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Site Manager rocks!
This presentation goes up to 11
                                              Beta




Gareth J M Saunders
Assistant Information Architect/Web Manager

Chris Gordon
Web Software Developer

T44U, Dublin - November 2009
Site Manager rocks!
This presentation goes up to 11




Gareth J M Saunders
Assistant Information Architect/Web Manager

Chris Gordon
Web Software Developer

T44U, Dublin - November 2009
St Andrews
St Andrews




             Founded 1413
Site Manager
at St Andrews


December 2006   Installed Site Manager 5.1 (or 5.2)

May 2007        Launched first site

October 2008    Upgraded to Site Manager 6.0.0018

Summer 2009     Dev server installed with 6.2
Soon?           Upgrade live to 6.2

Currently       35 channels, inc. 11 RSS channels
“Could you ...?"
                   A typical request
"We can do anything!"
        The University of St Andrews Web Team
Gareth


"How would we do this ...?"
Steve


"We could use PHP ..."
Gareth


"Aye ... but is there any
way we could get Site
Manager to do it?"
The answer is usually: YES
But occasionally the answer is no
Site Manager rocks!
This presentation goes up to 11




Gareth J M Saunders
Assistant Information Architect/Web Manager

Chris Gordon
Web Software Developer

T44U, Dublin - November 2009
Top tips
when rolling out sites using Site Manager




Caveat
We’re not experts, but these are the things we’ve found useful
1. Policies and procedures
The exciting stuff first ...
Who is responsible for what?
Sign a partnership agreement




Thanks to Bill Mackintosh at the University of York for this advice
Naming conventions
Naming conventions

          UPPERCASE, Mixed case or lowercase URLs?
           Per channel

          Content
            e.g. webteam_about_garethjmsaunders

          Styles and templates
            e.g. Divinity 1 Home

          Media library categories
           Publish out as separate folders? TOOLS > CONFIGURATION

          Media library items
           e.g. hr-policy-sickleave.pdf
Development server
Going live policy ... test first
2. Hacks
If it ain’t broke ... tweak it!
Hack #1: Firebug for Firefox
http://getfirebug.com
CSS Selector navigation object




                                 Problem
                                 How do I delete these?
CSS Selector navigation object


                                 Hack!
                                 Use Firebug
                                 Locate the values in the code
                                 Delete them
                                 UPDATE
Hack #2: Stylish for Firefox
https://addons.mozilla.org/en-US/firefox/addon/2108

"Restyle the web with Stylish, a user styles manager."
Use Firebug to locate page elements
      Isolating the login input boxes
Stylish examples
      Log in screen

                      Before
                      Small login boxes




                      After
                      Web 2.0 treatment
                      for the short-sighted
Stylish examples
      Site Hierarchy

                       Before
                       Very subtle background colour
                       on mouse-over hover




                       After
                       Hover more prominent
Stylish examples
      Media Library

                      Before
                      There is no media
                      in which category?




                      After
                      Ah! that one!
Stylish examples
      Configuration

                      Before
                      Centre-aligned headings




                      After
                      Left-aligned headings
                      with background-colour
                      and hover-effect on rows
Hack #3: Greasemonkey for Firefox
https://addons.mozilla.org/en-US/firefox/addon/748

"Allows you to customize the way a webpage displays
 using small bits of JavaScript..."

                                                      JavaScript libraries
                                                      Can be used with jQuery, MooTools,
                                                      Prototype, Scriptaculous, etc.


                                                      Wishlist
                                                      Highlight any selected rows in User
                                                      Management, Group Management,
                                                      etc., or even move them to the top
                                                      of the table to remove the need to
                                                      scroll.
3. From design to T4
Transferring your designs into Site Manager
Print out design onto A3 and mark-up by hand

                           Style elements
                           Find divide between header and footer
                           Related content required?
                           Hard-coded elements

                           Navigation objects
                           Share existing
                           Create new
                           Write IDs onto diagram

                           Media elements
                           Images
                           CSS
                           JavaScript

                           Templates
                           Share existing
                           Create new
Use mind maps

                                        Our uses include

                                        Project management

                                        Information architecture
                                        Migration (4,000+ pages)
                                        Re-architect 50+ sites

                                        Page-level design

                                        Design management

                                        User permissions in T4



                www.slideshare.com/garethjmsaunders/
4. Efficient code
Improving the Web one byte at a time
Duplicate standalone HTML code for quick mock-ups




   TERMINALFOUR Site Manager   Standalone HTML
Use version control




    Efficient
    Work on different branches concurrently


    Fail-safe
    Roll back quickly to an older version
Use frameworks


                 CSS
                 Blueprint CSS
                 960 Grid System
                 YUI Grids

                 JavaScript
                 jQuery
                 Prototype and Scriptaculous
                 MooTools

                 PHP
                 CakePHP
                 Symphony
                 Zend
Framework advantages v disadvantages

            Advantages
            Cross-browser support
            Faster development time
            Well-structured, modular code
            Code consistency
            Visual design cohesion

            Disadvantages
            Often non-semantic
            Bloated code (may not need whole framework)
            Limited
            Inherit other people's bugs
            Can take time to learn
Optimize your code

             Books

             High Performance Web Sites
             Steve Souders (O'Reilly, 2007) ISBN 0-596-52930-9


             Even Faster Web Sites
             Steve Souders (O'Reilly, 2009) ISBN 0-596-52230-4




                                         Firebug add-ons

                                                  Yahoo! YSlow
                                  http://developer.yahoo.com/yslow/

                                          Google Page Speed
                          http://code.google.com/speed/page-speed/
5. Navigation objects
Where do you want to go today?
Navigation objects

     Site Manager 6.0

     Related Content
     Related Content Branch
     BreadCrumbs
     CSS Selector
     Link Menu
     Return To Index
     Section Details
     Top Content
     BreadCrumb Advanced
     Language Switcher
     Section Iterator
     Site Map
     Top Stories
An average page
                  CSS Selector
  BreadCrumbs


                                   Related
                                   Content
Section                            Branch
Details

Link                               Related
Menu                               Content
                         Content
Where related content comes from
Advantages v disadvantages


         Advantages
         Separate content from design
         Restrict access
         Easy to mirror information

         Disadvantages
         Users often struggle to remember
         where to go to update information
Related Content navigation object




                                    Use Child




                                    Unique keyword
Related Content Branch navigation object




                                           Use Child




                                           Unique keyword
Predefined order in styles
                             rel_global_image
                             rel_image
                             rel_residence
                             rel_global_contacts
                             rel_contact
                             rel_content
                             rel_global_content
                             rel_children
                             rel_global_children
                             rel_twitter
                             rel_global_twitter
                             rel_php
                             rel_meebo
                             rel_global_openingtimes
                             rel_openingtimes
                             rel_rssfeed
                             rel_global_applications
                             rel_forms
                             rel_global_forms
                             ...
                             rel_global_internal_links
Main content ... everything else is related
Image carousel
Campaign buttons
Categories
Highlights
6. Alternate formatters
Really useful ... if you can get your head around them
RSS feed link and autodiscovery

                                         News

                                                 rel_rssfeed


                                  Content uses the rssfeed
                                  template

                                  Template has 2 formatters
                                  related/rss
                                  head/rss

                                  Two navigation objects in
                                  styles using each of the
                                  formatters
7. Statistics
Who, what, where, when ...
8. 404 Page not found
These are not the droids you're looking for
www.st-andrews.ac.uk/error404/

                                 How did I get here?

                                 Site organsation

                                 Search box

                                 Popular pages

                                 Help
www.abertay.ac.uk/error404/

                              How did I get here?

                              Site map

                              Search box

                              Feedback form

                              Recent changes

                              Help
www.strath.ac.uk/error404/

                             How did I get here?

                             Contact us

                             Search box

                             Most popular pages

                             Top search terms
9. Publishing
How not to be damned
Stagger the publish times of your channels




   Otherwise ...
When do you schedule RSS publishing?
Hourly publishing schedule
                            Transfer Manager




             Site Manager                      WWW
Approve by half past, live 50 minutes later
                             Transfer Manager




              Site Manager                      WWW
The problem



              If we schedule the RSS
              publish anywhere during
              those 50 minutes and a new
              News item has been
              approved after half-past
              then the RSS feed may
              publish out a link to a 404
              depending on whether the
              HTML publish included it or
              not.
Example



          09:30   HTML publish begins
          09:45   News item approved
          10:20   RSS feed published
                  with 404 link to latest
                  news item
   +      11:20   News item finally
                  published to HTML
Our solution



               09:29   RSS publish to staging
               09:30   HTML publish to staging

               10:09   Transfer all to live

    +
10. htaccess
Apache experience
.htaccess - directory-level server configuration


  .htaccess


              Password protect   require valid-user abc


              Redirects          redirect 301 /from /to


              Error documents    ErrorDocument 404 /errors/404


              AddType            AddType application/x-httpd .php
Password protect a directory

 /restricted




                      LDAP

                      require user abc1
                      require user def2
                      require user ghi3
          .htaccess
Publish as a channel?


             Advantages
             Create template
             Tight control on what information is entered
             Restrict access to template

             Disadvantages
             Channels publish a file to every directory even if
             there is no content being published to that
             channel.
Channels also publish to 'empty' sections


           Staff                              .htaccess



                     Restricted
                                                          .htaccess

           Students
                                              .htaccess



           Parents
                                              .htaccess



  Channel has only one piece      Every section is published
  of content                      to with blank .htaccess files
11. Deleted
For those users who don't understand what inactive means
Create a local deleted section within each site
Content status: 4 values, 3 lights




                        Publish
                        Draft
                        Do not publish (hide)
                        Deleted
What's the difference between Expired and Inactive?




                      Publish
                      Draft
                      Do not publish (hide)
                      Deleted
How many of our users think of it




         Here lies
       your content



                         Inactive



    Expired
How TERMINALFOUR thinks of it



                                     Here lies
                                   your content




   Expired

                                Inactive
Move content/sections you really want to delete
Purge only those items within a Deleted section
For those about to use Site Manager


We salute you!
Thank you
Questions, comments, suggestions, thoughts, ideas ...




Gareth J M Saunders
gareth.saunders@st-andrews.ac.uk

Chris Gordon
chris.gordon@st-andrews.ac.uk

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TERMINALFOUR t44u 2009 - University of St Andrews Case Study

  • 1. Site Manager rocks! This presentation goes up to 11 Beta Gareth J M Saunders Assistant Information Architect/Web Manager Chris Gordon Web Software Developer T44U, Dublin - November 2009
  • 2. Site Manager rocks! This presentation goes up to 11 Gareth J M Saunders Assistant Information Architect/Web Manager Chris Gordon Web Software Developer T44U, Dublin - November 2009
  • 4. St Andrews Founded 1413
  • 5. Site Manager at St Andrews December 2006 Installed Site Manager 5.1 (or 5.2) May 2007 Launched first site October 2008 Upgraded to Site Manager 6.0.0018 Summer 2009 Dev server installed with 6.2 Soon? Upgrade live to 6.2 Currently 35 channels, inc. 11 RSS channels
  • 6. “Could you ...?" A typical request
  • 7. "We can do anything!" The University of St Andrews Web Team
  • 8. Gareth "How would we do this ...?"
  • 10. Gareth "Aye ... but is there any way we could get Site Manager to do it?"
  • 11. The answer is usually: YES
  • 12. But occasionally the answer is no
  • 13. Site Manager rocks! This presentation goes up to 11 Gareth J M Saunders Assistant Information Architect/Web Manager Chris Gordon Web Software Developer T44U, Dublin - November 2009
  • 14. Top tips when rolling out sites using Site Manager Caveat We’re not experts, but these are the things we’ve found useful
  • 15. 1. Policies and procedures The exciting stuff first ...
  • 16. Who is responsible for what?
  • 17. Sign a partnership agreement Thanks to Bill Mackintosh at the University of York for this advice
  • 19. Naming conventions UPPERCASE, Mixed case or lowercase URLs? Per channel Content e.g. webteam_about_garethjmsaunders Styles and templates e.g. Divinity 1 Home Media library categories Publish out as separate folders? TOOLS > CONFIGURATION Media library items e.g. hr-policy-sickleave.pdf
  • 21. Going live policy ... test first
  • 22. 2. Hacks If it ain’t broke ... tweak it!
  • 23. Hack #1: Firebug for Firefox http://getfirebug.com
  • 24. CSS Selector navigation object Problem How do I delete these?
  • 25. CSS Selector navigation object Hack! Use Firebug Locate the values in the code Delete them UPDATE
  • 26. Hack #2: Stylish for Firefox https://addons.mozilla.org/en-US/firefox/addon/2108 "Restyle the web with Stylish, a user styles manager."
  • 27. Use Firebug to locate page elements Isolating the login input boxes
  • 28. Stylish examples Log in screen Before Small login boxes After Web 2.0 treatment for the short-sighted
  • 29. Stylish examples Site Hierarchy Before Very subtle background colour on mouse-over hover After Hover more prominent
  • 30. Stylish examples Media Library Before There is no media in which category? After Ah! that one!
  • 31. Stylish examples Configuration Before Centre-aligned headings After Left-aligned headings with background-colour and hover-effect on rows
  • 32. Hack #3: Greasemonkey for Firefox https://addons.mozilla.org/en-US/firefox/addon/748 "Allows you to customize the way a webpage displays using small bits of JavaScript..." JavaScript libraries Can be used with jQuery, MooTools, Prototype, Scriptaculous, etc. Wishlist Highlight any selected rows in User Management, Group Management, etc., or even move them to the top of the table to remove the need to scroll.
  • 33. 3. From design to T4 Transferring your designs into Site Manager
  • 34. Print out design onto A3 and mark-up by hand Style elements Find divide between header and footer Related content required? Hard-coded elements Navigation objects Share existing Create new Write IDs onto diagram Media elements Images CSS JavaScript Templates Share existing Create new
  • 35. Use mind maps Our uses include Project management Information architecture Migration (4,000+ pages) Re-architect 50+ sites Page-level design Design management User permissions in T4 www.slideshare.com/garethjmsaunders/
  • 36. 4. Efficient code Improving the Web one byte at a time
  • 37. Duplicate standalone HTML code for quick mock-ups TERMINALFOUR Site Manager Standalone HTML
  • 38. Use version control Efficient Work on different branches concurrently Fail-safe Roll back quickly to an older version
  • 39. Use frameworks CSS Blueprint CSS 960 Grid System YUI Grids JavaScript jQuery Prototype and Scriptaculous MooTools PHP CakePHP Symphony Zend
  • 40. Framework advantages v disadvantages Advantages Cross-browser support Faster development time Well-structured, modular code Code consistency Visual design cohesion Disadvantages Often non-semantic Bloated code (may not need whole framework) Limited Inherit other people's bugs Can take time to learn
  • 41. Optimize your code Books High Performance Web Sites Steve Souders (O'Reilly, 2007) ISBN 0-596-52930-9 Even Faster Web Sites Steve Souders (O'Reilly, 2009) ISBN 0-596-52230-4 Firebug add-ons Yahoo! YSlow http://developer.yahoo.com/yslow/ Google Page Speed http://code.google.com/speed/page-speed/
  • 42. 5. Navigation objects Where do you want to go today?
  • 43. Navigation objects Site Manager 6.0 Related Content Related Content Branch BreadCrumbs CSS Selector Link Menu Return To Index Section Details Top Content BreadCrumb Advanced Language Switcher Section Iterator Site Map Top Stories
  • 44. An average page CSS Selector BreadCrumbs Related Content Section Branch Details Link Related Menu Content Content
  • 45. Where related content comes from
  • 46. Advantages v disadvantages Advantages Separate content from design Restrict access Easy to mirror information Disadvantages Users often struggle to remember where to go to update information
  • 47. Related Content navigation object Use Child Unique keyword
  • 48. Related Content Branch navigation object Use Child Unique keyword
  • 49. Predefined order in styles rel_global_image rel_image rel_residence rel_global_contacts rel_contact rel_content rel_global_content rel_children rel_global_children rel_twitter rel_global_twitter rel_php rel_meebo rel_global_openingtimes rel_openingtimes rel_rssfeed rel_global_applications rel_forms rel_global_forms ... rel_global_internal_links
  • 50. Main content ... everything else is related
  • 55. 6. Alternate formatters Really useful ... if you can get your head around them
  • 56. RSS feed link and autodiscovery News rel_rssfeed Content uses the rssfeed template Template has 2 formatters related/rss head/rss Two navigation objects in styles using each of the formatters
  • 57. 7. Statistics Who, what, where, when ...
  • 58. 8. 404 Page not found These are not the droids you're looking for
  • 59. www.st-andrews.ac.uk/error404/ How did I get here? Site organsation Search box Popular pages Help
  • 60. www.abertay.ac.uk/error404/ How did I get here? Site map Search box Feedback form Recent changes Help
  • 61. www.strath.ac.uk/error404/ How did I get here? Contact us Search box Most popular pages Top search terms
  • 62. 9. Publishing How not to be damned
  • 63. Stagger the publish times of your channels Otherwise ...
  • 64. When do you schedule RSS publishing?
  • 65. Hourly publishing schedule Transfer Manager Site Manager WWW
  • 66. Approve by half past, live 50 minutes later Transfer Manager Site Manager WWW
  • 67. The problem If we schedule the RSS publish anywhere during those 50 minutes and a new News item has been approved after half-past then the RSS feed may publish out a link to a 404 depending on whether the HTML publish included it or not.
  • 68. Example 09:30 HTML publish begins 09:45 News item approved 10:20 RSS feed published with 404 link to latest news item + 11:20 News item finally published to HTML
  • 69. Our solution 09:29 RSS publish to staging 09:30 HTML publish to staging 10:09 Transfer all to live +
  • 71. .htaccess - directory-level server configuration .htaccess Password protect require valid-user abc Redirects redirect 301 /from /to Error documents ErrorDocument 404 /errors/404 AddType AddType application/x-httpd .php
  • 72. Password protect a directory /restricted LDAP require user abc1 require user def2 require user ghi3 .htaccess
  • 73. Publish as a channel? Advantages Create template Tight control on what information is entered Restrict access to template Disadvantages Channels publish a file to every directory even if there is no content being published to that channel.
  • 74. Channels also publish to 'empty' sections Staff .htaccess Restricted .htaccess Students .htaccess Parents .htaccess Channel has only one piece Every section is published of content to with blank .htaccess files
  • 75. 11. Deleted For those users who don't understand what inactive means
  • 76. Create a local deleted section within each site
  • 77. Content status: 4 values, 3 lights Publish Draft Do not publish (hide) Deleted
  • 78. What's the difference between Expired and Inactive? Publish Draft Do not publish (hide) Deleted
  • 79. How many of our users think of it Here lies your content Inactive Expired
  • 80. How TERMINALFOUR thinks of it Here lies your content Expired Inactive
  • 81. Move content/sections you really want to delete
  • 82. Purge only those items within a Deleted section
  • 83. For those about to use Site Manager We salute you!
  • 84. Thank you Questions, comments, suggestions, thoughts, ideas ... Gareth J M Saunders gareth.saunders@st-andrews.ac.uk Chris Gordon chris.gordon@st-andrews.ac.uk

Hinweis der Redaktion

  1. Office accessorize: http://www.sxc.hu/photo/1228819
  2. Team Leader: http://www.istockphoto.com/stock-photo-5866244-team-leader.php
  3. Hand signing contract: http://www.istockphoto.com/stock-photo-2982441-hand-signing-contract.php
  4. Name tag: http://www.istockphoto.com/stock-photo-3445841-name-tag.php
  5. Name tag: http://www.istockphoto.com/stock-photo-3445841-name-tag.php
  6. Computer studies: http://www.istockphoto.com/stock-photo-4758492-computer-studies.php
  7. Firewall system: http://www.istockphoto.com/stock-photo-8517528-firewall-system.php
  8. Push the button: http://www.sxc.hu/photo/1064362Feedback form: excellent http://www.sxc.hu/photo/866529
  9. Thieves: http://www.istockphoto.com/stock-photo-4906934-thieves.php
  10. Blueprints: http://www.istockphoto.com/stock-photo-3879027-blueprints.php
  11. Build your website: http://www.istockphoto.com/stock-photo-2393284-build-your-website.php
  12. Stones 1: http://www.sxc.hu/photo/998467
  13. Balance 3: http://www.sxc.hu/photo/1093389
  14. Unreal cube: http://www.sxc.hu/photo/1237492
  15. Unreal cube: http://www.sxc.hu/photo/1237492
  16. Balance 3: http://www.sxc.hu/photo/1093389
  17. Blank signpost: http://www.istockphoto.com/stock-photo-1717253-blank-signpost.php
  18. Directions silhouette: http://www.sxc.hu/photo/1146427
  19. Change: http://www.istockphoto.com/stock-photo-5884311-change.php
  20. Diagram: http://www.istockphoto.com/stock-photo-7857366-diagram.php
  21. Lost: http://www.istockphoto.com/stock-photo-3582142-lost.php
  22. Online advertisement: http://www.istockphoto.com/stock-photo-8926205-online-advertisement.php
  23. Snail: http://www.sxc.hu/photo/1181452
  24. Clock: http://www.sxc.hu/photo/1181581
  25. Clock: http://www.sxc.hu/photo/1181581
  26. Clock: http://www.sxc.hu/photo/1181581
  27. Clock: http://www.sxc.hu/photo/1181581
  28. Clock: http://www.sxc.hu/photo/1181581
  29. Clock: http://www.sxc.hu/photo/1181581
  30. LCD display with log in screen: http://www.istockphoto.com/stock-photo-2808740-lcd-display-with-log-in-screen.php
  31. LCD display with log in screen: http://www.istockphoto.com/stock-photo-2808740-lcd-display-with-log-in-screen.php
  32. LCD display with log in screen: http://www.istockphoto.com/stock-photo-2808740-lcd-display-with-log-in-screen.php
  33. LCD display with log in screen: http://www.istockphoto.com/stock-photo-2808740-lcd-display-with-log-in-screen.php
  34. LCD display with log in screen: http://www.istockphoto.com/stock-photo-2808740-lcd-display-with-log-in-screen.php
  35. Green wheelie bins in a row: http://www.istockphoto.com/stock-photo-2044765-green-wheelie-bins-in-a-row.php