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@ ESO



                           WCMS Selection and Testing Experiences
                                                   Rein Warmels, Gabriele Zech




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 1
@ ESO

 ESO Overview
 ESO, the European Southern Observatory, builds and operates a
 suite of the world's most advanced ground-based astronomical
 telescopes
 ➤  Foremost intergovernmental astronomy organisation in Europe and
    the world’s most productive astronomical observatory.
 ➤  Supported by Austria, Belgium, the Czech Republic, Denmark,
    Finland, France, Germany, Italy, the Netherlands, Portugal, Spain,
    Sweden, Switzerland and the United Kingdom.
 ➤  Headquarters in Garching/Munich. Observatories in Chile: Paranal,
    La Silla, Chajnantor and ???
 ➤  Budget 135 MEuro per year.
 ➤  Personnel ~ 700 Staff (International and Local)

Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 2
@ ESO

     Sites and Locations




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 3
@ ESO

 Major Activities
 1. Operations: Running the Observatories

 ➤  Service Observing: 4++ Telescopes, 16++ Instruments, 365 Nights
    per year
 ➤  Telescopes and Instruments: Maintenance, Data Quality Control,
    Calibration, Instrument Monitoring, Upgrades
 ➤  User Support: In Garching and at the Observatories; 1800 Proposals
    per year; 1000 Observing Runs
 ➤  Archive Operations - Virtual Observatory: Currently 65 TBytes,
    growth rate 15 TBytes per year, after 2013 150 TBytes per year,
    10.000 data requests per year


Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 4
@ ESO

 Major Activities
 2. Developments

 ➤  Telescopes and Dome Structures, Control Systems, Electronics,
    Optical Systems
 ➤  Instrumentation (optical, infrared) , Detectors and Controllers, Laser
    Guide Stars, Cryo-Vacuum, Integration
 ➤  Software Telescope Control, Data Acquisition, Data Calibration, Data
    Reduction, Database Applications, Archive, Virtual Observatory




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 5
@ ESO

 Major Activities
 3. Science

 ➤  Planetary Research
 ➤  Stellar Structure and Evolution

 ➤  Stellar Populations
 ➤  Evolution of Galaxies and the ISM

 ➤  Cosmology and Early Universe




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 6
@ ESO
      Users Communities
   ➤  Public Users
Science Public


      Press and Media, General Public, Students/Teachers, Future Staff,
      Industry, Vendors, Policy Makers
   ➤  Scientists
      Facilities: Paranal, La Silla, Future (e.g. ALMA, ELT), Proposal
      Submission, Post Observing Processing (Quality Control, Archive),
      Observing Tools, Science Events (Symposia, Talks)

   ➤  ESO Staff
Intranet




      Operations, Information for ESO Staff (Human Resources, IT, Safety),
      Administrative Processes, Internal Communication, Divisional and
      Departmental Information, Social Activities


   Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 7
@ ESO
 The ESO Web: Indispensable for doing Science
 ➤  Services and Support for scientists and engineers; disseminating of
    information: Operations and Development
 ➤  Communication for documents, images, Critical for coordination in
    particular in areas of science and archive operations: Science
 ➤  Progress on Future Facilities: Science, Politics
 ➤  Comprehensive information for the Public: Visibility, Politics




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 8
@ ESO

 ESO Web Operations (1)
  ➤  Authoring/Applications                          CONSISTENCY
     ➮  Public Affairs: Public Area (Press Releases, Education, General
        Information)
     ➮  Divisions and Departments
        Garching: ~ 30 staff members
        Chile: ~ 20 staff members

  ➤  Operations/Content Management              MAINTAINABILITY
      ➮  IT Department: Maintenance of Web HW/SW Infrastructure,
         Technical Support (2 Staff, Helpdesk)
      ➮  Public Affairs: Media Archive



Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 9
@ ESO

 ESO Web Operations (2)

  Statistics (www.eso.org only):
      ➤  1 Gbps incoming, 300 Mbps outgoing; Backbone 10 Gbps
          ➤  20+ servers, mostly Dell Blades, VMware virtual servers
          ➤  50+ Web sites
          ➤  ~ 80 IP addresses for web related servers
          ➤  Pages: ~ 115 000 HTML pages; ~ 13.000 pdf files
          ➤  Visits: ~ 5.000.000 hits/month; ~ 5.000.000 page views/month
          ➤  Transfer > 1 PBytes (excl. Science Archive)




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 10
@ ESO
  Why a CMS                                               Improvement Potential

  ➤  Look and Feel                                ➤  Administration
          –  Consistency                             –  Central administration
          –  Central control                            (Backup/Restore, user
                                                        management, server
                                                        control…)
  ➤  Content                                         –  Rights and permissions
          –  Content creation
                                                  ➤  Future Web
          –  Syndication, Synergies
                                                     –  Personalised pages
          –  Workflow
                                                     –  Metadata management
          –  Structure and metadata                  –  Groupware and community
                                                     –  State-of-the-art (“Web 2.0”)
                                                        technologies and platforms
Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 11
@ ESO

 WCMS Selection Process
 1.  WCMS Candidate Systems (PHP, Java, Open Source)
 2.  ESO Web Content Analysis
 3.  Collection and Definition of Requirements
 4.  Architecture Issues
 5.  Construction of Use Cases, Priorities
 6.  Selection of Candidate Systems: Presentation, Proof of Concept and
     Testing
 7.  Evaluation and Recommendation



Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 12
@ ESO

 1. Candidate Systems: The Big Survey
   Matrix of Candidate systems:
   Selection:
       Java: Day CQ5, FirstSpirit, FatWire
       PHP: Typo3, ContentServ
       Open Source: Alfresco




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 13
@ ESO

 2. ESO Web Content Analysis
          •  Simple HTML (old)
          •  Small CMS solutions
          •  Proprietary solutions
          •  PHP based pages




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 14
@ ESO

 3. Collection of ESO Requirements




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 15
@ ESO

 Top Ten Requirements (1)
  1.         It must be easy to use for non technical staff. Editor’s interfaces
             must be configurable for different needs and levels of expertise.
  2.         It must come with or support a powerful Media Management
             System that integrates smoothly with the editor’s interface and
             can also be used as a media archive;
  3.         It must provide a powerful user management based on roles; It
             has to be able to take advantage of ESO’s existing User
             Database and Single Sign On mechanism.
  4.         It must support multi-level, customisable navigation with flexible
             connection points;
  5.         For ESO’s different sites, it needs a Multi-Site Manager with
             support of Microsites;

Rein H. Warmels | Day Ignite 14-15 Oct. 2009 | 16
Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 16
@ ESO

 Top Ten Requirements (2)
 6.  Integrated Search Engine, taking rights and permissions into
      account and being able to search in images and metadata, would
 7.  It must have a powerful forms editor that can be used to create
      queries to external databases (Archive);
 8.  As ESO is running a lot of different web applications, strong
      integrative orientation of the CMS is required (supporting
      connections to Navision, Sybase databases, Science User Portal)
 9.  It must support standard and open interfaces to allow for easy
      extension, customisation and integration of ESO’s current and
      future web applications; Compatibility with standard Portal
      solutions should be given.
 10.  Statistics and Reports for backend operations and visitors’ habits
      have to be available.
Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 17
@ ESO

 4. Architecture Issues
  ➤  Review of the ESO Infrastructure
  ➤  Suggestion for a revised modular web architecture for ESO
     (external consultant from Fraunhofer IAO)
  ➤  After that: Selection of suitable software products to support the
     new architecture




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 18
@ ESO

 5. Use Cases (1)
  Based on the collected requirements Use Cases were created:
          •  General Publishing Services / Editor's View
          •  Media Publishing
          •  Business Analyst
          •  Visitors’s View
          •  Template Development
          •  Administration and Configuration
          •  System Features
          •  Migration
          •  Customisation and Extension
          •  Integration
          •  Interoperability, Syndication
          •  Support and Documentation

Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 19
@ ESO

5. Use Cases (2)
 1.  First Priority Use Cases
         ➤  Connection to CAS and the User Database; Integration with a dynamic
            JSP Web application
         ➤  Search and Find, permissions aware
         ➤  Editor's acceptance: Demos and tests with casual and (power) users

 2.  Second Priority Use Cases
         ➤  In addition to the Use Cases listed above, this section contains use
            cases that are important for the ESO Web and hence for the evaluation
            of the system.




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 20
@ ESO

 6. Proof of Concept and Testing
  1.      Presentations (vendors, including Day)
  2.      Installation of systems on two test servers (ESO, vendors)
  3.      Customisation and implementation of ESO Look and Feel (vendors)
  4.      Implementation of Use Cases (vendors)
  5.      Presentations and Demonstrations; Discussions (ESO Staff, vendors)
  6.      User Tests Phase: Based on Use Cases - Reporting (ESO)




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 21
@ ESO
 7. Evaluation and Recommendation

  After N years of work the recommendation was:




Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 22

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ESO WCMS Selection and Testing Experiences

  • 1. @ ESO WCMS Selection and Testing Experiences Rein Warmels, Gabriele Zech Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 1
  • 2. @ ESO ESO Overview ESO, the European Southern Observatory, builds and operates a suite of the world's most advanced ground-based astronomical telescopes ➤  Foremost intergovernmental astronomy organisation in Europe and the world’s most productive astronomical observatory. ➤  Supported by Austria, Belgium, the Czech Republic, Denmark, Finland, France, Germany, Italy, the Netherlands, Portugal, Spain, Sweden, Switzerland and the United Kingdom. ➤  Headquarters in Garching/Munich. Observatories in Chile: Paranal, La Silla, Chajnantor and ??? ➤  Budget 135 MEuro per year. ➤  Personnel ~ 700 Staff (International and Local) Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 2
  • 3. @ ESO Sites and Locations Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 3
  • 4. @ ESO Major Activities 1. Operations: Running the Observatories ➤  Service Observing: 4++ Telescopes, 16++ Instruments, 365 Nights per year ➤  Telescopes and Instruments: Maintenance, Data Quality Control, Calibration, Instrument Monitoring, Upgrades ➤  User Support: In Garching and at the Observatories; 1800 Proposals per year; 1000 Observing Runs ➤  Archive Operations - Virtual Observatory: Currently 65 TBytes, growth rate 15 TBytes per year, after 2013 150 TBytes per year, 10.000 data requests per year Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 4
  • 5. @ ESO Major Activities 2. Developments ➤  Telescopes and Dome Structures, Control Systems, Electronics, Optical Systems ➤  Instrumentation (optical, infrared) , Detectors and Controllers, Laser Guide Stars, Cryo-Vacuum, Integration ➤  Software Telescope Control, Data Acquisition, Data Calibration, Data Reduction, Database Applications, Archive, Virtual Observatory Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 5
  • 6. @ ESO Major Activities 3. Science ➤  Planetary Research ➤  Stellar Structure and Evolution ➤  Stellar Populations ➤  Evolution of Galaxies and the ISM ➤  Cosmology and Early Universe Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 6
  • 7. @ ESO Users Communities ➤  Public Users Science Public Press and Media, General Public, Students/Teachers, Future Staff, Industry, Vendors, Policy Makers ➤  Scientists Facilities: Paranal, La Silla, Future (e.g. ALMA, ELT), Proposal Submission, Post Observing Processing (Quality Control, Archive), Observing Tools, Science Events (Symposia, Talks) ➤  ESO Staff Intranet Operations, Information for ESO Staff (Human Resources, IT, Safety), Administrative Processes, Internal Communication, Divisional and Departmental Information, Social Activities Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 7
  • 8. @ ESO The ESO Web: Indispensable for doing Science ➤  Services and Support for scientists and engineers; disseminating of information: Operations and Development ➤  Communication for documents, images, Critical for coordination in particular in areas of science and archive operations: Science ➤  Progress on Future Facilities: Science, Politics ➤  Comprehensive information for the Public: Visibility, Politics Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 8
  • 9. @ ESO ESO Web Operations (1) ➤  Authoring/Applications CONSISTENCY ➮  Public Affairs: Public Area (Press Releases, Education, General Information) ➮  Divisions and Departments Garching: ~ 30 staff members Chile: ~ 20 staff members ➤  Operations/Content Management MAINTAINABILITY ➮  IT Department: Maintenance of Web HW/SW Infrastructure, Technical Support (2 Staff, Helpdesk) ➮  Public Affairs: Media Archive Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 9
  • 10. @ ESO ESO Web Operations (2) Statistics (www.eso.org only): ➤  1 Gbps incoming, 300 Mbps outgoing; Backbone 10 Gbps ➤  20+ servers, mostly Dell Blades, VMware virtual servers ➤  50+ Web sites ➤  ~ 80 IP addresses for web related servers ➤  Pages: ~ 115 000 HTML pages; ~ 13.000 pdf files ➤  Visits: ~ 5.000.000 hits/month; ~ 5.000.000 page views/month ➤  Transfer > 1 PBytes (excl. Science Archive) Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 10
  • 11. @ ESO Why a CMS Improvement Potential ➤  Look and Feel ➤  Administration –  Consistency –  Central administration –  Central control (Backup/Restore, user management, server control…) ➤  Content –  Rights and permissions –  Content creation ➤  Future Web –  Syndication, Synergies –  Personalised pages –  Workflow –  Metadata management –  Structure and metadata –  Groupware and community –  State-of-the-art (“Web 2.0”) technologies and platforms Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 11
  • 12. @ ESO WCMS Selection Process 1.  WCMS Candidate Systems (PHP, Java, Open Source) 2.  ESO Web Content Analysis 3.  Collection and Definition of Requirements 4.  Architecture Issues 5.  Construction of Use Cases, Priorities 6.  Selection of Candidate Systems: Presentation, Proof of Concept and Testing 7.  Evaluation and Recommendation Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 12
  • 13. @ ESO 1. Candidate Systems: The Big Survey Matrix of Candidate systems: Selection: Java: Day CQ5, FirstSpirit, FatWire PHP: Typo3, ContentServ Open Source: Alfresco Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 13
  • 14. @ ESO 2. ESO Web Content Analysis •  Simple HTML (old) •  Small CMS solutions •  Proprietary solutions •  PHP based pages Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 14
  • 15. @ ESO 3. Collection of ESO Requirements Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 15
  • 16. @ ESO Top Ten Requirements (1) 1.  It must be easy to use for non technical staff. Editor’s interfaces must be configurable for different needs and levels of expertise. 2.  It must come with or support a powerful Media Management System that integrates smoothly with the editor’s interface and can also be used as a media archive; 3.  It must provide a powerful user management based on roles; It has to be able to take advantage of ESO’s existing User Database and Single Sign On mechanism. 4.  It must support multi-level, customisable navigation with flexible connection points; 5.  For ESO’s different sites, it needs a Multi-Site Manager with support of Microsites; Rein H. Warmels | Day Ignite 14-15 Oct. 2009 | 16 Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 16
  • 17. @ ESO Top Ten Requirements (2) 6.  Integrated Search Engine, taking rights and permissions into account and being able to search in images and metadata, would 7.  It must have a powerful forms editor that can be used to create queries to external databases (Archive); 8.  As ESO is running a lot of different web applications, strong integrative orientation of the CMS is required (supporting connections to Navision, Sybase databases, Science User Portal) 9.  It must support standard and open interfaces to allow for easy extension, customisation and integration of ESO’s current and future web applications; Compatibility with standard Portal solutions should be given. 10.  Statistics and Reports for backend operations and visitors’ habits have to be available. Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 17
  • 18. @ ESO 4. Architecture Issues ➤  Review of the ESO Infrastructure ➤  Suggestion for a revised modular web architecture for ESO (external consultant from Fraunhofer IAO) ➤  After that: Selection of suitable software products to support the new architecture Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 18
  • 19. @ ESO 5. Use Cases (1) Based on the collected requirements Use Cases were created: •  General Publishing Services / Editor's View •  Media Publishing •  Business Analyst •  Visitors’s View •  Template Development •  Administration and Configuration •  System Features •  Migration •  Customisation and Extension •  Integration •  Interoperability, Syndication •  Support and Documentation Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 19
  • 20. @ ESO 5. Use Cases (2) 1.  First Priority Use Cases ➤  Connection to CAS and the User Database; Integration with a dynamic JSP Web application ➤  Search and Find, permissions aware ➤  Editor's acceptance: Demos and tests with casual and (power) users 2.  Second Priority Use Cases ➤  In addition to the Use Cases listed above, this section contains use cases that are important for the ESO Web and hence for the evaluation of the system. Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 20
  • 21. @ ESO 6. Proof of Concept and Testing 1.  Presentations (vendors, including Day) 2.  Installation of systems on two test servers (ESO, vendors) 3.  Customisation and implementation of ESO Look and Feel (vendors) 4.  Implementation of Use Cases (vendors) 5.  Presentations and Demonstrations; Discussions (ESO Staff, vendors) 6.  User Tests Phase: Based on Use Cases - Reporting (ESO) Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 21
  • 22. @ ESO 7. Evaluation and Recommendation After N years of work the recommendation was: Warmels, Zech | Day Ignite 14-15 Oct. 2009 | 22