wex v8 pot-wcm advanced ctc enhancement

77
IBM Software Lotus An IBM Proof of Technology Power To the People! Making Your Content More Social with CTCv3 Lab Exercises

Upload: rob-joke

Post on 10-Feb-2016

228 views

Category:

Documents


6 download

DESCRIPTION

IBM Websphere

TRANSCRIPT

Page 1: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM SoftwareLotus

An IBM Proof of Technology

Power To the People! Making Your Content More Social with CTCv3Lab Exercises

Page 2: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Contents

OVERVIEW 4INTRODUCTION..................................................................................................................................................................4DURATION...........................................................................................................................................................................4

LAB 1 CONTENT TEMPLATE CATALOG 51.1 TARGET SITE OVERVIEW.................................................................................................................................................6

1.2 BOOT-STRAPPING THE SITE............................................................................................................................................71.3 ABOUT US PAGE CREATION..........................................................................................................................................181.4 ARTICLES AREA...............................................................................................................................................................251.5 NEWS AREA......................................................................................................................................................................28

LAB 2 CUSTOMIZING COMPONENTS IN CTC (FOR EXPERTS) 382.1 CUSTOMIZATION: SIMPLE TEXT....................................................................................................................................382.2 CUSTOMIZATION: COMPETITIONS................................................................................................................................51

2.3 NEXT STEPS.....................................................................................................................................................................72

APPENDIX A ADDITIONAL INFORMATION 73APPENDIX B NOTICES 74APPENDIX C TRADEMARKS AND COPYRIGHTS 76

Web Experience v8 PoT Page 2

Page 3: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Overview

The Content Template Catalog, or CTC for short, is a set of generic templates for IBM WebSphere Portal and IBM Web Content Manager. The templates are large “building blocks” that you can use to rapidly build out a website skeleton, ready for content contribution. The catalog contains a set of pre-built portlets that can be used to “decorate” the pages of your site with lists, slideshows, carousels, teasers, etc. Just as important as the actual out of the box assets are the patterns embodied within – these can be be used to build easy-to-use self-service systems for non-technical users to manage websites.

The CTC may be downloaded from the Portal catalog: https://greenhouse.lotus.com/plugins/plugincatalog.nsf/assetDetails.xsp?action=editDocument&documentId=9867495EE281C75985257919004DBBEB

Introduction

This lab explains how to use the patterns available in the latest Content Template Catalog V3 (CTC V3) to create a customized templated site management solution for your business users. In this lab we'll guide you through the new capabilities of the CTC V3, designed to provide the range of modern site designs that can be accomplished on the basis of the IBM WebSphere Portal and Web Content Manager Version 7 and higher. CTC V3 features a new templating model, a comprehensive set of templates and preconfigured portlets, and a content-oriented theme and layouts. After completing this lab you will be able to use CTC V3 to build rich ready-to-use websites in minutes, with pre-configured social services integration, make customizations, publish content, and change the design.

Duration

You should be able to complete this lab in approximately 75 minutes.

Web Experience v8 PoT Page 3

Page 4: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Lab 1 Create Targeted site with CTC

The CTC consists of many components to use in your site creation including:

Page Templates and Micro-sites

• CTC comes with an extensive set of page templates that represent typical types of pages and content in a website

• Each page template has an associated “micro-site” which is a pre-built content structure that is instantiated along with the page

Component Configurations

• Most the portlets in CTC display content items that are called “component configurations”, which are content items that control the behavior of a component

• There are four of these component configuration types included in CTC – Block, List, Slideshow and Carousel

Pre-configured Portlet Palette

• CTC installs a pallete of portlets into the page builder customization shelf

• These portlets are pre-configured to instantiate a component configuration content item when they are dragged onto the page

Adaptive Component Stylings

• Components are styled in such a way that they adapt when moved to different containers on the page

• This simplifies the authoring experience and provides greater freedom in how components are placed and managed over time

Inline editing

• CTC implements inline editing for both design and content

• For the design side, component configurations are set up for inline editing, but are only available in the edit mode for the page

• For content, inline editing is available in the page read mode and is subject to access control

• Content indexes also have inline editing options and allow to describe their index which are managed by configurable components

• Teaser and promotions are special cases as they do not get displayed on their own pages, and they also have inline editing for both their content and configuration

Page 4 Power To the People! Making Your Content More Social with CTCv3

Page 5: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.1 Target Site Overview

You will be building a small, but complete site for a Weightlifting club. This is just the “skeleton of site” as you won't be adding content. This will include a Home, About Us, Articles, News and Competitions areas. You will also create a customized type for adding simple content to pages, then you will customize the Event type to suit the club's competition structure.

Your site will include navigation, sample content, and a home page that links into the site to pull out the latest news, latest articles, and simplified type of teaser content.

The site covers a good cross-section of content types and also contains two types of customization of the CTC templates.

After you have constructed the site, you can continue to explore modifying the look and feel, adding more navigational constructs, and of course adding content.

Web Experience v8 PoT Page 5

Page 6: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.2 Boot-strapping the site

To get your site started, you need to first create a library to store site content and any customized design artifacts. Next you will create a top level page that is template enabled and mapped to a root site area in the new library. After this initial setup, you will be ready to start building the site from the top down using the CTC page templates.

1.2.1 Create a library

__1. Login to http://portalww.demos.ibm.com/wps/portal as a page approver with the userid and password credentials of: wpadmin/passw0rd. This page should be the homepage for Firefox on the desktop.

__1. Navigate to the Administration section of your Portal, select Web Content Libraries section to display your existing libraries and then click on the Create new library button.

Page 6 Power To the People! Making Your Content More Social with CTCv3

Page 7: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Web Experience v8 PoT Page 7

Page 8: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__2. Fill in the form to create the library named Weightlifting Club. This library will hold the club's site and any customized assets. Click OK to save and create the library.

1.2.2 Add new library to the authoring portlet

__3. Navigate to the authoring UI by clicking Applications > Content > Web Content Management, open the Preferences section and click on Edit Shared Settings.

Page 8 Power To the People! Making Your Content More Social with CTCv3

Page 9: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__4. Under the Library Selection section, select the following libraries:

Weightlifting Club

CTC Content

CTC Demo (should be there already)

CTC Design

CTC Process

Later in the lab, we will make some create templates that will be added into the CTC Design library. This is the list of the libraries that make up the CTC solution.

Web Experience v8 PoT Page 9

Page 10: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__5. Click Add to add it to the Selected Libraries, click OK.

__6. The library will now displayed in the Library Explorer.

1.2.3 Initial Site Area

__7. Select the Weightlifting Club library and then New → Site Area-> Default site area template.

Page 10 Power To the People! Making Your Content More Social with CTCv3

Page 11: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__8. Fill in the form with your new site area information as shown below. Note that the Name 'wlclub' is used in URLs and the Title 'Weightlifting Club' is what appears for presentation displays. Save and close your new site area.

Web Experience v8 PoT Page 11

Page 12: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.2.4 Create a temporary top level page

__9. In the Portal Administration > Manage Pages view, click on Content Root and then New Page. Enter name of “temp” (doesn't matter what this is, as long as its unique and something you will remember). Click OK.

__10. Follow the steps below to edit the new page properties to map it to your new Site Area in your new Library. This will establish where all new Template pages will be added to the library.

Page 12 Power To the People! Making Your Content More Social with CTCv3

Page 13: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Web Experience v8 PoT Page 13

Page 14: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.2.5 Now will create the landing page for your new site.

__11. Navigate to your new test page.

__12. Put your mouse over the right hand side of the Publish Site button. You will see a drop-down arrow display. Click it and choose Edit.

__13. Choose More > New Child Page.

__14. Name the page Weightlifting Club and use the Landing Page template. Click Create.

Page 14 Power To the People! Making Your Content More Social with CTCv3

Page 15: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__15. You will see the starting page. You should be in Edit mode at this point.

Note: The images in the CTC solution come from the city of Sidney, Australia. The development team went out and took some photos.

1.2.6 Move the Landing page to the top level

__16. You should be in edit mode. You can tell if the button displays In View Mode. Select More → Move Page. Select to place the page above the CTC Demo page.

Web Experience v8 PoT Page 15

Page 16: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__17. You will see the Weightlifting Club page to the left of the CTC Demo page..

__18. Go back to the temp page. Using the More menu again, delete the temp page you initially created.

__19. You will come back at a later step to “decorate” the Weightlifting Club page with navigation and content, but now you will create the rest of the site!

Page 16 Power To the People! Making Your Content More Social with CTCv3

Page 17: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.3 About Us page creation

The first content page you will create is the About Us area. This page is an example of “static” page content which does not change regularly and appears in the main navigation.

Note: While editing and creating content in this section, you will be in "Edit" mode".

This page will be a structured content area storing history, organization and contact information for the club. The templates used to create this page will show how to create a navigational grouping (using the Landing template) and a fixed set of content pages (using the Standalone Topic template) which is a typical structure for areas of the site that are relatively static.

__20. While you are logged in as an Administrator, select the Weightlifting Club page, click Edit mode-> More → New Child Page

__21. Enter the name for the page as About Us, select the Landing template, click Create Page (this will take a short while to copy all the artifacts into your library... if you browser threatens to time out, tell it to wait)

Web Experience v8 PoT Page 17

Page 18: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__22. Similarly, create the Club History page under the About Us(be sure this is the current page). Click Edit mode-> More → New Child Page, enter a name for the page Club History, select the Standalone Topic template and click Create Page.

1.3.1 Update the Club History page by editing the default contents.

__23. Navigate to Weightlifting Club → About Us → Club History (in edit mode) Hover over the content on the page and click the Edit icon, enter name and title for to be “History of the club”, optionally include some free form text in the Body section. When you are done, click Save and Publish.

Page 18 Power To the People! Making Your Content More Social with CTCv3

Page 19: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__24. Click Close in order to see the page with the edited portlet.

1.3.2 Create the Organization page as a sibling of the Club History page

__25. Navigate back to the About Us landing page. In Edit mode select More → New Child Page, enter a name for the page “Organization”, Standalone Topic template and Create Page.

__26. Edit this page to describe the Club's organization, note that the Rich Text Editor (RTE) Body editor will allow insertion of images, as well as other HTML components. In the lab image the default editor is used, this could be changed to the advanced editor of Ephox, EditLive. The latter would allow you to import directly from Microsoft Word documents.

Web Experience v8 PoT Page 19

Page 20: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

You should be getting the hang of this now! You can close to see the results of your edits.

1.3.3 Create and edit the Contact Us page

Note: You are in Edit mode in the entire section. If you do not understand the instruction, try going into Edit mode first.

__27. Navigate back to the About Us page and add another new child page for the Contact Us information using the Standalone Topic template. Edit the default content to contain how to contact the Club. (Phone, email address as well as Facebook page link would be good to include here).

__28. You now have three pages under the About Us page. You will next use one of the CTC portlets to include navigation on the About Us page for these child pages. Navigate back to the About Us landing page.

__29. Click Content, click All CTC Porlets, enter “Navigation” as a search team and click the Search icon.

Page 20 Power To the People! Making Your Content More Social with CTCv3

Page 21: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__30. Drag the Landing Navigation portlet into main container (below the Promotions slideshow portlet) two times and the right hand container once. These three areas will hold the navigation to the other pages.

__31. Click Save in the customization toolbar.

__32. The navigation portlet adds new component configuration content items to your site. These content items need to be configured to point to each of the Topic pages you created earlier. To do this click Edit Mode.

__33. Hover over first navigation portlet and click “gear” icon.

Web Experience v8 PoT Page 21

Page 22: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__34. Scroll to bottom of form under the Context Override and click Browse Content. This field sets the location in the site that the component will use for it's display.

__35. Drill down into Weightlifting Club → Content → Weightlifting Club → Weightlifting Club → About Us and select Club History then click OK. Click Save and close to save the component configuration content. (Recent items is an alternate way to get to the item more quickly)

Sometimes, Firefox will ask you if you want to "Leave the page" or "Stay on the page". Click the Leave the page button to complete the action.

Page 22 Power To the People! Making Your Content More Social with CTCv3

Page 23: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__36. You will now see the portlet populated with the link to the Club History page.

__37. Repeat the edit steps for the second portlet in the main column selecting the Club Organization area this time. Simply click the Browse Content > Recent Items > Club Organization.

__38. Lastly, edit the portlet in the sidebar column, selecting the Contact Information area Your page now will have all the links to the other pages.

Note that even though the right column portlet is the same as the main column portlets, it has adapted it's formatting style to the column width.

__39. Click on Save and then click the View mode button to see how the page will look for visitor of te site.

__40. Let's take a quick check.

You now have an area called About Us that groups together a set of free-form content pages where content can be added to explain the club's history, structure, and contact information

In addition to the top level navigation, you have added navigation into the page which is driven off the sub area metadata – this can be modified later to enter a description, select an image to display, etc.

Web Experience v8 PoT Page 23

Page 24: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.4 Articles Area

The Articles section is dynamic structured content, where the authors can build structured hierarchical sections to organize published articles.

The articles area will be a place for club members to publish articles. This part of the site is expected to grow over time into a hierarchical collection of articles, so we will use the Section Index and Section Detail templates to build this area. These templates have hierarchical content navigation built-in, so the authors can group their content hierarchically or write multi-page articles.

__41. The Articles page will be a child of the Weightlifting Club page. Select the Weightlifting Club page and Edit mode-> More → New Child Page, name the page Articles and select the Section Index page template then Create page.

Page 24 Power To the People! Making Your Content More Social with CTCv3

Page 25: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__42. The resulting index page will have a left navigation hierarchy, currently selected navigation item in the main section and contact information on the right. As items in the left navigation are selected the main section will change to that section contents.

__43. The previous Index page shows list of content items with just short descriptions of items. To show the detail of selected items you will need to create the matching detail page under the Articles page.

__44. Select Edit mode-> More → New Child Page. Name the page, select the Section Detail page template and then create the page.

Web Experience v8 PoT Page 25

Page 26: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

This page is hidden from the top level navigation.

Note that if you misspelled the name of a page, it is easily changed in the Page Properties section of the Edit Mode.

__45. The Articles area is now ready for contribution – sections can be created to group articles, topics can be created to store individual articles. To start with, this area could be just a list of articles, the navigation will work with a flat structure. Over time sections could be added to group the articles appropriately.

Page 26 Power To the People! Making Your Content More Social with CTCv3

Page 27: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__46. Note that the inline editing has options to add new sections or a new article topic.

1.5 News Area

The News section is a typical dynamic content that is shown in reverse date order with older content dropping out of view.

Web Experience v8 PoT Page 27

Page 28: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

The news area will be a place for the club to report news about the club, or interesting things in the world of weightlifting

__47. Under the Weightlifting Club page create a New Child Page named News using the News Index page template. This will hold a list of the most recent News articles.

Page 28 Power To the People! Making Your Content More Social with CTCv3

Page 29: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__48. Create a child page to the News using the News Detail template.

It is good practice to save the page once in awhile. There is a Save button on the toolbar.

__49. The news area is now ready for contribution.

Web Experience v8 PoT Page 29

Page 30: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

1.5.1 Edit content to list items on News page

Now that you have some sample content for your site you can go back and make some modifications to the home page to highlight these items.

You will add some content lists to show the latest news and latest articles and provide a direct link to the Contact Information area, as that is expected to be a popular page.

__50. Return to the Weightlifting Home page. You see that there is now content in the bottom scroll bar. This content is automatically placed here by specifying the content is a Special Feature item when it is created or edited. Optionally you may select this item and edit it to see where the selection is set.

NOTE: There is an issue with the article showing up in the image. Then the first fixpack.

Page 30 Power To the People! Making Your Content More Social with CTCv3

Page 31: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__51. Return to the Weightlifting Home page to add the latest featured news slideshow portlet in the central spot on the page.

__52. Click Edit Mode → Content. Notice that this would allow you to add any portlets, widgets and gadget in this page in which the user has authorization.. Click CTC List Portlets and type News into the search box and click the search icon.

__53. Drag the News Featured w/ overflow portlet into the main column then click Save exit Edit Mode.

Web Experience v8 PoT Page 31

Page 32: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__54. You now have the Latest News on the home page, when new News items are added to the news page, they will automatically appear here as well.

__55. Similarly to add the latest Articles list, click Edit mode → Content, click CTC List Portlets, enter “Topics” into the search box (the Topics template was used to build the Articles Page) and click the search icon. Drag the Topics Latest portlet to the page into the right column. Save

Page 32 Power To the People! Making Your Content More Social with CTCv3

Page 33: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__56. To change the default label in the portlet, click Edit mode. Hover over the Latest Topics portlet and click on the “gear” icon. Edit the List Title to say “Latest Articles”.

__57. Scroll to the bottom of the form and select Browse content in the Context Override field.

__58. Drill down into Weightlifting Club → Content → Weightlifting Club → Weightlifting Club , select Articles, click OK and now click Save and close.

Web Experience v8 PoT Page 33

Page 34: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__59. Optionally, add a direct link to the contact information page, by Editing the page and dragging a Landing Navigation portlet to the page in the top of the right hand column.

__60. Optionally, Edit the page and edit the component configuration content to point to the Contact Us information content. Save and close the content.

Page 34 Power To the People! Making Your Content More Social with CTCv3

Page 35: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__61. Lastly the Weightlifting Club page navigation needs to be changed to say “Home”. This navigation is specified in the site area definitions this is changed via the Authoring Portlet.

__62. Navigate to the Applications → Content → Web Content Manager page.

__63. In the Library Explorer, navigate to the top level site area Weightlifting Club → Content → Weightlifting Club and edit the Weightlifting Club site area.

__64. Change the display title to Home. Click Save and close.

Web Experience v8 PoT Page 35

Page 36: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__65. Navigate back to the Weightlifting Club top level page to see that the breadcrumb now displays Home (recall that the site area Name is used for the URL and the Title is used for the display). Additionally the page also includes content lists and navigation.

Page 36 Power To the People! Making Your Content More Social with CTCv3

Page 37: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Lab 2 Customizing components in CTC (for experts)

The content types and templates supplied with CTC are necessarily generic – the content types are intended to cover many scenarios, and the page templates are quite “minimal” so they can be used in most scenarios. These general types might be fine in many cases, but it is through customization that you can really take advantage of the patterns implemented in CTC and build solutions that are a good fit for your site and your users.

Sample customizations may include changes to:

Content types

For many scenarios the out of the box types have too many fields, and for other scenarios they will not have specific required fields

For a self service solution they need to be “de-genericized” by removing unneeded generalisations, and by adding specific support for your scenario

Page templates

For any specific site design there will be repeated patterns of layout and content that can be encoded into a page template

Making very specific templates for common patterns has a huge impact on the ease of use of your self service solution, and greatly speeds up the creation of new pages

2.1 Customization: Simple Text

In this part of the lab you will create a new content type based on the CTC Teaser pattern. This will be a simplified version of a teaser that is more structured – only offering the user fields for a text block (not markup), a link, and a selection of 3 images. This simple text content can be dropped onto any page to just directly add content to the page that is easily changed.

__1. Create new authoring template.

__a. Navigate to the Applications → Content → Web Content Management.

__b. Navigate to the Weightlifting Club library, click New → Authoring Template --> Content Template.

__c. Name this template Simple Content.

Web Experience v8 PoT Page 37

Page 38: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__d. Click on Default Content.

__e. Expand the properties icon for the Display Title field and hide this field. Note that clicking on the properties icon after your selection will close the properties settings.

__f. Repeat for the Description field as well.

Page 38 Power To the People! Making Your Content More Social with CTCv3

Page 39: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__g. Click on Manage Elements.

__h. Enter a Text element called Content, click Add.

__i. Repeat to add a Link element called Link.

__j. Repeat to also add an Option Selection element called Icon.

__k. Click OK.

Web Experience v8 PoT Page 39

Page 40: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__l. Scroll down to the Link element.

__m. Expand the properties section for Display link as and select Hide field.

__n. Also hide Link Text, Link Description, Link Target and Link Additional Attributes. This will keep the form very simple for authors.

__o. Scroll down to the Icon element, expand the properties section for Icon

__p. Enter options of 1, 2, 3 (not with commas, but carriage returns)

Page 40 Power To the People! Making Your Content More Social with CTCv3

Page 41: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__q. Click on the Default Content Properties tab, expand workflow and uncheck the enable workflow for items created with this authoring template property

__r. Click Save. This will leave the Authoring Template open for more edits.

__2. Create new presentation template

Web Experience v8 PoT Page 41

Page 42: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__a. in the Library Explorer view, click New → Presentation Template. Name your template Simple Content Template

__b. Paste the HTML from the grey box into the presentation markup (watch the quotes, they should be standard quotes). The file is in the /root/Desktop/Lab Files/. (There is a link on the Desktop.) The file is named Simple Content Template.txt.

Page 42 Power To the People! Making Your Content More Social with CTCv3

[Component id="661f7a5a-9b93-4820-b5f2-099a08e261a7:NC9jdGMrZGVzaWduL2lubGluZSBlZGl0aW5nL3Rvb2xiYXIgZm9yIHRlYXNlcnM=" name="ctc+design/inline editing/toolbar for teasers"]<div class="contentIndex" style="margin-bottom:20px;"><div class="itemDetails"><div class="itemImage"><a href="[Element context="current" type="content" key="link" format="url"]">[Plugin:ifEqual value2="1" value1="[Element context='current' type='content' key='Icon']"][Component id="a3a70cad-02c3-4135-a2e8-3f95067de8de:NC9jdGMrY29udGVudC9pbmRleCBpbWFnZXMvbmlnaHQgMDE=" name="ctc+content/index images/night 01"][/Plugin:ifEqual][Plugin:ifEqual value2="2" value1="[Element context='current' type='content' key='Icon']"][Component id="aceacadc-65b4-4a76-aa4f-299b110509e4:NC9jdGMrY29udGVudC9pbmRleCBpbWFnZXMvbmlnaHQgMDI=" name="ctc+content/index images/night 02"][/Plugin:ifEqual][Plugin:ifEqual value2="3" value1="[Element context='current' type='content' key='Icon']"][Component id="53d1313d-c1c3-4288-bd26-5123d3bd750b:NC9jdGMrY29udGVudC9pbmRleCBpbWFnZXMvbmlnaHQgMDM=" name="ctc+content/index images/night 03"][/Plugin:ifEqual]</a></div><div class="itemTitle">[Element context="current" type="content" key="content"]</div></div></div>

Page 43: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__c. Click Save and notice that in the component tag, an additional ID entry is added.

__3. Map the presentation template to the authoring template.

__a. Navigate back to the Simple Content authoring template, which should still be open.

__b. Click on the Content Template tab.

__c. Click on the triangle (quick select) next to the Select Presentation Template prompt.

__d. Click on the Simple Content Template.

__e. Click Save and close

Web Experience v8 PoT Page 43

Page 44: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

2.1.1 Create sample content to be instantiated with each portlet

__f. In the Library Explorer, click on New → Content → Weightlifting Club / Simple Content

__g. Click on Select Location

__h. Select the Weightlifting Club library and navigate to the root site area (you will store this here for now, but you may wish to create a special library or area for these “prototype” content items). Click OK

Page 44 Power To the People! Making Your Content More Social with CTCv3

Page 45: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Web Experience v8 PoT Page 45

Page 46: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__4. Create sample content to be instantiated with each portlet.

__a. Enter a name Sample Simple Content, enter some sample text “This is sample content”, select one of the Icon options “1”, click Save and close.

__5. Create portlet for palette

__a. Navigate to Administration → Portlets, enter “teaser” into the search field, click Search.

__b. Click the Copy Portlet icon for the Teaser portlet (not the Teaser Reference portlet).

__c. Call this portlet Simple Content, click Ok.

Page 46 Power To the People! Making Your Content More Social with CTCv3

Page 47: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__6. Configure your new Simple Content Portlel.

__a. Navigate to the Weightlifting Club site, click Edit mode → page, click Content. Click All CTC Portlets, enter “Simple” into the search box and click Search.

__b. Select your new portlet and drag it to the page. Click Save & View.

Web Experience v8 PoT Page 47

Page 48: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__c. Click Edit mode → . Click the new portlet (which still displays “teaser_1” for now) menu and click Configure. Configure will establish the portlet settings for any subsequent usage of this portlet.

__d. Click the Edit link under the Content section.

__e. Drill down to Weightlifting Club → Home select Sample Simple Content then click Ok. Scroll down to the end of the portlet form and click Ok

Page 48 Power To the People! Making Your Content More Social with CTCv3

Page 49: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__f. Now your portlet is configured for use on any other page, so you can delete it from this page and re-add it to be sure the configuration is set correctly. Edit the page again, click the new portlet (which still shows the “Teaser”!) menu and click Delete.

__g. Click Save & Exit.

__7. Use the new configured Simple Content portlet.

__a. Edit the page, select Content and find your portlet, then the drag the now configured Simple Content portlet onto the page. Save.

__b. This action will create a new Simple Text Content item under the Weightlifting Club page site so that it may be edited to contain what ever the author needs on the page.

Web Experience v8 PoT Page 49

Page 50: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

This portlet will allow anyone to post simple messages up onto the site.

2.2 Customization: Competitions

Lastly the Competitions area is date-oriented content that you will customize for this scenario by copying the CTC Event template and adding some modifications to use as our Competition template.

.

This is a more complex scenario where you will not only create a new content type (as you did for the Simple Content) but also build a new set of pages templates for creating pages for this content.

The Weightlifting Club wants to host a calendar of competitions, and they want to add extra fields to specify things like whether this is an open, novice or masters competition, whether both women's and men's competition are being run, etc.

To do this you will:

Instantiate the Competitions area based on the out of the box Event templates

Copy the Event authoring and presentation templates and modify them to suit the competition scenario

Apply these changes to the Competitions area

“Template-ize” this into a new Competition template.

The result is a new template that may be used to created other pages on this site as well as other sites with similar needs.

Page 50 Power To the People! Making Your Content More Social with CTCv3

Page 51: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__1. Instantiate the Competitions area based on the out of the box Event templates

__a. In earlier steps, you used the CTC Page templates to create other pages in this site. Using that experience, create a new Competitions page using the Event Index page template under the Weightlifting Club page.

__b. Create the matching details Item page as a child of the Competitions page.

Web Experience v8 PoT Page 51

Page 52: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__c. This will create not only the page but some default event items as well.

Page 52 Power To the People! Making Your Content More Social with CTCv3

Page 53: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__d. Edit the list title to show Upcoming Competitions, Save and close.

Web Experience v8 PoT Page 53

Page 54: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__2.

__3. Copy the Event authoring and presentation templates and modify them to suit the competition scenario

__a. Navigate to Applications → Content → Web Content Management, switch to the CTC Design Library, select the Authoring Templates view, select the Event template, click More Actions → Copy.

__b. Select the Weightlifting Club library (in the dialog) for the location. Click OK.

Page 54 Power To the People! Making Your Content More Social with CTCv3

Page 55: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__c. To edit the copied template, switch to the Weightlifting Club library (in the Library Explorer), select the Event template and Edit.

__d. Edit the template metadata for Name, Title, Description to “Competition” AND be sure to clear the localization from the title.

Web Experience v8 PoT Page 55

Page 56: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__e.

__f. Click Manage Elements, add a new Option Selection element called “Class”, add another Option Selection element called “Gender”, move the two new elements to the top of the list then scroll down and click OK.

Page 56 Power To the People! Making Your Content More Social with CTCv3

Page 57: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__g. Navigate to the Default Content tab, expand the properties section for the Class element, enter “Novice”, “Open” and “Masters” as the options.

__h. Expand the Gender element, select Multiple Select and enter “Men” and “Women” as options. These are the available classes for the competition.

__i. Click Save, keeping the Authoring template open.

__j. In the Library Explorer, switch to the CTC Design Library, select the Presentation Templates view, find the Event Template, click More Actions → Copy.

Web Experience v8 PoT Page 57

Page 58: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__k. Select the Weightlifting Club library (in the dialog) and select OK.

Page 58 Power To the People! Making Your Content More Social with CTCv3

Page 59: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__l. Edit the copied template in the Weightlifting Club Library.

__m. Enter the Name and Title as “Competition Template” AND clear the localization from the title.

Web Experience v8 PoT Page 59

Page 60: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__a. Insert the markup from the grey box into the Presentation markup in the indicated location, you may optionally use the Insert Tag button to build these tags. There is a helper file named Competition Presentation snippet.txt The file is in the /root/Desktop/Lab Files/. (There is a link on the Desktop.)

NOTE: To find the location in the html, simply press Ctrl+F while in the field. The browser will allow you to search. Look for "header separator" and add the code after it.

Page 60 Power To the People! Making Your Content More Social with CTCv3

<div class="contentInfo">[Element context="current" type="content" key="Class"]</div><div class="contentInfo">[Element context="current" type="content" key="Gender"]</div>

Page 61: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__n. Click Save and close.

__o. Navigate to the Competition authoring template which should still be open, in the Authoring Template tab, click on the quick selection triangle on the Default Presentation Template field, select the Competition Template.

\

Web Experience v8 PoT Page 61

Page 62: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__p. Click Save and close.

Your Authoring and Presentation Template changes are complete.

__4. Apply the new templates to the Competitions area content items.

__a. Navigate to the Library Explorer, switch to Weightlifting Club → Content, drill down into Content → Weightlifting Club → Home → Competitions → Content

Page 62 Power To the People! Making Your Content More Social with CTCv3

Page 63: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__b. Select all content items in this area, click More Actions → Apply Template

Select the Competition template, enable the Add new elements option, click Ok.

Web Experience v8 PoT Page 63

Page 64: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__c. A successful message will be displayed. The default content items will now include the fields for Gender and Class and will allow the author to make the proper selections.

Page 64 Power To the People! Making Your Content More Social with CTCv3

Page 65: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__5. “Template-ize” this into a new Competition template

__a. Navigate up to the Weightlifting Club → Home area, select the Competitions area, click More Actions → Move .

\

Web Experience v8 PoT Page 65

Page 66: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Page 66 Power To the People! Making Your Content More Social with CTCv3

Page 67: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Select Weightlifting Club (root site area) as the location – Note you are just moving it out of the main site map, typically you would move this to a library used to store “micro-sites” just as the CTC Content library is used for the CTC “microsites”.

__b. Click Ok.

__6. For a page to be included as a Template page, it needs to be under the Page templates page in portal. To move your page:

__a. Navigate to the Weightlighting Club site → Competitions area, click Edit Mode →More -> Move Page

\

Web Experience v8 PoT Page 67

Page 68: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__b. Drill down to Administration → WebSphere Portal → Portal User Interface, select Page Templates. Click Save.

__c. Your new template is now available to be used for a page.

__7. Create new Index and detail Competition pages using the new template.

Page 68 Power To the People! Making Your Content More Social with CTCv3

Page 69: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

__a. Navigate to the Weightlifting Club page (you should no longer see the Competitions page, as you just moved this to become a page template), click Edit Mode → More → New Child Page, enter a name for the page as Competitions, select the new Competitions template (scroll to the bottom of the list).

__b. Repeat the page creation using the Competition Detail Template.

__c. Your new pages are now ready to be updated with the current competition events.

\

Web Experience v8 PoT Page 69

Page 70: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

You can edit the competitions or add a new Competition that includes Gender and Class selections to be sure they render on the detail page.

Page 70 Power To the People! Making Your Content More Social with CTCv3

Page 71: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

The new Templates may now be used to create other pages as well.

2.3 Next Steps

CTC contains useful out of the box templates and patterns for creating you own templates. In this lab you built the framework for a small site using a combination of out of the box and customized templates, you also added pre-configured portlets to the palette and creating page templates.

Now that you have a feel for how to create your own template pages and portlets here are some things you may want to try: Modifying the index design for the Competitions page, creating a new list of showing upcoming competitions on the Home page that include the Gender and Class fields.

Workflow requirements were not addressed in this lab, but clearly each of these scenarios could have different workflow processes associated with them – these could also be embedded in the templates.

Access control is another requirement that may be added to your templates. For example, you may need to restrict usage of the various templates, portlets and content types to reduce the complexity presented to non-technical users.

You have now successfully completed this lab.

Web Experience v8 PoT Page 71

Page 72: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Appendix A Additional Information

CTC Download

https://greenhouse.lotus.com/plugins/plugincatalog.nsf/assetDetails.xsp?action=editDocument&documentId=9867495EE281C75985257919004DBBEB

CTC Wiki

http://www-10.lotus.com/ldd/portalwiki.nsf/dx/IBM_Content_Templates_Catalog_V3.0

CTC Forum

http://www-10.lotus.com/ldd/wcmforum.nsf/topicThread.xsp?action=openDocument&documentId=0D500FC5A09344AE8525791B00124089

CTC Videos

http://www.youtube.com/watch&v=Q3-xqy2osD0 (5min)

http://youtu.be/i81-J4_wTIk (10:19 min)

Wiki with Community Articles, Documentation and a Learning Center for WebSphere Portal, Web Content Manager, etc.

http://www-10.lotus.com/ldd/portalwiki.nsf

Planning a website in this wiki

http://www-10.lotus.com/ldd/portalwiki.nsf/dx/Planning_a_website_wcm7

http://www-10.lotus.com/ldd/portalwiki.nsf/dx/Planning_a_website_wcm8

Page 72 TECH-P19 Using CTCv3

Page 73: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Appendix B 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 LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.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 CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 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.

Appendix Page 73

Page 74: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

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.

Page 74 TECH-P19 Using CTCv3

Page 75: WEX v8 PoT-WCM Advanced CTC Enhancement

IBM Software

Appendix C 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 CloudscapeCube Views DB2 developerWorks DRDA IMS IMS/ESAInformix Lotus Lotus Workflow MQSeries OmniFindRational Redbooks Red Brick RequisitePro System iSystem 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.

Appendix Page 75

Page 76: WEX v8 PoT-WCM Advanced CTC Enhancement

NOTES

Page 77: WEX v8 PoT-WCM Advanced CTC Enhancement

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.