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WelcomeWelcome

CMS IIIWorkshop

Employee Central.

CMS IIIWorkshop

Employee Central.

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Project Sequence – Training, Workshops, Hands-on Sessions

Overall Governance -- Completed/Ongoing

Portal II

Communication Planning (CP)Communication Planning (CP) CP Workshop Create CP Strategy CP Action Planning CP Execution

Taxon-omy I

CMS IPortal I

Governance Overview I

Training & Workshop Activities

Format

Set-up Content Migration

Pre-Launch

SlidesInterwiseLive

Mtg. CBT CBT CBT

CMS IV CMS V Taxo IIIHands-on Working Sessions

Taxo II CMS IIICMS IIEC Over-view

WS WS WS

WS WS WS WS

Delivery

WS

Solution ConceptContent InventoryPreparationProject Timeline

Kickoff

Interwise and I-Learn ---------- Slide Decks ----------------- Slide Decks -------

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Agenda – CMS III Agenda – CMS III

• Reminder: CM definition (and content types)• Review content lifecycle• Creating content

– Templates– Identify appropriate content for templates– Import content– Review standards & guidelines

• Template features• Available templates

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What is Content Management?What is Content Management?

• Content Management is a broad term referring to applications and processes to manage Web-based content and document-based content

• Managing content includes the steps to conceptualize, create, review, approve publish, archive and destroy

Web-based Content -- TemplateWeb-based Content -- TemplateImport Document-

based ContentImport Document-

based Content

Content Management Lifecycle

Content Management Lifecycle

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Maintain

Deploy Approve

CreateConceptCreateRevise

ReviewApprove

DistributePublish

ReviewArchiveDestroy

Key Content Actions within CMS

• Maximum expiration date is 1 year

• Content Owner is notified 4 weeks prior, 2 weeks prior and upon expiration

Review Content LifecycleReview Content Lifecycle

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Creating Content – TemplatesCreating Content – Templates

• In CMS, templates are for Web-based content• Templates allow the separation of content from presentation• There are two types of templates:

• Data Capture Templates (DCT) – to enter content• Presentation Templates – to present content

• By separating content from presentation, content can be created once and presented in multiple locations

• This is one of the keys to “single-source content, controlled and managed by business owners.”

Data Capture TemplateData Capture Template Presentation TemplatePresentation Template

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Creating Content – TemplatesCreating Content – Templates

• In CMS, creating a template involves three initial steps:– New Data Record– Open Template– Select Specific Template to Open

Step 1: In CMS, select File, New Data Record

Step 1: In CMS, select File, New Data Record

Step 2: select “IT Contents” folder to open Templates

Step 2: select “IT Contents” folder to open Templates

Step 3: select templates you want to open/create

Step 3: select templates you want to open/create

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Creating Content -- Identify appropriate content for templatesCreating Content -- Identify appropriate content for templates

• Candidates for Templates – content that is:– Web content– Standard, unchanged format or layout– Frequently updated (e.g. quarterly, monthly, weekly, daily)– Requires the use of complex tools – e.g. under-utilizes an

HTML editor like Macromedia’s Dreamweaver

Selecting IT Services TemplatesSelecting IT Services Templates

IT Services Templates ExampleIT Services Templates Example

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Creating Content -- Import ContentCreating Content -- Import Content

Note: files will be imported into the directory that you have opened; if you want to import to another directory (folder) you will need to navigate to that location.

• Besides templates -- another way to create content is to import an existing file (ppt, doc, xls, etc.) into CMS’s TeamSite

• To do this:– Step 1: navigate to the directory location where you want the file to reside, – Step 2: then click on File, Import File and select the directory location (folder)

where you want to save your file

Step 1: Import Document-

based Content

Step 1: Import Document-

based Content

Step 2: Select directory location – in TeamSite folder structureStep 2: Select directory location – in TeamSite folder structure

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Creating Content -- Review Standards & GuidelinesCreating Content -- Review Standards & Guidelines

• All Web-based content (created with templates) has a standard look and feel – refer to general style guidelines (reviewed on next slide)

• Templates are a means to create and maintain standards for portal presentation (vs. current lack of standards with HalWorld)

Example of a standard presentation template – Basic Free Form HTMLExample of a standard presentation template – Basic Free Form HTML

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Creating Content -- Review Standards & GuidelinesCreating Content -- Review Standards & Guidelines

• General style guidelines -- all pages should have the following elements:– Page margins all set to 0– Page should constrain all content to a maximum width of 800 pixels,

using a table – Halliburton logo in top left-hand corner– 1 pixel wide horizontal rule underneath– H1 element (HTML tag) as the standard page title– 1 pixel wide horizontal rule, 2 line-breaks below the end of the content– Paragraph using “footer” class, containing a dynamic (on HTML render)

copyright year, and the standard Halliburton disclaimer text Note: the paragraph tags within the final page should be set as: <pclass="body">

– Optional “Close Window” and “Print this Page” icons and links. Close Window should appear at the top and the bottom of the page. Print this Page is important for content displayed in gadgets, so should be set parallel to the page title, on the right margin of the page

Note: A companion document will be available with the appropriate HTML code for stylesheet references, and header and footer section layouts. This file also contains “informative” comments to allow for easy parsing of the HTML pages for content display gadget-types. This document will be subject to change depending on design changes that occur to the portal.

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Template FeaturesTemplate Features

1. Fields (required* and optional)2. Cut and paste content from other sources3. Image import4. Visual Format Editor (HTML-friendly)5. Replicating paragraphs6. Generate multiple presentation layouts (printer-friendly and

multi-page documents)7. Preview functionality

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3

7

5

4

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Available TemplatesAvailable Templates

• In CMS, available templates for Web-based content include:1. Basic Free Form HTML (used for announcements)2. FAQ

Basic Free Form HTML TemplateBasic Free Form HTML Template FAQ TemplateFAQ Template

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Available Templates (cont.)Available Templates (cont.)

• In CMS, available templates for Web-based content include:3. Portlet Content – HTML4. Portlet Content – XML

Portlet Content -- HTML TemplatePortlet Content -- HTML Template Portlet Content – XML TemplatePortlet Content – XML Template

SameSame

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Available Templates (cont.)Available Templates (cont.)

• In CMS, available templates for Web-based content include:5. Overview6. Newsletter

Overview TemplateOverview Template Newsletter TemplateNewsletter Template

Will be Editable FieldsWill be Editable Fields

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Thank YouThank You

community pages only

CMS III

Employee Central.

CMS III

Employee Central.

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