SlideShare a Scribd company logo
1 of 38
Download to read offline
HOW TO SETUP A PLONE
INTRANET IN HALF A DAY
Kim Nguyen / kim@sixfeetup.com /
sixfeetup.com
ABOUT ME
➤ Director of Engineering @ Six Feet Up
➤ Have worked with Plone since 2003
➤ Developer → team lead → project manager
➤ 350+ Plone sites at University of Wisconsin Oshkosh,
including the campus Intranet
➤ Plone Foundation Board (2014-2019), Plone Conference
organizer (2016, 2017), Plone Symposium Midwest organizer
(2013, 2014)
WHAT IS AN INTRANET
➤ Plone’s silent but huge use case: governments, corporations
(Star Alliance, Porsche)
➤ Document-centric
➤ Forms, forms data
➤ Collaboration between teams and individuals
➤ Access management
➤ Search
➤ Dashboards
➤ Self-service configurability
PLONE
Secure, Flexible
Content Management In A Box
PLONE 6
Volto: React-based Front End
TODAY’S MISSION
➤ Set up Plone on a new server
➤ Create a Plone website
➤ Turn it into an intranet
➤ Create users & groups
➤ Grant access
➤ Create documents, files, and forms
➤ Talk about search and workflow applications
➤ Configure a dashboard
➤ Demonstrate access security
SET UP PLONE ON A NEW SERVER
➤ Create an AWS account at https://aws.amazon.com/
➤ Create a new EC2 instance using an AMI
➤ Follow the step-by-step instructions at the bottom of the
training class description page: 2020.pythonwebconf.com/
tutorials/how-to-setup-a-plone-intranet-in-half-a-day
A TOUR OF PLONE
➤ Viewing a Plone site as the public
➤ Log in
➤ The toolbar
➤ Content types you can add
➤ The personal menu
➤ Dashboard
➤ “Site Setup”, control panels
PLONE WORKFLOW
➤ States and transitions
➤ Applies to all content
➤ Add one of each content type
➤ What transitions and states are possible on each item?
➤ Special cases: Folders, Image, and File content types
WORKFLOW DETAILS
➤ “Site Setup” → “Management Interface” → “portal_workflow”
→ “Contents”
➤ Choose “Simple Publication Workflow”
➤ “States” tab
➤ “Transitions” tab
➤ “Security” tab
OTHER PLONE WORKFLOWS
➤ Workflows are also listed at “Site Setup” → “Content
Settings” control panel
➤ Single State Workflow
➤ No Workflow
➤ Intranet/Extranet Workflow
➤ Intranet Workflow for Folders
CREATE USERS
➤ Create some users and groups to test site access
➤ “Site Setup” → “Users and Groups”
➤ Add groups: team1, team2, externalgroup1
➤ Add users: staffuser1, staffuser2, supervisoruser1,
supervisoruser2, externaluser1 …
➤ … while adding each to the following groups: staffuser1 &
supervisoruser1 to team1; staffuser2 & supervisoruser2 to
team2; externaluser1 to externalgroup1
TEST PUBLIC (ANONYMOUS) ACCESS
➤ Not being logged in = “anonymous” = the public
➤ To mimic being another user or being logged out, do one of
the following:
➤ Open another browser (e.g. Safari, Firefox, Chrome, Edge)
➤ or open an “incognito” or “private” window
➤ Browse to your site
➤ How is it different?
TEST STAFF ACCESS
➤ Use a 3rd browser (or 2nd browser’s incognito/private
window) to log in as staffuser1
➤ Browse to your site
➤ How is it different?
➤ Install the “impersonate” add-on via “Site Setup” → “Add-
ons”
➤ Use personal menu (bottom of toolbar) → “Impersonate”
MAKE THE ENTIRE SITE AN INTRANET
➤ Change the site’s default workflow to Intranet/Extranet
Workflow
➤ View the site anonymously
➤ View the site as staffuser1
➤ What is different from admin’s view?
➤ Revert the site’s default workflow back to Simple Publication
Workflow
➤ note the Old State → New State mappings
CREATE FOLDER WORKSPACES
➤ Folders organize content
➤ Folders as team workspaces
➤ Add some folders:
➤ “Public”
➤ “Intranet”
➤ “Teams”
➤ “Team1”, “Team2”
➤ “Clients”
➤ “Client1”
SELECTIVELY SET PER-FOLDER WORKFLOW
➤ You can create and assign workflow policies on a folder
➤ “Site Setup” → “Add-ons”, install “Workflow Policy Support”
➤ Navigate to home; State → Policy… toolbar button
➤ Navigate to “Intranet”, State → Policy…, set “Intranet” for
folder and below
➤ What transitions and states are now possible on the folder?
➤ In another browser or incognito/private window, browse to
your site as anonymous, then as staffuser1. How does this
differ from our earlier approach?
INTRANET/EXTRANET WORKFLOW ON ITEMS
➤ Navigate to “Intranet” folder
➤ Add a new Page
➤ What transitions and states are possible on the page?
SECURING OTHER FOLDERS
➤ How to secure the “Teams” folder?
➤ In Plone, items inherit security from their container
➤ Instead of applying workflow policy to this folder, just move it
into the “Intranet” folder
➤ Navigate to “Teams” folder
➤ Actions → Cut, navigate to “Intranet” folder, Actions →
Paste
➤ “Clients” folder: could do either
GRANT ACCESS TO FOLDERS AND ITEMS
➤ Use the “Sharing” toolbar button to control which users and groups
can add, edit, review, and view
➤ Navigate to the “Intranet” → “Teams” → “Team1” folder
➤ In another browser window, (try to) view that folder as “staffuser1”
➤ Use “Sharing” to grant “can edit” to the group “Team1”
➤ In the other browser window, view that folder as “staffuser1”
➤ Add a new page in the “Team1” folder
➤ In the other browser window, can you edit the new page?
SUBMIT AND REVIEW ITEMS FOR PUBLICATION
➤ While viewing the page in the “Team1” folder:
➤ Use “State” → “Submit for publication”
➤ In the other browser window, can you edit the page?
➤ Navigate up to the “Team1” folder
➤ Use “Sharing” to grant “can review” to “supervisoruser1”
➤ In another browser window:
➤ Log in as “supervisoruser1”
➤ Navigate to the page
➤ What can you do to it?
PUBLISH ITEMS
➤ “internal” vs “internally published” vs “externally published”
states
➤ Use the Management Interface → “portal_workflow” →
“Contents” → “intranet_workflow” → “States”
➤ For each of “internal”, “internally_published”, “external”
open the “Permissions” tab and compare
PREVENTING ACCESS FROM OTHER TEAMS
➤ In another browser window, log in as “staffuser2”
➤ Can you navigate to the page in the “Team1” folder?
➤ What happens if you copy and paste the URL to that page?
➤ Caveat: the Intranet/Extranet Workflow lets all logged-in
users view items in the “internal” state
➤ To restrict access from other logged-in users, set the folder to
the “private” state
➤ Verify this using the other browser
➤ Did we catch everything?
PREVENTING ACCESS FROM EXTERNAL USERS
➤ Extranets include external users
➤ How to secure folders and items from these (legitimate)
external users?
➤ Anything you need to keep from external logged-in users
must be in the “private” state
➤ Is allowing external users access to your intranet worth the
risk / trouble?
➤ Could customize the workflow or create a separate site for
client access
➤ Important: TEST
FORMS USING EASYFORM
➤ “Site Setup” → “Add-ons”, install EasyForm
➤ Navigate to the “Intranet” folder
➤ “Add new…” → “EasyForm”
➤ Example: Your Lunch Order
➤ “Actions” → “Define form fields”
➤ “Actions” → “Define form actions”
➤ “Actions” → “Saved data”
CUSTOM CONTENT TYPES
➤ Content types define the structure of information to store
➤ Example: a form that a website visitor can fill out to ask a
question
➤ “Question” content type
➤ Use “Site Setup” → “Dexterity Content Types”
➤ See step by step example at training.plone.org/5/ttw/
workflow.html#use-dexterity-to-build-a-content-type-and-
form
WORKFLOW APPLICATIONS
➤ Forms + workflow = a very powerful use of Plone
➤ Create custom forms and apply a custom workflow
➤ Formerly done with PloneFormGen, uwosh.pfg.d2c,
plone.app.workflowmanager
➤ PloneFormGen & uwosh.pfg.d2c have been replaced by
Dexterity
➤ See training.plone.org/5/ttw/workflow.html,
www.slideshare.net/tkimnguyen/easy-online-business-
processes-with-plone-forms-and-workflow
SEARCH
➤ Built-in search uses pre-built catalog indexes
➤ Search is part of many Plone features (content reuse/display)
➤ “Site Setup” → “Management Interface” → portal_catalog →
Indexes
➤ Searches all content items by title, description, keywords, rich
text body
➤ You can develop custom indexes and collection criteria
➤ You can include custom content type fields in search
➤ Solr, Elasticsearch add-ons
COLLECTIONS
➤ Use collections to group and display content based on a set of
criteria you set
➤ Collections work much like a query does in a database
➤ Look at the examples:
➤ in “News” folder
➤ in “Events” folder
PORTLETS
➤ Placed in columns or footer
➤ Navigate to the page in the “Team1” folder
➤ Use the “Manage portlets” toolbar button, choose “All…”
➤ Portlets can be defined on items and folders
➤ Group portlets
➤ Use “Site Setup” → “Users and Groups”, “Groups” tab
➤ Select “Team1” group, “Group Portlets” tab
➤ Content type portlets…
CONTENT TYPE PORTLETS
➤ Portlets display per content type
➤ “Site Setup” → “Content Settings”, choose “Page”
➤ Click “Manage portlets assigned to this content type” link
➤ Example: add a static text portlet that displays on all Pages
USER DASHBOARDS
➤ Each user can have a dashboard
➤ Personal menu (bottom of toolbar) → “Dashboard”
➤ Click “Edit” tab to modify the dashboard
➤ Click “Dashboard” to view it
GROUP DASHBOARDS
➤ Each group also can have a dashboard
➤ Group dashboards are shown in addition to the user’s, when
visiting their dashboard
➤ Configure group dashboards via “Site Setup” → “Users and
Groups”, “Groups” tab
➤ Example: select “Team1” group, “Group Dashboard” tab
IN SUMMARY…
➤ You set up your own Plone site
➤ You learned how to use Plone: content types, workflow,
security, managing content, collections, portlets, dashboards
➤ You used Plone control panels to examine and change settings
➤ You used Plone’s out of the box features to create an intranet
➤ You installed some Plone add-ons (forms, impersonation)
➤ You tested Plone’s content and site security under various
settings
PRODUCTION DEPLOYMENT
➤ Use ZEO installation, Plone backups
➤ Consider ZODB → RelStorage & PostgreSQL / RDS
➤ Centralized authentication (LDAP, ActiveDirectory, OAuth)
➤ web server, SSL
➤ caching in Plone, varnish, Cloudflare/Cloudfront CDN
➤ system-level backups, log rotation, monitoring
EXAMPLE AWS ARCHITECTURE
NEXT STEPS
➤ Learn more at plone.com and plone.org
➤ See documentation at docs.plone.org
➤ Get self-paced Plone training at training.plone.org
➤ Join the Plone forum community.plone.org
➤ Attend the annual Plone conference ploneconf.org
➤ Let us know how you’d like to use Plone! sixfeetup.com
➤ See quaive.com for a Plone-based “social intranet” solution
(open source version at ploneintranet.org,
docs.ploneintranet.org)
Planning Development Orchestration Support
QUESTIONS? PLEASE ASK!
KIM@SIXFEETUP.COM
SIXFEETUP.COM

More Related Content

What's hot

Build a professional weather app - Sunshine
Build a professional weather app - SunshineBuild a professional weather app - Sunshine
Build a professional weather app - SunshineMarwan Zouinkhi
 
Keyloggers and Spywares
Keyloggers and SpywaresKeyloggers and Spywares
Keyloggers and SpywaresAnkit Mistry
 
Module 3 Scanning
Module 3   ScanningModule 3   Scanning
Module 3 Scanningleminhvuong
 
Elements of IoT connectivity technologies
Elements of IoT connectivity technologiesElements of IoT connectivity technologies
Elements of IoT connectivity technologiesusman sarwar
 
MOBILE PLATFORMS
MOBILE PLATFORMSMOBILE PLATFORMS
MOBILE PLATFORMSRadhikaM42
 
Introduction to Android and Android Studio
Introduction to Android and Android StudioIntroduction to Android and Android Studio
Introduction to Android and Android StudioSuyash Srijan
 
Smart Plug Using Internet of Things
Smart Plug Using Internet of ThingsSmart Plug Using Internet of Things
Smart Plug Using Internet of ThingsMphasis
 
Mobile Application Test check list
Mobile Application  Test check list Mobile Application  Test check list
Mobile Application Test check list Tanmoy Ray
 
Python PPT
Python PPTPython PPT
Python PPTEdureka!
 
Bluejacking by Niharika Mundra
Bluejacking  by Niharika MundraBluejacking  by Niharika Mundra
Bluejacking by Niharika MundraNiki mundra
 
Osi , tcp/ip protocol and Addressing
Osi , tcp/ip protocol and Addressing Osi , tcp/ip protocol and Addressing
Osi , tcp/ip protocol and Addressing marwan aldulaimy
 
android app development training report
android app development training reportandroid app development training report
android app development training reportRishita Jaggi
 
Addressing in networking (IP,MAC,Port addressing)
Addressing in networking (IP,MAC,Port addressing)Addressing in networking (IP,MAC,Port addressing)
Addressing in networking (IP,MAC,Port addressing)Geethu Jose
 
Statistical database, problems and mitigation
Statistical database, problems and mitigationStatistical database, problems and mitigation
Statistical database, problems and mitigationBikrant Gautam
 
IOT Network architecture and Design.pptx
IOT Network architecture and Design.pptxIOT Network architecture and Design.pptx
IOT Network architecture and Design.pptxMeghaShree665225
 

What's hot (20)

Build a professional weather app - Sunshine
Build a professional weather app - SunshineBuild a professional weather app - Sunshine
Build a professional weather app - Sunshine
 
Keyloggers and Spywares
Keyloggers and SpywaresKeyloggers and Spywares
Keyloggers and Spywares
 
Module 3 Scanning
Module 3   ScanningModule 3   Scanning
Module 3 Scanning
 
OSI Model
OSI ModelOSI Model
OSI Model
 
Elements of IoT connectivity technologies
Elements of IoT connectivity technologiesElements of IoT connectivity technologies
Elements of IoT connectivity technologies
 
Kali linux tutorial
Kali linux tutorialKali linux tutorial
Kali linux tutorial
 
MOBILE PLATFORMS
MOBILE PLATFORMSMOBILE PLATFORMS
MOBILE PLATFORMS
 
Introduction to Android and Android Studio
Introduction to Android and Android StudioIntroduction to Android and Android Studio
Introduction to Android and Android Studio
 
I twin report
I twin reportI twin report
I twin report
 
Smart Plug Using Internet of Things
Smart Plug Using Internet of ThingsSmart Plug Using Internet of Things
Smart Plug Using Internet of Things
 
Mobile Application Test check list
Mobile Application  Test check list Mobile Application  Test check list
Mobile Application Test check list
 
Python PPT
Python PPTPython PPT
Python PPT
 
Bluejacking by Niharika Mundra
Bluejacking  by Niharika MundraBluejacking  by Niharika Mundra
Bluejacking by Niharika Mundra
 
Osi , tcp/ip protocol and Addressing
Osi , tcp/ip protocol and Addressing Osi , tcp/ip protocol and Addressing
Osi , tcp/ip protocol and Addressing
 
VPN
VPNVPN
VPN
 
OSI Model
OSI ModelOSI Model
OSI Model
 
android app development training report
android app development training reportandroid app development training report
android app development training report
 
Addressing in networking (IP,MAC,Port addressing)
Addressing in networking (IP,MAC,Port addressing)Addressing in networking (IP,MAC,Port addressing)
Addressing in networking (IP,MAC,Port addressing)
 
Statistical database, problems and mitigation
Statistical database, problems and mitigationStatistical database, problems and mitigation
Statistical database, problems and mitigation
 
IOT Network architecture and Design.pptx
IOT Network architecture and Design.pptxIOT Network architecture and Design.pptx
IOT Network architecture and Design.pptx
 

Similar to How to Setup a Plone Intranet in Half a Day (Python Web Conf 2020)

Your Plone [Intranet] in a Box™
Your Plone [Intranet] in a Box™Your Plone [Intranet] in a Box™
Your Plone [Intranet] in a Box™T. Kim Nguyen
 
Permissions & Security in Plone
Permissions & Security in PlonePermissions & Security in Plone
Permissions & Security in PloneT. Kim Nguyen
 
Building a community of Open Source intranet users
Building a community of Open Source intranet usersBuilding a community of Open Source intranet users
Building a community of Open Source intranet usersLuke Oatham
 
OLLI Workshop: Browser Tips And Plug Ins May 2009
OLLI Workshop: Browser Tips And Plug Ins May 2009OLLI Workshop: Browser Tips And Plug Ins May 2009
OLLI Workshop: Browser Tips And Plug Ins May 2009sheila lafferty
 
Learning About Google Drive
Learning About Google DriveLearning About Google Drive
Learning About Google DriveDesiree Caskey
 
Google drive presentation
Google drive presentationGoogle drive presentation
Google drive presentationVAExpert Shane
 
Sdkp contribute for major groups
Sdkp   contribute for major groupsSdkp   contribute for major groups
Sdkp contribute for major groupsOla Göransson
 
Introduction to FreeNAS development by John Hixson
Introduction to FreeNAS development by John HixsonIntroduction to FreeNAS development by John Hixson
Introduction to FreeNAS development by John HixsoniXsystems
 
Office box user_guide_v3.0
Office box user_guide_v3.0Office box user_guide_v3.0
Office box user_guide_v3.0Jiransoft
 
Green Hectares Rural Tech Factsheet – Internet Searching
Green Hectares Rural Tech Factsheet – Internet SearchingGreen Hectares Rural Tech Factsheet – Internet Searching
Green Hectares Rural Tech Factsheet – Internet SearchingGreen Hectares
 
Drupalcamp Atlanta 2010 Internationalization Presentation
Drupalcamp Atlanta 2010 Internationalization PresentationDrupalcamp Atlanta 2010 Internationalization Presentation
Drupalcamp Atlanta 2010 Internationalization PresentationMediacurrent
 
Gl13 m4-presentation
Gl13 m4-presentationGl13 m4-presentation
Gl13 m4-presentationTracie King
 
Oracle cloud ERP - How to Customize Help
Oracle cloud ERP - How to Customize HelpOracle cloud ERP - How to Customize Help
Oracle cloud ERP - How to Customize HelpShivmohan Purohit
 
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014Glenn Gutmacher
 

Similar to How to Setup a Plone Intranet in Half a Day (Python Web Conf 2020) (20)

Your Plone [Intranet] in a Box™
Your Plone [Intranet] in a Box™Your Plone [Intranet] in a Box™
Your Plone [Intranet] in a Box™
 
Permissions & Security in Plone
Permissions & Security in PlonePermissions & Security in Plone
Permissions & Security in Plone
 
Quick start guides ed portal
Quick start guides ed portalQuick start guides ed portal
Quick start guides ed portal
 
Building a community of Open Source intranet users
Building a community of Open Source intranet usersBuilding a community of Open Source intranet users
Building a community of Open Source intranet users
 
OLLI Workshop: Browser Tips And Plug Ins May 2009
OLLI Workshop: Browser Tips And Plug Ins May 2009OLLI Workshop: Browser Tips And Plug Ins May 2009
OLLI Workshop: Browser Tips And Plug Ins May 2009
 
Learning About Google Drive
Learning About Google DriveLearning About Google Drive
Learning About Google Drive
 
Google drive presentation
Google drive presentationGoogle drive presentation
Google drive presentation
 
Notion
NotionNotion
Notion
 
Sdkp contribute for major groups
Sdkp   contribute for major groupsSdkp   contribute for major groups
Sdkp contribute for major groups
 
Introduction to FreeNAS development by John Hixson
Introduction to FreeNAS development by John HixsonIntroduction to FreeNAS development by John Hixson
Introduction to FreeNAS development by John Hixson
 
Getting Started
Getting StartedGetting Started
Getting Started
 
PowerShell 8tips
PowerShell 8tipsPowerShell 8tips
PowerShell 8tips
 
Office box user_guide_v3.0
Office box user_guide_v3.0Office box user_guide_v3.0
Office box user_guide_v3.0
 
Green Hectares Rural Tech Factsheet – Internet Searching
Green Hectares Rural Tech Factsheet – Internet SearchingGreen Hectares Rural Tech Factsheet – Internet Searching
Green Hectares Rural Tech Factsheet – Internet Searching
 
Presentation 0n typo3
Presentation 0n typo3Presentation 0n typo3
Presentation 0n typo3
 
Drupalcamp Atlanta 2010 Internationalization Presentation
Drupalcamp Atlanta 2010 Internationalization PresentationDrupalcamp Atlanta 2010 Internationalization Presentation
Drupalcamp Atlanta 2010 Internationalization Presentation
 
Gl13 m4-presentation
Gl13 m4-presentationGl13 m4-presentation
Gl13 m4-presentation
 
Oracle cloud ERP - How to Customize Help
Oracle cloud ERP - How to Customize HelpOracle cloud ERP - How to Customize Help
Oracle cloud ERP - How to Customize Help
 
Google Docs
Google DocsGoogle Docs
Google Docs
 
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014
SourceCon Lab- Bookmarklets by Glenn Gutmacher Oct 2014
 

More from T. Kim Nguyen

Deploying Plone on AWS
Deploying Plone on AWSDeploying Plone on AWS
Deploying Plone on AWST. Kim Nguyen
 
Melding React with the Ultra Secure Plone Content Repository
Melding React with the Ultra Secure Plone Content RepositoryMelding React with the Ultra Secure Plone Content Repository
Melding React with the Ultra Secure Plone Content RepositoryT. Kim Nguyen
 
A Case Study: Measuring Productivity in Education
A Case Study: Measuring Productivity in EducationA Case Study: Measuring Productivity in Education
A Case Study: Measuring Productivity in EducationT. Kim Nguyen
 
Have Content Quality, Will Search Your Intranet, by Fulvio Casali
Have Content Quality, Will Search Your Intranet, by Fulvio CasaliHave Content Quality, Will Search Your Intranet, by Fulvio Casali
Have Content Quality, Will Search Your Intranet, by Fulvio CasaliT. Kim Nguyen
 
I broke what? Taking over maintenance on existing (well loved) projects, by B...
I broke what? Taking over maintenance on existing (well loved) projects, by B...I broke what? Taking over maintenance on existing (well loved) projects, by B...
I broke what? Taking over maintenance on existing (well loved) projects, by B...T. Kim Nguyen
 
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian Gottfried
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian GottfriedTU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian Gottfried
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian GottfriedT. Kim Nguyen
 
TUD-Chat – a moderated chat add-on for Plone, by Sebastian Schietzold
TUD-Chat – a moderated chat add-on for Plone, by Sebastian SchietzoldTUD-Chat – a moderated chat add-on for Plone, by Sebastian Schietzold
TUD-Chat – a moderated chat add-on for Plone, by Sebastian SchietzoldT. Kim Nguyen
 
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...T. Kim Nguyen
 
Our Castle's Strength
Our Castle's StrengthOur Castle's Strength
Our Castle's StrengthT. Kim Nguyen
 
Plone Futures, Plone Conference 2016 Keynote by Eric Steele
Plone Futures, Plone Conference 2016 Keynote by Eric SteelePlone Futures, Plone Conference 2016 Keynote by Eric Steele
Plone Futures, Plone Conference 2016 Keynote by Eric SteeleT. Kim Nguyen
 
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...T. Kim Nguyen
 
Web Development with Vim by Johannes Raggam
Web Development with Vim by Johannes RaggamWeb Development with Vim by Johannes Raggam
Web Development with Vim by Johannes RaggamT. Kim Nguyen
 
Top 5 secrets of distributed teams / Christina McNeill & T. Kim Nguyen
Top 5 secrets of distributed teams / Christina McNeill & T. Kim NguyenTop 5 secrets of distributed teams / Christina McNeill & T. Kim Nguyen
Top 5 secrets of distributed teams / Christina McNeill & T. Kim NguyenT. Kim Nguyen
 
Easy online business processes with Plone forms and workflow
Easy online business processes with Plone forms and workflowEasy online business processes with Plone forms and workflow
Easy online business processes with Plone forms and workflowT. Kim Nguyen
 
Plone for CMS review group at UW Oshkosh
Plone for CMS review group at UW OshkoshPlone for CMS review group at UW Oshkosh
Plone for CMS review group at UW OshkoshT. Kim Nguyen
 
PloneEdu.org: New Opportunities, New Frontiers
PloneEdu.org: New Opportunities, New FrontiersPloneEdu.org: New Opportunities, New Frontiers
PloneEdu.org: New Opportunities, New FrontiersT. Kim Nguyen
 
Killer Workflow Apps! Get Rich Quick With an Intranet!
Killer Workflow Apps!  Get Rich Quick With an Intranet!Killer Workflow Apps!  Get Rich Quick With an Intranet!
Killer Workflow Apps! Get Rich Quick With an Intranet!T. Kim Nguyen
 

More from T. Kim Nguyen (20)

Deploying Plone on AWS
Deploying Plone on AWSDeploying Plone on AWS
Deploying Plone on AWS
 
Melding React with the Ultra Secure Plone Content Repository
Melding React with the Ultra Secure Plone Content RepositoryMelding React with the Ultra Secure Plone Content Repository
Melding React with the Ultra Secure Plone Content Repository
 
A Case Study: Measuring Productivity in Education
A Case Study: Measuring Productivity in EducationA Case Study: Measuring Productivity in Education
A Case Study: Measuring Productivity in Education
 
State of Plone 2017
State of Plone 2017State of Plone 2017
State of Plone 2017
 
Have Content Quality, Will Search Your Intranet, by Fulvio Casali
Have Content Quality, Will Search Your Intranet, by Fulvio CasaliHave Content Quality, Will Search Your Intranet, by Fulvio Casali
Have Content Quality, Will Search Your Intranet, by Fulvio Casali
 
I broke what? Taking over maintenance on existing (well loved) projects, by B...
I broke what? Taking over maintenance on existing (well loved) projects, by B...I broke what? Taking over maintenance on existing (well loved) projects, by B...
I broke what? Taking over maintenance on existing (well loved) projects, by B...
 
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian Gottfried
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian GottfriedTU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian Gottfried
TU Dresden: A Large-Scale Plone Deployment Case Study, by Sebastian Gottfried
 
TUD-Chat – a moderated chat add-on for Plone, by Sebastian Schietzold
TUD-Chat – a moderated chat add-on for Plone, by Sebastian SchietzoldTUD-Chat – a moderated chat add-on for Plone, by Sebastian Schietzold
TUD-Chat – a moderated chat add-on for Plone, by Sebastian Schietzold
 
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...
Plone as a Conference Management System, by Adriana Ramírez V. and Gildardo ...
 
Our Castle's Strength
Our Castle's StrengthOur Castle's Strength
Our Castle's Strength
 
Plone Futures, Plone Conference 2016 Keynote by Eric Steele
Plone Futures, Plone Conference 2016 Keynote by Eric SteelePlone Futures, Plone Conference 2016 Keynote by Eric Steele
Plone Futures, Plone Conference 2016 Keynote by Eric Steele
 
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...
Trajectory: Integrating SQL Data into your Plone Site, Plone Conference 2016,...
 
Web Development with Vim by Johannes Raggam
Web Development with Vim by Johannes RaggamWeb Development with Vim by Johannes Raggam
Web Development with Vim by Johannes Raggam
 
PyCharm demo
PyCharm demoPyCharm demo
PyCharm demo
 
Gold in Rio
Gold in RioGold in Rio
Gold in Rio
 
Top 5 secrets of distributed teams / Christina McNeill & T. Kim Nguyen
Top 5 secrets of distributed teams / Christina McNeill & T. Kim NguyenTop 5 secrets of distributed teams / Christina McNeill & T. Kim Nguyen
Top 5 secrets of distributed teams / Christina McNeill & T. Kim Nguyen
 
Easy online business processes with Plone forms and workflow
Easy online business processes with Plone forms and workflowEasy online business processes with Plone forms and workflow
Easy online business processes with Plone forms and workflow
 
Plone for CMS review group at UW Oshkosh
Plone for CMS review group at UW OshkoshPlone for CMS review group at UW Oshkosh
Plone for CMS review group at UW Oshkosh
 
PloneEdu.org: New Opportunities, New Frontiers
PloneEdu.org: New Opportunities, New FrontiersPloneEdu.org: New Opportunities, New Frontiers
PloneEdu.org: New Opportunities, New Frontiers
 
Killer Workflow Apps! Get Rich Quick With an Intranet!
Killer Workflow Apps!  Get Rich Quick With an Intranet!Killer Workflow Apps!  Get Rich Quick With an Intranet!
Killer Workflow Apps! Get Rich Quick With an Intranet!
 

Recently uploaded

Zero-day Vulnerabilities
Zero-day VulnerabilitiesZero-day Vulnerabilities
Zero-day Vulnerabilitiesalihassaah1994
 
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASS
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASSLESSON 10/ GROUP 10/ ST. THOMAS AQUINASS
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASSlesteraporado16
 
Presentation2.pptx - JoyPress Wordpress
Presentation2.pptx -  JoyPress WordpressPresentation2.pptx -  JoyPress Wordpress
Presentation2.pptx - JoyPress Wordpressssuser166378
 
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced Horizons
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced HorizonsVision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced Horizons
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced HorizonsRoxana Stingu
 
Introduction to ICANN and Fellowship program by Shreedeep Rayamajhi.pdf
Introduction to ICANN and Fellowship program  by Shreedeep Rayamajhi.pdfIntroduction to ICANN and Fellowship program  by Shreedeep Rayamajhi.pdf
Introduction to ICANN and Fellowship program by Shreedeep Rayamajhi.pdfShreedeep Rayamajhi
 
world Tuberculosis day ppt 25-3-2024.pptx
world Tuberculosis day ppt 25-3-2024.pptxworld Tuberculosis day ppt 25-3-2024.pptx
world Tuberculosis day ppt 25-3-2024.pptxnaveenithkrishnan
 
Niche Domination Prodigy Review Plus Bonus
Niche Domination Prodigy Review Plus BonusNiche Domination Prodigy Review Plus Bonus
Niche Domination Prodigy Review Plus BonusSkylark Nobin
 
Computer 10 Lesson 8: Building a Website
Computer 10 Lesson 8: Building a WebsiteComputer 10 Lesson 8: Building a Website
Computer 10 Lesson 8: Building a WebsiteMavein
 
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024Jan Löffler
 
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDS
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDSTYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDS
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDSedrianrheine
 
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...Benefits of doing Internet peering and running an Internet Exchange (IX) pres...
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...APNIC
 
Bio Medical Waste Management Guideliness 2023 ppt.pptx
Bio Medical Waste Management Guideliness 2023 ppt.pptxBio Medical Waste Management Guideliness 2023 ppt.pptx
Bio Medical Waste Management Guideliness 2023 ppt.pptxnaveenithkrishnan
 
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdf
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdfLESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdf
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdfmchristianalwyn
 
Check out the Free Landing Page Hosting in 2024
Check out the Free Landing Page Hosting in 2024Check out the Free Landing Page Hosting in 2024
Check out the Free Landing Page Hosting in 2024Shubham Pant
 
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptx
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptxA_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptx
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptxjayshuklatrainer
 

Recently uploaded (15)

Zero-day Vulnerabilities
Zero-day VulnerabilitiesZero-day Vulnerabilities
Zero-day Vulnerabilities
 
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASS
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASSLESSON 10/ GROUP 10/ ST. THOMAS AQUINASS
LESSON 10/ GROUP 10/ ST. THOMAS AQUINASS
 
Presentation2.pptx - JoyPress Wordpress
Presentation2.pptx -  JoyPress WordpressPresentation2.pptx -  JoyPress Wordpress
Presentation2.pptx - JoyPress Wordpress
 
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced Horizons
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced HorizonsVision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced Horizons
Vision Forward: Tracing Image Search SEO From Its Roots To AI-Enhanced Horizons
 
Introduction to ICANN and Fellowship program by Shreedeep Rayamajhi.pdf
Introduction to ICANN and Fellowship program  by Shreedeep Rayamajhi.pdfIntroduction to ICANN and Fellowship program  by Shreedeep Rayamajhi.pdf
Introduction to ICANN and Fellowship program by Shreedeep Rayamajhi.pdf
 
world Tuberculosis day ppt 25-3-2024.pptx
world Tuberculosis day ppt 25-3-2024.pptxworld Tuberculosis day ppt 25-3-2024.pptx
world Tuberculosis day ppt 25-3-2024.pptx
 
Niche Domination Prodigy Review Plus Bonus
Niche Domination Prodigy Review Plus BonusNiche Domination Prodigy Review Plus Bonus
Niche Domination Prodigy Review Plus Bonus
 
Computer 10 Lesson 8: Building a Website
Computer 10 Lesson 8: Building a WebsiteComputer 10 Lesson 8: Building a Website
Computer 10 Lesson 8: Building a Website
 
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024
WordPress by the numbers - Jan Loeffler, CTO WebPros, CloudFest 2024
 
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDS
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDSTYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDS
TYPES AND DEFINITION OF ONLINE CRIMES AND HAZARDS
 
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...Benefits of doing Internet peering and running an Internet Exchange (IX) pres...
Benefits of doing Internet peering and running an Internet Exchange (IX) pres...
 
Bio Medical Waste Management Guideliness 2023 ppt.pptx
Bio Medical Waste Management Guideliness 2023 ppt.pptxBio Medical Waste Management Guideliness 2023 ppt.pptx
Bio Medical Waste Management Guideliness 2023 ppt.pptx
 
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdf
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdfLESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdf
LESSON 5 GROUP 10 ST. THOMAS AQUINAS.pdf
 
Check out the Free Landing Page Hosting in 2024
Check out the Free Landing Page Hosting in 2024Check out the Free Landing Page Hosting in 2024
Check out the Free Landing Page Hosting in 2024
 
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptx
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptxA_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptx
A_Z-1_0_4T_00A-EN_U-Po_w_erPoint_06.pptx
 

How to Setup a Plone Intranet in Half a Day (Python Web Conf 2020)

  • 1. HOW TO SETUP A PLONE INTRANET IN HALF A DAY Kim Nguyen / kim@sixfeetup.com / sixfeetup.com
  • 2. ABOUT ME ➤ Director of Engineering @ Six Feet Up ➤ Have worked with Plone since 2003 ➤ Developer → team lead → project manager ➤ 350+ Plone sites at University of Wisconsin Oshkosh, including the campus Intranet ➤ Plone Foundation Board (2014-2019), Plone Conference organizer (2016, 2017), Plone Symposium Midwest organizer (2013, 2014)
  • 3. WHAT IS AN INTRANET ➤ Plone’s silent but huge use case: governments, corporations (Star Alliance, Porsche) ➤ Document-centric ➤ Forms, forms data ➤ Collaboration between teams and individuals ➤ Access management ➤ Search ➤ Dashboards ➤ Self-service configurability
  • 6. TODAY’S MISSION ➤ Set up Plone on a new server ➤ Create a Plone website ➤ Turn it into an intranet ➤ Create users & groups ➤ Grant access ➤ Create documents, files, and forms ➤ Talk about search and workflow applications ➤ Configure a dashboard ➤ Demonstrate access security
  • 7. SET UP PLONE ON A NEW SERVER ➤ Create an AWS account at https://aws.amazon.com/ ➤ Create a new EC2 instance using an AMI ➤ Follow the step-by-step instructions at the bottom of the training class description page: 2020.pythonwebconf.com/ tutorials/how-to-setup-a-plone-intranet-in-half-a-day
  • 8. A TOUR OF PLONE ➤ Viewing a Plone site as the public ➤ Log in ➤ The toolbar ➤ Content types you can add ➤ The personal menu ➤ Dashboard ➤ “Site Setup”, control panels
  • 9. PLONE WORKFLOW ➤ States and transitions ➤ Applies to all content ➤ Add one of each content type ➤ What transitions and states are possible on each item? ➤ Special cases: Folders, Image, and File content types
  • 10. WORKFLOW DETAILS ➤ “Site Setup” → “Management Interface” → “portal_workflow” → “Contents” ➤ Choose “Simple Publication Workflow” ➤ “States” tab ➤ “Transitions” tab ➤ “Security” tab
  • 11. OTHER PLONE WORKFLOWS ➤ Workflows are also listed at “Site Setup” → “Content Settings” control panel ➤ Single State Workflow ➤ No Workflow ➤ Intranet/Extranet Workflow ➤ Intranet Workflow for Folders
  • 12. CREATE USERS ➤ Create some users and groups to test site access ➤ “Site Setup” → “Users and Groups” ➤ Add groups: team1, team2, externalgroup1 ➤ Add users: staffuser1, staffuser2, supervisoruser1, supervisoruser2, externaluser1 … ➤ … while adding each to the following groups: staffuser1 & supervisoruser1 to team1; staffuser2 & supervisoruser2 to team2; externaluser1 to externalgroup1
  • 13. TEST PUBLIC (ANONYMOUS) ACCESS ➤ Not being logged in = “anonymous” = the public ➤ To mimic being another user or being logged out, do one of the following: ➤ Open another browser (e.g. Safari, Firefox, Chrome, Edge) ➤ or open an “incognito” or “private” window ➤ Browse to your site ➤ How is it different?
  • 14. TEST STAFF ACCESS ➤ Use a 3rd browser (or 2nd browser’s incognito/private window) to log in as staffuser1 ➤ Browse to your site ➤ How is it different? ➤ Install the “impersonate” add-on via “Site Setup” → “Add- ons” ➤ Use personal menu (bottom of toolbar) → “Impersonate”
  • 15. MAKE THE ENTIRE SITE AN INTRANET ➤ Change the site’s default workflow to Intranet/Extranet Workflow ➤ View the site anonymously ➤ View the site as staffuser1 ➤ What is different from admin’s view? ➤ Revert the site’s default workflow back to Simple Publication Workflow ➤ note the Old State → New State mappings
  • 16. CREATE FOLDER WORKSPACES ➤ Folders organize content ➤ Folders as team workspaces ➤ Add some folders: ➤ “Public” ➤ “Intranet” ➤ “Teams” ➤ “Team1”, “Team2” ➤ “Clients” ➤ “Client1”
  • 17. SELECTIVELY SET PER-FOLDER WORKFLOW ➤ You can create and assign workflow policies on a folder ➤ “Site Setup” → “Add-ons”, install “Workflow Policy Support” ➤ Navigate to home; State → Policy… toolbar button ➤ Navigate to “Intranet”, State → Policy…, set “Intranet” for folder and below ➤ What transitions and states are now possible on the folder? ➤ In another browser or incognito/private window, browse to your site as anonymous, then as staffuser1. How does this differ from our earlier approach?
  • 18. INTRANET/EXTRANET WORKFLOW ON ITEMS ➤ Navigate to “Intranet” folder ➤ Add a new Page ➤ What transitions and states are possible on the page?
  • 19. SECURING OTHER FOLDERS ➤ How to secure the “Teams” folder? ➤ In Plone, items inherit security from their container ➤ Instead of applying workflow policy to this folder, just move it into the “Intranet” folder ➤ Navigate to “Teams” folder ➤ Actions → Cut, navigate to “Intranet” folder, Actions → Paste ➤ “Clients” folder: could do either
  • 20. GRANT ACCESS TO FOLDERS AND ITEMS ➤ Use the “Sharing” toolbar button to control which users and groups can add, edit, review, and view ➤ Navigate to the “Intranet” → “Teams” → “Team1” folder ➤ In another browser window, (try to) view that folder as “staffuser1” ➤ Use “Sharing” to grant “can edit” to the group “Team1” ➤ In the other browser window, view that folder as “staffuser1” ➤ Add a new page in the “Team1” folder ➤ In the other browser window, can you edit the new page?
  • 21. SUBMIT AND REVIEW ITEMS FOR PUBLICATION ➤ While viewing the page in the “Team1” folder: ➤ Use “State” → “Submit for publication” ➤ In the other browser window, can you edit the page? ➤ Navigate up to the “Team1” folder ➤ Use “Sharing” to grant “can review” to “supervisoruser1” ➤ In another browser window: ➤ Log in as “supervisoruser1” ➤ Navigate to the page ➤ What can you do to it?
  • 22. PUBLISH ITEMS ➤ “internal” vs “internally published” vs “externally published” states ➤ Use the Management Interface → “portal_workflow” → “Contents” → “intranet_workflow” → “States” ➤ For each of “internal”, “internally_published”, “external” open the “Permissions” tab and compare
  • 23. PREVENTING ACCESS FROM OTHER TEAMS ➤ In another browser window, log in as “staffuser2” ➤ Can you navigate to the page in the “Team1” folder? ➤ What happens if you copy and paste the URL to that page? ➤ Caveat: the Intranet/Extranet Workflow lets all logged-in users view items in the “internal” state ➤ To restrict access from other logged-in users, set the folder to the “private” state ➤ Verify this using the other browser ➤ Did we catch everything?
  • 24. PREVENTING ACCESS FROM EXTERNAL USERS ➤ Extranets include external users ➤ How to secure folders and items from these (legitimate) external users? ➤ Anything you need to keep from external logged-in users must be in the “private” state ➤ Is allowing external users access to your intranet worth the risk / trouble? ➤ Could customize the workflow or create a separate site for client access ➤ Important: TEST
  • 25. FORMS USING EASYFORM ➤ “Site Setup” → “Add-ons”, install EasyForm ➤ Navigate to the “Intranet” folder ➤ “Add new…” → “EasyForm” ➤ Example: Your Lunch Order ➤ “Actions” → “Define form fields” ➤ “Actions” → “Define form actions” ➤ “Actions” → “Saved data”
  • 26. CUSTOM CONTENT TYPES ➤ Content types define the structure of information to store ➤ Example: a form that a website visitor can fill out to ask a question ➤ “Question” content type ➤ Use “Site Setup” → “Dexterity Content Types” ➤ See step by step example at training.plone.org/5/ttw/ workflow.html#use-dexterity-to-build-a-content-type-and- form
  • 27. WORKFLOW APPLICATIONS ➤ Forms + workflow = a very powerful use of Plone ➤ Create custom forms and apply a custom workflow ➤ Formerly done with PloneFormGen, uwosh.pfg.d2c, plone.app.workflowmanager ➤ PloneFormGen & uwosh.pfg.d2c have been replaced by Dexterity ➤ See training.plone.org/5/ttw/workflow.html, www.slideshare.net/tkimnguyen/easy-online-business- processes-with-plone-forms-and-workflow
  • 28. SEARCH ➤ Built-in search uses pre-built catalog indexes ➤ Search is part of many Plone features (content reuse/display) ➤ “Site Setup” → “Management Interface” → portal_catalog → Indexes ➤ Searches all content items by title, description, keywords, rich text body ➤ You can develop custom indexes and collection criteria ➤ You can include custom content type fields in search ➤ Solr, Elasticsearch add-ons
  • 29. COLLECTIONS ➤ Use collections to group and display content based on a set of criteria you set ➤ Collections work much like a query does in a database ➤ Look at the examples: ➤ in “News” folder ➤ in “Events” folder
  • 30. PORTLETS ➤ Placed in columns or footer ➤ Navigate to the page in the “Team1” folder ➤ Use the “Manage portlets” toolbar button, choose “All…” ➤ Portlets can be defined on items and folders ➤ Group portlets ➤ Use “Site Setup” → “Users and Groups”, “Groups” tab ➤ Select “Team1” group, “Group Portlets” tab ➤ Content type portlets…
  • 31. CONTENT TYPE PORTLETS ➤ Portlets display per content type ➤ “Site Setup” → “Content Settings”, choose “Page” ➤ Click “Manage portlets assigned to this content type” link ➤ Example: add a static text portlet that displays on all Pages
  • 32. USER DASHBOARDS ➤ Each user can have a dashboard ➤ Personal menu (bottom of toolbar) → “Dashboard” ➤ Click “Edit” tab to modify the dashboard ➤ Click “Dashboard” to view it
  • 33. GROUP DASHBOARDS ➤ Each group also can have a dashboard ➤ Group dashboards are shown in addition to the user’s, when visiting their dashboard ➤ Configure group dashboards via “Site Setup” → “Users and Groups”, “Groups” tab ➤ Example: select “Team1” group, “Group Dashboard” tab
  • 34. IN SUMMARY… ➤ You set up your own Plone site ➤ You learned how to use Plone: content types, workflow, security, managing content, collections, portlets, dashboards ➤ You used Plone control panels to examine and change settings ➤ You used Plone’s out of the box features to create an intranet ➤ You installed some Plone add-ons (forms, impersonation) ➤ You tested Plone’s content and site security under various settings
  • 35. PRODUCTION DEPLOYMENT ➤ Use ZEO installation, Plone backups ➤ Consider ZODB → RelStorage & PostgreSQL / RDS ➤ Centralized authentication (LDAP, ActiveDirectory, OAuth) ➤ web server, SSL ➤ caching in Plone, varnish, Cloudflare/Cloudfront CDN ➤ system-level backups, log rotation, monitoring
  • 37. NEXT STEPS ➤ Learn more at plone.com and plone.org ➤ See documentation at docs.plone.org ➤ Get self-paced Plone training at training.plone.org ➤ Join the Plone forum community.plone.org ➤ Attend the annual Plone conference ploneconf.org ➤ Let us know how you’d like to use Plone! sixfeetup.com ➤ See quaive.com for a Plone-based “social intranet” solution (open source version at ploneintranet.org, docs.ploneintranet.org)
  • 38. Planning Development Orchestration Support QUESTIONS? PLEASE ASK! KIM@SIXFEETUP.COM SIXFEETUP.COM