TeamSite Skill Set

To learn the skills of TeamSite CMS, knowledge of with experience in usingTeamSite must be obtained. These knowledges are categories
and rated into four skill levels below. So for example, basic low skill levels for beginners will require basic fundamental knowledge of TeamSite. The higher the skill levels, the more tecnhnical knowledge of TeamSite is required to understand.

The skill levels are as follows:

Level 0: The Developer has no knowledge of or experience in the skill/knowledge area whatsoever.

Level 1: The Developer has a conceptual knowledge of the skill/knowledge area and has some limited commercial experience or may have experimented with the related concepts and/or supporting technologies in a non-commercial sense. The developer cannot apply this skill/knowledge area without direct supervision.

Level 2: The Developer is proficient in the skill/knowledge area with recent commercial experience in its application, can apply the skill/knowledge without direct supervision, but has insufficient experience/knowledge
to provide direction to others in the given area.

Level 3: The Developer can be considered an expert in the skill/knowledge area with considerable recent commercial experience in its application, with experience providing mentoring/guidance to others. The Developer has a detailed and broad understanding of the skill/knowledge area.

Note that each level described above subsumes all levels below it. Thus, in order for a TeamSite Developer to rate at Level 3, he or she must meet the criteria for Levels 1, 2 and 3.

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The following area of TeamSite knowledge a TeamSite Developer need to obtain are broken down into each levels below:

Level 0

Introduction to Content Management System (CMS)

• Can describe the definition of TeamSite
• Can describe the features of TeamSite
• Can describe the definition of CMS
• Can describe the purpose of CMS
• Can describe the content development life cycle
• Cam describe the definition of an asset

Introduction to TeamSite Concept

• Can define TeamSite server architecture
• Can define TeamSite terminology like for example: i)
  Content stores ii) Branches ii)Workareas iv) Edition and Versionin v)Can describe the definition and what are the roles in TeamSite vi)Metadata vii)Can log in to a TeamSite server
• Can describe and demonstrate and use the features in each version of ContentCenter User Interface

Level 1

Editing files

• Can do simple and advance search for assets
• Can describe and use TeamSite VisualPrevew tool
• Can describe and use Local File Manager to edit files
• Can describe and perform basic file operations like copy, rename, delete, create, move/rename, import/export and modifying properties of a file
• Can view and set metadata
• Can describe and demonstrate checking in/out a file and able to perform merges

Introduction to Workflows

Can describe the workflow terminology use in TeamSite, like for example understand the following:

• Workflow
• Job specification
• Workflow Moder
• Workflow template
• Task
• Activation
• Transition
• Links
• Understand the difference between serial and parallel task
• Workflow events

Introduction to Forms Publisher

Can describe the forms publisher terminology use in TeamSite, like for example understand the following:

• Data Capture Templates (DCTs) / Data Capture Forms
• Data Content Records (DCRs)
• Presentation Template (PTs)

Level 2

Workflow Development

• Can describe and demonstrate how to configure and set up out of the box workflows templates and workflow models
• Can describe and demonstrate how to design, implement and deploy a workflow using the Workflow Modeler Tool
• Can describe and demonstrate how to design, implement and deploy a customise workflow template using XML and Perl script

Form Publisher Development

• Can describe and demonstrate how to develop Data Catpure Forms
• Can describe and demonstrate how to develop Presentation Templates
• Can describe and demonstrate how to use APIs and Command Line with Data Capture Forms
  

OpenDeploy

• Can describe and demonstrate how to configure Open Deploy tool to deploy files to production server

Level 3

Advanced Workflow and Form Publisher Development

• Can describe and demonstrate executing external programs
• Can describe and demonstrate creating custom data source
• Can describe and demonstrate using external database with Data Catpure Forms
  

TeamSite Administration

• Can describe and install or upgrade TeamSite CMS, TeamSite Search, MetaTagger and Open Deploy
• Can describe and demonstrate the process of configuring and reindexing TeamSite Search
• Can demonstrate the maintenance process of creating, deleting, updating users, groups and roles in TeamSite
• Can describe and demonstrate the process of backing and restoring content store
• Can describe and demonstrate diagnosing error message with log files
• Can configure file virtualisation in TeamSite

What is TeamSite?

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TeamSite is a content management software (CMS) for enterprise business that was developed by a vendor called Interwoven, that started off from in the USA head office in 1993 and now a company global organisation in many countries providing content management solutions to business clients.

At the heart of any CMS is the ability to control, manage, store, find, share, change, track, test, move and back up a large number of the organisation's asset (a file that contains important data), such as web pages, document files, database, program source codes, scripts.

That's what Teamsite CMS does with ability to cover the content development life cycle. The basic development cycle includes:

• Assign: a new task involving content creation and assigning that task to a person.


• Edit: Content is edited and tested by a content contributor.
  
• Review: Content is reviewed by a reviewer with possible rejection and recycle the process.
  
• Deploy: Content that is approved by the reviewer is then transferred to production site.
  
  

The diagram above can equivalently look more like the diagram below.

Note:

TS integrates with OpenDeploy and MetaTagger. OpenDeploy is a software that allows contents, documents, files to in TS be deploy and published to the production server. MetaTagger is a software that automates the process of tagging enterprise business content with descriptive metadata to help transform a loosely content to a organise library catalog.

TeamSite can be used for a wide range of applications:

• Public web sites
  
• Intranet and internal portals
  
• Extranet portals


• Colloborative document and digital asset management


• Workflow management

TeamSite Roles

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A role is a set of allowed permission (e.g. copy, delete, create, etc) that is assigned to each user. Teamsite has 5 "out of the box" default rows, i.e.

• Administrator
• Master
• Editor
• Author
• Reviewer

Administrator

• Content development managers or team leaders. Owners of a branch but not Teamsite admin.
• Responsible for managing a project that is stored in a branch by creating new workareas for Editors and groups and by creating subbranches of their own branch to explore separate paths of development.
• Capbilities of an author, editor and reviewer.

Editor

• Roles include: submitting completed work to staging, assign work to authors, edit and create files
• Approve/rejects work and create new versions by sbubmitting files, merging and reverting.

Purose: Editors are generally "deveoper” users, who primarily supervise the work of Authors, or self-managing “power users", who need extended TeamSite functionality to manage their own content.

Author

• Primary content creators.
• All work done by Authors goes through an explicit approval step.
• They can receive assignments from Editors, which are displayed in task lists when Authors log in to TeamSite.
• Authors have full access to the content in their Editors’ workareas, but do not need to concern themselves with the larger structure and functionality of TeamSite.

Purpose: The Author role is appropriate for non-technical users or for more technical contributors who do not need access to extended TeamSite functionality, such as advanced version management features.

Reviewer

• Review content changes and either reject or apporve changes.
• Browse workareas and review files and forms, search for content, and work with tasks.

Purpose:Reviewer role is a typical manager who's role is to review and check other people's work.

Master

Master users own the entire TeamSite Content Server. They can create new stores and perform all the functions of Editors and Administrators on any branch. They can create or modify roles. The Master user is generally involved in the installation of TeamSite and can reconfigure TeamSite on a system-wide basis.

Users with the Master role have access to the Administration tab within ContentCenter Professional. This allows them to add operating system users to TeamSite, assign groups, create and edit roles, and perform other TeamSite tasks. Most installations only have a few Master users.