Plone 3 Intranets

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