wex v8 pot-l1 web experience user tour

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Lab 1 Web Experience V8 User TourIntroduction to the Web Experience (WebSphere Portal and Web Content Manager) User Interface

Lab Exercises

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Contents

OVERVIEW............................................................................................................................................................4INTRODUCTION..................................................................................................................................................................4REQUIREMENTS.................................................................................................................................................................4

LAB 1 WEB EXPERIENCE V8 USER TOUR...................................................................................................................51.1 DISCOVER CTC DEMO SITE.............................................................................................................................................5

1.2 RATE AND TAG CONTENT..............................................................................................................................................131.3 CREATING A NEW PROJECT..........................................................................................................................................181.4 CHANGING A PAGE AND CONTENT..............................................................................................................................201.5 ADDING A NEW PAGE.....................................................................................................................................................241.6 VIEW THE PROJECT........................................................................................................................................................28

1.7 PUBLISHING THE PROJECT...........................................................................................................................................29

APPENDIX A BACKING OUT CHANGES FROM A PROJECT................................................................................................34APPENDIX B NOTICES.............................................................................................................................................................35APPENDIX C TRADEMARKS AND COPYRIGHTS..................................................................................................................37

Web Experience v8 PoT Page 2

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Overview

Web Experience V8 Quick User Tour

IntroductionThis is lab one for the PoT. The purpose is to take a quick tour of some of features of IBM WebSphere Portal and IBM Web Content Manager (WCM). It introduces also the out of the box content from WCM Content Template Catalog (CTC). This solution is available for free to all WCM customers and installs on top of an existing WCM 7.0.0.1 CF8 or 8 installation. More details may be found here: http://www-10.lotus.com/ldd/portalwiki.nsf/dx/IBM_Content_Templates_Catalog_V3.0.

RequirementsVMware image for Web Experience 8 labs.


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Lab 1 Web Experience V8 User Tour

IBM WebSphere Portal and Web Content Content Manager V8 have further extended the exceptional web experience capabilities for the next generation of the Portal. In this Lab, we will take you through a User Inteface tour of V8.

You will explore out-of-box features demonstrating how simple it is to use the features and capabilities; we will explore the following:

(1) Explore the default CTC Demo site

(2) Tagging and Rating, and Tag Center

(3) Create a new project

(4) Change a Page and Content

(5) View the Project

(6) Publishing the Project

1.1 Discover CTC Demo site

In this section, you will learn how to use the IBM Web Content Manager CTC Demo site for WebSphere Portal to get a quick idea of what CTC may bring to your company. In this site, you will learn to navigate through the site, change existing content and add new content. Once you have installed CTC on your machine, you will find the CTC Demo site on the top of your navigation.

__1. In a new browser window log into the Portal site using the following URL http://portalww.ibm.com:10039/wps/portal .

It is best to launch the portal from the link in the Firefox browser.

Page 4 Lab 1 Web Experience V8 User Tour

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__2. Then select CTC Demo to go to the home page of the CTC Demo site.

__3. The home page, based on the landing page template, shows different promotions with some paging handling. It also shows information coming from other places in the site. The Design and Developer Track information are coming from the Design and Developer Track page under Program. The sidebar entries of Visiting Sydney from the Location and Why attend Experience from the Overview under About. Finally, the Landing Speakers Covering Hot Topics gets its information from the Program pages again. In the navigation you can go to these pages and you also have an additional Blog, Contact and Registration page.


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__4. First have a look at the controls on the promotion. It allows you to quickly walk through the different available promotions.


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__5. Then select the Case Studies. Examples. Hard-won lessons. Better approaches to customer experiences promotion (or wait when it comes around) and click on the image above. This brings you to the Program page and introduces you to more details on the different Design and Developer tracks. Notice that the same introduction is used as in the home page. This shows the reuse functionality of WCM. Now go directly to one of the tracks. Click on the Consistent, engaging experiences that respond dynamically to the user, their context and their devices image.


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__6. Here you find details on this track. It is an event under the Program Development Track. It shows the full description in the main column on the left and event details and connect information on the right.

__7. In the Connect part, you find options to share this information with Facebook and Twitter. If you have accounts on this, you may click on these options to share. Click on Tweet, and you'll be prompted to share this link with Twitter.


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__8. You also find ways to send e-mails to people and print the page, and place holders to implement even phone call integration.

__9. Now go the Registration page. Click on Registration.


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__10. This shows the frequently asked questions with its questions and answers on the same page, based on the FAQ Index/Detail template. To see any answer, just click on the question, eg. 1. What is the refund policy?

1.2 Rate and tag content

You can rate and tag pages, portlets and content and have a tag center available to check for all items tagged with the same tag. These can be synchronized with the tags from IBM Connections. You need to be logged in to be able to tag or rate any item in the portal.

__11. Log in first. Click on Log In.

__12. Login with the credentials for branney (password is passw0rd) and click Log In.


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__13. Then go to the CTC Demo again, and tag a page first. Select Program Development Track. Select Actions Tag... and notice the other page actions on analytics and the possibility to verify how a page looks like for another person, using impersonate.


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__14. Tag it with developer (notice that you may control the language of your tags). Save and Close it. To find these tag details for the page, just select Action Tag... again.

__15. Now select the AJAX Workshop entry listed in the Recent Sessions section of the page. Click on the rating . This allows you to add your individual rating to the public one. Choose any rating and click Save to store and Close.


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__16. Notice your rating in the page now. Scroll down and click on after the Add Tags to add your own tag. Click Save and Close.

__17. And your content is tagged. Click on developer:

__18. This brings you to the tag center which contains all content and pages that are tagged and allows you to find more information on your tag or others that appear in the tag cloud on the left.


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1.3 Creating a new project

You will now make some changes to the site in a controlled way. This is done using projects.

__19. Navigate to the CTC Demo home page again. Since you have Edit authorization on the page you see the Edit Mode and Viewing Status that indicates you are looking at the published site.

__20. Hovering over the Published Site information reveals a drop down arrow. Select this arrow to see the project information. This view would allow you to select an existing project in process and view the site pages with all changes in a project or you can create a new project for your changes.

__21. Select the Edit Mode link to prepare the page for changes.


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__22. The Site Toolbar is now available. Create a new Project for your site changes named Bill Ranney CTC Changes

__23. Note that the Page Status changes to indicate that all changes will go into your new project.

1.4 Changing a Page and Content

Changes to the page such as layout, styles, new/delete portlets as well as moving portlets will all be stored within the project.

__24. First of all, have a quick look at the page properties. Click Edit in the Page Properties box as shown.


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__25. And have a look around at the general, cache, security, localization and advanced parameters. Then click Cancel or close the window.


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__26. While in edit mode for your new project, move the Why attend Experience? portlet to the top of the the right column.

__27. Add a new Teaser portlet to the page, under the main message on the left.


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__28. Next change the Style to blue and save the page as a draft.

__29. Using the In line editing icons, edit the Teaser content to include information on a Birds of a Feather session.


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__30. Add in some information about the Birds of a Feather sessions that are being planned. Save and Close the draft content.

__31. Your project should contain the page as well as your new content.

1.5 Adding a new page

Additional pages can be created using page templates and added to the project as well.

__32. You will be adding a new page for the BOF sessions under the Programs navigation. Select the Program page.


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__33. Next select the More drop down in the Site Toolbar and choose New Child Page... Notice the other page options, such as move and delete, and the analytics, preview, share and layout options.


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__34. Name the page BirdsOfAFeather with Friendly name of BOF and use the Articles template. Have a quick look at all templates delivered out of the box with the CTC of which you have already seen several in the CTC Demo site (such as Events and FAQs).

__35. Change the page layout to use the change_layout_4rowwithneav layout, Save as Draft.

__36. Position the portlets as shown and Save as Draft once more. Note that all the content as well as the pages have been saved to the project.

__37. The sample content for the Articles as well as the list description can be changed to reflect the BOF sessions that will be held. If you have time, feel free to change these items.


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1.6 View the project

To validate all the changes, you will want to preview the site in the context of the project.

__38. Switch to View Mode to see the site with all the changes. Navigate to the BOF page as well as the Home page.


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__39. All your changes are in the project but they are not available on the published site. To validate this, switch the view to the published site.


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__40. You should not see any of your changes.

__41. Click the Logout link to logout from the portal.

1.7 Publishing the Project

Each item in a project may have it's own workflow approval process. Once an item is in publish state with in a project it is marked as Pending Publish. None of the Pending Published items will be published to the site until the project is Published.


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__42. Login as a page approver with credentials wpadmin/password.

__43. Navigate to the CTC Demo and select Edit Mode on the page with Bill's project.

__44. Select to Manage the Project

__45. Select all the draft items and Approve from the More drop down.


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__46. Now you may Publish the project.


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__47. Your project is now published and all the changes are available on the published view.

In this lab you have discovered the CTC Demo site, learned how to tag and rate pages, portlets and content and created a new project to contain changes to your site including multiple changes to a page and content as well as adding a new page with content. All the changes were then approved individually and then the entire project was published to the site.

If you examine the project in edit mode you will also see additional options for publishing the project approvals and even custom actions.

.

Often changes to a website will be made by several users including business users, administrators and designers. Once all the changes have been made, previewed and approved a final approval for all the changes can be made so that all the changes are published to the production site at once.

Manage pages uses a WCM project as the container for all the changes. A simple dashboard shows what items are in the project as well as allows users to view the site as if all project items have been published.

The editor tools are found everywhere where the content is managed in the pages and you have the correct rights.

You have successfully completed this lab !


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Appendix A Backing out changes from a project.

Projects that have been published are no longer available in the Preview mode for the site. You can access them in the WCM authoring environment.

The project will record the items that were new to the site as well as the version number of any updated items. The new items would need to be deleted and the updated items would need to be reverted as a draft and then republished from an older version.


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Appendix B Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Appendix Page 29

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Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM's future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. All references to fictitious companies or individuals are used for illustration purposes only.

COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs.


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Appendix C Trademarks and copyrights

The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both:

IBM AIX CICS ClearCase ClearQuest CloudscapeCube Views DB2 developerWorks DRDA IMS IMS/ESAInformix Lotus Lotus Workflow MQSeries OmniFindRational Redbooks Red Brick RequisitePro System i

System z Tivoli WebSphere Workplace System p

Adobe, Acrobat, Portable Document Format (PDF), and PostScript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, other countries, or both.

Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, other countries, or both and is used under license therefrom.

Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. See Java Guidelines

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

ITIL is a registered trademark and a registered community trademark of the Office of Government Commerce, and is registered in the U.S. Patent and Trademark Office.

IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce.

Other company, product and service names may be trademarks or service marks of others.

Appendix Page 31

Copyright IBM Corporation 2011

The information contained in these materials is provided for

informational purposes only, and is provided AS IS without warranty

of any kind, express or implied. IBM shall not be responsible for any

damages arising out of the use of, or otherwise related to, these

materials. Nothing contained in these materials is intended to, nor

shall have the effect of, creating any warranties or representations

from IBM or its suppliers or licensors, or altering the terms and

conditions of the applicable license agreement governing the use of

IBM software. References in these materials to IBM products,

programs, or services do not imply that they will be available in all

countries in which IBM operates. This information is based on

current IBM product plans and strategy, which are subject to change

by IBM without notice. Product release dates and/or capabilities

referenced in these materials may change at any time at IBMs sole

discretion based on market opportunities or other factors, and are not

intended to be a commitment to future product or feature availability

in any way.

IBM, the IBM logo and ibm.com are trademarks or registered

trademarks of International Business Machines Corporation in the

United States, other countries, or both. If these and other IBM

trademarked terms are marked on their first occurrence in this

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the time this information was published. Such trademarks may also

be registered or common law trademarks in other countries. A current

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trademark information at ibm.com/legal/copytrade.shtml

Other company, product and service names may be trademarks or

service marks of others.

ContentsOverviewIntroductionRequirementsVMware image for Web Experience 8 labs.

Lab 1 Web Experience V8 User Tour 1.1 Discover CTC Demo site1.2 Rate and tag content1.3 Creating a new project1.4 Changing a Page and Content1.5 Adding a new page1.6 View the project1.7 Publishing the Project

Appendix A Backing out changes from a project.Appendix B NoticesAppendix C Trademarks and copyrights

wex v8 pot-l1 web experience user tour

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