Portal, V6.1
Manage applications
Manage composite applications by using a variety of features in application template libraries, applications catalogs, and portal administration pages.
Manage applications involves categorizing them for display in application catalogs; assigning user permission to work with them; maintaining roles for application members; and saving particular applications as templates for reuse. You use policies to monitor and manage application lifecycle.
Manage composite applications created from application templates requires an understanding of these basic principles:
- Applications are categorized for use in the application catalogs that are displayed in a work site.
- Resource Permissions primarily control user access to applications.
- Application membership roles assigned to users -- either as members or as public users of the application -- further refine user access to the application, its pages, and the components of the application. Membership role definitions can be extended to include permission to edit the application or manage its membership, or both.
- Applications can be saved as templates for quick and easy reuse.
- Applications can have policies assigned to them. Policies set limits for application size, modification frequency, and activity. Application status that is detected by policy helps administrators and application managers determine when applications need to be backed up, archived, or restored.
Cataloging by category
Each composite application that is created from a template belongs to the category defined by its source template. The application category helps to describe the application and can be used to filter the display of the applications catalog. You can set the default category filter for the applications catalog by clicking Edit Shared Settings in the catalog portlet menu. Application users with the appropriate permission can change the application category when they edit the properties of a particular application. Application users with the appropriate permission can create a new application category when they edit the properties of the application template. New categories are available for selection in the Category list of the application Properties portlet.
Manage access
Users with resource permission to create and edit application templates can save the applications that they own as new application templates as well as creating new templates from existing templates. When users create applications, they become application owners and, as such, are automatically assigned a portal access role type that provides manager access to the application. Application managers can typically perform the following actions to manage user access to applications:
- Choose another user to own an application
- Manage application roles
- Maintain the membership of applications
- Assign users permission to work with application pages.
Manage membership
Application managers can define application membership roles that permit application editing and membership management (Manage Application Roles). Then they can assign other users to those application membership roles (Assign Application Members). Application members who have permission to edit the application can select the actions that are available on the application page menu.
Application managers and users who have permission to manage the membership of the application can add and remove members and reassign roles. Application managers can choose to enable e-mail notifications to new members. Membership managers can also choose to make the application public by permitting all authenticated users to use the application in a non-manager role. If the application manager chooses not to make the application public, the application remains restricted to members. Only an application owner can make someone else the owner of the application.
Saving applications as templates
Users with resource permission to create and edit application templates can save the applications that they own as new application templates within the currently specified category. This option is useful for preserving the definition of an application for reuse. Saving a application as a template provides a quick alternative to creating a new application template from a blank template.
From the menu of an application page, click Save Application as Template to create a new template from the application you have open. When you save the application as a template, you specify a name for the application template, a category, and, optionally, a description. This new template will be listed in the Application Template Library and will be available for selection when users with the appropriate permission create new applications.
Manage applications with policies
Application managers can use policies for composite applications to monitor application size, modification frequency, and activity of all applications running on the server. The default policy settings of the main policy for composite applications can be edited. Child policies can be created to refine the main policy for subsets of applications. Policy rules for composite applications can express conditional statements for the application template, application category, and the policy selector attribute. After policies are assigned to applications and application monitoring begins, managers receive alerts and violation notices when applications approach or exceed the limits set by the policy for application size, modification frequency, and activity. Given the application status that is reported by the policies in force for each application, managers can determine when to backup, archive, restore, or delete particular applications. Applications are locked during backup, archive, and restore, but they can be unlocked if troubleshooting is required.
- Backing up, archiving, and restoring applications
Use the applications catalog to back up, archive, and restore applications. Application status that is monitored and detected by policies will help you determine the maintenance action that perform. The Backup and Archive actions are available if, when you edit the application properties, you set the property Application Backup for Archiving and Restore to Enable backup. The Restore action is available if you have backed up or archived applications.- Use scripts for composite applications
As an alternative to using the administrative portlets, you can use the composite application scripts provided by the Portal Scripting Interface to retrieve application metadata; to backup, archive, and restore applications; and to delete obsolete categories for templates and applications. The scripts for managing application lifecycle (backup, archive, restore, delete) can be automated to run at specific times using the scheduling utility provided by your operating system.- Automated tasks for composite applications
You can manage application maintenance by controlling automated tasks that are available using the XML configuration interface. The automated tasks clean up resources associated with deleted applications and detect application status based on policy settings.- Adding composite applications to portal search collections
Add composite applications to portal search collections to enable the searching of content in application pages and portlets.
Parent topic
Work with applications
Related concepts
Application access
Application membership