WEM 5.4 Documentation

The basics of connecting to the authoring environment and finding your way around the graphical user interface of WCM.

The fundamentals on creating and managing pages and all content, including digital assets.

Describes how to publish content to your website and how to restore previous versions of content.

• Concept of Authoring in WCM
• Overview of WCM
• Page Information
• Templates
• Sidekick, Edit, Design and Preview Modes
• Components
• Content Finder
• Rich Text Editor
• Asset Dialog
• Scaffolding
• Web Syndication Feeds
• Keyboard Shortcuts

• Creating a new page
• Editing a page
• Find and replace
• Copying pages
• Moving or renaming a page
• Deleting a page
• Creating a new page version
• Comparing with a previous version
• Restoring a previous version
• Setting page properties
• Working with components
• Available components

• Activating content
• Deactivating content
• Timed activation
• Determining the page publication status
• Activating a complete section of your website
• Locking pages
• Unlocking pages
• Restoring pages

Tuning your content to the interests of specific visitors ensure that you convey your message, while they receive the information they need. Various features in WCM enable you to do this.

Creating mobile specific websites, viewing a mobile page in a way that emulates a mobile device or switching between several views. Author webpages with an iPad. Using the iPhone app to manage a workflow.

WCM offers simple, social tagging and taxonomy management. Here is what you need to know about creating, managing, and working with tags.

• Creating a Campaign
• Newsletter E-mail Marketing
• Multivariate Testing
• Connecting WCM with Test&Target

• Managing Websites for Mobile Devices
• Authoring with the iPad
• Managing the WCM Workflow Inbox on the iPhone/iPad

• Some basic facts about tagging in WCM
• Tag Clouds
• Assigning Tags using the Sidekick
• Managing Tags using the Tag Administration console

• DAM overview
• DAM supported formats 
• How to upload assets using WebDAV
• How to upload assets using the graphical user interface
• DAM performance guidelines
• DAM vs. MediaLibrary

• Applying workflows to digital assets
• Organizing assets
• Adding tags to assets
• Managing individual assets
• Using versioning with digital assets
• Deleting assets
• Copying assets
• Moving or renaming assets
• Activating or deactivating assets
• Overriding binaries
• DAM media handlers
• Packaging Assets
• DAM Health Checker

• Viewing asset details
• Viewing assets in the DAM Finder
• Viewing assets in Cooliris
• Editing images
• Editing asset metadata
• Creating thumbnails
• Downloading assets

• Searching for assets in the Content Finder
• Searching for assets in a customized DAM Finder page
• Using the DAM Finder

• Creating and configuring the Asset Editor
• Creating and configuring an Asset Share (DAM Finder) page
• Customizing and extending DAM

• Editing digital asset metadata
• Metadata overview
• Metadata types
• Metadata schemata
• Encoding standards
• Metadata-driven workflows

Provides detailed information and procedures for the efficient handling of content, including replicating, tagging, using content tools, and importing/exporting content.

Covers how to manage users and groups in order to provide them with the appropriate rights necessary to perform various functions.

Workflows control a series of actions on pages or digital assets that support any editorial process. Using the visual drag-and-drop workflow designer, you can easily define workflows, be they simple or advanced.

• Using the Bulk Editor
• Importing blog posts
  
• Importing calendar Events
  
• Subscribing to Calendars
  
• Handling Content Packages
• Importing documents generated offline
• Exporting content and creating backups
• Validating external links
• Configuring automatic emails for account activities
• Tagging
• Replication and Replication Agents
• Replication from Author to Publish
• Replication from Publish to Author
• The Clickstream Cloud
• The Clickstream Cloud in Detail
• Configuring the Rich Text Editor
• WEM Portals and Portlets
• Setting up Email Notifications
• Connecting to a FAST Search Engine

• Authentication and Authorization
• Accessing user and group management (Security Console)
• Default users and groups
• Creating users and groups
• Deleting users and groups
• Changing user passwords
• Permissions and Privileges
• Page access permissions
• Actions and Access Control Lists
• Replication privileges
• Impersonating another user
• Best practices
• Closed User Groups

• Authorization needed for working with workflows
• The Workflow Console
• The types of workflow steps available
• Predefined workflow processes
  
• Creating a workflow model
• Creating a workflow
• Editing a workflow
• Starting a workflow for an individual page
• Suspending, resuming, and terminating the workflow
• Using the Workflow Launcher for node modifications
• DAM Media Handlers
• Workflow Packages

The social collaboration tools offer extended user profiles, blogs, and calendars that are fully integrated into the Web Content Management platform.

Personalization provides your users with a customized environment that displays dynamic content selected according to their specific needs.

Multi-Site Management handles multilingual and multinational content, helping your company balance centralized branding with localized content.

• Blogs
• Forums
• Wiki
• Calendars and Events
• User Generated Comments and Ratings
• Managing Social Collaboration Profiles
• Moderating Social Collaboration Sites
• E-mail Marketing (including Newsletters)
  
• How to set an Akismet key

• What is Personalization?
• Strengths and points to consider
• Personalization and Access
• Components available for Personalization
• Personalization and Social Collaboration

• Use cases for multi-site management
• Managing different language versions of a website
• Managing the translation of your language branches
• What are blueprints and live copies?
• Creating a live copy
• Synchronizing a blueprint and live copy
• Rolling out changes
• Live copy status at page and at paragraph level
• Managing blueprints and live copies
• Moving blueprint and live copy pages

Analytics form the basis for gaining insights into how your website is being used by visitors and therefore, how it is serving your business.

As all information is already resident within the repository, many reports can be generated. Default reports are provided, customized reports can easily be developed.

• Segmentation
• External Providers
• Connecting CQ with Adobe SiteCatalyst
• Connecting CQ with Adobe Test&Target

• Component Report
  
• Disk Usage
  
• Health Check
  
• Page Activity Report
  
• User Generated Content Report
  
• User Report
  
• Workflow Instance Report
  
• Workflow Report
• Report Customization
• Using Reports in a Publish Environment

• Prerequisites for developing
  
• Java Content Repository
• Experience Server (CRX) and Jackrabbit
• Sling Request Processing
• Templates
• Components
• Bundles and the OSGi framework
• Development Objects in WEM
  
• The structure within the repository
• Authentication and Authorization
• Publish and Author environments
• The Dispatcher
• FileVault
• Workflows
• Multi-Site Management
• Keyboard Shortcuts

Development tools
Choosing and setting up your development environment with CRXDE Lite, Eclipse or IntelliJ.

Build your first components in 10 minutes
Getting acquainted with WEM based development.

Developer Guidelines and Best Practices
Ensure your implementation is robust and maintainable.

Data Modelling
How to model content in a content repository.

Website and Web application development
Building a new project, inheriting, reusing and extending existing functionality.

• WEM Tag libraries
• WEM Server API
• WEM Widget API
• WEM Java API Reference
• Sling API
• Sling docs
• Sling wiki
• Sling cheatsheet
• Experience Server (CRX) API
• Jackrabbit API
• Jackrabbit docs
• Jackrabbit wiki
• OSGi™ Service Platform API
• Felix docs
• Felix wiki
• JCR 1.0 API spec (JSR-170)
• JCR 1.0 API
• JCR 2.0 API spec (JSR-283)
• JCR 2.0 API
  

Looks at the various tools, from both Day and third parties, available to configure an optimal development environment.

Learn about developing components, which form the essential building blocks for content input with WEM.

What you need to know about templates. These allow you to define default page layouts and functionality.

• CRXDE Lite
  
• FileVault Tool
• Eclipse
• IntelliJ
• WebDAV
• Site Importer
• Dialog Editor

• What are Components?
• Default Components
• How Components are structured
• Developing Components
• Scripts
• A closer look at a few of the Foundation Components
• Further development of specific Components and Tools

• What are Templates?
• Default Templates
• How Templates are structured
• Developing Page Templates

The design of your website is vital. The Designer simplifies the implementation.

Certain functionality is already available within WEM but can be developed further.

What you need to know when developing your own Multi-Site Management solution.

• Using the Designer
• What you need
• Considerations when designing your Website

• Widgets
  
• Customizing the Bulk Editor
• Developing Workflows
• DAM Media Handlers
• Customizing and Extending DAM
• The Clickstream Cloud
• Customizing Pages shown by the Error Handler
• Extending Analytics
• Extending Mobile
• Tagging for Developers
• Developing Reports
• Adding Fonts for Graphic-Rendering
• Defining Styles for a Text Image Component
  
• Using Sling Adapters

• MSM in the repository
• Extending MSM Functionality

• Before You Start
• Types of Tests
• Getting Started
• Checklists

• Which Test Environments will you need
• Defining your Test Cases
• Testing - what, when and with whom
• Compiling your Test Plan
• Tools

• Tracking Results and Providing Feedback
• Acceptance and Sign-Off
• The next release...

Defining the following phases and milestones will help simplify the implementation of a typical WEM project.

Defining quantitative measurements for the quality of your website will help ensure you fulfill your goals.

The following sources of information are listed to provide you with background information in various areas.

• Project Kick-Off
• Concept and Planning
• Technical Specification and Design
• Development and Testing
• Deployment and Training

• Why set Target Metrics?
• Project Design
• Infrastructure
• Performance
• Concurrency
• Capacity and Volume
• Other Metrics

• Hardware Sizing Guidelines
• Reference Architecture
• Overview of Potential Tools
• Checklists
• Examples of Task Breakdown
• Examples of Project Documentation