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Closing the Bridge Between Marketing and Technology, By Luis Fernandez

OpenCMS for real-world teams: Editorial Workflow Lessons

Posted on February 13, 2007October 17, 2025 By Luis Fernandez

Do your editors still email Word files around and hope nobody overwrites them? Are you brave enough to hit the publish button at 6 pm after a long day of fixes? If your site runs on OpenCMS and your team is larger than five people, you probably feel the friction between real content work and the way the tool expects you to move. I have been getting the same questions from clients on Tomcat and MySQL, so here are the lessons that made our editorial workflow boring in the best way. No magic, no buzzwords, just things that survive a busy Monday.

Short version: design for the people, then bend OpenCMS to match them, not the other way around.

Why editorial workflow still trips teams

OpenCMS gives you offline and online projects, a publish queue, roles and permissions, history, and a good enough WYSIWYG with FCKeditor. On paper that is plenty. In practice the cracks show when news needs to move fast or when legal wants to approve homepage copy while marketing wants to push a promo at the same time. The default role names are vague to non technical folks, projects multiply, and content gets stuck waiting for someone who is out for lunch. The fix lives in three moves: name the process in plain language, keep the number of steps short, and map that to groups and projects you can explain on a whiteboard.

People remember names they helped choose.

Set roles and permissions for real job titles

Create groups that match your org chart: Authors, Editors, Publishers, and Admins. Give Authors write in the offline project and deny publish. Give Editors write and approve in a shared Staging project. Give Publishers access to publish and the right to schedule. Keep Admins out of daily content unless there is a fire. Hook these to LDAP or Active Directory so you do not babysit accounts. One client saved hours a week just by connecting OpenCMS to AD and letting HR data drive who sits in which bucket. The rule is simple: if a role is not a real job, it does not get a group.

Permissions work best when nobody needs a diagram to understand them.

Keep the flow to two steps

You can design a five step approval ladder, but you will regret it the first time someone travels. Most teams thrive with a two step flow: Draft in offline by Authors, then Review in Staging by Editors, then Publish by Publishers. Treat legal or brand review as a person inside the Editor group, not a separate step. Use the built in Tasks and Notifications for handoffs, and keep the subject lines short. If a different site area needs a different path, create a second Staging project just for that area. You can still report on everything from one place while keeping risks separated.

Short beats fancy when deadlines are real.

Structured content is your best friend

Templates are not only for looks. Push your editors into structured content with XML content definitions, categories, and fields for title, summary, body, image credit, and related links. This makes review faster and search friendlier, and it kills the copy paste mess from Word. It also turns big homepage swaps into small safe edits because a block is a block. Training is easier too. New editors learn what matters because the form makes it obvious. When someone asks for free form HTML everywhere, say no and show them how structured fields keep tone and layout steady without slowing them down.

Freedom is great until it breaks the front page.

Versioning and rollback save your Friday

OpenCMS keeps a solid version history and compare tool. Use it. Make it a habit to label important versions with notes like Homepage before March promo. During review, ask Editors to compare diffs instead of eyeballing the preview and guessing. Publishers should always publish in small batches and leave a clear comment in the publish log. When something goes wrong, being able to roll back a single article without touching the whole site is the difference between a deep breath and a long night. If you need extra comfort, snapshot the database before big launches with a simple script.

Good logs beat long meetings.

Staging is not a folder, it is a promise

Your Staging project should mirror your site exactly and be the only place where Editors approve content. Do not let Authors drop files into Online or sneak images into a shared folder nobody watches. Enforce that with folder level permissions and clear naming. Keep a separate Staging for microsites if they ship on their own rhythm. If you have a QA team, give them read on Staging and a simple checklist. OpenCMS link management is helpful, but broken links can still creep in when assets move between projects. Make broken link checks part of the review, not a surprise on go live.

One clean gate beats three half open ones.

Publishing speed and the cache question

On a busy news day, publish time matters. OpenCMS on Tomcat with MySQL runs well if the publish queue stays small and templates cache smartly. Use the static export for sections that barely change and keep dynamic bits as includes that draw live data. If marketing pushes a rotating banner every hour, isolate that widget so Editors can swap it without republishing a whole section. Measure average publish time and keep it under two minutes for typical batches. If it grows, check template logic before you blame hardware. Heavy JSP loops and over eager queries hurt more than the CMS itself.

Fast publishes make brave teams.

Training that sticks

Do one short training for each role and record it. Authors need to know where drafts live, how to use FCKeditor without bringing in Word junk, and how to assign categories. Editors need a checklist for review and the compare view. Publishers need to know what a safe batch looks like and how to read the publish log. Give everyone a one page cheat sheet with the names of the projects, group contacts, and a link for password resets. Put it in the CMS itself as a hidden page. The best training is the one nobody has to schedule twice.

Teach the flow once, name it well, and let it run.

What to watch and what to skip

Track three numbers weekly: time from draft to publish, items stuck in review over two days, and rollbacks after publish. If any of these climb, your flow is either too long or too fuzzy. Fix with group changes, not more steps. Skip the temptation to customize every screen. The more you change core screens, the harder upgrades get. With OpenCMS 7 on the horizon and new CMS releases flying around after the Office wave, you want to stay close to stock where it counts. Save your custom work for templates, content types, and small helpers like a dashboard that shows what is due today.

Measure what slows people, not what looks fancy in a chart.

When to say no

Say no to three parallel approval paths, no to free form HTML in random places, and no to giving publish rights as a favor. Say yes to clear groups, yes to structured content, and yes to a small number of projects with strong names. If someone pushes for more steps because something once slipped through, look at the log, fix the role or the template, and move on. More steps make everyone slower and do not make the site safer. Teams that publish daily grow trust by shipping small and often with clear notes.

Protect the flow and the flow protects you.

Final thought for busy teams

OpenCMS can carry a newsroom or a marketing site if you tune it for people and keep the workflow short. Map real job titles to clean groups, keep Staging as a single gate, and lean on structured content so reviews are about words and not layout. Watch your publish times and teach your team how to read version history. If you still store headlines in Word on a shared drive, that is your first migration. The tools will keep changing, Firefox updates will keep landing, and new CMS names will keep popping up, but these habits will make next month lighter no matter what shows up on your tech radar.

Simple rules beat clever setups when the clock is ticking.

Content Management Systems Engineering Management Marketing Technologies Software Engineering Technical Implementation

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