Administration Guide
Getting Started
Logging On to the Portal
The Enterprise Portal Interface
Setting the Interface Language
Architecture of the Enterprise Portal
Overview of Portal Components
Portal Server
Page Builder
iViewServer
Persistence Layer
User Management Data Repositories
Knowledge Management
Unification Server
User Management
User Management Data Repositories
Organization of Users and Groups in Corporate Directory
Synchronizing SAP R/3 User Data with Corporate LDAP Directory
Configuring the Portal for SAP R/3 Authentication
Configuration of User Management and Security
Setting General User Management and Security Settings
Defining Location of Central User Data Repository
Defining User Repository to Be Used for Authentication
Configuring the Portal for Authentication Against LDAP Directory
Defining Location of User-to-Role Assignments
Defining Location of User Mapping Data
Defining Parser for Client Certificate
Mapping Attributes
Troubleshooting
Secure Connections to Corporate and Portal LDAP Directories
Assignment of Users and Groups to Roles
Assigning Roles to Users and Groups
Assigning Users and Groups to Roles
User Management Master iViews
Self-Registration of Users to the Portal
Setting Up Self-Registration
Change Password Master iView
Improving Performance of User Management Components
Settings for Connection Pooling
Customizing the Name in the Welcome Message in the Portal
Screen Reader Support for Visually Impaired Users
User Management and Security Files
Security
Authentication
Authentication with User ID and Password
Form-Based Logon
Authentication Using Client Certificates
Obtaining SAP Passport (Client Cert.) from SAP Trust Center
Obtaining a Server Certificate from SAP Trust Center
Keystore Manager
Client Certificates in Addition to Other Authentication Methods
Authentication Using External Mechanisms
Configuring the Portal for Windows Authentication
Authentication Against User Data in SAP R/3 System
Integration of Web Access Management Tools
Configuring the Portal for Netegrity SiteMinder Authentication
Interface for Pluggable Authentication Services
Anonymous Logon with Named Guest Users
Single Sign-On
Single Sign-On to SAP Systems
Defining an SAP Reference System for User Data
Single Sign-On with SAP Logon Tickets
Configuring Portal Server for SSO with SAP Logon Tickets
Configuring Component Systems for SSO with SAP Logon Tickets
Configuring SAP Systems to Accept and Verify SAP Logon Tickets
Using More Than One Portal
Using Transaction STRUSTSSO2 in SAP System >= 4.6C
Importing Portal Certificate into SAP System >= 4.6C
Importing Portal Certificate into SAP System < 4.6C
Using Web Server Filter for SSO to Non-SAP Applications
Microsoft Internet Information Server
Apache Web Server
iPlanet Web Server
Issuing SAP Logon Tickets for Multiple Domains
Defining SAP Logon Tickets as Secure Cookies
Single Sign-On with User ID and Password
Configuring SSO with User ID and Password to SAP Systems
User Mapping
Mapping Users: Administrator Tool
Mapping Users: User Enters Own Data
Single Sign-On to Unifier Projects
User Management and Security Files
Integration of Applications and Data Sources
Integration of SAP Systems
System Landscape
Defining Component Systems
Minimum Requirements for Systems.xml File
SAP GUI for Windows and SAP GUI for Java
Applications Based on Internet Transaction Server
Applications Based on Web Application Server
Attributes for User Mapping
Testing Your Entries in Systems.xml
Defining JCo Destinations
List of Attributes for JCo Destinations
Testing Your JCo Destinations
Minimum Authorizations for SAP Users
System Landscape Cockpit
Editing System Landscape Files
Viewing Content of System Landscape Files
Single Sign-On
Support for GUI Types
SAP GUI for HTML
SAP GUI for Java
SAP GUI for Windows
Structured Storage Technology
SAPGUI Shortcut File
Integration of SAP Applications
Master iViews SAPApplication
Data Sources and Mapping
Defining a Data Source
Data Source Parameters
Single Sign-on through User Mapping
Mapping Properties
Extending Single Sign-on Settings for Clients
Working Through a Proxy Server
Connecting to an SSL-Based Unifier Project
Assigning Data Source Permissions
Channels
Creating Channels
Editing Channels
Deleting Channels
Assigning Channel Permissions
Exporting and Importing Channels
Exporting Channels
Importing Channels
iViews
Overview
Launching the iView Interface
.NET iViews
Overview
Creating Unifier and .NET Custom iViews
iView Properties
Info Tab
Appearance Tab
Load Tab
URL Tab
Parameters Tab
Export Tab
Defining iView Infopages
Creating Infopages
Viewing iView Infopages
Associating Infopages with iViews
Exporting/Importing Infopages
Using the Query Editor
Query Editor: Unification Server 5.x
Using The Query Editor
The Design Interface
Defining the Query Statement
The Preview Tab
The XML Query Tab
The SQL Query Tab
Copying the Query
Additional Functionality Using Hyrel Functions
Query Editor: Unification Server 4.x
Using the Query Editor
Defining the Query Statement
The Preview Tab
The XML Query Tab
Copying the Query
Using Hyrel Functions
Query Editor: BDN 2.x
Installing the Query Editor Plug-in
Creating the Query Statement
Integrating Yahoo! iViews
Creating iViews Using iView Catcher
Exporting .NET iViews
Exporting the iView
Modifying File and Content Dependency Objects
Importing .NET iViews
File and Content Dependency Objects
Importing the iView
About iViewStudio
Master iViews
Deployment of Portal Components
Structure of a PAR File
Master iView Properties
Portal Component Properties
Visual Properties
Self-Defined Properties
SAP Master iViews - Overview
Java iViews
Java iViews and Master iViews
Creating Java iViews
Creating a Java iView Based on a Master iView
Creating Java iViews for SAP Transactions
Creating Java iViews for SAP MiniApps
Creating Java iViews for SAP IACs
Creating Java iViews for BEx Web Applications
Creating Java iViews for Crystal Reports
Creating Java iViews for Business Server Page Applications
Maintaining Master iView and Java iView Properties
Maintaining Properties of Java iViews
Configuring a View on the Properties List
Exporting Java iViews
Importing Java iViews
External Services
Yahoo! Content Modules
Overview
Connecting to Yahoo! Enterprise Solutions
Yahoo! Data Source
Configuring the Yahoo! Conduit
Configuring the Model Account Settings
Importing Yahoo! Content Modules
Editing Yahoo! Content Modules
Assigning Yahoo! iViews to Users
Enabling Access to Account Info on Yahoo!
Personalizing Content with Model and User Accounts
Maintaining Validity of Yahoo! Content
Exporting Yahoo! iViews
Deleting Yahoo! iViews
Using iView Catcher
Legal Aspects of iView Catcher
Launching iView Catcher
iView Catcher Interface
Browse and Capture Modes
Browsing the Web Page
Capturing a Web Object
Using the Capturing Tools
Selecting iFrames and Java Applets
Using the Advanced Tools
Viewing the XPath of a Captured Object
Defining Advanced iView Preferences
Working with the Rendering Wizard
Filtering HTML Tag Elements in the Rendering Wizard
Using the Analyze Tool
Configuring Input Parameters
Previewing the Captured Object
Creating a Data Source for a Secured Resource
Saving the iView
Applying an External ASP File
Editing the iView Properties
Browser Compatibility Issues
Enabling iViews for Netscape
Searching for iViews
Editing iView Properties
Previewing iViews
Assigning iViews to Channels
Using the Move Function
Modifying the Channel Assignment
Testing iViews
Deleting iViews
Importing / Exporting iViews
Pages
Working with the Page Editor
Creating Pages
Editing Pages
Deleting Pages
Defining the Page Properties (Info Tab)
Defining the Page Content (Content Tab)
Defining the Page Layout (Layout Tab)
Exporting Pages
Exporting a Page
Importing Pages
Assigning Pages to Roles
Web Components
Working with the Web Component Utility
Labeling the Web Component
Building the URL
Displaying Web Components in a Separate Browser Window
Exporting a Web Component
Importing a Web Component
Customizing the Web Component
Roles
Portal Content Directory (PCD)
Configuration of the PCD
Checking the PCD Storage Location
Maintaining Parameters for the PCD
Objects in the PCD
Master iViews
External Services
Worksets
Roles
Folder Hierarchies in Roles and Worksets
Pages
Role Maintenance
Personalization of the Role Editor
Personalization of the View Area
Personalization of the Edit Area
Functions in the View Area
Loading Objects from the PCD to the View Area
Searching for Objects in the Catalog
Scrolling in the Catalog
Preview of Objects and Update of Catalogs
Deleting Entries
Hiding Objects in the View Area
Moving Objects from the View Area to the Edit Area
Definition and Provision of Role Contents
Creating External Services
Creating External Services Based on a Master iView
Creating External Services for Web Addresses
Creating External Services for SAP Transactions
Creating External Services for SAP MiniApps
Creating External Services for Internet Application Components
Creating External Services for BEx Web Applications
Creating External Services for Crystal Reports
Creating External Services for Server Page Applications
Maintaining Master iView and External Service Properties
Configuring Master iViews
Maintaining the Properties of External Services
Calling External Services in the Portal
Configuring a View on the Properties List
Creating, Changing and Copying Worksets
Creating Pages and Defining the Layout
Creating Roles and Assigning Contents
Creating, Changing and Copying Roles
Assignment of Content Objects to Roles
Assigning Roles
Assigning Worksets
Assigning Pages
Assigning External Services
Assigning Master iViews
Assigning KM Repositories and Documents
iPanel Assignments (Data Sources and Web Components)
Channel Assignments
Changing Worksets and Roles in an External Namespace
Delta Links and Upgrade of Business Packages
Shipment of Content and Naming Conventions
Roles in the SAP System and Content Shipment in the EP
Delta Link
Creating a Delta Link for a Workset in a Role
Creating a Delta Link for a Role within a Role
Roles that are Shipped
portal_user Role
portal_admin Role
Administrator Roles for Knowledge Management
Special Functions in the Edit Area of the Role Editor
What to Look Out for During Role Maintenance
Assigning Roles to Users
Translation of Roles, Worksets and External Services
Importing and Exporting PCD Objects
Roles and Navigation
Basic Principles of Navigation
Top-Level Navigation
Setting Top-Level Navigation
Defining Entry Points
Defining the Order of Entry Points
Detailed Navigation
Definition of Detailed Navigation
Detailed Navigation as a Java iView on a Page
Using the Delivered Java iView for Detailed Navigation
Creating a Java iView for Detailed Navigation
Creating Pages and Assigning Java iViews
Deciding on Further Procedures
Defining a Default Page for Detailed Navigation
Detailed Navigation as an External Service in the iPanel
Roles and SAP Systems
Migration of SAP Roles to the Enterprise Portal
Assigning Migrated Services to Roles and Worksets
Role and User Distribution to the SAP System
Background
Release Information
Roles in the Enterprise Portal
Roles in the SAP System
Role Distribution Process
Copying the Role Data and Assignments
Copying Role Data
Copying Role Assignments
Follow-up Processing for Portal Roles in the SAP System
Prerequisites
System Landscape
Adjusting System Responsibilities
Authorizations
Maintenance of Authorization Roles
Working with Transaction WP3R
Creating Authorization Roles
Maintaining Authorization Data
Adjusting Services
Deleting Authorization Roles
Transporting Roles to other Target Systems
Checking Role Transports
Assigning Authorization Roles
Prerequisites
Assigning Roles
Automatic Role Assignment in the Background
Error Situations
Cleaning up Data
Translating Portal Content Metadata
Multi-Language Support at Runtime
Workflow Overview
Using the Maintain Texts in Language Tool
Creating New Content Objects
Translating the Object Metadata Strings
Using the Metadata String Tools
Translation Workflow
Installing the Metadata String Tools
Installing the Metadata String Transporter
Installing the Metadata String Translator
Exporting Strings from the Database to XML
Modifying the XML File
Opening an XML File for Editing and Translation
Editing/Translating the Metadata Strings
Saving the Edited/Translated Strings
Importing Strings into the Database
Importing/Exporting Issues
The Portal Language and Locale
How Portal Determines the User Locale
How Portal Returns Information Based on the User Locale
Defining the User Locale
Importing and Exporting Portal Content
Design Changes and Branding
The Color Concept of the Color Templates
Changing the Design
Selecting Color Templates and Previewing Design Elements
Checking How the Design Parameters Affect the User Interface
Changing the Design Parameters and Saving Them as a New Design
Changing and Swapping Logos and Images
Undoing/Redoing and Resetting Parameters
Downloading and Uploading Designs
Where in the Portal are your Designs Stored?
Deleting the Design
Personalizing the Style Editor
Generating ITS Style Sheets and Upgrading Workplace 2.11 Styles
Displaying/Hiding the Design and Defining the Default Design
Upgrading the Design
Support When Searching for Errors and Solving Problems
Use of the Style Editor with Netscape Navigator
Client Framework for Administrators
Fundamentals of the Client Framework
Framework API
Client Eventing
Client Data Bag
New Navigation Model / WorkProtect Mode
Implicitly Contained Functions
Modification to the Java Origin Policy
Distributed EPCM Integration
Session Release Agent
Configuration
General Settings
Settings for the Session Release Agent
Settings for WorkProtect Mode
Monitoring the Portal Server
Requests: Summary
Request Overview
Component Overview
Thread Overview
User Overview
Logging in the Portal
Creating a Logger
Assigning Logger Classes with Logging Levels to a Logger
Assigning a Package to a Logger
Logging Console
Displaying Content of Logger (User Mode)
Changing Configuration of a Logger (Administration Mode)
Logging Levels
Logger Classes
Defining the System Preferences
Troubleshooting
Knowledge Management Platform - Administration
Administrating Content Management
Configuration of Content Management
Standard Configuration
Queued Update
Configuration Structure
Repositories and Repository Managers
Internal Repositories
CM Repository Manager
Taxonomy Repository Manager
User Management Repository Manager
Content Exchange Repository Manager (ICE)
Virtual Root Repository Manager
External Repositories
Integrating Documents from a Windows System into KM
Creating and Assigning a Servlet Engine User
Setting a Windows System in the Portal System Landscape
File System Repository Manager
WebDAV Repository Manager
WebDAV
Lotus Notes Repository Manager
Integration and Configuration of the Lotus Notes Repository Mana
Creating and Configuring a Lotus Notes Repository Manager
Setting Up a Lotus Domino Server in the CM System Landscape
Setting Up a Lotus Domino Server in the Portal System Landscape
Web Repository Manager
Web Sites
HTML Property Extractors
Crawling and Indexing a Web Repository
Security Managers
WebDAV Protocol
Global Services
Index Management Service
Crawler Service
Crawler Types
Crawler Profiles
Publishing Pipeline
Pipeline Add-Ons
Content Exchange Service
Notificator Service
Inbox Service
Task Queue Service
System Landscape Service
System Landscape Definitions
Content Management System
Lotus Notes System
HTTP System
Windows System
Scheduler Service
Scheduler Timetable
Scheduler Tasks
Scheduler Tasks for Time-Based Publishing
Content Exchange Task Queue Reader
Index Service Task Queue Reader
Polling Scheduler Task
Property Metadata Service
Predefined Properties
File System Mount Service
Network Paths
Application Log Service
Cache Service
URL Generator Service
URI Mapper Service
Mime Handler Service
Checkout Service
Ordered List Service
Object Type Handler Service
Quick Poll Service
Filter Service for Resource Lists
XML Forms Service
Repository Services
Application Property Service
Service ACL service
Access Statistics Service
Subscription Service
Subscription Event Mapping
Time-Dependent Publishing Service
State Management Service
Layout Service
Event Logging Service
Collaboration Services
Repository Filters
Content filters
XSLT filter
HTML Filter
HTML Stylesheet Filter
Service Programs
ACL Security Manager Configuration
Caches
Channels
Channel Originators
JDBC Connection Pools
URL Access For Content
MIME Types and Symbols
MIME Types for Online Editing
JDBC ID Mapper
Service Users
System Principals
Knowledge Management User Interface
Structure of User Interface
Priority of Settings.
Flavors
Where Do I Set the User Interface?
Explorer Interface
Configuration
Resource Renderer Settings
Collection Renderer Settings
Image Maps
Creating and Integrating an Image Map
Creating an OTH File
Layout Sets
Layout Profiles
Default Layout Profile
Debugging Settings
MIME Types for Online Preview
Assigned Java Classes
Layout Controllers
Resource Renderers
Collection Renderers
Controls for Layout Profile Plug-Ins
Details Dialog Box
Properties in the Details Dialog Box
Overview in the Details Dialog Box
User Interface Commands
Commands and Command Groups
Menus
User Authentication
Form-Based Publishing
Form-Based Publishing Processes
Form Templates
XSL Stylesheets
Edit XSL, View XSL, and Reply XSL
List Edit XSL and List Display XSL
Post XSL
PropertyEdit XSL and PropertyView XSL
Configuration Files
The Global Configuration File
Form-Specific Configuration Files
Setting Up a Form-Based Publishing Application
Routine Administrative Tasks
Indexes
Creating an Index
Index Groups
Standard Crawler Profile and Standard Schedule
Assigning Data Sources
Canceling the Assignment of a Data Source
Creating Taxonomies for an Index
Deleting a Taxonomy
Indexing Status
Reindexing and Incremental Update
Taxonomies and Classification
Taxonomies
What is a Query-Based Taxonomy?
What is an Example-Based Taxonomy?
Creating a Taxonomy
Creating a Query-Based Taxonomy
Creating a Query-Based Taxonomy from Scratch
Creating a Query-Based Taxonomy Using a Folder Hierarchy
Hierarchical Search Queries
Defining Search Queries (Simple View)
Defining Search Queries (Advanced View)
Copying and Inserting Search Requests
Creating an Example-Based Taxonomy
Creating an Example-Based Taxonomy from Scratch
Creating an Example-Based Taxonomy Using a Folder Hierarchy
Training Taxonomies Using Search Queries
Changing the Taxonomy Type
Classification (Classifying Documents)
What Does Query-Based Classification Mean?
What Does Example-Based Classification Mean?
Classifying Documents
Automatic Classification
Classification Inbox
Starting Automatic Classification in the Classification Inbox
Manual Classification of Individual Documents
Canceling Classification
Comparison Between Query-Based and Example-Based Classification
Permissions
Service Permissions
Permission Owners
Content Exchange
Content Exchange Concepts
Scope of Transmitted Data
Distributing Content by HTTP
Distributing Content (Offline)
Exporting a Package Using the ICE Repository
Importing a Package Using the ICE Repository
Syndicator Tasks
Editing Syndicator Properties
Creating and Managing Offers
Defining Delivery Rules for Offers
Manage subscribers and their subscriptions
Subscriber Tasks
Editing Subscriber Properties
Register a Syndicator at the Subscriber
Creating and Managing Subscriptions
Publishing with an Approval Process
Crawler Monitor
Cache Monitor
KM Components Monitor
’Application Log’ iView
Knowledge Management Package
My Info Workset
Content Manager Workset
KM Admin Workset
KM Examples Workset
iView Pool
Notifications (Action Inbox)
‘Application Log’ iView
Browser
‘Business Card’ iView
Cache Monitor
Classification Inbox
Taxonomy Trainer (Classification Training)
Configuration
Crawler Monitor
‘Default’ iView
Details (to EP 5.0 SP5)
Discussions (to EP 5.0 SP5)
‘Discussion Group’ iView
‘Documents’ iView
Download
‘Explorer’ iView (to EP 5.0 SP5)
‘Explorer-Search’ iView
Favorites
Feedback
ICE
'Content Exchange Service - Subscriber' iView
'Content Exchange Service - Syndicator' iView
‘Index Administration’ iView
'Link List' iView
Quick Poll
Quick Poll Administration
‘Search’ iView
‘Service’ iView
My Subscriptions
UI Details (from EP 5.0 SP5)
Discussions (from EP 5.0 SP5)
‘Explorer’ iView (from EP 5.0 SP5)
Taxonomy Query Builder
TREX administration
’Upload’ iView
Version
Versioned Docs
XML Forms Builder
XML Forms Builder Start
‘XML Form’ iView
‘XML Form Edit’ iView
'XML Form Preview' iView
TREX Administration
Checklist for Routine Operation
TREX Monitoring
Queue Server
How Does the Queue Server Work?
What is a Queue?
What Does the State of a Queue Mean?
What Does the Status of a Document Mean?
Stopping a Queue
Activating a Queue
Triggering Queue Processing
Displaying the Status of a Document in a Queue.
Resetting the Status of a Document in a Queue
Displaying the Status of a Queue
Deleting a Document from the Queue
Displaying and Changing Queue Parameters
Queue Parameters
Defining the Schedule
Optimizing Performance
Index Server
Index
Creating an Index for Test Purposes
Indexing a Document
Finding a Document
Search Methods
Using Placeholders
Lower/Uppercase when Searching
Searching for More Than One Term
Deleting an Index
Initializing an Index
Displaying Index Parameters
Name Server
Displaying the Data Basis of the Name Server
Flagging TREX Servers as Active/Inactive
Adding an Entry to the Data Basis
Removing an Entry from the Data Basis
Displaying and Changing Name Server Parameters
TREX Configuration
TREX Caches
TREX Java client
TCP/IP Communication
Default HTTP Server
HTTP Server
Indexes
Index Server
Name Server
Cache for Search Queries
Queue Server
Configuration of Language Recognition and Proxy Servers
Configuring Language Recognition
Changing Proxy Server Settings
Single Sign-On