Plone 3 Intranets

Plone 3 Intranets
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Table of Contents
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 312 pages [ 235mm x 191mm ]
Release Date : August 2010
ISBN : 1847199089
ISBN 13 : 9781847199089
Author(s) : Víctor Fernández de Alba
Topics and Technologies : All Books, CMS and eCommerce, Content Management (CMS), Open Source, Plone, Python

Table of Contents

Chapter 1: Introduction to Plone
Chapter 2: Getting Started
Chapter 3: Managing our Content
Chapter 4: Configuring our Site
Chapter 5: Managing Users, Groups, Roles, and Permissions
Chapter 6: Managing Workflows
Chapter 7: Securing our Intranet
Chapter 8: Using Content Type Effectively
Chapter 9: Intranet Add-on Products
Chapter 10: Basic Product Development
Chapter 11: Content Rules, Syndication, and Advanced Features
Chapter 12: Theming our Intranet
Chapter 13: Deploying our Intranet
  • 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.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 Editor
        • Windows
        • Linux
        • MacOSX
      • Enabling external editing
      • 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 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

Víctor Fernández de Alba

Víctor has been an IT architect at UPCnet, the Barcelona Tech University (UPC) IT company since 2001. He has led the design and technical architecture of the more than 100 projects undertaken by the UPCnet Plone Team since its inception in 2004. He has taught Plone to non-technical end users at the university several times. This allowed him to use this close experience with users to improve the usability of web projects developed by his team. He also writes manuals about Plone targeted at end users.

The flagship project of the UPCnet Plone Team is Genweb UPC. This project allows deploying a fully featured, theme customized, and end-user ready site in a few short steps. It has helped to launch more than 200 Plone-powered sites at the university including departmental websites and intranets, university services, faculties sites, and other entities. In December 2009, the UPCnet Plone Team finished one of its more ambitious projects and the main website of the Barcelona Tech University became a reality. It was developed focusing on scalability, high performance, and usability using Plone.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Get to grips with installing Plone and all its dependencies
  • Easily set up your Plone site and optimize it to work as an intranet
  • Manage users and groups, and use local and global roles to manage content access
  • Create and modify Plone workflows and learn how to use them
  • Explore the most common security use cases in an intranet and learn how to deal with them in Plone
  • Make effective use of content type and some of the out-of-the-box Plone features to work for your intranet
  • Enhance your intranet with useful add-on products, like corporate blogs, message boards, document preview helpers, and so on
  • Give a fresh, standing-out look to your intranet with attractive themes
  • Deploy your intranet and make your site live

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


This is a step-by-step guide, from installing your first Plone instance to deploying your intranet. Each chapter will show you an essential aspect that your intranet should have. However, each chapter is isolated enough to serve as a reference manual for later use. The book is packed with examples and useful screenshots for easy learning.

Who this book is for

This book is for anyone who needs to build an intranet with no limits on capabilities or features. Even if you don't have previous CMS experience or programming skills, this book is for you. Targeted at beginners with no previous experience with Plone, this book will teach you step by step and at the end you should have a full-featured, reliable, and secure intranet.

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