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JOURNEY FROM 4.9 TO 6.7.4  HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPESAlthea McMillian and Alem Areki     U...
JOURNEY FROM 4.9 TO 6.7.4  HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPES• Our Cascade History• Moving From Ta...
• Coming from ISPIN our “home                                                 •    Summer 2010 (Artemis – Single source   ...
Our Cascade History: Background• Coming from ISPIN our “home grown”  CMS• Cascade 4.9 install (fall 2006)
• Coming from ISPIN our “home  grown” CMS• Cascade 4.9 install (fall 2006)    2006                2007            2008    ...
Our Cascade History: Background          Small Team
Our Cascade History: Background    Skills We Had To Learn
Our Cascade History: Learning Curves Resources   •   Hannon Hill Consultants   •   Hannon User Conference Tips   •   Casca...
Our Cascade History: Environment      • Web Server Architecture
Internet               Load BalancerWeb Server 1    Web Server 2     QA Web                                 Server        ...
Internet              Isolated from                 Internet                      Test Cascade     QA Web             Serv...
Our Cascade History: Environment      • Web Server Architecture      • Cascade Folder Structure and Web        Server Fold...
Our Cascade History: EnvironmentCascade Folder Structure   Web Serv er Folder Structure
Our Cascade History: BackgroundBUSINESS SCHOOL SITE – OUR FIRST SITE
• Coming from ISPIN our “home   grown” CMS • Cascade 4.9 install (fall 2006)                 • Completed Business         ...
Our Cascade History: Background Centralized Common Images
Base Folder              _common_                         images                                         promo-image.jpg  ...
Apache HTTPD Web ServerAlias Magic in the httpd.conf file  Alias /_common_/ /WWW/external/alias/common/  <Directory /WWW/e...
Cascade Server – Targets (folder) setup DiagramBase Folder                    Configuration                               ...
• Coming from ISPIN our “home   grown” CMS • Cascade 4.9 install (fall 2006)                 • Completed Business         ...
Our Cascade History: BackgroundManagement Requests - Quickly and Efficiently
Our Cascade History: Background   Apply new design (KP1)
Our Cascade History: BackgroundApply new design (KP1 & KP2)
Secondary Template Data Definition
• Coming from ISPIN our “home                                              •   Summer 2010 (Artemis – Single source   grow...
Moving from Targets to Sites
Moving from Targets to Sites: Why? • Targets (implied sites as cascade   folders) are confusing and hard to   manage • Sit...
Moving from Targets to Sites: Why?
Moving from Targets to Sites: Why? •   Better management of roles/permissions •   Individual recycle bins •   Cross site l...
• Coming from ISPIN our “home                                                 •    Summer 2010 (Artemis – Single source   ...
Moving from Targets to Sites: How?Planning• How much time for planning• What did planning consist of  •   Risks  •   Speci...
Moving from Targets to Sites: How?        Proof of Concept
Moving from Targets to Sites: How?   Proof of concept   • Copied live database to test db
Internet              Isolated from                 Internet                      Test Cascade     QA Web             Serv...
Moving from Targets to Sites: How?  Proof of concept  • Copied live database to test  • Used Site Migration Wizard with a ...
Base Folder              _common_                         images                                         promo-image.jpg  ...
Moving from Targets to Sites: How?First we converted the_common_ folder to the_assets site site
Moving from Targets to Sites: How? Global Area (old)    Sites (new)
Moving from Targets to Sites: How?Convert _common_ folder to _assets site
Moving from Targets to Sites: How?  Deploy our concept  • Created _assets site  • Create global templates  • Create global...
Moving from Targets to Sites: How?                                                      Configuration                     ...
Moving from Targets to Sites: How?  Deploy our concept  • Created _assets site  • Create main templates  • Create global c...
Moving from Targets to Sites: How?Site Migration Inventory and   Checklist
Configuratio              Content types     n sets       Templates Site-1 Site-2                          .               ...
Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy
Moving from Targets to Sites: How? User Group/Permission Strategy
Moving from Targets to Sites: How? User Group/Permission Strategy
Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy• Implemented 100+ Google Analytics ...
Moving from Targets to Sites: How?Google key – Structure Data Definition
Moving from Targets to Sites: How?    Google key – Index Block
Moving from Targets to Sites: How?Google key - Data Definition Block
Moving from Targets to Sites: Post                        Migration        Targets (Before)                               ...
Moving from Targets to Sites: Post           Migration  • Increased efficiency  • Only use 1-2 templates. We have fewer co...
• Coming from ISPIN our “home                                                 •    Summer 2010 (Artemis – Single source   ...
Moving from Targets to Sites: Lessons Learned              Project Timeline
Moving from Targets to Sites: Lessons Learned  Site Migration Checklist - Time per Site
Moving from Targets to Sites:         Lessons LearnedHow do we access common images from our testsites?
Moving from Targets to Sites: Lessons Learned     Adjust Site URL to /_common_KP3
Apache HTTPD Web ServerAlias Magic in the httpd.conf file  Alias /_common_KP3/ /WWW/external/assets/  Alias /_common_/ /WW...
Moving from Targets to Sites:          Lessons LearnedHow do we access common images from our testsites?• Site migration w...
Moving from Targets to Sites: Lessons LearnedSite migration wizard slower on content heavy site
Other Success During This Journey  Streamlining Online and Print College Catalog  Publishing http://www.hannonhill.com/kb/...
Other Success During This Journey  Catalogs and Schedules
Other Success During This Journey  Streamlining Online and Print College Catalog  Publishing http://www.hannonhill.com/kb/...
Other Success During This JourneyFeatures, News and Press Releases
Other Success During This Journey    Faculty and Staff Bios
Q&A
THANK YOU  Althea McMillianamcmilli@richmond.edu     Alem Arekiaareki@richmond.edu
Images attributions:• Wilderness  http://www.8lickr.com/photos/42507736@N02/5044329063/• Industrial factory/smokestack  ht...
Cascade Server from 4.9 to 6.7.4: Migrating Sites and Controlling Template Types by Althea McMillian and Alem Areki
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Cascade Server from 4.9 to 6.7.4: Migrating Sites and Controlling Template Types by Althea McMillian and Alem Areki

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In the last 6 years, we have grown with Cascade Server. We’d like to share some of the Cascade lessons learned, our best practices and some tools and tricks that we have picked up along the way.

In this presentation we will cover:
-A little of our Cascade history
-Moving from targets to sites…why?
-Controlling our template type with structured data definitions and index blocks
-Building a permissions and workflow strategy
-Implementing more than 100 Google analytical keys with 1 XHTML/Data Definition Block
-Utilizing aliases and symbolic links for global assets (images, CSS and JavaScript)

In this presentation, we’ll share our growth with Cascade and how we’ve learned to roll over old site designs into a new Khoi Pond V3 design without affecting users and existing content.

Published in: Technology
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Cascade Server from 4.9 to 6.7.4: Migrating Sites and Controlling Template Types by Althea McMillian and Alem Areki

  1. 1. JOURNEY FROM 4.9 TO 6.7.4 HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPESAlthea McMillian and Alem Areki University of Richmond
  2. 2. JOURNEY FROM 4.9 TO 6.7.4 HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPES• Our Cascade History• Moving From Targets To Sites…Why?• Other Successes During This Journey• Q&A
  3. 3. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates • ~ 2 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets • ~ 10 Configuration Cascade • ~ 350 Contributors sets • ~ 60 sites • Cascade 6.7.4 • ~ 450 Contributors • ~ 100 Contributors • Article System V3 • Cascade 6.7.4 (CAS + eXistdb + PHP/XML) • Workflow/Permission • Workflow, no permission structure structure Team Our Cascade History: Background Time Line
  4. 4. Our Cascade History: Background• Coming from ISPIN our “home grown” CMS• Cascade 4.9 install (fall 2006)
  5. 5. • Coming from ISPIN our “home grown” CMS• Cascade 4.9 install (fall 2006) 2006 2007 2008 2009 2010 2011 2012 Our Cascade History: Background Time Line 2006
  6. 6. Our Cascade History: Background Small Team
  7. 7. Our Cascade History: Background Skills We Had To Learn
  8. 8. Our Cascade History: Learning Curves Resources • Hannon Hill Consultants • Hannon User Conference Tips • Cascade Server Default Examples • Knowledge Base / Discussion Forums / HiEd Cascade Mailing List
  9. 9. Our Cascade History: Environment • Web Server Architecture
  10. 10. Internet Load BalancerWeb Server 1 Web Server 2 QA Web Server Cascade Server Oracle Oracle DatabaseDatabase Server Server (Backup)
  11. 11. Internet Isolated from Internet Test Cascade QA Web Server & Server DatabaseOur Cascade History: EnvironmentCascade Test System Architecture
  12. 12. Our Cascade History: Environment • Web Server Architecture • Cascade Folder Structure and Web Server Folder Structure
  13. 13. Our Cascade History: EnvironmentCascade Folder Structure Web Serv er Folder Structure
  14. 14. Our Cascade History: BackgroundBUSINESS SCHOOL SITE – OUR FIRST SITE
  15. 15. • Coming from ISPIN our “home grown” CMS • Cascade 4.9 install (fall 2006) • Completed Business School Site • Article System V1 – Cascade asset pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL<?XSLT> <XML> Team Our Cascade History: Background Time Line 2006-2007
  16. 16. Our Cascade History: Background Centralized Common Images
  17. 17. Base Folder _common_ images promo-image.jpg Configuration Set 2-column- Metadata Set template www Data Definition 3 column- Page-1 template Configuration Set 2 column- Metadata Set template business Data Definition 3 column- Page-1 template Global Area - Cascade Server Configuration Setup Diagram
  18. 18. Apache HTTPD Web ServerAlias Magic in the httpd.conf file Alias /_common_/ /WWW/external/alias/common/ <Directory /WWW/external/alias/common> Order allow,deny Allow from all </Directory> Our Cascade History: Background Centralized Common Images – Alias Solution
  19. 19. Cascade Server – Targets (folder) setup DiagramBase Folder Configuration sets Templates Folder-1 Folder-2 . . . Folder-60Using the illustrated cascade structure we were able to build 60+sites quicklyHaving images and related assets in a common area also madethis easier
  20. 20. • Coming from ISPIN our “home grown” CMS • Cascade 4.9 install (fall 2006) • Completed Business School Site • Article System V1 – Cascade asset pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • Fall 2007 – Catalog in Cascade (3)<?XSLT> <XML> • Continue building sites in Cascade • ~ 60 sites • ~ 100 Contributors • Workflow, no permission structure Team Our Cascade History: Background Time Line 2006 - 2008
  21. 21. Our Cascade History: BackgroundManagement Requests - Quickly and Efficiently
  22. 22. Our Cascade History: Background Apply new design (KP1)
  23. 23. Our Cascade History: BackgroundApply new design (KP1 & KP2)
  24. 24. Secondary Template Data Definition
  25. 25. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • Fall 2007 – Catalog in Cascade (3)<?XSLT> <XML> • Continue building sites in Cascade • ~ 60 sites • ~ 100 Contributors • Workflow, no permission structure Team Our Cascade History: Background Time Line 2006-2010
  26. 26. Moving from Targets to Sites
  27. 27. Moving from Targets to Sites: Why? • Targets (implied sites as cascade folders) are confusing and hard to manage • Site are always changing (new designs, new navigation, etc.)
  28. 28. Moving from Targets to Sites: Why?
  29. 29. Moving from Targets to Sites: Why? • Better management of roles/permissions • Individual recycle bins • Cross site linking • Site Building and Revision Efficiency in Cascade
  30. 30. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets Cascade • ~ 350 Contributors • ~ 60 sites • Cascade 6.7.4 • ~ 100 Contributors • Article System V3 (CAS + eXistdb + PHP/XML) • Workflow, no permission structure Team Moving from Targets to Sites: When? Time Line 2006-2011
  31. 31. Moving from Targets to Sites: How?Planning• How much time for planning• What did planning consist of • Risks • Special sites • Special page • Google Key • Permission • Testing • To dos• How much time to do the migration• How many people
  32. 32. Moving from Targets to Sites: How? Proof of Concept
  33. 33. Moving from Targets to Sites: How? Proof of concept • Copied live database to test db
  34. 34. Internet Isolated from Internet Test Cascade QA Web Server & Server DatabaseMoving from Targets to Sites: How?Cascade Test System Architecture
  35. 35. Moving from Targets to Sites: How? Proof of concept • Copied live database to test • Used Site Migration Wizard with a few complex sites • Reviewed errors • Made necessary adjustments
  36. 36. Base Folder _common_ images promo-image.jpg Configuration Set 2-column- Metadata Set template www Data Definition 3 column- Page-1 template Configuration Set 2 column- Metadata Set template business Data Definition 3 column- Page-1 template Global Area - Cascade Server Configuration Setup Diagram
  37. 37. Moving from Targets to Sites: How?First we converted the_common_ folder to the_assets site site
  38. 38. Moving from Targets to Sites: How? Global Area (old) Sites (new)
  39. 39. Moving from Targets to Sites: How?Convert _common_ folder to _assets site
  40. 40. Moving from Targets to Sites: How? Deploy our concept • Created _assets site • Create global templates • Create global content types and configurations • Create sample pages
  41. 41. Moving from Targets to Sites: How? Configuration Content types set Template Base Folder Home-A Home-B Secondary
  42. 42. Moving from Targets to Sites: How? Deploy our concept • Created _assets site • Create main templates • Create global content types and configurations • Create sample pages Migrate main school sites (Course Catalog, WWW, Admissions, A&S, etc.)
  43. 43. Moving from Targets to Sites: How?Site Migration Inventory and Checklist
  44. 44. Configuratio Content types n sets Templates Site-1 Site-2 . . .Site-130 Moving from Targets to Sites: How? Migrate more than 130 sites
  45. 45. Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy
  46. 46. Moving from Targets to Sites: How? User Group/Permission Strategy
  47. 47. Moving from Targets to Sites: How? User Group/Permission Strategy
  48. 48. Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy• Implemented 100+ Google Analytics Keys with 1 HTML/Data Definition
  49. 49. Moving from Targets to Sites: How?Google key – Structure Data Definition
  50. 50. Moving from Targets to Sites: How? Google key – Index Block
  51. 51. Moving from Targets to Sites: How?Google key - Data Definition Block
  52. 52. Moving from Targets to Sites: Post Migration Targets (Before) Sites (After) Folder-1 site-1 Folder-2 site-2 . . . . . . site-130Folder-130 Configuration Content types sets Templates Configuratio Content types n sets Templates
  53. 53. Moving from Targets to Sites: Post Migration • Increased efficiency • Only use 1-2 templates. We have fewer content types and configurations • Permission strategy  clean structure • Produce new site skeleton (page types, nav, analytics keys) within minutes • Easily apply new design templates • Global changes can be applied everywhere fast
  54. 54. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates • ~ 2 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets • ~ 10 Configuration Cascade • ~ 350 Contributors sets • ~ 60 sites • Cascade 6.7.4 • ~ 450 Contributors • ~ 100 Contributors • Article System V3 • Cascade 6.7.4 (CAS + eXistdb + PHP/XML) • Workflow/Permission • Workflow, no permission structure structure Team Moving from Targets to Sites: Post Migration TIME LINE 2006-2011
  55. 55. Moving from Targets to Sites: Lessons Learned Project Timeline
  56. 56. Moving from Targets to Sites: Lessons Learned Site Migration Checklist - Time per Site
  57. 57. Moving from Targets to Sites: Lessons LearnedHow do we access common images from our testsites?
  58. 58. Moving from Targets to Sites: Lessons Learned Adjust Site URL to /_common_KP3
  59. 59. Apache HTTPD Web ServerAlias Magic in the httpd.conf file Alias /_common_KP3/ /WWW/external/assets/ Alias /_common_/ /WWW/external/alias/common/ <Directory /WWW/external/alias/common> Order allow,deny Allow from all </Directory> Moving from Targets to Sites: Lessons Learned Centralized Common Images – Alias Solution
  60. 60. Moving from Targets to Sites: Lessons LearnedHow do we access common images from our testsites?• Site migration wizard slower on content heavy site  our migration time estimates were low
  61. 61. Moving from Targets to Sites: Lessons LearnedSite migration wizard slower on content heavy site
  62. 62. Other Success During This Journey Streamlining Online and Print College Catalog Publishing http://www.hannonhill.com/kb/Users- Conference/2008/streamlining-catalog- publishing/index.html
  63. 63. Other Success During This Journey Catalogs and Schedules
  64. 64. Other Success During This Journey Streamlining Online and Print College Catalog Publishing http://www.hannonhill.com/kb/Users- Conference/2008/streamlining-catalog- publishing/index.html The Perfect Marriage: Cascade XML + Cascade Preview + Open Source XML Database http://www.hannonhill.com/news/conference/201 1/Videos-Index.html
  65. 65. Other Success During This JourneyFeatures, News and Press Releases
  66. 66. Other Success During This Journey Faculty and Staff Bios
  67. 67. Q&A
  68. 68. THANK YOU Althea McMillianamcmilli@richmond.edu Alem Arekiaareki@richmond.edu
  69. 69. Images attributions:• Wilderness http://www.8lickr.com/photos/42507736@N02/5044329063/• Industrial factory/smokestack http://commons.wikimedia.org/wiki/File:USAFM_c43-°©‐7.jpgImages are included for use in this presentation only. Other uses mayviolate image licenses

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