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BP114 Lotus Connections
Administration – from the
command line to a graphical UI
Felix Binsack | General Manager | TIMETOACT
Otto Foerg | Collaboration Solutions Architect | edcom




               © 2011 IBM Corporation
Agenda
●   IBM Lotus® Connections 3.0 Administration Overview
●   Edit Lotus Connections Configuration Settings
     ●   Using wsadmin
     ●   Using Lotus Connections Administration Tool (CAT)
●   Activities Member Management
     ●   Using wsadmin
     ●   Using CAT
●   Lotus Connections User Management
     ●   Architecture
     ●   Using wsadmin
     ●   Using CAT
●   Overview of CAT Services
●   Q&A



                                                      © 2011 IBM Corporation   2
Lotus Connections 3.0 Administration Overview
●   Configuration settings
     ─   Common configuration properties
     ─   Feature configuration
●   Administrative Tasks include
     ─   Member management
     ─   Trash management
     ─   Cache management
     ─   Synchronization with LDAP
     ─   Application management
     ─   Widgets management
     ─   Libraries & policies
     ─   Metrics & statistics
     ─   Scheduled jobs
     ─   ...
●   Lotus Connections administration is based on IBM Websphere® administration !


                                                © 2011 IBM Corporation   3
WebSphere Distributed System Management




From Redbook “WebSphere Application Server V7 Administration and Configuration Guide”
                                                                                    © 2011 IBM Corporation
Lotus Connections 3.0 Administration Interfaces

 wsadmin	
  (command	
  line	
  interface)	
  +	
  XML	
  configura9on	
  files                                                                                       Lotus	
  Connec9ons	
  
 -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐          user	
  interface
 Communica*on	
  se.ngs,	
  No*fica*ons	
  configura*on,                                                                                                              -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
 Language	
  selector,	
  Metrics	
  &	
  sta*s*cs,                                                                                                                 Blogs,	
  Homepage
 Scheduled	
  tasks,	
  Life-­‐cycle	
  events
 User	
  management
 -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
 Configura*on	
  &	
  administra*on	
  for
 -­‐	
  Ac*vi*es,	
  Bookmarks,	
  Communi*es,	
  Files
 -­‐	
  Forums,	
  	
  Profiles,	
  Wikis,	
  	
  Search	
  &	
  News




WebSphere	
  Applica9on	
  Server	
  Integrated	
  Solu9ons	
  Console
-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
WAS	
  services	
  and	
  processes,	
  Access	
  control,	
  Node	
  synchroniza*on,	
  Data	
  sources,	
  Security,	
  
JVM	
  se.ngs,	
  SMTP,	
  IBM	
  HTTP	
  Server,	
  ...

                                                                                                                                                  © 2011 IBM Corporation             5
Administration in the Connections User Interface
Blogs
●   Configuration parameters
●   Moderation
     ─   Approval for entries and comments
     ─   Flagged entries and comments




                                             © 2011 IBM Corporation   6
Administration in the Connections User Interface
Home Page
●   Widgets administration




For other Connections features
administration from
user interface not available



                                   © 2011 IBM Corporation   7
IBM WebSphere Integrated Solutions Console
●   Configuration of WAS services and processes
     ─   Security
     ─   JVM settings (heap size)
     ─   Virtual hosts
     ─   SMTP
●   Management of WAS processes and related servers
     ─   Start & stop of servers & clusters
     ─   Node synchronization
     ─   Management of IBM HTTP server
●   Lotus Connections specific aspects
     ─   Access control
     ─   Data sources
●   Configuration and administration of Connections features not available




                                                  © 2011 IBM Corporation   8
wsadmin
●   Used to                                 Example:
      ─   Change configuration settings     Display Activities Configuration:
      ─   Perform administrative tasks
●   Background
      ─   Standard Websphere Application
          Server command line interface
      ─   Uses Jython scripts
      ─   Communicates with Websphere
          processes via MBeans
●   Usage
      ─   Case-sensitive
      ─   Complex multilevel commands
●   Skills
      ─   Good understanding of WebSphere
          architecture and administration
          “useful”


                                               © 2011 IBM Corporation   9
Connections XML Configuration Repository
●   Used for configuration of
     ─   Lotus Connections general
     ─   Lotus Connections features
●   Check-out / check-in procedure required
     ─   Why ?
          – You should not work in configuration files during runtime
          – Syntax check during check-in is very useful
          – Backup copies of XML files in runtime directories are not useful

●   Configuration flow
     ─   Check-out XML file on Deployment Manager
     ─   Edit file
     ─   Check-in
     ─   Synchronize changed files with Connections nodes
     ─   Restart applications or clusters / servers (in most but not all cases)




                                                           © 2011 IBM Corporation   10
Connections 3.0 XML Configuration Files
●   communities-config.xml        ●   news-config.xml
●   communities-policy.xml        ●   notification-config.xml
●   contentreview-config.xml      ●   oa-config.xml
●   dogear-config-cell.xml        ●   profiles-config.xml
●   events-config.xml             ●   profiles-policy.xml
●   files-config.xml              ●   proxy-config.tpl
●   forum-config.xml              ●   proxy-search-config.tpl
●   forum-policy.xml              ●   search-config.xml
●   gettingstarted-config.xml     ●   uiextensions-config.xml
●   LotusConnections-config.xml   ●   widgets-config.xml
●   mime-files-config.xml         ●   wikis-config.xml
●   mime-wikis-config.xml


                                          © 2011 IBM Corporation   11
Example 1: Change Communication Settings (1)
●   Configure URLs to access a feature from your HTTP server:
     ─   Non-SSL
     ─   SSL
     ─   InterService navigation




                                                © 2011 IBM Corporation   12
Example 1: Change Communication Settings (2)
1) Change to Deployment Manager bin Directory:
     <dmgr-root>bin
2) Start wsadmin session:
     wsadmin -lang jython -user <admin> -password <password>
     -port 8879
3) Load Connections-wide configuration script:
     execfile("connectionsConfig.py")
4) Check-out Connections-wide configuration file:
     LCConfigService.checkOutConfig
     ("D:/WebSphere/lcc","Connections3Cell01")
5) Edit configuration file
6) Check-in Connections-wide configuration file:
     LCConfigService.checkInConfig
     ("D:/WebSphere/lcc","Connections3Cell01")
7) Synchronize all WebSphere nodes
8) Restart all servers / clusters
                                                   © 2011 IBM Corporation   13
Example 1:
Complete wsadmin Session for Changing
Communication Settings




●   Beware of typos – nearly everything is case-sensitive !

                                                   © 2011 IBM Corporation   14
Is there an alternative to command line
    processing and XML file editing ?




                            © 2011 IBM Corporation   15
Connections Administration Toolkit (CAT)
●   Graphical user interface for configuration & administration of Lotus Connections
●   Supersedes command line
●   Edit configuration properties without accessing XML files
●   Perform simple and complex Lotus Connections administration tasks without
    being a WebSphere Application Server administration expert




                                                   © 2011 IBM Corporation   16
Connections Administration Toolkit (CAT)
Technical background
●   Developed as a Java™ Enterprise Edition (JEE) application
●   User interface developed with Google™ Web Toolkit
●   Running on a WebSphere Application Server of your
    Lotus Connections installation
●   Installed within a few minutes using standard WebSphere
    application deployment techniques
●   Accessed with your browser




                                                © 2011 IBM Corporation   17
Lotus Connections 3.0 Administration Interfaces

 Connec&ons	
  Administra&on	
  Toolkit	
  (CAT)                                                                                                                               Lotus	
  Connec&ons	
  
 -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐                     user	
  interface
 Communica*on	
  se.ngs,	
  No*fica*ons	
  configura*on,                                                                                                                         -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
 Language	
  selector,	
  Metrics	
  &	
  sta*s*cs,                                                                                                                            Blogs,	
  Homepage
 Scheduled	
  tasks,	
  Life-­‐cycle	
  events
 User	
  management
 -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
 Configura*on	
  &	
  administra*on	
  for
 -­‐	
  Ac*vi*es,	
  Bookmarks,	
  Communi*es,	
  Files
 -­‐	
  Forums,	
  	
  Profiles,	
  Wikis,	
  	
  Search	
  &	
  News




WebSphere	
  Applica&on	
  Server	
  Integrated	
  Solu&ons	
  Console
-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐
WAS	
  services	
  and	
  processes,	
  Access	
  control,	
  Node	
  synchroniza*on,	
  Data	
  sources,	
  Security,	
  
JVM	
  se.ngs,	
  SMTP,	
  IBM	
  HTTP	
  Server,	
  ...

                                                                                                                                                             © 2011 IBM Corporation             18
Demo 1:
 Change Communication Settings with
Connections Administration Toolkit (CAT)




                             © 2011 IBM Corporation   19
Lotus Connections Configuration with CAT:
What we have seen
●   Configure Lotus Connections with your browser from everywhere


●   No need for a wsadmin session
●   No check-out / check-in of XML files required
●   No editing of XML files


●   Connections Administration Toolkit (CAT) displayes the current communication
    settings
●   Change communication settings for one, multiple or all Lotus Connections
    features with one click




                                                    © 2011 IBM Corporation   20
And how about administration ?

Can I as administrator add new members
             to Activities ?




                           © 2011 IBM Corporation   21
Steps for Activities Member Management
●   Select user
●   Select activity
●   Perform task




                                © 2011 IBM Corporation   22
Example 2:
Add an Additional Member to an Activity (1)
1) Change to Deployment Manager bin Directory:
     <dmgr-root>bin
2) Start wsadmin session:
     wsadmin -lang jython -user <admin> -password <password>
     -port 8879
3) Load Activities configuration script:
     execfile("activitiesAdmin.py")
4) We have to define the new member and store it in a temporary variable:
    newMember=ActivitiesMemberService.fetchMemberByName
    (“Olga Belousova”)
5) We have to select the activity and store it in a temporary variable:
     act=ActivityService.fetchActivityById
     ("FFFGc66a55370a2c423eafa5bd0a4b443a70")



                                                  © 2011 IBM Corporation   23
Example 2:
Add an Additional Member to an Activity (2)
6) Unfortunately our variables are of type hash, but the method for adding
   members to an activity expects vector, so we have to convert them:
    from java.util import Vector
     newMemberVec = Vector()
     newMemberVec.add(newMember)
     actVec = Vector()
     actVec.add(act)
7) Finally we can add the new member to the activity:
     AccessControlService.setMembersAccess
     (actVec,newMemberVec)




                                                © 2011 IBM Corporation   24
Difference Between Hash and Vector ?




●   A vector is a list (aka “array”) of hash values




                                                      © 2011 IBM Corporation   25
Example 2:
Complete wsadmin Session for Adding a New
Member to an Activity




●   Beware of typos – nearly everything is case-sensitive !
                                                   © 2011 IBM Corporation   26
Demo 2: Add a New Member
          to an Activity with
Connections Administration Toolkit (CAT)




                             © 2011 IBM Corporation   27
Activities Member Management with CAT:
What we have seen
●   Filter activities by any combination of criteria:
     ─   Activity type (all, completed, deleted)
     ─   Activity name
     ─   User (creator, member, owner)
     ─   Activity ID (UUID)
     ─   Date
●   Display properties for selected activity
●   Perform tasks on one or multiple activities:
     ─   Delete
     ─   Restore
     ─   Purge
     ─   Add / remove authors, reader and owner




                                                        © 2011 IBM Corporation   28
© 2011 IBM Corporation   29
Connections User Management Architecture
We have several repositories containing user data:
●   Corporate directory (LDAP)
     ─   Source for Profiles database
     ─   Contains a field which acts as primary key between directory and Connections
           – Must be unique and may never change !
     ─   Contains the allowed login items used for Connections authentication
           – email, uid, loginId
           – These must be unique !

●   Profiles database
     ─   Gets initially populated from and periodically synced with corporate directory
     ─   The “External ID” (ExtId) is the key
●   Application databases
     ─   One database per feature
     ─   These also contain the ExtId



                                                         © 2011 IBM Corporation   30
Connections User Management – The Challenge
Problems can happen if:
●   A user has different extid's in these repositories:
     ─   A user leaves the company, comes back and gets a new identity in corporate
         directory
            – New identity = new extid !!
            – Old data are associated with old extid
            – User cannot access his/her old data
     ─   Cut & paste a person record in Lotus Domino® Directory
            – Copied Notes® document = new dominoUnId = new extid !!

●   A login item is not unique
     ─   A group of users is sharing a mail address
     ─   Same uid for more than one user
     ─   We know this things happen ...




                                                      © 2011 IBM Corporation   31
New with Connections 3: Inactive Users
●   Users can become inactive
     ─   Automatically - if they are removed from corporate directory
     ─   Manually - by usage of wsadmin commands
●   Inactive means:
     ─   A user's mail address and login details are removed from the Connections
         databases and can now be used by other people
           – no more conflicts are happening as in 2.5
     ─   The inactive user's name is displayed in italics and grey in membership lists
     ─   Their name is not returned in searches of the company directory
     ─   Their name no longer displayes when using type-ahead
     ─   The inactive user never receives email notifications from Lotus Connections
●   This makes it a lot easier as with Connections 2.5,
    but inconsistencies still can happen
     ─   Affected users cannot log on




                                                         © 2011 IBM Corporation   32
Troubleshooting User Management Problems
●   Synchronize the Profiles database with the corporate directory


●   If this doesn't help, use the ProfilesService commands


●   If this doesn't help, use the MemberService commands for the feature(s)
    affected




                                                  © 2011 IBM Corporation   33
Example 3: ProfilesService Commands
1) Change to Deployment Manager bin Directory, start wsadmin session and load
  the Profiles configuration script:
     execfile("profilesAdmin.py")
2) Inactivate a user:
     ProfilesService.inactivateUser(“jdoe@example.com”)
3) Activate a user and (optionally) specify user properties:
     ProfilesService.activateUserByUserId
     (“B0EE9F65-4EEA-9997-C125-77F9003E9E2F”,
     email=“jdoe@example.com”, displayName=“Joe Doe”)
4) Update user properties in Profiles database:
     ProfilesService.updateUser(“jdoe@example.com”,
     email=“jdoemarried@example.com”)




                                                  © 2011 IBM Corporation   34
Example 3: ProfilesService Commands
5) Swap user properties from one extid to another:
     ProfilesService.swapUserAccessByUserId
     (“JDoeRetired2010”, “JdoeRehired2011”)
6) Publish user data from Profiles to applications:
     ProfilesService.publishUserData(“jdoe@example.com”)




                                                  © 2011 IBM Corporation   35
Example 3: MemberService Commands

1) Change to Deployment Manager bin Directory, start wsadmin session and load
  the application specific configuration script
2) Inactivate a user:
     <App>MemberService.inactivateMemberByEmail
     (“jdoe@example.com”)
3) Synchronize a user's extid in the application database with corporate directory:
     <App>MemberService.syncMemberExtIdByEmail
     (“jdoe@example.com”, {"allowInactivate" : "true"})
4) Synchronize a user's extid in the application database with corporate directory
   and allow swap of user properties from one extid to another:
     <App>MemberService.syncMemberByExtId
     (“B0EE9F65-4EEA-9997-C125-77F9003E9E2F”,
     {"newExtId" : "28D48C08-6BC8-777A-C125-7589003D9025",
     “allowExtIdSwap” : “true”})
5) Repeat steps 1) – 4) for each application as needed

                                                  © 2011 IBM Corporation   36
Demo 3: User Management with
Connections Administration Toolkit (CAT)




                             © 2011 IBM Corporation   37
User Management with CAT: What we have seen
●   Filter an user by extid, mail or loginId
●   Display properties for selected user from Profiles
●   Display extid(s) of the selected user from all applications
●   Activate or inactivate the selected user in all applications with one click
●   Sync the selected user in selected applications with Profiles
●   Sync the selected user in selected applications with corporate directory




                                                     © 2011 IBM Corporation   38
Overview of CAT:
Common Configuration & Administration
●   Common configuration properties
     ─   Communication settings
     ─   Language selector
●   Notifications configuration
●   User management
●   For all Lotus Connections features
     ─   Metrics & statistics
     ─   Scheduled tasks
     ─   Life-cycle events




                                         © 2011 IBM Corporation   39
Overview of CAT:
Feature Configuration & Administration (1)
●   Activities                               ●   Communities
     ─   Configuration properties                 ─   Configuration properties
     ─   Display information on activities        ─   Display information on Communities
     ─   Membership management                    ─   Change community properties
     ─   Trash management                         ─   Create communities
     ─   Export & import                          ─   Membership management
●   Bookmarks                                     ─   Managed applications
     ─   Configuration properties                 ─   Remove bookmarks & tags
     ─   View & link thresholds                   ─   Widget administration
     ─   Replace URLs                        ●   Files
     ─   Delete bookmarks                         ─   Configuration properties
                                                        – Restrict file types
●   Forums
                                                        – Displaying files inline
     ─   Configuration properties
                                                        – Many more ...
     ─   Display information on forums
     ─   Delete forums & topics                   ─   Library management
     ─   Trash management                         ─   Policy management
                                                  ─   Delete files of inactive users
                                                      © 2011 IBM Corporation   40
Overview of CAT:
Feature Configuration & Administration (2)
●   Profiles                        ●   Wikis
     ─   Configuration properties        ─   Configuration properties
           – Board                             – Restrict file types
           – Following                         – Maximum sizes
           – Networking                        – Page versioning
           – Photos                            – Displaying files inline
           – Pronunciation                     – Many more ...
           – Reporting structure         ─   Library management
           – Status updates              ─   Policy management
           – Tagging                     ─   Delete wikis
           – Search
                                    ●   Search
     ─   Widgets management              ─   Configuration properties
     ─   Cache management                      – Dictionaries

●   News                                       – Index settings
     ─   Configuration properties        ─   Index management



                                             © 2011 IBM Corporation   41
Ideas for Future Releases of CAT
Content Quality Features:
●   Merge & move
     ─   Content of blogs, communities, wikis
●   Tag management
     ─   Preconfigured list
     ─   Default tags
     ─   Common tag list for all features
●   Taxonomy
     ─   Instead of a folksonomy
●   Profiles
     ─   Allow delegated editing
●   Global search & replace
     ─   Change URLs of links, images, files




                                                © 2011 IBM Corporation   42
Ideas for Future Releases of CAT
Technical Features:
●   Orphans handling
     ─   e.g. wiki entries without parent
●   Content deletion
     ─   For inactive users
●   Archiving
     ─   Inactive communities, blogs and wikis
     ─   Completed activities




                                                 © 2011 IBM Corporation   43
Q&A

Your ideas and suggestions are very welcome !

More informations on http://www.timetoact.de/cat

 Please visit us in the showcase at booth # 229




                              © 2011 IBM Corporation   44
Related Sessions
Monday
 11:00    What's New in IBM Lotus Connections 3.0                                             Swan 5-6        ID301
 01:00    Powering a Market Leading Business with Social Collaboration             Dolphin Northern A-E     INV101

Tuesday
 10:00    Customizing Lotus Connections 3.0                                           Dolphin Southern I     AD304
 11:15    What's New in IBM Lotus Connections 3.0                                    Dolphin Southern III   ID301R
 01:30    Best Practices for a Happy and Healthy
          IBM Lotus Connections Deployment!                                            Swan Mockingbird      ID302
 03:30    Lotus Connections User Management, SSO and Federated Policy                  Swan Mockingbird      ID304
 04:45    Extending the Social Network: Part One                                       Dolphin Southern I   AD301
 04:45    Build Large-scale Performing Enterprise Solutions
          for IBM Lotus Connections                                                    Swan Mockingbird      ID305
 04:45    IBM Lotus Connections Administration:
          From the Command Line to a Graphical UI                                               Swan 1-2    BP114

Wednesday
 08:30    Extending the Social Network: Part Two                                       Dolphin Southern I   AD302
 04:15    Compliance and Moderation with Lotus Connections 3.0                         Swan Mockingbird      ID306

Thursday
 10:00    Twelve MORE Things Your Mother Never Told You
          About Deploying IBM Lotus Connections 3.0                                    Dolphin Southern I   BP105


                                                                  © 2011 IBM Corporation   45
Legal Disclaimer
 © IBM Corporation 2011. All Rights Reserved.

 The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without
 warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out
 of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or
 licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

 References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may
 change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended
 to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.

 IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or
 both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.

 Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.




                                                                                                                                              © 2011 IBM Corporation                46

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Lotus Connections Administration - von der Befehlszeile zur grafischen Oberfläche

  • 1. BP114 Lotus Connections Administration – from the command line to a graphical UI Felix Binsack | General Manager | TIMETOACT Otto Foerg | Collaboration Solutions Architect | edcom © 2011 IBM Corporation
  • 2. Agenda ● IBM Lotus® Connections 3.0 Administration Overview ● Edit Lotus Connections Configuration Settings ● Using wsadmin ● Using Lotus Connections Administration Tool (CAT) ● Activities Member Management ● Using wsadmin ● Using CAT ● Lotus Connections User Management ● Architecture ● Using wsadmin ● Using CAT ● Overview of CAT Services ● Q&A © 2011 IBM Corporation 2
  • 3. Lotus Connections 3.0 Administration Overview ● Configuration settings ─ Common configuration properties ─ Feature configuration ● Administrative Tasks include ─ Member management ─ Trash management ─ Cache management ─ Synchronization with LDAP ─ Application management ─ Widgets management ─ Libraries & policies ─ Metrics & statistics ─ Scheduled jobs ─ ... ● Lotus Connections administration is based on IBM Websphere® administration ! © 2011 IBM Corporation 3
  • 4. WebSphere Distributed System Management From Redbook “WebSphere Application Server V7 Administration and Configuration Guide” © 2011 IBM Corporation
  • 5. Lotus Connections 3.0 Administration Interfaces wsadmin  (command  line  interface)  +  XML  configura9on  files Lotus  Connec9ons   -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ user  interface Communica*on  se.ngs,  No*fica*ons  configura*on, -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ Language  selector,  Metrics  &  sta*s*cs, Blogs,  Homepage Scheduled  tasks,  Life-­‐cycle  events User  management -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ Configura*on  &  administra*on  for -­‐  Ac*vi*es,  Bookmarks,  Communi*es,  Files -­‐  Forums,    Profiles,  Wikis,    Search  &  News WebSphere  Applica9on  Server  Integrated  Solu9ons  Console -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ WAS  services  and  processes,  Access  control,  Node  synchroniza*on,  Data  sources,  Security,   JVM  se.ngs,  SMTP,  IBM  HTTP  Server,  ... © 2011 IBM Corporation 5
  • 6. Administration in the Connections User Interface Blogs ● Configuration parameters ● Moderation ─ Approval for entries and comments ─ Flagged entries and comments © 2011 IBM Corporation 6
  • 7. Administration in the Connections User Interface Home Page ● Widgets administration For other Connections features administration from user interface not available © 2011 IBM Corporation 7
  • 8. IBM WebSphere Integrated Solutions Console ● Configuration of WAS services and processes ─ Security ─ JVM settings (heap size) ─ Virtual hosts ─ SMTP ● Management of WAS processes and related servers ─ Start & stop of servers & clusters ─ Node synchronization ─ Management of IBM HTTP server ● Lotus Connections specific aspects ─ Access control ─ Data sources ● Configuration and administration of Connections features not available © 2011 IBM Corporation 8
  • 9. wsadmin ● Used to Example: ─ Change configuration settings Display Activities Configuration: ─ Perform administrative tasks ● Background ─ Standard Websphere Application Server command line interface ─ Uses Jython scripts ─ Communicates with Websphere processes via MBeans ● Usage ─ Case-sensitive ─ Complex multilevel commands ● Skills ─ Good understanding of WebSphere architecture and administration “useful” © 2011 IBM Corporation 9
  • 10. Connections XML Configuration Repository ● Used for configuration of ─ Lotus Connections general ─ Lotus Connections features ● Check-out / check-in procedure required ─ Why ? – You should not work in configuration files during runtime – Syntax check during check-in is very useful – Backup copies of XML files in runtime directories are not useful ● Configuration flow ─ Check-out XML file on Deployment Manager ─ Edit file ─ Check-in ─ Synchronize changed files with Connections nodes ─ Restart applications or clusters / servers (in most but not all cases) © 2011 IBM Corporation 10
  • 11. Connections 3.0 XML Configuration Files ● communities-config.xml ● news-config.xml ● communities-policy.xml ● notification-config.xml ● contentreview-config.xml ● oa-config.xml ● dogear-config-cell.xml ● profiles-config.xml ● events-config.xml ● profiles-policy.xml ● files-config.xml ● proxy-config.tpl ● forum-config.xml ● proxy-search-config.tpl ● forum-policy.xml ● search-config.xml ● gettingstarted-config.xml ● uiextensions-config.xml ● LotusConnections-config.xml ● widgets-config.xml ● mime-files-config.xml ● wikis-config.xml ● mime-wikis-config.xml © 2011 IBM Corporation 11
  • 12. Example 1: Change Communication Settings (1) ● Configure URLs to access a feature from your HTTP server: ─ Non-SSL ─ SSL ─ InterService navigation © 2011 IBM Corporation 12
  • 13. Example 1: Change Communication Settings (2) 1) Change to Deployment Manager bin Directory: <dmgr-root>bin 2) Start wsadmin session: wsadmin -lang jython -user <admin> -password <password> -port 8879 3) Load Connections-wide configuration script: execfile("connectionsConfig.py") 4) Check-out Connections-wide configuration file: LCConfigService.checkOutConfig ("D:/WebSphere/lcc","Connections3Cell01") 5) Edit configuration file 6) Check-in Connections-wide configuration file: LCConfigService.checkInConfig ("D:/WebSphere/lcc","Connections3Cell01") 7) Synchronize all WebSphere nodes 8) Restart all servers / clusters © 2011 IBM Corporation 13
  • 14. Example 1: Complete wsadmin Session for Changing Communication Settings ● Beware of typos – nearly everything is case-sensitive ! © 2011 IBM Corporation 14
  • 15. Is there an alternative to command line processing and XML file editing ? © 2011 IBM Corporation 15
  • 16. Connections Administration Toolkit (CAT) ● Graphical user interface for configuration & administration of Lotus Connections ● Supersedes command line ● Edit configuration properties without accessing XML files ● Perform simple and complex Lotus Connections administration tasks without being a WebSphere Application Server administration expert © 2011 IBM Corporation 16
  • 17. Connections Administration Toolkit (CAT) Technical background ● Developed as a Java™ Enterprise Edition (JEE) application ● User interface developed with Google™ Web Toolkit ● Running on a WebSphere Application Server of your Lotus Connections installation ● Installed within a few minutes using standard WebSphere application deployment techniques ● Accessed with your browser © 2011 IBM Corporation 17
  • 18. Lotus Connections 3.0 Administration Interfaces Connec&ons  Administra&on  Toolkit  (CAT) Lotus  Connec&ons   -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ user  interface Communica*on  se.ngs,  No*fica*ons  configura*on, -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ Language  selector,  Metrics  &  sta*s*cs, Blogs,  Homepage Scheduled  tasks,  Life-­‐cycle  events User  management -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ Configura*on  &  administra*on  for -­‐  Ac*vi*es,  Bookmarks,  Communi*es,  Files -­‐  Forums,    Profiles,  Wikis,    Search  &  News WebSphere  Applica&on  Server  Integrated  Solu&ons  Console -­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐-­‐ WAS  services  and  processes,  Access  control,  Node  synchroniza*on,  Data  sources,  Security,   JVM  se.ngs,  SMTP,  IBM  HTTP  Server,  ... © 2011 IBM Corporation 18
  • 19. Demo 1: Change Communication Settings with Connections Administration Toolkit (CAT) © 2011 IBM Corporation 19
  • 20. Lotus Connections Configuration with CAT: What we have seen ● Configure Lotus Connections with your browser from everywhere ● No need for a wsadmin session ● No check-out / check-in of XML files required ● No editing of XML files ● Connections Administration Toolkit (CAT) displayes the current communication settings ● Change communication settings for one, multiple or all Lotus Connections features with one click © 2011 IBM Corporation 20
  • 21. And how about administration ? Can I as administrator add new members to Activities ? © 2011 IBM Corporation 21
  • 22. Steps for Activities Member Management ● Select user ● Select activity ● Perform task © 2011 IBM Corporation 22
  • 23. Example 2: Add an Additional Member to an Activity (1) 1) Change to Deployment Manager bin Directory: <dmgr-root>bin 2) Start wsadmin session: wsadmin -lang jython -user <admin> -password <password> -port 8879 3) Load Activities configuration script: execfile("activitiesAdmin.py") 4) We have to define the new member and store it in a temporary variable: newMember=ActivitiesMemberService.fetchMemberByName (“Olga Belousova”) 5) We have to select the activity and store it in a temporary variable: act=ActivityService.fetchActivityById ("FFFGc66a55370a2c423eafa5bd0a4b443a70") © 2011 IBM Corporation 23
  • 24. Example 2: Add an Additional Member to an Activity (2) 6) Unfortunately our variables are of type hash, but the method for adding members to an activity expects vector, so we have to convert them: from java.util import Vector newMemberVec = Vector() newMemberVec.add(newMember) actVec = Vector() actVec.add(act) 7) Finally we can add the new member to the activity: AccessControlService.setMembersAccess (actVec,newMemberVec) © 2011 IBM Corporation 24
  • 25. Difference Between Hash and Vector ? ● A vector is a list (aka “array”) of hash values © 2011 IBM Corporation 25
  • 26. Example 2: Complete wsadmin Session for Adding a New Member to an Activity ● Beware of typos – nearly everything is case-sensitive ! © 2011 IBM Corporation 26
  • 27. Demo 2: Add a New Member to an Activity with Connections Administration Toolkit (CAT) © 2011 IBM Corporation 27
  • 28. Activities Member Management with CAT: What we have seen ● Filter activities by any combination of criteria: ─ Activity type (all, completed, deleted) ─ Activity name ─ User (creator, member, owner) ─ Activity ID (UUID) ─ Date ● Display properties for selected activity ● Perform tasks on one or multiple activities: ─ Delete ─ Restore ─ Purge ─ Add / remove authors, reader and owner © 2011 IBM Corporation 28
  • 29. © 2011 IBM Corporation 29
  • 30. Connections User Management Architecture We have several repositories containing user data: ● Corporate directory (LDAP) ─ Source for Profiles database ─ Contains a field which acts as primary key between directory and Connections – Must be unique and may never change ! ─ Contains the allowed login items used for Connections authentication – email, uid, loginId – These must be unique ! ● Profiles database ─ Gets initially populated from and periodically synced with corporate directory ─ The “External ID” (ExtId) is the key ● Application databases ─ One database per feature ─ These also contain the ExtId © 2011 IBM Corporation 30
  • 31. Connections User Management – The Challenge Problems can happen if: ● A user has different extid's in these repositories: ─ A user leaves the company, comes back and gets a new identity in corporate directory – New identity = new extid !! – Old data are associated with old extid – User cannot access his/her old data ─ Cut & paste a person record in Lotus Domino® Directory – Copied Notes® document = new dominoUnId = new extid !! ● A login item is not unique ─ A group of users is sharing a mail address ─ Same uid for more than one user ─ We know this things happen ... © 2011 IBM Corporation 31
  • 32. New with Connections 3: Inactive Users ● Users can become inactive ─ Automatically - if they are removed from corporate directory ─ Manually - by usage of wsadmin commands ● Inactive means: ─ A user's mail address and login details are removed from the Connections databases and can now be used by other people – no more conflicts are happening as in 2.5 ─ The inactive user's name is displayed in italics and grey in membership lists ─ Their name is not returned in searches of the company directory ─ Their name no longer displayes when using type-ahead ─ The inactive user never receives email notifications from Lotus Connections ● This makes it a lot easier as with Connections 2.5, but inconsistencies still can happen ─ Affected users cannot log on © 2011 IBM Corporation 32
  • 33. Troubleshooting User Management Problems ● Synchronize the Profiles database with the corporate directory ● If this doesn't help, use the ProfilesService commands ● If this doesn't help, use the MemberService commands for the feature(s) affected © 2011 IBM Corporation 33
  • 34. Example 3: ProfilesService Commands 1) Change to Deployment Manager bin Directory, start wsadmin session and load the Profiles configuration script: execfile("profilesAdmin.py") 2) Inactivate a user: ProfilesService.inactivateUser(“jdoe@example.com”) 3) Activate a user and (optionally) specify user properties: ProfilesService.activateUserByUserId (“B0EE9F65-4EEA-9997-C125-77F9003E9E2F”, email=“jdoe@example.com”, displayName=“Joe Doe”) 4) Update user properties in Profiles database: ProfilesService.updateUser(“jdoe@example.com”, email=“jdoemarried@example.com”) © 2011 IBM Corporation 34
  • 35. Example 3: ProfilesService Commands 5) Swap user properties from one extid to another: ProfilesService.swapUserAccessByUserId (“JDoeRetired2010”, “JdoeRehired2011”) 6) Publish user data from Profiles to applications: ProfilesService.publishUserData(“jdoe@example.com”) © 2011 IBM Corporation 35
  • 36. Example 3: MemberService Commands 1) Change to Deployment Manager bin Directory, start wsadmin session and load the application specific configuration script 2) Inactivate a user: <App>MemberService.inactivateMemberByEmail (“jdoe@example.com”) 3) Synchronize a user's extid in the application database with corporate directory: <App>MemberService.syncMemberExtIdByEmail (“jdoe@example.com”, {"allowInactivate" : "true"}) 4) Synchronize a user's extid in the application database with corporate directory and allow swap of user properties from one extid to another: <App>MemberService.syncMemberByExtId (“B0EE9F65-4EEA-9997-C125-77F9003E9E2F”, {"newExtId" : "28D48C08-6BC8-777A-C125-7589003D9025", “allowExtIdSwap” : “true”}) 5) Repeat steps 1) – 4) for each application as needed © 2011 IBM Corporation 36
  • 37. Demo 3: User Management with Connections Administration Toolkit (CAT) © 2011 IBM Corporation 37
  • 38. User Management with CAT: What we have seen ● Filter an user by extid, mail or loginId ● Display properties for selected user from Profiles ● Display extid(s) of the selected user from all applications ● Activate or inactivate the selected user in all applications with one click ● Sync the selected user in selected applications with Profiles ● Sync the selected user in selected applications with corporate directory © 2011 IBM Corporation 38
  • 39. Overview of CAT: Common Configuration & Administration ● Common configuration properties ─ Communication settings ─ Language selector ● Notifications configuration ● User management ● For all Lotus Connections features ─ Metrics & statistics ─ Scheduled tasks ─ Life-cycle events © 2011 IBM Corporation 39
  • 40. Overview of CAT: Feature Configuration & Administration (1) ● Activities ● Communities ─ Configuration properties ─ Configuration properties ─ Display information on activities ─ Display information on Communities ─ Membership management ─ Change community properties ─ Trash management ─ Create communities ─ Export & import ─ Membership management ● Bookmarks ─ Managed applications ─ Configuration properties ─ Remove bookmarks & tags ─ View & link thresholds ─ Widget administration ─ Replace URLs ● Files ─ Delete bookmarks ─ Configuration properties – Restrict file types ● Forums – Displaying files inline ─ Configuration properties – Many more ... ─ Display information on forums ─ Delete forums & topics ─ Library management ─ Trash management ─ Policy management ─ Delete files of inactive users © 2011 IBM Corporation 40
  • 41. Overview of CAT: Feature Configuration & Administration (2) ● Profiles ● Wikis ─ Configuration properties ─ Configuration properties – Board – Restrict file types – Following – Maximum sizes – Networking – Page versioning – Photos – Displaying files inline – Pronunciation – Many more ... – Reporting structure ─ Library management – Status updates ─ Policy management – Tagging ─ Delete wikis – Search ● Search ─ Widgets management ─ Configuration properties ─ Cache management – Dictionaries ● News – Index settings ─ Configuration properties ─ Index management © 2011 IBM Corporation 41
  • 42. Ideas for Future Releases of CAT Content Quality Features: ● Merge & move ─ Content of blogs, communities, wikis ● Tag management ─ Preconfigured list ─ Default tags ─ Common tag list for all features ● Taxonomy ─ Instead of a folksonomy ● Profiles ─ Allow delegated editing ● Global search & replace ─ Change URLs of links, images, files © 2011 IBM Corporation 42
  • 43. Ideas for Future Releases of CAT Technical Features: ● Orphans handling ─ e.g. wiki entries without parent ● Content deletion ─ For inactive users ● Archiving ─ Inactive communities, blogs and wikis ─ Completed activities © 2011 IBM Corporation 43
  • 44. Q&A Your ideas and suggestions are very welcome ! More informations on http://www.timetoact.de/cat Please visit us in the showcase at booth # 229 © 2011 IBM Corporation 44
  • 45. Related Sessions Monday 11:00 What's New in IBM Lotus Connections 3.0 Swan 5-6 ID301 01:00 Powering a Market Leading Business with Social Collaboration Dolphin Northern A-E INV101 Tuesday 10:00 Customizing Lotus Connections 3.0 Dolphin Southern I AD304 11:15 What's New in IBM Lotus Connections 3.0 Dolphin Southern III ID301R 01:30 Best Practices for a Happy and Healthy IBM Lotus Connections Deployment! Swan Mockingbird ID302 03:30 Lotus Connections User Management, SSO and Federated Policy Swan Mockingbird ID304 04:45 Extending the Social Network: Part One Dolphin Southern I AD301 04:45 Build Large-scale Performing Enterprise Solutions for IBM Lotus Connections Swan Mockingbird ID305 04:45 IBM Lotus Connections Administration: From the Command Line to a Graphical UI Swan 1-2 BP114 Wednesday 08:30 Extending the Social Network: Part Two Dolphin Southern I AD302 04:15 Compliance and Moderation with Lotus Connections 3.0 Swan Mockingbird ID306 Thursday 10:00 Twelve MORE Things Your Mother Never Told You About Deploying IBM Lotus Connections 3.0 Dolphin Southern I BP105 © 2011 IBM Corporation 45
  • 46. Legal Disclaimer © IBM Corporation 2011. All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. © 2011 IBM Corporation 46