How do you CM an application with managed content - version-control

We have a web application which contains a bunch of content that the system operator can change (e.g. news and events). Occasionally we publish new versions of the software. The software is being tagged and stored in subversion. However, I'm a bit torn on how to best version control the content that may be changed independently. What are some mechanisms that people use to make sure that content is stored and versioned in a way that the site can be recreated or at the very least version controlled?

When you identify two set of files which have their own life cycle (software files on one side, "news and events" on the other, you know that:
you can not versionned them together at the same time
you should not put the same label
You need to save the "news and event" files separatly (either in the VCS or in a DB like Ian Jacobs suggests, or in a CMS - Content Management system), and find a way to link the tow together (an id, a timestamp, a meta-label, ...)
Do not forget you are not only talking about two different set of files in term of life cycle, but also about different set of files in term of their very natures:
Consider the terminology introduced in this SO question "Is asset management a superset of source control" by S.Lott
software files: Infrastructure information, that is "representing the processing of the enterprise information asset". Your code is part of that asset and is managed by a VCS (Version Control System), as part of the Configuration management discipline.
"news and events": Enterprise Information, that is data (not processing); this is often split between Content Managers and Relational Databases.
So not everything should end up in Subversion.

Keep everything in the DB, and give every transaction to the DB a timestamp. that way you can keep standard DB backups and load the site content at whatever date you want if the worst happens.

I suppose part of the answer depends on what CMS you're using, and how your web app is designed, but in general, I'd regard data such as news items or events as "content". In other words, it's not part of your application - it's the data which your application processes.
Of course, there will be versioning issues between your CMS code and your application code. You could manage this by defining the interface between the two. Personally, I'd publish the data to the web app as XML, which gives you the possibility of using XML schema to define exactly what the CMS is required to produce, and what the web app should expect to process.
This ought to mean that most changes in the web app can be made without a corresponding alteration in the rendering of the data. When functionality changes require this, you can create a new version of the schema and continue to make progress. In this scenario, I'd check the schema in with the web app code, but YMMV.
It isn't easy, and it gets more complicated again if you need additional data fields in your CMS. Expect to plan for a fairly complex release process (also depending on how complex your Dev-Test-Acceptance-Production scenario is.)
If you aren't using a CMS, then you should consider it. (Of course, if the operation is very small, it may still fall into the category where doing it by hand is acceptable.) Simply putting raw data into a versioning system doesn't solve the problem - you need to be able to control the format in which your data is published to the web app. Almost certainly this format should be something intended for consumption by software, and therefore not usually suitable for hand-editing by the kind of people who write news items or events.

Related

Outsourcing web content versus maintaining local content

I am developing a full web application...
I am considering using prismic.io to outsource some web content which I will query through graphQL. But I would store personal information about users in a local instance of mongoDB.
Whats the long term benefit? If I can just store all of the content myself through an instance of mongodb which holds it all for me.
This is mostly my opinion, if you're a developer working alone or just with other developers, and are only looking for a place to store data, then you're probably better off not using a CMS. One of a CMSs main purposes is to extend the ability to significantly modify an application to non-technical individuals. For example, building a website for a local restaurant, and wanting to allow them to change their menu, without you having to build out a UI to enable it. With a CMS they'd be able to easily change the text and other content on their platform, whereas interacting with a mongo backend might be a bit less straightforward for them. For a more industrial example, say you have a marketing team, who need to run A/B tests to determine the optimal content for a site, they can perform their tests, and have their changes reflect into a template you set up, without them (and you if you set it up cleverly) having to write any extra code. There are more advantages and disadvantages to using a CMS, but I think accessibility is the main reason reason to consider one, especially long-term.

How to implement continuous migration for large website?

I am working on a website of 3,000+ pages that is updated on a daily basis. It's already built on an open source CMS. However, we cannot simply continue to apply hot fixes on a regular basis. We need to replace the entire system and I anticipate the need to replace the entire system on a 1-2 year basis. We don't have the staff to work on a replacement system while the other is being worked on, as it results in duplicate effort. We also cannot have a "code freeze" while we work on the new site.
So, this amounts to changing the tire while driving. Or fixing the wings while flying. Or all sorts of analogies.
This brings me to a concept called "continuous migration." I read this article here: https://www.acquia.com/blog/dont-wait-migrate-drupal-continuous-migration
The writer's suggestion is to use a CDN like Fastly. The idea is that a CDN allows you to switch between a legacy system and a new system on a URL basis. This idea, in theory, sounds like a great idea that would work. This article claims that you can do this with Varnish but Fastly makes the job easier. I don't work much with Varnish, so I can't really verify its claims.
I also don't know if this is a good idea or if there are better alternatives. I looked at Fastly's pricing scheme, and I simply cannot translate what it means to a specific price point. I don't understand these cryptic cloud-service pricing plans, they don't make sense to me. I don't know what kind of bandwidth the website uses. Another agency manages the website's servers.
Can someone help me understand whether or not using an online CDN would be better over using something like Varnish? Is there free or cheaper solutions? Can someone tell me what this amounts to, approximately, on a monthly or annual basis? Any other, better ways to roll out a new website on a phased basis for a large website?
Thanks!
I think I do not have the exact answers to your question but may be my answer helps a little bit.
I don't think that the CDN gives you an advantage. It is that you have more than one system.
Changes to the code
In professional environments I'm used to have three different CMS installations. The fist is the development system, usually on my PC. That system is used to develop the extensions, fix bugs and so on supported by unit-tests. The code is committed to a revision control system (like SVN, CVS or Git). A continuous integration system checks the commits to the RCS. When feature is implemented (or some bugs are fixed) a named tag will be created. Then this tagged version is installed on a test-system where developers, customers and users can test the implementation. After a successful test exactly this tagged version will be installed on the production system.
A first sight this looks time consuming. But it isn't because most of the steps can be automated. And the biggest advantage is that the customer can test the change on a test system. And it is very unlikely that an error occurs only on your production system. (A precondition is that your systems are build on a similar/equal environment. )
Changes to the content
If your code changes the way your content is processed it is an advantage when your
CMS has strong workflow support. Than you can easily add a step to your workflow
which desides if the content is old and has to be migrated for the current document.
This way you have a continuous migration of the content.
HTH
Varnish is a cache rather than a CDN. It intercepts page requests and delivers a cached version if one exists.
A CDN will serve up contents (images, JS, other resources etc) from an off-server location, typically in the cloud.
The cloud-based solutions pricing is often very cryptic as it's quite complicated technology.
I would be careful with continuous migration. I've done both methods in the past (continuous and full migrations) and I have to say, continuous is a pain. It means double the admin time for everything, and assumes your requirements are the same at all points in time.
Unfortunately, I would say you're better with a proper rebuilt on a 1-2 year basis than a continuous migration, but obviously you know best about that.
I would suggest you maybe also consider a hybrid approach? Build yourself an export tool to keep all of your content in a transferrable state like CSV/XML/JSON so you can just import into a new system when ready. This means you can incorporate new build requests when you need them in a new system (what's the point in a new system if it does exactly the same as the old one) and you get to keep all your content. Plus you don't need to build and maintain two CMS' all the time.

ESB vs Yahoo Pipes

I'm new to ESBs and wondered if anyone could help me out with the following. I want to build a system which takes data (i.e. RSS feeds, but could be any type of data/news source), pump them into a CMS system, have a content manager approve and, if necessary, tweak this content. Afterwards I would have the content manager select the channels to which he wants to distribute the content to, and then I would like the CMS to distribute this content to the appropriate channels selected by the content manager.
The way I see it is that there would be an ESB-like architecture between the data sources and the CMS, and then once again between the CMS and the channels to which to publish.
Is this a correct method of thinking? Or am I completely wrong in my assumptions?
Also, I wondered if I needed a full-blown ESB setup or could I just do with a Yahoo Pipes setup which transforms all incoming data sources into one feed which I pull into the CMS on one side, and a web service going out from the CMS, which can be called by the separate content channels on the other side?
A piece of advice, don't complicate. You can use Event SOA, but I don't see the benefits you would get from it, because your case scenario is not that complicated, not to say that you only use Event SOA architectures with complicated requirements. You need to think ahead in the future, the SLA's (number of transactions, load balance...) only after that you know the constraints for your architecture, and you can make a decision on whether you need to build your system in a distributed way from the start or have just the base, as service contracts which would allow you to go the distributed way should the need arise. Distributing a system is complicated already, so before you think you need to do that, you need to know the SLA´s for your system, and lay a plan for scalability.

Can we automate migrating to SDL Tridion?

We are done migrating a website from old CMS to SDL Tridion. We have thousands of clients out of which fewer than five are migrated. Now let's say we need to automate migrating the rest of the thousands clients, obviously we can not use manual effort. Is there a way to develop automated solution against SDL using any APIs it may provide? If yes where can we find documentation for APIs? Any Books or online tutorials for the same?
all very technical answers. Whatever route you choose you need to weigh up the option of not doing a technical migration (and trying to get that right) versus employing a load of students to copy and paste.
Regardless of the CMS, the complexity of a migration can be measured based on how organized is your content in the system you want to migrate from.
I categorize the migration into 3 types related to the Origin and Destination:
1--> CMS to CMS
2--> Database to CMS
3--> WebSite to CMS
If the original source is a database or another CMS typically the complexity is reduced, as the content is already structured.
You have to extract that and map the existing content with the structure that will have in the new system
If the goal is migrate an existing website into a CMS the complexity increases as the content is more disorganized that
having that in the CMS.
Again, if the content in the site is properly structured is still possible to automate that, but most of the cases are old sites
maintained manually.
There are commercial tools that crawl the content from the sites and apply patterns to identify common elements, common content, common metadata, structure
and are able to massage the original content and apply logic based on rules that allows to structure the content, however even the best tool has a hard
work to do when the source is disorganized.
Also I have seen migrations that cut the final html in pieces and put that in the CMS. That is an easy approach but of course a wrong one, as
you are not taking any advantage of the CMS
And 3 Types related the source type we migrate from and the source type we want to obtain
1--> Content to Content
2--> (HTML + Content All together) into (HTML) + (Content) separated
3--> (HTML + Content + Code All together) into (HTML) + (Content) +
(Code) separated
Content to Content Migration is less complex
Second option is of course more complex, as you have to Separate Content and HTML that will become templates
Third option is even more complex, as if you are extracting the html of the page (using an http client for instance as most of the commercial tools do),
you are not capturing the logic of the page. For this case you need to work at the file level
Try to do a very depth analysis before you enter in a migration, as things can turn complex.
Only if you have a very good knowledge of the original system and solid patterns to apply you can think in an automation
Tridion has extensive APIs and these are thoroughly documented. Your starting point for SDL Tridion 2011 is https://www.sdltridionworld.com/downloads/documentation/SDLTridion2011SP1/index.aspx
Automated migrations are perfectly possible, however API support is not the limiting factor here. Understanding your data in your source and target scenarios is much more important.
I would consider contacting Kapow or Vamosa who both specialize in crawling sites and then importing them to a CMS. They both have connectors for SDL Tridion. This may save your clients both time and money.
Every migration is different, unless you are migrating "thousands of" sites (assuming a client is a site) from same source type to same destination (SDL Tridion in this case) with extremely close data models. Several SDL Tridion partners are already solving this problem and built/building assisted migration automation tools. Get in touch with us if you need more information.

How to manage multiple clients with slightly different business rules? [closed]

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We have written a software package for a particular niche industry. This package has been pretty successful, to the extent that we have signed up several different clients in the industry, who use us as a hosted solution provider, and many others are knocking on our doors. If we achieve the kind of success that we're aiming for, we will have literally hundreds of clients, each with their own web site hosted on our servers.
Trouble is, each client comes in with their own little customizations and tweaks that they need for their own local circumstances and conditions, often (but not always) based on local state or even county legislation or bureaucracy. So while probably 90-95% of the system is the same across all clients, we're going to have to build and support these little customizations.
Moreover, the system is still very much a work in progress. There are enhancements and bug fixes happening continually on the core system that need to be applied across all clients.
We are writing code in .NET (ASP, C#), MS-SQL 2005 is our DB server, and we're using SourceGear Vault as our source control system. I have worked with branching in Vault before, and it's great if you only need to keep 2 or 3 branches synchronized - but we're looking at maintaining hundreds of branches, which is just unthinkable.
My question is: How do you recommend we manage all this?
I expect answers will be addressing things like object architecture, web server architecture, source control management, developer teams etc. I have a few ideas of my own, but I have no real experience in managing something like this, and I'd really appreciate hearing from people who have done this sort of thing before.
Thanks!
I would recommend against maintaining separate code branches per customer. This is a nightmare to maintain working code against your Core.
I do recommend you do implement the Strategy Pattern and cover your "customer customizations" with automated tests (e.g. Unit & Functional) whenever you are changing your Core.
UPDATE:
I recommend that before you get too many customers, you need to establish a system of creating and updating each of their websites. How involved you get is going to be balanced by your current revenue stream of course, but you should have an end in mind.
For example, when you just signed up Customer X (hopefully all via the web), their website will be created in XX minutes and send the customer an email stating it's ready.
You definitely want to setup a Continuous Integration (CI) environment. TeamCity is a great tool, and free.
With this in place, you'll be able to check your updates in a staging environment and can then apply those patches across your production instances.
Bottom Line: Once you get over a handful of customers, you need to start thinking about automating your operations and your deployment as yet another application to itself.
UPDATE: This post highlights the negative effects of branching per customer.
Our software has very similar requirements and I've picked up a few things over the years.
First of all, such customizations will cost you both in the short and long-term. If you have control over it, place some checks and balances such that sales & marketing do not over-zealously sell customizations.
I agree with the other posters that say NOT to use source control to manage this. It should be built into the project architecture wherever possible. When I first began working for my current employer, source control was being used for this and it quickly became a nightmare.
We use a separate database for each client, mainly because for many of our clients, the law or the client themselves require it due to privacy concerns, etc...
I would say that the business logic differences have probably been the least difficult part of the experience for us (your mileage may vary depending on the nature of the customizations required). For us, most variations in business logic can be broken down into a set of configuration values which we store in an xml file that is modified upon deployment (if machine specific) or stored in a client-specific folder and kept in source control (explained below). The business logic obtains these values at runtime and adjusts its execution appropriately. You can use this in concert with various strategy and factory patterns as well -- config fields can contain names of strategies etc... . Also, unit testing can be used to verify that you haven't broken things for other clients when you make changes. Currently, adding most new clients to the system involves simply mixing/matching the appropriate config values (as far as business logic is concerned).
More of a problem for us is managing the content of the site itself including the pages/style sheets/text strings/images, all of which our clients often want customized. The current approach that I've taken for this is to create a folder tree for each client that mirrors the main site - this tree is rooted at a folder named "custom" that is located in the main site folder and deployed with the site. Content placed in the client-specific set of folders either overrides or merges with the default content (depending on file type). At runtime the correct file is chosen based on the current context (user, language, etc...). The site can be made to serve multiple clients this way. Efficiency may also be a concern - you can use caching, etc... to make it faster (I use a custom VirtualPathProvider). The largest problem we run into is the burden of visually testing all of these pages when we need to make changes. Basically, to be 100% sure you haven't broken something in a client's custom setup when you have changed a shared stylesheet, image, etc... you would have to visually inspect every single page after any significant design change. I've developed some "feel" over time as to what changes can be comfortably made without breaking things, but it's still not a foolproof system by any means.
In my case I also have no control other than offering my opinion over which visual/code customizations are sold so MANY more of them than I would like have been sold and implemented.
This is not something that you want to solve with source control management, but within the architecture of your application.
I would come up with some sort of plugin like architecture. Which plugins to use for which website would then become a configuration issue and not a source control issue.
This allows you to use branches, etc. for the stuff that they are intended for: parallel development of code between (or maybe even over) releases. Each plugin becomes a seperate project (or subproject) within your source code system. This also allows you to combine all plugins and your main application into one visual studio solution to help with dependency analisys etc.
Loosely coupling the various components in your application is the best way to go.
As mention before, source control does not sound like a good solution for your problem. To me it sounds that is better yo have a single code base using a multi-tenant architecture. This way you get a lot of benefits in terms of managing your application, load on the service, scalability, etc.
Our product using this approach and what we have is some (a lot) of core functionality that is the same for all clients, custom modules that are used by one or more clients and at the core a the "customization" is a simple workflow engine that uses different workflows for different clients, so each clients gets the core functionality, its own workflow(s) and some extended set of modules that are either client specific or generalized for more that one client.
Here's something to get you started on multi-tenancy architecture:
Multi-Tenant Data Architecture
SaaS database tenancy patterns
Without more info, such as types of client specific customization, one can only guess how deep or superficial the changes are. Some simple/standard approaches to consider:
If you can keep a central config specifying the uniqueness from client to client
If you can centralize the business rules to one class or group of classes
If you can store the business rules in the database and pull out based on client
If the business rules can all be DB/SQL based (each client having their own DB
Overall hard coding differences based on client name/id is very problematic, keeping different code bases per client is costly (think of the complete testing/retesting time required for the 90% that doesn't change)...I think more info is required to properly answer (give some specifics)
Layer the application. One of those layers contains customizations and should be able to be pulled out at any time without affect on the rest of the system. Application- and DB-level "triggers" (quoted because they may or many not employ actual DB triggers) that call customer-specific code or are parametrized with customer keys) are very helpful.
Core should never be customized, but you must layer it in somewhere, even if it is simplistic web filtering.
What we have is a a core datbase that has the functionality that all clients get. Then each client has a separate database that contains the customizations for that client. This is expensive in terms of maintenance. The other problem is that when two clients ask for a simliar functionality, it is often done differnetly by the two separate teams. There is currently little done to share custiomizations between clients and make common ones become part of the core application. Each client has their own application portal, so we don't have the worry about a change to one client affecting some other client.
Right now we are looking at changing to a process using a rules engine, but there is some concern that the perfomance won't be there for the number of records we need to be able to process. However, in your circumstances, this might be a viable alternative.
I've used some applications that offered the following customizations:
Web pages were configurable - we could drag fields out of view, position them where we wanted with our own name for the field label.
Add our own views or stored procedures and use them in: data grids (along with an update proc) and reports. Each client would need their own database.
Custom mapping of Excel files to import data into system.
Add our own calculated fields.
Ability to run custom scripts on forms during various events.
Identify our own custom fields.
If you clients are larger companies, you're almost going to need your own SDK, API's, etc.