CWCM Webmaster Training. Denis Bacquelaine, Technical Consultant I.R.I.S. Solutions & Experts S.A.

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1 CWCM Webmaster Training Denis Bacquelaine, Technical Consultant I.R.I.S. Solutions & Experts S.A.

2 Prerequisite: Content Contributors course of CWCM V3 Webmaster basic Knowledge

3 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

4 Training objectives Understanding the CWCM advanced system principles Organising your files properly Adequately managing site properties Good understanding of versioning Customising a subsite Taking advantage of linkgroups

5 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

6 Training organisation Time schedule 09:00 11:00 11:15 12:30 14:00 15:30 15:45 17:00 Topics presentation Introduction Teacher s demonstration Student s practice Demo Practice

7 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

8 CWCM Goals Provide a strong infrastructure for hosting a large number of websites. Reduce the time needed to create new web sites Ensure homogeneity between the different sites by using standard content types Facilitate quality check via a central repository of content Ensure a uniform look by retaining EC s corporate identity or branding centrally

9 CWCM Benefits... Browser based: accessible in EC network Ease of use (Mouse click enabled, Less refresh) No installation required, Drag and Drop Support, Keyboard shortcuts for major functionalities Secured and centralized content Link groups to handle different types of Link requirements like Menu, News, Large linkgroup

10 CWCM Benefits... Separation of roles and responsibilities Authors can focus on content not on Internet technology don t have to manage translations XSL Developers Create and manage look & feel Webmasters can delegate some parts of their sites can speed up the creation of sites by using reusable components don t have to fill in content received in Word format Automatic management of Internal links links to documents links to images and other media addition and removal of translations

11 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

12 Containers: domain, subsites and folders cabinet domain subsite folder

13 Containers: domain, subsites and folders Domain = website Subsite Contains subsites Contains folders Contains CWCM web pages (XML) Contains non-xml files: PDF, images, CSS Folder Contains folders Contains non-xml files: PDF, images, CSS Same permissions as parent subsite

14 File naming convention URL <name>_<zz>.<extension> index_en.xml agenda_meeting_ _fr.pdf <name>.<extension> banner_black_and_white.gif With: <name> = alphanumeric, underscore, <zz> = linguistic extension <extension> = xml, pdf, jpeg,

15 Subsite creation File New New Subsite File New New Folder Name Unique URL Copy users and permissions from parent subsite Create web browser bookmark for your subsite.

16 Subsite features Subsite properties Crumb trail for each language Menu Language restriction Content type restriction Security Subsite user management Parallel structure

17 Security Roles Roles can be defined per subsite Author Creates, edits, updates, reviews documents Manager Author functionality Reviews author s work content (XSL) Developer Manager functionality Defines presentation Webmaster (XSL) Developer functionality Manages subsite

18 Subsite Permission management Subsite user management Only on subsites User name = EC internet login id or LDAP user name Only for webmaster Delegation Subsite and Folder: inherit from parent subsite Document: inherits from parent folder or subsite

19 Parallel structure Site Manager XSL: defines web page presentation Prototypes: defines defaults data

20 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

21 Documents Content Metadata incl. mandatory fields: IPG Version management Publication label

22 Lifecycle: document status Content status: WIP (Work in progress): preview version during edition process Staging = available in staging environment Approved = ready, not published yet Active = published in production environment Expired = removed from production and from staging Security changes according to content status

23 Version management Exclusive locking Each version: metadata + content Keeps track of modifications Minor and major change CWCM system creates minor version if Document is in WIP Document is in Staging CWCM system creates major version if Document is Approved Document is Active Document is Expired

24 Lifecycle transitions

25 Status and versions Label attached to 1 document version Example of version tree: Approved, Active Staging 2.2 WIP Reset to WIP Useful to rename, move, a subsite or a document

26 Create content and translations Web page (XML) Created with CWCM editor Custom Editor Create translation: Add Linguistic versions Import All others formats Created with editor outside CWCM (Photoshop a.o.) Images, media files, PDF and technical files Create translation: Add Linguistic versions Import

27 Update content Web page (XML) Custom Editor Import All formats Import Edit creates local copy and opens it for editing Save locally Check-in as new version

28 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

29 Composition of typical web page 1. BANNER image crumbtrail language list links to service tools 2. LINK MENU navigation menu can contain images 3. CONTENT AREA text images links tables bullets 4. LINK GROUP external links internal links

30 Webpages Web pages: XML content Integrated (XML) Editor Synchronization XML properties document properties Internal / external links Media references Web View NOTE - Click on Refresh Button on CWCM UI after editing content using CWCM editor.

31 Commonly used content types Short content A simple, short document Most frequently used content type Event A document describing an upcoming (or past) event Property start date and Property end date FAQ A document containing a list of questions and answers Gallery A document containing a list of images or other media items Agenda List of events (with organisation, geographical region, full address, author ) Chapter Logical set of pages: multi-paged Newsletter List of articles (with author, audience ) Speech Summary of speech (with speech date, organisation, geographical region, full address, name of speaker )

32 Using the editor Integrated editor (no installation) Edit Right click menu or File Edit Functionalities: Simple text Formatted text: lists, tables, images, links, bold, italic Links and media items CWCM V3 Editor Guide:

33 Translations Same name and extension(.xml,.pdf etc) Varying linguistic extension 1 master or hammer version Automatic addition of new translations (in HTML rendition) on website language drop down

34 Multilingualism in published web site Language drop down Navigation between available translations of the current page Links and references: IPG rules (more details at

35 Reference types Language coloured links Links to internal documents Internal media references Language neutral links Internal documents with no language Links to external documents

36 Links & References Unmanaged (starting with External to CWCM Managed (processed by CWCM) State and language sensitive Automatic renewal of the references when: Target is moved Target is renamed Target changes state Target is deleted Translation for target is added

37 Good practice Use editor s file browser for (Internal) link targets Images Media references To ensure references are updated and managed automatically Otherwise: use absolute form: Link targets on other website domains

38 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

39 Document operations Move / Copy a document Menu: Add to Clipboard or Use Drag & Drop Menu: Edit Move Here / Copy Here Move: no Staging, Approved or Active version exists Delete a document If no Staging, Approved or Active version exists Rename Through properties If no Staging, Approved or Active version exists

40 Document operations Publish Unlock document It occurs automatically after check out / check in of WIP document or Import of document. Find relationship between web page image Right click on document and select View Related content Change presentation (XSL) Standard rule is sufficient in most cases Right click on document and select View Associations Presentations

41 Document version operations Delete a document version Right click on document and select View Versions Delete If no label or WIP label or Expired label Restore previous version Right click on document and select View Versions Reinstate

42 Operations on subsite / folder Move / Copy a folder or subsite Menu: Add to Clipboard( Keyboard shortcut - SHIFT+C) Menu: Edit Move Here / Copy Here (SHIFT+M / SHIFT+V) Move: All versions WIP or Expired Rename Through properties If no Staging, Approved or Active version exists in subsite or folder

43 Searching documents Two methods of searching content

44 Bulk operations Results list of advanced search Search Results can be saved and rerun later Available operations Promote Power promote Demote Expire Reset to WIP Regenerate Publish Delete

45 Reporting Menu: Tools Reports Types: report definition Once, daily, weekly, monthly Results stored in CWCM

46 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

47 Link Manager interface Link Manager can be launched from CWCM using Menu Tool->Open Link Manager Or directly accessing Link Manager URL:

48 Link group and menu Reusable list of links Links to external and internal resources Large number of links as Large linkgroup Translation of link descriptions Menus, related link boxes, what s new boxes. Associated With XSL files (link group) Add lg_id to XSL keywords! With subsite (menu) Parameterization at XSL file level Look and feel Filters

49 Linkgroup and menu features Link properties Level Internal / external If internal target: automatic link and translation management Static / dynamic Active / inactive Categories Link translations Internal Information copied from document External URL language specific

50 Create a linkgroup On Link Manager, in the top menu click on the button and select the type of link group (Menu, Quick link group, Category or Large link group). Name: use prefix, e.g. jrc_, euw_, enp_,... Type = menu Other options

51 Categories Flexible solution to create link boxes N-to-M relationships between documents Categorize Documents Links in a linkgroup

52 Search related content Categorization of content Sub site categories Content categories

53 Search related links Categorization of (menu) link groups Sub site categories Link categories Optional: Link country or region

54 Create a category group On Link Manager, in the top left menu, click on the button and select the category to create category link group. Use fixed prefix Type = category

55 Find link groups or categories Filter in Link Manager to search linkgroups Show in link manager : search linkgroup or category group For subsite Associated menu linkgroup Associated categories For XSL Associated linkgroups For document Associated categories

56 Multilingual aspects in the linkmanager Multilingualism in published web site Navigation between available translations of the current page Links to others resources available (or not) in several languages

57 Link Group Permissions For accessing the security settings of a link group from the list of link group screen, click on a link group Permissions button

58 Link Group Permissions Each link group has three permission roles: Link group readers have read only access to the link group (on the properties as well as on the details). Link group editors have write access to the link group. Besides write access link group supervisors may change security settings of the link group. Supervisors may also change ownership of a link group and make a link group private or public.

59 Linkgroup renditions Feed = group of links RSS WCM Syn (RAPID) ~ other content Via Templates for webmasters Schedule Bi-daily Daily Weekly Monthly

60 Dynamic linkgroups Use an internal or external source to populate a linkgroup Schedule RAPID news Bi-daily Daily Weekly Monthly

61 Dynamic linkgroup: external sources Ask CWCM Help Desk to configure external source

62 Large Link Group Large link group optimizes performance of a linkgroup with large number of links Large link group has no level, no sequence; reference date is used for numbering.

63 Large Link Group In large link groups it is possible to import dynamic links from various sources. In plain link groups only one source can be used. For details on this topic refer to Section 5.5 of Link Manager guide at

64 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

65 Rendering Non-XML documents Publication of original contents XML documents Publication of HTML rendition HTML when saving document XSL checks state, available translations,

66 XSL Rendering of XML documents Defined per sub site Reuse XSL from upper sub site (inheritance) Standard XML XSL association rules Custom XSL possible xsl-common: central XSLs Standard branding e.g. header, footer

67 Regeneration Regeneration = (re-)create rendition necessary if linkgroup, menu, crumb trail, categories change Automatic trigger for re-rendering Move link target Add translations to document, link target Change state of document, link target Periodic (per XSL document) Manual regeneration sometimes required

68 Regeneration - publication

69 Regeneration actions Regenerate a document (or several documents) Menu: Tools Regeneration Selected documents Regenerate a document and its translations Menu: Tools Regeneration All languages Regenerate documents with certain criteria Advanced Search

70 Regeneration actions Regenerate documents in a subsite Menu: Tools Regeneration Selected subsite Or: Advanced Search Regenerate documents in a subsite recursively Menu: Tools Regeneration Selected subsite and child subsites Or: Advanced Search

71 Monitor regeneration Check regeneration / publication of a document Menu: View View background operation report Check failures: Tab Errors Check regeneration / publication of yours documents Menu: View View background operation status Check failures: Tab Errors

72 Publication Implicit or explicit Schedule a publication Provide a value for the effective date Schedule a de-publication or expiration Provide a value for the expiration date

73 Agenda Training objectives Training organisation Goals & benefits Structure Documents Web Pages Operations Link Manager Rendition & Regeneration More information

74 More information Europa Management Helpdesk European Commission DG COMM Unit A MADO 06/098 B-1049 Brussels/Belgium europamanagement@ec.europa.eu Web:

75 Questions & Answers