Newsletter Portlets

 

The Newsletter portlets show an example of collaborative Content Management. The particular Newsletter portlet displayed depends on the visitor's group membership. These portlets provide the ability for financial advisors to create newsletters that can then be approved and delivered by a manager (approver) to the appropriate visitor based on personalization. The Newsletter portlets use the BEA Content Management reference implementation and native Content Management capabilities. For more information, see "Creating and Managing Content" in Guide to Building Personalized Applications.

The three types of Newsletter portlets are listed below:

• Newsletters Portlet (for Investors)—Investors can read the newsletters written by their own Financial Advisor.

• MyNewsletters Portlet (for Financial Advisors)—Financial advisors can author newsletters and submit them for approval.

• Review Newsletters Portlet (for Approvers)—Approvers can approve, reject, or remove the newsletters written by the financial advisors. Approved newsletters are automatically delivered to the designated investor.

 

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Newsletters Portlet (for Investors)

Visitors 4-7 belong to the Avitek group as investors. The Newsletter portlet for investors contains a list of newsletters created by the particular visitor's financial advisor. This portlet demonstrates providing customized content through Service Provider Interface (SPI) implementation and Content Selectors. For more information about Content Selectors, see "Working with Content Selectors" in the Guide to Building Personalized Applications.

Java Source: examples/sampleportal/newsletter

JSP Source: sampleportal/sampleportal/portlets/newsletter

To learn more about the Newsletters portlet, complete the following steps:

1. Login as "visitor7".

2. Click one of the newsletters, as shown in Figure 6-1.

   Figure 6-1 Newsletters Portlet (Investor, Visitor 7)

   
    

   The portlet expands to show the content of the select newsletter, as shown in Figure 6-2.

   Figure 6-2 Newsletters Portlet—Review Newsletter (Investor, Visitor 7)

   
    

3. To return the portlet to its original size, click the Unmaximize button.

4. Log out as Visitor 7.

 

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MyNewsletters Portlet (for Financial Advisors)

The MyNewsletters portlet is available to Visitors 2 and 3. This portlet contains a list of newsletters created by a financial advisor. It demonstrates providing customized content through SPI implementation and Content Management tags.

Java Source: examples/sampleportal/newsletter

JSP Source: sampleportal/sampleportal/portlets/newsletter

To learn about the MyNewsletters portlet, take the following steps:

1. Login as "visitor2". The MyNewsletters portlet contains a list of newsletters created by Visitor 2, as shown in Figure 6-3.

   Figure 6-3 MyNewsletters Portlet (Financial Advisor, Visitor 2)

   
    

2. Click the Create Newsletter link. The portlet expands so that you can create a new newsletter, as shown in Figure 6-4.

   Figure 6-4 My Newsletters—New Newsletter (Financial Advisor, Visitor 2)

   
    

3. Enter text in the Title, Summary, and Commentary fields; select the language and audience from the corresponding drop lists; and then click the Create button. The newsletter is added to the list, as shown in Figure 6-8.

   Figure 6-5 My Newsletters—New Newsletter Created (Financial Advisor, Visitor 2)

   
    

   The new newsletter is now ready to be reviewed by the approver.

4. To return the portlet to its original size, click the Finished button.

 

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Review Newsletters Portlet (for Approvers)

The Review Newsletters portlet is only available to Visitor 1. This portlet contains a list of newsletters created by the financial advisors. With this portlet, you can approve, reject, or remove newsletters. This portlet demonstrates providing customized content through SPI implementation and Content Selectors.

Java Source: examples/sampleportal/newsletter

JSP Source: sampleportal/sampleportal/portlets/newsletter

To learn more about the Review Newsletters portlet, complete the following steps:

1. Login as "visitor1". The Newsletter portlet for the approver contains a list of newsletters created by the financial advisors, as shown in Figure 6-6

   Figure 6-6 ReviewNewsletters Portlet (Approver, Visitor 1)

   
    

2. Click a newsletter link with an In Review status. The portlet expands so that you can read the newsletter and change its status, as shown in Figure 6-7.

   Figure 6-7 Review Newsletters Portlet—Edit (Approver, Visitor 1)

   
    

3. Change the status of the newsletter to approved, and then click the Apply button. The list on the left side of the portlet updates, as shown in Figure 6-8

   Figure 6-8 Review Newsletters Portlet—Edited (Approver, Visitor 1)

   
    

4. To return the portlet to its original size, click the Unmaximize button.

5. Logout as Visitor 1.