IBM Software

IBM WCM: Managing Pages and

working with Projects (in context)
Authors: Theresa Smit (tsmit@us.ibm.com) Hazel Oetjen
(hoetjen@us.ibm.com) Daniel Collins
(daniel_collins@us.ibm.com)
IBM Software
Catalog Number

Copyright IBM Corporation, 2012

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
 IBM Software

Contents
OVERVIEW 4
INTRODUCTION..................................................................................................................................................................4
DURATION...........................................................................................................................................................................4
LAB 1 MANAGED PAGES 5
1.1 CREATING A NEW MARKETING EVENT PROJECT........................................................................................................5
1.2 CHANGING A PAGE AND CONTENT................................................................................................................................8
1.3 ADDING A NEW PAGE.....................................................................................................................................................11
1.4 VIEW THE PROJECT........................................................................................................................................................14
1.5 ADD A LINK IN LANDING PAGE......................................................................................................................................17
1.6 PUBLISHING THE PROJECT...........................................................................................................................................20
1.7 LET'S EXAMINE OTHER OPTIONS.................................................................................................................................23
APPENDIX A ADDING A NEW WORKFLOW TO MANAGED PAGES 25
APPENDIX B BACKING OUT CHANGES FROM A PROJECT. 26
APPENDIX C NOTICES 27
APPENDIX D TRADEMARKS AND COPYRIGHTS 29

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Overview
Version 8.0 introduces support for managed pages. Managed pages streamline site management in
your portal by simplifying how you create pages and add content. Because page information and content
are stored in web content libraries, you can more easily coordinate and publish changes with
syndication. Managed pages are are portal pages which also have a WCM representation or copy. By
managing portal pages from within Web Content Manager, you can apply web content features like
workflow, version control, and syndication to portal pages. This support provides a robust and integrated
method for performing site management by ensuring that changes to portal pages are coordinated and
published together using the workflow and syndication of WCM.

Key benefits of managed pages:

Any changes you make to a page are made in a draft state, without affecting the live server.

Drafts are organized within projects in Web Content Manager. When you publish draft
changes to the live server, a project coordinates the updates and ensures that all drafts are
published at the same time.

A workflow process ensures that page changes are made available on the live server only
when the changes are approved. You can create customized workflows to suit the
requirements of your site and authoring environment.

A graphical toolbar integrates managed pages functions directly into your portal pages. The
toolbar provides quick access to editing features, projects, and workflow actions that apply to
the page. You can also easily change the scope of your changes so that you can manage the
changes with projects or directly edit the published site.

Syndication provides a convenient and flexible method for transferring managed pages from
a staging environment to a production environment. With syndication, all required page
artifacts and content are transferred at the same time.

Scripting support is also available for automating managed pages tasks. The Portal Scripting
Interface includes methods for working with projects and web content libraries, and the XML
configuration interface includes similar support for projects.

Introduction
In this lab you are a Marketing specialist responsible for promoting an upcoming customer event.
Information about the event is located on your corporate extranet portal site. The layout of the existing
customer event portal pages and the content on these pages need to be updated to improve the look
and feel of the information. To make the management of these changes easier, you will use the new
Portal/WCM V8 Manage Pages feature to make the changes. You will change an existing portal page,
content and add a new page to be published after all changes are approved.

Duration
You should be able to complete this lab in approximately 60 minutes.

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Lab 1 Managed Pages

Often changes to a website and its pages will be made by several users including business users,
administrators and designers. In order to coordinate all of these changes, new pages, changes to the
pages, etc. are stored in a project within WCM. Once all the changes have been made, previewed and
approved all the changes are published to the production site at once. This is accomplished by
syndicating the project from staging to production.

The recommended way to edit managed pages is to work within a project. When you are working in a
project, any changes that you make to a page affect only the view within the project. After the project is
approved and published, the changes are then available to all users. Projects allow you to change a set
of items and ensure that they are published together at the same time. A simple dashboard available
from the Portal page you are modifying shows what items are in the project and allows users to preview
the site prior to the page being published.

When you edit managed pages in a project, you use workflow for approving changes before publishing
them until they are approved. If you edit ages without selecting a project, your changes are published
immediately.

1.1 Creating a new Marketing event project

As a Marketing specialist, I need to have page administrator access rights to be able to create a new
project and make changes to the page.

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

__1. Login with the credentials for branney (password is passw0rd).

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In this lab, we will modify a set of portal pages, content and assets provided with the Content Template
Catalog (CTC). We have already deployed this set of samples to your VMWare image.

__2. Navigate to the CTC Demo. Since you have Edit authorization (you are a page administrator)
on the page you see the Edit Mode and Viewing Status that indicates you are looking at the
published site.

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__3. 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.

__4. Select the Edit Mode link to prepare the page for changes.

__1. The Site Toolbar is now available. Create a new Project for your site changes named Bill
Ranney CTC Changes. Click the Create button.

__5. Note that the Page Status changes to indicate that all changes will go into your new project.

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1.2 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. You want customers to see the benefits of attending the conference as soon as
they open the conference page of your portal site. You will move the benefits information to the top of
the page.

__1. While in edit mode for your new project, drag and drop the Why attend Experience? portlet to
the top of the the right column.

__2. In order to drive more attendance to the customer event, I will add a Teaser portlet to the page,
under the main message on the left. The content Teaser portlet displays short text previews, or
teasers of Web content on your portal site.

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__3. Click the Save link in the new portlet.

__4. Next, change to the Style tab, select the Blue style and save the page as a draft.

__5. Using the In line editing icons, edit the Teaser content to include information on a Birds of a
Feather session to entice customers to sign up for our event.

In order to edit the teaser text, you have to Save the page. You will see a link in the teaser text
portlet to save it. Please note that after you save the page, the Project Content information is
updated at the top of the page.

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__6. Add in some information about the Birds of a Feather Sessions that are being planned. Save
and Close the draft content.

Later, you can come back and add the link to a new page that will be created as part of the
project.

__7. Your project should contain the page as well as your new content.

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Its always good practice to Save the Draft on a regular basis!

1.3 Adding a new page

Additional pages can be created using page templates and added to the project as well. The Project is
not limited to a page. Your project can involve changes for the entire site if required. We will add an
additional page to our Programs navigation area to include information about our Birds of a Feather
Sessions.

__1. You will be adding a new page for the BOF sessions under the Program page. Navigate to the
Program page.

__2. Next select the More drop down in the Site Toolbar and choose New Child Page...

__3. Name the page BirdsOfAFeather with Friendly name of BOF and change the page template to
use the Articles template. Save your new page by clicking the Create button.

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Create

__4. Change the to the Layout tab and select the 3 column center layout, Save as Draft.

__5. 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.

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__6. You can change the sample content for the Articles and the list description to reflect the BOF
sessions that will be held. If you have time feel free to change these items.

__7. Click on the Blog tab. Drag the Featured Posts portlet above the Connect portlet. Click on
Save Draft.

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1.4 View the project

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

__1. Switch to View Mode to see the site with all the changes. Navigate to the BirdsOfAFeather
page as well as the Home page by clicking on the CTC banner image or CTC Demo navigation
link.

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__2. All your changes are in the project but they are not available on the published site. To validate
this, switch to the published site by clicking View next to the Published Site.

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__3. You should not see any of your changes.

__4. Let's see what is stored in our Project through the WCM Authoring Portlet.

__a. Click the down arrow next to your project. Click the Edit button next to your project.

__b. Click on the Manage link.

__c. Click the Edit button to edit the project.

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If you need to make some edits to the project, you can right now. Notice how easy it is to get to the
project items from the context of the project..

__d. Click Close

__5. Click the Logout link to logout from the portal.

1.5 Add a link in Landing page

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

As the reviewer (wpadmin), you notice that there is no link to the BirdsOfAFeather page from the
Landing page inside the teaser portlet. You will add it to make the site ready for publishing.

__1. Login as a page approver with credentials wpadmin/password.

__2. Navigate to the CTC Demo page and select Edit Mode on the page. Select All Projects link
and then the Bill Ranney CTC Changes project from the list.

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__3. You notice that there needs to be a link in the teaser text.

__4. In the Content field, select the BOF Sessions text and Create link to LWCM Content.

__5. Click the Browse Content button.

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__6. Select BirdsOfAFeather page from the Libraries > Portal Site > Content > Content Root > CTC
Demo > Program path. Click OK twice and then, Save and Close on the Birds of a Feather
Sessions teaser content item.

You will notice that in Portal V8, there is a library with content for all pages. A Portal page can now be
the same as a content page. It is much easier to link and edit pages. When you added the link, you
found it in the Portal Site library.

1.6 Publishing the Project

To make the page changes available on the published site, you must submit the page for review and
approval. The steps for the workflow depend on what is defined for the page. By default, a simple
workflow is assigned to page or URL mapping drafts. The default workflow (Express Workflow) has only
two states: draft and approved. For pages using this workflow, submitting the draft moves the page to
the publish pending state. When all other changes in the project are published, the pending draft page is
also published. After all items in the project reach the publish pending state, you can publish the project
by clicking Publish in the project menu.

__1. Login as a page approver with credentials wpadmin/password if not already authenticated as
wpadmin.

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__2. Navigate to the CTC Demo page (if not already there) and select Edit Mode on the page. Select
All Projects link and then the Bill Ranney CTC Changes project from the list.

__3. Select to Manage the Project

__4. Select all the draft items and Approve from the More drop down.

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__5. Now you may Publish the project.

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__6. Your project is now published and all the changes are available on the published view.

1.7 Let's examine other options

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

__1. Go to the Applications Content Web Content management page.

__2. Select Project Views All Projects Bill Ranney's CTC Changes.

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__3. When you click edit, you can see options like Approval options, how you want to publish, and
Custom Actions.

This concludes the lab of the overview of the Manage Pages features and the new way to work with projects. All the
changes were then approved individually and then the entire project was published to the site. As you can see, it will
be much easier for business users to administer their pages in WCM and the Portal.

In the appendix, You will find two important sections to review.

1) Adding Workflows to Manage Projects.

2) Backing out changes to a Project.
There are specific steps in those sections. They are guidelines on completing those tasks.

End of Lab

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Appendix A Adding a new Workflow to Managed Pages

The default workflow assigned to a Managed page is a two stage approval process. It includes a Draft
and Approval stage. You can change the assigned workflow in the user interface to include additional
review and approval stages on the project level in Web Content Manager. The default workflow used for
managed pages has only a draft and approved state. However, if the default workflow is not sufficient,
you can define custom workflows and use them with managed pages.

__1. Before you perform this task, ensure that you add the Portal Site library to the list of libraries
that you can edit with the authoring portlet.

__2. To use a custom workflow with a managed page, you must the custom workflow to the
template. When you create a managed page based on the template, the custom workflow is
used for the page.

__3. Select the custom workflow, and save your changes. Approve and publish the project to make
the page template available for use. In the project menu, click Manage in the project actions
section.

__4. Select the page template in the list of project items, and click More -> Approve. Click Publish
Project.

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Appendix B 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 C 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 Licensing

IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.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 Corporation

Licensing
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Tokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such
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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
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may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically
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IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this
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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.

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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
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Information concerning non-IBM products was obtained from the suppliers of those products, their
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All statements regarding IBM's future direction and intent are subject to change or withdrawal without
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COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming
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Appendix D 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 Cloudscape

Cube Views DB2 developerWorks DRDA IMS IMS/ESA
Informix Lotus Lotus Workflow MQSeries OmniFind
Rational Redbooks Red Brick RequisitePro System i
System z Tivoli WebSphere Workplace System p

Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or
trademarks of Adobe Systems Incorporated in the United States, and/or other countries.

IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications

Agency which is now part of the Office of Government Commerce.

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.

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

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

ITIL is a registered trademark, and a registered community trademark of The Minister for the Cabinet
Office, and is registered in the U.S. Patent and Trademark Office.

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

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle
and/or its affiliates.

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.

Linear Tape-Open, LTO, the LTO Logo, Ultrium, and the Ultrium logo are trademarks of HP, IBM Corp.
and Quantum in the U.S. and other countries.

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Copyright IBM Corporation 2012

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