The Definitive Guide to Interwoven Teamsite

Description

The Definitive Guide to Interwoven TeamSite is the first comprehensivebook about this enterprise-level content management system. Divided intofive parts, it guides you through the Interwoven TeamSite architecture,key features, and detailed implementation. The book presents materialusing the Rational Unified Process as a development framework and projectmethodology. Each part of the book introduces the concepts and TeamSitefeatures that you will need to understand in order to carry out eachaspect of the project.

Complete with a working implementation and numerous visual guides, thebook painstakingly covers the project process. The authors also include acrucial case-study of a fictitious financial services firm. Throughout thebook, the authors share key development strategies, deployment principles,best practices, and insider tips that they have gained over many years ofworking in enterprise CMS environments at many different Fortune 500implementations. The foreword for this book is written by Russell Nakano,who was a principal consultant and co-founder of Interwoven, author ofWeb Content Management: A Collaborative Approach, and who is the currentpresident and co-founder of Nahava, Inc. The authors also discuss futureproduct releases, including LiveSite, MetaTagger, and SaleSite. They sharethe future product vision of Interwoven and TeamSite in the epilogue.

CONTENTS:

Brian Hastings and Justin McNeal
The Definitive Guide to
Interwoven TeamSite
The Definitive Guide to Interwoven TeamSite
Copyright 2006 by Brian Hastings and Justin McNeal
All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, recording, or by any information storage or retrieval
system, without the prior written permission of the copyright owner and the publisher.
ISBN-13: 978-1-59059-611-1
ISBN-10: 1-59059-611-0
Printed and bound in the United States of America 9 8 7 6 5 4 3 2 1
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Lead Editors: Jason Gilmore and Keir Thomas
Technical Reviewer: Tom Shell
Editorial Board: Steve Anglin, Ewan Buckingham, Gary Cornell, Jason Gilmore, Jonathan Gennick,
Jonathan Hassell, James Huddleston, Chris Mills, Matthew Moodie, Dominic Shakeshaft, Jim Sumser,
Keir Thomas, Matt Wade
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Contents at a Glance
Foreword. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxv
About the Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxvii
About the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxi
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxiii
PART 1 ■ ■ ■ Introducing the Rational Unified Process
■CHAPTER 1 What Is Content Management? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
■CHAPTER 2 Defining the CMS Project Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
PART 2 ■ ■ ■ The Inception Phase
■CHAPTER 3 Introducing TeamSite and Friends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
■CHAPTER 4 Gathering Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
PART 3 ■ ■ ■ The Elaboration Phase
■CHAPTER 5 Building the Hardware Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . 89
■CHAPTER 6 Installing the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
■CHAPTER 7 Building the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
■CHAPTER 8 Using FormsPublisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
■CHAPTER 9 Working with Content in TeamSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
■CHAPTER 10 Using Tools and TeamSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
■CHAPTER 11 Deploying Files and Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
■CHAPTER 12 Introducing Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
■CHAPTER 13 Authenticating and Authorizing Users . . . . . . . . . . . . . . . . . . . . . . . . . 289
■CHAPTER 14 Designing the CMS Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
■CHAPTER 15 Determining Interface Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
v
PART 4 ■ ■ ■ The Construction Phase
■CHAPTER 16 Authoring Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
■CHAPTER 17 Understanding the Business Process Flow . . . . . . . . . . . . . . . . . . . . 381
PART 5 ■ ■ ■ The Transition Phase
■CHAPTER 18 Delivering the CMS to the Customer . . . . . . . . . . . . . . . . . . . . . . . . . . 419
■CHAPTER 19 Working with LiveSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
■CHAPTER 20 Seeing Interwoven's Vision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
PART 6 ■ ■ ■ Appendixes
■APPENDIX A FormsPublisher: Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
■APPENDIX B FormsPublisher: Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
■APPENDIX C Perl Modules for Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
■INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521