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IV. Appendixes
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IV. Appendixes
by Aniel Sud, Bill Rogers, Bill Cava
Ektron Developer's Guide: Building an Ektron Powered Website
Copyright
CREDITS
ABOUT THE AUTHORS
ABOUT THE TECHNICAL EDITORS
ACKNOWLEDGMENTS
INTRODUCTION
WHO THIS BOOK IS FOR
WHAT THIS BOOK COVERS
HOW THIS BOOK IS STRUCTURED
Part I: Getting Started
Part II: Building the TechPoint Site
Part 3: Deploying the TechPoint Site
WHAT YOU NEED TO USE THIS BOOK
CONVENTIONS
SOURCE CODE
ERRATA
P2P.WROX.COM
I. Getting Started
1. Introducing Ektron
1.1. EKTRON: THE COMPANY
1.2. EKTRON'S COMMUNITY, SUPPORT, AND SERVICES
1.2.1. Ektron's Online Community
1.2.2. Ektron Technical Support
1.2.2.1. Phone Support
1.2.2.2. Web Form Support
1.2.2.3. E-mail Support
1.2.2.4. Chat Support
1.2.2.5. Ektron Contact Method Summary
1.2.3. Ektron's Best Practices and Professional Services
1.2.4. Ektron Training
1.3. EKTRON, THE FRAMEWORK
1.3.1. All-in-One versus Best-of-Breed
1.3.2. Developing with the Ektron Framework
1.3.2.1. Server Controls
1.3.2.2. The Ektron Framework's .NET APIs, Web Services, and Extensions
1.3.2.3. Ektron PageBuilder and Widgets
1.3.2.4. Data Storage, SQL, and Stored Procedures
1.3.2.5. Framework Summary
1.3.3. System Requirements
1.4. WHO USES EKTRON?
1.5. TAKE HOME POINTS
2. The Ektron Web Project Methodology
2.1. ITERATIVE/WATERFALL VERSUS AGILE APPROACHES
2.2. THE BUSINESS CASE: WHERE IT ALL STARTS
2.3. UNDERSTANDING THE IMPLEMENTATION PROCESS
2.4. THE DISCOVERY PHASE
2.4.1. Kicking Off the Project
2.4.2. Developing a Project Plan
2.4.2.1. Gathering Business Requirements through Stakeholder Interviews
2.4.2.2. Gathering Technical Requirements
2.4.2.3. Gathering User Experience Requirements
2.4.2.4. Creating the Discovery Phase Deliverables
2.5. THE IMPLEMENTATION PHASE
2.5.1. Starting Development
2.5.2. Content Migration
2.6. THE QUALITY ASSURANCE PHASE
2.6.1. System Testing
2.6.2. User Acceptance Testing
2.7. TAKE HOME POINTS
3. The Implementation Guide
3.1. THE EKTRON APPROACH
3.2. IMPLEMENTATION GUIDE
3.3. THE ONTREK IMPLEMENTATION GUIDE
3.3.1. The Homepage
3.3.2. Product Page
3.3.3. User Dashboard Page
3.4. TAKE HOME POINTS: BEST PRACTICES FOR CREATING AN IMPLEMENTATION GUIDE
4. Configuring Your Development Environment
4.1. WHAT YOU NEED TO CONFIGURE YOUR MACHINE
4.2. INSTALLING THE FRAMEWORK
4.2.1. Development Scenarios
4.2.2. Source Control
4.2.3. Data Synchronization
4.3. FURTHER TIPS
4.4. TAKE HOME POINTS
II. Building the TechPoint Site
5. Understanding Content Management Fundamentals
5.1. LOGIN AND WORKAREA
5.1.1. Logging In and Creating a User
5.1.2. Exploring the Workarea
5.1.2.1. The Dashboard Tab
5.1.2.2. The Content Tab
5.1.2.3. The Settings and Reports Tabs
5.2. CONTENT ENTRY AND DISPLAY
5.2.1. Content Storage and Status
5.2.2. Adding and Managing Content
5.2.2.1. Creating a Content Item
5.2.2.2. Using the Content Pane Tabs
5.2.2.3. Using the Content Pane Toolbar
5.2.2.4. Viewing the Content in the Workarea
5.2.2.5. Using Toolbar Options When Editing Content
5.2.2.6. Interacting with the DMS Menu and Editing in Context
5.2.3. Using the Content Block Server Control
5.3. FOLDERS AND THE LIBRARY
5.3.1. Implementation: Adding a Folder and Managing Library Items
5.3.1.1. Navigating Folders
5.3.1.2. Creating a Folder in the Root Folder
5.3.1.3. Modify the Properties of the Folder
5.3.1.4. Navigating the Library
5.3.1.5. Adding Items to the Library
5.3.1.6. More on the Library
5.3.2. Under the Hood: Folders and Libraries
5.3.3. Folders and Library in Brief
5.4. PERMISSIONS, APPROVALS, AND ROLES
5.4.1. Understanding Permissions
5.4.2. Understanding Approval Chain Workflows
5.4.3. Understanding Roles
5.4.4. Managing Permissions and Workflow
5.4.4.1. Restricting Permissions to a Folder
5.4.4.2. Setting Up an Approval Chain
5.4.4.3. Creating a Custom Role
5.4.5. Under the Hood
5.4.5.1. Permission Types and Behaviors
5.4.5.2. Approval Chain Notes
5.4.5.3. Role Types and Actions
5.5. TAKE HOME POINTS
6. Configuring Commonly Used Components
6.1. UNDERSTANDING THE TECHNOLOGY
6.2. SMART FORMS
6.2.1. The Difference between Smart Forms and HTML Forms
6.2.2. Understanding Smart Form Design
6.2.3. Creating Smart Form Designs
6.2.4. Retrieving, Manipulating, and Rendering Structured Data
6.2.4.1. Using the Content Block Server Control
6.2.4.2. Using the .NET Framework
6.2.5. Implementation
6.2.5.1. Creating a Smart Form Design
6.2.5.2. Associating the Smart Form Design to the Content Tree
6.2.5.3. Creating Smart Form Data
6.2.6. Under the Hood
6.3. TAXONOMY
6.3.1. Implementation
6.3.1.1. Creating a Taxonomy
6.3.1.2. Assigning a Taxonomy Configuration to a Folder
6.3.1.3. Assigning Content to a Taxonomy/Category
6.3.2. Under the Hood
6.4. ALIASING
6.4.1. Taxonomy Based Aliasing
6.4.2. Folder Based Aliasing
6.4.3. RegEx Based Aliasing
6.4.4. Community Aliasing
6.4.5. Manual Aliasing
6.4.6. Implementation
6.4.6.1. Enabling URL Aliasing
6.4.6.2. Configuring Taxonomy-Based URL Aliasing
6.4.7. Under the Hood
6.5. MULTILINGUAL SITES
6.5.1. Designing an Ektron Multilingual Website
6.5.2. Managing the Displayed Content Language
6.5.3. Implementation
6.5.3.1. Enabling Support for Multiple Language Content
6.5.3.2. Setting the Default Language
6.5.3.3. Enabling Languages Your Site Will Support
6.5.4. Under the Hood
6.6. TAKE HOME POINTS
7. The Homepage
7.1. USE CASE
7.2. TECHNOLOGY
7.2.1. Using Rotating Graphics
7.2.2. Adding Navigation
7.2.2.1. Using Menu Links and Search
7.2.2.2. Adding Navigation Indicators
7.3. RICH INTERACTION USING JQUERY, SMART FORMS, AND HANDLERS
7.3.1. Types of Interaction
7.3.1.1. Adding More Than a Static Display
7.3.1.2. Returning to the Server for More Information
7.3.1.3. Examples in This Chapter
7.3.2. Homepage Image Rotator Using Serialization
7.3.3. Homepage Image Rotator Using XSLT
7.3.3.1. Creating the Custom XSLT
7.3.3.2. Debugging the XSLT in Visual Studio
7.3.3.3. Setting Code to Use the XSLT
7.3.4. Web Service Creation and Consumption
7.3.4.1. Rendering the Children of a Specific Node
7.3.4.2. Creating a Simple Handler
7.3.4.3. Using a Reusable Template to Display Items
7.3.4.4. Creating JavaScript Using jQuery to Retrieve Children
7.3.4.5. The Completed Code and Page
7.4. USING MENUS FOR NAVIGATION
7.4.1. Ektron Menu Basics
7.4.1.1. Using the Flex Menu
7.4.1.2. Using the CMS Menu
7.4.1.3. Understanding Menu Configuration Options
7.4.2. Implementing the Global Navigation Menu
7.4.2.1. Creating a Subset of the Our Company Menu
7.4.2.2. Placing a Flex Menu in the Master Page
7.4.3. Under the Hood
7.5. USING SEARCH FOR NAVIGATION
7.5.1. Defining Your SiteSearch Strategy
7.5.1.1. Including Folders in a Search Index Using Integrated Search
7.5.1.2. Searching with Social Networking
7.5.1.3. Tracking Searches with Ektron's Search Phrase Report
7.5.1.3.1. A Search Phrase Report That Lacks Sufficient Search Terms
7.5.1.3.2. Ambiguous Queries
7.5.1.3.3. Searches That Yield No Search Results
7.5.1.3.4. Misspellings
7.5.1.3.5. Overly General Search Terms
7.5.1.3.6. Popular Search Terms
7.5.2. Adding Search to the Global Navigation
7.5.3. Under the Hood
7.5.3.1. Crawling, Indexing, and Querying
7.5.3.2. Using the Search Framework APIs
7.6. SITEMAP AND BREADCRUMBS
7.6.1. Creating Breadcrumbs for the Products Folder
7.6.2. Implementing the BreadCrumb Server Control
7.6.3. Creating a Sitemap Page
7.7. REGISTRATION
7.7.1. Allowing a User to Register on the Site
7.7.2. Allowing Users to Modify Their Properties
7.7.3. Implementing a Password Reset Feature
7.7.4. Implementing Facebook Registration
7.8. TAKE HOME POINTS
8. Reaching Prospects
8.1. USE CASE
8.2. TECHNOLOGY
8.3. LISTSUMMARY
8.3.1. Implementing a Basic ListSummary
8.3.2. Changing the HTML Markup Using XSLT
8.3.3. Changing the Markup Using EKML
8.4. CALENDARS
8.4.1. Creating a System Calendar, User Calendar, and Group Calendar
8.4.1.1. User and Group Calendars
8.4.2. Displaying Events Using a WebCalendar Server Control
8.4.3. Displaying Events Using a ListSummary Server Control
8.4.4. Displaying Events Using a Content Block Server Control
8.4.5. Display a List of Upcoming Events
8.4.6. Outputting iCal Feeds
8.5. VIDEO/CUSTOMER TESTIMONIALS
8.5.1. Adding an Object to the DMS
8.5.2. Modifying Settings on Managed Objects
8.5.3. Displaying the Managed Object
8.5.4. Alternatives to Using the Ektron Framework
8.6. TAKE HOME POINTS
9. Generating Leads through Campaign Optimization
9.1. USE CASE
9.2. UNDERSTANDING THE TECHNOLOGY
9.3. IMPLEMENTATION USING COLLECTIONS
9.3.1. Creating a Collection
9.3.2. Adding to the Collection
9.3.3. Putting the Collection on the Landing Page
9.3.4. Customizing the Presentation of the Collection Widget
9.3.5. Under the Hood: Collection Data Model
9.4. PAGEBUILDER
9.4.1. Creating the Wireframe
9.4.2. Associating the Wireframe to a Folder
9.4.3. Creating a Layout Based on the Wireframe
9.4.4. Under the Hood
9.4.4.1. Understanding the PageBuilder Structure
9.4.4.2. Understanding the Difference between a Layout and a Wireframe
9.4.4.3. Understanding Storage
9.5. WIDGETS
9.5.1. Creating the Widget
9.5.1.1. Hooking to Events
9.5.1.2. Creating an Edit Interface
9.5.1.3. Handling Instance Data Storage
9.5.1.4. Handling Edit, Cancel, and Save Clicks
9.5.1.5. Rendering the Output
9.5.1.6. Associating to the Wireframe
9.5.2. Under the Hood: Widgets
9.5.2.1. Common Pitfalls
9.6. HTML FORMS
9.6.1. Creating a Form
9.6.1.1. Displaying a Form
9.6.2. Implementation: The "Request a Demo" Form
9.6.2.1. Implementation Tasks
9.6.2.2. Creating the Basic Contact Information Form
9.6.2.3. Placing the "Request a Demo" Form on the Page
9.6.3. Under the Hood: HTML Form Data Model
9.6.4. Multivariate Testing
9.6.4.1. Multivariate Section Widget
9.6.4.2. Multivariate Experiment Widget
9.6.4.3. Multivariate Target Widget
9.6.4.4. Multivariate Use Example
9.6.4.5. Creating an Experiment
9.6.4.6. Modifying the Contents of the Section Widget
9.6.4.7. Viewing the Results and Modifying the Parameters of the Experiment
9.6.5. Under the Hood: Multivariate
9.6.6. Multivariate Brief
9.7. WEB ANALYTICS
9.7.1. Traffic Analytics versus Business Analytics
9.7.2. Analytics Reports
9.7.3. Setting Up Site Wide Traffic Analytics
9.7.4. Measuring Effectiveness of the Campaign Using Traffic Analytics
9.7.5. Under the Hood: Analytics
9.8. TAKE HOME POINTS
9.9. ADDITIONAL PRACTICE STEPS
10. Supporting Customers
10.1. UNDERSTANDING THE TECHNOLOGY
10.1.1. Forums
10.1.2. Blogs
10.1.3. Wiki
10.2. USE CASE
10.3. BUILDING FORUMS
10.3.1. Creating Forums in the Workarea
10.3.1.1. Understanding the Forum Creation Flow
10.3.1.2. Creating a Discussion Board
10.3.1.3. Understanding Discussion Forum Properties
10.3.1.4. Creating Forums
10.3.1.5. Implementing the Forum Server Control
10.3.1.6. Interacting with the Forum Server Control
10.3.1.7. Additional Server Controls and APIs
10.4. BLOGS
10.4.1. Create a Blog in the Workarea
10.4.2. Create a Template with a Blog Server Control
10.4.2.1. Creating the Page that Displays the Blog
10.4.2.2. Working with the Commenting System
10.5. WIKIS
10.5.1. Creating a Wiki in the Workarea
10.5.2. Using the Wiki Feature in the Site
10.5.3. Creating a New PageBuilder Page
10.5.4. Using the Wiki and Creating Links
10.5.5. Editing Existing Content
10.6. THE SOCIALBAR SERVER CONTROL
10.6.1. Implementing the SocialBar Widget
10.7. CONTENT FLAGGING AND CONTENT REVIEW
10.7.1. Setting Up Flagging Definitions
10.7.2. Implementing the ContentFlagging and ContentReview Server Controls
10.7.3. Running Flagging and Review Reports, and Moderating Reviews
10.8. TAKE HOME POINTS
11. Implementing the OnTrek Social Network
11.1. THE IMPORTANCE OF SOCIAL NETWORKING
11.2. TECHNOLOGY
11.3. USERS, FRIENDS, AND PROFILES
11.3.1. Understanding the Friending Process
11.3.2. Understanding User Profile Functionality
11.3.3. Configuring Community Member Templates
11.3.4. OnTrek's User Profile User Control
11.3.4.1. The Friends User Control
11.3.5. Under the Hood
11.3.5.1. The ProcessRequest Entry Point in Services
11.3.5.2. Understanding the RequestAction.AddFolder Implementation
11.3.5.3. How Taxonomy Structures Relate to the Community Platform
11.3.5.4. Retrieving a List of Friends Using the API
11.4. COMMUNITY GROUPS
11.4.1. How Users Discover Community Groups
11.4.2. Creating a Community Group
11.4.2.1. The Difference between a Member User Group and a Community Group
11.4.2.2. Creating a New Community Group
11.4.3. Configuring Community Group Templates
11.4.4. OnTrek's Group Profile User Control
11.4.4.1. Main Body Functionality
11.4.4.2. Accordion Functionality
11.4.5. Under the Hood
11.5. DASHBOARDS
11.5.1. What's on the Dashboard?
11.5.2. Using the Dashbard Components and Widget Spaces
11.6. ACTIVITY STREAMS
11.6.1. Using Activity Streams to Your Advantage
11.6.1.1. Using the ActivityStream Widget to Manage Streams
11.6.1.2. Using the Server Control to Manage Streams
11.6.1.3. Querying the Activity Stream Using the Activity Stream API
11.6.1.4. Using the Activity Stream on the Community Homepage
11.6.2. Under the Hood
11.6.2.1. Enabling the Notifications and Activity Streams
11.6.2.2. Customizing Activity Messages
11.6.2.3. Creating a Custom Activity Type
11.7. MICRO-MESSAGING
11.7.1. Micro-Messaging Strategies
11.7.2. Adding Micro-Messaging to the User Profile
11.7.3. Under the Hood
11.8. TAKE HOME POINTS
12. Creating the Catalog of Products for the eCommerce Storefront
12.1. USE CASE
12.2. UNDERSTANDING THE TECHNOLOGY
12.3. CONFIGURING ECOMMERCE
12.3.1. Managing Major Configuration Options
12.3.1.1. Countries
12.3.1.2. Currencies
12.3.1.3. Card
12.3.1.4. Messages
12.3.1.5. Payment Options
12.3.1.5.1. Setting Up PayPal
12.3.1.5.2. Setting Up a Payment Gateway
12.3.1.6. Regions
12.3.2. Configuring the Settings for Shipping and Taxes
12.3.2.1. Shipping Methods, Warehouses, and Packages
12.3.2.2. Taxes
12.4. CREATING A CATALOG AND PRODUCT
12.4.1. Creating Product Types
12.4.2. Creating a Catalog
12.4.3. Creating a Product
12.4.3.1. The SmartForm Content Tabs
12.4.3.2. Creating a New Product in a Video Catalog
12.5. COUPONS
12.6. PRODUCT REPORTS AND ORDER MANAGEMENT
12.6.1. Reports
12.6.1.1. Report Types
12.6.1.2. Using the eCommerce Order Workflow
12.6.1.3. Using the Manual Workflow
12.6.2. Order Management
12.7. TAKE HOME POINTS
13. Constructing the Online Storefront with eCommerce
13.1. USE CASE
13.2. ECOMMERCE SERVER CONTROLS AND IMPLEMENTATION
13.2.1. Browsing Experience Controls
13.2.1.1. CurrencySelect Server Control
13.2.1.2. ProductSearch Server Control
13.2.1.3. ProductList Server Control
13.2.1.4. Product Server Control
13.2.1.5. Recommendation Server Control
13.2.2. Purchase and Maintenance Controls
13.2.2.1. MyAccount Server Control
13.2.2.2. OrderList Server Control
13.2.2.3. Cart Server Control
13.2.2.4. Checkout Server Control
13.2.3. OnTrek eCommerce Implementation
13.2.3.1. Understanding the Landing Page
13.2.3.2. Understanding the User Controls
13.2.3.3. Understanding the Product Detail Interface
13.2.3.4. Understanding the Server Controls
13.3. CUSTOM ORDER WORKFLOW
13.3.1. Windows Workflow Foundation Basics
13.3.2. Creating a Custom Activity
13.3.3. Building a Workflow
13.3.4. Using a Custom Workflow in an Ektron Site
13.4. BUILDING A PAYMENT GATEWAY PROVIDER
13.4.1. Brief Overview of Payment Gateways
13.4.2. Creating a Gateway Provider
13.4.2.1. Creating a New Provider from Scratch
13.4.2.2. The Authorize Method
13.4.2.3. The AuthorizeAndCapture Method
13.4.3. Installing the Gateway Provider into the OnTrek Website
13.5. TAKE HOME POINTS
14. Deploying Your Website
14.1. PRE-CONDITIONS FOR A SUCCESSFUL DEPLOYMENT
14.1.1. Creating the Discovery Collateral
14.1.2. Completion of the Development Process
14.1.3. Creating the Staging Environment
14.1.4. Content Is in a Staged Environment
14.1.5. Completion of System Testing
14.1.5.1. Functional Testing
14.1.5.2. Final User Acceptance Testing
14.1.5.3. Performance Testing
14.1.5.4. Load Testing
14.1.5.5. Stress Testing
14.1.5.6. Security Testing
14.2. UNDERSTANDING THE DIFFERENT DEPLOYMENT SCENARIOS
14.2.1. Understanding the Basic Terminology
14.2.2. Determining the Content Flow
14.3. MOVING CONTENT WITH OR WITHOUT ESYNC
14.3.1. Moving Content with eSync
14.3.2. Moving Content without eSync
14.3.2.1. Content Authoring in Production: Virtual Staging
14.3.2.2. Moving Data and/or Templates from Production to Staging
14.3.2.3. Templates Move from Staging to Production
14.4. THE DEPLOYMENT
14.4.1. Installing Your Website on Another Server
14.4.1.1. Manually Deploying Your Website
14.4.1.2. Using the Package and Deploy Tool
14.4.1.3. After the Installation
14.4.2. Securing the Server
14.5. TAKE HOME POINTS
16. Next Steps
16.1. REVIEWING WHAT YOU LEARNED
16.2. CONNECTING WITH EKTRON AND THE ONLINE COMMUNITY
16.2.1. A Quick Review of Ektron's Technical Support
16.2.2. Don't Forget Your Account Manager
16.3. UTILIZING EKTRON'S PROFESSIONAL SERVICES AND TRAINING PACKAGES
16.4. LEVERAGING ONLINE DEVELOPER RESOURCES
16.4.1. The Framework API
16.4.2. CMS Extensions
16.4.3. Integrating Ektron with a Content Delivery Network
16.4.4. Building Your First Ektron eCommerce Site
16.4.5. Utilizing the Ektron eCommerce APIs
16.4.6. Introduction to the Ektron eCommerce Workflow Engine
16.4.7. Creating Your Own eCommerce Payment Gateway Provider
16.4.8. Hands On with the Content Targeting Widget
16.4.9. Introduction to Ektron eSync
16.4.10. Introduction to the Ektron Marketing Optimization Suite
16.4.11. Ektron Widgets in Version 8
16.4.12. Writing an RIA Application with Ektron
16.5. TAKE HOME POINTS
IV. Appendixes
A. CMS Extensions
A.1. BENEFITS OF EKTRON FRAMEWORK, VERSION 8
A.2. BUILDING YOUR EXTENSION
A.2.1. Available Strategies and Overrides
A.2.2. The Completed Extension
A.2.3. Registering Your Extension
B. Framework API
B.1. WORKING WITH THE FRAMEWORK API
B.1.1. Framework Object Constructors
B.1.2. Where to Find the Framework API
B.2. CRUD OPERATIONS ON CONTENT
B.2.1. Create
B.2.2. Retrieve
B.2.3. Retrieving a List of Data
B.2.4. Update
B.2.5. Delete
B.3. TAKE HOME POINTS
C. Performance Checklist
C.1. HARDWARE REQUIREMENTS
C.2. APPROPRIATE SQL SERVER DEPLOYMENT
C.3. APPROPRIATE AND JUDICIOUS CACHING
C.4. CODE PROFILING
C.5. COMPILED SITE
C.6. EVENT ERROR MAINTENANCE
C.7. GZIP RESPONSE COMPRESSION
C.8. EXTERNALIZE RESOURCES AND USE CDNS WHERE APPLICABLE
C.9. REQUEST MINIMIZATION
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16. Next Steps
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A. CMS Extensions
Part IV. Appendixes
Appendix A
: CMS Extensions
Appendix B
: Framework API
Appendix C
: Performance Checklist
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