Transcript Web Content Management In SharePoint

Nicole Bird, Web Analyst
Roanoke County, VA
April 22, 2009
1997
• IT Director developed and maintained first Intranet
and Internet sites
1998
• Grew by assigning Dept Webmasters, who used
Front Page 98 for content.
1999
• IT still reviewed and published content until IT
Director left. Then publishing fell to Depts.
2000
• I became County Webmaster. Standardized all Internet
and Intranet webmasters on FP 2000.
• Minor facelift of Internet. Attempted consistent
branding using Frames.
2001
•Our team, Enterprise Services Division formed. Removed
Intranets that were dups of Internet sites. Purchased
MCMS. Hired consultant to produce base site and
2003
templates.
2004
2008
2009
• Released MCMS Internet site with template branding.
WMs had a single content placeholder to do with as
they pleased.
Began researching SharePoint.
•Minor facelift of Internet. Enforced branding with tighter
editor options and style sheets for the 26 Internet sites.
Began researching MOSS.
•Have hired a consultant to review our plans and give us a
Best Practices overview.
WCM in its broadest term is to publish content
created by content authors to a production
website.
To ensure it is done correctly, timely, and
enhances your business processes you should
implement a content publishing process.
Page
Scheduling
Workflow
Content
Deployment
IA covers categorizing the content that visitors will come to your
site for, and defining how it is organized and presented
Common questions to answer are:
 Who are your users? How do they want to use your
content? Are there logical groups of users?
 How many top level site collections do you need? What are
the subsites? Do you need multi-tier staging/publishing
and/or content approval? What are the security
requirements?
 Do you have a brand, and should it be common across all
sites? Can you utilize Master Pages, Page layouts, Style
Sheets?
. . . Full list can be found in the Resources Section >webmonkey
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Survey existing systems – If you are replacing a WCM, analyze
the usage logs and see what works & what doesn't. If your
current architecture isn't working, determine what needs to
change. If a pg 3 levels down isn't visited, find out why.
Survey User Requirements – Conduct a survey of your users: are
you getting the information you’re looking for? Is it where you
expect it? Is it called what you thought? Avoid business/internal
terms that customers are not familiar with.
Survey Business Requirements – Don't assume you know your
business rules. Ask the people who create the content, what the
business use is. Also helps determine need for security, physical
topology, branding, etc. Flesh out Internet vs. Intranet, crossdepartment services.
When you are done, document it.
The AI content will feed your design
decisions
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Understand pros/cons of Site Collections
Understand properties the propagate from
site to subsite, as well as properties you can
override in subsites
Consider security requirements if any content
is not anonymous
Take advantage of SharePoint’s rich OOTB
Navigation based on site structure. (next pg)
More information in the resources section> Prescriptive Guidance.
A typical page render:
http://website/news/pages/welcome.aspx
2.
MasterPage.master
Title
3.
PageLayout.aspx
Date
Field Control
Field Control
Field Control
Image
Field
Control
1.
ByLine
Body
Field Control
Field Control
4.
Welcome.aspx page
is requested
Page layout associated
with page is retrieved
Master page
associated with site is
retrieved
Controls in page
layout render content
from page’s fields into
the page
Inherited from WSS
FileName
PageLayout
Title
Body
Image
Welcome.aspx
PageLayout.aspx
Welcome To News
Lorem ipsum dolor sit ...
/Images/Chair.jpg
Versioning
Check-in&out
Content
types
Access
control
Workflow
2 Stage
Undelete
Link Fix-up
etc.
http://website/news/pages/welcome.aspx
PageLayout.aspx
Title
Image
Field
Control
Date
Field Control
Field Control
Field Control
ByLine
Body
Field Control
Page Layouts are
templates that define how
content items are
arranged on a page.
Content Providers pick a
page layout based on type
of content they have.
Field Control
Field Controls Ensure they
follow set format when
placing text
FileName
PageLayout
Title
Body
Image
Welcome.aspx
PageLayout.aspx
Welcome To News
Lorem ipsum dolor sit ...
/Images/Chair.jpg
http://website/news/pages/welcome.aspx
MasterPage.master
Title
PageLayout.aspx
Image
Field
Control
Date
Field Control
Field Control
Field Conrol
ByLine
Body
Field Control
Field Control
Global branding/
Chrome is the
Common frame:
Navigation
Logos
Search Box
Login control
Editing controls
CSS references
Help
…any other
control you build
Your WCM system must include “Controlled Publishing”
processes that enable authorized persons to manage
the content. SharePoint provides:
 Check in / out – prevents conflicting edits by multiple
authors.
 Versioning – drafts are minor, published are major.
 Page Scheduling – Can set Publish and Expire dates
(MOSS only)
 Document Converters – “Smart Client” allows authors
to repurpose Office documents into web pages.
 Workflow – pages can be routed after edits.
 Approval – Usually the end of the workflow, but if no
workflow, this is the ultimate publish of the page.
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Is this an Intranet (authenticated/different
rights across site) or Internet
(anonymous/read-only)?
Do you need multiple server farms to provide
isolated development, testing, staging, and
production environments?
What is the resource requirement for request
and search query throughput?
more info for your Server Admin under Resources. . .
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Ensure you have someone with experience in
Microsoft security, DMZ, firewalls, ports, etc.
on your WCM team!
See Module 4 in the reference item WCM
Resource Center 6 part demo
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MOSS Core Files (CSS, JS) – could cause
download time to be 10-20 secs slower. Can
either delay the load, or load only when
needed.
Use validated (X)HTML, CSS – Consider
keeping full CSS in dev, but minify the
published version.
Optimize your custom controls and code.
Utilize IIS Compression, Site Output Caching,
Page Layout Caching, Disk-Based Caching for
BLOBS, and Web Part Caching as appropriate.
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Can customize Content Presentation
◦ Field Controls, Navigation, Site Variations
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Can customize Content Editing
◦ Page Editing Toolbar:
◦ HTML Editor Field Control:
◦ Check out Telerik and AKS if OOTB isn’t enough
Resources
•MS WCM Resource Center for MOSS – This presentation is based on my training on the 6 part
demo. http://technet.microsoft.com/en-us/office/sharepointserver/bb736743.aspx
•Prescriptive Guidance for WCM by Andrew Connell, MS MVP – First few pages are general,
share this with your .NET developer http://msdn.microsoft.com/en-us/library/cc879144.aspx
•Configuring and Deploying Anonymous Publishing Sites by Andrew Connell – Performance,
Tuning, Securing tips http://msdn.microsoft.com/en-us/library/dd638968.aspx
•Bob Mixon's take on Site Collections
http://masteringsharepoint.com/blogs/bobmixon/archive/2008/07/11/sharepoint-2007-sitecollections-and-when-to-use-them.aspx
•Heather Solomon, MS MVP – Most SharePoint MVPs refer to Heather as the SharePoint
Branding Diva. Check out her Minimal Master, as well as a commented structure of the Core.css
file. http://www.heathersolomon.com/blog/
•Information Architecture Series by WebMonkey – Beginning process to help cull out the
information design of your site.
http://www.webmonkey.com/tutorial/Information_Architecture_Tutorial.
•6 part Master Page series in Sharepoint Magazine. This link is part 6, which contains other 5
links. http://sharepointmagazine.net/technical/development/incorporating-a-master-page-into-asharepoint-site-definition-master-pages-and-sharepoint-part-6-of-6
Resources (cont)
•MS TechNet Internet Presence Scenario for MOSS:
http://technet.microsoft.com/en-us/library/cc950780.aspx
•Planning and other Worksheets – Microsoft's attempt to help you sort out
pieces of SharePoint implementations. http://technet.microsoft.com/enus/library/cc262451.aspx For WCM, look for "Plan Web site structure and
publishing“
•Michael Gannotti, Why use MOSS for WCM? (don't watch if you get carsick!)
http://sharepoint.microsoft.com/blogs/mikeg/Lists/Posts/Post.aspx?ID=1528
•Ian Morrish, who runs wssdemo.com has some good info on WSS WCM as well:
http://www.wssdemo.com/Blog/archive/2009/03/06/Web-Content-Management-withWindows-SharePoint-Services.aspx
•Information on performance and capacity planning, including test cases and sample
scenarios, Plan for software boundaries:
http://go.microsoft.com/fwlink/?LinkID=95115&clcid=0x409
•Estimate performance and capacity requirements for Internet environments
http://go.microsoft.com/fwlink/?LinkId=140143&clcid=0x409
•Caching: http://technet.microsoft.com/en-us/library/cc298466.aspx
•For Google fans! Try out “Let me Google that for you!”
http://lmgtfy.com/?q=Build+public+facing+website+sharepoint
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Other items discussed:
If you can’t get enough Sharepoint news, here is
a great aggregated RSS feed:
www.sharepointfeeds.com
Check out the Yahoo group on Sharepoint
(originally created for their students but is now
public)
http://tech.groups.yahoo.com/group/sharepoin
tdiscussions/
Forget to mention at the meeting!
If you must try WCM with WSS please check out
this site: www.completeSharePoint.net
This is a free CMS alternative to MOSS built on top
of wss 3.0.
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