1. SHOW301: Make Your IBM®
Connections Deployment
Your Own: Customize It!
Klaus Bild, Belsoft AG
Wannes Rams, GFI
© 2014 IBM Corporation

2. This presentation mentions the following
Copyrights and Trademarks
§ IBM® Connections
§ Android™
§ IBM Cognos®
§ BlackBerry®
§ IBM® Lotus® Connections 3.0
§ CKEditor™
§ IBM® Domino®
§ Firefox®
§ IBM® Sametime®
§ Google Maps™
§ IBM® Tivoli®
§ Microsoft® Windows®
§ IBM® WebSphere®
§ Microsoft® Windows Server® 2008 R2
§ OASIS®
§ LinkedIn®
§ Twitter®
§ Wordpress®
2

3. Introduction
About Klaus Bild
®
®
kbild.ch
twitter.com/kbild
linkedin.com/in/kbild
3

4. Introduction
About Wannes Rams
wannes.rams.be
twitter.com/wannesrams
linkedin.com/in/wannesrams
4

5. Introduction
And what do Klaus and Wannes have in common?
5

6. Introduction
Goal
Show you live what
can be customized
and give you a starting point
for your
own customizations
6

7. Agenda – First Part
§ Introduction
§ User Interface
§ Login Page
§ Notifications
§ Getting Started Page
§ Communities
§ Wikis
§ Profiles
§ Richtext Editor
7

8. Agenda – Second Part (if time will allow it)
§ Media Gallery Object Types
§ Mobile App
§ Reports
§ Desktop Plugin
§ IBM Connections Content Manager
8

9. Introduction
So, who are you?
9

10. Introduction
Our environment
§ Microsoft Windows Server 2008 R2
§ IBM Connections 4.5 CR3 (IBM Domino LDAP, single box installation)
§ CONNECTIONS_CUSTOMIZATION_DEBUG enabled
§ Next Generation Theme
§ Profile templateReloading in profiles-config.xml set to 15 secs
§ Login credentials stored in soap.client.properties
-> Always disable debug & reloading settings in production!
10

11. Introduction
Remarks
§ We use following abbreviations:
– custom_dir: Customization directory, check the WebSphere variable
CONNECTIONS_CUSTOMIZATION_PATH
(here D:IBMConnectionsdatasharedcustomization )
– provision_dir: Provision directory, check the WebSphere variable
CONNECTIONS_PROVISION_PATH
(here D:IBMConnectionsdatasharedprovision)
– profiles_dir: WebSphere profiles directory
(here D:IBMWebSphereAppServerprofiles)
– htdocs: HTTP Server htdocs directory
(here D:IBMHTTPServerhtdocs)
11

12. User Interface – Introduction
§ In this part we will:
– Change logo and colors
– Add a custom menu and permanent link
12

13. User Interface - Example
Custom menu
Custom permanent link
Custom colors, logo
13

14. User Interface – How to
Change Logo and Colors
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop Common App
14

15. User Interface – How to
Change Logo and Colors
§ We are using the Next Generation Theme
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_themes_for_IBM_Connections_4.5_CR1_ic451
§ NextGen Theme works different than the standard theme
– We have to customize a source file (com.ibm.social.gen4.theme_4.0.0.cr3.jar)
– This is more a hack than a proper documented way (but it is a supported way!)
– Therefore you have to backup your changes before any fix/fixpack installation or upgrade
(the changes may be overwritten)
– Standard theme customization is easier, just create your own theme css file in
custom_dirthemesdefaultTheme
15

16. User Interface – How to
Change Logo and Colors
§ Go to folder provision_dirwebresources
§ Open com.ibm.social.gen4.theme_4.0.0.cr3.jar with a zip program
16

17. User Interface – How to
Change Logo and Colors
§ Extract all files to
provision_dirwebresourcescom.ibm.social.gen4.theme_4.0.0.cr3
17

18. User Interface – How to
Change Logo and Colors
§ Delete the file com.ibm.social.gen4.theme_4.0.0.cr3.jar
§ Rename the new folder to com.ibm.social.gen4.theme_4.0.0.cr3.jar
REMARK: customizations can directly be tested, no repacking needed
18

19. User Interface – How to
Change Logo and Colors
§ Open the new folder com.ibm.social.gen4.theme_4.0.0.cr3.jar and navigate to
resourcescssdefaultTheme
§ Open defaultTheme.css with a text editor
19

20. User Interface – How to
Change Logo and Colors
§ Search .lotusui30 div.lotusBanner .lotusRightCorner
§ Replace the color gradient #3c404 - #151718 with #00b2ef - #00649d
20

21. User Interface – How to
Change Logo and Colors
§ Hide the IBM logo and add a new logo
21

22. User Interface – How to
Change Logo and Colors
§ Copy your referenced logo ibmconnect.png to the htdocsimages folder
22

23. User Interface – How to
Change Logo and Colors
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Start the Common App
23

24. User Interface – Result
Change Logo and Colors
§ Refresh the browser
24

25. User Interface – How to
Custom Menu and Permanent Link
§ Copy the header.jsp file from
profiles_dirAppSrv01installedAppsconnectionsCell01Homepage.ear
homepage.warnavtemplates to custom_dircommonnavtemplates
25

26. User Interface – How to
Custom Menu and Permanent Link
§ Open the copied header.jsp file with a text editor
§ Change/Add some lines at the end of the file
Reference to custom menu
"
26
Custom permanent link

27. User Interface – How to
Custom Menu and Permanent Link
§ Copy the referenced image question.png to the htdocsimages folder
27

28. User Interface – How to
Custom Menu and Permanent Link
§ Create a folder called menu and create the referenced jsp file ibmconnect14.jsp
28

29. User Interface – How to
Custom Menu and Permanent Link
29

30. User Interface – Result
Custom Menu and Permanent Link
§ Refresh your browser
30

31. User Interface – Resources
§ Customizing the user interface
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_the_user_interface_ic45
§ Customization of the Next Gen Theme
http://kbild.ch/2013/07/customization-of-the-next-gen-theme-for-ibm-connections/
§ Customizing the navigation bar
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_the_navigation_bar_ic45
31

32. Login Page – Introduction
§ In this part we will:
– Add a disclaimer to the login page
32

33. Login Page – Example
33

34. Login Page – How to
Alter the login.jsp
§ We need to change login.jsp. To do that copy
profiles_dir/AppSrv01/installedApps/connectionsCell01/Blogs.ear/blogs.war/nav/
templates/login.jsp
to
custom_dircommonnavtemplates
§ Replace the following part
34

35. Login Page – How to
Alter the login.jsp
§ With the following code to add the agreement text and agreement button
35

36. Login Page – How to
Alter the login.jsp
§ Next thing is to change the loginbutton to make it disabled and assign an id for reference in
our javascript.
Change this code
§ With this
36

37. Login Page – How to
Add Javascript
§ Now we need to add a small piece of javascript to detect if the agreement was accepted to
change the login button to enabled
§ To do this add following javascript to the script section of the file
37

38. Login Page – How to
Add property file(s)
§ Last step is to add the property files that contain the actual text. To do so add a new file to
custom_dirstrings
§ Name the file
com.ibm.lconn.core.strings.templates.properties
§ You can add files for other languages if you have a multi-language deployment
38

39. Login Page – How to
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Stop and Start the
Common and
Homepage App
39

40. Login Page – Result
§ Refresh your browser
40

41. Login Page – Resources
§ Customizing IBM Lotus Connections 3.0
http://public.dhe.ibm.com/software/dw/lotus/LC30CustomizeFinal.pdf
41

42. Notifications – Introduction
§ In this part we will:
– Change default notifications texts
– Change global sender for notifications
– Change default notifications sending intervals
– Change logo and colors
42

43. Notifications – Example
Custom text
Changed sender
43
Custom colors, logo

44. Notifications – Example
Change default weekly
newsletters to daily
44

45. Notifications – How to
Change Text
§ Open following folder:
profiles_dirDmgr01configcellsconnectionsCell01LotusConnections-config
notifications
§ Here you can find the source files for all the different notifications
45

46. Notifications – How to
Change Text
§ Open notification(_en).properties in the resourcesnls folder
46

47. Notifications – How to
Change Text
§ Change the text IBM Connections to IBM Connect 14
§ Do the same for each language file which you want to use
47

48. Notifications – How to
Change Text
§ Go back to the notifications folder and now open the notification(_en).properties in
newsresourcesnls
§ Change every occurrence of IBM Connections to IBM Connect 14
48

49. Notifications – How to
Change Logo and Colors
§ Go back to the notifications folder and now open the style.ftl in newsaggregated
§ Change every occurrence of color #474747 to #025d9c
49

50. Notifications – How to
Change Logo and Colors
§ Change the referenced footer image from ibmLogoWhite23.png to ibmconnect.png
50

51. Notifications – How to
Change Logo and Colors
§ Go back to notification and copy ibmconnect.png to resourcesimages
51

52. Notifications – How to
Change Logo and Colors
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Stop an Start the
News App
52

53. Notifications – How to
Change Default Notifications Settings
§ Start the wsadmin client and execute connectionsConfig.py
§ Check out the notification-config.xml
LCConfigService.checkOutNotificationConfig('D:/temp','connectionsCell01’)
53

54. Notifications – How to
Change Default Notifications Settings
§ Open notification-config.xml in D:temp
§ Change properties for sender and mobile links
54

55. Notifications – How to
Change Default Notifications Settings
§ Change all defaultFollowFrequency="WEEKLY” to defaultFollowFrequency=”DAILY"
55

56. Notifications – How to
Change Default Notifications Settings
§ Close the file and check it in
LCConfigService.checkInNotificationConfig()
§ Execute newsAdmin.py
56

57. Notifications – How to
Change Default Notifications Settings
§ Run following command to refresh the default Email settings:
NewsEmailDigestService.refreshDefaultEmailPrefsFromConfig()
57

58. Notifications – Result
Change Default Notifications Settings
§ Check the new settings in the browser by resetting to default notifications settings
58

59. Notifications – Result
Change Logo and Colors
§ You can trigger the email digests by accessing the following URL to verify your settings
(admin will only receive digest)
http://connections.snt.com/news/web/testEmailDigestSendMail.action?type=daily
§ Or for all users
http://connections.snt.com/news/web/testEmailDigestSendMail.action?type=daily&initNextTranche=true
59

60. Notifications – Result
Change Logo and Colors
§ Check Newsletters in your mail client (Desktop and Mobile)
Mail on Mobile
60

61. Notifications – Resources
§ Customizing notifications
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_notifications_ic45
§ Including mobile links in notifications
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Including_mobile_links_in_notifications_ic45
§ Setting the default frequency of email digests
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Setting_the_default_frequency_of_email_digests_ic45
§ Verifying email digests
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Verifying_email_digests_ic45
61

62. Getting Started Page – Introduction
§ In this part we will:
– Add a tab to the Getting Started Page
62

63. Getting Started Page – Example
63

64. Getting Started Page – How to
§ To add a tab to the getting started page we need to start the wsadmin client and execute
homepageAdmin.py
§ Check out the gettingstarted-config.xml
HomepageCellConfig.checkOutGettingstartedConfig('D:/temp','connectionsCell01’)
64

65. Getting Started Page – How to
§ Add following to the gettingstarted-config.xml file
§ All content must share the same host (http://connections.snt.com). Use your IBM http server
to host the content
65

66. Getting Started Page – How to
§ To add the text for the tab, add a customization file to
custom_dirstrings
§ Name it com.ibm.lconn.homepage.resources.nls.jsp.jsp_resources.properties and
add the title for the tab
§ You can add files for other languages if you have a multi-language deployment
66

67. Getting Started Page – How to
§ Close the file and check it in
HomepageCellConfig.checkInGettingstartedConfig()
67

68. Getting Started Page – How to
§ Execute connectionsConfig.py and run following commands to update your configuration/
version stamp
LCConfigService.checkOutConfig('D:/temp','connectionsCell01’)
LCConfigService.updateConfig(“versionStamp”,””)
LCConfigService.checkInConfig()
68

69. Getting Started Page – How to
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Stop an Start the
Homepage App
69

70. Getting Started Page – Result
§ Refresh your browser
70

71. Getting Started Page – Ressources
§ Customizing the Getting Started view
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_the_Getting_Started_view_ic45
71

72. Communities – Introduction
§ In this part we will:
– Create two additional Community themes
– Add labels for this new themes
– Add the themes
– Create two simple Widgets
– Add these Widgets to Communities
72

73. Communities – Example
Theme
Two new themes (Belsoft, Gfi)
73

74. Communities – How to
Theme
§ Take defaultTheme.css as template and create a new theme css (nameTheme.css) in folder
custom_dirthemesnameTheme
-> create folders belsoftTheme and gfiTheme and create files belsoftTheme.css and
gfiTheme.css in this folders
74

75. Communities – How to
Theme
§ Take your customized NextGen defaultTheme.css as source
for the new css files (provision_dirwebresources
com.ibm.social.gen4.theme_4.0.0.cr3.jarresourcescssdefaultTheme)
§ change all relative paths to absolute
../../sprite/sprite16.png - > /com.ibm.social.gen4.theme/sprite/sprite16.png
§ Customize the theme css files (Belsoft, Gfi) by changing the color gradients
75

76. Communities – How to
Theme
§ Pay special attention how to link your custom images and where you have to place them
76

77. Communities – How to
Theme
§ Start the wsadmin client and execute communitiesAdmin.py
§ Check out the communities-config.xml
CommunitiesConfigService.checkOutConfig('D:/temp','connectionsCell01’)
77

78. Communities – How to
Theme
§ Open communities-config.xml in D:temp
§ Add your new themes (the labels and thumbnails will be added in the next steps)
78

79. Communities – How to
Theme
§ Check in communities-config.xml
CommunitiesConfigService.checkInConfig()
79

80. Communities – How to
Theme
§ Add com.ibm.lconn.communities.strings.ui.properties to custom_dirstrings
folder and add your labels
80

81. Communities – How to
Theme
§ Copy the theme thumbnail images to custom_dircommunitiesimages
81

82. Communities – How to
Theme
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Stop and Start the Communities App
82

83. Communities – Result
Theme
§ Open a Community and change the theme to one of the new themes
83

84. Communities – Example
Widgets
84

85. Communities – How To
Widgets
§ We will add two very simple widgets to the Communities application. An iFrame widget
showing clickable images that will guide you through the community and a widget that will
show the displayname and email address of the logged on user.
§ Add the widgets to your communities customization path
custom_dircommunities
85

86. Communities – How To
Widgets
§ Test if you can access the widget descriptor
86

87. Communities – How To
Widgets
§ Now we add the widget to our Connections communities, start the wsadmin client and
execute communitiesAdmin.py
§ Check out the widgets-config.xml
CommunitiesConfigService.checkOutWidgetsConfig('D:/temp','connectionsCell01')
87

88. Communities – How To
Widgets
§ Open widgets-config.xml in D:temp
§ Add your new widget definition
§ Check in widgets-config.xml
CommunitiesConfigService.checkInWidgetsConfig()
88
This will define the widget to
display in the middle column of the
community

89. Communities – How to
Theme
§ Open WAS Administrative Console and navigate to „Applications – WebSphere enterprise
applications“
§ Stop and Start the Communities App
89

90. Communities – Result
Widgets
§ Go to your Community and click “Community Actions – Customize”
§ Select your widgets to add them
90

91. Communities – Resources
§ Adding a custom theme to Communities
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Adding_a_custom_theme_to_Communities_ic45
§ Branding Communities in IBM Connections (Jerald Mahurin)
http://www.sociallycurious.com/2013/05/21/branding-communities-ibm-connections
§ Enabling custom widgets for Communities
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Enabling_custom_widgets_for_Communities_ic45
91

92. Wikis – Introduction
§ In this part we will:
– Change the default Welcome Page of Wikis
92

93. Wikis – Example
93

94. Wikis – How to
Welcome Page
§ Create a new Wiki and click edit
§ Change the Welcome Page to your needs, we will use it as template for the customization
§ Switch to the HTML Source view and copy the HTML code
94

95. Wikis – How to
Welcome Page
§ Paste the HTML code into a file and remove all “end of lines” (EOL)
95

96. Wikis – How to
Welcome Page
§ Create
com.ibm.lconn.share.services.handlers.wiki.nls.WikiWelcomeMessages_en.properties
in custom_dirstrings and add your title and HTML code (one line!)
§ Create a property file for every language you want to support
96

97. Wikis – How to
Welcome Page
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start
the Wikis App
97

98. Wikis – Result
Welcome Page
§ Create a new Wiki
98

99. Wikis – Resources
§ Customizing the Wikis welcome page
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_the_Wikis_welcome_page_ic45
99

100. Profiles - Agenda
§ Add custom profile fields
§ Synchronize custom fields using IBM TDI
§ Add a profile widget
§ Add profile types
100

101. Profiles – Introduction
Add custom profile fields
§ In this part we will:
– Add custom profile fields
– Create customized labels
– Add custom macros for advanced layout
– Edit the freemarker templates to display the custom fields
101

102. Profiles – Example
Add custom profile fields
Custom field from LDAP
Custom field type
102

103. Profiles – Example
Add custom profile fields
Custom field type
103

104. Profiles – How To
Add custom profile fields
§ Start the wsadmin client and execute profilesAdmin.py
§ Check out the profiles-config.xml
ProfilesConfigService.checkOutConfig('D:/temp','connectionsCell01’)
§ We need to declare the custom fields in the profiles-config.xml, open the file with a text
editor
104

105. Profiles – How To
Add custom profile fields
§ Add following attributes to the Profile Data Model
105

106. Profiles – How To
Add custom profile fields
§ Now we need to associate the new fields with a profile type
§ To do so, edit the profiles-types.xml and add the new fields to the default profile
106

107. Profiles – How To
Add custom profile fields
§ Check in the profiles-config.xml
ProfilesConfigService.checkInConfig()
107

108. Profiles – How To
Add custom profile fields
§ We need to add custom strings for the interface labels
§ To do so we will create a custom resource bundle
com.connect.profiles.strings.uilabels.properties in custom_dirstrings
§ Create translation files for all languages you want to support
108

109. Profiles – How To
Add custom profile fields
109

110. Profiles – How To
Add custom profile fields
§ Now we need to register the custom resource bundle and make it available for the
Freemarker templates
§ To register the file, check out the Connections configuration. First execute
connectionsConfig.py and the check out LotusConnections-config.xml
LCConfigService.checkOutConfig('D:/temp','connectionsCell01’)
§ Add following to the LotusConnections-config.xml file in the resources section
110

111. Profiles – How To
Add custom profile fields
§ Check in the configuration file
LCConfigService.checkInConfig()
§ Check out the profiles-config.xml again
ProfilesConfigService.checkOutConfig('D:/temp','connectionsCell01’)
111

112. Profiles – How To
Add custom profile fields
§ Edit the profiles-config.xml file and
add a reference to the registered bundle
112

113. Profiles – How To
Add custom profile fields
§ Next step is to add some custom macros for advanced controls. Instead of adding these to
the commonUtil.ftl file that comes with Connections we will add these to a custom file to
easy any upgrades and further customization
§ Create a file customControls.ftl in
profiles_dirDmgr01configcellsconnectionsCell01LotusConnections-config
profilestemplates
§ This file will contain functions to render radio buttons, multiselect buttons and drop-down
lists. We will show some parts of the file on the next slide.
113

114. Profiles – How To
Add custom profile fields
114

115. Profiles – How To
Add custom profile fields
§ To be able to alter your profile we first need to edit the profileEdit.ftl file in D:temp
§ We need to import the newly created custom controls
§ Adjust the file to display the fields required and import the sections to change the
visualization
115

116. Profiles – How To
Add custom profile fields
116

117. Profiles – How To
Add custom profile fields
117

118. Profiles – How To
Add custom profile fields
§ We need to alter profileDetails.ftl in D:temp to show the content in non-edit mode
118

119. Profiles – How To
Add custom profile fields
119

120. Profiles – How To
Add custom profile fields
120

121. Profiles – How To
Add custom profile fields
§ Check in the profiles-config.xml again and synchronize all nodes (this will copy
customControls.ftl to all nodes).
REMARK: we already changed the template reloading to 15 seconds
ProfilesConfigService.checkInConfig()
synchAllNodes()
121

122. Profiles – Introduction
Synchronize custom fields using TDI
§ In this part we will:
– Synchronize a custom profile field with the LDAP server using TDI
122

123. Profiles – How To
Synchronize custom fields using TDI
§ We will synchronize the twitter Id from LDAP to the Profiles database using TDI
§ To do so, you need to add the following to your tdi-profiles-config.xml file in
D:IBMTDIV7.1tdisolTDIconfLotusConnections-config
123

124. Profiles – How To
Synchronize custom fields using TDI
§ The data is stored in the “twitterid” field in LDAP
§ Run your sync script
124

125. Profiles – How to
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start
the Profiles App
125

126. Profiles – Result
Custom profile fields
§ Open a profile and test your custom fields
126

127. Profiles – Introduction
Widget
§ In this part we will add a custom google widget to profiles:
– Create widget
– Add widget
127

128. Profiles – Example
Widget
Offic
displ e address
a
Goog yed on
le Ma
ps
128

129. Profiles – How to
Widget
§ Create your widget called googleMap.xml in custom_dirprofiles
129

130. Profiles – How to
Widget
130

131. Profiles – How to
Widget
131

132. Profiles – How to
Widget
§ Now we add the widget to our Connections profiles, start the wsadmin client and execute
profilesAdmin.py
§ Check out the widgets-config.xml
ProfilesConfigService.checkOutWidgetConfig('D:/temp','connectionsCell01')
132

133. Profiles – How to
Widget
§ Open widgets-config.xml in D:temp
§ Add your new widget
133

134. Profiles – How to
Widget
§ Check in widgets-config.xml
ProfilesConfigService.checkInWidgetConfig()
134

135. Profiles – How to
Widget
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start
the Profiles App
135

136. Profiles – Result
Widget
§ Open a profile and test your widget
136

137. Profiles – Introduction
Add profile types
§ In this part we will add a second profile type. This profile type will contain only a subset of
the profile attributes that the default profile will have. We will also disable widgets based on
the profile
§ What are profile types
– Definition of different types of users
– Allows to change look and feel of the profiles application
– Example: customer, employee, contractor
§ Why use profile types
– Show different data for different types of users
– Block certain features
– Block built in widgets
– Block custom widgets
– Limit information stream
– Phase a rollout
137

138. Profiles – Example
Add profile types
138

139. Profiles – How To
Add profile types
§ First thing we need to decide is what field in LDAP will define the profile type.
In this example we will use an existing field that is not used for anything else
§ Now we need to configure TDI to add the profile type to the Profiles database. Alter the
map_dbrepos_from_source.properties file in your TDI Solution directory and map
profileType to your field in LDAP
139

140. Profiles – How To
Add profile types
§ Now run your TDI sync command
§ This is what you will see in the Employee database
140

141. Profiles – How To
Add custom profile fields
§ Start the wsadmin client and execute profilesAdmin.py
§ Check out the profiles-config.xml
ProfilesConfigService.checkOutConfig('D:/temp','connectionsCell01’)
141

142. Profiles – How To
Add profile types
§ We need to define the profile types and the profile fields we want to show in the file
profiles-types.xml
142

143. Profiles – How To
Add profile types
143

144. Profiles – How To
Add profile types
§ We can now disable profile features or widgets based on the profile type. We will start with
the profile features
§ Open profiles-policy.xml and add the desired configuration
144

145. Profiles – How To
Add custom profile fields
§ Check in the profiles configuration
ProfilesConfigService.checkInConfig()
145

146. Profiles – How to
Widget
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start
the Profiles App
146

147. Profiles – Result
Add profile types
§ Login with the external user
Tagging
enabled
when
logged
on as
external
user
147
No Twitter Id

148. Profiles – Result
Logged in with internal user
Tagging disabled
148
No invitation
button
Disabled

149. Profiles – How To
Add profile types
§ We will now disable widgets based on the profile type
§ Check out the widget configuration.
§ Disable the widgets you don’t want to show in widgets-config.xml
149

150. Profiles – How To
Add profile types
§ Check in the widget configuration again and restart the profiles application
150

151. Profiles – Result
Add profile types
Tags and sand gone
Tabs gone
151
All widgets gone
except links

152. Profiles – Resources
§ Adding custom widgets to Profiles
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Adding_custom_widgets_to_Profiles_ic45
§ Customizing IBM Connections – Modifying the Report-To Chain iWidget to include profile
data retrieved via Ajax (Hunter Medney)
https://www.ibm.com/developerworks/community/blogs/hmedney/entry/
customizing_connections_modifying_the_report_to_chain_widget_using_profile_data
§ Connections iWidget Development Guide
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/development-guide
§ Easy as a pie – Creating Widgets for IBM Connections (Mikkel Heisterberg)
http://www.slideshare.net/lekkim/bp207-easy-as-pie-creating-widgets-for-ibm-connections
§ Customizing IBM Connections 4.0 Profiles
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_IBM_Connections_4.0_Profiles
152

153. Profiles – Resources
§ Customizing Profiles
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_Profiles_ic45
§ Phasing an IBM Connections Rollout? Profile Types May Be the Answer
https://www-304.ibm.com/connections/blogs/socialbusiness/entry/
phasing_an_ibm_connections_rollout_profile_types_may_be_the_answer4
§ Profile types and locking profile features
http://www.slideshare.net/palmke/profile-types-and-locking-profile-features-15498931
153

154. Richtext Editor – Introduction
§ In this part we will:
– Create a new plugin
– Add the plugin to the Richtext Editor
154

155. Richtext Editor – Example
155

156. Richtext Editor – How to
§ You have to know how to create CKEditor Plugins
http://docs.cksource.com/CKEditor_3.x/Tutorials
§ Create your Business Card plugin
156

157. Richtext Editor – How to
§ Place your plugin in
custom_dirjavascriptcomibmoneuickeditoreditorplugins
157

158. Richtext Editor – How to
§ Open provision_dirwebresourcescom.ibm.lconn.blogs.web.resources_*.jar
with a zip program and extract ckeditor.js from resources folder
158

159. Richtext Editor – How to
§ Copy ckeditor.js to custom_dirjavascriptlconnblogs (or wikis)
159

160. Richtext Editor – How to
§ Open ckeditor.js and add the new plugin
160

161. Richtext Editor – How to
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start the Common App
161

162. Richtext Editor – Result
§ Refresh your browser cache
§ Create a new Blog entry and test the plugin
162

163. Richtext Editor – Resources
§ CKEditor Tutorials
http://docs.cksource.com/CKEditor_3.x/Tutorials
§ Tutorial – Extending the IBM Connections Rich Text Editor (Rob Novak)
http://ibmrockstar.com/2013/05/tutorial-extending-the-ibm-connections-rich-text-editor
163

164. Second Part
(if time will allow it)
164

165. Second Part – Examples
165

166. Media Gallery Object types – Introduction
§ In this part we will:
– Add a custom object type for the media gallery
– Add custom properties to the object type
– Show how to enable and use the new object type
166

167. Media Gallery Object types – Example
167

168. Media Gallery Object types – How to
Create your custom object type definition file
§ Object types are defined in XML according to the Content Management Interoperability
Services (CMIS) standard.
§ Content Management Interoperability Services (CMIS) is an open standard that allows
different content management systems to inter-operate
§ CMIS provides a common data model covering typed files and folders with generic
properties that can be set or read. There is a set of services for adding and retrieving
documents ('objects')
§ For this example we create a file connect_photo.xml in D:temp
168

169. Media Gallery Object types – How to
Create your custom object type definition file
<cmis:propertyDateTimeDefinition>
…
<cmis:propertyStringDefinition>
<cmis:localName>location</cmis:localName>
<cmis:localNamespace>location</cmis:localNamespace>
<lcmis:displayNameKey>custom_location_title_key</lcmis:displayNameKey>
<cmis:queryName>custom:location</cmis:queryName>
<lcmis:descriptionKey>custom_location_summary_key</lcmis:descriptionKey>
<cmis:propertyType>string</cmis:propertyType>
<cmis:cardinality>single</cmis:cardinality>
<cmis:updatability>readwrite</cmis:updatability>
<cmis:localName>date</cmis:localName>
<cmis:localNamespace>http://www.ibm.com/xmlns/prod/sn/cmis/logicaltypes</cmis:localNamespace>
<lcmis:displayNameKey>photo1_date2_key</lcmis:displayNameKey>
<cmis:queryName>custom:date1</cmis:queryName>
<lcmis:descriptionKey>photo1_date2_summary_key</lcmis:descriptionKey>
<cmis:propertyType>datetime</cmis:propertyType>
<cmis:cardinality>single</cmis:cardinality>
<cmis:updatability>readwrite</cmis:updatability>
<cmis:inherited>false</cmis:inherited>
<cmis:required>true</cmis:required>
<cmis:inherited>false</cmis:inherited>
<cmis:queryable>true</cmis:queryable>
<cmis:required>true</cmis:required>
<cmis:orderable>true</cmis:orderable>
<cmis:queryable>true</cmis:queryable>
<cmis:orderable>true</cmis:orderable>
<cmis:openChoice>false</cmis:openChoice>
<cmis:maxLength>64</cmis:maxLength>
</cmis:propertyStringDefinition>
169
<cmis:openChoice>false</cmis:openChoice>
</cmis:propertyDateTimeDefinition>

170. Media Gallery Object types – How to
Create your custom object type definition file
<cmis:propertyStringDefinition>
<cmis:propertyBooleanDefinition>
<cmis:localName>project</cmis:localName>
<cmis:localName>approved</cmis:localName>
<cmis:localNamespace>project</cmis:localNamespace>
<cmis:localNamespace>approved</cmis:localNamespace>
<lcmis:displayNameKey>custom_project_title_key</lcmis:displayNameKey>
<lcmis:displayNameKey>custom_approved_title_key</lcmis:displayNameKey>
<cmis:queryName>custom:project</cmis:queryName>
<lcmis:descriptionKey>custom_project_summary_key</lcmis:descriptionKey>
<cmis:queryName>custom:approved</cmis:queryName>
<cmis:propertyType>string</cmis:propertyType>
<lcmis:descriptionKey>custom_approved_summary_key</lcmis:descriptionKey>
<cmis:cardinality>single</cmis:cardinality>
<cmis:propertyType>boolean</cmis:propertyType>
<cmis:updatability>readwrite</cmis:updatability>
<cmis:cardinality>single</cmis:cardinality>
<cmis:inherited>false</cmis:inherited>
<cmis:required>true</cmis:required>
<cmis:updatability>readwrite</cmis:updatability>
<cmis:queryable>true</cmis:queryable>
<cmis:inherited>false</cmis:inherited>
<cmis:orderable>true</cmis:orderable>
<cmis:required>true</cmis:required>
<cmis:choice displayNameKey="IBM Connect">
<cmis:queryable>true</cmis:queryable>
<cmis:value>choice1Value</cmis:value>
<cmis:orderable>true</cmis:orderable>
</cmis:choice>
<cmis:openChoice>false</cmis:openChoice>
<cmis:choice displayNameKey="Gartner Symposium">
<cmis:value>choice2Value</cmis:value>
</cmis:choice>
<cmis:choice displayNameKey="Engage Benelux">
<cmis:value>choice3Value</cmis:value>
</cmis:choice>
<cmis:openChoice>false</cmis:openChoice>
<cmis:maxLength>64</cmis:maxLength>
</cmis:propertyStringDefinition>
170
</cmis:propertyBooleanDefinition>
…

171. Media Gallery Object types – How to
Import the definition
§ Start the wsadmin client and execute filesAdmin.py
§ Import the CMIS file and check if the import was successfull
FilesObjectTypeService.importType(“D:/temp/connect_photo.xml”)
FilesObjectTypeService.browseTypes()
171

172. Media Gallery Object types – How to
Add labels
§ Open
profiles_dirAppSrv01installedAppsconnectionsCell01Files.ear
share.services.jar file with a zip program and navigate to comibmlconnfiles
strings. Copy the cmis.properties file to custom_dirstrings
172

173. Media Gallery Object types – How to
Add labels
§ Rename the cmis.properties file to com.ibm.lconn.files.strings.cmis.properties
173

174. Media Gallery Object types – How to
Add labels
§ Add new property labels as key-value pairs
174

175. Media Gallery Object types – How to
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and
Start the
Files App
175

176. Media Gallery Object types – How to
Use new object type in Community
§ Clear your browser cache and check the results
§ Edit your Media Gallery
§ Change the value for Photo to the newly created
object type
176

177. Media Gallery Object types – How to
Import the definition
§ Start the wsadmin client and execute communitiesAdmin.py
§ Check out the Communities Widget configuration
CommunitiesConfigService.checkOutWidgetsConfig('D:/temp','connectionsCell01’)
177

178. Media Gallery Object types – How to
Set definition as default for all
§ Open widgets-config.xml and change the mg_PhotoType value to the id of the new
objecttype. You can find the id by using the FilesObjectTypeService.browseTypes() wsadmin
command in the Files Configuration
178

179. Media Gallery Object types – How to
Set definition as default for all
§ Check the configuration back in
§ Restart the Files application
179

180. Media Gallery Object Types – Resources
§ Creating custom media gallery object types
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Creating_custom_media_gallery_object_types_ic45
§ OASIS Content Management Interoperability Services (CMIS)
https://www.oasis-open.org/committees/tc_home.php?wg_abbrev=cmis
180

181. Mobile App – Introduction
§ In this part we will add following:
– A link to the IBM Sametime App
– A link to a Website
181

182. Mobile App – Example
Opens
a webp
age
182

183. Questions?
183

184. § Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite
184

185. Mobile App – How to
Preparation
§ You need the following images ready for every function (open Sametime, open link)
– iOS Retina (48 x 48px)
– iOS Standard (24 x 24px)
– Low density for Android / BlackBerry (~24 x 24px)
– Medium density for Android / BlackBerry (~32 x 32px)
– High density for Android / BlackBerry (~48 x 48px)
You can find examples for the images in
profiles_dirAppSrv01installedAppsconnectionsCell01Mobile.ear
mobile.web.warextensibilityIcons
Use transparent png/gif’s for best results (selected/not selected)
185

186. Mobile App – How to
§ Place the images in custom_dirmobile
186

187. Mobile App – How to
§ Now we add the new Mobile functions, start the wsadmin client and execute mobileAdmin.py
§ Check out the mobile-config.xml
MobileConfigService.checkOutConfig('D:/temp','connectionsCell01')
187

188. Mobile App – How to
§ Open mobile-config.xml and add following to the <Applications> sections
188

189. Mobile App – How to
189

190. Mobile App – How to
§ Check in mobile-config.xml
MobileConfigService.checkInConfig()
190

191. Mobile App – How to
§ Open WAS Administrative Console and navigate to “Applications – WebSphere enterprise
applications”
§ Stop and Start
the Mobile App
191

192. Mobile App – Result
192

193. Reports – Example
Number of visits
per App over the
time
193

194. Reports – How to
We will not cover this topic in this presentation because IBM Cognos is too heavy for our
machines ;-)
But steps would be:
§ Define the custom report & check dimensions/events – Pencil&Paper
§ Create Report with IBM Cognos Report Studio
(We would recommend to use Firefox Version 3.5/3.6!)
§ Add Report to Global/Community Report list
194

195. Reports – Resources
§ Community report customization for Connections 4.0 Metrics
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Community_report_customization_for_Connections_4.0_Metrics
§ Create new Cognos metrics report
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Connections_4.0_Metrics_customizationcol_create_new_Cognos_metrics_report
§ Customizing reports based on the events captured in Metrics 4.0
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Customizing_reports_based_on_the_events_captured_in_Metrics4.0
§ Give your community owners the reports they really need – Step by step
http://www.slideshare.net/kbild/give-your-community-owners-the-reports-they-really-need
195

196. Desktop Plugin – Introduction
§ In this part we will:
– Customize the look and feel of the Desktop Connector for IBM Connections
196

197. Desktop Plugin – Example
197

198. Desktop Plugin – How to
Preparation
§ You need the following images ready
– Desktop Image (256 x 256 .ico file)
– SystemTray busy image (16x16 .ico file)
– SystemTray idle image (16x16 .ico file)
– SystemTray pending image (16x16 .ico file)
– Context Menu image (13x13 .bmp file)
– Office Send To image (32x32.bmp file)
– Outlook Business card image (16x16.bmp file)
198

199. Desktop Plugin – How to
§ Edit the registry, to automate use group policies
§ Make sure you take into account differences in registry keys for 32-bit and 64-bit Windows
versions
§ Change / Add following Registry Keys
– HKEY_CLASSES_ROOTCLSID{21034BDC-B57E-400B-A5D5-2B1E98502805}
• (Default)=“Connect 2014”
• InfoTip=“Connect 2014”
– HKEY_CLASSES_ROOTCLSID{21034BDC-B57E-400BA5D5-2B1E98502805}DefaultIcon
• (Default)=“c:rebrand-256x256.ico”
199

200. Desktop Plugin – How to
– HKEY_LOCAL_MACHINESOFTWAREWow6432NodeIBMSocial Connectors
Branding
• Main Title=“Connect 2014”
– HKEY_LOCAL_MACHINESOFTWAREWow6432NodeIBMSocial Connectors
BrandingMonitor
• SystemTray Busy Image=“c:rebrand-16x16busy.ico”
• SystemTray PendingImage=“c:rebrand-16x16pending.ico”
• SystemTray Idle Image=“c:rebrand-16x16idle.ico”
• SystemTray Title=“Connect 2014”
– HKEY_LOCAL_MACHINESOFTWAREWow6432NodeIBMSocial Connectors
BrandingOffice
• Backstage SendTo Image=“c:rebrand-32x32.bmp”
• BackStage SendTo Tiltle=“Connect 2014”
• RibbonTab Title=“Connect 2014”
200

201. Desktop Plugin – How to
– HKEY_LOCAL_MACHINESOFTWAREWow6432NodeIBMSocial Connectors
BrandingOutlook
• ContextMenu ContactCard Image=“c:rebrand-16x16.bmp”
• Explorer RibbonTab Title=“Connect 2014”
• Inspector RibbonTab Title=“Connect 2014”
• Menu Title=“Connect 2014”
• Toolbar Title=“Connect 2014”
• ContextMenu ContactCard Title=“Connect 2014”
– HKEY_LOCAL_MACHINESOFTWAREWow6432NodeIBMSocial Connectors
BrandingShellExt
• ContextMenu Image=“c:rebrand-13x13.bmp”
• ContextMenu Title=“Connect 2014”
201

202. Desktop Plugin – Resources
§ Customizing the branding strings and images for the desktop plug-in
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/
Customizing_the_branding_strings_and_images_for_the_desktop_plugin_lv45
202

203. Connections Content Manager – Introduction
§ In this part we will:
– Create custom CCM property fields
– Create a custom CCM document type
– Add the new property fields to the document type
– Change the default document type of a Community
203

204. Connections Content Manager – Example
Document Types
204

205. Connections Content Manager – How to
Document Types
§ Open the Administration Console for Content Platform Engine
(https://connections.snt.com/acce) and logon as CCM Admin
§ Open the “ICObjectStore “
205

206. Connections Content Manager – How to
Document Types
§ First we create property fields which we will add to a document type later on
§ Open “Data Design” and right click on “Property Templates”
§ Choose “New Property Template” and call it Abstract, click “Next”
206

207. Connections Content Manager – How to
Document Types
§ Choose String as “Data Type”, click “Next”
207

208. Connections Content Manager – How to
Document Types
§ Leave default values in the next 2 screens and click “Finish” and “Close”
208

209. Connections Content Manager – How to
Document Types
§ Create a second new property template and call it Track and choose String as “Data Type”
§ Click “Assign choice list” on the “Select Choice List or Marking Set” Screen and click on
“New…”
209

210. Connections Content Manager – How to
Document Types
§ Use Track List as “Display Name” and click “Next”
210

211. Connections Content Manager – How to
Document Types
§ Use String as list data type and click “Next”
211

212. Connections Content Manager – How to
Document Types
§ Now we create the items, click on “New Items” and add Best Practices, Jump Starts and
Show ‘n Tell as display names. Click “OK”
212

213. Connections Content Manager – How to
Document Types
§ Back on the “Add Choice List Items” screen click “Next”, after that click “Finish” and “Close”
213

214. Connections Content Manager – How to
Document Types
§ Back on the “New Property Template” screen click “Next” and click “Finish”, “Close”
214

215. Connections Content Manager – How to
Document Types
§ Now we create the new document type by opening “Classes” and right clicking on
“Document”
§ Choose “New Class” and call it IBM Connect session and click on “Next”
215

216. Connections Content Manager – How to
Document Types
§ Click “Finish” and “Open”
216

217. Connections Content Manager – How to
Document Types
§ Select the “Property Definitions” tab, click on “Add” and select the new properties “Abstract”
and “Track” before clicking on “OK”
217

218. Connections Content Manager – How to
Document Types
§ Click “Save” and “Close” and “Log Out”
218

219. Connections Content Manager – How to
Document Types
§ Go back to one of your Connections Communities and edit the Community
219

220. Connections Content Manager – How to
Document Types
§ Click on the “Library” tab and change the “Default document type” to IBM Connect session
220

221. Connections Content Manager – How to
Document Types
§ Inside this community go to the Library App and add a file
221
If you can’t see the document type properties restart the FNCS app

222. Connections Content Manager – Resources
§ Creating and managing document types
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Creating_and_managing_document_types_ic45
§ Create new document types in IBM Connections Content Manager (Roberto Boccadoro)
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/
Create_new_document_types_in_IBM_Connections_Content_Manager
222

223. Questions?
223

224. § Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite
224

225. Acknowledgements and Disclaimers
Availability. 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.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither
intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information
contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise
related to, this presentation or any other materials. Nothing contained in this presentation 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.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and
performance characteristics may vary by customer. 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.
© Copyright IBM Corporation 2014. All rights reserved.
§ U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
§ IBM, the IBM logo, ibm.com, IBM Connections, IBM Lotus Connections, IBM Sametime, IBM WebSphere, IBM Tivoli Directory Integrator, IBM Domino, IBM Cognos, IBM Cognos Report
Studio are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms
are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this
information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright
and trademark information” at www.ibm.com/legal/copytrade.shtml
Other company, product, or service names may be trademarks or service marks of others.
Twitter, Wordpress, LinkedIn, CKEditor, Firefox, Android, BlackBerry, Google Maps, Microsoft Windows, , Microsoft Windows Server 2008 R2, OASIS
225