cms architecture template - microsoft · web viewconfigure the correct smtp server settings, and...

CMS Architecture TemplateCMS ArchitectureCLIENT NAMEDATESmooth Fusion Data Classification: MBI

2Client Name – CMS Architecture

Revision HistoryDate Version Description Author2/19/2018 V1.0 Initial Creation Brad Hunt

5/6/2019 v1.1 Updated to include new features of Sitefinity Brad Hunt

OverviewThe purpose of this document is to properly plan the CMS implementation. Additionally, this document serves as documentation post launch, and provides testing criteria where appropriate.

Sitefinity PlatformVersion 11.2Web Forms or MVC? MVC (should now always be MVC)Edition Standard License Smooth Fusion will have to purchaseLicense Ownership Smooth Fusion

HostingWhere hosted? Client Azure SubscriptionLoad Balanced? NoUses Azure local cache? YesCan write files to file system? NoAdditional notes/info

Information on Azure local cache. Learn more about load balancing.

Page TemplatesFor each page template, please complete the following information.Template Name SubpageTemplate Selector Section Client Name Here

© 2019 Smooth Fusion. All rights reserved. Proprietary & Confidential.

https://docs.sitefinity.com/use-network-load-balancing-(nlb)

http://involvenevolve.com/post/azure-app-services-hidden-gem-local-cache-feature/


GroupPages Used On About, Contact, ServicesLink to creativeNotes

Learn more about custom themes and templates.

Layout WidgetsFor each custom layout widget, please complete the following information. Layout Widget NameTool Box SectionPages Used OnNotes

Learn more about custom layout widgets.

Content Page Information and CopyThe below table is a template for the copy/content for the site. Page Title About UsPage URL /about-usPage Template SubpageParent page/Section NATitle in Content Tree

About

Show in navigation? YesDescription (< 150 chars)

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam vitae est ac neque congue interdum. Vestibulum ante ipsum.

Index This page? YesInclude in XML sitemap?

Yes

Hero Image /header-images/about-us.jpgLink to creative Hyperlink hereAdditional Notes NAContentLorem ipsum dolor sit ametLorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum sed enim lorem. Curabitur tellus lectus, congue quis justo et, ullamcorper malesuada justo. Donec at odio fermentum, tempor turpis eget, laoreet lorem. Suspendisse maximus massa et lectus euismod suscipit. Curabitur varius, massa ut pulvinar consequat, neque libero eleifend lectus, nec aliquet nunc quam nec arcu. Etiam sit amet lorem sed dolor fringilla sollicitudin at ac velit. Morbi semper justo nisi, convallis blandit magna tempus vitae.


https://docs.sitefinity.com/layout-widgets-create-custom-layout-widgets

https://docs.sitefinity.com/tutorial-style-your-website-with-custom-themes-and-templates


Phasellus elementum sodales dignissim. Donec maximus, tortor quis tincidunt dignissim, diam neque posuere ipsum, vitae viverra sapien orci mollis ligula. Mauris eu nisi nisi.

Duis id enim tellus. Suspendisse potenti. Maecenas pretium aliquam lectus, euismod accumsan diam tempor in. Etiam quis

accumsan sem, at luctus mauris. Praesent blandit, nibh a sagittis posuere, dolor lacus accumsan justo, nec

venenatis nibh massa non urna. Interdum et malesuada fames ac ante ipsum primis in faucibus.

Learn more about creating a page and page properties.

Authentication & AuthorizationAuthentication Type Out of the box SitefinityRoles Custom Role?SSO? NoNotes

Learn more about security and authentication.

NavigationNavigation built on navigation widget?

Yes

Navigation tied to content blocks? If so, describe

Tie to pages tree.

Learn more about the navigation widget. Learn more about customizing the navigation widget.

DesignFramework Boostrap, Sitefinity Link to creative filesNotesFonts

Learn more about mobile and responsive design.

Browser SupportList all browsers and devices that need to be supported and tested.Desktop Browsers Tablet/Mobile Browsers


https://docs.sitefinity.com/mobile-build-mobile-apps-and-use-responsive-design

https://docs.sitefinity.com/customize-the-navigation-widget

https://docs.sitefinity.com/navigation-widget

https://docs.sitefinity.com/administration-security-and-authentication

https://docs.sitefinity.com/create-a-page


Edge, latest version (Windows 10 OS) Safari on iPad 6th (iOS 12) Firefox, latest version (Windows 10) Safari on iPhone X (iOS 12) Safari, latest version (Mac OS Mojave) Chrome on Samsung Galaxy S9 phone (Android

8) Chrome, latest version (Windows 10 OS)

Learn more about Sitefinity supported browsers.

Documents and ImagesModule Name Document LibraryImplementation Notes

Library NameStorage ProviderWidgetCustom Widget Template

Learn more about using a CDN to hold documents and images.

Built in Modules that will be usedModule Name NewsImplementation Notes

Widget Template

Built in Modules that can be disabledModules to be disabledNotes

Learn more about activating and deactivating modules.


https://docs.sitefinity.com/activate-and-deactivate-modules

https://docs.sitefinity.com/use-cdn-storage-for-content-libraries

https://docs.sitefinity.com/system-requirements


Email SetupBelow are the SMTP settings for dev and prod. These should be setup as web.config transforms and in Sitefinity.Setup Steps 1. Administration » Settings » Advanced.

2. System » SMTP (Email Settings)3. Configure the correct SMTP server settings, and then

save the changes.4. Restart the application

Notification Steps 1. Administration » Settings » Advanced.2. Notifications » Profiles » Default.3. Configure the correct SMTP server settings, and then

save the changes.4. Make sure to check “UseAuthentication”.5. Restart the application

Allow FORM notifications to be sent

1. Administration » Settings » Advanced.2. Forms » notifications.3. Make sure to check “Enabled”.4. In the SenderProfile textbox, put “Default”5. Restart the application

More Info Administration: Configure SMTP settings.

Environment DevelopmentSMTP Server Smtp.sendgrid.netUsernamePasswordPortDefault Sender Email Address

Environment ProductionSMTP Server Smtp.sendgrid.netUsernamePasswordPortDefault Sender Email Address

Forms ModuleThe following forms will be managed through the forms module in Sitefinity.

Form Title Contact UsRestrictionsConfirmation optionSend Email notification


https://docs.sitefinity.com/administration-configure-smtp-settings


for responses to…Responses Settings

Form DefinitionField NameField WidgetField LabelField PlaceholderField Required?Required validation messageLimitation Type

Custom WidgetsFor each widget consider the following:

Widget Name Hero ImageToolbox locationDesigner Fields and typesPages this can be used on?Description of functionalityNotes

Password Reset Email SetupRecovery Email addressSetup Steps 1. Administration » Settings » Advanced.

2. Security » Membership Providers » Default » Parameters.

3. Setup the following parameters: recoveryMailAddress

( From: email address that will appear in the password recovery email message. )

enablePasswordResetThis parameter configures whether user passwords can be reset. Set it to true and save changes.

4. Restart the applicationYou are now able to successfully reset user passwords. A password reset email will be successfully sent to the user with a new password.

Dependencies Make sure SMTP is setup first.Email Body If you need to change the email body of the password

recovery email:1. Administration » Labels & Messages



2. Search for LostPasswordEmailBody3. Edit and save

These emails appear to be text only,

Classifications and CategoriesUse tags? YesUse Categories? YesNotes

Learn more about taxonomies.

AnalyticsAnalytics UsedTracking Code/JavaScriptConfigure analytics module?Notes

Site SecuritySSL required?Use OOTB or custom web.configs?Encryption Needed? Where?Notes

Exception HandlingWill site track exceptions?Method (email or Rollbar)Notes

301 RedirectsUse redirects?OOTB or web.configPage redirect Mapping


https://docs.sitefinity.com/overview-classify-your-content-using-taxonomies


Notes

Learn about additional URLs in Sitefinity.

Performance OptimizationCaching setup? Change the default output cache settings (Administration -

> Settings -> Advanced -> System -> Output Cache Settings -> Output Cache Profiles -> Standard Caching)

Update Duration from 120 (2 minutes) to 1200 (20 minutes) .. Or even 86400 (24 hours)

Check the 'Wait for page OutputCache to fill' checkbox. This indicates whether page should be served only once before its output cache is filled. If not, the page is served directly from database. Too many requests will cause site slowness until it gets into the cache. See link below for more.

Debug mode?Script and style sheets combined?Content compression?SSL offloading?

Learn more about performance optimization Learn about improving application startup time

Sitefinity Backend Page DesignAdd New Menu OptionMenu Option NameMenu Children:Notes

SitemapProvide the URLs for search engine XML sitemap as well as customer facing version.XML Sitemap Configure the XML sitemap:

1. Administration Sitemap2. Click on link “Change settings”3. Uncheck Compress4. Click “Save Changes”5. Click “Generate Now” button6. You should see a link appear on the screen similar

to http://localhost/sitemap/sitemap.xml7. Open the link to ensure the sitemap was

generated properly.


http://www.sitefinity.com/blogs/boyan-barnevs-blog-/2014/11/28/improve-the-application-start-up-and-the-effects-of-page-templates-changes-for-websites-with-heavy-load

https://docs.sitefinity.com/administration-performance-optimization

https://docs.sitefinity.com/administration-add-additional-urls-to-a-page


Customer Facing Sitemap

Create a sitemap page1. Add a page to the tree called sitemap.aspx2. Select appropriate page template.3. Add a navigation widget.4. Set widget to use “sitemap” template.

Notes This will need to be updated before launch and the sitemap regenerated.

Check to ensure any custom module detail pages are included in the sitemap if required.

Learn about the XML sitemap generator.

Custom Dynamic ModulesFor each module, please complete the following:Module NameModule ContainsField Identifier (short text)Fields on Back End Page

Module DefinitionField NameData TypeRequired?

Instructional Text:Limitations:

Learn how to suppress security checks when programmatically adding content to a dynamic module.

WorkflowsWorkflow Type Approval before publishing, 2 levels of approval before

publishing, noneSet Approvers List RolesScope All content and pages or selected onlyWho can skip workflow? Approvers, Administrators?Notes

Learn more about workflows.


https://docs.sitefinity.com/overview-content-lifecycle-and-workflow

http://knowledgebase.progress.com/articles/Article/Exception-when-uploading-doc-using-the-API-when-user-is-not-logged-in

https://docs.sitefinity.com/sitemap-generator


Integrations with third-party systemsFor each integration, provide relevant details about usage, authentication and how the system is integrated into this site.Integration NameDescriptionType of IntegrationAPI URLUsernamePasswordPost DataResponse DataLink to DocumentationNotes

SearchSearch Index nameScope (Content Types Indexed)Additional fields for indexing?Notes

Learn more about creating search indexes. Learn more about customizing search results. Learn how to exclude a custom widget from search results.

Cookie BannerCookie Banner Needed NANotes

Content SyncingSite sync used? NAURL where content will syncUsernamePassword

Learn more about Site Sync.


https://docs.sitefinity.com/synchronize-data-between-two-servers

http://knowledgebase.progress.com/articles/Article/how-to-exclude-mvc-widget-from-search

https://docs.sitefinity.com/for-developers-customize-search-results-by-overriding-the-searchresults-class

https://docs.sitefinity.com/administration-create-search-indexes


LocalizationLanguage(s)Localization Services needed?Content Handoff?Localization Strategy?(e.g. OOTB Sitefinity, custom)

Learn more about localization. Learn more about XLIFF files for use with external translation agencies.

PersonalizationIf this site will use personalization, include info below for each segment.Segment NameDescriptionCharacteristic(s)Pages Used onNotes

Learn more about personalization.

Web Security ModuleMake sure this module is enabled under Administration » Modules & Services. Then look under Administration » Basic Settings » Web Security.

Security Policy Trusted SourcesEnabled TrueAny Content 'self'Scripts 'self'

'unsafe-inline''unsafe-eval'*.googleapis.com*.gstatic.comwww.google.com*.google-analytics.comapis.google.comconnect.facebook.netajax.aspnetcdn.comhttps://www.youtube.com/iframe_apiplatform.twitter.comhttps://syndication.twitter.com/https://s.ytimg.comhttps://publish.twitter.com


https://docs.sitefinity.com/overview-personalization

https://docs.sitefinity.com/translation-service

https://docs.sitefinity.com/for-developers-localize-pages-and-content


*.twimg.complatform.linkedin.comhttp://platform.stumbleupon.com/1/widgets.jshttps://dec.azureedge.net/munchkin.marketo.net*.eloqua.comjs.hs-scripts.comjs.hs-analytics.netuse.fontawesome.comstackpath.bootstrapcdn.com

Styles 'self''unsafe-inline'*.googleapis.com*.gstatic.comnetdna.bootstrapcdn.comkendo.cdn.telerik.comwww.google.comhttps://dec.azureedge.netplatform.twitter.com/css/*.twimg.com

FontsImagesVideoAudio

Security Policy Public Keys for Web ServersEnabled TrueNotes

Security Policy Referrer InformationEnabled TrueReferrer Information Policy

Security Policy HTTP strict transport securityEnabled TrueMax Age 31536000 SecondsInclude Subdomains True

Security Policy Prevention of styles and scripts sniffingEnabled TrueNotes

Security Policy Control of embedding your content



Enabled TrueYour content can be embeded in <iframe> or <object>…

Nowhere, only on pages from same site, on pages from other sites

Security Policy Prevention of cross-site scripting attackEnabled TrueIf a cross-site scripting attack is detected...

Block rendering of the whole page,Sanitize the page (remove the unsafe parts only),Sanitize the page and report a violation (for Google Chrome only),Do nothing

Learn more about the web security module

Non-Relevant Architecture SectionsTHE FOLLOWING SECTIONS ARE NOT RELEVANT FOR THIS IMPLMENTATION BUT ARE INCLUDED BELOW FOR REFERNCE.


https://www.progress.com/documentation/sitefinity-cms/web-security-module