Liferay CMS Essentials
Module 1: Define
Pre- Session

GETTING TO KNOW YOU

Welcome to Day 1
My Name is Christian Goetzman
Married, no Kids, 3 Dogs,
Movie - True R...
Pre- Session

GETTING TO KNOW YOU

Motivation System
Raffle Tickets for solid questions, answers & participation
Top Prize...
Mod 1: DEFINE

TODAYS SCHEDULE

Day 1
Pre Session- Welcome

Pre Session- HTML Temp Check

Module 1: Define
● Intro to Life...
Mod 1: DEFINE

GETTING TO KNOW YOU

Mod 1: Define
Intro To Liferay
Mod 1: DEFINE

User Experience

Liferay:
The Open Source Enterprise Portal Solution
1. Simple...er
2. Flexibility
3. Secur...
Mod 1: DEFINE

Liferay & Class Resources:
1. UX Brief
2. Portal User Guide
3. HTML Cheat Sheet
4. CSS Cheat Sheet
5. Lifer...
Stop, Picture Time
Mod 1: DEFINE

GETTING TO KNOW YOU

Definitions & Terminology
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Liferay Specific Terms
●

Portal: Corporate Site that allows User specific conte...
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Portal Organization Structure
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

The Permission Engine
Permissions on every level
●

Except Individual User Acts
...
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

User Roles

Users can have multiple roles
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Liferay Specific Terms (Continued)
●

Web Content: Anything from posts, articles...
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Liferay (LR) User Interface (UI) Related Terms
●

Navigation: Path through a sit...
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Liferay UI
●

Navigation: Users tool to travel
through portal or site

●

Dockba...
Mod 1: DEFINE

Class Concepts
●

Training Site: LR
Organisation for this class

●

Dashboard: Your Personal
pages

●

Prof...
Mod 1: DEFINE

DEFINITIONS & TERMINOLOGY

Other Training Terms
●

User Experience (UX): All encompassing effect of a visit...
BREAK

BE BACK IN 15 MIN
Mod 1: DEFINE

GETTING TO KNOW YOU

User Experience
Mod 1: DEFINE

User Experience

UX Is Everything... Almost
■ Know your Audience- AKA Personas
■ Tone-Don't look at me in t...
Mod 1: DEFINE

Content Strategy

Cleco Self-Service Solution
●

Self-Service
Customer Account Management w/o the need
for ...
Content Strategy

Mod 1: DEFINE

Content strategy
DEFINE

PLAN

DESIGN

ANALYZE

DEVELOP

CREATE

RESEARCH + TESTING

DEPL...
Content Strategy

Mod 1: DEFINE

Define- Content comes first
●

Content Inventory*

●

Content Audit

●

Gap Analysis
Content Strategy

Mod 1: DEFINE

Inventory -Every 6 Months
●

Inventory
●

●

Audit
●
●
●
●

●

Know what is out there
Che...
Mod 1: DEFINE

Content Strategy

Design- 6.1 CMS & Content Strategy
Asset Publisher
●

Taxonomy Driven

●

Flat Architectu...
Mod 1: DEFINE

Content Strategy

Develop-Leverage features
● Theme:
● Layout templates
● Swappable Themes

● Structures

●...
Content Strategy

Mod 1: DEFINE

Deploy- Data leads the way
●

LAR export/import
●
●

●

●

Dev & QA Instances
Backup

●

...
Mod 1: DEFINE

Content Strategy

How We Got Here
● An integrated approach
● Focused on usability
● Find-ability curbs supp...
BREAK

BE BACK IN 5 MIN
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Liferay CMS Essentials

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Liferay CMS Essentials

  1. 1. Liferay CMS Essentials Module 1: Define
  2. 2. Pre- Session GETTING TO KNOW YOU Welcome to Day 1 My Name is Christian Goetzman Married, no Kids, 3 Dogs, Movie - True Romance Band - Black Keys Author - WEB Griffin
  3. 3. Pre- Session GETTING TO KNOW YOU Motivation System Raffle Tickets for solid questions, answers & participation Top Prize = $$$ Kindle Fire 8.9 HD Runner Up = $$ Kindle Fire
  4. 4. Mod 1: DEFINE TODAYS SCHEDULE Day 1 Pre Session- Welcome Pre Session- HTML Temp Check Module 1: Define ● Intro to Liferay ● Definitions and Terminology ● Company Wide Buy-In to UX Brief ● Content Strategy Module 2: Design ● WYSIWYG ● Web Content ● Break Break Exercise 1: Set up Environment ● Login and Get around ● Configure your account Lunch- 1 hour Exercise 2: Static Content ● Articles ● WCD
  5. 5. Mod 1: DEFINE GETTING TO KNOW YOU Mod 1: Define Intro To Liferay
  6. 6. Mod 1: DEFINE User Experience Liferay: The Open Source Enterprise Portal Solution 1. Simple...er 2. Flexibility 3. Secure 4. EE Support
  7. 7. Mod 1: DEFINE Liferay & Class Resources: 1. UX Brief 2. Portal User Guide 3. HTML Cheat Sheet 4. CSS Cheat Sheet 5. Liferay Sync Download Resources
  8. 8. Stop, Picture Time
  9. 9. Mod 1: DEFINE GETTING TO KNOW YOU Definitions & Terminology
  10. 10. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Liferay Specific Terms ● Portal: Corporate Site that allows User specific content ● Portlet: Widgets and Modules on a Portlet Page ● User: Anyone on the portal, logged in or not ○ Roles determine permission level ● Site: Web Site unit under a portal ○ User Group: Arbitrary group of users under a site ● Organization: Org unit under a site ○ Team: Arbitrary group of users under an organization ● Scope: All of the above are different scopes ● Public/Private: Permission based security for viewable pages
  11. 11. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Portal Organization Structure
  12. 12. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY The Permission Engine Permissions on every level ● Except Individual User Acts ● SIte, Org, Team & Group ● Roles ○ ○ ○ ○ Regular - Portal Admin Site - Site Admin Org- Org Owner Custom - Message Board Admin*
  13. 13. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY User Roles Users can have multiple roles
  14. 14. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Liferay Specific Terms (Continued) ● Web Content: Anything from posts, articles, docs or media ○ Documents: Items in the Documents & Media Library ■ Images, PDF, audio and video files ○ Structures & Templates: Customizable area for layout and scripting functions ○ Meta Data: Descriptions, Categories & Tags ■ Category: Topics or any other organizational terms ■ Tags: Keywords, Buzz Words & Phrases http://www.liferay.com/documentation/liferay-portal/6.1/user-guide/-/ai/lp-6-1-ugen03-tags-and-categories-0
  15. 15. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Liferay (LR) User Interface (UI) Related Terms ● Navigation: Path through a site ● Mega Menu: Enhanced Dropdown Navigation ● Dockbar: Global Admin Nav ● In Context vs Control Panel Editing ● Asset Publisher(AP) & Web Content Display (WCD) ● Forms: Data Capture
  16. 16. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Liferay UI ● Navigation: Users tool to travel through portal or site ● Dockbar: Global Portal Nav for Admins ● Portlet Configuration ● In Context Editing ● Control Panel: Admin UI by portal level and user permissions ● WCD & AP: Static and Dynamic display of content ● RSS: Publish content using feeds ● Hero Bar: Top area on Internal ● Slider: Home Carousel
  17. 17. Mod 1: DEFINE Class Concepts ● Training Site: LR Organisation for this class ● Dashboard: Your Personal pages ● Profile Page: Your "Public" pages ● Whiteboard: Class Exercises and Modules ● Classroom: Class room forum for questions notes and discussions ● Library: All Docs & Media DEFINITIONS & TERMINOLOGY
  18. 18. Mod 1: DEFINE DEFINITIONS & TERMINOLOGY Other Training Terms ● User Experience (UX): All encompassing effect of a visit to your site ● Personas: Audience, Roll or User based research and Modeling ● Search Engine Optimization (SEO): Anything to get more visits ○ ○ ● Keyword: The word or phrase that content is focused on Inbound Link: like referrals improve sites online rep Analytics: ○ ○ ○ Visits, Unique Visitor & Traffic Goal: The intended result of content, CTA or campaign Conversion: Success of a goal, not always a sale
  19. 19. BREAK BE BACK IN 15 MIN
  20. 20. Mod 1: DEFINE GETTING TO KNOW YOU User Experience
  21. 21. Mod 1: DEFINE User Experience UX Is Everything... Almost ■ Know your Audience- AKA Personas ■ Tone-Don't look at me in that voice ■ The Business Case ■ Company Wide Buy-In to UX Brief
  22. 22. Mod 1: DEFINE Content Strategy Cleco Self-Service Solution ● Self-Service Customer Account Management w/o the need for Support Rep ● ● ● An integrated approach Focused on usability Find-ability curbs support calls
  23. 23. Content Strategy Mod 1: DEFINE Content strategy DEFINE PLAN DESIGN ANALYZE DEVELOP CREATE RESEARCH + TESTING DEPLOY GOVERN
  24. 24. Content Strategy Mod 1: DEFINE Define- Content comes first ● Content Inventory* ● Content Audit ● Gap Analysis
  25. 25. Content Strategy Mod 1: DEFINE Inventory -Every 6 Months ● Inventory ● ● Audit ● ● ● ● ● Know what is out there Check up for Meta Data Assess relevance Ask Why? Keep Toss or Expire Gap Analysis ● ● ● Fill in where you're thin Direction for content *Informed by Analytics
  26. 26. Mod 1: DEFINE Content Strategy Design- 6.1 CMS & Content Strategy Asset Publisher ● Taxonomy Driven ● Flat Architecture ● Usability ● SEO ● Content Sharing ● Related Content
  27. 27. Mod 1: DEFINE Content Strategy Develop-Leverage features ● Theme: ● Layout templates ● Swappable Themes ● Structures ● CTA ● Homepage Slider ● Internal Hero Bar ● Roles & Permissions ● Hidden Content ● Drive Form submission ● Forms & Landing page
  28. 28. Content Strategy Mod 1: DEFINE Deploy- Data leads the way ● LAR export/import ● ● ● ● Dev & QA Instances Backup ● ● Analytics Integration ● ● ● ● A/B testing SEO Conversion Funnels Optimization Workflow ● Message board Admin Add/Edit Content Liferay Sync ● Doc Management
  29. 29. Mod 1: DEFINE Content Strategy How We Got Here ● An integrated approach ● Focused on usability ● Find-ability curbs support calls Compromise is good, its the process that counts
  30. 30. BREAK BE BACK IN 5 MIN

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