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Global Information Management,
   BluePrinting and Security
        A Toronto Tridion Users Group Talk
               Tristan Corry-White
                22 February 2012
Whois

Senior Technical Architect
      @ Cognizant
GLOBAL INFORMATION MANAGEMENT
Wut?!
Global Information Management
“Global Information Management is a
strategy that enables you to engage with
your customers, from brand awareness
through to sales and after-sales support,
across channels and languages.”
More generally:

     The entire ecosystem of
 information management tools
and platforms in your enterprise
Such as
•   Web Content Management
•   Collaboration & Sharing
•   Terminology Management
•   Structured Content Management
•   Taxonomy & Metadata Management
•   Digital Asset Management
•   Customer Engagement
•   Audience Profiling
•   Web Analytics
O__o
Why?
• Create content once
• Manage information using best-in-breed
  platforms
• Avoid generalisation and customisation
• Empower and measure customer
  engagement
Or more succinctly...
• To ensure that


           Dollars In ≥ Dollars Out
• And


  Dollars In Month N + 1 ≥ Dollars In Month N
Very TQM
In practice
• It means utilising each platform for what it is
  most effective at doing

• Integrating information silos

• And tracking how the content performs in the
  real world
For example
Microsoft SharePoint         SDL Tridion
Rocks at                     Rocks at
• Collaboration              •   Everything!
• Sharing                    •   Web Content Management
• Document management        •   Content re-use
                             •   Multi-channel, multilingual delivery
So let’s be friends...
Microsoft SharePoint                          SDL Tridion

             Create a
               new                                                           Import it
             product

                                                        Update it                                  Re-use it
                                                      automatically                                globally
                        Collaborate
 Update it
                            on it
                                       SDL Tridion
                                      Connector for
             Share it                  SharePoint                Track its
                                                               performance
                                                                                          Link to it
                                                                                         dynamically
The End?
BUT WAIT, THERE’S MORE!
“Re-use content globally,” you say?
    Indeed – write once, run anywhere*
              (unlike Java!)




              * in SDL Tridion :)
But how?


BluePrinting
What can I do with BluePrinting?
• Create local content items in Parent
  Publications
• Inherit those items automatically into
  Child Publications
• Create local copies (e.g. for translation)
• Re-use content as widely as required
What goes into a BluePrint?
    Org Chart              Taxonomy Requirements
Business Units / Divisions        Markets & Products

                Information Architecture
Translation Requirements
                                   Delivery Channels
     Syndication Requirements

                                      [Kitchen Sink?]
But ultimately...

 Information Architecture
In this context


Information Architecture ≠ Website Navigation
Think of a waterfall

Water flows downwards through
        connected pools
Similarly

                                         Corporate



                   English                                              French



Canada   Ireland             UK     US               Belgium   Canada            France   Netherlands
But with...
•Multiple inheritance

•Priorities
For example:
French content FTW!
      (For the Win!)
Thus:
                          Corporate
                                                        SDL Tridion
                                                        Connector
                                                            for
                              English                   SharePoint
                                         Widget X




Canada              Ireland               UK                          US
         Widget X             Widget X              Widget X               Widget X
What else?
        Re-use workflows
      (through inheritance)

Define user rights and permissions
WHICH BRINGS ME TO...
Security in SDL Tridion
•Rights

•Permissions
But maybe most importantly


        GROUPS
And how they can be used...

  ... to make a single workflow
process definition rock your world
work for your entire organisation!
But first:
• A right determines the type of item a user can
  work with. Rights apply to Publications

• Permissions determine if a user can view,
  create, delete, or localize the item types for
  which they have rights. Permissions are set for
  each Folder or Structure Group in a Publication
And not a lot of people know that...
Groups are hierarchical
• Group B can have a [member of] relationship
  with Group A
• I.e. Group B is a subset of Group A
• And so on:             Group A

                      Group B



                      Group C
Which is nice, because
                    you can do things like:
                                                            Approvers




                Corporate                                                                                 Waste
                                                         Library Service                 Fire Service
                Functions                                                                               Management
                                                           Approvers                     Approvers
                Approvers                                                                                Approvers



                                           International Book
                                                                        Public Library
Finance Approvers           PR Approvers    Award Microsite
                                                                         Approvers
                                               Approvers
Granular permissions
Generic workflow...
... that feels customised...
... through the magic of code!
... 8 year old code!

(If you’d like that in C#, I’ll be handing
     out business cards at the end)
And thus we see
      One aspect of GIM...
... enabled by Blueprinting...
 ... and supported by clever
     security management.
More information
Tristan.Corry-White@cognizant.com

       www.cognizant.com

       www.sdltridion.com
THANK YOU

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Global im blueprinting security tcw 2012 02-22

  • 1. Global Information Management, BluePrinting and Security A Toronto Tridion Users Group Talk Tristan Corry-White 22 February 2012
  • 5. Global Information Management “Global Information Management is a strategy that enables you to engage with your customers, from brand awareness through to sales and after-sales support, across channels and languages.”
  • 6. More generally: The entire ecosystem of information management tools and platforms in your enterprise
  • 7. Such as • Web Content Management • Collaboration & Sharing • Terminology Management • Structured Content Management • Taxonomy & Metadata Management • Digital Asset Management • Customer Engagement • Audience Profiling • Web Analytics
  • 9. Why? • Create content once • Manage information using best-in-breed platforms • Avoid generalisation and customisation • Empower and measure customer engagement
  • 10. Or more succinctly... • To ensure that Dollars In ≥ Dollars Out • And Dollars In Month N + 1 ≥ Dollars In Month N
  • 12. In practice • It means utilising each platform for what it is most effective at doing • Integrating information silos • And tracking how the content performs in the real world
  • 13. For example Microsoft SharePoint SDL Tridion Rocks at Rocks at • Collaboration • Everything! • Sharing • Web Content Management • Document management • Content re-use • Multi-channel, multilingual delivery
  • 14. So let’s be friends... Microsoft SharePoint SDL Tridion Create a new Import it product Update it Re-use it automatically globally Collaborate Update it on it SDL Tridion Connector for Share it SharePoint Track its performance Link to it dynamically
  • 17. “Re-use content globally,” you say? Indeed – write once, run anywhere* (unlike Java!) * in SDL Tridion :)
  • 19. What can I do with BluePrinting? • Create local content items in Parent Publications • Inherit those items automatically into Child Publications • Create local copies (e.g. for translation) • Re-use content as widely as required
  • 20. What goes into a BluePrint? Org Chart Taxonomy Requirements Business Units / Divisions Markets & Products Information Architecture Translation Requirements Delivery Channels Syndication Requirements [Kitchen Sink?]
  • 22. In this context Information Architecture ≠ Website Navigation
  • 23. Think of a waterfall Water flows downwards through connected pools
  • 24. Similarly Corporate English French Canada Ireland UK US Belgium Canada France Netherlands
  • 27. French content FTW! (For the Win!)
  • 28. Thus: Corporate SDL Tridion Connector for English SharePoint Widget X Canada Ireland UK US Widget X Widget X Widget X Widget X
  • 29. What else? Re-use workflows (through inheritance) Define user rights and permissions
  • 31.
  • 32. Security in SDL Tridion •Rights •Permissions
  • 33. But maybe most importantly GROUPS
  • 34. And how they can be used... ... to make a single workflow process definition rock your world work for your entire organisation!
  • 35. But first: • A right determines the type of item a user can work with. Rights apply to Publications • Permissions determine if a user can view, create, delete, or localize the item types for which they have rights. Permissions are set for each Folder or Structure Group in a Publication
  • 36. And not a lot of people know that...
  • 37. Groups are hierarchical • Group B can have a [member of] relationship with Group A • I.e. Group B is a subset of Group A • And so on: Group A Group B Group C
  • 38. Which is nice, because you can do things like: Approvers Corporate Waste Library Service Fire Service Functions Management Approvers Approvers Approvers Approvers International Book Public Library Finance Approvers PR Approvers Award Microsite Approvers Approvers
  • 41. ... that feels customised...
  • 42. ... through the magic of code!
  • 43. ... 8 year old code! (If you’d like that in C#, I’ll be handing out business cards at the end)
  • 44. And thus we see One aspect of GIM... ... enabled by Blueprinting... ... and supported by clever security management.
  • 45. More information Tristan.Corry-White@cognizant.com www.cognizant.com www.sdltridion.com