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7.1.
Initial (pre-doccom sprint) list-oriented manual items
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Joining a Plone Site
Presuming the site you are accessing
permits users to sign themselves up from the web (this is the default),
you can join a Plone site via the following steps:
1. On the homepage, click on the 'join' link in the blue bar at the top. Result: The Registration Form screen appears.
2. On the Registration Form screen, complete the Personal Details section.
3. Click on the 'register' button.
Logging In
Once you have joined a Plone site, you can log in.
1. On the homepage, click on the 'log in' link. Result: The Please Log in screen appears.
2. On the Please Log in screen, fill in the your user name and password
3. Click on the 'log in' button.
Setting Preferences
1. Log in to site.
2. Select Preferences.
3. Select Personal Preferences.
4. At this point you can change your name, your email address, content editor and upload a portrait.
5. Save when you are finished.
6. Go back to the Preferences page and select change password. Enter info here to change your password
Anatomy of a Plone Site
no content
Adding Content - The Basics
The following procedure outlines the basic steps for adding content to
a Plone site. Steps may vary depending on the specific type of content
you add.
1. Log in to the site.
2. Navigate to the location (folder) where you want the item to appear.
3. In the view portlet(or tab), select the arrow next to add a new item.
4. Click on the item that you would like to add.
5. Fill out the appropriate fields and information.
6. Click Save when you are finished.
Using External Editor
Follow the steps below to use External Editor to edit your content.
Note: You must have the desktop portion of External Editor already
installed.
1. Navigate to the document you would like to edit.
2. In the View tab, you should see a pencil with a circular arrow near the mail and print icons. Click on this icon.
Result: a dialog box will pop up briefly. Your document will open in the appropriate program.
3. Make your changes in the document.
4. Save and close the document.
5. Refresh the page in Plone.
Result: your edits should now appear in the plone.
Add a User
How to add a user.
1. In the Plone Site Setup, select the Users and Groups Administration link.
2. Click the Add New User button under the Users Overview heading.
3. Fill out the Registration Form with a user name, user ID, email address, and password.
4. Click the Register button.
5. You will be taken back to the Users Overview page and should see a note at the top of the section that says User Added.
Add a Group
How to add a group
1. In the Plone Site setup, select the Users and Groups Administration link.
2. You will see two tabs. Select the Groups tab.
3. In the Groups Overview section, select the add new group button.
4. Fill out the Group Properties form with a short name, title, description, and email.
5. Click Save.
6. You will be taken back to the Groups Overview page and you should
see a note at the top that says a new group has been added.
Reset a Password
How to reset a password for a user.
1. Access the Users and Groups Administration page.
2. Search for the user that needs a password reset.
3. Select the reset password box.
4. Click the apply changes button.
The password is now reset. The user will receive an email with a new password.
Advanced Topics
Add a Product
Basic procedure for adding a product.
1. Download the add on product that you want into a working folder.
2. Extract the file into the Product directory. You will have to create a new folder for that product to extract into.
3. Restart Zope. (in the ZMI, Control Panel, restart button)
4. Log into the Plone as the administrator.
5. Go to Plone setup.
6. Go to Add/Remove Products.
7. Select the product you want to add and click Add. Your latest product should now be installed.
Please also see the using third party products tutorial
1. Navigate to the piece of content that you want to change.
2. Click on the Edit tab.
Result: The Edit view appears and you are ready to begin making your edits
3. Make your edits.
4. Click on the Save button.
Result: you will receive a confimation that your edits have been saved.
Locking prevents conflicts between multiple users
As of version 3.0, Plone supports locking to prevent two people from making changes to the same content item at the same time and overwriting each other’s changes.
Locking is implicit: a lock is automatically obtained when someone edits a content item, and it’s automatically removed when that user:
- saves his work, or
- presses ‘cancel’ on the edit form, or
- browses away from the edit form
Result: When a content item is locked, other users see a lock icon on the view tab. When another user clicks on the Edit tab of a locked item, he's presented with a lock notification, instead of the edit form:
Plone uses a cooperative locking system. By default, locks can be 'stolen'. When a content item is locked and another user attempts to edit it, he’s notified about the lock and given the opportunity to unlock it:
Result: When a user unlocks a content item, he's presented with the edit form and is able to save changes.
When a user edits a content item and his session terminates abnormally (e.g. he closes his browser, his computer or browser crashes, his network connection is lost), the lock remains in place. This situation can be resolved in two ways:
- the user who was editing the content item reconnects, edits it again and finishes this editing session in a normal way
- another user unlocks the content item
The locking mechanism described here is not only used when editing through-the-web, but also when the user edits a content item:
- in an external editor (although locking may be disabled when Plone cannot detect when the external software has finished editing)
- through WebDAV
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