Best Practices for Sitecore Implementation

Sitecore is one of the most powerful and most flexible enterprise content management systems available for marketers today! It offers reduced IT expenditure, a streamlined content life-cycle as well as gives content control to the subject matter expert.

Here’s a low down on the best practices for Sitecore Implementation:

Regarding Data Templates

• Naming Conventions

Data templates and fields are generally named in a certain way, making it easy for business users and content authors to identify and understand them in a consistent manner. Ideally, base templates must begin with ‘_content’, and naming conventions must be followed for each template, basis the need.

• Folder Structure

Apart from the above-mentioned point, it is also important to move base templates into a separate folder to clearly identify what is used directly by content items, and what is used for inheritance purposes!

In this case, the Helix principles must be adopted. Helix provides a set of guidelines for your Sitecore projects, and improves the efficiency of your projects, reduce costs and time to market. As more and more people and organizations adopt the Helix conventions and principles, it is soon to become a Sitecore standard.

• Template Inheritance

It is significant to review existing inheritance models and create new templates to use as base template, wherever it’s appropriate. This also helps in avoiding cyclic template inheritance.

• Standard Values

Templates must feature Standard Values, wherever it’s necessary. For instance, the items must be governed by workflow processes or represent a front-end page with presentation details! It is recommended to set the presentation details on the standard values of data templates.

• Insert options

There are some items that would benefit from setting ‘Insert Options’ on their templates’ standard values.

• Use Tokens

Tokens such as $name reduce the amount of text that a content author is required to enter.

Here’s a list of available Sitecore tokens:   

1. $name: Is replaced with the name of the created item

2. $date: Is replaced with the current date    

3. $time: Is replaced with the current time   

Content Tree Items Best Practices:

• Content Structure

Even though every website has a content tree structure of its own, having a structure that closely mimics that of the website, allows for navigation controls and security rules to be easily created, and simplifies the task of finding items. As standard practice, we would not recommend having more than 100 items under any item node.

• Limit the number of versions:

Items should not exceed more than 10 versions.

• Previewing new items

Previewing newly-created content with no data in fields, should not cause any server errors.

• Bucketing

Avoid bucketing if the content tree has <100 items. Bucket is an item that stores “hidden” content. As Items are indexed, performance is drastically improved, while loading the site and rendering the content tree.

Presentation Layer Best Practices:

• Limit the number of layouts
  
  Sitecore recommends that there is one layout per website, per device
• Static binding
  
  Components that are always the same across the site, such as the header and footer, have to be statically bound to the layouts and sub layouts.
  
  
• Dynamic binding
  
  Consider modifying components and layouts to include dynamic placeholders. so that components can be added to the page by content authors. This will allow the solution to be more extensible to use new features, including personalization in DMS.
• Placeholder Settings
  
  Once Experience editor is in full use, review the placeholder settings. Consider adding new placeholder settings and limit the components for each placeholder.