Practical Plone 3: A Beginner's Guide to Building Powerful Websites电子书

Practical Plone 3

Table of Contents

Practical Plone 3

Credits

About the Authors

About the Reviewers

Preface

What this book covers

Part 1 – Background

Part 2 – I want to...

Part 3 – Now that I've got the basics, I'd like to learn how to...

Part 4 – My boss wants me to...

What you need for this book

Who is this book For

Conventions

Reader feedback

Customer support

Downloading the example code for the book

Errata

Piracy

Questions

I. Background

1. Introducing Plone

What is a content management system?

What is Plone?

Plone: the product

Plone: the framework

Plone: the community

Online

In the real world

What does it mean that Plone is open source?

Planning your web site

Audience

Outcomes

Content and site features

Business rules

Graphic design, branding, look, and feel

Integration with external systems

Hosting/deployment

Who will maintain and edit the site?

Summary

2. Installing Plone

Background

Downloading Plone installers

Installing on Windows

Running the Windows installer

Running Plone

Setting ports

Starting and stopping the Plone service

Customizing startup

The installation layout

Uninstalling

Installing on Mac OS X

Running the installer

Custom install options

Finishing up

Starting and stopping Plone

Uninstalling Plone

Installing on Linux

Installation options

Preparing your system

Extra packages

Downloading and unpacking the Unified Installer

Running the Unified Installer

Starting and stopping Plone

The installation layout

Installation options

Installation from source

The software stack: Python, Zope, and Plone

Traditional source install

A better build with buildout

Testing your installation

Summary

3. A Brief Tour of Plone

Logging into a Plone based site

Portlets

Navigating the home page

Logo

Site Map

Accessibility

Contact

Search

User link

Personal dashboard

Profile

Change password

Dashboard edits

Tabs on the Home page

Home tab

Users tab

News

Events

Breadcrumbs

My folder

Colophon

Summary

II. I want to...

4. Create Web Pages

Viewing site contents

Adding a new page

Title

Description

Body Text

Using the formatting tools

Bold and Italics

Left, center, and right align

Numbered and bulleted lists

Definition list

Indent text

Using the style menu

Examples of each style

Saving your work

Editing a page

Edit all parts of a page

Edit a single part of a page

Editing the HTML of a page

Using full screen mode

Creating hyperlinks

Internal Links

External Links

Linking to a specific part of a page: anchors

Defining the anchors

Linking to an anchor from a different page

Linking to an anchor on the same page

Working with images

Uploading an image

Inserting an image on a Page

Preparing images for the web

Controlling the layout of a page: tables

Publishing your work

Publishing a page

Publishing multiple pages

Publishing a folder

Summary

5. Add News Items, Events, Links, and Files

News items

Creating a news item

The news folder

Events

The events folder

Creating events

Using the vCal and iCal links

Links

Files

Adding a file

Summary

6. Structure Your Content

Real world information architecture tips

Structuring your content

Adding Collections to your site

Additional Collections

Restricting types of content

Moving content

Changing the order of pages

Summary

7. Safely Manage Different Versions Of Content

Introducing versioning

Creating a new version

Viewing the version history

Previewing previous versions

Comparing versions

Reverting to a previous version

Summary

8. Delegate Content Management to Other People

Creating users and groups

Creating a user

Allowing users to register themselves

Creating users with initial passwords

Roles and permissions

Contributor

Editor

Reader

Reviewer

Manager

Using groups to control security

Creating groups

Adding users to groups

Assigning roles to specific places in your site

Summary

9. Manage Approvals and Other Workflow for my Content

Background

Roles

States

Transitions

Changing your site's workflow

Understanding Plone's supplied workflows

Making our own collaboration workflow

Summary

10. Show Additional Information to Users and Visitors

What's a portlet, anyway?

Plone's built-in portlets

Add-on portlets

Adding portlets

Adding portlets to specific sections of your site

Adding portlets to specific content types

Adding portlets to specific groups of users

Hiding portlets for specific content objects

Unblocking portlets that have been blocked

Creating new types of portlets

Installing collective.portlet.tal

Adding a simple TAL portlet

Variable declaration

Conditionals

Choosing a random item

Filling in the value of an HTML tag

Attributes on an HTML tag

More information

Summary

11. Automate Tasks with Content Rules

Understanding content rules

Getting into action

Receiving an email when someone adds a page

Moving published news items to a top-level news folder

Triggering events

Conditions

Actions

Notify site users of a successfully-completed action

Summary

12. Control My Site's Configuration

The Plone control panel

Walk-through of each preference panel

Add/Remove Products

Calendar

Collection

Content Rules

Errors

HTML filtering

Language

Mail

Maintenance

Markup

Navigation

Search

Security

Site settings

Themes

Types

Users and Groups

Kupu visual editor

Styles

Zope Management Interface

Syndicating content with RSS

Navigation options

Global sections

Navigation portlet

Summary

III. Now that I've got the basics, I'd like to learn how to...

13. Set up a Repeatable Environment using Buildout

Terms

Why zc.buildout?

Default settings

Buildout quick start

Cooking with buildout

Buildout configuration

Advanced configuration

Debug configuration

Version pinning

Summary

14. Find and Install Add-Ons that Expand Plone Functionality

Background

Where to find products

Using the Plone product pages

Playing it safe with add-on products

Product choice strategy

Evaluating a product

Testing a product

Looking to the future

Installing and testing products

Zope installation

Downloading and unpacking a product

Traditional product installation

Finding the Instance products directory

Checking ownership and permissions

Restarting Zope

Eggs

Plone installation

Installation problems

Widely-used Plone products

Integration

Content management

Community

Feedback

Page composition

Media

E-commerce

Mashups

Internationalization

Development and examples

Examples

API exploration

Code generators

Summary

15. Build Forms

Installing PloneFormGen

Creating a form

Adding a Form Folder

Configure the basic properties of your form

Adding and editing form fields

Adding selection fields and multi-select fields

Action Adapters

Mailer Adapter

Save Data Adapter

Custom Script Adapter

Overrides

Configuration

References

Summary

16. Create New Content Types

Background

When do I actually need a custom content type?

But I'm not a programmer!

The tools—or drawing code for fun and profit

Archetypes and object-oriented programming

The concept of schema

Object-oriented programming concepts

UML and a quick introduction of the symbols you'll use

A quick look at the programs that make it possible

The class, the package, composition, aggregation, and generalization

Class

Package

Composition and aggregation

Generalization

Stereotypes and tagged values

Our bridge to happiness: ArchGenXML

Building a custom newsroom

A rough outline of the types we'll use

Press release

Press kit folder

Drawing your first new product

Creating a package for your types

Creating your first classes

Generate your product!

Adding your fields

Adding a custom folder type

Cleaning things up a bit

Tagged values for greater precision

Moving around in the code and renaming fields them

Summary

17. Customize Plone

Background

Make changes to tabs, buttons, and menu options

Document actions category

Site actions category

Folder buttons category

Object category

Object buttons category

Portal tabs category

User category

Customization using templates

Skin layer customization—The old fashioned way

Registering and installing a new filesystem-based skin layer

Getting started

Zope 3 basics

Zope 3 browser layers

Using plone.theme to enable a custom browser layer interface

Using browser layer technology to allow additive layers

About Zope 3 browser resources

Images and stylesheets

Browser views and pages

Using portal_view_customizations

Finding views

Viewlets

Portlets

Writing a filesystem product

About GenericSetup

Base profile

Extension profiles

An example extension profile

Taking snapshots

Export profile

Import profile

Summary

18. Change the Look and Feel

Developing on the filesystem

Assumptions

Setting up a development environment

Windows users

Generating your theme product

Installing a theme product on a Plone site

Updating your buildout to recognize your theme product

Creating a Plone site

Putting your site into debug mode

Installing your product

Getting started with an example theme product

Generating the theme product

Altering important boilerplate code

Fixing the installer bug

Naming the theme meaningfully

Adjusting the names of skin layer folders

Working with images

Overriding the default Plone icons

Using Firebug to inspect CSS code

Examining the images in our theme product

Modifying your folder structure to add an additional skin layer

Adding a favicon

Modifying other skin layer images

Adding new images to our theme product

Images as Zope 3 browser resources

Working with stylesheets

Stylesheets as Zope 3 resources

Working with base properties

Registering a new stylesheet for your theme product

Stylesheets located in our theme product

Basic theming of a Plone site

Altering the logo

Altering the image using base properties

Altering the Logo viewlet

Identifying if the Logo is template-based or class-based

Customize the template that renders the Logo or create a new one

Overriding or referencing the class that controls the Logo viewlet

Registering the viewlet for the Logo

Reworking the header area viewlets

Moving the breadcrumbs to a new viewlet

Register the breadcrumbs viewlet for the correct viewlet manager

Ordering the viewlet in the correct location in our profiles

Moving the Logo viewlet to a new viewlet manager

Moving the site actions viewlet to a new viewlet manager

Reordering the personal bar viewlet

Styling the header

Styling the central region of the page

Altering the footer area viewlets

Altering the header area title

Backward-Compatibility of 3.x themes

Creating the template

Working with section colors

Summary

IV. My boss wants me to...

19. Take My Site Live

Reverse proxying

What is a reverse proxy and why do you need one?

But I have to use IIS!

Reverse proxying with Apache

Apache virtual hosting

Rewrite rules for fun and profit

Introducing a friendly monster

Selective rewriting

SSL hosting

Putting Plone inside a larger site

Securing a production server

Securing the ports

Locking down the service

Running Zope as a special user

Linux, OS X, BSD

Windows servers

Turning off debug modes

Checking Zope debug mode

Resource registry debug modes

Starting Zope automatically

Linux

Windows

OS X

Backing up Plone and packing down the database

What to back up

Backing up the Zope database

Repozo

Restoring backups

Packing the ZODB

Packing interactively

Automated packing

Log rotation

Staging from development to a live server

Synchronizing add-on products and code

Moving object data

Summary

20. Make it Go Faster

Getting and installing CacheFu

Installing locally with buildout

Installing locally as an old-style Zope 2 product

Enabling CacheFu

Picking a proxy

Squid or Varnish?

Installing a caching proxy with buildout

Squid buildout recipe

Varnish buildout recipe

Installing a caching proxy without buildout

Traditional Squid build

Traditional Varnish build

Generating proxy configuration from CacheFu templates

CacheFu squid template

CacheFu varnish template

Setting up proxy purging

Setting up compression and Vary headers

Caches and cache control

Controlling your caches

Freshness headers

Validation headers

Zope memory cache control

Other cache control mechanisms

Exploring the CacheFu control panel

Making it go even faster

Starting with the default

Aggressively-cached items

Moderately-cached items

Weakly-cached items

Speed tip 1: Speed up weakly-cached items

Speed tip 2: Speed up non-cached items

Speed tip 3: Watch out for authenticated versus anonymous users

Speed tip 4: Set a short lifetime on purgeable content

Summary

21. Connect to Your LDAP/Active Directory Repository

LDAP and Active Directory

Installing LDAP/Active Directory support

Installing prerequisites

Installing on Linux

Installing on OS X

Installing on Windows

Installing PloneLDAP

Installing plone.app.ldap

Activate LDAP support

Configuring LDAP connections

Configure Global Settings

Configure LDAP Schema

Configure LDAP Servers

Testing your LDAP connection

Advanced LDAP configuration

Summary

Index