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© 2014 IBM Corporation
IBM Web Content Manager Best PracticesIBM Digital Experience Version 8.5 -Web Content Management
IBM Ecosystem Development
IBM Web Content Manager V8.0.0.1 Best Practices© 2014 IBM Corporation 2
IBM Software Group
Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
IBM Web Content Manager V8.0.0.1 Best Practices© 2014 IBM Corporation 3
IBM Software Group
Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Introduction● This tuning guide is provided with the xDx 8.5 materials as reference. Most best
practices and tuning concepts from 8.0.0.1 will apply to 8.5.● Best practices include
Best way to do accomplish tasks, particularly when there are many ways Standards that have been established through successful testing/usage Limitations of particular functions or procedures
● Paradigm shifts with new releases Best practices may change with a new version of WCM Important to understand how new or changed features/functions affect best practices
● Different target audiences for different types of best practices WCM infrastructure (non-functional--
deployment/infrastructure/migration/performance/troubleshooting)− target: system admins, web designers)
General and overall use of WCM (functional)− target: web designers
Developing to WCM− target: web designers, developers
Creating/using authoring environment− target: web designer, and content authors
● We also include here, best practices for demoing and selling WCM (target: Tech Sales)
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Introduction● This presentation is built so you can go back to it later for details and references
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Introduction● Portal and WCM are one product
License wise you can still decide to only use the portal part or the WCM part (for delivery)
● It integrates content and applications into one seamless user experience Content is pages, web content, images, videos, themes, styles Applications are additional services that you add to you page, e.g. commerce, marketing
campaigns, social, tax calculator, fight booking, … It is dynamic, can be customized by users or re-act to rules and provided targeted content Multi-channel delivery
● It empowers business users to maintain their site or their part of the site Gives them speed and agility: they can update the site in minutes, see the site as if their changes
would be live, have them reviewed and approved and published to the production server They are in control of the content and the publishing process as well as resolving issues that
occurred in the process of publishing the content For these users it means Portal/WCM needs to behave like any kind of web site creation tool
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Introduction● In order to achieve this, Site Designers and Administrators need to provide the toolset for the
business users These can be created without programming, but by create templates (page templates, content
templates, project templates), workflows, pre-configured portlet clones or complete microsites Another important part of having all of this abstractions and templates is that it will keep you site
maintainable over the years− It is simple to add support for a new device class or change one of the content types and
apply that change to all existing instances of that content type
● The major concerns of the IT dep are still important to us Portal/WCM is a highly scaleable, secure, standards-based and robust platform We are continuously adding new features addressing current and future market needs (DAM,
mobile, responsive design, content targeting, …) Each version we are lowering the cost of ownership We provide out-of-the-box solutions and samples that allows customers to use Portal/WCM without
spending months customizing it However, if needed, we have a vast set of public APIs, that we keep stable over releases, that
allows to customize nearly every aspect of portal
Discovering the value of IBM Digital Experience - Summary and Next Steps© 2014 IBM Corporation 8
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Introduction - Planning a Web Site● Follow the planning a website guidance from the Info Center
Link: http://www-10.lotus.com/ldd/portalwiki.nsf/dx/Planning_a_website_wcm8 Defining the projectHuman resource planningCreating an analysis documentDesigning a prototype website using HTML
Use CTC Demo to show some basic out of the box functionality Use existing CTC index/detail items and the Teaser portlets with inserted HTML
Creating a design document Verify how CTC and Forms Experience Builder demos may cover this and describe what changes
to applyRoadmap to building a web content system
Use a dedicated custom design library to apply your changes or new copies Use a dedicated custom workflow library to set up your workflows and taxonomies Use dedicated custom content libraries for your microsites and new site Create new theme – possibly outsource to a web agency
– Copy existing CTC one and then change logo, styles, etc. in theme.css– Change content styles in content.css
http://www-10.lotus.com/ldd/portalwiki.nsf/xpDocViewer.xsp?lookupName=Fast+Track+Documentation+for+Version+8#action=openDocument&res_title=Setting_up_a_site_using_Content_Template_Catalog_V8&content=pdcontent
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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WCM Functional Architecture
JCRRepositoryLDAP
WAS
WP
WCM ContentServer 8
WCM Authoring
Portlet
WCM Public
API/REST API
WCM Rendering
PortletPortal
Pzn
VirtualMemberManager
WebSphere Application Server (WAS)
WebSphere Portal (WP)
WCM WSRPRendering
Portlet
WCM Rendering
Servlet
JCRPortal
Access Control
WebSphereLogging
WebSphereCaching
Portal Search Engine
Crawl WCM site
Content AuthorVisitor
Rich Media Edition
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Basic WCM Configuration
11
Database Server
HTTP Server
WebSphere Portal
Portal Search
Content Apps
Authoring
Rendering
Directory Server
● Enables business users to create, edit, review, approve and publish content
● Common for Development environment● May have an additional dedicated Rich Media
Edition server
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Example with Two Delivery Sites
Site 1Library
Site 2Library
Authoring
SharedLibrary
Site 2 Delivery
Site 2Library
SharedLibrary
Site 1 Delivery
Site 1Library
SharedLibrary
Content Apps
Authoring
Rendering
WebSphere Portal
Content Apps
Authoring
Rendering
WebSphere Portal
Content Apps
Authoring
Rendering
WebSphere Portal• Syndication for Site 2:• Site 2 library
• Shared library
• Syndication for Site 1:• Site 1 library
• Shared library
JCR Repository
JCR Repository
JCR Repository
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Virtual Portals with Shared Content● Virtual Portals can share common content/design library (via syndication)● Can be used with separate sites served from a single Portal. For instance, different
departments may have their own processes for managing and releasing content to their company intranet
Company Portal
JCR RepositoryHR Library Marketing LibraryBranding Library
Content Apps
Company BrandingVirtual Portal
Content Apps
HR Virtual Portal
Authoring
Rendering
Authoring
Content Apps
MarketingVirtual Portal
Authoring
Rendering
JCR Repository
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Understanding the Overall Environments● A scalable and reliable production architecture is just one of the essential pieces of the
overall site architecture
● A well-designed architecture is critical to Successful deployment and on-going portal operations Most have a Development environment Most have a Test environment, often called Integration or User Acceptance Testing (UAT) Many have a Pre-production or staging environment which is absolutely critical to successful
long-term operations− This often exists for both the Authoring and Production environments
(Conversely) most have separate Authoring and Rendering servers in Production
● There is no single, simple answer to what is the right topology is for your customer’s implementationSee the following presentation for more details on the need for each environment and
examples of alternativesCombine, mix and define your topology based on these ideas
Demystifying WCM Architecture− https://w3-connections.ibm.com/files/app/file/b4a62a11-cec5-4460-8a49-6dfd507044d7
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Architecture with Separated Environments
AuthoringEnvironment
DeliveryEnvironment
WebServer
DMZSecure Network
WebServer
Internet /Intranet
PC
PDA
Public Network
DevelopmentEnvironment
Pre-Production/Staging
Environment
Content
Test Library for DevelopmentDesign LibraryManaged Content Library for Live
A
MAutomatic SyndicationManual Syndication
A
A
M
M / A
DeveloperWorkstation
Contributor
Integration/UATEnvironment
MA
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Deployment Artifacts● Deployment brings your custom code onto the server
● Managed in WCM libraries and syndicated are WCM content, including Personalization (PZN) rules defined in the PZN component Managed portal page, incl. meta data, wires Portlet instances on the page and Edit_Default preferences Content target rule defined on the WCM rendering portlet
● Not managed in WCM libraries Themes/Skins PZN segments / rules created in the PZN UI WCM custom JSPs Portlet EAR/WAR, config settings and clone definitions WSRP producer / consumer definitions Java classes, Servlets, JSPs, Plugins Properties files (settings, multi-language support) Text resources (css files, JavaScript files, xml files) Binary resources (images)
● Make the artifacts known to the server and executable
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Deployment Artifacts● Develop the artifacts using Rational Application Developer (RAD)
RAD provides special editors for different resources Provides helpers/tools for resources Allows direct deployment from the workspace onto the server
● Use Portal Archive Application to build PAA filesThe Solution Installer can install those easily on other environments
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Root Workspace
Workspace in VP:
Credit Card Site
Portal Pages Library
System Library (Projects, Syndicators, Subscribers)
Credit Card Share AssetsS
erve
r 1
References
JCR Export Credit Card Site
XML Export +JCR Export Portal Pages
JCR Export Credit Card Share Assets
EXPORT (PAA)
Root WorkspaceWorkspace in VP:
Portal Pages Library
System Library Ser
ver 2
Web Content
Root WorkspaceWorkspace in VP:
Credit Card Site
Portal Pages Library
System Library
Credit Card Share Assets
Ser
ver 2
(Afte
r Im
port)
References
Web Content
After Import
Initial Deployment via Portal Application Archive (PAA)
Server 2 can also be a Virtual Portal on the same server
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Root WorkspaceWorkspace in VP:
Credit Card Site
Portal Site Library
System Library (Projects, Syndicators, Subscribers)
Credit Card Share Assets
Ser
ver 1 R
eferences
Root WorkspaceWorkspace in VP:
Credit Card Site
Portal Pages Library
System Library
Credit Card Share Assets
Ser
ver 2 R
eferences
Web Content
Updates via Syndication
Syndicate
Syndicate
Syndicate
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Test
Content AuthoringSite AuthoringDesigners /
Web Developers
Portal Development UAT/Integration Pre-production/ Staging Production Delivery
Development Production
Site Designer/App Composer
PortletsBinaries
PortletsBinariesSkeleton TopologyTemplatesThemes/Skins
PortletsBinariesSkeleton TopologyTemplatesThemes/Skins
PortletsBinariesSkeleton TopologyThemes/Skins Site
NavigationPage Layouts
Site NavigationPage LayoutsThemes/Skins EARs
Application Templates Wire Frames Topology Skeleton
Portlets Libraries Java Stuff Business Components
Themes/Skins
Skeleton Topology CAI Templates
Site NavigationPage Layouts
Operational Model
Syndication XML Access SiteManagement
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Deployment Details● WCM Libraries are syndicated manually or automatic
Projects can combine changes from different libraries with a more controlled deployment
● Deployment artifacts are packaged into a PAA WAR: Web Archive - holds a specific web application Utility JARs: contains resources used across several WARs Other modules/artifacts are possible EAR: Enterprise Application Archive - holds several WARs and utility jars
● Workspace in RAD: Contains the deployment artifacts Knows the installed servers (e.g. WebSphere Portal) Deploys the artifacts onto the specified server
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Deployment – Best practices● Use a single EAR file for your WebSphere Portal customizations
Define security roles only once Deploy only one project to your server
● Split your deployment artifacts into different web applications Allow several developers to work in parallel Split resources for each web app (images, css files etc.) Consider using these resources from WCM – easier to change
● Use a Utility JAR project to provide commonly used classes
● Use a General Java project to provide JARs used in your web apps
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Deployment - Organizing & Staging Libraries● Organize your libraries into two types of
libraries: Design libraries Content (Portal Site and other
content) libraries
● Who is responsible for the item defines the library it goes to
Developer: Design libraries Author: Content libraries
● Change a library only in a single place
● Use syndication to move them across the environments
● Use Projects to control changes over several libraries
● Caution: References – see next slide
design content
Development
design content
Production authoring
syndication
Author
Developer
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Deployment - References Between Libraries● References between libraries can make
staging challenging
● References inside the libraries are no problem (A & B)
● For C there are two cases: References created by authors (e.g. new
content item referencing an authoring template)
References created by developers (e.g. template mappings) – require authors to change the content on the prod. system
● For D (e.g. menus referencing sites) the greatest challenge is the existence of the reference target. Can be replaced by portlet configurations (if delivered through portal)
● References C & D might need to be created manually or a custom tool needs to be developed (via API)
design content
A
D
B C
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Consider Virtualization and Cloud Computing● Full Support of VMware and other
virtual machine technologies● Cloud Computing Optimization
Private and Public Clouds IBM SmartCloud Enterprise →
Softlayer PureApplication IBM Cloudburst/Workload Deployer
using the IBM WebSphere Portal Server and IBM IBM Web Content Manager Hypervisor Edition
Amazon Web Services
IBM Cloudburst
IBM SmartCloud Enterprise / Softlayer
Platform System: Expert at optimallydeploying and runningapplications for rapid time-to-value
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Hosting – Farming or Clustering● When to choose a farming topology:
Support dynamic addition/removal of machines to easily adapt to changing performance needs
Aim at a large deployment with hundreds of server instancesIntroduce a de-centralized administration across farm members
● When to choose the cluster topology:Deployment includes WCM authoringFrequent content updates are likelyWhen using WCM Managed PagesCentralized administration of the deployment is preferred (leveraging WAS deployment
manager)Services are used, which require execution on only one dedicated server instance rather
than on all
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Authoring – General Considerations● Authoring templates
Use the available settings effectively (sections, tabs...) Pre-fill the workflow field Limit the categories / set up well-suited chooser Pre-populate fields if applicable
● Make use of access rights inheritance (if you migrated from version <6.1)
● Use folders to structure your components (available since 7)
● Localize authoring templates
● Use inline-editing Works best if there are no draft workflow items Well-suited for authors who only use WCM occasionally Is managed with simple WCM tags
− EditableElement, EditableProperty, IfEditMode and IfNotEditMode
● Use Authoring Tools
● Make re-occuring tasks easier for authors using Custom Launch Pages (eg Home page)
● Avoid incorrect data by setting validation rules & field lengths
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Authoring - Customizing● Customize fields using “Custom JSPs”
● Extend the WCM Authoring User Interface (UI) by a Custom Launch Page
− Or configure to use the Basic Home Page or Home page By custom input fields By custom buttoms
● Special use cases when using authoring JSPs: Validate user input on client side (JavaScript) Provide custom input input fields, like special Drop Drowns for values to choose from
● Use existing examples, like blogs and wiki (in WCM Resources library) to learn specific features like commenting
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● Custom JSPs can be registered for elements in Authoring Templates● Custom JSP is rendered instead of the original input field
Custom Authoring JSP
Custom JSPs
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● The previous sample showed a serial number input:− One input field is split into 4 fields, each with 5 characters− Simple validation check is executed before saving− Warning message is displayed
Project structure:
Custom JSPs (continued)
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Serial number blocks in edit mode
Serial number blocks in read mode
Custom JSPs (continued)
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● Provide two JSPs: read mode & edit mode“readMode=/contextPath;/path/file_read.jsp,editMode=/contextPath;/path/file_read.jsp”
Look at the Multilingual Solution examples● Use the CustomItemBean to identify the field, which the JSP wraps
● Use the field name as a namespace for your JavaScript methods
● Do client side input validation (JavaScript)
● Do server-side validation using a Custom Workflow Action
<jsp:useBean id="CustomItemBean" scope="request" type="com.ibm.workplace.wcm.api.authoring.CustomItemBean"></jsp:useBean>
<c:set var="namespace" value="${CustomItemBean.fieldName}"/>
<script type="text/javascript">function ${namespace}_checkSerialBlock(serialBlock) {...}
</script>
Custom JSPs – Registering Read and Edit JSPs
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Use Projects to Manage Site Changes● Major additions and changes to an existing part of the site
For example, adding new Benefit Enrollment content or new product rollout Highlighting these on the home page Update the design of the page
● Include all the parts in the Project Several authors may be working on the Project (Authors, Developers and Owners)
● Preview the project for all contexts Menus Navigation Details
● Publish
Developer
Content Author
Project manager
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Benefits of using Projects● Changes to your websites are isolated from day-to-day operations
Change the structure or design of your site Add new Site Areas and Pages Mark design elements or content items for deletion Test the look and feel of design elements in place and in context of the real site Project items can reference new and draft items
● Have greater confidence with complex design changes prior to publishing Menus and navigators list all items in the Project Deleted items are hidden and moved items are shown in their target locations
● Reduce environments required to preview and approve content
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Project Limitations● Search results won't honor project draft content
● Limit max of 500 items in a project
● Workflow on Project
● No automated rollback (however versions are saved)
● Workflows that allow multiple drafts will use the last live saved item or published via project
● Known issues: Project Categories cannot be used in project content item until the category is published Portlet configured for content title will fail if content item is draft in project
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Project Best Practices● Minimize conflicts when editing the web site
Use separate projects for different parts of the site structure− Avoid having two projects update the same page as they may override each others
changes Coordinate changes to a project across users
− If you have multiple user update the same part of a site have them do it in the same project to see each others changes
Coordinate unique names across projects− Avoid creating duplicate unique names in separate projects, have a unique naming
scheme for the unique names
● Use unique friendly URLs with managed pages Ensure that the friendly URLs are unique Don't store environment specific info in pages
● Create links in web content to portal pages Use WCM links to create links to portal pages
− That will add referential integrity to those links
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Where to Store the Managed Pages Content● You have two options
Portal Site lib under the portal pages– Keeps page structure with content structure in sync– May be problematic if you want to export sub-tree of your
site as WCM only allows export on library level Separate WCM library
− Allows to export all content via JCR export and the pages via xmlaccess or syndicate the content of a site encapsulated in a library
− Library and page structure need to be keep manually in sync or via custom workflow actions
● In the future we plan to support either having pages in multiple libraries or exporting sub-trees via JCR export
Portal site lib
Content lib
News
Home
News
Content Mappings
M1 M2 M 3
Home
ProductsContent
Root
ProductsProducts
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Use Managed Pages with Many Virtual Portals (VP)● The workspace isolation does not make it practical to share larger or many libraries
between VPs Libraries that are shared need to be copied (syndicated) between VPs
● The question to think about is: Do I really have a VP use case? Or can the same be achieved in one VP with different AC settings on the top-level page
structure and WCM libs One option is to not leverage managed pages and turn on the V7 shared workspace in V8
● If you think you have a good use case that requires VPs and needs to share a lot of content please talk to us.
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Harmonizing Site Structures
● Portal defines the overall layout of a page containing WCM content
● WCM defines the layout of content displayed in portlets
● WCM Navigation extends Portal Navigation at portal pages containing WCM content
● WCM content is mapped to portal page (content is always displayed on a determined portal page)
Portal Content Model
WCM Site structure
Navigation (user view)
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Harmonizing Site Structures - Mappings
● Achieved by mapping WCM site areas to portal pages
● In Page Properties
Portal Content Model
WCM Site structure
Navigation (user view)
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Harmonizing Site Structures – Best Practices● Decide upfront what Portal level you will start
Portal pages allows later to add other portlets
● You can manage the next level with pure WCM content Use a WCM Navigator component for navigation Concatenates the Portal User Friendly URL with WCM site structure
● Managed Pages allow automatic mapping of Portal Pages with WCM Site structure
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Harmonizing Site Structures - Implement Custom Mappings
see http://public.dhe.ibm.com/software/dw/lotus/portal_javadoc/80/wcm/api-javadoc/index.html
Portal Content Model
WCM Site structure
Navigation (user view)
Mappings can be customizedby implementing aContentPageResolutionFilter
The filter is registered via an extenstion point in a plugin.xml
public class Test implements ContentPageResolutionFilter {@Overridepublic void resolve(ContentPageResolutionRequest request,
ContentPageResolutionResponse response,ContentPageResolutionFilterChain chain)throws ContentPageResolutionException {
response.setPageID(...);// call chain if you want to pass onchain.resolve(request, response);
}}
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Consider Reusing CTC as your Basis
● Reuse CTC and customize itDetails in Info Center
http://www-10.lotus.com/ldd/portalwiki.nsf/xpDocViewer.xsp?lookupName=Fast+Track+Documentation+for+Version+8#action=openDocument&res_title=Content_Template_Catalog_4.1.2_V8&content=pdcontent
● Store changes in your Custom Libraries This allows you to update CTC and benefit from new functionality with no
impact on your existing changes.● Create your own page templates, micro-sites, authoring and presentation
templates, as well as other components● Use the XDX8001 PoT-L-WCM Advanced CTC Enhancements_TF lab to get
started
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Content Template Catalog Libraries Customization● CTC Demo (optional)
Demo content - see how CTC works on a development server
● CTC ContentContains the micro-sites associated with
the page templates, and the content that is used in all of the pre-configured portlets
Custom changes should be in a different custom content library
● CTC DesignContains all the run-time assets of CTC
Authoring & presentation templates, and components
Custom changes should be in a different custom design library
● CTC ProcessContains categories, and workflowsCustom changes for different categories & workflows should be in a different custom
process library
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Adopt the CTC Folders● Advantages of grouping
components Ease of use (finding
and updating) Encourage reuse of
components Access Control List
is easy to manage
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Adopt the CTC Component Wrapper
Content
Components
Presentation Template
Rendered output
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Theme and Skin Customization● Change theme and skin look&feel to match your customer one
Involve the design agency as early as possible to make them aware of the Portal way Use the PoT theme customization lab to learn to
− Copy the CTC theme as a basis, as it has responsive design fully enabled− Create theme development page− Create custom styles− Change the logo− Change the color scheme− Options: Explore Dynamic Content Spots, Combining of Resources in Theme Optimization,
Theme Profiles and Theme Modules CTC themes and styles Info Center detailed documentation
− http://www-10.lotus.com/ldd/portalwiki.nsf/xpDocViewer.xsp?lookupName=Fast+Track+Documentation+for+Version+8#action=openDocument&res_title=Content_Template_Catalog_themes_and_styles_V8&content=pdcontent
Install the new Theme Analyzer to examine and validate your new theme− http://www-10.lotus.com/ldd/portalwiki.nsf/xpViewCategories.xsp?lookupName=Developing%20Themes%20for%20WebSphere%20Portal%208.0.0.1
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Use Projects to Manage Site Updates● This allows you to work in a team
● Preview all changes before deploying
● Common approval of changes
● Build multiple versions at the same time Eg 1.1.1 and 1.2
● May contain both design and content
● Build on the development environment first
● May be tested on the authoring and/or pre-production server before syndicating it to the production one
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Development Best Practices● WCM API Best Practices 6.1 (barely changed)
https://w3-connections.ibm.com/files/app#/file/e295f447-c898-4116-8323-2c2ca7f637e9
● Coding standards https://w3-connections.ibm.com/files/app#/file/dec155df-1a4d-426c-8334-90d0194298f6
● Consider using Java Messaging System (JMS) Notification of events such as item state changes, or services starting and stopping Eg. when needing to intercept authoring actions, like Deletions
● Consider using WCM REST API to access your content Provides authoring access to content items and elements Follows the Atom Publication Protocol, and atom feeds, and entries are accessible in
XML (application/atom+xml) and JSON (application/json) format
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Development – Custom Plugins● Custom Button
Dynamically add custom actions to the authoring interface
● Rendering !! Perform a task at render time - detailed after
● Custom Workflow and ItemValidationPlugin Use custom workflow actions in a workflow, and validates entries before saving
● Text Provider (translations)
● Content Processor (eg. Detect user language) Is invoked by the web content viewer portlet before rendering and allows the current context, such
as the item to display, to be modified
● File Upload validation class Validates uploading files into file resource, image and style sheet elements, and images uploaded
into rich text or HTML elements
● Subscriber and syndicator class Add additional functionality during syndication
● Content page resolution filter and content URL generation filter
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Consider using Rendering Plugins● As JSP components they allow to hook custom code into rendering process, but
They are a Java Class (not a JSP) They allow the passing of parameters & body They are registered via a plugin.xml (similar to custom workflow engines)
● Choose a rendering plugin over JSP (except if you need to access the http-request)
● A Youtube video rendering plugin example is available on the wiki http://www-10.lotus.com/ldd/portalwiki.nsf/dx/Creating_and_Using_a_Rendering_Plugin_to_Embed_Video [Plugin:video width="320" height="240" video="QB9vhHMd6jw"]
● This is how it looks like from WCM perspective:
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Consider using Rendering Plugins● Use the continuous growing set of existing rendering plugins● Use CTC to see how they work● Examples
[plugin:tags] and [plugin:ratings][plugin:attribute scope=”request|session” key="KEY" /] [plugin:setContext path="/Library/SiteArea/Content" id="DocumentId" /][plugin:getDate format="FORMAT" /][plugin:ifEmpty value="VALUE"] ...render if value is empty... [/plugin:ifEmpty], ifNotEmpty[plugin:encode text="URL_property"][plugin:RequestParameter key=”<KEY>”/][plugin:translate key="Key" param0="" param1="" param2="" bundle="bundle.path"][plugin:ifInRange from="FROM" to="TO|*" when="odd|even"] ...render if condition is
satisfied... [/plugin:ifInRange] [plugin:ifDevice class="DEVICE"], ifNotDevice
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Consider Using Rendering Plugins● Implement the interface com.ibm.workplace.wcm.api.plugin.rendering.RenderingPlugin
● RenderingPluginModel in the render() method
Gives you a writer for writing the output
Gives you access to the rendering context
● Register it via a plugin.xml (see samples)
● You can gain access to the Workspace in the render method by using:WebContentService wcmSvc = (WebContentService) ctx.lookup("portal:service/wcm/WebContentService");
wcmSvc.getRepository().getWorkspace()
Note: Consider caching
public class BarcodeRenderingPluginimplements RenderingPlugin {
public String getName() { }
public boolean render(RenderingPluginModel model)
throws RenderingPluginException {// write the output// return true if the contents should be// rendered
}
public boolean isShownInAuthoringUI() {}
public String getDescription(Locale locale) {}
public ListModel<Locale> getLocales() {}
public String getTitle(Locale locale) {}
}
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Agenda● Selling● Demos● Customization● Development● Authoring● Rendering & Harmonizing Site Structures● Deployment / Hosting● Caching and Performance Tuning● Migration● Troubleshooting● Further Improve WCM● After This Event
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Performance Tuning Guide● In the wiki
http://www-10.lotus.com/ldd/portalwiki.nsf/xpViewCategories.xsp?lookupName=WebSphere%20Portal%20and%20Lotus%20Web%20Content%20Management%20Performance%20Tuning%20Guides
● Content – reason to use a good prepared environment to start with ! Environment Recommendations Portal Topologies Base Portal Tuning Tuning via WebSphere Portal Administration Other Portal Tuning JDK & WAS Fixes Database Tuning Directory Server Tuning Web Server Tuning Reverse Proxy Tuning Operating System Tuning Many Pages Tuning Web Content Management Tuning JDK & WAS Fixes
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Performance Tuning Guide● Continued Content
WCM Rendering Database Tuning WCM Authoring Database Tuning Page Management Tuning Mobile Portal Accelerator Tuning Web Application Bridge (WAB) Tuning Java Server Faces (JSF) Cluster Tuning WebSphere Portal 8.0.0.1
− Base Portal Tuning− WCM Rendering Tuning− Page Management Tuning− WCM Tuning− Social Rendering− Other Tuning Consideration
WebSphere Portal Caches Web Content Management Caches User Cache
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Many Caching Options
EdgeEdgeServerServer
Data baseData baseServersServers
HTTP HTTP ServersServers
PortalPortalServersServers
WCMWCMportletportlet WCMWCM
Rev Proxy Rev Proxy ServersServers
CientsCientsCientsCientsCientsCients
CientsCientsCientsCientsCientsCients
CientsCientsCientsCientsCientsCients
LAN
WAN
DSL
CientsCientsCientsCientsCientsCients Dial-Up
Intranet
Internet
Browser caching ofcomplete HTML pages and static resources (adaptive caching)
Caching Proxy / Caching Network:Proxy caching ofcomplete HTML pages and static resources (adaptive caching)
HTTP Server / plug-in caching of static resources / Mod_cache?
Servlet CachingCaching of HTML fragments of individual portlets
JSPs
WCM componentsWCMWCMJSPs
WCM components
Object Caching:Caching of custom objects inside portlet to reduce back-end calls
WCM Caching:Caching of WCM objects
CustomCustomportletportlet Back-endBack-end
Object Caching:Caching of custom objects inside portlet to reduce back-end calls
Greater performance gain
Greater cache control
ISSC Caching FilterSee next slide
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No Development necessary Supports multiple caching mechanisms and offers a superior cache synchronization regime Use the ISSC Performance Optimization asset to configure the most appropriate cache regime to suit
your needs Asset intercepts the requests destined for the Portlet in question and provides a cached response
instead (after an initial cache miss has first retrieved the applicable data and built the cache entry – expiry rules apply)
ISSC Performance Optimization for Web Content Approach
Benefits
ISSC Caching Filter
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Standard Cache Refresh
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After cache clean all users observe significant refresh delay.
Time extended from 50s to 3 min. Will increase with load!
Standard Cache Refresh - Example
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Soft Timeout Cache Refresh
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Synchronization and dual timeouts implementedNo visible impact of cache refresh
Soft Timeout Cache Refresh - example
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Caching: Portal Caching Recommendations● Caching Proxy – always!
For resources: images, CSS, JavaScript For anonymous portal pages Can be controlled on a page-by-page basis (adaptive caching) Alternative: Caching Network (see following pages)
● WCM Caching – simplistic Easiest to implement Very limited configuration options Configuration common for all sites, all portlets
● Servlet Caching – flexible When more cache granularity required Requires replacing of default view.jsp in WCM portlets IBM Software group services (ISSC) offers
● Use the WebSphere Portal Performance Tuning Tool https://www.ibm.com/developerworks/community/blogs/portalops/resource/TuningTaskReadMe.p
df
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Requests per Second vs Caching
Caching Proxy
37 requests dynamicrequest
14 portlets portletsnot cached
Page Composition Servlet Cache Portlet Code
Majority of requests handled by Caching ProxyAlmost nothing left to do at WCM levelEg <= 91% reduction in requests per second to Portal
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Global Web Sites – The Latency Problem
Shorten HTML page generation time (Caching +
Tuning)
Latency I: Combine files into one
(e.g. via theme)
Latency II: Cache closer to user (edge, caching
network & browser cache)
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Same Page with Caching Network
Notice that complete page time decreased from more
than 7 seconds
Both latency and download time decreased!
Different scale!
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Optimizing WCM’s Internal Caches ● Web Content Management has various internal caches that store frequently accessed data
fragments (not entire rendered pages). By default these caches have a maximum size of 2000 items.
abspath (services/cache/iwk/abspath): Stores the path to sites, siteareas and content abspathreverse (services/cache/iwk/abspathreverse): Stores the path to sites, siteareas and
content (in reverse) menu (services/cache/iwk/menu): Stores the results of cacheable Web Content Management
menus nav (services/cache/iwk/nav): Stores the results of cacheable Web Content Management
Navigators strategy (services/cache/iwk/strategy): Stores fragments of Web Content Management objects
(ie. Provides a caching layer over the repository) summary (services/cache/iwk/summary): Stores summary information about Web Content
Management objects (used throughout the Authoring UI and API)
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Optimizing WCM’s Internal Caches● The size of the cache can be seen with the IBM Extended Cache Monitor for IBM
WebSphere Application Serverhttp://www.ibm.com/developerworks/websphere/downloads/cache_monitor.html
● To change the size of one of the caches: From the WAS Administration Console, navigate to the ‘Resources \ Cache Instances
\ Object Cache Instances’ Click the link representing the cache whose size you want to change
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Optimizing Syndication● Set the subscriber.only property to “true” in
WCMConfigServices.properties for all Web Content Manager instances that will not syndicate their repositories to other servers.
● This stops the monitoring task from running on the Web Content Manager instance that tracks object changes for later syndication to another server.
● Whenever the subscriber.only setting is changed, also reset the EventLog (ConfigEngine.[sh|bat] wcm-reset-event-log) before restarting the server
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Optimizing Menu Components
Avoid too many search criteria (in ‘Menu Element Query’ section) ● Avoid utilising the options in the ‘Further options’ section for each criteria unless really
necessary, as this stops the menu from being internally cached ● For Category and/or Site Area restricted menus, only select both ‘Ancestors’ and
‘Descendents’ if really necessary and limit the number of categories and site areas specified
● Disable sorting by ‘Description’ unless really required (set the value to one of the other sort fields to disable)
● For unsecure sites (where content is accessed anonymously or always accessed by the same user, eg. Administrator), set ‘Maximum pages to include’ and ‘Pages to read ahead’ to 1
● If using multiple libraries, ensure that at least a site area is selected in each menu otherwise the menu will search against all libraries
● Use hierarchical security and inherit where possible
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Query API● WCM Java API allows you to search for certain criteria
● WCM 7 introduced new Java methods for searching content
● Selectors define the criteria LibrarySelector WorkflowSelector ProfileSelector HistorySelector ProjectStateSelector
● Boolean operators (AND and OR)
● Paging support
● Sorting support
● Use the Query API rather than getting too many content items and post-filtering
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Optimizing Navigator Components ● Only select both ‘Ancestors’ and ‘Descendents’ if really necessary ● For unsecure sites (where content is accessed anonymously or always
accessed by the same user, eg. Administrator), set ‘Maximum pages to include’ and ‘Pages to read ahead’ to 1
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WCM Application Tuning● Optimizing Portal Personalization Rules
Avoid having too many rules based off authoring template elements as they don’t perform as well as rules that utilise standard metadata (such as keywords and categories)
● Optimizing Web Content Management Versioning Consider disabling ‘Versioning’ for all items on both authoring and rendering servers
– If storing previous versions of items isn’t required, then disabling this feature can improve performance of saving and syndication.
– Configuration is stored in \wcm\shared\app\config\wcmservices\WCMConfigService.properties:versioningStrategy.AuthoringTemplate, versioningStrategy.Component, versioningStrategy.Content, versioningStrategy.PresentationTemplate, versioningStrategy.Site, versioningStrategy.Taxonomy andversioningStrategy.Workflow
– Valid values are: Never - To disable versioning for the specified object type Always - To enable versioning for the specified object type
Consider disabling syndication of versions If versions aren’t required on the subscriber, then disabling this feature improves the
performance of syndication.
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Optimizing Authoring Templates● Minimise the number of elements for your Authoring Template, as each element in the
template creates additional overhead when performing authoring actions.● For optimal performance of authoring actions, it is recommended to limit the number of
elements to 10 - 15 elements. Having templates larger than this will effect performance of key authoring functions
● Strategies for handling large numbers of Elements: consider using custom fields to provide an easier method of filling the fields out (such as
defaulting some of the values) Consider storing multiple fields under a single field within the Web Content Management
Repository.
– See the JSPs in the best practices wiki’s for an example of storing multiple fields under the one field within the Web Content Management Repository
– http://www-10.lotus.com/ldd/portalwiki.nsf/dx/large-numbers-of-Elements-on-Authoring-templates
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Migration● Read the Upgrade Central
http://www-01.ibm.com/support/docview.wss?uid=swg21592731
● Cross-version syndication simplifies this From Web Content Manager version 7.0.0.2 with CF26 or higher. To Web Content Manager version 8.0.0.1 with CF09 or higher.
● Understand difference between technical and functional migration Use new capabilities to justify the migration costs
● New in Virtual Portal (VP) is the library isolation Syndication between base and VP portals for shared libraries Managed pages use a dedicated Portal library to store the pages
− This is unique per VP− May be an issue when the you have many VPs
● Theme update In V7.0.0.2 and V8 has new modular theme Old theme will still run Discuss how to benefit from new theme capabilities
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Troubleshooting Documentation● From support
http://www-947.ibm.com/support/entry/portal/all_troubleshooting_links/lotus/ibm_web_content_manager?productContext=-452823121
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Troubleshooting: Logs● Check wiki● http://www-10.lotus.com/ldd/portalwiki.nsf/xpDocViewer.xsp?
lookupName=IBM+Web+Content+Manager+8+Product+Documentation#action=openDocument&res_title=Troubleshooting_wcm8&content=pdcontent
● Always check the logs first SystemOut.log SystemErr.log
● Try to note the time or get the user to note the time an issue was seen to narrow down where to look
● Use what you see in the log to guide a suitable trace string to use. Eg com.aptrix.syndication.*=all
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Troubleshooting: Use Tools● IBM Support Assistant
Provides quick access to product, education, and support resources that can help you answer questions and resolve problems with IBM software products on your own, without needing to contact IBM Support
Different product-specific plug-ins let you customize IBM Support Assistant for the particular products you have installed
Collect system data, log files, and other information to help IBM Support determine the cause of a particular problem
● IBM® Support Assistant Lite for WebSphere® Portal Provides automatic data collection and symptom analysis support for problem
determination scenarios Collects and analyzes information pertinent to a problem scenario to help identify the
origin of the problem being encountered.
● Theme Analyzer Supports with creating new themes
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Troubleshooting: IBM Support Portlet● Browse Nodes
● Run Xpath Query
● Generate WCM Search URL
● List types, workspaces & namespace prefixes
● Launch Utility JSPs Display type Execute Database SQL Validate database nodes Clear Caches Display EventLog Display Thread Stacks Count Items
● Launch Text Search Utilities
● Enable access code
http://www.ibm.com/developerworks/lotus/documentation/webcontentmanagement/supportportlet/
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Troubleshooting - WCM Library Dependency Graph Portlet ● Visualizes your Web Content Libraries and their dependencies● Shows size and interactions between libraries● Allows to modify those interactions and dependencies between those libraries in
place● Features include:
Visualization of Web Content Libraries relative size
Visualization of dependencies between Web Content Libraries
View and alter references between libraries in place
Delete multiple dependent libraries within a single operation
Save Library Dependency Reports for later access
https://greenhouse.lotus.com/plugins/plugincatalog.nsf/assetDetails.xsp?action=openDocument&documentId=D467E76F0F6CAE7385257C45007CB72F
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Troubleshooting: Collecting Data● Collecting troubleshooting data for IBM Web Content Manager 8.0 expedites time to resolution by
enabling IBM Support to provide informed problem analysis. http://www-01.ibm.com/support/docview.wss?uid=swg21599229
● Focuses on many areas General Information, Syndication, Security, Authoring Portlet, API, JSR 286 Web Content
Viewer, Remote Web Content Viewer, Caching, Pre-rendering, ECM integration, Blogs and Wikis, Java Content Repository (JCR), JCR Import/Export Library, Web Content Integrator, Migration, Seedlist and Search, Personalization, Java Messaging Service (JMS), Advanced Editor (RTE), Multilingual Solutions
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Selling● Apply the key four best practices to WIN
1) Establish a Business Vision2) Always use Live DEMOS !3) Focus on the Capabilities4) Use Customer Examples
● More details in Tony Higham's Keys to selling Exceptional Digital Experiences presentation https://w3-connections.ibm.com/files/app#/file/00ee3411-d603-49d3-88f7-b2575baca2dc
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Social Mobile Analytics IntegrationContent
Bringing together the essential capabilities to create, manage, and deliver powerful multichannel web experiences
Customer Experience Suite Employee Experience
Suite
Start conversations, build stronger
relationships and communities to win
new customers, increase revenue and productivity
Interact with content, applications, &
processes intuitively across devices
to help customers buy & employees
work more efficiently
Optimize, measure, and respond to customer and
employee interactions in real
time for better business results
Give customers and employees the
capabilities they need – in context
of their goals
Deliver content that is relevant and
compelling to each user to attract new
business, and increase customer
and employee satisfaction
Personalization
Commerce Integration
Analytics
Social Media
SearchSecurity
Content Rich Media
Exceptional Digital
Experience
Mobile
Portal
Selling: Use IBM's Vision for XDX
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Selling – What's Part of WCM● Customer may start with IBM WCM and can easily extend to XDX from there
● IBM Web Content Manager licenses include IBM WebSphere Portal Server : 1:1
− IBM WebSphere Portal Server is provided solely for creating, maintaining and delivering web content from the Program and not for any other purpose
includes installation, Managed pages, personalization, theme, etc. IBM Worklight Consumer Edition: 2 Applications http://www-03.ibm.com/software/sla/sladb.nsf/lilookup/DBCEF0C123752B3D85257B39006EA038?opendocument&li_select=A44B2C8F092EDC7085257B39006EA02D
● Check out the internal Exceptional Digital Experience (XDX) Offerings Entitlements Comparison document
https://w3-connections.ibm.com/files/app#/file/41de1d92-43ac-4713-b38e-752f0bc9383b
● This is a competitive advantage Use it!
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Selling – Add More if Needed● Consider WCM Packages, eg.
WCM Rich Media Edition Customer Experience Suite Employee Experience Suite
● Think about our partners for additional functionality Ephox EditLive Enterprise Edition for Rich Text editing
− accessibility, track changes, comments, image editing, copy and import from MS Word, embed social media (audio, video), check broken links, design and reuse templates
− http://ephox.com/editlive/ibmwcm Ephox WebRadar for authoring reporting
− http://ephox.com/webradar Asponte WCM Widgets & File Manager for WCM
− http://www.asponte.com/wps/solutions Brightcove Online Video Distribution
− http://www.brightcove.com Clay Tablet Content Translation Management
− http://www.clay-tablet.com
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Selling – ISSC Services
Planning Consulting•Roadmap to Mobile First New•User Experience Visioning and Roadmap •Digital Analytics Assessment & Roadmap EMM•Cross-Channel Marketing Automation Roadmap EMM•Upgrade Value Assessment
Implementation Services•Mobile First Quick Win Pilot •Quick Win Solution for User Experience Management EMM (Tealeaf)•Delivering an Exceptional Digital Experience•IBM Web Content Manager Cloud NewIntegration Services•IBM Web Content Manager for WebSphere Commerce – Quick Win Pilot New•CTC Now New•Smarter Workforce New•IBM Marketing Center Implementation EMM
Augmentation Services•Health Assessment•Performance Optimization for WebSphere Portal
•Cache Filter
Transition Services•Software Upgrades•Any to Any-IBM Content Migration New
Free!
White Space
Client has Direction Leverage
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Demos - Delivering PoTs, demos, PoCs, etc. ● Review the XDX8001 PoT-P-Delivering PoTs, demos, PoCs, etc. presentation
Line of Business Demos, Workshops, PoT, PoC, etc.− What are they? Why are they useful?
The Methodology− Our handy guide book
Preparation− How to make your demo outstanding, and relevant
Building Options− Real Code or Mockup?− Lotus Greenhouse− WW Business Partner Community− Proof of Technology− Showcase− Day In The Life – IBM Experience Modeler
Real Life Examples https://w3-connections.ibm.com/files/app/file/6a3ea0c0-2c2e-4a4f-951b-e5a4f758acf4
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Demos – Get a Headstart● Use common environments and provide feedback
Showcase− https://w3-connections.ibm.com/communities/service/html/communityview?communityUuid=13a2253b-eb8c-487d-af62-b4130bfc1c5c
XDX PoT images− https://w3-connections.ibm.com/wikis/home?lang=en-us#!/wiki/Wb73359d826d1_4f20_b5eb_05ceb860cca0/page/Downloadable%20Standalone%20VM%20Demo%20Servers
Lotus Greenhouse presence – not always up to date
● Check the existing demos Check the ICS Demo community
− https://w3-connections.ibm.com/communities/service/html/communityview?communityUuid=83f02241-30ff-40cd-ac41-043cd0eb319d
SiteBuilder default templates Content Template Catalog (CTC) – latest version Industry Template
− Government - City of Belwyn OGS – from IBM Connect or XDX Conference
● Check existing demo scenarios PoT labs
− https://w3-connections.ibm.com/files/app#/file/415befdc-34fb-46ec-806e-6449c8955d58 ICS Demo community scripts
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Demos - XDX Better Custom Demo Project Overview
What is?● Recipes for preparing demos● Recipe can use on any install● Decision tree approach to building
demos
Why?● Demos sell ICS● Helps you prepare faster
Objectives● Better tools for demos● Know what to demo● Help you do the easy stuff fast
When to use it?● When you have not demoed
something for awhile● When you have to demo something
and you do not know how
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Customization Cookbooks
DemoScripts
VM ImagesCatalog
CustomerScenarios
AssetStore
Demos - XDX Better Custom Demo Project Pillars
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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Further improve WCM● Officially
Fully Integrated Tool Set: Marketing/Office Requirements (FITSMO)− Application is a set of Lotus Notes Databases, and a WEB Interface, used to gather
requirements from external customers and business partners to improve products and policies
− d03db004.boulder.ibm.com/M_Dir/Marketing/Fmoreq.nsf− Details: http://d01db034.pok.ibm.com/q_dir/qmx/swg/qh0dl.nsf/procnum/Proc-0081
IBM RFE− Customers, partners can submit WebSphere Portal and Web Content Manager
requests via the WebSphere brand selections− http://www.ibm.com/developerworks/rfe/ − This is an external, public application. Select the submissions tab, WebSphere
Brand, Portals and Web Content, then WebSphere Portal or Web Content Manager to submit the specific product requirement request
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Further improve WCM● Your input ???
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Agenda● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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After this Event● Internal Communities
IBM Web Content Manager− https://w3-connections.ibm.com/communities/service/html/communityview?communityUuid=68170f65-e69d-428e-ae11-6c4af7847ca6
WebSphere Portal Family− https://w3-connections.ibm.com/communities/service/html/communityview?communityUuid=b8a3aa8a-25a4-4123-92e7-1373d57f8941
Portal/WCM Learning Circle− https://w3-connections.ibm.com/communities/service/html/communityview?communityUuid=9199bd8e-2d62-4307-99a8-08a726b185c0
● Public Communities DeveloperWorks
− http://www.ibm.com/developerworks/lotus/products/webcontentmanager/ − https://www.ibm.com/developerworks/community/forums/html/forum?id=11111111-0000-0000-0000-000000000452
WebSphere Portal/WCM Wiki− http://www-10.lotus.com/ldd/portalwiki.nsf − http://www-10.lotus.com/ldd/wcmforum.nsf
● Support IBM Web Content Manager
− http://www-947.ibm.com/support/entry/portal/product/lotus/ibm_web_content_manager?productContext=-452823121
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After This Event● Your Needs?
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Summary● Introduction● Deployment / Hosting● Authoring● Rendering & Harmonizing Site Structures● Customization● Development● Caching and Performance Tuning● Migration● Troubleshooting● Selling● Demos● Further Improve WCM● After This Event
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For More Information• IBM Customer and Employee Experience Suites, WebSphere Portal
and Web Content Manager Software and Solutions– http://www-03.ibm.com/software/products/en/employee-experience-suite – http://www-03.ibm.com/software/products/en/ibmcustxpersuit – http://www-03.ibm.com/software/products/en/websportfami – http://www-03.ibm.com/software/products/en/ibmwebcontmana/
• WebSphere Portal and IBM Web Content Manager Wiki– http://www-10.lotus.com/ldd/portalwiki.nsf
• WebSphere Portal Business Solutions Catalog– https://greenhouse.lotus.com/catalog/home_full.xsp?fProduct=IBM%20Web%20Content%20Manager
● XDX8001 PoT-P7 Summary and Next Steps presentation https://w3-connections.ibm.com/files/app#/file/ac2465f0-b76b-40df-a477-6f3f474cd00e
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© IBM Corporation 2014. All Rights Reserved.
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