Introduction To Luminis Cms

transcript

1INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Introduction to Luminis CMSPresented by: Roger Johnson,

SunGard Higher EducationLuminis CMS Organizational Consultant

April 14, 2008Course ID 0136

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Session Description – Introduction to Luminis CMS

• Find out how Luminis Content Management Suite (CMS) empowers those outside of IT to create and edit Web content easily while reducing the IT department's need to maintain web pages.

• Also learn how institutional web design standards can be balanced with varied departmental website needs.

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Introduction

Hi, my name is Roger Johnson

I will be your Avatar* for this session

*Avatar-representation of a human in a virtual environment

Please ignore the narrator behind the monitor and

please pay attention to me,

up here.

I’m the one who will be taking

you through this tour of Luminis

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Introduction

• This session is meant for a non-technical audience and will show the value and benefits of using the Luminis Content Management Suite (Luminis CMS) in higher education

• This session will explain how Luminis CMS:• Empowers those outside of the IT department and lowers the IT

burden of creating and maintaining Web content

• Helps departments add and update content easily on the institution’s external and internal Websites

• Establishes consistent look-and-feel, navigation, and branding throughout the institution’s internal and external websites

• Balances cross-institutional needs with support for individual departmental character on the web

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Agenda

• Problems Faced by Higher Education

• Solutions Provided by Web Content Management

• Overview of Web Content Management

• Benefits of the Luminis Content Management Suite

• Overview by Role of Luminis Content Management

Problems Faced by Higher Education

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The Content Management Problem

Meet Peter, Webmaster at Wasatch University

Peter has problems

Don’t we all?

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• Too much content, too few people• Leads to slow

updates

That would be me…sigh

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• Single point of failure• He has no backup

if he goes on vacation, gets sick…

I need a vacation

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• Lack of standards• His institution

is having an identity crisis

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• Confusing navigation• Leads to site

abandonment

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• Duplication of effort• Leads to “wishful

thinking,” hoping that content is up to date (no one really knows)

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• Getting Approval• Can seem like

reaching for the stars sometimes

Solutions Provided by Web Content Management

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The Content Management Solution

Can Luminis CMS help Peter with his problems?

Anyone?

Anyone??

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The LCMS Solution

Y E S!

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The LCMS Solution

• Too much content, too few people is solved by…

• Distributed authorship• Subject Matter Expert (SME) ownership

of contentWoo hoo!

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The LCMS Solution

Single point of failure is solved by…

• Multiple authorship• coverage for illness• coverage for vacation• coverage for attrition

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The LCMS Solution

Lack of standards is solved by…

• Centralized control • Standards set by professionals

• enforced by templates• implemented by layouts• applied to pages

Me Likey

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The LCMS Solution

Confusing navigation is solved by…

• Standardized navigation scheme• template based• easily configurable• consistent user experience

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The LCMS Solution

Duplication of effort is solved by…

• Content re-use• componentization• create once, use many places

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The Content Management Solution

Getting approval is solved by…

• Automated workflows• Ad-hoc quickflows• Portal inbox to access approval tasks

Overview of Web Content Management

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Definition

A Web content management system is a software applicationthat manages content in all stages of its lifecycle

Please explai

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The Content Lifecycle

Author/AcquireRetire

Publish Aggregate & Process

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LCMS and the Content Lifecycle

Author/Acquire

• WYSIWYG Editor for authoring• Access In-Context• Access through Site Studio

• Import function for acquiring• Images, media, office and pdf

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Aggregate and Process

• Templates • Components• Navigation• Workflow

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Publish

• Self-publish • Eliminates the

IT bottleneckWhat IT

Bottleneck?

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Retire

• Publish date• Expiration date

Did somebody say retire?

Benefits of the Luminis Content Management Suite

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Benefits of the Luminis Content Management Suite

• Web Content Management solution leveraging Documentum Enterprise-class software

• Tailored for the needs of Higher Education.

• Simplified content creation and editing

• Straightforward workflow management

• Delegated, non-technical web site administration

• Customizable page templating

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Gartner Magic Quadrantfor Enterprise Content Management

Source: Magic Quadrant for Enterprise Content Management, 2007, K. Shegda, K. Chin, M Gilbert, D. Logan, T. Bell21 September 2007

The Magic Quadrant is copyrighted 2006 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Documentum is a subsidiary of EMC

SunGard Data Systems is the parent company for

SunGard Higher Education, SunGard Availability

Services, SunGard Financial Services and SunGard

Public Sector

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Gartner Magic Quadrantfor Higher Education Administrative Suites

Source: Magic Quadrant for Higher Education Administrative Suites, 2006, M. Harris, M. Zastrocky, J. Lowendahl,26 September 2007

The Magic Quadrant is copyrighted 2006 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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Overview: What is Luminis CMS?

SourceContent

Policies &Procedures

People(e.g. Authors & Approvers)

Internal(e.g. Staff

& Students)

Portal Channels/ Web Pages

LUMINIS CMS CONSUMERS

External(e.g. Future

Students& Alumni)

PUBLISHED CONTENT

Luminis CMS provides the tools and environment that enable your people to create, maintain, re-use, assemble and deliver timely and accurate web content.

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• Site Studio, the application created by SunGard Higher Education that sits on top of Documentum

• Easy to use interface• One location for

workgroups, templates, components and some system managementDocumentum - Core application,

provides management services for repository objects- version control - access control- rendition management - workflow

The Luminis CMS Architecture

Docbase – Comprised of Proprietary File Store and Relational Database• Content Server houses the directories• Database holds metadata tables & indicesDocumentum Admin configures LDAP

Import CMS users from Luminis Portal LDAPCMS users authenticate via LDAP at login

End Users access Public and/or Portal content published from the CMS

Site Caching Source transfers static, rendered pages to the Site Caching Target(s) on the destination Web server(s)

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XML Content Creation

• Separates content and formatting for consistency and efficient division of labor

• Supports multiple server technologies

(Format)

XMLXML

(Content) XHTMLXHTML

StaticWeb Page

(xhtml, php,asp or jsp)

(Presentation)

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Authoring - In-Context EditingIn-context editing allows non-technical users to edit their content while protecting areas you don’t want changed

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Authoring - Site Studio Site Studio is the web-based application where users

create and manage their content from a browser

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Authoring - Site Studio (continued)

Actions Menu

Object Info Object Menu

Breadcrumb

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Acquire - Import

Imported items are added

• Images• Media (audio, video)• Office and PDF docs• Other formats

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Acquire - Import

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Aggregate & Process

Components are added

• Re-usable text content• Inserted into a page• Often created by someone else

Cool beans!

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Aggregate & Process

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Aggregate & Process

Page content can be linked• Content flows into another page

• Update in one place • Page linking allows multiple views of the same

content.• Template developers can create templates that

allow the content to be displayed in very different ways, but the content all comes from one source.

• Editing of content in one view affects all views of that content.

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Aggregate & Process

Original PageOriginal PageLinked Pages

Original Page

Time Saver!

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Aggregate & Process (Example)

Original PageOriginal PageOriginal Pagesin Browser mode

Original Page in Edit mode

English

Original PageOriginal PageLinked Pages in Browser mode

SpanishSpanish

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Aggregate & Process

Dynamic Navigation Links

• Navigation scheme coded in the template• Set links for a whole site from one place• No more hand-coding links

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Aggregate & Process

Navigation Links are easily configurable

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Publish

Workflow

• Dept heads can require approval• Automates the lifecycle• Access to approval tasks in Luminis

portal

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Publish

Step 1 -Updated

Step 2 -Waiting for managerapproval

Step 3 -Approvedand ready to publish

SUBMIT

REJECT

FORWARD

Workflow

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Publish

One-to-many

• Create content once, publish to• Public - Internet• Portal - Luminis Channels• Private - Intranet

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Publish

Schedule your pages

• Set a start date• Set an end date• Set a publishing schedule

Hmmm…no more

outdated

pages…

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Retire

Pages retire on schedule

• Can be re-published• Automatic notification

Did somebody say retire?

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LCMS Helps Launch the Vision

Manages the content for the most public face of the institution

• Public - Internet• Portal - Luminis Channels

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Makes it possible to standardize institutional branding

• Templates• Layouts• Components

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Created for non-technical users

• Depts own their content again• Low learning curve• Familiar browser-based tools

I like it

I’m perkyI hate change

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Efficient use of time

• Content re-use• Template-based navigation• Distributed authorship

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Accurate and up-to-date content

• Components• Automatic expiration• Automatic page retirement

Did somebody say

retirement?

Overview by Role of Luminis Content Management Suite

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Luminis CMS is a Role-Based Product

• Six user roles• Content Contributor• Content Manager• Workgroup Coordinator (New)• Workgroup Manager (formerly Site Manager)• Template Developer• System Administrator

• User roles are managed on a workgroup-by-workgroup basis

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Roles and Permissions in Luminis CMS

Create Web Pages/ChannelsEdit Web Pages/Channels/ComponentsImport images & PDFsSubmit content for publishingStart Quickflows

ContentContributor

Content Manager

WorkgroupCoordinator

Workgroup Manager

Template Developer

System Administrator

Approve Workflow Tasks*Assign Workflow Tasks*Manage Workgroup Users and RolesManage Webview (Persistent) NavigationCreate Page LayoutsCreate ComponentsCreate Subgroups, Webviews, & FoldersCreate TemplatesImport TemplatesManage Publishing JobsSystem Administration

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Workflow Tasks

Content Management Steps

Create workgroup

Create webview(s) and other folders

Assign user roles (CC, CM)

Create layout(s)

Create components

Create pages

Edit & submit pages

Approve & publish pages

Set webview navigation

Import supporting files

Occasional Tasks

Frequent Tasks

Workgroup Manager

Content Manager

Content Contributor

Assign editing task

Workgroup Coordinator

Note: Workgroup Manager can assign All user roles and set webview navigation. Workgroup Coordinator can only assign CC & CM users only and set webview navigation for a specific workgroup.

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Assigning Users and Role Management

*Switch between tabs to assign users to the appropriate role

•Content Contributor •Workgroup Coordinator•Content Manager •Workgroup Manager

I’m a Contributo

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Summary

• Increased Productivity: Luminis CMS empowers those outside of the IT department while lowering the IT department’s burden of creating and maintaining Web content

• Increased Usage: Luminis CMS allows departments to easily add and update content on the institution’s external and internal Websites; thus decreasing information rot and increasing Website usage

• Enhanced Reputation: Luminis CMS allows the IT department to establish a consistent look-and-feel, navigation, and branding throughout the institution’s internal and external Websites

Introduction To Luminis Cms

Technology