix (i.e. wp.federated.documents.

However, for the purposes of this lab, single signon using LTPA tokens has been configured. For further details, see the Integrating IBM Connections files chapter of the WebSphere Portal InfoCenter.

7 These property values define the server name, url location, and protocol used for communication. Note that additional servers can be defined by changing the suffix (i.e. wp.federated.documents.connections3.url and wp.federated.documents.connection3.url ). Additional properties can be defined to store user credentials in the portal credential vault. However, for the purposes of this lab, single signon using LTPA tokens has been configured. For further details, see the Integrating IBM Connections files chapter of the WebSphere Portal InfoCenter. 6. Because communication with the IBM Connections Server is performed over HTTPS, the Connections Server SSL certificate must be imported to set up a trust association. This is accomplished by completing the steps below: a. b. c. d. e. f. Navigate to Security-->SSL certificate and key management-->key stores and certificates. Navigate to NodeDefaultTrustStore --> Signer certificates. Click the Retrieve from port button. Enter connectionsww.demos.ibm.com as the hostname, 9444 as the port, and connections as the alias/name. Click the Retrieve signer information button. Click OK and then Save to save the imported SSL certificate. 7. Click the Logout link located in the top right corner of the window. Social Business STEW Page 7

1.2 Access Connections Files (Start steps here) In this section, you will learn how users can insert links to files stored in a CMIS Repository, such as IBM Connections Files.

Although outside the objective of this lab, it is important to note that by uploading files into Connections, you can easily share with others in your network, in a community, and get feedback before

8 1.2 Access Connections Files (Start steps here) In this section, you will learn how users can insert links to files stored in a CMIS Repository, such as IBM Connections Files. There are other repositories that can be used like IBM Filenet and IBM Lotus Quickr Complete the following steps to populate IBM Connections with conference related files. Although outside the objective of this lab, it is important to note that by uploading files into Connections, you can easily share with others in your network, in a community, and get feedback before making them available on the external site. Using a web browser, go to and login as wpadmin (password is passw0rd). NOTE: You will have to start the Connections image used for the STEW. 3. Click the Upload a File button, located in the top right corner of the window. 4. Navigate to your lab files directory (/root/desktop/lab Files/vCMIS) and select the ConferenceInfo.pdf file. Enter ConferenceInfo as the name, and enter conference info as the tag values. Choose the share with the Public and then click the Upload button. Page 8 Integrating WCM with Personalization and Connections via CMIS

9 5. Click the Upload a File button once again. Browse to your lab files directory and select the ConferenceSchedule.pdf file. Enter ConferenceSchedule as the name, and enter conference schedule as the tag values. Choose the share with the Public and then click the Upload button. To make the list more interesting, add your own files to the folder. There are additional files you can upload in the /root/desktop/lab Files/CMIS directory. There is a link to the Lab Files directory on the desktop. 6. Verify that the conference related files appears in your file listing. (Note that you may have other files there, from other labs.) Select a file and view the metadata contents and optionally examine the document. 1.3 Create Personalization Rule and Component We will create a Personalization rule to select these documents and create a Personalization component in Web Content Manager to use within content. Social Business STEW Page 9

Portal Personalization will help the federated documents feature to retrieve metadata about documents stored in external content management systems or document repositories, such as IBM Lotus Quickr,

You can use a personalization component in IBM Web Content Manager to display metadata from federated documents and to create links that can be used to download or open the documents. 1.3.

10 Portal Personalization will help the federated documents feature to retrieve metadata about documents stored in external content management systems or document repositories, such as IBM Lotus Quickr, IBM DB2 Content Manager, or IBM FileNet Content Manager, and IBM Connections. You can use a personalization component in IBM Web Content Manager to display metadata from federated documents and to create links that can be used to download or open the documents Create the Personalization rule This rule will select the documents posted in Connections. 1. To navigate back to WCM type in in your browser window. With Single-Signon working, it should get you right into the Portal Login using wpadmin for the userid and passw0rd for the password. Click on Applications->Personalization->Business Rules. 4. Click New->Rule. CMIS 5. Name the Rule CMIS PZN Rule. Page 10 Integrating WCM with Personalization and Connections via CMIS

11 6. Click on the Web Content link in the Select statement and choose Federated Documents. 7. Click the > next to value. Scroll through the popup dialog box until you see Select Document Folder. Social Business STEW Page 11

8. The next dialog box displays the option to select from a pre-configured server or you can type in the URL for a content server. You can also select the authentication method.

12 8. The next dialog box displays the option to select from a pre-configured server or you can type in the URL for a content server. You can also select the authentication method. Choose the IBM Connections Files option and click Next. 9. At the beginning of this lab, we outlined the steps to register the IBM Connections server with the WebSphere Portal server. This included specifying the authentication method and location of the server. This is why you see IBM Connections listed as a predefined server in the dialog box. Take the default selections in the Select a Folder dialog box and click the Next button. Page 12 Integrating WCM with Personalization and Connections via CMIS

13 10. Expand wpadmin and select My Files. Click Finish. 11. The result should look like the screen shot below Click Save. Click the Preview tab. The files stored in the Articles folder on IBM Connections should display. Social Business STEW Page 13

2 Create Personalization Component Using the Web Content Manager Authoring Portlet, we will create

14 Now that you know the rule works correctly, you will reference this rule in a personalization component in WCM Create Personalization Component Using the Web Content Manager Authoring Portlet, we will create the component. We will be using the library created in the previous lab. 14. Click on Content->Web Content Management. Page 14 Integrating WCM with Personalization and Connections via CMIS

15 15. Click New->Component->Personalization. 16. Type CMIS PZN Component in the Name and Display Title fields. 17. Click Location twistie and Select the Nested Navigator library. Social Business STEW Page 15

16 18. Click the Search button in the Personalization Element section. Select the CMIS PZN Rule. Click OK. Page 16 Integrating WCM with Personalization and Connections via CMIS

17 19. Your result should look like this: In the Header section add: <h2>ibm Connections Files for Article</h2> <ul> Design for each menu search result:<atarget Social Business STEW Page 17

Footer </ul> 23. 24. Click Save. (Do not click Save and Close) 25. Click Preview.

18 <h4> <a target="_blank" href=" [AttributeResource attributename="contentlink" separator=","]"> [AttributeResource attributename="title" separator=","] </a> </h4> 22. Footer </ul> Click Save. (Do not click Save and Close) 25. Click Preview. Select Articles as the Site Area and Click OK. Page 18 Integrating WCM with Personalization and Connections via CMIS

The Preview window should look like this: 1.3.

19 The Preview window should look like this: Include component in Presentation template We will include a reference to this component in the Article Presentation Template. 26. In the Nested Navigator library, select the Presentation Templates view. 27. Select Article Presentation template and click Edit. 28. Place your cursor just below this line in the Presentation Markup field. Social Business STEW Page 19

[Element context="current" type="content" key="body"] 29. Click Insert a Tag button. 30. 31. Select a tag type: to be Component.

20 [Element context="current" type="content" key="body"] 29. Click Insert a Tag button Select a tag type: to be Component. Click the Select a library component button. Select the CMIS PZN Component. 32. Click OK. Page 20 Integrating WCM with Personalization and Connections via CMIS

21 33. A new tag statement is inserted which references the personalization component. 34. Save and Close Presentation Template. Social Business STEW Page 21

1.4 Show content using CMIS, and Personalization This far, we have used Personalization to get a a list of files coming from IBM Connections. We are using the CMIS protocol to link to a set of files.

22 1.4 Show content using CMIS, and Personalization This far, we have used Personalization to get a a list of files coming from IBM Connections. We are using the CMIS protocol to link to a set of files. We will use the CMIS protocol in this section directly from the Rich Text Editor. We will post the content on a web page. 1. In the Library, select New > Content > Select from all Content Templates. 2. Make sure you are in the Nested Navigator library and select Article Authoring Templates and click OK. Page 22 Integrating WCM with Personalization and Connections via CMIS

23 3. Add Conference Information in the Name and Display title fields. 4. Add the following text in the rich text field and press enter to add a blank line after the text. Conference Info and Conference Schedule are available as downloadable documents. 5. Add a link to the ConferenceInfo.pdf document stored in IBM Connections by completing the following steps: a. From the rich text editor, highlight the words Conference Info and click on the Insert Link to Remote Document toolbar icon, as shown in the figure below: b. Select IBM Connections Files as the predefined server and click Next. Social Business STEW Page 23

24 c. Navigate to the wpadmin-->my Files folder on the left, select the ConferenceInfo.pdf document, and then click Finish. Page 24 Integrating WCM with Personalization and Connections via CMIS

d. Observe that the Conference Info words within the rich text editor now

pdf document stored in IBM Connections by completing the similar steps as above.

below, and then click the Save and Close button. 8.

25 d. Observe that the Conference Info words within the rich text editor now appears as a link Add a link to the ConferenceSchedule.pdf document stored in IBM Connections by completing the similar steps as above. Verify that your rich text editor now has two links, as shown in the figure below, and then click the Save and Close button. 8. Click on the CTC Demo Link at the top of your screen. 9. You will be placed on the CTC Demo Home page. Social Business STEW Page 25

Drag the portlet right after the first portlet on the CTC Demo Home page. 13.

26 10. Click on Edit Mode. 11. Click on the Content tab. Search for web content. Select the Web Content Viewer (JSR 286). 12. Drag the portlet right after the first portlet on the CTC Demo Home page. 13. You should see the following display on your screen. Click the Save link. Page 26 Integrating WCM with Personalization and Connections via CMIS

27 14. Click on the Arrow in the upper right hand corner of the portlet and select Edit Shared Settings. 15. Select Content Type: Content Item. Content Behavior: Select content and path. Social Business STEW Page 27

28 16. Click the Edit link. 17. Click on Recent Items > Conference Information and then OK. 18. Click OK in the Edit Shared Settings dialog. Page 28 Integrating WCM with Personalization and Connections via CMIS

29 19. Click on the View Mode link Your result should look like this. In this lab, you learned about integrating content repositories using the CMIS standard. As you experienced, WCM includes multiple approaches to including content from other content repositories. The two we illustrated in this lab were using a personalization rule referenced in a personalization component. We referenced this personalization component in a presentation template. This component displayed all the content in the My Files folder in IBM Connections. Social Business STEW Page 29

30 The other method you tried was to create a link to content in the rich text editor. This allowed you to include links to specific files within IBM Connections. Without the addition of the CMIS standard in Portal and WCM 8, it would be much more difficult to integrate content from other repositories into WCM. You can use these techniques to help integrate documents into the context of a we4b content page. Lab is complete. Page 30 Integrating WCM with Personalization and Connections via CMIS

31 Appendix A Troubleshooting Include this section IF APPLICABLE. Remove this section if you do not need it subsequent appendices will automatically renumber. Additional appendices if applicable: Appendix B FAQs Appendix C Sources Appendix Page 31

32 Appendix B Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: IBM World Trade Asia Corporation Licensing 2-31 Roppongi 3-chome, Minato-ku Tokyo , Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON- INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Page _TEC_workbook_TEMPLATE.ott

33 Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. All references to fictitious companies or individuals are used for illustration purposes only. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. Appendix Page 33

34 Appendix C Trademarks and copyrights The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both: IBM AIX CICS ClearCase ClearQuest Cloudscape Cube Views DB2 developerworks DRDA IMS IMS/ESA Informix Lotus Lotus Workflow MQSeries OmniFind Rational Redbooks Red Brick RequisitePro System i System z Tivoli WebSphere Workplace System p Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce. Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. ITIL is a registered trademark, and a registered community trademark of The Minister for the Cabinet Office, and is registered in the U.S. Patent and Trademark Office. UNIX is a registered trademark of The Open Group in the United States and other countries. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, other countries, or both and is used under license therefrom. Linear Tape-Open, LTO, the LTO Logo, Ultrium, and the Ultrium logo are trademarks of HP, IBM Corp. and Quantum in the U.S. and other countries. Page _TEC_workbook_TEMPLATE.ott

35 NOTES

36 NOTES

38 Copyright IBM Corporation 2012 The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. This information is based on current IBM product plans and strategy, which are subject to change by IBM without notice. Product release dates and/or capabilities referenced in these materials may change at any time at IBM s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, and ibm.com are trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at Copyright and trademark information at

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