Managing eZ Publish Web Content Management Projects电子书

Managing eZ Publish Web Content Management Projects

Table of Contents

Managing eZ Publish Web Content Management Projects

Credits

About the Author

About the Reviewers

Preface

What This Book Covers

Who is This Book For?

Conventions

Reader Feedback

Customer Support

Errata

Questions

1. Understanding Web Content Management

Why Use a Content Management System?

Content Management versus Development

Test Cricket

20–20 Cricket

Key Differences

Methodologies

Stakeholders

Experience Levels

Project Scales

Project Experience and Understanding

Interfaces

Myths

Myth no. 1

Myth no. 2

Myth no. 3

Myth no. 4

Types of Websites and Web Applications

Static Websites

Objectives

Content Requirements

Information Architecture

Information and Navigation Design

Visual Design

Web Applications

Objectives

Functional Specification

Interaction Design

Information and Interface Design

Visual Design

Static Websites versus Web Applications

Web Solution Categories

Interactive

Transactional

Workflow-Based

Collaborative

Knowledge-Based

What does All This Mean for eZ Publish Projects?

Summary

2. Information Architecture and Design

Information Architecture

Task Oriented

Content Oriented

Five Facets of Design

Content Modeling

Content Class

Information and Navigation Design

Information Design

Navigation Design

Interaction Design

Technical Design

Wish

Visual Design

Contrast

Uniformity

A Common Mistake

Visual Design Issues

Design by Default

Design by Fiat

Design by Committee

The Average User

The Right Questions

If All Else Fails

Summary

3. eZ Publish Overview

What is eZ Publish?

Separation of Layers

Managing Content

What is eZ Publish Good For?

Internal Structure and Configuration

Directory Structure

Configuration Files

The Lego Approach

Content Blocks

Display Blocks

Functional Blocks

Data Types, Content Classes, and Objects

Datatype

Content Class

Object

Versions

Structuring Content

Nodes and Locations

Locations

Visibility

Sections

Assigning Sections

Managing Sections

Templates

Template Code

View Templates

Node Templates

Custom Node Templates

$node

System Templates

Custom System Templates

pagelayout.tpl

Cascading Style Sheets

Module Result

Template Override System

Designs

Default Design

Design Structure

/fonts

/images

/overrides

/stylesheets

/templates

siteaccess

Access Control

Users

User Account Datatype

User Details

User Groups

Policies

Functions

Roles

Workflow

Events

A Workflow

Standard Triggers

Standard Events

Extensions

Summary

4. Defining an eZ Publish Project

Requirements

Capturing the Vision

Why Are We Doing This?

Theory versus Reality

Formats

The Author

Interpretation

Knowing How Much Detail to Capture

The Last Word

Project Brief

Organizational Purpose

Project Purpose

Project Objectives

Target Market

Project Brief—The White Angel Foundation

The Organizational Purpose

The Project Purpose

The Project Objectives

The Target Market

Planning Workshop

Success

Success Factors

Stakeholder Satisfaction

Meeting Project Objectives

Meeting an Agreed Budget

Delivering On Time

Adding Value

Meeting Quality Requirements

Team Satisfaction

Success Sliders

Project Scope and Objectives

Project Scope

Objectives, Outputs, and Outcomes

Quality

Quality Factors

Measuring Quality

Estimation

Reality Check

Estimation Errors

Usual Situation

The Developer's Estimate

The Project Manager's Estimate

Low Bid

The Sales Manager's Estimate

Management/Client Directive

Common Language

Guess

Estimate

Fixed Price Quote

The Ideal Situation

Summary

5. How to Write a Specification

Content Model

The Studies in Australia Model

Users and Groups

General Public (Anonymous)

Registration

Members

Member Class

Member Functions

Login

Forgot Password

Change Password

Manage Details

Editors

Administrators

Features

Good Company Feature Overview

Community Group Registration and Administration

Community Group Registration Wireframe

Community Group Administration Wireframes

Community Group Listing

Community Acceptance Wireframe

Functions

Wish Searching

Wish Search Results

Wish Search Details

Site Map

Content Classes and Rules

Content Analysis

Content Modeling

Relation to Site Structure

Views

Products Main Page

Product Category View

Product Details

Custom Templates

Deans Art Homepage

Queen Victoria Women's Centre Homepage

Screen and Performance Standards

Browser Compatibility

Screen Resolution

Accessibility

Performance

Specification Process

High-Level Specification Workshop

Domain Walkthrough

Users and Roles of the System

Object Model

Key Relationships between Objects

Object Role Diagram

Features

Site Map

Detailed Specification

Creative Brief

The Product or Communication Task

What is the product that this client is selling?

What information is the client communicating or receiving?

The Type of Product

What type of product does our client produce?

Target Market & Audience

Who is the client's market?

Who buys their product?

Who are they interacting/communicating with?

Which segment of the Target Market is this execution aimed at?

Which segment of the Target Market is going to be using this site the most?

Is there a Primary Audience and a Secondary Audience?

Demographic Profile

What is their age?

Where do they live?

How much money do they earn?

What is their level of schooling?

Would they access the site from home or from work?

What is their bandwidth?

Are they "net-savvy'?

Psychographic Profile

How do they feel towards our client's brand?

What is their perception of our client's brand?

Do they spend money on a whim?

Who makes the decision when it comes to online purchases of our client's product category?

Marketing Objective

What is our client's main business/communication objective in going online?

Creative Strategy

What are we going to try to achieve creatively, with our client's product or service?

Competition

Who else is selling/doing the same thing our client is?

Competitor sites

What are they doing?

Other Points

Existing Branding

Do you have an existing Logo?

Is there an existing branding style guide?

If no, then do you require branding and logo creation?

Is there a company slogan or tagline?

Summary

6. Content Modeling

The Purpose of a Content Model

What Makes a Good Model?

Defining a Content Model

Step 1: Domain Walkthrough

Step 2: Identify Users of the System

Step 3: Identify the Key Classes

Step 4: Identify Relationships between the Classes

Step 5: Create a Relationship Diagram

Step 6: Create a Glossary

Summary

7. Planning and Pricing

Project Planning

Standard Approach

Staged Approach

Pricing Your Project

Time-Based Pricing

Value Pricing

Summary

8. Risk Management

Key Steps in Risk Management

Case Note

Risk Assessment

Risk Evaluation

Risk Reduction

Risk Monitoring

Risk Reporting

Types of Risks

Project Risk

System Complexity

Target Environment

Team Environment

Business Project Risk

Business Risk

Production System Risk

Benefits Realization Risk

Personal Risk

Risk Management in Practice

Risk Assessment Overview

Risk Memos

Risk Memo

Shooting the Messenger

Who is Responsible?

Risk Reporting

Risk Report

Key Risks in eZ publish Projects

Experience

Content

Summary

9. Open Project Management

Manifesto for Agile Software Development

Individuals and Interactions over Processes and Tools

Working Software over Comprehensive Documentation

Customer Collaboration over Contract Negotiation

Responding to Change over Following a Plan

Open Management Practices

Team Dynamics

Who's on the Team?

Project Sponsor/Client

Project Manager

Designer

Developer

System Administrator

Avoiding the "Us and Them" Syndrome

Daily Meetings

Communication

Forms of Communication

Progress Reports

Achievements

Dependencies

Assumptions

Issues and Risks

Resolutions

Sample Progress Report

Achievements 

Assumptions

Dependencies

Issues and Risks

Resolutions

Project Extranet

Meeting Notes

Progress Reports

Documentation

Tasks

Summary

10. Implementation

Infrastructure

Development

Staging

Production

Version Control

Setup

Configuration and Development

Content Classes

Site Structure

Sample Content

Custom Templates

Users and Groups

Extensions and Workflow

Styling

core.css

style.css

homestyle.css

section_name.css

print.css

Moving Code between Environments

Content Gathering

Content Population

Manual Content Population

Automated Content Population

Summary

11. Testing

Load Testing

Page Views

Sessions

Web Server Connections

Database Connections

Running Load Tests

Testing, Monitoring, and Reporting Tools

eZ Debug

Debug Output

Template Debug

Inline Template Debug

List of Used Templates

SQL Debug Output

Nagios

Cacti

Mytop

Sample Test Plan

1.0. Executive Summary

1.1. Background

1.2. Scope

2.0. Test Design

2.1. Test Strategy

2.2. Assumptions

2.3. Test Steps

2.3.1. Setup

2.3.2. Recording and Scripting

2.3.3. Data Population

2.3.4. Test Run

2.3.5. Reporting

2.3.6 Schedule

3.0 Special Test for TransNET Update

3.1. General Requirements for Performing the TransNET Update and Enquiry Tasks

Sample Test Report

Test Case No. 4

Analysis

Browser and User Acceptance Testing

User Acceptance Testing

Automated Testing with Selenium

Accessibility Testing

Summary

12. Training

Standard User Training

Custom Training

User Manual

Standard Manual

Sorting Content (designIT User Manual)

Custom Manual

Managing Maps Custom Feature

Network Maps

How to Add a Network Map

Attributes

Route Maps

How to Add a Network Map

Attributes

Technical Training

Summary

13. Maintenance and Support

Patches

Upgrades

Planning an Upgrade

Backup

Setup

Upgrade

Testing

Enhancements

Support

Content Management

Bug Fixes

Summary

A. Appendix A

The White Angel Foundation Functional Specification

Table of Contents

Revision Control

1 Introduction

2 Site Map

3 Standard Features

3.1 Section

3.1.1 Section Attributes

3.1.2 Rules

3.1.3 Views

3.2 Info page

3.2.1 Attributes

3.3.1 Rules

3.3.2 Views

3.3 Article

3.2.1 Attributes

3.2.2 Rules

3.3.3 Sub-page Attributes

3.3.4 Views

3.4 News

3.4.1 News Archive Attributes

3.4.2 News Items Attributes

3.4.3 Rules

3.4.4 Views

3.5 Gallery

3.5.1 Attributes

3.5.2 Rules

3.5.3 Image Attributes

3.5.4 Views

3.6 FAQ

3.6.1 Views

3.7 Flash

3.7.1 Attributes

3.7.2 Rules

3.7.3 Views

3.8 Video

3.8.1 Attributes

3.8.2 Rules

3.8.3 Views

3.9 Portal

3.9.1 Attributes

3.9.2 Rules

3.9.3 Views

3.10 Node List

3.10.1 Attributes

3.10.2 Rules

3.10.3 Views

3.11 Links List

3.11.1 Links List Attributes

3.11.2 Link Attributes

3.11.3 Rules

3.11.4 Views

4 Page Structure

4.1 Footer

4.2 Site Search

4.3 Navigation

4.4 Ordering of Content

4.5 Breadcrumbs

4.6 Right-Hand Column

5 Media Library

6 Users & Roles

6.1 Default Users

7 Custom Features

7.1 Newsletter

7.1.1 Attributes

7.1.2 Rules

7.1.3 Views

7.2 Online Shop

7.2.1 Product Group Attributes

7.2.2 Product Attributes

7.2.3 Event Attributes

7.2.4 Special Attributes

7.2.5 Rules

7.2.6 Shopping Cart

7.2.7 Views

7.2.8 Checkout Procedure

7.2.9 Delivery Costs

7.2.10 Invoices

7.2.11 Payment

7.2.12 Orders

7.2.13 Reports

7.3 Donations

7.4 Form Builder

7.5 Dynamic Sitemap

8 Browser Compatibility

Index