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Technical Specification
Atkins Phase 1
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Prepared By: |
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Name: Paul Chadwick |
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Title: Technical Solutions Architect |
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Approved By: |
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Name: Nigel Conde |
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Title: Technical Solutions Director |
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Accepted/Agreed By: |
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Name: Wajid Sadiq |
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Title: Project Manager |
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Representing: Atkins |
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Name |
Title |
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Amaze |
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Atkins |
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Name |
Date |
Version |
Paul Chadwick |
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0.1 (draft) |
Paul Chadwick |
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Paul Chapman |
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Paul Chapman |
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Paul Chapman |
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1.2 (Final) |
Customer Obligations and Responsibilities
Business Logic Layer Technologies
Authentication & Authorization
TECHNICAL FUNCTION 1: Content Management
TECHNICAL FUNCTION 2: Search Engine
Testing Consideration & UAT Testing
This document serves as an official agreement between Amaze Ltd. and Atkins in connection with project: Atkins Web Site Phase 1
This site specification explicitly discusses the technical requirements. Change control procedures will enforce addendums to the specification if the scope of the build changes.
This document should be treated as confidential to the client. Amaze reserves the right to retain title to the copyright until such a time as dictated in the contract, whereby rights will be passed over to Atkins. The document shall not be used by other than authorised client employees nor shall it be used or disclosed outside of the client without the express written permission of a Director of Amaze.
This document covers the technical elements of this build.
A list of additional references can be found below.
Amaze Functional Specification
Amaze Creative Specification
The responsibilities of the client shall include the following:
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ID |
Customer Responsibilities |
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CR1 |
To perform UAT |
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CR2 |
To review and sign off on this document (and supply comments and feedback to enhance and correct this document where necessary) |
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CR3 |
To supply administrative access to the hosting environment for development, testing and deployment purposes. |
Delays in required feedback, data, technology and information provision, or signatory acceptance, from agreed deadline may impact on the project time-line or cost, on a day for day basis.
These delays will be documented and communicated at the time when they occur.
Due to the technical logistics of implementing this solution, the Deployment and rollout will be detailed in a separate document.
The deployment schedule will need to be agreed and signed off by the Amaze Technical Team, Atkins representative and a Technical authority from the hosting company.
Functional Objectives can be found in the Amaze Functional Specification.
This technical document implements a rationalisation of the Atkins Web Site.
The solution will provide a content managed Web Site with interface points to iGrasp and Investis systems. The functionality of these external systems is out of scope of the solution. The creative style for the site will be continued in these external systems with the adoption of CSS and page HTML structure. The work to enhance iGrasp and Investis will not be performed by Amaze.
Along with the standard client technologies used for web site development, Amaze may use a number of languages to enhance the site and its navigation. These technologies may include:
JavaScript
XHTML
Cascading Style Sheets
Popup Windows
IFrames
XML
The technologies to be used to enact the required business rules to meet the requirements of the solution are:
Tridion R5.2
Lucene Search and Indexing Engine
Microsoft .NET v2.0
Analytics tags will be employed
Email via SMTP
The technologies to be used to house and manage the data that makes up the solution are:
Microsoft Server 2003
Microsoft SQL Server 2005 Standard
The solution will be hosted on Microsoft Windows 2003 servers.
The Tridion interface will be used by Content editors to create content within the bounds of Content Templates and Page Templates.
It is recommended that the hosting solution consist of a Web Server, and Database Server and a Content Management Server. To facilitate resilience a clustered Web Server environment would be required.
The Content Management Server must have access to the live Web Site environment to facilitate publication of content.
The Web Server will require the following as a minimum:-
.Net Framework 2.0
IIS 6.0
The Database Server will require SQLServer 2005 Standard
The Content Management Server will require:-
.Net Framework 2.0
IIS 6.0
The servers will require the appropriate Tridion R5.2 deployment.
The proposed hosting architecture is shown below.
All servers will be based at secure, specialist 3rd party hosting facilities on dedicated hardware.
Specification of the servers is as below:
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Server |
Specification |
Quantity |
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Web Servers |
Dell 1950 2GB Ram Quadcore Processor, 2 x 300GB RAID 1 SAS HD | |
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CMS Server (inc. Virtual server for UAT) |
Dell 2950 Quadcore, 4GB Ram, 2 x 73GB raid 1, 4 x 300GB Raid 5 SAS HD | |
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Database Server (SQL Server) |
Dell 2950 Dual Quadcore, 4GB ram, 2 x 73GB raid1 4 x 300GB Raid5 SAS HD |
Software requirements
Windows 2003 Server
Microsoft SQL Server 2000 Standard Edition
The following features are included with all of our hosting packages.
.NET Framework Usage
Up to 2 Host Header Allocations per server
UPS Protection & Powersupply
Gigabit Switched Network(managed)
Firewall Protection & Management (With Intrusion Prevension)
24hr Server Monitoring
Internet bandwidth (Either Datatransfer per month OR fixed speed connection)
Backup Daily Incremental, Full Weekly
Virus Protection
SMTP Ports access
30 minutes a week Telephone/Email Support
24x7x365 System Cover
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ID |
Deliverable Metric |
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P1 |
Search response returned <20sec on a 56Kbps connection |
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P2 |
Page load <3sec start, <10sec full load over 56Kbps connection |
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P3 |
Individual page size <70Kb including images and content (excluding downloadable material) |
The following list of browsers and operating systems that will be tested and supported for general users of the sites:
Microsoft Internet Explorer:
Clean Install on Windows XP SP2 and Windows
IE6+ to IE7.0
Firefox
Clean Install on Windows XP SP2 and Mac OS X
Firefox v1.5 to 2.0
Other Browser requirements:
Opera
Safari
JAWS
In addition a Linux Operating System with browser specified above, where available, will be tested.
The Tridion content and site management features use rich functionality that may not be available across all browsers [Tridon SiteEdit]. The following list of browsers and operating systems are tested and supported for the content management and administration features of the sites:
Microsoft Internet Explorer
Clean Install on Windows XP SP2
IE6+, IE7
The following image formats will be implemented as part of the this web site:-
GIF
Animated GIFs
JPEG
PNG
This will help the site conform to the Disability Discrimination Act 2004.
The Atkins site will be developed be presented as defined in the Creative Specification.
Amaze will develop to the W3C XHTML v1 Strict standard and conform to Web Content Accessibility Guidelines 1.0 Level 2 priority (AA).
The Tridion Presentation server will host all published content for access via the Internet.
Content authors will be allowed access to the Tridion Content Manager via SiteEdit and/or Tridions Content Explorer both hosted internally to Atkins.
2 groups will be deployed to access the Tridion Content Manager:
A SuperUser with full Administrative rights across the Tridion deployment
Content Editors that will have specific access to their responsible sites and will be the point of contact for new content.
Authentication will be done against Atkinss Active Directory register.
The core technical function of this solution is to implement a content management process. To accomplish this the solution will employ Tridion CMS and Lucene Search technology.
Within Tridion the solution will rely heavily on its Blueprint technology to ensure proper management and structure of the content.
The Lucene engine will be used to index and search across all published content of the site. (Note: this is covered in more depth in Section 10)
Figure Content Flow and Structure of Tridion Content Management System
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ID |
Deliverable Element |
Description |
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CM1 |
The content management structure will employ the best practices of the Tridion CMS suite. |
The structure will use Tridions Blueprint functionality to ensure scalability and reusability of content across the site. |
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CM2 |
The structure will be made up of a series of schemas and templates (both Content and Page) that define the content and metadata to be stored. |
Tridion separates the look and feel of a site with the content by using schemas and templates. Consult the Creative Specification for the look and feel and design of the templates of the new site. Consult the Functional Specification for the features of each template to be deployed. |
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CM3 |
The structure will publish via the Lucene Search Engine to build a search index accessible from the site. |
A publishing module will be implemented that will allow Tridion to publish directly to Lucene to make sure that all content is available for search from the site. |
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CM4 |
Navigation structures will be built to accommodate the requirements set out in the Functional Specification. |
The functional specification contains the list of requirements of the 3 navigation methods used:
The content for these navigation processes will be stored as XML, published by Tridion and referenced by the ASP.NET code to format it properly as outlined by the Creative Specification. |
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CM5 |
Input to the system will be content and documents supplied by the Business and designated content editors (users managed in Tridion). |
The content and documents will come from all over the business. It will be inserted according to the workflow process employed. |
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CM6 |
The CMS will allow for WYSIWYG content editing via deploying Tridions SiteEdit module. This will allow cut and paste operations for data input. |
SiteEdit is Tridion inline content editor. This is hosted on the internal staging server and is available to registered Tridion users (i.e. content editors) to use as a method of streamlined content entry. SiteEdit facilitates the copy and paste method of data insertion by using the client browsers built in capability. NOTE: SiteEdit is only available for registered and authorised users of Tridion. |
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CM7 |
The CMS will allow for easy import of documents via the WebDAV connector. |
To facilitate quick and easy import of content Tridions WebDAV connector will be deployed. This connector integrates with WebDAV enabled applications such as Windows Explorer to allow for a drag and drop operation of files into the system for storage. |
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CM8 |
The output of the system will be published pages and documents that will be: Searchable
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Tridion will combine all the templates (look and feel and functionality) with the content injected into the system to create complete pages and downloaded documents. This information will be parsed and indexed by the Search Engine (Section 10) to allow for searching and filtering of content based on defined searches. |
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CM9 |
The CMS will audit all user activity. |
Tridion stores audit logs that record all user-based activity (including modification, publishing etc). |
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CM10 |
The CMS will allow for versioning of all content. |
Tridion has version built in. This will be automatically be employed ensure that collaboration of content is available the Tridion Content Manager users. |
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CM11 |
The CMS will report on: Role designation
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Tridions administration console (via the Content Manager) reports on all of the listed. |
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CM12 |
The CMS will only allow authenticated users to access authorised zones. The Administrator of the system administers all access. |
Tridions built in security management functionality allows for the creation and management of users and their associated permission to access all aspects of the Tridion application. The user role and permission set being employed is detailed in the Functional Specification. |
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CM13 |
All development required to implement the functionality will be done using ASP.NET. |
The Functional Specification outlines the features that the solution will deliver to the end users. To accomplish these custom requirements ASP.NET will be used to develop the components to realise these requirements. |
To facilitate site searching the site will use an implementation of Lucene to index all the content and act as the search engine for all search requests. This will only reflect solution content and will not extend to external systems.
Figure Process and Request Flow of Lucene
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ID |
Deliverable Element |
Description |
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SE1 |
The Lucene engine will implement the search engine and index engine of the site. |
To meet all the searching requirements as outlined in the Functional Specification the solution will employ the Lucene engine to act as both indexing engine and search engine. |
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SE2 |
The indexing engine will accept all published content from Tridion, including documents. |
All site content published in Tridion, including documents, will be indexed and in turn searchable by the search engine. The document formats to be indexed are: Microsoft Office documents (Word, Excel, PowerPoint)
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SE3 |
The indexing engine will have a seamless port from the Tridion CMS. |
Tridion will publish directly to the indexing engine to ensure that when content is added or changed the index is kept up to date. |
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SE4 |
The indexing engine will add or modify its index when content is published | |
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SE5 |
The indexing engine will delete content references from its index when the content is unpublished |
Amaze will be responsible for producing a testing strategy designed to define an appropriate framework within which the application will be tested. This is deliverable will be listed in the Project Schedule; an example test plan is available upon request. Example test types;
Peer Testing
Cross Browser / Platform Testing
Stress Testing
Attack Testing
Performance Tests
Functional / Non Functional Tests
UAT Testing
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Users |
Authors & administrators of Tridion CMS |
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Web Publications |
The number of web publications supported (usually greater than the number of websites, especially if multi-language) |
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Content Manager Explorer |
The browser-based Tridion CMS application that authors and administrators use. |
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SiteEdit |
Allows WYSIWYG content authoring on a preview web server. |
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Language Pack (std) |
Languages for Tridion CMS users (not viewers). Packs A or B. |
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SpellChecker |
Spell checker |
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Business Connector |
Integrates Tridion with the customer's other operational systems to allow such information to be managed by Tridion and/or served to websites dynamically. |
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Content Porter |
Responsible for carrying templates, profiles, applications etc from the CMS development environment through the testing environment and onto the CMS production server in a safe and controlled way. |
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Content Manager Server |
The server-based partner to the Content Manager Explorer. |
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Content Distributor |
Resides on the web servers to receive content from the Tridion CMS and publish it, with built-in intelligence and failsafe measures. |
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Development or Test CMS |
One development or test environment for templates and other technical items. Uses Content Porter. |
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Staging/Preview Presentation |
Preview area for finished pages prior to publication to live web servers. Also needed for SiteEdit. |
The following areas require clarification, either by Requirements capture or Requirements clarification.
MC Forms awaiting feedback from Atkins detailing interface.
The following assumptions have been made during the creation of this document.
Amaze will not be hosting the solution; therefore access to hosting environment by Amaze will be required during the development phase and for the duration of any maintenance agreement.
MCForms, Recruitment interfaced with IFrames.
Supplier Forms will capture Supplier request, which will be sent as an email in pipe, delimited format to the configured recipient via Atkins SMTP server.
The following appendix refers to the use of analytics on the Atkins website.
There are currently two options being considered by Atkins.
In both cases, implementation on the web site consists of adding standard tags to the web pages, which are created on the system.
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Product |
Google Analytics |
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Description |
Google Analytics (GA) is a free service offered by Google that generates detailed statistics regarding site visitors. Webmasters can optimise their AdWords advertisement and marketing campaigns through the use of GA's analysis of where the visitors came from, how long they stayed on the website and their geographical position. GA's approach is to show basic dashboard-type data for the casual user, and more in-depth data further into the report set. There are currently over 80 distinct reports, each customisable to some degree. GA also offers three dashboard views of data: Executive, Marketer, and Webmaster. |
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Good Points |
Good feature-set at a low cost. Links well to Google Ad Words. Simple to install as this is an ASP solution. Developers simply append a short JavaScript to each page. |
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Bad Points |
Creating ad-hoc reports requires expertise in Google Analytics, which is currently in short supply. Can sometimes take up to 24 hours for bespoke changes to reports or ad-hoc reports to take effect. |
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Features |
Fast Implementation Paste the Google Analytics tracking code into each of your website pages and tracking begins immediately. Keyword and Campaign Comparison Track and compare all your ads, email newsletters, affiliate campaigns, referrals, paid links and keywords on Google and other search engines. Custom Dashboards No more digging through reports. Put all the information you need on a custom Dashboard that you can email to others. AdWords Integration Buy keywords on Google AdWords and use Google Analytics to learn which keywords are most profitable to your business. Trend and Date Slider Compare time periods and select date ranges without losing sight of long-term trends. E-commerce Tracking Trace transactions to campaigns and keywords, get loyalty and latency metrics and identify your revenue sources. Funnel Visualisation Find out which pages result in lost conversions and where your would-be customers go. Site Overlay See traffic and conversion information for every link as you browse your site. (no download required). Email reports Schedule or send ad-hoc personalised report emails that contain exactly the information that you want to share. Geo-Targeting Find out where your visitors come from and identify your most lucrative geographic markets. |
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Ease of Use |
Web browser based solution. Simple to use, intuitive interface. |
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Implementation |
Simple to install as this is an ASP solution. Developers simply append a short JavaScript to each page. |
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Product |
Webtrends Analytics 8 |
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Description |
WebTrends Analytics 8 provides a server based solution for accurate, timely web analytics to help measure and improve online marketing ROI. WebTrends Marketing Warehouse complements this solution with an enterprise-class data warehouse to fuel targeted relationship marketing campaigns. |
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Good Points |
Established product with a wide range of reports and functionality out of the box. |
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Bad Points |
Requires a hosted service usually in a fully managed hosting environment. |
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Features |
WebTrends Analytics 8 has the following features: Performance Dashboards let you benchmark Key Performance Indicators (KPIs) and explore 'what if' scenarios to identify where to focus your budgets. Optimize marketing results: Get a complete view into which campaigns are successful and which aren't-from email and online advertising to affiliate and partner programs. Continually improve search engine marketing: Monitor SEO and PPC results, drill down into your web site stats by search engine and phrase and integrate your PPC cost data with your web site stats for a complete marketing ROI breakdown. Increase web site conversion: Optimize conversion rates for each page, path and conversion scenario. With advanced web analytics visualization, you'll be able to transform complex data into easy-to-interpret reports. Analyze online sales activity: Maximize the profitability of your product line by finding which products are in high demand as well as where-and why-customers abandon the shopping process. Determine the ROI of every page: Evaluate page real estate with visual web analysis tools and determine which pages are driving conversion rates-and which ones are driving people away. Drive targeted, cost-effective business: Create sophisticated customer segments and deliver the right messages at the right time. |
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Ease of Use |
Standard reports are provided in easy to access HTML or PDF formats. |
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Implementation |
Requires a hosted server installation. |
Amaze have the capability to offer WebTrends via the managed service, and of course, Google Analytics is free, through the ASP service offered.
The choice of which tool to use is dependent on three main factors:
Atkins budget
Atkins desire to have detailed knowledge of their web stats
For a site with 5 million page impressions, the set up and license cost in year one is 1,625, with 200 maintenance maintenance being payable yearly. In addition, Amaze offers a service whereby a monthly 20 page executive summary is produced for 675 per month.
For Google Analytics, the out of the box reporting is free but as above the ability to produce bespoke reports can be expensive.
Without question WebTrends provides the greater capabilities for analysis of what is going on on the site, who is visiting, from where, and their activities on the site. However, it must be acknowledged that this information is only of value if it is going to be used. If there is not the resource within the client organisation to act on the statistics and insight produced, then there is no point in collecting the information.
Amaze can, of course, provide effectiveness Management to suggest and enact changes based on the analysis and for indicative purposes we have included an indicative 1 day per month.
Indicative costs for set up, licenses, maintenance, customised reporting and effectiveness management for a year is shown below:
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Element |
Year 1 Cost |
On-Going |
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Set up and License* | ||
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Annual Maintenance | ||
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Monthly customised reports | ||
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Effectiveness Management | ||
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Total |
If Atkins have the budget and desire to fully utilise the information provided by WebTrends and the managed services offerings from Amaze, we would suggest that this option is chosen.
If budget is a constraint at present, then Google Analytics should be selected.
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