]po[ docu wiki. ]project-opem[ 2008, rollout methodology / frank bergmann / 2 types of readers ...
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]po[ Docu Wiki
]project-opem[ 2008, Rollout Methodology / Frank Bergmann / 2
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.
]project-opem[ 2008, Rollout Methodology / Frank Bergmann / 3
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
]project-opem[ 2008, Rollout Methodology / Frank Bergmann / 6
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)