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Page 1: ]po[ Docu Wiki.  ]project-opem[ 2008, Rollout Methodology / Frank Bergmann / 2 Types of Readers  Beginners – These users have just started using ]po[

]po[ Docu Wiki

Page 2: ]po[ Docu Wiki.  ]project-opem[ 2008, Rollout Methodology / Frank Bergmann / 2 Types of Readers  Beginners – These users have just started using ]po[

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Types of Readers

Beginners– These users have just started using ]po[. – Need to learn about the possibilities of the system– Need to understand how to search for information and how to enter basic

information► Beginners should start off with “Process Tutorials”► Reference pages need to link to relevant Process Tutorials

Intermediates– These users have started to use the system regularly during their work, for

example as Project Managers or Senior Managers– Start to question the behavior of the system– Need to understand the specific semantics of fields– Need help to organize their information in ]po[► Will read the object_type_xxxx pages with the meaning of the fields

Advanced– These are usually the Application Admins of a customer– Needs very specific information about object fields or the type of

information displayed.– Need information about the parameters and permission settings modifying

the behavior of the system► We need to link to parameters in the pages where the parameters are used.

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Page Types

Module(„Finance“)

Process(„Timesheet Invoicing“)

Package(„intranet-invoicing“)(only as reference)

Object Type(„Expense“)

View/Edit Page(„Expense View Page“)

List Page(„Expense List Page“)

Portlet(„Project Expense

Portlet“)

Parameter(„ ..“)

Beginners

Tutorial(?)(„Timesheet Invoicing“)

Intermediate

Advanced

Entry pointsfrom ]po[ help

API-DOCIntegration(?)

DatabasePPTs(?)

„Tutorial“ and „Object Type“ are the main page types in the Docu-Wiki.All other pages are basically indices to these pages.

Entry pages from ]po[: List- View and Edit-pages link to their respective pages in the Wiki.These pages represent entry-points for the user and should contain links to useful associated pages.

Localization(„de” - German)

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General Ideas/Requirements

Tag each page with object_type, module and process. Tags are used for automatic “related tutorials”

We need a “tree view” like MS-Office help We need a special “help-search” engine that only indexes help

topics Statistics per page tell us where we need to extend the

documentation User can rate pages for “usefulness” Users can leave comments/discuss around pages using General

Comments (GC) package A reward system should deliver “contributor of the week/

month”. Each page should have a list of contributors with link to the contributor’s web page.

Mark each page from 1-5 with “advancedness” A full-text search engine should index all pages All pages should be Google-friendly and search engine

optimized!

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Tags

All Wiki pages can be tagged We need to define a standard set of tags throughout

the Wiki We want to use tags to show the user the list of

“related tutorials” for each page We need to cover a “query” such as: “Give me the list

of all tutorials related to costs” => Each tutorial needs to be tagged as “tutorial” (=type of page) and with the object types related to the tutorial

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Open Questions

Should we import/link to procedures and procedure package lists in api-doc from the Wiki?

All page types should have the same structure. We still need to define this structure.

We need a “contents” tree at the left or right side of the help page that allows the user to move within the help pages. This tree needs to be organized by type of page.

Should we use “Wiki folders” to structure contents? For example, we could create all “tutorial” or “object type” pages within a specific folder and avoid tags this way?

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Types of Pages This sections lists all available types of pages in

the documentation Wiki

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Tutorial Page

Naming: tutorial_project_tracking Audience: Beginners and some

Advanced users Description: A short description of

the tutorial Contents: Either a re-formatted PO-

Guide, or a PowerPoinst presentation.

In general, it’s OK to have relatively long tutorial pages, that’s good for being indexed by Google

Long tutorials may have several sections. Each section should have a naming “tutorial_project_tracking_01” etc.

Not sure about the _01, might be

other

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Object Type Page

Naming: object_type_im_project (all underscores)

One page per object_type Description of all database fields Description of “status” lifecycle and

their meaning Description of “type” sub-types and

their meaning Permissions

– Privileges involved– Object’s permission

References– Package where the object type is

defined– Module to which the package belongs– Processes where the object type

appears– Tables related to the object_type

Project Company User/Person … (50)

Name of the database table,

but singular!

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Object View Page

Naming: view_page_im_project References

– Object type of the object displayed

– Link to object’s permissions– Components displayed

Project View Page Company View

Page … (~30)

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Object New Page

Naming: new_page_im_project References

– Object type of the object displayed

– Link to object’s permissions– Components displayed

Project New Page Company New Page … (~30)

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Object List Page

Naming: list_page_im_project References

– Object type of the object displayed

– Meaning of filter fields– Link to object’s permissions– Specific List Page permissions if

applicable

Project List Page User List Page Company List Page … (~30)

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Portlet

Naming: portlet_home_workflow_inbox

The portlet page is a kind of “entry point” when users click on a portlet’s help button. The portlet page mainly links to the business object, the package and the processes related to the portlet.

References– Page where the portlet appears– Object type of the object

displayed– Link to object’s permissions

Home Workflow Inbox

Home Project List … (~100)

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Package

Naming: package_intranet_core Description (from package

manager) License References

– Object types defined in the package– Module to which the package

belongs– api-doc functions defined in the

package

(package names according to package manager)

intranet-core intranet-hr intranet-freelance intranet-freelance-

rfqs … (~150)

All underscores, even if the package is written with dash.

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Process

Naming: process_project_tracking Description

– from PO-Users-Guide manual References

– Module to which the process belongs

– Object type related to the process– Packages related to the process

Project Tracking Project Planning Invoicing HR Recruiting HR Training Sales Marketing Translation Mgmt Ticket Mgmt … (~30)

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Module

Naming: module_finance Description

– high-level from Web site References

– Object type related to the module

– Packages related to the module

Finance Project

Management Service

Management HR Inventory

Management … (~15)

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Pattern Page

Naming: pattern_project_name_generator

Description– High-level description of the

pattern. Example: The “Project Nr Generator” represents a “number circuit” for generating unique project numbers.

References– Object type related to the

pattern– Packages related to the

pattern

Project Number Generator

Sales Pipeline … (~100)

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Category

Naming: category_project_types (exactly like in /intranet/admin/categories/, but without the “Intranet”).

Description– Detailed description of

categories References

– Packages related to the category

Intranet Project Types

Intranet Project Status

… (~100, according to /intranet/admin/categories/)

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Parameter

Naming: parameter_basepathunix

Description– high-level from Web site

References– Packages related to the

parameter– Object types related to the

parameter

BasePathUnix TimesheetPermissio

nPolicy … (~500, copy from

parameter page)

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Localization Page

Naming: l10n_de (de=German)

These pages represent the home-pages for the localization of ]po[ into different languages and provide the translators with a discussion forum.

Translators may discuss about terminology etc.

Additional language specific pages should be prefixed with “l10n_de_xxxx”.

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Glossary Entry

Naming: glossary_portlet Defines terms used in the

help texts Tagged with tag “glossary”

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Examples

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Example: object_type_im_project

Beginner: For an introduction to project please see:– Project Tracking Tutorial– Project Management Tutorial– Project Invoicing Tutorial

A project represents units of work. A project may contains several sub-projects and

tasks. Fields:

– Project name: A human readable name of the project. Project names at the same level are unique (duplicates are not allowed). Project names are indexed by the search engine.

– Project nr: A short name of the project. The project nr are generated automatically by the system using the [project nr generator].

– - …– Project Status: Description of lifecycle status and their

meaning– Project Type: Description of sub-types and their

meaning Permissions References

– Package where the object type is defined– Module to which the package belongs– Processes where the object type appears– Tables related to the object type

Project Company User/Person … (50)