Cms recommendation Report



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Recommendation

Based on the



  • vendor response to the University’s functional requirements

  • risk analysis performed

  • issues and benefits identified

  • references from other intuitions and government departments

  • CMS Matrix comparison of CMS products

it was determined that:


all mandatory functional requirements were met by MySource Matrix

  • all identified risks with upgrading to MySource Matrix were assessed as minor or low

Based on the evaluation of MySource Matrix against the University’s requirements and the risk analysis of the upgrade path performed it is recommended that the University upgrade to MySource Matrix.


Appendix One: CMS Functional Requirements



http://teams.admin.uwa.edu.au/sites/projectserver_114/Identification/Architecture/CMS%20Functional%20Requirements%20(Squiz).doc


Item

Description

Technical issues

Criticality

Code

Respondent’s comments

General



The solution must fully support the W3C Web Accessibility Initiative (WAI) for compliance with disability access to online information.

Is this facilitated through HTML Tidy or are there additional mechanisms?

Mandatory

Y/FC

MySource Matrix may be used to publish sites that conform to W3C Web Content Accessibility guidelines.

  • Prompts authors to add additional info for accessibility req. (e.g. ALT tags)

  • Allows authors to publish alternate versions of material (PDF, Flash)

  • Automatically corrects invalid tags (HTML Tidy)

The admin interface of Matrix is itself not web accessible however it is possible to create templates that allow web accessible updating of content through the front-end ‘Simple Edit’ interface.



Built using open standards with a license that allows UWA staff to make modifications.

Please describe.

Mandatory

Y/FC

The software is free and has no licensing fees. Clients have full access to the source code which is open and available for modification by you. Matrix is an open source product which operates well on an open source platform (Apache, Linux and PHP) and uses other open source software to offer additional functionality.



There should be a clear exit path from the CMS where content can be exported in a variety of flexible formats (e.g. XML).

Please provide detail on the way in which content can be exported from the CMS.

Mandatory

Y/FC

MySource Version 4 is an entirely SOAP orientated architecture and there will be an upgrade path between versions 3 and 4.

Some assets include XML interfaces, however these need to be built with the asset when it is created.

Matrix is an open source product and the API to the system is available, allowing you to write a script to perform a complete export of content in whatever format is preferred. Squiz can provide a script to export content in an agreed format if required.

Squiz provide a script that allows you to export the entire contents of your MySource Matrix repository and move it to external storage. Content may also be sent to other backup media such as tape.

Content is exported either as a dump file (tar.gz), in a proprietary XML format (which can then be imported) or in a custom format as defined by an asset listing. The asset listing allows you to print all information about an asset in whatever format you define using MySource Matrix keywords.

Content can be exported from Matrix in XHTML format, for use in third party document management systems (TRIM).





A pricing model where a flat fee for unlimited end-user licenses can be issued.




Highly desirable

Y/FC

The software is free and has no licensing fees.

Interface



Separate layers for managing content, presentation and site structure must exist in the CMS.




Mandatory

Y/FC

Design templates.



Navigational functions in the CMS must be presented consistently and be understandable by the novice user.




Mandatory

Y/FC

Navigation is provided via an intuitive asset map which looks like Windows Explorer.

Content Creation



Easy and intuitive WYSIWYG interface where content may be edited with no prior knowledge of HTML and minimal training.




Mandatory

Y/FC

Includes WYSIWYG editor. System does not require programming skills to operate.



The content creation/editing interface should be accessed through a standard web browser and not require a separate dedicated client or software application. The requirement of browser plug-ins is acceptable.




Mandatory

Y/FC

Windows: IE 6+ and Mozilla 1+.

Mac: Safari 2+ and Mozilla 1+.

Camino also supported for Windows, Mac and Linux.

Requires Java JRE 1.4 or above.





The content creation/editing tool should be configurable in its functionality and appearance with the ability for system administrators to “lock” certain formatting options to preserve an institution-wide “look and feel”.




Mandatory

Y/FC

Matrix includes the provision of a filtered functionality view. Administrators can restrict the amount of functionality a content author can see so they only need to learn the elements that are relevant tot heir job.



Standard authoring features such as spell checking, search and replace, undo and redo and clipboard with cut, copy and paste functionalities should all be supported.




Mandatory

Y/FC

The editor supports spell checking, search and replace, copy and paste and table editing.



Authors need to be able to preview and test content prior to live delivery as they would appear in their published state. This should be either supported from within the tool or in a target web browser.




Mandatory

Y/FC

MySource Matrix allows an author to preview a page as it will appear in the published site by selecting the ‘Preview’ function for the given asset.



Supports creation and deployment of JavaScript, ASP .NET, J2EE, Perl, Python, PHP, SSI, C and cgi scripts.

Please describe.

Highly desirable

P/ALT

Matrix can interface with other development environments but the creation and serving would not occur within Matrix.

Functionality can be added to Matrix through the use of modules (also known as custom assets) which are applications written in PHP. PHP is capable of calling information from many other application types, such as applications written in Java or scripts called from system calls.



http://www.php.com

A COM interface on a dedicated Windows server could be developed to provide .NET integration.

Additionally the Remote Content tool could be used.




Ability to import files, such as HTML, XML, JavaScript and CSS, created in external authoring tools.

Please describe.

Highly desirable

Y/FC

Clients may choose to add a third party application such as the XML module from Open Office to automatically transform standard office documents into XML before being stored in the CMS. Squiz is happy to provide a quote to implement a suitable third party (open source) tool for transforming specific document types to XML as required by the client (~$20,000).

MySource Matrix provides the ‘Structured File Importer’ allowing you to import MS Word documents into Matrix and create a structured tree of pages. The tool converts the file to HTML, creating a new page for each heading it finds.

Bulk upload files from either your PC or the server using the Bulk File Import tool.




Supports an API or similar to assist with bulk importing and exporting of files.

Are there any plans for WebDAV support to assist with bulk importing of files?

Highly desirable

Y/FC

As above.

MySource Matrix provides the ‘Structured File Importer’ allowing you to import MS Word documents into Matrix and create a structured tree of pages. The tool converts the file to HTML, creating a new page for each heading it finds.

Bulk upload files from either your PC or the server using the Bulk File Import tool.

Squiz are currently monitoring the WebDAV standards as they evolve and have created a prototype interface. It is estimated the full WebDAV interface development will be available for approximately $30,000.



Templates and Presentation



Must support separation of content and presentation via templates.




Mandatory

Y/FC

MySource Matrix separates content from presentation through the use of “design” templates, which are used to define the layout of pages.



Ability to centralise control of site design elements.




Mandatory

Y/FC






Template creation should not require advanced programming skills.

Is there any way to create templates other than using the Matrix specific XML tags?

Highly desirable

Y/FC

Design templates must have some Matrix specific tags added tot hem before being loaded to the CMS in order to allow the CMS to interact with the design. These tags and their use are documented and available for free download from the MySource Matrix website.



The CMS should be able to handle multiple, multi-level nested templates.

Is this done through design customisations?

Highly desirable

Y/FC

Matrix allows you to create an unlimited number of designs. Multi-level nesting is achieved via design customisations.



Presentation is to be applied to the content through the use of stylesheets.




Mandatory

Y/FC

You can specify a CSS part of the design which controls the look and feel of your content.

Metadata



Metadata collection must be automated so that appropriate metadata, depending on the type of object, is mandatory and captured at input.




Mandatory

Y/FC

Matrix allows metadata to be enforceable where pages with incomplete metadata will not be allowed to go live.



Metadata collection, storage and output must be able to be implemented inline with current UWA requirements (based upon Dublin Core metadata standards).

More info required on automatically implementing classification system – potential use of Interwoven Meta Tagger or similar product in conjunction with Matrix.

Mandatory

Y/FC

Squiz suggested implementation of a classification system:

Let's say you have a product website. One section of your site is a list of Cameras. A sub-section is for Digital Cameras only.

You would tag the Cameras section with the word "Cameras" and give it a weighting of "1". You would then tag your Digital Cameras sub-category with the phrase "Digital Cameras" and give it a weighting of "2".

When a product is added under the Cameras category, it would get the "Cameras" tag with weighting "1". If you added it under Digital Cameras, it would get the tag "Cameras" with weighting "1" and "Digital Cameras" with weighting "2". This tells Matrix that while this content is about Cameras, it is more about Digital Cameras. Matrix can use this information to find related content more easily.

Setting this tag structure allows for the information architecture to define the metadata, not the content.

To make it easier, you can choose to structure your thesaurus in the same way to make it easier for your staff to tag content correctly and for Matrix to find related content by following word relationships in the thesaurus.

If this functionality is inadequate, Squiz would need to work with UWA to create a detailed work specification and quote. Squiz can provide this specification for a fixed price of $5,000 + GST

We are not aware of any clients using a third party metadata tool.





Ability to support the input of metadata selected from manageable, controlled vocabularies.

Please describe.

Highly desirable

Y/FC

Lexicon Thesaurus tool.

Workflow



All content must be able to go through a task-based workflow process which includes sign-off / approval before being published to production.




Mandatory

Y/FC

Features comprehensive, customisable workflow functionality.



There will be a management tool for customising and managing workflow to capture existing work processes.




Mandatory

Y/FC

Features comprehensive, customisable workflow functionality.



Ability to define roles for each stage of the workflow process and assign them to users/groups.




Mandatory

Y/FC

You can grant permissions to roles and include them in steps within a workflow schema. Users assigned to roles are not fixed – you can define which users or user groups are assigned to a role for individual assets.



Ability for administrators to override the workflow process.




Mandatory

Y/FC

Matrix allows an administrator to override a workflow if required by temporarily removing the workflow and directly publishing the asset. Alternatively the administrator could add themselves to the appropriate user, group or role in order to approve and publish.



Must support workflow tracking and reporting with the ability to annotate comments upon actioning a workflow stage.




Mandatory

Y/FC

The workflow details screen provides information about the status of a workflow, shows the approvals and comments made o date and allows the authoriser to either approve or reject the work. This view may be made available both through the admin and simple edit interfaces.



Workflow processes should issue notifications to users. Notifications should take place via email and use a standard SMTP protocol.

Can email notification include comments?

Highly desirable

Y/FC

Email notifications are created as both text and HTML versions, and therefore are compatible with most standard operating environments.

Workflow notification cannot include comments – a trigger would have to be setup to do this.





The workflow interface should integrate with the preview function so that approvers can review an item as if live.




Highly desirable

Y/FC

MySource Matrix allows an author to preview a page as it will appear in the published site by selecting the ‘Preview’ function for the given asset.



Permits automatic expiration / review of content based on a variety of criteria, including date.

Please describe.

Highly desirable

Y/FC

MySource Matrix allows you to specify a duration for the approval period for each step in a workflow. If the approvals have not been completed by this period after the workflow has commenced, an email notification is sent to the administrator.



  • Supports content expiration / review notification to content creators.




Highly desirable

Y/FC

Upon up-for-review an email is sent to the users defined in the first step of the workflow for that asset.



  • Supports both manual initiation (edit/approve/make live) and automatic initiation (expiry/up-for-review/archiving) of workflow.




Highly desirable

Y/FC

Manual initiation and automatic initial – via Future status – available.

Also Matrix workflow schemas are roles based and therefore designed to allow you to define workflows according to your business rules such that proxy workflow approvals are automatically invoked.





Support for nested workflows.

Please describe.

Highly desirable




[No response offered by vendor]

Versioning & Rollback



Must support locking of assets when in use, such as the check in / check out method.




Mandatory

Y/FC

Provides asset locking before editing.



Must support robust versioning where versions of content are stored upon publishing. Versioning should be able to be implemented automatically and manually (user-specified).

Please describe.

Mandatory

Y/FC

The administrator has the ability to manually change the major version number of the site. This change can be cascaded down to all pages in a site.



Must support version reporting with annotations of content changes for each version.




Highly desirable

P/ALT

Features transparent versioning including who made which change when.

Workflow comments can be viewed at and stage (don’t have to be in rollback view) to see what change was made when.





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