This document provides an overview of wikis including their components, structure, technology, examples, usage guidelines, strengths, weaknesses and threats. A wiki is an easy to use collaborative web application that allows a user community to gather, structure, share and distribute related information using a database, web server and simple markup language. Key components typically include a network, server, LAMP stack and wiki application like Mediawiki. Wikis enable interactive knowledge exchange within a community.
1. Wiki - Sharing information
within a user community
Components – structure – technology –
examples - positioning - usage guidelines –
configuration – strengths – weaknesses -
opportunities – threats
Geert Van Pamel, Belgacom, SCS/CCA/IOT
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Introduction
A Wiki is an easy to use collaborative web application
to gather, structure, share, and distribute related
information within a community, using a database, a
(dedicated) web server and simple markup.
Interactive Knowledge Exchange
• To the external world, a Wiki is a web site
• For the programmer, it is a bunch of PHP scripts
• For the administrator, it is a database & web server
• For the moderator, it is a list of linked articles & authors
• For the user, it is a documentation tool & search engine
• For robots, it is rich & up-to-date web content
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What you will learn here
• Structure, components, technology, configuration
• How it started
• How to use it
• When to use it
• Examples
• Advantages, disadvantages, strong points, weaknesses
• Comparison & positioning with other utilities
• Types of users
• Protection against spam & vandalism
I present both the technical & non-technical aspects
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About me
• ICT Project Manager SCS/CCA/IOT
• Engineer
• ICT Professional since 1984
• Working for Belgacom since 1997
• Author about Linux subject matters
• Interested in (practical) new technology
• Using Wiki since 2005
• Using conference technology since 1986
• Board member of HP-Interex Belgium /Luxembourg
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Typical Components
• A network: intranet, internet
• A server with storage & memory
• LAMP
– Operating system: Linux
– Web server: Apache
– Database: MySQL
– Programming language: PHP
• An application: Mediawiki
• User community: Administrators, moderators, users, teams
• A browser: Internet Explorer, Firefox
Components are (mostly) Open Source - Other implementations exist
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History of Wiki
• Wiki wiki = Hawaii word for “hurry quick” (on the busses)
• First implementation in 1995 - Ward Cunningham
• The lazy programmer (programmers do not like to
document)
• Wikipedia started in 2001
• Mediawiki was developed in 2003
• Cunningham joined Microsoft in 2004 & 2005
• 2005 = The year of the Wiki
• In 2006 Wikipedia contained 4.6 M articles
http://en.wikipedia.org/wiki/Wiki
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Ideas behind
• Structure non-structured data
• Organise & stimulate
teamwork
• Capture knowledge easily
• Simple markup with great
layout
• No application needed
Richard Stallman
– Wikimania 2005
Jimmy Wales
Wikimedia
Foundation
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Examples on the Internet
• Wikipedia, the online encyclopedia http://xx.wikipedia.org
all languages – xx = nl, fr, en, etc.
• http://en.wikipedia.org/w/index.php?title=Terry_Shannon
• http://www.wikipedia.org
• WikiBooks
• Wiktionaries - Wiki dictionaries
• Wikiquotes
• Technical documentation: Linux, Wiki -
https://wiki.ubuntu.com
• http://www.smetty.be (WordPress)
• Organisations: http://www.hp-interex.be - HP Users Group
Belgium /Luxembourg
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Examples in Belgacom
• 2004 - http://wiki.bc – Wiki ITN Strategy (Michel Huberts)
• 2005 - http://bike.bc - BiKe – Belgacom Interactive
Knowledge Exchange, SCS/CCA (Geert Van Pamel)
• 2006 - SDI (Rudi Vankemmel)
• others?
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Principles
• Articles are structured text
• Simple text is knowledge - Layout is automatic
• … or can be done by others
• An URL is a (group of) word(s)
• An article is an URL
• A Wiki word contains at least 1 uppercase
• Content is linked
• Markup is simple, simpler than HTML
• Everybody can do it
• You do not need to be a webmaster to contribute content
• You do not need a tool, only a web browser
• A search engine is embedded
• Revision control is embedded and automatic
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Business rules
• A user logs in
• A user can write or update an article
• An article can be linked to other articles
• An article can contain media type
• Media can be uploaded separately
• An article can contain external URLs
• An article is an URL
• An article can be referenced from the outside (via URL)
• A user (author) is identified (username, password, domain
controller, IP address)
• Full change history is maintained: who changed what when
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Characteristics
• Anybody can change everything, everywhere, anytime
• Nobody is owner of the content
• Information is centrally stored
• Structured
• Easy to become a new member (no transfer of documents)
• A database keeps all (historical) information
• Moderators keep an eye and intervene when necessary
• A built-in search engine
• A database allows to query for articles
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Practical
• Edit is everywhere
• Everything is linked
• Content is shared
• All users are author
• Users build on one-another
• All changes are kept
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When to use
• Project management
• Application documentation
• Technical notes
• Metadata (data about data)
• Product description
• Methods & Procedures
• Policies
• Infrastructure inventory
• Scripts (description)
• Process description
• Support knowledge base
• Documentation (archive)
• Meeting minutes
• Teams, departments
• Alternative shared drive
Remember:
– public readable
– updatable by users
– historical updates archived
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Search engine
• Embedded
• Search in titles
• Search in full text
• Special SQL queries
If you do not find the topic, you can create one (if you know
the subject matter)
External search engines like Wiki also, because of its rich &
structured content -> use of <meta name="KEYWORDS"
content= " … ">
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Articles
• Must have a title
• The title is the most important part of an article (choose
one carefully)
• Synonyms = redirect
• Have a discussion page
• Have a change history
• revision differences
• can be protected (by moderator)
• Note:
–spaces are automatically replaced by _ (underscore)
–if all lowercase, first letter is converted to uppercase
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Technology behind
Internet standards !
• HTTP – HyperText Transport Protocol
• HTML – HyperText Markup Language (SGML, XHTML)
• CSS – Cascading Style Sheets
• PHP – Personal Home Page
• MySQL - Database
• NTLM – NT LAN Manager (domain controller)
• RCS – Revision Control System
• SMTP – Simple Mail Transport Protocol
• Sendmail – SMTP mail router
• LaTeX – Typesetting system
• Media types – PNG, JPEG, GIF
• TCP/IP – Internet network protocol
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Additional tools
• GIMP – GNU Image Manipulation Program
• Internet tools:
–iptables
–whois
–host (nslookup)
• MySQL utilities:
–MySQL Administrator
–Query Browser
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More information
• Mediawiki – http://www.mediawiki.org
–http://en.wikipedia.org/wiki/Mediawiki
• Linux – http://en.wikipedia.org/wiki/Linux
• Apache – http://www.apache.org
• MySQL – http://www.mysql.org
• PHP – http://www.php.net
• HTML, CSS – http://www.w3.org
http://www.w3.org/People/Berners-Lee
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Intranet implementation
• 1 browser type and only 1 version (normally)
–can build specific CSS when needed
–house style, company style sheets, strict
• NTLM authentication, no separate password needed
• modest server
• can serve small communities
• organised teams, departments
• disciplined users, easy control, less moderator effort
• all users in 1 location, 1 language
• no firewall (intranet) -> firewall to protect intranet!
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Internet implementation
• many browser types (+ versions)
• need to verify special CSS browser specific effects
Extra protection needed
–danger for vandalism
• user creation protection
• password protection
• need robust server
• bigger unorganised communities, no control
• users worldwide, many languages
• decent firewall needed
• daily moderator follow-up needed
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Other Wiki systems
• JSPWiki – Java Server Pages with Tomcat
• TWiki
• WikidPad
• WordPress
Caveat: all using other markup language
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Related technologies
Some of them exist since the start of Internet!
• Mailing lists – just a bunch of e-mails, no structure
• Newsgroups – difficult to link articles
• SharePoint – complex setup, proprietary
• (Lotus) Notes – VAXnotes, VMSnotes
• phpBB and other forums (e.g. Agora)
• Web sites – limited number of web authors, complex, strict
• Blogs – 1 author, no interaction, little structure
• RSS & Atom – Automatic News feed
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Advantages – disadvantages
• Every advantage can be a disadvantage (depending on the
context, and the strategy)
• Advantages and disadvantages are close to each other, and
can balance
• Moderator & administrator have to make implementation
decisions
• SWOT
–Strengths
–Weaknesses
–Opportunities
–Threats
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Advantages
• Availability (to anybody)
• No client tools needed, except web browser
• Platform independent (client + server)
• Uses internet standards
• Little administrative effort needed
• Knowledge tool: who knows can contribute (independent from the
organisational structure)
• Text-based with (rather) rich markup
• Consistency in look and feel
• Non-proprietary software (Open Source)
• No paid license needed
• Embedded media allowed
• No mandays needed (except to setup & maintain the server)
• Users contribute: you have more than a webmaster (team)
• Automatic RCS (Revision Control System)
• Authors can be geographically and organisationally dispersed
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Disadvantages
• No detailed access rules & restrictions
• You only have users + moderators (no content specialist, authors,
publishing author, reviewer, release manager, tester)
• Danger for anarchy
• No formal content structure
• Everybody (read: non-users) can read content
• All users can update content (no delete s.s.)
• Relies on the goodwill of the community
• Relies on social control
• No flow control (CMS = content management system) -> no
formal review and approval
• No WIP (Work In Progress) – need external, offline storage
• No content releases (publications are immediately visible)
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Strong points
• Community based tool
• Little administration, little overhead
• Only a browser needed
• Available anywhere, anytime
• Minimum bureaucracy
• Google gives a high ranking to Wiki articles
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Dangers
• Spam (publication of non-related info: Viagra, watches, medical
products)
• Vandalism (incorrect information, deleting of good content)
• Bad guys are thrown out by moderator (temporarily,
permanently)
• Mostly invisible for humans -> only robots will see this -> ranking
up “Google” searches
• Using bad syntax
• At the bottom of articles (after a lot of empty lines)
How to prevent:
• Firewall – block IP ranges
• User account control (creation, blocking)
• Mandatory user authentication to change content (but botnets can
create new user accounts)
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External search engines
Search engines are harvesting Wiki databases, due to its
structure and rich URL referring
They use special programs that understand the structure of
the Wiki database
• Google
• Yahoo
• Microsoft MSN
• Voila
• Ask Jeeves
• Gigabot
• ZyBorg
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Robots
Frequently known as bot, bots, spiders, crawler, scooter
They love Wiki sites, because structured, rich content
You can prevent robots from indexing certain directories
(you could block robots not behaving according to policy)
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Robot types
General
• Web Indexing
Specialised
• Content updating (adding URLs, rule based editing)
• Deleting of bad or illegal content, badly copyrighted
pictures
• Automatically verifying copyright infringements
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Bot-Trap
• Detect non-behaving robots
grep bot-trap /var/log/httpd/access_log
• When you do find a non-behaving robot, you can block
them with iptables:
iptables -I INPUT -s 216.144.51.98 -j DROP
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Attacks from the internet
Attempts to use 1 known hacks were logged 58 time(s)
phpmyadmin by
217.91.53.7 2 time(s)
216.144.51.98 56 time(s)
A total of 2 sites probed the server
217.91.53.7
216.144.51.98
Protect yourself via iptables, and/or not installing
phpmyadmin
–use SSH and mysql instead
–never use telnet (password at risk)
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Types of vandalism & incorrect usage
• spam to artificially uplift Google ranking
• incorrect information
• removing correct information
• commercial info
• too much external links
• personal information (not everybody is a VIP)
• corporate sensitive information on a public Wiki
• spelling mistakes
• not using “Preview” before publishing
• not giving comments when creating a new version
• poorly structured
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<div style="overflow:auto; height:
1px;">[http://d3d.strangled.net/?valium/]
80.66.66.217 - - [14/Jul/2006:23:18:09 +0200] "POST
/wiki/index.php?title=Brecust&action=submit HTTP/1.0" 302 - "-"
"Mozilla/5.0 (compatible; MSIE 6.00; Windows NT 9.0)"
host 80.66.66.217
217.66.66.80.in-addr.arpa domain name pointer pan.riss-
telecom.ru.
Real world Vandalism
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Whois and iptables
whois 80.66.66.217@whois.ripe.net
inetnum: 80.66.64.0 - 80.66.68.127
netname: RISS
descr: JSC "Riss-Telecom", Novosibirsk, Russia
country: RU
route: 80.66.64.0/19
iptables -I INPUT -s 80.66.64.0/19 -j DROP
• Further actions:
–Block user
–Cleanup impacted article
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Functionality
• Link into
• Link out
• Upload an image
• Delete an image
• Replace an image
• Copyright an image
• Describe an image
• Link an image to an article
• Refer to other articles
• Categories, keywords
• Create a template
• Embed a template
• Create an article
• Change an article
• Restore an article
• Delete an article
• Block an article
• Search articles
• Discuss an article (Talk pages)
• Difference 2 versions
• Login
• Logout
• Create a user account
• Reset a password
• Block users
• Send e-mail
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Reporting
• Referred where
• Search unlinked articles
• Search unlinked images
• Search most wanted articles
• Last changes
• Short articles
• Long articles
• Statistics
• History of article
• My articles
• My watchlist
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Moderator reporting
• Number of users
• Number of articles
• Number of updates
• Number of articles per day
• Blocked users
• % of blocked users
• # articles /users
• most active users
• most active domains
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Automatic reporting
Via crontab & MySQL queries
• Recent changes
• Spam
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Layout extensions
• HTML can be used, if needed & if allowed by moderator
• Layout can be changed via CSS
• Different skins exist, or can be created by administrator
• CSS Reference:
–http://bike.bc/wiki/index.php/CSS
–http://www.ilovejackdaniels.com/css/css-cheat-sheet
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Personal Home Page
Every author automatically has a home page, linked as an
URL to his Wiki username, example:
• http://bike.bc/wiki/index.php/User:Id075621
• Caveat: every user can change your home page
• You could add a list of articles that you maintain
• You can refer to other content on the internet
• You could talk about your cat, hobbies, …
It is up to you
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Wiki Roles
List of Wiki Roles:
–Administrator
–Moderator
–Identified User
–Anonymous user
Recent versions of Mediawiki allows the administrator to
create extra roles.
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Administrator activities
• Install /maintain the web server
• Configure the wiki
• Backup
• Restore
• Upgrade
• Start, stop server
• Automated queries
• Manage IP tables firewall
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Moderator activities
• Block users or IP addresses
• Protect articles
• Remove spam (delete articles)
• Change structure
• Set usage policy
• Create users?
• Only the moderator can delete articles
• You should have more than 1 moderator (holiday!)
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Identified user activities
• create or amend articles (including home page)
• rename articles
• send e-mail
Identification
• either with username & password
• or single sign on with NTLM on the intranet
• or with IP address
Some bots are logged in, so can make identified changes
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Anonymous user activities
• A not-logged-in user has limited access
–read articles
–use search engine
–create a user account
This includes most spider bots
Normally a user should be logged in to amend the Wiki (to
avoid vandalism)
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Policy rules & decisions
The following questions need an answer before starting:
• What is the content - what topics do we want /accept
• Minimum quality for articles
• How do we handle “bad” content
• How do we allow access - authentication required, anonymous
updates (dis)allowed
• What credentials are used (password, SSO e.g. domain controller
with NTLM)
• Do we allow user creation
• Do we allow e-mail
• Do we allow HTML
• Do we use LaTeX
• Maintain templates
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Wiki configuration
• wiki = subdirectory of Apache root
• includes/DefaultSettings.php
• LocalSettings.php
• directory structure
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Cascading Style Sheets
Better known as CSS
• internet standard since 1998
• via Wiki skins (you can make your own!)
• change layout centrally, once
• keep HTML as simple as possible (no attributes, just
structure)
• compact code (use browser cache effectively)
• layout consistency
• possibility to hide certain objects (even if they are
downloaded by the browser)
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Wiki programming
• If Wiki parameters are not sufficient, you can change the
PHP programs yourself
I did it!
But you need to know the PHP programming language
Good site:
http://www.php.net
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PHP configuration parameters
• Stored in php.ini
• When changed -> need to restart Apache server
Typical changes
vi /etc/php.ini
…
max_execution_time = 120
max_input_time = 120
memory_limit = 80M
post_max_size = 80M
upload_max_filesize = 100M
session.save_path = /ramdisk
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Apache configuration
• DocumentRoot
• Protection of /images
• Protection of /upload
• Protection of PHP scripts
• REMOTE_USER
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Single signon – SSO
• Avoids using another password
• User is identified with Windows username
• User must only login once into Windows
• Using NTLM mechanism
• You must have 2 domain controllers in the LAN
• Needs Apache mod_ntlm
• Needs Apache mod_
vi /html/wiki/includes/SpecialUserlogin.php
…
$this->mName=strtolower(
substr($_SERVER["REMOTE_USER"],0,8));
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Browser settings
• Must allow cookies for session management
• Must understand Cascading Style Sheets (CSS)
Mostly used:
• Internet Explorer
• Firefox
• Lynx (text browser) can be used for server testing!
Caveat: Some browsers interpret CSS differently
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Mediawiki Markup - Quick Intro
• paragraph
• * unnumbered list
• # numbered list
• : definition list
• ! table header
• space example
• = Title =
• == Sub title ==
• === Sub sub title ===
• {{template}}
• #REDIRECT [[ ]]
• [[Wiki word|Description]]
• http://
• [external-URL description]
• [[Category: ]]
• [[Media: ]]
• [[Image: ]]
• table
• <nowiki>wiki tag</nowiki>
• '''bold'''
• ''italic''
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Tables
• Could use HTML <table> as well
{|
![[Geert Van Pamel]]
![[Danny De Thaye]]
![[Jean Laloy]]
|-
|[[Image:Geert-Van-Pamel.jpg|Geert Van Pamel]]
|[[Image:Danny-De-Thaye.jpg|Danny De Thaye]]
|[[Image:Jean-Laloy.jpg|Jean Laloy]]
|}
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Caveat
• Other Wiki implementations use different markup
• This is why we only presented Mediawiki syntax
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Rules for Wiki Words
• Remember: Words are primary keys for database
• Use singular, if possible
• [[singular]]s
• Use lowercases
• use full name
• use acronyms as REDIRECT
• can replace by list with ambiguity
• Use uppercase with acronyms
Example: HTML -> HyperText Markup Language
• Document less used synonyms via REDIRECT
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Renaming an article
• When the title was not correctly chosen
• To resolve a naming conflict
• For disambiguation
• Historical changes requiring a new name
• A new title can be given
• Creates a synonym old -> new
• old redirect can be given a new content
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Namespaces
• normal article
• Talk:
• Image:
• Media:
• Category:
• Other wikis: (shortcut)
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Categories
• Hierarchy of indexes
• Navigation structure shown at bottom of article
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Article types
• Normal
• Disambiguate (list) page
• (Acronym) REDIRECT
• Private home page
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Multilingual
• Normally (and preferably) a Wiki is in one natural language
only
• You can group languages (e.g. on one page)
• Technically every author can use its own language (others
can translate articles)
• Caveat: every natural language variant has its own tags
(bad decision actually) – c.f. French COBOL
-> No copy /paste possible amongst natural languages
-> You can change this behaviour in languages
subdirectory
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Copyrights
• Every article, photo, image, media is copyrighted
• Articles or objects violating copyright rules are removed by
moderator
• Author is only allowed to contribute “own” content
• Referral is allowed
• Different (and complicated) copyright rules exist
• Plus different per country copyright rules
• On Wikipedia, non-conformant content is deleted by
moderator(s)
• You have a chance to motivate your content /image before
fatal deletion
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Backup
• MySQL backup
• wiki/images backup
• Backup on tape
• RAID-5 disks, against disk technical failure
• snapshotting, against user error
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Shadow copy
• Speed up unidentified readers (static web server content)
• No database access needed
• Disk I/O balancing
• Kind of a backup (latest version only)
Caveat
• Only anonymous readers benefit
• Using skin of last updater
$wgShowIPinHeader = false;
$wgUseFileCache = true;
$wgFileCacheDirectory = "/scratch/cache/wiki";
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Logging in
• Unique username
• Authentication of author
• Via password, NTLM, or other technique
• Guaranties your identity when making changes
–Remember IP address can change with each session
–To make username mandatory: $wgWhitelistEdit = true;
• Groups all “your” changes (what did I change)
• Allows you to have a home page
• Allows you to send e-mail to other authors
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User profile
• You can choose username + initial password
• Full name
• e-mail address
–allows unattended password reset
• Natural language
• Time difference (however no automatic summertime)
• Editor preferences
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e-mail
• Can be handy if another user needs to contact you privately
(remember: discussion page is public!)
• Administrator should enable e-mail before use
• Sending e-mail is only available if you are identified
• Your e-mail address is hidden (secret until you actually
send a message)
• E-mail transfer is external to wiki (uses sendmail, mail
gateway, Outlook, etc.)
• You can block the use of your address by others
(but then you cannot receive e-mail)
• You can automatically obtain a new password via your e-
mail address without administrator intervention
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Editorial cycle
• Have a first idea
• Think once again
• Write it down on paper
• Use notepad or Outlook for
WIP
• Copy /paste
• Automatic paragraphs
• Always use preview!
• Add [[ ]]
• add other markup
• add heads
• (un)numbered lists
• (code) examples
• images
• tables
• formulas
• amend referral articles (add
Wiki words to other articles)
• Final Preview!
• Do not forget the comment
• Talk pages (open discussion)
• use e-mails for offline /private
discussions
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How to use the editor
• Standard JavaScript editor
• Needs Cookies + SESSION ID
• You can copy /paste also pure <HTML> content from e.g.
FrontPage, Dreamweaver, etc.
• Remember to set $wgRawHtml = true;
• Migration of existing Web content to Wiki …
• If your administrator has enabled this feature
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Sandbox
• Speeltuin -> trial and error
• Also try “view before save”
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Editing hints
• Use a lot of Wiki references (internal links)
• Avoid using too much dangling references (unexisting articles)
• Structure your articles
• Use heads to group paragraphs
• No spelling mistakes! Correct language.
• Be to the point
• Do not use external links too much
• Group external links at the end of the article (External links)
• Do never publish secret information
• Never become personal (no private information)
Wikipedia is allergic for too many external links -> edits will be
undone via social control
No commercial info (advertisements)
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Discussion pages
Proposal for content to be added, amended, deleted, moved
Automatically available for every topic
Typical content:
–Duplicate content?
–Missing content (“I do not know the full subject”)
–Overlapping content
–Bad content
–Suspected errors
If it becomes too personal, send e-mail
Do not start a FLAME war
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Templates
• Content can be included in other articles
• Content can be changed afterwards (and centrally, once)
• Content by moderator (mostly)
• Examples: Incomplete, stub, bad copyright
• Use {{ }} to include inline template
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Disambiguation
• If 2 topics have the same name, but a different meaning
• Then a split must be made to 2 or more target pages
• Use a bullet list with subsequent link
Example
This topic is ambiguous, it can be any of
*[[topic one]]
*[[topic two]]
*[[topic three]]
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Images & Multimedia
• Upload, delete, replace
• Copyrights
• Do not use too big files (not everyone has a high speed
connection)
• Use GIMP to scale (1 time CPU time needed when
uploading)
• Automatic scaling also possible, if allowed by administrator,
but needs extra CPU time on the server each time the page
is downloaded
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LaTeX
• Write inline mathematical functions
• Use the special <math> tag
• Needs LaTeX & Ocaml module
Example
:<math>int_0^infty
frac{sin(omega)}{omega},domega
= frac{pi}{2}</math>
• http://en.wikipedia.org/wiki/Ocaml
Leslie Lamport
Donald Knuth
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Missing functionality
• Blocking of bots via visual
number (Turing Test)
• Notify via e-mail about article
updates
• WIP = Work In Progress
Alan Turing
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Questions
• What is the difference with blogs?
• Can I migrate from HTML documents?
• Do I need to program?
• Do I need to be a database expert?
• Do I need to be a webmaster?
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Feedback
Hope you enjoyed IT!
Thank you for your attention
Keep in touch… on the Wiki Web?
geert.van.pamel@belgacom.be
http://bike.bc/wiki/index.php/User:Id075621
http://www.hp-interex.be
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References
• Lecture about Wiki, Wouter Van daele, KVIV, 15/06/2005
http://users.pandora.be/nukleos/wiki/wiki.html
• How Open is the Future? Economic, Social & Cultural
Scenarios inspired by Free & Open Source Software.
Marleen Wynants & Jan Cornelis (Eds). Crosstalks, VUB
Brussels University Press, 2005
• IP firewalls and VPNs, course by Telindus High-Tech
Institute, Livien Pelgrims, 2004