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® AD202 Lotus Domino, WebSphere Portal, and Lotus Workplace Integration - Part 2: Without Programming Peter Janzen – Lotus Product Manager Objective Introduce non-programmatic tools for integrating Notes/Domino applications into Workplace/Portal Understand requirements and skill set for these tools Position these tools in the portfolio of integration tools Demonstrate these tools in a WebSphere Portal application 3 AD201 – AD204: Lotus Domino, Websphere Portal, and Lotus Workplace Integration Session AD201 AD202 AD203 AD204 4 Topics Monday 3:15 – 4:30 Dolphin Southern I and II Domino integration features and an overview of AD20x series Monday 5:00 – 6:15 Dolphin Southern I and II Non-programming components: Prebuilt portlets, DWAP, and Portlet Builder for Domino Tuesday 8:30 – 9:45 Dolphin Southern I and II The Domino Toolkit: Creating Domino JSPs using the Domino JSP tag library Tuesday 10:30 – 11:45 Dolphin Southern I and II Portal Java programming concepts and integrating Domino into your Portal programs Agenda Domino/Lotus Workplace Application Integration Strategy Pre-built Portlets Lotus Notes Portlets Other portlets New Domino Web Application Portlet Portlet Builder for Domino Summary and Q&A 5 Lotus Workplace Encompasses both Domino and WebSphere Customer and partner investments in Domino applications are preserved and extended in the Workplace. The Domino server plays a key, long term role in the IBM Lotus Workplace strategy. Leverage existing Domino infrastructures and build and deploy new apps for Portal IBM Lotus will provide tools to fully integrate Notes/Domino applications into a Workplace environment. Portalize Domino applications using pre-built portlets, portlet builders, and toolkits, for example. Customers make application choices based on their own business needs and priorities. 6 Typical Skills/Tools Needed to Build Portlets… A portlet consists of… HTML and related technologies – JavaScript, CSS, XML Java Server Pages (JSPs) – Start with <% and end with %> Java (many things can be done without it, though) Skills you will need HTML, JSP, CSS, XML and Java Portlet development environment Debug environment Tools you will need Or use pre-built portlets or portlet builders Software development toolkits WebSphere Studio is IDE of choice – highly recommended Portal server 7 Domino/Workplace Integration Tools Strategy Enable different types of users Optimize tools for the platform Workplace Make them all work well together Business Users/Admins Require easy to use, taskoriented tools Developers Require powerful extensions to the platform 8 Domino Portal Different Users Have Different Tools Requirements Integrated Development Environment Notes/Domino Developer Web Dev High Low Technical Skill Administrator Business User Browser User Experience 9 Java Developer Domino/Workplace Integration Tools Strategy Enable different types of users Optimize tools for the platform Make them all work well together Workplace Business Users/Admins Notes clients Pre-built Portlets Portlet Builders Developers Domino Designer Domino tools (LEI, Workflow…) Domino JSPs & Java API’s WebSphere Studio, Rational tools 10 Domino Portal Relative Positioning of Integration Tools Higher Domino Designer w/ JSP or WDO & add-on tools Business User User WebSphere Studio WebSphere w/ Java API Studio Portlet Builder Pre-built Portlets Lower Power and Flexibility 11 Developer Application Integration Strategy Integrating Domino applications into Lotus Workplace involves portalizing the Domino application Portalizing Domino applications raises the following questions What portlet development techniques are available? What is the effort required for portlet development? What functionalities can be implemented within a portal? How can scalability and performance be ensured? 12 Four Main Issues to Consider Domino Applications Integration Tools The Challenge What portlet patterns do we need and what is the “best” implementation method Domino Portlet Patterns 13 Considerations Domino Application Characteristics The following application characteristics need to be understood 14 Number of Documents Total number of application users Number of concurrent users Application complexity Single or multiple database application Notes client based or web enabled application Domino Portlet Pattern Domino portlet pattern defines the portal integration depth and user interface requirements for the portlet Used for deciding which integration tool to use Use cases influence which portlet patterns are useful for the application What is the use case from the user’s perspective? Does the use case vary with the role of the user? 15 Portlet Patterns 16 Pattern Description Link Provides a link that launches the native application which can be the Notes client or web browser Display Portlets that only display Domino content; interaction requires the application be launched in Notes or web browser Integrated Allows user to view content and interact with application within the portlet Migrated Used to replace an application and transform entire business processes into portlets Integration Tools It is important that the person performing the integration understand all the various tools at their disposal Various groups of tools Use pre-built portlets Use Portlet “Builders” Modify your Domino application Use Domino JSP Tag Libraries Use Lotus Collaborative Components Use Domino Java classes 17 Choosing an Integration Tool Choosing an integration tool is a four step process 1) Pre-project preparation and training 2) Identify project requirements and considerations 3) Select the appropriate portlet pattern 4) Select the appropriate integration tool 18 Select the Appropriate Portlet Pattern 19 Pattern Advantages Disadvantages Link Easy Access existing applications No modifications needed No content or functionality available within the portal framework Display Minimal enhancements to existing application functionality Can launch Notes or web browser Minimal or no application functionality within portal framework Integrated Significant functionality within portlet Requires more development time and skills Migrated Full application functionality within portlet Requires greatest development time and skill Choosing the Integration Tool Identify one or more integration tool that will support the portlet pattern Once a set of integration tools have been selected, compare each one to the project requirements Choose the tool which yields the highest time to value 20 Agenda Domino/Lotus Workplace Application Integration Strategy Pre-built Portlets Lotus Notes Portlets Other portlets New Domino Web Application Portlet Portlet Builder for Domino Summary and Q&A 21 Domino Application Integration Options End User Domino Skills Java Skills Out of box Notes/Domino Portlets Portlet Builder for Domino Low XML access to Domino View data Development Effort Lotus Collaborative Components Domino JSP Tags Domino Java API’s Partner Products Bowstreet Portlet Factory 22 High Notes View Portlet 23 Display user’s Mail, Calendar, To Do… Display any view in any database Wizard-like Edit mode helps users define the portlet Can launch Notes client instead of browser Built-in People Awareness Sorting Notes View Portlet Requirements Domino Server HTTP & DIIOP Portal Server <= 4.2 Individual Lotus Notes and iNotes portlets Portal Server >= 5 & Lotus Workplace Portlets consolidated into this single portlet for 5.0 PortletType parameter determines the type of Notes database source Lotus Notes View portlet • Values: NotesView, NotesMail, MyInbox, MyCalendar, MyToDo, NotesDiscussion, NotesTeamroom Domino Web Access (iNotes) portlet • Values: All, Welcome, Mail, Contacts, Calendar, ToDoList, Notebook Requires Lotus Collaborative Components 24 Notes View Portlet Domino Server Domino Database Domino View Restrict to a category 25 Notes View Portlet Document controls 26 View format controls Web Page Portlet Out of the box portlet Allows you to leverage Existing Domino WebEnabled Applications Uses an iframe to display an existing application Plus: no change to the app needed Minus: light integration browser specific potential firewall issues 27 Limitations of Current Pre-built Portlets Currently available pre-built portlets have issues when working with documents Basic form display Browser iFrame Notes Client is good but its not Portal Browser and iFrame do not adhere to Portal rules Go directly at the Domino server Potential firewall issue Bypasses Portal security Domino serves up links which point to itself Need a portlet that will transform links to Portal links 28 Domino Web Application Portlet Designed to allow Domino web apps to be surfaced in a LWP/Portal environment. User experience remains within Portal No changes to the Domino application required Reverse Proxy – portlet uses a set of rules to map Domino generated URLs to Workplace/Portal such that all requests are channeled through Portal server. Default set of Domino Rules defined and configured (mail, discussion, teamroom) Rules can be added for support of any Domino web application 29 Architecture 3. The ‘real’ address is determined and a request is made to the Domino Server 2. The browser requests the contents of the IFRAME 5. The transforme d HTML is returned to the browser DWAP Servlet DWAP Portlet Domino Server 4. The retrieved HTML is ‘transformed’ by DWAP to redirect any references to the Domino server (and other modifications) 1. The portal just sends down an IFRAME, with a URL that refers to the DWAP servlet. IFRAMES are downloaded as a simple reference, and the browser then sends another request to get the contents Browser 30 This also applies to graphics and other embedded elements Domino Web Application Portlet Single Sign On – supports SSO between Workplace/Portal and Domino SSL – support secure transfer of data between Workplace/Portal and Domino Delivered as iframe first, web clipper in later releases. Part of Domino 6.5.1 project, Q1 2004 Download from the Portal catalog Domino Web Application Portlet 31 Domino Web Application Portlet Requirements Domino Server R5 & 6 Any Server OS supported HTTP Portal Server 4.1, 4.2 & 5 Platforms: Win32, AIX, Solaris, Linux 32 Domino Web Application Portlet Intuitive Configuration Mode 33 Domino Web Application Portlet – Discussion 34 Agenda Domino/Lotus Workplace Application Integration Strategy Pre-built Portlets Lotus Notes Portlets Other portlets New Domino Web Application Portlet Portlet Builder for Domino Summary and Q&A 35 Portlet Builders Available from IBM WebSphere Portal Application Integrator (WPAI) Portlet Builder for Domino Available from IBM partners Bowstreet, Aptrix, Conet, Sofor 36 WebSphere Portal Application Integrator (WPAI) Made for Business Users - Point-and-Click through the Portal UI Framework for application integration into WebSphere Portal Generic architecture to easily build portlets to access a variety of Enterprise Applications, for … Systems like SAP, PeopleSoft, and Siebel RDBMS like DB2, Oracle, SQL Server, or any JDBC database …and Domino !!! Users of tools need only a basic application knowledge 37 WPAI Architecture Builder itself runs as a portlet Power Users Portlet Builder Builder generates configuration data for a portlet instance Portlet Config UI Template represents desired user interaction with Business Object UI Template End Users Portlet Instance Business Object Adapter Instance configuration binds customized UI Template with a specific customized Business Object type obtained from an Adapter 38 Adapter provides access to Business Object instances Back-end Application Portlet Builder for Domino A portlet to build Domino portlets Simple Web interface to create portlets that access / manipulate data in Domino No programming required Primary roles associated Builders – those who use the Domino Builder to create portlets Users – those who access the portlets created with the Domino Builder 39 Portlet Builder for Domino modes Builder – Build portlets Run-Time – Access Portlets •Builder output is a portlet Domino document viewing options As-is Generic form Pre-Use Configuration & Considerations Authentication model between Portal and Domino Credential Vault Predetermined Username and Password Single Sign On Domino R5 & 6 servers Any server OS supported Need to know… Builder - Domino Username and Password Domino server name(s) Domino database name(s) Domino view / form name(s) Portal Security Model Only users assigned permissions can use Domino Builder Only users assigned permissions can use portlets created 40 Pre-Use Configuration & Considerations Java APIs used to communicate with Domino Requires HTTP & DIIOP on Domino Domino security model 100% respected Domino ACL Considerations • Explicit / Implicit user access • Maximum Internet Username and Password is Reader or higher Click-to-action required to leverage Extra Features SameTime required for built in Presence Awareness 41 Steps to Build a Portlet 1. 2. 3. 4. 5. 42 Select the Domino server and database Select view(s) and form(s) to include in the portlet Configure view(s) and form(s) Configure extra settings Select Authentication and Form display options Step 1 - Select the Domino Server and Database Enter a new portlet name Connect to Domino server Select the Domino database and retrieve forms / views list 43 Step 2 - Select View(s) and Form(s) Select from list of forms/views Adding elements to the portlet Portlets can contain multiple forms/views Sort by Design Element Sort By Element Type Select multiple elements Page Through Elements 44 Step 3 - Configure View(s) and Form(s) Select markup Configure Authentication and Form Display Options 45 Step 3 - Configure View(s) and Form(s) Configure View Column Display Options Selected Display info Search info C2A Extra Control View Column Order Move Down Move Up 46 Step 4 - Configure Extra Settings Form options Field types Display options View Column options Presence Awareness View Column Formulas Links Images 47 Step 5 - Select Authentication and Form Display Options User Authentication Options Single Sign On Explicit Implicit Credential Vault Form display options Use Data Form Use Inline Frame 48 Completed Portlet from Portlet Builder View Switcher Create New Doc Search Read Doc View 49 Tools Comparison Tool Protocol Skill Set Performance (minimum) Notes View Portlet HTTP, DIIOP PA OK – no session management PA; Domino App/Dev, XML, JavaScript OK – no session PA; Domino App/Dev OK – no session HTTP PA Good – caching, fast html parser DIIOP (for remote) PA, Domino App/Dev, JSP Better – limited HTTP, DIIOP (for remote) PA, Domino App/Dev, JSP, Java Best – Session Helper Portlets (XML, RSS) HTTP Portlet Builder for Domino HTTP, DIIOP Domino Web Access Portlet Domino JSP Tags LCC API & Domino Objects for Java PA = Portal Admin (all tools require this skill set) 50 management management session management management, object pooling Summary It’s easy to integrate Domino collaborative applications from Lotus Workplace & WebSphere Portal IBM provides tools that cover the spectrum from business users to developers Start with out of the box portlets or Domino Portlet Builder to surface data in your portlet Use Domino Web Application portlet for an integrated solution Leverage your investment in Domino - start integrating today! 51 Resources Go to the Application Development lab (tutorials & info)!! Lotus Education has courses addressing Workplace, Portal, and J2EE Tutorials (http://www.ibm.com/developerworks/training/) Build custom portlets for Domino: Portlet Builder for Domino simplifies development Building Lotus Domino Portlets: Bowstreet Portlet Factory for WebSphere streamlines the process Simplified JSP page development for Lotus Domino Article: Introduction to Lotus Domino Toolkit for WebSphere Studio 52 http://www7b.software.ibm.com/wsdd/library/techarticles/0304_schum acher/schumacher.html Questions? Resources Cont’d Redbooks Portalizing Domino Applications for WebSphere Portal (sg247004) WebSphere Portal 4.12 Collaboration Services (redpaper) Developer Sites Portal Zone: www.software.ibm.com/wssd/zones/portal Lotus Developer Domain: www-10.lotus.com/ldd 53