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A Tale of Two WQS Implementations!
About Me

          !   President and CTO of Tribloom Inc.
          !   Customizing Alfresco since 2008
          !   Many website and customized Share
              implementations on Alfresco
          !   Would like to share my experiences with WQS

          !   Twitter: MMcCarthy01
          !   Blog: www.tribloom.comblogsmichael




11/3/11                         © Tribloom, Inc. 2011       2
What are we talking about?

          !     Background
          !     Web Quick Start
          !     Website
          !     Intranet
          !     Demo
          !     Q&A




11/3/11                           © Tribloom, Inc. 2011   3
Background

Client Seeking:
          !   Document management
          !   Website
          !   Intranet
Leading To:
          !   Increased process automation
          !   Reduced operating costs
The Answer?
          !   Alfresco




11/3/11                         © Tribloom, Inc. 2011   4
Document Management – High Level

Goals:
          !   Replace existing shared drive infrastructure
          !   Each department has its own folder on shared drive
          !   Some documents on shared drive are shared on
              company intranet
Implementation:
          !     Use company AD server for SSO
          !     Create Share site templates for departmental sites
          !     Bulk load some content
          !     Custom versioning scheme
          !     UI customizations
          !     Content modeling
11/3/11
          !     Advanced Workflow   © Tribloom, Inc. 2011            5
Website- High Level

Goals:
          !   Simple, professional, website for marketing and
              information
          !   Content for website should be managed outside of IT
              department
          !   Outside company produced website design
Implementation:
          !   Create company theme in WQS
          !   Custom pages, templates, and components
          !   Incorporate Lightbox for “image gallery”



11/3/11                         © Tribloom, Inc. 2011           6
Intranet – High Level

Goals:
          !     Display links to content from departmental sites
          !     Display area for company links and applications
          !     Provide FAQ functionality
          !     Departments responsible for their own content
          !     Site search should find content in departmental sites
Implementation:
          !   Tie Share site content to Web Quick Start site using
              aspects, associations, and behaviors
          !   FAQs articles are tagged to allow sorting
          !   Modify search query to return all content


11/3/11                             © Tribloom, Inc. 2011            7
Web Quick Start

          !   Why Web Quick Start
          !   How do you customize WQS (Surf)
          !   How do you customize WQS (WQS API)




11/3/11                        © Tribloom, Inc. 2011   8
Why Web Quick Start?

Speed
          !   Quick implementation, about 5 weeks each
Ease of Use
          !   The end user can easily maintain existing content
              and add new content without any technical skills
Ease of Implementation
          !   Easy integration with Alfresco repository
          !   WQS uses technologies we already know from
              Alfresco (CMIS, Surf, Webscripts)




11/3/11                          © Tribloom, Inc. 2011            9
How Do You Customize WQS? (Surf)

          !   Sample finance and government sites are Spring Surf
          !   Similar to Share, overwrite or add “web” assets such
              as JS, CSS, and images in webapps/wcmqs
               !  js
               !  css
               !  images
          !   Recommended method is to create directories under
              webapps/wcmqs/WEB-INF/classes/surf
               !  site/pages – for XML files
               !  site/templates – for XML files
               !  Templates – for Freemarker files
               !  Webscripts – for webscript files

11/3/11                          © Tribloom, Inc. 2011           10
Surf Override File Structure




11/3/11                © Tribloom, Inc. 2011   11
Surf Override File Structure (cont)




11/3/11                © Tribloom, Inc. 2011   12
How Do You Customize WQS? (WQS API)

WQS API
          !   The WQS API is written in Java and uses Spring
          !   Create subclasses as necessary and load them using
              Spring
               !  Subclass:



             !  Spring bean:




11/3/11                         © Tribloom, Inc. 2011          13
How Do You Customize WQS? (WQS API)

          !   Can build against WQS client API jar
               !  /webapps/wcmqs/WEB-INF/lib/*
          !   May need to download the WQS source code and
              modify classes for extension
               !  Before:




            !  After:




11/3/11                        © Tribloom, Inc. 2011         14
The Website

          !   Platform
          !   The good
          !   The bad
               !  Publishing
          !   Customization details
               !  Theme
               !  Pages, Templates,
               & Components
               !  Webscripts
               !  Information schema
               !  Image gallery


11/3/11                           © Tribloom, Inc. 2011   15
The Platform

          !     SUSE Linux 11.1
          !     MySQL 5.5.8
          !     Tomcat 6.0.29
          !     Java 1.6.0_24
          !     Alfresco 3.4.2 initially, later Alfresco 3.4.3
                 !  There is a CMIS bug in 3.4.2




11/3/11                               © Tribloom, Inc. 2011      16
WQS Implementation #1 – The Website

          Old                               New




11/3/11             © Tribloom, Inc. 2011         17
The Website

The Best Of Times
          !   OOTB Finance and Government sites easy to modify
          !   Very little customization
          !   Most work was creating theme from static designs




11/3/11                         © Tribloom, Inc. 2011            18
The Website

The Worst Of Times
          !   Download documents does not work OOTB (in IE)
              (this has been fixed in later versions)
          !   Publishing from editorial to live is not cross server
              OOTB, only simple single server publishing is
              supported OOTB without customization




11/3/11                           © Tribloom, Inc. 2011               19
Single Server Publishing

                            Supported OOTB
                                      !   Transfer Service used
                                          internally for Editorial to
                                          Live publishing




11/3/11               © Tribloom, Inc. 2011                         20
Two Server Publishing

Not Supported OOTB
          !   Option 1: Replicate
              Editorial to Delivery
              and republish from
              Editorial to Live there
          !   Option 2: Publish on
              Editorial and transfer
              from Editorial to
              Delivery
             !  Use
                onEndInboundTransfer
                policy to hook into
                Editorial Editorial to Live
                transfer and begin
                transfer to Delivery Live
11/3/11                                 © Tribloom, Inc. 2011   21
Website Customization Details

          !   Theme
               !  Duplicate existing theme and modify CSS and
                  images /webapps/wcmqs/css/<theme>/*
                !  styles.css
                !  Some image files
             !  Create custom pages, templates, components and
                webscripts




11/3/11                               © Tribloom, Inc. 2011     22
Surf Page

          !   Surf page XML binds to a URI
          !   Defines template instance
          !   Defines components




11/3/11                          © Tribloom, Inc. 2011   23
Surf Template and Template Instance

          !   Defines template
          !   Defines components




          !   Binds components to regions




11/3/11                            © Tribloom, Inc. 2011   24
Webscript

          !   Descriptor



          !   Controller




11/3/11                    © Tribloom, Inc. 2011   25
Webscript (cont)

          !   View




11/3/11              © Tribloom, Inc. 2011   26
Website Customization Details (cont)

          !   WQS Share site information schema
               !  Create folders and collections (i.e. for image
                  collections on the side of each page)




11/3/11                            © Tribloom, Inc. 2011           27
Website Customization Details (cont)

          !   Image Gallery
               !  WQS already uses LightBox, incorporated it into
                  site to allow image gallery functionality




11/3/11                           © Tribloom, Inc. 2011             28
The Intranet

          !   The good
          !   The bad
          !   Customization details
               !  Non WQS content
                !  Content model
                !  Object diagram
                !  Policies
                !  API extenstions
                !  Pages, Templates,
                   & Components
                !  Searcy query
             !  Information Schema


11/3/11                                © Tribloom, Inc. 2011   29
WQS Implementation #2 – The Intranet

          Old                               New




11/3/11             © Tribloom, Inc. 2011         30
The Intranet

The Best of Times
          !   It is easy to use the WQS API to access properties of
              content that are not directly exposed via the API
          !   It is easy to override the search query




11/3/11                           © Tribloom, Inc. 2011               31
The Intranet

The Worst of Times
          !   The WQS API needed some changes in order to
              usefully extend the core classes (this has been fixed
              in later versions)
          !   The Editorial to Live process does not work well with
              outside associations on WQS content, we needed to
              modify the process to re-create the association at
              the end of the transfer (this process is very similar to
              how you would create a two server publishing
              scheme)




11/3/11                           © Tribloom, Inc. 2011              32
Intranet Customization Details

          !   Biggest customization to display non-WQS content
               !  Content model changes
                !  New aspects (internal/external links)
                !  Custom WQS article subclass with association to Share
                   site content




11/3/11                            © Tribloom, Inc. 2011                   33
Object Diagram


                                                                 ws:article


            fni:intranetContent                           fni:article       fni:site


                                                                 ws:image
          fni:intranetExternalLink

                                                                  fni:app




11/3/11                           © Tribloom, Inc. 2011                                34
Intranet Customization Details

          !  Behaviors (Policies)
             !  Automatically create content in WQS when aspect added,
                move when renamed or moved (need to move not
                rename for QName path to be accurate)
                  !  onAddAspect
                  !  onMoveNode
             !  Automatically delete content from WQS when aspect
                removed or deleted
                  !  onRemoveAspect
                  !  beforeDeleteNode
          !  Extensions to WQS API to handle non-WQS
             content
             !  AssetFactoryWebscriptImpl
             !  AssetImpl


11/3/11                         © Tribloom, Inc. 2011                35
Intranet Customization Details (cont)

             !  Custom components and webscripts to display
             !  Search modifications (updated query to include
                associated non-WQS content)
                !  Duplicate
                   org.alfresco.module.org_alfresco_module_wcmquickstar
                   t.webscript.AssetSearch with corresponding descriptor
          !   Other customizations
               !  Custom components and webscripts for “Apps”,
                  “Corporate Sites”, and FAQ
               !  Create folders and collections to easily maintain




11/3/11                            © Tribloom, Inc. 2011               36
Conclusion

          !   Building websites is quick and relatively painless
              using WQS
          !   Since WQS uses Surf for a front end OOTB, it is easy
              to learn and requires little coding to create a custom
              feeling website
          !   WQS provides easy management of website content
              for end users




11/3/11                           © Tribloom, Inc. 2011            37
Demo




11/3/11   © Tribloom, Inc. 2011   38
Q&A




11/3/11   © Tribloom, Inc. 2011   39

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WCM-8 A Tale of Two Web Quick Start Implementations

  • 1. A Tale of Two WQS Implementations!
  • 2. About Me !   President and CTO of Tribloom Inc. !   Customizing Alfresco since 2008 !   Many website and customized Share implementations on Alfresco !   Would like to share my experiences with WQS !   Twitter: MMcCarthy01 !   Blog: www.tribloom.comblogsmichael 11/3/11 © Tribloom, Inc. 2011 2
  • 3. What are we talking about? !   Background !   Web Quick Start !   Website !   Intranet !   Demo !   Q&A 11/3/11 © Tribloom, Inc. 2011 3
  • 4. Background Client Seeking: !   Document management !   Website !   Intranet Leading To: !   Increased process automation !   Reduced operating costs The Answer? !   Alfresco 11/3/11 © Tribloom, Inc. 2011 4
  • 5. Document Management – High Level Goals: !   Replace existing shared drive infrastructure !   Each department has its own folder on shared drive !   Some documents on shared drive are shared on company intranet Implementation: !   Use company AD server for SSO !   Create Share site templates for departmental sites !   Bulk load some content !   Custom versioning scheme !   UI customizations !   Content modeling 11/3/11 !   Advanced Workflow © Tribloom, Inc. 2011 5
  • 6. Website- High Level Goals: !   Simple, professional, website for marketing and information !   Content for website should be managed outside of IT department !   Outside company produced website design Implementation: !   Create company theme in WQS !   Custom pages, templates, and components !   Incorporate Lightbox for “image gallery” 11/3/11 © Tribloom, Inc. 2011 6
  • 7. Intranet – High Level Goals: !   Display links to content from departmental sites !   Display area for company links and applications !   Provide FAQ functionality !   Departments responsible for their own content !   Site search should find content in departmental sites Implementation: !   Tie Share site content to Web Quick Start site using aspects, associations, and behaviors !   FAQs articles are tagged to allow sorting !   Modify search query to return all content 11/3/11 © Tribloom, Inc. 2011 7
  • 8. Web Quick Start !   Why Web Quick Start !   How do you customize WQS (Surf) !   How do you customize WQS (WQS API) 11/3/11 © Tribloom, Inc. 2011 8
  • 9. Why Web Quick Start? Speed !   Quick implementation, about 5 weeks each Ease of Use !   The end user can easily maintain existing content and add new content without any technical skills Ease of Implementation !   Easy integration with Alfresco repository !   WQS uses technologies we already know from Alfresco (CMIS, Surf, Webscripts) 11/3/11 © Tribloom, Inc. 2011 9
  • 10. How Do You Customize WQS? (Surf) !   Sample finance and government sites are Spring Surf !   Similar to Share, overwrite or add “web” assets such as JS, CSS, and images in webapps/wcmqs !  js !  css !  images !   Recommended method is to create directories under webapps/wcmqs/WEB-INF/classes/surf !  site/pages – for XML files !  site/templates – for XML files !  Templates – for Freemarker files !  Webscripts – for webscript files 11/3/11 © Tribloom, Inc. 2011 10
  • 11. Surf Override File Structure 11/3/11 © Tribloom, Inc. 2011 11
  • 12. Surf Override File Structure (cont) 11/3/11 © Tribloom, Inc. 2011 12
  • 13. How Do You Customize WQS? (WQS API) WQS API !   The WQS API is written in Java and uses Spring !   Create subclasses as necessary and load them using Spring !  Subclass: !  Spring bean: 11/3/11 © Tribloom, Inc. 2011 13
  • 14. How Do You Customize WQS? (WQS API) !   Can build against WQS client API jar !  /webapps/wcmqs/WEB-INF/lib/* !   May need to download the WQS source code and modify classes for extension !  Before: !  After: 11/3/11 © Tribloom, Inc. 2011 14
  • 15. The Website !   Platform !   The good !   The bad !  Publishing !   Customization details !  Theme !  Pages, Templates, & Components !  Webscripts !  Information schema !  Image gallery 11/3/11 © Tribloom, Inc. 2011 15
  • 16. The Platform !   SUSE Linux 11.1 !   MySQL 5.5.8 !   Tomcat 6.0.29 !   Java 1.6.0_24 !   Alfresco 3.4.2 initially, later Alfresco 3.4.3 !  There is a CMIS bug in 3.4.2 11/3/11 © Tribloom, Inc. 2011 16
  • 17. WQS Implementation #1 – The Website Old New 11/3/11 © Tribloom, Inc. 2011 17
  • 18. The Website The Best Of Times !   OOTB Finance and Government sites easy to modify !   Very little customization !   Most work was creating theme from static designs 11/3/11 © Tribloom, Inc. 2011 18
  • 19. The Website The Worst Of Times !   Download documents does not work OOTB (in IE) (this has been fixed in later versions) !   Publishing from editorial to live is not cross server OOTB, only simple single server publishing is supported OOTB without customization 11/3/11 © Tribloom, Inc. 2011 19
  • 20. Single Server Publishing Supported OOTB !   Transfer Service used internally for Editorial to Live publishing 11/3/11 © Tribloom, Inc. 2011 20
  • 21. Two Server Publishing Not Supported OOTB !   Option 1: Replicate Editorial to Delivery and republish from Editorial to Live there !   Option 2: Publish on Editorial and transfer from Editorial to Delivery !  Use onEndInboundTransfer policy to hook into Editorial Editorial to Live transfer and begin transfer to Delivery Live 11/3/11 © Tribloom, Inc. 2011 21
  • 22. Website Customization Details !   Theme !  Duplicate existing theme and modify CSS and images /webapps/wcmqs/css/<theme>/* !  styles.css !  Some image files !  Create custom pages, templates, components and webscripts 11/3/11 © Tribloom, Inc. 2011 22
  • 23. Surf Page !   Surf page XML binds to a URI !   Defines template instance !   Defines components 11/3/11 © Tribloom, Inc. 2011 23
  • 24. Surf Template and Template Instance !   Defines template !   Defines components !   Binds components to regions 11/3/11 © Tribloom, Inc. 2011 24
  • 25. Webscript !   Descriptor !   Controller 11/3/11 © Tribloom, Inc. 2011 25
  • 26. Webscript (cont) !   View 11/3/11 © Tribloom, Inc. 2011 26
  • 27. Website Customization Details (cont) !   WQS Share site information schema !  Create folders and collections (i.e. for image collections on the side of each page) 11/3/11 © Tribloom, Inc. 2011 27
  • 28. Website Customization Details (cont) !   Image Gallery !  WQS already uses LightBox, incorporated it into site to allow image gallery functionality 11/3/11 © Tribloom, Inc. 2011 28
  • 29. The Intranet !   The good !   The bad !   Customization details !  Non WQS content !  Content model !  Object diagram !  Policies !  API extenstions !  Pages, Templates, & Components !  Searcy query !  Information Schema 11/3/11 © Tribloom, Inc. 2011 29
  • 30. WQS Implementation #2 – The Intranet Old New 11/3/11 © Tribloom, Inc. 2011 30
  • 31. The Intranet The Best of Times !   It is easy to use the WQS API to access properties of content that are not directly exposed via the API !   It is easy to override the search query 11/3/11 © Tribloom, Inc. 2011 31
  • 32. The Intranet The Worst of Times !   The WQS API needed some changes in order to usefully extend the core classes (this has been fixed in later versions) !   The Editorial to Live process does not work well with outside associations on WQS content, we needed to modify the process to re-create the association at the end of the transfer (this process is very similar to how you would create a two server publishing scheme) 11/3/11 © Tribloom, Inc. 2011 32
  • 33. Intranet Customization Details !   Biggest customization to display non-WQS content !  Content model changes !  New aspects (internal/external links) !  Custom WQS article subclass with association to Share site content 11/3/11 © Tribloom, Inc. 2011 33
  • 34. Object Diagram ws:article fni:intranetContent fni:article fni:site ws:image fni:intranetExternalLink fni:app 11/3/11 © Tribloom, Inc. 2011 34
  • 35. Intranet Customization Details !  Behaviors (Policies) !  Automatically create content in WQS when aspect added, move when renamed or moved (need to move not rename for QName path to be accurate) !  onAddAspect !  onMoveNode !  Automatically delete content from WQS when aspect removed or deleted !  onRemoveAspect !  beforeDeleteNode !  Extensions to WQS API to handle non-WQS content !  AssetFactoryWebscriptImpl !  AssetImpl 11/3/11 © Tribloom, Inc. 2011 35
  • 36. Intranet Customization Details (cont) !  Custom components and webscripts to display !  Search modifications (updated query to include associated non-WQS content) !  Duplicate org.alfresco.module.org_alfresco_module_wcmquickstar t.webscript.AssetSearch with corresponding descriptor !   Other customizations !  Custom components and webscripts for “Apps”, “Corporate Sites”, and FAQ !  Create folders and collections to easily maintain 11/3/11 © Tribloom, Inc. 2011 36
  • 37. Conclusion !   Building websites is quick and relatively painless using WQS !   Since WQS uses Surf for a front end OOTB, it is easy to learn and requires little coding to create a custom feeling website !   WQS provides easy management of website content for end users 11/3/11 © Tribloom, Inc. 2011 37
  • 38. Demo 11/3/11 © Tribloom, Inc. 2011 38
  • 39. Q&A 11/3/11 © Tribloom, Inc. 2011 39