X All The Things: Enterprise Content Management

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This presentation accompanies Tim Cosgrove's (timcosgrove) and Joe Turgeon's (arithmetric) presentation at Twin Cities Drupal Camp 2013. What do you do when you need all content changes to run through workflow? Not just nodes... ALL THE THINGS! What about translating all the things? Or maintaining revisions for all the things? Or making all the things use a common template system? When usually nodes get all the attention, how do you provide this kind of control across all the things on your Drupal site? This is a case study about how Phase2 met these challenges for a consumer products company. We discussed the platform architecture for managing sites for multiple brands in multiple markets and languages, and the site components for providing control over all aspects of all page content.

Transcript of X All The Things: Enterprise Content Management

X All The ThingsEnterprise Content Management

7/20/2013

Who this is for

• Developers and site builders

• Project stakeholders

So!ware Architect

Email: tcosgrove@phase2technology.com

Tim Cosgrove

Twitter: @timcosgrove

So!ware architect

Email: jturgeon@phase2technology.com

Joe Turgeon

Twitter: @arithmetric

The client

“Brand Z”

• “Global leader in prestige beauty”

• Conglomerate of 26 brands

• $10 billion in sales annually with $1 billion in online sales

• Operates in 150 countries with 50 online

• Sites in about 30 languages

Core business needs

• Common architecture and infrastructure to build many sites

• Rapid roll out of regional site variants

• Multilingual ability for regional sites

• Allow for broadly divergent designs within a site

Existing solution

• Custom-written commerce engine

• No dynamic CMS

• Content primarily stored in static HTML files

• Publishing content and pushing code are similar process

New platform objectives

• Dynamic CMS

• Mobile first

• Integrates with existing ecommerce system

Platform architecture

Core capabilities

• Drupal based distribution

• Ability to build sites for each brand

• Ability to create regional variants for each site

• Advanced content management

• Flexible layout system

English: branda.com

Spanish: branda.com/es

German: branda.chFrench: branda.ch/frItalian: branda.ch/it

“Brand A”

“Brand A” US site

“Brand A” Switzerland site

“Brand B”

English: brandb.com

Spanish: brandb.com/es

“Brand B” US site

English: brandb.ca

French: brandb.ca/fr

“Brand B” Canada site

Revision all the things

Content management

• “Content” includes any public-facing text or media

• Able to be saved to multiple revisions, including dra!s

• Subject to editorial workflow

Revisions

• More like “versions”

• Keep old copies of content

• Ideally, work on multiple versions of content at once

Drupal revision support

• Keeps history of previous copies

• Can’t edit two copies independently

• No working dra!s

• Only applies to nodes

• Only published/unpublished states

Workflow requirements

• Add more states for content, like “dra!,” “needs review,” “approved”

• Restrict access to managing content by state

• Restrict access to transition the state of content

Applying workflow to all content

• Nodes

• Menus

• Blocks

Solution: nodes!

• Drupal provides revisions for entities and fields

• Nodes have publication status and access control

• Existing contrib modules for workflow play nice

Menus

• Drupal menus are not strictly content nor site structure

• Admin UI for managing menus differs from managing nodes/blocks

• Not based on entities/fields

Solution: Menu Field

• Menu-like content as a field

• As a node, the menu becomes revisionable

• Built to mirror Drupal menu output

• Flexible menu content, images and rich text

Solution: Nodeblock

• Block content managed as a node

• As a node, the block content becomes revisionable`

Solution: State Flow

• Highly configurable workflow solution

• API-driven, developer-friendly

• Augments Drupal’s publishing controls and revision history

Revision tagging

• Each revision can be labelled

• All content revisions with a tag can be acted on

Publication and preview system

• Preview whole groups of content updates together

• Publish, unpublish, and manage the workflow state of whole groups of content en masse

Potential Drupal 8 improvements

• Entities everywhere

• Content Staging Initiative and Site Preview System

Layout all the things

Flexible layouts

• Select different templates to use for the same content type

• Allow users to define complex inputs for the output of structured content

• Allow users to build basic templates themselves and to reuse them

Multiple layouts in content

• Layouts are independent of content type

• Multiple layouts can be used in one content type

• Editors can define own layouts in CMS

Solution: Template Field

• Allows a single field to contain many pieces of data

• Each template has HTML, optional CSS & JS

• Can be in code, or DB; can be overridden

• Because it’s a field, can be revisioned

Other benefits

• Allows node-specific layouts, even within one content type

• Layouts can be shared across content types

Control over blocks

• Content editors need to create blocks freely

• Need to be able to place blocks as part of page content

• Need to be able to embed blocks in other content

Solution: Block Reference

• Insert blocks into nodes as field content

• In combination with a content block solution, allows reusable block content to be laid out in arbitrary layouts

Solution: Embedabbles

• Allows block content to be placed into rich text contexts

• Effectively allows revisioning of block placement within that context

Translate all the things

Content internationalization

• “Content” includes any public-facing text or media

• Content used in the CMS should be specific to a language

• Content should also be specific to a region

• Related translations grouped and accessible from the source node

“Subscription” vs “localization”

• Subscribed content adopts a specific piece of content from another language

• Localized content begins as a copy from another language, but can be edited independently and diverge

English (U.S.)

English (U.K.)

German

Each translation is distinct

• Translations may not be literal

• The version of content for a particular market/language should be managed separately from other markets/languages

Solution: Content translation + i18n

Solution: Custom extension for subscriptions + UI enhancements

Solution: Domain with custom extensions

Potential Drupal 8 improvements

• More i18n functionality in core

• Translatable entities

• Simplify UI for managing content translations

Thanks

Questions?

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