Contents for Administrator Guide


How to Use This Book


Typographical Conventions

BEA Documentation and Resources

Overview of Portal Administration

Overview of Portal Components

Overview of Web Services Architecture

Overview of Portal Security

Overview of the Portal Browsing User Interface

Portal Areas

Display Options

Navigation Options

Horizontal Combo Box Drop-Down Navigation

Tabbed Section Left Vertical Navigation

Left Vertical Navigation

Mandatory Links Only

No Navigation

Horizontal Drop-Down Navigation

Low Bandwidth and Accessibility Navigation

Portlet-Ready Navigation


Creating and Editing Branding Portlets

Locale Settings

Configuring Experience Definitions

Creating Experience Definitions

Directing Users to Experience Definitions

Overview of the Portal Administrative User Interface and Tools

Administration Section of the Portal

Administration Utilities in the Portal Installation

Managing Portal Users and Groups

About Portal Roles, Groups, Users, and Profiles

Delegating Activity Rights

Creating Custom Activity Rights

Configuring Groups

Configuring Dynamic Group Membership

Configuring Default User Profiles

Adding Users

Maintaining Groups, Users, and Profiles with Identity Services

Importing Users and Groups from Authentication Sources

Importing User Profiles from Profile Sources

Creating Users

Allowing Users to Create Their Own Accounts

Adding Users with Invitations

Managing User Profiles and User Accounts

Deleting Users

Managing User Profiles

Auditing User Accounts and Actions

Configuring User Activity Auditing

Archiving Audit Messages

Querying Audit Information

Deleting Audit Messages and Archives

Locking and Unlocking User Accounts

Automatically Locking User Accounts

Manually Locking User Accounts

Unlocking User Accounts

Managing User Credentials for Existing Applications

Setting User Access Privileges

Directing Users to Experience Definitions

Managing Portal Content

About Portal Content

Configuring Content Types and Document Properties

Configuring the Global Content Type Map

Configuring the Global Document Property Map

Mapping HTML Page Properties

Configuring Content Sources

About Content Sources

Content Source Histories

Content Sources and Security

Using Content Sources and Security to Control Access

Configuring Web Content Sources

Configuring Remote Content Sources

Managing the Knowledge Directory

About the Knowledge Directory

Setting Knowledge Directory Preferences

Creating Folders

Submitting Documents

Controlling Document Placement with Filters

Creating Filters

Assigning Filters to a Folder

Using Filters to Organize Crawled Content

Sorting Content into Folders with the Smart Sort Utility

Maintaining Document Links

Extending Portal Services with Portlets

About Portlets

Portlet Characteristics

Using Portlets for Navigation and Login

Using Portlets to Access Existing Web Applications

Portlet Content Caching

Portlet Preferences

Creating Portlet Web Services, Portlet Templates, Portlets, and Portlet Bundles

Creating Portlet Web Services

Creating Portlet Templates

Creating Portlets

Creating Portlet Bundles

Requiring and Recommending Portlets

Defining Mandatory Portlets

Recommending Portlets

Adding Multiple Portlets to Multiple Groups' My Pages

Managing Communities

About Communities

Creating Page Templates and Community Templates

Creating Page Templates

Creating Community Templates

Creating Communities

Creating Subcommunities

Community Pages

Creating Community Groups

Creating Community Portlets

Managing Community Users and Groups

Requiring Communities for Groups

Recommending Communities

Subscribing Multiple Groups to Multiple Communities

Managing the Community Knowledge Directory

Enabling Document Discovery with Content Crawlers and Content Services

About Content Crawlers

Developing Content Services to Target Specific Content

Configuring a Content Crawler

Testing Content Crawlers

Maintaining Content Imported by Content Crawlers

Keeping Document Records Up-to-Date

Clearing the Deletion History

Removing Document Records

Working with Search

Customizing Search Service Behavior

Configuring Best Bets and Top Best Bets

Working With Top Best Bets

Modifying the Properties Searched and the Relevance Weight for Properties

Enabling Spell Correction

Implementing a Search Thesaurus

Enabling the Thesaurus

Setting Up the Synonym List for the Thesaurus

Customizing Categorization of Search Results

Setting Up Property Data for Categorization

Enabling Results Sorting

Managing Grid Search

Updating the Search Collection

Repairing Your Search Index

Managing Checkpoints and Restoring Your Search Collection

Managing Search Cluster Topology

Monitoring Search Activity with Logs

Using the Command Line Admin Utility

Requesting Cluster Status

Requesting Specific Cluster Status Information

Changing the Run Level of the Cluster

Purging and Resetting the Search Collection

Initiating a Cluster Checkpoint

Reloading from a Checkpoint

Changing Cluster Topology

Aborting a Checkpoint or Reconfiguration Operation

Creating Snapshot Queries

Implementing Federated Searches

About Federated Searches

Configuring Federated Searches

Configuring Outgoing Federated Searches

Configuring Incoming Federated Searches

Searching Non-Portal Repositories

Automating Administrative Tasks

About Jobs

Registering Automation Services

Setting Up Job Folders

Starting the BEA ALI Automation Service

Running Portal Agents

Creating and Running Jobs

Configuring External Operations to Run as Jobs

Reviewing Jobs Status and Job Logs

Migrating, Backing Up, and Restoring Portal Objects

About Object Migration

Using Migration Packages

Creating a Migration Package in the Portal

Creating a Migration Package Using a Command Line Tool

Importing Objects in the Portal

Importing Objects Using a Command Line Tool

Backing Up and Restoring the Portal

Configuring Advanced Properties and Logging

Configuring Portal Components

Using the Portal Utility

Modifying Portal Configuration Files










Content Crawlers







Configuring the Automation Service

Fine-Tuning the Search Service Configuration

Default Search Service Parameters

Optional Search Service Parameters

Using the Config Tool to Modify Database and Portal Logging Settings

Configuring AquaLogic Interaction Logging Spy

Configuring AquaLogic Interaction Logging Spy to Display Portal Messages

Using the Counter Monitoring System

About Counter Monitoring

Setting up Counter Log Files

Example of the opencounterslogger Command:

Running the Counter Monitoring Console

Using Windows Perfmon to View Counter Data

Disabling the Perfmon Adaptor

Localizing Your Portal

The Purpose of Localization

Localizing Objects

Enabling Object Localization

Localizing All Objects

Localization Manager XML

Localizing Each Object

Internationalizing the Search Service

Displaying International Text in the Portal

Searching International Documents

Crawling International Document Repositories

Submitting International Documents to the Knowledge Directory

Deploying Single Sign-On

About SSO

Configuring an SS0 Authentication Provider for Use with the Portal

Configuring the Windows Integrated Authentication Service

Configuring Netegrity SiteMinder 4.6

Configuring Netegrity SiteMinder Policy Server

Configuring Netegrity SiteMinder Web Agent (4.6)

Configuring Netegrity SiteMinder 5.5

Configuring Netegrity SiteMinder Policy Server

Configuring Netegrity SiteMinder Web Agent (5.5)

Configuring a Netegrity SiteMinder 5.5 SP3 and

Configuring Netegrity SiteMinder Policy Server

Configuring Netegrity SiteMinder Web Agent (5.5 SP3 or 6.0) on Linux/Unix

Configuring Netegrity SiteMinder Web Agent on (5.5 SP3 or 6.0) Windows

Configuring an Oblix Authentication Provider

Configuring Oblix Access Server for a Portal Running on Tomcat

Configuring Oblix Access Server for a Portal Running on IIS

Configuring Oblix WebGate for Apache

Configuring Oblix WebGate to Work with Remote Servers

Integrating With Other Authentication Providers

Configuring an Authentication Source

Configuring the Portal for SSO

Modifying the Portal Configuration for BasicSSO

Configuring portalconfig.xml

Configuring Integration with WIA

Configuring portalconfig.xml

Modifying the Portal Configuration for Integration with Netegrity Authentication Servers

Modifying the Portal Configuration for Integration with Oblix Authentication Servers

Modifying the Portal Configuration for CustomSSO Service

Default Behavior of Search Service

Types of Search

Search Syntax

Operator Modes

Precedence and Parentheses


Case Sensitivity



Quoted Phrases

Thesaurus Expansion

Search Language


Results Ranking

Term Frequency

Metadata (field) Weighting

Phrases and Proximity

Basic Search Behavior

Advanced Search Behavior

Common Questions and Answers


Other FAQ