Open Source, The Natural Fit for Content Management in the Enterprise

Open Source

Matt Hamilton !

Netsight Internet Solutions

The Natural Fit for Content Management in the Enterprise

Adopting Open Source Software within the corporate ICT strategy

London 5th December 2013



Who are Netsight?

We are designers, developers and strategists who build complete solutions for web projects.



Contents

• How OSS reduces long term risk for CM

• Integrating with the unknown

• Authentication in heterogeneous environments

• Case study - NHS Health and Social Care Information Centre Intranet



Reducing the Long Term Risk of Content

Management



Lowers Risk

• Lower risk of project failure

• Lower risk of vendor takeover



Project Risk



Lower Project Risk



Lower Project Risk



Integrating with the Unknown



Authentication in Heterogeneous Environments

Design Sample: Corporate Portal with Classic Authentication

Application Pool 4

Web application: Team Sites

Zone Load-Balanced URL

Default

Intranet http://teams

https://teams.fabrikam.com

Default

Intranet http://teams/sites/Team1http://teams/sites/Team2http://teams/sites/Team3

https://teams.fabrikam.com/sites/Team1https://teams.fabrikam.com/sites/Team2https://teams.fabrikam.com/sites/Team3

Web application: My Sites

http://my

http://my/personal/<site_name>Team1 Team2 Team3

http://teams

Users

Zones and authentication

Server farm

Admin site

Services

App poolsWeb applications

Site collections

Sites

Content databases

Zones and URLs

Policies

Zone Team Sites

Zone Policies

Default

Intranet Partner accounts = Deny All

Partner accounts = Deny All


Default

Intranet http://my

https://my.fabrikam.com

Default

Intranet http://my/personal/User1http://my/personal/User2http://my/personal/User3

https://my.fabrikam.com/personal/User1https://my.fabrikam.com/personal/User2https://my.fabrikam.com/personal/User3

Zone Self-Service Sites

Web application: Partner Web

Application Pool 5

Project1 Project2 Project3

http://partnerweb/sites

Zone Policies

Default

Intranet Partner accounts = Deny All



Default

Intranet http://partnerweb

https://remotepartnerweb.fabrikam.com

Default

Intranet http://partnerweb/sites/Project1http://partnerweb/sites/Project2http://partnerweb/sites/Project3

https://remotepartnerweb.fabrikam.com/sites/Project1https://remotepartnerweb.fabrikam.com/sites/Project2https://remotepartnerweb.fabrikam.com/sites/Project3

Zone Partner Web Sites

Extranet https://partnerweb.fabrikam.com

Extranet https://partnerweb.fabrikam.com/sites/Project1https://partnerweb.fabrikam.com/sites/Project2https://partnerweb.fabrikam.com/sites/Project3

Customershttp://www.fabrikam.com

Web application: Published Intranet Content

Application Pool 3

HR Facilities Purchasing

http://intranet


Default

Intranet http://intranet

https://intranet.fabrikam.com

Default

Intranet http://intranethttp://intranet/hrhttp://intranet/facilitieshttp://intranet/purchasing

Zone Published Intranet Sites

Zone Policies

Default

Intranet

https://intranet.fabrikam.comhttps://intranet.fabrikam.com/hrhttps://intranet.fabrikam.com/facilitieshttps://intranet.fabrikam.com/purchasing



Authoring site collection

Web application: Company Internet Site

Application Pool 6

Products Services Support

http://www.fabrikam.com


Internet http://www.fabrikam.com

Default

Intranet http://fabrikamsite

Zone Load-balanced URL— Administrative

Zone Policies

Default

Intranet

https://fabrikamsite.fabrikam.com

Production site collection

Internet All users = Deny Write

Authors = Full ControlTesters = Deny Write

Authors = Full ControlTesters = Deny Write

Content deployment

Front-end Web servers

Application server

Clustered or mirrored database servers running SQL Server

Web application:Central Administration Site

Application Pool 1Front-end Web Servers

Application server

Clustered or mirrored database servers running SQL Server

Web application:Central Administration Site

Application Pool 1

Load Balancer

IntranetDefaultExtranet

Internal employeesRemote employeesIndividual partnershttp://intranethttp://teamhttp://myhttp://partnerwebhttp://fabrikamsite (authoring)

https://intranet.fabrikam.comhttps://team.fabrikam.comhttps://my.fabrikam.comhttps://remotepartnerweb.fabrikam.comhttps://fabrikamsite.fabrikam.com (authoring)

https://partnerweb.fabrikam.com

Load Balancer

Default group

InternetDirectory — Corporate directory Authentication type:x� UAG, TMG, or ISA — Forms-based authentication x� SharePoint — NTLM or Kerberos

Directory — Active Directory Domain Services (AD DS)Authentication type:x� UAG, TMG, or ISA — Forms-based authentication x� SharePoint — NTLM or Kerberos (same as internal employee)

Directory — AD DS Authentication — Integrated Windows (Kerberos or NTLM)

Anonymous authentication

Application Pool 2

Managed Metadata

IIS Web Site—“SharePoint Web Services”

Unpartitioned services

Access Service

Visio Graphics Service

Excel Calculation Services

Word Services

Word Viewing

PowerPointSecure Store Service

Business Data Connectivity

Search User Profile

Application Pool B

Search

IIS Web Site—“SharePoint Web Services”

Web Analytics

Web Analytics

Managed Metadata

Partitioned services

Partitioned by project in the Partner Web site collection

Managed Metadata

Subscription Settings

Search

Unpartitioned

Unpartitioned instance for the published content

Default groupCustom group

Zone Policies

None

Database settings:��Target size per database = 200 gigabytes (GB)��Site size limits per site = 30 GB��Reserved for second-stage recycle bin = 10%��Maximum number of sites = 6��Site level warning = 5

Database settings:��Target size per database = 200 GB��Storage quota per site = 5 GB��Maximum number of sites = 40��Authoring and Staging site collections hosted in dedicated databases

Database settings:��Target size per database = 200 gigabytes (GB)

Database settings:��Target size per database = 175 gigabytes (GB)��Site size limits per site = 1 GB��Reserved for second-stage recycle bin = 15%��Maximum number of sites = 180��Site level warning = 150

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Case study - NHS Health and Social Care Information

Centre Intranet



Background

• NHS IA (1999)

• CfH (2004)

• IC (2004)

• HSCIC (2013)



IC = Information Centre

• Traditionally Microsoft-focussed IT department

• Considered Plone in 2006

• Consultancy to prototype simple Plone portal, primarily for internal comms. and file-sharing

• Didn’t really gain momentum - perhaps too early

• Ultimately superseded by SharePoint 2007



CfH = Connecting for Health

• Adopted Plone internally for public web sites in 2009

• Original code developed in-house

• Netsight contracted to provide ongoing support and development

• Approx. 30 days per annum

• Contract still in place today



CfH + IC → HSCIC• NHS in UK has undergone radical change

during recession

• Merger of CfH (using Plone for web sites) and IC (using SharePoint for information portal) late 2012

• Major re-structuring of both departments

• Result = HSCIC (Health and Social Care Information Centre)



New portal required

• SharePoint 2007 feels like ‘old technology’ and content becoming out of date

• Complete review of information architecture

• Desire by IC to consider non-Microsoft technology after success (and relative cost-effectiveness) of Plone-based public web sites

• Portal should be one central point for communicating merger of both departments



Initial consultancy

• 3rd party contracted to engage stakeholders and assess business requirements

• Recommended SharePoint 2010

• Likely costs substantially higher than available budget

• IC convinced that SharePoint ‘too broad a solution’



Netsight consultancy

• Further on-site engagement with stakeholders

• Upon review, 75% of content deemed unnecessary for launch

• Approx. 20% of original ‘features’ identified to fulfil 80% of requirements for launch

• Resulting proposal focused on core content and core functionality; technology agnostic



Waterfall vs Agile

• List of desired features priced up as waterfall-style project - still too expensive

• Discussed iterative agile approach (prioritisation)

• Short timescale for build and content entry

• Focus on having something workable for ‘day one’

• HSCIC agree this is viable and commit to 60 days of our time



‘Day one’ functionality

• Engaging homepage and interface; usable navigation

• One place to access all web-based tools/services

• News, blogs and forums support internal comms.

• Easy access for c. 2000 users (using single sign-on)

• Content subscription and email alerts important

• Department-specific content and IA



Document management

• Plone is a great web CMS; SharePoint is a reasonable DMS (Microsoft Office integration etc.)

• Why not retain existing SharePoint for document management..?

• SharePoint search can be initiated from Plone-based intranet

• SSO makes it easy to move between sites + shared user profiles



[email protected]

http://www.netsight.co.uk/slides

Technology

Open Source, The Natural Fit for Content Management in the Enterprise