Deployment Planning Guide

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Planning Portal Structure and Content

This chapter describes portal structure and content at a high level.

The purpose of this chapter is to assist in planning portal structure and assigning administrative responsibility for managing portal content.

This chapter contains the following sections:

 


Single Portals and Federated Portals

It is possible to deploy a single portal or multiple, federated portals. Figure 2-1 illustrates a single portal deployment where different experience definitions provide a portal experience specific to each group of users. Figure 2-2 illustrates federated portals, where instead of experience definitions on a single portal, each federated portal provides a different portal experience.

Figure 2-1 Single Portal with Multiple Experience Definitions

Single Portal with Multiple Experience Definitions

Figure 2-2 Federated Portals

Federated Portals

Having a single portal with one or more experience definitions has benefits over deploying multiple federated portals. In a single portal deployment:

 


Experience Definitions

Experience definitions allow you to present different audiences with different branding and features in the portal.

For example, you could create an experience definition for a particular customer. The experience definition would include the customer’s logo and company colors and include access to communities and knowledge directory folders specific to the needs of the customer.

Experience definitions are applied according to rules configured with the Experience Rules Manager.

For information on configuring experience definitions and rules, see the Administrator Guide for Oracle WebCenter Interaction.

 


Communities

Communities are pages shared between members of a group to facilitate collaboration and communication on a particular project or on departmental goals.

Communities provide the following benefits:

For details on implementing communities, see the documentation for Oracle WebCenter Collaboration.

The following are potential use cases for communities:

Business Unit Resource Center (Line of Business Communities)

Audience
  • Business unit or department
  • Customers of that business unit or department
Content
  • Community documents, links, calendar
  • Metrics
  • Expert finder
  • Q&A
Success indicators
  • Strong departmental or group identity
  • Existing intranet as content source
  • Motivated community owner
Pitfalls to avoid
  • Static page that people visit and forget
Suggested Oracle WebCenter tools
  • Oracle-BEA AquaLogic Interaction Portlet Framework - Microsoft Excel
  • Oracle-BEA AquaLogic Interaction Publisher

Interactive Workspace (Collaborative Communities)

Audience
  • Ad hoc or established project workgroups
Content
  • Project task list
  • Document management and archive
  • Project calendar
  • Threaded discussions
  • Project metrics
Success indicators
  • Members spread out
  • Project has specific objectives and milestones
  • Project has outgrown e-mail and file-shares
Pitfalls to avoid
  • Dustbin of history: old projects, communities that do not go away
  • Ghost town: two or three people are probably not enough
Suggested Oracle WebCenter tools
  • Oracle WebCenter Collaboration
  • Oracle-BEA AquaLogic Interaction Studio
  • Oracle-BEA AquaLogic Interaction Portlet Framework - Microsoft Excel

Customer or Partner Management Site (Sales and Service-Oriented Communities)

Audience
  • Customers or partners
Content
  • Key customer or partner resources: documents, calendar
  • Self-service access to CRM or PRM system
  • Feedback mechanism
  • Customer-to-customer or partner-to-partner: facilitate community
Success indicators
  • Portal-only access for critical information
  • Responsiveness to customer/partner feedback
Pitfalls to avoid
  • No human input
Suggested Oracle WebCenter tools
  • Oracle WebCenter Collaboration
  • Oracle-BEA AquaLogic Interaction Studio
  • Oracle-BEA AquaLogic Interaction Portlet Framework - Microsoft Excel

Dashboards (Analytic Communities)

Audience
  • Management
Content
  • Performance metrics
  • Financial documents
Success indicators
  • Support to enforce consistent data formatting
  • Portal-only access for critical information
  • Culture of accountability based on metrics
Pitfalls to avoid
  • Make sure the dashboards have fresh data
  • Make sure security works appropriately
Suggested Oracle WebCenter tools
  • Oracle-BEA AquaLogic Interaction Portlet Framework - Microsoft Excel
  • Oracle-BEA AquaLogic Interaction Integration Services for SAP and PeopleSoft

Business Process Applications (Process Communities)

Audience
  • Users involved in process
Content
  • Published content
  • Data from multiple systems
  • Workflow
  • Metrics
Success indicators
  • Simple navigation, consistent branding a priority
  • Unified search criteria
  • Looking to utilize reusable components, common foundation
Pitfalls to avoid
  • If you do not have a process, the software will not do it for you
Suggested Oracle WebCenter
tools
  • Oracle-BEA AquaLogic Interaction Publisher
  • Oracle WebCenter Collaboration
  • Oracle WebCenter Interaction Search
  • Oracle-BEA AquaLogic Interaction Studio
  • Oracle-BEA AquaLogic Interaction Portlet Framework - Microsoft Excel

 


Portlets

Portlets are applications embedded in a portal and can be interactive or solely informational. They are able to communicate preferences with the portal and to communicate with other portlets.

A portlet must be based on a web service. The web service controls the bulk of the portlet settings, such as the URL and cache settings. The portlet definition in the portal contains the name, width, type, and administrative preferences, if any.

Portlet templates allow multiple instances of the same portlet to be created, with each instance potentially different in appearance or information.

Oracle WebCenter Interaction includes pre-made portlets and the ability to easily create portlets using products such as Oracle-BEA AquaLogic Interaction Studio and Oracle-BEA AquaLogic Interaction Publisher.

Portlets can also be developed from scratch using the Oracle WebCenter Interaction Development Kit (IDK). For details on portlet development, see the Oracle WebCenter Interaction Development Kit documentation.

 


Oracle WebCenter Interaction Search

Oracle WebCenter Interaction Search allows users to quickly and efficiently find a wide variety of information from sources across the enterprise, both inside and outside the Oracle WebCenter products. Search can be distributed across a multiple server cluster.

Searchable Content

There are a number of possible sources of searchable content, and it is important to understand the options for providing that content to end-users:

The Search administrator is responsible for creating and scheduling the initial search index jobs as well as update jobs. The Search administrator is also responsible for customizing search “Best Bets” and the search thesaurus.

Grid Search

Grid Search refers to distributing Oracle WebCenter Interaction Search nodes over multiple servers. Search servers can be configured to be stand-alone or a node in a search cluster. In a search cluster, the search index is divided, or partitioned, across multiple search nodes.

You can manage the search cluster using the Search Cluster Manager or the command line utility cadmin.

For more information on administering Grid Search, see the Administrator Guide for Oracle WebCenter Interaction.

Grid Search Best Practices

  1. Do not deploy multiple nodes on a single host in a production environment.
  2. Schedule checkpoints when there is little or no planned indexing activity. This will help ensure that the checkpoint reflects the most up to date information and minimize recovery time.
  3. Set the Search Cluster Manager Service to manual or disabled on all but one server. Only one instance of this service can be utilized by the portal.
  4. A single search sever can be installed as a search cluster with one node, rather than a stand-alone search deployment. This helps streamline the process of adding future search nodes.
  5. In a multiple node deployment, configure the cluster home directory on a server other than the search servers themselves. If the cluster home is located on one of the search servers, that server is a single point of failure for the entire cluster.
  6. Cluster home should be located on a high-availability file system with fast connectivity to the search node host machines. Ideally, the cluster home should be on a RAID file system to ensure availability and fault tolerance.
  7. Search nodes should be located within the same subnet on the network, and ideally on the same switch.

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