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IBM Software

IBM WCM: Managing Pages and working with Projects (in context)

Authors: Theresa Smit (tsmit@us.ibm.com) (hoetjen@us.ibm.com) Daniel Collins (daniel_collins@us.ibm.com)

Hazel Oetjen

IBM Software

Catalog Number

© Copyright IBM Corporation, 2012

IBM Software

Contents

OVERVIEW

4

INTRODUCTION..................................................................................................................................................................4

DURATION...........................................................................................................................................................................4

LAB 1

MANAGED PAGES

5

  • 1.1 CREATING A NEW MARKETING EVENT PROJECT........................................................................................................5

  • 1.2 CHANGING A PAGE AND CONTENT................................................................................................................................8

  • 1.3 ADDING A NEW PAGE.....................................................................................................................................................11

  • 1.4 VIEW THE PROJECT........................................................................................................................................................14

  • 1.5 ADD A LINK IN LANDING PAGE......................................................................................................................................17

  • 1.6 PUBLISHING THE PROJECT...........................................................................................................................................20

  • 1.7 LET'S EXAMINE OTHER OPTIONS.................................................................................................................................23

APPENDIX A

ADDING A NEW WORKFLOW TO MANAGED PAGES

 

25

APPENDIX B

BACKING OUT CHANGES FROM A PROJECT.

26

APPENDIX C

NOTICES 27

APPENDIX D

TRADEMARKS AND COPYRIGHTS

29

IBM Software

Overview

Version 8.0 introduces support for managed pages. Managed pages streamline site management in your portal by simplifying how you create pages and add content. Because page information and content are stored in web content libraries, you can more easily coordinate and publish changes with syndication. Managed pages are are portal pages which also have a WCM representation or copy. By managing portal pages from within Web Content Manager, you can apply web content features like workflow, version control, and syndication to portal pages. This support provides a robust and integrated method for performing site management by ensuring that changes to portal pages are coordinated and published together using the workflow and syndication of WCM.

Key benefits of managed pages:

  • Any changes you make to a page are made in a draft state, without affecting the live server.

  • Drafts are organized within projects in Web Content Manager. When you publish draft changes to the live server, a project coordinates the updates and ensures that all drafts are published at the same time.

  • A workflow process ensures that page changes are made available on the live server only when the changes are approved. You can create customized workflows to suit the requirements of your site and authoring environment.

  • A graphical toolbar integrates managed pages functions directly into your portal pages. The toolbar provides quick access to editing features, projects, and workflow actions that apply to the page. You can also easily change the scope of your changes so that you can manage the changes with projects or directly edit the published site.

  • Syndication provides a convenient and flexible method for transferring managed pages from a staging environment to a production environment. With syndication, all required page artifacts and content are transferred at the same time.

  • Scripting support is also available for automating managed pages tasks. The Portal Scripting Interface includes methods for working with projects and web content libraries, and the XML configuration interface includes similar support for projects.

Introduction

In this lab you are a Marketing specialist responsible for promoting an upcoming customer event. Information about the event is located on your corporate extranet portal site. The layout of the existing customer event portal pages and the content on these pages need to be updated to improve the look and feel of the information. To make the management of these changes easier, you will use the new Portal/WCM V8 Manage Pages feature to make the changes. You will change an existing portal page, content and add a new page to be published after all changes are approved.

Duration

You should be able to complete this lab in approximately 60 minutes.

IBM Software

Lab 1

Managed Pages

Often changes to a website and its pages will be made by several users including business users, administrators and designers. In order to coordinate all of these changes, new pages, changes to the pages, etc. are stored in a project within WCM. Once all the changes have been made, previewed and approved all the changes are published to the production site at once. This is accomplished by syndicating the project from staging to production.

The recommended way to edit managed pages is to work within a project. When you are working in a project, any changes that you make to a page affect only the view within the project. After the project is approved and published, the changes are then available to all users. Projects allow you to change a set of items and ensure that they are published together at the same time. A simple dashboard available from the Portal page you are modifying shows what items are in the project and allows users to preview the site prior to the page being published.

When you edit managed pages in a project, you use workflow for approving changes before publishing them until they are approved. If you edit ages without selecting a project, your changes are published immediately.

  • 1.1 Creating a new Marketing event project

As a Marketing specialist, I need to have page administrator access rights to be able to create a new project and make changes to the page.

__ 1. In a new browser window log into the Portal site using the following URL
__
1.
In a new browser window log into the Portal site using the following URL
http://portalww.demos.ibm.com:10039/wps/portal
__
1.
Login with the credentials for branney (password is passw0rd).

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IBM Software In this lab, we will modify a set of portal pages, content and assets

In this lab, we will modify a set of portal pages, content and assets provided with the Content Template Catalog (CTC). We have already deployed this set of samples to your VMWare image.

__

  • 2. Navigate to the CTC Demo. Since you have Edit authorization (you are a page administrator) on the page you see the Edit Mode and Viewing Status that indicates you are looking at the published site.

IBM Software In this lab, we will modify a set of portal pages, content and assets

IBM Software

__

  • 3. Hovering over the Published Site information reveals a drop down arrow. Select this arrow to see the project information. This view would allow you to select an existing project in process and view the site pages with all changes in a project or you can create a new project for your changes.

 
__ 3. Hovering over the Published Site information reveals a drop down arrow. Select this arrow

__

  • 4. Select the Edit Mode link to prepare the page for changes.

 
__ 3. Hovering over the Published Site information reveals a drop down arrow. Select this arrow

__

  • 1. The Site Toolbar is now available. Create a new Project for your site changes named Bill Ranney CTC Changes. Click the Create button.

.

.

__

  • 5. Note that the Page Status changes to indicate that all changes will go into your new project.

IBM Software __ 3. Hovering over the Published Site information reveals a drop down arrow. Select

IBM Software

  • 1.2 Changing a Page and Content

Changes to the page such as layout, styles, new/delete portlets as well as moving portlets will all be stored within the project. You want customers to see the benefits of attending the conference as soon as they open the conference page of your portal site. You will move the benefits information to the top of the page.

__ 1. While in edit mode for your new project, drag and drop the Why attend
__
1.
While in edit mode for your new project, drag and drop the Why attend Experience? portlet to
the top of the the right column.
__
2.
In order to drive more attendance to the customer event, I will add a Teaser portlet to the page,
under the main message on the left. The content Teaser portlet displays short text previews, or
teasers of Web content on your portal site.
IBM Software 1.2 Changing a Page and Content Changes to the page such as layout, styles,

IBM Software

IBM Software __ 3. Click the Save link in the new portlet. __ 4. Next, change
__ 3. Click the Save link in the new portlet. __ 4. Next, change to the
__
3.
Click the Save link in the new portlet.
__
4.
Next, change to the Style tab, select the Blue style and save the page as a draft.
__
5.
Using the In line editing icons, edit the Teaser content to include information on a Birds of a
Feather session to entice customers to sign up for our event.

In order to edit the teaser text, you have to Save the page. You will see a link in the teaser text portlet to save it. Please note that after you save the page, the Project Content information is updated at the top of the page.

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IBM Software __ 6. Add in some information about the Birds of a Feather Sessions that
__ 6. Add in some information about the Birds of a Feather Sessions that are being
__
6.
Add in some information about the Birds of a Feather Sessions that are being planned. Save
and Close the draft content.
Later, you can come back and add the link to a new page that will be created as part of the
project.
__
7.
Your project should contain the page as well as your new content.
IBM Software __ 6. Add in some information about the Birds of a Feather Sessions that

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Its always good practice to Save the Draft on a regular basis!

  • 1.3 Adding a new page

Additional pages can be created using page templates and added to the project as well. The Project is not limited to a page. Your project can involve changes for the entire site if required. We will add an additional page to our Programs navigation area to include information about our Birds of a Feather Sessions.

__

  • 1. You will be adding a new page for the BOF sessions under the Program page. Navigate to the Program page.

__ 1. You will be adding a new page for the BOF sessions under the Program

__

  • 2. Next select the More drop down in the Site Toolbar and choose New Child Page

...

__ 1. You will be adding a new page for the BOF sessions under the Program

__

  • 3. Name the page BirdsOfAFeather with Friendly name of BOF and change the page template to use the Articles template. Save your new page by clicking the Create button.

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IBM Software Create __ 4. Change the to the Layout tab and select the 3 column
IBM Software Create __ 4. Change the to the Layout tab and select the 3 column

Create

IBM Software Create __ 4. Change the to the Layout tab and select the 3 column
__ 4. Change the to the Layout tab and select the 3 column center layout, Save
__
4.
Change the to the Layout tab and select the 3 column center layout, Save as Draft.
__
5.
Position the portlets as shown and Save as Draft once more. Note that all the content as well
as the pages have been saved to the project.

IBM Software

IBM Software __ 6. You can change the sample content for the Articles and the list
__ 6. You can change the sample content for the Articles and the list description to
__
6.
You can change the sample content for the Articles and the list description to reflect the BOF
sessions that will be held. If you have time feel free to change these items.
__
7.
Click on the Blog tab. Drag the Featured Posts portlet above the Connect portlet. Click on
Save Draft.

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IBM Software 1.4 View the project To validate all the changes, you will want to preview
  • 1.4 View the project

To validate all the changes, you will want to preview the site in the context of the project.

__

  • 1. Switch to View Mode to see the site with all the changes. Navigate to the BirdsOfAFeather page as well as the Home page by clicking on the CTC banner image or CTC Demo navigation link.

IBM Software 1.4 View the project To validate all the changes, you will want to preview

IBM Software

IBM Software __ 2. All your changes are in the project but they are not available
IBM Software __ 2. All your changes are in the project but they are not available

__

  • 2. All your changes are in the project but they are not available on the published site. To validate this, switch to the published site by clicking View next to the Published Site.

IBM Software __ 2. All your changes are in the project but they are not available

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__ 3. You should not see any of your changes. __ 4. Let's see what is
__
3.
You should not see any of your changes.
__
4.
Let's see what is stored in our Project through the WCM Authoring Portlet.
__ a. Click the down arrow next to your project. Click the Edit button next to
__
a.
Click the down arrow next to your project. Click the Edit button next to your project.
__
b.
Click on the Manage link.
__
c.
Click the Edit button to edit the project.
IBM Software If you need to make some edits to the project, you can right now.

IBM Software

If you need to make some edits to the project, you can right now. Notice how easy it is to get to the project items from the context of the project ..

__

d.

Click Close

__

  • 5. Click the Logout link to logout from the portal.

  • 1.5 Add a link in Landing page

Each item in a project may have it's own workflow approval process. Once an item is in a published state, it is marked in a project as Pending Publish. None of the Pending Published items will be published to the site until the project is Published.

As the reviewer (wpadmin), you notice that there is no link to the BirdsOfAFeather page from the Landing page inside the teaser portlet. You will add it to make the site ready for publishing.

__ 1. Login as a page approver with credentials wpadmin/password. __ 2. Navigate to the CTC
__
1.
Login as a page approver with credentials wpadmin/password.
__
2.
Navigate to the CTC Demo page and select Edit Mode on the page. Select “All Projects” link
and then the “Bill Ranney CTC Changes” project from the list.

IBM Software

IBM Software 3. You notice that there needs to be a link in the teaser text.
IBM Software 3. You notice that there needs to be a link in the teaser text.
  • 3. You notice that there needs to be a link in the teaser text.

__ __ 4. In the Content field, select the “BOF Sessions” text and “Create link to
__
__
4.
In the Content field, select the “BOF Sessions” text and “Create link to LWCM Content”.
__
5.
Click the Browse Content button.
IBM Software 3. You notice that there needs to be a link in the teaser text.

IBM Software

__

  • 6. Select BirdsOfAFeather page from the Libraries > Portal Site > Content > Content Root > CTC Demo > Program path. Click OK twice and then, Save and Close on the Birds of a Feather Sessions teaser content item.

IBM Software __ 6. Select BirdsOfAFeather page from the Libraries > Portal Site > Content >

You will notice that in Portal V8, there is a library with content for all pages. A Portal page can now be the same as a content page. It is much easier to link and edit pages. When you added the link, you found it in the Portal Site library.

  • 1.6 Publishing the Project

To make the page changes available on the published site, you must submit the page for review and approval. The steps for the workflow depend on what is defined for the page. By default, a simple workflow is assigned to page or URL mapping drafts. The default workflow (Express Workflow) has only two states: draft and approved. For pages using this workflow, submitting the draft moves the page to the publish pending state. When all other changes in the project are published, the pending draft page is also published. After all items in the project reach the publish pending state, you can publish the project by clicking Publish in the project menu.

__

  • 1. Login as a page approver with credentials wpadmin/password if not already authenticated as wpadmin.

IBM Software

IBM Software __ 2. Navigate to the CTC Demo page (if not already there) and select

__

  • 2. Navigate to the CTC Demo page (if not already there) and select Edit Mode on the page. Select “All Projects” link and then the “Bill Ranney CTC Changes” project from the list.

__ 2. Navigate to the CTC Demo page (if not already there) and select Edit Mode
__ 2. Navigate to the CTC Demo page (if not already there) and select Edit Mode

__

  • 3. Select to Manage the Project

__ 2. Navigate to the CTC Demo page (if not already there) and select Edit Mode

__

  • 4. Select all the draft items and Approve from the More drop down.

__ 5. Now you may Publish the project. IBM Software Web Experience v8 PoT Page 21

__

  • 5. Now you may Publish the project.

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__ 5. Now you may Publish the project. IBM Software Web Experience v8 PoT Page 21

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__

  • 6. Your project is now published and all the changes are available on the published view.

IBM Software __ 6. Your project is now published and all the changes are available on
  • 1.7 Let's examine other options

If you examine the project in edit mode you will also see additional options for publishing the project approvals and even custom actions.

__ 1. Go to the Applications – Content – Web Content management page. __ 2. Select
__
1.
Go to the Applications – Content – Web Content management page.
__
2.
Select – Project Views – All Projects – Bill Ranney's CTC Changes.

IBM Software

IBM Software __ 3. When you click edit , you can see options like Approval options,

__

  • 3. When you click edit, you can see options like Approval options, how you want to publish, and Custom Actions.

.
.

This concludes the lab of the overview of the Manage Pages features and the new way to work with projects. All the changes were then approved individually and then the entire project was published to the site. As you can see, it will be much easier for business users to administer their pages in WCM and the Portal.

In the appendix, You will find two important sections to review.

1)

Adding Workflows to Manage Projects.

2)

Backing out changes to a Project.

There are specific steps in those sections. They are guidelines on completing those tasks.

End of Lab

IBM Software

Appendix A

Adding a new Workflow to Managed Pages

The default workflow assigned to a Managed page is a two stage approval process. It includes a Draft and Approval stage. You can change the assigned workflow in the user interface to include additional review and approval stages on the project level in Web Content Manager. The default workflow used for managed pages has only a draft and approved state. However, if the default workflow is not sufficient, you can define custom workflows and use them with managed pages.

__

  • 1. Before you perform this task, ensure that you add the Portal Site library to the list of libraries that you can edit with the authoring portlet.

__

  • 2. To use a custom workflow with a managed page, you must the custom workflow to the template. When you create a managed page based on the template, the custom workflow is used for the page.

__

  • 3. Select the custom workflow, and save your changes. Approve and publish the project to make the page template available for use. In the project menu, click Manage in the project actions section.

__

  • 4. Select the page template in the list of project items, and click More -> Approve. Click Publish Project.

IBM Software

Appendix B

Backing out changes from a project.

Projects that have been published are no longer available in the Preview mode for the site. You can access them in the WCM authoring environment.

IBM Software Appendix B Backing out changes from a project. Projects that have been published are

The project will record the items that were new to the site as well as the version number of any updated items. The new items would need to be deleted and the updated items would need to be reverted as a draft and then republished from an older version.

IBM Software Appendix B Backing out changes from a project. Projects that have been published are

IBM Software

Appendix C

Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY 10504-1785 U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia Corporation Licensing 2-31 Roppongi 3-chome, Minato-ku Tokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON- INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

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Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. All references to fictitious companies or individuals are used for illustration purposes only.

COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs.

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Appendix D

Trademarks and copyrights

The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both:

IBM

AIX

CICS

ClearCase

ClearQuest

Cloudscape

Cube Views

DB2

developerWorks

DRDA

IMS

IMS/ESA

Informix

Lotus

Lotus Workflow

MQSeries

OmniFind

Rational

Redbooks

Red Brick

RequisitePro

System i

System z

Tivoli

WebSphere

Workplace

System p

Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.

IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce.

Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

ITIL is a registered trademark, and a registered community trademark of The Minister for the Cabinet Office, and is registered in the U.S. Patent and Trademark Office.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates.

Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, other countries, or both and is used under license therefrom.

Linear Tape-Open, LTO, the LTO Logo, Ultrium, and the Ultrium logo are trademarks of HP, IBM Corp. and Quantum in the U.S. and other countries.

NOTES

NOTES

© Copyright IBM Corporation 2012

The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. This information is based on current IBM product plans and strategy, which are subject to change by IBM without notice. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.

IBM, the IBM logo, and ibm.com are trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml.

NOTES © Copyright IBM Corporation 2012 The information contained in these materials is provided for informational