1. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. WP07 ITSO iSeries Technical Forum WebSphere Portal Express– Installation, Configuration and Maintenance on iSeries (2 of 2) Daniel Hill

2. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Objectives Explain the WebSphere Portal Version 5 configuration process Discuss the importance of several properties files Discuss the mechanics of using configuration scripts Discuss the use of configuration templates Discuss a typical Portal configuration tasks Discuss the Portal configuration wizard in the IBM Web Administration for iSeries tool Explain the configuration scenarios configured by the Portal configuration wizard

3. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Configuration Options Install and Configure Portal configuration wizard in Web Administration for iSeries Ant Configuration Scripts –WPSconfig.sh script –wpconfig.properties file

4. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. WP 5 Installation and Configuration - Split Process Installation Configuration Configuration separate from installation Helpful for: –Changing parameters without reinstall – OEM Support and custom configuration situations Able to configure without reinstalling Portal Handled by Ant tasks

5. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Ant (Another Neat Tool) - What is it? Java-based tool for creating automated builds –Configuration files are XML-based –Provides a large collection of ready-to-use tasks –Easily extended: Tasks are Java classes Similar to other build tools like make, gnumake, nmake and Jam, but: –Not shell-based (no shell commands) –XML syntax means less error-prone scripts (e.g.: no “Tab” delimiter problems) –OS independent Well suited for building Java applications WebSphere implementation is ws_ant –Provides WebSphere-specific tasks

6. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Configuration without Reinstall Modify Portal security mode Modify LDAP properties Configure an external HTTP server Configure Lotus Collaborative Components Deploy Document Management portlets Change runtime properties –Change Home page –Change Context root

7. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Configuring WebSphere Portal V5 All configuration done via configuration scripts –Invoke using scripting interface provided by the WebSphere Portal v5 –Use common properties file for use by the different tasks ( wpconfig.properties ) –Validation of properties done prior to execution of task –Some post-task validation done as well –Consists of Scenarios, Tasks, and Actions Scenarios are large sets of operations (e.g. basic Portal configuration) Tasks are individual operations that are documented for use Actions are lower level (often atomic) operations that are not documented and are invoked from tasks

8. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. WP 5 Configuration - Scenarios Scenario – tasks and actions grouped together to configure a Portal to a known specification. Example: –Basic-configuration for install

9. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Scenario - Example <!--

10. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. WP 5 Configuration - Tasks Task – group of actions, that contains a complete configuration step Examples: –Security configuration –Task1 = Action1 + Action2 + Action4 –Task2 = Action2 + Action3 + Action5 + Action6 Tasks always perform a pre- and post-condition check An administrator will execute tasks

11. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. These sets of actions and tasks comprise the task. Task Example - enable-security-ldap # ################################################################################## # Name: enable-security-ldap # # Description: Task to set WebSphere AppServer security to use the LDAP directory # # Usage: Invoked as part of the WPSconfig script file. # # Syntax: # WPSconfig.{bat | sh} enable-security-ldap # # Inputs: None # # Assumptions/Prerequisites: WebSphere AppServer must be running and # the WPS50 and WMM databases must be created and initialized. # Error conditions: # WebSphere AppServer is not running or a connection to the databases can not be # established ################################################################################### -->

12. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. WP 5 Configuration - Actions Action - single configuration step Examples: –Create WMM database –Create Portal database –Enable WAS global security –Set context root Include the configuration logic –Execute sh files –Execute wsadmin/sql scripts Actions are never run directly by the administartor –Only the combination of actions result in a valid configuration

13. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Action Example - action-secure-portal-ldap --> These are all Actions.

14. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Putting It All Together WPSconfig.sh wpconfig.properties WAS Configuration Properties Portal Configuration Properties LDAP Configuration Properties wpconfig.xml Targets loaded Tasks available External targets /config/action/validate.xml And other xml files Validate-ldap Task loaded into wpconfig.xml 1 2 3 4 5

15. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. wpconfig.properties Portal Configuration Properties File –Some machine-specific properties populated at install time WPS Host Name –Mechanism is supported for non machine-specific properties to be used on multiple systems –Common properties put in parent properties file

16. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Portal Configuration Invocation WPSconfig.sh task_name [task_name …] [–Dproperty=value...] [–Dproperty=value ] Task name is a documented task (e.g. database-transfer-export) If no task name given, basic usage description is displayed Properties specified on command line (with –D flag) supercede those with same name in Portal configuration properties file Certain properties apply to many tasks and are typically put on command line: –parentProperties –childProperties –language –logfile –tracefile –DBSafeMode –CheckVersions –validate –help

17. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. -D flag Value only persists while the task is running Value supercedes that in wpconfig.properties -- temporarily Value in the wpconfig.properties file is not overwritten

18. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Parent Properties Files Useful for performing the same configuration task on multiple machines Value supercedes that in wpconfig.properties Use case example: Database type and drivers same on all machines Userids and Passwords are different on all machines Syntax WPSconfig.sh - DparentProperties= /parent.properties - DSaveParentProperties=true task_name [task_name...]

19. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Portal Configuration Templates Templates are a special use of properties files Included with WebSphere Portal –Located in /qibm/proddata/portalserver5/config/helpers / Provides only the properties needed for a particular task Can be customized for a specific resource type (example: only for a DB2 database) Administrator can create customized templates Examples: –Template to configure Portal to use WebSphere Application Server security with Domino as its LDAP directory –Template to configure Portal to use WebSphere Application Server security with IBM Directory Server as its LDAP directory –Template to configure HTTP server

20. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Using Portal Configuration Templates Edit or create a configuration template for your environment Run the configuration program (WPSConfig.sh) Specify the configuration template as a parent properties file Example: WPSconfig.sh -DparentProperties=config/helpers/config_http.properties -DSaveParentProperties=true

21. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Example: LDAP Server Configuration 1.Verify that LDAP server is installed. 2.Modify and import PortalUsers.ldif 3.Verify import was successful 4.Verify that LDAP server is operating 5.Edit security_ibm_dir_server.properties with LDAP configuration 6.Save the contents of security_ibm_dir_server.properties into wpconfig.properties 7.Run task to enable security 8.Access the Portal

22. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Configuration Properties File: Precedence -D flag on command line Parent properties file on command line Values from wpconfig.properties file Properties in Configuration File (build.xml) Order of precedence 1 2 3 4

23. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. IBM Web Administration for iSeries Portal configuration wizard

24. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Portal configuration wizard scenarios DB2 UDB for OS/400 WebSphere Portal IBM HTTP Server WebSphere Application Server iSeries Server Remote Database Scenario DB2 UDB for OS/400 WebSphere Portal IBM HTTP Server WebSphere Application Server iSeries Server Quick Install Scenario

25. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Portal configuration wizard scenarios DB2 UDB for OS/400 WebSphere Portal IBM HTTP Server WebSphere Application Server iSeries Server Authentication Using LDAP Directory Scenario LDAP

26. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Portal configuration wizard scenarios DB2 UDB for OS/400 WebSphere Portal IBM HTTP Server WebSphere Application Server iSeries Server Domino LDAP Domino Server Sametime Server QuickPlace Server iSeries Server WebSphere Portal with Lotus Collaboration Options

27. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. IBM WebSphere Portal v5.0 Education Offerings SW531 / PW551G - IBM WebSphere Portal Version 5.0 Application Development WP600 / PW561G – Creating Custom Portlets Using Lotus Collaborative Components SW530 / PW311G IBM WebSphere Portal Version 5.0 Installation and Deployment SW535 / AS751 IBM WebSphere Portal – Express V5.0.2 Implementation on iSeries WP500 [Distance Learning] Creating Portlets with IBM Portlet Builder for Domino SW532 / PW321G IBM WebSphere Portal Version 5.0 Administration SW533 / PW341G IBM WebSphere Portal Version 5.0 Security SW534 / PW571G IBM WebSphere Portal Version 5.0 Rapid Portlet Programming SW741 – IBM WebSphere Portal Version 5.0 Fundamentals [Distance Learning] http://www-306.ibm.com/software/info/education/ http://www-106.ibm.com/developerworks/websphere/library/tutorials/dl/sw741/ http://www-3.ibm.com/software/genservers/portal/education/ http://www-3.ibm.com/software/genservers/portal/education/ New

28. ibm.com /redbooks © Copyright IBM Corp. 2004. All rights reserved. Summary Provided an overview of the WebSphere Portal Version 5 configuration process Discussed the configuration steps to configure Portal authentication using WebSphere Global Security and an LDAP server Discussed the importance of several properties files Discussed the mechanics of using configuration scripts Discussed the use of configuration templates Discussed several configuration examples Discussed Portal configuration wizard in IBM Web Administration for iSeries