liferay cms essentials
DESCRIPTION
Sample of the training course I created for a client.TRANSCRIPT
Liferay CMS EssentialsModule 1: Define
Pre- Session GETTING TO KNOW YOU
My Name is Christian Goetzman
Married, no Kids, 3 Dogs,
Movie - True RomanceBand - Black KeysAuthor - WEB Griffin
Welcome to Day 1
Pre- Session GETTING TO KNOW YOU
Motivation SystemRaffle Tickets for solid questions, answers & participation
Runner Up = $$ Kindle Fire
Top Prize = $$$ Kindle Fire 8.9 HD
TODAYS SCHEDULEMod 1: DEFINE
Day 1Pre Session- Welcome
Module 1: Define● Intro to Liferay● Definitions and Terminology● Company Wide Buy-In to UX Brief● Content Strategy
Break
Exercise 1: Set up Environment● Login and Get around● Configure your account
Lunch- 1 hour
Pre Session- HTML Temp Check
Module 2: Design● WYSIWYG● Web Content●
Break
Exercise 2: Static Content ● Articles ● WCD
Mod 1: DEFINE GETTING TO KNOW YOU
Mod 1: DefineIntro To Liferay
User Experience
Liferay: The Open Source Enterprise Portal Solution
1. Simple...er
2. Flexibility
3. Secure
4. EE Support
Mod 1: DEFINE
Resources
Liferay & Class Resources:
1. UX Brief
2. Portal User Guide
3. HTML Cheat Sheet
4. CSS Cheat Sheet
5. Liferay Sync Download
Mod 1: DEFINE
Stop, Picture Time
Mod 1: DEFINE GETTING TO KNOW YOU
Definitions & Terminology
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
Liferay Specific Terms● Portal: Corporate Site that allows User specific content
● Portlet: Widgets and Modules on a Portlet Page
● User: Anyone on the portal, logged in or not○ Roles determine permission level
● Site: Web Site unit under a portal○ User Group: Arbitrary group of users under a site
● Organization: Org unit under a site○ Team: Arbitrary group of users under an organization
● Scope: All of the above are different scopes
● Public/Private: Permission based security for viewable pages
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
Portal Organization Structure
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
The Permission Engine
Permissions on every level
● Except Individual User Acts
● SIte, Org, Team & Group
● Roles
○ Regular - Portal Admin○ Site - Site Admin○ Org- Org Owner○ Custom - Message Board Admin*
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
User Roles
Users can have multiple roles
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
● Web Content: Anything from posts, articles, docs or media
○ Documents: Items in the Documents & Media Library■ Images, PDF, audio and video files
○ Structures & Templates: Customizable area for layout and scripting functions
○ Meta Data: Descriptions, Categories & Tags
■ Category: Topics or any other organizational terms
■ Tags: Keywords, Buzz Words & Phrases
http://www.liferay.com/documentation/liferay-portal/6.1/user-guide/-/ai/lp-6-1-ugen03-tags-and-categories-0
Liferay Specific Terms (Continued)
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
● Navigation: Path through a site
● Mega Menu: Enhanced Dropdown Navigation
● Dockbar: Global Admin Nav
● In Context vs Control Panel Editing
● Asset Publisher(AP) & Web Content Display (WCD)
● Forms: Data Capture
Liferay (LR) User Interface (UI) Related Terms
DEFINITIONS & TERMINOLOGYMod 1: DEFINE
Liferay UI
● Navigation: Users tool to travel through portal or site
● Dockbar: Global Portal Nav for Admins
● Portlet Configuration
● In Context Editing
● Control Panel: Admin UI by portal level and user permissions
● WCD & AP: Static and Dynamic display of content
● RSS: Publish content using feeds
● Hero Bar: Top area on Internal
● Slider: Home Carousel
DEFINITIONS & TERMINOLOGY
● Training Site: LR Organisation for this class
● Dashboard: Your Personal pages
● Profile Page: Your "Public" pages
● Whiteboard: Class Exercises and Modules
● Classroom: Class room forum for questions notes and discussions
● Library: All Docs & Media
Mod 1: DEFINE
Class Concepts
DEFINITIONS & TERMINOLOGY
● User Experience (UX): All encompassing effect of a visit to your site
● Personas: Audience, Roll or User based research and Modeling
● Search Engine Optimization (SEO): Anything to get more visits
○ Keyword: The word or phrase that content is focused on○ Inbound Link: like referrals improve sites online rep
● Analytics:
○ Visits, Unique Visitor & Traffic○ Goal: The intended result of content, CTA or campaign○ Conversion: Success of a goal, not always a sale
Mod 1: DEFINE
Other Training Terms
BE BACK IN 15 MINBREAK
Mod 1: DEFINE GETTING TO KNOW YOU
User Experience
User Experience
■ Know your Audience- AKA Personas
■ Tone-Don't look at me in that voice
■ The Business Case
■ Company Wide Buy-In to UX Brief
Mod 1: DEFINE
UX Is Everything... Almost
Cleco Self-Service Solution● Self-Service
Customer Account Management w/o the need for Support Rep
● An integrated approach● Focused on usability● Find-ability curbs support calls
Content StrategyMod 1: DEFINE
GOVERN
DEPLOYDEVELOPDESIGNDEFINE
CREATEANALYZEPLAN
RESEARCH + TESTING
Content strategy
Content StrategyMod 1: DEFINE
Define- Content comes first
● Content Inventory*
● Content Audit
● Gap Analysis
Content StrategyMod 1: DEFINE
● Inventory● Know what is out there
● Audit
● Check up for Meta Data● Assess relevance● Ask Why?● Keep Toss or Expire
● Gap Analysis● Fill in where you're thin● Direction for content● *Informed by Analytics
Inventory -Every 6 Months
Content StrategyMod 1: DEFINE
Design- 6.1 CMS & Content Strategy
Asset Publisher ● Taxonomy Driven
● Flat Architecture● Usability ● SEO
● Content Sharing
● Related Content
Content StrategyMod 1: DEFINE
Develop-Leverage features ● Theme:
● Layout templates● Swappable Themes
● Structures ● CTA ● Homepage Slider● Internal Hero Bar
● Roles & Permissions ● Hidden Content ● Drive Form submission
● Forms & Landing page
Content StrategyMod 1: DEFINE
Deploy- Data leads the way
Content StrategyMod 1: DEFINE
● LAR export/import ● Dev & QA Instances ● Backup
● Analytics Integration● A/B testing● SEO● Conversion Funnels● Optimization
● Workflow ● Message board
Admin ● Add/Edit Content
● Liferay Sync● Doc Management
Content StrategyMod 1: DEFINE
How We Got Here● An integrated approach● Focused on usability● Find-ability curbs support calls
Compromise is good, its the process that counts
BE BACK IN 5 MINBREAK