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LCMS - Content Artery To The Portal

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1 INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE. LCMS: Content Artery to the Portal Presented by: Roger Johnson, SunGard Higher Education April 16, 2008 Course ID 0137
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Page 1: LCMS - Content Artery To The Portal

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

LCMS: Content Artery to the Portal

Presented by: Roger Johnson, SunGard Higher Education

April 16, 2008Course ID 0137

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Ever needed to push portal content through a workflow for approval?

Ever needed to separate who updates sections of content within a channel between two rival groups of editors?

Discover the latest touch points between the Luminis Content Management Suite (CMS) and the Luminis Platform (Portal). This session is open to all and will help you understand how the powerful Luminis CMS functions of Automated Luminis Channel Creation (ALCC), Luminis Targeted Content Channels (LTCC), WYSIWYG Channel Editing, Approval Workflows and Role-based Access Control can make managing selected portal content easier and more efficient.

Introduction

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Presenter

• Roger Johnson

• Principal Organizational Consultant

• Luminis CMS Services

• SunGard Higher Education

[email protected]

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Agenda

• Luminis Content Management Suite Overview

• Luminis Platform/Portal Overview

• Luminis Platform/Luminis CMS Touch Points

• LTCC - Luminis Targeted Content Channel

• ALCC - Automated Luminis Channel Creation

• LCBC - LCMS Channel Browser Channel

• LCP - LCMS Channel Previewer

• LIC - LCMS Inbox Channel

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5INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

LuminisContent Management Suite

Overview

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LCMS: Content Artery to the Portal

Content can be managed and published from the Luminis CMS to websites and/or to

Luminis Platform channels

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Overview: What is Luminis CMS?

SourceContent

www

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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Luminis CMS: A Day in the Life of:

ConnieContributo

r

Logs on to LCMS

Zips through

the Architectu

re

Checks her Inbox

Task: Add Computer Club to Club page

Navigates to her

Workgroup

Creates New Computer Club Page

From Immediate Launch Layout

Saves and Submits & Published

Adds Content

with WYSIWIG

Editor

Reviewed, Approved

& Published

Edit Student Life Club

page

Adds Link, Submits to Workflow

Published Student Life Club

Page

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10INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

LuminisPlatform/Portal

Overview

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Overview: What is Luminis Portal

Luminis Platform/Portal can have a unique look-and-feel (Branding) for each school and its varied audiences.

Luminis Platform/Portal looks similar to uPortal and has familiar UI (User Interface) elements

Luminis Platform/Portal is a secured “one stop personalized access point” to multiple applications and varieties of content.

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A “Channel” (portlet,

gadget, module, etc.)

Allows end user subscription and

customization

Layout Elements: Tabs, Columns,

Channels

Portal Key Features

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Luminis Platform: A Day in the Life of:

AdamAdministrat

or

Logs on to

Luminis

Zips through

the Architectu

re

Selects the All

User tab

Selects Channel Admin

Targeted Content Manager

Selects Library

Services Channel

Selects Lib. Services

Subsection

Selects Student Section

Adds URL for

Students Component

Continue,

Save Changes, Done

Student Section

Component from LCMS

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Luminis Platform: A Day in the Life of:

Before After

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LCMS: What does it add to Portal Content?

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Editor

• Web pages, components, ALCC and LTCC channel content can be edited using the WYSIWYG (“What You See Is What You Get”) editor.

Youcan BO h ge ,n CO I ad mdkDL l aic a nROL ,S yH perCut and Paste (or as some like to call it by its Medieval name “Dragon Drop”)

ges

And Much More…

,

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High Level Look at Workflow

Step 1 -Updated

draft

Step 2 -Waiting for managerapproval

Step 3 -Approvedand ready to publish

SUBMIT

REJECT

FORWARD

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Closer look at Manager Approval Task

Assigns

TaskComplete

s Task

Receives TaskReceiv

es Task Revie

ws Task

Rejects Task

Reworks Task

Approves

Task

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Luminis Content Management Suite

• Access Control – Each user sees only the workgroups they have been assigned to

User A5

WorkgroupsUser B

70+ Workgroups

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20INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

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Luminis CMS/Platform Touch Points

• LTCC - Luminis Targeted Content Channel

• ALCC - Automated Luminis Channel Creation

• LCBC - LCMS Channel Browser Channel

• LCP - LCMS Channel Previewer

• LIC - LCMS Inbox Channel

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22INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

LTCC

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LCMS: Content Artery to the Portal

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Options for Managing Channelized Content

Channel content managed by a single set of CMS users.

Channel content managed by one or more sets of CMS users, with different segments optionally targeted to one or more audiences.

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LTCC: A day in the life of…

• A Portal Content Administrator has been asked to update the Library Services channel• The channel has 3 sections: all users, students, and faculty• The content sits in the student section and is owned by a

librarian• The portal content administrator/LCMS workgroup manager (2

different hats) gives the librarian (Libby), access to the LCMS workgroup that contains the student section

• The content owner logs into LCMS and updates the content• The content is submitted to workflow and once it is approved it

is automatically published and displayed in the portal channel• The content owner can now maintain it on a regular basis w/o

having to contact the portal content administrator for each update (unless admin is wearing the hat of a Content Manager).

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LTCC: A Day in the Life of:

LibbyLibrarian

Logs on to LCMS

Navigates to her

Workgroup

Updates Content Submits to

WorkflowSaves New

ContentReviewed & Approved

Published to Portal

Selects Webview

Edits Student

Component

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LTCC: A Day in the Life of:

Before After

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Luminis Targeted Content Channel

Section BDefines targeted attributes

Section A Defines targeted attributes

Sub-section XFree form text/HTML

Luminis Targeted Content Channel (LTCC)Channel frame defines name, title, and category

Public StudentsEmployees

Sub-section WLink w/ teaser and photo

Sub-section V(defines content type)

Remote HTML reference Sub-section YRemote HTML reference

Sub-section ZRemote HTML reference

Remote HTML can reference components published via LCMS

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Remote HTML Reference

http:// web server + /webview URL/ + component filename.xhtml

http://mallum1.sct.com:81/rj/sbox/Library_Services_Student_Section_Component.xhtml

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LTCC Advantages

• LTCC’s can be divided into sections

• LTCC sections can:• be targeted to users with different roles.

• contain one or more Luminis CMS components.

• Each Luminis CMS Component can:• be maintained by a different set of users (thus providing extreme

flexibility/granularity of authorship).

• utilize automated workflow for review and approval, as needed.

• reduce duplication of creation effort (Re-usable Content)

• increase accuracy – Create once (WYSIWYG editor), use in multiple publishing configurations (Internet, Intranet, Portal, etc.)

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LTCC Disadvantages

• Require Portal Content Administrator to• Create LTCC’s with Remote HTML Reference

Subsections

• Coordinate with Luminis CMS users who

• create and maintain each Luminis CMS component

• provide the URL needed for the Remote HTML Reference subsections

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LTCC Recommended Uses

• Use LTCCs when:• content needs to go through an approval process

(automated workflow).

• you have different content contributors or content managers for a single channel AND you don’t want them to be able to touch each other’s content.

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Adding/editing content in Luminis:

TargetedContentManager

Channel Manager

LuminisCMS

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34INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

ALCC

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ALCC: A day in the life of…

• Human Resources has just launched an Open Enrollment program for selecting the benefits options offered to employees for the next year.• HR needs to create a new channel for employees

providing information on the new program• The HR content owner logs into the Luminis CMS,

creates a new channel, and adds content using the WYSIWYG editor

• The channel passes through workflow and is automatically published to the portal

• HR has coordinated with the layout owner of the portal employee tab to have the channel added to the layout once it is published

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ALCC: A Day in the Life of:

HectorHR Specialist

Logs on to LCMS

Navigates to his

Workgroup

Selects the Portal

Webview

Creates a new

Document

and LayoutAdds the needed content

Selects the Groups &

Categories

Saves and submits to workflow

Layout owner finds

new channel…

… and adds it to layout

Specifies Name

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ALCC: A Day in the Life of:

Before After

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ALCC – 1. Create New Document

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ALCC – 2. Select Page Layout

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ALCC – 3. Select Groups and Categories

X

X

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ALCC – 4. Add Content to Component and Save

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ALCC Advantages

• ALCC’s are created and managed within Luminis CMS using WYSIWYG Editor

• ALCC’s don’t require Luminis Platform Content Administrator intervention.

• ALCC may use automated workflows for approval processes, as needed.

• ALCC are automatically published to the Luminis Portal

• Re-usable CMS content (components) may be used in ALCCs

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ALCC Disadvantages

• ALCCs can only be targeted to a single role or group of roles on the Luminis Platform

• ALCCs can’t be divided into sections and targeted to different user roles

• Groups and categories for ALCCs can’t be edited or changed within the LCMS. • Groups and Categories can be set initially in LCMS

during Channel creation.

• Groups and Categories can only be changed by Luminis Platform Content Administrator.

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ALCC Recommended Uses

• Use ALCCs:• When the entire channel is targeted to a single role or group

or roles.

• When all content needs to go through an approval process (automated workflow).

• When you have common content contributors or content managers for a single channel AND/OR it does not matter if they are able to touch each other’s content.

• For channels that will continue to exist in some form (even if the content changes over time). Content expiration only affects the LCMS—the published channel remains live in the portal. Luminis Platform Content Administrator would have to remove channel when/if it’s no longer needed.

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ALCC vs. LTCC

• The channel doesn’t have to be set up on the portal side. An automated LCMS job publishes it to the portal once the channel has passed through workflow.

• LCMS users can determine when they want to create a new channel.

• Channels within the same workgroup can map to different workflows (manager approval or immediate launch) based on the layout selected.

• Content within a single channel cannot be targeted to different roles.

• An LTCC must be built on the portal side with a remote HTML reference that points to the component on LCMS. Some manual coordination will be required.

• An LCMS user will need to coordinate with a portal content administrator to ensure that the channel is set up and inform them of the URL for the component.

• All components within a workgroup must map to a single workflow.

• Content sections allowing for targeted delivery can be built within a single channel.

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46INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

LCBC

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Luminis Channel Browser Channel

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48INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

LCP

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Luminis Channel Previewer

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50INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.

Luminis Platform/Luminis CMS

Touch Points

LIC

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LCMS Inbox Channel

INBOX TASK

LCMS INBOX

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Summary

• Luminis Content Management Suite Overview• create, maintain, reuse, assemble and deliver timely and accurate content

• Luminis Platform/Portal Overview• one stop personalized access point multiple applications and content

• Luminis Platform/Luminis CMS Touch Points• LTCC - Luminis Targeted Content Channel – Separate

Authors

• ALCC - Automated Luminis Channel Creation – Same Authors

• LCBC - LCMS Channel Browser Channel – List Channels

• LCP - LCMS Channel Previewer – See a Channel

• LIC - LCMS Inbox Channel – Access Tasks


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