Microsoft Content Management Server 2002 : A Complete Guide

by English, Bill; Londer, Olga; Bleeker, Todd; Shell, Shawn; Cawood, Stephen

• ISBN13: 9780321194442
• ISBN10: 0321194446
• Format: Paperback
• Copyright: 2004-01-01
• Publisher: Addison-Wesley Professional

Summary

Content Management Server (CMS) is fast becoming a vital content-management tool that helps administrators and developers handle the ever-increasing amount of content on their Web sites. However, an authoritative source of product information has been missing...until now.

Author Biography

Bill English is the author or coauthor of eight books, and is well versed in Microsoft's collaboration technologies. Bill is a Microsoft Most Valuable Professional and a regular presenter at national conferences, including Comdex and TechMentor Olga Londer is a Principal Technologist at QA. Olga has been the technical lead for numerous projects Shawn Shell is the national Content Management Practice Manager for Dell Professional Services Todd C. Bleeker, Ph.D., is a seasoned professional technology manager Stephen Cawood is a member of the Microsoft Content Management Server (MCMS) product team

Table of Contents

Preface	p. xxi
About the Authors	p. xxvii
CMS Fundamentals	p. 1
Introduction to Content Management Server	p. 3
The CMS Story: Why You'll Want to Implement CMS in Your Environment	p. 3
Features of Content Management Server	p. 5
Summary	p. 9
Installing Microsoft Content Management Server	p. 11
Elements to Consider before a CMS Installation	p. 11
Summary	p. 26
CMS Architecture	p. 27
The History of CMS	p. 27
CMS Architecture--Overview	p. 28
History of a CMS Page Request	p. 28
CMS Architecture--Component Discussion	p. 31
Managing and Rendering Content	p. 32
Authoring Content	p. 40
CMS Development	p. 45
CMS Administration	p. 49
Summary	p. 52
Planning a Content Management Server Engagement	p. 55
Envisioning the Project	p. 56
Planning the Project	p. 62
Developing the Project	p. 65
Stabilizing the Project	p. 68
Sample Planning Document Outline	p. 69
Summary	p. 73
Content Authoring and Publishing	p. 75
The Web Author	p. 77
Overview	p. 77
Browser-Based Publishing	p. 79
CMS Page Modes	p. 84
Creating a New Page	p. 88
Adding Content	p. 93
Saving the Page	p. 108
Setting Up Page Properties	p. 110
Editing the Page	p. 113
Copying, Moving, and Deleting Pages	p. 114
Production Manager	p. 115
Summary	p. 116
Publishing Workflow	p. 117
Overview	p. 117
Submitting the Page	p. 119
Page Status	p. 121
Editor's Approval	p. 122
Moderator's Approval	p. 129
Auto-approval	p. 134
Page Revisions	p. 135
Summary	p. 139
Authoring Connector	p. 141
What Is the Authoring Connector?	p. 141
Authoring Connector Components	p. 143
Using the Authoring Connector	p. 147
Setting Up Publishing Tasks	p. 162
Summary	p. 167
Creating Site Framework	p. 169
Creating a New CMS Site	p. 171
Overview	p. 171
Creating and Configuring a New Database	p. 173
Creating a New Virtual Web Site	p. 176
Using the Database Configuration Application	p. 179
Configuring an IIS Site as a CMS-Enabled Site	p. 185
Adding Virtual Directories Manually	p. 189
Accessing the CMS Site by a Root URL	p. 191
Creating a CMS Site with Shared Resources	p. 194
Summary	p. 198
Setting Up Site Structure	p. 201
Navigation and Channels	p. 201
Using the Site Manager	p. 204
Summary	p. 222
Developing for CMS Using Visual Studio .NET	p. 225
Overview	p. 225
How Is a CMS Project Different from Regular Web Projects?	p. 225
Creating a New CMS Project	p. 227
Template Gallery Items	p. 231
Creating a TGI	p. 231
Adding Placeholder Definitions to Your TGI	p. 234
Adding Custom Properties	p. 239
Summary	p. 243
Template-Based Page Processing	p. 245
Overview	p. 245
Page Processing in Presentation Mode	p. 246
Page Processing in Authoring Mode	p. 255
Summary	p. 258
Designing Templates	p. 259
Overview	p. 259
What Is a Template?	p. 259
Basic Template Types	p. 262
Planning Your Templates	p. 267
Creating a Template File	p. 271
Debugging Your Templates	p. 278
Summary	p. 282
Working with Placeholders in Visual Studio .NET	p. 285
Overview	p. 285
Placeholder Types	p. 285
Effective Placeholder Use	p. 304
Summary	p. 306
Creating Dynamic Navigation	p. 307
Overview	p. 307
What Is Navigation in CMS?	p. 308
Design Considerations	p. 313
Creating Navigation Elements	p. 319
Summary	p. 332
Connected Postings	p. 333
Overview	p. 333
What Are Connected Postings?	p. 333
Creating Connected Postings	p. 335
Workflow Implications of Connected Postings	p. 347
Summary	p. 349
Site Administration and Security	p. 351
Working with Containers	p. 353
Overview	p. 353
Working with Channels	p. 354
Working with Template Galleries	p. 371
Working with Resource Galleries	p. 376
Killing a Lock	p. 384
Purging Revisions	p. 384
Purging the CMS database	p. 386
Summary	p. 388
Setting Up User Rights	p. 393
User Roles	p. 393
Rights Groups	p. 398
Summary	p. 409
Using the Server Configuration Application	p. 411
Launching the SCA	p. 411
General Settings	p. 415
Configuring Cache	p. 421
Setting Up Web Entry Points	p. 425
Adding Domains	p. 428
Configuring Security Settings	p. 430
Summary	p. 438
Managing User Access	p. 439
CMS Authentication and Authorization Process	p. 439
IIS Security	p. 442
ASP .NET Security	p. 447
CMS Authentication and Authorization	p. 455
Summary	p. 467
Securing a CMS Site	p. 469
CMS Installation Security	p. 469
Authentication and Authorization	p. 474
Intranet Sites	p. 476
Internet Sites	p. 485
Extranet Sites	p. 496
Summary	p. 502
Site Deployment	p. 505
Site Deployment Manager	p. 507
Overview	p. 507
Using Site Deployment Manager	p. 508
Automating Package Processing	p. 528
Summary	p. 532
Deployment Scenarios	p. 533
Overview	p. 533
Environments and Deployment	p. 533
Deployment Scenarios	p. 541
Deployment Guidelines	p. 549
Summary	p. 550
Publishing API	p. 551
Introducing PAPI	p. 553
Who Will Need PAPI	p. 553
.NET-Based versus COM-Based APIs	p. 554
Context as the Entry Point to PAPI	p. 555
Principal Objects	p. 556
PAPI Object Model	p. 557
Relationship between Principal Objects	p. 569
Base Classes	p. 571
Exploring Namespaces	p. 573
Summary	p. 577
Obtaining Context	p. 579
CMS Context	p. 579
CmsHttpContext	p. 582
CmsApplicationContext	p. 586
Context Publishing Modes	p. 595
Summary	p. 595
Traversing Channels	p. 597
Checking Channel User Rights	p. 599
Creating and Deleting Objects in a Channel	p. 604
Working with Channel Members	p. 622
Working with Channel Objects	p. 639
Constructing Dynamic Navigation and Displaying Breadcrumbs	p. 662
Summary	p. 667
Managing Postings	p. 669
Checking Posting User Rights	p. 670
Managing Postings	p. 674
Working with Posting Members	p. 695
Working with Posting Child Objects	p. 703
Summary	p. 720
Manipulating Placeholders	p. 721
Placeholder Context	p. 721
Creating and Deleting Placeholders and PlaceholderDefinitions	p. 725
Working with Placeholder Members	p. 737
Working with PlaceholderDefinition Members	p. 741
Working with Placeholder Child Objects	p. 747
Custom Placeholders	p. 748
Summary	p. 748
Searching for CMS Assets	p. 749
Exploring Searches	p. 749
Searching for a Single Asset	p. 750
Searching for a Collection of Assets	p. 756
Efficient Searching for CMS Assets	p. 775
Summary	p. 776
Extending CMS	p. 777
Developing Custom Controls for CMS	p. 779
Overview	p. 779
User Controls	p. 779
Composite Controls	p. 787
Summary	p. 811
Customizing the Web Author Console	p. 813
Overview	p. 813
Anatomy of the Web Author .NET Console	p. 814
Working with the Default Console Control	p. 818
Subclassing to Create a New Action Control	p. 825
Customizing the Web Author Toolbar	p. 831
Customizing the ASP Web Author	p. 834
Summary	p. 836
Extending the Publishing Workflow	p. 837
Overview	p. 837
What Is Extending the Workflow?	p. 837
A Review of the Publishing Events	p. 839
Creating Event Handlers	p. 841
Best Practices for Extending Workflow	p. 851
Summary	p. 852
Publishing Dynamic Data in CMS	p. 853
Overview	p. 853
Why Would You Want to Integrate?	p. 853
Sample Integrations	p. 856
Summary	p. 864
Web Services	p. 865
Common Uses	p. 867
Setup for Coding CMS Web Services	p. 876
Building a Web Service	p. 885
Consuming a Web Service	p. 901
Testing the Web Service	p. 908
Summary	p. 913
CMS Performance	p. 915
Performance Planning	p. 917
Designing High-Performance CMS Sites	p. 917
Developing High-Performance CMS Sites	p. 928
Deploying High-Performance CMS Sites	p. 931
Network Latency	p. 936
IIS Performance	p. 936
SQL Server Performance	p. 937
Security and Performance	p. 938
Summary	p. 938
Performance Testing and Capacity Planning	p. 941
Performance Goals	p. 941
Performance Testing	p. 944
Web Usage Statistics	p. 950
Transaction Cost Analysis	p. 952
Troubleshooting Performance Issues	p. 957
Summary	p. 958
Tips and Techniques	p. 959
Overview	p. 959
Building a Site Map with Recursive Navigation	p. 959
Impersonation	p. 962
Anonymous Content Contribution	p. 966
Creating an Alternate Version of a Posting	p. 967
How Do I Debug a CMS Project?	p. 969
Why Am I Prompted for Logon Credentials When I Have Windows Authentication Enabled?	p. 970
Reducing the Number of Clicks to Attachments	p. 970
Creating Navigation with Existing .NET Server Controls	p. 972
Summary	p. 977
Moving Forward with CMS	p. 979
Upgrading or Migrating Your Site to Content Management Server 2002	p. 981
Migrating Your Existing Site to CMS 2002	p. 981
Content Inventory	p. 982
Functionality Inventory	p. 984
Information Architecture Review and Template Design	p. 986
Workflow	p. 988
Role Definition	p. 992
Content Import	p. 993
Technical and Content Contributor Training	p. 999
Upgrading from CMS 2001 to 2002	p. 1000
Backing Up Your Existing Site	p. 1001
Uninstalling CMS 2001	p. 1001
Finding and Reviewing Your Templates	p. 1002
Running in Mixed Mode	p. 1002
Summary	p. 1003
Appendixes	p. 1005
HTTP Reference	p. 1007
Overview	p. 1007
HTTP Request	p. 1010
HTTP Response	p. 1015
General Header Fields	p. 1019
Entity Header Fields	p. 1020
Summary	p. 1021
Publishing API Reference	p. 1023
CmsHttpContext Parentage	p. 1023
CmsApplicationContext Parentage	p. 1028
Channel Parentage	p. 1030
Posting Parentage	p. 1037
Placeholder Parentage	p. 1046
PlaceholderDefinition Parentage	p. 1048
Index	p. 1053
Table of Contents provided by Ingram. All Rights Reserved.

Excerpts

Microsoft Content Management Server 2002is intended to be an outstanding reference on this emerging product. This book takes an in-depth look at CMS 2002 and outlines all areas of this product: from architecture to content authoring and publishing. In addition, we have chapters that detail how to create a site framework, administer a site, secure the site, and deploy the site in a production environment. There are several chapters on the Publishing API and how to extend CMS in your environment. While most of this book is written for the developer in your organization, there are key chapters that will assist your infrastructure team in installing and monitoring a CMS 2002 production server. In the first part of the book, we cover introductory information and the fundamentals of CMS 2002. This part has a short introduction to CMS 2002, discusses how to install CMS 2002, and then outlines the architecture for CMS 2002 in Chapter 3. Chapter 4 gives a sample outline on how to plan for a CMS 2002 implementation. The second part of the book covers content authoring and publishing activities. We start this part by discussing the Web Author; then we move on to discussing publishing workflow in CMS 2002 and the Authoring Connector. This part is chock-full of examples and instructions on how to complete these tasks. The third part of the book focuses on creating the site framework. We'll show you how to create a new CMS site and how to structure the channel, template galleries, and resource galleries hierarchies in your site. We also have inserted an excellent chapter on how to develop for CMS using Visual Studio .NET, with special attention paid to how a CMS project is different from a generic project. This part also includes several chapters that focus on templates, including a chapter on template-based page processing, one on creating templates, and other chapters that discuss planning, creating, and debugging CMS templates. Finally, we'll discuss working with placeholders in Visual Studio .NET, creating dynamic navigation elements, and connected postings. The fourth part of this book focuses on site administration and security. Hence, we discuss how to work with containers, how to set up user security, how to use the Server Configuration Application, and how to secure access to your CMS site. In Part V, we focus on site deployment issues, such as using the Site Deployment Manager and discussing various site deployment scenarios. Part VI is for the folks who love the nitty-gritty and the details of CMS 2002. In this part, we cover PAPI, obtaining contexts, traversing channels, managing postings, manipulating postings, and finding CMS assets. In Part VII, we discuss how to extend the functionality of CMS 2002. We cover topics like developing custom controls, customizing the Web Author console in Visual Studio .NET, extending the publishing workflow, publishing dynamic data in CMS, and building a Web service for CMS. Part VIII is for those who administer a CMS 2002 server but don't code in the CMS environment. In this part, we cover capacity planning and performance monitoring issues, to help you run your servers more smoothly and efficiently. We also provide tips on troubleshooting. Part IX has migration information for those of you who need to migrate from CMS 2001 to CMS 2002. Complete source code for the examples in this book is available for download atwww.awprofessional.com/titles/0321194446. No technical book has ever been written that can answer all the questions for every reader who picks it up. But this book will be able to answer most of your questions and show you how to install, manage, troubleshoot, extend, configure, and develop for CMS 2002. Also, when it comes to purchasing a book, most readers evaluate the strength of a book, in part, based on who the authors are. Rarely has such a strong author team been assembled to write a book on a specific product. One of our authors works on the CMS team for Microsoft. Three other authors are very experienced developers, including one who is responsible for a nationwide CMS rollout on the CMS 2002 platform. By adding to that the direct support and enthusiasm of the CMS team at Microsoft, and three technical editors, we believe this book will be the benchmark work on CMS 2002. We trust that you will find this book to be an excellent reference as you work toward a full CMS deployment in your organization. 0321194446P10102003