User Management Guide

Introduction

Introducing Users and Groups

Understanding Users

Understanding User Profile Types

Implementing Security and User Profiles

Accessing Users

Using Groups and Group Hierarchy

User Management in the Portal Life Cycle

Architecture

Development

Staging

Production

Getting Started

Part I Architecture

Planning a User and Group Strategy

Developing a User and Group Management Strategy

Planning Your Groups and Group Hierarchy

Organizing Users into Groups

Using an Existing Group Structure

Working with a User Store

Editing User Information

Accessing Multiple User Stores

Planning to Use a UUP

Using a Sample UUP Scenario

Planning Data Encryption

Setting up a Password as an Encryption Key for Your UUP

Enabling Encryption for a Property Set

Encrypting Data by the Custom UUP

Upgrading Users and Groups from Portal 8.1

Designing Users and Groups for Optimal Performance

Part II Development

Adding Groups with JSP Tags and Controls

Creating Groups

Creating a Group with a JSP Tag

Creating a Subgroup with a JSP Tag

Creating a Group with a Control

Creating a Subgroup with a Control

Removing Groups

Removing a Group with a JSP Tag

Removing a Subgroup with JSP Tag

Removing a Group with a Control

Removing a Subgroup with a Control

Creating a Group Profile

Creating a Group Profile with a JSP Tag

Creating a Group Profile with a Control

Adding and Updating Users with JSP Tags and Controls

Creating Users

Creating a User with a JSP Tag

Creating a User with a Control

Accessing Users in an External User Store

Placing Users in Groups

Adding a User to a Group with a JSP Tag

Adding a User to a Group with a Control

Viewing a User's Group Membership with a JSP Tag

Viewing a User's Group Membership with a Control

Removing a User from a Group with a JSP Tag

Removing a User from a Group with a Control

Searching for Users

Finding a Single User with a JSP Tag

Finding Multiple Users with a JSP Tag

Finding a Single User with a Control

Finding Multiple Users with a Control

Changing a User’s Password

Changing a Password with a JSP Tag

Changing a Password with a Control

Removing a User

Removing a User with a JSP Tag

Removing a User with a Control

Creating and Updating User Profiles

Creating a User Profile

Creating a User Profile Property Set

Adding Properties to a Property Set

Transferring an Encryption Key Between Custom UUPs

Editing Properties and Values

Editing Properties and Values in the Property Editor

Editing Properties and Values with JSP Tags

Editing Properties and Values with Controls

Editing Properties and Values with the ProfileWrapper Object

Retrieving User Profiles

Deleting a Property Set and Properties

Deleting a Property

Deleting a Property Set

Using Properties from an External User Store

Configuring a UUP

Choosing a Method to Configure a UUP

Configuring a UUP in the Administration Console

Verifying the UUP

Editing a UUP in the Administration Console

Configuring a UUP in Workshop for WebLogic

Editing a UUP in Workshop for WebLogic

Upgrading a UUP

Setting Up Anonymous User Tracking

Using Anonymous User Tracking

Choosing a User Tracking Profile Type

Setting Up Anonymous User Tracking

Targeting Anonymous Non-Tracked Users

Part III Staging

Adding and Managing Groups

Using Existing Groups

Using a Group Hierarchy Tree

Building a Group Hierarchy Tree

Creating a Group or Subgroup

Editing a Group Profile

Moving a Group

Searching for a Group

Removing a Group

Removing a Group from an Internal User Store

Removing a Group from an External User Store

Adding and Managing Users

Creating Users

Adding a User

Accessing Users in an External User Store

Adding a User Directly to an External User Store

Adding a User to an External User Store with an Outside Tool

Removing a User Store

Placing Users in Groups

Adding a User to a Group

Adding a User to Multiple Groups

Viewing a User's Group Membership

Deleting a User From a Group

Removing Multiple Users From a Single Group

Removing a Single User From Multiple Groups

Managing Users

Searching for a User

Finding a Single User

Finding Multiple Users

Changing a User’s Password

Removing Users

Editing User Profile Property Values

Editing Property Values

Part IV Production

Creating a UUP EJB

Creating and Configuring an EntityPropertyManager EJB

Creating the EJB

Using Recommended EJB Guidelines

Configuring the EJB

Retrieving User Profile Data from an LDAP Server

Configuring an LDAP UUP and Transparent Failover

Configuring the UUP Adapter

Retrieving the Configuration File

Editing the Configuration File

Enabling Searches for a User and Group

Upgrading a UUP