Contensis Service Definition – core Contensis CMS G-Cloud 4 Service Definition – core Contensis CMS 1 Contensis Service Definition – core Contensis CMS Authors Adam Green +44 1584 824212 | Paul Taras +44 1584 824213 Approved by Richard Chivers Contact tenders@contensis.co.uk www.contentmanagement.co.uk +44 1584 824202 2 Version 1.0 Contensis Service Definition – core Contensis CMS Table of Contents Table of Contents ........................................................................................................................................................................... 3 Overview ......................................................................................................................................................................................... 7 About this document ................................................................................................................................................................... 7 Licence scaling ...................................................................................................................................................................... 7 About Contensis ......................................................................................................................................................................... 7 Service Definition: Overview ........................................................................................................................................................... 8 The Contensis G-Cloud CMS Service ........................................................................................................................................ 8 Introduction ............................................................................................................................................................................ 8 Hosting Environment .............................................................................................................................................................. 8 Service Definition: Functionality for managing your content ........................................................................................................... 9 The Contensis User Interface ................................................................................................................................................ 9 Editor Features & Usability ....................................................................................................................................................... 10 Content Administration and Management features .................................................................................................................. 13 Service Definition: Capabilities for Designers & Developers ......................................................................................................... 17 Templates................................................................................................................................................................................. 17 The Template Framework .................................................................................................................................................... 17 Template editing overview ........................................................................................................................................................ 17 Separation of Design & Content ........................................................................................................................................... 18 Mini-Templates .................................................................................................................................................................... 19 CSS Assignment .................................................................................................................................................................. 19 Code integration ................................................................................................................................................................... 19 Multimedia ................................................................................................................................................................................ 20 Media Gallery ....................................................................................................................................................................... 20 Streaming Video .................................................................................................................................................................. 21 Content, File & Media Types ................................................................................................................................................ 22 Search ...................................................................................................................................................................................... 22 General ................................................................................................................................................................................ 22 3 Contensis Service Definition – core Contensis CMS Advanced Search ................................................................................................................................................................. 24 Security, indexing and search inclusion ............................................................................................................................... 25 Social Media integration ........................................................................................................................................................... 25 Site Tools ................................................................................................................................................................................. 26 Download as a PDF ............................................................................................................................................................. 26 Print this Page ...................................................................................................................................................................... 26 Send to a Friend Controls .................................................................................................................................................... 27 Syndication ............................................................................................................................................................................... 27 Syndicating content from other sites .................................................................................................................................... 27 Syndicating content from your site ....................................................................................................................................... 27 Accessibility .............................................................................................................................................................................. 28 Stylesheet Switcher.............................................................................................................................................................. 28 Font-size Selector ................................................................................................................................................................ 29 Text-only Button ................................................................................................................................................................... 29 The Permissions Framework .................................................................................................................................................... 29 Implementing permissions on published websites ............................................................................................................... 29 Securing your Search........................................................................................................................................................... 30 Securing your Menus ........................................................................................................................................................... 30 Securing General Content.................................................................................................................................................... 31 Enabling a Folder Password ................................................................................................................................................ 31 Content Editors’ Perspective ................................................................................................................................................ 31 Page Element-Level Permissions ........................................................................................................................................ 31 CMS Administrators’ Perspective ......................................................................................................................................... 32 Membership & Personalisation ................................................................................................................................................. 33 Personalisation Framework .................................................................................................................................................. 33 The Login Control................................................................................................................................................................. 34 Getting to a login .................................................................................................................................................................. 34 Active Directory Integration .................................................................................................................................................. 35 4 Contensis Service Definition – core Contensis CMS Open API .................................................................................................................................................................................. 35 Service Definition: Information Assurance .................................................................................................................................... 37 Service Definition: Service Management ...................................................................................................................................... 38 On-boarding ............................................................................................................................................................................. 38 Off-boarding ............................................................................................................................................................................. 38 Service Level and Constraints .................................................................................................................................................. 38 Support Service Level Agreement ............................................................................................................................................ 38 Escalation ............................................................................................................................................................................ 39 Backup & Disaster Recovery .................................................................................................................................................... 39 How to raise a support issue ................................................................................................................................................ 40 Service Roadmap ..................................................................................................................................................................... 40 Help Facilities ....................................................................................................................................................................... 40 Training ................................................................................................................................................................................ 40 Training Modules.................................................................................................................................................................. 41 Data restoration/service migration........................................................................................................................................ 42 Consumer responsibilities .................................................................................................................................................... 42 Technical requirements ........................................................................................................................................................ 42 Service Definition: Pricing & Contracts ......................................................................................................................................... 43 Licence scaling ......................................................................................................................................................................... 43 Definitions ............................................................................................................................................................................ 43 Expanding the service .......................................................................................................................................................... 43 Data extraction ..................................................................................................................................................................... 43 Financial recompense model ............................................................................................................................................... 44 Ordering and invoicing process ............................................................................................................................................ 44 Contract terms ..................................................................................................................................................................... 44 Trial service ........................................................................................................................................................................ 44 Annex 1: The Zengenti Cloud-based Hosting Environment .......................................................................................................... 45 General Overview ....................................................................................................................... Error! Bookmark not defined. 5 Contensis Service Definition – core Contensis CMS Infrastructure .......................................................................................................................... Error! Bookmark not defined. Resilience .............................................................................................................................. Error! Bookmark not defined. Security & Environment.......................................................................................................... Error! Bookmark not defined. Operating Systems................................................................................................................. Error! Bookmark not defined. Maintenance .......................................................................................................................... Error! Bookmark not defined. Load Balancing, and server resiliency.................................................................................... Error! Bookmark not defined. Monitoring .............................................................................................................................. Error! Bookmark not defined. Backups ................................................................................................................................. Error! Bookmark not defined. 6 Contensis Service Definition – core Contensis CMS Overview About this document This document describes the core Contensis CMS. Additional features can be added to it through our optional modules. These are also featured on the CloudStore. Licence scaling The core Contensis CMS comes in four licence levels. These differ primarily in the scalability e.g. number of concurrent users, web projects, publishing servers. For the Lite licence a small number of the optional modules are not available. Otherwise, the entire functionality described in this document is the same across these four licences; Enterprise Professional Standard Lite Full details of the product (including discounts and scale pricing) can be found in this document and in the accompanying Zengenti Pricing for G-Cloud September 2013.docx on the CloudStore. You will also find details on the Pricing section of our website, Zengenti.com. All prices quoted in this document are exclusive of VAT. About Contensis Contensis is a leading .NET Web Content Management System used by many large, often high-profile, organisations across the UK. Of these, a substantial majority are in the public sector, spanning all types of operations, such as; Local Government – 22 county, borough and district councils Healthcare – 13 NHS Trusts & other bodies Higher Education – 16 universities and 3 colleges Public services – over 30 organisations including central government agencies, police, housing associations, research organisations, membership bodies and charities. We also work closely with many major commercial organisations, such as Pearson PLC and Domino Printing Sciences PLC. By facing this breadth of requirements, we ensure that the Contensis system remains ahead of the market in terms of functionality. If you need the system to do something, you can be sure that one of our many customers will have implemented this. 7 Contensis Service Definition – core Contensis CMS Service Definition: Overview The Contensis G-Cloud CMS Service Introduction Contensis is a leading .NET Web Content Management System used by many large, often high-profile, organisations across the UK. Of these, a substantial majority are in the public sector, spanning all types of operations, such as; Local Government – 22 county, borough and district councils Healthcare – 13 NHS Trusts & other bodies Higher Education – 16 universities and 3 colleges Public services – over 30 organisations including central government agencies, police, housing associations, research organisations, membership bodies and charities. Hosting Environment With all Contensis packages, we provide a fully managed cloud-based hosting service operating from UK-based locations. This environment provides a robust, secure and fully scalable online infrastructure that is dedicated to hosting multiple Contensis CMS instances and published web systems of all types. Key features include; 99.9% uptime guaranteed 24x7x365 monitoring and support Scalable infrastructure Fully Managed Backups & Maintenance Security Further details can be found in the Genetics Cloud-based Hosting Environment, Annex 1. 8 Contensis Service Definition – core Contensis CMS Service Definition: Functionality for managing your content Our extensive experience in every aspects of the internet – especially in the public sector - has driven the development of both the Contensis product and our implementation methodologies. In particular, the system is very easy for editors to learn and use, taking a maximum of two hours training before they can productively start adding content. The Contensis User Interface Contensis pioneered the development of the single intuitive interface and its features just continue to grow. Users at every level soon become familiar with the controls and, as their knowledge grows, even non-technically minded people are soon undertaking tasks that previously would have required the involvement of web specialists. This screenshot shows the CMS’s WYSIWYG editor in use; Contensis makes it easy for editors and their organisations at every possible level. The Contensis Navigator works in much the same way as Windows Explorer on a PC. You can expand folders, right click on items to get more detail and even 9 Contensis Service Definition – core Contensis CMS drag-and-drop items around the screen. The navigator shows you the physical hierarchy of your website or content repository. Items of content are categorised into this tree structure, and the structure of the navigator will reflect the structure of a published website. Localisation – all the labels on the CMS interface can be changed if required, either to match local jargon or for users who operate in other languages. This is in active use for our Welsh clients. Management console - gives you access to all of the system administration functionality; configure a new front-end webserver or add users and groups with a couple of clicks. The management console is only visible to users with the relevant permissions, so you can be assured that only your System Administrators can make major changes to your overall system configuration; Editor Features & Usability Browser based and independent – so that your users can edit content anywhere they wish and at any time, and a Mac user, for example, has all the same features available to them as a PC user CMS Search – find content via “Quick” search, filter to just see a particular type of content or browse through the common-sense navigator. The “Quick” search screen in action; 10 Contensis Service Definition – core Contensis CMS The content filter option: 11 Contensis Service Definition – core Contensis CMS Metadata Framework – completely configurable and extensible, all necessary field types and validations can be applied (e.g. look-ups, compulsory fields, taxonomy etc). Image Editor – straightforward tool to enable users to handle the vast majority of image editing tasks with ease, such as auto-resize, absolute resizing, choose’n’crop, image effects such as monochrome. Image Library – inbuilt library which retains original hi-res images, displays all edited versions, supports drag’n’drop of image into placeholders. Navigation management – we provide a whole suite of navigation controls as standard. Include in Menu, Search, A-Z, SiteMap are all radio button choices. Creating a page in the navigation automatically creates menus, so great majority of users don’t need to think about this step. Re-order the menus is simple drag’n’drop (if you have permission) and the CMS will handle the rest. Real preview - One of the many advantages of the decoupled model is that the staging site is a real published website, albeit a test site that is not publicly available. As a result, when you preview your pages whilst editing, it is are as close to how the real page will look as possible, in contrast to many other CMS products which simply create a simulation. Single-click publishing – If you are editing a piece of content you can publish to test or live simply by clicking the preview button in the Editor. As you can see there is also an option to preview using dual-view. Dual-view enables you to view any version of the content side-by-side. If you just want to preview a previous version this can be done from the version history tab. Whatever you preview, you can be assured that it is a REAL preview of the content, and if you authorise the version to live, it will appear exactly as you have seen. 12 Contensis Service Definition – core Contensis CMS Getting content live is straight-forward. If you have the relevant permissions you can simply click submit and authorise from the workflow menu, and your content will publish immediately. Contensis has a lot of options for publishing, with full publishing schedules, aliases and, of course, the disconnected publishing model which ensure your content is live when you want it to be for as long as you want! Track changes - Track content changes – allows you to see the differences between different versions of the same piece of content, supports added, deleted and changed, as well as indicators for other elements e.g. a structure change to a table. Wizards - Wizards were introduced in Version 5 of Contensis to aid and assist users who are less familiar with Contensis, or who may be using the system less frequently. Wizards effectively hand-hold you through various processes in the system, from creating a piece of content to importing files. Content Administration and Management features Security & Permissions – the user’s permissions control access: users see a security trimmed navigator, interface, dashboard etc. For example, at left is a widget from the dashboard, personalised for the author’s site activity. The interface is customisable, so typically editor’s screens have irrelevant formatting buttons removed – editors then use the style picker to ensure compliance with corporate design. Audit trail – all actions by each are captured in detail, for all content types (not just “pages”). This screen shows audit trail and version history (note the Revert and Dual View options); 13 Contensis Service Definition – core Contensis CMS Publishing schedule – decide when your content goes live, or set an exact time and date to review it or to remove it from the live site into archive. Email notifications are provided at each step. Content usage and dependencies – details of which template and stylesheet are in use, indexes of all links between pages (with warnings on deletion), image usage/dependency and general content usage statistics. Import & Export – comprehensive range of import and export features. Majority of migration tasks can be achieved with the Contensis Blueprint XML importexport tool. Other options include database import tool, file system import tool, WebDAV and spidering an old site. Multi-channel delivery o Print - Using tools such as InDesign or Quark Express o Web - Using the native Web deployment model o Mobile - Using the native Web deployment model o TV - Using the native Web deployment model o Touch-Screen Kiosks - Using the native Web deployment model Multilingual capability – as standard Contensis supports UTF8, enabling websites to be published in any language and any script (i.e. non-Roman, such as Russian, Chinese etc). We also have a multilingual workflow capability, see the Multilingual Module Service Definition. Multi-site management – manage any number of sites within a single instance of the software, either on a “pre-paid” basis (unlimited Enterprise service), or on a “call-off” basis for the other services (see Licence scaling). Reporting – Contensis comes configured with a whole set of reports that can instantly be used. These interactive reports are generally focused on Content Usage, Workflows and User information. Each report entry is a clickable, active link with options such as view, edit etc. Structured Content – We utilise structured content for many of the modules in Contensis such as News and Events. It allows us to provide a simple form-based approach to content entry, and to have precise validation over input. You can set up any structured content interface you wish, making data integration with other systems easier. Notifications – keeps you informed about tasks and events that occur within the system. Notifications are used in many areas of Contensis, and are completely configurable via email templates to meet your branding guidelines. Examples of where notifications are sent include: o Content Checked Out o Content Checked In o Submit for Authorisation o Authorisation Declined o Revoked Submission o Pass To a User o Content Published o Requires Review o Expiry Imminent o Content Expired 14 Contensis Service Definition – core Contensis CMS o Link Failed Workflow framework – All content types are included in workflow, including site elements, templates, CSS and multimedia. Contensis supports multi-level workflow, although most clients use two-tier and three-tier workflow. These correspond to the following: o 2-Tier: Contributor (Create or Edit) -> Approver (Amend, Reject, Publish) o 3-Tier: Contributor (Create or Edit) -> Approver (Accept/Amend/Reject) -> Webmaster (Amend, Reject, Publish) o Referral: Users can forward content on to any other CMS user (subject to their security rights) The content can be revoked by the contributor up until the approval point. If not, it can then be amended, approved or returned (with comments) by the Approver and/or Webmaster and is accompanied at each step by e-mail notification. Content re-use - Contensis provides extensive options for content re-use. (Note: As well as the following features, some of the optional modules also enable reuse especially the Micro-Site Wizard and Synchronisation Module Service Definitions. o Shared Content/HTML Snippets: This involves a separate chunk of content being created (e.g. Address/Contact details) that is stored in the repository and can be inserted into any web page as required. When it is updated and the changes are approved then all instances within pages are automatically updated. o Mini Templates: These are believed to be a unique feature of Contensis not available in other CMS products. They are similar to Shared Content described above, but as their name suggests they are template based. Therefore it is possible to change the surrounding presentation template in a single place and have all pages that use the mini template updated automatically. This is particularly useful with rebranding exercises as it removes the search and replace that often takes place in other systems. o Dynamic Components: Contensis has numerous dynamic delivery components that can render lists of content, e.g. list all word documents within a particular folder. These components can be inserted, configured and ready to use in a matter of minutes. o Shadow Content: This feature of Contensis, provides a straightforward mechanism for creating duplicate content in a 15 Contensis Service Definition – core Contensis CMS separate area but only having to manage a single version. However it is possible to override the meta-data for the shadow copy and to set specific properties such as include in menu, search, etc. o Link “Libraries”: It is straightforward to store sets of links in a folder which editors can then drop into a page but not amend. This is particularly useful for “authorised” external links. 16 Contensis Service Definition – core Contensis CMS Service Definition: Capabilities for Designers & Developers Templates Templating is probably one of the most crucial areas that you must evaluate when choosing a Content Management System. How the templating works will have a dramatic effect on the implementation of your system and on-going branding requirement. We believe that Contensis has one of the best templating engines in the industry and we will endeavour to show you why. The Template Framework Ability to implement any design that can be created in XHTML HTML5 support as standard Enables Accessible Content to AAA standards Full Workflow Full Versioning Full model for site re-branding Mini Templates Code Integration Bespoke Web Controls Template editing overview Template editing can be carried out directly through the CMS WYSIWYG interface. Creating a template is as simple as copying and pasting the relevant HTML source code into the system and then adding extra components to it, such as placeholders. Typically a design will start its life in a tool such as Photoshop, Fireworks or InDesign. The next phase is to actually cut the template into HTML and CSS. Normally this would be done for every variation of the template and it can still be done in this way, but the templating engine in Contensis allows us to improve the implementation times by providing a 'componentised' approach to templates. The first step will normally be to identify the common elements of the template, which normally consists of a footer, header and main content section. This is what we would call the Base Template and this is what we would first create in the system. Utilising the sub- template functionality, we may make this template from a separate footer, header and content template or we could create it as a single entity - it just depends on the scenario. Once the Base Template is created, we can then start building on this by creating a range of variation. Normally we would construct the other layouts, what we call Framework Templates, such as a two column or three column layout, for example. At 17 Contensis Service Definition – core Contensis CMS this stage we will probably also start adding elements such as localised text if we are working on a multilingual site, menus and breadcrumbs. Because templates can be created by dragging and dropping other templates into each other, you will never be in the situation of having to update the footer on each of the different page templates again - a single source of change is all that is required. We have actually done real-world tests with our in-house professional services department, with the same person creating a template in the traditional way and the Contensis way, and found that we can reduce implementation times by up to 40%. Obviously if you prefer to have completely separate HTML and disconnected templates for each page type, then this is still just as easy. The choice is yours. Because the templates are content in Contensis, just like the CSS, you have all the standard benefits of the system, including full versioning, auditing and workflow. As a template developer, once you are happy with your template you can simply submit it for approval, and once approved the template will then publish to the live site, and update every page that uses it. As templates are standard content you also have the ability to set publishing schedules on templates, so you may like to push the new site look-and-feel live on Friday at 8pm after you have gone home! Separation of Design & Content Separating the design and presentation from the content is extremely important in today’s Multi Channel world. The template engine allows you to achieve this separation successfully by allowing unlimited numbers of placeholders, so you can easily split the content from the template. It is also usual to restrict the buttons and styling options available to the user and instead carefully style the different elements of a page, so a user can simply select a Paragraph or a heading and the content will style automatically without having to assign a dozen CSS classes. Although we have many tools available in the WYSIWYG editor so we can tick boxes in tenders and proposals, in most scenarios, if the design and CSS is created properly, many of these can be turned off with no effect other than allowing your users to create beautifully created content with very little effort. When template creators insert placeholders into a template they have a wide range of options available to control how the placeholder will behave and what the user can do within it. This functionality is very important when aiming to keep a standard corporate look-and-feel. Standard placeholder options include; Text Only - Only text can be placed within the placeholder; no other HTML such as headings, for example. 18 Contensis Service Definition – core Contensis CMS Max Length - This option allows you to determine the maximum number of characters that a user can enter in the placeholder. Constrain Images - This option allows you to specify maximum width and heights that images can be inserted at into the placeholder. Content Types - This option allows you to specify exactly what type of content can be inserted into a placeholder - if you don't want images to be inserted, just un-tick them. Can Change Styles - This option specifies whether a user can utilise the CSS, heading and paragraph options to apply style to the text content. Tag To Render - Allows you to specify what HTML tag will render around the content, or no tag at all. CSS Class - Allows you to specify a CSS class against the placeholder. Mini-Templates Sub-Templates or Mini Templates, as some customers like to call them, allow you to create pages and templates from a pre-created set of building blocks. Many of our competitors offer snippets to achieve this functionality. The problem with this is that the presentation gets stuck in the content and when you come to completely re-brand the entire site it becomes near impossible. CSS Assignment CSS is an integral part of any template implementation. CSS can be assigned to templates by default or forced to appear wherever the template is used. On top of this you can also change the CSS at section or sub-section level - you may, for instance, have different colour schemes for each part of the site. This is simple to achieve just create the different variations and then assign them to the sections as relevant. You may wish to change the style sheets based upon user input or for personalisation or browser compliance. We offer a simple set of methods to change the style sheets at runtime, if you want to programmatically change the CSS assignment based upon anything you deem relevant. All types of style sheet Media are supported including, for example, print style sheets. Code integration If you are using our .Net publishing method, then it is possible to write .Net code directly into the templates which either calls your own bespoke components or assemblies or calls our Open API or the standard Microsoft .net framework. 19 Contensis Service Definition – core Contensis CMS There are many reasons why having the ability to change execute code at runtime is important. An example may be that you wish to show or hide a component on the homepage of the site based upon a user's role. A custom code example hiding or showing an element in the template based upon group membership. This example is very straightforward, but it just shows that any .Net code can be executed that you choose - in this case we are calling the Page API to personalise based upon the user's group membership. For those of you who are concerned that the name of the group may change, you can also pass in the group ID (the above example ID is for illustration purposes only). If you are a Contensis customer then you can get a whole host of custom code examples on our Support Website. Multimedia Media Gallery The media gallery control can be embedded in a page. It provides visitors to the website with a straight-forward means of viewing multiple images in a gallery format. The control utilises a combination of components that you can see from the screenshot including: Automatic paging RSS/Atom feeds Lightbox functionality Image download option 20 Contensis Service Definition – core Contensis CMS Streaming Video In today's web environment, streaming media is a must for almost every website out there. In Contensis creating streaming media couldn't be easier. Typically, streaming video or media is being created using Flash Video or FLV, as many of you will know it. Contensis supports FLV content natively but also supports many other video formats such as MPG, AVI and many more. This screenshot shows Latest Videos; as you click on the videos they will “lightbox” up to a full screen; Streaming Video in the Media Gallery: The Media Gallery control has automatic support for Flash Video, so as you navigate the Media Gallery you can navigate images and Flash Videos. 21 Contensis Service Definition – core Contensis CMS Industry Standard Player: Rather than reinventing wheels Contensis provides support for the LongTail Video JW Player. This player is one of the only solutions which tick all the boxes from an accessibility viewpoint. When you commit to a Contensis SAAS contract, you will have a licence to use the JW Player on as many sites as you are licensed for with Contensis. Streaming Video from any page: Adding a video to a page is simple with Contensis. All you need do is drag and drop a video from the Contensis Repository and you are done. If you want to insert a Video from a different source such as a streaming media server or provider, then just add the URL. Content, File & Media Types Contensis is designed to handle any content type that is relevant to the web or indeed any application, and in practice this is exactly what our existing clients do. They can upload and publish content in any of the following formats; Multimedia: FLV, JPEG, GIF, BMP, PNG, MOV, MPEG, AVI, WMF, ASF, WAV, MP3, WMV, MP4, OGG, SWF Documents: DOC, DOCX, PDF, PPT, XLS, XML, XSLT Web Pages/Content: HTML/XHTML, ASPX, ASP, PHP The full list of supported files has over seventy types. When a new file type comes into use we add this to the standard set of file types for Contensis; a recent example is SRT (SubRip Captions Format) used for video subtitles. Search General The Contensis “Standard Search Engine” is part of the overall CMS product and has been developed as the underlying toolkit that we use to create any search which our clients require – and it is far from “standard”. Using the Contensis Search as the core engine for your search will satisfy all of the underlying technical requirements, so that we can concentrate on building the search functionality outlined. The design phase will create the visuals and layout of your searches which we will implement as a set of templates and mini-templates, so that they sit neatly within the overall site design. Functional abilities of the search include: Absolutely all content is included in the indexing process Detect and respond to misspelling of terms Detect and respond to terms with relevant synonyms (“Thesaurus” functionality) Assign field weightings, including “compulsory” results 22 Contensis Service Definition – core Contensis CMS Boolean Query Support Hit Highlighting Configurable Data Sources Respects Permissions Thumbnail Image support Word Stemming Nesting and concatenation of search features into single “advanced search” Search term logging & reporting Starting with this “kit of parts” and assembling them, the full rich functionality of your search can be built up without the need for any significant new bespoke work. In particular, the search process will be configurable. Initially this will be undertaken by our Professional Services Team who are implementing your intranet, but we will hand this over to your control, with the required knowledge transfer and documentation, so that tweaks can be made to how critical search. This screen shows a standard search results control, without any extra styling applied: 23 Contensis Service Definition – core Contensis CMS Advanced Search The advanced search allows users to specify other search criteria to refine their search results further. The variety of searches that can be produced is enormous, from Boolean logic, to comprehensive implementations such as this one for the European University Institute; 24 Contensis Service Definition – core Contensis CMS Security, indexing and search inclusion Securing your Search: Using the Contensis standard or enterprise search, you can simply tick a box to enable permissions. Once you have ticked the box, the user doing the searching will only get the results they have permission to see. It is as simple as that. If you want the results to be shown, but for the user to be sent to a call to action or access denied screen when they attempt access, just don't tick the enable permissions box. Many search systems have problems when implementing permissions, especially when the permissions can be completely granular. The Contensis Search gets around this problem, and allows for a totally permission-sensitive search to be carried out. Include in Search: Within Contensis, at both folder and content level, it is possible to include and exclude items from the search. This functionality can be very useful as it gives individual editors the choice of whether their content is to be returned when a search is executed. The options can be accessed from the properties tab at any time whilst editing any piece of content or, if you are a folder administrator, you can make changes in bulk to content and folders in the section for which you have administration rights. Indexing: The Contensis indexing service has the job of indexing all content in the Contensis repository. Quite simply, as soon as a new piece of content is uploaded or created, the indexing engine will go to work to index it for search purposes. Social Media integration At its simplest, many of our clients have links to Facebook, Twitter etc., often within a full set of social bookmarking links in the footer, such as the following example: 25 Contensis Service Definition – core Contensis CMS Where a client organisation has their own Facebook or Twitter account, the Contensis RSS control can be used to update Facebook with selected content, thereby avoiding double-working of content. The RSS Feed Reader is also designed to properly handle Twitter feeds. This means that you can have a Twitter feed up-and-running showing the Twitter source without any extra configuration. Because Twitter sets the title and the description of the feed item to be the same, we recommend hiding the description, which is just another one of the standard options available on the control. Most recently, we have packaged up the Facebook controls so that they can be dropped into a Contensis page without the need for any technical skills. Controls include; Like It Comments Recommendations Recent Activity Combined Like with Comments They have also been made to produce accessible pages, which the “raw” Facebook code does not. We have an additional-cost Social Media Module which manages the creation and publishing of content to Twitter (see Social Media Manager Service Definition). Site Tools Download as a PDF The Download as PDF control can be embedded on any page in a site, typically embedded in your main template as part of a site tools menu or similar. As with all other controls, just a simple click and insert and it is up-and-running. The control has the option to use print stylesheets, in which case the PDF will look like a printed document. Print this Page The print page control is there to take the hassle out of producing an accessible but functional site. In essence, the print control creates a hyperlink that, when clicked, will ask the browser to print the current page the end user is viewing. The control supports setting a static print page that is used to explain to users how to print, if they are using a browser that does not support script, for example. 26 Contensis Service Definition – core Contensis CMS Send to a Friend Controls The Send to a Friend control can be embedded in any web page. All you need do is link to the page with the Send to a Friend control and your end users can start sharing your content. The control comes with a standard simple theme, so there is no need for any specific styling unless you want your own look and feel. Social Bookmarking: If you want to embed a social bookmarking tool, such as the one we use on this site, to share the page with Facebook, Digg or any other site, all you need do is paste a few lines of JavaScript into your page template. Because there are so many providers such as AddThis.com and ShareThis.com we see no point in specialising in a particular vendor. Typically one of these services can be configured and implemented in a few minutes. Syndication Contensis has been designed at every level to cater for the needs of syndication, whether it be automatically available syndication in virtually every one of our lists such as What's New, News, Events, Blogs etc. or a bespoke syndication where you want to create a very specific feed that has nothing to do with your actual page layout and presentation. Syndicating content from other sites All we need is the URL of the feed – such as the BBC news headlines feed - and we can then paste this into our syndication control. To improve performance the RSS Feed Reader can also cache the data for a time duration of your choice. The RSS Feed Reader is also designed to properly handle Twitter feeds. This means that you can have a Twitter feed up-and-running showing the Twitter source without any extra configuration. The RSS Feed Reader can either be formatted as an unordered list or a series of paragraphs. The control comes with a standard theme that will style it automatically if your designers have not prepared a specific stylesheet for it. As with all Contensis controls the source code is accessible, semantic and XHTML compliant. Syndicating content from your site RSS in Standard Controls: Syndicating content out to other sites couldn't be simpler. In Contensis most of the standard controls support RSS and Atom natively. For example, in the What's New control, all you need do is leave all the options as default when you insert it into your page or template, and the RSS Link and Atom Link will automatically appear. Virtually every Contensis list control supports RSS ranging from social networking to jobs. 27 Contensis Service Definition – core Contensis CMS Creating a Custom RSS or Atom Feed: If the RSS produced by any of the lists is not appropriate then you can create a custom RSS feed using the RSS Feed Writer control. This control allows you to include/exclude any content from your entire site, and present it on a URL of your choice. The selection of content is driven by query, so as new content is applicable it will start appearing in the feed. The website visitor is presented with a standard RSS feed output when visiting a URL that is served by the RSS feed. RSS AutoDiscovery: Contensis fully supports RSS AutoDiscovery. Accessibility The accessibility features detailed below are available to be inserted into a web page design. These are the visible elements that can assist users with particular needs to read and navigate your content. The majority of the accessibility functionality offered by Contensis happens before content is published - for details on this please see Quality Assurance Module Service Definition. Sometimes it is important (or useful) to re-format the way a web page is rendered in order for someone to view it, for example where site visitors are visually impaired or dyslexic and require a screen reader to read the text for them. Someone else might be using an old device to view the content. Using the tools below you can publish content knowing that it will be accessible to as many users as possible. The Text-only button provides the user with a fast loading page with text rendered in a high contrast format. This feature differs from the Style-sheet Switcher in that the formatting is removed as well as any images. The text-only version is not only beneficial for users that require high contrast colours on fonts, it is also great for viewing web pages on legacy devices or on slow internet connections. Stylesheet Switcher As well as addressing the need for content to be accessible for people using screen readers, effort is being spent to address the needs of visitors that don't use screen readers at all but do find certain colours or font-sizes a challenge. Users of your website or intranet can use the Stylesheet Switcher to pick the version that will enable them to view the content in a format appropriate to them. The Stylesheet Switcher offers different versions of the stylesheet that controls the layout, fonts and colour scheme for the design. With a different stylesheet a user with vision problems can use a version with bigger fonts, no irrelevant graphics and a layout that will make sense when magnified on the screen. Each accessible stylesheet is developed at the same time as the rest of the design is built into Contensis. 28 Contensis Service Definition – core Contensis CMS Font-size Selector By adding the Font-size Selector to a website you allow visitors to set the size of the text to their preference. This provides a quick and intuitive method of adjusting the text size for users with poor vision without the need for special tools. Text-only Button The Text-only button provides the user with a fast loading page with text rendered in a high contrast format. This feature differs from the Style-sheet Switcher in that the formatting is removed as well as any images. The text-only version is not only beneficial for users that require high contrast colours on fonts, it is also great for viewing web pages on legacy devices or on slow internet connections. The Permissions Framework Permissions are easy to configure, but at the same time entirely granular. If you want to do it a certain way, there will be a way of configuring it within the Contensis permissions system. Permissions are completely granular in Contensis, and combine a range of parameters: What CMS users can do (Create/Edit/Delete/Approve etc) Where they are allowed and what is visible to them, at any level from a placeholder, to a folder, groups of folders, sections/microsites to an entire project. For example, a user may have little access to the overall website, other than one microsite where they have full control, in effect acting as “local webmaster” for a small section. Which content types the user can work with, enabling you to limit who can use PDFs for example Which templates the user can choose from when creating new content Whether they can see and/or access any of the system administration functions What content formats and types are allowed within the placeholders that make up each template It is worth noting that permissions are not only used internally within the system, to control content creation, approval and editing, but also, if required, to restrict access to different parts of a published website. Keeping permissions all in one place ensures there are no mistakes, as you can easily comprehend access permissions for any piece of content in a couple of clicks. Implementing permissions on published websites Implementing permissions on your published websites couldn't be more straightforward. You simply need to update a couple of config settings to enable 29 Contensis Service Definition – core Contensis CMS authentication and the permissions will kick-in. Having the permissions totally integrated within the CMS allows the contributors and managers of different sections to decide which content can surface. This screen shows secure content visible to a registered user: We find that many projects no longer have a separate sense of intranet, extranet and website; they are all the same site. The only thing that separates them is the permissions you assign to different types of user. Securing your Search Using the Contensis standard or enterprise search, you can simply tick a box to enable permissions. Once you have ticked the box, the user doing the searching will only get the results they have permission to see. It is as simple as that. Securing your Menus If you want to know more about Menus then visit our section on Navigational controls. In this area we are simply highlighting that if you want to, you can enable permission checking on menus. This means that users logging in with different permissions will see different content in the site menu. Many of our customers use this on their extranets to show certain information to clients and other information to suppliers. It is another simple method of personalising the experience to the visiting user. 30 Contensis Service Definition – core Contensis CMS Often you can use this functionality in conjunction with a CRM. If you know that your customer has purchased x level of membership, then give them permission to see all the documentation; whereas if they have a lower level of membership they can perhaps see less content. A simple CRM integration is all that is required to achieve this type of functionality. Securing General Content We have looked at hiding items using permissions from the menus and the search. The content side is the final piece of the puzzle. You can configure exactly which users and groups are able to see which content. This functionality relies on permissions being configured and is totally granular. Enabling a Folder Password Folder password protection is exactly what it says it is. You simply assign a password to a folder and thereafter anyone attempting access will be prompted to enter a password. This functionality is very useful when you want to give out blanket access to anyone with a password. The accounts will not lock and all you need is the password. Often this is useful when you wish delegates from an event to be able to access a shared resource, or for a publisher publishing web resources when marketing a book. A simple password is all that should be required. Content Editor’s Perspective From the perspective of a content editor, permissions couldn't be more straightforward. Permissions are used to allow access to certain areas of the system, everything from editing to authorisation. Administrators can choose which sections of the site a user has access to create, edit, authorise and delete new content or folders. If the administrator decides, you may only see a single folder out of 10,000 in a CMS. The permissions are completely granular. Page Element-Level Permissions Even if you want to control permissions for editing element-level parts of a page, this is straightforward. The most common requirement for this is on a website homepage. Normally we find that most homepages actually contain very little static data, as the homepages are fed from other sections of the site automatically. News and events are probably the most common and they both have full permissions enabled. If you only want a single box or feature area to be controlled by specific individuals, then the quickest way to implement this is using HTML snippets or sub-templates. 31 Contensis Service Definition – core Contensis CMS Creating pages in this way ensures that the workflow, versioning and permissions can be controlled even down to a single paragraph. CMS Administrator’s Perspective Groups/Roles: Groups, or roles as some people may like to call them, are an integral part of the permissions system. Normally when assigning permissions you will be assigning them against particular groups. These groups may have just been created in Contensis or could be groups that have been synchronised and already exist in your Active Directory. The management of users in groups is very flexible; it can be managed through AD or through Contensis, sometimes even a combination of the two. There are currently three different types of group: Organisational Units - If you use our Who's Who module, organisational units can be used to group and categorise your staff into departmental structure within the organisation. Security Group - Security groups are there purely for the purpose of permissions assignment; all group types can be used for permissions assignment, but this is the default type of group. Community Groups - Community groups are there to support our Social Networking, Forums and other modules. Groups can be nested within groups to any level in much the same way as you have come to expect with services such as Active Directory from Microsoft. Having “group within group” functionality makes permissions straightforward, flexible and scalable. Group Integration: As standard, Contensis integrates with Active Directory. When a group is AD integrated it will show up slightly differently all over the system. An example has been demonstrated below. Active Directory User Group Icon Wherever groups are available to assign, create, delete or edit, you will instantly recognise the type of group by the icon. Standard User Group Icon Wherever groups are available to assign, create, delete or edit, you will instantly recognise the type of group by the icon. You can use our API to integrate with any other group membership system. Previously, customers have integrated with CRM or even bespoke internal systems. Integration is straightforward. Users: Users are probably one of the most important areas we can look at. Users are going to be at the heart of your content management system, making it come alive and deliver what your organisation requires from it. At the other end of the scale, users of the published solution, which may be an extranet, intranet or website, are all 32 Contensis Service Definition – core Contensis CMS managed through the same user management interface, which gives you a high level of control and a simple approach to user management. Because we are catering for both system users and end users, there is a lot of functionality available for users; Self-updateable user profiles both through the CMS and website interface. Ability to opt-in and out of different system notifications both for traditional CMS purposes as well as activity from social networking and forums, as an example. Full user integration with any third party user management system that can be interfaced in some manner through .NET. Full native support for Active Directory synchronisation. User-level permissions available to assign to any piece of content. Personalised dashboards at CMS level, as well as full personalisation options. Google integration for Google Mail, Docs and RSS. Who's Who integration to show and provide searchable interactive organisational staff or user directories. When we are looking at users purely from a permissions perspective, we can assign any permission to an individual user, but more commonly we would assign permissions to groups of which users are a member. Membership & Personalisation Personalisation Framework The Contensis Personalisation Framework is part of the Contensis API. It provides a framework that allows web developers to introduce explicit and implicit personalisation into their website with ease and with no limitations. There are two options for delivering personalisation using the framework, through either explicit or implicit processes. Explicit personalisation is fully catered for through the provision of authentication controls. You can find details about the log on control, registration control and profile control by visiting the Control Gallery on our website. Contensis also provides built in AD integration. Implicit personalisation is handled using components available from the Contensis Personalisation Framework. Every page on the site will have the implicit log-on control available, provided through the base template. This means that when a user hits the site for the first time, an implicit user account is set up automatically. Rules are configured through the use of custom code; these are typically a single line of code to record the fact that a user has visited a section of the site for example and to attach them to a personalisation group. Individual items of content, listings, 33 Contensis Service Definition – core Contensis CMS galleries can then be controlled to display or not through the membership to the personalisation groups on an individual basis. The implicit log on control also captures any referral information, Google/Bing/Yahoo search terms, IP address and regional settings. This allows for the use of suggesting lists of content when the user first hits your site based on this initial hit. The framework also provides options to utilise both session storage for single visits or cookie storage for multiple visits. When cookies are used, the framework prompts the user of this use so that it conforms to the EU directive on the use of cookies. If the user declines then the framework automatically switches to session storage. User Login - Creating a login is straight-forward In many systems creating a full login and authentication system would be complex. In Contensis you can have permissions and a login system up-and-running in minutes. This screenshot shows the standard login control with the simple theme applied; The Login Control The login control can be added to any page, but typically you would create a page called "access-denied" and a page called "login". Once this has been done, simply add the control to the page and it is now configured. The login control supports remembering login, and password change requests based upon password expiry, for example. When remembering a password, the system stores a 3-Des encrypted cookie on the users browser. Getting to a login Typically users of a site will get to the login page because they have clicked on a link that requires authentication. You may, however, want user to be able to login to a typical member's area, at any time whilst they are on the site. If this is the case, we have a control that supports this called Login/Out link. This control allows the user to quickly either logon or logout based upon their current login status. This control is fully cache compliant and will work even if you have caching enabled on your site. At any point a user can login or out from the bar they have implemented into their templates. 34 Contensis Service Definition – core Contensis CMS Active Directory Integration If you are using Internet Explorer, you can configure the site to automatically login from the credentials of your local Active Directory. In other words, your users don't even have to logon because they are already logged onto their computer. In other browsers, or circumstances, such as accessing an extranet over the internet, this is not possible, as the user may be in an Internet Cafe, for example. In this case the login functionality is fully supported using the Contensis standard login control, and the user will be able to authenticate using their Active Directory credentials. Open API Many of our competitors will say that they have an extensible API that you can use. Our product is architected in such a way that our User Interface and Services use our API. This means that anything that we can do in the UI you can do through code. You may wish to automate processes; you may wish to create a specific tool for a specific department to contribute content in a tailored manner. Whatever your needs, the tools are there. If you come on one of our Developer Training courses we will give you the knowledge and examples to create almost anything you desire. The system also has a plug-in architecture that allows you to extend it e.g. add new buttons or create new reports. This gives you the flexibility to cater for very specific needs and you can do all this without affecting the ability to upgrade the system at any time you desire. The system is written in the latest .Net framework 4.0 which means that your developers can use Visual Studio to interact with the API and utilise all the Intellisense and features that Microsoft provide for us out of the box. The nonchargeable Express versions of visual studio can deliver on all of the standard requirements you are likely to have. Although our API is not open source, we are more than happy to provide our customers with code if required. In a recent case, a University customer requested the code to one of our navigational controls so they could extend it slightly. Naturally, our first call was 'can we include your requirement in an upgrade?'. However, after a detailed analysis, it was deemed that the change was so bespoke that no other customers would benefit, so we simply provided the developer in question with the source code of our control and they went on to update and extend it to meet their locally-specific requirements. We are very open with our customers and, as long as we are not giving away core sensitive code, we are more than happy with this kind of approach. We are even considering the idea at present of making our non-licensed web control code 35 Contensis Service Definition – core Contensis CMS available so any of our customers can see how things are done - a route that Microsoft themselves have taken with great benefit to the community. 36 Contensis Service Definition – core Contensis CMS Service Definition: Information Assurance Zengenti Limited is accredited to ISO 27001 which means our Cloud-based services can be compatible with IL2 certification with little effort. And our SaaS services are capable of being delivered up to IL3 if appropriately accredited datacentres are used. Contensis is certified to ISO 9001:2008 and we have internal policies and procedures including Risk Management and Disaster Recovery that are followed by our staff, to ensure a first class service is maintained throughout. We can also confirm that our systems are regularly exposed to penetration testing carried out on our instructions, but also carried out on request from our high profile clients. 37 Contensis Service Definition – core Contensis CMS Service Definition: Service Management On-boarding Contensis provides you with many facilities to get you started; they include migration tools, sample sites, co-ordinated training, fully-documented online support site, with video and textual tutorials. Our migration services can operate on the basis of any electronic content format. From sign off, a new system can be installed and ready to go within one week. Off-boarding In the rare event clients leave the Contensis system, there is a full XML based export option. This allows selective export of all the content, structure and meta data that is held within the system enabling clients to move onto another platform. Service Level and Constraints All servicing and maintenance within the cloud environment will be carried out during out of hours (UK) and will ensure that service availability is maintained at 99.9% and above. Support Service Level Agreement Zengenti Limited provide a comprehensive support service for the Contensis CMS and any related modules. The formal arrangements for support follow the provisions of the matrix below, which forms the basis for our support contract. It is the client’s choice to determine the severity of the support issue, and hence the response level required. Definition Receipt Response Resolution 1 Business Standstill/ Immediate 30 Mins Critical 8 Hours 2 Major User Problem 60 Mins 4 Hours 2 working days 3 Minor Problem/ 4 Hours Enhancement Request 8 Hours 3 working days & prioritise 38 Contensis Service Definition – core Contensis CMS Receipt is defined as acknowledging the incident has been logged. Response is defined as a suitably qualified consultant contacting the client to start investigations. Resolved is defined as having produced and implemented a solution, which is working in the production environment. Escalation The client may escalate a call at any time. The following escalation path is listed for guidance; Level 1: Head of Development Level 2: Support Manager At each escalation point, the company will respond with an action plan and timescale for implementation, in agreement with you. Support is normally provided for system administrators and developers and this would be provided by our Support site, telephone and e-mail. Support cover is provided during normal office hours, usually 8am – 6pm UK time. Outside these hours, support will also be available but not guaranteed. However, Zengenti as a matter of principle would always make every reasonable endeavour to assist you whenever practically possible. Whilst high-level support will only be provided for the Contensis system, assistance will also be provided for any other software tightly integrated with Contensis, but advanced level support for this software is not guaranteed. (e.g. SQL Server, IIS, .NET Framework). Backup & Disaster Recovery We utilise VEEAM to backup all Virtual Machines. Typically backups are carried out once every day. If you require more frequent backups then this is normally achieved using either increased schedules in VEEAM or SAN level snapshots of volumes. SAN level snapshots or volumes are particularly useful for services such as SQL server as we can for example set up snapshots automatically every 5 minutes if needed without any loss of performance. Backups are all written to disc and discs are cycled and taken off site weekly. In the event of total failure at the primary Data Centre we have the provision to restore the live web servers at another location. If you need this level of DR we can even configure VEEAM to keep a replicated server at another one of sites. 39 Contensis Service Definition – core Contensis CMS How to raise a support issue Support issues can be raised directly through our online Helpdesk. Priority 1 issues are immediately messaged to relevant support staff by SMS. You can also phone or email to alert us to an issue, but this will then need to be entered into the Helpdesk queue. Service Roadmap Contensis is constantly being developed in line with customer expectations. These are gauged partly through our constant, multiple contacts with clients and the requirements and enhancements they identify. We also provide a specific Wish List forum, where users record their ideas, including their urgency and priority. We collate these and feed them in priority order into the development path. And the frequent User Groups also act as direct input to our development plans, both in terms of functionality and priority. The Contensis Development Team operate according to the Sprint development cycle. As a result, the software is subject to one major and two interim upgrades per year. In addition to these stable versions, we also release monthly hot-fix roll-ups. There are regular knew versions posted by the development team, so if you need to get hold of functionality we are currently working on, it is immediately downloadable from the support site. Zengenti Limited will apply all upgrades to the service, in a manner designed to eliminate downtime. Help Facilities Contensis has a full on-line help facility which covers virtually every aspect of the system and is fully searchable. Whilst most on-going (after launch) support is provided by e-mail through a ticketed system, telephone help will always be provided when appropriate. It is normal for the relationships built during project build to continue as an on-going dialogue which is maintained by careful account management. Training We offer a full range of training packages covering every aspect of the system. Our on-line help system contains a set of video tutorials which are a valuable training resource which can be accessed as and when required. From a user perspective this means that newcomers to the system can quickly get up to speed and learn at their own pace. The actual training requirement is carefully assessed during the implementation phase when we will propose a training schedule based upon individual project needs. 40 Contensis Service Definition – core Contensis CMS Wherever possible, we work on a cascade training basis, in order to minimise cost and time commitment. Training Modules Training is normally split into the following sessions. Each of these sessions focuses upon different aspects of Contensis; however, there is inevitably some overlap depending upon the role of the user. User training (‘Train the trainer’ sessions) – creating/editing/publishing It is recommended that users having user training have basic IT skills including word processor knowledge. Administrator training (Requires user training) – system administration of the Contensis CMS. It is recommended that users having administrator training have basic IT skills and the understanding of how systems are controlled through permissions and restrictions. Contensis Templates and Controls training (Requires both administrator and user training) – implementing designs in Contensis templates using (X)HTML & CSS. It is recommended that users having template, controls and forms training have IT design skills and ideally experience with Dreamweaver or similar products. Developer training – new modules & bespoke extensions/integrations/migrations using the API. It is recommended that users having developer training are programmers with web application experience. Full system documentation and training manuals for Contensis are made available 24/7 via the Contensis support site. The manuals are provided as PDF documents and are available as articles within our Support site. In addition to the manuals there are also videos available on our support site, these show how to use certain areas of the system such as the editor, image library, etc… The videos are available as FLVs that are embedded in the support site. We can make them available as standalone videos that can be distributed to users if required. 41 Contensis Service Definition – core Contensis CMS Data restoration/service migration The environment is fully backed up with incremental backups carried out on a daily basis. Restorations can be made on request although this may incur costs. A full service migration of content or environment is possible through XML export or production of a virtual server image. Consumer responsibilities It is the responsibility of the client to ensure that there is always a contact available to prevent delays in service delivery or issue resolution. Technical requirements Contensis is a web based product, therefore clients requires one of the following browsers; IE 8+ Chrome (latest) Safari (latest) Firefox (latest) 42 Contensis Service Definition – core Contensis CMS Service Definition: Pricing & Contracts Licence scaling The Contensis CMS services are available in four licence levels, which cover the complete range of project scales. All functionality described in this document is the same for these four licences, since they differ only in the numbers of users and websites. All services include hosting for the CMS and the published websites, and technical support for the CMS. Definitions Users – all licences are based on average concurrent CMS users, not total users. Website users are not relevant to this definition. Projects – a project is a single navigation interface to a collection of content. A project can contain unlimited microsites, designs, secure areas and be accessed with multiple URLs. Prices – cost is quoted in GBP per calendar month exclusive of VAT. LICENCE Concurrent users Projects Cost per month Lite 2 1 £298 Standard 5 1 £723 Professional 10 2 £1,275 Enterprise Unlimited Unlimited £2,550 Expanding the service During the course of a contract, clients on the Lite, Standard and Professional services can add additional concurrent users (£35/month) and projects (£84/month). We undertake a full range of Digital Agency services, including design, IA/UX, implementation, migration, bespoke development and consultancy. The day rate for these is £800 per day. Data extraction Our standard data extraction rate is £100/hour or £800/day. 43 Contensis Service Definition – core Contensis CMS Financial recompense model Zengenti Limited are committed to providing a service that permanently meets 99.9% uptime. Where we are unable to achieve this level, we will provide a credit system that reduces the cost of the service as invoiced to the client. Where the service fails to reach this level of availability, the expected payment will be reduced by a percentage equivalent to the difference between 99.9% and the % which the service did actually provide, on a per month basis. Ordering and invoicing process We anticipate invoicing on a monthly basis, under a Purchase Order which remains in force for the agreed term. However, other arrangements proposed by the prospective client can be considered. All figures quoted are net of VAT. Contract terms Minimum contract period The minimum contract period for the service is three (3) months. By consumers (i.e. consumption) Zengenti Ltd requires notice of three full months to cancel. By the Supplier (removal of the G-Cloud Service) Zengenti Ltd will give you at least six months notice of our intention to cease any service. However, we must stress that this is considered extremely unlikely to occur, as we have substantial numbers of existing clients using the full range of our software on our hosting service already (i.e. pre G-Cloud), and need to maintain these contracts in operation. Trial service We have sandpit versions of the CMS available which you can test out before entering into a G-Cloud call-off contract with us. 44 Contensis Service Definition – core Contensis CMS Annex 1: The Zengenti Cloud-based Hosting Environment General Overview Contensis offer a private cloud hosting service, based on multiple UK datacentre locations. The SAAS offering available through the G-Cloud framework uses all these UK locations as standard, but clients could choose between specific datacentres if required. Infrastructure The service is powered by utilising VMware vSphere 5, running on the latest DELL R720 Servers, with 16 cores of E5-26600 2.20Ghz processors per server. The service is split into Clusters of 3 physical servers, each powered by a state of the art software based SAN running enterprise grade hard drives. In each cluster services are split across all 3 servers, but only provisioned for 2 servers. The system is provisioned this way, so that in the event of any hardware failure, within a matter of minutes, any servers can be instantly available on one of the other two servers. When we supply servers, we supply based upon disk space, Memory and CPU power. Due to the infrastructure new servers can be provisioned in minutes if required, and upgrades can be carried out in seconds for areas such as HDD space and memory. Resilience The environments are each connected to separate providers using 1GB backbones, and have 1GB interconnects between them, all using full BGP routing, so failures are almost impossible. Power is provided by UPS, and automatic dual redundant Backup generators are in place to provide an indefinite power supply. Every server has dual resilient hot-swappable power supplies. For every 3 servers, a spare server is provided. This spare server allows complete hardware failure on either of the other two in the cluster. If 2 servers were to be lost out of the 3, the service would continue to run, but with limited and reduced resources. None of our Servers have any moving parts other than fans, as storage on board is Solid State. 45 Contensis Service Definition – core Contensis CMS Central storage is provided by multiple SANs, including both software based and Dell Equalogics, which has DUAL on board controllers. Memory, Disks, and even entire controllers can fail without any loss of operation. All equipment is covered by Dell 4hr response, but in practise losing any component of the system would not matter for days if required! The entire system is networked using state of the art multiple switches, configured for complete redundancy. In the event of any switch being unplugged, nothing on the entire network will lose connection, as each server is connected into separate switches. Our firewall solution is dual honed. Firewalls can also lose all power or have total failure, without any downtime for the environment. We don’t just say it is resilient; we actually fully test every cluster, by physically pulling power on switches, servers, SAN Controllers etc. Security & Environment Each customer has their own segregated network, so you can be assured your data is not accessible by any other customer or service. From a physical stand point we offer: Extensive CCTV Multipoint access control 24/7 security guard patrols Air conditioning Overhead cable management Raised flooring FM200 Gas Fire Protection. Operating Systems We run Microsoft Windows 2008R2 Datacentre edition across the board, which ensures you have no limitations to what you may want to achieve with the servers. We patch all servers as applicable for security updates, but once a month for other updates. Maintenance Due to the power of VMotion, we can physically move your virtual servers, between any server in the cluster or across datacentres in minutes (or seconds depending on how busy they are), so maintenance to physical hardware, or upgraded such as adding memory can be carried out at any time, without any downtime. 46 Contensis Service Definition – core Contensis CMS Due to the fact that we would provide a clustered, or load balanced web server setup, we can also remove any server at any point without any loss of service. This means Windows updates for example can be carried out without any loss of service. We can hot add extra CPU, Memory and HDD space without any disruption to running servers. Load Balancing, and server resiliency Even though in the event of a server failure, which is extremely unlikely, you will only get a couple of minutes of downtime, we have to ensure that services are split across physical servers to ensure no downtime at all. Generally if you run Web Server applications, we will split the servers across separate physical servers in the cluster and if necessary across different datacentres. To balance the load across the web servers, we run a cluster of Load Balancers, which are themselves split across our servers and datacentres. This ensures that it is near impossible to loose even a second of service. We utilise a load balancer called HAProxy, which runs on a FreeBSD operating system. This load balancer has not had a single security vulnerability in its existence, and is used to power some of the largest sites in the world, including Twitter for example! We can configure the load balancer so that it not only balances, but checks the health of your site, and will stop sending requests to certain servers if the server generates an issue. Monitoring We fully monitor all our operations, from both inside and outside of our network, this ensures full coverage. Monitoring covers everything from IP access, to disk space, to CPU and memory consumption. In the event of failure, we are notified by SMS and Email immediately. In practise with the set-up we have, we only get an SMS once a day, for our SMS test, to ensure monitoring is working correctly. Backups We utilise Veeam to backup all Virtual Machines. Typically backups are carried out once every day. If you require more frequent backups then this is normally achieved using either increased schedules in Veeam or SAN level snapshots of volumes. SAN level snapshots or volumes are particularly useful for services such as SQL server as we can for example set up snapshots automatically every 5 minutes if needed without any loss of performance. 47 Contensis Service Definition – core Contensis CMS Backups are all written to disc and discs are cycled and taken off site weekly. In the event of total failure at the primary Data Centre we have the provision to restore the live web servers at the secondary data centre. If you need this level of DR we can even configure Veeam to keep a replicated server at another one of our datacentre sites. 48