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E-raamat: Enterprise Content and Search Management for Building Digital Platforms

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  • Formaat: EPUB+DRM
  • Ilmumisaeg: 16-Dec-2016
  • Kirjastus: Wiley-Blackwell
  • Keel: eng
  • ISBN-13: 9781119206835

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Provides modern enterprises with the tools to create a robust digital platform utilizing proven best practices, practical models, and time-tested techniques

Contemporary business organizations can either embrace the digital revolutionor be left behind. Enterprise Content and Search Management for Building Digital Platforms provides modern enterprises with the necessary tools to create a robust digital platform utilizing proven best practices, practical models, and time-tested techniques to compete in the todays digital world. Features include comprehensive discussions on content strategy, content key performance indicators (KPIs), mobile-first strategy, content assessment models, various practical techniques and methodologies successfully used in real-world digital programs, relevant case studies, and more. Initial chapters cover core concepts of a content management system (CMS), including content strategy; CMS architecture, templates, and workflow; reference architectures, information architecture, taxonomy, and content metadata. Advanced CMS topics are then covered, with chapters on integration, content standards, digital asset management (DAM), document management, and content migration, evaluation, validation, maintenance, analytics, SEO, security, infrastructure, and performance. The basics of enterprise search technologies are explored next, and address enterprise search architecture, advanced search, operations, and governance. Final chapters then focus on enterprise program management and feature coverage of various concepts of digital program management and best practicesalong with an illuminating end-to-end digital program case study. 





Offers a comprehensive guide to the understanding and learning of new methodologies, techniques, and models for the creation of an end-to-end digital system Addresses a wide variety of proven best practices and deployed techniques in content management and enterprise search space which can be readily used for digital programs Covers the latest digital trends such as mobile-first strategy, responsive design, adaptive content design, micro services architecture, semantic search and such and also utilizes sample reference architecture for implementing solutions Features numerous case studies to enhance comprehension, including a complete end-to-end digital program case study Provides readily usable content management checklists and templates for defining content strategy, CMS evaluation, search evaluation and DAM evaluation

Comprehensive and cutting-edge, Enterprise Content and Search Management for Building Digital Platforms is an invaluable reference resource for creating an optimal enterprise digital eco-system to meet the challenges of todays hyper-connected world.

Arvustused

Information management for enterprises with a business case in mind if theyre ready to take on Shivakumars extensive prescription for CMS developers, data architects, management, and content strategists The Magpi, issue 60, Aug 2017

Preface xvii
Acknowledgments xxvii
About the Author xxix
About the Companion Website xxxi
Part 1 Content Management Basics for Digital Platforms
1 Introduction to Digital Platforms
3(29)
1.1 Enterprise Digital Ecosystem
4(11)
Digital Opportunities for Enterprises
4(1)
Challenges in Modern Digital Enterprises
5(1)
Enterprise Digital Capabilities
6(3)
Digital Disruption across Business Domains
9(6)
1.2 Concepts of Enterprise Content Management (ECM)
15(5)
Enterprise Content Ecosystem
15(1)
Content Presentation
16(1)
Content Applications
16(2)
Enterprise Services
18(1)
Access Channels
18(1)
ECM vs WCM
19(1)
Book's Focus Areas
19(1)
1.3 Enterprise Digital Strategy and Content Strategy
20(8)
Enterprise Digital Strategy
21(3)
Core Digital Technologies
24(1)
Digital Content Strategy
25(3)
1.4 Digital Content Management and Enterprise Search: An Overview
28(2)
Digital Content Management
28(1)
Enterprise Search
29(1)
Enterprise Sources Used by Search Engine
30(1)
1.5
Chapter Summary
30(2)
2 Content Strategy
32(50)
2.1 Overview of Content Strategy
32(6)
Introduction to Content Strategy
33(1)
Main Tenets of Content Strategy
33(1)
Related Strategies and Artifacts Used in Content Strategy
34(2)
Common Challenges with Content
36(2)
Definition of Key Terms
38(1)
2.2 Prerequisites for Content Strategy
38(3)
Content Requirements
39(2)
2.3 Defining Content Strategy
41(32)
Phases of Content Strategy
41(5)
Design Considerations
46(4)
Core Elements of Content Strategy
50(23)
2.4 Content Strategy Case Study
73(6)
2.5
Chapter Summary
79(3)
3 Basics of Content Management Systems
82(22)
3.1 What Is a Content Management System?
82(7)
Business Drivers for CMS
84(1)
Utilities of CMS
85(1)
Challenges in Implementation of CMS
86(1)
CMS Trends
87(2)
Various Roles in CMS
89(1)
3.2 CMS Key Design Principles
89(3)
Reusability and Flexibility
89(1)
Taxonomy and Metadata Definition
90(1)
Standards Definition
90(1)
Consolidated Content Repository
91(1)
Governance Model
91(1)
Content Syndication and Services
91(1)
CMS Evaluation
91(1)
3.3 CMS Capabilities and Attributes
92(6)
Desired Core Capabilities of CMS
92(2)
Main Functionality of Core CMS components
94(2)
Desired Attributes of CMS
96(2)
3.4 Content Lifecycle Management in CMS
98(2)
3.5 A Brief Description of Open Source CMS and JCR
100(2)
Drupal (https://www.drupal.org/)
100(1)
Joomla (https://www.joomla.org/)
101(1)
WordPress (https://wordpress.org/)
101(1)
JCR Implementation: Apache Jackrabbit
102(1)
3.6
Chapter Summary
102(2)
4 Content Management System Architecture
104(50)
4.1 CMS Design and Architecture
104(2)
CMS Implementation Approach
105(1)
4.2 Modern CMS Architecture Patterns
106(7)
MVC Architecture
106(2)
N-tier Architecture and N-layer Architecture
108(1)
Service-Oriented Architecture (SOA)
109(2)
Microservices Architecture
111(2)
4.3 CMS Value Articulation and Solution Principles
113(1)
CMS Value Articulation Framework
113(1)
4.4 CMS Solution Design Principles
114(4)
4.5 Design of CMS Solution Components
118(12)
Multi-Site Management Design
118(6)
Content Folder Design
124(1)
Content URL Design
124(2)
Localization Design
126(3)
Collaboration Design
129(1)
4.6 CMS Operations Management
130(7)
Release Management Process
131(3)
CMS Maintenance
134(3)
4.7 Realizing Content Strategy with CMS
137(1)
Content Design and Creation Using CMS
137(1)
4.8 CMS Reference Architectures
137(15)
Customer Experience Platform (CXP) Reference Architecture
137(6)
Knowledge Management System Based on CMS
143(4)
Digital Marketing Platform Based on CMS
147(1)
Architecture of Apache Jackrabbit
147(5)
4.9
Chapter Summary
152(2)
5 Development Using Templates and Workflows
154(41)
5.1 CMS Template Design
154(6)
What Are Templates?
155(1)
Authoring Template, Presentation Template, and Page Layout
155(2)
Design of Authoring Templates
157(1)
Content Templates Based on Open Standards
158(1)
Content Presentation Templates
159(1)
5.2 Authoring Content Using an Authoring Template
160(5)
Template-User Interface
162(1)
Using Templates for Pages
162(3)
5.3 Chunking and Templates for Chunks
165(13)
Design Considerations for a Content Chunk
168(1)
Content Chunk-Based Page Content Aggregation
168(2)
Case Study: Chunk Identification and Chunk Template Design for Product Pages
170(6)
Template Guidelines and Best Practices
176(2)
5.4 Template Support among Various CMS
178(1)
5.5 Case Study: Building Content Templates for a Web Support Site
179(4)
Web Support Site Case Study: Context and Overview
179(4)
5.6 Content Workflows
183(6)
Workflow Design
184(3)
Designing Workflow
187(1)
Workflow Optimization
188(1)
5.7 Case Study: Modeling Workflow for a Knowledge Management System
189(3)
5.8
Chapter Summary
192(3)
6 Content Information Architecture, Taxonomy, and Metadata
195(26)
6.1 Intuitive Information Architecture
196(6)
Goals of IA
196(1)
Elements of IA
196(1)
Defining IA
196(2)
Best Practices While Defining IA
198(1)
Role of IA in Content Strategy
199(1)
IA Design Samples
200(2)
6.2 Introduction to Taxonomy and Metadata
202(6)
Advantages of Taxonomy and Metadata
203(1)
Business Drivers for Taxonomy and Metadata
204(1)
Taxonomy and Metadata Best Practices
204(1)
Types of Metadata
205(1)
Metadata Hierarchy Modeling
205(3)
6.3 Metadata Usage in Relevant Content Discovery
208(1)
6.4 Integration of Metadata with CMS
208(2)
6.5 Metadata Standards and Formats
210(2)
Dublin Core
210(1)
Simple Knowledge Organization System
211(1)
6.6 Case Study: Content Metadata to Increase Search Effectiveness
212(2)
Internal Search
213(1)
External Search
214(1)
6.7 Other Utilities of Content Metadata
214(2)
Metadata-Based Content Categorization
214(1)
Marketing and Sales Support
214(1)
Metadata-Driven Content Personalization
214(1)
Metadata-Based Page Customization
215(1)
Content Metadata for Navigation
215(1)
Analytics Metadata
215(1)
Content Metadata for Workflow
215(1)
Using Metadata for Reusing Content Chunks
215(1)
Security Metadata
216(1)
6.8 Taxonomy Governance
216(1)
Social Tagging
217(1)
6.9
Chapter Summary
217(4)
Part 2 Advanced Content Management
7 Content Integration and Content Standards
221(32)
7.1 Content Integration Requirements
221(1)
7.2 CMS Integration View
222(3)
Enterprise CMS: The Big Picture
223(2)
7.3 CMS Integrations
225(10)
Security Integration
225(1)
Translation System Integration
226(2)
Search Engine Integration
228(1)
Content Services Integration
229(2)
Portal Integration
231(1)
Presentation Engine Integration
232(1)
Metadata Management System (MMS) Integration
232(1)
Feed Integration
233(1)
Digital Asset Management (DAM) Integration
233(1)
JCR-Based Integration
234(1)
7.4 CMIS-Based Integration
235(2)
When can we use CMIS-based integration?
236(1)
JCR and CMIS
236(1)
7.5 CMS Integration with Other Systems
237(1)
7.6 Content Standards
237(13)
HTML/XHTML
239(1)
XML (Extensible Markup Language)
239(3)
DITA (Darwin Information Typing Architecture)
242(2)
JSON (JavaScript Object Notation)
244(1)
SCORM (Sharable Content Object Reference Model)
244(2)
Feed Formats: RSS/ATOM
246(1)
Web Service Standards: SOAP and REST
247(3)
7.7
Chapter Summary
250(3)
8 Digital Asset Management and Document Management
253(19)
8.1 Digital Asset Management (DAM)
254(9)
DAM Definition
254(1)
DAM Objectives and Trends
254(1)
Need for DAM
255(1)
DAM Business Scenarios
256(1)
Architecting an Enterprise DAM System
257(4)
DAM Challenges and Best Practices
261(2)
8.2 Document Management
263(7)
Capabilities of Document Management System
263(2)
Document Management Elements and Functions
265(1)
Document Management Evolution and Road Map
266(1)
Case Study: Document Management Solution for a Banking Portal
266(4)
8.3
Chapter Summary
270(2)
9 Content Migration
272(25)
9.1 Content Migration
272(23)
Content Migration Drivers
272(1)
Content Migration Principles
273(2)
Migration Design Considerations
275(1)
Migration Challenges and Best Practices
276(3)
Migration Checklist
279(1)
Migration Approach
279(5)
Content Migration Examples
284(3)
Migration Governance
287(1)
Migration Automation
288(2)
Cutover Plan
290(1)
Migration Case Study: JCR-Based Custom Migration Script
291(4)
9.2
Chapter Summary
295(2)
10 Content Governance: Validation, Analytics, KPIs, SEO, and Evaluation
297(30)
10.1 Content Validation
298(6)
Content-Testing Checklist
300(4)
10.2 Content Analytics and KPIs
304(8)
Content Analytics
304(6)
Content KPIs
310(2)
10.3 Content SEO
312(3)
Content SEO Strategy
312(1)
Content SEO Best Practices
313(2)
10.4 CMS Evaluation Framework
315(7)
Business Considerations for Selecting a CMS Product
315(2)
Evaluation Framework
317(5)
10.5 Appendix: WCMS Features
322(3)
10.6
Chapter Summary
325(2)
11 Content Security
327(25)
11.1 Content Security Vulnerabilities and Mitigation Steps
327(6)
Cross-Site Scripting (XSS)
328(1)
SQL Injection Attacks
329(1)
Denial of Service (DoS) and Distributed Denial of Service (DDoS)
330(1)
Cross-Site Request Forgery (CSRF)
331(1)
Clickjacking
332(1)
11.2 Generic Content Security Scenarios
333(4)
Authentication and Authorization
333(1)
Single Sign-on (SSO)
334(1)
Permission Model Using Roles and Permissions
334(3)
11.3 Security Testing
337(2)
Core Security Testing
337(1)
Security Code Reviews
337(1)
Penetration Testing
338(1)
11.4 Security Best Practices
339(5)
Adopt Multi-Layer Security
339(1)
Robust Account Management
340(1)
Proactive Scanning and Vulnerability Assessment
340(1)
CMS Patching and Upgrades
340(1)
Transport-Level Security
341(1)
CMS Hardening
341(1)
Security Logging and Auditing
342(1)
Content Archival and Backup
342(1)
Content Classification
342(1)
Disaster Recovery and Business Continuity
342(1)
Restricted File Permissions
343(1)
Security Monitoring
343(1)
Iterative Security Testing
343(1)
Error Handling and Resource Handling
343(1)
Security Governance
344(1)
Web Application Firewall (WAF) and Security Plugins
344(1)
Hosted Content Systems
344(1)
11.5 Case Study: Security Testing for a CMS Application
344(6)
Application Background
344(1)
Security Testing Details
345(1)
Security Vulnerabilities and Remediation Measures
345(5)
Application Retesting
350(1)
11.6
Chapter Summary
350(2)
12 Content Infrastructure and Performance Optimization
352(25)
12.1 CMS Infrastructure Architecture
352(6)
Infrastructure Sizing
353(1)
Basic Concepts of CMS Deployment Architecture
354(1)
CMS Deployment Setup
355(2)
Disaster Recovery Setup
357(1)
12.2 Content Performance Optimization
358(6)
Optimal Content Design
358(1)
Optimal Page Design
358(2)
Optimized Publishing Workflows
360(1)
Database-Level Performance Optimizations
360(1)
Content Caching Design
360(1)
Monitoring and Notification Setup
360(1)
Proactive Identification of Memory Leaks
361(1)
CMS-Level Performance Optimizations
361(1)
Logging
362(1)
CMS Caching
362(1)
Search-Engine-Level Performance Optimization
362(1)
Infrastructure-Level Performance Optimization
362(2)
12.3 Content Performance Key Performance Indicators (KPIs)
364(1)
Collecting Content Performance KPIs
364(1)
Content Performance KPIs
364(1)
12.4 Content Performance Validation
365(1)
12.5 Content-Related Best Practices
366(7)
Content Best Practices
366(1)
Content Best Practices Checklist
367(3)
CMS Best Practices
370(3)
12.6
Chapter Summary
373(4)
Part 3 Enterprise Search Technologies
13 Introduction to Enterprise Search
377(21)
13.1 Introduction to Enterprise Search
378(5)
Business Drivers
378(2)
Technology Drivers
380(1)
Challenges of Enterprise Search
381(1)
Generic Best Practices of Enterprise Search
382(1)
13.2 Enterprise Search Overview
383(6)
Enterprise Search Architecture Layers
383(1)
Web Search vs. Enterprise Search
384(2)
Search-Related Trends
386(2)
Search Evolution
388(1)
Key Value Proposition of Enterprise Search
389(1)
13.3 Enterprise Search capabilities
389(3)
13.4 Enterprise Search Features
392(5)
Basic Search Features
392(1)
Advanced Search Features
393(3)
Features in Apache Solr and ElasticSearch
396(1)
13.5
Chapter Summary
397(1)
14 Advanced Enterprise Search
398(29)
14.1 Federated Search
398(5)
Features of Federated Search
399(1)
Sample Federated Search Architecture
399(1)
Common Challenges with Federated Search
400(2)
Enterprise Search through Intermediate Aggregation Repository (Alternative to Federated Search)
402(1)
14.2 Advanced Search Features
403(6)
Relevancy Rank Adjustment and Rank Boosting
403(1)
Personalized Search
404(1)
Alternative Search Suggestion
405(1)
Secured Search
405(4)
14.3 Enterprise Semantic Search
409(3)
Key Elements of Semantic Search
410(1)
Enterprise Semantic Search Architecture
411(1)
Enterprise Semantic Search Process
411(1)
Semantic Search Capabilities in Apache Solr
412(1)
14.4 People Search and Social Search
412(3)
Challenges in People Search
413(1)
People Search Design
413(1)
Sample People Search in Apache Solr
414(1)
Social Search
414(1)
14.5 Mobile Search
415(1)
14.6 Big Data Search
415(2)
Apache Solr Integration with Apache Hadoop
416(1)
14.7 Search Engine Optimization (SEO)
417(5)
Page-Level SEO Tags
417(2)
SEO Strategy
419(1)
SEO Best Practices
420(1)
SEO Anti-Patterns
421(1)
14.8 Case Study: Information Management Portal Driven by Apache Solr
422(2)
Background and Context
422(1)
Information Management Portal Solution Components
422(2)
14.9
Chapter Summary
424(3)
Further Reading 427(2)
Index 429
SHAILESH KUMAR SHIVAKUMAR is Senior Technology Architect at digital practice of Infosys Technologies Limited, and a TOGAF 9-certified enterprise architect with over 15 years of industry experience. He is also the Guinness World Record holder for participation in successfully developing a mobile application in a coding marathon. Shivakumar has four patent applications and has published two books in the ¬field. He is an alumni of Indian Institute of Management Calcutta (IIMC) and has lead various large-scale digital transformation programs. He has published several papers and presented talks at IEEE conferences related to topics of digital technologies