book

Ektron Developer's Guide: Building an Ektron Powered Website

Name: Ektron Developer's Guide: Building an Ektron Powered Website
ISBN: 9780470885697

by Bill Cava, Bill Rogers, Aniel Sud

February 2011

Beginner to intermediate

672 pages

17h 10m

English

Wrox

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Copyright
CREDITS
ABOUT THE AUTHORS
ABOUT THE TECHNICAL EDITORS
ACKNOWLEDGMENTS
INTRODUCTION
WHO THIS BOOK IS FORWHAT THIS BOOK COVERSHOW THIS BOOK IS STRUCTUREDPart I: Getting StartedPart II: Building the TechPoint SitePart 3: Deploying the TechPoint SiteWHAT YOU NEED TO USE THIS BOOKCONVENTIONSSOURCE CODEERRATAP2P.WROX.COM
I. Getting Started
1. Introducing Ektron
1.1. EKTRON: THE COMPANY1.2. EKTRON'S COMMUNITY, SUPPORT, AND SERVICES1.2.1. Ektron's Online Community1.2.2. Ektron Technical Support1.2.2.1. Phone Support1.2.2.2. Web Form Support1.2.2.3. E-mail Support1.2.2.4. Chat Support1.2.2.5. Ektron Contact Method Summary1.2.3. Ektron's Best Practices and Professional Services1.2.4. Ektron Training1.3. EKTRON, THE FRAMEWORK1.3.1. All-in-One versus Best-of-Breed1.3.2. Developing with the Ektron Framework1.3.2.1. Server Controls1.3.2.2. The Ektron Framework's .NET APIs, Web Services, and Extensions1.3.2.3. Ektron PageBuilder and Widgets1.3.2.4. Data Storage, SQL, and Stored Procedures1.3.2.5. Framework Summary1.3.3. System Requirements1.4. WHO USES EKTRON?1.5. TAKE HOME POINTS
2. The Ektron Web Project Methodology
2.1. ITERATIVE/WATERFALL VERSUS AGILE APPROACHES2.2. THE BUSINESS CASE: WHERE IT ALL STARTS2.3. UNDERSTANDING THE IMPLEMENTATION PROCESS2.4. THE DISCOVERY PHASE2.4.1. Kicking Off the Project2.4.2. Developing a Project Plan2.4.2.1. Gathering Business Requirements through Stakeholder Interviews2.4.2.2. Gathering Technical Requirements2.4.2.3. Gathering User Experience Requirements2.4.2.4. Creating the Discovery Phase Deliverables2.5. THE IMPLEMENTATION PHASE2.5.1. Starting Development2.5.2. Content Migration2.6. THE QUALITY ASSURANCE PHASE2.6.1. System Testing2.6.2. User Acceptance Testing2.7. TAKE HOME POINTS
3. The Implementation Guide
3.1. THE EKTRON APPROACH3.2. IMPLEMENTATION GUIDE3.3. THE ONTREK IMPLEMENTATION GUIDE3.3.1. The Homepage3.3.2. Product Page3.3.3. User Dashboard Page3.4. TAKE HOME POINTS: BEST PRACTICES FOR CREATING AN IMPLEMENTATION GUIDE

4. Configuring Your Development Environment
4.1. WHAT YOU NEED TO CONFIGURE YOUR MACHINE4.2. INSTALLING THE FRAMEWORK4.2.1. Development Scenarios4.2.2. Source Control4.2.3. Data Synchronization4.3. FURTHER TIPS4.4. TAKE HOME POINTS
II. Building the TechPoint Site
5. Understanding Content Management Fundamentals
5.1. LOGIN AND WORKAREA5.1.1. Logging In and Creating a User5.1.2. Exploring the Workarea5.1.2.1. The Dashboard Tab5.1.2.2. The Content Tab5.1.2.3. The Settings and Reports Tabs5.2. CONTENT ENTRY AND DISPLAY5.2.1. Content Storage and Status5.2.2. Adding and Managing Content5.2.2.1. Creating a Content Item5.2.2.2. Using the Content Pane Tabs5.2.2.3. Using the Content Pane Toolbar5.2.2.4. Viewing the Content in the Workarea5.2.2.5. Using Toolbar Options When Editing Content5.2.2.6. Interacting with the DMS Menu and Editing in Context5.2.3. Using the Content Block Server Control5.3. FOLDERS AND THE LIBRARY5.3.1. Implementation: Adding a Folder and Managing Library Items5.3.1.1. Navigating Folders5.3.1.2. Creating a Folder in the Root Folder5.3.1.3. Modify the Properties of the Folder5.3.1.4. Navigating the Library5.3.1.5. Adding Items to the Library5.3.1.6. More on the Library5.3.2. Under the Hood: Folders and Libraries5.3.3. Folders and Library in Brief5.4. PERMISSIONS, APPROVALS, AND ROLES5.4.1. Understanding Permissions5.4.2. Understanding Approval Chain Workflows5.4.3. Understanding Roles5.4.4. Managing Permissions and Workflow5.4.4.1. Restricting Permissions to a Folder5.4.4.2. Setting Up an Approval Chain5.4.4.3. Creating a Custom Role5.4.5. Under the Hood5.4.5.1. Permission Types and Behaviors5.4.5.2. Approval Chain Notes5.4.5.3. Role Types and Actions5.5. TAKE HOME POINTS
6. Configuring Commonly Used Components
6.1. UNDERSTANDING THE TECHNOLOGY6.2. SMART FORMS6.2.1. The Difference between Smart Forms and HTML Forms6.2.2. Understanding Smart Form Design6.2.3. Creating Smart Form Designs6.2.4. Retrieving, Manipulating, and Rendering Structured Data6.2.4.1. Using the Content Block Server Control6.2.4.2. Using the .NET Framework6.2.5. Implementation6.2.5.1. Creating a Smart Form Design6.2.5.2. Associating the Smart Form Design to the Content Tree6.2.5.3. Creating Smart Form Data6.2.6. Under the Hood6.3. TAXONOMY6.3.1. Implementation6.3.1.1. Creating a Taxonomy6.3.1.2. Assigning a Taxonomy Configuration to a Folder6.3.1.3. Assigning Content to a Taxonomy/Category6.3.2. Under the Hood6.4. ALIASING6.4.1. Taxonomy Based Aliasing6.4.2. Folder Based Aliasing6.4.3. RegEx Based Aliasing6.4.4. Community Aliasing6.4.5. Manual Aliasing6.4.6. Implementation6.4.6.1. Enabling URL Aliasing6.4.6.2. Configuring Taxonomy-Based URL Aliasing6.4.7. Under the Hood6.5. MULTILINGUAL SITES6.5.1. Designing an Ektron Multilingual Website6.5.2. Managing the Displayed Content Language6.5.3. Implementation6.5.3.1. Enabling Support for Multiple Language Content6.5.3.2. Setting the Default Language6.5.3.3. Enabling Languages Your Site Will Support6.5.4. Under the Hood6.6. TAKE HOME POINTS
7. The Homepage
7.1. USE CASE7.2. TECHNOLOGY7.2.1. Using Rotating Graphics7.2.2. Adding Navigation7.2.2.1. Using Menu Links and Search7.2.2.2. Adding Navigation Indicators7.3. RICH INTERACTION USING JQUERY, SMART FORMS, AND HANDLERS7.3.1. Types of Interaction7.3.1.1. Adding More Than a Static Display7.3.1.2. Returning to the Server for More Information7.3.1.3. Examples in This Chapter7.3.2. Homepage Image Rotator Using Serialization7.3.3. Homepage Image Rotator Using XSLT7.3.3.1. Creating the Custom XSLT7.3.3.2. Debugging the XSLT in Visual Studio7.3.3.3. Setting Code to Use the XSLT7.3.4. Web Service Creation and Consumption7.3.4.1. Rendering the Children of a Specific Node7.3.4.2. Creating a Simple Handler7.3.4.3. Using a Reusable Template to Display Items7.3.4.4. Creating JavaScript Using jQuery to Retrieve Children7.3.4.5. The Completed Code and Page7.4. USING MENUS FOR NAVIGATION7.4.1. Ektron Menu Basics7.4.1.1. Using the Flex Menu7.4.1.2. Using the CMS Menu7.4.1.3. Understanding Menu Configuration Options7.4.2. Implementing the Global Navigation Menu7.4.2.1. Creating a Subset of the Our Company Menu7.4.2.2. Placing a Flex Menu in the Master Page7.4.3. Under the Hood7.5. USING SEARCH FOR NAVIGATION7.5.1. Defining Your SiteSearch Strategy7.5.1.1. Including Folders in a Search Index Using Integrated Search7.5.1.2. Searching with Social Networking7.5.1.3. Tracking Searches with Ektron's Search Phrase Report7.5.1.3.1. A Search Phrase Report That Lacks Sufficient Search Terms7.5.1.3.2. Ambiguous Queries7.5.1.3.3. Searches That Yield No Search Results7.5.1.3.4. Misspellings7.5.1.3.5. Overly General Search Terms7.5.1.3.6. Popular Search Terms7.5.2. Adding Search to the Global Navigation7.5.3. Under the Hood7.5.3.1. Crawling, Indexing, and Querying7.5.3.2. Using the Search Framework APIs7.6. SITEMAP AND BREADCRUMBS7.6.1. Creating Breadcrumbs for the Products Folder7.6.2. Implementing the BreadCrumb Server Control7.6.3. Creating a Sitemap Page7.7. REGISTRATION7.7.1. Allowing a User to Register on the Site7.7.2. Allowing Users to Modify Their Properties7.7.3. Implementing a Password Reset Feature7.7.4. Implementing Facebook Registration7.8. TAKE HOME POINTS
8. Reaching Prospects
8.1. USE CASE8.2. TECHNOLOGY8.3. LISTSUMMARY8.3.1. Implementing a Basic ListSummary8.3.2. Changing the HTML Markup Using XSLT8.3.3. Changing the Markup Using EKML8.4. CALENDARS8.4.1. Creating a System Calendar, User Calendar, and Group Calendar8.4.1.1. User and Group Calendars8.4.2. Displaying Events Using a WebCalendar Server Control8.4.3. Displaying Events Using a ListSummary Server Control8.4.4. Displaying Events Using a Content Block Server Control8.4.5. Display a List of Upcoming Events8.4.6. Outputting iCal Feeds8.5. VIDEO/CUSTOMER TESTIMONIALS8.5.1. Adding an Object to the DMS8.5.2. Modifying Settings on Managed Objects8.5.3. Displaying the Managed Object8.5.4. Alternatives to Using the Ektron Framework8.6. TAKE HOME POINTS
9. Generating Leads through Campaign Optimization
9.1. USE CASE9.2. UNDERSTANDING THE TECHNOLOGY9.3. IMPLEMENTATION USING COLLECTIONS9.3.1. Creating a Collection9.3.2. Adding to the Collection9.3.3. Putting the Collection on the Landing Page9.3.4. Customizing the Presentation of the Collection Widget9.3.5. Under the Hood: Collection Data Model9.4. PAGEBUILDER9.4.1. Creating the Wireframe9.4.2. Associating the Wireframe to a Folder9.4.3. Creating a Layout Based on the Wireframe9.4.4. Under the Hood9.4.4.1. Understanding the PageBuilder Structure9.4.4.2. Understanding the Difference between a Layout and a Wireframe9.4.4.3. Understanding Storage9.5. WIDGETS9.5.1. Creating the Widget9.5.1.1. Hooking to Events9.5.1.2. Creating an Edit Interface9.5.1.3. Handling Instance Data Storage9.5.1.4. Handling Edit, Cancel, and Save Clicks9.5.1.5. Rendering the Output9.5.1.6. Associating to the Wireframe9.5.2. Under the Hood: Widgets9.5.2.1. Common Pitfalls9.6. HTML FORMS9.6.1. Creating a Form9.6.1.1. Displaying a Form9.6.2. Implementation: The "Request a Demo" Form9.6.2.1. Implementation Tasks9.6.2.2. Creating the Basic Contact Information Form9.6.2.3. Placing the "Request a Demo" Form on the Page9.6.3. Under the Hood: HTML Form Data Model9.6.4. Multivariate Testing9.6.4.1. Multivariate Section Widget9.6.4.2. Multivariate Experiment Widget9.6.4.3. Multivariate Target Widget9.6.4.4. Multivariate Use Example9.6.4.5. Creating an Experiment9.6.4.6. Modifying the Contents of the Section Widget9.6.4.7. Viewing the Results and Modifying the Parameters of the Experiment9.6.5. Under the Hood: Multivariate9.6.6. Multivariate Brief9.7. WEB ANALYTICS9.7.1. Traffic Analytics versus Business Analytics9.7.2. Analytics Reports9.7.3. Setting Up Site Wide Traffic Analytics9.7.4. Measuring Effectiveness of the Campaign Using Traffic Analytics9.7.5. Under the Hood: Analytics9.8. TAKE HOME POINTS9.9. ADDITIONAL PRACTICE STEPS
10. Supporting Customers
10.1. UNDERSTANDING THE TECHNOLOGY10.1.1. Forums10.1.2. Blogs10.1.3. Wiki10.2. USE CASE10.3. BUILDING FORUMS10.3.1. Creating Forums in the Workarea10.3.1.1. Understanding the Forum Creation Flow10.3.1.2. Creating a Discussion Board10.3.1.3. Understanding Discussion Forum Properties10.3.1.4. Creating Forums10.3.1.5. Implementing the Forum Server Control10.3.1.6. Interacting with the Forum Server Control10.3.1.7. Additional Server Controls and APIs10.4. BLOGS10.4.1. Create a Blog in the Workarea10.4.2. Create a Template with a Blog Server Control10.4.2.1. Creating the Page that Displays the Blog10.4.2.2. Working with the Commenting System10.5. WIKIS10.5.1. Creating a Wiki in the Workarea10.5.2. Using the Wiki Feature in the Site10.5.3. Creating a New PageBuilder Page10.5.4. Using the Wiki and Creating Links10.5.5. Editing Existing Content10.6. THE SOCIALBAR SERVER CONTROL10.6.1. Implementing the SocialBar Widget10.7. CONTENT FLAGGING AND CONTENT REVIEW10.7.1. Setting Up Flagging Definitions10.7.2. Implementing the ContentFlagging and ContentReview Server Controls10.7.3. Running Flagging and Review Reports, and Moderating Reviews10.8. TAKE HOME POINTS
11. Implementing the OnTrek Social Network
11.1. THE IMPORTANCE OF SOCIAL NETWORKING11.2. TECHNOLOGY11.3. USERS, FRIENDS, AND PROFILES11.3.1. Understanding the Friending Process11.3.2. Understanding User Profile Functionality11.3.3. Configuring Community Member Templates11.3.4. OnTrek's User Profile User Control11.3.4.1. The Friends User Control11.3.5. Under the Hood11.3.5.1. The ProcessRequest Entry Point in Services11.3.5.2. Understanding the RequestAction.AddFolder Implementation11.3.5.3. How Taxonomy Structures Relate to the Community Platform11.3.5.4. Retrieving a List of Friends Using the API11.4. COMMUNITY GROUPS11.4.1. How Users Discover Community Groups11.4.2. Creating a Community Group11.4.2.1. The Difference between a Member User Group and a Community Group11.4.2.2. Creating a New Community Group11.4.3. Configuring Community Group Templates11.4.4. OnTrek's Group Profile User Control11.4.4.1. Main Body Functionality11.4.4.2. Accordion Functionality11.4.5. Under the Hood11.5. DASHBOARDS11.5.1. What's on the Dashboard?11.5.2. Using the Dashbard Components and Widget Spaces11.6. ACTIVITY STREAMS11.6.1. Using Activity Streams to Your Advantage11.6.1.1. Using the ActivityStream Widget to Manage Streams11.6.1.2. Using the Server Control to Manage Streams11.6.1.3. Querying the Activity Stream Using the Activity Stream API11.6.1.4. Using the Activity Stream on the Community Homepage11.6.2. Under the Hood11.6.2.1. Enabling the Notifications and Activity Streams11.6.2.2. Customizing Activity Messages11.6.2.3. Creating a Custom Activity Type11.7. MICRO-MESSAGING11.7.1. Micro-Messaging Strategies11.7.2. Adding Micro-Messaging to the User Profile11.7.3. Under the Hood11.8. TAKE HOME POINTS
12. Creating the Catalog of Products for the eCommerce Storefront
12.1. USE CASE12.2. UNDERSTANDING THE TECHNOLOGY12.3. CONFIGURING ECOMMERCE12.3.1. Managing Major Configuration Options12.3.1.1. Countries12.3.1.2. Currencies12.3.1.3. Card12.3.1.4. Messages12.3.1.5. Payment Options12.3.1.5.1. Setting Up PayPal12.3.1.5.2. Setting Up a Payment Gateway12.3.1.6. Regions12.3.2. Configuring the Settings for Shipping and Taxes12.3.2.1. Shipping Methods, Warehouses, and Packages12.3.2.2. Taxes12.4. CREATING A CATALOG AND PRODUCT12.4.1. Creating Product Types12.4.2. Creating a Catalog12.4.3. Creating a Product12.4.3.1. The SmartForm Content Tabs12.4.3.2. Creating a New Product in a Video Catalog12.5. COUPONS12.6. PRODUCT REPORTS AND ORDER MANAGEMENT12.6.1. Reports12.6.1.1. Report Types12.6.1.2. Using the eCommerce Order Workflow12.6.1.3. Using the Manual Workflow12.6.2. Order Management12.7. TAKE HOME POINTS
13. Constructing the Online Storefront with eCommerce
13.1. USE CASE13.2. ECOMMERCE SERVER CONTROLS AND IMPLEMENTATION13.2.1. Browsing Experience Controls13.2.1.1. CurrencySelect Server Control13.2.1.2. ProductSearch Server Control13.2.1.3. ProductList Server Control13.2.1.4. Product Server Control13.2.1.5. Recommendation Server Control13.2.2. Purchase and Maintenance Controls13.2.2.1. MyAccount Server Control13.2.2.2. OrderList Server Control13.2.2.3. Cart Server Control13.2.2.4. Checkout Server Control13.2.3. OnTrek eCommerce Implementation13.2.3.1. Understanding the Landing Page13.2.3.2. Understanding the User Controls13.2.3.3. Understanding the Product Detail Interface13.2.3.4. Understanding the Server Controls13.3. CUSTOM ORDER WORKFLOW13.3.1. Windows Workflow Foundation Basics13.3.2. Creating a Custom Activity13.3.3. Building a Workflow13.3.4. Using a Custom Workflow in an Ektron Site13.4. BUILDING A PAYMENT GATEWAY PROVIDER13.4.1. Brief Overview of Payment Gateways13.4.2. Creating a Gateway Provider13.4.2.1. Creating a New Provider from Scratch13.4.2.2. The Authorize Method13.4.2.3. The AuthorizeAndCapture Method13.4.3. Installing the Gateway Provider into the OnTrek Website13.5. TAKE HOME POINTS
III. Deploying the TechPoint Site
14. Deploying Your Website
14.1. PRE-CONDITIONS FOR A SUCCESSFUL DEPLOYMENT14.1.1. Creating the Discovery Collateral14.1.2. Completion of the Development Process14.1.3. Creating the Staging Environment14.1.4. Content Is in a Staged Environment14.1.5. Completion of System Testing14.1.5.1. Functional Testing14.1.5.2. Final User Acceptance Testing14.1.5.3. Performance Testing14.1.5.4. Load Testing14.1.5.5. Stress Testing14.1.5.6. Security Testing14.2. UNDERSTANDING THE DIFFERENT DEPLOYMENT SCENARIOS14.2.1. Understanding the Basic Terminology14.2.2. Determining the Content Flow14.3. MOVING CONTENT WITH OR WITHOUT ESYNC14.3.1. Moving Content with eSync14.3.2. Moving Content without eSync14.3.2.1. Content Authoring in Production: Virtual Staging14.3.2.2. Moving Data and/or Templates from Production to Staging14.3.2.3. Templates Move from Staging to Production14.4. THE DEPLOYMENT14.4.1. Installing Your Website on Another Server14.4.1.1. Manually Deploying Your Website14.4.1.2. Using the Package and Deploy Tool14.4.1.3. After the Installation14.4.2. Securing the Server14.5. TAKE HOME POINTS
15. Maintaining Your Website
15.1. CREATING AN EFFECTIVE MAINTENANCE PLAN15.1.1. Capturing Data15.1.2. Analyzing Data15.1.3. Acting upon Data15.2. MAINTAINING CONTENT FRESHNESS15.2.1. Running Content Reports15.2.2. Performing "Spot Checks"15.3. MAINTAINING AVAILABILITY15.4. MAINTAINING PERFORMANCE15.5. MAINTAINING USABILITY15.6. MAINTAINING (AND BUILDING) REACH15.7. MAINTAINING CALM DURING DISASTER RECOVERY15.8. TAKE HOME POINTS
16. Next Steps
16.1. REVIEWING WHAT YOU LEARNED16.2. CONNECTING WITH EKTRON AND THE ONLINE COMMUNITY16.2.1. A Quick Review of Ektron's Technical Support16.2.2. Don't Forget Your Account Manager16.3. UTILIZING EKTRON'S PROFESSIONAL SERVICES AND TRAINING PACKAGES16.4. LEVERAGING ONLINE DEVELOPER RESOURCES16.4.1. The Framework API16.4.2. CMS Extensions16.4.3. Integrating Ektron with a Content Delivery Network16.4.4. Building Your First Ektron eCommerce Site16.4.5. Utilizing the Ektron eCommerce APIs16.4.6. Introduction to the Ektron eCommerce Workflow Engine16.4.7. Creating Your Own eCommerce Payment Gateway Provider16.4.8. Hands On with the Content Targeting Widget16.4.9. Introduction to Ektron eSync16.4.10. Introduction to the Ektron Marketing Optimization Suite16.4.11. Ektron Widgets in Version 816.4.12. Writing an RIA Application with Ektron16.5. TAKE HOME POINTS
IV. Appendixes
A. CMS Extensions
A.1. BENEFITS OF EKTRON FRAMEWORK, VERSION 8A.2. BUILDING YOUR EXTENSIONA.2.1. Available Strategies and OverridesA.2.2. The Completed ExtensionA.2.3. Registering Your Extension
B. Framework API
B.1. WORKING WITH THE FRAMEWORK APIB.1.1. Framework Object ConstructorsB.1.2. Where to Find the Framework APIB.2. CRUD OPERATIONS ON CONTENTB.2.1. CreateB.2.2. RetrieveB.2.3. Retrieving a List of DataB.2.4. UpdateB.2.5. DeleteB.3. TAKE HOME POINTS
C. Performance Checklist
C.1. HARDWARE REQUIREMENTSC.2. APPROPRIATE SQL SERVER DEPLOYMENTC.3. APPROPRIATE AND JUDICIOUS CACHINGC.4. CODE PROFILINGC.5. COMPILED SITEC.6. EVENT ERROR MAINTENANCEC.7. GZIP RESPONSE COMPRESSIONC.8. EXTERNALIZE RESOURCES AND USE CDNS WHERE APPLICABLEC.9. REQUEST MINIMIZATION
GLOSSARY

Content preview from Ektron Developer's Guide: Building an Ektron Powered Website

Chapter 1. Introducing Ektron

What is Ektron?
What support and services does Ektron provide?
What makes the Ektron Framework unique?
Who uses Ektron?

Welcome to the first ever Ektron book. As explained in the Introduction, the ultimate goal of this book is to give you a solid understanding of how to achieve success with your Ektron Web projects. As a developer using the Ektron Framework, you not only have access to its full suite of software components designed to help you build compelling and engaging websites, but you also have an entire array of services and support available at your fingertips from the online developer community, Ektron's Global Partner Network, Ektron's own Best Practices, Professional Services, and Training teams. Understanding that Ektron provides not just a framework, but also a complete solution, is the first step to achieving success with Ektron. This chapter offers a high-level introduction to both Ektron as a company (Ektron, Inc.) and the Ektron Framework to give you an understanding of what that complete solution looks like.

EKTRON: THE COMPANY

Ektron is a global Web solutions leader, providing a Web content management, marketing optimization, and social software platform, founded in 1998 and headquartered in Nashua, New Hampshire.

Ektron's founders, Bill and Ed Rogers, are the driving force behind the company, setting strategic direction and aligning product development with their forward-looking vision for website technology. They founded Ektron ten years ...

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Ektron Developer's Guide: Building an Ektron Powered Website

by Bill Cava, Bill Rogers, Aniel Sud

Chapter 1. Introducing Ektron

EKTRON: THE COMPANY

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.