# Installation and Upgrade Guide

# Registering and Configuring Portlets

After you have run the installation wizard and verified correct installation, you must register the IMAP Portlets portlets with the portal. This chapter describes how to register and configure the portlets in the portal.

- Registering IMAP Portlets
- Configuring Portlet Services

- Modifying Administrative Preferences
- Enabling Basic Authentication
- Enabling LDAP Authentication

- Localizing Portlet Objects

## Registering IMAP Portlets

To register the IMAP Portlets, import the portlet package:

1. Log in to the portal as an administrator and click Administration.
2. Click the Select Utility drop down menu and choose Migration - Import.
3. Click Browse and locate the PortletSuite-IMAP.pte file, located by default in C:\bea\alui\PortletSuiteIMAP\3.2\portalfiles\packages\5.0\. Click Open.
4. Click Load Package.
5. Check the box next to Overwrite Remote Servers.
6. Click Finish.

## Configuring Portlet Services

After you have installed and registered the portlet suite, you must configure the services used to manage mail servers and the users and domains that they support. This section provides instructions for modifying the required Administrative Preferences and updating portlet settings to implement optional authentication features.

### Modifying Administrative Preferences

Administrative Preferences determine how portlet users are authenticated and how mail is handled. You must update the settings on the Administrative Preference pages to complete installation and setup.

1. Log in to the portal as an administrator and click Administration.
2. Navigate to the folder that was created for the IMAP Portlets when you migrated the portlet package into the portal.
3. To display a list of portlet objects, click Portlet.
4. Click the name of one of the IMAP portlets to open the Portlet Editor. The preferences you set for one portlet are inherited by all portlets in the suite.
5. On the Main Settings page, under Web Service, click the Edit button to open the Administrative Preferences page.

#### Administrative Preferences Menus and Settings

Use the links in the menu column to display forms that enable you to modify settings. The following table summarizes the menu and the available settings. For detailed information about settings, click Tips on the Administrative Preferences page.

Table 4-1 IMAP Portlets Administrative Preferences Page Settings
Menu | Settings
--- | ---
Portlet Information | Displays version information for the portlet and the backend server.
Custom Editor Settings | Select whether clients use a portal 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.
User Information Settings | Displays options for user authentication: Portal Setting Authentication: The portlet uses the User or Community preferences to connect to the back-end server. 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, see Enabling LDAP Authentication.
Server List | Displays the back-end servers that appear on the User Preferences page. (If the Administrative Preferences are set up with only one server, the Server List is not displayed on the User Preferences page.) Add each server in use in your deployment. To add a server to the list, click + (add row). To delete a server, click - (delete row). Server Name/IP/URL: Type the fully qualified domain name, IP address, or URL to the back-end server (and virtual directory, if applicable), for example, http://<host>/imap. Do not type a trailing slash (/). If the URL is redirected, specify the ultimate location. For example, if http://mail.myco.com is redirected to https://mail.myco.com/imap, use https://mail.myco.com/imap. Server Alias: Type the server name to be displayed on the User Preferences page.
Server List (continued) | SMTP: Type the server name or IP address for the SMTP server. SMTP Authentication: If your SMTP server requires authentication, configure this option to synchronize portlet and back-end server authentication. To save your changes, click Finish.
Root Folder Name | Cyrus IMAP servers only: Specify the root folder name. The default is Inbox.

### Enabling Basic Authentication

Follow the instructions below if you want IMAP portlets to use basic authentication information from the portal.

1. On the Administrative Preference page, set the User Information Settings option to Basic Authentication as described in the previous section.
2. In the folder that contains the IMAP Portlets, click Remote Server to display a list of Remote Server objects.
3. Click the Portlet Suite for IMAP Remote Server to display the Remote Server Editor.
4. On the Main Settings page, in the Basic Authentication Type section, select User's Basic Authentication Info.
5. If you deploy SSL, modify the Base URL for HTTPS protocol.
6. To save your changes, click Finish.

Note: | The portal must be enabled for basic authentication. For information on configuring the portal, refer to the Administrator Guide for AquaLogic Interaction.

### Enabling LDAP Authentication

Follow the instructions below if you want IMAP portlets to use LDAP authentication values from the portal.

1. On the Administrative Preference page, set the User Information Settings option to User Information Authentication as described in the previous section.
2. In the folder that contains the IMAP Portlets, click Web Service to display a list of Web Service objects.
3. Complete the following steps for each of the IMAP Web Service objects:

1. Click the Web Service name to open the Web Service Editor.
2. In the Edit Object Settings menu, click User Information.
3. Select existing LDAP field settings in the User Information Settings section, or add field names by clicking Add New User Information.
4. To save your changes, click Finish.

## Localizing Portlet Objects

IMAP Portlets includes localization support for the following languages: Chinese, English, French, German, Italian, Japanese, Korean, and Spanish.

Localization support files allow names and descriptions of portlets and Remote Server objects to be localized when the portal settings locale is changed.

The installer copies localization support files to the following location on the Remote Server host computer: <PT_HOME>\PortletSuiteIMAP\3.2\portalfiles\common\msgs\

To enable language support in the portal, copy these files to the appropriate directory on the Portal Server host, for example:

<PT_HOME>\ptportal\6.1\settings\i18n\