Make Your IBM Connections Deployment Your Own: Customize It!

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This session was held at the Engage UG Event in Breda (NL) 2014.
IBM Connections offers a lot of customization possibilities to enable you to have the platform comply to your corporate standards or exhaustive needs.
In this session we will explore all customization options available and will show you examples on customizations on UI, notifications, profiles, Richtext Editor, metric reports and more.
This will allow you to better decide what you want to customize and should offer you a technical starting point for your own customizations

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Make Your IBM Connections Deployment Your Own: Customize It!

  1. 1. Make  Your  IBM  Connec/ons   Deployment  Your  Own:   Customize  It!   Klaus  Bild,  Belso@  AG     Wannes  Rams,  GFI   1  #engageug  
  2. 2. About  Us  –  Klaus  Bild   2  #engageug   kbild.ch twitter.com/kbildlinkedin.com/in/kbild
  3. 3. About  Us  –  Wannes  Rams   3  #engageug   wannes.rams.be twitter.com/wannesramslinkedin.com/in/wannesrams
  4. 4. About  this  Presenta/on   http://www.slideshare.net/palmke/show301-make-your-ibm-connections-deployment-your-own- customize-it-30628456 4  #engageug  
  5. 5. Goal  of  this  Presenta/on   5  #engageug   Show you live what can be customized and give you a starting point for your own customizations
  6. 6. Agenda  in  Orlando   •  Introduction •  User Interface •  Login Page •  Notifications •  Getting Started Page •  Communities •  Wikis •  Profiles •  Richtext Editor •  Media Gallery Object Types •  Mobile App •  Reports •  Desktop Plugin •  IBM Connections Content Manager 6  #engageug  
  7. 7. Todays  Agenda   •  Introduction •  User Interface •  Login Page •  Notifications •  Getting Started Page •  Communities •  Wikis •  Profiles •  Richtext Editor •  Introduction •  Notifications •  Profile Types •  Wikis •  Profiles Widgets •  Richtext Editor 7  #engageug  
  8. 8. Introduc/on  –  So,  who  are  you?   8  #engageug  
  9. 9. Introduc/on  –  Our  environment   •  Microsoft Windows Server 2008 R2 •  IBM Connections 4.5 CR3 (IBM Domino LDAP, single box installation) •  CONNECTIONS_CUSTOMIZATION_DEBUG enabled •  Next Generation Theme •  Profile templateReloading in profiles-config.xml set to 15 secs •  Login credentials stored in soap.client.properties -> Always disable debug & reloading settings in production! 9  #engageug  
  10. 10. Introduc/on  –  Remarks   •  We use following abbreviations: •  custom_dir:  Customiza/on  directory,  check  the  WebSphere  variable   CONNECTIONS_CUSTOMIZATION_PATH     (here  D:IBMConnectionsdatasharedcustomization )     •  provision_dir:  Provision  directory,  check  the  WebSphere  variable   CONNECTIONS_PROVISION_PATH   (here  D:IBMConnectionsdatasharedprovision)     •  profiles_dir:  WebSphere  profiles  directory     (here  D:IBMWebSphereAppServerprofiles)     •  htdocs:  HTTP  Server  htdocs  directory     (here  D:IBMHTTPServerhtdocs)   10  #engageug  
  11. 11. No/fica/ons  –  Example   11  #engageug   Custom  colors,  logo Custom   text Changed   sender
  12. 12. No/fica/ons  –  Example   12  #engageug   Change  default  weekly   newsle8ers  to  daily
  13. 13. How  to  –  Change  Text   •  Open following folder: profiles_dirDmgr01configcells connectionsCell01LotusConnections-confignotifications •  Here you can find the source files for all the different notifications 13  #engageug  
  14. 14. How  to  –  Change  Text   •  Open notification(_en).properties in the resourcesnls folder 14  #engageug  
  15. 15. How  to  –  Change  Text   •  Change the text IBM Connections to IBM Connect 14 •  Do the same for each language file which you want to use 15  #engageug  
  16. 16. How  to  –  Change  Text   •  Go back to the notifications folder and now open the notification(_en).properties in newsresourcesnls •  Change every occurrence of IBM Connections to IBM Connect 14 16  #engageug  
  17. 17. How  to  –  Change  Logo  and  Colors   •  Go back to the notifications folder and now open the style.ftl in newsaggregated •  Change every occurrence of color #474747 to #025d9c 17  #engageug  
  18. 18. How  to  –  Change  Logo  and  Colors   •  Change the referenced footer image from ibmLogoWhite23.png to ibmconnect.png 18  #engageug  
  19. 19. How  to  –  Change  Logo  and  Colors   •  Go back to notification and copy ibmconnect.png to resourcesimages 19  #engageug  
  20. 20. How  to  –  Change  Logo  and  Colors   •  Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise applications“ •  Stop an Start the News App 20  #engageug  
  21. 21. How  to  –  Change  Default  No/fica/ons  Segngs   •  Start the wsadmin client and execute connectionsConfig.py •  Check out the notification-config.xml LCConfigService.checkOutNotificationConfig('D:/temp','connectionsCell01’) 21  #engageug  
  22. 22. How  to  –  Change  Default  No/fica/ons  Segngs   •  Open notification-config.xml in D:temp •  Change properties for sender and mobile links 22  #engageug  
  23. 23. How  to  –  Change  Default  No/fica/ons  Segngs   •  Change all defaultFollowFrequency="WEEKLY” to defaultFollowFrequency=”DAILY" 23  #engageug  
  24. 24. How  to  –  Change  Default  No/fica/ons  Segngs   •  Close the file and check it in LCConfigService.checkInNotificationConfig() •  Execute newsAdmin.py 24  #engageug  
  25. 25. How  to  –  Change  Default  No/fica/ons  Segngs   •  Run following command to refresh the default Email settings: NewsEmailDigestService.refreshDefaultEmailPrefsFromConfig() 25  #engageug  
  26. 26. Result  –  Change  Default  No/fica/ons  Segngs   •  Check the new settings in the browser by resetting to default notifications settings 26  #engageug  
  27. 27. Result  –  Change  Logo  and  Colors   •  You can trigger the email digests by accessing the following URL to verify your settings (admin will only receive digest) http://connections.snt.com/news/web/testEmailDigestSendMail.action?type=daily •  Or for all users http://connections.snt.com/news/web/testEmailDigestSendMail.action?type=daily&initNextTranche=true 27  #engageug  
  28. 28. Result  –  Change  Logo  and  Colors   •  Check Newsletters in your mail client (Desktop and Mobile) 28  #engageug   Mail  on  Mobile
  29. 29. No/fica/ons  –  Resources   •  Customizing notifications http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_notifications_ic45 •  Including mobile links in notifications http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Including_mobile_links_in_notifications_ic45 •  Setting the default frequency of email digests http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Setting_the_default_frequency_of_email_digests_ic45 •  Verifying email digests http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Verifying_email_digests_ic45 29  #engageug  
  30. 30. Profiles  Types  -­‐  Introduc/on   30  #engageug   •  In  this  part  we  will  add  a  second  profile  type.  This  profile  type  will  contain  only  a   subset  of  the  profile  ajributes  that  the  default  profile  will  have.  We  will  also   disable  widgets  based  on  the  profile   •  What  are  profile  types   • Defini/on  of  different  types  of  users   • Allows  to  change  look  and  feel  of  the  profiles  applica/on   • Example:  customer,  employee,  contractor   •  Why  use  profile  types   • Show  different  data  for  different  types  of  users   • Block  certain  features   • Block  built  in  widgets   • Block  custom  widgets   • Limit  informa/on  stream   • Phase  a  rollout  
  31. 31. Profiles  Types  –  Example   31  #engageug  
  32. 32. How  to  –  Profile  Types   •  First thing we need to decide is what field in LDAP will define the profile type. In this example we will use an existing field that is not used for anything else •  Now we need to configure TDI to add the profile type to the Profiles database. Alter the map_dbrepos_from_source.properties file in your TDI Solution directory and map profileType to your field in LDAP 32  #engageug  
  33. 33. How  to  –  Profile  Types   •  Now run your TDI sync command •  This is what you will see in the Employee database 33  #engageug  
  34. 34. How  to  –  Profile  Types   •  Start the wsadmin client and execute profilesAdmin.py •  Check out the profiles-config.xml ProfilesConfigService.checkOutConfig('D:/temp','connectionsCell01’) 34  #engageug  
  35. 35. How  to  –  Profile  Types   •  We need to define the profile types and the profile fields we want to show in the file profiles-types.xml 35  #engageug  
  36. 36. How  to  –  Profile  Types   36  #engageug  
  37. 37. How  to  –  Profile  Types   •  We can now disable profile features or widgets based on the profile type. We will start with the profile features •  Open profiles-policy.xml and add the desired configuration 37  #engageug  
  38. 38. How  to  –  Profile  Types   •  Check in the profiles configuration ProfilesConfigService.checkInConfig() 38  #engageug  
  39. 39. How  to  –  Profile  Types   •  Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise applications” •  Stop and Start the Profiles App 39  #engageug  
  40. 40. Result  –  Profile  Types   •  Login with the external user 40  #engageug   Tagging enabled when logged on as external user No Twitter Id
  41. 41. Result  –  Profile  Types   41  #engageug   Tagging disabled No invitation button Disabled •  Login with the internal user
  42. 42. How  To  –  Profile  Types   •  We will now disable widgets based on the profile type •  Check out the widget configuration. •  Disable the widgets you don’t want to show in widgets-config.xml 42  #engageug  
  43. 43. How  To  –  Profile  Types   •  Check in the widget configuration again and restart the profiles application 43  #engageug  
  44. 44. Result–  Profile  Types   44  #engageug   Tags and sand gone Tabs gone All widgets gone except links
  45. 45. Profile  Types–  Resources   •  Customizing Profiles http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_Profiles_ic45 •  Phasing an IBM Connections Rollout? Profile Types May Be the Answer https://www-304.ibm.com/connections/blogs/socialbusiness/entry/ phasing_an_ibm_connections_rollout_profile_types_may_be_the_answer4 •  Profile types and locking profile features http://www.slideshare.net/palmke/profile-types-and-locking-profile-features-1549893 45  #engageug  
  46. 46. Wikis  –  Example   46  #engageug  
  47. 47. How  to  –  Welcome  Page   •  Create a new Wiki and click edit •  Change the Welcome Page to your needs, we will use it as template for the customization •  Switch to the HTML Source view and copy the HTML code 47  #engageug  
  48. 48. How  to  –  Welcome  Page   •  Paste the HTML code into a file and remove all “end of lines” (EOL) 48  #engageug  
  49. 49. How  to  –  Welcome  Page   •  Create com.ibm.lconn.share.services.handlers.wiki.nls.WikiWelcomeMes sages_en.properties in custom_dirstrings and add your title and HTML code (one line!) •  Create a property file for every language you want to support 49  #engageug  
  50. 50. How  to  –  Welcome  Page   •  Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise applications” •  Stop and Start the Wikis App 50  #engageug  
  51. 51. Result  –  Welcome  Page   •  Create a new Wiki 51  #engageug  
  52. 52. Wiki  –  Resources   •  Customizing the Wikis welcome page http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_the_Wikis_welcome_page_ic45 52  #engageug  
  53. 53. Profiles  –  Example   53  #engageug   Office  address  displayed  on  Google  Maps
  54. 54. How  to  –  Widget   •  Create your widget called googleMap.xml in custom_dirprofiles 54  #engageug  
  55. 55. How  to  –  Widget   55  #engageug  
  56. 56. How  to  –  Widget   56  #engageug   http://kbild.ch/2014/02/google-maps-widget-ibm-connections-profiles/
  57. 57. How  to  –  Widget   •  Now we add the widget to our Connections profiles, start the wsadmin client and execute profilesAdmin.py •  Check out the widgets-config.xml ProfilesConfigService.checkOutWidgetConfig('D:/temp','connectionsCell01') 57  #engageug  
  58. 58. How  to  –  Widget   •  Open widgets-config.xml in D:temp •  Add your new widget 58  #engageug  
  59. 59. How  to  –  Widget   •  Check in widgets-config.xml ProfilesConfigService.checkInWidgetConfig() 59  #engageug  
  60. 60. How  to  –  Widget   •  Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise applications” •  Stop and Start the Profiles App 60  #engageug  
  61. 61. Profiles  –  Result   •  Open a profile and test your widget 61  #engageug  
  62. 62. Profiles  –  Resources   •  Adding custom widgets to Profiles http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Adding_custom_widgets_to_Profiles_ic45 •  Customizing IBM Connections – Modifying the Report-To Chain iWidget to include profile data retrieved via Ajax (Hunter Medney) https://www.ibm.com/developerworks/community/blogs/hmedney/entry/ customizing_connections_modifying_the_report_to_chain_widget_using_profile_data •  Connections iWidget Development Guide http://www-10.lotus.com/ldd/lcwiki.nsf/dx/development-guide •  Easy as a pie – Creating Widgets for IBM Connections (Mikkel Heisterberg) http://www.slideshare.net/lekkim/bp207-easy-as-pie-creating-widgets-for-ibm-connections •  Customizing IBM Connections 4.0 Profiles http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_IBM_Connections_4.0_Profiles 62  #engageug  
  63. 63. Profiles  –  Resources   •  Customizing Profiles http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_Profiles_ic45 •  Phasing an IBM Connections Rollout? Profile Types May Be the Answer https://www-304.ibm.com/connections/blogs/socialbusiness/entry/ phasing_an_ibm_connections_rollout_profile_types_may_be_the_answer4 •  Profile types and locking profile features http://www.slideshare.net/palmke/profile-types-and-locking-profile-features-15498931 •  How to Create a Perfect Profile: A Hitchiker’s Guide to A Smarter Workforce http://www.slideshare.net/curiousmitch/show304 63  #engageug  
  64. 64. Richtext  Editor  –  Example   64  #engageug  
  65. 65. Richtext  Editor  –  How  to   •  You have to know how to create CKEditor Plugins http://docs.cksource.com/CKEditor_3.x/Tutorials •  Create your Business Card plugin 65  #engageug   http://kbild.ch/2014/02/business-card-function-ibm-connections-richtext-editor/
  66. 66. Richtext  Editor  –  How  to   •  Place your plugin in custom_dirjavascriptcomibmoneuickeditoreditorplugins 66  #engageug  
  67. 67. Richtext  Editor  –  How  to   •  Open provision_dirwebresourcescom.ibm.lconn.blogs.web.resources_*.jar with a zip program and extract ckeditor.js from resources folder 67  #engageug  
  68. 68. Richtext  Editor  –  How  to   •  Copy ckeditor.js to custom_dirjavascriptlconnblogs (or wikis) 68  #engageug  
  69. 69. Richtext  Editor  –  How  to   •  Open ckeditor.js and add the new plugin 69  #engageug  
  70. 70. Richtext  Editor  –  How  to   •  Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise applications” •  Stop and Start the Common App 70  #engageug  
  71. 71. Richtext  Editor  –  Result   •  Refresh your browser cache •  Create a new Blog entry and test the plugin 71  #engageug  
  72. 72. Richtext  Editor  –  Resources   •  CKEditor Tutorials http://docs.cksource.com/CKEditor_3.x/Tutorials •  Tutorial – Extending the IBM Connections Rich Text Editor (Rob Novak) http://ibmrockstar.com/2013/05/tutorial-extending-the-ibm- connections-rich-text-editor 72  #engageug  
  73. 73. Further  Examples   73  #engageug  
  74. 74. Further  Examples   74  #engageug  
  75. 75. Ques/ons   75  #engageug  
  76. 76. Thank  You!   76  #engageug   http://www.gfi.be http://linkedin.com/in/wannesrams http://twitter.com/wannesrams http://wannes.rams.be http://slideshare.com/palmke http://belsoft.ch http://youtube.com/belsoftag http://linkedin.com/in/kbild http://twitter.com/kbild http://kbild.ch http://slideshare.com/kbild

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