getting started with wcm for alfresco community edition 3 2

34
Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Upload: chay-chee-beng

Post on 27-Nov-2014

93 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM)for Alfresco Community Edition 3.2

Page 2: Getting Started With WCM for Alfresco Community Edition 3 2
Page 3: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - i

Contents

Copyright.............................................................................................................. 1

Typographic conventions................................................................................... 2

Introduction.......................................................................................................... 3Additional resources..................................................................................3System requirements and prerequisites..................................................3

Get started............................................................................................................ 4Scenario.......................................................................................................4Log in...........................................................................................................4

Set up the web project........................................................................................6Create web forms....................................................................................... 6Create the web project............................................................................ 10

Add content to the web project....................................................................... 15Import the sample dynamic website...................................................... 15Create web content: Company Profiles................................................. 17Create web content: Press Releases..................................................... 20

Manage web project content............................................................................ 24Approve content....................................................................................... 24Submit content......................................................................................... 26

Publish the website........................................................................................... 28Roll back to a previous snapshot.......................................................... 29

Summary............................................................................................................. 30

Page 4: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

ii - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Page 5: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 1

Copyright

Copyright 2009 by Alfresco and others.

Information in this document is subject to change without notice. No part of this document may bereproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose,without the express written permission of Alfresco. The trademarks, service marks, logos, or otherintellectual property rights of Alfresco and others used in this documentation ("Trademarks") are theproperty of Alfresco and their respective owners. The furnishing of this document does not give youlicense to these patents, trademarks, copyrights, or other intellectual property except as expresslyprovided in any written agreement from Alfresco.

The United States export control laws and regulations, including the Export Administration Regulations ofthe U.S. Department of Commerce, and other applicable laws and regulations apply to this documentationwhich prohibit the export or re-export of content, products, services, and technology to certain countriesand persons. You agree to comply with all export laws, regulations, and restrictions of the UnitedStates and any foreign agency or authority and assume sole responsibility for any such unauthorizedexportation.

You may not use this documentation if you are a competitor of Alfresco, except with Alfresco'sprior written consent. In addition, you may not use the documentation for purposes of evaluating itsfunctionality or for any other competitive purposes.

If you need technical support for this product, contact Customer Support by email [email protected]. If you have comments or suggestions about this documentation, contact us [email protected].

This copyright applies to the current version of the licensed program.

Page 6: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

2 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Typographic conventions

The following typographic conventions are used in this guide:

BoldUser Interface elements

Mono-spaced fontText the user types

Page 7: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 3

Introduction

Alfresco Web Content Management (WCM) is a content management system for your websites and webapplications. It allows you to create, develop, and maintain your source code all within one repository.

Alfresco recommends you download the Enterprise Trial and walk through this guided tutorial tofamiliarize yourself with the features. Refer to the user help provided with the application for informationon using all WCM features.

Additional resourcesAlfresco recommends you review and keep up-to-date on the latest information regarding our WCMoffering on our Developer Wiki.

To bookmark this page for easy reference, use the following link: http://wiki.alfresco.com/wiki/Web_Content_Management.

System requirements and prerequisitesThis tutorial assumes you are familiar with Alfresco Explorer.

Before beginning the tutorial, you must:

1. Ensure the Alfresco Explorer web application is installed.

2. Ensure the Alfresco Web Server is running.

3. Ensure the Alfresco Virtual Server is running.

4. Ensure the Alfresco Deployment Server is installed and running.

5. Start the Alfresco Explorer web client. This must be running on the same machine as the AlfrescoWeb Server, Virtual Server, and Deployment Server.Note: Alfresco recommends you use MySQL to evaluate WCM for this tutorial. For installation andconfiguration instructions for MySQL, refer to Installing and Configuring Alfresco Community Edition3.2.

6. Log in to Alfresco Explorer as the Administrator (admin, admin) and create a user account, asfollows:

a. First Name: Mark

b. Last Name: vonAlfresco

c. Email: [email protected]

d. User Name: mark

e. Password: demo

Page 8: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

4 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Get started

The Getting Started with Alfresco Web Content Management tutorial introduces the basic WCM conceptsto accompany the download of Alfresco Explorer ECM (Enterprise Content Management). It demonstrateshow to set up and configure Explorer for managing a website and showcases a sample web publishingscenario.

ScenarioFor this tutorial, you will be walking through the following scenario.

You will:

• Create web forms

• Create the web project

• Import content into the new project

• Create web content – from a web form

• Create web content – from a web form with templates

• Submit the content

• Perform a content review

• Publish the website

• Roll back to a previous version

Log inLog in to Alfresco Share using the default credentials.

1. Type the following on the login page:

a. Username: admin

b. Password: admin

2. Click Login.

Page 9: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 5

On entering the application, your dashboard displays.

Page 10: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

6 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Set up the web project

To set up a web project, you must create both web forms and the web project.

Create web formsA web form enables users to create XML content from a simple browser-based form. In this first task, youwill create two web forms, one of which is associated with rendering engine templates.

Use the Create Web Form Wizard to work through the three steps involved in creating a web form:

• Specify the general properties

• Select and configure the desired rendering engine templates

• Select a default workflow

In the next task, you will associate these web forms with your web project.

1. In Explorer, navigate to Company Home > Data Dictionary > Web Forms and select Create WebForm in the Create menu.The Create Web Form Wizard opens.

2. Complete each page of the wizard as follows, clicking Next to move to the next step.Step One – Web Form Details

Use the Browse button to locate and upload the file company-footer.xsd from c:\alfresco\extras\wcm\forms. This populates several boxes on this page.

Complete Step One as follows:

TitleCompany Profile Form

DescriptionThis form provides a summary overview of a company. These summaries are included in pressreleases.

Output path${name}.xml

Page 11: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 7

Step Two – Configure Templates

Leave all values blank.

Step Three – Configure Workflow

Select No not now. This step allows you to create a default workflow for content generated by thisweb form across all projects. You’ll configure workflow locally when you create your web project.

Summary

Review the summary screen, which should look like the following:

Page 12: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

8 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

3. Click Finish. The new web form, company-footer, appears as a space in the Web Forms space.You will now create the second web form.

4. In the Web Forms space, select Create Web Form in the Create menu.

5. Again, complete each screen as follows, clicking Next to move to the next step.Step One – Web Form Details

Use the Browse button to locate and upload the file press-release.xsd from c:\alfresco\extras\wcm\forms.

Complete Step One as follows:

TitlePress Release Form

DescriptionThis form is used to create press releases for www, including both HTML and printer-friendlyversions.

Output path${name}.xml

Step Two – Configure Templates

Use the Browse button to locate and upload the file press-release.xsl from c:\alfresco\extras\wcm\forms. Again, this populates several boxes on the page.

Complete Step Two as follows:

Rendering EngineXSLT

TitlePress Release HTML Template

Description

Page 13: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 9

This template pre-generates an HTML page for www.

Rendition mimetypeHTML

Output path${name}.${extension}

Click Add to List.

To associate a second template with the form, remain in Step Two and use the Browse buttonagain and upload the file press-release-plain-text.ftl from the same location. Use the followinginformation to complete the page:

Rendering EngineFreeMarker

TitlePress Release Plain Text Template

DescriptionThis template pre-generates a printer-friendly version to be linked from the press release HTMLpage.

Rendition mimetypePlain Text

Output path${name}.${extension}

Click Add to List.

Step Three – Configure Workflow

Select No not now.

Summary

Page 14: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

10 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Review the summary screen, which should look like the following:

6. Click Finish.The new web form, press-release, appears as a space in the Web Forms space.

Create the web projectYou create a web project using the Create Web Project Wizard.

In this second task, you work through the wizard to complete the seven steps involved in creating a webproject:

• Specify the basic web project details

• Indicate if you are creating a new project or using the structure of an existing project

• Configure deployment servers

• Select and configure web forms for generating site content

• Select and configure workflow for content added that is not generated by a web form

• Add users and assign user roles to them

• Email a notification to the selected users

1. Navigate to Company Home > Web Projects and select Create Web Project in the Create menuto open the Create Web Project Wizard.

2. Complete each page of the wizard as follows, clicking Next to move to the next step.Step One – Web Project Details

Use the following information to complete the page:

Namealfrescosample

DNS namealfrescosample

Page 15: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 11

TitleAlfresco WWW

DescriptionWeb Project to evaluate Alfresco Explorer 3.1 features.

Step Two – Create From Existing Web Project

Select Create a new empty Web Project.

Step Three – Configure Deployment Receivers

Click Add Deployment Receiver to display the configuration details.

Use the following information to complete the page:

TypeLive Server

Hostlocalhost

Port44100

Usernameadmin

Passwordadmin

Click Add.

Step Four – Configure Web Forms

Click Add to List to the right of each web form to select them to be used with this project. The webforms appear in the Selected Web Content Forms section and you must edit the details for each.

Page 16: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

12 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Configure the Company Profile Form as follows:

• Click Web Form Details for Company Profile Form and set the Output path pattern to /${webapp}/media/releases/content/${name}.xml.

• We want content generated by this template to be submitted to workflow, so select Web SiteSubmission in the Workflow section.

• Click OK. Notice the attention icon next to the workflow: .

This indicates a workflow has been selected but not configured. Click Configure Workflow forthis form. Search for and select the user Mark, then click Add to List. Click OK.

Configure the Press Release Form as follows:

• Click Web Form Details for Press Release Form and set the Output path pattern to /${webapp}/media/releases/content/${name}.xml.

• For the Press Release Form web form, you must specify how each template associatedwith the form will generate web content. Click Configure Templates for this form and

Page 17: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 13

set the Output path pattern to /${webapp}/media/releases/content/${name}.${extension} for both templates.

• Click OK.

Step Five – Configure Workflow

Selecting workflow in this step sets workflow for the web project as a whole. All content in theproject not generated via a web form follows the workflow configured here. As you are only creatingcontent using web forms in this tutorial, there is no need to select a workflow option in this step.

Step Six – Add Users

Using the search feature provided, locate and select the user Mark. Select Content Manager as therole for this user and click Add to List.

Step Seven – Email Users

Accept the default option No so that a notification email is not sent.

Summary

Review the summary screen, which should look like the following:

Page 18: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

14 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

3. Click Finish.The new web project, alfrescosample, appears in the Web Projects space.

Completing the wizard automatically creates a source repository, called a Staging Sandbox, and aset of development repositories, called user sandboxes. There is one user sandbox for each userinvited to work on the project, as well as an administrator sandbox.

Page 19: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 15

Add content to the web project

There are multiple methods of adding and creating content for a web project. In addition to creating webcontent within a project, you can upload individual files from your computer and perform a bulk import. Forthe purpose of this tutorial, you will import content and generate content using web forms.

Import the sample dynamic websiteYour newly created web project, alfrescosample, contains no content. In this task, you will use the BulkImport feature to populate the web project. Once imported, you will submit the content to staging to createan initial snapshot of the project, which you can preview.

1. In the Web Projects space, click alfrescosample.

The sandbox view appears displaying the staging and user sandboxes.

Each user sandbox contains the existing web project content. The sandbox labelled My Sandboxbelongs to the currently logged on user (in this case, the administrator).

As the administrator, you have access to the sandboxes of all users associated with the web project.By default, only the Staging Sandbox and your user sandbox display; however, you can select theoption Show All Sandboxes in this view to display all sandboxes available to you.

2. In your user sandbox, click Browse Website to display the user sandbox, which is empty.

3. Select Bulk Import in the Create menu.

4. Use the Browse button to locate and upload the file alfresco-sample-website.war from c:\alfresco\extras\wcm. Once uploaded, click OK to begin the import.

Page 20: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

16 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

The .war file, which you imported into the current directory (the ROOT web app), appears inexpanded form in your user sandbox.

In WCM, a lock is automatically placed on content items created, imported, modified, or deleted inorder to prevent editing clashes. In your sandbox, notice that all items (not folders) currently displaya padlock icon with a key: . This indicates that you own the lock and can perform actions on thecontent. A lock owned by another user appears as a plain padlock: . You can position your cursorover the icon to display a tooltip indicating the lock owner.

5. Click Preview Website in the sandbox header to see the website in its current state.The preview window displays how the website or web application will look with the user sandboxcontent submitted. Click About us and then News to display the empty Alfresco Press Releasespage. We will come back to this again later once you have added some content.

6. Close the preview and return to your user sandbox. Click alfrescosample in the breadcrumb path toreturn to the sandbox view.

7. In your user sandbox, expand the Modified Items list to display the imported content.

8. Click Submit All and, on the Submit Items page, provide the information that will display as thename and description of the corresponding snapshot in staging:

a. Label: Initial Import

b. Description: Sample website

9. Click OK.The submission takes place in the background and each content item remains in the ModifiedItems list until its submission is complete.

Page 21: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 17

10. Refresh the page as necessary until the Modified Items list is empty. In the Staging Sandbox,expand the Recent Snapshots list to view the snapshot you have created.

Create web content: Company ProfilesIn this task, you will use one of your web forms to create four new content items, each one a companyprofile.

1. In your user sandbox, expand the Web Forms list, which contains the two web forms you created:Company Profile Form and Press Release Form.

2. Select the action Create Content associated with the Company Profile Form web form.

The Create Web Content Wizard opens.

3. Complete each page of the wizard as follows, clicking Next to move to the next step.

a. Step One - Web Content DetailsEnter Alfresco as the Name.

b. Step Two – Author Web ContentUse the following information to complete the page:

NameAlfresco

Body

Page 22: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

18 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Alfresco is the leading open source alternative for enterprise content management. It is thefirst company to bring the power of open source to the enterprise content management market,enabling unprecedented scale and a much lower total cost of ownership than proprietarysystems. Founded by a team of content management veterans that includes the co-founder ofDocumentum, John Newton, and former COO of Business Objects, John Powell, Alfresco isbased in London. For more information, visit www.alfresco.com.

c. SummaryReview the summary screen, which should look like the following:

Note that you are creating the content item Alfresco.xml to be stored in the location /ROOT/media/releases/content, which was specified when you created the Company ProfileForm web form.

As we no longer need to work on this asset, select the option to Submit Alfresco.xml whenwizard finishes to speed up publication. This saves you from initiating a separate submissionprocess.

4. Click Finish.The Submit Items page appears where you enter the following details regarding the submission:

LabelAlfresco Profile

DescriptionAdded Alfresco profile

5. Click OK. You return to the Staging Sandbox. Expand the Modified Items list to view the newlycreated and submitted content item: Alfresco.xml.Remember that the web form used to create this content item was defined with a workflow dictatingthat all generated content was to be assigned to Mark, the Content Manager, for approval. Uponsubmission, the content item was routed through its defined workflow, which promoted it for editorialreview. This action locked the item to prevent the administrative user from modifying it underneaththe reviewer and potentially having the wrong set of changes approved and promoted to staging.

Page 23: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 19

6. Repeat this process to create three more content items using the Company Profile Form web form.In each case, submit the content to staging on the Summary page.Profile #2

NameInterDoc

NameInterDoc

BodyInterDoc is a leader in the Enterprise Content Management field that provides business solutionsto enable operational efficiency of critical business processes. The company has decades ofexperience in improving operational efficiency for commercial enterprises and governmentorganizations and has used this experience to create a new generation of software solutionsbased on a core of open source software. For more information, visit www.interdoc.com.

Label (Submit)InterDoc Profile

Description (Submit)Added InterDoc profile

Profile #3

NameEasypress

NameEasypress

BodyEasypress Technologies (www.easypress.com) provides software for converting content betweenXML and QuarkXPress. Its flagship products include Atomik Roundtrip(TM), which providesfull bidirectional XML support for QuarkXPress; Atomik Xport(TM), which provides automatedQuarkXPress-to-XML conversion; and Atomik Import(TM), which provides flexible import ofXML content into QuarkXPress documents. Easypress Technologies is an operating division ofEvolvedGroup Limited and is headquartered in Guildford, UK.

Label (Submit)Easypress Profile

Description (Submit)Added Easypress profile

Profile #4

NameWorld Economic Forum

NameWorld Economic Forum

BodyThe World Economic Forum (http://www.weforum.org), based in Geneva, Switzerland, isan independent organization committed to improving the state of the world. Funded by thecontributions of 1,000 of the world's foremost corporations, the Forum acts in the spirit ofentrepreneurship in the global public interest to further economic growth and social progress.

Label (Submit)World Economic Forum Profile

Description (Submit)Added World Economic Forum profile

Page 24: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

20 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

7. In the Staging Sandbox, expand the Modified Items list to view all four newly created and submittedprofiles.

The additional three content items are locked as they, like the first item, were promoted for editorialreview upon submission. Until approved or rejected, these items are available only for preview.

Create web content: Press ReleasesIn this task, create additional content for your website using a web form with an associated template.Once the content is complete, you can preview it. Unlike in the previous task, do not submit the content;you will do this as a separate task.

1. Return to the Web Forms list in your user sandbox and select the action Create Contentassociated with the Press Release Form web form.The Create Web Content Wizard opens.

2. Complete each page of the wizard as follows, clicking Next to move to the next step.

a. Step One – Web Content DetailsEnter WorldEconomicForum_Tech_Pioneer as the Name.

b. Step Two – Author Web ContentThe fields and controls presented in this step are dictated by the selected web form. Use thefollowing information to complete the page:

TitleWorld Economic Forum Announces Technology Pioneers 2007

AbstractAlfresco selected by leading technology experts appointed by the World Economic Forum

LocationLONDON

Body #1The World Economic Forum today announced 47 Technology Pioneers for 2007. AlfrescoSoftware has been selected as one of these Technology Pioneers. The Technology Pioneerswere nominated by the world’s leading venture capital and technology companies.

Click beneath the Body text box to add an additional control for the second paragraph.

Body #2“We are proud to have won this award recognizing Alfresco’s technology, the global power ofopen source and the importance of managing content in economic development,” said JohnNewton. “We hope to use the opportunities created by this award to gain greater visibility tohow information can help solve some of the world’s most pressing problems and how sharingand retaining knowledge can level the playing field for companies outside of the developedworld.”

Page 25: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 21

Include Company Footer #1World Economic Forum

Click beneath the Include Company Footer box to add a second footer option.

Include Company Footer #2Alfresco

Include Media ContactsYes

CategoryCompany

Launch DateSelect any date. This will not be used in the tutorial.

Expiration DateSelect any date. This will not be used in the tutorial.

c. SummaryReview the summary screen, which should look like the following:

Note that you are creating multiple items: the XML version as well as an HTML and a PlainText rendition of the content. All versions will be stored in the location /ROOT/media/releases/content, which was specified when you created the Press Release Form webform. Unlike the company profile content, do not submit this press release to staging.

3. Click the Preview icon next to the generated HTML page to see the virtualized view of the websitewith the pending changes. At the bottom of the generated HTML page, click view plain text versionto check the link to the generated text file. Also, click the News link in the submenu to see that theJSP index page now has a link to the to-be-published content. If any changes need to be made, youcan click the Back button in the wizard to modify and then regenerate the content.

4. Click Finish. When you are returned to the sandbox view, expand the Modified Items list in yoursandbox to see the three new content items generated from this web form.Note that because these content items have not been submitted, several additional actions areavailable for them.

Page 26: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

22 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

5. Repeat this process to create two more press releases using this web form. Again, do not submitthe content.Press Release #2

NameEasypress_OEM

TitleAlfresco and Easypress Technologies announce OEM Agreement for Atomik Dynamic Publisher,powered QuarkXPress Server 7

AbstractAlfresco and Easypress Technologies announce ground-breaking Collaborative Publishing

LocationLONDON

Body #1Alfresco, the first and leading provider of an open source enterprise content management solution,today announced an OEM agreement to support the launch of Easypress Technologies’ newAtomik® Dynamic Publisher product, which works in conjunction with the new QuarkXPress®Server 7 from Quark.

Include Company Footer #1Easypress

Include Company Footer #2Alfresco

Include Media ContactsYes

CategoryCompany

Launch DateSelect any date. This will not be used in the tutorial.

Expiration DateSelect any date. This will not be used in the tutorial.

Press Release #3

NameInterDoc_Alfresco_Solution

TitleInterDoc Chooses Alfresco to Deliver Solution for the Government of Quebec

AbstractAlfresco continues Government Momentum in Canada

LocationLONDON

Body #1Alfresco Software Inc., the first provider of an open source enterprise content managementsolution, today announced that it has been chosen by InterDoc to create a new regulatorygovernment solution for customers including the government of Quebec.

Include Company Footer #1InterDoc

Include Company Footer #2Alfresco

Page 27: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 23

Include Media ContactsYes

CategoryCompany

Launch DateSelect any date. This will not be used in the tutorial.

Expiration DateSelect any date. This will not be used in the tutorial.

6. In your user sandbox, expand the Modified Items list to view the nine new content items.

7. Select Preview Website in your user sandbox. In the website preview, select About Us and thenNews. The JSP page displays a dynamic view of the website as it is staged in your sandbox. Testall three links to the newly created press release web pages. When done, close the preview.

8. Now select Preview Website in the Staging Sandbox. In the website preview, select About Us andthen News to confirm that the new web pages are only available in the user sandbox. Close thepreview.

Page 28: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

24 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Manage web project content

At this point, your web project is populated with content items, some imported and some created, somesubmitted and some not. You must now deal with the approval of content items that were routed throughworkflow and the submission of the remaining items to staging.

Approve contentWith all of your web project content created, you can now address the items assigned for editorial reviewas part of the defined workflow.

1. Log out as the administrative user and log in as Mark, the Content Manager (mark, demo).In the My Tasks To Do list on Mark’s dashboard, notice the four outstanding review tasks, one foreach of the company profiles you created.

2. For the Interdoc profile, click Added Interdoc profile to open the Manage Task: Review page.

Page 29: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 25

3. Click Approve.

4. Approve the Added Easypress profile and Added World Economic Forum profile tasks in thesame manner.For the Alfresco profile, you can work through the process of rejecting and resubmitting an item forapproval.

5. Open the Added Alfresco profile task and type Please shorten description and update.Click Reject.Once rejected, the serial workflow defined reassigns the item as a task to the user who originallysubmitted it—in this case, the administrative user.

6. Log out as Mark and log in as the administrator (admin, admin).

7. Open the task in the administrator’s My Tasks To Do list and note the comment in the WorkflowHistory list.

Page 30: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

26 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

8. After reviewing the changes Mark requires in order to approve the content, click the Edit action ( )for Alfresco.xml in the Resources section to open the Edit Web Content Wizard.

9. In the Body text editor box, remove the last sentence and click Next.Notice on the Summary page that the option to auto-submit upon completion is not present, as thecontent has already been submitted.

10. Click Finish. In the Comment box, type Removed last sentence and updated, then clickResubmit for Review.

11. Log out as the administrator and log in as Mark again.In Mark’s task list, notice the (2) next to the task description. This number represents the currentreview cycle for this content submission.

12. Open and approve the task to promote the item to staging.

13. Log out as Mark and log in as the administrator one last time.

This final promotion to staging releases the lock on the item and creates a new snapshot in theStaging Sandbox.

All four company profiles are complete and submitted to staging.

Submit contentWith the website content now complete, we need to confirm how these changes will look within thewebsite. To do this, you promote the content items from your user sandbox to the Staging Sandbox.

Though you will submit all items at once, you do have the option to submit a single item or a group ofselected items.

1. In your user sandbox, expand the Modified Items list to display the content items you created.With the company profiles already submitted, your user sandbox now contains only the nine pressreleases.

Page 31: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 27

2. Click Submit All and, on the Submit Items page, provide the information that will display as thename and description of the corresponding snapshot in staging:

a. Label: Launch Press Releases

b. Description: Major new awards, customers, and OEM, and agreements

3. Click OK.Again, the submission is processed in the background. Each content items remain in the ModifiedItems list until its submission is complete.

4. After a few moments, refresh the page to see the empty Modified Items list in your user sandbox.Expand the Recent Snapshots list in the Staging Sandbox to see the submitted content: LaunchPress Releases.

Now that the press releases have been committed to staging, you can deploy, or publish, thesnapshot to ensure your audience can see the content.

Page 32: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

28 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Publish the website

With the web project content complete and submitted, you can now publish the Staging Sandboxsnapshot to the production environment. We’ll deploy the website in stages, beginning with the initialversion of the site after the content was imported to the project.

Once published, you still have the option to revert to a previous version of the project, which you willexamine in the next task.

1. In the Staging Sandbox, locate the Initial Import snapshot (version 3) and select the Deploy icon:.

2. On the Deploy Snapshot page, confirm the selection of the remote target server, localhost, andclick OK.

3. Close the Monitor Deployment page once the snapshot is successfully deployed. In the RecentSnapshots list, note that version 3 is listed as being LIVE.

Page 33: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2 - 29

4. Click View Deployments to review the deployment report. Click Close to return to the StagingSandbox where you can deploy another version of the website.

5. Expand the Recent Snapshots list again and deploy the most recent snapshot, Launch PressReleases (version 8). Again, confirm the target server and click OK.

6. In the Recent Snapshots list, confirm that version 8 is currently the live version of the site.

Roll back to a previous snapshotYou can roll back a site to ensure an older version of the content is being delivered in the liveenvironment and also to allow re-edits prior to deployment. An example of where this is useful is therollout of a new section of the site or the addition of application functionality. In these cases, simplyredeploying an older site version is not enough: you also need to roll back the current working copy of thesite for your Contributors, Publishers, Developers, and Designers to correct errors, restage, and redeploythe content.

Rolling back your authoring and development environment to a last known good state for modificationprior to deployment is straightforward.

1. In the Staging Sandbox, expand the Recent Snapshots list and click the Revert action, , forversion 3 – Initial Import.This creates a new snapshot, version 10 – Reverted to Version 3.

Note that while this is a new version of the site, no content has been duplicated in the repository; thenew version is simply a new entry in the history chain noting that an older version has been pulledforward.

Since all sandboxes in the web project are baselined off the current view of staging, each userinstantly has an updated content for previewing and editing. Within the tutorial, this means that theprofiles and press releases no longer exist.

2. Enter your user sandbox (My Sandbox) and navigate to /media/releases/content. Thecontent items you created as you worked through the tutorial were stored here; it is now empty.

3. Similarly, click Preview Website in your user sandbox and select the submenu News in the samplewebsite to see that this page is back to its original blank state.Note: If you continue to see a list of press releases, simply refresh your cache.

Page 34: Getting Started With WCM for Alfresco Community Edition 3 2

Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

30 - Getting Started with Web Content Management (WCM) for Alfresco Community Edition 3.2

Summary

This concludes our walkthrough of the basic Web Content Management functionality in AlfrescoCommunity Edition 3.2.

To learn more about the capabilities provided in this release, please visit our wiki.