Transcript Harley Davidson implementing WCM

Midwest Documentum
User Group
Harley-Davidson
Documentum WCM
10/10/2006
Overview of Harley-Davidson
• 10,000+ employees worldwide
• Corporate HQ in Milwaukee, Wis.
• More than 1,300 H-D dealerships in 60 countries
worldwide
• Over 1 Million members of Harley Owners Group
Content Management at Harley
• 3 years ago Harley had no content
management
• Content was managed by a 3rd party and
H-D wanted to gain control
• Wanted public site and intranet on same
enterprise platform
• Implementing e-Room for collaboration
History of Documentum
• Documentum 5.2.5 installed for H-D.com and
Employee Portal – “Ride” with Documentum
Partner – Braun Consulting (2004)
• E-Room installed for content collaboration (2004)
• Upgraded to 5.3 SP1 with TSG (2006)
• Dealer Portal Added to Platform with TSG/IBM
(2007)
• Upgraded to 5.3 SP5 with TSG (2007)
WCM Applications
• H-D.com
– For Access by public
– Site use to promote/sell products
– Leverage from WCM
• Ride – Employee Portal
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For Access by employees
Site used for corporate communications
Same WCM architecture / platform as H-D.com
Bea Weblogic Portal
• Dealer Portal
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For Access by external dealers
Site used to distribute information to dealerships
Leverage from WCM and Portal Software
IBM Websphere Portal
Web Publisher Overview
Basic Web Publisher
• Authors select a template
• Complete temple with:
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Text
Images
Dates
Other relevant content existing in repository
• Content is saved in XML and can be rendered using XSL
into:
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HTML
JSP
XML
Other
Harley Content H-D.com
• Authors select page layout
• Authors select images and content components
• Content components are authored separately
What are typical issues?
• While separate components provides huge
benefits…
– Change one image or text and it is changed
throughout the entire site….
• Navigation between pages and
components can be difficult as the site and
number of component grows
• Creating additional objects/pages for
localization can be complex
Harley Approach – In Context
Editing
Staging / WIP
Site
Production
Site
* Edit Page
Edit Selected
Page in Web
Publisher
Web Publisher
Page
Edit selected
page from list
of components
List of all
components
on Page
* Custom to Harley
Object Map Tool (In Context Editing)
Localization – Typical Web
Publisher
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2.
3.
Create Localized Page (1 to n languages)
Create Localized content (1 to n times, 1 to n
languages)
Update the page to point to new components
Harley Alternative
1.
2.
Tool to allow authors to automatically generate
localized pages and content for multiple components
and languages
Allow editors to use In Context Editing to update
Localization Tool
Other Unique WCM components
for Harley
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Web Services
Dealer Portal Architecture
Navigation Manager
OpenMigrate
Custom Web Services
• Authentication Service
– Authenticate
• Content Service
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Get Content
Create Content
Update Content
Checkout Content
Cancel Checkout Content
Checkin Content
Delete Content
• Query Service
– Run a Query
• Policy Service
– Attach Policy
H-D System
H-D System
Web Services Layer
H-D System
Advantages to a Custom Web
Services Approach
• Custom Logic needed for Harley
– For certain business rules
• Integration with Services Group (no
Documentum Knowledge)
• Reduction of upgrade efforts
– No client Application changes based on
upgrade of Documentum
Dealer Portal Content Management
Portal Diagram
Other Harley CMS Systems
Content Authors (WCM)
Content Management
-Content Entry
-Version
-Security
-Checkin/Checkout
-Approval
Portal
-Personalization
-Dealer Authentication
-Dynamic Content Display
Portal determines which content appears in
which page based on business rules!!!
IBM Portal
• Chose IBM portal to deliver content to users
• Reason?
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More robust portal engine (programming infrastructure)
More robust set of features
Use of out-of-the-box content portlets
Politics
• Eliminated IBM portal as an option for content creation
and management
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User interface was lacking
Metadata controls lacking i.e. no drop downs
Limitation on date fields
Workflow limitations
Chose Documentum Web Publisher
Dealer Portal Data Flow
Other Harley CMS Systems
TSG created
Web Services
Content Authors (WCM)
Web Publisher
Ephox editor
TSG created
RSS producer
Web Publisher
iWCM
Navigation Manager
• Most Web Publisher created sites use attributes of
the content to derive the navigational structure
• Navigation Manager publishes page hierarchy in XML
OpenMigrate
• Used for “New Models” and content localization
• Customized OpenMigrate to allow “Batch Zip” importing
• Attributes entered in spreadsheet, but can be updated from
application
• Successfully migrated a batch of 37,000 documents
Lessons Learned
• Content delivery side – The out-of-the-box functionality of IBM’s portal
did not completely satisfy the business needs.
• Set standards early and live by them. RSS feed standards changed.
Same goes for requirements!
• As far as upgrades go, you can never do enough testing in the
development environment
• Navigation Manager
– Business is happy with functionality, makes building a site easier
– IT is concerned about extending the product to meet future needs
• “Black Box” – limited ability to extend and customize Navigation Manager
– Does not support globalization out of box
– The product does not “play well” with content not managed by Navigation
Manager.
• To remedy the issue we needed to install a separate instance of Web Publisher
– Unsupported without contract
Questions?
Contact
Jarod Newman
[email protected]
Brad Agdern
[email protected]