Transcription
Front coverIBM Workplace WebContent Managementfor Portal 5.1 and IBM Workplace WebContent Management 2.5Installation, configuration, anddeployment best practicesBuilding and managing a siteAdvanced topicsMarilyn FlaxMichael FrominAmier JordanSabine NaglThomas RadigewskiTheresa SmitOliver Trabertibm.com/redbooks
International Technical Support OrganizationIBM Workplace Web Content Management for Portal5.1 and IBM Workplace Web Content Management2.5January 2006SG24-6792-00
Note: Before using this information and the product it supports, read the information in“Notices” on page xv.First Edition (January 2006)This edition applies to IBM Workplace Web Content Management, Release 5.1 (included withWebSphere Portal 5.1) and IBM Workplace Web Content Management 2.5.If you are a customer using IBM Workplace Collaboration Services 2.5, IBM Workplace WebContent Management 2.5 is included. For specific details about the versions and the positioning,refer to 1.3.2, “Understanding the versions and the positioning” on page 11. Copyright International Business Machines Corporation 2006. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.
ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiThe team that wrote this redbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiAdditional contributors to this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxBecome a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiiPart 1. Introducing IBM Workplace Web Content Management . . . . . . . . . . . . . . . . . . . . . . 1Chapter 1. Introduction to IBM Workplace Web Content Management . . . 31.1 Importance of content management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.1.1 Information within the context of Web content . . . . . . . . . . . . . . . . . . 41.1.2 What is content? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.2 Overview of Web content management . . . . . . . . . . . . . . . . . . . . . . . . . . . 61.2.1 The focus for today's businesses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.2.2 General concepts in Web content management . . . . . . . . . . . . . . . . . 81.3 Introducing IBM Workplace Web Content Management . . . . . . . . . . . . . . . 91.3.1 Introduction to IBM Workplace Web Content Management . . . . . . . 101.3.2 Understanding the versions and the positioning . . . . . . . . . . . . . . . . 111.3.3 Benefits of using IBM Workplace Web Content Management . . . . . 121.3.4 The importance of data modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . 141.3.5 Highlights of new features since release 2.0. . . . . . . . . . . . . . . . . . . 141.4 Setting proper expectations about working with this product . . . . . . . . . . 161.4.1 The roles involved and their focus . . . . . . . . . . . . . . . . . . . . . . . . . . 171.5 How people use IBM Workplace Web Content Management . . . . . . . . . . 211.6 Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221.7 Overview of chapters in this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Part 2. Deployment planning and installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Chapter 2. Product architecture and deployment planning . . . . . . . . . . . 332.1 IBM Workplace Web Content Management 5.1 Component Architecture 342.1.1 Key components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352.1.2 Changes from earlier versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412.2 Rendering IBM Workplace Web Content Management Content . . . . . . . . 432.2.1 An overview of the rendering options . . . . . . . . . . . . . . . . . . . . . . . . 432.2.2 Alternate Rendering Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Copyright IBM Corp. 2006. All rights reserved.iii
2.3 IBM Workplace Web Content Management environment types . . . . . . . . 472.3.1 Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472.3.2 Authoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482.3.3 Staging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482.3.4 Production (live) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492.3.5 Workflow versus syndication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492.3.6 Putting the environments together . . . . . . . . . . . . . . . . . . . . . . . . . . 522.4 Sample physical architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532.4.1 Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542.4.2 Intermediate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552.4.3 Advanced architecture planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572.5 Example infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632.5.1 Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632.5.2 The River Bend infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Chapter 3. Installing and configuring IBM Workplace Web ContentManagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 693.1 Installation overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703.1.1 The IBM Workplace Web Content Management Server components forthis book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713.1.2 Major Installation Changes from IBM Workplace Web ContentManagement 1.0 and later and 2.0 and later . . . . . . . . . . . . . . . . . . 713.2 Installing IBM Workplace Web Content Management. . . . . . . . . . . . . . . . 733.2.1 Base server installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 733.3 Configuring IBM Workplace Web Content Management with DB2 UniversalDatabase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 773.3.1 Creating an IBM Workplace Web Content Management database onDB2 server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783.3.2 Configuring DB2 Connect Client on WebSphere Portal and IBMWorkplace Web Content Management server . . . . . . . . . . . . . . . . . 793.3.3 Changing the configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 823.3.4 Confirming your new IBM Workplace Web Content Managementconfiguration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 863.4 Applying fixes for IBM Workplace Web Content Management 5.1 . . . . . . 873.4.1 Technote, reference #1201178 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873.4.2 IBM Workplace Web Content Management connect.cfg file . . . . . . . 913.4.3 IBM Workplace Web Content Management fix PK02213 . . . . . . . . . 923.5 Installing the Rendering Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 953.5.1 Local Rendering Portlet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 953.5.2 Remote Rendering Portlet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1073.6 Post-installation configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1123.6.1 E-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1123.6.2 Logging levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113ivWeb Content Management for Portal 5.1 and IBM Workplace Web Content Management 2.5
3.6.3 Caching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1143.7 Static pre-rendering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1143.7.1 Enabling the correct caching subsystem. . . . . . . . . . . . . . . . . . . . . 1153.7.2 Configuring the Cacher configuration options . . . . . . . . . . . . . . . 1173.7.3 Manually running the pre-rendering engine . . . . . . . . . . . . . . . . . . 1193.7.4 Known issues with pre-rendering in IBM Workplace Web ContentManagement 5.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1193.8 Removing IBM Workplace Web Content Management . . . . . . . . . . . . . . 122Chapter 4. Overview of IBM Workplace Web Content Management 2.5 . 1254.1 Introduction to IBM Workplace Web Content Management 2.5 . . . . . . . 1264.2 Functional differences between IBM Workplace Web Content Management2.5 and 5.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1264.2.1 Supported browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1264.2.2 Supported Java Virtual Machines . . . . . . . . . . . . . . . . . . . . . . . . . . 1274.2.3 Portal Document Manager integration . . . . . . . . . . . . . . . . . . . . . . 1274.2.4 ODC (Rich Text) editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1274.2.5 Fix packs and iFixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1274.2.6 Portal Personalization (available with 5.1.0.1 and later) . . . . . . . . . 1284.3 Installing IBM Workplace Web Content Management 2.5 . . . . . . . . . . . . 1284.3.1 Installing IBM Workplace Web Content Management 2.5 on Windows2000 Advanced Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1294.4 Configuring IBM Workplace Web Content Management 2.5. . . . . . . . . . 137Part 3. Key concepts, information architecture, site design, and reference implementationsfor Web content management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Chapter 5. Key concepts and terminology . . . . . . . . . . . . . . . . . . . . . . . . 1415.1 Separating content and presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1435.1.1 Content editing considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1465.2 Componentization and the page design concept . . . . . . . . . . . . . . . . . . 1495.2.1 Considerations for reusability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1515.3 Key IBM Workplace Web Content Management functions, items, anddefinitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1525.3.1 Version management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1555.3.2 Syndication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1575.3.3 Item and component security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1585.3.4 Authoring template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1615.3.5 Category Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1645.3.6 Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1665.3.7 Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1695.3.8 Site framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1705.3.9 Design and development components . . . . . . . . . . . . . . . . . . . . . . 1745.3.10 Search rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194Contentsv
5.4 Integrating Portal Document Manager with IBM Workplace Web ContentManagement 5.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196Chapter 6. Information architecture and site design . . . . . . . . . . . . . . . . 1996.1 Defining the information architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2006.1.1 Base example of a good information architecture . . . . . . . . . . . . . . 2016.1.2 Results of an inadequate information architecture . . . . . . . . . . . . . 2156.2 Key considerations and decision processes . . . . . . . . . . . . . . . . . . . . . . 2166.2.1 Understand the goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2176.2.2 Understand your audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2176.2.3 Consider objectives and key success factors . . . . . . . . . . . . . . . . . 2186.2.4 Find the killer app . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2196.2.5 Consider a user-centric design . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2196.2.6 Define use case scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2226.2.7 Plan the site framework and site areas . . . . . . . . . . . . . . . . . . . . . . 2236.2.8 Metadata, keywords, and categories . . . . . . . . . . . . . . . . . . . . . . . 2286.2.9 Determining the components of the Web site . . . . . . . . . . . . . . . . . 2296.2.10 Using workflow and syndication . . . . . . . . . . . . . . . . . . . . . . . . . . 2306.2.11 Using syndication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2316.3 Information design. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2326.3.1 Using presentation templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2336.3.2 Using site navigators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2346.3.3 Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2386.3.4 Using direct feature links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2416.3.5 Using embedded hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2436.3.6 Using search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2446.4 Site acceptance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2496.4.1 Business stakeholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2496.4.2 Design and layout approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2496.4.3 Communications and enablement. . . . . . . . . . . . . . . . . . . . . . . . . . 2506.4.4 Wireframe demonstration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2506.5 Workshop approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2506.5.1 Workshop preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2506.5.2 The workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2516.5.3 Work products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251Chapter 7. Building the River Bend Web site with IBM Workplace WebContent Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2537.1 An overview of the scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2557.2 Overview of the process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2567.3 Prerequisites for building the example Web site . . . . . . . . . . . . . . . . . . . 2577.4 Accessing IBM Workplace Web Content Management. . . . . . . . . . . . . . 2577.5 Building the site framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259viWeb Content Management for Portal 5.1 and IBM Workplace Web Content Management 2.5
7.5.1 Creating the site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2597.5.2 Creating the site areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2607.5.3 Rearranging the site area order . . . . . . . . . . . . . . . . . . . . . . . . . . . 2657.6 Building the taxonomy and categories . . . . . . . . . . . . . . . . . . . . . . . . . . 2667.6.1 Creating the site taxonomy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2667.6.2 Creating categories for the site taxonomy. . . . . . . . . . . . . . . . . . . . 2677.7 Building a workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2687.7.1 Creating the intranet workflow stages . . . . . . . . . . . . . . . . . . . . . . . 2687.7.2 Creating the publish stage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2697.7.3 Creating the Development Express Workflow. . . . . . . . . . . . . . . . . 2707.7.4 Creating the Approval Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . 2717.7.5 Creating actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2727.8 Creating an authoring template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2747.8.1 Creating the River Bend Development authoring template . . . . . . . 2747.8.2 Copying the River Bend Development authoring template . . . . . . . 2767.9 Creating the presentation templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2767.9.1 Creating the presentation templates . . . . . . . . . . . . . . . . . . . . . . . . 2777.9.2 Creating the two-column table presentation template . . . . . . . . . . . 2797.9.3 Creating the two-column table search presentation template . . . . . 2817.10 Pairing the authoring template and the presentation templates . . . . . . 2837.11 Creating and referencing image components . . . . . . . . . . . . . . . . . . . . 2857.11.1 Creating image library components . . . . . . . . . . . . . . . . . . . . . . . 2857.11.2 Referencing images in a presentation template . . . . . . . . . . . . . . 2877.12 Creating content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2887.12.1 Creating content to test that items in the site work properly . . . . . 2897.12.2 Creating a content item and assigning it as the default content page fora site area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2917.12.3 Referencing an image component in a content item . . . . . . . . . . . 2927.12.4 Creating content items for the remaining site areas in the River BendWeb site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2937.12.5 Opening and viewing the River Bend Web site in a browser . . . . 3037.13 Using stylesheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3037.13.1 Saving the stylesheet as a file resource component . . . . . . . . . . . 3047.13.2 Referencing the stylesheet in the presentation templates . . . . . . 3047.14 Adding a left navigator component . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3057.14.1 Creating a left navigator component . . . . . . . . . . . . . . . . . . . . . . . 3057.14.2 Referencing the left navigator in the presentation templates . . . . 3077.15 Formatting the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3087.15.1 Creating HTML components to specify formatting . . . . . . . . . . . . 3087.15.2 Referencing the HTML formatting components in the left navigatorcomponent
WebSphere Portal 5.1) and IBM Workplace Web Content Management 2.5. If you are a customer using IBM Workplace Collaboration Services 2
