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Plone 3 Intranets

Book Description

A step by step guide to understand the features and concepts of testing applications using Visual Studio.

  • Install, set up, and use a corporate Plone intranet with ease

  • Secure your intranet using Plone's out-of-the-box features

  • Explore the most useful add-ons for your intranet and learn how to use them

  • Clear, step-by-step instructions, practical examples, and straightforward explanation

In Detail

Plone is widely used for creating feature-rich and secure enterprise intranets. Each company has different goals, architecture, hierarchy, and size and requires a very different intranet to manage its business. No matter what size, or what purpose, Plone offers solutions to the most common intranet needs, and more.

If you've never built an intranet before, you don't even have programming skills, or you don't have any experience with CMSs, this practical guide targeted at people with no previous experience with Plone is the most suitable book for you. Starting from scratch, it will show you how to design and build a feature-rich, secure corporate intranet easily, by optimizing the features of Plone. It will guide you from the initial setup through Plone basics, security, and workflow-related topics, ending with the most common deployment techniques. It will help you learn how to use content types effectively for your intranet. You will learn how to manage the life cycle of your documents and content in general using workflows. It will teach you how to manage security and access to your content granularly. You will learn to manage local users, and get to know about the mechanisms that Plone makes available to the users to manage their data.

This step-by-step book will also show you how to choose the right add-on products for your site, and how to enhance your intranet by using them efficiently. At the end, you will learn how to deploy your intranet and make your site live for your users.

Build your own Plone-based intranet easily and successfully by focusing on effective usage of content type, security, content life cycle, and suitable Plone add-ons

Table of Contents

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