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www= .website.com

Launched On: 17 October 2001

 <= /o:p>

 

 

Website Standard Operating Procedure

 

Last Updated: 28 November 2001=

 

 

 

INDEX

A. Overview.. 1

General Information<= o:p>

 

B. Account Details. 1

URL, username, password, etc.

 

C. General Procedures. 2

  1. Important Notes
  2. Common, Basic CVS Commands
  3. The Most Important Step
  4. Creating a New Directory
  5. Adding a New HTML File
  6. Updating and Editing an HTML File
  7. Adding a New Image File
  8. Changing/Editing Image Files
  9. Porting the Changes from Linux to the “Live” Site<= o:p>

 

D. Directories & Directory Structure. 4

1.  Overall Site Structure

2.  “CVS”=

3.  “website”

4.  “ssi”=

5.  “graphics”

6.  "newsroom"

7.  "partners"

8.  "people"

9.  "process"

10. "products"

 

F. General Tasks

  1. Status Reports
  2. Documentation
  3. Site Review

 

E. File Descriptions & Lists. 6

1.  ../website/

2.  ../website/newsroom/

3.  ../website/partners/

4.  ../website/people/

5.  ../website/process/

  1. ../website/products/
  2. ../website/ssi/

 

F. General Tasks

  1. Status Reports
  2. Documentation
  3. Site Review

<= span style=3D'text-decoration:none'> 

G. Script/s. 10

  1. Editing the “Contact Us” Email Form

 

H. Others. 10<= /o:p>

  1. Other File Types
  2. Links to External Sites
  3. Large Image Files

 

I. Software Help for the Uninitiated. 10

  1.  Quick Start guid= e to SecureCRT for the uninitiated.
  2. UltraEdit

 

 

A. Overview=

  1. i.      =             &nb= sp; When he/she types in www.website.com, the visitor w= ill be brought directly to the site, or

    ii.      =              When he/she types in www.the_company.com, he/she will arri= ve at a splash page where there is a link that will take him/her to the starting = page of the banking site (see Item D.3.2.iii. and D.8.2. below for more details).

    1. BEFORE attempting to make any chang= es to the contents of the site.
    2. NEVER be overlooked, ignored or “forgotten”.

     

    B. Account Details

    Notes:

    This section assumes that the user has access to linux= and has his/her own username and password.

     

    URL

    http://www.website.com

     

    Username

    Use your own username to log in to linu= x.

     

    Password

    Use your own password for linux to log = in.

     

    Path

    linux:(your port)/www/htdocs/website/

     

    Server

    192.168.168.10

     

    C. General Procedures

    1. Important Notes

    1.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      In order to update and maintain the site on = the server, you will need some knowledge of HTML.

    1.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      You will also need to know how to use UltraE= dit and SecureCRT or Putty (software and hacks available from \\Bacchus\Installers).

    1.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Ensure that you have an environment set up f= or you that supports CVS. Please check with the System Administrator for assistance.

    1.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Have UltraEdit and SecureCRT installed in yo= ur local machine.

    1.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      To avoid version conflicts, the server has b= een set up to support CVS updates. If you have been set up with a CVS environme= nt, you will receive an email whenever a change has been made to a file or the directory structure.

    1.6.<= span style=3D'font:7.0pt "Times New Roman"'>      =      The System Administrator has also set up a C= VS command that will automatically implement all the updates/changes (which ha= ve been made in linux) to the files/directory in the remote server.

    1.7.<= span style=3D'font:7.0pt "Times New Roman"'>      =      All filenames and directory names are case-sensitive.

    1.8.<= span style=3D'font:7.0pt "Times New Roman"'>      =      New directories must be created under the ro= ot directory, and new files must be located within these directories.

    1.9.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Please ensure that you give ALL new files and directories, names whi= ch are in LOWER CASE.

     

    1. Common, Basic CVS Commands

    CVS has= been implemented for the maintenance of this site for a number of reasons. First= ly, it requires anyone and everyone involved in the site’s maintenance to= be EXTREMELY disciplined. It also provides a very good safeguard against (file) version conflicts. If CVS procedures are CAREFULLY and RELIGIOUSLY followed, anyone who has to modify any file can always be sure of having the latest version of a file to work on.

    &n= bsp;

    Any (fi= le) version conflicts can be tracked, listed and documented so that the right version can always be implemented.

    &n= bsp;

    CVS all= ows us to track WHO made changes to WHICH files. It also allows us to track even the most minute change to any single file by means of an email report which is sent out to everyone who is on the Banking CVS mailing list= .

    &n= bsp;

    All thi= s means that the site can be efficiently and ACCURATELY maintained by more than = one person so it pays to properly use CVS, and to be disciplined abo= ut it.

     

    You will frequently use the following commands in the course of maintaining the site with SecureCRT (or Putty):

     

    2.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      cvs up or cvs update= – You should always run this command BEFORE making any changes/additions to the site. Failure to do so may result in yo= ur not having the latest files to work on.

    2.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      cvs commit – You MUST always run this command AFTER you have made any changes/addition= s to the site. Failure to do so will result in the changes not being made availa= ble to other people who may be working with the files, and/or the changes not b= eing made available on the live site.

    2.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      cvs add – You must run t= his command everytime you add a new im= age file, a new html file or a new directory. This command should ALWAYS be done BEFORE you run a cvs commit. (If you are using SecureCRT, you will be promp= ted to run cvs commit after you have run cvs add.) You MUST run cvs add for each individ= ual new file/directory.

    2.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      sync-banking – This is a special command. It should be used ONLY when you are certain that all chang= es you have made to the site are correct and ready to go “live” details on how and when to run this command will be described in C.9. below= .

    2.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      exit – Use this command = to end your working session and to log out of linux.

     

    Notes:

    You can execute any of the= first three commands, change directories and execute any of the three commands ag= ain and so on without having to exit or shutdown SecureCRT (or Putty). You shou= ld only execute the “exit” command when you have finished your wor= k.

     

    1. The Most Important Step

    BEFORE attempti= ng to make ANY sort of change to the fil= es or directories, you MUST ALWAYS= follow this procedure WITHOUT FAIL!= !!:

    3.1&= nbsp;           &nbs= p; Start up SecureCRT= or Putty and log into linux using your username and password.

    3.2&= nbsp;           &nbs= p; Navigate your way = to the site’s root directory (//www/htdocs/website/).

    3.3&= nbsp;           &nbs= p; At the prompt, typ= e:      cvs up=

    3.4&= nbsp;           &nbs= p; Allow the programm= e to run until you see the prompt again. You may log out and proceed to make cha= nges to the files/directories after this.

     

    1. Creating a New Directory

    4.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      BEFORE creating a new directory, please ensure that you complete C.3.1. through to C.3.4.

    4.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      You can use SecureCRT or Windows Explorer to create a new directory (folder).

    4.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      You can create a directory anywhere within t= he root directory or any of the sub-directories.

    4.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      AFTER you have created a directory, you MUST= :

    i.      =             &nb= sp; Start up SecureCRT (or Putty) and navigate y= our way to the directory in which you were working, e.g. if you have created a = directory named “news” under the sub-directory “newsroom”, you should navigate your way to the “newsroom” sub-directory.

    ii.      =              At the prompt, type:      cvs add followed by the name= of the directory

    iii.<= span style=3D'font:7.0pt "Times New Roman"'>      =            When you see the prompt again, type:        &= nbsp;  cvs commit followed by the name of the directory

    iv.      =           At the prompt, type a clear and detailed description of the change which you have made (in this case, added a new directory).

    v.      =             After you have finished typing your descript= ion, hold down the “Control” key on your keyboard and type:        &= nbsp;  x

    vi.      =           At the next prompt, type:         y<= /p>

    vii.<= span style=3D'font:7.0pt "Times New Roman"'>      =          At the next prompt, hit “Enter” = on your keyboard.

    viii.=       =        At the next prompt, you can end your session= by typing:      exit

     

    Example:

    For the above scenario, the following is a line-by-line account of what you would actually type each ti= me you see a prompt (assuming that you have already logged in and navigated yo= ur way to the appropriate sub-directory, which is “newswoom”):

     

    cvs add news

    cvs commit news

    Added new directory named “news” to contain new html on special news.

    (Ctrl +) x

    y

    (Enter)<= /p>

    exit

     

    4.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Follow the above procedure for each new directory you create and be sure to navigate your way to the correct directories and to type in the correct (case-sensitive) directory names.

     

    1. Adding a New HTML File

    The procedure for adding a= new html file is the same as creating (adding) a new directory. For example, you have created a new html file called “newsflash.html” in the “news” sub-directory, which is a sub-directory of “newsroom” directory. You would therefore start up SecureCRT (or Putty) and navigate your way to the “news” sub-directory and ty= pe the following (line-by-line at each new prompt):

     

    cvs add newsflash.html

     

    cvs commit newsflash.html<= /p>

     

    Added a new HTML file call= ed “newsflash.html” which is located in //www/htdocs/website/newsr= oom/news/. The content of this file must always be updated with the latest news whenev= er it occurs.

     

    (Ctrl +) x

     

    y

     

    (Enter)<= /p>

     

    exit

     

    1. Updating and Editing an HTML File

    Notes:

    You can use a normal text = editor to edit any html file. However, it is recommended that you use UltraEdit because UltraEdit automatically creates a backup of the file on which you a= re working, whenever you do a “save”. In addition, UltraEdit has a (html) tag highlighting feature which makes editing easier.

     

    You will note that the pro= cedure cvs commit procedure described below is the same as what you would do after adding a new directory or file.

     

    6.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      BEFORE updating or editing any html, please ensu= re that you complete C.3.1. through to C.3.4.

    6.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Start up UltraEdit (or any text editor) and = open the html that you want to work on.

    6.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Make your changes, making sure to check how = the page appears on Netscape Navigator 4.70 and Microsoft Internet Explorer 5.0 (up).

    6.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      After having made your changes and ensuring = that you are satisfied with the changes, you may exit UltraEdit (or your text editor).

    6.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Start up Secure CRT (or Putty) and navigate = your way to the directory and file which you were working in/on (e.g. barclays.h= tml in the “newsroom” directory”).

    6.6.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the prompt, type:            =    cvs commit barclays.html

    6.7.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type a detailed descript= ion of the change/s which you have made. If you have made many changes, it is recommended that you list down each change.

    6.8.<= span style=3D'font:7.0pt "Times New Roman"'>      =      After you have finished describing your chan= ges, hold down the “Control” key on your keyboard and type:        &= nbsp;        x

    6.9.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type:            =       y

    6.10.=       = At the next prompt, hit “Enter” on your keyboard.

    6.11.=       = At the next prompt, you can end your session by typing:            =    exit

     

    1. Adding a New Image File

    Notes:

    All graphics to be used on= the site must be saved in the following directory:

    //www/htdocs/website/graph= ics/

     

    You can use any graphics s= oftware to create a new image file. However, remember to keep the file size as smal= l as possible, and to save the it in .gif or .jpg format inside the CORRECT directory.

     

    If you are given a new ima= ge file, ensure that the file is copied into the C= ORRECT directory. You can use any graphics software or Windows Explorer to copy the file into the directory.

     

    Each time you add a new im= age file, you MUST go through the procedure below for each individual file (e.g. adding a file called “new.gif”):

     

    7.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Start up SecureCRT (or Putty) and navigate y= our way to //www/htdocs/website/graphics/

    7.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the prompt, type:      cvs add new.gif

    7.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type:         cvs commit new.gif

    7.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type a description of the graphic, its purpose and/or the pages where it will be used.

    7.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      After you have finished typing your descript= ion, hold down the “Control” key on your keyboard and type:       x

    7.6.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type:         y<= /p>

    7.7.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, you can end your session= by typing:      =          exit<= /p>

     

    1. Changing/Editing Image Files

    Notes:

    All graphics to be used on= the site must be saved in the following directory:

    //www/htdocs/website/graph= ics/

     

    You can use any graphics s= oftware to edit an image file, however, you must always save the file in .gif or .j= pg format.

     

    If you are going to overwr= ite an existing file, please ensure that you backup the old file BEFORE you overwrite it.

     

    If you are given a file to= copy OVER an existing file, please ensure that you backup the old file before replaci= ng it. You can use Windows Explorer to rename the old file and to copy over the new file and give it the original name of the file which is being replaced.=

     

    AFTER you have changed/edi= ted the image file, you should start up SecureCRT (or Putty) and execute the cvs co= mmit command to effect the change. However, if the file has been saved under a DIF= FERENT name, you should go through the procedure described in Item C.7. above because the file would essentially be a NEW fi= le!!!

     

    Example:

    You have changed/edited/overwritten “old.gif”

     

    8.1.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Start up SecureCRT (or Putty) and navigate y= our way to //www/htdocs/website/graphics/

    8.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the prompt, type:      cvs commit old.gif

    8.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type a description of the change you have made to the file, and if possible, the name of the backed up file and its location.

    8.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      After you have finished typing your descript= ion, hold down the “Control” key on your keyboard and type:       x

    8.5.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, type:            =       y

    8.6.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the next prompt, you can end your session= by typing:      exit

     

    1. Porting the Changes from Linux to = the “Live” Site

    BEFORE porting any changes to the “live” site, please ensure that all changes have been (cvs) committ= ed.

     

    The process for porting changes to the “live” site has = been simplified and “automated” by Philippe Chiasson.

     

    To port the changes, please follow the procedure below:<= /span>

     

    9.1.=            St= art up SecureCRT (or Putty) and navigate your way either to the root directory (//www/htdocs/website/), OR the directory in which you were working.

    9.2.<= span style=3D'font:7.0pt "Times New Roman"'>      =      At the prompt, type:            =    sync-banking

    9.3.<= span style=3D'font:7.0pt "Times New Roman"'>      =      Hit the “Enter” key on your keyb= oard and wait for messages on the screen to stop scrolling.

    9.4.<= span style=3D'font:7.0pt "Times New Roman"'>      =      After the messages have stopped scrolling, at the prompt, you can end your session by typing:          &= nbsp;     exit

     

    D. Directories & Directory Structure=

    1. Overall Site Struct= ure

    Notes:

    The sub-directories containing html files correspond in general to the sub-categories in the left navigation bar of the web pages.<= /p>

     

    Those who are unfamiliar with CVS will find sub-directories (folders) named “CVS” in the root directory and every other sub-directory of the site. More details about these sub-directo= ries are covered in Item D.1.1. bel= ow.

     

    Hierarchical View:

    Level 1  &nb= sp;  –        www

    Level 2  &nb= sp;  –        htdocs

    Level 3  &nb= sp;  –        website (root directory)

    Level 4  &nb= sp;  -        CVS (cvs sub-directory)

    -  &nbs= p;     graphics (sub-directory containing image files)

    -  &nbs= p;     newsroom (sub-directory containing html files & a CVS sub-directory)

    -  &nbs= p;     partners (sub-directory containing html files & a CVS sub-directory)

    -  &nbs= p;     people (sub-directory containing html files & a CVS sub-directory)

    -  &nbs= p;     process (sub-directory containing html files & a CVS sub-directory)

    -  &nbs= p;     products (sub-directory containing html files & a CVS sub-directory)

            &= nbsp;          -        ssi (sub-directory containing ssi files & a CVS sub-directory)