Table of Contents

1 - Introduction 5

2 - Getting started with Roller 5

2.1 - Getting started with a new Roller installation 5

2.2 - Getting started with an existing Roller installation 5

2.3 - Accepting an invitation to join a weblog 6

2.4 - Getting around in Roller 6

3 - Creating and editing your weblog 9

3.1 - Creating and editing a weblog entries 10

3.2 - Finding and editing weblog entries 12

3.2.1 - Finding old entries with the Create & Edit:New Entry page 12

3.2.2 - Finding old entries with the Create & Edit:Edit Entries page 13

3.2.3 - Finding old entries using the pages of your weblog 13

3.2.4 - Finding old entries with Roller's built-in search engine 13

3.3 - Weblog categories 14

3.3.1 - The Weblog Category Chooser 14

3.3.2 - RSS Feed for Each Category 14

3.3.3 - Adding, Renaming, and Removing Weblog Categories 14

3.4 - Podcasting with Roller 15

3.4.1 - How to create a podcast feed with Roller 15

3.5 - Referrer rankings 17

3.6 - Comment notification via email 17

3.7 - Comment management and moderation 17

3.8 - Preventing weblog spam 19

3.8.1 - Three levels of blacklisting 19

3.8.2 - How to add words and expressions to the blacklist 19

3.9 - Sending trackbacks 20

4 - Managing your weblog settings 21

4.1 - Weblog settings 22

4.2 - Weblog themes 25

4.3 - Uploading Files 26

4.4 - Setting up a group blog 27

5 - Customizing your weblog's theme 29

5.1 - Weblog and day templates 31

5.2 - Define standard headers and footers with a decorator 33

5.3 - Roller Macros and Variables 34

5.4 - Creating and packaging your own Roller theme 35

5.5 - Overriding Roller Macros 36

6 - Managing your weblog's blogroll 37

6.1 - Adding new links to your blogroll 37

6.2 - Adding new links to your blogroll 38

6.3 - Adding new bookmark folders 39

6.4 - Bookmark import and export via OPML 40

7 - Using a blog client with Roller 41

8 - Using weblog pings 42

8.1 - Registering with an Aggregator 42

8.2 - Ping Targets, Common and Custom 42

8.3 - Setting up Automated Pings 42

8.4 - Sending a Manual Ping 44

8.5 - Creating and Editing Custom Ping Targets 44

8.6 - More on Registering with an Aggregator 46

9 - Roller administration 47

9.1 - Managing users 47

9.2 - Configuring Roller 49

10 - Weblog update ping administration 52

10.1 - Creating and editing common ping targets 52

10.2 - How Roller Processes Weblog Update Pings 52

10.3 - Configuration Properties Controlling Ping Processing 53

10.4 - Suspending all ping processing 53

10.5 - Controlling and disabling ping usage 53

10.6 - Initialization of common ping targets 54

11 - Planet Roller administration 55

11.1 - Setting up the Planet aggregator 55

11.2 - Configuring Planet Roller 56

11.3 - Adding external subscriptions to Planet Roller 57

11.4 - The Planet Roller main page 58

11.5 - Adding custom groups to Planet 59



Illustration Index

Illustration 1: Main Menu with invitation to join a group blog 6

Illustration 2: Status bar, no weblog 7

Illustration 3: Status bar within weblog 7

Illustration 4: Weblog navigation bar 7

Illustration 5: Weblog editor navbar 8

Illustration 6: Main menu 9

Illustration 7: Weblog editor 10

Illustration 8: Edit entries page 12

Illustration 9: Podcast URL field 16

Illustration 10Comment (and trackback) management page 18

Illustration 11: Send trackback control 20

Illustration 12: Result of sending trackback 20

Illustration 13: Weblog preferences menu 21

Illustration 14: Weblog settings page part 1 22

Illustration 15: Weblog settings page part 2 24

Illustration 16: Theme selection page 25

Illustration 17: Weblog permissions page 27

Illustration 18: Weblog templates page 29

Illustration 19: Edit template page 30

Illustration 20: Theme directory structure 35

Illustration 21: Bookmarks management page 37

Illustration 22: Add and edit bookmark form 38

Illustration 23: Add folder form 39

Illustration 24: Automatic ping configuration page 43

Illustration 25: Custom ping targets page 45

Illustration 26: Edit ping target form 45

Illustration 27: User admin page 47

Illustration 28: User admin form 48

Illustration 29: Config page: site settings 49

Illustration 30: Config page: user settings 49

Illustration 31: Config page: file upload settings 50

Illustration 32: Config page: newsfeed settings 50

Illustration 33: Common weblog ping targets 51

Illustration 34: Planet config page 55

Illustration 35: Planet subscriptions page 56

Illustration 36: Planet front page 57



1 - Introduction

This user guide describes how to use Roller, a web application that can support a single user weblog, thousands of weblogs and/or group weblogs. You'll learn how to register as a new user, create weblogs, edit and post weblog entries and manage your weblog. You'll also learn how to customize your weblog's blogroll, a list of links to your favorite web sites,and how to change the look-and-feel or theme of your weblog.

A word about terminology is necessary because the word weblog is both a noun and a verb. In this guide we use the words weblog and weblog entry as follows:

2 - Getting started with Roller

We'll start by explaining how to get started with a fresh Roller server, one that was just created and has no users at all. If you are using an existing Roller server, which has already been setup by somebody else, then you can skip to section 2.2 - Getting started with an existing Roller installation where we discuss how to register for an ordinary Roller user account.

2.1 - Getting started with a new Roller installation

If you've just installed a new Roller server, make sure that you create the first user yourself. Roller grants global admin permission to the very first user that is created. Later, you can use that admin user to grant global admin permission to other users. Here's how to create your first user:

How to create the first user and weblog on a fresh Roller site:

  1. Start Roller and navigate to the main page (e.g. http://localhost:8080/roller).

  2. Click the Register link in the top right corner of the page.

  3. Fill out the information for your new user, perhaps using the username 'admin' since the first user is the admin user. Once you've filled out the form. click the Register User button.

  4. On the Welcome to Roller page, choose the Click here link to login as your new user. You'll be taken to the Roller Main Menu page.

  5. On the Main Menu page, click the create a weblog link to create a new weblog.

  6. Fill out the Create Weblog page and when you're done click the Create Weblog button.

2.2 - Getting started with an existing Roller installation

To get started on an existing Roller installation, first you need to create a user account. Once you've done that, you can create one or more weblogs for your user.

How to create a user account

Some Roller sites require you to use a separate system to create a Roller account. For example, at Sun we require blogs.sun.com bloggers to register using an internal system called BAM.

With a stock Roller installation, here's how you register a new user:

  1. Use your web browser to go to the main page of the Roller installation

  2. Click the Register link in the top right corner of the page

  3. Fill out the information for your new user. Once you've filled out the form. click the Register User button.

  4. On the Welcome to Roller page, choose the Click here link to login as your new user. You'll be taken to the Roller Main Menu page.

How to create a weblog for your user

Here's how you create a new Roller weblog for your user:

  1. Login to Roller by clicking the Login or the Main Menu link

  2. On the Main Menu page, click the create a weblog link to create a new weblog.

  3. Fill out the Create Weblog page and when you're done click the Create Weblog button.

2.3 - Accepting an invitation to join a weblog

Roller supports group blogging. That means that more than one user can edit and manage a single weblog. If somebody invites you to join their weblog, an invitation message will appear at the top of the Main Menu page. Depending on how Roller is configured, you may also get an email message that informs you of the invitation. To accept an invitation, login to Roller go to the Main Menu page and you'll see something like this.


Illustration 1: Main Menu with invitation to join a group blog


That's an invitation to join the weblog with the handle 'adminblog'. To accept click the accept button. Once you do, you'll be a member of the weblog and the weblog will appear on your Main Menu page as one of your weblogs.

2.4 - Getting around in Roller

When you log into Roller, Roller sends you to the Roller editor interface -- a set of web pages for editing and managing your weblog and (if you have global admin privileges) the Roller installation itself.

Find your way around the editor interface

No matter where you go in the Roller editor interface, you'll always see a status bar across the top of the page with convenient links to the Roller front page and main menu.


Illustration 2: Status bar, no weblog




That's what the status bar looks like when you are logged in (assuming your username is 'admin'), but you haven't chosen a specific weblog in which to work. What's going on here?

If you are logged into Roller and you are editing one specific weblog, the status bar will include a link to that weblog. For example, the bar below indicates that user 'admin' is logged-in and editing weblog called 'adminblog.'


Illustration 3: Status bar within weblog




Going from your weblog back to the editor interface

When you're on your weblog page and you need a way to get back to the Roller editor interface, look for the weblog navbar. All of Roller's built-in themes include the navbar. It looks slightly different in each theme, but it always includes the same set of links.


Illustration 4: Weblog navigation bar




That's what weblog navbar looks like this when you are not logged in (note that the exact appearance varies in each theme). The words Front Page link to the front page of the Roller installation and as with the front page link in the banner-status bar, the words may be different on your site. Next are links to the public pages of the weblog, and this particular weblog includes pages called Weblog and About. Finally, there is a link to Login.




Illustration 5: Weblog editor navbar




That's what weblog navbar looks like this when you are are logged in. After the familiar Front Page link and the page links there's a link to the weblog's New Entry page, the weblog's Settings page and a Logout link.

After the logout link is the editor navbar, which includes shortcuts to all of the editor pages for this particular weblog. It is also included on all of the built-in Roller themes, but is a separate component from the plain old weblog navbar.

Now that we've covered the basics of registering a new user, creating a new weblog and finding your way around let's start blogging.

2.5 Changing the Language of the editor interface

The Roller editor interface uses the locale (language and country) User Profile setting to select the text to display in the editor navbar and in each editor page. You can select your preferred locale when registering or, if you have already registered, on the Your Profile page. If a translation for your preferred language is available on your Roller installation, the editor interface will use this language for all the editor pages. If you have selected your preferred language and the pages are still displayed in English (or the default language of your Roller installation?) there may not be a translation available for your language. (If you or the person(s) responsible for your Roller installation would like to translate Roller to an additional language, please visit the Roller project website...) (Translations are currently available for...)

3 - Creating and editing your weblog

First, you login to Roller. What happens next depends on the number of weblogs that you have. If you have one weblog, you'll be taken directly to the New Entry page for that weblog. If you have more than one weblog or none at all, then you'll be taken to the Main Menu page, shown below, so you can pick which weblog to edit and/or create new weblogs.


Illustration 6: Main menu




The main menu page lists all of your weblogs and for each, shows you links to its New Entry, Edit Entries and Settings pages. You can also create a new weblog, edit your user profile and perform administrative duties (if you have global admin permissions).

3.1 - Creating and editing a weblog entries

To create a new weblog entry, go to your weblog's New Entry page, enter a title in the Title field, enter the your post in the Content text area, choose a category from the Category combo, and hit the Post to Weblog button. As soon as you do that, your weblog entry is posted to your weblog for the world to see. Here is the relevant part of the New Entry page.

Illustration 7: Weblog editor







The above screenshow shows the RTE weblog entry editor (editor-rte.jsp), a rich text editor that creates the HTML for you. If you prefer to edit the HTML yourself, you can switch to the plain text editor (editor-text.jsp). Use the Preferences:Settings page to pick the weblog editor page you'd like to use.

Let's cover the fields on the page:



Below the weblog entry fields are the Other Settings

Below that is a row of buttons.

3.2 - Finding and editing weblog entries

All of your blog entries are saved in a database. Once your blog entries scroll off the front page or off the recent entries list of the Create & Edit:New Entry page, they are still available to your readers on your weblog pages. They're available to you too.

3.2.1 - Finding old entries with the Create & Edit:New Entry page

If you go to the Create & Edit:New Entry page, you'll see on the right a list of recent Pending Entries, Draft Entries, and Recent Entries. You can edit any of these by simply clicking on title.






Illustration 8: Edit entries page






3.2.2 - Finding old entries with the Create & Edit:Entries page

You can use the Create & Edit:Entries to find and edit your old posts. That includes posts that have scrolled-off the bottom of the Pending, Draft and Recent Entries lists we discussed above. When you first arrive on the page it will show you most recent entries, as shown in the screenshot below. If you want to find an old post you can use the start and end date calendars to look for posts in a specific time period. You can edit any of the entries in the Weblog Entries list by simply clicking on its title.

3.2.3 - Finding old entries using the pages of your weblog

You can also use the pages of your weblog to navigate into the past and find old blog entries. If you do this when you are logged in, then you'll see an Edit link on each weblog entry, which will load that entry into the weblog editor (i.e. the New Entry page).

There are several ways to do this:

3.2.4 - Finding old entries with Roller's built-in search engine

Roller also has a built in search engine, which you can use to search for entries in the entire site, or in just your blog. If you're logged in, when you find one of your old entries, it will have an Edit link.

3.3 - Weblog categories

Roller's weblog categories feature allows you to organize your weblog posts by category. For example, you might setup a category called "Family" for your family related posts, a category called "Music" for your music posts, and a category called "Misc" for everything else.

When you write a new weblog post you must decide which category to place it in. On the Create & Edit:New Entry page, there is a combo-box that allows you to pick a category for your post or to change the category when you edit an old post. Currently, Roller only allows you to assign each weblog post to one category.

3.3.1 - The Weblog Category Chooser

When a user views your site, they can choose which category to view. All of the stock Roller weblog templates include the Weblog Category Chooser (displayed by the #showWeblogCategoryChooser() macro) close to the top of the page so that your readers can pick which category to display or "All" for all categories of posts.

3.3.2 - RSS Feed for Each Category

Your weblog's main RSS newsfeed includes all categories, but users can choose to subscribe to specific categories. All of the stock Roller weblog templates display a list of your RSS feeds (displayed by the #showRSSLinks() macro), one for all categories and one for each separate category.

3.3.3 - Adding, Renaming, and Removing Weblog Categories

You can change the names of your categories, add new categories, and delete categories using the Create & Edit:Categories page of the Roller Editor UI.

3.4 - Podcasting with Roller

Roller now includes support for podcasting, a way to distribute files through your weblog's newsfeed. Typically, folks use Podcasting to distribute audio files, but the technique can be used to distribute any type of file. Specialized Podcast client software (such as iPodderX) downloads the audio files that are referenced in your newsfeed and copies them to an music player, such as an MP3 player.

3.4.1 - How to create a podcast feed with Roller

In Roller a Podcast is like an attachment to a weblog entry. We call it mediacasting in the Roller UI because it can be any type of file and is not necessarily destined for play on an Apple iPod. Here are the steps involved in Podcasting with Roller:

	http://example.com/roller/resources/nina/mycast.mp3
	Hey now! I just created my first Podcast you can download it 
	by clicking on this file name:

	<a href="http://example.com/roller/resources/nina/mycast.mp3">mycast.mp3</a>


Illustration 9: Podcast URL field






	<enclosure url="http://example.com/roller/resources/nina/mycast.mp3" 
		type="audio/x-mpeg" length="3409127" />

That's all there is to podcasting with Roller.







3.5 - Referrer rankings

The Weblog:referrer referrer rankings page shows the hits that are coming in from other websites and weblogs that have links to your weblog and to specific entries in your weblog. By looking at your referrer logs, you can get an idea of who is reading and commenting on your weblog.

Working with comments and trackbacks

Roller supports weblog comments and trackbacks, which provide a way for other bloggers to add comments to your blog remotely. By default comments and trackbacks are enabled, but you can turn them off on your weblog's Preferences:Settings page of your weblog. Note that turning off comments, disables both comments and trackbacks.

3.6 - Comment notification via email

If you're going to leave comments turn on then take the time to read them, to respond where appropriate and, when you receive spam or other forms of offensive comments, delete them from your weblog. You can't respond to comments if you don't know when you get one, so make sure you enable email notification of comments. You can do that on the Preferences:Settings page.

If you've got email turned on then you'll receive an email every time you get a new comment and the email will include the text of the comment, a link to the entry that was commented upon and a link to the comment management page, shown below, where you may choose to approve, mark as spam or even delete the new comment.

3.7 - Comment management and moderation

If you'd like to preview and approve comments before they are displayed on your weblog, then you'll want to turn on comment moderation via Preferences:Settings. When comment moderation is enabled, then each new comment will be marked as pending and unapproved and will not appear on your weblog. To check for new comments, go to the Create & Edit:Comments to check for and either approve or delete new comments. If you've got comment notification enabled, make sure you also enable comment notification so you'll know when new comments arrive. To moderate comments, use the comment management page, described below.

The comment management page

The comment management page, shown in illustration 10, allows you to manage comments for your weblog. If you arrive on the page from the link in a comment notification email, then you'll see only the comments for the one entry that was commented upon. If you arrive via the menu, you'll see all recent comments in reverse chronological order.

Comments that are suspected to be spam are shown with a light red background, with the spam check-box checked. Comments that are new and pending your review are shown with a light yellow background.

How to moderate comments

How to search weblog comments

You can also use the comment management page to search for comments across all entries in your weblog by keyword, status and date. Use the Filter comments area of the page to set the fields you want to search and click the Query button. If there are more comments than can be displayed on one page, then a next page link will be displayed at the top of the list of comments so that you can navigate into the past.




Illustration 10Comment (and trackback) management page




Global comment management

If your user has global adminstration privileges, then you can manage comments across the entire Roller site, including every weblog. To do this, go to the Server Adminstation:Comments page and you'll see a page that is almost identical to the weblog-specific comment management page.

Limitations of global comment management

You can use this page to mark as spam or delete any comment in the system, however you cannot change the approval status of comments through this interface. Approving comments for display is the duty and responsibility of the individual webloggers, so comment approval is only available in the context of a weblog.

A word about receiving trackbacks

Incoming trackbacks are treated differently, depending on how your Roller site is setup. Your site adminstrator may choose to disable incoming trackbacks entirely. In that case, anybody who tries to send a comment to your weblog via trackback will receive and error messae and no comment will be added.

Your site administrator may choose to enable a spam prevention measure known as trackback verification. If that's the case, then each incoming trackback will be verified. If the weblog that sent you the trackback does not link to your weblog entry, then that trackback will be marked as un-approved and pending. You'll have to visit the comment management page to approve that trackback before it is displayed as a comment on your weblog.

3.8 - Preventing weblog spam

There are three forms of comment spam that can affect your weblog:

Fortunately, there are counter-measures for each type of spam. For comment and trackback spam, you can use email notification of comments, comment moderation and trackback verification (described in the previous section) to manage spam. That's not all. Roller also includes a blacklisting feature, which can be used to fight all three forms of spam.

3.8.1 - Three levels of blacklisting

Roller uses a blacklist, a lists of words which are used to check incoming comments, trackbacks and referrers for spam. The blacklist includes several thousand words and regular expressions which which are used to check incoming comments and trackbacks. If the name, URL or content of a comment or trackback includes one of the blacklist words or matches one of the expressons then that comment or trackback is marked as spam and is not displayed on your weblog, unless you use the comment management page to unmark it.

Actually, there are three levels of blacklist:

Incoming comments and trackbacks are checked against all three levels of blacklist. Incoming referrers, however, are only checked against the levels 2 and 3 blacklist.

3.8.2 - How to add words and expressions to the blacklist

If you have a spam problem on your weblog and you'd like to add words to the blacklist, it's probably better for you to ask your administrator to add the words to the level 2 blacklist for you. That way, every blogger on the site will benefit from the addition. If you must do it yourself, here's how you do it:

3.9 - Sending trackbacks

If you are writing about something you read on another weblog, you want to let the author and readers of that weblog know that you are doing so, and that other weblog is trackback enabled, then you should send that weblog a trackback ping. Here's a story that illustrates how trackback works:


Illustration 11: Send trackback control





Illustration 12: Result of sending trackback




4 - Managing your weblog settings

As a Roller user, you are free to customize the look-and-feel of your weblog as you wish. When you establish your Roller user account, you can choose one of the dozen or so stock themes for your website. Later, you can use the theme switcher to switch to a different theme. Or, if you know something about HTML and CSS you can customize the look-and-feel and layout of your website yourself by modifying the page templates that make up your site and by adding new pages. Best of all, you can do all of this through the web-based Roller Editor UI.

To manage your weblog, use the Prefences menu. You can get there from the Main Menu page, by clicking the Settings link for your blog. Or, if you're already editing your weblog, you can just click on the Preferences menu in the tabs. Once you're there, the tabbed menu should look like this:


Illustration 13: Weblog preferences menu




In the rest of this section we'll cover each of the items on the Preferences menu.


4.1 - Weblog settings

The Preferences:Settings page allows you to set the configuration parameters for your weblog. You can see all of the settings on the screen-shot below (which needs to be updated to Roller 2.1):

Illustration 14: Weblog settings page part 1







Here is an explanation of each of the settings on the weblog Preferences:Settings page:

General settings


Comments

Default comment settings









Illustration 15: Weblog settings page part 2









Weblog client API

Formatting

Spam pevention

4.2 - Weblog themes

A weblog theme is a set of templates, style-sheets and image that determine how your weblog will be displayed. A theme can define both the layout and color-scheme of your weblog. When you start a Roller weblog, you choose from one of the built-in themes. You can change your weblog's theme at any time by going to the Preferences:Theme page, show below.




Illustration 16: Theme selection page




You can also choose to customize your theme. If you click the Customize button the templates that define your current theme will be copied into your blog where you can edit theme. See section 5 - Customizing your weblog's them for more information on theme customization.

WARNING: if you have customized your theme, then watch out. Switching themes using the Preferences:Theme page will destroy the custom changes you've made.

4.3 - Uploading Files

Roller includes a file-upload feature that allows you to upload images and other files for use in your weblog.

Here are the steps to upload an image to Roller and to use it in a blog entry:

If you don't know HTML, you might need help with that last step. Here is what an <img> tag looks like.

<img src="http://jroller.com/resources/mrroller/leo.gif" alt="one happy baby" />

You need to include the src attribute and it's also good form to include an alt attribute that describes the image (for those who cannot see the image).

4.4 - Setting up a group blog

To create a group blog, create a new weblog or log into an existing weblog that you'd like members to contribute to. Creating a weblog for group blogging is the same a creating a personal weblog (see section [3] for instructions). Navigate to the Members menu item in the Preferences tab. The Preferences:Members page enables weblog admins to invite members to a group blog and manage the group blog user access.


Illustration 17: Weblog permissions page




You can use the Invite new member link to invite any Roller user to join you weblog, but before you do you should understand the three different permission levels allowed for members of a weblog. They are:

Select Invite new member from the right navigation to invite Admins, Authors, and Limited authors to join the group blog. You'll need to know the users individual blog username to find them in the list of users. You may scroll through the list, but it's best to begin typing their username to locate them. Set the users Permissions by selecting Admin, Author, or Limited. Click on Send Invitation. If roller is not configured to talk to the mail server, you may get the following messages:

User successfully invited.
ERROR: Notification email(s) not sent, due to Roller configuration 
or mail server problem.

As long as the first message is present, the invite is successful. The next time the user logs into the blog site, they will see the following: on the Main Menu page:

You are invited to join weblog [weblog name will appear here] – accept  |  decline

Once a user is a member of your blog, you can change their permissions. Just click the appropriate radio button in the table and click the Save button. You can also remove users from the site, but note that you cannot reduce your own permissions or remove youself from the weblog.

Accept or Decline a Group Blog Invitation

If you are invited to become a member of a group blog, an invitiation will be present at the top of the Main Menu page. Example:

You have one or more invitations to accept or decline:
You are invited to join weblog [sputnik] –  accept  |  decline
You are invited to join weblog [dotSunNews] -  accept  |  decline

Click 'accept' to become a member of the group blog or 'decline' to turn down the invitation.

Contribute to a group blog

Once you're a member of a group blog, contributing is as easy as creating blog entry content. To access the group blog, login, from the Main Menu navigate to the group blog you'd like to contribute to and select any of the following: New Entry, Edit Entries, Settings (weblog admins only).

For users who participate in multiple weblogs it is important to note that the Main Menu page is how you switch between the various weblogs you can author to. The Main Menu will always show you what weblogs you are participating in and what privilages you have on each weblog.

Resign from a Group Blog

To resign from a group blog, login, on the Main Menu page, navigate to the blog information for which you wish to resign. Select 'Resign'.



5 - Customizing your weblog's theme

When you create a weblog, you must select a theme. The theme defines how your weblog will look in terms of page layout, fonts, colors and images. If you don't like your theme, you can use the Preferences:Theme page to switch to a different one.

If you're not happy with the set of themes built-into Roller, you can create a custom theme by changing the templates used to display your weblog. To customize your theme, go to the Preferences:Theme page and click the customize button. That will copy the templates that define your theme into your weblog where you can edit them. After you click customize, go to the Preferences:Templates page to view a list of the templates that define your weblog's appearance.

Weblog templates

Your weblog's theme is defined by a set of templates. A template is a file with some special macros that indicate where Roller is supposed to put your weblog entries, weblog calendar, and other dynamically created content. See the Roller Macro Reference for a complete listing of the Roller macros. A template can be an HTML file, an HTML fragment, a CSS page, or just about anything else you can enter into Roller as text.

Roller uses the powerful Velocity template language to define templates and this gives you a lot of power and flexibility in customizing the look and feel and layout of your weblog pages. You can set and use variables, use if-then-else statements and specially designed macros to control your weblog's appearance. For more information on the Velocity template language, refer to the Velocity web site and the Velocity Reference Guide.

Below is the Roller Preferences:Templates page. Use this page to add, remove, and to select pages for editing.


Illustration 18: Weblog templates page




Editing a weblog template

Below is the Preferences:Edit Tempate page which you use for editing of your page templates. Note that if the page name begins with an underbar "_" then the page will not appear in your weblog's navigation menu.


Illustration 19: Edit template page




5.1 - Weblog and day templates

Every Roller theme is a little different, but all themes have a minimum of two templates: a Weblog template, which defines the main page of your blog, and a _day page, which defines how each day of entries are displayed on your weblog. Let's discuss each of these templates.

Your Weblog page

Your weblog page is the main page of your web site, the one that is specified as the default page in your Preferences:Settings page. This page is the page that displays the entries in your weblog, your weblog calendar, etc. This page can be very complex, or very simple, depending on your page design.

To understand the weblog template, let's take a look at a simple example. Below is the weblog page template from Roller's Basic theme. This is a good example because it is so basic and because it uses most, if not all, of the Roller macros that you'd want to use on a weblog page. Roller macros and Velocity expressions are shown in bold.



<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>    
  <title>#showWebsiteTitle()</title>    
  <style type="text/css">#includePage("_css")</style>
  #showRSSAutodiscoveryLink()
<script type="text/javascript" src="$ctxPath/theme/scripts/roller.js">
</script>
</head>  
<body>  
<table border="0" align="center" width="95%"><tbody><tr>        
  <td class="entries" width="80%" valign="top" bgcolor="#ffffff">
    <center>
      <h1>#showWebsiteTitle()</h1> 
      <p class="descrip">#showWebsiteDescription()</p> 
      #showWeblogCategoryChooser()<br>
    </center>            
    #showWeblogEntries("_day" 15)
  </td>        
  <td width="20%" valign="top" bgcolor="#ffffff" width="20%">
    <h2>Calendar</h2> 
    #showWeblogCalendar()<br>            
    <h2>RSS Feeds</h2> 
    #showRSSBadge()<br>
    #showRSSLinks()
    <h2>Links</h2>
    #showBookmarks("Blogroll" true false)<br>            
    #showBookmarks("News" true false)
    <h2>Navigation</h2>
    #showBasicNavBar(true)<br>            
    #showEditorNavBar(true)<br>
    <h2>referrers</h2>
    #showreferrers(30 20)
   </td>
</tr></tbody></table>
</body>
</html>

For a listing of key Roller macros and variables, refer to the section below. The most important macro on the page is the #showWeblogEntries macro. As you can see, it takes two arguments, the first is the name of the day page to use in the display of the weblog entries and the second is the number of weblog entries to be displayed on the page.

Your Day Page

Your Day page is used by the #showWeblogEntries macro to display your weblog entries. This is where you customize the display of each day and of each weblog entry. Returning to our example, below is the day page from the Basic theme:

<div class="box">
<div class="entry">
   #showDayPermalink( $day )
   #showEntryDate( $day )
</div>
#foreach( $entry in $entries )
   <p>
   <b>$entry.title</b> $entry.text
   <span class="dateStamp">($entry.pubTime)</span>
   #showEntryPermalink( $entry )
   #showCommentsPageLink( $entry )
</p>
#end   
#showLinkbacks( $day )
</div>

Note that there are two variables $day and $entries available for use in the day template that are not available in other templates. The $day variable refers to a date object (java.util.date) that contains the date of the day that is being rendered by the day page. The $entries variable contains a collection of weblog entry objects (org.roller.model.WeblogEntryData). The example above uses a Velocity #foreach loop to iterate through the individual entries in the entries collection and to display the title, text, and publish time of each.


5.2 - Define standard headers and footers with a decorator

Some themes use a decorator, a special page that serves as a sort of Master Template for a website (i.e. for your blog). A decorator allows you to define a standard header and footer for all of your pages so that you don't have to repeat the same header and footer on every page. If your website defines a page named _decorator (and all new Roller themes do), then Roller will use that _decorator to display all of your pages.

Here is an example of a decorator page. At page display time, Roller will insert the contents of the page being displayed where you see the $decorator_body marker below:

<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<!-- decorator began with line above -->
<html>
<head>
    #showContentType("text/html; charset=utf-8")
    #showContentLanguage($locale.language)
    #includePage("_css")
    #showRSSAutodiscoveryLink()
    <script type="text/javascript" src="$ctxPath/theme/scripts/roller.js">
    </script>
    <title>#showWebsiteTitle() : #showPageName()</title>
</head>
<body>
<!-- next print \$decorator_body -->

$decorator_body

<!-- now print decorator footer/close html -->
</body>
</html>

If you have a decorator like the above, then you don't need to include <html> and <body> tags on your individual pages.


5.3 - Roller Macros and Variables

For a complete list of the Roller Macros, see the Roller Macro Reference.

There are also a host of variables and objects that are available for your use in page templates:

$now

The current time (a java.util.Date object).

$ctxPath

The path under which Roller is running (see Webapp context).

$baseURL

Base URL for your Roller website

$absBaseURL

Absolute base URL for your Roller website.

$uploadPath

The location where uploaded files are placed.

$user

The current user object for the page/entry being viewed.

$userName

The current user's username.



$fullName

The current user's full name.

$emailAddress

The current user's email address.

$website

The website for the current user.

$page

The current page being viewed.

$requestParameters

A map of the request parameters

$rollerVersion

Version number of Roller software

$utilities

A utilities object

$stringUtils

A string utilities object



Date formatting variables and objects:

$dateFormatter

Date formatter object

$toStringFormat

A date format to be used with the macro formatDate( $dateFormat $date ) :
EEEE MMMM dd, yyyy

$plainFormat

Another date format for use with the formatDate() macro:
yyyyMMdd



If the page is a day page template, then these variables are available too:

$day

Date object holding date being displayed

$entries

Collection of entries for date being displayed



If the page is a comments page, then these variables are available:

$isCommentPage

will be set to true

$entry

weblog entry containing collection of comments

$autoFormat

True if comments should be autoformatted

$escapeHtml

True if HTML should be escaped



5.4 - Creating and packaging your own Roller theme

A Roller theme is, at a minimum, a subdirectory in the Roller themes directory with a page template named Weblog.vm in it. How does Roller determine what themes are available? Roller considers every subdirectory in the themes directory to be a theme.

How does Roller create a theme?

When you create a new user or switch themes for an existing user, Roller will read in a new theme for that user. When Roller reads in a theme for a user, all it is does is to create or replace the user's page templates. Roller follows these steps to read in a theme:

  1. For each file in the theme's subdirectory that ends with .vm Roller creates a page template with the same name as the file, minus the .vm extension

  1. The page template that is named Weblog is set to be the website's default page.

Including images, Javascript and CSS style sheets in a theme

If you want to create a more sophisticated theme, one that takes advantage of the Roller theme macros, you can use the following directory structure for your theme (as illustrated in the x2 theme):


Illustration 20: Theme directory structure




The page templates go in the root directory of the theme, images in the images directory, Javascript files in the scripts directory, and CSS style sheets in the styles directory. Then, you can make your theme distributable by using relative paths to get to all of your themes images, scripts, and style sheets. You do this by using the Roller theme macros, listed below, whenever you refer to a file in your theme:



5.5 - Overriding Roller Macros

When creating your custom theme, you may find that a Roller macro, such as #showEntryDate( $day) does not produce the output that you want. You should first check the Roller Macro Reference to see if there is another macro that does what you want. If not, you can replace the call to the macro with a modified version of the code that makes up the macro.

For example, if you have the following fragment in your _day template:

   <div class="entry">
      #showDayPermalink( $day )
      #showEntryDate( $day )
   </div>

and you don't like the default output generated by #showEntryDate().

   Thursday January 05, 2006

You can look at the definition of #showEntryDate in weblog.vm:

   #**
    * Display the default Date.toString for date using the    
    * 'macro.weblog.date.toStringFormat'
    * format as defined in the resource bundle.
    * @param toStringFormat Format string (see java.text.SimpleDateFormat).
    * @param day Date object that specifies day (type java.util.Date).
    *#
   #macro( showEntryDate $day )
       #set( $format=$text.get("macro.weblog.date.toStringFormat") )
       #formatDate( $format $day )
       ##formatDate( $toStringFormat $day )
   #end

You could then modify the "entry" div in your _day template as follows:

   <div class="entry">
      #showDayPermalink( $day )
      #formatDate( "MM/dd/yyyy" $day )
   </div>

Now the generated date will look like this:

   01/05/2006

Warning: This is for advanced users only. If you make an error your web page may not display correctly, or display at all.

You can find the source for the various Roller macro .vm files in the Roller distribution that matches your installation. Todo: add links to on-line versions of the latest .vm files. (?)


6 - Managing your weblog's blogroll

Roller makes it easy to maintain a blogroll, that is, a list of your favorite weblogs and web sites that is displayed in the sidebar of your weblog.

6.1 - Adding new links to your blogroll

Individual blogroll items are known as bookmarks. Use the Create & Edit:Bookmarks page to add, edit and delete bookmarks and bookmark folders in your blogroll.


Illustration 21: Bookmarks management page




Here are some notes about the bookmarks page:



6.2 - Adding new links to your blogroll

The Add/Edit bookmark form, shown below, allows you to enter information about one bookmark.

Here's an explanation of the fields:

6.3 - Adding new bookmark folders

If you'd like to display a separate list of links somewhere on your weblog, or you'd like to store links in Roller for some other reason, you can use the Add folder form, shown below, to do that.




Illustration 23: Add folder form




Displaying new bookmark folders


You can use the #showBookmarks() macro to display your bookmarks on your website pages. The macro will display all of the bookmarks in one of your bookmark folders. The arguments are String folderName, boolean showFolderName, and boolean expandingFolder. The expanding folder feature is implemented using Javascript so, it will only work if the Roller Javascript file is included on the page where the macro is used.

For example, let's say that you want to display a folder named "News", you want to display the folder name, and you want to display it as an expanding folder. First, near the top and inside the <head> tag of your page, include the Roller Javascript page roller.js, as shown below:

...
   <html>
      <head>  
         <title>My badass blog</title> 
         <script type="text/javascript" src="/theme/scripts/roller.js"></script>
      </head>
   <body>
...

Later in your page, include the #showBookmarks macro to display your bookmarks:

...
   #showBookmarks( "News" true true )
...


6.4 - Bookmark import and export via OPML

Roller makes it easy to import bookmarks and build your blogroll by importing bookmarks in OPML format. XBEL might be a better bookmarks format, but OPML is more popular in the world of weblogs.

How to import OPML into Roller

  1. download bookmarks in OPML format from a site such as Scripting.COM and save them as a file on your hard disk.

  2. Login to Roller and choose the Bookmarks:Import menu option.

  3. Use the file-upload capability to upload the OPML file into Roller. The bookmarks will be imported into a folder called "unfiled". You can use Roller to organize the bookmarks as you wish.

How to export OPML from Roller

Your bookmarks are automatically made available in OPML form via a URL of the form:

http://serverhostname/flavor/webloghandle?flavor=opml

You can also export one specific folder by using the path paramter. For example, if you have a folder called Solaris, export it like so:

http://serverhostname/flavor/webloghandle?flavor=opml&path=/Solaris

NOTE: For OPML export, Roller bookmarks must have at least a name and an HTML url; the name is taken from the text attribute (or if that is absent, the title attribute) of the OPML element, and the HTML url is taken from the htmlUrl attribute (or if that is absent, the url attribute) of the OPML element; if this forms a bookmark lacking a name or HTML URL then that entry will be silently skipped during import.

7 - Using a blog client with Roller

A blog client allows you to post to Roller remotely, from your desktop or from some other web site. For example, desktop applications such as Ecto and MarsEdit can post to Roller and so can the photo-sharing web site Flickr.com. This is possible because Roller supports the standard Blogger and MetaWeblog APIs.

Configuring a blog client for use with Roller

First, make sure to enable Blogger API support in your weblog via the Preferences:Settings page. Next, start your blogging client, find the preferences or account setup dialog. You'll need to set the following parameters:

Username: your Roller username

Password: your Roller password

BlogID: the handle of your Roller weblog

URL: the URL of Roller's XML-RPC endpoint

Note that you may not need to enter your BlogID because some blog clients will login to Roller and then present you with a list of the weblogs that are available to your user.

A blogs.sun.com example

For example, if you have an account on blogs.sun.com, your username is fred and your blog's handle is fredsblog (i.e. your weblog's URL is http://blogs.sun.com/roller/fredsblog), then your paramters would be:

Username: fred

Password: (your password)

BlogID: fredsblog

URL: http://blogs.sun.com/roller/xmlrpc

You may not need to enter your BlogID because some blog clients will login to Roller and then present you with a list of the weblogs that are available to your user.

A jroller.com example

If you have an account on jroller.com, your username is fred and your blog's handle is fredsblog (i.e. your weblog's URL is http://jroller.com/fredsblog), then your paramters would be:

Username: fred

Password: (your password)

BlogID: fredsblog

URL: http://jroller.com/xmlrpc



8 - Using weblog pings

Weblog update pings provide a means for you to notify aggregation and indexing sites, (for example Weblogs.com, Technorati and javablogs.com) that your weblog has changed so that they will pick up your latest content from your RSS feed.

Roller supports conventional XML-RPC weblog update ping mechanism used by many sites for such notifications.

8.1 - Registering with an Aggregator

Generally speaking, aggregation sites first require you to register your weblog with their site. During this registration process you normally provide both the HTTP URL and the RSS feed URL for your weblog. This is important because the ping message conveys only the normal HTTP URL of your site, and the site will use that to lookup the registered RSS feed URL to fetch from.

Aggegation sites that accept ping notifications generally publish the ping URL to use to ping their site on their (human-readable) web site. Once you have registered your site with an aggregator, you can set up your weblog to deliver pings to that site.

8.2 - Ping Targets, Common and Custom

You can set up the Roller server to ping sites of your choice automatically whenever you post published updates to your weblog.

Roller uses the term ping target to refer to a site, such as an aggregator, that accepts weblog update ping notifications. A ping target is configured with a (display) name and the ping URL needed to reach the site. Before you can send a ping to a site, you must configure a ping target in Roller for the site. Roller supports the configuration of two types of ping targets:

common ping targets
These are ping targets that are configured by a Roller administrator, and are available to be used by all users. This allows the ping URLs for several well-known aggregator sites to be configured once for everybody.
custom ping targets
These are ping targets that are configured by individual users. If you don't find the site you wish to ping in one of the common ping targets, you can configure your own custom ping target.

8.3 - Setting up Automated Pings

Once a ping target (either a common ping target or a custom ping target) has been configured for the site that you wish to ping, you can use the Weblog:Pings page (shown below) to enable automatic pings and send manual pings.


Illustration 24: Automatic ping configuration page






To enable automatic pings to a ping target, find the ping target on the page and click the Enable link in the Automatic column. The status indicator turns to ON and the link changes to Disable (as shown for some sites in the screenshot above). To disable automatic pings to a ping target click the Disable link in the Automatic column. The status indicator turns to OFF and the link changes to Enable.

Custom ping targets that you have configured are displayed on this page in a separate table below the common ping targets; they work in the same way. You may need to scroll down the page to see them

When you have enabled automatic pinging for a ping target, Roller will automatically send a ping to that site whenever you publish a new weblog entry or update a published weblog entry.

Note: In actuality, Roller queues a request to send the ping and processes this request in the background, so that you can get on with your blogging. The ping queue is processed at an interval configured by the site administrator; this interval is 5 minutes in a default configuration. In case the aggregator site is temporarily unreachable, Roller will requeue your ping request and retry on subsequent passes through the queue; in a default configuration the ping is requeued for up to 3 ping attempts.



8.4 - Sending a Manual Ping

You can also send a manual ping to a ping target using the Send Ping Now link listed for the target on the Weblog:Pings page. When you send a manual ping the ping is not queued, it is sent immediately and attempted only once. Roller shows you the response status (success or a failure message) that results from the ping. Using manual pings, you can test your custom ping targets to make sure that the URL you have entered is working properly.

You do not need to enable automatic pinging in order to send manual pings. You can send a manual ping whether or not you have enabled automatic pinging for that target.

You can use manual pings if you ping a site very rarely, or if you are feeling a bit impatient, and you don't want to wait for the next queue processing interval.

8.5 - Creating and Editing Custom Ping Targets

You should find that most popular ping targets are listed among the common ping targets and you can ping these without needing to create a new custom one. If you don't find a common target listed for the site you wish to ping, you have two options. You can request that your administrator add a new common ping target (directions in [21]); most likely, your friendly Roller administrator will be happy to add new common ping targets for aggregator sites that many other users will also be interested in using. Alternatively, you can add your own custom ping target using the Weblog:Custom Ping Targets page.

Note: Custom ping targets are a feature that the administrator can disable. If you do not see Weblog:Custom Ping Targets menu item, or any heading for Custom Ping Targets on the Weblog:Pings page, then an administrator has disabled it, and you will need to contact an administrator to get a new common ping target added.

Before adding a custom ping target, you must determine the proper ping URL for the site that you wish to ping. You must get this information from the aggregator's web site or from another knowledgeable source.

It can be hard to find the aggregator's documentation telling you the specific ping URL to use to notify their site. Commonly aggregators list this on their web site under a topic providing help about registering your feed, or under a topic providing information for developers. Keep in mind that some aggregators only use periodic polling and do not accept ping notifications at all. If you can't find any information about pinging on the aggregator's web site, the site may not support pinging.

Once you have found the proper ping URL, you can add your custom target using the Weblog:Custom Ping Targets page, which looks something like the following screen-shot.






Illustration 25: Custom ping targets page






Click the Add New button to add a new custom ping target. This will bring up a form with a Name field and a Ping URL field. Fill in both fields, and click the Save button.


Illustration 26: Edit ping target form




Once you have created a custom ping target, you will see it listed on the Weblog:Custom Ping Targets page. From this page, you can further edit it or delete it. To enable automatic pings or send manual using your custom ping targets, use the Weblog:Pings page.



The ping target's name must be unique among your own custom targets, and the Ping URL must be a properly formed URL with a known hostname (or a raw IP address). If any of these conditions are not met, the Save will fail, and you will get an error indication telling you what was wrong with your entry


8.6 - More on Registering with an Aggregator

When you register with an aggregator, you will usually need to provide two pieces of information as part of the registration, your blog's base (HTML) url and your RSS feed (XML) URL. Make sure to read the aggregator's documentation and help on registering.

For Roller weblogs, you get your weblog's base URL by viewing your weblog and taking the URL to the point just following your weblog's handle. (In other words it should end with page/handlenamehere).

The RSS feed URL for your whole feed can be obtained by substituting page in your weblog's URL with RSS. Most browsers will display this link in the status bar when you place your mouse over RSS badge (the little orange XML box) on your weblog page.

You also have category-specific feeds, which are useful for registering with topical aggregators like java.blogs. To get a category-specific feed URL, just append ?catname=/category/path where /category/path is the full path of the category. The "basic" theme has some category RSS feeds just below the RSS badge in the right-hand vertical bar.

Some aggregators can also scrape (read and parse the HTML of your weblog) to discover the feed URL automatically when provided with the HTML URL. The default Roller theme template pages include hints in the form of tags that many sites can use to determine the feed URL automatically.



9 - Roller administration

The section of the Roller user guide is for users with the global admin role. How do you get the admin role? The first user created in a Roller system gets that role and then can grant it to other users via the Global Admin->User Admin page, which just happens to be the first topic we'll cover in the section.

We'll also describe how to configure Roller via the Global Admin->Configuration page and how to configure Roller's custom ping facility via the Global Admin->Ping Targets page.

9.1 - Managing users

The Global Admin->User Admin page, shown below, allows you to find users, edit users and create new users.


Illustration 27: User admin page




To find a user, just enter the user's username in the username in the the Username field and click the edit button. If you don't know the user's username, then start typing what you think might be the first letters of her username or email address and the list-box will be populated with all users whose usernames or email addresses match. When you see the user you want in the list box, click her and then click the Edit button to edit her user information.

You can also create a new user by clicking the create a new user link.



When a user is loaded into the Global Admin->User Admin page, or when you create a new user, you'll see the form shown below. You can set the user's full name, email address, locale and timezone. You can also reset the user's password, if you enter both a password and password confirmation fields.




Illustration 28: User admin form



You can also disable a user, which will prevent the user from logging into Roller.


Or you can check the Administrator checkbox to grant grant the user Global Admin privileges.


At the bottom of the page, there's a Users Weblogs section, which you can use to edit any of the user's weblogs. This feature is here to make it easy for Global Admin's to help users who are having trouble with any of Roller's features, so please use it for that reason only; don't use it to invade your user's privacy.


There's one important limitation: currently there is currently no way to delete a user.

9.2 - Configuring Roller

The Global Admin->Configuration page allows you to set Roller's runtime configuration properties. It is a big page, so we will discuss each section separately below.


Illustration 29: Config page: site settings




  • Site name: name of the site, to be included in site-wide newsfeeds (RSS and Atom) and on the default front page of the Roller.

  • Short name: short name of the site, to be included as the link in the banner that appears at the top of every page in the Roller editor/admin UI.

  • Site description: description of site, to be included in site-wide newsfeeds (RSS and Atom) and on the default front page of the site.

  • Site Administrator's email Address: admin's email address, to be include in side-side newsfeeds (RSS and Atom)

  • Absolute URL to this site: to be used as basis for creating absolute URLs. Required for Roller's Planet aggregator feature.

  • Suspend all ping processing: Allows you to turn off all (outgoing) weblogs pings for all weblogs in the system.

  • Enable debug mode: currently not used.


Illustration 30: Config page: user settings


  • Allow New Users: Set this to enable the register as new user link on the main page. If you turnoff user creation, you'll only be able to create new users via the Global Admin->User Admin page.

  • External registration URL: Controls the URL of Roller's “Register as new users” link. If you use an external system to create Roller users and blogs, set the URL of that system here.

  • Editor pages: this is the list of weblog editors to be provided to users.




Illustration 31: Config: comments




  • Allow weblog comments: By un-setting this you can turn off weblog comments on all weblogs in the system.

  • Allow trackbacks: By un-setting this you can turn off incoming trackbacks on all weblogs in the system.

  • Autoformat comments: If this is on, Roller will auto-format comments by adding in line-breaks where appropriate.

  • Escape comment HTML: By setting this, you can disallow HTML in comments and thereby protect your site from malicious JavaScript and some forms of cross-site scripting.

  • E-mail notification of comments: set this to enable email notification of new comments. This won't work unless you configured Roller properly for sending email as described in the Roller installation guide.

  • Enable verification of trackback links: Trackback verification checks each incoming trackback to verify that the site sending the trackback actually links to the specific weblog entry that is the target of the trackback.

  • Enable referrer linkback extraction: NOT RECOMMENDED. This is an experimental feature and it is not known to be working correctly.




Illustration 32: Config page: file upload settings





  • Enable File Uploads: Are users allowed to upload files?

  • Allowed Extensions: Comma-separated list of file extensions that users are allowed to upload.

  • Forbidden Extensions: Comma-separated list of file extensions that users are NOT allowed to upload.

  • Max File Size (MB): Maximum size of file that users are allowed to upload.

  • Max Directory Size (MB): Total upload directory size per user.


Illustration 33: Config page: newsfeed settings




  • Default number of entries: default number of entries to appear in each newsfeed (RSS and Atom).

  • Maximum number of entries: maximum number of entries to be allowed in each newsfeed (RSS and Atom).

10 - Weblog update ping administration

This section, intended for Roller administrators, describes how Roller weblog update ping feature works and how to configure and administer it.

10.1 - Creating and editing common ping targets

Common ping targets are ping targets that are shared by all users. You can create and edit common ping targets using the Global Admin->Ping Targets page.




Illustration 34: Common weblog ping targets




You can create and edit common ping in the same way that regular users create and edit custom ping targets, but keep in mind that common ping targets are shared amongst all users, and that your changes affect all users using the ping target.

Administrators should make sure to test new common ping targets after creating them.

10.2 - How Roller Processes Weblog Update Pings

Roller processes weblog update pings in the background. When a user updates his or her weblog, Roller automatically queues any required automated pings on a queue. Roller only keeps one ping queue entry for a given user weblog and ping target. Subsequent updates to a weblog occurring before the ping is processed will not cause additional pings to be queued.

Roller makes a full pass through the ping queue at regular intervals. (Configuration of this interval is discussed below) In each pass, Roller will attempt to send every queued ping request once. If any send fails (and provided the failure appears to be a transient one), the ping request will be re-queued, until the ping succeeds or a configured number of attempts has been made. Note that when a ping request fails and is re-queued, it is processed again only on subsequent ping passes. If the number of attempts to reach a given ping target reaches the maximum without succeeding, then an error message is logged and the ping request is dropped.

There is currently no mechanism for alerting users of failing ping targets (though we plan some improvements in subsequent releases to provide condition information on the weblog Preferences->Pings page, as well as a failure policy to deactivate persistently failing ping targets).

10.3 - Configuration Properties Controlling Ping Processing

These properties control processing of the ping queue. They are configured in the roller.properties file.

pings.queueProcessingIntervalMins The interval in minutes between ping queue processing runs. This must be a value in the range 0 to 120. The default value is 5 minutes. We think the default value should work for most sites, and is tolerable for most users. The number of users publishing or updating entries in a given interval determines the length of the queue, and Roller requires enough time in an interval to process the queue once. We think that for all but the largest and most active sites, it can probably be lowered as low as 1 minute if desired. IMPORTANT: The value 0 (zero) has a special meaning. If the processing interval is set to 0, ping queue processing is disabled on the server. This can be used to exclude all but one host from sending pings in a clustered environment where multiple Roller servers are sharing one database schema. Make sure to retain one host in the cluster that does process the ping queue! If multiple hosts in a cluster process the ping queue, you may send duplicate pings and failing ping requests may drop out of the queue sooner than the expected maximum (configured by the next parameter). If no hosts in a cluster process the ping queue, auto ping requests will accumulate in the queue and this will eventually cause the database to run out of space, so don't try to use this as a way to disable ping features. You can use the properties described in the following sections to disable ping features.
pings.maxPingAttempts The maximum number of ping attempts made before the ping request will no longer be requeued and will instead be dropped from the queue. The default value is 3. We think this value is fine for most sites.

10.4 - Suspending all ping processing

Administrators can suspend all ping processing at runtime by checking the Suspend ping processing? checkbox under the Site Settings heading on the Global Admin->Configuration page and saving that form.

When this checkbox is set, all ping processing is suspended. New automatic ping requests are not added to the queue, and existing entries on the queue are not processed. Manual pings are not sent either; they result in a message telling the user that ping processing has been suspended. Suspending ping processing is appropriate to temporarily stop all ping processing if problems are encountered.

Unchecking the checkbox and saving allows normal ping processing to resume. Note, however, that autopings for weblogs that are updated while ping processing is suspended will never be queued and hence never sent, but pings queued before the suspension are sent once the suspension is lifted.

10.5 - Controlling and disabling ping usage

Since use of a ping target causes an outbound network connection to the ping site, some administrators may not want to allow users to create their own custom ping targets. It is possible to enable or disable the use of custom ping targets across the whole site and also to disable all ping usage. The following two properties are used to control this.

pings.disallowCustomTargets. This property controls whether users are allowed to create custom ping targets. If set to true, all existing custom ping targets are removed, and the Weblog:Custom Ping Targets page and the associated actions are disabled preventing any configuration of custom ping targets. Note: Setting this to true this will cause the Roller server to remove any custom ping targets that users have created when Roller is next started.

Administrators may also wish to disable ping functionality entirely. The following property, used in conjunction with the above property, can be used to do this.

pings.disablePingUsage. This property controls whether users are allowed to set up automatic pings or send manual pings. If set to true, all existing autoping configurations are removed (i.e. disabled), the weblog Preferences->Pings page and associated actions are disabled, preventing any use of the ping features by regular users. Note: Setting this to true will cause the Roller server to remove any autopings that users have configured when Roller is next started.

If both of the above properties are set to true, all ping functionality is effectively disabled for regular users. The Global Admin:Ping Targets page is still accessible (to administrators); you can use that page to clear out any common targets if you wish. No user (including administrators) will be able to configure automatic pings or send pings. Ping queue processing continues but the queue will always be empty; you can safely disable ping queue processing (by setting the processing interval to zero) in this situation.

10.6 - Initialization of common ping targets

The initial set of common ping targets is determined by the following configuration property.

pings.initialCommonTargets. This value is used to initialize the set of common ping targets. The value consists of a comma-separated list of ping targets, where each ping target is specified in the form
          {{name}{url}}
This value is used every time Roller starts and finds an empty list of common ping targets. Normally, this is only the first time Roller is started on a fresh or upgraded database; note, however, that if you really want to maintain an empty list of common ping targets, you will need to comment out this value or set it to an empty string.


11 - Planet Roller administration

This page describes the new Planet Roller feature. This feature is disabled by default. You can enable it by overriding the planet.aggregator.enabled (the Installation Guide for details).

This new feature allows a you to add separately hosted blogs to a Planet tab on the Roller front-page. Separately hosted blogs can be running on any type of blog server, as long as it supports RSS 0.93 or later and has item-level publication dates.

11.1 - Setting up the Planet aggregator

Before you can configure and use the Planet aggregator, you must set it up. (this material will be moved into the installation guide in a future release). Here are the three steps:

STEP1: Enable the Planet aggregator

Set planet.aggregator.enabled=true in your Roller properties override file.

Enter a valid cache directory in the planet.aggregator.cache.dir property of your Roller properties override file. Make sure the cache directory exists and is writable by the user who owns the Roller process.

STEP 2: Setup the refresh-entries task

The RefreshEntriesTask is responsible for updating each of the blogs in the Planet aggregator. You should set it up to run every hour. There are two ways to do this. You can add it to the list of hourly tasks run by Roller's built-in scheduler by adding the following to your Roller properties override file:

# Comma separated list of task classnames to be executed hourly

tasks.hourly=org.roller.presentation.planet.RefreshEntriesTask

However, some folks have found that the RefreshEntriesTask can works best when run outside of Roller. If you want to do that instead, you can use cron on UNIX or Windows Task scheduler to run the task. For UNIX users, use the rollertask.sh script which can be found in the Roller install directory under docs/examples. You'll have to modify it to set your paths and your JDBC driver jar.

STEP 3: Setup the sync-websites task

The SyncWebsitesTask ensures that every blog in the Roller system is included in the Planet aggregator. It is intended to run every night. Every time that it runs, it adds all new blogs and removes all blogs that no longer exist. If you have a valid technorati.license file your classpath, it will also rank the blogs in the system using the Techorati system. To setup sync-websites, add the following to your Roller propeties override file.

# Daily Planet task: syncs weblog list with Roller, refreshes Technorati stats

tasks.daily=org.roller.presentation.planet.SyncWebsitesTask

As with the refresh-entries tasks, some have found that sync-websites runs best outside of Roller. You can run it from cron or Windows Task Scheduler too. And again, UNIX users can use rollertask.sh to do this.

How do you get a Technorati license in your classpath? You can get an API key from the Technorati Developer Center. Place the API key in a file (which no whitespace) named technorati.license and place that license in the WEB-INF/classes directory of your Roller install.

11.2 - Configuring Planet Roller

If you've got Planet enabled, when you login as a global admin you'll see a Planet Administration link on the Roller Main Menu page. Click that link to view the Planet Admin->Configuraiton page, shown below.


Illustration 35: Planet config page




To configure Planet Roller, you must:

  • Ensure that your site has an absolute URL in the Global Admin->Configuration page in the Site Settings section.

  • If you are behind a proxy, you must enter proxy settings in the Planet Admin->Configuration page.

The Planet Control buttons


The buttons at the bottom of the Planet Admin->Configuration page can be used to kick off the Planet Roller background tasks. Normally, these tasks will run on a schedule and you will not have to touch these buttons. If you are doing testing, you might need to use them to diagnose problems -- so we've left them in the interface.

  • Refresh Entries: this button will launch the Refresh Entries task which updates every newsfeed in the system. Normally this runs every hour. It can take several minutes to complete and the only way to know that it is done is to watch the log files (and have INFO level debugging turned on for the RefreshEntriesTask class).

  • Synchronize Websites: this button will launch the Synchronize Websites tasks which ensures that every Roller website (i.e. blog) in the system is represented by a subscription in Planet Roller. If any websites have been deleted from the system, the the task will delete the corresponding subscription.

11.3 - Adding external subscriptions to Planet Roller

By default, Planet will include all of the blogs in the Roller site. But the purpose of Planet is to allow externally hosted blogs to be included on the front page.

Adding and removing external blogs


To add an externally hosted blog to the Planet, use the Planet Admin->Subscriptions page. To add a blog, enter it's title, newsfeed URL and website URL. Normally, you must enter all three field, but if you have a Technorati license in your classpath you might be able to enter only the website URL and let Roller figure out the rest (by using Technorati).

You can select an existing subscription and edit it or delete it. The change will not be evident on the front page until the next scheduled Refresh Entries task runs.

Note that Planet Roller only supports Atom and RSS newsfeeds that include entry level date information. If you enter a subscription that does not include dates, Planet Roller will accept it, but you may not see entries from the feed because Roller will assume that it's entries are one day old.


Illustration 36: Planet subscriptions page






11.4 - The Planet Roller main page

The Planet Roller main page is shown below.


Illustration 37: Planet front page




The planet newsfeeds


Planet provides a newsfeed that included posts from all blogs in the aggregator. You can get this feed at the path /planetrss, so for example, for a default Roller install the newsfeed URL would be:


http://localhost:8080/roller/planetrss



Technorati Rankings

Because we cannot get hit counts for the external blogs in the system, Planet Roller displays Technorati Rankings for all blogs in the system instead. This only works right if you have a valid Technorati license in your classpath.



11.5 - Adding custom groups to Planet

You can also add custom aggregation groups to planet. Just use the Planet AdminCustom Groups page, shown below.




Illustration 38: Planet custom groups page



In the custom groups page shown above, you can see four custom groups. Each of these groups has a set of subscriptions. Currently, these custom groups are NOT displayed on the Planet page. Someday we'd like to enable that, but for now they only way to display those groups on the Planet page is to customize the Java ServerPages (JSP) code that defines that page.

Custom groups aren't displayed on the Planet page, but they are available in newsfeed form. So if you define groups named “mygroup1” and “mygroup2” you'll find that you have two new newsfeeds. For example:

http://localhost:8080/roller/planetrss?group=mygroup1

http://localhost:8080/roller/planetrss?group=mygroup2


And that brings us to the end of the Planet section and the end of the Roller user guide.