Reading: Establish updating and loading procedures Contents Website storage 2 Website style 4 File transfer protocol 5 Authoring support tools 6 ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009 1 Website storage Websites are made up of a vast array of different types of files, such as htm files, css files, documents, graphics, audio, video etc. All of this data needs a designated storage location. How this storage is controlled and allocated depends largely on the type of website. Websites are generally either custom-built or part of a content management system (CMS). In a custom-built website, files are stored and organised in folders on a web server in a fashion similar to normal network share folders, or drives where you might store shared documents. In a CMS the organisation and storage is handled by the system and becomes largely invisible to the CMS user. In most CMS data is organised and stored in database systems rather than traditional folders and files. When setting up directory space for any website system there are three key aspects to consider: structure security capacity. Structure Structure refers to the standards used when determining how and where website data is stored. In a file-based website this refers to: file naming conventions folder naming conventions folder structures file linking, etc. In a CMS this refers to: what templates are used where how resource files, such as graphics, are named and uploaded what standard blocks or section are used and where, etc. No matter what style or system of website is in use, it is important for maintaining consistency and usability that guidelines for website structure should be thoroughly documented. 2 ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009 Security Creating a storage structure for a website is only the first step in allowing content to be uploaded, modified etc. All website storage systems require some basic security setup steps: 1. Create groups—to manage user permissions more easily, groups should be created. For a website you might create groups on the basis of level of access or in order to control access to various sections of the website. 2. Create users—everyone who adds, removes or modifies website content should have a discrete security user identity. This might be created as a user on a server/directory/domain or within a CMS system. As users are created, assign them to their correct groups. 3. Apply permissions—once adequate user accounts and groups are created, these need to be applied to the data storage areas. This might mean adding a group or users to a folder on the web server or assigning a user to a section of a CMS. One final stage in website security is maintenance. Users come and go or change roles within an organisation. The website security settings must be made part of the change-management process for staff. Capacity No web server has unlimited storage capacity. Although storage costs continue to decrease it is wise to keep a close check on website storage capacity for several reasons: If the web server storage becomes full, the website may not function as intended; for example, users may not be able to upload content. The cost of hosting a website is often based on the amount of storage required and the volume of data traffic. A spike in the size of the website might indicate that incorrectly sized data files are being used. If content is inappropriately sized, visitors to the website may experience sluggish performance. Careful monitoring is the most effective way of managing website storage capacity. Most web server systems have automatic notifications that can be set up to warn when storage is nearing capacity. In some cases you may need to implement a storage quota system. This allows resources such as folders to be allocated a fixed amount of storage. When this is nearly full a waring can be given. ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009 3 Website style When developing a website, as with all publications, an organisation usually wishes to convey a particular style, feel and message to those viewing the content. The best way to maintain a consistent and clear message is to develop a style guide. This guide can then be used by all website contributors to maintain the style. A website style guide may include: colour schemes heading types text types media formats and sizes punctuation measurements symbols abbreviations acronyms bullet and number lists table layouts citation methods writing styles, etc The style guide must cover all foreseeable website/page elements to avoid any confusion or argument over what style is appropriate. The existence of a style guide may not be enough to enforce its use. It may also be necessary to develop templates that automatically apply website styles. In standard websites this can be accomplished through using html template pages (see http://www.freewebtemplates.com/index.php for some examples) and cascading style sheets (CSS). In CMS systems there are usually standard design blocks or sections that can be inserted into pages. Cascading style sheets In the past, many web pages contained content and styles to control their appearance in the same html document and even within the same tag; for example: <font face="Arial, Helvetica, sans-serif" size="+4"><p>sample content</p></font> Embedding content and style together meant that updating the overall style of a web page or website was very tedious and time consuming. 4 ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009 Using cascading style sheets separates content from its appearance. The styles can be stored in separate files that can be easily linked to new pages and a single modification to the style sheet can automatically update across the entire website. To see the power of separating content from style using CSS, visit http://www.csszengarden.com/. Select a style from the menu to see how the content page can be transformed by using a different CSS. To gain a deeper understanding of CSS work your way through the CSS tutorial at http://www.w3schools.com/css/default.asp. File transfer protocol Use the links below to learn more about FTP and its role in website maintenance: FTP new user guide—http://www.filetransferplanet.com/ftpguides-resources/ftp-new-user-guide/ A more detailed overview— http://en.wikipedia.org/wiki/File_Transfer_Protocol FTP server beginners guide— http://www.filetransferplanet.com/ftp-guides-resources/ftp-serverbeginners-guide/ List of FTP server software— http://en.wikipedia.org/wiki/List_of_FTP_server_software Comparison of FTP client software— http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software A significant problem with FTP is that password and data are sent over the network without any encryption security. This can be solved by using SFTP (SSH File Transfer Protocol), or FTPS (FTP over SSL). For more information take a look at the following links: SSH file transfer protocol— http://en.wikipedia.org/wiki/SSH_file_transfer_protocol FTPS—http://en.wikipedia.org/wiki/FTPS Possibly the best way to familiarise yourself with using FTP is to setup a test FTP server and transfer file to and from it. For help in selecting an appropriate FTP server and client take a look at the following links: List of FTP server software— http://en.wikipedia.org/wiki/List_of_FTP_server_software Comparison of FTP client software— http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009 5 Windows—FileZilla (http://filezilla-project.org/) Mac—Fetch (http://fetchsoftworks.com/) Authoring support tools For those who will be updating, modifying and developing an organisation’s website there is much that can be done to streamline the process and provide support. Some examples of support tools include: 6 Style guides HTML and CSS template files Documentation of workflow Help files and logs of known issues, bugs and standard fixes HTML validators (http://validator.w3.org/ or Dreamweaver) CSS validators (http://jigsaw.w3.org/css-validator/ or Dreamweaver) Link checkers (http://validator.w3.org/checklink or Dreamweaver) Orphan file checkers (Dreamweaver) Web browser compatibility check (Dreamweaver or http://browsershots.org/) Accessibility tools ( http://www.visionaustralia.org.au/info.aspx?page=1985) Web developer toolbars o Internet Explorer – http://www.microsoft.com/downloadS/details.aspx?familyid =E59C3964-672D-4511-BB3E2D5E1DB91038&displaylang=en o FireFox – http://chrispederick.com/work/web-developer/ ICAD4198B: Develop guidelines for uploading information to a website © NSW DET 2009
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