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Customizing Liferay Portal for Business
                Needs



                @shubhamnagar
        Director – InfoAxon Technologies


                                           1
Discussion Points


Brief Introduction
                             Understanding Liferay         Environments,
about Liferay
                             Customization Scenarios       Tools &
                                                           Techniques
                                                           needed




             Key Customization                   Live Demo Action
             Approaches
Liferay – A Brief Introduction
                   Horizontal Portal Platform to Develop “Web Experiences”




                                                               Enterprise                 “Container”
                                      Online                   Application                for Web
                Employee
                                      Community                Integration                platform
                Intranet &
                                      Centric Social           Platform                   and diverse
                Extranet
Simple Web                            Network
                Platform                                                                  experiences
Site with                             Platform                               Extended     such as BI
CMS and
                             Web Content                                     Enterprise   Dashboards
Collaboration
                             Management                                      Service      , Big Data
                             Platform                                        Platforms    portals



                            100’s of
 Open Source                                       Extensive       Rich
                         “Application                                                       Rich
 with Liferay                                        Open      Integration
                         Portlets” to                                                     Security
    CE and                                         Standards   and Web UI
                           build Web                                                      Features
  Liferay EE                                        Support      Support
                          Experience
                                                                                                     3
Setting Context to Liferay Customization

                           Intranet         Extranet Extended
 Content Centric                                                     Integration
                         Collaboration      Enterprise Service
    Platform                                                          Platform
                          Platforms             Platforms
•Ranging from         •Employees            •Limited Content     •Liferay used more
 simple web site       connect and           BUT more             as Container
 to content centric    share information     dynamic web         •Brings existing
 portals.             •Typical Intranet      applications         services, data,
•E.g. news sites,      applications         •Services exposed     content from
 reports,             •Rich in Social and    to vendors,          other sources
 documents,            Collaborative Feel    customers,          •Renders Web
 information          •Enterprise Social     partners             applications by
 platforms             Networks             •Provides “Back       calling services to
•Less integration                            end” Services to     other systems
 with other                                  other web
 enterprise                                  interfaces
 systems




            Customization defined by “Character” of the Portal Platform

                                                                                        4
Setup of required environment, tool kits and techniques or
development approach to help customize Liferay for your Business
Needs

Environment, Tools and
Techniques for Liferay
Customization
                                                                   5
Customization Environment
                                              Liferay Developer
    Plugins SDK            Liferay IDE
                                                    Studio
• Command Line         • Uses Plugins SDK    • Pre-Bundled
  Based                • Available as:         version of Plugins
  Environment            • Extension of        SDK and Liferay
• Uses Apache Ant          Eclipse IDE for     IDE
  or Maven                 Liferay           • Mainly used for
• Generates a            • Bundled with        Liferay
  Skeleton Project         Liferay             Enterprise
• Location for             Developer           Development
  Customized               Studio
  Project              • For Development
• Used for Portlets,     using CE and EE
  Theme                  versions
  Development



                                                                    6
Key Customization Decisions
 Information       Taxonomy
                                  Hierarchy (or
                                                   Categorization
                                                                      Pre-defined
 Architecture                         not)                                Tags




   Content           Assets         Structure        Templates




                   Private or       Single or
    Sites         Public Sites    Multiple Sites
                                                   Personalization   Site Templates




   Role and      Organizational      Roles &          Identity
Authentication     Structure       Permissions      Integrations




 Portlets and    Reuse Analysis
                                  New Dynamic       External App
 Applications                        Apps           Integrations




Theme & Look       UI Design
                                  Navigational        Usability      Page Templates
  and Feel                           Model            Patterns          & Layout

                                                                                      7
Scenario – Content Centric Platform
 Example: Content Rich site with different
 content types
 Collaboration used to share content and
 interact around content
 Focus: Basic Customization Techniques and
 Methodology to adopt




                                             8
Creating the right information architecture for your Business

Information Architecture


                                                                9
Top Level Navigation




                       10
Vocabularies and Tags




                        11
In most cases it’s the content that drives usability and UI
decisions

Content


                                                              12
Content Publishing
Separate Basic        Identify “Structured”
Content               Content
•   Simple Web Page   Identify “Content
    Articles          Types”
•   Documents         •   FAQs
•   Media             •   HOW TO’s
                      •   Guides
                      •   KB Article
                      •   Glossary
                      •   Updates

                                              13
Publish Basic Web Content




                            14
Define Content Structure for
     New Content Types




                               15
Define New Content Items




                           16
Define Templates
Templates are scripts that tell Liferay how to
display content in the structure
Use your favorite script method (CSS, FTL,
Velocity Macros, XSL)
Each Structure is actually a XML document that
gets “Transformed” using above methods
resulting in dynamic HTML




                                                 17
Determine the overall Site Architecture for your solution

Sites and Organizations


                                                            18
Sites
Sites are “Content and Collaboration Spaces”
visualized for your business.
Each Site will have Its own
•   Set of public and private pages
•   Page Templates
•   Branding
•   Members
•   Content




                                               19
Site Creation




                20
Organization and Users
Optionally make an Organization
Populates Users to Organization




                                  21
Define Roles for your overall solution and create user identity
integrations if required

Roles and Identity Integrations


                                                                  22
Roles




        23
Identity Integrations




                        24
Workflows to enable content approval cycles

Workflows


                                              25
Configure Default Workflows




                              26
Once the overall structure is set, Use populate pages with portlets
and dynamic applications to create your web experience.

Creating Web Experiences
using Themes, and Portlets

                                                                      27
Build Web Experiences
Review Key Portlets that you wish to reuse
Develop CSS and Look and feel for Portlets
Define your own UI views and develop New
Portlets
Integrate other applications into Liferay using
Liferay Services API




                                                  28

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Liferay Portal Customizing to Business Needs

  • 1. Customizing Liferay Portal for Business Needs @shubhamnagar Director – InfoAxon Technologies 1
  • 2. Discussion Points Brief Introduction Understanding Liferay Environments, about Liferay Customization Scenarios Tools & Techniques needed Key Customization Live Demo Action Approaches
  • 3. Liferay – A Brief Introduction Horizontal Portal Platform to Develop “Web Experiences” Enterprise “Container” Online Application for Web Employee Community Integration platform Intranet & Centric Social Platform and diverse Extranet Simple Web Network Platform experiences Site with Platform Extended such as BI CMS and Web Content Enterprise Dashboards Collaboration Management Service , Big Data Platform Platforms portals 100’s of Open Source Extensive Rich “Application Rich with Liferay Open Integration Portlets” to Security CE and Standards and Web UI build Web Features Liferay EE Support Support Experience 3
  • 4. Setting Context to Liferay Customization Intranet Extranet Extended Content Centric Integration Collaboration Enterprise Service Platform Platform Platforms Platforms •Ranging from •Employees •Limited Content •Liferay used more simple web site connect and BUT more as Container to content centric share information dynamic web •Brings existing portals. •Typical Intranet applications services, data, •E.g. news sites, applications •Services exposed content from reports, •Rich in Social and to vendors, other sources documents, Collaborative Feel customers, •Renders Web information •Enterprise Social partners applications by platforms Networks •Provides “Back calling services to •Less integration end” Services to other systems with other other web enterprise interfaces systems Customization defined by “Character” of the Portal Platform 4
  • 5. Setup of required environment, tool kits and techniques or development approach to help customize Liferay for your Business Needs Environment, Tools and Techniques for Liferay Customization 5
  • 6. Customization Environment Liferay Developer Plugins SDK Liferay IDE Studio • Command Line • Uses Plugins SDK • Pre-Bundled Based • Available as: version of Plugins Environment • Extension of SDK and Liferay • Uses Apache Ant Eclipse IDE for IDE or Maven Liferay • Mainly used for • Generates a • Bundled with Liferay Skeleton Project Liferay Enterprise • Location for Developer Development Customized Studio Project • For Development • Used for Portlets, using CE and EE Theme versions Development 6
  • 7. Key Customization Decisions Information Taxonomy Hierarchy (or Categorization Pre-defined Architecture not) Tags Content Assets Structure Templates Private or Single or Sites Public Sites Multiple Sites Personalization Site Templates Role and Organizational Roles & Identity Authentication Structure Permissions Integrations Portlets and Reuse Analysis New Dynamic External App Applications Apps Integrations Theme & Look UI Design Navigational Usability Page Templates and Feel Model Patterns & Layout 7
  • 8. Scenario – Content Centric Platform Example: Content Rich site with different content types Collaboration used to share content and interact around content Focus: Basic Customization Techniques and Methodology to adopt 8
  • 9. Creating the right information architecture for your Business Information Architecture 9
  • 12. In most cases it’s the content that drives usability and UI decisions Content 12
  • 13. Content Publishing Separate Basic Identify “Structured” Content Content • Simple Web Page Identify “Content Articles Types” • Documents • FAQs • Media • HOW TO’s • Guides • KB Article • Glossary • Updates 13
  • 14. Publish Basic Web Content 14
  • 15. Define Content Structure for New Content Types 15
  • 16. Define New Content Items 16
  • 17. Define Templates Templates are scripts that tell Liferay how to display content in the structure Use your favorite script method (CSS, FTL, Velocity Macros, XSL) Each Structure is actually a XML document that gets “Transformed” using above methods resulting in dynamic HTML 17
  • 18. Determine the overall Site Architecture for your solution Sites and Organizations 18
  • 19. Sites Sites are “Content and Collaboration Spaces” visualized for your business. Each Site will have Its own • Set of public and private pages • Page Templates • Branding • Members • Content 19
  • 21. Organization and Users Optionally make an Organization Populates Users to Organization 21
  • 22. Define Roles for your overall solution and create user identity integrations if required Roles and Identity Integrations 22
  • 23. Roles 23
  • 25. Workflows to enable content approval cycles Workflows 25
  • 27. Once the overall structure is set, Use populate pages with portlets and dynamic applications to create your web experience. Creating Web Experiences using Themes, and Portlets 27
  • 28. Build Web Experiences Review Key Portlets that you wish to reuse Develop CSS and Look and feel for Portlets Define your own UI views and develop New Portlets Integrate other applications into Liferay using Liferay Services API 28