Plone at Harvard SEAS
Michael Trachtman, Project Manager, Jazkarta
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

Plone at Harvard SEAS
• Overview
• Requirements and Solutions
• Implementation
• Status and Takeaways
• Q&A

Overview
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

About Jazkarta
• Open source technology consultancy
• Working with nonprofits and .EDUs
• Oxfam
• CMRLS
• Harvard
• We like chowda

About Harvard SEAS
• SEAS - School of Engineering and Applied
Sciences
• Part of FAS
• Founded 1847/1950
• 350 graduate students, 300 undergrads,
~70 faculty

the seas community
ADMINISTRATION
FINANCE
ACADEMIC OFFICE
FACILITIES
COMPUTING & IT
HR
COMMUNICATIONS

seas user community
FACULTY &
STUDENTS RESEARCHERS
HARVARD COMMUNITY
SEAS COMMUNITY

Current Setup
• www.seas.harvard.edu
• HTML hand-edited, backed by dynamic
scripting
• Site stats, October 2007:
• www: 530,000 page serves per day (5-10
rps)
• subsites: 99,000 page serves per day
(2-5 rps)

Business Objectives
• Develop with flexible CMS that is easy to
use for non-technical community
• Provide integrated directory
• Offer robust site and directory search
tool
• Use familiar open source tools

Team Roles
• SEAS • Jazkarta
• Dean’s Office, • Project
Communications Management
and IT
• Information
• Sponsor and Design
Stakeholder
• Visual Design
• Resource
• Software
Procurement Architecture
and Development

Process
• Agile management and development principles
(iterative, transparent, adaptive)
• Weekly status and bi-weekly on-sites
• ClueMapper (“Super Trac”) for planning/
documentation/ticketing
• Google Docs for shared resources
• Functional test plans
• LDAP schema references

Cluemapper
• “Super-TRAC”
• Multi-project, single instance, TTW project
onboarding
• Shared authentication system for Trac and
Subversion
• Integrated time-tracking, pastebin
• WYSIWYG wiki editing
• http://www.cluemapper.org

Timeline
January 2008 - Kickoff
April 2008 - Designs Completed
November 2008 - BETA
January 2009 - Intranet Launched
April 2009 - First Subsites Launched
July 2009 - Public Site Launch

Requirements and
Solutions
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

help!
HOW DO I OBTAIN A
DIgITAL COPy OF
THE SEAS LOgO/
SEAL?
How do I
plan an event
at SEAS?
How do I get a website what research is
for myself or my lab? happening in the
applied physics
department?

Choosing a Platform
• University supportive of open source
• Familiar to IT office - Drupal and Plone
• Required easy content editing, workflow,
access control, news and event
management
• Integration capabilities with LDAP-based
directory (authentication and non-
biographical information)

Choosing Plone
public site
intranet
subsites

Intranet
• Repository for shared information
• Targeted at internal users
• Directory and site search
• Internal news, events and important
announcements
• Public and protected information
• Department landing pages - who does what?
• FAQs, How-tos, policies and procedures

i te
S
b lic
P u

Public Site
• Site redesign with a focus on research
• Organized resources by research area
• User-targeted content (prospective
students, alumni, partners)
• Highlight activity via news and events
• Directory and site search

it es
b s
su

Subsites
• Relieve load for communications and IT
• Provide microsites for faculty, research groups
and special events like conferences
• Accessible for the technically challenged; easy =
fresh
• Separate visual theme with some customizability
with adherence to university standards
• Distinct access control specifications
• Shared infrastructure and online procurement

Implementation
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

Implementation
• Story development • Development and
Deployment
• Information and
Visual Design • Content Migration
• Software • Testing and
Architecture Acceptance

Story development
• Defined stories, ran a card sort
• Grouped stories into high-level groups
for classification and prioritization
• Developed iteration plans based on task
estimation

Information and Visual Design
• Focus on Research - strip out the
marketing speak
• Reinforce Harvard brand
• Information architecture pre-established
• Delivered wireframes and comps
• Iterative

design process
Harvard Schol of Engineering- Website
WIREFRAME PAGE DESCRIPTION
- Sample wireframe for layout of Second Level Nav (2nd Level) webage; NOT User-centered nav.
Search:
Logomark/Branding - All Level 1, 2 navigation visible globally
Option 1 Option 2 Option 3
- Search is Global feature/location
PRIMARY NAV PRIMARY NAV PRIMARY NAV PRIMARY NAV PRIMARY NAV
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Secondary Nav Secondary Nav Secondary Nav Secondary Nav Secondary Nav
Bread > Crumb > Trail.... PAGE SPECIFICATIONS
- Layout is centered in browser window
What type of User are You?
FUNCTIONALITY NOTE: - ‘Flexible Column’ in right-column is placed until SEAS staff decides ‘rules’ for this column for each
- fixed image, no rotate
section/specific pages
Tertiarty Nav CORPORATE/PARTNER IMAGE - image/link CMS
- page maintain a global Footer
Tertiarty Nav - Below nav, above H1 Header; photo placed to emphasize content below. unique photo/Level2 section
- User-Nav moves toleft-hand side to establish majority location; is not fully revealed, but AJAX functionality
Tertiarty Nav
HELPFUL LINKS upon click would reavel all options.
Tertiarty Nav H1 Partner > Learn It Headline Here
-
Tertiarty Nav Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Sed pharetra nunc id urna.
Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis > Learn It Headline Here
Tertiarty Nav
egestas. Suspendisse dignissim tempus augue. Duis ipsum lectus, ultrices vitae,
Tertiarty Nav > Learn It Headline Here
lacinia a, pretium eget.
FEATURED PARTNER > Learn It Headline Here
H2 Headline Here
Uisque aliquam magna in justo. Nunc lacinia dignissim arcu. Proin sit amet dolor non
leo pharetra semper. Proin convallis odio bibendum nulla. In sapien velit, nonummy
quis, vestibulum eu, dictum non, pede. Mauris sapien tellus, tincidunt ac, sodales sed,
PHOTO
posuere sit amet, velit. Integer dignissim, leo at adipiscing rhoncus, mi sem suscipit
lectus, vitae hendrerit urna pede accumsan arcu. Aliquam erat volutpat. Proin congue
vulputate eros.
Ut id magna. Aenean metus ligula, facilisis nec, vehicula at, rutrum eget, risus. Morbi
tristique urna eget tortor adipiscing auctor. Morbi varius. Cras faucibus. Quisque
Lorem ipsum dolor sit amet, tempus auctor libero. Cras scelerisque metus at est elementum feugiat. Nunc conse-
consectetuer adipiscing elit. In ac quat neque eget neque. Donec mattis massa ac libero. Etiam pellentesque. Proin
nulla in odio sollicitudin congue.
Praesent in lacus. Mauris sit amet lacus. Etiam euismod sodales tellus. Fusce volutpat feugiat tellus. Fusce id purus
lorem ac purus suscipit blandit. In quis justo lobortis pulvinar. Praesent placerat mattis tortor. Pellentesque tincidunt
gravida orci id metus. Nunc
tincidunt massa a odio.
turpis et dolor elementum cursus. Morbi fermentum scelerisque ipsum. NOTES
THE CONTENT ON THIS PAGE REFLECTS THE NOT-SIGNED-IN STATE.
Quisque eget augue. Vestibulum
tincidunt ante sed enim. Nulla
augue.
FOOTER
Meta Nav | Meta Nav | Meta Nav | Meta Nav | Meta Nav | Meta Nav | Office Name email@seas.com
123 Street Ad 1 in. = 100 pixels This wireframe is not meant to convey any design concepts, but is instead solely
Meta Nav | Meta Nav meant to convey, in a visual manner, the functional elements which must exist on
City, ST any given page. Placement of elements along with page copy and nomenclature
Outer frame is 1076 pixels will be determined upon final definition of the elements required on this page.
ZIPXXX wide.
© 2008 Jazkarta, Inc. Filename: SEAS_wireframes_xxx.pdf 5 April 2008
Harvard Schol of Engineering- Website
WIREFRAME PAGE DESCRIPTION
- Sample wireframe for layout of User-centered nav
Search:
Logomark/Branding - Search is Global feature/location
Option 1 Option 2 Option 3
PRIMARY NAV PRIMARY NAV PRIMARY NAV PRIMARY NAV PRIMARY NAV
Bread > Crumb > Trail....
What type of User are You?
Tertiarty Nav
Tertiarty Nav USERTYPE 1-6 PAGE SPECIFICATIONS
Tertiarty Nav - Layout is centered in browser window
Tertiarty Nav < > - ‘Flexible Column’ in right-column is placed until SEAS staff decides ‘rules’ for this column for each
section/specific pages
Tertiarty Nav
- page maintain a global Footer
FUNCTIONALITY NOTE: - User-Nav moves toleft-hand side to establish majority location;on Primary Nav page(s) *all options visible*
Tertiarty Nav - text description of user
- jQuery used - Photo slideshow in right-hand column; contents are specific to content at-hand in this Primary Nav section.
Tertiarty Nav - nav on left highlights accordingly
Whether this is controlled from a ‘global’ photo library and tagged, or individual galleries is TBD.
FEATURED STUDENT
HELPFUL LINKS
H1 UserType One-to-Six
> Learn It Headline Here
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Sed pharetra nunc id urna.
Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis > Learn It Headline Here
PHOTO egestas. Suspendisse dignissim tempus augue. Duis ipsum lectus, ultrices vitae,
lacinia a, pretium eget. > Learn It Headline Here
> Learn It Headline Here
H2 Headline Here
Uisque aliquam magna in justo. Nunc lacinia dignissim arcu. Proin sit amet dolor non
leo pharetra semper. Proin convallis odio bibendum nulla. In sapien velit, nonummy
Lorem ipsum dolor sit amet,
consectetuer adipiscing elit. In ac quis, vestibulum eu, dictum non, pede. Mauris sapien tellus, tincidunt ac, sodales sed,
nulla in odio sollicitudin congue. posuere sit amet, velit. Integer dignissim, leo at adipiscing rhoncus, mi sem suscipit
Praesent in lacus. Mauris sit amet
lorem ac purus suscipit blandit. In lectus, vitae hendrerit urna pede accumsan arcu. Aliquam erat volutpat. Proin congue
gravida orci id metus. Nunc vulputate eros.
tincidunt massa a odio.
Quisque eget augue. Vestibulum >Undergraduates APPLY | >Graduates APPLY
tincidunt ante sed enim. Nulla
augue.
NOTES
FOOTER THE CONTENT ON THIS PAGE REFLECTS THE NOT-SIGNED-IN STATE.
email@seas.com
Meta Nav | Meta Nav | Meta Nav | Meta Nav | Meta Nav | Meta Nav | Office Name
123 Street Ad
Meta Nav | Meta Nav
City, ST
ZIPXXX
1 in. = 100 pixels This wireframe is not meant to convey any design concepts, but is instead solely
meant to convey, in a visual manner, the functional elements which must exist on
any given page. Placement of elements along with page copy and nomenclature
Outer frame is 1076 pixels will be determined upon final definition of the elements required on this page.
wide.
© 2008 Jazkarta, Inc. Filename: SEAS_wireframes_xxx.pdf 5 April 2008

software architecture
CLIENT browser
FRONT END
presentation
caching
web server
web server
Deliverance
theming
load balancing
pound
app server
app server
app server
app server
BACK END
directory
application directory
server
database
database
server
database
server

Server Architecture
• VMWare virtual environment
• Web servers load balanced with hardware
• Varnish for caching Plone content
• Software load balancers for ZEO clients
• Heartbeat for failover
• Supervisor for process control

Development and Deployment
• Deployment configurations via Buildout
• Separation of theming from application
programming using Deliverance
• Repeatable deployment across server
infrastructure via Fabric
• Repeatable load testing setup (jMeter)

Key Plone Customizations
• FacultyStaffDirectory • Collage
• schema extension • Custom viewlets
• Optimized views • DeliveranceController
• synchronization • Workarounds for
with LDAP Deliverance
+Subsites
• Plone4ArtistsCalendar
• Calendar views

Subsite Machinery
seas.siterequest
• Request form and workflow
• Content Templates
JazMiniSite
• Site-within-a-Plone-site
• Navigation Root

Content Migration
• Handled exclusively by the SEAS team
• New designs and different approach to
targeting users required new content
• Plone training - general user training +
train the trainer

Transition
• Executed functional test plans
• Moved ClueMapper and source code
repositories to SEAS
• Acceptance/sign-off

Project Status and
Takeaways
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

Current Status
Launches Upcoming
Enhancements
• Intranet - January
2009 • News management
tools
• Subsites - April
2009 • Alternate subsite
themes
• Public Site - July
2009 • Improved multimedia
integration
• Bulk file upload

Areas of Improvement
• User experience • Subsites
• Content editing • JazMiniSite -
improvements - consider migration
customization of opportunity to
editor collective-based
solution
• File upload -
consider SWF- • Deliverance -
based multi-file upgrade
upload solution

Questions?
PLONE
SYMPOSIUM EAST
PENN STATE
open source technology solutions
2009

Resources
•ClueMapper - http://
www.cluemapper.org
•Plone4ArtistsCalendar - http://plone.org/
products/plone4artistscalendar
•Collage - http://plone.org/products/
collage
•FacultyStaffDirectory - http://plone.org/
products/faculty-staff-directory
•Fabric - http://docs.fabfile.org

Thanks!
•Harvard SEAS
•PSU/WebLion