πŸ”§ Veeva CLM Generator & Workflow for building iRep Presentations.
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README.md

Veeva

NPM version Build Status npm

This npm package was developed to centralize core functionality and worklfow processes for building Veeva iRep CLM Presentations.

If you're developing and managing several client Veeva CLM projects, then you know it's cumbersome to introduce new functionality (outside of content) when your code-base is inconsistent across multiple repositories.

πŸ”— Veeva CLM Example

Features

  • Define Veeva CLM presentations in one central configuration.yml file
  • Template and partial system using Assemble.io
  • SASS compilation
  • Relative link conversion to veeva: protocol links
  • Automatic screen shot, thumbnail, and zip file generation
  • iRep control file generator based on configuration.yml file
  • Vault Multichannel .CSV generator based on configuration.yml file
  • Development Mode: - Watch, rebuild, and reload Key Messages locally in your web browser

In This Documentation

  1. Getting Started
  2. File Structure
  3. Working with the Source Files
  4. Options & Settings
  5. Gulp Tasks & Workflow
  6. Troubleshooting & FAQ

Getting Started

Dependencies

Install the following prerequisites on your development machine.

Quick Start

$ npm install veeva --save

Setup

Once the npm install has completed, the following file structure below will need to be placed into your project root directory. For a complete working example, please reference Veeva CLM Example

File Structure

Add your files to the appropriate app sub directories. Gulp will process and compile them into build.

Notes:

  • Key Message naming convention is set as the following: product name-Key Message Name
root/
|β€”β€” app/
|   |β€”β€” assets/
|   |   |β€”β€” scss/
|   |   |β€”β€” js/
|   |β€”β€” templates/
|   |   |β€”β€” includes
|   |   |β€”β€” layouts
|   |   |β€”β€” pages
|   |   |   |β€”β€” globals
|   |   |   |   |β€”β€” fonts
|   |   |   |   |β€”β€” images
|   |   |   |   |β€”β€” isi.hbs
|   |   |   |   |β€”β€” terms.hbs
|   |   |   |β€”β€” veeva-home
|   |   |   |   |β€”β€” images
|   |   |   |   |β€”β€” veeva-home.hbs
|   |   |   |β€”β€” veeva-overview
|   |   |   |   |β€”β€” images
|   |   |   |   |β€”β€” veeva-overview.hbs
|   |   |   |β€”β€” veeva-resources
|   |   |   |   |β€”β€” images
|   |   |   |   |β€”β€” veeva-resources.hbs
|   |   |   |β€”β€” veeva-sitemap
|   |   |   |   |β€”β€” images
|   |   |   |   |β€”β€” js
|   |   |   |   |β€”β€” veeva-sitemap.hbs
|
|
|β€”β€” configuration.yml
|β€”β€” gulfile.js
|β€”β€” package.json

Working with the Source Files

Sass

Sass files are located in app > assets > scss. Gulp watches and generates minified and unminified CSS files.

JavaScript

JavaScript files are located in the app > assets > js directory.

Assemble.io Templates

Template files are located in the app > templates.

Options and Settings

Configuration File

View full configuration.yml example

Inside configuration.yml, add Key Messages under the clm node.

clm:
  product:
  name: 'Product-Name'
  suffix: '-'
 primary:
  name: 'CLM-Presentation-ID'
  key_messages:
  - key_message: 'home'
    description: 'Home'
    display_order: '0'
    slides:
    - slide: 'home'
      id: '0'
  - key_message: 'overview'
    description: 'Veeva Test Overview'
    display_order: '1'
    slides:
    - slide: 'Veeva Test Overview'
      id: '2-0'
  - key_message: 'sitemap'
    description: 'Sitemap'
    display_order: '2'
    slides:
    - slide: 'Sitemap'
      id: '0-1'

Changing the Directory Structure

Inside configuration.yml you'll see a variable named paths. Adjust the paths to suit your workflow.

"paths": {
    "src": "app",
    "dist": "build",
    "deploy": "deploy",
    "tmp": "build/.tmp",
    "pages": "app/templates/pages",
    "layouts": "app/templates/layouts"
}

Gulp Tasks and Workflow

For a quick reference in your terminal:

$ gulp --help

Usage: gulp <task> [options]

TASKS
_________________________________________________________________________
$ gulp                      Default task that kicks off development mode
$ gulp build                Build task
$ gulp stage                Stage task
$ gulp veeva-deploy         Deploy task
$ gulp veeva-vault-stage    Generates a Veeva Vault Multichannel Loader .CSV file

OPTIONS
_________________________________________________________________________
    -a --all-key-messages  Include hidden Key Messages when staging and deploying
    -c --config            Show merged configuration
    -d --dry-run           Do not touch or write anything, but show the commands and interactivity
    -e --debug             Output exceptions
    -h --help              Print this help
    -k --key-message       Build, Stage, and Deploy single Key Message
    -v --version           Print version number
    -V --verbose           Verbose output
$ gulp

Runs the following workflow:

  • Assembles template files
  • Compiles Sass files
  • Copies project JS files
  • Copies the Veeva module JS dependencies
  • Copies images
  • Starts browserSync, watches for changes, and reloads browser when file changes are triggered
$ gulp build

Runs the following workflow:

  • Assembles template files
  • Compiles Sass files and minifies CSS
  • Uglfies project JS files
  • Copies the Veeva module JS dependencies
  • Copies images
  • Generates Veeva required thumbnails per Key Message
  • Enables deploy mode
    • Converts relative links to Veeva protocol links (Navigation, Click Stream events, etc.)
$ gulp stage

Runs the following workflow:

  • Runs the gulp build process
  • Generates individual Key Message zip files and places them into the deploy directory
  • Creates individual Key Message ctl files based on configuration.yml file details and places them into the deploy directory
$ gulp veeva-deploy

Note: this process uses FTP information stored in the configuration.yml file Runs the following workflow:

  • Uploads all .zip files sitting in the deploy directory
  • Once all of the .zip files have been uploaded, all .ctl files sitting in the deploy directory are then uploaded
$ gulp veeva-vault-stage

Runs the following workflow:

  • Generates a Veeva Vault Multichannel Loader .csv file based on configuration.yml details

Notes

  • Generated thumbnails (screen shots) only process .html files, so static Key Messages (i.e., pdf) will still need to have Veeva required thumbnails generated

Troubleshooting

If you're having issues with the Veeva Node Package, submit a submit a GitHub Issue.

  • Ensure you're running the correct node and npm versions specified in the package.json file
  • Make sure your configuration.yml file exists and is well formatted