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Sun ONE Portal Server 6.2 Deployment Guide

Chapter 1
Overview of Sun ONE Portal Server

The Sun™ ONE Portal Server product is an identity-enabled portal server solution. It provides all the user, policy, and identity management to enforce security, web application single sign-on (SSO), and access capabilities to end user communities. In addition, Portal Server combines key portal services, such as personalization, aggregation, security, integration, and search. Unique capabilities that enable secure remote access to internal resources and applications round out a complete portal platform for deploying robust business-to-employee, business-to-business, and business-to-consumer portals. The Sun™ ONE Portal Server, Secure Remote Access (SRA) product provides additional secure remote access capabilities to access web- and non-web enabled resources.

Portal Server is a component of the Sun Java™ Enterprise System. Sun Java™ Enterprise System is a software system that supports a wide range of enterprise computing needs, such as creating a secure intranet portal to provide the employees of an enterprise with secure access to email and in-house business applications.

Each enterprise assesses its own needs and plans its own deployment of Java Enterprise System. The optimal deployment for each enterprise depends on the types of applications that Java Enterprise System is supporting, the number of users, the kind of hardware that is available, and other considerations of this type.

This chapter describes the basic ideas you need to understand before designing your portal. This chapter contains the following sections:


Understanding Portal Server

To begin understanding Portal Server, and how it fits in your organization, use this section to gather the necessary background information on the Portal Server product and lifecycle.

What Is a Portal?

A portal is an entry point to a set of resources that an enterprise wants to make available to the portal’s users. For some consumer portals, the set of resources includes the entire World-Wide Web. For most enterprise portals, the set of resources includes information, applications, and other resources that are specific to the relationship between the user and the enterprise. For service providers, the portal provides a point of entry to customer service applications as well as a controlled content aggregation service.

In general, a portal enables users to:

Resources can include the use of provider applications and utilities such as mail, file management, and storage facilities.

Overview of a Portal Server 6.2 Deployment

A Portal Server 6.2 deployment consists of:

The combination of the above software provides the following capabilities to your organization:

Examples of How Portal Server 6.2 Satisfies Business Needs

Depending on your organization’s requirements and business needs, your portal deployment will vary. The following section provides a high-level look at how three organizations have deployed Portal Server. Use the information in this section to generate ideas that will help you more effectively deploy Portal Server in your organization.

Business-to-Employee Portal

This multinational company, which manufactures a wide range of products, has hundreds of thousands of employees located around the world, grouped in hundreds of business units. Thus, the company has a highly-distributed computing environment.

Previously, the company relied on a static portal for employee communications, which proved inefficient in meeting its business needs. The company decided to move to a dynamic portal where employees could get personalized access to company information. The portal needed to be configured to support multiple organizations and user roles, and to provide access to internal sites from the company’s intranet.

Table 1-1 summarizes this organization’s goals and presents the Portal Server feature or capability that meets this goal.

Table 1-1  Business-to-Employee Portal Server Example Goals  

Goals

Portal Server Feature or Benefit That Meets This Goal

Improve information delivery to the company’s distributed workforce

With technology changing at an ever-increasing speed, the company needed a solution that would facilitate knowledge sharing and collaboration among its employees. Divisions within the company are spread across disparate geographic locations and time zones, and so the portal aggregated content from disparate sources. The portal provided employees with a single point for accessing all their applications, content, and services.

Enable employees to authenticate just once

Portal Server’s single sign-on (SSO) and authentication were implemented with an existing Secure ID infrastructure for security and authentication, both to the portal and other existing internal sites. Users only need sign on one time and are authenticated to all appropriate internal sites and applications.

Improve employee-to-employee communication

By bridging together different sources of information in their native form, workers were able to easily share information and collaborate in real time by using web-based email and calendaring.

Provide a Portal Desktop for a variety of purposes

The Portal Desktop was configured in such a way to use color to indicate channel function (personal, corporate, or business-related). The Portal Desktop also included mandatory channels required for all users, which are not removable by users; default channels, which are automatically selected by an administrator; and available channels, which are created by global or delegated administrators, that users can select from.

Provide for high-availability and reliable access across geographic sites

To meet these requirements, this company developed a portal architecture that included three separate geographic installations, failover between these main locations, and load balancing within each installation. LDAP replicas are placed at each installation, obtaining their information from a master LDAP at the main data center, which is also configured for HA failover.

Implement a centralized administrative model that also enables delegated administration

Identity Server provides role-based delegated administration capabilities to different kinds of administrators to manage organizations, users, policy, roles, channels, and Portal Desktop providers based on the given permissions. For example, within business units, delegated administrators can add or remove channels for their particular line of business.

Business-to-Consumer Portal

This travel company markets various vacation destinations and ancillary businesses, and needed a business-to-consumer portal to help develop a direct relationship with end customers. The portal needed to serve as the mechanism to execute a strategy moving away from travel agencies to a direct consumer relationship.

Table 1-2 summarizes this organization’s goals and presents the Portal Server feature or capability that meets this goal. In this table, the first column gives the goal. The second column describes the Portal Server feature or benefit that meets this goal.

Table 1-2  Business-to-Consumer Portal Server Example Goals  

Goals

Portal Server Feature or Benefit That Meets This Goal

Understand customers better to make it easier to do business with them (serve their needs)

Portal Server enabled the consolidation of numerous applications, providing single-point access for both customers and employees. The company saw immediate benefits including strengthened customer service relationships due to this consolidation.

Save money

Because the company was spending large amounts of money on IT, with no slowdown foreseen in the future, the company needed to find a way to lower expenses. The portal provided a single point of system management, helping to reduce the company’s IT complexity and cost.

In addition, rather than manage multiple portal projects that might later need to be combined using expensive consulting services that will duplicate effort and infrastructure, Portal Server empowers and enables IT administrators to learn and manage a single platform.

Offer new products or services to customers

Customers access the company’s offerings through a web services portal, which provides access to a broad range of internal and external tools including market research, personalized feeds, pricing and configuration, product data, and presentations. This centralized services portal boosts productivity by giving customers a single point of access for all data, services, and online resources.

Communicate new information consistently and quickly

The portal solution deploys technology that enabled this company to lower operating costs while delivering personalized content to its customers. Users were able to customize their portals to deliver the most important and relevant information to them. The portal also provides extended features (such as customer support) to registered customers.

Internet Service Provider Portal

This company provides a full range of telecommunications services and products, is a leading service provider in its country, and needed to quickly transition from a telephone services company to a communications service provider. In response to new customer demands, as well as strong competitive threats, the company decided to build a solution that would include an affordable Internet access as well as small business services such as fax and email, supplementing and eventually replacing standard telephone services.

The company developed a solution that was a comprehensive, end-to-end portal framework to delivery Internet service and applications.

Table 1-3 summarizes this organization’s goals and presents the Portal Server feature or capability that meets this goal.

Table 1-3  Internet Service Provider Portal Server Example Goals  

Goals

Portal Server Feature or Benefit That Meets This Goal

Ease of development

J2EE™, LDAP, and XML standards enabled the organization to leverage existing investments. In addition, Portal Server provided a reliable foundation with integrated transaction management, load balancing, and failover capabilities for the delivery of J2EE-technology-based applications.

Ready adaptability of system components

The flexible design enabled the organization to create a system blueprint, allowing the architecture to be applied to multiple industries and customers.

Scalability and availability of IT architecture

The portal architecture easily scaled both horizontally and vertically without sacrificing performance. The company has the capacity of growing and handling a customer base of hundreds of thousands of subscribers in conjunction with thousands of concurrent users. As the company adds more servers to its infrastructure, it will have the capacity of supporting more than one million users. Other major benefits include availability and reliability. The company is now available 99.99 percent of the time.

Secure Web-enabled transactions

The organization’s assets and confidentiality are protected by transacting vital information securely over the Web.

More intuitive system management

The portal architecture was easy to administer, making it both organized and controllable. The delegated administration feature enabled the service provider to share directory administration with its customers. As a result, customers were able to achieve the flexibility necessary to manage their own directories privately and securely.

Faster time to market

Because there was an integration methodology in place, implementing best-of-breed commercial off-the-shelf products now requires less time, and generates greater return on investment (ROI).

Portal Server Life Cycle

The previous section illustrates an important point in deploying Portal Server, namely the Portal Server product life cycle. In general, any product deployment can be broken down into the following sequence of events, or life cycle:

This guide attempts to use this life cycle to ensure the success of your portal deployment. See Chapter 6, "Understanding the Portal Deployment Life Cycle" for more information on managing a portal project.

Portal Server Resources

This section provides general information about Portal Server resources. See Chapter 2, "Sun ONE Portal Server Architecture" for a complete architectural description.

JavaServer Pages Technology

To generate the rendered Portal Desktop user interface (what the industry refers to as the “presentation”), Portal Server makes use of either JavaServer Pages™ (JSP™) technology or template files (HTML). JSP technology is preferred because it enables a much easier customization process without having to change the provider Java™ classes. JSP technology also provides a way to enable a strict separation of business and presentation logic. Specifically, this means having the business logic in the provider classes and presentation logic in JSP technology.

In JavaServer Pages technology, actions are elements that can create and access programming language objects and affect the output stream. JSP technology supports reusable modules called custom actions. You invoke a custom action by using a custom tag in a JSP file. A tag library is a collection of custom tags. The Portal Desktop custom tag library contains tags that you use to perform Desktop operations for JSP code.

Before tag libraries, JSP code was difficult to maintain because you were forced to use JavaBeans™ components and scriptlets as the main mechanism for performing tasks. Custom actions, that is, a tag library, alleviate this problem by bringing the benefits of another level of componentization to JSP code. A tag library encapsulates recurring tasks so that they can be reused across more than one application.

The Portal Server Desktop tag library consists of six parts:

See the Sun ONE Portal Server 6.0 Desktop Customization Guide for more information on JSP technology and Portal Server.

Portal Desktop Content

The Portal Desktop provides the primary end-user interface for Portal Server and a mechanism for extensible content aggregation through the Provider Application Programming Interface (PAPI). The Portal Desktop includes a variety of providers that enable container hierarchy and the basic building blocks for building some types of channels. For storing content provider and channel data, the Portal Desktop implements a display profile data storage mechanism on top of an Identity Server service. You can edit the display profile and other Portal Desktop service data through the Identity Server administration console.

The Portal Desktop displays portlets which are pluggable web components that process requests and generate content within the context of a portal. In the Sun ONE Portal Server software, portlets are managed by the Portlet Container. Conceptually, portlets are equivalent to the Providers. Sun ONE portlets are JSR 168 compliant.

Configuration Data

As an Identity Server application, Portal Server defines services that are managed using the Identity Server service management system. Generally, any service-related data that is not server-specific is stored in the directory service. Server-specific data can be stored in properties files that are local to the specific server.

In addition, Portal Server uses certain files to manage the configuration of the Portal Desktop and Search services. The Portal Desktop configuration file, desktopconfig.properties, defines server-specific parameters.

The Search service uses the following configuration files: classification.conf, filter.conf, filterrules.conf, and robot.conf files. The convert.conf and import.conf files are generated by the Search server. Do not manually edit these files. The search.conf file lists all the specific search values you have set.

At installation time, you are given the option of defining values or using the default values for the base directory (/opt), the deployment URI (/portal) and the deploy instance (cate.sesta.com).

See the Sun ONE Portal Server 6.2 Administrator’s Guide for more information on product configuration files.

Application Data

Portal Server stores certain data in the user’s profile that is passed to back-end applications. For example, the User Preference channel stores NetMail service data (user preferences for using NetMail). Application data also includes Rewriter rulesets.

Site Data

Portal Server uses the local file system to store data specific to a particular instance or node. Site data includes the identity-server-install-root/SUNWam/lib/AMConfig.properties file and the /etc/opt/SUNWps/desktop/desktopconfig.properties file file.

Portal Server, Secure Remote Access

The Portal Server, Secure Remote Access (SRA) offers browser-based secure remote access to portal content and services from any remote browser. SRA is a cost-effective, secure access solution that is accessible to users from any browser enabled with Java technology. SRA eliminates the need for additional client software. Because SRA is integrated with Portal Server, users receive secure encrypted access to the content and services that they have permission to access.

Using SRA, you can install your portal in secure mode. Secure mode provides users with secure remote access to required intranet file systems and applications.

Secure mode uses the SRA gateway, which typically resides in the demilitarized zone (DMZ). The gateway provides a single secure access point to all intranet URLs and applications, thus reducing the number of ports to be opened in the firewall. All other Portal Server services such as Session, Authentication, and the Portal Desktop reside behind the DMZ in the secured intranet. Communication from the client browser to the gateway is encrypted using HTTPS (over Secure Sockets Layer). Communication from the gateway to the server and intranet resources can be either HTTP or HTTPS.

See Chapter 3, "Sun ONE Portal Server, Secure Remote Access Architecture" for more information.


Note

You can provide secure access to users of web-enabled resources by running Portal Server in open mode with the HTTPS protocol. However, without SRA, you cannot provide secure remote access to file systems or TCP/IP applications.


Migrating to a New Version of Portal Server

Migrating from Portal Server 3.0 to Portal Server 6.2 requires a different set of deployment requirements that are outside the scope of this document. Several new features in Portal Server 6.2 require format changes in the data store of Portal Server 3.0 because of the new access layer and Identity Server APIs that Portal Server now uses.

The Portal Server 3.0 Data Migration Tool Suite provided with Portal Server 6.2 enables you to migrate the following:


Independent Software Vendor Integrations with Portal Server

This section provides an overview of some of the independent software vendor (ISV) integrations that exist for Portal Server.

Integration Types

Listed below are some types of Portal Server integration.

The “depth” to which user interface integration occurs with Portal Server indicates how complete the integration is. Depth is a term used to describe the complementary nature of the integration, and points to such items as:

In general, the degree to which an application integrates in Portal Server can be viewed as follows:

The following sections provide a look at some of the ISVs by category.

Collaboration and Application Emulation ISVs

ISVs in this category include:

Content and Document Management ISVs

Most portals provide some support for content management. However, in general, analysts agree that portals need to be supplemented by a dedicated content management system (CMS). While portals usually handle content through search and display functions, they generally do not provide for creating and adding portal content. This is where a content management system comes in.

ISVs in this category include:

Content Syndication ISVs

ISVs in this category include:

Enterprise Applications ISVs

ISVs in this category include:

Personalization, Business Intelligence, and Analysis ISV

The ISV in this category is:

Rapid Portlet and Web Services Development ISVs

ISVs in this category include:


Types of Portal Deployments

Three general types of portals are in use today: business-to-employee (B2E), business-to-consumer (B2C), and business-to-business (B2B). Each type has its own special needs, and Portal Server has features to support each type.


Note

Another type of portal that deserves mention is business-to-everyone, usually implemented by carriers and ISPs.


The following sections describe the various types of portals.

Business-to-Employee Portal (B2E)

B2E portals provide a collection of information and applications from the company’s internal network. These portal services are accessed by employees in their offices as well as by remote, travelling, and telecommuting employees from any web-enabled browser on the Internet. B2E portals include features such as:

Portal Server enables companies to establish secure employee portals using existing enterprise authentication mechanisms and additional one-time password and certificate-based authentication for Internet-based access. Furthermore, Portal Server is capable of presenting employee portals on the intranet using only standard HTTP port 80, and on the Internet using only secure HTTPS on port 443.


Note

When deploying a B2E portal, you can use SRA to install a gateway, if desired. However, most often a B2E portal is only accessible behind a firewall, so SRA is not required.


Business-to-Consumer Portal (B2C)

B2C portals generally grant access to anyone on the Internet, without using secure authentication and encrypted communication. These portals typically sell products and services to anyone visiting the site. B2C portals often provide extended features (such as customer support) to registered customers, who also might or might not be paying customers. It is well known that the longer a user visits a site the more likely it is for a purchase to be made. Thus, many portals have increased their “stickiness” through the addition of syndicated content that helps to prolong site visits.

The Portal Server architecture enables companies to build B2C portals by extending Sun ONE or third-party commerce applications to customers on any web-enabled browser. Portal Server’s membership management services can be used to help build user communities through self-administered membership modules. Management services can also enforce policy-based access so that enhanced services are only provided to customers who have paid for them. You incorporate applications and content into B2C portals through channels that can be configured both by the hosting company and by individuals. Giving users power to control their portal experience increases the likelihood of return visits. To further increase site stickiness, you can configure search engines and syndicated content (such as news feeds) for user access.


Note

Open anonymous mode is a good example of how B2C portals enable non-personalized (non-profiled) access.


Business-to-Business Portal (B2B)

B2B portals establish extranet connections through which companies and their suppliers and partners can more effectively communicate and collaborate. Suppliers can better match supplies to demand when they have direct access to ERP systems that handle the sales and production process. Consultants can be more effective when they have direct access to engineering specifications and diagrams. And company accountants can more quickly meet tax deadlines when they can get data directly from company accounting systems. Because B2B portals are designed for sharing business-critical information with third parties, security is of paramount importance. B2B portals must provide the means to authenticate the identity of their visitors, and once access is authorized, securely encrypt the data as it passes between the portal and the authorized users.

When used to support B2B portals, Portal Server can be configured to use strong authentication techniques ranging from one-time passwords to unforgeable X.509 certificates. Even before the authentication process is initiated, connections to Portal Server can be encrypted with HTTPS sessions with keys up to 128 bits in length. Once users are authorized, Portal Server can provide access to company information based on the user’s identity, group, or organization. User access can be as fine-grained as is necessary for your site.


Note

Because security is so important for B2B portals, you need to deploy a secure portal running SRA for HTTPS sessions. See Chapter 3, "Sun ONE Portal Server, Secure Remote Access Architecture" for more information.


Portal Server can provide access to just about any kind of information that business partners need. Access to UNIX and Microsoft Windows applications is provided through Citrix technologies. Applications using Java technology applets and even proprietary protocols can be supported through SRA Netlet software. Terminal emulation is also available, giving partners access to command-line interfaces ranging from standard Telnet to mainframe applications.


Portal Deployment Architecture

Usually, but not always, you deploy Portal Server software on the following different portal nodes (servers) that work together to implement the portal:

Figure 1-1 shows the high-level architecture of a typical installation at a company site for a business-to-employee portal. In this figure, the gateway is hosted in the company’s DMZ along with other systems accessible from the Internet, including web servers, proxy/cache servers, and mail gateways. The portal node, portal search node, and directory server, are hosted on the internal network where they have access to systems and services ranging from individual employee desktop systems to legacy systems.


Note

If you are designing an ISP hosting deployment, which hosts separate Portal Server instances for business customers who each want their own portal, contact your Sun ONE representative. Portal Server requires customizations to provide ISP hosting functionality.


In Figure 1-1, users on the Internet access the gateway from a web-enabled browser and connect to the gateway at the IP address and port for the portal they are attempting to access. For example, a B2B portal would usually allow access to only port 443, the HTTPS port. Depending on the authorized use, the gateway forwards requests on to the portal node, or directly to the service access on the enterprise internal network.

Figure 1-1 illustrates some of the components of a portal deployment but does not address the actual physical network design, single points of failure, nor high availability. See Chapter 7, "Creating Your Portal Design", for more detailed information on portal design.

Figure 1-1  High-level Architecture for a Business-to-Employee Portal

This figure shows various components used by Portal Server


Establishing Quality Goals

When deploying Portal Server, think about the quality goals you want to establish for your organization. Some of these goals might include:



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