Sample of the training course I created for a client.

1. Liferay CMS Essentials
Module 1: Define

2. Pre- Session
GETTING TO KNOW YOU
Welcome to Day 1
My Name is Christian Goetzman
Married, no Kids, 3 Dogs,
Movie - True Romance
Band - Black Keys
Author - WEB Griffin

3. Pre- Session
GETTING TO KNOW YOU
Motivation System
Raffle Tickets for solid questions, answers & participation
Top Prize = $$$ Kindle Fire 8.9 HD
Runner Up = $$ Kindle Fire

4. Mod 1: DEFINE
TODAYS SCHEDULE
Day 1
Pre Session- Welcome
Pre Session- HTML Temp Check
Module 1: Define
● Intro to Liferay
● Definitions and Terminology
● Company Wide Buy-In to UX Brief
● Content Strategy
Module 2: Design
● WYSIWYG
● Web Content
●
Break
Break
Exercise 1: Set up Environment
● Login and Get around
● Configure your account
Lunch- 1 hour
Exercise 2: Static Content
● Articles
● WCD

5. Mod 1: DEFINE
GETTING TO KNOW YOU
Mod 1: Define
Intro To Liferay

6. Mod 1: DEFINE
User Experience
Liferay:
The Open Source Enterprise Portal Solution
1. Simple...er
2. Flexibility
3. Secure
4. EE Support

7. Mod 1: DEFINE
Liferay & Class Resources:
1. UX Brief
2. Portal User Guide
3. HTML Cheat Sheet
4. CSS Cheat Sheet
5. Liferay Sync Download
Resources

8. Stop, Picture Time

9. Mod 1: DEFINE
GETTING TO KNOW YOU
Definitions & Terminology

10. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Liferay Specific Terms
●
Portal: Corporate Site that allows User specific content
●
Portlet: Widgets and Modules on a Portlet Page
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User: Anyone on the portal, logged in or not
○ Roles determine permission level
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Site: Web Site unit under a portal
○ User Group: Arbitrary group of users under a site
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Organization: Org unit under a site
○ Team: Arbitrary group of users under an organization
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Scope: All of the above are different scopes
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Public/Private: Permission based security for viewable pages

11. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Portal Organization Structure

12. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
The Permission Engine
Permissions on every level
●
Except Individual User Acts
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SIte, Org, Team & Group
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Roles
○
○
○
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Regular - Portal Admin
Site - Site Admin
Org- Org Owner
Custom - Message Board Admin*

13. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
User Roles
Users can have multiple roles

14. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Liferay Specific Terms (Continued)
●
Web Content: Anything from posts, articles, docs or media
○
Documents: Items in the Documents & Media Library
■ Images, PDF, audio and video files
○
Structures & Templates: Customizable area for layout and
scripting functions
○
Meta Data: Descriptions, Categories & Tags
■
Category: Topics or any other organizational terms
■
Tags: Keywords, Buzz Words & Phrases
http://www.liferay.com/documentation/liferay-portal/6.1/user-guide/-/ai/lp-6-1-ugen03-tags-and-categories-0

15. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Liferay (LR) User Interface (UI) Related Terms
●
Navigation: Path through a site
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Mega Menu: Enhanced Dropdown Navigation
●
Dockbar: Global Admin Nav
●
In Context vs Control Panel Editing
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Asset Publisher(AP) & Web Content Display (WCD)
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Forms: Data Capture

16. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Liferay UI
●
Navigation: Users tool to travel
through portal or site
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Dockbar: Global Portal Nav for
Admins
●
Portlet Configuration
●
In Context Editing
●
Control Panel: Admin UI by portal
level and user permissions
●
WCD & AP: Static and Dynamic
display of content
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RSS: Publish content using feeds
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Hero Bar: Top area on Internal
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Slider: Home Carousel

17. Mod 1: DEFINE
Class Concepts
●
Training Site: LR
Organisation for this class
●
Dashboard: Your Personal
pages
●
Profile Page: Your "Public"
pages
●
Whiteboard: Class Exercises
and Modules
●
Classroom: Class room forum
for questions notes and
discussions
●
Library: All Docs & Media
DEFINITIONS & TERMINOLOGY

18. Mod 1: DEFINE
DEFINITIONS & TERMINOLOGY
Other Training Terms
●
User Experience (UX): All encompassing effect of a visit to your
site
●
Personas: Audience, Roll or User based research and Modeling
●
Search Engine Optimization (SEO): Anything to get more visits
○
○
●
Keyword: The word or phrase that content is focused on
Inbound Link: like referrals improve sites online rep
Analytics:
○
○
○
Visits, Unique Visitor & Traffic
Goal: The intended result of content, CTA or campaign
Conversion: Success of a goal, not always a sale

19. BREAK
BE BACK IN 15 MIN

20. Mod 1: DEFINE
GETTING TO KNOW YOU
User Experience

21. Mod 1: DEFINE
User Experience
UX Is Everything... Almost
■ Know your Audience- AKA Personas
■ Tone-Don't look at me in that voice
■ The Business Case
■ Company Wide Buy-In to UX Brief

22. Mod 1: DEFINE
Content Strategy
Cleco Self-Service Solution
●
Self-Service
Customer Account Management w/o the need
for Support Rep
●
●
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An integrated approach
Focused on usability
Find-ability curbs support calls

23. Content Strategy
Mod 1: DEFINE
Content strategy
DEFINE
PLAN
DESIGN
ANALYZE
DEVELOP
CREATE
RESEARCH + TESTING
DEPLOY
GOVERN

24. Content Strategy
Mod 1: DEFINE
Define- Content comes first
●
Content Inventory*
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Content Audit
●
Gap Analysis

25. Content Strategy
Mod 1: DEFINE
Inventory -Every 6 Months
●
Inventory
●
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Audit
●
●
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Know what is out there
Check up for Meta Data
Assess relevance
Ask Why?
Keep Toss or Expire
Gap Analysis
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Fill in where you're thin
Direction for content
*Informed by Analytics

26. Mod 1: DEFINE
Content Strategy
Design- 6.1 CMS & Content Strategy
Asset Publisher
●
Taxonomy Driven
●
Flat Architecture
● Usability
● SEO
●
Content Sharing
●
Related Content

27. Mod 1: DEFINE
Content Strategy
Develop-Leverage features
● Theme:
● Layout templates
● Swappable Themes
● Structures
● CTA
● Homepage Slider
● Internal Hero Bar
● Roles & Permissions
● Hidden Content
● Drive Form submission
● Forms & Landing page

28. Content Strategy
Mod 1: DEFINE
Deploy- Data leads the way
●
LAR export/import
●
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Dev & QA Instances
Backup
●
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Analytics Integration
●
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A/B testing
SEO
Conversion Funnels
Optimization
Workflow
●
Message board
Admin
Add/Edit Content
Liferay Sync
●
Doc Management

29. Mod 1: DEFINE
Content Strategy
How We Got Here
● An integrated approach
● Focused on usability
● Find-ability curbs support calls
Compromise is good, its the process that counts

30. BREAK
BE BACK IN 5 MIN