Amplexor Customer Experience Management seminar Technical overview Euroclear case by Ruben Thys

1. The Euroclear project :
A technical overview
Ruben Thys

2. Ruben Thys
WCM Consultant
ruben.thys@amplexor.com

4. Before 2013
Euroclear website platform
CMS
-
Management web content (text)
Newsletter Management
Integration with internal services
User Management (CMS)
Web Portal
-
Presentation of webpages
User management (Website)
Management of webcontent (banners)
Workflow
Integration with internal services
Integration with external services
(e.g. CRM)

5. After 2013
Euroclear website platform
1 SOLUTION – FOCUS ON CORE FUNCTIONALITIES
- ALL web content managment
- Composition of content, pages
- Digital Asset Management
- Workflow
- User Management
Adobe AEM
- Integration with internal services
(e.g. Mainframe DB)
- Integration with external services
(e.g. CRM, Email Marketing tool)

6. Before & after
5
New ways of working

7. 1 complexity
different user-interfaces
Web Portal
CMS
User
Documentation

8. CMS
Content

9. Web Portal
publish
render

10. Content Management in AEM
Creating a ‘our history’
page within the ‘About’
section of the Euroclear
marketing website

12. Lesson learned
Define clear responsibilities of each
component in your platform
content
management document
management
search
user management
CRM
AVOID
using overlapping
functionalities
from different
systems

13. 2 Deploying new
functionality
Deployment risks
~ Risk of breaking things

14. Developing new functionality using AEM
DEV1
DEV2
DEV3
DEV4
Version control (SVN)
Build server
DEV
Continous Integration

15. Keeping environments in sync
production production 2
development
test
content
content
content
content
code
code
code
code
config
config
config
config

16. Package manager

17. What is a ‘package’ ?
New-Euroclear-release-v1-2-3.zip

18. Package manager

19. Deploying a new release using
AEM

20. OSGi : deploying on the fly

21. Lesson learned
When you develop a new system, think
about how you will roll-out new features
(and keep environments in sync).
Once your project is
up-and-running,
DEV & TEST environments
are equally important

22. 3 Integrating services
> 150.000 documents
> 60.000 users
Mainframe databases
Email Marketing application
CRM application
…

23. Integrating
documents
Business critical
information

24. Documents coming
from existing
applications

25. Metadata of
documents should
be automatically
extracted

26. Metadata extraction
of some documents
need manual
intervention

27. Integration of documents using
AEM
Extensible &
open
Workflow
engine
Automatic
metadata
extraction
Digital Asset Manager

28. Lesson learned
The Adobe AEM build-in workflow is no fullblown workflow product. Use it carefully and
only for content that is related to your website.
Adobe AEM is no
workflow software

29. 4 Non functional
requirements

31. Security

34. How did we do it ?
It’s no secret

36. Lesson learned
Rely on out-of-the-box security
Check product documentation !

37. Reliability

38. Weekly reports (last week)

39. Clustered setup
Publish 1
Author
Publish 2

40. Clustered setup
Publish 1
Author
Publish 2

41. Clustered setup
Publish 1
Author
Publish 2

42. Clustered setup
Publish 1
Author
Publish 2
Author failover
Publish failover

43. Lesson learned
If you réally require 99.9%, be
serious about it.
Setup a clustered environment
Select a product that
enables clustering
out-of-the-box

44. 5 (user) data management

45. Registration / Login

46. Subscriptions / Saved Searches

47. Subscriptions / Saved Searches

48. User data
User information (e.g. address)
Saved searches
Bookmarks
Subscriptions
User preferences
Security roles & rights

49. Publish 1
Author 1
Publish 2

50. ??
?
Publish 1
Author 1
Publish 2

52. For each piece of data determine which
environment ‘owns’ the most up-to-date
version!

53. Lesson learned
Determine which environment is
MASTER of which piece of data
Extra caution when workin
in a clustered environmen

54. 1
2
3
4
5
Platform complexity
Deploying new functionality
Integrating services
Non functional requirements
Data management

55. Ruben Thys
WCM Consultant
ruben.thys@amplexor.com