Content Management System Discovery Project Report


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Content Management System Discovery Project Report

  1. 1. Content Management System Discovery Project Report September 30, 2004
  2. 2. Table of Contents Executive Summary…………………………………………….………………………..3 Introduction………………………………………….………..………………………….4 CMS definition Project Charter Team Assumptions………..………………….………………………………………….……...5 The CMS "Space"………….…………………...………………..………………………6 The Process...…………………………………………………………………….……….8 Gathering data from the community The Survey The Focus Groups Conclusions based on community input Product Review Functional Requirements Technical Requirements Products Eliminated from Consideration Products which merited further investigation In-depth Testing OpenACS – the First Runner Up Lenya Atomz Macromedia Contribute The CMS Discovery Team Recommendation………………………………………...24 Large site recommendation For any size site -- An alternative business model to #1 Small site recommendation The Task to IS&T………………………...…………………………………………….28 Appendices….……...…………………………...……………………………………….30 Project Charter The Survey Product Matrix SiteMaker Evaluation and SiteMaker Issues List Plone Evaluation NCSU Lenya Questions and Answers CMS Consultation Guidelines -2-
  3. 3. I. Executive Summary Based on community and product research, the team has three primary CMS recommendations that will serve the widest range of possible customers. Recommendation #1: For large sites, particularly those that want a CMS that can repurpose content, the team recommends the further development of the open source product, Lenya. Apache Lenya, based on the Apache Cocoon content management framework, is an open source, full featured content management system that is currently under active development. Lenya is programmed in cross-platform Java and its content is stored in an XML repository. The team believes that xml is a forward-looking technology, whose predicted long life and flexibility will justify the long-term commitment of resources to development and support. Adopting Lenya would require significant development and ongoing customer support on the part of IS&T. Nevertheless, given the scale and call for CMS services within the MIT community, it is appropriate for IS&T to develop in-house CMS expertise to serve those needs. Recommendation #2: For those sites who want the flexibility of xml and an easy interface, but choose not to wait for development of Lenya, the team recommends Atomz Publish. Atomz Publish is a mature, commercial content management system based on a hosted Application Service Provider business model. Development and asset content is stored in a XML repository on Atomz servers. Published content resides on the site owner’s web server or Athena locker. This model is appropriate for those DLC’s able to support the ongoing subscription costs of the ASP business model. Contracts with Atomz should be negotiated and managed through a centralized IS&T service, so that the MIT community as a whole spends its Atomz dollars efficiently, getting more service through coordinated volume. IS&T should first determine whether Atomz can scale to the potential volume that the MIT community could bring to it. Recommendation #3: For DLC's who do not support their own web site infrastructure and do not require an enterprise level CMS system, we recommend Macromedia Contribute as a workgroup level content authoring tool. Contribute's interface and tools will be familiar to current Macromedia Dreamweaver users, but offer a considerably less complicated user interface. Additionally, expanding afs services and tools will alleviate some of the burden on administrators of Athena-hosted static sites and offer more interactive functionality. Therefore, the recommendations for small sites are as follows: 1. Volume License of Contribute, pending go-ahead from SWRT process 2. Develop additional Athena services, and promote them aggressively to the community. 3. Training: Athena Web-Site Hosting Information Technology certificate program. See Small site recommendation for details of recommended Athena services and training. See The Task to IS&T for specifics on IS&T’s role in delivering these recommendations. -3-
  4. 4. II. Introduction 1. CMS definition The team agreed upon this definition for a content management system, based on the projected needs of the MIT community: A content management system is a process and/or software application that allows groups to effectively plan, create, manage, store and distribute content. Content can be anything from: published documents (web or print), images, archived communications, presentations, or streaming media. For a CMS to be an effective system it needs to have the following traits: Provide a method of content creation and editing that a non-technical user is comfortable with using; this is usually done with templates. Provide a system for describing the content (metadata) so that it may later be searched upon using a search engine. Provide a workflow mechanism for resource assignment, review, and tracking throughout the content's development cycle. Provide a method of tracking and storing various versions of content to provide the ability to revert to a previous version of a content item or to review the changes that occurred. Provide for the redistribution of content in various forms, whether that is via the web, print, disk, or other media. 2. Project Charter See Appendix A. 3. Team Project sponsor: • Susan Minai-Azary, Director, IT Architecture and Infrastructure Project manager: • Rich Garcia, Discovery Process Project Manager Team members: • Cecilia Marra, Office of Academic Services (team leader) • Mark Begley, Department of Economics • Sean Brown, Web Communications Services • Tim Boyden, Facilities • Roberta Crumrine, Student Services Information Technology (expert resource) • Tim Griffin, Information Services and Technology • Carl Jones, Libraries • Larry Stone, Information Services and Technology • Johanna Purcell, Technology Review (expert resource) -4-
  5. 5. III. Assumptions In reviewing products that might suit the varied needs of the many community customers, the team made several baseline, universal assumptions: 1. Conforming to a certain level of accessibility standards is a requirement. This may mean, however, that site templates can be managed to contain and retain accessible features such as image tagging, skip links, etc. Difficulties arise when new elements are introduced within content being authored by end-users. In such cases, the burden of properly tagging elements for accessibility falls either on the author or site manager as a manual process. This is clumsy, but appears unavoidable. 2. Whatever the team recommends must be better than the existing tools and services. We will be asking customers to learn new skills and devote both human and financial resources toward working with a new product. The end results have to justify the cost and effort to the customer. 3. Whatever the proposed recommendations, there will be a significant investment of IS&T resources, both human and financial. This investment may involve the development of new technical expertise among in-house staff or the outlay of financial resources to external developers and vendors. It will certainly involve in-house training and documentation resources. The team endeavors to make responsible recommendations that promise the most value to the customer in return for the commitment of IS&T and community resources. -5-
  6. 6. IV. The CMS "Space" 1. In the Academic Community in General In addition to homegrown CMS solutions and integrated LMS/CMS/portal solutions, many CMS products are in use throughout the higher education sector. Still, no clear CMS market leaders have yet emerged. Based on information gathered over the last two years from the archives of the well-subscribed University Web Developers listserv and the Educause Web User Group archives, the following chart indicates a selection of what product is in use at which schools: Product School Customer Comments Team Comments University of UAB: since 1996 with wonderful results. Most of our Alabama at campus, approximately 36,000 pages and over 700 Birmingham, authors, uses this software. We do have some Estrada Virginia departments that prefer to use their own methods and no Military campus mandate prevents this. VMI: We have been very Institute pleased with this commercial product. We started phasing out Frontier and Manilla in late 2002, when we conducted a discovery project on content management. ( We made the decision to move forward with OmniUpdate for our clients. ( OmniUpdate Dartmouth We now have fifty sub-sites under the management of our four-person department, and nearly 100 content developers. ( Right now, all the sites are supporting a standard template from the Office of Public Affairs. When we next move forward, into 100% CSS design, each site will be able to have a distinct look. Southern Atomz We'll be rolling it out over the summer (2002). I think The Atomz logo is used as Oregon Publish we've found an excellent product at a good price. a link to enter the authoring University environment. Ohio OU: It is a VERY robust system that runs on a cold CommonSpot University, fusion platform. Kent: This application has been a Kent State tremendously successful program for us. The University of It works pretty well and could work MUCH better if I Midgard the South had the time to write more custom code. Sewanee Canisius CC: It is pretty robust -- ask them about version 1.9 -- College, and the interface is simple enough for those without any LiquidMatrix Wilkes HTML knowledge. It will cost you a few $$ but is University worth it. Wilkes: The CMS has its quirks… -6-
  7. 7. Cost: $50-100K. Low level template development is handled by 2 FTE (technical) Template implementation is done by the hosted site's campus web coordinator University of Roxen CMS (semi-technical.) Most everyone else is a content Alaska provider (no technical knowledge necessary, including HTML.) Upcoming portal project will require an additional 3+ technical FTE's in this area. Univ a lot of pre built functionality, a robust user Typo3 Missouri- management, active real world user groups Rolla used consultants to help us get it up (in a record 3 months from start to finish) and are now in the process of learning the language. We have about 25 staff doing University of updates to the site and the CMS has made life much Zope/Plone Calgary simpler for all of us. Previously, our site was maintained with Dreamweaver library items and templates - much greater learning curve for the users who are generally area secretaries with no Web background. Rice: We've rolled this out to about 65 campus departments, research centers, and other misc Ektron Rice, Other schools just use the organizations. It has been a very robust system for us, eMpower Emerson Ektron editor. but it is completely lacking in cross platform compatibility. 2. At MIT in particular Here at MIT, in the absence of an enterprise-wide CMS product, various DLC's have licensed or developed their own solutions. DLC Product OpenCourseWare MS CMS Technology Review Was RedDot; now migrating to Atomz MIT Home page Template Toolkit Sloanspace built on OpenACS Curriculum Information System and other built on Oracle with SQR SSIT systems Economics customized Zope solution MIT News Office custom Filemaker solution MIT World custom LAMP solution -7-
  8. 8. V. The Process 1. Gathering data from the community The CMS team gathered information from the MIT community on their various CMS experiences and needs, and on web site management in general. The team took a multi- prong approach to gathering data, in the hopes of gaining as much input as possible. A round-table discussion was offered during the Fall 2003 IT Partners conference; a web survey was advertised through TechTalk, yielding 40 respondents; three focus groups were held; and, finally, a hands-on demo of the two leading products in contention was hosted. A. The Survey See Appendix B. B. The Focus Groups It became clear to the team early in the data gathering process that, from a CMS perspective, the MIT web site hosting community fell into three broad groups: small sites with no CMS, large sites with a CMS, and large sites without a CMS. The small sites typically had a single site administrator receiving and publishing content from scattered authors with varying web skill levels. They also typically did not have a structured business process for publishing. The large sites may have had more structure to their process in common, and may have had similar issues in terms of needs, but the fact that some of the large site owners had already experienced publishing with a CMS provided a natural split in the course of focus group exploration of the topic. The experienced CMS users were in a position to discuss what features and aspects of a CMS had really paid off, which had not, and which of their needs were still unserved. C. Conclusions based on community input 1. The Product: • No single product will suit all community needs. Therefore, the natural breakdown of customer types is by site size and the customer’s ability to provide its own technical (hardware, software, programming) support. We may also need to slice the customer base out by purpose of content/organization (academic vs. publication vs. administrative documentation). • Standards compliance matters. This encompasses 508 accessibility as well as html, xhtml (if applicable), and css validation. Compliance matters both to our customers and to MIT as institutional policy. -8-
  9. 9. • The product should have the ability to integrate with other MIT systems in some fashion. This may be accomplished elegantly or not, but is an important consideration in selection and development of the product. • Templates must be easy to use and revise. Administrators are typically expected to anticipate all possible scenarios at the time of development, and have little flexibility afterwards to make changes or enhancements. This has forced users to go outside the system for any pages that do not fit the template. • CMS templating may force customers to give up some of the javascript bells and whistles that they already have and like in their existing site’s look and feel. "Vanilla" CMS templates are an emphatic no-go for the large sites, and possibly for some of the small sites. • If the product separates content from format, the authors must somehow still be able to preview when creating or editing content. This may be through a staging server, temp files, or downloads into templates. • A shared resource is only feasible when different customers can have their own instance of the application, allowing them full control over their own instance. If given this control, customers are more than willing to share the cost of services. They are also willing to have their content stored externally, especially if there is a mechanism for data dumps in a usable format like xml. • Many of the open source products will have similar capabilities. Choosing the right open source product will depend on the Institute’s code preference, based on in- house expertise and belief in the language’s longevity. 2. The Customers: • No product can eliminate author personalities, nor can it make content magically appear. One of the biggest frustrations noted throughout all the focus groups, surveys, and round tables had to do with aspects of the authors themselves, whether it was their varying skill levels or their willingness to conform to format requirements or delivering content in a timely manner. • The learning curve must be shallow. ‘Nuff said. • There is no product that does not require a knowledgeable web site administrator, no matter how large or small the site, no matter how primitive or sophisticated the product. 3. The Process: • A CMS is not a substitute for a business process, unless the customer is a one- person shop. A CMS can support a process but can not force compliance or consistency -9-
  10. 10. where an ill-defined business process exists. If there is not consensus, investment, and enforcement in making the tool effective, it will fail. Well-defined business processes offer the most promise for success when implementing a CMS. On the other hand, highly-defined processes bordering on excessively complex will be so idiosyncratic that a custom-built tool will be required, and all the IS&T can do is offer guidelines rather than product recommendations. • Workflow must be highly adaptable, or workarounds ensue. Customers need to be able to remove steps/layers of approval as needed. 2. Product Review A. Functional Requirements The team found that these functional requirements listed by the Technology Review publishing staff were representative of community customer needs: Need: • To be able to tag content with categories -- on multiple levels • Authorization (having an admin account that sets the level of access others will get for the project) • Flag items on an element basis (i.e. an article is made up of the elements: deck, title, author, date, body, etc…) • Global elements • Global files (i.e. using the same article over again in different locations in the project) • Publishing out different versions (e.g., print version) • Publishing to a dev server before the page goes live to the site • Ability to preview before publishing • Integration with rich media (e.g., Flash) and other vendors (e.g., Dart) • Ability to publish our 3x weekly newsletter • Internal searchable directory • Ability to have dynamic pages • Proprietary database • Ability to access CMS form the office and form outside the office easily • Versioning control (e.g., templates) • Compatibility with browsers • Customization • Publishing XML content • Speedy and accurate publishing • Notification of publishing (e.g., when it’s finished, if there were errors) Want: • Ability to code in a program like Dreamweaver rather then an unusual template that is part of CMS software • Cross browser testing • Cross platform testing • Ability to have entire site in content management system - 10 -
  11. 11. • Better integration with Search tool • Intuitive UI • Easy upgrades/maintenance • Small learning curve B. Technical Requirements The team compiled a matrix of products and how those products stacked up against the technical requirements of serving the MIT community enterprise-wide. There was separate consideration for small sites whose hosting and infrastructure could either be managed by the site owner or though afs services. Both proprietary and open source technologies were reviewed. 1. Products Eliminated from Consideration The team decided that since many open source products had much in common, it was not necessary to review all of them, but rather take a few that were representative of their technologies and features. Also, platform constraints were a weeding factor. Platforms and technologies, such as IIS/ASP or Cold Fusion, are not ideally or easily suited to the MIT environment. The team does recognize that platform issues may not be a show stopper for MIT (e.g., mod_asp would run ASP on apache) and suggests that consideration be given to proprietary products, should the right candidate come down the pike in the future. At this time, we did not find any proprietary product that offered dramatically superior features to the open source products we reviewed. In addition to the above considerations, the team decided not to move forward with testing several of the products on our matrix for various reasons, which are summarized here: Oracle: Enticing due to the existing volume site license, but considered an "elephant gun" for development and therefore only appropriate for enterprise- wide applications, none of which are currently outstanding. SSIT Toolkit: The SSIT toolkit is not a contender as a product unless it were to be rewritten in Java. The IAP and CIS deployments, which were developed with the Toolkit, do have workflow schemes. These may be useful as models of workflow for comparison to other products. Manila and other blogging products: While Manila is perhaps a lightweight tool, not sufficiently feature-rich for full-scale CMS use, it could be a handy add- on to site managers that want blog-type community discussion. Userland puts out a fuller CMS product --in addition to Manila-- called Frontier that might be more appropriate as a real CMS. Pros include low cost; cons include questionable performance capability, particularly of concern due to the MIT network's susceptibility to being "slashdotted." Also, the showstopper for Manila is that secure ftp is not currently available, but expected in the next release. The team agreed in general that blogging tools are not sufficient to the community's CMS needs. - 11 -
  12. 12. MS CMS: While we did not want to eliminate products for platform reasons alone, we did not find the MS CMS had sufficient functionalities to compensate for the platform and security concerns around running the product. We can not expect that our customers can or will be willing to give up their existing cross- platform user base. The primary community user of this product (OCW) is in process of looking for a technology to replace MS CMS. RTFM: This product is currently bare bones, and would require development almost from scratch. However, it bears watching, particularly as an implementation of RTFM is already underway as part of the Casetracker-to-RT development and deployment. RTFM will host Stock Answers. How well RTFM serves Stock Answers will better inform us as to its value as a CMS service within the MIT community. Template Toolkit and MetaDot (TT application): Template Toolkit lies behind MIT's home and upper level pages, but for larger sites, much more development would be required. For the amount of labor invested in development, other open source products offer more functionality on which to build. For the complete matrix of products discarded from contention, see 2. Products which merited further investigation As a consequence of completing the product matrix, several products stood out as worthy of more in-depth evaluation, for either large or small sites. Of these, the team chose to devote significant effort to assessing the viability of following products within the MIT environment: GVC SiteMaker, OpenACS, Apache Lenya, MacroMedia Contribute, and Zope/Plone. For the complete matrix of products considered the strongest contenders, see Appendix C. 3. In-depth Testing Because no polished demo versions of these open source products already exist, the team took up the challenge of implementing our own demo installations for evaluation and testing purposes. Carl Jones implemented test sites for SiteMaker, Lenya, and Plone. Larry Stone implemented a test site for OpenACS. Larry and Carl also implemented templates in their respective sites, while the rest of the team simulated various authoring tasks and levels of experience. Tim Griffin took on the task of in-depth evaluation of Contribute, bringing to bear his roles as a Contribute Beta Project tester for MacroMedia and a member of the IS&T’s Web Communications Services team. See Appendix D for evaluation of SiteMaker. See Appendix F for evaluation of Plone. - 12 -
  13. 13. A. OpenACS – the First Runner Up The team found OpenACS to be a very strong contender, and could certainly be developed to serve the community needs, should IS&T determine not to purse Lenya’s particular set of technologies. The integrated database, the available authoring and cms modules, and the existing MIT/Sloan expertise in its technologies all make OpenACS a viable candidate. The disadvantages noted below (standards compliance and lack of WYSIWYG authoring) point to where further development should be prioritized. Because of its potential to serve the MIT community’s needs, the team’s evaluation of OpenACS is included here. Summary OpenACS could form the basis of an excellent enterprise-wide CMS, although it would require a substantial investment in development, customization, and documentation. It already has virtually all of the features we require. We can also leverage the experience and efforts of SloanSpace, a major OpenACS installation already on campus. Overview OpenACS is a server-based open source Web application framework. It consists of a suite of core services and a large collection of optional application modules, including several different types of content management system (CMS). These application modules are easily modified, extended, and integrated into new services. OpenACS has its roots in the ArsDigita Community System (ACS). Version 3 of the ACS was released to the open source community to become OpenACS, while the Java reimplementation is now with Red Hat. Features Some relevant features that exist in the current (5.0) release of OpenACS: • User registration and login. • User groups, sophisticated ACL-type permission system. • Supports multiple independent top-level websites, each with independent administration, look-and-feel, etc. • Driven by relational database for performance, reliability, and ability to manage structured data easily. • Hierarchical "Content Repository" is the basis of OpenACS' CMS-like applications. It supports versioning, audit trails, access control. • A powerful, hierarchical template engine makes it easy to separate content and data from presentation. Lets you customize all Web pages, even the administrative UI. • "File Storage" module maintains "assets" like images and opaque (Word, PDF) documents. Upload and download individual files or whole ZIP archives. (WebDAV coming soon.) • Simple but highly user-friendly "Edit This Page" CMS, suitable for maintaining simple pages and structured data. • "News" application specialized for managing news items, including automatic posting and removal. - 13 -
  14. 14. Technology and Platform OpenACS is built on the following components: • Any common Unix operating system such as Linux (e.g. Athena Linux 9.2) or Solaris 8/9. • AOLserver open-source Web server. "AOLserver is the backbone of the largest and busiest production environments in the world. AOLserver is a multithreaded, Tcl- enabled web server used for large scale, dynamic web sites." • Relational database, choice of PostgreSQL or Oracle. • TCL, an interpreted scripting language. OpenACS is primarily implemented in TCL, with some functions in the database scripting language (PL/SQL and PostgreSQL's equivalent) for performance. Although AOLserver is not as widely deployed as Apache, it is superior in some ways; it is multithreaded, fast, and efficient. Some of the busiest sites on the internet run on it. It's open-source and has an active development community with good support. TCL is an unusual choice for a development language, but at least one potential developer in IS&T is fond of it. TCL is clean, simple, and easy to learn; anyone exposed to Scheme or LISP will find it familiar. It is also less prone to bugs and pitfalls than, e.g., Perl. Although some of the technologies behind OpenACS seem exotic if you are accustomed to LAMP (Linux + Apache + MySQL + Php/Perl) servers, they are all well-proven, mature, and actively supported. Community There is a large and active OpenACS commnity. See for references to large-scale users, such as Greenpeace. A major OpenACS-based project, DotLRN (, has its roots in the Sloan School here at MIT. Advantages • Scalability: Small e.g. departmental site with minimal customization is easy and cheap to implement, while a sophisticated site is also possible with more time and effort. • Very low learning curve to maintain site built with Edit-This-Page. Small updates and changes are easy. • Mature software that is unlikely to change in drastic ways, so it is less effort to maintain a central service than if software is still evolving. • Can collaborate with other MIT projects (Sloan, DotLRN). • Additional useful services are also available (news, calendar, workflow, conference registration, ecommerce, RSS feeds). Disadvantages - 14 -
  15. 15. • No HTML validation of content (might be possible to add it). • Poor and incomplete documentation. • No tools to extract and repurpose content e.g. as XML or print (could be added). • No WYSIWYG HTML editing (might be added with in-browser editors). Additional Work Needed If OpenACS is adopted, it will need at least this much additional work to be deployed at MIT: • Finish adapting OpenACS to login automatically with MIT client certificates (mostly done). • Finish implementation of user-editable templates in EditThisPage. • Write documentation for end users (webmasters, site maintainers). • Add or improve an asset-management module (like FileStorage), for e.g. images in web pages. Try adding WebDAV support. • Improve tools for importing an existing site into CMS. • Add EditThisPage sub-applications for common cases of structured data (e.g. faculty and staff lists, publications, etc.). Extras Some unexpected extra features and benefits of OpenACS: • Workflow module available; we didn't investigate it. • Calendar (scheduling) module, also untried. • DotLRN project is implementing WebDAV server module that can be used by itself. • Ecommerce module and event registration module could be combined to automate conference registration and payment. • Can be configured to allow outside users to register and join communities, so they can be given administrative privileges or just see restricted material. • OpenACS has other, more sophisticated (and less mature or documented) CMS modules that should be investigated. - 15 -
  16. 16. B. Lenya – The “Winning” Product Lenya could fulfill the role of an enterprise-wide CMS at MIT, although it would require a substantial investment in development, customization, and documentation. It has many of the features we require, although some will need enhancement. One of Lenya's core concepts is to re-enforce the separation of formatting from content creation. Overview Lenya is a server-based open source Web application framework. Lenya has its roots in the Wyona content management system, which is based upon the Apache Cocoon web publishing framework. Wyona was then released into open-source and quickly adopted by the Apache Cocoon community. One of the early adopters was the University of Zurich. continues to supply consulting and support. Features Some relevant features that exist in the current (1.2) release of Lenya: · XML-centric architecture · Robust XML/XSLT/CSS support enforces separation of content from formatting · WYSIWIG XHTML/XML editor suppport from within web browser · XHTML/XML form editor · User registration and login · User groups, sophisticated ACL-type permission system. · Supports multiple independent top-level websites, each with independent administration, look-and-feel, etc. · Customizable workflow engine, with audit trail · Asset management to keep track of images and documents that belong to a page · Revision control · Flexible deployment options · Security: SSL, LDAP authentication, IP address range See for more detail on current and future release features. Lenya is built on the following components: · Unix operating system such as Linux (e.g. Athena Linux 9.2), Mac OSX, or Solaris, · Apache webserver is the backbone of the largest and busiest production environments in the world. · Servlet Container, choice of Tomcat, JBoss, etc. I chose Tomcat for simplicity. · Cocoon 1.2.5 · Java (jdk 1.4.* and above recommended) · XML documents stored as xml · Uses XSLT and CSS for formatting and page presentation · WebDAV · Lenya is officially an apache incubation project. Incubation normally lasts for about 1 year. The latest official release is version 1.2, june 27, 04. See - 16 -
  17. 17. Performance · Servlet containers. There have been reports of stability issues with Tomcat (depending on release). Further stress testing with servlet containers (tomcat vs. jboss, etc.) is recommended. Community There is a small but growing and active Lenya commnity. See the for links to live sites. Needed · Browser-based editing (e.g., Kupu, Bxeng) with its heavy reliance on javascript can be erratic and validation sometimes unpredictable; needs to be more consistent; some of this is setup and training-related. · Add web-editable css to file menu, instead of editing files on server. · Better end-user documentation as well as documentation for maintainer/admin. Sample of existing documentation: · Better image/asset selection in authoring mode. · Improve browser-based html editors. · Import pre-loaded MIT users and groups. · Finish MIT cert integration, automatic login. Allow passwords too. · Examples for integrating cocoon dynamic components and lenya. Extras · Lucene search engine integrated into Lenya · Workflow management included. · Dynamic component integration through Java-based Cocoon frameworks. · Wide variety of technologies, both legacy and cutting edge (e.g. JSP's, Velocity templates, Cocoon forms, Flowscript, relational and xml database connectivity, portal-management, etc.) may be used. · WebDAV fosters offline editing with Dreamweaver or other desktop editing tools, including MSWord, OpenOffice, etc. · Repository JSR 170 will offer significant ease-of-use improvements for navigating the file systems -- due out in the fall. This, coupled with the ability to edit css files, will provide a substantial boost in functionality. See Additional Work to do: · Configure Apache to accept MIT certs, allow login w/o password. · Will test using xincludes for content aggregation (does not reguire command-line access to server to edit xslt files). · Prototyped simple import of IS&T sample site; Advantages · Lenya is built upon the apache open-source software stack - 17 -
  18. 18. · Lenya is young enough that MIT could have substantial input into the direction of future development. · Static or "dynamic" publication is possible. · May integrate components developed with cocoon (e.g. forms, database access, customized pages, personalization, etc.). · Scalable to both large and small sites. · Standards-based XML editing (validation may be customized on a per-publication basis). · Custom "document types" support (customizable XML formats). · May optionally output to non-html formats, such as PDF, with minimal changes. Disadvantages · Relatively new technology with limited penetration at MIT (e.g., Apache Cocoon with its reliance on the pipeline architecture, XML, XSLT, WEBDav, etc.). · Some development needed using an "unfamiliar" XML-centered framework. · Documentation needs to be more complete. Administration and development documents can be inconsistent, end user documentation leaves much room for improvement (but is improving). Other points to make: See North Carolina State University questions (Appendix G) on Lenya usage. Lenya outputs XHTML, using a combination of XML, XSLT, and CSS. The architecture used by most Lenya publications is based on the idea of aggregated content, whereby the output from multiple XSLT transformations is combined to form the rendered document. Each transform will construct one part of the overall document (for example, the masthead). This is a simple approach that is similar to that provided by other CMS templating systems. An alternate approach is to use a single XHTML template document that uses XInclude to aggregate content. In some ways, this is even simpler than the first approach in that no knowledge of XSLT is required. C. Atomz – A Viable Product with an Alternative Model Atomz came to the forefront of the team’s attention late in the project. Based on very strong positive feedback from Technology Review, the team felt that there was a customer niche that could be well served by the easy user interface and excellent customer service offered by this particular vendor through the ASP business model. Atomz Publish is a well-established commercial content management system product that could serve as a vendor hosted and supported service for the MIT community. Atomz Publish will integrate with existing MIT resources (Athena web lockers, Macromedia Dreamweaver editor) and has been recently implemented by the MIT Technology Review for their web content management and publication needs. Atomz - 18 -
  19. 19. Publish has an extensive customer list including high profile customers such as NASA, AOL/Time Warner, and the Harvard Medical School. Overview Atomz Publish was introduced in 2001 as a hosted application solution to web content management. As a hosted application, Atomz Publish runs on servers located in Atomz's network operations center where it is maintained and updated, the customer's data remains on their own servers where it is accessed from Atomz Publish by SFTP or direct folder access over a VPN. Atomz updates the Publish application on a quarterly basis taking into account customer comments and feature requests. Features • Open standards: XML, XHTML, XSLT, CSS • Integrated XML content repository - import, export, archive XML • Cross-platform in browser WYSIWYG editing with spellcheck or integrated development with Macromedia Dreaweaver or Adobe GoLive • Form based editing using rich text • Manage and upload Assets directly using web folders on Windows and Macs • Integrated and customizable task based workflow with email notifications • Check-in, check-out and unlimited versioning of content, assets and templates, change tracking • Scheduled publishing and content expiration • Metadata management • Automatic hyperlink checking • User and publishing activity reporting tools Advantages • Hosted commercial application - no further programming development, software or hardware required to run application/service. • End-users will easily be able to create/edit content and templates using in browser editing tools or Macromedia Dreamweaver and Adobe GoLive. • Well documented and supported by established entity. • Works with existing Athena web lockers or departmental web server. • Web standards/accessibility compliant. • XML content could be repurposed for other publishing mediums. Disadvantages • Hosted commercial application - annual support/subscription costs, application not under local control. • Windows/Macintosh-centric, limited support under Linux. • Not Open Source. - 19 -
  20. 20. D. Macromedia Contribute – For Smaller Sites Overview Macromedia Contribute 2 (2.1 for Windows) is likely the best candidate for a low-end, low cost content management solution. A user can browse to web pages and then edit and publish those pages all from within Contribute. Additionally, Contribute can import Microsoft Office content (Windows only in v2). This feature alone is a big plus for faculty and administrative staff at MIT. Further, Contribute integrates with Macromedia Dreamweaver MX for site administration and development purposes. And the price is right at $79 per user license (education) and likely less with a site license. Features: Publishing Process Contribute offers a "Word-like" WYSIWYG experience that allows content contributors to browse to a web page, click on the edit button, make changes, and click on the publish button. Users can easily update content, insert images or add new pages to a site. Users of Contribute never see the code. This prevents any deviation from an established style guide set by site administrators and eliminates the undue stress on the contributor that might be created by such a feature rich tool like Dreamweaver. Site Management Site management is done by a site administrator through Dreamweaver, Contribute and/or at the file level on the server. The site administrator creates the file structure, sets site permissions, and develops site templates. A site connection key is created and emailed to the client or stored on a local server for download by the Contribute user. The Contribute user then simply double clicks on the connection key which then launches Contribute, asks for appropriate passwords, and makes a connection to the site. All site settings and permissions are stored in an encrypted XML file at the root of each site. Integration with Dreamweaver MX Contribute is integrated with Dreamweaver MX. This integration allows for easy site administration and development using DW MX and MX Templates. Contribute uses the Dreamweaver MX authoring engine and so offers support for CSS, XHTML, server-side code and Dreamweaver MX templates. Dreamweaver MX Templates Dreamweaver templates can be designed with Contribute in mind. The site administrator can dictate which templates must be used when a Contribute user wants to create a new page on the site. This ensures adherence to design standards and protects the code from unintended hacking. Community and Support Currently there are a few DLCs looking at rolling out Contribute to their content contributors. Among these are Facilities, OCW, and MIT Libraries. There is a large user community in education and the private sector as well as significant documention provided by the vendor. - 20 -
  21. 21. Advantages • Uses Dreamweaver rendering engine • Intuitive interface • Server connection wizard is easy • Creating new pages is easy • Creating links very easy • Publishing pages is easy • No local copy needed or created • Site Administrator sets permissions • Uses check-in/check-out for version control • Supports Word file with drag-and-drop (Windows only) • Clean code • Many schools are deploying as part of a content management solution (BU, Notre Dame, Indiana, USC, ASU) • Most users are publishing after 15 minute overview Issues and Concerns Note: Most of the issues noted below should be remedied in the next version of the application. Security • The shared settings file which holds all permissions, site passwords (not SFTP passwords) and permission group definitions for website access are held in a directory called "_MM." The directory name and files cannot be altered or changed in any way other than with DW or CT. These are encrypted XML files. By default, these files are visible on Apache servers. In order for these files to be secure/not visible to the world the server would need to be reconfigured as not to show files/folders that begin with an underscore. • The IS&T Net-Security Team states that the algorithm used to encrypt these settings files, MD5, isn't truly encryption and that the algorithm doesn't provide much security at all. However, on the spectrum of risk we needn't consider it a show-stopper. Permissions Site permissions set up is going to be tedious. • Only one admin per folder on the server. • To establish new editing rules for the site you have to generate a new connection key. Once that is done the old one is overwritten. Supposedly there is a way to have site permissions updated automatically from the config file at the site root but we've not tried this yet. See http://web/tgriffin/Public/contribute/howto/contrib_setup.pdf Platform Differences - 21 -
  22. 22. There are significant differences in features/functionality between the Mac and PC clients. • Contribute for Macintosh has the Opera 6 browser built into the program. Unlike IE on the Windows client, Opera is embedded in the program and can not be updated. The Contribute installer installs Opera automatically. It does not need to be installed separately. • Window users need the 2.01 updater and the Flashpaper updater. • Microsoft Office cut and paste only available on Windows FlashPaper • FlashPaper development only available from Windows client. • FlashPaper is a new way of making Flash documents. It installs as a printer driver, which means that you can create a .swf file of any document. This swf can be put in a web page and viewed in a browser, using the Flash plugin. FlashPaper allows users to zoom in and out and page through the document. The document can be printed directly from the FlashPaper web page. • Not 508 compliant. • Needs flash player 5 or higher to work. 98% or higher of browsers [industry stat] have v5 or higher. • Interesting alternative to PDF but don't know if it will be developed further. CSS-P • CSS-P rendering in Edit View does not conform to IS&T's guidelines for compliance with web standards. This is a major problem. • The Contribute editor chokes when displaying negative margin widths - which are used a lot in creating column based liquid layouts with CSS. • Contribute uses the Dreamweaver MX 6 display engine that is highly flaky with CSS only designs. We've found no way of hiding styles from Contribute. One university has deployed Contribute and uses javascript to sniff out Contribute and bypass the CSS file. This means that when viewing all would look fine but when editing the user only sees structured html; no styles. Workflow There needs to be a defined workflow/business process in place for contributors and administrators per DLC. This is needed if the DLC is going to manage their own site or if IS&T develops a service offering based on the Contribute-Dreamweaver web management model. Other Issues 1. Sometimes when updating Mac OS the user is asked to input the CT serial number again. This is actually a minor security problem. See - 22 -
  23. 23. for details and a patch. 2. What happens to conversion of images from Word documents: they come in as jpg files only? 3. CT auto uploads files/images on the contributor's desktop to the same directory as the file being edited unless the user knows to use the choose button. 4. Cannot edit php include files and php includes do not render in the edit mode, only in view mode. 5. We may want to recommend the disabling of "rollback files" that CT creates. These are backups of previously published pages. CT by default creates 3 backups of every file and stores them all in a "_baks" directory. Having potentially 4 copies of whole sites on the server will eat up file space pretty quickly. 6. Is there such thing as a site that is too large for Contribute? Many current users say that it's meant for smaller web sites. 7. When logging in CT auto connects to all sites. Why? 8. Need training offerings from IS&T on using CT, Managing CT users, Developing and managing sites for CT. Addendum: August 31, 2004 In August of 2004, Macromedia released Contribute 3 as part of the unveiling of its new Web Publishing System (WPS). The WPS is a content management suite comprising of Studio MX (Dreamweaver, Fireworks, Flash, Freehand and Cold Fusion), Flashpaper 2, Contribute 3 and Contribute Publishing Services (CPS). These 8 applications constitute a content management system. While the WPS is designed to handle large site content and publishing workflow, IS&T does not have the needed infrastructure in place to support the system. However, Contribute 3 functions as a stand alone content publishing application. Therefore, the CMS team's recommendation to release Contribute stands. Macromedia has fixed many of the problems outlined in the above report. See the provided vendor links and the Contribute 3 feature comparison at vs_ct3-wps.pdf for more information. - 23 -
  24. 24. VI. The CMS Discovery Team Recommendation 1. Large site recommendation Lenya – See product evaluation above For large sites, particularly those that want a CMS that can repurpose content or communicate in some fashion with other systems, the team recommends the further development of the open source product, Lenya. Apache Lenya, based on the Apache Cocoon content management framework and several other Apache projects (such as Forrest, Lucene, Jarkarta Tomcat) is an open source, full featured content management system that is currently under active development. Apache Lenya is programmed in cross-platform Java and its content is stored in an XML repository. Apache Lenya also features customizable workflow, inline WYSIWYG content editing, and versioning of content. Apache Lenya's main advantages are its open source code, strong user community, and standards based authoring. As an xml product, Lenya meets the user requirements of standards compliance. XML also offers publishers the ability to structure data in such a way that it can be repurposed for multiple formats. Finally, xml data can be imported readily into databases, for a measure of integration with other MIT systems. The team also feels that, while cocoon itself may be a new environment for IS&T, apache and java are solid technologies and within MIT’s existing expertise. Adopting Lenya would require significant development and ongoing customer support on the part of IS&T. Nevertheless, in recognizing the scale and importance of CMS needs within the MIT community, it is appropriate for IS&T to develop expertise in CMS technology in-house so that the varied and special needs of the community may be better served. Priority tasks for development of Lenya include smoothing the user interface and attaching a database as a content repository for potential high-performance dynamic sites. The team believes that xml is a forward-looking technology, whose predicted long life and flexibility will justify the long-term commitment of resources to development and support. Should IS&T desire the services of an outside vendor to collaborate in the development of Lenya, Quoin, located in Boston (, stands ready to work with MIT toward that goal. 1. For any size site -- An alternative business model to #1 Atomz Publish For those sites who want the flexibility of xml and an easy interface, but choose not to wait for development of Lenya, the team recommends Atomz Publish from Atomz Corporation. Atomz Publish is a mature, commercial content management system based on a hosted Application Service Provider business model. It is a full-featured system with customizable - 24 -
  25. 25. workflow, "browse to edit" and inline WYSIWYG page editing, unlimited versioning of content and cross-platform compatibility. Development and asset content is stored in a XML repository on Atomz servers, while published content resides on the site owner’s web server or Athena locker. Atomz Publish's main advantage is its ease of use and low learning curve, excellent documentation, and superior customer support. This model is appropriate for those community sites able to support the ongoing subscription costs of the ASP business model. Pricing is based on a user account and page count formula. Contracts with Atomz should be negotiated, and managed through a centralized IS&T service, so that the MIT community as a whole spends its Atomz dollars efficiently, getting more service through coordinated volume. An area requiring further investigation is the determination of whether or not Atomz can scale to the volume that the MIT community could potentially bring to it. There are performance issues with the instance currently in production for the Technology Review, though it is unknown whether the performance slowdown is due to TR’s network infrastructure, or to some aspect of Atomz’ service delivery. This must be determined, and if indicated and feasible, the team recommends that MIT explore, as part of a contract with Atomz, the option of hosting Atomz web servers on the MIT network, with Atomz retaining all ownership and management of the Publish software itself. Securing the rights to the source code should Atomz not survive would be a wise precaution as well. Because there are contingencies and unknowns around the viability of Atomz as an enterprise-wide CMS solution for the MIT environment, we make our second recommendation conditional on further research by IS&T. Regardless of the outcome, we urge IS&T to recommend Atomz as an option to individual community customers as indicated in initial consultation of customers’ business needs. 3. Small site recommendation A. Tools for sites that use Athena lockers Five issues stand out for those DLC’s currently not using a CMS: • Absence of Site administrator and/or content author skill sets • Ability to support site hosting equipment and software • Flexibility in site templates • Flexible workflow • Dynamic site hosting The first and foremost burden weighing down the administrators of DLC web sites is the difficulty of getting content from their authors in any kind of web-ready format. Frequently, this is a consequence of authors who are inexperienced in web publishing, both in terms of writing style as well as appropriate file format. Lack of web expertise among the authors and business process decision-makers often leads to the unfortunate combination of undercooked content being handed off to overextended administrators who - 25 -
  26. 26. have to learn on the fly how to be webmasters in an unstructured environment. Both the web site administrator and content authoring skill sets have been undervalued in the MIT community, leading to web sites that are managed by insufficiently supported, often frustrated staff. Many site administrators in the MIT community are constrained to host their web sites in an Athena locker. They have neither the human nor financial resources to maintain their own web server equipment and software. Therefore, they are limited to whatever services are offered by IS&T. However, IS&T has a lot to offer, and many of its tools often go underutilized. Additionally, IS&T can introduce more features, making Athena/AFS an even more viable service, filling some of the community’s CMS needs which are currently going unmet. Based on feedback from the various CMS focus groups, potential IS&T customers are seeking some CMS features more than others, and in fact, would reject some of the constraints that would be imposed by a CMS. This is an opportunity to make Athena/AFS more attractive as a hosting service. Many DLC’s who can’t afford to purchase, implement and support a CMS have chosen instead to sink the resources they do have into attractive site templates designed by external vendors, often containing scripting that would be incompatible with many CMS applications. These template designs offer great visual value for the expense and satisfy the business owners, and in some cases meet the business requirement for web publications to match the look and feel of print publications. Giving up the templates in which DLC’s have already invested significant resources is a firm no- go for many site owners. Another common CMS feature leaving much to be desired by many site owners is rigid workflow functionality. Since many small sites either have 1 or few site administrators, a complex approval system is counter-productive. Even those sites with a larger team of editors, managers, authors, and approvers would require a workflow that allows flexibility and end-runs around the system. Rather than a complex workflow, these sites’ business processes seek either a simple supporting technical process, or one that is infinitely adaptable to their own site-specific processes. While many of the major issues for this particular customer base can be resolved by enhancing existing Athena services, hosting a dynamic site on Athena is still not possible. Those customers requiring a dynamic site must commit resources to supporting their own network or cost-sharing a CMS service offered by IS&T, upon IS&T CMS consultation. Hosting a site on Athena can be made more attractive to this customer base by compiling a toolbox of functionalities, and training site administrators and authors on their effective use. A small amount of development would go a long way in streamlining site maintenance, particularly in offering web interfaces to Athena tools currently only available through command line interfaces. Additionally, expanded training and support on selected topics would reduce the learning curve for both content authors and site - 26 -
  27. 27. administrators. With an effective, intuitive authoring tool, authors can be less dependent on administrators to clean up their content, and administrators can be freed up to perform more appropriate site management tasks. Recommendations for serving small budget or static sites: Based on our findings, the CMS Discovery Project team recommends the following: Volume License: • Contribute 3 (see above for product evaluation) Develop or enable, and promote: • AFS web gui for managing acls, files, and some versioning -- explore a suitable WebDAV product, such as Xythos, or develop web interface for CVS or RCS • Test and offer newer cgiemail version and other new approved cgi scripts • Custom error pages to reduce redirect proliferation • IS&T server with blogging tool • An effective link checker, such as Xenu or Dreamweaver's built-in site link checker utility • Web developer's utilities, such as the AIS IE toolbar, Checky for Mozilla, and the Firefox web developers toolbar • RSS Training: Athena Web-Site Hosting Information Technology certificate, encompassing sessions on the following topics: 1. Assessing and Improving Your Web Publishing Business Process 2. Authoring with Contribute 3 3. Managing Contribute 3 Users and Web Sites 4. Implementing a Custom Events Calendar 5. CSS: proper table-free page layout, efficient formatting, printer-friendly versioning 6. Accessibility and X/HTML code standards 7. Web writing style: bullets vs. narrative, inverted pyramid style, succinct language 8. Using DW MX 7 templates and Contribute 3 effectively for site maintenance 9. Server Side Includes for easy maintenance of footers, navigation, and content repurposing. - 27 -
  28. 28. VII. The Task to IS&T This is an opportunity for IS&T to improve and expand its current web-related services. Some of these services are a fix to what's already in place as free offerings to the community; others can become part of a tiered system of fee-paid services. 1. Create IS&T CMS Services team that includes web development and business process consultation, Lenya product development, template design, training, product support, and hosting/network management. Because there is a great deal of overlap (and significant distinctions) between content management and knowledgebase technology, this team could productively share resources and collaborative services with a Knowledgebase team. 2. Consultation services. For all size sites and DLC's, IS&T should provide consultation and recommendations on the right product or service for the customers. A set of guidelines (See Appendix H) for discussion and decision-making should be provided to facilitate this crucial first step. 3. Put Contribute 3 through the SWRT and volume licensing processes. 4. Develop Lenya functionalities. The following development work will be required: • Editing can be erratic and validation unpredictable; needs to be more consistent; some of this is training-related. • Add web-editable css to file menu, instead of editing files on server. • Documentation for end-user, maintainer/admin • Better image/asset selection in authoring mode. • Improve browser-based html editors • Import pre-loaded MIT users and groups. • Finish MIT cert integration, automatic login. Allow passwords, too. Desirable additional development for Lenya: • Lucene search engine integrated into Lenya • Workflow management • Cocoon framework allows development of dynamic components incorporating jsp's, database connectivity, velocity templates, portal functionality, etc. • WebDAV fosters offline editing with Dreamweaver or other desktop editing tools, including MSWord, OpenOffice, etc. - 28 -
  29. 29. 5. For both Lenya and Contribute, training must be part of the services offered by IS&T, running the full spectrum of step-by-step how-to’s with screen shots, quickstarts, hands-on training, and custom consulting. Creating documentation is an absolute must for both Lenya and Contribute. Quickstarts can be offered for authoring with both products. Fee-paid services and training can include proper design and implementation of templates. Additional revenue can be garnered through hosting services, data migration assistance, and consultation for DLC's who choose to do their own hosting. 6. Investigate the feasibility of Atomz as an enterprise offering, while maintaining its ASP model and excellent customer service. IS&T should explore Atomz performance capabilities, considering the possibility of support an Atomz implementation on the MIT network while preserving the application ownership by Atomz. Should Atomz prove a viable service, IS&T should cost effectively manage the community contracts with Atomz, allowing the greatest value for the cumulative MIT dollars. IS&T should also work out a contractual arrangement that grants rights to the source code in case of Atomz' failure to thrive. 7. Develop new tools for Athena locker owners and promote them. Making Athena easier to use for site administrators who are unfamiliar with linux will allow users to take fuller advantage of the great service that Athena is and will give the small site owners with small budgets CMS-like functionalities without the CMS investment. A few examples: • Looking into webDAV offers the prospect of more intuitive file management and could provide some measure of versioning. If webDAV is not the answer, then developing a web interface for RCS or CVS may be the right path. • Review and release a more recent version of cgiemail. There are added functionalities and improved security in the later versions. For more detail, see Small site recommendation. 8. The WebPub user group and listserv must become a much more proactive service to the MIT community. Many of the small site recommendations would make excellent topics for monthly meetings and would promote existing services and features that many site owners do not know are already available, such as SSI or integrating the event calendar. Additionally, it would provide a venue for promoting newly developed tools, like newly approved perl scripts. Focus group participants stated that, had they known that applications like Tech Time and the Event Calendar were in development, they would not have tried to build their own comparable applications. Keeping the community informed of development efforts can save DLC labor and would gain much goodwill in the community. The demand for improved service and communication is out there. The webpub list is large, and is just the right vehicle to meet that demand. - 29 -
  30. 30. Appendices - 30 -
  31. 31. Appendix A. Project Charter a. Project Justification A content management system (CMS) is a set of tools that integrate and automate the various phases of a publishing enterprise. It allows content authors to go on line to create and update their own sections of a collaborative publication, accommodates quality control by editorial staff and provides tools for workflow management, including version tracking, messaging, and varying levels of content approval. Once entered into the system and validated, new and updated content can be edited and prepared for publication in appropriate media, including print, Web, and CD-ROM. A CMS might also facilitate layout and production by automatically formatting content for the target medium or by preparing content for autoformatting (to the fullest possible extent) in allied applications. A number of administrative offices and academic departments across the MIT campus have a need for such a system. OpenCourseWare has adopted one, at least for the near term; the Reference Publications Office has another; and various Web sites (e.g., MIT World) are also using content management systems. The purpose of this project is to determine whether there is value in deploying such a system or systems at an enterprise level. b. Discovery Questions How widespread is the need for or interest in a CMS? What would a CMS need to do in order to accommodate the workflow of the various administrative and academic publishers? Are there sufficient common needs that one or more systems deployed at an enterprise level would be more efficient than present arrangements? Can currently deployed systems be expanded or adapted to accommodate other users? How would an enterprise-level CMS be financed, if recommended? c. Approach to the Work It is unlikely that a single product can meet the workflow and publishing requirements of all potential users. The team should therefore consider a range of products that address a range of needs. This can be done by surveying the needs of various departments and offices within the MIT community through interviews and focus groups; by consulting with those offices that have already adopted a CMS, to build on what they have learned; and by evaluating commercial and open-source CMS products to identify the solutions that most closely meet, or can most readily be adapted to meet, Institute requirements. d. Expected outcomes A survey of current CMS’s on campus and their types and use. One or more lists of functional and technical requirements for a CMS. An evaluation of costs and benefits, in terms of potential time and workload savings for the various offices that would use a CMS. A recommendation, with cost estimate, for purchasing or building products that meet these requirements, or can be modified to meet them. If an enterprise CMS or CMSs would add value, then: A plan for funding the purchase of an appropriate CMS. A plan for documentation and training. A plan for maintenance and support. - 31 -
  32. 32. Appendix B. The Survey About your existing content: 1. What kind of data do you need to publish? Check all that apply: Narrative copy Brochures Table-style data (directory listings, etc.) Other (specify): Forms 2. In what file formats does your content typically originate? Paper documents Existing web pages MS Word docs Database (dynamic or export files) Quark, Pagemaker, or other Desktop Portable Document Format (pdf) Publishing format Other (specify): Image files 3a. Do you publish some content in both web and print versions? Yes No 3b. If "Yes," which ones? MS Word docs Portable Document Format (pdf) Quark, Pagemaker, or other Desktop Other (specify): Publishing format 4. What is your web site publication cycle? (How often might a document be updated?) Daily/Constantly Academic Term or Semi-Annually Weekly Annually Monthly Tell us about your primary web site structure and support: 5a. Approx. how many pages: 5b. URL: 6. How much staffing to maintain? Please enter number of individuals; does not have to be full- time. Web site administrator System administrator Content authors 7. Approximate person-hours per week to maintain: 8. Is your site mostly static or dynamic or both? Dynamic (database driven) Static Both 9. How is your web site hosted? - 32 -
  33. 33. Maintain own web server hardware and Hosted by I/S services software Other: Athena locker 10. Would you be willing to invest resources in web site management or hosting services? Yes No About Content Management (definition of CMS): 11. Do you currently use a Content Management System product? Yes No 12. If yes, rate how much you like it on a scale of 1-5, where 1 is yucky and 5 is awesome: 1 2 3 4 5 Product Name: 13. Do you have someone who centrally approves content before it's published or do your individual authors write and publish on their own authority? Describe your content approval process: 14. What is currently the most difficult aspect of managing your web site? 15. What benefit do you most hope a content management system could provide for you? 16. Many CMS products require the use of templates. You may be able to customize the overall look and feel of the site, but the flexibility an author has in the layout of individual pages may be limited to varying degrees. How important to you is the ability to control content layout at the page level? 1 Not very important 2 3 4 5 Extremely important 17. What else would you like to tell us about your web publishing needs? - 33 -
  34. 34. Whether or not you currently use a CMS, please tell us a little about yourself: First Name: Last Name: Email: May we contact you for further Title: Department: discussion? Please check for Yes: Your web site role/responsibilities: System Administrator Graphic Designer Programmer/Coder Content Approver Content Author/Writer Other role(s): Submit - 34 -
  35. 35. Appendix C. Product Matrix Open Source (more or less) zope/plone lenya OpenACS SiteMaker RTFM Platform python; Version 1.0 RC1, Requires java, apache, Almost any Perl apache;Zope's java-based; AOLserver WebObjects, platform: Unix, object database, apache cocoon; (open source any db windoze, MacOS ZODB but can uses xml and xslt webserver), X. Solaris works connect to other extensively; TCL (open well. db's through formerly known source) and odbc; as "Wyona either CMS"; Should PostgreSQL work well on any (OSS) or platform that can Oracle; runs support apache, on most any tomcat, cocoon, Unix platform etc. Can be including deployed on Unix Solaris and or Windows. Linux. Licensing/ GPL. Apache License OpenACS Developed by GNU General Business can be consulted v.1.1/Main office source is UMich, but Public License, Model for a charge. is located in under GPL. licensing sold version 2. Plone also under Switzerland; AOLserver is to GVC who Consulting/Custom the GPL, but can Support available under Mozilla does all development be licensed if through license; and development available. desired. PostgreSQL is and resells the Zope4edu a under BSD product. license. Development project, does not here would seem to a public have strings, license, but I am though could not sure. This be done if only may be worth for our own inquiry on use. Also licensing and offers ASP. progress. Single Site Zope can do this Enterprise. Either. Enterprise. Easy to vs. with out problem. The software isolate "classes" Enterprise Easy enough to components and even multiple assign groups to can handle instances running different sites. high loads, different versions, Most done and OpenACS on one server through a GUI. If easily host. you want to use supports Vhosts, then this multiple is best done independent through Apache "subsites" and from my hostname- experience. based "virtual servers". (all - 35 -
  36. 36. administered through the GUI) Integration There are a few None. None, except None. None. (this is a with MS modules out there documents good thing.) Office for this. One that can be stored seems to be the for best and leading downloading is MSWord as opaque Document and format. the other is wvWare. Both haven't been updated in some time. I have never used them, but there seems to be allot of people who have. There was a person by the name of Ross Lazerus over at Harvard that worked with it a while back, he may be a good contact. Authoring Uses DHTML and Works with any Any modern Works with any browser Python. There are modern browser. Enter modern browser platforms a few wysiwig browser;supports HTML or plain (requires CSS). editors available, inline wysiwig text in and you can editors. Site TEXTAREA configure external editors do not boxes, or editors to have to learn upload local interface with xml; For files. plone/zope. The developers EditThisPage one with plone is plugin available module allows rumored to be for Eclipse java previewing. decent, but again, IDE I have never tried to install it or use it. Java authoring add-on allows cross-platform. Ease of The beauty of Unknown Extensive Can use Hard right now, templating Zope. To change, template templates, requires authoring update, and build language including Mason pages. templates is similar to those with (Mason is like JSP really easy. You Server-Side javascript. for Perl.) Could be do need to get Includes Occasional as simple as we - 36 -
  37. 37. used to the (SSI), workarounds want to make it. structure of Zope supports are required, to find it easy. variable particularly Python is substitution, with occasionally conditionals, navigational necessary if you iteration, etc. elements as want to get Templates are some aspects detailed, but you hierarchical so of navigation can get by with look & feel can are dhtml, which be dictated by "dynamically" should not come one top level controlled difficult to template. Only through the someone who is downside is authoring accustomed to most modules interface. maintaining a require editing site. Templates templates on can use server. javascript, if desired. Code base I would imagine Makes heavy use OpenACS Can sit on There is consistent that this would of cocoon xml evolved from almost any considerable local with MIT not be a problem. publishing ArsDigita database, and expertise in RT community The learning framework;built Community the rendering (the companion skill sets curve with Zope around off-the- System (ACS) is through tracking system to and Plone is shelf created by java, but the RTFM). Large and pretty components from MIT framework is active worldwide intimidating at the apache community proprietary user community is first, but after software stack member WebObjects. also helpful. spending a few (e.g. cocoon, (Greenspun). hours with it, it tomcat 1.4, java, Although becomes pretty Xalan, Xerces, some straight forward. I etc.), so should components do not know if be within MIT's are a bit there are any reach; curious to exotic experts in Python know if anyone is (AOLserver, here at MIT, but I already using TCL) there are truly believe you Cocoon on groups using it can get by just on campus? now on DHTML. campus. SloanSpace is major OpenACS developer. How much I believe quite a XML-centric Probably half- Lots of code bit at first. It is architecture, FTE devoted development and mucking / pretty labor startup may be to maintenance maintenance intensive to get a complicated. maintainence, needed in the near needed production What's the pace but it would future since RTFM product. By no of development be fun :-). is "young". Should ways a ready out bug-fixes, Some initial be more stable in of the box addding new development a year or so. It is - 37 -
  38. 38. product. But with features) in the and used in production templates Lenya open documentation now in places. provided to the source needed. customer from a community? service provider, I believe this is a easily maintained product. Access If we can tap it Administrative Sophisticated Can create Very good; Fine- control into Moira, then interface allows fine-grained user groups, grained simple. We advanced users hierarchical but not fine- permissions and authenticate it to monitor the permission grained ability to configure against CMS and perform system control. groups as roles. LDAP/Active configuration designed to Permissions Directory in Econ, tasks make it easy are site wide, so I do not think to build with the this would be a communities. exception of problem or very data tables. difficult. Security Works through Built on Apache Excellent. In Quite good; also it reputation Apache... software stack production use is built on a in many quality foundation academic (Apache, Perl 5.8, environments. rdbms). (see Output to PDF None in Whatever you non-html general; some want to code in formats in certain Perl and Mason. modules. Performance On my small site Demo sites Reasonably fast at we have had are fast; my serving pages. Its great kludged foundation, RT, performance. I untuned demo has proven robust have read about is very quick. in very large no preformance installations. related issues. Integration can do Other than ssl AOLserver has Already Good; integrates with support through module to developed to cleanly with MIT kerb/certs apache, integrate use kerberos Personal Web (single sign unknown; will OpenSSL (like authentication. Certificates. on) probably require MIT Apache) development by but a little MIT work is needed. Looks quite possible (and we can get help from Sloan if they haven't done - 38 -
  39. 39. it already). Cost free unless Free Free. Nothing but our (ballpark) is time. Some cost consulted. for MySQL accessories (hot backup tool) if we choose to use them. Comments No sftp --would have special feature: Much more Seems to work See BP's demo of to build interface output to PDF than a CMS. best as an a simple using SSL. (benefit of extensive OpenACS has umbrella for presentation front- Java wysiwyg add-on xml support) a large small sites, end. Currently meets platform needs Features: Revision Control, Scheduling, number of e.g., faculty RTFM is mostly a Can work with any programming/scripting a optional sites within a powerful language plug-in, so built-in Search modules department framework and not locked into Engine, seperate including that could toolkit. Has a python. Staging Areas, and Workflow; uses several inherit the pretty good Templates not XML/XSLT throughout different kinds template. administrative UI constrained to vanilla Concerns: barriers to of CMS, for forms-based look and feel. entry, May be initially workflow, authoring and complex to support; surveys, editing of how much of Cocoon do we need to know ecommerce, "documents". The to support/extend etc. "customer" UI Lenya? It would be a must be developed How big is the Lenya valuable resource (custom) for each community?? Doe it to have on site but a have momentum or campus. generalized relatively small- OpenACS has a scale? sizable and active solution is possible In use at the user/developer if we develop it. University of community. Switzerland Biggest weakness is the terrible documentation. We would need to provide better end-user documentation to deploy it here. Small Site Tools Contribute Manila (Frontier?) Platform Win 98, SE, 2000, XP; Mac OS X Frontier is built around an 10.1.5 and later integrated object database. Frontier has a built-in Web server, but can also work with IIS, Apache and other Web servers using static rendering in Manila. Licensing/ Business Model The licensing includes an auto- updater for product updates. Single Site vs. Enterprise single or site license license is per URL - 39 -