Wiley Publishing, Inc.

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INTRODUCTION _xxiii

CHAPTER 1: INTRODUCING EKTRON 3

Ektron: The

_Company

₃

Ektron's

_{Community, Support,}

and Services 4

Ektron'sOnline

_Community

4

Ektron Technical

_Support

₅

Ektron's Best Practicesand Professional Services 6

Ektron

_Training

₇

Ektron,

the Framework ₇

All-in-Oneversus Best-of-Breed 8

Developing

with the Ektron Framework 9

System Requirements

13

Who Uses Ektron? 15

TakeHome Points 16

CHAPTER2: THE EKTRON WEB PROJECT METHODOLOGY 17

Iterative/Waterfall versus

Agile

_Approaches

18

The BusinessCase: Where It All Starts 18

Understanding

the

_{Implementation}

Process 19

The

_Discovery

Phase 19

Kicking

Offthe

_Project

20

Developing

a

Project

Plan 20

The Implementation

Phase 24

Starting

Development

24

Content Migration 25

The

_Quality

Assurance Phase 26

System

Testing

26

User

_{Acceptance Testing}

27

(3)

CHAPTER 3: THE IMPLEMENTATION GUIDE 29

The Ektron

_Approach

30

Implementation

Guide 31

The OnTrek

_{Implementation}

Guide 32

The

_Homepage

33

Product

_Page

35

User Dashboard

_Page

39

Take Home

Points: Best Practices for

_Creating

an

Implementation

Guide 42

CHAPTER 4:CONFIGURING YOUR DEVELOPMENT ENVIRONMENT 45

What You Needto

Configure

Your Machine 45

installing

the Framework 46

Development

Scenarios 47

Source Control 47

Data

_{Synchronization}

47

Further

_Tips

49

Take Home Points 49

CHAPTER 5: UNDERSTANDING CONTENT MANAGEMENT

FUNDAMENTALS 53

Login

and Workarea 54

Logging

In and

_Creating

a User 55

Exploring

the Workarea 59

Content

_Entry

and

_Display

62

Content

_Storage

and Status 62

Adding

and

_Managing

Content 64

Using

the Content Block Server Control 82

Folders and the

_Library

85

Implementation: Adding

aFolder and

Managing Library

Items 85

Under the Hood: Folders and Libraries 95

Folders and

_Library

in Brief 95

Permissions,

Approvals,

and Roles 95

Understanding

Permissions 95

(4)

Understanding

Roles 96

Managing

Permissions and Workflow 96

Under the Hood 102

Take Home Points 105

CHAPTER 6: CONFIGURING COMMONLY USEDCOMPONENTS 107

Understanding

the

_Technology

108

Smart Forms 109

The Difference between Smart Forms and HTML Forms 110

Understanding

Smart Form

_Design

110

Creating

SmartForm

Designs

111

Retrieving, Manipulating,

and

_Rendering

Structured Data 113

Implementation

117

Underthe Hood 122

Taxonomy

124

Implementation 125

Underthe Hood 128

Aliasing

130

Taxonomy

Based

_Aliasing

131

Folder Based

_Aliasing

131

RegEx

Based

_Aliasing

131

Community Aliasing

131

Manual

Aliasing

132

Implementation

132

Under the Hood 135

Multilingual

Sites 136

Designing

an Ektron

Multilingual

Website 137

Managing

the

_Displayed

Content

_Language

141

Implementation

.

142

Under the Hood 144

CHAPTER 7: THE HOMEPAGE 147

Use Case 148

Technology

150

Using Rotating Graphics

150

Adding Navigation

150

Rich Interaction

_{Using jQuery,}

Smart

Forms,

and

Handlers

151

(5)

Types

ofInteraction 151

Homepage Image

Rotator

_Using

Serialization 153

Homepage

Image Rotator

_Using

XSLT 162

Web Service Creation and

_Consumption

169

Using

Menus for

_Navigation

185

Ektron Menu Basics 185

Implementing

theGlobal

Navigation

Menu 191

Under the Hood 195

Using

Search for

_Navigation

197

Defining

Your SiteSearch

_Strategy

198

Adding

Search to the Global

_Navigation

203

Underthe Hood 205

Sitemap

and Breadcrumbs 209

Creating

Breadcrumbs for the Products Folder 210

Implementing

the Breadcrumb Server Control 212

Creating

a

Sitemap Page

213

Registration

215

Allowing a User to

Register

onthe Site 215

Allowing

Usersto

Modify

Their

Properties

218

Implementing a Password ResetFeature 219

Implementing

Facebook

Registration

220

CHAPTER 8: REACHING PROSPECTS 225

Use Case 225

Technology

227

ListSummary

228

Implementing

a Basic

ListSummary

229

Changing

the HTML

_{Markup Using}

XSLT 232

Changing

the

_Markup

Using

EKML 236

Calendars 239

Creatinga

_{System Calendar,}

UserCalendar, and

Group Calendar 240

Displaying

Events

_Using

a WebCalendar Server Control 246

Displaying

Events

_Using

a

ListSummary

Server Control 250

Displaying

Events

_Using

aContent Block Server Control 250

Display

aList of

Upcoming

Events 253

Outputting

iCal Feeds 256

(6)

Adding

an

Object

tothe DMS 257

Modifying Settings

on

Managed Objects

259

Displaying

the

_{Managed Object}

261

Alternativesto

_Using

the Ektron Framework 262

TakeHome

Points

263

CHAPTER 9: GENERATING LEADS THROUGH CAMPAIGN

OPTIMIZATION 265

Use Case 266

Understanding

the

_Technology

268

Implementation Using

Collections 270

Creating

a Collection 271

Adding

tothe Collection 272

Putting

the Collection onthe

Landing Page

273

Customizing

the Presentationof the Collection

_Widget

275 Underthe Hood: Collection Data Model 280

PageBuilder

282

Creating the Wireframe 283

Associating the Wireframetoa Folder 286

Creating

a

_Layout

Basedonthe Wireframe 286

Under the Hood 292

Widgets

297

Creating

the

_Widget

299

Under the Hood:

_Widgets

307

HTML Forms 310

Creating

a Form 310

Implementation:

The

_"Request

a Demo" Form 311

Underthe Hood: HTML Form Data Model 315

Multivariate

Testing

317

Underthe Hood: Multivariate 323

Multivariate Brief 324

Web

_Analytics

324

Traffic

_Analytics

versus Business

Analytics

324

Analytics

Reports 325

Setting Up

SiteWide Traffic

Analytics

326

Measuring

Effectivenessof the

Campaign Using

Traffic

_Analytics

328

Under the Hood:

_Analytics

329

Additional Practice

_Steps

331

(7)

CHAPTER 10: SUPPORTING CUSTOMERS 333

Understanding

the

_Technology

334

Forums 334

Blogs

334

Wiki 335

Use Case 336

Building

Forums 338

Creating

Forums in the Workarea 339

Blogs

353

Createa

Blog

in the Workarea 354

Createa

Template

witha

Blog

Server Control 358

Wikis 363

Creating

aWiki in the Workarea 364

Using

the Wiki Feature in the Site 364

Creating

a New

PageBuilder Page

365

Using

the Wiki and

_Creating

Links 367

Editing Existing

Content 369

TheSocialBar Server Control 369

Implementing theSocialBar Widget 370

Content

_Flagging

and Content Review 378

Setting Up

Flagging

Definitions 378

Implementing

the

_{ContentFlagging}

and

ContentReview Server Controls 379

Running Flagging

and Review

_Reports,

and

Moderating

Reviews 383

CHAPTER 11: IMPLEMENTING THE ONTREK SOCIAL NETWORK 389

The

_Importance

of Social

_Networking

390

Technology

391

Users,

Friends,

and Profiles 392

Understanding

the

_Friending

Process 392

Understanding

User Profile

_{Functionality}

393

Configuring Community

Member

_Templates

396

OnTrek's UserProfile User Control 397

Under the Hood 404

Community

Groups

408

HowUsers Discover

_{Community Groups}

409

Creating

a

_{Community Group}

409

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OnTrek's

Group

ProfileUser Control 412

Under the Hood 416

Dashboards 419

What'sonthe Dashboard? 419

Using

the Dashbard

_Components

and

_{Widget Spaces}

420

Activity

Streams 422

Using ActivityStreams to Your

_Advantage

422

Under the Hood 428

Micro-Messaging

433

Micro-Messaging Strategies

433

Adding Micro-Messaging

to the User Profile 435

Under the Hood 437

CHAPTER 12: CREATING THE CATALOGOF PRODUCTSFOR THE

ECOMMERCESTOREFRONT 441

Use Case 442

Understanding

the

_Technology

444

Configuring

eCommerce 444

Managing Major Configuration

Options 445

Configuring

the

_Settings

forShippingand Taxes 461

Creating

a

Catalog

and Product 467

Creating

Product

_Types

468

Creating

a

Catalog

471

Creating

a Product 473

Coupons

481

Product

_Reports

and Order

_Management

485

Reports

485

Order

Management

488

CHAPTER 13: CONSTRUCTINGTHE ONLINE STOREFRONT

WITH ECOMMERCE 491

Use Case 492

eCommerce Server Controls and

_{Implementation}

494

Browsing Experience

Controls 495

Purchase and Maintenance Controls 506

OnTrek eCommerce

_{Implementation}

516

Custom Order Workflow

525

Windows Workflow Foundation Basics 526

Creating

a Custom

Activity

527

(9)

Building

a Workflow 531

Using

aCustom Workflow in an Ektron Site 535

Building

a

Payment

Gateway

Provider 536

Brief Overview of

Payment Gateways

537

Creating a

Gateway

Provider 538

Installing

the

_Gateway

Provider into the OnTrek Website 543

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CHAPTER 14: DEPLOYING YOUR WEBSITE 547

Pre-Conditions for a Successful

Deployment

548

Creating

the

_Discovery

Collateral 548

Completion

of the

_Development

Process 549

Creating

the

_Staging

Environment 549

Content Is in a

Staged

Environment 550

Completion

of

_{System Testing}

551

Understanding

the Different

_Deployment

Scenarios 554

Understanding

the Basic

Terminology

554

Determining theContent Flow 555

Moving

Contentwith orwithout

eSync

558

Moving

Content with

_eSync

558

Moving

Content without

_eSync

561

The

_Deployment

563

Installing

Your Website on Another Server 563

Securing

the Server 567

CHAPTER 15: MAINTAINING YOUR WEBSITE 571

Creating

an Effective Maintenance Plan 571

Capturing

Data 572

Analyzing

Data 572

Acting

upon Data 573

Maintaining

Content Freshness 573

Running

Content

_Reports

574

Performing "Spot

Checks" 576

Maintaining

Availability

577

Maintaining

Performance 579

(10)

Maintaining (and Building)

Reach 582

Maintaining

Calm

_During

Disaster

_Recovery

584

CHAPTER 16: NEXT STEPS 587

Reviewing

What

You Learned 587

Connecting

with Ektron and the

Online

Community

588

AQuick Reviewof Ektron's Technical

_Support

589

Don't

_Forget

Your Account

_Manager

589

Utilizing

Ektron's Professional Services and

Training Packages

590

Leveraging

Online

_Developer

Resources

590

The Framework API 591

CMS Extensions 591

Integrating

Ektron with a Content

Delivery

Network 591

Building

Your First EktroneCommerce Site 592

Utilizing

the Ektron eCommerce APIs 592

IntroductiontotheEktron eCommerce Workflow

_Engine

592

Creating

Your Own eCommerce

_Payment

Gateway Provider 593

Hands Onwiththe Content

Targeting Widget

593

Introduction to Ektron

_eSync

593

Introduction to the Ektron

_{Marketing Optimization}

Suite 594

Ektron

_Widgets

in Version 8 594

Writing

an RIA

Application

with Ektron 594

APPENDIX A: CMS EXTENSIONS 599

Benefits of Ektron

Framework,

Version 8 599

Building

Your Extension 600

Available

Strategies

and Overrides 600

The

_Completed

Extension 602

Registering

Your Extension 603

APPENDIX B: FRAMEWORK API 605

Working

with the Framework API

605

Framework

_Object

Constructors 605

(11)

WheretoFind the Framework API 606

CRUD

_Operations

onContent 607

Create 607

Retrieve 607

Retrieving

a Listof Data 608

Update

609

Delete 609

APPENDIX C: PERFORMANCE CHECKLIST 611

Hardware

_Requirements

611

Appropriate

SQL Server

_Deployment

611

Appropriate

and Judicious

_Caching

612

Code

_Profiling

613

Compiled

Site 613

Event Error Maintenance 613

Gzip Response Compression

613

Externalize

Resources

and Use CDNs Where

_Applicable

613

Request

Minimization 614

Glossary

615