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1INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
LCMS: Content Artery to the Portal
Presented by: Roger Johnson, SunGard Higher Education
April 16, 2008Course ID 0137
2Course ID 0137
Ever needed to push portal content through a workflow for approval?
Ever needed to separate who updates sections of content within a channel between two rival groups of editors?
Discover the latest touch points between the Luminis Content Management Suite (CMS) and the Luminis Platform (Portal). This session is open to all and will help you understand how the powerful Luminis CMS functions of Automated Luminis Channel Creation (ALCC), Luminis Targeted Content Channels (LTCC), WYSIWYG Channel Editing, Approval Workflows and Role-based Access Control can make managing selected portal content easier and more efficient.
Introduction
3Course ID 0137
Presenter
• Roger Johnson
• Principal Organizational Consultant
• Luminis CMS Services
• SunGard Higher Education
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Agenda
• Luminis Content Management Suite Overview
• Luminis Platform/Portal Overview
• Luminis Platform/Luminis CMS Touch Points
• LTCC - Luminis Targeted Content Channel
• ALCC - Automated Luminis Channel Creation
• LCBC - LCMS Channel Browser Channel
• LCP - LCMS Channel Previewer
• LIC - LCMS Inbox Channel
5INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
LuminisContent Management Suite
Overview
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LCMS: Content Artery to the Portal
Content can be managed and published from the Luminis CMS to websites and/or to
Luminis Platform channels
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Overview: What is Luminis CMS?
SourceContent
www
Policies &Procedures
People(e.g. Authors & Approvers)
Internal(e.g. Staff
& Students)
Portal Channels/ Web Pages
LUMINIS CMS CONSUMERS
External(e.g. Future
Students& Alumni)
PUBLISHED CONTENT
Luminis CMS provides the tools and environment that enable your people to create, maintain, re-use, assemble and deliver timely and accurate web content.
8Course ID 0137
• Site Studio, the application created by SunGard Higher Education that sits on top of Documentum
• Easy to use interface• One location for
workgroups, templates, components and some system managementDocumentum - Core application,
provides management services for repository objects- version control - access control- rendition management - workflow
The Luminis CMS Architecture
Docbase – Comprised of Proprietary File Store and Relational Database• Content Server houses the directories• Database holds metadata tables & indicesDocumentum Admin configures LDAP
Import CMS users from Luminis Portal LDAPCMS users authenticate via LDAP at login
End Users access Public and/or Portal content published from the CMS
Site Caching Source transfers static, rendered pages to the Site Caching Target(s) on the destination Web server(s)
9Course ID 0137
Luminis CMS: A Day in the Life of:
ConnieContributo
r
Logs on to LCMS
Zips through
the Architectu
re
Checks her Inbox
Task: Add Computer Club to Club page
Navigates to her
Workgroup
Creates New Computer Club Page
From Immediate Launch Layout
Saves and Submits & Published
Adds Content
with WYSIWIG
Editor
Reviewed, Approved
& Published
Edit Student Life Club
page
Adds Link, Submits to Workflow
Published Student Life Club
Page
10INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
LuminisPlatform/Portal
Overview
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Overview: What is Luminis Portal
Luminis Platform/Portal can have a unique look-and-feel (Branding) for each school and its varied audiences.
Luminis Platform/Portal looks similar to uPortal and has familiar UI (User Interface) elements
Luminis Platform/Portal is a secured “one stop personalized access point” to multiple applications and varieties of content.
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A “Channel” (portlet,
gadget, module, etc.)
Allows end user subscription and
customization
Layout Elements: Tabs, Columns,
Channels
Portal Key Features
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Luminis Platform: A Day in the Life of:
AdamAdministrat
or
Logs on to
Luminis
Zips through
the Architectu
re
Selects the All
User tab
Selects Channel Admin
Targeted Content Manager
Selects Library
Services Channel
Selects Lib. Services
Subsection
Selects Student Section
Adds URL for
Students Component
Continue,
Save Changes, Done
Student Section
Component from LCMS
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Luminis Platform: A Day in the Life of:
Before After
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LCMS: What does it add to Portal Content?
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Editor
• Web pages, components, ALCC and LTCC channel content can be edited using the WYSIWYG (“What You See Is What You Get”) editor.
Youcan BO h ge ,n CO I ad mdkDL l aic a nROL ,S yH perCut and Paste (or as some like to call it by its Medieval name “Dragon Drop”)
ges
And Much More…
,
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High Level Look at Workflow
Step 1 -Updated
draft
Step 2 -Waiting for managerapproval
Step 3 -Approvedand ready to publish
SUBMIT
REJECT
FORWARD
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Closer look at Manager Approval Task
Assigns
TaskComplete
s Task
Receives TaskReceiv
es Task Revie
ws Task
Rejects Task
Reworks Task
Approves
Task
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Luminis Content Management Suite
• Access Control – Each user sees only the workgroups they have been assigned to
User A5
WorkgroupsUser B
70+ Workgroups
20INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
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Luminis CMS/Platform Touch Points
• LTCC - Luminis Targeted Content Channel
• ALCC - Automated Luminis Channel Creation
• LCBC - LCMS Channel Browser Channel
• LCP - LCMS Channel Previewer
• LIC - LCMS Inbox Channel
22INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
LTCC
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LCMS: Content Artery to the Portal
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Options for Managing Channelized Content
Channel content managed by a single set of CMS users.
Channel content managed by one or more sets of CMS users, with different segments optionally targeted to one or more audiences.
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LTCC: A day in the life of…
• A Portal Content Administrator has been asked to update the Library Services channel• The channel has 3 sections: all users, students, and faculty• The content sits in the student section and is owned by a
librarian• The portal content administrator/LCMS workgroup manager (2
different hats) gives the librarian (Libby), access to the LCMS workgroup that contains the student section
• The content owner logs into LCMS and updates the content• The content is submitted to workflow and once it is approved it
is automatically published and displayed in the portal channel• The content owner can now maintain it on a regular basis w/o
having to contact the portal content administrator for each update (unless admin is wearing the hat of a Content Manager).
26Course ID 0137
LTCC: A Day in the Life of:
LibbyLibrarian
Logs on to LCMS
Navigates to her
Workgroup
Updates Content Submits to
WorkflowSaves New
ContentReviewed & Approved
Published to Portal
Selects Webview
Edits Student
Component
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LTCC: A Day in the Life of:
Before After
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Luminis Targeted Content Channel
Section BDefines targeted attributes
Section A Defines targeted attributes
Sub-section XFree form text/HTML
Luminis Targeted Content Channel (LTCC)Channel frame defines name, title, and category
Public StudentsEmployees
Sub-section WLink w/ teaser and photo
Sub-section V(defines content type)
Remote HTML reference Sub-section YRemote HTML reference
Sub-section ZRemote HTML reference
Remote HTML can reference components published via LCMS
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Remote HTML Reference
http:// web server + /webview URL/ + component filename.xhtml
http://mallum1.sct.com:81/rj/sbox/Library_Services_Student_Section_Component.xhtml
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LTCC Advantages
• LTCC’s can be divided into sections
• LTCC sections can:• be targeted to users with different roles.
• contain one or more Luminis CMS components.
• Each Luminis CMS Component can:• be maintained by a different set of users (thus providing extreme
flexibility/granularity of authorship).
• utilize automated workflow for review and approval, as needed.
• reduce duplication of creation effort (Re-usable Content)
• increase accuracy – Create once (WYSIWYG editor), use in multiple publishing configurations (Internet, Intranet, Portal, etc.)
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LTCC Disadvantages
• Require Portal Content Administrator to• Create LTCC’s with Remote HTML Reference
Subsections
• Coordinate with Luminis CMS users who
• create and maintain each Luminis CMS component
• provide the URL needed for the Remote HTML Reference subsections
32Course ID 0137
LTCC Recommended Uses
• Use LTCCs when:• content needs to go through an approval process
(automated workflow).
• you have different content contributors or content managers for a single channel AND you don’t want them to be able to touch each other’s content.
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Adding/editing content in Luminis:
TargetedContentManager
Channel Manager
LuminisCMS
34INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
ALCC
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ALCC: A day in the life of…
• Human Resources has just launched an Open Enrollment program for selecting the benefits options offered to employees for the next year.• HR needs to create a new channel for employees
providing information on the new program• The HR content owner logs into the Luminis CMS,
creates a new channel, and adds content using the WYSIWYG editor
• The channel passes through workflow and is automatically published to the portal
• HR has coordinated with the layout owner of the portal employee tab to have the channel added to the layout once it is published
36Course ID 0137
ALCC: A Day in the Life of:
HectorHR Specialist
Logs on to LCMS
Navigates to his
Workgroup
Selects the Portal
Webview
Creates a new
Document
and LayoutAdds the needed content
Selects the Groups &
Categories
Saves and submits to workflow
Layout owner finds
new channel…
… and adds it to layout
Specifies Name
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ALCC: A Day in the Life of:
Before After
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ALCC – 1. Create New Document
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ALCC – 2. Select Page Layout
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ALCC – 3. Select Groups and Categories
X
X
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ALCC – 4. Add Content to Component and Save
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ALCC Advantages
• ALCC’s are created and managed within Luminis CMS using WYSIWYG Editor
• ALCC’s don’t require Luminis Platform Content Administrator intervention.
• ALCC may use automated workflows for approval processes, as needed.
• ALCC are automatically published to the Luminis Portal
• Re-usable CMS content (components) may be used in ALCCs
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ALCC Disadvantages
• ALCCs can only be targeted to a single role or group of roles on the Luminis Platform
• ALCCs can’t be divided into sections and targeted to different user roles
• Groups and categories for ALCCs can’t be edited or changed within the LCMS. • Groups and Categories can be set initially in LCMS
during Channel creation.
• Groups and Categories can only be changed by Luminis Platform Content Administrator.
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ALCC Recommended Uses
• Use ALCCs:• When the entire channel is targeted to a single role or group
or roles.
• When all content needs to go through an approval process (automated workflow).
• When you have common content contributors or content managers for a single channel AND/OR it does not matter if they are able to touch each other’s content.
• For channels that will continue to exist in some form (even if the content changes over time). Content expiration only affects the LCMS—the published channel remains live in the portal. Luminis Platform Content Administrator would have to remove channel when/if it’s no longer needed.
45Course ID 0137
ALCC vs. LTCC
• The channel doesn’t have to be set up on the portal side. An automated LCMS job publishes it to the portal once the channel has passed through workflow.
• LCMS users can determine when they want to create a new channel.
• Channels within the same workgroup can map to different workflows (manager approval or immediate launch) based on the layout selected.
• Content within a single channel cannot be targeted to different roles.
• An LTCC must be built on the portal side with a remote HTML reference that points to the component on LCMS. Some manual coordination will be required.
• An LCMS user will need to coordinate with a portal content administrator to ensure that the channel is set up and inform them of the URL for the component.
• All components within a workgroup must map to a single workflow.
• Content sections allowing for targeted delivery can be built within a single channel.
46INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
LCBC
47Course ID 0137
Luminis Channel Browser Channel
48INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
LCP
49Course ID 0137
Luminis Channel Previewer
50INDIVIDUAL ACHIEVEMENT. EDUCATIONAL EXCELLENCE. ADMINISTRATIVE INNOVATION. INSTITUTIONAL PERFORMANCE.
Luminis Platform/Luminis CMS
Touch Points
LIC
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LCMS Inbox Channel
INBOX TASK
LCMS INBOX
52Course ID 0137
Summary
• Luminis Content Management Suite Overview• create, maintain, reuse, assemble and deliver timely and accurate content
• Luminis Platform/Portal Overview• one stop personalized access point multiple applications and content
• Luminis Platform/Luminis CMS Touch Points• LTCC - Luminis Targeted Content Channel – Separate
Authors
• ALCC - Automated Luminis Channel Creation – Same Authors
• LCBC - LCMS Channel Browser Channel – List Channels
• LCP - LCMS Channel Previewer – See a Channel
• LIC - LCMS Inbox Channel – Access Tasks