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Trane.com Commercial Redesign Phase I Functional Specification – All Delivery Rounds final June 6, 2022 Author: Bryan Keller Confidential S

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Page 1: Tcs functional spec   all rounds (final)

Trane.com Commercial RedesignPhase I

Functional Specification – All Delivery Rounds

final

April 8, 2023

Author: Bryan Keller

Confidential

S

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Functional Specification – All Rounds – final TCS Redesign Phase I

Table of Contents1 DOCUMENT STANDARDS..................................................................................................................................... 1

1.1 Scope................................................................................................................................................................. 11.1.1 Non-Goals............................................................................................................................................. 11.1.2 Content Sections................................................................................................................................... 1

1.2 Templates.......................................................................................................................................................... 11.2.1 Dynamic Templates............................................................................................................................... 11.2.2 Static Templates.................................................................................................................................... 11.2.3 Naming Convention............................................................................................................................... 1

1.3 Recommendation Changes................................................................................................................................ 21.4 Document Conventions...................................................................................................................................... 2

2 TECHNICAL REQUIREMENTS............................................................................................................................... 32.1 Content Management Tool................................................................................................................................. 32.2 Browser Compatibility........................................................................................................................................ 32.3 Flash.................................................................................................................................................................. 32.4 JavaScript.......................................................................................................................................................... 3

3 BEST PRACTICES: USABILITY............................................................................................................................. 43.1 Resizable text..................................................................................................................................................... 43.2 Image “Alternate” text......................................................................................................................................... 43.3 Meta Data.......................................................................................................................................................... 43.4 Dynamic Layers................................................................................................................................................. 43.5 Link Styles.......................................................................................................................................................... 43.6 Submit Form Buttons......................................................................................................................................... 43.7 PDF links............................................................................................................................................................ 4

4 CATEGORY NAMING.............................................................................................................................................. 5

5 CONTENT TYPES.................................................................................................................................................... 65.1 DNA Managed Content...................................................................................................................................... 65.2 CPS Managed Content...................................................................................................................................... 65.3 Manually Managed Content............................................................................................................................... 65.4 Trane Legacy Material....................................................................................................................................... 65.5 Content Groups and Management..................................................................................................................... 6

6 LEFT NAVIGATION FUNCTIONALITY................................................................................................................... 8

7 RIGHT SIDEBAR FUNCTIONALITY........................................................................................................................ 9

8 TEMPLATE: D1T6DYN.......................................................................................................................................... 108.1 Applicable Content Sections............................................................................................................................ 10

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8.2 Navigational Levels.......................................................................................................................................... 108.3 Dynamic Breakout Layer.................................................................................................................................. 11

9 TEMPLATE: D1T11DYN........................................................................................................................................ 129.1 Applicable Content Sections............................................................................................................................ 129.2 Navigational Levels.......................................................................................................................................... 12

10 TEMPLATE: D1T10DYN........................................................................................................................................ 1310.1 Applicable Content Sections............................................................................................................................ 1310.2 Navigational Level............................................................................................................................................ 13

11 TEMPLATE: D1T9DYN.......................................................................................................................................... 1411.1 Applicable Content Sections............................................................................................................................ 1411.2 Navigational Level............................................................................................................................................ 14

12 TEMPLATE: D1T8DYN.......................................................................................................................................... 1512.1 Applicable Content Section.............................................................................................................................. 1512.2 Navigation Level............................................................................................................................................... 1512.3 Breakout Layer................................................................................................................................................. 16

13 STATIC TEMPLATES............................................................................................................................................ 17

14 DYNAMIC TEMPLATES........................................................................................................................................ 18

15 APPENDIX............................................................................................................................................................. 1915.1 Financing Deliverables (section 9.0)................................................................................................................1915.2 Training and Reference Deliverables (section 6.0)..........................................................................................1915.3 Parts (section 5.0)............................................................................................................................................ 19

TEMPLATE: D2T1STAT................................................................................................................................................ 2015.4 Applicable Content Sections............................................................................................................................ 20

16 TEMPLATE: D2T2STAT........................................................................................................................................ 2116.1 Applicable Content Sections............................................................................................................................ 21

17 TEMPLATE: D2T3DYN.......................................................................................................................................... 2217.1 Applicable Content Sections............................................................................................................................ 22

18 TEMPLATE: D2T4STAT........................................................................................................................................ 2318.1 Applicable Content Sections............................................................................................................................ 23

19 TEMPLATE: D2T4BSTAT..................................................................................................................................... 2419.1 Applicable Content Section.............................................................................................................................. 24

20 TEMPLATE: D2T5STAT........................................................................................................................................ 25

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20.1 Applicable Content Section.............................................................................................................................. 2520.2 Search Feedback............................................................................................................................................. 26

20.2.1 “Yes” submission................................................................................................................................. 2620.2.2 “No” submission.................................................................................................................................. 26

21 TEMPLATE: D2T6DYN.......................................................................................................................................... 2721.1 Applicable Content Section.............................................................................................................................. 27

21.1.1 No Results........................................................................................................................................... 28

22 TEMPLATE: D2T7DYN.......................................................................................................................................... 2922.1 Applicable Content Section.............................................................................................................................. 29

23 TEMPLATE: D2T8DYN.......................................................................................................................................... 3023.1 Applicable Content Section.............................................................................................................................. 30

24 TEMPLATE: D2T9DYN.......................................................................................................................................... 3124.1 Applicable Content Section.............................................................................................................................. 31

25 TEMPLATE: D2T10DYN........................................................................................................................................ 3225.1 Applicable Content Section.............................................................................................................................. 32

25.1.1 “Options Not Selected” JavaScript Alert Box.......................................................................................3325.1.2 JavaScript Confirm Alert Box...............................................................................................................33

26 TEMPLATE: D2T11STAT...................................................................................................................................... 3426.1 Applicable Content Section.............................................................................................................................. 34

26.1.1 Form Submit: Required Fields Validation............................................................................................3526.1.2 Cancel................................................................................................................................................. 3526.1.3 New Software Purchase option button................................................................................................3526.1.4 License Renewal option button...........................................................................................................3526.1.5 Form Process Error Messages............................................................................................................35

27 TEMPLATE: D2T12STAT...................................................................................................................................... 3627.1 Applicable Content Section.............................................................................................................................. 36

28 TEMPLATE: D2T13DYN........................................................................................................................................ 3728.1 Applicable Content Section.............................................................................................................................. 37

29 TEMPLATE: D2T14DYN........................................................................................................................................ 3829.1 Applicable Content Section.............................................................................................................................. 38

30 APPENDIX............................................................................................................................................................. 3930.1 Parts & Supplies Deliverable (section 5.0).......................................................................................................39

31 TEMPLATE: D2.5T1STAT..................................................................................................................................... 40

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31.1 Applicable Content Sections............................................................................................................................ 40

32 TEMPLATE: D2.5T2DYN....................................................................................................................................... 4132.1 Applicable Content Sections............................................................................................................................ 4132.2 Child Links........................................................................................................................................................ 4232.3 Content Styles.................................................................................................................................................. 42

33 TEMPLATE: D2.5T3STAT..................................................................................................................................... 4333.1 Applicable Content Sections............................................................................................................................ 43

34 TEMPLATE: D2.5T4STAT..................................................................................................................................... 4434.1 Applicable Content Sections............................................................................................................................ 44

35 TEMPLATE: D2.5T5DYN....................................................................................................................................... 4535.1 Applicable Content Section.............................................................................................................................. 4535.2 Page Text (based on user path)....................................................................................................................... 46

35.2.1 User arrives at page by clicking “No” to Search Results Feedback question......................................4635.2.2 User arrives at page by answering “Yes” to Search Results Feedback question, and clicks on “leave feedback” link.................................................................................................................................................... 4635.2.3 Text above email text input box...........................................................................................................4635.2.4 Required field...................................................................................................................................... 4635.2.5 Successful Form Submission..............................................................................................................46

36 TEMPLATE: D3T1STAT........................................................................................................................................ 4736.1 Applicable Content Sections............................................................................................................................ 47

37 TEMPLATE: D3T2DYN.......................................................................................................................................... 4837.1 Applicable Content Sections............................................................................................................................ 4837.2 Maintain Search Info........................................................................................................................................ 49

37.2.1 Zip Code Search................................................................................................................................. 4937.2.2 State Listing......................................................................................................................................... 49

37.3 Results Display................................................................................................................................................ 4937.3.1 Zip Code Results................................................................................................................................. 49

37.4 Results – 1st Line.............................................................................................................................................. 4937.5 Sorting.............................................................................................................................................................. 49

37.5.1 Zip Code Search................................................................................................................................. 4937.5.2 State Selection.................................................................................................................................... 49

38 TEMPLATE: D3T3DYN.......................................................................................................................................... 5038.1 Applicable Content Sections............................................................................................................................ 50

39 TEMPLATE: D3T4STAT........................................................................................................................................ 5139.1 Applicable Content Sections............................................................................................................................ 51

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40 TEMPLATE: D3T5STAT........................................................................................................................................ 5240.1 Applicable Content Section.............................................................................................................................. 5240.2 Featured Story................................................................................................................................................. 5340.3 Child Page Links.............................................................................................................................................. 5340.4 News Items...................................................................................................................................................... 5340.5 News Update Signup Form.............................................................................................................................. 53

40.5.1 Validation............................................................................................................................................. 5340.6 Submission....................................................................................................................................................... 53

41 TEMPLATE: D3T6STAT........................................................................................................................................ 5441.1 Applicable Content Section.............................................................................................................................. 54

42 TEMPLATE: D3T7DYN.......................................................................................................................................... 5542.1 Applicable Content Section.............................................................................................................................. 55

43 TEMPLATE: D3T8DYN.......................................................................................................................................... 5643.1 Applicable Content Section.............................................................................................................................. 56

44 TEMPLATE: D3T9STAT........................................................................................................................................ 5744.1 Applicable Content Section.............................................................................................................................. 57

45 TEMPLATE: D3T11DYN........................................................................................................................................ 5845.1 Applicable Content Section.............................................................................................................................. 58

46 TEMPLATE: D3T12STAT...................................................................................................................................... 5946.1 Applicable Content Section.............................................................................................................................. 59

47 TEMPLATE: D3T13STAT...................................................................................................................................... 6047.1 Applicable Content Section.............................................................................................................................. 60

Version History

Date Version Author Changes

11/1/2006 draft a Bryan Keller N/A

11/15/2006 Draft c Bryan Keller Revised front-end specs for dynamic layers

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1 DOCUMENT STANDARDS

1.1 Scope

This document presents functional specifications for Delivery Round 1 of the redesign and enhancement of the Trane Commercial Site (“TCS”). These specifications are non-technical in nature and only involve the way a user is meant to interact with the system, not particular database configurations, specific graphic treatments, copy or most other technical considerations. For detailed design information and field character limits, please refer to the Style Guide.

1.1.1 Non-GoalsThis document does not present a specific technical plan for implementation of FCBi-supplied templates, nor does it specify particular coding techniques (in most cases), browser compatibility hacks or other highly technical techniques. This document does not provide a recommendation as to how to integrate different types of content from a technical perspective. These types of decisions are left to eBusiness’ and FCBi developers’ discretion.

1.1.2 Content SectionsDelivery Round 1 will cover the following sections:1.0 HVAC Systems2.0 Building Services3.0 Controls4.0 Products6.0 Training and Reference9.0 Financing

1.2 Templates

There are really two types template deliverables described in these pages: Static and Dynamic Templates. Static templates are created as individual pages by FCBi and do not make use of recyclable templates connected to a CMS on a field level.

1.2.1 Dynamic TemplatesThese are designed to be reused in the context of a CPS or DNA. These are mapped to sections and navigational levels only, not specific pages.

1.2.2 Static TemplatesThese are designed for specific content pages and exist due to design requirements that are not possible in CPS or DNA.

1.2.3 Naming ConventionD = Delivery Round NumberT = Template NumberStat = Static ContentDyn = Dynamic Content

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Example: D1T3Stat = Delivery Round 1, Template 3, Static Content

1.3 Recommendation Changes

This document supersedes any earlier revisions and specifications for previous versions of the TCS functional specification. In the event that there is a conflict between this specification and other functional requirements, the conflict must be resolved by eBusiness and FCBi.

1.4 Document Conventions

In general this document uses screenshots combined with callouts that describe the intended functionality of the various page elements. Screenshots are not to be used for checking the copy. It is assumed that all copy on the screenshots is out of date, including page titles, navigational text and positioning, category naming, etc. Copy should only be included from and proofed against the copy deck.

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2 TECHNICAL REQUIREMENTS

2.1 Content Management Tool

A large portion of the site must be compatible with Trane’s content management tool (“CPS/DNA”) that is currently in place. Other sections of the site will be maintained updated periodically.

2.2 Browser Compatibility

Site must function in the following browsers:

Microsoft XP SP2: IE 6, Firefox 1.5

Windows 2000 SP2: IE 6

Macintosh 10.4 + 2: Safari (note: FCBi uses the following for testing: 10.3.6 OS, 1.2 safari, 1.5 firefox. Browser requirements can be determined by Trane, based on evaluation of metrics).

2.3 Flash

All Flash content is to be developed to be compatible with Flash version 7

The homepage will be developed in both flash and non-flash versions. The non-flash version links to a page where the user can download Flash.

2.4 JavaScript

The site is to be compatible with JavaScript either enabled or disabled. If JavaScript is disabled, a warning homepage should be presented explaining that the site works best with JavaScript enabled.

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3 BEST PRACTICES: USABILITY

This section is the closest this document will get to recommending certain coding techniques. These techniques are considered best practices for usability and web presence.

3.1 Resizable text

All of the text is resizable by the user, except of course in case of text contained in images, such as in the left navigation.

3.2 Image “Alternate” text

Wherever text appears in an image, alt tags should mirror this text, if the text is of a reasonable length. Alternate text is useful for search engines and users with slow connection and/or images turned off, as well as users needing special accessibility.

3.3 Meta Data

Where possible, pages should include relevant keyword and description meta data in the header for indexing by search engines.

3.4 Dynamic Layers

When dynamic layers appear on top of the base layer containing regular page information (for example in navigational breakout menus), they should close when the user clicks on the “close” link.

3.5 Link Styles

Links should always have “visited” styles so that users know if they have been to a page or not. For this site this applies to links included in main body text and main body navigation items (not necessarily in left menu items).

3.6 Submit Form Buttons

All buttons whose function is to submit a form are activated both by a user click or hitting the ‘return’ or ‘enter’ key.

3.7 PDF links

Links to PDFs should open the PDF in a new window in most cases.

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4 CATEGORY NAMING

FCBi has adjusted the naming and organization of a number of categories. Below is a grid mapping new top-level categories and source categories.

These category names are subject to change.

New Category Name Old Category Name Description/Notes

HVAC Systems Systems

Building Services Building Services

Controls Products -> Controls & Automation

This becomes a top-level category and is renamed.

Products Products

Parts & Supplies Parts and Supplies

Educational Resources Bookstore, Training, Engineers Newsletter

These three top-level categories have been merged into one.

Featured Case Studies Case Studies

Energy, IAQ & The Environment

Industry Issues

Financing Financing Category naming remains the same. Sub categories are reorganized.

Design & Analysis Tools Products -> Software This is renamed and becomes a top-level category

Explore by [Industry] N/A New: points to different pages for each industry

Explore by [Building Type] N/A New: points to different pages for each building type

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5 CONTENT TYPES

Because of the legacy content management systems that are in place, as well as flat-file, manually updated material and HTML legacy material, content falls into several distinct technical buckets.

5.1 DNA Managed Content

This content lives in the DNA tool and includes Parts & Supplies, Training & Reference and Financing.

5.2 CPS Managed Content

This content live in any number of CPS instances including Products, Controls, Design & Analysis Tools, and Find Classes (under Training & Reference).

5.3 Manually Managed Content

This is content that is custom built by FCBi and exists outside of any CMS. Updates to this content are coordinated by Trane marketing and handled by FCBi and eBusiness. This includes HVAC Systems, Building Services, Featured Solutions, High Performance Building Issues, Explore by [Industry] and Explore by [Building Type]

5.4 Trane Legacy Material

This includes older, flat-file content that is mainly technical and not managed inside of any CMS. This content is to be identified by FCBi and a plan for implementing a “Trane Legacy” template will be provided.

5.5 Content Groups and Management

New Top Level Category Managing Application Description/Notes

HVAC Systems Manual

Building Services Manual

Controls CPS Part of Products instance. Renders on front-end in separate top-level category

Products CPS Renders all sub-levels on front end except for Controls which is its own top-level category

Parts & Supplies DNA

Educational Resources DNA

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Featured Case Studies Manual

Energy, IAQ & the Environment

Manual

Financing Manual

Design & Analysis Tools CPS CPS instance is called C.D.S.

Explore by [Industry] Manual

Explore by [Building Type] Manual

Country Sales Offices DNA

About Trane Landing page: manualSub-pages: DNA

News Room CPS

Search eBusiness’ discretion

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6 LEFT NAVIGATION FUNCTIONALITY

Not for copy or element order

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Top-Level Categories

These link labels are fixed images. Alt tags use image text

Second-Level Categories

display automatically when user clicks on top-level category

HTML Text

Can be populated by CMS

Remain in place, highlighted, and clickable as user navigates 2nd level down.

Drop Down Menus

Jump to landing pages for Industry and Building Type

Drop Menus Label

Display as image. Alt tag uses image text.

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7 RIGHT SIDEBAR FUNCTIONALITY

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Contact a Sales Engineer

HTML Text

persistent element.

always displays except where differently noted

Sidebar Header Names

HTML text

selectable in CMS

CMS associates icons

REQUIRED element in sidebar boxSidebar Descriptions

HTML text

can be entered by user in CMS system(s)

OPTIONAL element if links exist

REQUIRED element if no links exist

Sidebar Links

Minimum # of links if Required: 1

Maximum # of Links: 10

OPTIONAL element if Description exists

REQUIRED element if description does not exist

Display below description, if exists

Right Sidebar Boxes

stacked vertically below persistent “Contact a Sales Engineer” object

OPTIONAL element

Maximum Boxes: 4

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8 TEMPLATE: D1T6DYN

Delivery Round 1, Template 7, Dynamic Content

8.1 Applicable Content Sections

3.0 Controls, 4.0 Products

8.2 Navigational Levels

Top Level

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Page Header

HTML Text

Descriptive Text

HTML Text

Copy source: section description

Navigation Buttons

HTML Text

Max. lines of text per button: 1

Included Static Content

Displays contents of template D1T7Stat, matched with relevant copy and image.

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8.3 Dynamic Breakout Layer

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Title

HTML Text

Uses Link label from button

On click, close layer

Close link

On click, closes breakout layer

Breakout Description

Exposes text from category description field

OPTIONAL element

“Grandchild” links

Exposes page labels 2 levels down, if they exist

Breakout layer

Only exists if there is description and/or “grandchild” objects

Link: “See all [category name]”

Last Link

Last link is “See all [category name]”

Links to child category

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9 TEMPLATE: D1T11DYN

Delivery Round 1, Template 12, Dynamic Content

9.1 Applicable Content Sections

3.0 Controls, 4.0 Products

9.2 Navigational Levels

Section contains 4 or more levels: 2nd level from top through to 3rd level from bottom.

Less than 4 levels: templates D1T10DYN and D1T9DYN supersede this template.

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Top Level Header

HTML Text

Displays top level category

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Description

Uses copy from category description in CPS

Sub Category Nav

Full width nav buttons

Max. lines per button: 1

Current Page Header

HTML Text

Displays current category name

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10 TEMPLATE: D1T10DYN

Delivery Round: 1, Template 10, Dynamic Content

10.1 Applicable Content Sections

3.0 Controls, 4.0 Products

10.2 Navigational Level

2nd Level from bottom

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Top Level Header

HTML Text

Displays top level category

Current Page Header

HTML Text

Displays current category name

Description

Uses copy from category description in CPS

Category Image

Displays image associated with current category

Child Category Links

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11 TEMPLATE: D1T9DYN

Delivery Round 1, Template 9, Dynamic Content

11.1 Applicable Content Sections

3.0 Controls, 4.0 Products

11.2 Navigational Level

Bottom level

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Top Level Header

HTML Text

Displays top level category

Current Page Header

HTML Text

Displays current category name

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Product/Control Image

Displays image associated with current product or control

Line drawing and text are contained in image

Sibling Products Drop Down

If sibling products exist, standard browser drop down provides text links to sibling products

Product Copy

HTML text

Displays copy associated with current product or control

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12 TEMPLATE: D1T8DYN

12.1 Applicable Content Section

3.2.2 (Tracer Summit v17) only

12.2 Navigation Level

Not applicable

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Top Level Header

HTML Text

Displays top level category

Current Page Header

HTML Text

Displays current category name

Tracer Summit Image

Line drawing and text are displayed as image

Tracer Summit Copy

HTML Text

Displays copy associated with Tracer Summit control

Child Links

HTML Text

Displays child links

On click, links open breakout layers.

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12.3 Breakout Layer

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Header

HTML Text

Child control name

On click, closes layer

Close Box

Dynamic layer closes on click

If user clicks anywhere else on page, dynamic layer closes

Summary

Displays summary of child control

Entire summary and “MORE” link is linked to child page.

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13 STATIC TEMPLATES

Static content templates are mapped to content in the copy deck using site map numbering. These templates are scripted to allow insertion of custom content.

Template Number Page # Working Page Name

D1T1Stat 1.1 Chilled Water to Air Systems

1.2 Refrigerant to Air Systems

D1T2Stat 1.3 Earthwise Design Approach

1.4 Systems Integration

1.4.1 Integrated Comfort Solutions

D1T3Stat 2.0 Building Services

D1T4Stat 2.1 Plan & Design

2.2 Install

2.3 Operated and Maintain

2.4 Restore and Modernize

D1T5Stat 2.3.1 National Account Service

D1T7Stat 3.0 Controls (bottom middle column content)

4.0 Products (bottom middle column content)

D1T12Stat 9.0 Financing

D1T13Stat 6.1.1 Find Classes

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14 DYNAMIC TEMPLATES

Template Number Page # Working Page Name

D1T6Dyn 3.0, 4.0 [Products and Controls top level pages]

D1T7Dyn 3.0 4.0 [Products and Controls content section below the child links]

D1T8Dyn 3.2.2 Tracer Summit V17

D1T9Dyn 3.x.x.x, 4.x.x.x [bottom level Products and Controls pages]

D1T10Dyn 3.x.x, 4.x.x [2nd from bottom level Products and Controls pages]

D1T11Dyn 3.x, 4.x [2nd level from top Products and Controls pages]

D1T15Dyn 6.x, etc. Standard sub-page template with no child links

D1T11bDyn 6.0, etc. Educational Resources and standard sub-pages with child links

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15 APPENDIX

15.1 Financing Deliverables (section 9.0)

As per the recent agreement, Financing templates and copy will be delivered as part of Round 1. Subsequent drafts of this documents will include discussion of these templates.

15.2 Training and Reference Deliverables (section 6.0)

Additionally Training and Reference template specifications will be included in subsequent drafts of this document.

15.3 Parts (section 5.0)

Templates and copy of this section have been pushed back to Delivery Round 2.

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TEMPLATE: D2T1STAT

Delivery Round 2, Template 1, Static Content

15.4 Applicable Content Sections

0.1 About Trane

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Flash Video w/Control

To be provided by FCBi

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16 TEMPLATE: D2T2STAT

Delivery Round 2, Template 2, Static Content

16.1 Applicable Content Sections

0.1.2 History

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Flash Module

To be provided by FCBi

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17 TEMPLATE: D2T3DYN

Delivery Round: 2, Template 3, Dynamic Content

17.1 Applicable Content Sections

0.1.4 Client List

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Client Entries

Client Name (company) on one line

Link to client case study (if exists) on next line. Link label is case study name

Sorting/Columns

Clients are listed alphabetically, ascending, by Client Name

Clients are listed sequentially vertically

Equal number of clients per column. 3rd column can contain fewer items.

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18 TEMPLATE: D2T4STAT

Delivery Round 2, Template 4, Static Content

18.1 Applicable Content Sections

0.5 Advanced Search

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Advanced Search Fields

Fields are to be processed by the search engine collectively

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19 TEMPLATE: D2T4BSTAT

Delivery Round 2, Template 4b, Static Content

19.1 Applicable Content Section

0.6 Search Literature

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Search Literature Fields

Search terms passed to eLibrary search engine, collectively.

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20 TEMPLATE: D2T5STAT

Delivery Round 2, Template 5, Dynamic Content

20.1 Applicable Content Section

0.11 Search Results - TCS, 0.12 Search Results – Literature

February 28, 2007 31 Confidential

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February 28, 2007 32 Confidential

Page Title

Indicates which repository was searched, TCS or Literature

Keywords

User-entered search terms are presented here.

Link to Alternate Search

Keywords are linked to search results for alternate repository.

Refine Search Link

Links to search form associated with current search results (Site Search or Literature Search)

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20.2 Search Feedback

20.2.1 “Yes” submissionPage reloads with current search results and “Thank You” copy below form (see Search Copy Deck)

20.2.2 “No” submissionBrowser loads Search Feedback page (0.13) with “No” response copy (see Search Copy Deck)

February 28, 2007 33 Confidential

“Yes” Submission Copy

If the user submits a “Yes” answer, page reloads with current search results, with “Yes” copy here (see copy deck).

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21 TEMPLATE: D2T6DYN

Delivery Round 2, Template 6, Dynamic Content

21.1 Applicable Content Section

0.10 Search Results – Both

February 28, 2007 34 Confidential

Dual Repository Search Results

Top 5 results from each repository (site and literature)

Search Results

Page/Document name is linked to page/document

Summary displays first 250 characters of page/document returned

URL is linked to page/document below summary text

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21.1.1 No ResultsIf there are no results returned for a repository (Site or Literature), the following message is displayed instead of search results and “more results…” link: “No matches found.”

February 28, 2007 35 Confidential

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22 TEMPLATE: D2T7DYN

Delivery Round 2, Template 7, Dynamic Content

22.1 Applicable Content Section

10.x Design & Analysis Tools – 2nd Level

February 28, 2007 36 Confidential

Links to Child Pages

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23 TEMPLATE: D2T8DYN

Delivery Round 2, Template 8, Dynamic Content

23.1 Applicable Content Section

10.x.x Design & Analysis Tools – bottom level

February 28, 2007 37 Confidential

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February 28, 2007 38 Confidential

Download Links

If downloads related to software product are available, they are rendered on the page.

Links are primarily sorted by type, updates then demos. Secondary sort: date, most recent to least recent

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24 TEMPLATE: D2T9DYN

Delivery Round 2, Template 9, Dynamic Content

24.1 Applicable Content Section

10.3.2 Online CAD Templates

February 28, 2007 39 Confidential

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Tabs

Tabs link to CAD pages for different products types

CAD Template Links

Product Illustrations linked

Product Name linked

Number of available templates displayed, unlinked

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25 TEMPLATE: D2T10DYN

Delivery Round 2, Template 10, Dynamic Content

25.1 Applicable Content Section

10.3.2.x Online CAD Templates – Download Page

February 28, 2007 41 Confidential

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25.1.1 “Options Not Selected” JavaScript Alert BoxIf the user has not made a selection for one of the drop down menus, a JavaScript alert box is displayed with the following message: “Please indicate the following Unit Specification[s]: [Specification name], [Specification name], [etc]”. Browser focuses on first drop down menu that requires selection.

25.1.2 JavaScript Confirm Alert BoxOn user click on CAD template link system prompts user with JavaScript confirm alert box with the following copy:

February 28, 2007 42 Confidential

Unit Specifications

Dropdowns are populated by product information in db

“Select another Product Line” links to Online CAD Templates page (10.3.2)

Available Downloads

Upon form submission, this page data is displayed.

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”Terms of Use Trane, in offering the Trane Product Templates, accepts no responsibility or liability: for any use made of the Product Templates including any modification thereto made by the user, for the design of buildings and related systems made using the Product Templates, or for the accuracy of the Product Templates or any data resulting from the use thereof . While Trane strives to ensure that its Product Templates are accurate, this accuracy is not guaranteed. The user is responsible to review the Product Template and to determine if use of the Product Template is appropriate to and meets the requirements of the user's application. In accordance with its policy of continuous improvement, Trane reserves the right to modify its Product Templates at any time without notice. Trane makes no warranty whatsoever, express or implied and including, but not limited to, any warranty of merchantability or fitness for a particular purpose with respect to the Trane Product Templates or their use and in no event shall Trane be liable for any incidental or consequential damages relating to such Product Templates or their use. I accept these Terms of Use:”

25.1.2.1 User Click “Yes”System initiates CAD Template download

25.1.2.2 User Click “No”Confirm Alert box disappears, no download, page redirect, or reload

February 28, 2007 43 Confidential

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26 TEMPLATE: D2T11STAT

Delivery Round 2, Template 11, Static Content

26.1 Applicable Content Section

10.8 Design & Analysis Tools - Online Order Form

February 28, 2007 44 Confidential

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26.1.1 Form Submit: Required Fields ValidationJavaScript checks for at least one product ordered, as well as all required fields (fields denoted with red asterisks).

26.1.1.1 Missing Required FieldJavaScript Alert displayes the following message: “Please enter the required information: [field name], [field name], [etc.]” On user click on “OK” button, browser focuses cursor on first required field left blank.

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Help Content

Help content is displayed in dynamic layers

Reformatted Form Data

Current form: https://www.trane.com/commercial/software/cds_order_admin_s.asp

Software Selection Grid

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26.1.1.2 No product orderedJavaScript Alert displays the following message: “You have not selected a product to order. Please select the product(s) that you wish to order.”

26.1.2 CancelIf user clicks the cancel button, browser redirects to Software landing page

26.1.3 New Software Purchase option buttonOn page load, this option button is selected by default. All fields including the software selection grid are loaded.

26.1.4 License Renewal option buttonBrowser reloads form without software selection grid (see current form: https://www.trane.com/commercial/software/cds_order_admin_s.asp).

26.1.4.1 Customer ID becomes required fieldRed asterisk appears as last character of fields label “Customer ID”. Form validation checks for Customer ID as well as fields required for New Software Purchase. Form validation functions as indicated in requirement 17.1.1.1

26.1.4.2 Backend Identifies Customer Software RenewalAs per current business rules and software functionality, the backend identifies the customer, and processes renewal.

26.1.5 Form Process Error MessagesAll current error messages (unknown customer ID, invalid financial information, etc.) are handled using current system rules and output. System output uses site design and styles associated with this redesign.

February 28, 2007 46 Confidential

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27 TEMPLATE: D2T12STAT

Delivery Round 2, Template 12, Static Content

27.1 Applicable Content Section

8.0 Energy, IAQ & the Environment

February 28, 2007 47 Confidential

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28 TEMPLATE: D2T13DYN

Delivery Round 2, Template 13, Dynamic Content

28.1 Applicable Content Section

7.0 Featured Case Studies

February 28, 2007 49 Confidential

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Case Studies by Category

First three are displayed, alphabetically, ascending

Highlighted Case Study

HTML layer highlights noteworthy case study.

Content for Round 1 to be decided with case study delivery. Please use lorem ipsum for development purposes.

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29 TEMPLATE: D2T14DYN

Delivery Round 2, Template 14, Dynamic Content

29.1 Applicable Content Section

7.x Featured Case Studies – 2nd Level

February 28, 2007 51 Confidential

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2 Column Rendering

Case Studies are sorted alphabetically, ascending, vertically sequential.

Equal number of case studies per column. Right column can contain one fewer in the case of an odd number of case studies.

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30 APPENDIX

30.1 Parts & Supplies Deliverable (section 5.0)

As per the recent agreement, Parts & Supplies templates and copy will be delivered as part of Round 2.5. Subsequent drafts of this documents will include discussion of these templates.

February 28, 2007 53 Confidential

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31 TEMPLATE: D2.5T1STAT

Delivery Round 2.5, Template 1, Static Content

31.1 Applicable Content Sections

0.0 non-Flash Homepage

February 28, 2007 54 Confidential

Download Flash link and text display if Flash not detected, or version below Flash 7 is detected

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32 TEMPLATE: D2.5T2DYN

Delivery Round 2.5, Template 2, Dynamic Content

32.1 Applicable Content Sections

5.x Parts and Supplies – 2nd & 3rd Level Pages

February 28, 2007 55 Confidential

Child Links

If child links exist, they will be rendered below introductory copy and above literature links.

Find a Parts Dealer drop down

50 States are listed. One menu change, browser loads parts stores listing for selected state

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32.2 Child Links

If there are child categories, links appear bulleted, below descriptive text and above Literature links.

32.3 Content Styles

Most of the content in these pages is bulleted text, sub-divided by headings. Follow style guide for content formatting.

February 28, 2007 56 Confidential

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33 TEMPLATE: D2.5T3STAT

Delivery Round: 2, Template 3, Dynamic Content

33.1 Applicable Content Sections

5.8 Parts Store Search Results

February 28, 2007 57 Confidential

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State Dropdown

Selected state is default selected option in drop down menu.

Sorting/Columns

Stores are listed alphabetically, by city.

Equal number of stores per column. 2nd column can contain 1 fewer items.

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34 TEMPLATE: D2.5T4STAT

Delivery Round 2.5, Template 4, Static Content

34.1 Applicable Content Sections

7.x.x Featured Case Studies

February 28, 2007 59 Confidential

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35 TEMPLATE: D2.5T5DYN

Delivery Round 2.5, Template 5, Dynamic Content

35.1 Applicable Content Section

0.13 Search Results Feedback

February 28, 2007 61 Confidential

Dynamic conditional text

Text is displayed based on user path to this page

Form Submit

Form submission returns Search Results Feedback Thank You text.

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35.2 Page Text (based on user path)

35.2.1 User arrives at page by clicking “No” to Search Results Feedback question

Text above text area box: “We’re sorry your search was not successful. Please leave feedback to let us know how we can better help you next time. [new paragraph] Please provide specific comments; tell us what you were searching for.”

35.2.2 User arrives at page by answering “Yes” to Search Results Feedback question, and clicks on “leave feedback” link

Text above text area box: “Please leave us feedback to help us improve our search results.”

35.2.3 Text above email text input box“If your comments require a response, please provide your e-mail address”

35.2.4 Required fieldJavaScript checks for user entry in the “comments” text area box. If the field is blank, system displays JavaScript Alert: “Please leave comments so that we can address your concerns. Thank you.” On user click “OK”, browser focuses cursor on “comments” text area box.

35.2.5 Successful Form SubmissionBrowser displays text: “Thank you for your comments. We will address your feedback as soon as possible.”

February 28, 2007 62 Confidential

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36 TEMPLATE: D3T1STAT

Delivery Round 3, Template 1, Static Content

36.1 Applicable Content Sections

0.4 Contact a Sales Engineer

February 28, 2007 63 Confidential

State Selection

On selection of state, browser loads Sales Office page with results for selected state.

Zip Code Search

User can enter zip code and click “Go”. Zip code search back end functionality can be reused from current site

Country/Province Selections

Same functionality as state selector for international locations.

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37 TEMPLATE: D3T2DYN

Delivery Round 3, Template 2, Dynamic Content

37.1 Applicable Content Sections

0.4.1 United States Sales Office Results

February 28, 2007 64 Confidential

Maintain Zip Code Entry

If user entered a zip code, value is default in text input box on results page.

Maintain State Selection

If user selected a state, value is default selection in drop down menu on results page.

Sales Office Results

Two columns. 2nd column can contain 1 less result, if odd number of results are returned.

Sales Office Name

Bolded first line of sales office info should be [City], [State], where state uses the two letter abbreviation.

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37.2 Maintain Search Info

37.2.1 Zip Code SearchIf user enters a zip code, zip code is displayed in text input box on results page.

37.2.2 State ListingIf user selects a state on the drop down menu, that state is selected by default in the drop down menu on the results page.

37.3 Results Display

Results are displayed in two columns, sequenced vertically. 2nd column can contain one fewer result if odd number of results is returned.

37.3.1 Zip Code ResultsSystem returns 10 closest sales offices.

37.4 Results – 1st Line

The 1st line of the results should display the city and state of the sales office, as follows [City], [State], where State is displayed as the two-letter abbreviation.

37.5 Sorting

37.5.1 Zip Code SearchResults are sorted closest to farthest from zip code entered.

37.5.2 State SelectionResults are sorted alphabetically by city.

February 28, 2007 65 Confidential

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38 TEMPLATE: D3T3DYN

Delivery Round: 3, Template 3, Dynamic Content

38.1 Applicable Content Sections

0.4.3, 0.4.4 Canadian and International Sales Office Results

February 28, 2007 66 Confidential

Country/Province Drop down

Selected country/province is default selected option in drop down menu.

On menu change, page reloads with results for selected country or province.

Sorting/Columns

Stores are listed alphabetically, by city.

Equal number of stores per column. 2nd column can contain 1 fewer items.

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39 TEMPLATE: D3T4STAT

Delivery Round 3, Template 4, Static Content

39.1 Applicable Content Sections

0.3 Career Opportunities

February 28, 2007 67 Confidential

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Check boxes

Users can select multiple categories and Locations for display.

Search/Reset

Click on Search button requests search results

Reset button clears checkbox selections

Search Results

Display only when user manually clicks search button.

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40 TEMPLATE: D3T5STAT

Delivery Round 3, Template 5, Static/Dynamic Content

40.1 Applicable Content Section

0.2 News Room

February 28, 2007 69 Confidential

Featured Story

Specially marked news or published article story appears as featured story in this space.

News Stories

News stories sorted by date, newest to oldest, populated by DNA.

News Update Sign-Up

Form is processed as existing sign-up form is.

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40.2 Featured Story

Flagged news item in DNA is displayed at top of page in Featured Story area.

40.3 Child Page Links

Links to Published Articles, Photos and Advertisements categories appear in middle of page along with associated images and descriptive text.

40.4 News Items

News items are displayed below child category links, sorted by date, newest to oldest. This page only displays stories from the current year, unless the number of stories is less than 10. In that case, page displays any stories from current year, followed by most recent stories from previous year so that total number of stories is equal to 10.

40.5 News Update Signup Form

40.5.1 ValidationOn submit, JavaScript checks to see that email address entered by user is valid (* “@” * “.” *). If email address is invalid, JavaScript alert appears with this text: “The email address you entered is invalid. Please enter a valid email address.” On user click “OK”, browser focuses cursor on text input box for email entry.

40.6 Submission

Form submission is handled using extant form handling business rules, and returns thank you message using new look and feel.

February 28, 2007 70 Confidential

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41 TEMPLATE: D3T6STAT

Delivery Round 3, Template 6, Dynamic Content

41.1 Applicable Content Section

0.2.2 Photos, 0.2.4 Advertisements

February 28, 2007 71 Confidential

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February 28, 2007 72 Confidential

Photos

Photo links and meta data maintained manually

News Update Sign-Up

Form is processed as existing sign-up form is.

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42 TEMPLATE: D3T7DYN

Delivery Round 3, Template 7, Dynamic Content

42.1 Applicable Content Section

0.2.3, 0.2.5, 0.2.6, 0.2.7, 0.2.8, 0.2.9, 0.2.10 – Press Release Page, Press Release and Published Article Archives

February 28, 2007 73 Confidential

Type of Links

Indicates whether page contains Press Releases or Published Articles

Content Identifier

If page contains archived material, use “Archive:” and year

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43 TEMPLATE: D3T8DYN

Delivery Round 3, Template 8, Dynamic Content

43.1 Applicable Content Section

0.4.x.x – Sales Office Pages

February 28, 2007 74 Confidential

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February 28, 2007 75 Confidential

Right Sidebar Items

These items are populated by CPS the same way they are populated in extant system. Use generic icon for these items.

Formatting

Apply new formatting to field values displayed on these pages.

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44 TEMPLATE: D3T9STAT

Delivery Round 3, Template 9, Static Content

44.1 Applicable Content Section

11.0, 12.0 - Explore [Industry], Explore [Building Type]

February 28, 2007 76 Confidential

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Drop down menu default

Drop down should default to selected Industry or Building Type

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45 TEMPLATE: D3T11DYN

Delivery Round 3, Template 11, Dynamic Content

45.1 Applicable Content Section

0.101 Site Map

February 28, 2007 78 Confidential

Site Map Formatting

XML file of site map is rendered using indent formatting and links to pages/categories displayed.

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46 TEMPLATE: D3T12STAT

Delivery Round 3, Template 12, Static Content

46.1 Applicable Content Section

0.100 Privacy Policy

February 28, 2007 79 Confidential

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47 TEMPLATE: D3T13STAT

Delivery Round 3, Template 13, Static Content

47.1 Applicable Content Section

7.1.1 Bren Hall (Tier 2) Case Study

February 28, 2007 80 Confidential

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February 28, 2007 81 Confidential

Flash Content

This tier of case study contains a flash module here.

Expand Link

On click, layer expands to reveal all of “Specifics” content

Contact a Sales Engineer

Links to page # 0.4