Midwest Documentum User Group Harley-Davidson Documentum WCM 10/10/2006

Midwest Documentum Midwest Documentum User GroupUser Group

Harley-DavidsonHarley-Davidson

Documentum WCMDocumentum WCM

10/10/200610/10/2006

Overview of Harley-Davidson• 10,000+ employees worldwide• Corporate HQ in Milwaukee, Wis.• More than 1,300 H-D dealerships in 60 countries

worldwide• Over 1 Million members of Harley Owners Group

Content Management at Harley

• 3 years ago Harley had no content management

• Content was managed by a 3rd party and H-D wanted to gain control

• Wanted public site and intranet on same enterprise platform

• Implementing e-Room for collaboration

History of Documentum

• Documentum 5.2.5 installed for H-D.com and Employee Portal – “Ride” with Documentum Partner – Braun Consulting (2004)

• E-Room installed for content collaboration (2004)• Upgraded to 5.3 SP1 with TSG (2006)• Dealer Portal Added to Platform with TSG/IBM

(2007)• Upgraded to 5.3 SP5 with TSG (2007)

WCM Applications• H-D.com

– For Access by public– Site use to promote/sell products– Leverage from WCM

• Ride – Employee Portal– For Access by employees– Site used for corporate communications– Same WCM architecture / platform as H-D.com– Bea Weblogic Portal

• Dealer Portal– For Access by external dealers– Site used to distribute information to dealerships– Leverage from WCM and Portal Software– IBM Websphere Portal

Web Publisher Overview

Basic Web Publisher

• Authors select a template• Complete temple with:

– Text – Images– Dates– Other relevant content existing in repository

• Content is saved in XML and can be rendered using XSL into:– HTML – JSP– XML– Other

Harley Content H-D.com• Authors select page layout• Authors select images and content components• Content components are authored separately

What are typical issues?

• While separate components provides huge benefits…– Change one image or text and it is changed

throughout the entire site….

• Navigation between pages and components can be difficult as the site and number of component grows

• Creating additional objects/pages for localization can be complex

Harley Approach – In Context Editing

Staging / WIPSite

ProductionSite

* Edit Page

Web Publisher Page

List of all components

on Page

Edit Selected Page in Web

Publisher

Edit selected page from list of components

* Custom to Harley

Object Map Tool (In Context Editing)

Localization – Typical Web Publisher

1. Create Localized Page (1 to n languages)2. Create Localized content (1 to n times, 1 to n

languages)3. Update the page to point to new components

Harley Alternative

1. Tool to allow authors to automatically generate localized pages and content for multiple components and languages

2. Allow editors to use In Context Editing to update

Localization Tool

Other Unique WCM components for Harley

• Web Services

• Dealer Portal Architecture

• Navigation Manager

• OpenMigrate

Custom Web Services• Authentication Service

– Authenticate • Content Service

– Get Content – Create Content – Update Content – Checkout Content – Cancel Checkout Content – Checkin Content – Delete Content

• Query Service – Run a Query

• Policy Service – Attach Policy

H-D System H-D System H-D System

Web Services Layer

Advantages to a Custom Web Services Approach

• Custom Logic needed for Harley– For certain business rules

• Integration with Services Group (no Documentum Knowledge)

• Reduction of upgrade efforts– No client Application changes based on

upgrade of Documentum

Dealer Portal Content Management Portal Diagram

Portal-Personalization-Dealer Authentication-Dynamic Content Display

Content Management-Content Entry-Version-Security-Checkin/Checkout-Approval

Content Authors (WCM)Other Harley CMS Systems

Portal determines which content appears in which page based on business rules!!!

IBM Portal

• Chose IBM portal to deliver content to users• Reason?

– More robust portal engine (programming infrastructure)– More robust set of features– Use of out-of-the-box content portlets– Politics

• Eliminated IBM portal as an option for content creation and management– User interface was lacking– Metadata controls lacking i.e. no drop downs– Limitation on date fields– Workflow limitations– Chose Documentum Web Publisher

Dealer Portal Data Flow

TSG createdRSS producer

iWCM

Web Publisher

Content Authors (WCM)Other Harley CMS Systems

TSG createdWeb Services

Web PublisherEphox editor

Navigation Manager

• Most Web Publisher created sites use attributes of the content to derive the navigational structure

• Navigation Manager publishes page hierarchy in XML

OpenMigrate

• Used for “New Models” and content localization • Customized OpenMigrate to allow “Batch Zip” importing• Attributes entered in spreadsheet, but can be updated from

application• Successfully migrated a batch of 37,000 documents

Lessons Learned• Content delivery side – The out-of-the-box functionality of IBM’s portal

did not completely satisfy the business needs.• Set standards early and live by them. RSS feed standards changed.

Same goes for requirements!• As far as upgrades go, you can never do enough testing in the

development environment• Navigation Manager

– Business is happy with functionality, makes building a site easier– IT is concerned about extending the product to meet future needs

• “Black Box” – limited ability to extend and customize Navigation Manager– Does not support globalization out of box– The product does not “play well” with content not managed by Navigation

Manager. • To remedy the issue we needed to install a separate instance of Web Publisher

– Unsupported without contract

Questions?

Jarod NewmanJarod.Newman@harley-davidson.com

Brad Agdernbagdern@tsgrp.com

Contact