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Managing eZ Publish Web Content Management Projects

Book Description

"

Overview of Managing eZ Publish Web Content Management Projects

  • Tips and expert advice for the whole eZ publish web CMS project lifecycle

  • Learn about the requirements and success factors of an eZ project

  • Implement eZ publish projects successfully, efficiently, and effectively

In Detail

eZ Publish is an enterprise open-source CMS (content management system) and development framework with functionality for web publishing, intranets, e-commerce, extranets, and web portals.

In this book, Martin Bauer of designit.com.au, an eZ publish Silver partner, teaches you how to successfully manage and implement an eZ publish web content management project. He shows you how to produce quality results in a repeatable manner with the minimum of effort, and end up with eZ publish solutions that will delight your clients.

The book presents strategies, best practices, and techniques for all steps of your eZ publish project, starting from client requirements, through planning, information architecture and content modeling, design considerations, and right up to deployment, client training, maintenance, support, and upgrades.

This book takes you through the process of successfully managing an eZ publish web content management project in an efficient and effective manner, giving you strategies, best practices, and techniques for implementing eZ publish projects to delight your clients.

"

Table of Contents

  1. Managing eZ Publish Web Content Management Projects
  2. Credits
  3. About the Author
  4. About the Reviewers
  5. Preface
    1. What This Book Covers
    2. Who is This Book For?
    3. Conventions
    4. Reader Feedback
    5. Customer Support
      1. Errata
      2. Questions
  6. 1. Understanding Web Content Management
    1. Why Use a Content Management System?
    2. Content Management versus Development
      1. Test Cricket
      2. 20 20 Cricket
      3. Key Differences
        1. Methodologies
        2. Stakeholders
        3. Experience Levels
        4. Project Scales
        5. Project Experience and Understanding
        6. Interfaces
    3. Myths
      1. Myth no. 1
      2. Myth no. 2
      3. Myth no. 3
      4. Myth no. 4
    4. Types of Websites and Web Applications
      1. Static Websites
        1. Objectives
        2. Content Requirements
        3. Information Architecture
        4. Information and Navigation Design
        5. Visual Design
      2. Web Applications
        1. Objectives
        2. Functional Specification
        3. Interaction Design
        4. Information and Interface Design
        5. Visual Design
      3. Static Websites versus Web Applications
    5. Web Solution Categories
      1. Interactive
      2. Transactional
      3. Workflow-Based
      4. Collaborative
      5. Knowledge-Based
    6. What does All This Mean for eZ Publish Projects?
    7. Summary
  7. 2. Information Architecture and Design
    1. Information Architecture
      1. Task Oriented
      2. Content Oriented
    2. Five Facets of Design
      1. Content Modeling
        1. Content Class
      2. Information and Navigation Design
        1. Information Design
        2. Navigation Design
      3. Interaction Design
      4. Technical Design
      5. Wish
      6. Visual Design
        1. Contrast
        2. Uniformity
        3. A Common Mistake
      7. Visual Design Issues
        1. Design by Default
        2. Design by Fiat
        3. Design by Committee
        4. The Average User
        5. The Right Questions
        6. If All Else Fails
    3. Summary
  8. 3. eZ Publish Overview
    1. What is eZ Publish?
      1. Separation of Layers
      2. Managing Content
      3. What is eZ Publish Good For?
      4. Internal Structure and Configuration
        1. Directory Structure
        2. Configuration Files
    2. The Lego Approach
      1. Content Blocks
      2. Display Blocks
      3. Functional Blocks
    3. Data Types, Content Classes, and Objects
      1. Datatype
      2. Content Class
      3. Object
      4. Versions
    4. Structuring Content
      1. Nodes and Locations
      2. Locations
      3. Visibility
    5. Sections
      1. Assigning Sections
      2. Managing Sections
    6. Templates
      1. Template Code
      2. View Templates
      3. Node Templates
        1. Custom Node Templates
        2. $node
        3. System Templates
        4. Custom System Templates
        5. pagelayout.tpl
          1. Cascading Style Sheets
          2. Module Result
    7. Template Override System
    8. Designs
      1. Default Design
      2. Design Structure
        1. /fonts
        2. /images
        3. /overrides
        4. /stylesheets
        5. /templates
        6. siteaccess
    9. Access Control
      1. Users
      2. User Account Datatype
      3. User Details
      4. User Groups
      5. Policies
        1. Functions
      6. Roles
    10. Workflow
      1. Events
      2. A Workflow
      3. Standard Triggers
      4. Standard Events
    11. Extensions
    12. Summary
  9. 4. Defining an eZ Publish Project
    1. Requirements
      1. Capturing the Vision
        1. Why Are We Doing This?
        2. Theory versus Reality
        3. Formats
        4. The Author
        5. Interpretation
        6. Knowing How Much Detail to Capture
        7. The Last Word
    2. Project Brief
      1. Organizational Purpose
      2. Project Purpose
      3. Project Objectives
      4. Target Market
    3. Project Brief—The White Angel Foundation
      1. The Organizational Purpose
      2. The Project Purpose
      3. The Project Objectives
      4. The Target Market
    4. Planning Workshop
      1. Success
        1. Success Factors
          1. Stakeholder Satisfaction
          2. Meeting Project Objectives
          3. Meeting an Agreed Budget
          4. Delivering On Time
          5. Adding Value
          6. Meeting Quality Requirements
          7. Team Satisfaction
      2. Success Sliders
      3. Project Scope and Objectives
      4. Project Scope
      5. Objectives, Outputs, and Outcomes
      6. Quality
        1. Quality Factors
        2. Measuring Quality
    5. Estimation
      1. Reality Check
      2. Estimation Errors
      3. Usual Situation
        1. The Developer's Estimate
        2. The Project Manager's Estimate
        3. Low Bid
        4. The Sales Manager's Estimate
        5. Management/Client Directive
      4. Common Language
        1. Guess
        2. Estimate
        3. Fixed Price Quote
      5. The Ideal Situation
    6. Summary
  10. 5. How to Write a Specification
    1. Content Model
      1. The Studies in Australia Model
    2. Users and Groups
      1. General Public (Anonymous)
        1. Registration
      2. Members
        1. Member Class
        2. Member Functions
          1. Login
          2. Forgot Password
          3. Change Password
          4. Manage Details
      3. Editors
      4. Administrators
    3. Features
      1. Good Company Feature Overview
      2. Community Group Registration and Administration
        1. Community Group Registration Wireframe
        2. Community Group Administration Wireframes
          1. Community Group Listing
          2. Community Acceptance Wireframe
            1. Functions
      3. Wish Searching
        1. Wish Search Results
        2. Wish Search Details
    4. Site Map
    5. Content Classes and Rules
      1. Content Analysis
      2. Content Modeling
      3. Relation to Site Structure
      4. Views
        1. Products Main Page
        2. Product Category View
        3. Product Details
    6. Custom Templates
      1. Deans Art Homepage
      2. Queen Victoria Women's Centre Homepage
    7. Screen and Performance Standards
      1. Browser Compatibility
      2. Screen Resolution
      3. Accessibility
      4. Performance
    8. Specification Process
      1. High-Level Specification Workshop
      2. Domain Walkthrough
      3. Users and Roles of the System
      4. Object Model
      5. Key Relationships between Objects
      6. Object Role Diagram
      7. Features
      8. Site Map
      9. Detailed Specification
    9. Creative Brief
      1. The Product or Communication Task
        1. What is the product that this client is selling?
        2. What information is the client communicating or receiving?
      2. The Type of Product
        1. What type of product does our client produce?
      3. Target Market & Audience
        1. Who is the client's market?
        2. Who buys their product?
        3. Who are they interacting/communicating with?
        4. Which segment of the Target Market is this execution aimed at?
        5. Which segment of the Target Market is going to be using this site the most?
        6. Is there a Primary Audience and a Secondary Audience?
      4. Demographic Profile
        1. What is their age?
        2. Where do they live?
        3. How much money do they earn?
        4. What is their level of schooling?
        5. Would they access the site from home or from work?
        6. What is their bandwidth?
        7. Are they "net-savvy'?
      5. Psychographic Profile
        1. How do they feel towards our client's brand?
        2. What is their perception of our client's brand?
        3. Do they spend money on a whim?
        4. Who makes the decision when it comes to online purchases of our client's product category?
      6. Marketing Objective
        1. What is our client's main business/communication objective in going online?
      7. Creative Strategy
        1. What are we going to try to achieve creatively, with our client's product or service?
      8. Competition
        1. Who else is selling/doing the same thing our client is?
        2. Competitor sites
        3. What are they doing?
      9. Other Points
      10. Existing Branding
        1. Do you have an existing Logo?
        2. Is there an existing branding style guide?
        3. If no, then do you require branding and logo creation?
        4. Is there a company slogan or tagline?
    10. Summary
  11. 6. Content Modeling
    1. The Purpose of a Content Model
    2. What Makes a Good Model?
    3. Defining a Content Model
      1. Step 1: Domain Walkthrough
      2. Step 2: Identify Users of the System
      3. Step 3: Identify the Key Classes
      4. Step 4: Identify Relationships between the Classes
      5. Step 5: Create a Relationship Diagram
      6. Step 6: Create a Glossary
    4. Summary
  12. 7. Planning and Pricing
    1. Project Planning
      1. Standard Approach
      2. Staged Approach
    2. Pricing Your Project
      1. Time-Based Pricing
      2. Value Pricing
    3. Summary
  13. 8. Risk Management
    1. Key Steps in Risk Management
      1. Case Note
      2. Risk Assessment
      3. Risk Evaluation
      4. Risk Reduction
      5. Risk Monitoring
      6. Risk Reporting
    2. Types of Risks
      1. Project Risk
        1. System Complexity
        2. Target Environment
        3. Team Environment
        4. Business Project Risk
      2. Business Risk
      3. Production System Risk
      4. Benefits Realization Risk
      5. Personal Risk
    3. Risk Management in Practice
      1. Risk Assessment Overview
      2. Risk Memos
        1. Risk Memo
    4. Shooting the Messenger
      1. Who is Responsible?
      2. Risk Reporting
        1. Risk Report
    5. Key Risks in eZ publish Projects
      1. Experience
      2. Content
    6. Summary
  14. 9. Open Project Management
    1. Manifesto for Agile Software Development
    2. Individuals and Interactions over Processes and Tools
    3. Working Software over Comprehensive Documentation
    4. Customer Collaboration over Contract Negotiation
    5. Responding to Change over Following a Plan
    6. Open Management Practices
      1. Team Dynamics
        1. Who's on the Team?
          1. Project Sponsor/Client
          2. Project Manager
          3. Designer
          4. Developer
          5. System Administrator
      2. Avoiding the "Us and Them" Syndrome
      3. Daily Meetings
      4. Communication
        1. Forms of Communication
      5. Progress Reports
        1. Achievements
        2. Dependencies
        3. Assumptions
        4. Issues and Risks
        5. Resolutions
      6. Sample Progress Report
        1. Achievements
        2. Assumptions
        3. Dependencies
        4. Issues and Risks
        5. Resolutions
      7. Project Extranet
        1. Meeting Notes
        2. Progress Reports
        3. Documentation
        4. Tasks
    7. Summary
  15. 10. Implementation
    1. Infrastructure
      1. Development
      2. Staging
      3. Production
    2. Version Control
    3. Setup
    4. Configuration and Development
      1. Content Classes
      2. Site Structure
      3. Sample Content
      4. Custom Templates
      5. Users and Groups
      6. Extensions and Workflow
      7. Styling
        1. core.css
        2. style.css
        3. homestyle.css
        4. section_name.css
        5. print.css
    5. Moving Code between Environments
    6. Content Gathering
    7. Content Population
      1. Manual Content Population
      2. Automated Content Population
    8. Summary
  16. 11. Testing
    1. Load Testing
      1. Page Views
      2. Sessions
      3. Web Server Connections
      4. Database Connections
      5. Running Load Tests
      6. Testing, Monitoring, and Reporting Tools
      7. eZ Debug
        1. Debug Output
        2. Template Debug
        3. Inline Template Debug
        4. List of Used Templates
        5. SQL Debug Output
      8. Nagios
      9. Cacti
      10. Mytop
      11. Sample Test Plan
        1. 1.0. Executive Summary
          1. 1.1. Background
          2. 1.2. Scope
        2. 2.0. Test Design
          1. 2.1. Test Strategy
          2. 2.2. Assumptions
          3. 2.3. Test Steps
            1. 2.3.1. Setup
            2. 2.3.2. Recording and Scripting
            3. 2.3.3. Data Population
            4. 2.3.4. Test Run
            5. 2.3.5. Reporting
            6. 2.3.6 Schedule
        3. 3.0 Special Test for TransNET Update
          1. 3.1. General Requirements for Performing the TransNET Update and Enquiry Tasks
      12. Sample Test Report
        1. Test Case No. 4
          1. Analysis
    2. Browser and User Acceptance Testing
      1. User Acceptance Testing
      2. Automated Testing with Selenium
    3. Accessibility Testing
    4. Summary
  17. 12. Training
    1. Standard User Training
    2. Custom Training
    3. User Manual
      1. Standard Manual
        1. Sorting Content (designIT User Manual)
      2. Custom Manual
        1. Managing Maps Custom Feature
          1. Network Maps
            1. How to Add a Network Map
            2. Attributes
          2. Route Maps
            1. How to Add a Network Map
            2. Attributes
    4. Technical Training
    5. Summary
  18. 13. Maintenance and Support
    1. Patches
    2. Upgrades
      1. Planning an Upgrade
        1. Backup
        2. Setup
        3. Upgrade
        4. Testing
    3. Enhancements
    4. Support
      1. Content Management
      2. Bug Fixes
    5. Summary
  19. A. Appendix A