Plone 3 Intranets

Description

Cover Copyright Credits About the Author About the Reviewers Table of Contents Preface Chapter 1: Introduction to Plone What does Plone give me over other CMS solutions? First surprise: Not PHP, Python Second surprise: Not RDBMS, the mighty ZODB The Plone community Public websites, intranets, extranets, and the thin line between them Summary Chapter 2: Getting Started Plone versions Installing Plone zc.buildout requirements Quick start for the impatient Plone unified installers Windows Linux Mac OS X Buildout Distribute, setuptools, and eggs PasteScript and ZopeSkel Running buildout Buildout directory structure Setting up buildout.cfg The buildout section The zope2 section The instance section The zopepy section Launching Zope Summary Chapter 3: Managing our Content Plone visual layout structure Header Columns Content Footer Anonymous versus logged in Content management tabs Content structure Adding content Standard Plone content types Content metadata Content settings Managing content Displaying views Managing portlets Summary Chapter 4: Configuring our Site Plone control panel Mail control panel Site Users and groups Security Types Add-on products Content rules Maintenance Errors HTML filtering Language Markup Wiki formatting Navigation Search Theme Zope Management Interface Control panel Database management Product management Placeless translation service Plone site—ZMI point of view Installing new add-on products As an egg via buildout As a Zope 2 add-on product Summary Chapter 5: Managing Users, Groups, Roles, and Permissions One vision Security entities Roles Global and local roles Permissions Global Zope user accounts User self-registration Managing users and groups The user registration form Managing users Managing groups Recovering user password More control: managing ZMI Administering users via ZMI Administering groups via ZMI Administering roles via ZMI The sharing tab Local role inheritance Summary Chapter 6: Managing Workflows Workflow entities States Transitions Guards Permissions Assigning local roles to groups Scripts ZMI workflow management Out-of-the-box workflows Simple publication workflow Community workflow Community workflow for folders One state workflow Intranet workflow Intranet workflows for folders Workflow diving States Transitions Variables Worklists Scripts No workflow and multiple workflow use cases Some useful workflow tools DCWorkflowGraph collective.wtf collective.workflowed Placeful workflow Best practices Make an initial blueprint first Avoid developing on production servers Start from an existing workflow copy Use the tools shown for debugging Test our workflow Summary Chapter 7: Securing our Intranet Global or local roles? Using global roles Using local roles Designing a sustainable role policy A policy example Restricting the use of the Manager role Creating system administrator users for the Zope instance Creating additional manager users of the Plone site Granting other role permissions restricted to Managers Local role delegation Allowing non-managers to administer local roles Choosing a workflow for our intranet Restricting access to authenticated users Building an example intranet workflow Private state Draft state Intranet state Transitions Managing private content Creating private sections Workgroup areas Third-party add-on products Adding roles to the Plone UI Using a custom product Using collective.sharingroles Summary Chapter 8: Using Content Type Effectively Designing our intranet information architecture Using collections Creating a collection Table of contents Next/previous navigation Presentation mode Enabling the presentation mode Formatting a slide Third-party content types—best practices A few golden rules Ordering the "Add new" content type menu Content type superseding Mantaining usability Upgrades Summary Chapter 9: Intranet Add-on Products Calendaring and extended events Plone4ArtistsCalendar Installation Features vs.event Installation Features Form generators PloneFormGen Installation Dependencies How it works Field types Action adapters Other content types in a form folder Extensibility and third-party products for PFG Captcha integration Blogs Quills Installation Features Quills portlets Configuring the blog Scrawl Installation Features Discussion board PloneBoard Installation How it works Adjusting permissions on Ploneboard for intranet use Polls and surveys PlonePopoll Installation How it works Plone Survey Installation How it works Document files management ARFilePreview and AROfficeTransforms Installation Features Additional software required OpenXML Installation Dependencies Summary Chapter 10: Basic Product Development Building our own product Naming our product Creating the egg Anatomy of a Plone product egg Egg documentation files Egg setup files Main product content ZCML configuration files Making the product installable The power of GenericSetup Snapshots Importing and exporting a particular product profile Comparing snapshots and product profiles Importing GenericSetup profiles from a product Cloning content types via GenericSetup Using a product to configure security Defining role map assignment to permissions Creating new workflows or modifying existing ones Dexterity Summary Chapter 11: Content Rules, Syndication, and Advanced Features Content rules Adding a new rule Assigning rules to folderish objects Making any content type rule aware Syndication Enabling folder syndication Accessing a secure RSS feed Versioning Changing versioning policy WebDAV Managing WebDAV access permissions External editing Installing the external edition Windows Linux MacOSX Enabling external edition Modifying helper software Summary Chapter 12: Theming our Intranet Diving into Plone's page rendering Acquisition from parents Plone skins tool Skins and layers Acquisition in skin layers Zope page templates TAL METAL Viewlets Managing viewlets Composing a Plone page Rendering the main_template.pt page template Resource registries CSS resource registry JavaScript resource registry Theming using third party add-on products GloWorm—add-on product for viewlet customization Installation Using GloWorm CSSManager—add-on product for CSS and basic properties customization Installation Using CSSManager CSS customization with base_properties sheet Changing the logged-in tabs' attributes Custom theme add-on products Building our own theme add-on product Installing the product Customizing Plone skin layer resources Enabling CSS debug mode Customizing the site logo Customizing the logo image and adding a new one Customizing the plone.logo viewlet Customizing Plone CSS Resetting Plone CSS More about customizing viewlets Using Generic Setup to customize a theme Theming—best practices Summary Chapter 13: Deploying Our Intranet Deployment buildouts Buildout base configuration Adding a versions file Caching extended configuration Using the newest directive Adding ports and hosts names sections Adding process owners section Changing the ownership of buildout folder Common administration tasks Backing up and restoring database Database packing Rotating the log files Scheduling Virtual hosting VirtualHostMonster Virtual hosting a root domain Virtual hosting a domain subdirectory Small intranet deployments Monolithic Zope Performance Scalability Buildout for small deployments Small deployments layer diagram Medium intranet deployments ZEO (Zope Enterprise Objects) Adding a ZEO server to our buildout ZEO clients Scalability Performance Adding ZEO clients to our buildout Load balancer Supervisor to rule them all Using Supervisor Modifying the web server settings Medium deployments layer diagram Large intranet deployments Adding cache to our deployment Products.CacheSetup add-on product Cache server Building and configuring Varnish Default VCL configuration template file Modifying the web server settings Spanning services in separate servers Increasing the ZEO client instances Updating balancer configuration Setting LDAP as an external user database Large deployments service layer diagram Summary Index