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Administration Guide

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Introduction to BEA WebLogic Portal Administration

An Administrator's Portal Primer

Portal Features

User Management

Group Portals

Delegated Administration

Portal and Portlet Management

Personalization

Campaigns

Roadmap for Administering a Portal

How Do I Administer a Portal?

Starting and Logging in to the Administration Tools

Starting the WebLogic Portal Administration Tools

Starting the E-Business Control Center

Logging in to the Tools

How Do I Get Started?

 

Part I. Administering Portals—Tutorial

Tutorial - Creating Administrative Users

Step 1: Add a User

Step 2: Make the User Eligible to Manage Portals

Step 3: Grant Portal Administration Rights to the User

Step 4: Log in as the New Portal Administrator

Tutorial - Administering a Portal

Step 1: View the Existing Portal

Step 2: Make Skins and Layouts Available in the Portal

Step 3: Create a Portal Page and Add a Portlet

Step 4: Synchronize the Modified Portal

Step 5: Use the New Skins, Layouts, and Portlets

Step 6: View the Modified Portal

Tutorial - Creating a Portal and Group  Portal

Step 1: Create and Deploy a Portal

Step 2: Making the Default Portlet Visible

Step 3: View the Default Group Portal Site

Tutorial - Creating a Group Portal

Step 1: Create a Group on Which to Base the Group Portal

Step 2: Create a Group Portal in an Existing Portal

Step 3: Customize the Group Portal

Step 4: View the Group Portal Site

 

Part II. Administering Portals

Administering Users and Groups

Before You Begin: Security for Users

Changing the Default Administrators and Passwords

Creating and Managing Users

Creating Users

Modifying and Deleting Users

Changing User Passwords

Changing User Properties

Deleting Users

Creating and Managing User Groups

Creating User Groups

Adding Users to User Groups

Removing Users from Groups

Modifying and Deleting User Groups

Viewing Group Members

Changing Group Properties

Adding Groups to Groups

Deleting Groups

Creating and Managing Group Portals

Step 1: Create a Group to Be Used in a Group Portal

Step 2: Create a Group Portal

Step 3: Set up Group Portal Administrators

Creating Administrative Users

Creating WebLogic Server System Administrators

Creating a WebLogic Server System Administrator

Removing WebLogic Server System Administrators

Creating Portal System Administrators

Creating a Portal System Administrator

Removing Portal System Administrators

Creating Portal Administrators

Creating a Portal Administrator

Removing Portal Administrators

Creating Group Portal Administrators

Creating a Group Portal Administrator

Changing Group Portal Administrators to Portal Administrators

Removing Group Portal Administrators

Creating Groups to Control Page and Portlet Access

Creating Entitlement Segments

Modifying and Deleting Entitlement Segments

Creating Groups to Target Content to Customers

Creating Customer Segments

Modifying and Deleting Customer Segments

Administering Portal and Portlet Attributes

Modifying Portal Characteristics

Modifying Portal Characteristic Definitions

Modifying General Characteristic Definitions

Modifying Availability of Characteristics for Portals

Modifying Availability of Characteristics for Portal Pages

Modifying a Portal Look and Feel

Selecting Skins

Selecting and Ordering Pages

Editing Attributes for a Page

Editing Layouts for a Page

Selecting and Arranging Portlets on a Portal Page

Modifying Portlet Characteristics

Modifying Portlet Characteristic Definitions

Modifying the Portlet Look and Feel

Editing Portlet Attributes

Synchronizing the New Portal Data to the Application

Establishing Portal Access Using Group Portals

Set Entitlements for Portal Pages

Set Entitlements For Portlets

Personalization and Interaction Management

Targeting Customers with Portal Content

Targeting Customers with Advertisements

Creating Campaigns

Campaign Prerequisites

Create Triggers

Create Content

Defining Campaigns

Step 1: Creating a Campaign File

Step 2: Entering General Campaign Information

Step 3: Creating Scenarios and Actions

Creating Scenarios

Creating Scenario Actions

Modifying and Deleting Scenarios and Actions

Step 4: Defining Campaign Start and Stop Criteria

Setting the Campaign Start Date and Time

Ending a Campaign Using Dates and Times

Using Goals to End a Campaign

Step 5: Synchronizing the Campaign

Debugging and Modifying Campaigns

Debugging Campaigns

Modifying Campaigns

Deleting Campaigns

Deactivating and Reactivating Campaigns

Reactivating Campaigns That Have Ended
Because of Goals Being Met

Administering Commerce Services

Creating and Administering a Catalog

Starting the Catalog Management Tools

Add Categories and Items to the Catalog

Adding Categories to the Catalog

To create subcategories in a existing category:

Adding Items to the Catalog

Modify Categories and Items in the Catalog

Assigning Items to Categories

Editing the Attributes for Categories and Items

Deleting Items or Removing Items from One or More Categories

Deleting an Item from the Catalog

Removing an Item From One or More Categories

Removing Categories

Moving Items from One Category to Another Category

Administering Customer Order Information

Locating Orders

Updating Order Status

Administering Customer Payment Information

Searching for Payments

Authorizing Transactions

Administering Discounts

Defining a New Discount and Attributes

Define a New Discount

Establish the Discount Duration and Overall Limit

Saving, Finalizing, and Synchronizing a Discount

Saving, Finalizing, and Synchronizing

Requirements for Saving and Finalizing a Discount

Saving a Discount

Finalizing a Discount

Synchronizing a Discount

Finding Existing Discounts and Items

Browsing a Catalog

Searching a Catalog

Locating an Existing Discount Quickly

Modifying an Existing Discount

Controlling Active Status and Deleting Discounts

Activating and Deactivating Discounts

Deleting an Existing Discount

System Administration

Post Configuration Wizard Tasks

Starting and Stopping the Server

Starting and Stopping WebLogic Portal Sample Domains

Starting and Stopping Domains Created with the Configuration Wizard

Running WebLogic Portal as a Windows Service

About PointBase

Installing as a Windows Service

Uninstalling as a Windows Service

Setting up the E-Business Control Center

Database Administration

Supported Databases

About PointBase

Starting and Stopping PointBase

Starting the PointBase Console

Switching to Other Databases

Step 1: Configure Your Database

Step 2: Edit db_settings.properties for Your Database Environment

Step 3: Start the Server

Step 4: Set up the Connection Pools and Realm in the WebLogic Server Console

Step 5: Stop the Server

Step 6: Edit db_settings.properties to Uncomment Your Database

Step 7: Run create_db

Step 8: Start the Server

Step 9: Run loadads and loaddocs

Step 10: Run sync

Step 11: Oracle Only - Rebuild Indexes

About Database Schemas

Backup and Recovery

Performance Tuning

Adjust Database Connections Available at Startup

Catalog Size

Campaigns

Increase Ad Display-Count Buffer Size

Location of Java Virtual Machines (JVMs)

Using the JRockit Virtual Machine

Using the HotSpot Virtual Machine

Internationalization Performance Tuning

Persisting Behavioral Tracking Data

Step 1: Understanding Data Storage and Table Structure

Relational Databases

Database Directory Paths

Behavior Tracking Database Schema

EVENT Database Table

The EVENT_ACTION Database Table

The EVENT_TYPE Database Table

Constraints and Indexes

Step 2: Create the Behavior Tracking Databases

Creating a Database for a Development Environment

Creating Databases for a Production Environment

Step 3: Enable the Behavior Tracking Listener

Step 4: Configure the Behavior Tracking Service

Configure a Data Source (Optional)

Database Schemas

Campaign Database Schemas

The Entity-Relation Diagram for Campaign Manager Database Tables

List of Tables Composing the BEA Campaign Manager

The Campaign Manager Data Dictionary

The SCENARIO_END_STATE Database Table

Event Database Schemas

Data Storage

Relational Databases

Database Directory Paths

Behavior Tracking Database Schema

The EVENT Database Table

The EVENT_ACTION Database Table

The EVENT_TYPE Database Table

Constraints and Indexes

Catalog Database Schemas

The Entity-Relation Diagram for the Core Product Catalog Tables

Product Catalog Tables

The CATALOG_ENTITY Database Table

The CATALOG_PROPERTY_KEY Database Table

The CATALOG_PROPERTY_VALUE Database Table

The WLCS_CATEGORY Database Table

The WLCS_PRODUCT Database Table

The WLCS_PRODUCT_CATEGORY Database Table

The WLCS_PRODUCT_KEYWORD Database Table

Defined Constraints for Product Catalog Tables

Order and Discount Database Schemas

The Entity-Relation Diagram for the Order and Discount Tables

The Order Processing Data Dictionary Tables

The DISCOUNT Database Table

The DISCOUNT_ASSOCIATION Database Table

The ORDER_ADJUSTMENT Database Table

The ORDER_LINE_ADJUSTMENT Database Table

The WLCS_CREDIT_CARD Database Table

The WLCS_CUSTOMER Database Table

The WLCS_ORDER Database Table

The WLCS_ORDER_LINE Database Table

The WLCS_SAVED_ITEM_LIST Database Table

The WLCS_SECURITY Database Table

The WLCS_SHIPPING_ADDRESS Database Table

The WLCS_SHIPPING_METHOD Database Table

The WLCS_TRANSACTION Database Table

The WLCS_TRANSACTION_ENTRY Database Table

Defined Constraints in the Order Database Schema

Personalization Database Schemas

The Entity-Relation Diagram for WebLogic Portal Personalization

List of WebLogic Portal Personalization Tables

The Personalization Server Data Dictionary

The AD_BUCKET Database Table

The AD_COUNT Database Table

The DATA_SYNC_APPLICATION Database Table

The DATA_SYNC_ITEM Database Table

The DATA_SYNC_SCHEMA_URI Database Table

The DATA_SYNC_VERSION Database Table

The DOCUMENT Database Table

The DOCUMENT_METADATA Database Table

The ENTITLEMENT_RULESET Database Table

The ENTITY Database Table

The GROUP_HIERARCHY Database Table

The GROUP_SECURITY Database Table

The MAIL_ADDRESS Database Table

The MAIL_BATCH Database Table

The MAIL_BATCH_ENTRY Database Table

The MAIL_HEADER Database Table

The MAIL_MESSAGE Database Table

The PLACEHOLDER_PREVIEW Database Table

The PROPERTY_KEY Database Table

The PROPERTY_VALUE Database Table

The SAMPLE_UUP_INFO Database Table

The SEQUENCER Database Table

The USER_GROUP_CACHE Database Table

The USER_GROUP_HIERARCHY Database Table

The USER_PROFILE Database Table

The USER_SECURITY Database Table

The WEBLOGIC_IS_ALIVE Database Table

Defined Constraints

Portal Database Schemas

The Entity-Relation Diagram for the Portal and Portlet Tables

List of Tables Comprising the Portal Management Package

The Portal Management Data Dictionary

The LAYOUT Database Table

The PORTAL Database Table

The PORTAL_P13N Database Table

The PORTAL_P13N_LAYOUT Database Table

The PORTAL_P13N_SKIN_POOL Database Table

The PORTAL_PAGE Database Table

The PORTAL_PAGE_P13N Database Table

The PORTAL_PAGE_P13N_LAYOUT_POOL Database Table

The PORTLET Database Table

The PORTLET_P13N Database Table

The PORTLET_PLACEHOLDER Database Table

The RESOURCE_GROUP_ADMIN Database Table

The SKIN Database Table

Defined Constraints

 

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