# Installation and Upgrade Guide

# Configuring Portlet Services

After you have installed and registered the portlet suite, use the portal Administrative Preferences wizard to configure the services that are used to manage mail servers and the users and domains that they support.

This chapter provides procedures for modifying required Administrative Preferences, as well as information for modifying portlet settings you must configure to implement optional features, such as Basic Authentication or LDAP-based authentication. This section contains information on the following procedures:

- Configuring Administrative Preferences.
- Enabling Basic Authentication.
- Enabling Authentication with LDAP Values.

## Configuring Administrative Preferences

Administrative preferences determine how portlet users are authenticated and how mail is handled. You must customize settings in the Administrative Preference pages as the final steps for your initial installation and setup.

To modify administrative preferences for a portlet:

1. Log in to the portal as an administrator.
2. Click Administration.
3. Open the MS Exchange Portlet Suite folder.
4. To display a list of portlet objects, click Portlet.
5. Click one of the portlets, for example, MS Exchange Calendar. The preferences you set for one portlet are inherited by the other portlets in the suite.
6. On the Main Settings page of the Portlet Editor, click Edit.
7. Use the links in the menu column to display forms that enable you to modify settings. The following table summarizes the menu and the settings you can modify.

   Menu | Settings
   --- | ---
   Portlet Information | Displays version information for the portlet and the backend Exchange Server.
   Custom Editor Settings | Select whether clients use a portal interface or client Web interface to access mail.
   Attachment Settings | Displays an editable path to the temporary file directory on the remote server and the maximum attachment size (in bytes). If an SSL client certificate is not installed on the Remote Server, the field can be left blank. The Temporary File Directory field does not require a value for attachments to work properly in backendExchange Portlets.
   User Information Settings | Displays options and settings for user authentication: Portal Setting Authentication: The portlet uses the user or community preferences to connect to the backend server. If you are authenticating a community portlet (Calendar, Mail, or Contacts) you must select this option. Basic Authentication: The portlet uses basic authentication for the remote server to connect to the backend server. For additional requirements, see Enabling Basic Authentication. User Information Authentication: The portlet uses values from an associated LDAP system. Specify the LDAP field name associated with the user name, password, domain, or mailbox. For additional requirements, seeEnabling Authentication with LDAP Values.
   Server List | Displays the Exchange Servers that appear on the Community or User Preferences page. If the administrative preferences are set up with only one server, the Server List is not displayed on the Community or User Preferences Page. Add each server in use in your deployment. Server Name/IP/URL: The fully qualified domain name, IP address, or URL to the backend Exchange Server (and virtual directory, if applicable), for example: http://<host>/exchange. Do not type a trailing slash (/). If the URL is redirected to another URL, specify the ultimate location. Server Alias: The server name displayed to users on the Preferences page. Proxy Host/Firewall: The server name or IP address for the Proxy Host/Firewall Server. Proxy Host/Firewall Port: The associated port number. Outlook Web Access Server URL: The URL to Microsoft Exchange Server Outlook Web Access, for example, http://<host>/exchange. Do not type a trailing slash (/). To add a server to the list, click + (add row). To delete a server, click - (delete row). To save your changes, click Finish.
   Domain List | Displays the domains that appear on the Community or User Preferences page. If the administrative preferences are only set up with one server, the Domain List is not displayed on the Community or User Preferences Page. Domain Display Name: The name displayed to users on the Preferences page. Domain Name: The domain where the Exchange Server is installed. To add a new server to the list, click + (add row). To delete a server, click - (delete row). To save your changes, click Finish.

8. To accept settings, click Finish. For detailed information about settings, click Tips.

Note: | The preferences you set for one portlet are inherited by the other portlets in the suite.

Stay logged in to the portal with the MS Exchange Portlet Suite folder open for the next procedure.

## Enabling Basic Authentication

If you want portlets to request basic authentication information from the portal to authenticate access to the portlet, set the administrative preference for User Information Settings as described in Configuring Administrative Preferences. You must also configure remote server settings as described below.

To configure the remote server for basic authentication, in the MS Exchange Portlet Suite portal folder:

1. Click Remote Server to display a list of remote server objects.
2. Click the MS Exchange Portlet Suite remote server. This displays the Main Settings page of the Remote Server Editor.
3. If you deploy SSL, modify the Base URL for https protocol.
4. In the Base Authentication Type section, select User's Basic Authentication Information.
5. To commit your changes, click Finish.

Note: | You must also enable basic authentication in the portal configuration file. For information on configuring the portal for basic authentication, refer to the Administrator Guide for AquaLogic Interaction (for version 6.1) or the Administrator Guide for Plumtree Foundation (for 6.0.x).

Stay logged in to the portal with the MS Exchange Portlet Suite folder open for the next procedure.

## Enabling Authentication with LDAP Values

If you want a portlet to request LDAP authentication information from the portal to authenticate access to the portlet, you set the User Information Settings in the Administrative Preferences page as described in Configuring Administrative Preferences. You also configure Web service settings.

To set up authentication based on LDAP values, in the MS Exchange Portlet Suite portal folder:

1. Click Web Service to display a list of Web Service objects.
2. Click the name of the Web Service associated with the portlet you want to authentication with LDAP values, for example MS Exchange Calendar Web Service.
3. On the left, under Edit Object Settings, click User Information.
4. Select predefined LDAP field settings or click Add User Info to add field names.
5. To commit your changes, click Finish.