Show110 - Make your business Open and Social using IBM Notes Social Edition 9.0

SHOW110 Make your business Open
and Social using IBM Notes Social
Edition 9.0
Yun Zhi Lin | Advisory Software Engineer | IBM
Stanton Sievers | Staff Software Engineer | IBM

© 2013 IBM Corporation

Please note:

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal
without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product direction
and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment, promise, or
legal obligation to deliver any material, code or functionality. Information about potential future
products may not be incorporated into any contract. The development, release, and timing of any
future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a
controlled environment. The actual throughput or performance that any user will experience will
vary depending upon many factors, including considerations such as the amount of
multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the
workload processed. Therefore, no assurance can be given that an individual user will achieve
results similar to those stated here.

2 © 2013 IBM Corporation

Giving Credit

 This presentation mentions the following Copyrights and Trademarks
─ IBM® Notes®
─ IBM® iNotes®
─ IBM® Domino® Administrator
─ IBM® Domino®
─ IBM® Connections®
─ IBM® Notes® Social Edition
─ IBM® iNotes® Social Edition
─ Apache Shindig ™


About Us
Stanton has been working at IBM for 3.5 years. He has worked on
the Java UI APIs for the Notes client and Eclipse plugin
development for the Notes client in general. Most recently Stanton
has been involved in the integration of OpenSocial into enterprise
applications such as Notes and iNotes, and as part of that role
manages IBM internal deployments of Notes and iNotes Social
Edition. Stanton is also involved in the OpenSocial community via
the Apache Shindig project, to which he is a regular contributor.

Yun Zhi has been working at IBM for the past 6 years. He is the
lead template developer for Widget Catalog and OAuth Credential
Store. He has in depth of knowledge in many technical areas,
including XPages and Eclipse plugin development. Over the past
year, his major focus is OpenSocial. He reaches out to help
business partners and other product teams to integrate their
applications with OpenSocial.


Agenda

 Terminology
 Deployment Overview
─ High-Level Deployment View
─ Detailed Deployment View
 Setup and Configuration
─ Pre-requisites
– Notes pre-requisites

– Domino pre-requisites
– Installing the OpenSocial Component on Domino
─ Detailed Steps
– Database creation and configuration
– Creating a Managed Account
– Policy Settings
– Configuration Settings
– Verification
 IBM Connections 4 Integration


Terminology

 OpenSocial
─ OpenSocial is an open standard which defines APIs that can be used to build social applications
using HTML, JavaScript, and CSS. The specification includes both JavaScript and REST APIs.
OpenSocial leverages many other standards, such as Activity Streams and OAuth.
─ See: http://opensocial.org/
 Embedded Experiences
─ Embedded experiences is a method of embedding the “experience” or functionality from one
application into a different, host application. The end user experiences the 3rd party application
in their host application environment as if they were using it directly from the 3rd party provider.
 Activity Streams
─ Activity Streams is an open standard which defines a data model to represent a stream or list of
actions performed by users and applications. This specification DOES NOT define any APIs, it
simply defines the data model.
─ See: http://activitystrea.ms/


Terminology
 Apache Shindig
─ Apache Shindig is an OpenSocial container and helps to start hosting OpenSocial apps quickly
by providing the code to render gadgets, proxy requests, and handle REST and RPC requests.
Shindig is the reference implementation for the OpenSocial specification.
─ See: http://shindig.apache.org/
 Domino Server with Shindig
─ A Domino Server with the OpenSocial Component installed. This server runs portions of the
Apache Shindig project as a web application based on OSGi. This server is responsible for
rendering OpenSocial gadgets.
 DOTS
─ An acronym for “Domino OSGi Tasklet Service”, it is a server task that allows OSGi plugins to
contribute scheduled “tasklets” that perform some amount of work on the server. The Widgets
framework in iNotes contributes a DOTS tasklet to push Widgets to iNotes users by policy.


Terminology

 Widget Catalog
─ A database that is used to store metadata (i.e. a “widget”) about services for use within Notes
and iNotes. In the case of OpenSocial Component, the focus is on OpenSocial gadgets for
which widgets are created and stored in the Widget Catalog.
 Credential Store
─ A secure database that is used to store proxy rules, gadget capabilities, and OAuth information
on the Domino Server with Shindig.


High-Level Deployment View

 The OpenSocial Component is deployed and configured as two server
components
─ A Domino mail server
– Supports iNotes and hosts the widgets catalog

─ A Domino server running Shindig
– Hosts the credential store application

– Renders OpenSocial Gadgets
─ Run the OpenSocial Component installer once per server, configure to differentiate



 Single server
─ Simplest; useful for development and testing (and Show and Tell sessions)



 Single mail server and single Shindig server
─ Useful for trying out Social Edition with an existing mail server



 Clustered mail servers and single Shindig server
─ Useful for trying out Social Edition with an existing mail server cluster
─ Likely what small deployments would look like



 During the course of this session, this is the type of environment that will be
configured


Detailed Deployment View
 Server-side
─ Install Domino 9.0
– Includes toolbox.ntf and websecuritystore.ntf needed for the Widget Catalog and Credential
Store, respectively
─ Install the OpenSocial Component on each Domino 9.0 Server
– Includes OSGi bundles

• Shindig libraries are included as a bundle
 Client-side
─ Notes
– Install Notes Social Edition 9.0 with the OpenSocial Component included

─ iNotes
– Set a few notes.ini settings on the server to enable functionality in the iNotes Forms9 file.


Detailed Deployment View

 A single server deployment
 The OpenSocial Component is installed on both Notes and Domino
 The Widget Catalog replicates to the Notes client


Notes Pre-requisites
 IBM Notes 9 Social Edition
 New “OpenSocial Component” on the Custom Setup page of the installer

 Add ENABLE_EE=1 and $ENABLE_EE=1 in Notes.ini


Domino Pre-requisites

 IBM Domino 9.0 with OpenSocial Component
 OpenSocial Component is a separate “add-on installer”


Installing the OpenSocial Component on Domino

 Pick a place to save install resources



 Welcome to the installer!



 Accept the license agreement



 Domino program directory will be auto-completed based on the Domino install



 Domino data directory will be auto-completed based on the Domino install



 Review the location of program and data files before continuing



 The installer will run and when finished will land you on this success page


Creating the Credential Store

 Issue the command keymgmt create nek <nekname>
─ Replace <nekname> with your own value
 Verify the NEK is created successfully



 Issue the command keymgmt create credstore <nekname>
─ The <nekname> is same as previous step
 Verify credstore.nsf is created under dataIBM_CredStore



 For more information on the credential store, see the Using a credential store to
share credentials section of the IBM Notes and Domino 9.0 Social Edition
Public Beta new features and release notes documentation
─ http://bit.ly/PublicBetaReleaseNotes


Configuring the Credential Store

 Go to the Access Control List for the credential store database



 Add “WidgetCatalogAdmins” to the ACL list



 Assign Manager Access and Admins role for “Widget Catalog Admins”
 LocalDomainServers have Manager access and the Admins role by default


 Open the OAuth Token Store
database (credstore.nsf)
 Open the Configuration view
 Click Create Encryption Key
button
 Click Create new encryption
key in the pop up dialog
 Verify the encryption key is
created successfully
 Click OK to close all the
dialogs

The configuration of Credential
Store is complete !


Creating the Widget Catalog

 Create a Widget Catalog database


Configuring the Widget Catalog

 Go to the Access Control List for the widget catalog database



 Add “WidgetCatalogAdmins” to the ACL list



 Assign Manager Access and Admins role for “WidgetCatalogAdmins”


 Open the Widget Catalog database
 Go to View → Agents

 Enable the PushToCredStore agent

 More information about Roles & Agents can be found on :
─ http://www-01.ibm.com/support/docview.wss?rs=899&uid=swg21459846


 Open the Configuration view of catalog
 Click Configure Credential Store button



 Click Browse in the pop up dialog
 Select the credstore.nsf created in previous steps and click Open



 Verify the information and click OK

 The configuration of the Widget Catalog is complete!


Creating a Managed Account

 Open the Accounts view
 Click the Add Account button in the action bar



 Fill the Basics tab as below
─ Account server name: http://ics-snt-2013.renovations.com/fiesta/container
─ Domino single sign-on server: ics-snt-2013.renovations.com



 Fill the Advanced tab as below
 Click the Edit list... button


 Add the following parameter
─ Item: PreferredUsernameField
─ Value: fullname



 Verify the information in the properties list
 Click “Save & Close” to close the new account



 For more information on Managed Accounts, see http://bit.ly/ManagedAccounts


Policy Settings
 Augment an existing policy with new configuration
─ Desktop settings
─ Security settings
─ Mail settings


Policy Settings – Desktop Settings

 Open the IBMConnect2013DesktopSettings document in edit mode
 Go to the Widgets tab


 Widget catalog server
─ ICS-SNT-2013/IBMConnect2013
 Widget catalog application
name
─ toolbox.nsf
 Widget catalog categories to
install
─ WidgetsForAll
 Gadget Server URL
─ http://ics-snt-
2013.renovations.com/fiesta
 For more information on
configuring Widget policy, see:
http://bit.ly/WidgetsPolicy


 Add the Managed Account
─ On the Accounts tab click
Update Links
─ On the resulting dialog click
Selected supported
─ Click OK


 Select the Security Token
Account
 Click OK
 The Security Token
Account now appears in
the Account Links
section



 Go to the Custom Settings tab
 Click Edit list... in the Notes.ini tab



 Add “ENABLE_EE” and “$ENABLE_EE” items with values of 1
─ Set the Item and Value fields
─ Click Add/Modify Value >>
 Click OK



 Verify the Notes.ini values

 For more information on Custom Settings, see http://bit.ly/CustomSettings



 Click “Save & Close” to save the Desktop Settings document


Policy Settings – Security Settings

 Open the IBMConnect2013SecuritySettings document in edit mode
 Push an ECL setting to Notes users
 In the Execution Control List tab, click Edit



 In the resulting dialog, click Add...


 In the Add User dialog enter
“WidgetCatalogAdmins” or search
the directory for it

 Select “WidgetCatalogAdmins”
and check the “Ability to configure
Widget capabilities” checkbox
 Click OK



 Whitelist the server requests
 In the Proxies tab, click Edit list...


 Add a proxy rule
─ Context: /xsp/proxy/BasicProxy
─ URL: http://ics-snt-2013.renovations.com
─ Actions: GET,POST
─ Cookies: DomAuthSessId,LtpaToken,LtpaToken2
─ Mime-types: *
─ Headers: *
 Click Add/Modify Value >>
 Click OK


 Verify the proxy rule

 Click “Save & Close” to save the
Security Settings document


Policy Settings – Mail Settings

 No specific Mail policy settings need to be set
─ My Widgets specific Mail settings have been deprecated in favor of desktop settings in Domino 9

 For Desktop policy settings to apply to iNotes users, a Mail policy is required
─ See this technote
– http://www-01.ibm.com/support/docview.wss?uid=swg21384073

– Reference # 1384073


Policy Settings

 To ensure iNotes users receive the policies applied to them the Admin Process
much process mail policies
 Default interval is 12 hours
 Execute manually via “tell adminp process mailpolicy” in the server console


Policy Settings

 Verify that the Admin Process was successful


Configuration Settings

 Configuration Settings are used to configure the OpenSocial component on the
Domino Server
 Go to the Configuration tab
 Select the Server → Configurations view
 Select the configuration document for the server and select Edit Configuration



 Go to the NOTES.INI Settings tab
 Click Set/Modify Parameters



 Add the following parameters by entering each Item and Value pair into the
corresponding fields and clicking Add/Update
Item Value
ENABLE_EE 1
iNotes_WA_EnableEE 1
iNotes_WA_LiveText 1
iNotes_WA_Widgets 1
iNotes_WA_OpenSocial 1
iNotes_WA_Widgets_AutoUpdate_Group iNotesUsers
iNotes_WA_Widgets_AutoUpdate_Day 1


 Enter each Item-Value
pair

 Once all values are
entered click OK



 Verify the NOTES.INI Settings


 Go to the Social Edition tab
 On the Basics tab fill out the following fields
─ Locked domain suffix: -locked.renovations-gadgets.com
─ Domain name for unlocked gadgets and content fetching: unlocked.renovations-
gadgets.com
─ Shindig server(s) host name: ics-snt-2013.renovations.com

 The remaining fields can be left blank to accept the defaults which is acceptable
for the purpose of this session.
 No Advanced settings need to be filled out by default


 Click “Save & Close” to save the Configuration Settings document

 The server needs to be restarted for all changes to take affect


Verify Policy in Notes

 In Notes, go to File → Preferences
 In the Accounts section, verify the “Security Token Account” configured earlier
is listed


Verify Policy in Notes

 In the Widgets section, verify the “Catalog server” and “Catalog name” fields are
populated
 Note: The “Categories to install” field will be populated once some Widgets are
added to the catalog


Verify Policy in iNotes

 In iNotes, verify that the My Widgets sidebar panel appears
 In the My Widgets sidebar menu, verify that “Browse Widgets Catalog...”
appears
 Note: The catalog can be opened, but no Widgets have been populated yet


Importing a Widget into the Widget Catalog

 A Widget can be imported into the Widget Catalog as a series of files
─ A file for the Widget definition, e.g., <gadget name>.extension.xml
─ A file for the proxy rules, e.g., <gadget name>.proxy.xml
─ A file for the OAuth information, e.g., <gadget name>.oauth.xml
 Only the Widget definition file is required
 Selecting the Widget definition file for import will automatically locate the other
files in the same directory



 Open the Widget Catalog in Domino Administrator
 Click Import



 Browse to the widget's extension.xml file in the dialog
 Click Open
 Note: There are no proxy.xml or oauth.xml files because the gadget doesn't use
OAuth and the default proxy rules are acceptable


 The newly created widget document will open automatically
 Click Edit



 Assign this widget to the “Unit Test” and “WidgetsForAll” category
 Reminder: “WidgetsForAll” is the category that is setup to be pushed by policy



 Click the Approve button



 Click OK to close the proxy dialog



 The Widget is
approved !

 We are ready
to test it !


Unit Test Verification in Notes

 Open the Notes client
 Replicate the Widget Catalog (Note: this will happen automatically during the
normal replication schedule, but is done manually here for expediency)



 You will see the widget is installed in Notes.



 Double click the widget to render it in a new window
 Verify that the “Success” message appears in the gadget


Unit Test Verification in iNotes

 In the server console, execute tell dots run UpdateWidgetsTask to push
Widgets to iNotes users by policy
 Note: This would normally happen on a daily basis based on the
“iNotes_WA_Widgets_AutoUpdate_Day” value set in configuration settings


 In iNotes, in the My Widgets sidebar,
the widget should be installed
 The asterisk next to the widget
indicates it was pushed by policy and
cannot be removed



 Double-click on the widget to render it in a new Tab
 Verify that the “Success” message appears in the gadget


IBM Connections 4 Integration

 IBM Connections 4 provides two OpenSocial Gadgets for use within IBM Notes,
IBM iNotes, and elsewhere
 An Embedded Experiences gadget transforms Connections notifications into
rich, interactive experiences
 An Updates gadget brings the activity stream experience from the Connections
homepage into your Notes client



 Export the IC4 widget configuration
 Launch a WSAdmin console

 Load the “gadgetAdmin.py” file



 Execute the NotesRegistrar.registerGadgets command with these arguments
─ appId – the ID of the OAuth2 application to register for the gadgets
─ appLabel – the label for the OAuth2 application to be registered
─ callbackURL – the OAuth2 callback URL for the Domino environment
─ outputDir – the directory in which the Widget configuration files will be created

 For more information related to IBM Connections 4 OAuth Registration, see:
http://bit.ly/IC4OAuthRegistration



 Open the Widget Catalog in Domino Administrator
 Click Import



 Select the “AS.Gadget.extension.xml” file
 Reminder: selecting the extension.xml file will automatically find the co-located
oauth.xml and proxy.xml files for the same prefix, i.e., “AS.Gadget”
 Click Open



 When prompted to replace existing documents, if they exist, click Yes

 Click OK



 The newly created widget document will open automatically
 Click Edit



 Assign this widget to the “WidgetsForAll” category
 Reminder: “WidgetsForAll” is the category that is setup to be pushed by policy

 Click the Approve button



 Click OK to close the proxy dialog



 Click OK to close the OAuth dialog
 Note: the Consumer Key and Consumer Secret will not appear in the UI



 The Updates Widget is now approved



 Select the “EE.Gadget.extension.xml” file
 Reminder: selecting the extension.xml file will automatically find the co-located
oauth.xml and proxy.xml files for the same prefix, i.e., “EE.Gadget”
 Click Open



 The Connections EE Gadget Widget is now approved



 Force a reload of all of the OAuth and proxy data (default 1 hour refresh interval)
 In the server console, execute tell http osgi social refresh all



 In the server console, execute tell dots run UpdateWidgetsTask to push
Widgets to iNotes users by policy
 Note: This would normally happen on a daily basis based on the
“iNotes_WA_Widgets_AutoUpdate_Day” value set in configuration settings



 Open IBM Notes Social Edition as Samantha Daryn
 The two IBM Connections 4 Widgets appear in the My Widgets sidebar



 Launch Mail for Samantha
 Open a notification from IBM
Connections 4
 When prompted, authorize the
gadget – this is the “OAuth
Dance”



 The Connections 4
notification now renders as
an Embedded Experience!



 There is a new Shortcut icon for “Updates”
 There is also an entry in the Open list for “Updates”



 Opening “Updates” via the Shortcut icon or the Open list will open “Updates” in
a new tab
 Note: You don't have to do the “OAuth Dance” again, because the OAuth tokens
are shared between Embedded Experiences and Updates



 Clicking on individual entries will open an Embedded Experience, just like the
IBM Connections 4 homepage and the notitification in mail



 Open IBM iNotes Social Edition as Samantha Daryn
 The IBM Connections 4 EE Widget appears in the My Widgets sidebar

 Reminder: the “Updates” Widget is for Notes only, and it not installed in iNotes
per the Platform field in the Widget document



 Open a notification from IBM
Connections 4
 It is now renders as an Embedded
Experience!


Thank you!
Questions?


Related Sessions

 JMP102 : Extending Your App Arsenal With OpenSocial
 AD103 : Social Standards Across IBM Connections, IBM Notes, IBM iNotes and
IBM Domino
 ID100 : What's New in IBM Notes 9.0 Social Edition
 ID101 : What's New in IBM iNotes 9.0 Social Edition
 ID301 : What's New and Coming in IBM Connections
 AD212 : Whats New in IBM Lotus Notes Widgets and LiveText: Linking Your
Data to the World!


Resources

 Useful Links
─ http://bit.ly/PublicBetaForum
─ http://bit.ly/PublicBetaReleaseNotes
─ http://bit.ly/PublicBetaAdminGuide
─ http://bit.ly/WidgetsPolicy
─ http://bit.ly/CustomSettings
─ http://bit.ly/ManagedAccounts
─ http://bit.ly/IC4OAuthRegistration
─ http://opensocial.org
─ http://opensocial2.org:8080


Legal disclaimer
© IBM Corporation 2013. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication,
it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice.
IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication 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.
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. Product release dates and/or capabilities referenced
in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any
way. 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.

All references to Renovations refer to a fictitious company and are used for illustration purposes only.

132 © 2013 IBM Corporation

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