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"Customizing & Beautifying
               Connections - Who’s the
                 fairest of them all?"

              An introduction to theming
                  IBM Connections



All images and references to IBM and Lotus software are ™ and © IBM - Disney images are ™ and © Walt Disney Company
All other images, logos are ™ and © the respective companies
Who am I?

• Consultant at Applicable
• IBM Champion
• Working with WebSphere
  based products for 10+
  years
• Disney fan
• Blogger, Tweeter and
  general social networker
Agenda
 The Basics
 • What is customizable
 • Pre Requisites
 • Tools of the trade
 • Customizing the default theme – the basics

 More Advanced Customization
 • Community Themes
 • Getting Started pages
 • Resource bundles and strings
 • Additional Customization

 Going forward – V4 and beyond
What is customizable?
                                              Header

Tabs
                                             Footer

   Getting started   Widgets   Text and Link colours




       Login


                                          and more ..
Pre-Reqs - what do we need to know
 WebSphere Variables      Wsadmin tool




Customization directory   Application files
WebSphere Variables
CONNECTIONS_CUSTOMIZATION_DEBUG
variable must be created for testing and development

Log on to the Deployment manager ISC
(WebSphere Admin Console)

under Environment > WebSphere Variables create a
new cell level variable

Note: the debug must not be set to true on a production server as this can impact performance




CONNECTIONS_CUSTOMIZATION_PATH

under Environment > WebSphere Variables

Take a note of the CONNECTIONS_CUSTOMIZATION_PATH as this holds the path to the shared customisation directories




                                                                                                      demo ..
Wsadmin Tool
From the IBM Connections wiki - The wsadmin client is a scripting environment that gets installed with
IBM® WebSphere® Application Server. You can use Jython language scripts, that are installed with Lotus
Connections, to access and change properties that govern the Lotus Connections configuration. You can
configure common properties that apply across all applications, and you can configure properties that
apply only to an individual application.

                                         So what does that mean then?
                                         Connections comes with some handy little scripts to assist with
                                         some of the tricky admin and config.

                                         For the purpose of theming - the scripts allow you to check files for editing out
                                         and validate the xml when you check it back in.


                         When using with IBM Connections, wsadmin commands are run from the deployment manger bin
                         directory.




  Full list of Connections related wsadmin commands can be found in the Connections wiki
  http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Administering_applications_ic301
Wsadmin Tool - cont
When using the wsadmin tool you require a directory to check the files out in referred to
as the <working_directory> and the name of the websphere cell referred to as the
<cell_name>


Force all user web browsers to refresh all cached content and display your changes by
running the command that updates the product version stamp.




execfile("connectionsConfig.py")

Check out the connections config file:
LCConfigService.checkOutConfig("<working_directory>","<cell_name>")

Update the timestamp:
LCConfigService.updateConfig("versionStamp","")

Check the file back in:
LCConfigService.checkInConfig("<working_directory>","<cell_name>")
Customization Directory

 The customization directory holds a folder for each
application’s customization. A common directory which holds
customizations applied across ALL applications and an
additional directory for strings.

 Any files placed in these directories must have the same
directory path as the original
files, and they will overwrite
the application files.

In this presentation we will be
covering global customizations
Application ear files

The default location for the web application directory for each
application is:
<WAS_home>/profiles/<profile_name>/installedApps/<cell_na
me>/<application_name.ear>/<application_name.war>

Activities          oawebui.war
Blogs               blogs.war
Bookmarks           dogear.webui.war
Communities         comm.web.war
Files               qkr.share.files.war
Forums              forums.web.war
Home page           homepage.war
Profiles            lc.profiles.app.war
Search              search.war
Wikis               qkr.share.wiki.war
Tools of the Trade
Your favourite text editor            Connections instance
                                      with a HTTP server


Your favourite css editor & firebug




Selection of browsers for testing       Other useful tools
Customising the default theme
                      CSS style sheet



                          Logo, Header & Footer




  Login.jsp
Default theme - custom.css
The first step in customising the default theme is to override the style
Copy the 4 style files and the theme images directory from the defaultTheme from any
application
(i.e
/WebSphere/AppServer/profiles/<profile>/installedApps/<cell>/Homepage.ear/homepage.wa
r/nav/common/styles/defaultTheme/ )
custom.css
customRTL.css*
defaultTheme.css
defaultThemeRTL.css*
themeImages directory - this holds the custom background image if you have one.

Create the same directory path in the
CONNECTIONS_CUSTOMIZATION_DIR/common/nav/common/styles/defaultTheme/ and
place the files in there.

*Note: If your users view the product in Arabic, Hebrew, or another right-to-left language you will need customise the
RTL files
Default theme - custom.css - cont
Where possible use the custom.css to override all changes, IBM only recommend that you
edit the defaultTheme.css for extensive editing, as this is overwritten when fix packs are
applied.

The main sections changed in the style sheet include:
    • background colour
    • company logo
    • link colours
    • header colour and size
    • navigation tab colours
    • search box colour
    • widget / portlet colours




                                                                           demo ..
Default theme - header.jsp
Changes to the main site navigation and login and logout links are made in the header.jsp
and additional links and menus can be added very quickly.

The header.jsp file is the same for each application

copy from homepage app
(<WAS_ROOT/profiles/AppSrv01/installedApps/<CELL>/Homepage.ear/homepage.war/na/t
emplates) and place into the customization folder
(CONNECTIONS_CUSTOMIZATION_DIR/common/nav/templates)

Elements to Customize

    logo                         additional menus




       customize existing menus                     additional links




                                                                          demo ..
Default theme - header.jsp - cont
                       additional menus
logo




                                                    additional links
                             header banner image
customize existing menus


   additional menus & external search box




                           extended banner size &                      demo ..
       logo                additional wording
Default theme - footer.jsp
The footer is customized in the same way as the header

Add your own footer links, remove or customize the existing
ones

From

To

or
Default theme - login.jsp
Changes to the login page is made to the login.jsp - as well as the login form there is a section to
allow for a message box, links or even user agreement text.

Take a copy of the login.jsp from any application
(i.e /WebSphere/AppServer/profiles/<profile>/installedApps/<cell>/Homepage.ear/homepage.war/nav/
templates/)
and place in CONNECTIONS_CUSTOMIZATION_DIR/common/nav/templates

Edit the welcome message
Open the login.jsp and find the section <h1><fmt:message key="login.title" /></h1>
comment that out and add your own custom message
For example
<%-- <h1><fmt:message key="login.title" /></h1> --%>
<h1>Welcome to Applicable Connections</h1>

Save and refresh the browser - the result will look like this


*NOTE : you can also customize the text with the use of
strings – Advanced Customization
Default theme - login.jsp & error.jsp
Left hand log in box – can also
 be customized or removed




Also the error.jsp – for adding additional errors, etc.

Good examples are in the customization white paper –
http://www.ibm.com/developerworks/lotus/documentation/lc3custom
ize/ - a lot is still relevant and is a great source of info.
Default theme - The finished product
Community Themes – editing existing

Copy the ‘coloured’ theme to the customization folder
Delete the theme.css – as this causes issues
Add logo and footer information to the
<themename>Theme.css – ie greenTheme.css
Community Themes – create a new
 theme
Create a copy of the existing default community theme put it in
<customization_dir>/common/nav/common/styles/ and give it a name
i.e applicableTheme
Rename the defaultTheme.css & defaultThemeRTL.css to
applicableTheme.css & applicableThemeRTL.css

 – edit these files
for theme changes
 and add the
additional header
and footer styles.
Community Themes – create a new
  theme
To associate a thumbnail image with your custom theme, upload a
<theme>.jpg file to the following directory:
<install_dir>/<customization_dir>/communities/images/

To add the new theme to the communities configuration file
Check it out (using the wsadmin tool)
execfile("communitiesAdmin.py")
CommunitiesConfigService.checkOutConfig("<working_directory>", "<cell_name>")


Edit the communities-config.xml
<comm:theme>
     <comm:themeUuid>applicable</comm:themeUuid>
     <comm:displayNameKey>label.theme.name.default</comm:displayNameKey>
     <comm:isScriptKey>false</comm:isScriptKey>
     <comm:cssUrl>/nav/common/styles/applicableTheme/applicableTheme.css</comm:cssUrl>
     <comm:cssRtlUrl>/nav/common/styles/applicableTheme/applicableThemeRTL.css</comm:cssRtlUrl>
     <comm:thumbnailUrl>/images/applicableTheme.png</comm:thumbnailUrl>
   </comm:theme>
Community Themes – create a new
theme
Comment the default theme out, save the communities-config.xml
file and check it back in.
CommunitiesConfigService.checkOutConfig("<working_directory>", "<cell_name>")

Restart the communities application

New theme will be available to select by default.
Advanced Customization – there is
more?
Changing the getting started pages
Resource bundles and strings
Deploying widgets
Extending profiles
Some Examples:
Some Examples:Profile progress, update
chain & additional reports




http://www.justnudge.com/
Some Examples: Extending Profile Twitter
Widget




http://www.justnudge.com/
Version 4 and beyond
Need more information – The ICS
Community
Social Connections – the Connections Use Group – http://socialconnections.info

Connections101 – Step by step guide by Gab Davis and Paul Mooney - http://www.connections101.net

IBM Connections Blog – news and views on IBM Connections
http://ibmconnectionsblog.com

LotusGreenhouse Connections Users – run by users for users
https://greenhouse.lotus.com/communities/service/html/communityview?communityUuid=507e9688-69f3-
4053-9416-4a54e5f57a64

ICS Champions on Twitter - https://twitter.com/#!/IBMSocialBizUX/ibm-champions

Sync.ron.us – Connections product managers blog
http://synch.rono.us/social/blog.nsf
Want to contact me?

   @socialshazza

   sharonbellamy

   lotusgreenhouse – sharon bellamy

   IBM developerworks – dilftechnical

   www.socialshazza.com – blog

   www.applicable.com - applicable

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Customizing IBM Connections - Who's the fairest of them all

  • 1. "Customizing & Beautifying Connections - Who’s the fairest of them all?" An introduction to theming IBM Connections All images and references to IBM and Lotus software are ™ and © IBM - Disney images are ™ and © Walt Disney Company All other images, logos are ™ and © the respective companies
  • 2. Who am I? • Consultant at Applicable • IBM Champion • Working with WebSphere based products for 10+ years • Disney fan • Blogger, Tweeter and general social networker
  • 3. Agenda The Basics • What is customizable • Pre Requisites • Tools of the trade • Customizing the default theme – the basics More Advanced Customization • Community Themes • Getting Started pages • Resource bundles and strings • Additional Customization Going forward – V4 and beyond
  • 4. What is customizable? Header Tabs Footer Getting started Widgets Text and Link colours Login and more ..
  • 5. Pre-Reqs - what do we need to know WebSphere Variables Wsadmin tool Customization directory Application files
  • 6. WebSphere Variables CONNECTIONS_CUSTOMIZATION_DEBUG variable must be created for testing and development Log on to the Deployment manager ISC (WebSphere Admin Console) under Environment > WebSphere Variables create a new cell level variable Note: the debug must not be set to true on a production server as this can impact performance CONNECTIONS_CUSTOMIZATION_PATH under Environment > WebSphere Variables Take a note of the CONNECTIONS_CUSTOMIZATION_PATH as this holds the path to the shared customisation directories demo ..
  • 7. Wsadmin Tool From the IBM Connections wiki - The wsadmin client is a scripting environment that gets installed with IBM® WebSphere® Application Server. You can use Jython language scripts, that are installed with Lotus Connections, to access and change properties that govern the Lotus Connections configuration. You can configure common properties that apply across all applications, and you can configure properties that apply only to an individual application. So what does that mean then? Connections comes with some handy little scripts to assist with some of the tricky admin and config. For the purpose of theming - the scripts allow you to check files for editing out and validate the xml when you check it back in. When using with IBM Connections, wsadmin commands are run from the deployment manger bin directory. Full list of Connections related wsadmin commands can be found in the Connections wiki http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Administering_applications_ic301
  • 8. Wsadmin Tool - cont When using the wsadmin tool you require a directory to check the files out in referred to as the <working_directory> and the name of the websphere cell referred to as the <cell_name> Force all user web browsers to refresh all cached content and display your changes by running the command that updates the product version stamp. execfile("connectionsConfig.py") Check out the connections config file: LCConfigService.checkOutConfig("<working_directory>","<cell_name>") Update the timestamp: LCConfigService.updateConfig("versionStamp","") Check the file back in: LCConfigService.checkInConfig("<working_directory>","<cell_name>")
  • 9. Customization Directory The customization directory holds a folder for each application’s customization. A common directory which holds customizations applied across ALL applications and an additional directory for strings. Any files placed in these directories must have the same directory path as the original files, and they will overwrite the application files. In this presentation we will be covering global customizations
  • 10. Application ear files The default location for the web application directory for each application is: <WAS_home>/profiles/<profile_name>/installedApps/<cell_na me>/<application_name.ear>/<application_name.war> Activities oawebui.war Blogs blogs.war Bookmarks dogear.webui.war Communities comm.web.war Files qkr.share.files.war Forums forums.web.war Home page homepage.war Profiles lc.profiles.app.war Search search.war Wikis qkr.share.wiki.war
  • 11. Tools of the Trade Your favourite text editor Connections instance with a HTTP server Your favourite css editor & firebug Selection of browsers for testing Other useful tools
  • 12. Customising the default theme CSS style sheet Logo, Header & Footer Login.jsp
  • 13. Default theme - custom.css The first step in customising the default theme is to override the style Copy the 4 style files and the theme images directory from the defaultTheme from any application (i.e /WebSphere/AppServer/profiles/<profile>/installedApps/<cell>/Homepage.ear/homepage.wa r/nav/common/styles/defaultTheme/ ) custom.css customRTL.css* defaultTheme.css defaultThemeRTL.css* themeImages directory - this holds the custom background image if you have one. Create the same directory path in the CONNECTIONS_CUSTOMIZATION_DIR/common/nav/common/styles/defaultTheme/ and place the files in there. *Note: If your users view the product in Arabic, Hebrew, or another right-to-left language you will need customise the RTL files
  • 14. Default theme - custom.css - cont Where possible use the custom.css to override all changes, IBM only recommend that you edit the defaultTheme.css for extensive editing, as this is overwritten when fix packs are applied. The main sections changed in the style sheet include: • background colour • company logo • link colours • header colour and size • navigation tab colours • search box colour • widget / portlet colours demo ..
  • 15. Default theme - header.jsp Changes to the main site navigation and login and logout links are made in the header.jsp and additional links and menus can be added very quickly. The header.jsp file is the same for each application copy from homepage app (<WAS_ROOT/profiles/AppSrv01/installedApps/<CELL>/Homepage.ear/homepage.war/na/t emplates) and place into the customization folder (CONNECTIONS_CUSTOMIZATION_DIR/common/nav/templates) Elements to Customize logo additional menus customize existing menus additional links demo ..
  • 16. Default theme - header.jsp - cont additional menus logo additional links header banner image customize existing menus additional menus & external search box extended banner size & demo .. logo additional wording
  • 17. Default theme - footer.jsp The footer is customized in the same way as the header Add your own footer links, remove or customize the existing ones From To or
  • 18. Default theme - login.jsp Changes to the login page is made to the login.jsp - as well as the login form there is a section to allow for a message box, links or even user agreement text. Take a copy of the login.jsp from any application (i.e /WebSphere/AppServer/profiles/<profile>/installedApps/<cell>/Homepage.ear/homepage.war/nav/ templates/) and place in CONNECTIONS_CUSTOMIZATION_DIR/common/nav/templates Edit the welcome message Open the login.jsp and find the section <h1><fmt:message key="login.title" /></h1> comment that out and add your own custom message For example <%-- <h1><fmt:message key="login.title" /></h1> --%> <h1>Welcome to Applicable Connections</h1> Save and refresh the browser - the result will look like this *NOTE : you can also customize the text with the use of strings – Advanced Customization
  • 19. Default theme - login.jsp & error.jsp Left hand log in box – can also be customized or removed Also the error.jsp – for adding additional errors, etc. Good examples are in the customization white paper – http://www.ibm.com/developerworks/lotus/documentation/lc3custom ize/ - a lot is still relevant and is a great source of info.
  • 20. Default theme - The finished product
  • 21. Community Themes – editing existing Copy the ‘coloured’ theme to the customization folder Delete the theme.css – as this causes issues Add logo and footer information to the <themename>Theme.css – ie greenTheme.css
  • 22. Community Themes – create a new theme Create a copy of the existing default community theme put it in <customization_dir>/common/nav/common/styles/ and give it a name i.e applicableTheme Rename the defaultTheme.css & defaultThemeRTL.css to applicableTheme.css & applicableThemeRTL.css – edit these files for theme changes and add the additional header and footer styles.
  • 23. Community Themes – create a new theme To associate a thumbnail image with your custom theme, upload a <theme>.jpg file to the following directory: <install_dir>/<customization_dir>/communities/images/ To add the new theme to the communities configuration file Check it out (using the wsadmin tool) execfile("communitiesAdmin.py") CommunitiesConfigService.checkOutConfig("<working_directory>", "<cell_name>") Edit the communities-config.xml <comm:theme> <comm:themeUuid>applicable</comm:themeUuid> <comm:displayNameKey>label.theme.name.default</comm:displayNameKey> <comm:isScriptKey>false</comm:isScriptKey> <comm:cssUrl>/nav/common/styles/applicableTheme/applicableTheme.css</comm:cssUrl> <comm:cssRtlUrl>/nav/common/styles/applicableTheme/applicableThemeRTL.css</comm:cssRtlUrl> <comm:thumbnailUrl>/images/applicableTheme.png</comm:thumbnailUrl> </comm:theme>
  • 24. Community Themes – create a new theme Comment the default theme out, save the communities-config.xml file and check it back in. CommunitiesConfigService.checkOutConfig("<working_directory>", "<cell_name>") Restart the communities application New theme will be available to select by default.
  • 25. Advanced Customization – there is more? Changing the getting started pages Resource bundles and strings Deploying widgets Extending profiles
  • 27. Some Examples:Profile progress, update chain & additional reports http://www.justnudge.com/
  • 28. Some Examples: Extending Profile Twitter Widget http://www.justnudge.com/
  • 29. Version 4 and beyond
  • 30. Need more information – The ICS Community Social Connections – the Connections Use Group – http://socialconnections.info Connections101 – Step by step guide by Gab Davis and Paul Mooney - http://www.connections101.net IBM Connections Blog – news and views on IBM Connections http://ibmconnectionsblog.com LotusGreenhouse Connections Users – run by users for users https://greenhouse.lotus.com/communities/service/html/communityview?communityUuid=507e9688-69f3- 4053-9416-4a54e5f57a64 ICS Champions on Twitter - https://twitter.com/#!/IBMSocialBizUX/ibm-champions Sync.ron.us – Connections product managers blog http://synch.rono.us/social/blog.nsf
  • 31. Want to contact me? @socialshazza sharonbellamy lotusgreenhouse – sharon bellamy IBM developerworks – dilftechnical www.socialshazza.com – blog www.applicable.com - applicable