Setting Up an Organization:

We’ll call our portal International Security Investors (ISI), and we’ll define an organization withthe same name. We’ll assume that ISI has acquired the domain isi.com, and that it’s based inthe United States with offices in other countries (see Table 3-1).

We’ll create locations for the cities listed in Table 3-1, and user groups for the locationswith large user bases. You’ll learn to add user groups, assign users to those user groups, andassign roles to those users. You’ll also accommodate guest users, who will have restrictedrights on our portal.You will use Liferay’s Enterprise Admin application to define an organization and performother user-management tasks. The Enterprise Admin application allows you to create usergroups, roles, password policies, and so on. In general, if you are creating an intranet portal foryour enterprise that is distributed worldwide, this application will help you define the organizationalstructure. Use the Add Application menu to add the Enterprise Admin applicationto the Welcome page or any other portal page you’d like. (See Chapter 2 for details on creatingportal pages.)

Creating a New Organization

To define a new organization, click the Organizations tab in the Enterprise Admin application.You will see a screen similar to the one shown in Figure 3-1.Figure 3-1.
 

List of currently defined organizationsHere, you will find several organizations already defined in your installation. The Searchoption in the upper portion of the dialog allows you to search for an organization with a particularname. If you perform a search, all the organizations matching that search criterion willappear in the bottom portion of the screen.Alongside the Search Organizations button, you will find a button entitled Add Organization.Click this button to pull up a dialog box for creating a new organization (see Figure 3-2).

On this screen, enter ISI in the Name edit box and select Regular from the Type dropdownbox. You have two choices for the Type setting: Regular and Location. You should assignRegular to the organization’s headquarters and Location to any of its satellite offices. SelectUnited States as the Country and Illinois as the Region. Don’t worry about assigning the organizationa unique ID; Liferay automatically does that for you.The Select button near the Parent Organization label allows you to define the parentorganization for the organization being created. Because our ISI organization is itself a parentorganization, do not click this button. After entering the information, click the Save button tosave your changes. This creates the ISI organization in your Liferay portal installation. Next,you will add some other organization details.

Adding Organization Details

After your request for creating a new organization is processed successfully, Liferay opensa dialog asking you to enter further details about the newly created organization. It displaysthree sections for adding addresses, services, and comments underneath the organizationdefinition (see Figure 3-3).Every organization has e‑mail and snail-mail addresses, web sites, phone numbers, and soon. Under the Save button, you will find four tabs:

• Email Addresses

• Addresses

• Websites

• Phone Numbers

You use these tabs to add the corresponding details to the organization.

Email Addresses

To add the organization’s e‑mail addresses, select the Email Addresses tab and click the Addbutton shown underneath. You will see the screen shown in Figure 3-4.Figure 3-4. Setting up the organization’s e‑mail addresses

You’ll see an Address text box and a Type drop-down list box. You have three Type choices:E‑mail, E‑mail 2, and E‑mail 3. Enter This e-mail address is being protected from spambots. You need JavaScript enabled to view it as the e‑mail address and set its type toE‑mail; make it a primary e‑mail address by marking the corresponding check box. You canadd as many addresses as you’d like, but note that you can have only one primary address.After entering an address and its type, save your edits by clicking the Save button.

Addresses

Next, you will enter the snail-mail address of our organization. Select the Addresses tab andclick the Add button. In the resulting dialog, enter your organization’s street address andspecify whether it will serve as your mailing address and/or your primary address by selectingthe corresponding check boxes. After entering the details, save your changes. The details youentered will appear immediately on the Organization screen under the Addresses tab. If youwish to edit or delete a listed address, click the Actions button next to it and choose the appropriateoption (see Figure 3-5).

Web Sites and Phone Numbers

To enter the web site for our ISI organization, select the Websites tab, click the Add button, andenter the URL http://www.isi.com in the resulting dialog. Select its type as Public. (The otheroption for the type is Intranet.) Mark the Primary check box.To add phone numbers for your organization, select the Phone Numbers tab and click theAdd button. In the resulting dialog, add the number, the extension, the type, and whether it isa primary contact number. You can choose from several predefined types, such as fax, local,toll-free, and so on. You can enter multiple phone numbers and change them any time bygoing into the Edit option of the Actions menu.

Services and Comments

After adding the organization’s primary details, you can add a list of services that it offers. Youwill find the Services tab underneath the series of tabs for contact information. Click the Addbutton to pull up the screen for adding services offered by your organization (see Figure 3-6).

Figure 3-6. Setting the organization’s service detailsThe Type drop-down box lists several predefined services such as Administrative, Contract,Training, and so on. You can add multiple services for your organization. For eachservice, you can specify the hours of availability for different days of the week. Because we arecreating a portal that will be available to our users around the clock, we will not list any servicesfor our organization.Lastly, you can add any comments to your organization definition in the multiline editcontrol at the bottom of the Organization screen. Save all your changes. This completes theorganization definition.

Defining the Organization’s Locations

We will now add the information about our organization’s worldwide locations (see Table 3-1).Each ISI location will have its own organization that’s a child of the parent ISI organization.I’ll show you how to create the locations for the offices in India: Mumbai (formerly known asBombay), New Delhi, and Kolkata (formerly called Calcutta).To create a new child organization, click the Add Organization button in the EnterpriseAdmin application. Enter ISI-Mumbai as the organization name, select Location (rather thanRegular) as the type, and enter India as the country (see Figure 3-2). Now you need to selectthe parent organization. Click the Select button next to the Parent Organization label, thenselect ISI from the resulting list. Save your changes by clicking the Save button and return tothe organization definition screen. Here you can add details specific to the ISI-Mumbai organizationas you did for the main ISI organization.Add two more organizations called ISI-Delhi and ISI-Kolkata under the main ISI organization.Make sure that you enter the relevant details for each organization under its organizationdefinition.

Creating Users

Now we will add users to our organization. Select the Users tab in the Enterprise Admin applicationscreen and click the Add User button to get the screen shown in Figure 3-7.Figure 3-7.
 

You’ll first create the Admin user to whom we will assign the administrative rights formanaging our entire portal. Provide the following information for the Admin user:

1. Screen Name: Enter Admin.

2. Email Address: Enter This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

3. Prefix: Enter Ms.4. First Name: Enter Anita.

5. Last Name: Enter Thomas.6. Birthday: Provide the birthday of your choice using the drop-down boxes.

7. Gender: Choose Female.

8. Organizations: Click the Select button and choose ISI.

9. Job Title: Enter Administrator.

Save your edits. You now have a new user in your ISI organization. After you save thechanges, you’ll get a screen that lets you enter further details (see Figure 3-8).

Figure 3-8. Entering user detailsNote that the image displayed in Figure 3-8 is not set automatically. I created this pictureand uploaded it for this Admin user. You can easily change the picture by clicking the Changelink under the picture and selecting the desired image file.From the User screen shown in Figure 3-8, you can set various details including the user’swelcome message, password, and roles. Let us look at these options one by one.

Display Options

Under the Display tab, you can set the user’s default language, time zone, and greeting message(see Figure 3-8). Select the default language from the Language drop-down list and thetime zone from the Time Zone list. We will set this to UTC +05:30 for our Admin user Anita,who resides in India. In the Greeting message, Liferay has already added a welcome messageincorporating the username you entered while creating the user on the previous screen. Donot forget to save your edits by clicking the Save button.

Password Settings

Select the Password tab to set the password for the newly created user—enter admin as thepassword, in this case. Note that you’ll need this password the next time you sign in using theAdmin account. If you mark the Password Reset Required check box on this screen, the userwill be required to change the password during the first login. Remember to save your changesby clicking the Save button.

User Roles

Each user assumes a particular role while using the portal. Depending on the role, the user willbe assigned a certain set of permissions. The three predefined roles are:

• Regular Roles

• Community Roles

• Organization Roles

Click the Regular Roles tab and locate the Assign Regular Roles button. Below the button,you will find the two default roles that Liferay has already assigned: Power User and User. Ifyou want to assign an additional role, click the Assign Regular Roles button. This opens up ascreen that displays the list of current roles. Click the Available tab to get a list of all availableroles (see Figure 3-9).
 

Because we are creating an Admin user with administrator privileges, you should assignthe Administrator role. Mark the check box near the Administrator role and click the Update

Associations button above the role names. This associates the new role with the current user.Now go to the Current tab to verify that our Admin user now has three roles listed onscreen:Administrator, Power User, and User. After logging in to her account, Anita Thomas will nowenjoy administrator privileges as Joe Bloggs does. So we don’t need to log in to Joe’s accountfrom now on. We can log in to Anita’s account to create and manage our ISI portal.nTip You can now delete the default Welcome page that Liferay provided in your portal. From this pointforward, you can use the Admin account to create new pages and manage the entire site.In addition to the Regular roles, you can set the user’s Community and Organization roles.In fact, Liferay allows you to create new roles under these categories and assign them to anyuser. Click the Back button to see the tabs for Community Roles and Organization Roles. Clickingthese tabs will enable you to assign the respective roles.

User Addresses

Underneath the Display tab on the User screen, you will find a list of tabs that allow you to setthe various types of addresses for the user:

• Email Addresses

• Addresses

• Websites

These tabs allow you to enter a user’s e‑mail and snail-mail addresses, as well as a URL.The default address is the organization address. The screen for entering these details resemblesthe screen for entering the details for your new organization.

Phone Numbers and IDs

Under the Addresses section of the User screen, you will find a tabbed page with options forentering several IDs and phone numbers for the created user. Here are the options you can work with:

• Phone Numbers

• OpenID

• SMS Messenger ID

• Instant Messenger IDs

• Social Network IDs

• Alerts and Announcements

Adding a user phone number is similar to adding a phone number for the organization.(The default number is the organization phone number.) Likewise, adding the OpenID andSMS Messenger ID is straightforward. Just click the respective tabs and enter the requestedinformation.The Instant Messenger IDs screen allows you to add several IDs pertaining to different IM(Instant Messenger) service providers. These are AIM, ICQ, Jabber, MSN, Skype, and Yahoo!Messenger. Under the Social Network IDs, you can enter the user IDs for Facebook, MySpace,and Twitter.Finally, under the Alerts and Announcements tab, you will find the delivery-modeoptions for different types of alerts and announcements (see Figure 3-10).
 

You can choosefrom e‑mail delivery, SMS delivery, and web-site delivery, the latter of which is the default.You can opt for one delivery mode or multiple delivery modes for each type of message—General, News, or Test.Figure 3-10. Setting delivery options for alerts and announcements

Signing In As an Administrator

In the previous section, you created an Admin user with administrator privileges. Now you willlog off from the current test user and sign in using the new Admin user account. Go to the Welcomemenu and click Sign Out to sign off from the test-user account. Click the Sign In menu tolog on using the new account. Enter the following username and password:

Login: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Password: admin

If you set the user correctly in the previous section, your login will succeed and you willsee the message with “Anita Thomas” displayed in the Sign In application of the Welcome page(see Figure 3-11). Of course, the first time you sign in, you will need to accept the terms of use.

If you didn’t already do so in the section “Setting Up an Organization,” add the EnterpriseAdmin application to your Admin page. Note that the Enterprise Admin application is enabled,indicating that the current user has privileges to use this application. These privileges aregranted only if the user is authorized to play the Administrator role.

Adding More Users

Using your Admin account, you will now add a few users to the portal. The process of creatingan additional user is the same as creating the Admin user (see the “Creating Users” section).Under the Users tab in the Enterprise Admin application, click on the Add User button toadd a new user. As you did with the Admin user, enter the appropriate details and select theappropriate organization. Then you’ll be prompted to enter the additional information aboutphone numbers, addresses, and IDs.You can use the default roles for the new users, or assign some of them only the Guest role.Later on, you will be able set the privileges for each role to control which pages and applicationsare available to a given user under a certain role. For the time being, create a few users atdifferent organizational locations. (Read more about roles and permissions in the section “SettingPermissions over a User” under “Performing Actions on Users.”)For this example, let’s create users with usernames consisting of two letters followed byfour numbers. The first letter designates the user’s location: m for Mumbai, d for Delhi, or k forKolkata. The second letter designates whether the user is a fundamental analyst (f) or a technicalanalyst (t); later we’ll assign those users to corresponding groups. The four-digit numberindicates the order in which the user was created. So your first few fundamental analysts inMumbai would be named mf0001, mf0002, and so on. Your first few technical analysts in Kolkatawould be kt0001, kt0002, and so on.

Creating User Groups

Now, we will create two user groups: the Fundamental Analysts and the Technical Analysts.Select the User Groups tab in the Enterprise Admin application screen; you’ll have the optionto search for an existing user group or to create a new user group. Click the Add User Groupbutton to create a new user group. Your screen should look like the one shown in Figure 3-12.
 

On this screen, enter the name and description of the user group you want to create. Forthe first group, enter the name Fundamental Analysts and this description: This group meetsthe requirements of fundamental analysts. For the second group, enter the name TechnicalAnalysts and this description: This group meets the requirements of technical analysts.Saving your edits brings you back to the Enterprise Admin screen, where you will find thenewly added groups listed at the bottom.

Assigning Members to User Groups

Your next task is to assign members to the user groups you just created. Select the UserGroups tab in the Enterprise Admin application again. You will see a list of available usergroups. Click the Actions button associated with the group to which you wish to add members.You’ll see a menu that shows the different actions you can perform on the selectedgroup (see Figure 3-13
 

Click the Assign Members option. The resulting screen shows a list of currently assignedmembers, which in our case is empty. Click the Available tab to see which users are availableto add to the list (see Figure 3-14).Figure 3-14.

 

Select users such as kf0001, mf0001, and mf0002 by marking the corresponding checkboxes in the list. Or you could use the Search Users facility to locate the desired users. Clickthe Update Associations button to add these users to the currently selected group. If younow select the View Users option under the group’s Actions menu, you will see all membersof the group.The other actions you can take on a user group include setting permissions by assigningroles, managing pages belonging to a group, editing the group information, and deleting thegroup itself. Some of these options closely resemble the actions you can perform on individualusers, which we’ll discuss in the “Performing Actions on Users” section.

Organization Structure

If you have followed all the steps for creating the ISI organization, creating users, defining usergroups, and assigning members to those groups, your organization structure should look likethe one shown in Table 3-2

Performing Actions on Users

Clicking the Actions button associated with an individual user on the Enterprise Admin application’sUsers screen yields these options:

• Edit• Permissions

• Manage Pages

• Impersonate User

• Deactivate

You will now study each of these options.

Editing User Information

If you select the Edit action on a user, you can edit the user’s details in the same screen thatyou used to create the user. You can assign new values to the fields Screen Name, EmailAddress, First Name, Last Name, and so on. In addition to the basic details, you can also editthe password settings, roles, addresses, and web sites, phone numbers, SMS IDs, and IM IDs.Save your changes when you’re done.

Setting Permissions over a User

With the Permissions option in the actions menu, you can assign various permissions regardinghow other users can manipulate a selected user’s account. For example, you can determine whether other users can view a selected user’s details. You can also remove a user’s ability todelete his own account or edit his own details.To work with the permissions over a user, click the Available tab under Regular Roles. Anedit-permissions screen for a typical user is shown in Figure 3-15
 

Select the Power User role and click the Update Permissions button. You will see thescreen shown in Figure 3-16.On this screen, you will see the various privileges available to the Power User role over theselected user. The list on the left displays what users under that role can do with the selecteduser’s account; the list on the right displays what those users can’t do. Using the two arrowbuttons shown between the lists, move the actions from one list to another to achieve thedesired permissions. After completing the changes, click the Finished button to return to theedit-permissions screen.

You will find the new set of permissions listed to the right of theselected role.When a user in this role signs on to the portal, she will have the permissions over theselected user as you defined on this edit-permissions screen.

Managing Pages

The Manage Pages option in the actions menu allows you to manage a list of pages for theselected user. You can add new pages, arrange their hierarchy, set the display order, apply differentpage templates, and so on. These options are the same as the ones offered by Liferay’sManage Pages menu option that we discussed in Chapter 2.

Impersonating a User

With the Impersonate User option, you can impersonate the selected user. So if you have currentlylogged in as our administrator, Anita Thomas, and if you select this menu option onanother user named Funda User0002, you will find yourself logged in as Funda User0002 ina new browser window. You’ll also see a message that clearly states you are impersonatinganother user. The message displays a link allowing you to return to your own user account (seeFigure 3-17).Figure 3-17. Impersonating a user

Deactivating a User

Clicking the Deactivate option deactivates the selected user (after you confirm the deactivation,of course). After the user is deactivated, he will be removed from the list of users.

Establishing Password Policies

By this time, you have created an organization and added several users to it. Each of theseusers will log on to our portal using the username and password supplied by the administrator.It is important that the user set her own password—she shouldn’t use the administrator assignedpassword forever. In fact, you saw earlier (in the “Password Settings” section under“Creating Users”) that the administrator can force the user to change her password during herfirst login. However, we need better password policies than this to ensure the safety and securityof our portal. Liferay provides a default password policy and also allows you to create yourown policies for securing your portal.To edit the existing password policy or to create a new policy, select the Password Policiestab in the Enterprise Admin application. You will find the Default Password Policy in the list ofavailable policies. By default, this is the only policy available to you, so you will now create apolicy of your own. To do so, click the Add Password Policy button to open the screen shown inFigure 3-18

Enter a name and description of your choice for this new policy. If you want a forcedchange on the password, enable the Changeable check box. Also mark the Change Requiredcheck box and select the Minimum Age to one of the values displayed in the drop-down list.Your users will now be forced to wait until the indicated time period elapses before they areallowed to change their password.In addition to a forced change in password, you can set several features on your passwordpolicy:

• Syntax Checking Enabled: If this option is enabled, the entered password would bechecked for its length and/or compared against certain words.

• History Enabled: If this is enabled, the portal maintains a history of passwords and preventsthe user from repeating previous passwords.

• Expiration Enabled: When this is enabled, the user’s password expires after the specifiedtime period elapses.

• Lockout Enabled: When this option is selected, the portal automatically locks out theuser after a certain number of login failures.

When you select any of the preceding options, the application displays further optionsthat allow you to fine-tune the selected feature (see Figure 3-19).Figure 3-19. Available options for a new password policy

Changing Default Settings

In the process of creating an organization, defining its structure, and adding users, you probablynoticed that Liferay assigns default values to several fields. You can actually change thesedefault settings and assign your own values to certain fields. Here are the settings you canchange:

• General Settings: You can specify name, ticker symbol, mail server, and so on.

• Authentication: You can control how a user is authenticated on the portal.

• Default User Associations: You can set the default communities, roles, and user groups.

• Reserve Screen Names: You can reserve screen names and e‑mail IDs so that nobodyelse can use them.

• Mail Host Names: You can set the mail-host names.

• Email Notifications: You can set the default e‑mail addresses and templates for notificationmessages.

You will now study each of these options in detail.
 

General Settings

The General settings screen is shown in Figure 3-20

You will change the default values and use values specific to the organization. Enter thefollowing information in the General settings dialog:

• Name: ISI

• Legal Name: ISI Ltd.

• Ticker Symbol: ISI

• Industry: Finance

• Type: Securities

• Mail Domain: isi.com

• Time Zone: EST

Leave the rest of the fields at their default values. Save your edits by clicking the Savebutton.In the Display subscreen, you will find the Liferay logo. You will now set your own logohere. Click the Change link underneath the displayed logo. In the file-selection dialog, enterthe path and file name of the ISI enterprise logo. Save your changes. The modified screen isshown in Figure 3-21.
 

When you return to full-page view, you will find the new logo displayed on the page.nNote Not all page themes display the logo. Figure 3-21 uses the Classic theme, which displays the logo,but themes such as Jedi and Transparentia do not.

Authentication

On the Authentication screen, you will find several settings pertaining to different types ofauthentication:

• General

• LDAP

• CAS

• NTLM

• OpenID

• Open SSO

• SiteMinder

General Settings

The General settings screen for authentication is displayed in Figure 3-22.Figure 3-22. General settings for authenticating a user

 

Here, you can select the mode of authentication. This can be any of the following threevalues:

• By Email Address

• By Screen Name

• By User ID

Depending on this value, the user will be required to enter her e‑mail address, screenname, or user ID while logging in to the portal. You can then mark the desired check boxes tochange other authentication settings. For example, you can allow the user to log in automaticallyusing her previously entered credentials. And if the user forgets her password, she canrequest the password by e‑mail. You can also allow strangers to create accounts.

LDAP

Liferay supports several LDAP servers for user authentication. On the LDAP settings dialog,you will find a list of several servers:

• Apache Directory Server

• Fedora Directory Server

• Microsoft Active Directory Server

• Novell eDirectory

• OpenLDAP

• Other Directory Server

 Select the directory server that your organization is using and enter its relevant details (see Figure 3-23).

Here, you will be required to enter the server-connection details, specify search filters foruser authentication and mappings, specify search filters for groups and their mappings, selectthe password policy, and so on. Note that these details depend on the particular server and itsinstallation. Liferay facilitates the verification of details by providing several test buttons onthis screen.

Others

Other tabs listed on the Authentication screen include CAS, NTLM, OpenID, Open SSO, andSiteMinder.On the CAS settings screen, you will have to enter the login/logout URLs, the server name,the service URL, and other details. On the NTLM settings screen, enter the IP for the domaincontroller and the domain name. On the OpenID screen, there are no additional settings. Yousimply need to enable this option by marking the Enabled check box. On the Open SSO screen,enter information such as the login/logout URLs and service URL, as well as attributes forscreen name, e‑mail address, first name, and last name.

Default User Associations

You can set the default associations for the newly created users in the Default User Associationsscreen under the top-level Settings tab in the Enterprise Admin application (see Figure 3-24).

 

Here, you can enter the default community names in the top multiline edit control. In thecase of multiple community associations, you enter each community name on a separate line.The newly created users will be automatically associated with the communities listed here.In the second multiline edit control, enter the roles to be associated with the newly createduser. The two default roles are Power User and User. You also saw two Liferay-definedroles, Administrator and Guest; you can add these roles here if you wish to associate them withthe new user.In the third multiline edit control, enter the names of the groups that a new user willbelong to.

Reserved Screen Names

On the Reserved Screen Names screen, you can reserve one or more screen names and e‑mailaddresses to prevent new users from setting up accounts with those values.

Mail Host Names

Click the Mail Host Names tab to list additional mail-host names. Note that you already set themain Mail Domain in the General subscreen within the Settings screen (see Figure 3-20).

Email Notifications

The Email Notifications screen has three subscreens: General, Account Created Notification,and Password Changed Notification. Click the General tab to set the sender’s name and e‑mailaddress for account-related messages generated by your portal. In the other two subscreens,you’ll find Liferay’s default notification templates for messages confirming that a user hascreated an account or changed a password. The Account Created mail-notification templateis shown in Figure 3-25. You can modify the message using the various terms defined underneaththe text editor.

Suppose that our administrator, Anita, creates a new user. That user will receive an e‑mailnotification as shown in Figure 3-26. You can modify the Password Changed template in asimilar manner.

Editing Settings for Default Plugins

Finally, you can configure the default plugins that will be available to your portal users.Remember that plugins are basically the portlet applications that the user can install on herpages. Using the Plugins tab, you can configure what portlets, themes, layout templates, andother plugins your portal users are allowed to use depending on their roles. Here, for example,you can determine that power users can access only certain themes and add only certain portletsto their pages.Under the Enterprise Admin application’s Plugins tab, you have five secondary tabs:

• Portlet Plugins

• Theme Plugins

• Layout Template Plugins

• Hook Plugins

• Web Plugins

Here, you will find a list of portlet plugins arranged alphabetically. These are Liferay CorePlugins, so you should leave them as Active. However, you can set the roles under which theseapplications will be made available to our users; these roles are listed in the third column ofthe table. Click a plugin name to access a screen that lets you change the plugin’s default settings.For example, when you click the Activities portlet link, you will see the screen shown inFigure 3-28.In the multiline edit control, you will find the list of roles under which this plugin is available.Change this list to meet your requirements. To deactivate the plugin, uncheck the Activecheck box.Similarly, you can repeat this same process to change the default settings for other typesof plugins such as themes and layout templates.
 

Creating Communities

So far, you have created users and user groups within an organization. The Fundamental Analystsand Technical Analysts user groups are classified according to the respective users’ area ofinterest. But the portal administrator controls user-group membership. If you want to create adifferent kind of group that the users themselves can control, you should create a community.A community can be of three different types:

• Open

• Restricted

• Private

An open community allows the user to join and leave at any time. In the case of arestricted community, an administrator must admit the user requesting a membership. A privatecommunity is equivalent to a restricted community, but it’s not listed in the Communitiesportlet, which you use to create and manage communities. I’ll discuss this portlet next.

Installing the Communities Portlet

To install the Communities application on your portal page, follow these steps:

1. Navigate to the portal page where you wish to add the Communities application.

2. Select the Add Application menu from the Welcome drop-down list

3. Locate the Communities application under the Community category.

4. Add the application to the portal page. Your screen at this stage should look like theone shown in Figure 3-29.

Creating a Community

To create a new community, follow the steps listed here:

1. Click the Add Community button in the Communities portlet.

2. Perform these steps in the resulting screen:

a. Name: Enter Fundamental Analysts.

b. Description: Enter A community for fundamental analysts.

c. Type: Select the Open category.

d. Active: Leave this box checked.

3. Save your edits by clicking the Save button.

Repeat those steps to create another community called Technical Analysts. Now that you’ve created two communities, you’ll need to associate users with them.

Associating Users with Communities

Individual users, users belonging to an organization, and users who are part of a user groupcan also be associated with any community. To associate a user with a community, followthese steps:

1. Click the Available Communities tab on the Communities application’s main screen.You will see the list of all available communities (see Figure 3-30).

2. Click the Actions button associated with the Fundamental Analysts community.

3. Select the Assign Members menu option.

4. Select the Available tab under the Users main tab to see a list of all available members.Members already associated with the specified community have a checked box displayednear their usernames.

5. Mark the check boxes associated with the users whom you wish to add to thecommunity.

6. Click the Update Associations button to associate the selected users with the specifiedcommunity.

7. If you wish to add all the members of an organization to a community, click the Organizationsmain tab and click the Available tab underneath it to see the list of availableorganizations. If you want to skip this step, proceed to step 10.

8. Select the organizations that you wish to associate with the specified community.

9. Click the Update Associations button to create the new associations.

10. To associate an entire user group with a community, click the User Groups main tab,click the Available tab underneath it, select the desired group(s), and click the UpdateAssociations button.

You will be using these communities in later chapters to perform certain common tasks.