og htheme session: 10 things you should know for a ... · webcenter sites • 2011 oracle acquired...

41
OGh Theme session: 10 Things you should know for a successful WebCenter implementation

Upload: lamkiet

Post on 30-Sep-2018

218 views

Category:

Documents


0 download

TRANSCRIPT

OGh Theme session:

10 Things you should know

for a successful WebCenter

implementation

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

210 Things you should know for a successful WebCenter implementation 2April 23, 2013

5. Technical

6. Organizational

7. What’s next

Introduction

� 14 Years Oracle Consulting Netherlands (1997 – 2010)

� Vopak / Arval / Trainings

LinkedInhttp://www.linkedin.com/in/rgouw

Twitterhttps://twitter.com/rgouw

Bloghttp://adfwebcenter.blogspot.com

http://quobell-wcp.blogspot.nl

310 Things you should know for a successful WebCenter implementation April 23, 2013

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

410 Things you should know for a successful WebCenter implementation 4April 23, 2013

5. Technical

6. Organizational

7. What’s next

WebCenter History

First: What we need of WebCenter to get the big picture

WebCenter consists of four application groups:

Sites: Web Experience Management

Engage (anonymous) users

Portal: Agile enterprise portal

Deliver intuitive portals, composite

applications or mashups

510 Things you should know for a successful WebCenter implementation April 23, 2013

applications or mashups

Content: Content lifecycle integrated

with other tools and applications

Social: Help people work more

effectively together by means of

effective user experience

WebCenter HistoryWebCenter Sites

• 2011

Oracle acquired FatWire Software

• 1996

FatWire established by Mark Fasciano, Ari Kahn and John Murcott

• 2003

Acquired Open market’s Enterprise web content management assests,

including Content Serverincluding Content Server

• 2004

Launched Content Server 6.0 Web Content Management (WCM)

• 2007

FatWire Acquired Infostoria and launched strategy for Web Experience

Management (WCM)

• 2010

Partnership with ECM Corporation for both way reselling of licenses

610 Things you should know for a successful

WebCenter implementationApril 23, 2013

WebCenter HistoryWebCenter Sites

WebCenter Sites consists of:

• Content ServerCore functionality for Content Management

• Satellite ServerImprove performance by an additional layer for caching

• Mobility ServerExtend web presence to deliver multi-channel experience

• Analytics• AnalyticsAnalyse site visites / usage

• EngageAdd Social Sign In functionality

• Community ServerEnable visitor’s comment, reviews and ratings

• Gadget ServerUse Gadgets for integration with / to other websites

• Content Integration PlatformAdapters for e.g. Documentum / SharePoint

710 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Content

• 2006

Oracle acquired Stellent

• 1989

Stellent founded by Robert Olson

• 1999

Intradoc 4 released as Java application making content management

services available via HTTPservices available via HTTP

• 2004

Intradoc 7 released which included Web Services to expose functionality

810 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Content

WebCenter Content consists of:

• Content Server Provides everything you need to create a vast range of content management applications.

• Records (f.k.a Oracle Universal Records Management)Enables the centralized administration and application of records and lifecycle policy.

• Rights (f.k.a Oracle Information Rights Management)Secures and tracks sensitive digital information everywhere it is stored and used.

• Document Capture• Document CaptureStreamlines the capture process of paper and electronic documents.

• Imaging (f.k.a Oracle Imaging and Process Management)Provides imaging and business process management capabilities for enterprise and business

applications.

• Outside In TechnologyExtract, convert and view the content of over 500 unstructured file formats.

• Forms RecognitionAnalyze, recognize and categorize any type of document

910 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Social

• 2011

Oracle announced Oracle Social Network an Oracle OpenWorld

• 2012

Oracle Social for Oracle Human Capital Management (HCM) available

1010 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Social

Oracle Social Network consists of:

• ConversationsReal-time, Multimedia, Sharing

• Business updatesApplication Integration, Informational Feeds, Gadgets

• ContentAnnotation, Social Tools, Search

• Activity StreamsRead / Unread, Follow up, Filter

1110 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Portal

• < 2000

Oracle Web DB, Web front-end based on PL/SQL

• 2000

Oracle Portal, first release of Portal solution, spin-off from Web DB

• 2007

WebCenter 10g

• 2008

Oracle acquired BEA Systems and suddenly had two other portals:Oracle acquired BEA Systems and suddenly had two other portals:

Aqualogic User Interaction

WebLogic Portal

• 2009

WebCenter 11g Release 1 (11gR1)released

• 2010

Oracle acquired Sun Microsystems, added Sun Java System Portal to the list

• 2013

April 1st WebCenter 11gR1 Patch Set 6 released

1210 Things you should know for a successful WebCenter implementation April 23, 2013

WebCenter HistoryWebCenter Portal

WebCenter Portal consists of:

• WebCenter PortalProvides everything you need to create a vast range of content management applications.

• WebCenter ServicesWeb 2.0 services like Discussions, Forum, Blog, Wiki, Presence

• WebCenter Analytics (f.k.a. AquaLogic Analytics)

Analyse site visites / usage

• Pagelet producer (f.k.a. AquaLogic Ensemble)Expose (parts of) a web application

• WebCenter Portal: Spaces

Out of the box application built with WebCenter Portal integrating WebCenter Services to a

‘community’ application

1310 Things you should know for a successful WebCenter implementation April 23, 2013

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

1410 Things you should know for a successful WebCenter implementation 14April 23, 2013

5. Technical

6. Organizational

7. What’s next

WebCenter SuitePresent and future

Current status and development includes

• Fusion Middleware 1gR1, Patch Set 6 (PS6, version 11.1.1.7.0) released

April 1st 2013

• Focus primarily on bug fixes and further stability improvement

• Tighter integration between the various WebCenter products and Oracle

1510 Things you should know for a successful WebCenter implementation April 23, 2013

• Tighter integration between the various WebCenter products and Oracle

applications

• Modernize the user interface

• Administration -> Application Development Framework, ADF)

• End user -> Multiple platform support (desktop, tablet, phone)

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

1610 Things you should know for a successful WebCenter implementation 16April 23, 2013

5. Technical

6. Organizational

7. What’s next

FunctionalUse tools for what they are meant for

Use tools for what they are used for, do not invent

your own wheels

Although the WebCenter products have some overlaps in functionality, select

the product that best fits the required functionality and do not try to ‘build’

functionality in other products

1710 Things you should know for a successful WebCenter implementation April 23, 2013

functionality in other products

Examples:

• When incorporating work procedures, use Wiki documents instead of

PDF documents

• Use WebCenter Sites for (anonymous) user engagement.

Do not try to achieve the same with WebCenter Portal Personalization

Server

FunctionalUse tools for what they are meant for

1810 Things you should know for a successful WebCenter implementation April 23, 2013

FunctionalThink Big Start Small

Think BIG start small and act fast

Key factor in this is to have an ultimate

vision of an application, even though you

are implementing something noticeably

different in the beginning.

1910 Things you should know for a successful WebCenter implementation April 23, 2013

different in the beginning.

Example:

• The organization does not yet have a

Content Management team in place

but is planning for it.

Setup content in WebCenter Content

and do not use Out Of The Box Text

items, as it does not support

workflows

FunctionalThink Big Start Small

We want a portal for customers and employees, functioning

as a single point of information and collaboration.

1. Create an information environment (traditional intranet) where information can be

added by a few people without workflow

2. Add ‘group spaces’ in which teams can collaborate / share information for a common

goal (e.g. projects)

3. Add back office integrations to give employees insight into:

1. Evaluations

2. Employee Benefits (base contract, company car, health insurance, …)

3. Hour registration

4. Add customer portal functionality

1. Grant customers privileges in relevant employee evaluations during selection

2. Let customers participate in project collaboration

3. Let customers approve hours registered by employee

4. Publish the invoice on the portal Text items, as it does not support workflows

2010 Things you should know for a successful WebCenter implementation April 23, 2013

FunctionalMigration / Upgrade considerations

When migrating from an old portal to WebCenter Portal

Many concepts and architectural structures are different.

Consider re-creating content /functionality for:

Oracle Portal WebCenter Portal

2110 Things you should know for a successful WebCenter implementation April 23, 2013

Oracle Portal WebCenter Portal

Web Content directly on page Content item in WebCenter Content

Departmental pages WebCenter Portal Spaces

Procedure / guideline documents Wiki pages

Page structure Multiple components on a page

Database portlets Java portlets

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

2210 Things you should know for a successful WebCenter implementation 22April 23, 2013

5. Technical

6. Organizational

7. What’s next

TechnicalGet the right resources

Get the right resources, specialists in their fields

Although WebCenter Portal is based on ADF, not all ADF specialists

(architects, designers, developers) have the required skills for a WebCenter

project.

Almost always, a WebCenter project consists of the usage of at least two

products from the WebCenter Suite.

In that case, get experts for all.

2310 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalGet the right resources

Where can we get the right resources?

Always try to use a Specialized partner

2410 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalGet the right resources

2510 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalStandard functionality

Stay close to standard functionality

When you utilize standard functionality of the product, they will evolve

automatically over time to embrace:

• New technology (HTML 5, Tablets etc)

• New features (enhancements)• New features (enhancements)

• Bug fixes

Also, you can contact Oracle Support for issues like:

• Defects

• Performance

2610 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalCustomize, don’t custom build

Customize components, do not built custom ones

Within WebCenter Portal you have the ability to customize components to

match your requirements. Try customization first.

When customization cannot meet your requirements, think of building

custom functionalitycustom functionality

Examples:

• Members task flow

(add phone number instead of role for Yellow Pages)

• Search

Build a custom search adapter to find and retrieve non-WebCenter data

2710 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalUse skinning in ADF

A WebCenter Portal site is not a static application

Involve a design agency that grasps the concept of a dynamic site

Not a good idea:

• Adding images as background of navigation items• Adding images as background of navigation items

• Adding images as background of portlets / taskflows

Remember that:

• Contents of region may vary upon user selection

2810 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalUse skinning in ADF

Do not let the Design Agency dictate the exact HTML that needs to be sent to

the browser to achieve a certain look and feel.

Use skinning to accomplish (nearly) the same result

2910 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalUse skinning in ADF

Example to identify and change the look and feel

1. To see the skinning class names change the web.xml file of the

WebCenter Portal applications to not compress the class names.

2. Then view the page source of the Portal page to identify the classes

usedused

3. Finally, create a skin and change the look and feel of the required skin

classes

3010 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalUse skinning in ADF

3110 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalUse skinning in ADF

Additional tip:

To differentiate between resources for multiple spaces, add a text file in the

folder containing the resource to describe the use.

3210 Things you should know for a successful WebCenter implementation April 23, 2013

TechnicalPerform adequate tests

Adequate test includes Functional and Performance

When performance testing, take into account:

• Customizations end users can apply

• Custom code

• When integrating back office applications, do not forget to test them • When integrating back office applications, do not forget to test them

either. They might get heavier load

When not all functional requirements are met, consider thinking BIG and

starting small.

3310 Things you should know for a successful WebCenter implementation April 23, 2013

Agenda

1. Introduction

5. WebCenter History

3. WebCenter Suite Present

4. Functional

3410 Things you should know for a successful WebCenter implementation 34April 23, 2013

5. Technical

6. Organizational

7. What’s next

OrganizationalInvolve the end users

Involve the end users, but not too many

• Make sure a representation is involved in the design of the application

• Make sure all departments are represented

• Do not involve too many end user. The more end users, the more

opinions you getopinions you get

• Make sure the group is fixed to avoid changes during the project

• Empower this representation to make decisions

3510 Things you should know for a successful WebCenter implementation April 23, 2013

OrganizationalStimulate usage

Stimulate the entire organization to use the new

application

To maximize acceptance of new technologies (Web 2.0 capabilities Wiki, blog

and other modern ways of communication) make sure all layers of the

organization embrace and use it.organization embrace and use it.

Examples:

• CEO embraces social media by being available on chat, keeping

employees up to date on what he’s doing and communicate less with

email and more with personal video

• Employees get targets on participation and activity on social intranet.

These result might influence evaluation / compensation.

3610 Things you should know for a successful WebCenter implementation April 23, 2013

OrganizationalAdminister the application

Make sure you have expertise to keep it up & running

The application landscape is often relative new and internal knowledge lacks.

Therefore, make sure the necessary technical expertise is transferred from

the developers to administrators.

Examples:

• Administrators can get trainings for all the used applications, but

interaction and dependencies are often not taught or specific for the

solution

• To maximize knowledge transfer, setup a competence centre, containing

architects, administrators and developers

3710 Things you should know for a successful WebCenter implementation April 23, 2013

Agenda

1. Introduction

2. WebCenter History

3. WebCenter Suite Present

4. Functional

3810 Things you should know for a successful WebCenter implementation 38April 23, 2013

5. Technical

6. Organizational

7. What’s next

What’s next?Get up to speed

There are several trainings available

Both Oracle University and Vijfhart have multiple sets of trainings available.

For Oracle Partners, the Oracle Partner Network (OPN) has Bootcamps.

On OPN you can also follow Guided Learning Paths to get the best

information for certificationinformation for certification

As a partner, get Specialized to get the most out of your expertise

• http://education.oracle.com

• http://www.vijfhart.nl

• https://competencycenter.oracle.com/opncc

3910 Things you should know for a successful WebCenter implementation April 23, 2013

What’s next?Learn from the community

Join the OGh WebCenter Special Interest Group (SIG)

Audience:

• Customers

• Partners

Purpose:Purpose:

• Share knowledge

• Share experience

• Interact with Oracle subject matter experts

More information:

• http://www.ogh.nl/page.aspx?event=197

[email protected] or [email protected]

• First session May 8th or June 6th

4010 Things you should know for a successful WebCenter implementation April 23, 2013

Questions and Answers

4110 Things you should know for a successful WebCenter implementation 41April 23, 2013