1. Systems Realization Laboratory SRL Website An Introduction to Plone

2. Systems Realization Laboratory Outline  What is Plone?  What does the site look like?  How is the site organized?  How do you edit your pages?  How is the whole site managed?  Special features Calendar News Announcements  Summary

3. Systems Realization Laboratory What is Plone? (ref: plone.org)  Plone is an out-of-the-box ready content management system  It is deeply flexible, and provides a system for managing web content that is ideal for project groups, communities and intranets.  Plone is standard.  Plone is Open Source. Plone is extensible.  Plone is technology neutral. Plone can interoperate with most relational database systems, open source and commercial, and runs on a vast array of platforms, including Linux, Windows, Mac OS X, Solaris and BSD.

4. Systems Realization Laboratory What is a content management system?  A content management system (or CMS) is a system used to organize and facilitate collaborative content creation. Recently, the term has been associated almost entirely with programs for managing the content of web sites. Web Content Management (WCM) is also used to refer to these programs.systemprogramsweb sites Reference: http://en.wikipedia.org/wiki/Content_management_system

5. Systems Realization Laboratory What is a content management system?  CMSs allow end-users (typically authors of some sort) to provide new content in the form of articles. The articles are typically entered as plain text, perhaps with markup to indicate where other resources (such as pictures) should be placed. The system then uses rules to style the article, which separates the display from the content, which has a number of advantages when trying to get many articles to conform to a consistent "look and feel". The system then adds the articles to a larger collection for publishing.end-usersauthorsplain textmarkuplook and feel publishing http://en.wikipedia.org/wiki/Content_management_system

6. Systems Realization Laboratory What is a content management system?  The systems also often include some sort of concept of the workflow for the target users, which defines how the new content is to be routed around the system. workflow  A good example of a CMS would be a system for managing a newspaper. In such a system the reporters type articles into the system, which stores them in a database. Along with the article the system stores attributes, including keywords, the date and time of filing, the reporter's name, etc. The system then uses these attributes to find out, given its workflow rules, who should proofread the article, approve it for publication, edit it, etc. Later the editors can choose which articles to include (or ignore) in an edition of the newspaper, which is then laid out and printed automatically. newspaperreportersdatabaseattributeskeywords edition Reference: http://en.wikipedia.org/wiki/Content_management_system

7. Systems Realization Laboratory What is a content management system?  Administering users and groups and editing the content. (example: administrators, students, faculty, editors, guests)  Besides editing the content, a WCM tool often has functions for version control, to keep track of the history of the different versions of an item (helpful for “undo”ing your changes!) version control  As with all software areas, the companies that develop and sell/distribute WCM tools put more and more functions into them to make them as attractive as possible. The functions might include modules that are typically used when building a web site (intranet, extranet or public internet) like search engine, discussion forums, Online Shop, Customer Relationship Management, etc.intranetextranetinternetsearch engine discussion forumsCustomer Relationship Management Reference: http://en.wikipedia.org/wiki/Content_management_system

8. Systems Realization Laboratory Overview of Plone  Users create their content in a structure way  Styles and forms are defined centrally for consistency  The entire site is built dynamically when pages are accessed  The server searches a defined workflow to find the appropriate page and build its content  Whole site is built around an entered URL  Navigation links maintained  Extensions (calendars, news lists, discussion groups, libraries…)

9. Systems Realization Laboratory Plone: First Look

10. Systems Realization Laboratory Plone First Look: Main Navigation

11. Systems Realization Laboratory Plone First Look: Special Features

12. Systems Realization Laboratory Plone Site:

13. Systems Realization Laboratory Plone Site: Directions

14. Systems Realization Laboratory Plone Site: Maps

15. Systems Realization Laboratory Plone Site: People (1)

16. Systems Realization Laboratory Plone Site: People (2)

17. Systems Realization Laboratory Plone Site: Personal Page

18. Systems Realization Laboratory What do you need to do?  Login  Set preferences  Edit and add content  Volunteer to create and maintain general content  Keep it up to date!  Visit the site for news and events  …And here’s how you make it happen!

19. Systems Realization Laboratory Creating Your Page: Log in (1)

20. Systems Realization Laboratory Creating Your Page: Log in (2)

21. Systems Realization Laboratory Member Preferences (1)

22. Systems Realization Laboratory Member Preferences (2)

23. Systems Realization Laboratory Member preferences (3) How you edit your page Your member photo (will show up on People Page) How you edit your member photo The types of announcements you wish to receive from the SRL (more on this later) CURRENTLY NOT IMPLREMENT

24. Systems Realization Laboratory Where is your member photo?  You may still be able to find the member files that we have at:  Or create your own; 75 pixels wide by 100 pixels high is recommended http://westinghouse.marc.gatech.edu/MemberPhotos/Cropped%20New%20Lab%20Photos.zip Or http://www.srl.gatech.edu/people/MemberImages/MembersPhotoIndex.htm Updated note: most of you have already gotten you photos from here and this is no longer updated.

25. Systems Realization Laboratory “My Folder” and Your Default Page Default Page

26. Systems Realization Laboratory Your folder contents The bold page is your default. The file “title” is not the URL. Contents Tab Add new content (more later)

27. Systems Realization Laboratory A default member web page Edit your page in your browser!

28. Systems Realization Laboratory Editing a page (1) Short Name: The URL (convention is to use no spaces or special characters) Title: Convenient, descriptive title Description

29. Systems Realization Laboratory Editing a page (2) WYSIWYG editor Epoz (a rich text box with a toolbar) HTML pure text Upload an html file (make sure you then check how it looks and edit it to look right using Epoz) Added note: when using HTML, you may encounter problems, especially when using Microsoft or other non-standard tags. Only advanced users should use HTML directly.

30. Systems Realization Laboratory Editing a page (3): The Epoz toolbar Very much Microsoft Word icons. Note: if you hover the mouse over a button, you’ll get a tool-tip Remove formatting Add a link to a URL Add an anchor link Insert Image Toolbox icon: Browse for item to link or add Text formats (see next slide) Horizontal rule

31. Systems Realization Laboratory Editing a page (4): Text styles A summary of what the current text styles are defined as. If you don’t use Epoz and don’t use the correct tags, then your page won’t look the same as everyone else’s if the styles are updated in the future.

32. Systems Realization Laboratory Editing a page (5): Final notes  Inserting links: enter the text that you want visible on the page first. Highlight this text, then click on the appropriate icon When adding a link to a file (e.g. resume.pdf), you need to enter “resume.pdf” (or use the toolbox icon!) When adding a link to an image, enter the image’s plone id (name) (or use the toolbox icon!)  Inserting Tables Use sparingly. Verify as you go that it’s what you want. For large or complicated tables, this might be one of the few good time to use pure html tags and not Epoz—IF YOU KNOW WHAT YOU ARE DOING!  Complex formatting—you don’t need it! Idea is to keep appearance consistent. If you want to deviate for a specific reason, you are responsible for all style updates and must face all consequences

33. Systems Realization Laboratory Adding content (1)  Either through the “contents” view or on a page view

34. Systems Realization Laboratory Adding content (2) Available Types

35. Systems Realization Laboratory Content Types  Document: a web page  Event: item on the calendar  File: word document, pdf, ppt, etc.  Folder: a folder to contain other things (aka subdirectory)  Image: an image. The type of thing you would reference with an tag  Link: a URL link with description. (not necessary)  News item: an item that will show up in the news slot and news page

36. Systems Realization Laboratory Submitting your page  The visibility of items to different types of users and in different locations is determined by the item’s state

37. Systems Realization Laboratory Document States  Visible - this is the default state for newly generated content. It is visible to the world if the world knows where to look - explicitly, in order to view visible content, a user has to know the exact URL (or you need to have provided a link). Users will notice that content in the visible state will also not automatically appear in the navigation tree, calendar, or news box, however, visible content does appear when users search for items on the site! Published - once content is published, it is world readable to all users including Anonymous.  Private - private content is only accessible to Authenticated users who have permission to view the content.  Submit/Submitted: If you don’t have permission to publish content, you submit it to users with wider permissions to review and then publish

38. Systems Realization Laboratory Calendar  Orange outline is today  Dark backgrounds are days with events  Click on a day to see events, get listing. Click link for more details.

39. Systems Realization Laboratory Event Item

40. Systems Realization Laboratory Creating an Event Select from dropdown menu

41. Systems Realization Laboratory Edit Event (1) Short name: becomes part of URL Title: descriptive phrase Location Type (see next slide) Description Associated URL (if any)

42. Systems Realization Laboratory Edit event (2): Event types  The event types are descriptive  The event types are used for searches  The event types are used for sending announcements, a topic yet to be discussed

43. Systems Realization Laboratory Edit event (3): Times/Dates Contact Info Once you save your event, you should then SUBMIT it (upper right corner of green bar, ‘state’

44. Systems Realization Laboratory Event management  Like other content, has states (private, visible, published, submitted)  An event you create resides in your folder You will see it in your “contents” folder Can be edited/deleted by you Can be edited/deleted by an administrator

45. Systems Realization Laboratory News items  Similar to calendar items in terms of where they are stored and their states  Similar entry as with a webpage  Lead-in will be displayed as a “sub headline” on search page  There are also properties to set after you save the news item content. Click on “properties” tab

46. Systems Realization Laboratory News item properties  Keywords Control to whom announcements about this event are sent. Also used in searches.  Effective Dates When will news item be visible  Discussion Haven’t talked about this yet It is available on all pages, if you turn it on Allows people (members) to post comments Example next page Once you save your news item, you should then SUBMIT it (upper right corner of green bar, ‘state’

47. Systems Realization Laboratory Discussion Reply to comment Add a comment

48. Systems Realization Laboratory Discussion reply

49. Systems Realization Laboratory Reminders  Save your pages when you edit them, before clicking on any links  If you create an Event or News Item, remember to change the state to “submit” when you are done editing. Otherwise it will not show up on the calendar or news sidebars  When changing personal pages, you do not need to submit or publish them. If you leave the state as ‘visible’, then any world user can see the page if they know the URL (or you provide a link to it) If you make the state ‘private’, then only you and assigned, authenticated users can access it (people must be given permission and be logged in) If you publish or submit a page, then it will be listed in “recent items” and possibly other summary pages. This is only necessary for Events and News Items

50. Systems Realization Laboratory Emailing to the SRL  In order to send an email the whole SRL, you send to srl@lists.gatech.edu srl@lists.gatech.edu You must do this from your registered account, which as of the > composition of this message are http://www.srl.gatech.edu/SRL_Private_Content/SRLEmailListhttp://www.srl.gatech.edu/SRL_Private_Content/SRLEmailList You must be logged in to view this page.  To send from the website directly, simply log in, navigate to the page you want to send (such as an Event or News Item) and click on the little envelope icon, which is usually between the pencil and the printer icon. Enter the send-to address (srl@lists.gatech.edu). Your "From" address will in most cases be correct, because I just manually changed everyone's plone email address to the correct listing, though I may have missed one, so you should check yourself by logging in, clicking on "my preferences" (in the light blue bar, upper right side), and then on "personal preferences". Please check that your email address here matches that on http://www.srl.gatech.edu/SRL_Private_Content/SRLEmailListsrl@lists.gatech.eduhttp://www.srl.gatech.edu/SRL_Private_Content/SRLEmailList If it differs, please change the plone listing and then click "save."