Front cover Architecting Portal Solutionsal Solutions

508 Pages·2004·6.78 MB·English

Front cover

Architecting
Portaall SSoolluuttiioonnss
Positioning portals as an integral part of
e-business on demand
Using IBM best practices to
architect portal solutions
Extending portal solutions
with IBM Business Partners
Anup Chandran
Driss Moutayakine
Terry Ulmer
Manoj Pal
Mahesh Dodani
Gary Craig
Rob Cutlip
Rob Rowe
Dawn R.H. Smith
ibm.com/redbooks

International Technical Support Organization
Architecting Portal Solutions
December 2003
SG24-7011-00
Note: Before using this information and the product it supports, read the information in
“Notices” on pagevii.
First Edition (December 2003)
This edition applies to Version 5 of IBM WebSphere Portal, Application Server, Commerce, and
Studio.
© Copyright International Business Machines Corporation 2003. All rights reserved.
Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM Corp.
Contents
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
The team that wrote this redbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Part 1. A best practice guide to architecting portal solutions . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1. Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1 On demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2 Portals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.3 Patterns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Chapter 2. Portal solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
2.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
2.1.1 What is a portal?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
2.1.2 Types of portals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
2.1.3 A brief history of portals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
2.1.4 Functional aspects of a portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
2.1.5 Technical aspects of a portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
2.2 Architecting portal solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
2.2.1 Deriving value from portal solutions . . . . . . . . . . . . . . . . . . . . . . . . . 50
2.2.2 Portal solution best practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
2.2.3 Steps for building a successful portal solution . . . . . . . . . . . . . . . . . 57
2.3 Portals and e-business on demand. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
2.3.1 What is an e-business on demand? . . . . . . . . . . . . . . . . . . . . . . . . . 58
2.3.2 Building the on demand operating environment . . . . . . . . . . . . . . . . 59
2.3.3 The evolution of e-business on demand. . . . . . . . . . . . . . . . . . . . . . 59
2.3.4 How portals can lead to an e-business on demand . . . . . . . . . . . . . 61
2.3.5 Portals in an on demand operating environment . . . . . . . . . . . . . . . 62
2.4 Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Chapter 3. A recommended approach to architecting portal solutions. . 65
3.1 Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
3.2 Execute. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
3.2.1 Step 1: Develop solution requirements. . . . . . . . . . . . . . . . . . . . . . . 84
3.2.2 Step 2: Develop the logical design . . . . . . . . . . . . . . . . . . . . . . . . . . 97
© Copyright IBM Corp. 2003. All rights reserved. iii
3.2.3 Step 3: Develop the physical solution. . . . . . . . . . . . . . . . . . . . . . . 142
3.3 Implement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Chapter 4. Architecting On Demand Workplace solutions . . . . . . . . . . . 167
4.1 Retail case study introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
4.1.1 Company background. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
4.1.2 Core functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
4.2 Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
4.2.1 Business requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
4.2.2 IT requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
4.3 Execute (develop solution requirements) . . . . . . . . . . . . . . . . . . . . . . . . 170
4.4 Execute (develop the logical design). . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
4.4.1 Transition to AOD (logical nodes). . . . . . . . . . . . . . . . . . . . . . . . . . 185
4.5 Execute (develop the physical design) . . . . . . . . . . . . . . . . . . . . . . . . . . 190
4.6 Reflection on ODW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
4.6.1 ODW generic use cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Part 2. Extending portal solutions with IBM Business Partners . . . . . . . . . . . . . . . . . . . 199
Chapter 5. Galaxia and the On Demand Workplace. . . . . . . . . . . . . . . . . 201
5.1 Galaxia solutions for the industrial sector . . . . . . . . . . . . . . . . . . . . . . . . 202
5.1.1 Galaxia and ePCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
5.1.2 Industry overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
5.1.3 Vehicle development process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
5.1.4 Key business drivers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
5.1.5 Key infrastructure and IT drivers. . . . . . . . . . . . . . . . . . . . . . . . . . . 210
5.2 The solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
5.2.1 Requirement summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
5.2.2 Generic use cases for the solution . . . . . . . . . . . . . . . . . . . . . . . . . 213
5.2.3 Solution Overview Diagram and identification of patterns. . . . . . . . 216
5.2.4 Identification of Application patterns. . . . . . . . . . . . . . . . . . . . . . . . 218
5.2.5 Applying the delta Runtime patterns to the Portal composite runtime
pattern. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
5.2.6 Product mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
5.2.7 On Demand Workplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
5.3 The Galaxia demo scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
5.3.1 Steps in a typical ECR process. . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
5.3.2 Product mapping for the scenario. . . . . . . . . . . . . . . . . . . . . . . . . . 232
5.3.3 Interactions between various applications in the scenario . . . . . . . 235
5.3.4 ECR process scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
5.4 Galaxia ePCM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
5.4.1 ePCM product overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
5.4.2 Templates for engineering processes. . . . . . . . . . . . . . . . . . . . . . . 245
5.4.3 Templates for the Work Management and Task Allocation process246
iv Architecting Portal Solutions
5.4.4 Template for order processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
5.4.5 Workflow federation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
5.4.6 Other ePCM features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
5.4.7 ePCM architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
5.5 Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Part 3. Appendixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Appendix A. e-business on demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
A.1 e-business on demand: A developer's roadmap. . . . . . . . . . . . . . . . . . . 260
A.2 Resource center: e-business on demand. . . . . . . . . . . . . . . . . . . . . . . . 271
A.2.1 Open standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
A.2.2 Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
A.2.3 Virtualization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
A.2.4 Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Appendix B. Using WebSphere Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
B.1 WebSphere Portal architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
B.1.1 Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
B.1.2 Content and search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
B.1.3 Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
B.1.4 Personalizing the portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
B.1.5 Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
B.1.6 Collaboration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
B.1.7 Related products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
B.1.8 Application integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
B.1.9 Mobile portals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
B.2 Developer information roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
B.2.1 Basic skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
B.2.2 Installation/configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
B.2.3 Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
B.2.4 Developing portlets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
B.3 What’s new with Version 5.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
B.3.1 New features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
B.3.2 Installation improvements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
B.3.3 Improvements for administering and designing WebSphere Portal 418
B.3.4 Removed features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
B.3.5 Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
B.3.6 Available with WebSphere Portal Extend. . . . . . . . . . . . . . . . . . . . 423
B.3.7 Supplementary products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Contents v
Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
How to get IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434
Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434
Abbreviations and acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
vi Architecting Portal Solutions
Notices
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© Copyright IBM Corp. 2003. All rights reserved. vii
Trademarks
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^™ eServer™ Rational Rose®
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viii Architecting Portal Solutions