Manage portal resources with policies

 

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Policies set how portal resources function for different classes of users.

Policy targets include...

Policies are grouped according to the types of resources that apply the policies and follow a hierarchical model that supports inheritance. For each type of portal resource that you manage with policies, you can specify standard and specialized policy settings.

You can refine the main policies that are provided for portal resources by creating child policies. You reuse common and specialized business logic when you select the policy rules and conditions that constitute child policies created from parent policies.

When you edit the policy settings of a resource, you can choose to preserve or break the inheritance of policy setting values between parent and child policies.

The policy settings for a particular type of portal resource are defined in the XML document that specifies the policy type, its settings, its rules and its targets. Policy rules contain the business logic, expressed as conditional statements, that drives your business processes and determines how portal resources function for a class of users. The policy definition contains references to one or more rules that describe the actions that will occur on a target user or object when specific conditions exist. The events or conditions that must be evaluated for the resource and the actions performed on the resource are expressed in the rules and presented in the policy settings. The policy settings for a resource are evaluated by the Personalization rules engine. When you create or modify child policies, you work with the Personalization browser, which provides the rule editor and rule selector for working with policy rules.

Policy definition XML is installed with other portal configuration properties during IBM WebSphere Portal installation and can be modified using the portal xmlaccess. You can also import and export a policy definition using the drop-down menu of the policy in the Resource Policies portlet. Using the Javadoc of the Policy Manager API, application developers and data integrators can create new policy type definitions, extend the policy type definitions provided by the product, and add policy value sets to collections of policy settings. Portal deployers can use the xmlaccess to create policy types, import and export policy definitions, remove policy types, replace policy types, and restore default policy types.

Use the Resource Permissions portlet to assign user roles for working with policies.

To begin working with policies for portal resources, from WebSphere Portal banner click...

Refer to the topics provided here to learn more about policies for portal resources. The online Help topics that are available when you perform policy tasks are also included here as related tasks along with related concepts and reference topics.

  1. Policy principles
  2. Policy rules
  3. Users, tasks, and tools
  4. Work with policies
  5. Mail policy attributes
  6. Work with Mail policy definitions
  7. Policy settings for mail
  8. Policy settings for composite applications
  9. Policy cache properties

 

Parent topic

Administering WebSphere Portal

 

Related concepts

Portal administration tools
Controlling access
Auditing
Browser behavior and scenarios
Manage portlets and portlet applications
Creating pages
Use Web clipping to import content
Multiple virtual portals
Language support
Use WSRP services

 

Related tasks

Change database passwords that are used by WebSphere Portal
Including static content in the portal
Manage pages
Use portlet wires
Manage your cluster
Manage your site
Work with policies for composite applications

 

Related reference

Reference

 

Related information

Users and groups
Manage portlets on a page
Customizing pages
Portal Search