waterloo cms project
DESCRIPTION
Waterloo CMS Project. Strengthening Collaboration of University Web Specialists. Overview of Presentation. Technical Projects Collaboration - Lessons Learned Current Waterloo CMS Project - Overview OTWS Technical Overview Questions & Answers. Collaboration – Lessons Learned. - PowerPoint PPT PresentationTRANSCRIPT
Waterloo CMS Project
Strengthening Collaboration of University Web Specialists
Overview of Presentation
Technical Projects Collaboration - Lessons Learned
Current Waterloo CMS Project - Overview
OTWS Technical OverviewQuestions & Answers
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Collaboration on Technical ProjectsLessons Learned from UW Web CMS Projects
Collaboration – Lessons Learned
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Historical Perspective
Web Advisory Committee has sponsored 4 investigations into web content management:
1. Content Management 2. Content Management Systems3. Web Content Management Systems4. Waterloo CMS Project
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
1(May2008)
2 (Dec2008)
3(April 2009)
4 (in progress)
Shared Need
There must be a shared need
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Defined Goal
There must be clearly defined goal
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Time Commitment
There must be a time commitment from individuals
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Be Flexible
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Be flexible with time commitments from individuals you really want on the project
Commitment from Above
Get commitment from above
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Secure Funds
Try to secure the funds that you need to accomplish your goals
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Project Plan
A clear project plan that all stakeholders are aware of and agree with
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Representation
Representation from major units on campus
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Politics
Leave your politics at the door
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Consensus
Joint decision making - consensus not voting
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Disagreement
Agree to disagree behind closed doors
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Leadership
One project head
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Transparency
Transparency
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Positivity
Commitment to positivity
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Mutual Respect
It helps if you like each other
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Collaboration Tools
Use the tools
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Meetings
Follow good meeting practices: Standard meeting times Agenda Minutes (or at least notes) One hour is optimal End on time
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Success
Nothing succeeds like success
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Waterloo CMS Project
Waterloo CMS ProjectOverview of the Current Project
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Project Start
The beginning Project Charter
Finalized Sep 4 2009 Available on IST website
http://ist.uwaterloo.ca/projects/wcmsproject/waterloo-cms-project-charter-20090904.pdf
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Implement OTWS as the centrally supported website creation and maintenance tool at the University.
Project Objective
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• OTWS was previously RedDot
What about DW and Contribute?
OTWS will replace the current centrally supported website creation and maintenance tools, Adobe Dreamweaver and Contribute.
• Dreamweaver may be used for template design work for templates to bring into OTWS
Central Support
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Software Costs
Budgeting for software costs to use the CMS is not required Website maintenance is done via a browser (e.g. IE,
Firefox) No additional application needs to be installed on
workstations• IE for administrative interface
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Do we need to budget for additional software?
Project Schedule
Pilot website using the CMS is scheduled for launch in Sep 2010
CMS adoption across the University will begin after Sep 2010
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
When can we use the CMS in our area?
PLANNING IS KEY to successful CMS implementation and rollout!
Training and support plans in place for users of the CMS Internal expertise to administer and support the CMS New web-design requirements to implement in the CMS Scalable system architecture definition & implementation Flexible application architecture definition & implementation
Project Planning
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Why will it take so long until we can use the CMS?
Deliverables & Work
Internal expertise in the CMS (via training and pilot) System architecture requirements definition & set-up Application architecture requirements definition & set-up Pilot website plan, design, development, testing & launch New web-design implementation in the CMS Accessibility-compliance configuration and testing Training and support plan (documentation and courses) University rollout plan (+ content migration strategy)
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
< What are we suppose to do on this project?
Pilot Website
The pilot website will be a new Waterloo Web Resources website Resource for CMS adopters/users across the University Will house and point to University web resources Way to develop internal expertise in the CMS Manageable size website to do as iterative prototypes Large enough to test the capabilities and requirements of
the CMS
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
What website will be the pilot website?
Glenn Anderson (IST), Lara Babalola (Science), Linda Beaulieu (Engineering), Mary Lynn
Benninger (Registrar’s Office), Daniel Delattre (Engineering), Michelle Douglas-Mills (AHS), Donald Duff-McCracken (Environment), Guillermo Fuentes (Arts), Eva Grabinski (IST), Manfred Grisebach
(IST), Sarah Forgrave (CPA), Chris Gray (Library), Lauren Harrison (Housing & Residences), Adam Hewgill (Housing & Residences), Bob Hicks (IST), Karen Jack (Secretariat), Pat Lafranier (IST), Tammy Marcinko (Human Resources), Isaac Morland (CSCF), Liam Morland (Distance & Continuing Ed), Rose Padacz (OPD), Susan Shifflet (OPD), Sean Speers (Arts), Terry Stewart (AHS), Jason Testart (IST), Martin Timmerman (IST), Lisa Tomalty (IST), Evan Truong (Environment), Heather Wey (IST), Jonathan Woodcock (Engineering)
Project Team
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
What areas are represented on the project?
Project Roles
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Accessibility SpecialistApplication Admin/ArchitectCommunications SpecialistDatabase SpecialistOTWS ConsultantProject ManagerRequirements AnalystSecurity SpecialistSystem Admin/Architect
Technical LeadTesterTraining and Support SpecialistUsability SpecialistWeb Information ArchitectWeb AdministratorWeb DesignerWeb Developer/Programmer
Team Structure & Commitment
Core Project Team Members: Responsible for conducting the core work on the project 0.5 to 4.0 days per week (dependent on project phase, role and
demands)
University Consultants: Responsible for providing consulting in special areas of relevance to the
project (accessibility-legislation consulting; online-security-requirements consulting; University-policies consulting; communications consulting)
0.5 days per month anticipated
* No secondments
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
How much time are team members putting into the project?
Project SponsorIST Management
Project Lead
Project Management Sub-Team
Technical Sub-Team
Training & Support Sub-Team
Testing Sub-Team
Design Implementation
Sub-Team
Accessibility Sub-Team
Communications Sub-Team
Waterloo CMS Project – Organizational Chart
Organizational Chart
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
How is such a large team organized to do work?
Project Communications
web.uwaterloo.ca Daily Bulletin WatITis (technical) Web Advisory Committee (WAC) minutes UWweb mailing list Contact project team member Suggestions?
Other: Status updates- UCIST, WAC, CTSC, ASCR, FACCUS
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
How can I learn about the project?
New Web Design
Yes, the plan is to rollout the CMS with the new web design/templates from the Web Redesign Project
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Will the new web-design templates be available in the CMS?
OTWS Overview
Open Text Web SolutionsSystem Overview
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Rationale
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Sys AdminsWebsite
Admins
Designers
Content Authors/Publishers
Content Maintainers
Ease of Use
Complexity
Users
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Remote Users
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Fire
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Management Server
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
System Requirements
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Windows Server 2003 and up• Microsoft SQL Server or Oracle• Minimum 4 Gb RAM• Minimum 20Gb Disk space
• Our plans:• Windows Server 2008 R2• Microsoft SQL Server 2005• Virtual machines at first• Clustering Management server ?
Ancillary Servers
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Security
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• LDAP Authentication• Granular Privileges• Versioning• Work Flows• Audit Trails• Login Histories• Fully SSL compatible• Captcha (Built-in Q1, 2010)
Support
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• 8-5 M-F standard support• Coordinated by IST likely• Training at cost• Public Forum• Mailing List• Knowledge Base• Online Help• Third Party Partners
Ease of Use
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Web 2.0 based GUI • Wysiwyg editor• Inline editing• Drag-n-Drop Content• Undo• Spell Checker• Friendly URLs• Image resizing• Mass uploading
Performance
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Clustering• Load Balancing• Page Caching• Static Content Export
Management
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Online administration • Workflow engine• Trash• Multiple sites and subsite• Content Scheduling and Staging• Themes/Skins• Web Statistics• Multi-language support
Interoperability
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• FTP and SFTP support• WebDAV Support• WAI Compliant (section 509)• XHTML Compliant• Content Syndication (RSS)• UTF-8 support
Flexibility
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Extensible User Profiles• URL Re-writing• Content Re-use• Metadata• Taxonomy Manager• Multi-site Deployment
Built-in Apps
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
• Photo Gallery• Discussion Forums/Blogs• Mail Forms• Data entry• Dashboard• Many other apps (figuring out which are 3rd party)
• Tests • Quizzes • Guest-books • Chat • E-commerce
Publishing Model
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Delivery Server
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
User Interface Screen Shots
1. Homepage2. SmartEdit3. SmartTree4. Asset Manager5. Server Manager6. Tasks7. Search
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Contact Us
Eva Grabinski Terry StewartProject Lead – Waterloo CMS ProjectComputing ConsultantInformation Systems & TechnologyPhone: x38956Email: [email protected]
Technical Lead – Waterloo CMS ProjectManager, Information TechnologyApplied Health SciencesPhone: x35415Email: [email protected]
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project
Questions???
WatITis | Strengthening Collaboration | December 8, 2009 | Waterloo CMS Project