MCMS Development Using Page Objects

CHAPTER MCMS Development Using Page Objects T his chapter covers • Processing pages • Examining an MCMS application • Visual Studio and MCMS • MCMS NET class reference • MCMS COM object reference • Developing templates • Template development procedures • MCMS Author Connector templates • Creating MCMS publishing tasks • Using the Web Author • Creating pages • Publishing pages • Updating pages • The MCMS Authoring Connector This chapter explains the procedures for implementing MCMS objects, primarily templates and placeholders This chapter does not show you how to code a Web application We will cover MCMS-Visual Studio integration and the critical procedures for creating an MCMS solution, but we won’t cover language specifics or code constructs Many of the development procedures discussed in this chapter involve writing PAPI and ASPX code to accomplish the specific goals of your site Although we not cover how to write this code, we indicate what functional pieces are required where 167 168 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS The big picture here is that MCMS is a rich environment for developing practical and efficient business Web solutions The power, however, is not in the box—to get a cool portal app, you have to code it Processing Pages The structure of this book to this point has been no frills or tangential side trips into MCMS concepts Although we won’t break our mold here, we will expand our discussion to include page processing What we know so far is that what MCMS serves up may look like a Web page to a browser, but it’s actually a posting—a dynamic construct based on ASP template code, data from a database (and file system resources), all wrapped together with an MCMS-specific console Figure 9-1 traces the process of responding to page requests We’ll use this to see where you need to provide your customized code MCMS responds to page requests by assembling postings The way postings are rendered depends on the mode in which the browser is operating, author or subscriber Content on pages looks different under each of these modes Let’s examine presentation mode first Figure 9-1 How MCMS serves page requests CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 169 The processes in Figure 9-1 are The user clicks on a link to a page on the CMS site Nothing looks or feels any different between the CMS site and any other Web site IIS (CMS-enabled) accepts and processes the page request The page request is routed to the ISAPI filter (ReAuthFilt.dll), which splits the URL into the corresponding posting and template file and generates a new URL using the ASPX template file The new URL contains unique query string parameters, including a GUID for the posting IIS passes the generated URL to ASP.NET.DLL and MCMS, which instantiates a CmsHttpContext object in which the ASPX template file is executed A Posting object is initialized, a template object is initialized, and template data are extracted from the Content Repository Template files contain one or more placeholder controls Placeholder data (content) are read from the Content Repository The PlaceholderDefinition objects are instantiated from the Content Repository These objects contain configuration and constraint information about controls During ASPX template execution, the CmsHttpContext object renders the placeholder controls, HTML, script, and other controls as a stream of HTML MCMS exposes a fairly straightforward page-processing object model (see Figure 9-2) The root object is the CmsHttpContext object Contained within the context are Channel and Posting objects Channels provide the logical structure of the MCMS site and postings are the “pages.” A posting is assembled from a Template object, which contains placeholders for content For a placeholder to be embedded into a template, a Placeholder Definition object must be associated with the Template object A Template object is associated with a template file containing ASP code Figure 9-2 illustrates the CMS object model This object hierarchy is covered in the procedures delineated in the second half of the chapter MCMS also manages a cache to expedite files that are used often ■ Note The original URL identifies the location of the posting 170 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS Figure 9-2 CMS object model Examining an MCMS Application As mentioned previously, an MCMS Web site is not just a collection of HTML documents; it’s a dynamic application whose purpose is to make sense out of a lot of rapidly changing business information Not only is it an application with input, storage, processing, and output functions, but it’s also a distributed application with components potentially located in many different geographical areas MCMS is also a toolbox—a box of Legos—with which to build your distributed application MCMS is also designed to fit seamlessly into a big, automated workshop: Visual Studio In this chapter, we’ll cover how to make these tools work in the MCMS context Visual Studio and MCMS One of the significant areas of evolution in MCMS 2002 is direct integration with Visual Studio Although support for building Web projects is not new in Visual Studio, MCMS is not a typical Web project It has its own structure and components that Visual Studio manages for you To develop solutions under MCMS, your development environment requires the following: CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 171 • Visual Studio 2003 (including the NET Framework 1.1) • MCMS 2002 • IIS • MCMS Site Manager ■ Note You’ll need access SQL Server, but it does not have to be running on your local development machine MCMS makes different types of project templates available through the Visual Studio NET IDE (find them by using the New Project dialog box) Two languages are supported: Visual Basic and Visual C# Three types of projects are supported: Web application, Web service, and an empty Web project (see Table 9-1) Table 9-1 Visual Studio MCMS Project Types MCMS Web application Application with a Web UI MCMS Web service XML-based Web service that can be used from other applications MCMS empty Web project Empty project ■ Note A Visual Studio NET “solution” is a container for one or more “projects.” Solution settings are global among the child projects For additional information, refer to the Visual Studio NET Help Although similar to an ASP NET-based project, an MCMS project differs in the following ways: • References to MCMS components are added (Do not remove default references.) • The default console is added • An MCMS virtual directory is added to the project • An MCMS-specific Web.config file is added with MCMS HTTP modules • Web.config is updated with references to MCMS components • Tools such as the Template Explorer are made available within Visual Studio NET 172 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS Although you create an MCMS project using the New Project dialog box (see the next task), you are actually creating an MCMS solution that contains a project Task 9-1 Creating an MCMS Project Launch Visual Studio Select File ➤ New Project In the New Project dialog box, expand the Content Management Server type Choose the language for your project: C# or VB NET Choose the project type: Web Application, Web Service, or Empty Web Project Enter a name for your CMS application Browse to the location of the CMS site to set the location Identify whether or not the project is to be added to another project Select OK to build the application context with appropriate references and the default Web Authoring console When the new project has been spawned, examine the workspace On the Tools menu, browse the tools listed under Content Management Server These are the primary tools you installed in Chapter ■ Note You can add another MCMS project to the solution by choosing File ➤ Add Project Task 9-2 Opening an MCMS Solution (Project) Launch Visual Studio NET Select File ➤ Open Solution Use the Open Solution dialog box to navigate to the solution file Select the target file (.sln) Select Open CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 173 Task 9-3 Converting an ASP.NET Web Project into an MCMS Project Launch Visual Studio NET Open an existing ASP.NET Web solution (project) Select Project ➤ Enable as MCMS Project Two MCMS-specific windows are available: • The Content Management Server tab in the Toolbox window contains placeholder controls for use in template files ■ Note The Content Management Server tab is active only when an ASPX file is loaded in the editing window • MCMS Template Explorer provides access to the template hierarchy For convenience, you may dock it next to the Visual Studio NET Solution Explorer ■ Note You must be an MCMS administrator, channel manager, or template developer to view the template hierarchy Task 9-4 Opening the Template Explorer Launch Visual Studio Select File ➤ New Project Choose View ➤ Other Windows ➤ Template Explorer Dock the Template Explorer on the right side of the VS workspace (next to the Solution Explorer and Class Viewer) Templates are dual objects: the logical Template Gallery item shown in the Template Explorer and the ASPX file containing the template code In the second half of this chapter, we cover creating the logical objects and associating them with the code files 174 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS MCMS NET Class Reference MCMS 2002 provides a rich NET managed code environment to develop MCMS solutions: • Publishing: Classes that constitute the core of the MCMS 2002 Publishing API (Microsoft.ContentManagement.Publishing.dll) • Publishing.Events: Classes used for working with the event model (enables automated workflow) (Microsoft.ContentManagement Publishing.dll) • Publishing.Extensions.Placeholders: Classes used to implement placeholders; unique classes for different types of content (Microsoft ContentManagement.Publishing.Extensions.Placeholders.dll) • Publishing.Extensions.Placeholders.Office: Classes used to implement Authoring Connector placeholders; enables HTML and attachments to be authored in Word (Microsoft.ContentManagement.Publishing.Extensions Placeholders.Office.dll) • Web: ASP.NET Web application classes, includes CmsHttpApplication (Microsoft.ContentManagement.Web.dll) • Web.Caching: Classes used for caching (Microsoft.ContentManagement Web.dll) • Web.Security: Classes for authentication (Microsoft.ContentManagement Web.dll) • WebControls: Classes have been updated for managed code compatibility (Microsoft.ContentManagement.Publishing.dll) MCMS COM Object Reference MCMS 2002 provides COM-based APIs: the enhanced (2002 version) publishing API and the site deployment API ■ Note Use the NET-based, managed code version of the publishing API for development Refer to the NET-based APIs in the MCMS NET Class Reference Developing Templates A template is an object that binds code, data, and resources, which are rendered as HTML to serve HTTP page requests When you use Visual Studio for CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 175 MCMS solution development, you build templates into the Web solution, so authoring and display integrate seamlessly MCMS is template-driven, exclusively To MCMS, a template is a template is a template There is no functional difference among templates Looking past the technology, however, portals are built to solve business information problems Because of this, templates may, in fact, differ significantly in how they gather or present content Further, the template used to gather information may not be the template used to present it Take the training world, for example Sharable Content Objects (the SCORM initiative) are generated by authors to an exacting specification, so they can be harvested by learners in very different contexts—same information, different templates To inspire your thinking along these lines, we’ve created a simple template taxonomy based on functional position in an informational hierarchy This taxonomy may not be appropriate for your application, but it’s worth considering how templates structure information • Leaf template: The leaf is the lowest level of the hierarchical navigation scheme This fundamental unit of information serves as its own information source It may contain external links to ancillary information; however, it provides the details of the story with no—or at least minimal—scrolling Good Web page design suggests that Web pages chunck information into screens A good leaf template enforces this philosophy • Aggregation template: This template corresponds to a branch in a hierarchy If there are multiple leaf pages relating to a single topic, some sort of integration is probably useful—even if it’s just a listing of the leaf pages Aggregation templates can provide summaries of associated details, integration of parts into a whole, or show some other quality such as the logical consequence of antecedent actions Remember that what is being aggregated is dynamic, so aggregation templates must adjust semantically to changing leaves—you don’t want to keep rewriting them • Repurposing template: This type of template is meant to take data acquired from another template (or set of templates) and repackage or repurpose those data A simple type of repurposing template may be a printer-friendly reformatting of data More often, repurposing is more complex It may filter details to provide a synopsis It may add explanatory information or integrate details from multiple sources Microsoft Content Management Server 2002, A Complete Guide (Addison-Wesley Professional, 2003) offers a couple of useful guidelines: this type of template “is not meant to be used by content contributors,” and it “reformats the content contained in pages created in a different but related template.” 176 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS A last issue concerning template development may be relegated to technical training, but I doubt it Templates are very important tools In the MCMS context, they are more than important—they’re essential Templates, however, are meant to empower collaborative workers When they are shoved down somebody’s throat, they lose that warm, fuzzy, empowering feeling! Template design needs to be controlled, but it can’t crystallize Template development should be meta-stable—they can’t change on a whim, but you need to plan for template evolution Create a way for content contributors to provide input about template design Encouraging ownership will power up your empowerment strategy Template Development Procedures Template objects must be created logically within the MCMS environment and implemented in code Template objects are maintained in Template Galleries Development procedures include creating the MCMS template object, coding a template file, and associating a template with the Web Authoring console Implementing template placeholders to bind resources simplifies page creation and enforces consistency ■ Note You must have administrator credentials or be a member of the developers group to create templates You must also have read/write privileges to the containers to which you will be posting content Task 9-5 Creating a Template Launch the Template Explorer, navigate to a template container, and select New Template A new template named New Template appears in the template container Rename the new template (select Rename from the context menu) Select File ➤ Save All to save your changes Your new template is now available in the MCMS Template Explorer under the gallery The logical Template object has been created Next an ASPX page to lay out boilerplate text, controls, placeholders, and scripts needs to be implemented and associated with Template objects 196 ■INDEX Authoring Connector, 87 additional information, 33 configuring Web.config file for, 62 connected pages fail to expire, 157 connected pages not appear after changes, 156 editing and submitting content, 88 empty wizard task list, 156 installing MCMS 2002 components, 35–36 MCMS Authoring Connector templates, 183 MCMS components, missing/unavailable on Word File Menu, 156 problems with, 156 Authoring console see Web Author authoring content creating Authoring Connector publishing tasks, 186 editing and submitting content, 86 authoring server see content authoring server authoring tools cannot modify custom properties, 158 cannot refresh Approval Assistant, 158 Internet Explorer fails on placeholder, 158 multiple placeholders bound to one definition, 158 page approval not match author/editor rights, 157 problems with, 156 troubleshooting, 156–158 ■B bandwidth capacity planning, 46 basic authentication IIS Basic Authentication, 83 ■C caching clearing memory cache, 42 fragment caching, 40 performance, 40–42 setting cache location, 41 setting cache size, 41 uninstalling MCMS 2002, 144 Caching classes, 174 capacity planning, 43–52 calculating, 52 cost per user, 51 failure criteria, 46 general guidelines, 44 testing, 47–52 transaction goals, 44 case-sensitivity SQL Server names, 12 certificates acquiring digital certificate, 59 certificate authentication, 64–66 configuring anonymous authentication in IIS, 64 cost of, 66 creating and administering Server Certificates, 65 mapping certificates, 65 certification see also security creating certificate trust list, 79 enabling server certificates, 79 Server Configuration Application, 78 channel manager role administrator rights, 94 rights group permissions, 93 channel rendering scripts upgrading MCMS 2000 to 2002, 142 channel tag publishing tasks, 186 channel-based (hierarchy) URLs setting URL format, 81 channel-to-host header name mapping, 81 channels, 96–104 accessing, 93 adding custom properties, 101 assigning rights groups to, 98 assigning Stage-As rights group access channels, 133 copying or moving channels, 102 copying or moving pages, 103 creating, 97–98 deleting and restoring channels, 102 deleting and restoring pages, 103 describing, 97 importing channel and rights objects, 122 managing, 102–98 modifying channel rendering properties, 99 ■INDEX modifying channel rights, 101 modifying options, 98 modifying publishing schedule, 99 modifying web author default galleries, 100 naming conventions, 97 publishing consecutive channels, 104 publishing consecutive pages, 104 removing channels, 102 removing pages, 103 serving page requests, 169 sorting pages within channel, 100 Channels directory Destination directories, 128 characters invalid characters for object properties upgrading MCMS 2000 to 2002, 142 MCMS names, 81 classes MCMS NET Class Reference, 174 client browser cache uninstalling MCMS 2002, 144 cluster support MCMS 2002 Standard Edition, 145 CMS (Content Management Server) Visual Studio and MCMS, 173 CMS object model, 170 CmsHttpContext object serving page requests, 169 COM Object Reference, 174 compatibility MCMS 2002 SP1a, components, MCMS, configuring MCMS 2002 components multiple computers, 26–33 single computer, 22–26 installing MCMS 2002 components, 33–36 MCMS 2000, 22 troubleshooting missing components, 138 viewing missing software requirements, 138 configuration, 8–14 components for single computer, 22–26 197 MCMS database, 23–25, 31 MCMS server, 26 multideveloper environment, 30 multiple computer environment, 26–33 granting rights to MCMS database, 28 configuring MCMS Database, 31 creating web site for MCMS, 29–30 installing MCMS Content Server, 30 installing Site Manager, 33 production environment, 27 troubleshooting, 138–151 connected pages, 191 container assignments issues with Site Manager, 152 containers accessing, 93 assigning rights groups to, 95 assigning to rights groups, 68 exporting dynamic content objects, 119 exporting containers only, 121 importing channel and rights objects configuring container rules, 122 maintaining container hierarchies, 92 performance, 42 selecting orphaned objects container, 124 content approving and publishing, 89 editing and submitting, 86 content authoring server, 6, 26 Content Repository, configuring MCMS database, 23–25, 32 creating database, 16 Content Server, installing, 30 reading and writing to database, 28 content site setting content site entry point, 80 cookies server administration, 85 198 ■INDEX credentials acquiring external user’s credentials, 69 Integrated Windows authentication, 56 obtaining, 55 verifying against third-party source, 69 CTL (certificate trust list) creating, 79 custom authentication, 66–70 creating custom logon pages, 69 forms-based authentication, 69 mapping user to Active Directory user, 66 user access, 67 ■D databases see also MCMS database adding database users to system database role, 148 creating Content Repository, 16 creating new database, 16 granting System Account rights to, 17 naming conventions, 147 recognizing database users, 148 SQL Server creating, 147 DCA (Database Configuration Application) configuring MCMS database, 23–25, 31 recognizing database users, 148 SQL Server database issues, 146 DecryptionKey attribute Machine Key settings, 72 default console troubleshooting, 149 dependent pages identifying pages using template, 115 deployment, 117–135 ASPX scripts, 117 converting dynamic sites into static HTML pages, 127–135 dynamic content, 117 exporting dynamic content objects, 119–122 excluding objects from export, 120 executing the export, 121 exporting containers only, 121 exporting rights groups and users, 120 setting export options, 119 viewing/printing Export Preview Report, 121 importing channel and rights objects, 122–125 configuration options, 122 configuring container rules, 122 configuring rights groups, 124 executing Import Process/Viewing reports, 125 generating Import Report, 125 selecting orphaned objects container, 124 importing templates and resources, 125–126 incremental deployment, 117 tracking revisions, 126–127 clearing revisions by timestamp, 127 using Site Manager, 117, 127 using Site Stager, 127–135 description tag publishing tasks, 186 Destination directories, 128 scheduling automated staging, 135 destination user account, 129 adding destination user to administrators, 130 configuring on Site Stager, 131 creating, 130 granting Log On As Batch Job rights, 130 granting Log On Locally rights, 131 Developer edition, developers configuring multideveloper environment, 30 DeveloperTools.xml regenerating, 161 development developing templates, 175, 176 development environment requirements, 170 development procedures, 167 using Page objects, 167 development server, 6, MCMS server functions, 26 ■INDEX digital certificates acquiring, 59 document exchange scalable architecture, domain accounts server administration, 84 domains adding, 85 moving, 146 dynamic content deployment, 117 dynamic navigation performance, 43 ■E editions, editor role, 93 encryption see authentication Enterprise edition, error messages A potentially dangerous Request.Form value , 139 account passwords have expired, 147 An underlying connection was closed , 151 Cannot load root template gallery, 161 Package Microsoft Content Management Server , 143 The operation has timed-out, 162 The remote server returned , 150 Unable to install the InstallShield Scripting Runtime, 144 Unable to pre-create directory , 149 errors see also troubleshooting staging errors, 128 Evaluation edition, event handlers adding to logon page, 61 Events classes, 174 Export Preview Report viewing/printing before deploying content, 121 exporting dynamic content objects, 119–122 extranet site authentication, 70 199 ■F failure criteria capacity planning, 46 Flow tag category, 180 Font tag category, 180 Formatting property, 178 forms-based authentication, 58–64 anonymous user access (guest), 58 configuring for Authoring Connector, 62 configuring for MCMS Web site, 63 custom authentication, 69 logon page, 60 performance, 58 potential problems, 58 SSL (Secure Sockets Layer), 58, 59 Web.config file, 62, 63 fragment caching, 40 ■G galleries importing channel and rights objects, 122 resource galleries, 104–109 template galleries, 109–113 Guest account/access configuring anonymous authentication in IIS, 64 configuring using Internet Services Manager, 59 custom authentication, 66 enabling, 84 forms-based authentication, 58 ■H hardware requirements, header name mapping channel-to-host header name mapping, 81 Heading tag category, 180 Hide When Published property modifying, 98 Site Manager, 152 host header mapping, 146 HTML adding HTML placeholder control, 185 adding HTML placeholder definition, 178 adding HTML placeholder, 181 adding Office HTML placeholder definition, 184 200 ■I ■INDEX IIS (Internet Information Services) configuring anonymous authentication in, 64 enabling, 11 IIS Basic Authentication, 83 IIS Lockdown Tool, 13 IIS Service Manager see Internet Services Manager IIS Timeout Connection, 151 IIS web sites cannot browse if located on localhost, 161 images adding image placeholder definition, 180 adding single image placeholder, 181 adding, 187 import function site deployment using, 29 Import reports, 125 Important Channel option, 98 Important property Site Manager, 152 importing channel and rights objects, 122–125 importing templates and resources, 125–126 incremental deployment, 117 Index Bot, 83 indexing web site indexing site for internet search, 82 Initial MCMS Administrator account, 15 configuring MCMS database, 25 configuring MCMS Database, 32 Installation Wizard setup unsuccessful, 138 installations Authoring Connector, 35 components additional components, 33–36 viewing missing software requirements, 138 Content Server, 30 IIS Lockdown Tool, 13 Internet Explorer WebControls, 14 MCMS 2002 with SP1a, 22 server side includes, 10 Site Manager, 33, 34 Site Stager, 34 SQL Server 2000, 11 troubleshooting, 138–151 uninstalling, 143 cannot reinstall after, 144 Visual Studio NET, 14 Web Author, 36 Windows 2003 Server core components, 10 Windows High Security Template, 12 Windows XP components, 11 Integrated Windows authentication, 56 Internet Explorer fails on placeholder, 158 Internet Explorer WebControls, 14 Internet Services Manager acquiring digital certificate, 59 administering Server Certificates, 65 configuring anonymous authentication in IIS, 64 configuring anonymous login using, 59 configuring Integrated Windows authentication, 57 configuring Web.config file for Authoring Connector, 62 granting access to staging computers, 128 internet site authentication, 71 intranet site authentication, 70 ISAPI filter and security service, ■K Kerberos, 56 ■L language fonts issues with Site Manager, 153 language versions upgrading, 146 latency capacity planning, 46, 47 LDAP user cannot use Site Stager, 155 leaf template, 175 List tag category, 180 localhost cannot browse IIS web sites located on, 161 locks managing object locks, 85 ■INDEX Log On As Batch Job rights, 130 Log On Locally rights, 131 logging enabling Windows Installer logging, 14, 138 logical architecture, 4–6 logon page, 60 adding event handlers, 61 creating custom logon pages, 69 Logs directory Destination directories, 128 ■M Machine Key settings, 72 Managekey.exe file web farms authentication, 71 mapping channel-to-host header name mapping, 81 Markup tag category, 180 MCMS administrative tools, issues with, 151 components, 5, 22 configuring components for single computer, 22–26 configuring for multiple computers, 26–33 configuring server, 26 creating web site for, 29–30 evaluating, 86 installing MCMS 2002 components, 33–36 installing MCMS 2002, 22 mixed mode authentication, 12 options not appear in Visual Studio NET, 161 Standard Edition issues, 144 uninstalling, 143 upgrading 2000 to 2002, 142–143 upgrading 2001 to 2002, upgrading language versions, 146 Visual Studio NET and, 170 MCMS NET Class Reference, 174 MCMS Authoring Connector see Authoring Connector MCMS Content Repository see Content Repository MCMS Content Server see Content Server MCMS database see also databases 201 configuring, 23–25 configuring for multiple computers, 31 granting rights to, 28 MCMS default console troubleshooting, 149 MCMS empty Web project MCMS project types, 171 MCMS initial administrator account, 15 MCMS Installation Wizard, 138 MCMS projects ASP.NET project differences, 171 converting ASP NET Web Project into, 173 creating, 172 opening an MCMS solution, 172 opening Template Explorer, 173 MCMS Server Configuration Application see SCA MCMS Site Manager see Site Manager MCMS Site Stager see Site Stager MCMS system account see system account MCMS Template Explorer see Template Explorer MCMS Web application, 171 MCMS Web Author see Web Author MCMS Web service, 171 MCMS web site adding to trusted sites, 149 MCMS Word Authoring Connector, 192 metadata placeholders and, 42 Microsoft Application Center deploying web sites, 30 Microsoft certification see certification Microsoft recommendations authentication, 70–72 mixed mode authentication, 12 ASP compatibility, 80 mixed mode option configuring MCMS database, 24, 31 moderator role, 93 202 ■INDEX modes configuring MCMS database, 24, 31 Windows 2000 authentication modes, 56 Modify Members dialog box issues with Site Manager, 151 ■N name tag publishing tasks, 186 naming/naming conventions channels, 97 databases, 147 MCMS names, 81 rights groups, 94 NET Class Reference, 174 NET Framework troubleshooting Visual Studio NET issues, 159 NET Framework 1.1 troubleshooting compatibility, 139 NTLM protocol, 56 ■O object locks, 85 objects COM Object Reference, 174 Office classes, 174 orphaned objects selecting orphaned objects container, 124 ■P Page objects development using, 167 pages see also postings approving using Web Author, 189 connected pages fail to expire, 157 connected pages not appear after changes, 156 copying or moving, 103 creating connected pages, 191 creating logon page, 60 creating using Web Author, 187 deleting and restoring, 103, 157 deleting using Web Author, 192 editing using Web Author, 190 identifying pages using template, 115 importing channel and rights objects, 122 managing, 103–104 moving using Web Author, 191 page approval not match author/editor rights, 157 previewing in Web Author, 188 publishing consecutive pages, 104 publishing using Web Author, 188 removing, 103, 157 saving with Web Author, 188 selecting template using Web Author, 187 serving page requests, 168, 169 sorting pages within channel, 100 submitting using Web Author, 188 updating using Web Author, 190 pages, capacity planning page size, 46 pages per second, 45 performance API searches, 42 caching, 40–42 containers, 42 dynamic navigation, 43 forms-based authentication, 58 measuring, 40 methods for maximization, 40 optimizing, 40–43 performance counters, 47 placeholders, 42 permissions rights groups, 93 physical architecture, 6–8 placeholders adding Attachment placeholder control, 185 adding HTML placeholder control, 185 adding HTML placeholder definition, 178 adding HTML placeholder, 181 adding image placeholder definition, 180 adding images, 187 adding Office Attachment placeholder definition, 184 adding Office HTML placeholder definition, 184 adding single image placeholder, 181 ■INDEX adding XML placeholder, 182 classes, 174 errors binding controls to definitions, 159 Internet Explorer fails on placeholder, 158 multiple placeholders bound to one definition, 158 performance, 42 placeholder control, PlaceholderDefinition object, 169 placeholder definition properties, 178 tags and, 179 template anomalies, 159 using Web Author, 187 XML placeholder timeout error, 162 PlaceholderToBind property, 159 postings see also pages creating/submitting, 192 editing, 193 publishing, 193 presentation mode serving page requests, 168 production environment configuring, 27 production server MCMS installation physical architecture, MCMS server functions, 26 profiles creating staging profile, 154 using Site Stager, 127 properties adding custom properties to channel, 101 placeholder definition properties, 178 protocols NTLM protocol, 56 publishing API, Publishing classes, 174 publishing schedule modifying, 99 setting, 189 viewing, 189 publishing tasks, 186 ■R 203 remote access granting access to staging computers, 128 repurposing template, 175 request validation NET Framework 1.1 compatibility, 139 setting to false all applications, 140 MCMS internal applications, 141 MCMS web applications, 140 requests serving page requests, 168 requirements hardware requirements, resource galleries, 104–109 assigning rights groups to, 106 changing description, 106 copying or moving, 107 copying or moving resources from, 108 creating, 105 deleting and restoring, 107 deleting and restoring resources from, 108 managing, 105–108 modifying rights for, 106 removing, 108 removing resources from, 109 renaming, 106 Resource Manager rights group adding Stage-As User account as member of, 133 creating, 132 resource manager role, 93 resources, 104–109 importing, 125 importing channel and rights objects, 122 managing, 108–109 naming conventions, 97 Resources directory Destination directories, 128 restarting manually, 149 revisions clearing revisions by timestamp, 127 described, 126 revision histories, 126 comparing versions using, 190 tracking revisions, 126–127 204 ■INDEX rights directory rights, 143 granting rights to MCMS database, 28 granting system account rights to database, 17 modifying channel rights, 101 modifying for resource galleries, 106 page approval not match author/editor rights, 157 rights groups accessing containers/channels, 93 adding members to, 68, 94 assigning containers to, 68 assigning Stage-As rights group access channels, 133 assigning to channels, 98 assigning to containers, 95 assigning to resource galleries, 106 assigning to template galleries, 111 changing access, 152 configuring for import, 124 creating Resource Manager rights group, 132 creating Subscriber rights group, 132 creating, 67, 94 exporting dynamic content objects, 120 importing channel and rights objects, 122 modifying for template galleries, 111 naming, 94 roles custom authentication, 66 importing channel and rights objects, 122 MCMS 2002 Standard Edition limits, 145 modifying for template galleries, 111 rights group permissions, 93 root staging virtual directory accessing, 128 ■S sa login for SQL Server security, 146 SCA (Server Configuration Application), 77–85 see also server administration adding domains, 85 certification, 78 configuring, 152 launching, 79 port number, 78 recognizing database users, 148 remote administration using, 78 scalable architecture, 4–8 search engines indexing site for internet search, 82 security see also authentication; certification accessing root staging virtual directory, 128 creating CTL, 79 granting rights to MCMS database, 28 sa login for SQL Server, 146 server administration, 84 Security classes, 174 Select File dialog box, 160 server administration see also SCA ASP compatibility mode, viewing, 80 channel-to-host header names, mapping, 81 cookies, 85 domain accounts, 84 indexing site for internet search, 82 object locks, 85 security, 84 setting web entry point, 80 URL format, setting, 81 server certificates creating and administering, 65 enabling, 79 Server Configuration Application see SCA server side includes installing, 10 servers configuring MCMS server, 26 installing MCMS Content Server, 30 MCMS installation physical architecture, setup troubleshooting installation/configuration, 138 Sharable Content Objects, 175 site deployment Windows 2003 Server, 150, 151 Site Deployment API, Site Manager, 92–93 adding custom properties to channel, 101 ■INDEX adding members to rights groups, 68 assigning containers to rights groups, 68 assigning rights groups to channels, 98 assigning rights groups to resource galleries, 106 assigning rights groups to template galleries, 111 copying and moving template galleries, 112 copying or moving channel, 102 copying or moving pages, 103 copying or moving resources from resource galleries, 108 copying or moving resource galleries, 107 creating resource galleries, 105 creating rights groups, 67 creating template galleries, 110 deleting and restoring channels, 102 deleting and restoring pages, 103 deleting and restoring resource galleries, 107 deleting and restoring resources from resource galleries, 108 deleting and restoring template galleries, 112 deleting and restoring templates from template galleries, 113 deploying content excluding objects from export, 120 executing the export, 121 exporting rights groups and users, 120 setting export options, 119 viewing/printing Export Preview Report, 121 deploying content, 117 deployment, 127 exporting dynamic content objects, 119 identifying pages using template, 115 importing channel and rights objects configuring container rules, 122 configuring rights groups, 124 executing Import Process/Viewing reports, 125 generating Import Report, 125 205 selecting orphaned objects container, 124 importing templates and resources, 125 installing MCMS components, 34 installing MCMS for multiple computers, 33 issues with, 151 Active Directory group members cannot log on, 153 container assignments, 152 Hidden and Important properties, 152 language fonts, 153 Modify Members dialog box, 151 managing channels, 98 modifying channel options, 98 modifying channel rendering properties, 99 modifying channel rights, 101 modifying publishing schedule, 99 modifying rights for resource galleries, 106 modifying rights for template galleries, 111 modifying template gallery names/descriptions, 110 modifying web author default galleries, 100 naming and describing channels, 97 publishing consecutive channels, 104 publishing consecutive pages, 104 refreshing, 93 removing channels, 102 removing pages, 103 removing resource galleries, 108 removing resources from resource galleries, 109 removing template galleries, 113 removing templates from template galleries, 114 renaming/modifying descriptions of resource galleries, 106 reverting to last approved template, 114 setting options, 92 sorting pages within channel, 100 tracking revisions clearing revisions by timestamp, 127 206 ■INDEX site manager role, 93 site navigation performance, 43 Site Stager see also staging profiles adding Stage-As User account, 132, 133 assigning Stage-As rights group access channels, 133 configuring destination user on, 131 creating Resource Manager rights group, 132 creating staging profile, 134, 154 creating Subscriber rights group, 132 deployment, 127–135 Destination directories, 128 granting Log On As Batch Job rights, 130 granting Log On Locally rights, 131 installing MCMS components, 34–35 issues with, 153 LDAP user cannot use, 155 profile fails to stage, 156 staging fails and no event is reported, 153 staging profiles sharing destination directory, 155 status does not refresh, 155 MCMS 2002 Standard Edition, 146 scheduling automated staging, 134, 154 staging errors, 128 staging site manually, 135 Solution Explorer adding Attachment placeholder control, 185 adding HTML placeholder control, 185 adding HTML placeholder, 181 adding single image placeholder, 181 adding Web Author Console to template file, 183 adding XML placeholder, 182 creating template file, 177 SQL Query Analyzer, 42 SQL Server case-sensitivity, 12 creating database, 147 granting MCMS system account rights, 147 installing, 11 moving domains, 146 sa login security, 146 system account errors, 146 TechNet Support Center, 19 troubleshooting, 146 upgrading language versions, 146 SSL (Secure Sockets Layer), 58, 59 Stage-As Domain user account, 129 Stage-As rights group, 133 Stage-As User account, 132, 133 staging computers accessing root staging virtual directory, 128 creating destination user account, 130 creating Stage-As Domain user account, 129 granting access to, 128 staging profiles see also Site Stager creating staging profile, 134, 154 scheduling automated staging, 134, 154 staging site manually, 135 staging server MCMS installation physical architecture, MCMS server functions, 26 Standard edition, stress scripts Transaction Cost Analysis tool, 50 Subscriber rights group, 132 subscriber role MCMS 2002 Standard Edition, 145 rights group permissions, 93 subscription rights, 93 system account adding database users, 148 configuring MCMS database, 24 creating user accounts, 15 defining, 148 errors, 146 granting system account rights, 17, 147 granting rights to MCMS database, 28 server administration, 84 ■INDEX ■T Table tag category, 180 tags MCMS tag categories, 180 placeholders and, 179 publishing tasks, 186 Temp directory Destination directories, 128 template designer role, 93 Template Explorer adding HTML placeholder definition, 178 adding image placeholder definition, 180 adding Office Attachment placeholder definition, 184 adding Office HTML placeholder definition, 184 associating template file with template, 177 creating templates, 176 opening, 173 Visual Studio and MCMS, 173 template galleries, 109–113 assigning rights groups to, 111 cannot load root template gallery, 161 copying and moving galleries, 112 creating, 110 deleting and restoring galleries, 112–113 deleting and restoring templates from, 113 managing gallery rights, 111 modifying names/descriptions, 110 modifying rights for, 111 removing templates from, 114 reverting to last approved templates, 114 upgrading MCMS 2000 to 2002, 142 Template object serving page requests, 169 template tag publishing tasks, 186 templates, 109–115 adding Attachment placeholder control, 185 adding HTML placeholder, 181 adding single image placeholder, 181 207 adding Web Author Console to template file, 183 adding XML placeholder, 182 aggregation template, 175 associating template file with template, 177 channels and, 96 creating Authoring Connector template, 183 creating MCMS publishing tasks, 186 creating, 176 creating template file, 177 deleting and restoring from template galleries, 113 developing, 174–186 identifying pages using, 115 importing, 125 importing channel and rights objects, 122 laying out template file, 177 leaf template, 175 managing, 113–115 managing with galleries, 109–113 MCMS Authoring Connector templates, 183 removing from template galleries, 114 repurposing template, 175 reverting to last approved, 114 selecting using Web Authoring console, 187 Temporary Internet Files emptying, 144 test searches indexing site for internet search, 82 testing, capacity planning, 47–52 Transaction Cost Analysis tool, 48 Web Application Stress Tool, 48 timeout connection modifying IIS Timeout Connection, 151 tracking revisions, 126–127 Transaction Cost Analysis (TCA) tool, 48–50 transaction goals, capacity planning, 44 bandwidth, 46 number of users, 45 page size, 46 pages per second, 45 208 ■INDEX troubleshooting see also errors additional resources, 162 authoring tools, 156–158 enabling Windows Installer logging, 137 installation and configuration, 138–151 NET Framework 1.1 compatibility, 139 initialization errors, 139 MCMS 2002 Standard Edition, 144 SQL Server database, 146 uninstalling MCMS 2002, 143 unsuccessful setup, 138 upgrading MCMS 2000 to 2002, 142 Windows Server 2003 and MCMS 2002, 149 MCMS administrative tools, 151 slow restarts, 139 Visual Studio NET, 158–162 trust creating CTL, 79 trusted sites adding MCMS web site to, 149 ■U Unapproved page revisions, 126 uninstalling MCMS 2002, 143 upgrades to MCMS 2002 language versions, 146 MCMS 2000, 142 MCMS 2001, restored 2001 database, 146 URLs naming conventions, 97 setting URL format using SCA, 81 user accounts creating, 15, 67 creating Stage-As Domain user account, 129 custom authentication, 67 destination user account, 129, 130 users approving and publishing content, 89 editing and submitting content, 86 exporting dynamic content objects, 120 users, capacity planning cost per user, 51 determining user profile, 49 number of users, 45 ■V validateRequest attribute NET Framework 1.1 compatibility, 139 Validation attribute, 72 ValidationKey attribute, 72 versions using Revision History to compare, 190 video-only placeholders upgrading MCMS 2000 to 2002, 142 virtual directory configuring, 160 Visual Studio NET configuring MCMS integration with, 162 configuring Web.config file for forms-based authentication, 63 converting ASP NET Web Project into MCMS project, 173 creating Authoring Connector templates, 183 creating logon page, 60 creating MCMS projects, 172 developing templates, 174 installing, 14 MCMS 2002 and, 170 MCMS components, MCMS options not appear in, 161 opening an MCMS solution, 172 opening Template Explorer, 173 selecting template from Select File dialog box, 160 solutions, 171 troubleshooting, 158–162 cannot browse IIS web sites located on localhost, 161 cannot load root template gallery, 161 cannot view Select File dialog box, 160 errors binding placeholder controls to definitions, 159 MCMS 2002 (SP1a), 159 new ASP.NET application, 159 ■INDEX placeholder template anomalies, 159 XML placeholder timeout error, 162 ■W Web application MCMS project types, 171 Web Application Stress Tool (WAST), 48 web applications cannot create Visual Studio NET 2002 web application, 150 troubleshooting Visual Studio NET issues, 158–162 Web Author, 86 adding images, 187 adding Web Author Console to template file, 183 approving and publishing content, 89 approving pages, 189 creating pages, 187 deleting pages, 192 editing and submitting content, 87 editing pages, 190 installing MCMS 2002 components, 36 MCMS components, modifying web author default galleries, 100 moving pages, 191 placeholders, 187 previewing pages, 188 problems with, 156 problems with attachments, 158 publishing pages, 188 saving pages, 188 selecting template, 187 setting publishing schedule, 189 submitting pages, 188 updating pages, 190 using, 187–194 using Revision History to compare versions, 190 viewing publishing schedule, 189 Web classes, 174 web crawlers indexing site for internet search, 82 209 web farms authentication, 71 Web project MCMS project types, 171 Web Robots Can Crawl Links option modifying, 98 Web Robots Can Index This Channel’s Navigation option modifying, 98 Web service MCMS project types, 171 web services MCMS components, web sites adding MCMS web site to trusted sites, 149 configuring MCMS database, 24, 31 creating web site for MCMS, 17, 29–30 indexing site for internet search, 82 setting web entry point, 80 Web.config file configuring for Authoring Connector, 62 configuring for forms-based authentication, 63 configuring to poll for authentication, 62 MCMS/ASP.NET project differences, 171 modifying for handling authentication, 57 WebControls classes, 174 Windows 2000 authentication modes, 56 Windows 2003 Server NET Framework requirement, 158 site deployment, 150–151 uninstalling MCMS 2002, 143 upgrading issues, MCMS 2002, 149, 150 Windows 2003 Server core components installing, 10 Windows accounts authentication, 56–57 Windows High Security Template installing, 12 210 ■INDEX Windows Installer logging enabling, 14, 138 Windows XP components installing, 11 Word Authoring Connector, 192 ■X XML adding XML placeholder, 182 XML placeholder timeout error, 162 ... connected page Select Preview Connected Pages to view a list of pages connected to the anchor page 192 CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS Select Save New Page 10 Use the Create Connected Page. .. Save changes CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 187 Using the Web Author An author creates and publishes pages using the Web Author Creating Pages Use the Web Authoring console... and Times page 10 Select Advanced Page Properties, and then click Next to advance the wizard CHAPTER ■ MCMS DEVELOPMENT USING PAGE OBJECTS 193 11 Use the Advanced Page Properties page to set