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Answer (credit due to Susan Bramhall for initially posting reponse on JASIG-PORTAL):

The easiest way to create a template is to use ant md5passwd to create the account then login and use the GUI to set up the layout you want.

To map a user to use the template use the PersonDirs.xml to map the some appropriate attribute to uPortalTemplateUserName. The login process for the user will select the layout that matches the value of the uPortalTemplateUserName person attribute.

For example:

...

       <uidquery>select first_name||' '||Last_name first_last,
       decode(role,'UNDERGRADUATE','student',
                   'GRAD_STUDENT','student',
                   'MP', 'staff',
                   'CT', 'staff',
                   'CAS', 'staff',
                   'SM', 'staff',
                   'FAC_LADDER','faculty',
                   'FAC_NON-LADDER','faculty',
                   'VF','faculty',
                   'FEL','faculty',
                   'PDA','faculty',
                   'PDF','faculty',
                   'proto-user') template,
       from portal_person_directory where netid=?</uidquery>
with attribute template mapped like this:
           <attribute>
               <name>template</name>
               <alias>uPortalTemplateUserName</alias>
           </attribute>

This would cause the value of "role" from the sql query to govern the choice of template. This is a snippet from our actual configuration.

Behind the scenes

The IUserIdentityStore interface is the mechanism for retrieving the unique identifier for the current user in the portal. There is one implementation of this interfact: RDBMUserIdentityStore. Two properties as well as the value of person attributes for the user affect how this class makes the choice of template.

1. When the property

   Code Block
   org.jasig.portal.services.Authentication.autoCreateUsers=true

   RDBMUserIdentityStore will automatically create all necessary data for a new portal user based on a template user. If set to false users data will not be automatically created. So far there is no other mechanism for creating user data so this property is always set to true.

1. The template user is specified either by the property defaultTemplateUserName by mapping a directory attribute to uPortalTemplateUserName. When a user logs in for the first time, RDBMUserIdentityStore first looks for a person attribute named uPortalTemplateUserName. The value of that attribute is expected to be the username of an existing user. The existing user is then the template for the new user. If no attribute is of that name is mapped the template user name comes from the property org.jasig.portal.services.Authentication.defaultTemplateUserName. In the distribution this is set to the user demo:

   Code Block
   org.jasig.portal.services.Authentication.defaultTemplateUserName=demo

   This means that if you make no changes and map no attribute to uPortalTemplateUserName then all new users will be cloned from the user demo.

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