Collaoborate17 preso Federated portal - · PDF fileVirtual Desktop • Limited content ......
Transcript of Collaoborate17 preso Federated portal - · PDF fileVirtual Desktop • Limited content ......
Session ID:
Prepared by:
Engaging and Informing its Most Important Assets: Federated Insurance Enhances Employee Engagement by Modernizing its Employee Intranet with Oracle WebCenter 12c
525
Mike Lee, Federated Insurance
@m_b_lee
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Agenda
• Company overview • History with WebCenter • Business problem and goals• Portal implementation process• Best practices, lessons learned, tips and tricks • Resulting benefits
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Today’s SpeakersMike Lee• Systems Developer III• 9 Years at Federated• 6 years working with WebCenter
• Admin • Customization Developer
• Environment Lead for the project
Jerry Aber • 10+ years of WebCenter Portal deployment experience
• Lead deployment team for 10 different WebCenter portal projects
• Architecture and deployment recommendations
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Who is Federated Insurance?
• Property and Casualty, Group Health, Life, and Personal Lines (MN Only)
• 48 states and Washington D.C.• Home Office ‐ Owatonna, MN• 2,300+ employees• Our Mission
• “As a mutual insurance company, we believe our value is measured by the success of our clients. It’s our business to protect yours.”
• Rated A+ (Superior) by A.M. Best Company.• Ward’s 50 Top Performer
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Client Focus
• Risk Management• We don’t just pay claims
• We want to help our Clients prevent them!
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Oracle WebCenter at Federated• Purchased Stellent Content Server in September 2004• 230,000+ Content items with a total of 460,000+ revisions• Current uses:
• Intranet• External Web Sites• Forms• Legal Documents• Advertising Media
• Purchased WebCenter Suite in January 2015• Portal – Intranet• Sites – MR Websites
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Problem Analysis – Technology
• Old infrastructure – Site Studio• Our Intranet was 28 Site Studio Sites
• Move to the latest web technologies so that we can keep up to date
• Mobile access
• Upgrade Content Server to 12c• Development process improvements
• Less coding – more configurationhttp://www.technicalanalystindia.com/images/analyst.png
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Problem Analysis – Business
• Expand what the Business can do without IT involvement• Better engaged and informed employees• Less Manual, more Dynamic• Mobile access• Easier Navigation
http://www.netstar.co.uk/wp‐content/uploads/2015/11/problem‐analysis‐solution.jpg
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Personas – Who is using the portal
Office Employee
• Work mostly in the office• Usually working on dual
monitors• Limited technical
knowledge of the system
Field Employees
• Work mostly remote• Usually on Laptop • Some access via Mobile
Limited technical knowledge of the system
Guests / Vendors
• Usually working on Virtual Desktop
• Limited content access• Limited technical
knowledge of the system
Content Owners / Authors
• Work mostly in the office• Usually working on dual
monitors• Some technical
knowledge of the system• Reviews / Contributes
Site Administrator
• Work mostly in the office• Usually working on dual
monitors• Technical knowledge of
the system• Reviews/Contributes
Content• Manages Site and
Navigation
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Portal Use Cases by Federated PersonasOffice Employees
• Search for forms and/or documentation on how to complete a form
• View Job specific content• View What’s New articles
• View employee benefits• Access Applications from Links• Access work in‐progress content as part of training
Field Employees
• Search for forms and brochures and /or documentation on how to complete a form
• View Job specific content
• View What’s New articles• View employee benefits
Guests / Vendors
• Search for documentation (specific based on purpose)
• Search for employee names & phone numbers
• View Office locations & maps• View Café menu
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Persona Portal Use – cont.Content Owners / Authors
• Update content item, insert image, link into content item
• Review assigned workflows, viewing differences prior to approval or rejection
• View content information to review revision & workflow history, & links to/from
• Access work in‐progress content as part of training & training development
Site Administrator
• Update content item, insert image, link into content item
• Review assigned workflows, viewing differences prior to approval or rejection
• View content information to review revision & workflow history, & links to/from
• Coordinate work in‐progress content as part of training & training development
• Obsolete a content item, fix/update broken links, spelling errors, formatting, etc.
• Update content item metadata or security• Manage Site Navigation
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
New Intranet – Features
• More dynamic & role‐based content• Favorite links• Google search• Subscribing to content• Contribution through the portal• Mobile friendly
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Fishbowl Portal Framework: OverviewSoftware and services for rapid portal setup and
deployment driven by user experience and content integration
• Consists of a WebCenter Portal and content “bundles”
• Collection of code, pages, assets, content and templates
• Content integration performed via Fishbowl single‐page application task flows
• Built‐in personalization
• Foundational benefits for any portal• Time‐to‐market
• Speed/Performance
• Web developer friendly
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
= OOTB WebCenter
= Minimum custom development
= WebCenter Extension via FB framework
= Heavier custom development possible
Minimum
Skinning \ TemplatesSkinning \ Templates
ADF \ SPA Task flow reformatting of Oracle Components & Services (as needed)
ADF \ SPA Task flow reformatting of Oracle Components & Services (as needed)
Mod
ifica
tions
to te
mpl
ates
\SPA
\etc
.. M
odifi
catio
ns to
tem
plat
es \S
PA\e
tc..
OOTB Configuration Minimum Major Customizations Final Solution
WebCenter PortalWebCenter Portal
WebCenter Content
WebCenter Content
WebCenter Services
WebCenter Services
Using OOTB Taskflow and ServicesUsing OOTB Taskflow and Services
Out of the box
PSAframework incorporates new pages and taskflows into the main site structureSPA task flows / Data Integration
(various integration patterns possible)SPA task flows / Data Integration
(various integration patterns possible)
ResponsiveResponsive
MajorMajor
Del
iver
ed S
olut
ion
Del
iver
ed S
olut
ion
DoneDoneFishbowl
Portal(libraries, pages, task flows)
Portal(libraries, pages, task flows)
Content(metadata, components,
services, assets)
Content(metadata, components,
services, assets)
PSA to WebCenter Portal – Feature Mapping
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Portal Development ApproachUX Before Development
Information Gathering
Periodic Check‐in
Sprint
• Business & Technical Requirements
• Content Audit• Compliance & Security• User Stories
• Personas• User Journeys• Wireframes• Brand & Interface
• Integrate Corporate Branding & Design
• Ex: • Skin/Template• Landing Page, etc.
• Accomplishments• Obstacles• Next Steps
• Visual Validation –Demo, etc.
User Experience Design
New Functionality
• Install/Configure• Customize• Deploy• Test & Document
Development & Implementation
Sprint
• Pre‐requisites• Infrastructure• Install/Configure• Ex:
• Content & Portal Components
Periodic Check‐in
• Accomplishments• Obstacles• Next Steps
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
User Experience (UX) Goals
• Improve overall usability• Reduce user clicks • More relevant search results – Google‐like experience• Mobile enabled• Business enabled contribution
• WYSIWYG• Inline Editing• Workflow Approvals
• Personalized content
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
UX Goals – Smart Navigation
Key Benefits:• Less clicks• User controlled• Menus may be secured to user credentials• Menus may be shared or be unique across sites
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
UX Goals – Google Search• Collection of portlets in the resource
catalog• Administrators apply portlets to
pages and configure• Can leverage content server security• Can use portlets across pages
• Content Server component• Can leverage content server security• Has a set of configurable parameters
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
UX Goals ‐ Responsive Design
• Responsive • Mobile Web & Native Applications
• iOS• Android
• Modern design languages• HTML5• CSS3• REST API
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
UX Goals – Personalized Content• Driven by user attributes
• Tagging by such values as:• Group• Department
• Able to support 200+ concurrent users
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Workflow Enabled
• Content reviews and approvals based on roles
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Security• Leverage Active Directory configuration in place• Map users to groups and roles with permissions• Site Manager used to administer hierarchy of access and control across intranet
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Single Page Application (SPA)
• Definition:• Application or website that fits on a single web page• All necessary code – HTML, JavaScript and CSS – retrieved with a single page load• Page updates dynamically through user interaction
Client Server
Initial Request
HTML
Form POST
HTMLPageReloads
Traditional Page Lifecycle
ServerClient
Initial Request
HTML
AJAX
JSON{ … }
SPA Lifecycle
SPA Architecture
SPASINGLE PAGE APPLICATION
COMPRESSION
CACHE
ADMIN INTERFACE
CHARTS
TEMPLATES
COMPONENTS
RESPONSIVE RESPONSIVE RESPONSIVE
CONTRIBUTION
CACHE
WORKFLOWS
PSAPORTAL SOLUTION ACCELERATOR
SECURITY
PERSONALIZATION
MASHUP
ORACLE CLOUDPORTAL AS A SERVICE
WEBCENTERPORTAL / CONTENT
BUS INTELLIGENCE E‐BUS SUITE
11G/12C
CLOUD –SHAREPOINT –LIFERAY, ETC.
[JS, JET, ADF, .NET]
SCS/CX
OPTIONAL CONTENT EXPERIENCE
ORACLE HYBRID CLOUD
<ASIDE>
<FOOTER>
<FIGURE>
<NAV>
REUSABLE COMPONENT ARCHITECTURE
<HEADER>
<ARTICLE>
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Caching ‐ Oracle Coherence
• Definition:• In‐memory data grid solution • Enables organizations to predictably scale mission‐critical applications by providing fast access to frequently used data.
• Handle more data in real‐time, offload over‐burdened shared data services and provide availability guarantees
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Coherence & WebCenter PortalLocal Cache Use Case
• Leverage local coherence cache available per node in WebCenter Portal
• Provide methods for selecting content profiles for enabling cache via the content server UI
• Provide methods for managing and/or viewing cached items via portal UI
• Configuration updates made to support ‐ No limits and no expirations
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Caching ‐ Redis
• Use Case• Leverage Redis as a means to create a central publishing model for updated content to the cache
• Leverage Pub/Sub• Subscribe• Unsubscribe• Publish
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Coherence & Redis Implementation
WEBCENTER PORTAL
COHERENCE
WEBCENTER PORTAL
COHERENCE
WEBCENTER PORTAL
COHERENCE
SPASINGLE PAGE APPLICATION
REDIS
WEBCENTER CONTENT
Listen/Subscribe
Check In / Update
Load Items
SPA – Cache – Update
SPA – Cache – Delete
WEBCENTER PORTAL
COHERENCE
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Site Analytics
• Daily Use • 1,500 to 2,100 users • 40,000 to 70,000 Page Views
• Site Analytics from the first month• 169,894 – Visits
• 169, 577 ‐ Laptop/Desktop Visits• 317 ‐Mobile Device Visits
• 1,185,783 ‐ Page Views• Average of 7.1 actions per visit
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Benefits
• Reduced implementation time• Framework allows for new portals to be created with little work from IT
• Security• New portals can have unique Viewers/Administrators/Contributors
• Reusable components• Most of the components are reusable • Easy to modify for unique cases
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Lessons Learned
• Finalize the UI design early• A major change to our UI and menu caused worked to get delayed and delayed content conversion testing
• Governance• Have governance in place before the project starts, we did not and it was hard to get decisions made.
• Performance is Key• Day 1 we had performance issues that our performance/load testing did not discover
• Session Timeout• End users were not used to a Session Timeout
Please Complete Your Session Evaluation Evaluate this session in your COLLABORATE app. Pull up this session and tap "Session Evaluation" to complete the survey.
Session ID: 525
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Additional Resources
• Booth: #1113• Web: www.fishbowlsolutions.com• Email: [email protected]• Twitter: @fishbowlE20• Facebook: facebook.com/fishbowlsolutions
Learn more about solutions for Enterprise Portals, Controlled Document
Management and User Experience Design
April 2‐6, 2017 in Las Vegas, NV USA #C17LV
Fishbowl PresentationsMonday, April 3rd
• Using Modern Web Development Technologies to Optimize WebCenter Portal
Performance – Jerry & John Sim
• 12:00 to 12:30 PM
• Jasmine B
Wednesday, April 5th
• Ryan Companies Realizes Knowledge Management Success with
Oracle WebCenter Content – Mike Ernst & Kim
• 9:15 to 10:15 AM
• Jasmine A