Managing Content In Portal Wcm

TechWorks Presentation objectives ● After completing this presentation, you should be able to: 4 Describe the Business drivers for using Web Content Management (WCM) 4 Identify sample sites that illustrate Web Content Management functions 4 Identify content types, metadata and design components 4 Understand ease of use patterns for content rendering and authoring 4 Describe the Web Content Management capabilities to manage and deliver content © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 2

TechWorks Agenda ● Value of Web Content Management 4 Business Drivers 4 Sample sites ● Capabilities of Web Content Management 4 Content Metadata 4 Design Components 4 Portal and non-Portal sites 4 Tasks and Roles 4 Authoring 4 Lifecycle 4 Presentation 4 Deployment 4 Delivery ● Lab © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 3

TechWorks Why do you need Web Content Management? ● ● Keep your site current Easier, distributed administration 4 Accurate, approved, interesting 4 Separation of site design, content contribution and site administration 4 Easy for Knowledge workers 4 maintain content In-Line content contribution 4 Syndication 4 Approval Process 4 Management of content for traditional web 4 Consistent Presentation site and/or portal site 4 Secured 4 Re-use content and components, across ● pages, sites and time Remove Content Chaos 4 Content automatically Publishes/Expires on a Date 4 Maintained by Content Owners 4 Versions are Maintained and can easily be restored 4 Multiple ways to View the same Content § Maintain once, view many places ● Bringing visitors back 4 Fewer clicks to find relevant content 4 Easy to navigate 4 Personalized 4 Links to other parts of the site 4 Less time to find what visitor is looking for © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 4

TechWorks Business Needs Addressed by Portal Accelerators “I need to track my organization's “I need to deliver goals and performance against them “I need my low touch or no to more effectively drive results” teams to work touch processing of together more transactions – to effectively and customers, efficiently, while partners, or easily accessing employees.” relevant corporate “I need a flexible IT applications” platform where I can pick and choose “I need to increase the those key value of my website capabilities needed by delivering real- for delivering my time, personalized portal intranet, data based on user extranet, or internet attributes” site.” © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 5

TechWorks IBM Content Accelerator 6.1 Helps customers keep websites up-to-date, accurate and in control. This solution delivers faster time-to-value, lowers operational costs, and improves the way in which companies do business through the web. • Speeds time to market by enabling Authoring companies to rapidly build portal-based sites • Improves communications by Work Flow enabling users of all skill level to create, Delivery maintain, and deploy web content • Optimizes web experiences through advanced personalization and search • Improves efficiency by reducing the time it takes to get changes/content to Integration Management the web. + Enterprise + Web Content Collaborative Document Management Management Search © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 6

TechWorks Lotus Web Content Management Sample Portal Site May be installed via config task configure-express See InfoCenter at http://publib.boulder.ibm.com/infocenter/wcmdoc/v6r0/topic/com.ibm.lotus.wcm.doc/install/win_inst_wp.html Jumpstart Sample: Intranet and Internet Virtual Portal sites ● Provides out of the box content types such as announcements, essential links, news, products, FAQs, etc. ● Managed Inline Editing ● Workflow and Versioning ● E-mail alerts on workflow ● Can be used with Site Wizard to create new Virtual Portal sites © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 7

TechWorks New Site Wizard ● Create Portal Sites On Demand 4The New Site Wizard lets users create their own portal sites 4Apply the look and feel that they want 4Without portal development or programming skills, or administrator ● Available on Portal Catalog © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 8

TechWorks Customer sites ● Search for allinurl: \"wps wcm“ returns 156,000 hits ● Specific samples ● www.JnJ.com © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 9

TechWorks Web Content Meta-data General News Education Financial guides Sports Events Sales Products IT Announcements Marketing Press release Home Summary Our Company Press Release Detail Services Meeting room Locations Location Image About News Image Authoring templates are used to populate content metadata © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 11

TechWorks Web Content Artifacts Presentation Template ● Authoring Templates define content attributes(elements), Components properties, and other metadata such as categorization, workflow, Elements security and history Authoring Template ● Components are reusable design items. ● Presentation Templates reference Authoring Template Elements ● A Portlet or a Web Page will render content using a Presentation Template or Portlet(s) or Web Page design Component. © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 12

TechWorks Dynamic Component Assembly ● Pages/portlets are built dynamically, every time a user visits a page, in order to deliver up-to-the-second, personalized content ● Web Content Management components/elements are configurable, reusable objects © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 13

TechWorks Web Content Design Components ● Content is assembled Menu Presentation template using design Components that: 4 Filter and order (Menu, Personalization) 4 Provide Navigation (Link/Navigator) 4 Reference meta data (News Title attribute) 4 Format display (Presentation Template) Link News Title © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 14

TechWorks Separation of content from presentation Authoring Template Content Presentation Template News example News example News example (ATNews) (News2) (PTNewsDetail) Identification Identification <html> • Name • Name: News2 … • Title • Title: What is new with IBM … <Element key=\"DisplayImage“ …/> (Profile) (Profile) … (Content Properties) (Content Properties - ATNews) <IDCmpnt … field=\"title\"/> … Content Content <Element key=“Summary\" … \"/> • Summary • Summary: There are many impro… … • Body • Body: Rapidly manage intranet, … </html> • Confidential • Confidential: External Use • DisplayImage Permitted • DisplayImage: (Workflow: StandardWorkflow) SiGeSilconGermanium.jpg (Access) (History) (Workflow: StandardWorkflow) (Access) (History) • Create content based on type (Authoring Template) • Many content type(s) may be used • Types are matched to presentation based on usage (ie. Site or context) © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 15

TechWorks Non-Portal and Portal Sites Non-Portal sites require: Portal includes: ● ● Look and Feel and Look and Feel Framework ● Framework allows for 4 Presentation templates multiple contexts on one 4 Site Area hierarchy page defines navigation 4 Rendering portlet ● Limited to single 4 Authoring portlet context ● Administration ● Tools 4 Security 4 Personalization 4 Site Wizard 4 Search © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 16

TechWorks Site Construction ● Steps to Create content Based Portlet/Site Task Performed by Frequency Content Designer Once 1. Create a Library Content Designer Seldom 2. Create a Workflow Content Manager Infrequent 3. Create a Site Structure Content Designer Once per content Type 4. Create Authoring Template 5. Create Display components Content Designer Infrequent (Presentation Template and Menu Component) Content Owner Frequently as needed 6. Create Content 7. Configure Content and Display Content Designer Once per Site/Site Area relationships Content Designer Once per portlet 8. Configure Portlet to display content © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 17

TechWorks Repository is organized into Libraries ● Java Content Repository (JCR) JCR Repository ● Contains Libraries 4 Typical organization is a shared Design Library with separate Design Library Content Libraries for various sites Presentation Template or parts of the site. Authoring Template ● Libraries Components 4 Have separate security 4 Can reference content or Content Library 1 components in other libraries Site Structure 4 Are the syndicated to Delivery or Content other Web Content Management Elements Content Library 2 environments Site Structure Content Elements © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 18

TechWorks Authoring Template Attributes/Elements 4Component Reference – reference to another component (menu, taxonomy, etc.) 4Date & Time 4Federated Content - links to Elements content stored in DB2 Content Manager 4File Resource – attachment 4HTML – HTML code Order and edit elements 4Image – JPG/IMG/BMP 4JSP – Java Server Page 4Link – managed internal or external link 4Number 4Option Selection – single/multiple 4Rich Text 4Text 4Short Text 4User Selection © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 20

TechWorks Authoring Template Element controls 1 1. Mandatory and hidden fields 2 2. Format appearance, specific for each element type 3 3. Define validation rules, specific for each element type (size, offsets for dates, file types, etc.) 4. Field level authoring access 4 control 5. Field help text 5 6. Add more control through custom Java™ Server Page 6 (JSP) © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 21

TechWorks Rich Text Content ● Content authors need free form text and images to publish News or Press Release on company internal and external sites. Content author’s have little Web publishing knowledge but are familiar with Microsoft® Word user interface. Authors may need to copy/import from existing word documents to populate Rich Text Editor (RTE) fields. Display mode Edit mode © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 22

TechWorks Rich Text Editor (RTE) ● Out of the box ● Features 4 More control over tables when using the Rich Text Editor § Ability to control table headers § Add color or styles to alternating rows § Utilize styles for table templates to retain consistency across web pages 4 Enhanced and simplified the link picker dialog 4 Enhanced and simplified the image picker dialog § New image control options for layouts § Improved dialogs for easily finding / adding images § Automatically add images to library as components and grant access control © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 23

TechWorks Configure RTE § Globally for the Authoring Portlet ● For and RTE element in Authoring Template – Affects all RTE Fields in Authoring Portlet 4To affect single element © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 24

TechWorks Other RTEs Continued ● Tiny MCE ● FredCK ● See WCM Wiki entry 4Replacing the out of the box rich text editor (Samples) © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 26

TechWorks Authoring Template with Documents(files) in Folders ● Departmental Example ● Treeview 4 See New Site Wizard 4 Described in following charts © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 27

TechWorks Scenario for Documents as a content type 1. Organize documents as content with in Folders (Site Areas) 5 2. Edit, Create and Upload file from Desktop into Repository using an Authoring Template and Inline edit 3. Create new folders using Site Area creation setting on content 4. Reference in other content using Link in RTE 5. Menus or rules to list content 1 5 2 3 2 2 4 © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 28

TechWorks Organize documents with in Folders ● Folders = Site Area ● All folders under single (root) site area ● Default content set to root ● Mappings for Folder and Document (Assets) Authoring to presentation templates Folder Content Document Content © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 29

TechWorks Folder Authoring Template ● Folder Authoring tool to Create New Folder content and site area under selected folder ● Simple authoring form 4 Only folder title and description are required all other attributes are preset and hidden. 4 Name field is generated. 4 Component references standard Menu component. © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 30

TechWorks Asset Authoring Template ● Minimal attributes on Asset 4 File 4 Summary 4 Body ● Other attributes may be added if needed ● Categorization of documents can also be added using Profile section © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 31

TechWorks Presentation components ● Folder Tree navigation 4 Uses Treeview (http://www.treeview.net/) JavaScript™ to render expandable site tree ● Folder Presentation 4 Renders list of assets in folder via Menu ● Asset Presentation 4 Detail of asset including link to download or view document, file size and mimetype © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 32

TechWorks Content Approval Process Site User Author Views Views News News News News Item Item Draft Ready for Preview Previews Previews Approver and and Receives Receives approves approves Email Email or or Opens from Opens from list of Drafts list of Drafts © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 33

TechWorks Custom Workflow Actions ● Allow for custom code to be invoked as part of the WCM workflow process 4Go beyond out-of-the-box actions ● WCM APIs available for use ● Implemented via the Eclipse Plug-in framework integrated into WebSphere® Application Server © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 34

TechWorks Configuration ● Create custom workflow action via Authoring Portlet 4Assign to workflow stage in same manner as any of the out-of-box actions © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 35

TechWorks Web Content Management capabilities ● Functionality to manage content from creation to delivery ü Ease of Use for ü Approval process ü Contextual ü Syndication ü Secured content owners presentation of ü Notification ü High Availability ü Personalized content ü Separation of ü Publication ü Searchable ü Reusable design content from ü Expiration ü Caching for presentation components Performance ü Customized ü Metadata ü Dynamic ü Multilingual ü Managed Links ü Preview © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 36

TechWorks Web Content Management Environments Minimum Two-stage environment Three-stage environment © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 37

TechWorks Deployment scenarios Quickr + Portal + Connections Dispatcher HTTP Server HTTP Server WebSphere WebSphere Lotus®Quickr Lotus WebSphere 6.1 Portal Server Lotus Portal Server 6.1 Quickr™ 6.0.1.1 on Portal Portal Server 6.1 WCM Connections WCM 6.1 on Portal 6.0.1.1 WCM 6.1 Deployment Deployment Deployment Manager Manager Manager Database Server Directory Server WP 61 Conn WP 6.0 DB DB DB Quickr JCR 61 DB DB © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 41

TechWorks Multi-lingual framework Site users browse the appropriately rendered localized site ●WCM can store, manage and Base locale A Localized deliver high value multi-lingual web library library sites Base Locale Library Localized Library ●Whitepaper and sample code A A available B C X B C ●New APIs were added to make D E D E Y this solution more complete Workflow Code Workflow driven localization process © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 42

TechWorks First steps ● Install Portal configure WCM ● Configure Express sample ● Install Site Wizard ● End to End and/or POT labs ● Read Best Practices Guide/wiki ● Start with small containable site ● Apply expertise to your first large project 4 Information Architecture 4 Environment set up 4 Design components 4 Library Partitioning 4 Tuning 4 Migration ● Enroll in Education © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 43

TechWorks Keep up to date, participate in the community! ● Web Content Management Best Practices Wiki 4 Collaborative sharing of best practices 4http://www-10.lotus.com/ldd/portalwiki.nsf ● Lotus Support Technical Exchange Open Mics and Webcasts 4 Recorded presentations, Q&A 4http://www-1.ibm.com/support/docview.wss?rs=899&uid=swg27011126#scheduled ● Bookmark Link to Info center 4http://publib.boulder.ibm.com/infocenter/wcmdoc/v6r0/index.jsp ● Portal Technical conference 4When: October 13 - 16, 2008 4Where: Renaissance Nashville Hotel, Nashville, Tennessee § Register: ibm.com/training/us/conf/portal © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 44

TechWorks Lab overview - End to End – Content in Portal ● Steps to Create content Based Portlet Task Performed by New or Reuse Content Designer New 1. Create a Library Content Designer Reuse 2. Create a Workflow Content Manager Copy 3. Create a Site Structure Content Designer Reuse 4. Create Authoring Template 5. Create Display components Content Designer Reuse/Copy (Presentation Template and Menu Component) Content Owner New 6. Create Content 7. Configure Content and Display Content Designer Reuse relationships Content Designer New 8. Configure Portlet to display content © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 46

TechWorks Lab - News Portlet 2. Select Link back to News home 1. Select title to see detail 3. Use New article link to add more news items © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 47

TechWorks Presentation summary ● You should now be able to: 4 Describe the Business drivers for using Web Content Management 4 Identify sample sites that illustrate Web Content Management functions 4 Identify content types, metadata and design components 4 Understand ease of use patterns for content rendering and authoring 4 Describe the Web Content Management capabilities to manage and deliver content © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 48

TechWorks Reference materials ● WebSphere Portal Wiki 4 http://www-10.lotus.com/ldd/portalwiki.nsf ● Portal Zone on developerWorks 4 http://www-128.ibm.com/developerworks/websphere/zones/portal/ ● Portal Business Solutions Catalog 4 http://catalog.lotus.com/wps/portal/portal ● WebSphere Portal Product Information 4 http://www-306.ibm.com/software/websphere/portal/ ● WebSphere Portal Information Center 4 http://www.ibm.com/developerworks/websphere/zones/portal/proddoc.html ● Self-Help Central for Portal 4 http://www.ibm.com/support/docview.wss?rs=688&uid=swg21283691 ● Migration Central for Portal and Web Content Management 4 http://www-1.ibm.com/support/docview.wss?rs=688&uid=swg21296071 ● IBM® Software Events 4 http://www.ibm.com/software/sw-events/ © Copyright IBM Corporation 2008. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. This information is based on current IBM product plans and strategy, which are subject to change by IBM without notice. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. © 2008 IBM Corporation Discovering the value of IBM WebSphere Portal 6.1 - Managing Content in Portal 50

Managing Content In Portal Wcm

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