Measure Twice, Cut Once

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This presentation was given at Amplify Miami 2014 by Abigail Barlow, IT Analyst and Manager at SRA International, and Sebastian Napoli, Co-Founder and Director of Technology Solutions at NRG Edge.

The Impact Detailed Planning and Execution May Have on Your CMS Project

This session will look at what it means to implement Magnolia CMS as an intranet portal solution from product evaluation to deployment, and all that lies in between. Starting with our unique business and system use cases, learn why we picked Magnolia, how we designed our multi-site solution for scale and flexibility while still taking advantage of supported out of the box functionality. We will show how we deconstructed the STK to develop smart requirements, and how that impacted our time to develop, test, and deploy.

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Measure Twice, Cut Once

  1. 1. DD.MM.YYYY at Venue/CustomerFirst Last, Role Measure Twice, Cut Once The Impact Detailed Planning and Execution May Have on Your CMS Project 1 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. SRA and NRG Edge Date: 2.19.2014
  2. 2. §  Abigail Barlow – SRA International §  Senior Analyst §  SRA Magnolia project lead §  Gail_Barlow@sra.com §  Lucero Carmona – NRG Edge §  Web Developer 2 Introductions Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  3. 3. §  Asking a Question… §  Project overview and planning strategies §  Creating an Answer… §  Development strategies: STK custom extensions, themes, CSS §  Custom development highlights §  Best practices: Positioning the app for upgrade to 5.0 §  Site Demo 3 Agenda Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  4. 4. §  Make a plan! §  Don’t reinvent the wheel §  Speak “Magnolia” in your requirements and specs §  Prioritize elements from requirements §  Extend as much as possible 4 Things to Take Away Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  5. 5. 5 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. Project Overview and Planning
  6. 6. §  Who are we? §  Cyber Security – TSA SOC §  What did we need? §  Presentation layer §  Multiple portals for multiple customers managed from one platform §  Why Magnolia? 6 Use Case Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  7. 7. §  Goal: Replace and improve current portal solution §  Business Requirements §  Retrofit existing requirements and design enhancements §  Caveat: No “customization” §  Caveat: Accommodate rapid change (both content and context) §  Development: partnership with NRG §  Deployment: this project is ongoing as we roll out in multiple releases 7 Project Definition Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  8. 8. §  Site Design §  Information Architecture (IA) §  Wireframes §  User Experience (UX) 8 Site Planning and Site Design Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  9. 9. §  Page Layout §  Main Template §  Page Design §  Areas 9 Page Layout and Page Design Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  10. 10. 10 PSDs and Prototypes Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Breaking down the STK §  Create an STK Catalog §  Reverse Engineer §  Reconstructing the STK §  Create Photoshop documents (PSD’s) and prototypes §  Isolate any custom functionality
  11. 11. 11 Requirements Development and Specs Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  PSD to Requirements §  Speak “Magnolia” §  Specs to development - NRG
  12. 12. 12 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. Development
  13. 13. 13 Requirements Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Using existing STK CSS to accommodate and focus on: §  Browser Requirements §  Multisite §  Responsive Design
  14. 14. 14 Division of Stylesheets Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Based on pop theme §  Split main CSS into two concepts: §  Unique color/images §  Non-changing elements §  Nine CSS Files
  15. 15. 15 Themes Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Creation of four themes §  One default theme §  Three subsite themes §  Extends default theme §  Declares unique styles
  16. 16. Templates §  Total of 13 templates §  Pages and components extended existing elements §  Encouraged quick development §  Good base for future upgrades 18 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.
  17. 17. 17 Public Login Page Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Customized login component from stkPublicUserRegistration §  Extended stkPURLoginForm component definition §  Disable Page Navigation §  Limit component availability to customized login form component §  Extended RedirectClientCallback to direct user to correct login or forbidden page
  18. 18. 18 Forbidden Page Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Extension of stkPublicUserRegistration §  Disabled Page Navigation §  Limit component availability to Text and Image
  19. 19. 19 Document Search Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Extension of the SearchResultsModel §  Allow for return search form entries §  Criteria §  Published on Date §  Range of Dates §  File Name §  Keyword or Phrase §  Specific Folder in DMS
  20. 20. 20 Structure of Website Tree Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Root Nodes for each site §  Content §  Login §  Forbidden Page §  Security Purposes §  Structure reflected in site definitions
  21. 21. 21 Structure of Documents Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  One folder for each multisite §  Security Purposes §  Subfolder split into graphics and a deliverable library of searchable reports
  22. 22. 22 User Permissions Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Limiting access to particular site/dms §  Creation of roles §  Setting up of users §  Process of Public Login §  Redirects from Forbidden pages
  23. 23. 23 Best Practices Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. §  Positioning for upgrading to Magnolia 5 §  Extension of base STK §  Customized small amounts of templates §  Heavily relied on themes for each subsite
  24. 24. 24 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. Site Demo
  25. 25. 25 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. Questions?
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