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Gilbane SF - Web Content Management Customization


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Strategies for Web Content Management System customizations. Best practices and common pitfalls.

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Gilbane SF - Web Content Management Customization

  1. 1. May 10 th , 2007 WCMS Customization. Best Practices. Prepared by: Irina Krasteleva WCMS Lead Analyst, CGI
  2. 2. INTRODUCTION <ul><li>Irina Krasteleva </li></ul>@krasteleva <ul><li>Lead Analyst for CGI Information Management Practice </li></ul><ul><li>In WCMS development since 2001 </li></ul><ul><li>Open source and enterprise platforms </li></ul><ul><li>Various implementations for private, non-profit and government clients </li></ul>
  3. 3. CUSTOMIZATION <ul><li>WCMS Customization – development work to implement a functionality that is not provided by CMS out of the box. </li></ul>Image source: Flickr
  4. 4. Customization Example: Metadata Manager <ul><li>Very unique requirements for metadata </li></ul><ul><li>Selected CMS platform offers basic support for page metadata </li></ul>
  5. 5. Customization Example: Metadata Manager
  6. 6. Before we start… <ul><li>Planning Phase </li></ul><ul><li>Requirements analysis must - should - could </li></ul><ul><li>Proper CMS evaluation process </li></ul><ul><ul><li>What is offered out of the box </li></ul></ul><ul><ul><li>What are the limitations </li></ul></ul><ul><ul><li>What is require a customization </li></ul></ul>
  7. 7. Before we start… <ul><li>Be ready to do custom work with selected CMS platform </li></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><li>Development API </li></ul></ul><ul><ul><li>Ability for customization </li></ul></ul><ul><ul><li>Limitation of CMS </li></ul></ul><ul><ul><li>NOT EVERYTHING CAN BE DONE WITH CMS CUSTOMIZATION! </li></ul></ul>
  8. 8. Types of CMS Customization User Interface Customization <ul><ul><li>Functional </li></ul></ul><ul><ul><li>Customization </li></ul></ul>
  9. 9. User Interface Customization <ul><li>Custom Help Menus </li></ul><ul><li>Custom Editorial Navigation </li></ul><ul><li>Custom Admin Page </li></ul><ul><li>And many more… </li></ul>
  10. 10. Common Areas for Customization <ul><li>Workflows </li></ul><ul><ul><li>Custom tasks in the workflow process </li></ul></ul><ul><li>Templates </li></ul><ul><ul><li>Advance templates </li></ul></ul><ul><ul><li>Navigation </li></ul></ul><ul><li>Integration with third-party tools </li></ul><ul><ul><li>Search </li></ul></ul><ul><ul><li>Web Analytics tools </li></ul></ul><ul><ul><li>Document Management Systems </li></ul></ul>
  11. 11. Common Areas for Customization <ul><li>Content Migration </li></ul><ul><ul><li>Custom development to optimize content migration process </li></ul></ul><ul><ul><li>Execution of content migration procedures </li></ul></ul>
  12. 12. <ul><li>CUSTOM DEVELOPMENT </li></ul>
  13. 13. Back again to planning… <ul><li>Technology </li></ul><ul><ul><li>Company standards. Preferences of your technical team. Windows vs Linux, Java / PHP / .NET and etc… </li></ul></ul><ul><li>Development interface </li></ul><ul><ul><li>CMS custom interface for development </li></ul></ul><ul><ul><li>Integration with standard development environment: Eclipse, Visual Studio </li></ul></ul><ul><li>What API is offered for custom development </li></ul><ul><ul><li>Language </li></ul></ul><ul><ul><li>Areas for customizations </li></ul></ul>
  14. 14. Development types <ul><li>Following development standards </li></ul><ul><ul><li>Plugins </li></ul></ul><ul><ul><li>Extensions </li></ul></ul><ul><ul><li>Areas for custom code, or call custom applications </li></ul></ul><ul><li>Hacks and tricks </li></ul><ul><ul><li>UI tweaks, JavaScript / AJAX </li></ul></ul><ul><li>Re-building core functionality (for open source solutions) </li></ul>
  15. 15. Development Communities <ul><li>Community </li></ul>Technology Community
  16. 16. SUMMARY @krasteleva <ul><li>Choose your CMS wisely to minimize the number of customization </li></ul><ul><li>Choose the right technology and development API for your team </li></ul><ul><li>Always follow CMS standards for customization </li></ul><ul><li>Offer User Interface Customization for your editors </li></ul><ul><li>Common Customizations are </li></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>Templates </li></ul></ul><ul><ul><li>Third party integration </li></ul></ul><ul><li>Pay attention to Content Migration </li></ul>