Discussing OpenCms Workplace Usability 06/05/2008 OpenCms Day 2008 - - PowerPoint PPT Presentation

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Discussing OpenCms Workplace Usability 06/05/2008 OpenCms Day 2008 - - PowerPoint PPT Presentation

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Discussing OpenCms Workplace Usability 06/05/2008 OpenCms Day 2008 Christian Weber Manager - Content Management Solutions 06.05.2008 Abstract One major goal of content management systems is to bring web publishing One major goal of content

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Christian Weber Manager - Content Management Solutions 06.05.2008

Discussing OpenCms Workplace Usability

OpenCms Day 2008

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Abstract

One major goal of content management systems is to bring web publishing capabilities to employees in business companies. The users of a CMS, called "editors", belong to departments like marketing, product management

  • r technical documentation. Common requirements are creating web pages

without any HTML knowledge, maintaining media assets or managing translation of entire sites. This session identifies typical workflows for maintaining content of corporate

  • websites. In doing so, it discusses the usability of OpenCms' editorial

frontend, the "Workplace" and presents helpful functions and opportunities for improvements. A comparison with editorial frontends of other common content management systems, like RedDot, Day and CoreMedia completes this session. Target audience are OpenCms newcomers and editors who want to get to know best practices in using the Workplace as well programmers who are seeking ways to improve the usability of the Workplace. One major goal of content management systems is to bring web publishing capabilities to employees in business companies. The users of a CMS, called "editors", belong to departments like marketing, product management

  • r technical documentation. Common requirements are creating web pages

without any HTML knowledge, maintaining media assets or managing translation of entire sites. This session identifies typical workflows for maintaining content of corporate

  • websites. In doing so, it discusses the usability of OpenCms' editorial

frontend, the "Workplace" and presents helpful functions and opportunities for improvements. A comparison with editorial frontends of other common content management systems, like RedDot, Day and CoreMedia completes this session. Target audience are OpenCms newcomers and editors who want to get to know best practices in using the Workplace as well programmers who are seeking ways to improve the usability of the Workplace.

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Most important requirement for a Web CMS:

Ease of use

Enable end users who work with MS Word the whole day to publish a website

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Questions covered by this presentation What are the different types of editors? Which are common Use Cases? How can OpenCms best meet these requirements today? Where is there potential for improvement? How do other CMS operate?

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OpenCms application areas OpenCms is appropriate for internet, intranet and extranet sites multilingual sites sites of medium-size and large companies

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Who creates content? a) Departments for Marketing or Corporate Communications b) Specialist departments like:

» Product management » Human resources » Technical documentation » Customer service

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The Power User

Works daily with the system Knows all standard function Help other users with the system Advanced Use Cases

» Configures rarely used templates » Creates new navigation structure

Power User

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The Occasional Editor Unsteady use of the system

» Human resources updates job postings 1/week » Productmanagers maintain product informations 1/month

Use Cases e.g.:

» Edit page and publish » Translate page and publish » Upload file and link with page

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Common Use Cases UC 1: Edit page and publish UC 2: Add new page and publish UC 3: Add image UC 4: Delete page

Create Edit Publish Delete (Archive) Version (1..n) The Content Lifecycle

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Use Case 1: Edit page and publish

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UC 1: Edit page „Weisswurst“ Event: User needs to update page Role: Power User and Conventient Editor Steps:

  • 1. Select page
  • 2. Open text editor
  • 3. Update text
  • 4. Confirm changes
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Browse to desired page

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Click the DirectEdit button

Click # 1

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Document Edit Dialog

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Change some text and select „Direct Publish“

Click # 2

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Confirm the publish dialog

Click # 3

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Now the page is online

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Summar for UC 1: Edit page and publish

  • Clicks: 3
  • Works fine for occasional users as well as power users

Pros

  • 1. Only 3 clicks to edit and publish a page
  • 2. Browse Preview and edit page within its context
  • 3. No need to use the Workplace

Cons

  • 1. Can‘t determine publish state and document type
  • 2. Can‘t access advanced functions like History or Availability
  • 3. In case of complex document schemas: mismatch between

WYSIWYG preview and editor

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Use Case 2: Add new page and publish

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UC 2: Add new page and publish Event: Editor wants to add new page Role: Depending on current folder: Power User and/or Conventient Editor Steps:

  • 1. Select appropriate Parentpage
  • 2. Add new page
  • 3. Edit text and metadata
  • 4. Confirm changes
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Starting from the preview

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Find the right folder in the workplace

Click # 1

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Add a page based on some template

Click # 2

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Select the template

Click # 3

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Enter filename and skip some default options

Click # 4

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Edit title and navigation properties

Click # 5-7

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Open Edit Menu on new file

Click # 8

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Edit Document, enter some text and publish

Click # 9

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Confirm the publish dialog

Click # 10

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Summary UC2: Create page and publish

  • Clicks: ~10
  • Works well for power users
  • Complex for occasional users

Pros

  • 1. Flexibel

Cons

  • 1. Too many clicks
  • 2. Too many options
  • 3. No direct edit support. Needs Workplace
  • 4. Can‘t restrict document types
  • 5. Newly created page contains no content
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UC 2b): Create page with Content based on Contentcollectors

Click # 1

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Edit page and publish

Click # 2

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Confirm publish

Click # 3

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Now the page and its teaser is online

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Summary UC 2b): Create page with Contentcollectors

  • Clicks: 3
  • Works well for power users and occasional users

Pros

  • 1. Only 3 clicks to edit and publish a page
  • 2. Browse Preview and add page within its context
  • 3. No need to use the Workplace

Cons

  • 1. Can‘t provide file name / generated filenames are

cryptic

  • 2. Already mentioned for UC1: publish state, advanced

functions, …

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Use Case 2: Delete page and publish

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UC 2: Delete page and publish Event: Editor wants to delete a page Role: Power User and/or Conventient Editor Steps:

  • 1. Select appropriate Page
  • 2. Delete
  • 3. Confirm changes
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Delete Page from Contentcollectos

Click #1

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Confirm publish

Click #2

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Page ist deleted and teaser is removed

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Benchmark UC 3: Delete page with contentcollectors

  • Clicks: 2
  • Works well for power users and occasional users

Pros

  • 1. Only 2 clicks to delete a page

Cons

  • 1. Can‘t revoke deleted files

Same workflow if you delete from the workplace.

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UC 3: Upload image and add to page Event: Editor wants to add a new image to a page Role: Power User and/or Conventient Editor Steps:

  • 1. Select appropriate page
  • 2. Select appropriate location for image to

be stored

  • 3. Add new image from desktop
  • 4. Confirm changes
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Edit dialog: Open image gallery

Click # 1

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Select the appropriate image gallery

Click # 2

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Open the upload applet

Click # 3

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Select the file from your desktop

Click # 4,5

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Select it

Click # 6,7

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Done!

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Summary UC 3: Upload image and add to page Clicks: 7 Pros: Organizing Images in Galleries is easy to learn Thumbnail preview and simple search capabilities Java Upload applet allows uto pload multiple files at

  • nce

Cons: No direct edit support No crop and scaling No information whether the image might fit to the template No preset for the appropriate image gallery

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Some words about the resource chooser Where can I find my “recently added” documents? I now a keyword. How can I search for the document? I allways work with the same

  • folders. Where are they?
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How do others compare?

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CoreMedia www.coremedia.com (50k €+) RedDot www.reddot.com (30k €+) Day www.day.com (50k €+) Magnolia www.magnolia.info (some kind of open source)

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CoreMedia Editor comparable to OpenCms Workplace

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Heavy use of preview based editing

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Everything is a document and so can have custom actions

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RedDot

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RedDot

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RedDot icons for each input field

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Edit dialog for single input field

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Day – Toolbars show page structure and commands

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Magnolia – Toolbars similar to day

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Edit paragraphs in Magnolia

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Add paragraph to a Page in Magnolia

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Proposals for improvement

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Show publish state in DirectEdit preview

flag icon

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Show publish state in edit dialog

flag icon show history document info

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Offer advanced functions in DirectEdit

popup menu in direct edit

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Offer advanced functions as tabbed dialog

advanced functions placed

  • n tabs
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My Top 10 of my most wanted features for OpenCms

  • 1. Add advanced functions and properties either to DirectEdit or edit

dialog

  • 2. Clean up “add new” dialog
  • 3. Offer worklist, “recently modified” or something like bookmarks
  • 4. Improve resource chooser with search and “recently modified”
  • 5. Improve handling of media assets with metadata and thumbnail

view in explorer

  • 6. Add image manipulation capabilities like “scale down”, “crop” and

“convert”

  • 7. Allow customized DirectEdit actions
  • 8. Add spell checking
  • 9. Put deleted content to archive and allow revoking from archive

10.Clean up “properties” dialog

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Conclusion The Workplace is an easy to use, stable, fast and browser-safe editing environment for power users DirectEdit is a smart addition for occasional editors but it is currently no replacement for the workplace as doesn‘t cover the complete content lifecycle ImageGalleries offer satisfying support for dealing with images but need improvements ResourceChooser could be improved by search, worklist and bookmarks.

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Christian Weber Manager – Content Management Solutions NIONEX GmbH Bertelsmann DirectGroup e-mail: christian.weber@bertelsmann.de Christian Weber Manager – Content Management Solutions NIONEX GmbH Bertelsmann DirectGroup e-mail: christian.weber@bertelsmann.de

Thank you for your audience!