© 2008 IBM Session ID: D08 Session Title: Streamlining WebSphere Portlet Factory & Dashboard Engagements Speakers: Usman Memon & Abhishek Singh WebSphere Portal Technical Conference U.S. 2008

STORY TITLE WebSphere Portal Technical Conference U.S WebSphere Portlet Factory & Dashboard Framework WebSphere Portlet Factory is a system for software automation Development Regeneration Solution Model 1 P1 App 1 App 2 Model 1 App 3 P2P3 P5 Builders Model Profiles Applications Users Rapid development of web and portal applications & dashboards

STORY TITLE WebSphere Portal Technical Conference U.S Traditional Project Lifecycle Requirements Gathering Design Development Testing Deployment

STORY TITLE WebSphere Portal Technical Conference U.S Project Phases 1 Requirements Gathering Design 2 Development 3 Testing 4 5 Deployment

STORY TITLE WebSphere Portal Technical Conference U.S Requirements Gathering User-Centric Approach User Roles to Portlet Mapping Creative and Integration Team Describe Portal (the content and participants) Node Hierarchy Finalize Portal UI Model Screen Mockups Source the Portlets Security Mapping End-User Participation Conduct Requirements Gathering Sessions with End-User WireFrames Mockup the Portlet UI Define Data Sources

STORY TITLE WebSphere Portal Technical Conference U.S Alerts Earnings KPI Sales Activity Top Opportunities Theme and Navigation Wireframes

STORY TITLE WebSphere Portal Technical Conference U.S Screen-Mockups

STORY TITLE WebSphere Portal Technical Conference U.S Project Phases 1 Requirements Gathering Design 2 Development 3 Testing 4 5 Deployment

STORY TITLE WebSphere Portal Technical Conference U.S UI Interaction Design Approach Determine Models/Portlet Interaction Pattern Does Application work in a single Page Context Wireframes & Mockups Yes No Model Container Design Pattern Solutions Wizards Contextual Applications Model-To-Portlet Design Pattern Independent Portlets Portal Only Apps

STORY TITLE WebSphere Portal Technical Conference U.S Model-To-Portlet Design Siebel SAP SAP, Siebel Domino Web Service

STORY TITLE WebSphere Portal Technical Conference U.S Models in container get swapped Model Container Model Container Model Container Design

STORY TITLE WebSphere Portal Technical Conference U.S Portlet Design Approach  Define Application Architecture  Definition of application layers  Isolation of application layers  Identify and categorize back-end systems  Define Portlet Design  Determine UI needs based on wireframes  Map the wireframe data elements to your back-end systems  Determine whether builders exist for the back-end systems  Determine the need to develop custom builders  Define customization and profiling needs  Determine inter-portlet communication needs & implementation strategies  Define User Interface Design Approach

STORY TITLE WebSphere Portal Technical Conference U.S Monolithic Model Design Approach Data Source* UI Builders Linked Java ObjectData Integration Builder Monolithic Model ProsCons  Easier, simpler & faster to build  Tightly coupled applications layers  Not extensible * RDBMS, Web-Service, Cognos, SAP, Seibel etc.

STORY TITLE WebSphere Portal Technical Conference U.S Consumer – Provider Design Approach Portlet (Consumer) Model Service Consumer Service Definition Service Operation Provider Model Data Source Data Integration Builder ProsCons  Abstracts the data layer from the user interface  Allows reuse of services in multiple user interface models  Business logic (if any) gets built in the Provider or Consumer layer

STORY TITLE WebSphere Portal Technical Conference U.S N-Tier Design Approach Presentation Service Consumer Service Definition Service Operation SQL Call Data Access Service Definition Service Operation LJO / EJB Call / WebService Data Access Object Business Logic Data Source

STORY TITLE WebSphere Portal Technical Conference U.S Config files Profiling RAD does not mean Random Application Development WPF Project Model Config files Model Database SAP LDAP Portal Portlet Business Logic Java classes Portlet Model SQL builders LJO builders UI builders SQL builders SAP builders UI builders

STORY TITLE WebSphere Portal Technical Conference U.S Portal Portlet WPF Project Architectural Thinking UI Model DB Service ModelBusiness Model LDAP Service Model LJO builders UI builders SAP Service Model LDAP Access classes UI Model UI builders Business Logic Java classes Config files UI Model UI builders Base Models: common definitions, logging, error handling Profiling / Custom Builders Business Model Method builders Presentation LayerBusiness Logic LayerData Access Layer SQL builders SAP builders LJO builders Database SAP LDAP

STORY TITLE WebSphere Portal Technical Conference U.S Project Phases 1 Requirements Gathering Design 2 Development 3 Testing 4 5 Deployment

STORY TITLE WebSphere Portal Technical Conference U.S Setting up Development Environment Local Portal Embedded Portal Remote Portal Application Server (Tomcat, WASCE etc.) Local Portal Embedded Portal Remote Portal Application server (local)

STORY TITLE WebSphere Portal Technical Conference U.S Development Setup Scenarios Development Server ProsCon Local WebSphere Portal Preferred Development setup choice Allows for auto deployment Developer machines should have a higher configuration to support Portal Server Development licenses may be an issue Remote WebSphere Portal Allows development on Portal Server that will most closely resemble the production server Deployment to remote server may be time consuming Multiple developers share the same portal instance TomcatLightweight Server Open Source, no license required Integrates with RAD & Eclipse Does not have a Portal container and hence cannot be used to test portlets WAS CE (Ships with Portlet Factory and higher) No additional licensing required Integrates with RAD & Eclipse No support for portlet configuration WASPreferred setup for development of standalone web application No support for portlet configuration

STORY TITLE WebSphere Portal Technical Conference U.S Naming Standards  Define a Naming Standard & Guideline for your projects

STORY TITLE WebSphere Portal Technical Conference U.S Project Structure  Sample Project Structure Java Classes Models Servable Content Profilesets

STORY TITLE WebSphere Portal Technical Conference U.S Development Phase  Exception Handling  Every method needs to handle its own exception  Model should contain a global error handler  Often Controller object handles all exceptions – catch and throw (used in model containers)  Error Code set-up  Logging  Log4J – config.properties  Use Log4J set-up in LJOs and methods  Debugging  New debugging support in 6.1 – allows you to leverage the existing Eclipse IDE debugger  Enables setting breakpoints in generated code.  Easier inspection of WebApp runtime objects (e.g. Variables).  Use Debug Tracing builder  Follow Development & Performance Best Practices 

STORY TITLE WebSphere Portal Technical Conference U.S Profiles & Profiling  Profiles are sets of name/value pairs that are used to dynamically generate applications  Profiles can be used to generate multiple applications from a single source code  Profiling eliminates hand coding of variations of same application

STORY TITLE WebSphere Portal Technical Conference U.S Profiling Usage # 1 – Build Customizers  Profiling can be used to develop highly customizable applications and extend the configuration of portlets to business users including portlet look and feel, data thresholds, process flow etc.  Build Customizers using the Portlet Customizer builder

STORY TITLE WebSphere Portal Technical Conference U.S Profiling Usage # 2 – Role Based Access  Profiles can be selected at execution time based on business logic  Profile Selection enables developers to vary the behavior of the application based on a custom criteria like:  Group membership (Portal or LDAP)  User Attributes  Locale  J2EE Role  Any custom criteria

STORY TITLE WebSphere Portal Technical Conference U.S Profiling Usage # 3 – Application Configuration File  Any traditional J2EE application uses text/xml properties file for application configurable properties  Use profiling as a substitute to properties file  Profile application properties like:  JNDI Datasource Name  Any back-end configuration file  Stylesheets  HTML templates  Extend application configuration to develop an Administrative Console

STORY TITLE WebSphere Portal Technical Conference U.S Source Control Usage  Choose a Source Control software of your choice.  Do not check-in your entire project in source control.  Only check-in files that you have created in your project.

STORY TITLE WebSphere Portal Technical Conference U.S Project Phases 1 Requirements Gathering Design 2 Development 3 Testing 4 5 Deployment

STORY TITLE WebSphere Portal Technical Conference U.S Testing  Unit Testing  Use the built in support in Service builders to test the services layer  Test the UI Layer using the generated Service stub model  Test for various profiles  Functional Testing  Follow standard testing methodology  Create standard business test cases  Load Testing  Standard Performance Tuning Techniques  Monitor model statistics  Dynamic web application often make it challenging for “screen recording” based script generation as profiled applications have dynamic URL(s)

STORY TITLE WebSphere Portal Technical Conference U.S Project Phases 1 Requirements Gathering Design 2 Development 3 Testing 4 5 Deployment

STORY TITLE WebSphere Portal Technical Conference U.S Deployment  Use an automated build process to build and deploy Portlet Factory WAR files  Ant files ships out of the box  Use WEB-INF/projectDeploy.xml for WPF ver. 6.1 & higher to build your WAR file  Use WEB-INF/bin/deployment/build_deployment.xml for WPF ver. 6.0.X  Reduce the size of your WAR file by removing unnecessary files  **/nodeploy/** usage  multiple /nodeploy/ directories allowed  Using.excludeFromServer file  Add only the Featuresets that you require to your project  Warming up your application  Pre-generate & Pre-compile JSP’s prior to deployment for improved initial user response time

STORY TITLE WebSphere Portal Technical Conference U.S References  Use WebSphere Portlet Factory forums   Refer to code samples on Portlet Factory wiki   Refer to Portlet Factory Best Practices  10.lotus.com/ldd/pfwiki.nsf/dx/Best+Practices+for+Creating+Portlets+with+WebSphere+Portlet+F actory.ppt/$file/Best+Practices+for+Creating+Portlets+with+WebSphere+Portlet+Factory.ppt  Refer to Performance Best Practices 

STORY TITLE WebSphere Portal Technical Conference U.S Thank you Jonathan Booth Sr. Architect, WebSphere Portlet Factory Louise T. Simonds Sr. Engineering Manager, WebSphere Portlet Factory Alfredo Navarro IT Consultant, ISSL, Ireland Michael Burati Sr. Software Engineer, WebSphere Portlet Factory Martin Romano Software Engineer, WebSphere Portlet Factory

STORY TITLE WebSphere Portal Technical Conference U.S Session ID: D08 Session: Streamlining WebSphere Portlet Factory & Dashboard Engagements Presenters: Usman Memon & Abhishek Singh Please take a few minutes to fill out the session survey. Thank you Mark your calendars! 2009 U.S. WebSphere Portal Technical Conference October 12-15, 2009, Sheraton San Diego Hotel and Marina WebSphere Portal Technical Conference U.S. 2008

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