Amplexor Customer Experience Management seminar Technical overview Euroclear case

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Amplexor Customer Experience Management seminar Technical overview Euroclear case by Ruben Thys

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Amplexor Customer Experience Management seminar Technical overview Euroclear case

  1. 1. The Euroclear project : A technical overview Ruben Thys
  2. 2. Ruben Thys WCM Consultant ruben.thys@amplexor.com
  3. 3. Before 2013 Euroclear website platform CMS - Management web content (text) Newsletter Management Integration with internal services User Management (CMS) Web Portal - Presentation of webpages User management (Website) Management of webcontent (banners) Workflow Integration with internal services Integration with external services (e.g. CRM)
  4. 4. After 2013 Euroclear website platform 1 SOLUTION – FOCUS ON CORE FUNCTIONALITIES - ALL web content managment - Composition of content, pages - Digital Asset Management - Workflow - User Management Adobe AEM - Integration with internal services (e.g. Mainframe DB) - Integration with external services (e.g. CRM, Email Marketing tool)
  5. 5. Before & after 5 New ways of working
  6. 6. 1 complexity different user-interfaces Web Portal CMS User Documentation
  7. 7. CMS Content
  8. 8. Web Portal publish render
  9. 9. Content Management in AEM Creating a ‘our history’ page within the ‘About’ section of the Euroclear marketing website
  10. 10. Lesson learned Define clear responsibilities of each component in your platform content management document management search user management CRM AVOID using overlapping functionalities from different systems
  11. 11. 2 Deploying new functionality Deployment risks ~ Risk of breaking things
  12. 12. Developing new functionality using AEM DEV1 DEV2 DEV3 DEV4 Version control (SVN) Build server DEV Continous Integration
  13. 13. Keeping environments in sync production production 2 development test content content content content code code code code config config config config
  14. 14. Package manager
  15. 15. What is a ‘package’ ? New-Euroclear-release-v1-2-3.zip
  16. 16. Package manager
  17. 17. Deploying a new release using AEM
  18. 18. OSGi : deploying on the fly
  19. 19. Lesson learned When you develop a new system, think about how you will roll-out new features (and keep environments in sync). Once your project is up-and-running, DEV & TEST environments are equally important
  20. 20. 3 Integrating services > 150.000 documents > 60.000 users Mainframe databases Email Marketing application CRM application …
  21. 21. Integrating documents Business critical information
  22. 22. Documents coming from existing applications
  23. 23. Metadata of documents should be automatically extracted
  24. 24. Metadata extraction of some documents need manual intervention
  25. 25. Integration of documents using AEM Extensible & open Workflow engine Automatic metadata extraction Digital Asset Manager
  26. 26. Lesson learned The Adobe AEM build-in workflow is no fullblown workflow product. Use it carefully and only for content that is related to your website. Adobe AEM is no workflow software
  27. 27. 4 Non functional requirements
  28. 28. Security
  29. 29. How did we do it ? It’s no secret
  30. 30. Lesson learned Rely on out-of-the-box security Check product documentation !
  31. 31. Reliability
  32. 32. Weekly reports (last week)
  33. 33. Clustered setup Publish 1 Author Publish 2
  34. 34. Clustered setup Publish 1 Author Publish 2
  35. 35. Clustered setup Publish 1 Author Publish 2
  36. 36. Clustered setup Publish 1 Author Publish 2 Author failover Publish failover
  37. 37. Lesson learned If you réally require 99.9%, be serious about it. Setup a clustered environment Select a product that enables clustering out-of-the-box
  38. 38. 5 (user) data management
  39. 39. Registration / Login
  40. 40. Subscriptions / Saved Searches
  41. 41. Subscriptions / Saved Searches
  42. 42. User data User information (e.g. address) Saved searches Bookmarks Subscriptions User preferences Security roles & rights
  43. 43. Publish 1 Author 1 Publish 2
  44. 44. ?? ? Publish 1 Author 1 Publish 2
  45. 45. For each piece of data determine which environment ‘owns’ the most up-to-date version!
  46. 46. Lesson learned Determine which environment is MASTER of which piece of data Extra caution when workin in a clustered environmen
  47. 47. 1 2 3 4 5 Platform complexity Deploying new functionality Integrating services Non functional requirements Data management
  48. 48. Ruben Thys WCM Consultant ruben.thys@amplexor.com

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