Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to UI Customization

• Customizing Portal Look and Feel
  • Adding Logo and Branding
  • Modifying Portal Style Sheets
  • Customizing Page Layout and Design
  • Changing Portal Text
  • Creating Customized Experiences for Specific Groups
• Customizing Portal Functionality
  • Customizing Portal Login
  • Modifying Portal Navigation
  • Adding New Functionality to Portal Pages
  • Customizing and Extending Search
• Advanced UI Customization
  • Adding Functionality Using PEIs
  • Customizing Pages Using View Replacement
  • Adding New Pages Using Custom Activity Spaces
  • Using Advanced UI Customization Tools and Components
• Internationalizing UI Customizations
• Reference Material

Part I Customizing Portal Look and Feel

2 Portal Page Layout

• Top Bar
• Header and Footer
• Navigation
• Banner
• Body

3 Using Adaptive Page Layouts

• Available Adaptive Page Layouts
• Creating a Base Page Adaptive Page Layout
• Creating a Login Page Adaptive Page Layout
• Creating a Portlet Adaptive Page Layout
• Creating a Knowledge Directory Adaptive Page Layout
• Creating a Search Results Adaptive Page Layout
• Creating a Portlet Selection Adaptive Page Layout
• Creating a Community Selection Adaptive Page Layout
• Creating a My Account Adaptive Page Layout
• Creating an Error Page Adaptive Page Layout
• Creating an iPhone Adaptive Page Layout

4 Using Adaptive Styles (CSS Customization)

• Adaptive Styles Base Page Elements
• Adaptive Styles Navigation Elements
• Adaptive Styles Search Elements
• Adaptive Styles Editing Elements
• Adaptive Styles Directory Elements
• Adaptive Styles Portlet Elements
• Adaptive Styles User Elements
• Using Adaptive Styles to Customize Portlet Style and Layout
  • Syntax
  • Style Customizations
  • Constraints
• Using Adaptive Styles to Customize Page Layout
  • Syntax
  • Style and Branding Customizations
  • Page Element Customizations
• Implementing Localized Stylesheets for Adaptive Page Layouts

5 Customizing Portal Layout Using CSS - Legacy User Interface

• Customizing Portal Page Layout and Design
  • Syntax Guidelines
  • Customizing Layout
  • Customizing Style
  • Setting Constraints
  • Changing the Portal Color Scheme
• Customizing Portlet Layout and Style
  • Syntax Guidelines
  • Customizing Portlet Style
  • Setting Constraints
• Adding New Language Style Sheets
• Deploying Portal Style Sheet Customizations (CSS Mill)
  • CSS Mill Structure
  • Using the CSS Mill

6 Using String Replacement

• Customizing Existing Strings in Language Files
• Adding Strings to Language Files
• Example 1: Hello World Corporation
• Example 2: Custom Login Instructions

7 Customizing Experience Definitions

• Creating Experience Rules
• Creating a Custom Condition Type
  • Step 1: Create a Class (A*ConditionType)
  • Step 2: Create a Condition Type ID
  • Step 3: Implement the Compare Method
  • Step 4: Retrieve Values
  • Step 5: Register the Condition Type Class
  • Step 6: Deploy Your Custom Code
  • Step 7: Restart the Portal
  • Debugging

Part II Customizing Portal Functionality

8 Customizing Portal Login

• Customizing the Look and Feel of the Login Page
• Modifying Login Functionality

9 Customizing Portal Navigation

• Built-In Navigation Options
  • Navigation Pane Locations
  • Built-in Display Options
  • Customizing Built-In Display Options (portalconfig.xml)
    • Edit Portlet Preferences Icon
    • Table Spacing
    • Navigation Pane Width
    • Horizontal Dropdown Navigation Settings
• Creating a Custom Navigation Scheme
  • Example: Hello World Navigation Scheme
    • HelloWorldNavType (INavTypes)
    • HelloWorldNavView (IView)
  • Generating Navigation Links
    • URL Mediators
    • Creating Gatewayed URLs
  • Using Advanced JavaScript Navigation Elements (JSPortalmenus)
• Deploying a Custom Navigation Scheme
  • Example: Hello World Navigation Scheme
  • Viewing Your Customizations in the Portal
• Debugging and Troubleshooting
  • Technical Tips
  • Debugging

10 Customizing Portal Search

• Customizing Banner Search and Advanced Search
  • Customizing the Banner Search Box
    • Search Results Manager
    • SearchActions Programmable Event Interfaces (PEIs)
    • Adaptive Page Layouts
    • View Replacement
  • Customizing the Advanced Search Page
    • SearchActions Programmable Event Interfaces (PEIs)
    • View Replacement
  • Adding Search Boxes
    • Adding Pathways Search
• Customizing the Search Results Page
  • Using Search Results Portlets
  • Using Adaptive Page Layouts
  • Using View Replacement
  • Adding Properties to the Sort By Menu
  • Adding Search Categorization Properties
    • Defining Properties
    • Assigning Property Values
  • Improving Relevance Ranking
    • Best Bets (Banner Search)
    • Search Field Weightings (Banner Search)
    • Search Thesaurus
• Using Federated Search

Part III Advanced UI Customization

11 Portal UI Architecture

• Portal UI Layers
  • Portal UI Infrastructure
  • Portal Pages
• MVC Architecture
  • Example: Login MVC Pattern
• Activity Spaces
  • Example: Login Activity Space
• Session Management
• Request Control Flow
  • Interpreter Control Flow
  • Activity Space Control Flow
  • Experience Definition Control Flow
    • Login (Guest User) Evaluation
    • Page Request Evaluation
  • Adaptive Tag Control Flow
    • Tag Transformation Engine

12 Using PEIs

• Step 1: Choosing a PEI
• Implementing a PEI in a Custom Class
  • Example 1: Hello World Login PEI
  • Example 2: Login Usage Agreement
    • LoginAgreementActions
    • GuestLoginAgreementControl
    • MarkAsGuestControl
    • LoginAgreementRepostControl
  • Example 3: Banner Search Customization
    • Adding Strings to Search Queries
    • Adding Properties to Search Fields
    • Adding Constraints to Properties
    • Restricting Banner Search
• Step 3: Deploying a Custom PEI
  • Example: Deploying the Hello World Login PEI
  • Viewing Your Customization in the Portal
• Step 4: Debugging and Troubleshooting
  • Technical Tips
  • Debugging
• Lifecycle of a PEI
  • Step 1: Loading the PEI
    • Memory Debug Page
  • Step 2: Executing the PEI

13 Using View Replacement

• Identifying the Activity Space
  • Example: Hello World Login Page
• Creating a Custom View
  • Example: Hello World Login Page
• Deploying a Custom View
  • Example: Hello World Login Page
  • Viewing Your Customization in the Portal
• Debugging and Troubleshooting
  • Technical Tips
  • Debugging

14 Creating Custom Activity Spaces

• Activity Space Components
  • Activity Space
  • Display Page
  • Model
  • View
  • Control
• Step 1: Creating an Activity Space
  • Example: Sample Activity Space
• Step 2: Deploying a Custom Project
  • Example: Sample Activity Space
  • Viewing Your Customization in the Portal
• Step 3: Debugging and Troubleshooting
  • Technical Tips
  • Debugging

15 Accessing Portal Objects

• Using the Common Object Opener
  • Custom Activity Spaces and Non-Portal Pages
• Using ASURL and Redirect
  • ASURL
    • SetLinkGetSpaceIfCached
    • SetLinkCreateNewSpace
    • SetControl
    • AddInnerHTMLString
    • AddInnerHTMLElement
    • GetURLAsString
  • Redirect
    • SetLinkCreateNewSpace
    • SetControl
    • AddControlArgument
    • SetRedirect
    • SetIsHTTPRedirect
    • SetLinkToExternalURL

16 Adding Custom Images

• Image Service Structure
• Adding a Custom Image

17 Using VarPacks (Variable Packages)

• Example VarPack Uses
• Implementing a VarPack
  • Example: Hello World VarPack
• Deploying a Custom VarPack
  • Viewing Your Customization in the Portal
• Debugging and Troubleshooting
  • Technical Tips
  • Debugging

18 Deploying Custom Code Using Dynamic Discovery

• Dynamic Discovery Configuration Files
• Using Dynamic Discovery
  • Interface-Based Dynamic Discovery
  • Jar or DLL-Based Dynamic Discovery

Part IV Appendices and Additional References

A Portal Configuration Files

• Common Settings
• Plug-Ins
• Programmable Event Interfaces
• Utilities
• Object Descriptions
• Miscellaneous

B Portal API Documentation

• Adaptive Tags
• Portal UI Packages
• IDK API
• Scripting Framework API