Open Source, The Natural Fit for Content Management in the Enterprise
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Open Source, The Natural Fit for Content Management in the Enterprise

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This is a talk I gave at "Adopting Open Source Software within the corporate ICT strategy" in London on 5th December 2013. ...

This is a talk I gave at "Adopting Open Source Software within the corporate ICT strategy" in London on 5th December 2013.

* How OSS reduces long term risk for CM
* Integrating with the unknown
* Authentication in heterogeneous environments
* Case study - NHS Health and Social Care Information Centre Intranet

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  • 1. Open Source The Natural Fit for Content Management in the Enterprise Matt Hamilton ! Netsight Internet Solutions Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 2. Who are Netsight? We are designers, developers and strategists who build complete solutions for web projects. Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 3. Contents • How OSS reduces long term risk for CM • Integrating with the unknown • Authentication in heterogeneous environments • Case study - NHS Health and Social Care Information Centre Intranet Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 4. Reducing the Long Term Risk of Content Management Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 5. Lowers Risk • Lower risk of project failure • Lower risk of vendor takeover Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 6. Project Risk Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 7. Lower Project Risk Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 8. Lower Project Risk Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 9. Integrating with the Unknown Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 10. Authentication in Heterogeneous Environments Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 11. Design Sample: Corporate Portal with Classic Authentication Individual partners Remote employees Internal employees Customers https://partnerweb.fabrikam.com Users https://intranet.fabrikam.com https://team.fabrikam.com https://my.fabrikam.com https://remotepartnerweb.fabrikam.com https://fabrikamsite.fabrikam.com (authoring) http://intranet http://team http://my http://partnerweb http://fabrikamsite (authoring) http://www.fabrikam.com Default Extranet Zones and authentication Internet Intranet Directory — Active Directory Domain Services (AD DS) Authentication type: UAG, TMG, or ISA — Forms-based authentication SharePoint — NTLM or Kerberos (same as internal employee) Directory — Corporate directory Authentication type: UAG, TMG, or ISA — Forms-based authentication SharePoint — NTLM or Kerberos Directory — AD DS Authentication — Integrated Windows (Kerberos or NTLM) Anonymous authentication Load Balancer Load Balancer Server farm Front-end Web Servers Application Pool 1 Web application: Central Administration Site Admin site Front-end Web servers Application Pool 1 Web application: Central Administration Site Application server Application server Clustered or mirrored database servers running SQL Server Clustered or mirrored database servers running SQL Server IIS Web Site—“SharePoint  Web  Services” Services Application Pool 2 IIS Web Site—“SharePoint  Web  Services” Partitioned services Unpartitioned services Application Pool B Unpartitioned Search Search Managed Metadata User Profile Web Analytics Secure Store Service Business Data Connectivity Word Services Access Service Excel Calculation Services Word Viewing Visio Graphics Service Web Analytics PowerPoint Subscription Settings Managed Metadata Partitioned by project in the Partner Web site collection Search Managed Metadata Unpartitioned instance for the published content Default group Default group Custom group App pools Web applications Application Pool 3 Application Pool 5 Application Pool 4 Web application: Published Intranet Content http://intranet Site collections HR Facilities Purchasing Web application: My Sites Web application: Team Sites Team2 Web application: Partner Web http://my http://teams Team1 Application Pool 6 Team3 http://my/personal/<site_name> Web application: Company Internet Site http://partnerweb/sites Project1 Project2 Project3 Authoring site collection Production site collection Products http://www.fabrikam.com Services Support Sites Content databases Zones and URLs Database settings: Target size per database = 200 gigabytes (GB) Database settings: Target size per database = 200 gigabytes (GB) Site size limits per site = 30 GB Reserved for second-stage recycle bin = 10% Maximum number of sites = 6 Site level warning = 5 Database settings: Target size per database = 175 gigabytes (GB) Site size limits per site = 1 GB Reserved for second-stage recycle bin = 15% Maximum number of sites = 180 Site level warning = 150 Database settings: Content deployment Target size per database = 200 GB Storage quota per site = 5 GB Maximum number of sites = 40 Authoring and Staging site collections hosted in dedicated databases Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URL Zone Load-Balanced URL Intranet http://intranet Intranet http://teams Intranet http://my Intranet http://partnerweb Internet http://www.fabrikam.com Default https://teams.fabrikam.com Default https://my.fabrikam.com Default https://remotepartnerweb.fabrikam.com Zone Team Sites Zone Self-Service Sites Intranet http://teams/sites/Team1 http://teams/sites/Team2 http://teams/sites/Team3 Intranet http://my/personal/User1 http://my/personal/User2 http://my/personal/User3 https://teams.fabrikam.com/sites/Team1 https://teams.fabrikam.com/sites/Team2 https://teams.fabrikam.com/sites/Team3 Default Default https://intranet.fabrikam.com Extranet https://partnerweb.fabrikam.com Zone Published Intranet Sites Intranet http://intranet http://intranet/hr http://intranet/facilities http://intranet/purchasing Policies https://intranet.fabrikam.com https://intranet.fabrikam.com/hr https://intranet.fabrikam.com/facilities https://intranet.fabrikam.com/purchasing https://my.fabrikam.com/personal/User1 https://my.fabrikam.com/personal/User2 https://my.fabrikam.com/personal/User3 Partner Web Sites http://partnerweb/sites/Project1 http://partnerweb/sites/Project2 http://partnerweb/sites/Project3 Default Zone Load-balanced URL— Administrative Intranet http://fabrikamsite Default https://fabrikamsite.fabrikam.com https://remotepartnerweb.fabrikam.com/sites/Project1 https://remotepartnerweb.fabrikam.com/sites/Project2 https://remotepartnerweb.fabrikam.com/sites/Project3 Extranet Default Default Zone Intranet https://partnerweb.fabrikam.com/sites/Project1 https://partnerweb.fabrikam.com/sites/Project2 https://partnerweb.fabrikam.com/sites/Project3 Policies Zone Policies Zone Intranet Partner accounts = Deny All Intranet Partner accounts = Deny All Default Partner accounts = Deny All Default Partner accounts = Deny All Default Partner accounts = Deny All Zone Policies Partner accounts = Deny All Zone Policies None © 2011 Microsoft Corporation. All rights reserved. To send feedback about this documentation, please write to us at ITSPdocs@microsoft.com. Policies Internet All users = Deny Write Intranet Authors = Full Control Testers = Deny Write Default Zone Intranet Authors = Full Control Testers = Deny Write
  • 12. Case study - NHS Health and Social Care Information Centre Intranet Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 13. Background • NHS IA (1999) • CfH (2004) • IC (2004) • HSCIC (2013) Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 14. IC = Information Centre • Traditionally Microsoft-focussed IT department • Considered Plone in 2006 • Consultancy to prototype simple Plone portal, primarily for internal comms. and file-sharing • Didn’t really gain momentum - perhaps too early • Ultimately superseded by SharePoint 2007 Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 15. CfH = Connecting for Health • Adopted Plone internally for public web sites in 2009 • Original code developed in-house • Netsight contracted to provide ongoing support and development • Approx. 30 days per annum • Contract still in place today Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 16. CfH + IC → HSCIC • NHS in UK has undergone radical change during recession • Merger of CfH (using Plone for web sites) and IC (using SharePoint for information portal) late 2012 • Major re-structuring of both departments • Result = HSCIC (Health and Social Care Information Centre) Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 17. New portal required • SharePoint 2007 feels like ‘old technology’ and content becoming out of date • Complete review of information architecture • Desire by IC to consider non-Microsoft technology after success (and relative costeffectiveness) of Plone-based public web sites • Portal should be one central point for communicating merger of both departments Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 18. Initial consultancy • 3rd party contracted to engage stakeholders and assess business requirements • Recommended SharePoint 2010 • Likely costs substantially higher than available budget • IC convinced that SharePoint ‘too broad a solution’ Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 19. Netsight consultancy • Further on-site engagement with stakeholders • Upon review, 75% of content deemed unnecessary for launch • Approx. 20% of original ‘features’ identified to fulfil 80% of requirements for launch • Resulting proposal focused on core content and core functionality; technology agnostic Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 20. Waterfall vs Agile • List of desired features priced up as waterfallstyle project - still too expensive • Discussed iterative agile approach (prioritisation) • Short timescale for build and content entry • Focus on having something workable for ‘day one’ • HSCIC agree this is viable and commit to 60 days of our time Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 21. ‘Day one’ functionality • Engaging homepage and interface; usable navigation • One place to access all web-based tools/services • News, blogs and forums support internal comms. • Easy access for c. 2000 users (using single sign-on) • Content subscription and email alerts important • Department-specific content and IA Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 22. Document management • Plone is a great web CMS; SharePoint is a reasonable DMS (Microsoft Office integration etc.) • Why not retain existing SharePoint for document management..? • SharePoint search can be initiated from Plonebased intranet • SSO makes it easy to move between sites + shared user profiles Adopting Open Source Software within the corporate ICT strategy London 5th December 2013
  • 23. Thanks matth@netsight.co.uk http://www.netsight.co.uk/slides Adopting Open Source Software within the corporate ICT strategy London 5th December 2013