1. WDK for Portlets/Documentum Portlets Product Overview Jeff Spitulnik Sr. Product Manager – Portal Integration & Search Products 20 May 2004 - MWDUG

2. Agenda Very Brief Portal Technology Overview WDK for Portlets/Documentum Portlets Product Functionality Overview Demo! Product Roadmap Additional Resources Optional areas… Product Architecture Overview In-depth Product Architecture Troubleshooting and Debugging Customization

3. Very Brief Portal Technology Background

4. Portal Architecture

5. Portal A “specialized” web application that provides value-added services such as Personalization Single Sign-On Content aggregation from various sources Secure search facilities Localization of content A Portal “page” represents a complete HTML document consisting of several Portlet components

6. Key Portal Functions Provides security and user management Single sign-on/Authentication Authorization and entitlements Provides information aggregation and integration Filtering Indexing Classification Automation Syndication Unified enterprise search Enables customization of pages by users Enables personalization (based on roles, profiles, context) Provides application integration Single look and feel Application interoperability Process integration Administrators can either lock or open up areas of the page for end users to customize Unifies (or interconnects) enterprise infrastructure Multiple repositories Multiple communities Single source collaboration, authoring, & communication Multiple enterprise applications

7. Portlet Principle Each Portlet is a separate application Developed independently Aggregated on a portal page Can be placed anywhere on the page Portlets have modes and window states Portlets can support multiple devices Phones, Organizers, Voice Unique views for each device Business logic can be shared Portlets are portal context aware Per-portlet instance data stored by portal Per-portlet settings managed by portal Can contain portal info, e.g. user profile information, look and feel

8. Unified Infrastructure.com site Support site Partner site Corporate site Customers PartnersEmployees Marketing Content & Order Management Call Tracking System Partner content ERP Systems Content Management Portal Framework Analytics Knowledge Management Commerce Management XRM Sourcing/ Procurement Collaboration Supply Chain Security Unified Content Infrastructure

9. Documentum ECM for Portals: A Unified Content Infrastructure 1. Facilitates the content lifecycle 2. Enables content access 3. Contextualizes content management application functionality

10. Examples of Documentum CM Functionality Available through the Portal Template-based content publishing Taxonomy-based content categorization and access Enterprise search, federated search – full-text and content attribute criteria Contribution, check-in, check-out, lifecycle management, version control, etc of content objects The ability to act on workflow tasks, view notification messages, and check the status of active workflow processes A convenient location where the content most critical to daily activities can be accessed or tracked on a subscription basis

11. Product Overview

12. Web Publisher Portlet Submit Content Portlet Published Content Documentum Portlets & Web Publisher Portlets Search Inbox Cabinets Home Cabinet Subscriptions Workflows Browse Categories Recent Files Support for: Login, Saved Credentials, User Preferences Single Sign On Branding/Theme These portlets can be deployed to any portal server implementing the JSR 168 portlet API specification. Developer/Administrators can use the full WDK framework for configuration and customization. Any currently available or custom built WDK component can easily be deployed as a portlet.

13. WDK for Portlets Overview – Components Main common components advsearchcontainer categorydrilldown drilldown homecabinet_drilldown Inboxdrilldown myobjects_drilldown subscriptions_drilldown workflowstatusdrilldown New portlet specific components, for example: accessibleactions general_preferences, component_preference, portal_preferences saved_credentials portal_login

14. WDK for Portlets Overview The Web Development Kit for Portlets installer installs DFC, WDK components and configuration files, portlet definition files, portlet configuration files, portlet help files, custom classes, jar files, and tag libraries in a JSR-168 compliant portal server The WDK runtime for WDK for Portlets differs somewhat from the runtime for standalone Web applications, but these differences are not exposed to customizations The overall guidelines for configuration and customization for portal and standalone environments are the same. (I.e. Application, Controls…Many components that are called by portlets are configured in the same way as their counterparts in WDK) JSR 168 helps standardize some integration variables. However, each portal server/app server combination is different: Different directory structure and install requirements Different preferences stores Variability in portlet state and session management Other issues… WDK for Portlets contains an extendable environment layer to accommodate this variability. JSR 168 helps standardize some integration variables. However, each portal server/app server combination is different: Different directory structure and install requirements Different preferences stores Variability in portlet state and session management Other issues… WDK for Portlets contains an extendable environment layer to accommodate this variability.

15. WDK for Portlets Environment Class Encapsulates an environment’s specific behavior and functionality. WDK instantiates and uses the registered environment class whenever it requires information from its environment. You can write a single class that will run on many environments. The environment layer is a set of classes in the com.documentum.web.env package that comprise base implementations, hooks, and interfaces.

21. Demo

22. Product Roadmap

23. Available Certifications Portal Server / Application Server BEA WebLogic Portal Server 8.1 SP2 BEA WLS 8.1 SP2 Windows 2000 / 2003 Solaris 8 & 9 HP UX 11i RH Linux IBM WebSphere Portal Server 5.0.2 (with JSR 168 support) IBM WAS 5.0.2 Windows 2000 / 2003 Solaris 8 & 9 AIX 5.1 & 5.2 RH Linux Sun Java System Portal 6.2 Sun JES AS 7.0 MU1 Solaris 8 & 9 BrowsersWindows 2000IE 5.5 SP2 IE 6.0 SP1 Netscape 7.0.2 & 7.1 Windows XPIE 6.0 SP1 Netscape 7.0.2 & 7.1 Windows 2003IE 6.0 SP1 Content ServerContent Server 5.x Content Server 4.x (Safe Harbor) Additional ports under consideration or being developed: Plumtree SAP Oracle Pluto Vignette PeopleSoft Tibco Others… Additional ports under consideration or being developed: Plumtree SAP Oracle Pluto Vignette PeopleSoft Tibco Others…

24. Known 5.2.5 product limitations (relative to other clients) HTTP Content Transfer Limited workflow capability, for example no Workflow Manager and limited Workflow Reporting in the UI No treeview drill-down experience or multi-item select, as per Desktop and the Classic view of Webtop No DRL or direct web link No Macintosh support — because of the content transfer mechanism used No checked out file location tracking No desktop authoring application integration, for example MS Office Limited end-user preferences No processing of XML during import although XML files can be imported Limited Virtual Document management functions FIGSJK language packs available in July

25. What’s Coming 5.2.5 SP2 – July 2004: certifications, bug fixes, performance improvements… 5.2.5 SP3 – October 2004: certifications, bug fixes 5.3 – December 2004 Usability improvements Packaging and deployability improvements Documentum Portal Solutions (e.g. CM for Process Portals, forms integration) Search Broker / Content Integration Infrastructure (askOnce) Integrated team-based collaboration functionality Multi-docbase support Improved content transfer experience WSRP implementation Improved/Additional end-user preferences controls Also in the works… eRoom portlets askOnce portlets SharePoint integrations Note: Availability dates may change without notice.

26. Resources

27. Documentation Release Notes Hardware/Software requirements Known bugs (not comprehensive) Limitations Technical Notes Install guide with content for each supported portal server BEA WLP 8.1 SP2, IBM WPS 5.0.2, Sun Java System Portal 6.2 WDK and WDK Client Development Guide Portlet-specific content throughout (e.g. authentication, branding) Many areas apply to portlets as well (e.g. NLS, actionlist) Part 3: WDK for Portlets  What is a Portlet/Portlet Architecture  Environment Layer  Creating Portlets  Portlet Examples Part 5: Portlet Reference  Portlet Controls  Portlet Components Java docs Portlet End-User Guide and Online Help

28. Additional Resources July 2004: Environment Layer Development and Extendibility Developer Guide TBD: Portlet and Environment Layer Testing Guide Documentum Developer Site Sample code  Simple Search Portlet  Documentum EDM Dashboard  Adding Dynamic Data to a Portlet  Logout Portlet Component exchange Community forums Product Advisory Forum – eRoom and live events Portal vendor sites and contacts

29. Thanks! jeff.spitulnik@documentum.com