IBM Portal Content Management Capabilities

IBM Software Group

Managing Content in Portal
Discovering the value of IBM WebSphere Portal V6.1

An IBM Proof of Technology

© 2008 IBM Corporation

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


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


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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.”


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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


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


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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


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Customer sites
● Search for allinurl: quot;wps wcm“ returns 156,000 hits
● Specific samples
● www.JnJ.com


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Agenda
4 Business Drivers
4 Sample sites
4 Content Metadata
4 Design Components
4 Tasks and Roles
4 Authoring
4 Lifecycle
4 Presentation
4 Deployment
4 Delivery
● Lab


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


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.


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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


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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


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=quot;DisplayImage“ …/>
(Profile) (Profile) …
(Content Properties) (Content Properties - ATNews) <IDCmpnt … field=quot;titlequot;/>
…
Content Content <Element key=“Summaryquot; … quot;/>
• 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)


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


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


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


TechWorks

Agenda
4 Business Drivers
4 Sample sites
4 Content Metadata
4 Design Components
4 Tasks and Roles
4 Authoring
4 Lifecycle
4 Presentation
4 Deployment
4 Delivery
● Lab


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


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)


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


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


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


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Other RTEs
● Ephox

www.Ephox.com


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Other RTEs Continued
● Tiny MCE

● FredCK

● See WCM Wiki entry
4Replacing the out of the box rich text editor (Samples)


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Authoring Template with Documents(files) in Folders
● Departmental Example ● Treeview
4 See New Site Wizard 4 Described in following charts


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


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


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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.


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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


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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


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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


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


TechWorks

Configuration
● Create custom workflow action via Authoring Portlet
4Assign to workflow stage in same manner as any of the out-of-box actions


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


TechWorks

Web Content Management Environments

Minimum Two-stage environment

Three-stage environment


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Sample Authoring Environment


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Sample Local Rendering Architecture


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Sample Remote Rendering Architecture


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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


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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


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


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


TechWorks

Agenda
4 Business Drivers
4 Sample sites
4 Content Metadata
4 Design Components
4 Tasks and Roles
4 Authoring
4 Lifecycle
4 Presentation
4 Deployment
4 Delivery
● Lab


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

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
relationships

Content Designer New
8. Configure Portlet to display content


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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


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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


TechWorks


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
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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.


IBM Portal Content Management Capabilities

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