measure twice, cut once

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Measure Twice, Cut Once The Impact Detailed Planning and Execution May Have on Your CMS Project 1 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd. SRA and NRG Edge Date: 2.19.2014

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This presentation was given at Amplify Miami 2014 by Abigail Barlow, IT Analyst and Manager at SRA International, and Sebastian Napoli, Co-Founder and Director of Technology Solutions at NRG Edge. The Impact Detailed Planning and Execution May Have on Your CMS Project This session will look at what it means to implement Magnolia CMS as an intranet portal solution from product evaluation to deployment, and all that lies in between. Starting with our unique business and system use cases, learn why we picked Magnolia, how we designed our multi-site solution for scale and flexibility while still taking advantage of supported out of the box functionality. We will show how we deconstructed the STK to develop smart requirements, and how that impacted our time to develop, test, and deploy.

TRANSCRIPT

Page 1: Measure Twice, Cut Once

DD.MM.YYYY at Venue/Customer First Last, Role

Measure Twice, Cut Once The Impact Detailed Planning and Execution May Have on Your CMS Project

1 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

SRA and NRG Edge Date: 2.19.2014

Page 2: Measure Twice, Cut Once

§  Abigail Barlow – SRA International

§  Senior Analyst §  SRA Magnolia project lead §  [email protected]

§  Lucero Carmona – NRG Edge

§  Web Developer

2

Introductions

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 3: Measure Twice, Cut Once

§  Asking a Question…

§  Project overview and planning strategies

§  Creating an Answer…

§  Development strategies: STK custom extensions, themes, CSS

§  Custom development highlights

§  Best practices: Positioning the app for upgrade to 5.0

§  Site Demo

3

Agenda

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 4: Measure Twice, Cut Once

§  Make a plan!

§  Don’t reinvent the wheel

§  Speak “Magnolia” in your requirements and specs

§  Prioritize elements from requirements

§  Extend as much as possible

4

Things to Take Away

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 5: Measure Twice, Cut Once

5 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Project Overview and Planning

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§  Who are we?

§  Cyber Security – TSA SOC

§  What did we need?

§  Presentation layer

§  Multiple portals for multiple customers managed from one platform

§  Why Magnolia?

6

Use Case

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 7: Measure Twice, Cut Once

§  Goal: Replace and improve current portal solution

§  Business Requirements §  Retrofit existing requirements and design enhancements

§  Caveat: No “customization”

§  Caveat: Accommodate rapid change (both content and context)

§  Development: partnership with NRG

§  Deployment: this project is ongoing as we roll out in multiple releases

7

Project Definition

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Page 8: Measure Twice, Cut Once

§  Site Design

§  Information Architecture (IA)

§  Wireframes

§  User Experience (UX)

8

Site Planning and Site Design

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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§  Page Layout

§  Main Template

§  Page Design

§  Areas

9

Page Layout and Page Design

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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10

PSDs and Prototypes

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Breaking down the STK

§  Create an STK Catalog

§  Reverse Engineer

§  Reconstructing the STK

§  Create Photoshop documents (PSD’s) and prototypes

§  Isolate any custom functionality

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11

Requirements Development and Specs

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  PSD to Requirements

§  Speak “Magnolia”

§  Specs to development - NRG

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12 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Development

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13

Requirements

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Using existing STK CSS to accommodate and focus on:

§  Browser Requirements

§  Multisite

§  Responsive Design

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14

Division of Stylesheets

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Based on pop theme

§  Split main CSS into two concepts:

§  Unique color/images

§  Non-changing elements

§  Nine CSS Files

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15

Themes

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Creation of four themes

§  One default theme

§  Three subsite themes

§  Extends default theme

§  Declares unique styles

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Templates

§  Total of 13 templates

§  Pages and components extended existing elements

§  Encouraged quick development

§  Good base for future upgrades

18 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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17

Public Login Page

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Customized login component from stkPublicUserRegistration

§  Extended stkPURLoginForm component definition

§  Disable Page Navigation

§  Limit component availability to customized login form component

§  Extended RedirectClientCallback to direct user to correct login or forbidden page

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18

Forbidden Page

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Extension of stkPublicUserRegistration

§  Disabled Page Navigation

§  Limit component availability to Text and Image

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19

Document Search

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Extension of the SearchResultsModel

§  Allow for return search form entries

§  Criteria

§  Published on Date §  Range of Dates

§  File Name

§  Keyword or Phrase

§  Specific Folder in DMS

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20

Structure of Website Tree

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Root Nodes for each site

§  Content

§  Login

§  Forbidden Page

§  Security Purposes

§  Structure reflected in site definitions

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21

Structure of Documents

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  One folder for each multisite

§  Security Purposes

§  Subfolder split into graphics and a deliverable library of searchable reports

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22

User Permissions

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Limiting access to particular site/dms

§  Creation of roles

§  Setting up of users

§  Process of Public Login

§  Redirects from Forbidden pages

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23

Best Practices

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Positioning for upgrading to Magnolia 5

§  Extension of base STK

§  Customized small amounts of templates

§  Heavily relied on themes for each subsite

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24 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Site Demo

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25 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Questions?