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Workspace Preview System
Solve your content preview problems
©2016 Acquia Inc. - Confidential and Proprietary
Who We Are
Joe Purcell
Tech Analyst and Senior Web Developer
Digital Bridge
/u/josephdpurcell
Adam Balsam
Tech Lead - Lightning
Acquia
/u/balsama
● Joe helped on the initial D8 port of WBM
● Adam helped coordinate efforts under
Module Acceleration Program
● Joe became a bridge between the
Lightning Team and what has become
the Workflow Initiative
©2016 Acquia Inc. - Confidential and Proprietary
Introducing...
The Workspace Preview System (WPS) gives site builders, editors, authors, and
reviewers the ability to send collections of content through an editorial workflow
and preview that content within the context of the current live site. WPS is a
collection of contributed Drupal modules with additional configuration and UX
improvements that all just works out of the box.
● Think of workspaces as containers of content
● Containers which can be sent through a workflow
● ...and “merged” into one another
©2016 Acquia Inc. - Confidential and Proprietary
Where to get
● WPS comes with the Lightning Distribution
(https://github.com/acquia/lightning-project)
● It is disabled by default - enable during installation or from
the modules page: Lightning Preview
©2016 Acquia Inc. - Confidential and Proprietary
Inspiring predecessors
Site Preview System (SPS)
https://www.drupal.org/project/sps
Content Preview System (CPS)
https://www.drupal.org/project/cps
WPS difference
● Allows changes on the Live site
● Integrates directly with Workbench
Moderation (Core Content
Moderation in the future)
● Based on a large suite of contrib
modules
©2016 Acquia Inc. - Confidential and Proprietary
Contrib Base
WPS Includes
● Multiversion
● Replication
● Workspace
● WBM
WPS Future
● Trash
● WBM -> Content Moderation
Should play nicely with
● Deploy
● RELAXEDws
©2016 Acquia Inc. - Confidential and Proprietary
Workflow Initiative
Most of these modules are a direct result of the Core
Workflow Initiative.
Workflow Initiative:
https://www.drupal.org/node/2721129
Bring major improvements to Drupal’s content workflow,
preview and staging capabilities. It will be done by primarily
extending and improving aspects of the Entity API in core.
©2016 Acquia Inc. - Confidential and Proprietary
Workflow States
● WPS uses Workbench Moderation to assign workflow
states to workspaces
● By default: Draft, Needs Review, Published
● When a workspace is set to Published, its content is it
merged with the upstream workspace
©2016 Acquia Inc. - Confidential and Proprietary
Workspaces
Workspaces can be:
● Full “copies” of your live site
● Filtered versions of your live site (e.g. no comments, only
articles)
● Empty - only hold new content added directly to the
workspace
©2016 Acquia Inc. - Confidential and Proprietary
Creating Workspaces
● Workspaces are content Entities
(/admin/structure/workspace)
● When creating a workspace, you can:
○ Set the Upstream (parent) workspace
○ Set the workflow state
○ Add filters
● WPS ships with two workspaces OOTB: Live and Stage
©2016 Acquia Inc. - Confidential and Proprietary
Interacting with Workspaces
● From the toolbar, you can
○ Switch between workspaces
○ Create workspaces (link)
○ Update (pull changes from Live) the current workspace (update not
available on Live)
©2016 Acquia Inc. - Confidential and Proprietary
Example Scenarios
● World Series Scenario
○ Two possible outcomes, two workspaces ready to go
● Product Launch
○ Many changes to site in single, possibly chained workspace
● Multimedia Stories
○ Isolated blog post with related media, taxonomy entities that can’t be
published before the blog post
©2016 Acquia Inc. - Confidential and Proprietary
Demo
● Create unpublished content on Live (note media is
published even though content is not)
● Pull content to Stage
● Create new content on Stage with media (note media is
not visible on Live)
● Send Stage workspace through workflow
● Publish Stage (note content and associated media has
been pushed)
©2016 Acquia Inc. - Confidential and Proprietary
Locking config entities
● Config Entities are not revisionable and, as a result, are not
unique to workspaces
● Editing a config entity on the non-Live workspace will result
in the Live site being changed
● To avoid confusion, WPS locks config entities from being
edited entirely unless the user is on the Live workspace
©2016 Acquia Inc. - Confidential and Proprietary
Locking content entities (locked states)
● Introducing states and transitions (workflows) to
Workspaces made us define what a “Published”
workspace is exactly
● We decided that workspaces in certain states should be
locked
● Content Entities in workspaces that are in a locked states
cannot be modified
©2016 Acquia Inc. - Confidential and Proprietary
Roadmap
● Currently experimental
(http://lightning.acquia.com/lightning-experimental-modules)
● Migrate to Content Moderation
Questions?
Comments?
More information:
http://lightning.acquia.com/blog/introducing-workspace-preview-system
Link to this presentation:
https://docs.google.com/presentation/d/17wb-qHhCZLTHzs4irsNXnUHBN7ps-iSpANuGVSuAhkQ/edit?usp=sharing
Thank you

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Introducing Workspace Preview System: Solve Your Content Preview Problems

  • 1. Workspace Preview System Solve your content preview problems
  • 2. ©2016 Acquia Inc. - Confidential and Proprietary Who We Are Joe Purcell Tech Analyst and Senior Web Developer Digital Bridge /u/josephdpurcell Adam Balsam Tech Lead - Lightning Acquia /u/balsama ● Joe helped on the initial D8 port of WBM ● Adam helped coordinate efforts under Module Acceleration Program ● Joe became a bridge between the Lightning Team and what has become the Workflow Initiative
  • 3. ©2016 Acquia Inc. - Confidential and Proprietary Introducing... The Workspace Preview System (WPS) gives site builders, editors, authors, and reviewers the ability to send collections of content through an editorial workflow and preview that content within the context of the current live site. WPS is a collection of contributed Drupal modules with additional configuration and UX improvements that all just works out of the box. ● Think of workspaces as containers of content ● Containers which can be sent through a workflow ● ...and “merged” into one another
  • 4. ©2016 Acquia Inc. - Confidential and Proprietary Where to get ● WPS comes with the Lightning Distribution (https://github.com/acquia/lightning-project) ● It is disabled by default - enable during installation or from the modules page: Lightning Preview
  • 5. ©2016 Acquia Inc. - Confidential and Proprietary Inspiring predecessors Site Preview System (SPS) https://www.drupal.org/project/sps Content Preview System (CPS) https://www.drupal.org/project/cps WPS difference ● Allows changes on the Live site ● Integrates directly with Workbench Moderation (Core Content Moderation in the future) ● Based on a large suite of contrib modules
  • 6. ©2016 Acquia Inc. - Confidential and Proprietary Contrib Base WPS Includes ● Multiversion ● Replication ● Workspace ● WBM WPS Future ● Trash ● WBM -> Content Moderation Should play nicely with ● Deploy ● RELAXEDws
  • 7. ©2016 Acquia Inc. - Confidential and Proprietary Workflow Initiative Most of these modules are a direct result of the Core Workflow Initiative. Workflow Initiative: https://www.drupal.org/node/2721129 Bring major improvements to Drupal’s content workflow, preview and staging capabilities. It will be done by primarily extending and improving aspects of the Entity API in core.
  • 8. ©2016 Acquia Inc. - Confidential and Proprietary Workflow States ● WPS uses Workbench Moderation to assign workflow states to workspaces ● By default: Draft, Needs Review, Published ● When a workspace is set to Published, its content is it merged with the upstream workspace
  • 9. ©2016 Acquia Inc. - Confidential and Proprietary Workspaces Workspaces can be: ● Full “copies” of your live site ● Filtered versions of your live site (e.g. no comments, only articles) ● Empty - only hold new content added directly to the workspace
  • 10. ©2016 Acquia Inc. - Confidential and Proprietary Creating Workspaces ● Workspaces are content Entities (/admin/structure/workspace) ● When creating a workspace, you can: ○ Set the Upstream (parent) workspace ○ Set the workflow state ○ Add filters ● WPS ships with two workspaces OOTB: Live and Stage
  • 11. ©2016 Acquia Inc. - Confidential and Proprietary Interacting with Workspaces ● From the toolbar, you can ○ Switch between workspaces ○ Create workspaces (link) ○ Update (pull changes from Live) the current workspace (update not available on Live)
  • 12. ©2016 Acquia Inc. - Confidential and Proprietary Example Scenarios ● World Series Scenario ○ Two possible outcomes, two workspaces ready to go ● Product Launch ○ Many changes to site in single, possibly chained workspace ● Multimedia Stories ○ Isolated blog post with related media, taxonomy entities that can’t be published before the blog post
  • 13. ©2016 Acquia Inc. - Confidential and Proprietary Demo ● Create unpublished content on Live (note media is published even though content is not) ● Pull content to Stage ● Create new content on Stage with media (note media is not visible on Live) ● Send Stage workspace through workflow ● Publish Stage (note content and associated media has been pushed)
  • 14. ©2016 Acquia Inc. - Confidential and Proprietary Locking config entities ● Config Entities are not revisionable and, as a result, are not unique to workspaces ● Editing a config entity on the non-Live workspace will result in the Live site being changed ● To avoid confusion, WPS locks config entities from being edited entirely unless the user is on the Live workspace
  • 15. ©2016 Acquia Inc. - Confidential and Proprietary Locking content entities (locked states) ● Introducing states and transitions (workflows) to Workspaces made us define what a “Published” workspace is exactly ● We decided that workspaces in certain states should be locked ● Content Entities in workspaces that are in a locked states cannot be modified
  • 16. ©2016 Acquia Inc. - Confidential and Proprietary Roadmap ● Currently experimental (http://lightning.acquia.com/lightning-experimental-modules) ● Migrate to Content Moderation
  • 18. More information: http://lightning.acquia.com/blog/introducing-workspace-preview-system Link to this presentation: https://docs.google.com/presentation/d/17wb-qHhCZLTHzs4irsNXnUHBN7ps-iSpANuGVSuAhkQ/edit?usp=sharing Thank you