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view CMFDocumentation.stx @ 0:33c8dd739958

Vendor import of CMF 1.5.2
author fguillaume
date Wed, 20 Jul 2005 16:21:26 +0000
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1 The Zope Content Management Framework
3 Introduction
5 Web sites today have become sophisticated, dynamic experiences
6 that provide powerful services. At the same time, businesses want
7 new ways to leverage brand and engage customers, usually on a very
8 large scale. Yet with the explosion of content on websites,
9 managing the daily flow has become a very expensive, brittle
10 proposition.
12 This is the market that content management systems (CMS) are ideal for.
13 The Content Management Framework (CMF) from Zope Corporation is designed
14 to solve these content management issues by delivering the following
15 benefits:
17 - Superior speed to market for applications and content.
19 - Dramatically decrease website staff workload by safe delegation
20 of content authoring.
22 - Powerful searches using sophisticated organization of content.
24 The CMF is designed as a framework of components for the Zope
25 application server. This approach to content management is "both buy
26 and build", as it delivers an extremely extensible foundation for
27 customization as well as providing useful tools "out of the box".
29 In the CMF worldview, everything is content. This applies to
30 traditional things such as HTML pages. But it also applies to dynamic
31 information such as posts in a threaded discussion or calendar events.
32 It also means that images, dowloadable executables, logic in scripts,
33 etc. are also content.
35 The goal of the CMF is to unify the management of content and apply a
36 suite of services. These services include cataloging, workflow, and
37 syndication. The CMF works hard to allow authors to use common tools
38 such as Adobe GoLive, Dreamweaver and MS Office to produce content
39 by supporting standard protocols such as FTP and WebDAV. Specific tools
40 are not required, however, as everything in CMF can be done using only
41 a Web browser.
43 <font color="red">Note - find more intro material to put here</font>
46 Building and managing a CMF site
48 Initial setup and design of a CMF site is performed by a highly
49 privileged user referred to as the "Site Manager". The Site Manager
50 is responsible for the overall configuration and organization of a
51 CMF site, and sets site-wide policies for things such as security,
52 workflow, metadata and syndication.
55 Creating a CMF site
59 The top-level concept in the CMF is the idea of a "CMF Site". A CMF
60 site is a content-oriented Web site with specific business goals,
61 workflows, collaborations and audiences (content consumers).
63 The "CMF Site" object is used in Zope to represent and manage a CMF
64 Web site. The CMF Site object acts as a container for site components
65 and content, and provides interfaces for configuring the functionality
66 of the site.
68 To create a new CMF Site object, you must be logged into the Zope
69 management interface (ZMI). You must also have the "Add CMF Sites"
70 permission in the Zope Folder where you want to create the new site.
72 From the ZMI, select "CMF Site" from the add list and click the "Add"
73 button. This will bring up the "Add CMF Site" Web form. The elements on
74 the add form are:
76 - **Id** -- The id to be used for the new CMF Site object. This id
77 will appear in urls to the site and its subobjects. The id field
78 is a required field.
80 - **Title** -- The title to be used for the new CMF Site object. The
81 title provides a more human-friendly label for the site object.
82 Providing a title is optional, but recommended.
84 - **Membership Source** -- The source of member information to be
85 used by the new CMF Site. The default for this field is "Create
86 a new user folder in the CMF Site". This option will create a
87 new User Folder in the CMF Site to be used as the source of member
88 data. You may also select "I have an existing user folder and want
89 to use it instead". In this case, the CMF Site will draw its member
90 information from a User Folder that already exists in the Zope
91 object hierarchy above the new CMF Site.
93 - **Description** -- A short description of the site. This description
94 may be made available with syndicated content and may be used by
95 some of the default user interface elements of the site. Providing
96 a description is optional, but recommended.
98 After completing the Web form, click the "Add" button to create the
99 new CMF Site object. After submitting the form, the right frame of
100 the ZMI should contain an administrative "welcome" page of the new CMF
101 site. The welcome page provides links to:
103 - **The site configuration form** -- This form allows you manage
104 sitewide policies and configuration options. This should be your
105 first stop after creating a CMF Site object.
107 - **The management interface** -- The Zope management interface (ZMI)
108 for CMF Site objects provides management-level access to the individual
109 components of the site and provides for more advanced configuration
110 options.
112 - **The site home page** -- The default homepage of the new CMF site.
113 This is what visitors and members of the site will initially see
114 when they access the site through the Web.
116 Now that the basic CMF Site object has been created, you should visit
117 the site configuration form to continue setting up the new site.
121 Configuring a CMF site
125 The "site configuration form" of a CMF Site object provides a simple
126 way to set and change the sitewide configuration options and policies
127 for a CMF site. Theses options include some of the information that was
128 provided when the CMF Site was created (such as site title and
129 description), as well as other options that were given defaults when
130 the CMF site was created.
132 A user logged into the CMF site who has the "Change configuration"
133 permission will see a "Reconfigure site" link in the actions box.
134 Clicking the "Reconfigure site" link will bring up the site configuration
135 form.
137 The configuration options available from the site configuration form
138 are:
140 - **Site 'From' Name** -- The name to be used as the (apparent)
141 sender when the site generates email. The site may generate email
142 to provide information to new members, or to notify members of various
143 events. The default value for this name is 'Site Administrator'. A
144 value for this field is required in order to send mail from the site.
146 - **Site 'From' Address** -- The email address used as the (apparent)
147 return address when the site generates email. The default value for
148 the from address is 'postmaster@localhost'. A value for this field
149 is required in order to send mail from the site.
151 - **SMTP Server** -- The address of the SMTP (outgoing mail) server
152 to be used when the site generates email. The default value for
153 the SMTP server address is 'localhost', which presumes that you
154 have an SMTP server running on the same machine as the Zope
155 software. A valid SMTP server address is required in order to
156 send mail from the site.
158 - **Site Title** -- The title of the site that appears at the top of
159 all site pages (when using the default site skins). Providing a
160 title is optional, but recommended.
162 - **Site Description** -- A short description of the site. This
163 description may be made available with syndicated content and may
164 be used by some of the default user interface elements of the site.
165 Providing a description is optional, but recommended.
167 - **Password Policy** -- The password policy configuration option
168 allows you to choose the way that the site handles passwords when
169 members register with the site.
171 If you select "Generate an email member's initial password" the
172 site will randomly generate an initial password that members must
173 use to log into the site and email that password to the address
174 provided by the member. This option may be preferred if you want
175 to verify a prospective member's email address before granting
176 membership to the site.
178 If you select "Allow members to select their initial password"
179 (the default), the site will allow new members to enter their
180 own password at registration time.
182 After making changes to the site configuration options, click the
183 "Change" button to save the changes.
187 Creating CMF Folders
191 Folders may used in CMF to help organize content. Folders may contain
192 any kind of content object, including subfolders.
194 To create a new Folder at a given place in the site hierarchy, navigate
195 to the place where you want to add the new Folder, then click the
196 "Folder Contents" link in the actions box. This will bring up the
197 "desktop" view of the current Folder, listing the content objects
198 and subfolders. In the desktop view, click the "New..." button.
200 You will now see the "Add Content" form. This form provides a list of
201 the kinds of objects you can add at this location (based on the
202 permissions you have), and descriptions of the available objects.
203 Note that you must have the "Add portal folders" permission to add
204 new Folders to the CMF site.
206 Select "Folder" from the listing, enter an id for the new folder in
207 the "id" field located below the listing of available object, and
208 click the "Add" button to add the new Folder.
210 After submitting the add form, you will be taken to the "desktop" view
211 of the newly created Folder.
215 Configuring allowed content types
219 The site manager of a CMF site can control what types of content
220 may be created by users of the site. The normal way of doing this
221 is to restrict the types of content that can be created in CMF folders,
222 which provide the structure of the site. You may, for example, decide
223 that site users should only be able to create documents, images and
224 subfolders on the site.
226 To implement this policy, visit the CMF Site object in the ZMI and
227 click on the "Types Tool" (named "portal_types") in the contents
228 listing of the site object. Click on the "Contents" tab of the Types
229 Tool to see the listing of available content types for your site.
231 Each type in the Types Tool has a "Properties" page that allows you
232 to configure certain options for that type. Types that are logically
233 "containers" (as CMF folders are), provide an option on the properties
234 page to restrict the types of content that may be created in objects
235 of that type.
237 To make our restriction for CMF Folders, click on the "Folder" link
238 in the content type listing of the Types Tool. This will take you to
239 the Properties view of the CMF Folder type. Among other properties of
240 the type, you will see a field called "Allowed content types". Opposite
241 the field label is a multiple selection list containing each of the
242 types installed on your site. To arrange for folders to only contain
243 documents, images and other subfolders, select Document, Image and
244 Folder from the multiple select list and click the "Save Changes"
245 button.
247 You may use this same approach to restrict the contents of other
248 container types on your site.
252 Creating a CMF Topic
256 One of the ways you can manage the structure of a CMF site is by using
257 CMF Topics. Often a site is composed of a large amount
258 of content through which visitors are able to navigate. A Topic
259 allows you to create a dynamic view onto the available content
260 enabling visitors to "drill down" into that content.
262 Topic objects define a set of search criteria. Those criteria are
263 applied to the content catalog to produce a virtual list of content
264 that appear "in" that Topic (though that content is not actually
265 physically contained in the Topic object). The search criteria for
266 a topic may be based on any of the data or metadata of your site
267 content.
269 One common and useful piece of metadata that can be used effectively
270 by Topics is "Subject". The "Subject" property is usually configured
271 to allow a set of categories to be associated with a piece of content
272 at the time it is created. If content creators consistently select
273 appropriate categories for content as it is created, a Topic can be
274 used to provide site visitors categorized views of your site. A standard
275 pattern is to create a number of Topics that each correspond to a
276 particular category.
278 Another example of a useful Topic is one which filters your site
279 content by creation or modification date in order to display all
280 recently changed content.
282 To create a new Topic, navigate to the place where you want to add
283 the new Topic, then click the "Folder Contents" link in the actions box.
284 This will bring up the "desktop" view of the current Folder. From the
285 desktop view, click the "New..." button.
287 You will now see the "Add Content" form. This form provides a list of
288 the kinds of objects you can add at this location (based on the
289 permissions you have), and descriptions of the available objects.
290 Note that you must have the "Add portal topics" permission to add Topic
291 objects.
293 Select "Topic" from the listing, enter an id for the new Topic in
294 the "id" field located below the listing of available object, and
295 click the "Add" button to add the new Topic.
297 After submitting the add form, you will be taken to the "Edit Topic"
298 form of the newly created Topic. The Topic edit form allows you to
299 provide some basic information about the Topic:
301 - **Title** -- The title to be used for the Topic. The title
302 provides a more human-friendly label for the Topic and appears
303 in the default pages that display the Topic. Providing a title
304 is optional, but recommended.
306 - **Description** -- A short description of the Topic. This description
307 may be made available with syndicated content and may be used by
308 some of the default user interface elements of the site. Providing
309 a description is optional, but recommended.
311 - **Acquire criteria from parent** -- This checkbox determines whether
312 the search criteria of this topic should be joined with the search
313 criteria of containing Topic objects when constructing the virtual
314 contents list. Selecting this option (the default) allows you to
315 provide progressively narrower drill-down views of your content by
316 building a hierarchy of Topics that refine the searches of higher
317 level Topics.
319 Click the "Change" button to save the changes to the Topic object.
320 After clicking "Change," you will see the default view of your new
321 Topic (the list of content which match the Topic's criteria and
322 the list of the Topic's criteria). Note that since you have not yet
323 defined any criteria, the Topic will match all content objects in the
324 site content catalog.
328 Configuring CMF Topics
332 After you have created a Topic, you need to define search criteria
333 for the Topic so that visitors will see an appropriate virtual contents
334 list when they view the Topic. By default no search criteria are
335 defined, which means that the virtual contents list of the Topic will
336 include all content in the site content catalog.
338 To begin defining the search criteria for a Topic, visit the Topic in
339 your Web browser and click the "Criteria" link in the action box. This
340 will bring up the "Topic Criteria" form. This form is made up of two
341 parts. The top part of the form shows the search criteria already
342 defined for the Topic, and allows you to change or delete existing
343 criteria. The bottom of the form allows you to add new criteria.
345 Let's look at adding new criteria first. At the bottom of the form
346 are two drop-down lists:
348 - **Field Id** -- This field allows you select the content attribute
349 to which the search criterion applies. This drop-down includes all
350 of the standard metadata attributes of content objects, as well as
351 "Searchable Text". If you select "Searchable Text" the criteria
352 will be applied against the full text of content objects on the site.
354 - **Criteria Type** -- The type of the value to search for in the search
355 criterion. Options for this field are:
357 - **String Criterion** -- The value to search for is a string.
359 - **Integer Criterion** -- The value to search for is an integer. This
360 may be used to match against integer content attributes.
362 - **List Criterion** -- Match against the selected attribute using a
363 sequence of (string) values. When using a list criterion, an "OR"
364 search is performed, matching content where the selected field
365 matches any of the specified values.
367 - **Friendly Date** -- Match against the selected attribute using a
368 date rule (such as "less than 10 days old"). This option is useful
369 for providing views of what's new on the site. This criterion type
370 may only be applied against date typed content attributes (such as
371 'created', 'modified' or 'effective').
373 Once you have selected the field id and criterion type, click the "Add"
374 button to add the search criterion. The new criterion will now appear
375 at the top of the form along with any other criteria that you have
376 already added.
378 After you have added a criterion, you can provide the value or values
379 to be used in the search in the "Value" field of the criterion. For
380 string, criterion, simply enter the value to search for in the text box
381 provided. For integer criterion, you may enter a value as well as
382 select a modifier (minimum, maximum, or both, meaning exact match).
384 For list criterion, enter each of the values to search for (one per line)
385 in the textbox for that criterion.
387 For "friendly date" criterion, compose the appropriate search rule using
388 the drop-down lists provided. Remember that the friendly date search
389 constrains matches based on this rule relative to the time the search
390 is performed. For example, if you specify "At the most: 5 days old" for
391 a date criterion against the "modified" attribute of content objects,
392 the Topic will always contain those content objects modified within the
393 last five days, measuring from the time the Topic is being viewed.
395 You may define any number of criteria for a Topic, which are applied
396 together (as an "AND" search) to constrain the virtual contents of the
397 Topic. Remember that if you selected "Acquire criteria from parent" on
398 the edit form for the Topic, the criteria of your Topic will also be
399 ANDed with the criteria of containing Topic to produce the contents.
401 When you are finished adding or changing the values for your defined
402 criteria, click the "Save Changes" button to save your changes. If
403 you want to remove one or more criteria, select the checkbox to the
404 left of the criteria you wish to delete and click the "Delete selected"
405 button.
409 Configuring security policies
413 Access to CMF content objects can be "public" (unrestricted) or
414 restricted to particular users based on permission settings. CMF
415 objects use Zope's flexible mechanisms for defining security
416 policies, which allows you to provide powerful features to your users
417 and allow large groups of people to safely work together to maintain
418 your site.
420 You must have the "View management screens" permission as well as the
421 "Manage permissions" permission to manage security for CMF objects. You
422 need the "View management screens" permission because the CMF does not
423 provide a specific interface to security information. You use the Zope
424 management interface (ZMI) to control access to CMF objects.
426 To access the ZMI for a CMF object, visit the url of the object with
427 the string '/manage_workspace' appended in your Web browser. For example,
428 to view the ZMI for a content object at the url:
429 '/Sports/TopStories.html', you would visit:
430 '/Sports/TopStories.html/manage_workspace' in your browser. This will
431 bring up the standard tabbed Zope interface. Select the "Security" tab
432 to view and modify the security settings for the object.
434 Managing security and using the ZMI to set and change security policies
435 is covered in depth in the standard Zope documentation in
436 "Chapter 6: Users and Security",
437 http://www.zope.org/Members/michel/ZB/Security.dtml .
441 Associating workflow with content types
445 Different types of content may be published according to different
446 business rules and processes on a CMF site. In the CMF, Workflow
447 objects represent the different sets of processes applied to
448 different types of content.
450 Workflow objects are defined by workflow designers in the CMF Workflow
451 Tool. Once workflows have been defined in the Workflow Tool, a site
452 manager can then associate one or more of those workflows with particular
453 CMF content types.
455 The CMF comes with a default workflow that is associated with all
456 of the built-in content types "out of the box". The default workflow
457 is a simple review / publish workflow that requires a review to check
458 content before it is made generally visible on the site.
460 To change the workflow associations among the types of content on
461 your site, visit the Zope management interface of the CMF Site object
462 that represents your site. The "Contents" view a CMF Site object lists
463 a number of "tool" objects, including the Workflow Tool which is named
464 "portal_workflow" in the contents listing. Click on the "portal_workflow"
465 tool to navigate the Workflow Tool.
467 Now you should be looking at the "Overview" tab of the Workflow Tool.
468 This page provides a basic description of the tool. To view the current
469 set of associations between workflows and content types, click the
470 "Workflows" tab.
472 This will bring up a form with two columns. On the left are listed the
473 content types in use on your site. On the right of each is a textbox
474 containing the name or names of the workflows associated with that
475 content type.
477 To change the workflow association for a content type, type the name
478 of the workflow to use in the textbox and click the "Change" button.
479 If you wish to specify multiple workflows for a particular content
480 type, type the names of the workflows to use in the textbox, separated
481 by commas. If you need to find out the names of the workflows that are
482 currently defined in the Workflow Tools, click on the "Contents" tab of
483 the tools, which will list the available Workflow objects.
485 If you have never changed the workflow associations for your content
486 types, the value will be the special value "(Default)". Note that there
487 is also an entry "(Default)" at the bottom of the left-hand column listing
488 the available content types. This is a convenience that lets you easily
489 change the "default" workflow to be used without having to update the
490 value for every content type individually. The content types whose value
491 is '(Default)' will use the workflow named by the '(Default)' item at
492 the bottom of the form.
494 After you have finished changing workflow operations, you must click
495 the "Update security settings" button at the bottom of the workflow
496 mapping form. Workflow often has side effects on the security settings
497 of the objects they are associated with that need to be reconciled
498 when the workflow mappings change. Doing the reconciliation is
499 a potentially time-consuming operation, so rather than slow down the
500 process of re-mapping workflow by doing it for each item changed, you
501 click "Update security settings" when you are done making changes to
502 the workflow associations.
506 Configuring metadata policies
510 Content objects in the CMF support rich metadata. The CMF supports
511 the Dublin Core metadata standard, and instances of all of the builtin
512 CMF content types are associated with Dublin Core metadata. Content
513 objects provide Web forms that allow content creators to enter and
514 maintain metadata for their content.
516 As a site manager, the CMF also gives some metadata configuration
517 options to make the use of metadata more effective for your site.
519 To change the metadata policies for the content types used on
520 your site, visit the Zope management interface of the CMF Site object
521 that represents your site. From the "Contents" view of the site object,
522 click on the "portal_metadata" tool to navigate the Metadata Tool.
524 Now you should be looking at the "Overview" tab of the Metadata Tool.
525 This page provides a basic description of the tool. To view the current
526 metadata policies for your content types, click the "Elements" tab.
528 This will bring up the metadata policies form. The top row of the
529 form (labeled "Element"), is a set of hyperlinks for each metadata
530 element that is available to be configured. This list includes
531 "Description", "Format", "Language", "Rights", "Subject" and "Title"
532 on a normal CMF site. This top row allows you to select which metadata
533 element you are configuring. The metadata element that is *not* a
534 hyperlink is the one that you are currently working on. To work on a
535 different metadata element, click on the name of that element.
537 When you first visit the metadata policies form, the first metadata
538 element in the top row ("Description") will be selected. The rest of
539 the form is divided into sections. The sections represent the current
540 settings for the selected metadata element for different content types
541 in the system.
543 If you have never changed the settings for a metadata element, you will
544 see two sections. In the first section, the name of the content type is
545 '<default>', which means this setting will apply to all content types
546 for which you have not defined explicit settings for the currently
547 selected metadata element. At the bottom of the form, the last section
548 (headed "<new type>") allows you to add settings for a specific content
549 type.
551 To add settings for a content type, select the content type that your
552 settings will apply to from the "Content Type" dropdown list. The
553 rest of the fields in each section allow you to actually set the policy
554 for the selected metadata element:
556 - **Required** -- This determines whether content creators are
557 required to supply a value for the selected metadata element.
558 Check the box to require a value.
560 - **Default** -- The default value to be used for the metadata
561 element.
563 - **Supply Default** -- This option determines whether the edit
564 forms for content should pre-fill the form field for the metadata
565 element with the defined default value.
567 - **Vocabulary** -- The vocabulary option allows you to restrict the
568 possible values for a metadata element to a set of predefined options.
569 If a vocabulary is defined for a metadata element, the content edit
570 forms will show a drop-down box with the defined vocabulary items
571 rather than allow free text entry. To supply the vocabulary for a
572 metadata element, enter the possible values to be displayed to
573 content authors (one per line) in the textbox provided.
575 - **Enforce Vocabulary** - This option determines whether the allowed
576 value for the metadata element is restricted to those that are
577 defined in the vocabulary.
579 Once you have finished choosing the settings, click the "Add" button
580 to save your settings for that content type.
582 You may also edit the settings that you have already defined for content
583 types. Make the changes in the sections for each content type you want
584 to change and click the "Update" button to save these changes.
588 Configuring syndication policies
592 Syndication is the process by which a site is able to share information
593 with other sites. The AP news service, for example, allows newspapers and
594 other media to recieve news stories which they can publish with their
595 own presentation without actually generating the content in-house.
597 Content syndication in the CMF allows you to make content available to
598 other sites. The Syndication Tool allows site managers to control
599 sitewide syndication of content.
601 Syndicated content is made available in RSS format for folders where
602 syndication has been enabled. The DTML Method objects that control
603 the RSS formatting for RSS feeds are located in the "generic" skin:
605 - RSS.dtml
607 - itemRSS.dtml
609 - rssBody.dtml
611 - rssDisabled
613 Advanced users with a knowledge of the RSS format may edit these
614 DTML Methods to customize the RSS output.
616 Before content can be syndicated from a site, the site manager must
617 enable syndication using the Syndication Tool. To access this tool,
618 visit the Zope management interface of the CMF Site object
619 that represents your site. From the "Contents" view of the site object,
620 click on the "portal_syndication" tool to navigate to the Syndication
621 Tool.
623 Now you should be looking at the "Overview" tab of the Syndication Tool.
624 This page provides a basic description of the tool. To view the current
625 syndication policy for the site, click the "Properties" tab.
627 If you have never visited the Syndication Tool before, syndication is
628 disabled for the site and you will see a single button "Enable
629 syndication". To enable syndication, click the "Enable syndication"
630 button.
632 Once you have enabled syndication, the "Properties" form will display
633 the sitewide syndication properties:
635 - **Update Period** -- Describes the period over which the channel
636 feed is updated. Acceptable values are: hourly, daily, weekly,
637 monthly, yearly. If omitted, daily is assumed.
639 - **Update Frequency** -- Used to describe the frequency of updates
640 in relation to the update period. A positive integer indicates how
641 many times in that period the channel is updated. For example, an
642 updatePeriod of daily, and an updateFrequency of 2 indicates the
643 channel format is updated twice daily. If omitted a value of 1 is
644 assumed.
646 - **Update Base** -- Defines a base date to be used in concert with
647 updatePeriod and updateFrequency to calculate the publishing schedule.
648 By default the sitewide date is the DateTime of the tool
649 initialization. The date format should be of the form:
650 'yyyy-mm-ddThh:mm'.
652 - **Max Items** -- Defines the max number of items which are included
653 in the syndication feed. The RSS specification recommends this not
654 exceed 15, which is the default.
656 Click "Save" to save your changes to the sitewide syndication policy.
657 If you later decide you want to disable content syndication, you can
658 visit the "Properties" tab of the Syndication Tool and click the
659 "Disable syndication" button.
661 Once syndication has been enabled in the Syndication Tool, CMF folders
662 will be syndicateable. A new "Syndication" action will become available
663 in the actions box of folders. You can click on the "Syndication" link
664 in the actions box of a folder to enable syndication for that Folder.
666 For example, let's say you have a '/news' folder on your site containing
667 various News Items. After sitewide syndication has been enabled, you
668 can enable syndication for the '/news' folder using the "Syndication"
669 link in the action box. After that, you can visit the url to your
670 news folder and append 'RSS' to obtain the RSS feed:
671 'http://www.example.com/news/RSS'.
675 Configuring discussion policies
679 Most content objects in the CMF support "discussions" which allow
680 site visitors to post comments and feedback to site content. When
681 discussion is enabled for a content type, members of the site will
682 see a "Reply" link in the actions box when they view a piece of
683 discussable content. Members can click the "Reply" link to add a
684 Discussion Item to the content. A Discussion Item is a document
685 that is a reply to other content.
687 The Discussion Tool (found the contents view of your CMF Site object
688 in the ZMI) actually implements discussability for content types on
689 the site, but in this case you do not visit the Discussion Tool
690 directly to enable discussion of content. Instead, you use the
691 "Types Tool" (also found in the contents view of the CMF Site object
692 in the ZMI) to enable or disable discussability. This allows to set
693 discussion policies so that only certain types of content allow
694 discussion.
696 To enable discussion for a content type, navigate to the Types Tool
697 in the ZMI. Select the "Contents" tab, which will list the content
698 types defined for your site. Next, click on the name of the content
699 type in the listing that you want to configure.
701 This will bring up the Type Information form for that content type.
702 At the bottom of the form is an "Allow Discussion?" checkbox. To
703 enable discussion for the selected content type, check the box and
704 click "Save Changes". To disable discussion, deselect the box and
705 click "Save Changes".
710 Managing site membership
712 Visitors that have registered with a CMF site and received a user
713 name and password are referred to as "Members" of the site. Members
714 are known by the system and often have higher privileges than unknown
715 visitors to the site. Depending on the site configuration, members may
716 be able to contribute their own content for review and publication,
717 comment on existing site content or help in the reviewing and publication
718 of content for a sub-web or community.
721 Adding members to the site
723 <font color="red">[ Not yet done ]</font>
727 Changing member information
730 **Actor**: Membership Manager
732 - Roles on user
734 - Local Roles on Folder
738 Browsing the member roster
740 <font color="red">[ Not yet done ]</font>
744 Revoking membership
746 <font color="red">[ Not yet done ]</font>
751 Designing the user interface for your site
753 The CMF provides powerful tools for customizing the look and feel
754 of the content of your site. "Skins" are sets of templates and
755 script objects that work together to provide the presentation of
756 site content.
759 Changing site appearance
761 <font color="red">[ Not yet done ]</font>
765 Changing site behavior
767 <font color="red">[ Not yet done ]</font>
771 Changing the default skin
773 <font color="red">[ Not yet done ]</font>
777 Creating new skins
779 <font color="red">[ Not yet done ]</font>
784 Implementing workflows for content
786 Content objects in the CMF can be associated with Workflow objects.
787 Workflow objects define the rules for how content is produced,
788 reviewed and ultimately published.
791 Creating new workflows
794 To create a new workflow, visit the 'Contents' tab of your
795 portal_workflow tool and click 'Add Workflow'. Enter an ID
796 and choose from the list of workflow types. If this is the
797 first time you're setting up a workflow, choose
798 "Web-configurable workflow [Classic]" to get a workflow like
799 the default workflow. Then press the "Add" button.
803 Modifying existing workflows
805 You must have management privileges to change workflows.
810 Creating content
812 The CMF enables members to create content for a site, subject to the
813 security and workflow policies that have been put in place. Different
814 members may be able to create different types of content, based on
815 their roles in the system.
818 Viewing personal content
821 Many times content creators will be required to revisit content
822 items for updating the content or performing some other series
823 of editing tasks. The following steps walk you through
824 searching for all of the content in the CMF you have created.
826 First, click the 'search' link in the top navigation bar. The
827 'search' link takes you to the advanced search page from which
828 you will perform your query to obtain a list of content you
829 have created.
831 Second, enter your login name in the form field labeled
832 *Creator*. Make sure you spell it exactly as you type it when
833 you login to the CMF.
835 Third, click the search button at the bottom of the page. All
836 of the content you have personally created will be returned in
837 a list from which you can browse and view your content.
840 Creating content objects
843 CMF Sites are composed of content; to add content to your
844 CMF site you will need to create content objects. There are
845 several stock content objects which come with the CMF. The
846 stock content types are Document, Image, File, Link, and
847 Favorites.
849 To add a content object in the CMF, you will need to
850 navigate to a location with the site you have the
851 appropriate privileges to create content. This could range
852 from a specific folder in your CMF which has been configured
853 by your CMF administrator or by selecting the 'My Stuff'
854 link from your navigation bar.
856 Once you have identified the location you wish to add your
857 content object, select the 'Folder contents' link from the
858 action's menu on the left side of your browser window. You
859 will be presented with the content add form.
861 The content add form provides a list of the content types
862 you have permission to add at this location within the CMF.
863 For this example, we are going to use a Document as our
864 sample content type to add. Select Document from the list,
865 and enter an ID for the document in the form field labeled
866 **ID** at the bottom of the content add form. Click the Add
867 button to complete the first stage of creating your document
868 object.
870 After submitting the add form, you will proceed to the
871 'Standard Resource Metadata' edit form. This metadata form
872 is common across all of the default content types which come
873 stock with the CMF. This form is where you will enter basic
874 metadata about your new content type.
877 - Title -- A string used to identify your content; a title
878 provides a more human-friendly lable for the document.
879 The title displays in the view of the document, as well as
880 various other places throughout the CMF (e.g. search
881 results).
883 - Description -- A short summary of the content.
885 - Subject -- A list of keywords which is used in
886 cataloging your content.
888 After entering the title, your content's description, and a
889 subject or list of subjects, you have 3 options to proceed:
891 - Change - Commit your changes and return to the 'Standard
892 Resource Metadata' form.
894 - Change and Edit - Commit your changes and proceed to the
895 edit form for adding the "body" of your content. The edit
896 form is not shared across the different content types and
897 will be discussed in more detail below.
899 - Change and View - Commit your changes and proceed to
900 viewing your new piece of content.
902 **Note** although there are 3 options to proceed, to
903 complete adding your content, the logical processions is
904 selecting 'Change and Edit' from the 'Standard Resource
905 Metadata' form.
907 After selecting 'Change and Edit', you proceed onto the edit
908 form for your document. The document edit form consists of 2
909 options. The first option, 'File Upload', allows you to
910 author your content offline and upload it to the CMF through
911 your web browser. The second option consists of a 'Body'
912 textarea form field. Here you are able to edit and add your
913 content through your web browser. The following list is a
914 short description of the stock content type edit forms:
916 - 'Body Textarea/File Upload' edit form (Documents)
918 - 'Lead-in/Body' edit form (News Item)
920 - 'File Upload' edit form (Files, Images)
922 - 'Simple' edit form (Link, Favorite, Event)
924 After you fill out the edit form, select change the change
925 button. This concludes creating a content object in the
926 CMF. Depending on your site's business rules, you could be
927 required to submit your new content through a workflow or
928 series of workflows.
931 Managing content metadata
934 The metadata is an integral part of a content object. For
935 example, metadata can allow you to ensure users can locate it
936 via the advanced searching mechanism of the CMF. It also
937 allows you to set a content object's effective date range, so
938 that the content only shows on your site during it's effective
939 date range. As described below, you will see there are
940 important facets to managing your content's metadata and
941 keeping it updated.
943 To edit a content item's metadata you will need to navigate to
944 the content item and view it. After viewing it, you will
945 click the 'Metadata' link from the actions box. After
946 clicking the 'Metadata' link, you will proceed to the
947 'Standard Resource Metadata' form we discussed earlier in
948 describing how to create a content object. On the 'Standard
949 Resource Metadata' form, you will click the 'Edit all
950 metadata' link on the upper right side of this form.
952 After clicking the 'Edit all metadata' link, you will proceed
953 to the 'Full Resource Metadata' form from which you have the
954 opportunity to edit all the content item's metadata. You will
955 recognize several fields on the form from the 'Standard
956 Resource Metadata' form (i.e. Title, Description, and
957 Subject), but there are also 6 new items which we will discuss
958 below. The possible metadata elements you are able to modify
959 are as follows:
961 - Title -- A string used to identify your content; a title
962 provides a more human-friendly lable for the document. The
963 title displays in the view of the document, as well as
964 various other places throughout the CMF (e.g. search
965 results).
967 - Description -- A short summary, an abstract, or a
968 table-of-contents for your content item.
970 - Subject -- A list of keywords which is used in
971 cataloging your content.
973 - Contributors -- Used to convey others besides the
974 Creator who have contributed to the content.
976 - Effective Date -- The date when the content is effective
977 to be publicly displayed on the CMF site. It this is
978 left None, the content is considered to be always
979 effective.
981 - Expiration Date -- The date when the content is to
982 expire from being publicly displayed on the CMF site.
983 It defaults to an extreme date in the future to ensure it
984 is by default, never expired.
986 - Format -- The kind of physical representation of the
987 content item, for example, 'text/html'.
989 - Language -- An abbreviation of the language the content
990 item is written in, for example, 'en', 'de, etc...
992 - Rights -- A copyright and other IP information related
993 to the content item.
995 After you have made the necessary updates for your content
996 item, you next click the Change button. After clicking the
997 Change button, you proceed to the 'Standard Resource Metadata'
998 form with a notification message your changes have been
999 successful(1).
1001 **Notes:** 1. This seems like a strange procession, we should
1002 most likely redirect to the full_metadata_editform rather then
1003 the short edit form.
1009 Updating content
1012 After you have performed your site query to obtain a list of
1013 content you have created, you are returned a list from which
1014 you can view and browse all the content you have created in
1015 the CMF. Once you have identified which piece of content you
1016 wish to update, click on it's title from the list and navigate
1017 to it.
1019 After selecting the piece of content you wish to update, you
1020 are taken to the 'view' of the content. From the view, select
1021 'Edit' from the actions box. The 'Edit' link will take you to
1022 the edit form for your particular piece of content you wish to
1023 edit. For this example, we will be using a document as our
1024 sample, but the following list gives a short description of
1025 the edit forms for the stock CMF content objects you may be
1026 editing:
1028 - 'Body Textarea/File Upload' edit form (Documents)
1030 - 'Lead-in/Body' edit form (News Item)
1032 - 'File Upload' edit form (Files, Images)
1034 - 'Simple' edit form (Link, Favorite, Event)
1036 After you click the 'Edit' link from the actions box, you will
1037 proceed to the document edit form. As when you created your
1038 document, this edit form gives your two possible options for
1039 editing your content. If you have made your changes to the
1040 content in an editor on your local machine, select the file
1041 upload functionality. Click the browse button and navigate to
1042 the place you edited it on your local machine. Select the
1043 updated content and select ok.
1045 You can also choose to make your changes to the content in
1046 your web browser through the web by using the textarea form.
1047 To make your changes through the web, find the area(s) in your
1048 document which require editing in the textarea. Enter the
1049 changes you wish to make to the content and click the change
1050 button.
1052 Your changes will be saved, and a change notification will be
1053 displayed on the edit form confirming your changes have
1054 succeeded. If you wish to view your changes, click the 'View'
1055 link from the actions box and view your content with the
1056 changes in place. You can repeat the above steps as necessary
1057 to update your content, each change happening live to what you
1058 will see on your CMF site.
1061 Undoing changes
1065 If you have modified or removed content and realize you have
1066 made an error, you have the opportunity to undo your
1067 transaction. There are some cases which make content objects
1068 undoable, but for this example we are going to assume no
1069 transactions have made the change you wish to undo undoable.
1070 We will assume you immediately realized you updated some
1071 content accidentally and wish to return it to it's pre-modified
1072 state.
1075 To undo an action, select 'Undo' from your actions box. You
1076 will proceed to the undo form which lists the transaction you
1077 wish to undo. Select the checkbox next to the transaction
1078 which you wish to undo (e.g. manage_edit or manage_delete).
1080 To complete the undo, click the undo button. You will
1081 redirect to the undo list with a notification your change has
1082 been undone. In the case your transaction is undoable, you
1083 will receive a notification message indicating so. As
1084 mentioned above, it's possible that a transaction is undoable.
1085 This results from other transactions effecting the object you
1086 are trying to undo; in which case you must also undo the
1087 transactions prior to the one you are attempting to undo.
1090 Removing content
1093 Often times it's necessary to remove content from your site;
1094 either when it's obsolete or no longer needed. To remove
1095 content from the CMF, you will need to identify the piece of
1096 content you wish to remove from the CMF. You can do this by
1097 searching for the content, navigating to the content directly
1098 or navigating to the folder which contains your content
1099 directly. If you directly navigate to the content, select the
1100 'Folder contents' link from your actions box.
1102 Content is batched in the folder contents view, so if you have
1103 more then the default number of items in a folder, you might
1104 need to browse through the folder's contents to find the item
1105 you wish to remove from the CMF. To do this, use the 'Next'
1106 and 'Previous' links at the bottom of the folder contents
1107 listing. After identifying the the piece of content you wish
1108 to remove and select the check box next to it's ID.
1110 To remove the selected content, click the delete button at the
1111 bottom of the folder contents view form. After clicking the
1112 delete button, the content has been deleted from the CMF. You
1113 will be redirected to the folder contents listing with a
1114 notification message your content removal has been successful.
1117 Publishing content
1120 After you have created your content for your web site, you
1121 need to submit it through the publication workflow to allow
1122 site visitors to see it. To submit your content for
1123 publication, navigate to the piece of content you wish to
1124 submit for publication.
1126 This may be down by selecting 'Folder contents' from your
1127 actions box or by directly navigating to it by putting it's
1128 URL into your web browser. Once you have selected the
1129 content you wish to submit for publication, select the
1130 'Submit' link from your actions box. The submit action is
1131 visible while you are viewing a piece of content you have
1132 the appropriate permissions to submit for review.
1134 After you have selected the 'Submit' link, you will proceed
1135 to the 'Content Submit' form where you enter comments
1136 regarding the content you wish to submit for publication.
1137 After entering any relevant comments, select the 'Submit'
1138 button.
1140 Your content has now been submitted for publication. Your
1141 content is now in the 'Pending' state. Site reviewers will
1142 be notified your content is pending review and have the
1143 opportunity to publish it live on your website or reject it.
1144 In this state, you also have the ability to 'Retract' if for
1145 further editing, after which you can follow the above
1146 process to re-submit it for publication.
1149 Controlling access to content
1153 If you find that you require to collaborate with other content
1154 contributors, you have the ability to give them roles within a
1155 folder you own. By modifying a users local roles allows them
1156 to add, update, and contribute content with any number of
1157 other CMF content contributors in that given location, without
1158 having to give them permissions in other areas of the CMF
1159 you'd prefer them not to.
1161 To give another content contributor local roles, navigate to a
1162 folder where you wish to give them local roles. You can also
1163 navigate to a content item and select the 'Folder contents'
1164 link from the actions box. From the folder contents form, you
1165 select 'Set local roles' from the actions box.
1167 The 'Set local roles' action takes you to the manage local
1168 roles form; from which you can add or delete users who have
1169 additional roles in this location. To add a user to have
1170 additional local roles in this location, enter the name or
1171 email address of the user which you wish to assign local roles
1172 in the folder into the form field labled **search term**.
1173 Make sure you have selected the appropriate drop down which
1174 corresponds to the search term you have entered (i.e. if you
1175 choose to search for a user with their email, make sure you
1176 select 'Email Address' from the **Search by** drop down).
1178 By clicking the Search button, you will be returned a list of
1179 user's matching your query. Select the checkbox corresponding
1180 to the user(s) from the list returned by your search. Next,
1181 Select the role you'd like to give them from the drop down
1182 menu labled **Role to Assign**.
1184 Click Assign Roles button to complete the process of adding
1185 the local roles to the user(s) you selected from your search
1186 query. You will be returned to the manage local roles form
1187 with a notification indicating the user(s) have now been added
1188 the roles you've choosen to assign.
1192 Reviewing content
1194 "Reviewers" are members of the site who are responsible for
1195 ensuring the quality of site content. Members with review
1196 responsibility participate in the workflow of content publishing
1197 by checking and approving (or rejecting) the content for
1198 publication. Publication of content makes it visible to all
1199 visitors of the site (subject to any security setting made on the
1200 content).
1203 Browsing content submitted for review
1206 If you are tasked with reviewing content submitted for
1207 publication from your site's content contributors, you are
1208 easily notified when you need to browse the items which are
1209 pending review.
1211 If items are in the pending state, you will see a link in your
1212 actions box, indicating items are pending review. To browse
1213 the content which has been submitted for review, select the
1214 link which is displayed in your actions box similarly to the
1215 following example: 'Pending review (10)'. In this example, it
1216 indicates there are 10 item awaiting review in the pending
1217 queue.
1219 After clicking the link, you proceed to the pending review
1220 queue which lists all the content which is awaiting
1221 publishing. You can browse the content from this list. The
1222 title, content type, creation date, and a short description is
1223 displayed for each item in the pending review queue. From
1224 this list, you are able to browse directly to the content by
1225 clicking on it's title from the results query.
1228 Approving content for publication
1231 After you've browsed a list of content items pending review,
1232 you can browse directly to reviewing a piece of content by
1233 selecting the item from the list of content pending review.
1236 After reviewing the content, if you determine you wish to
1237 publish it live on your CMF site, from the actions box, select
1238 the 'Publish' link. Selecting the 'Publish' link takes you to
1239 the content publish form. Here you have the option of
1240 entering comments which are attributed to the your publishing
1241 of the content. Enter comments as appropriate and select the
1242 Publish this item button.
1244 After selecting the Publish this item button, you are
1245 redirected the 'View' of the content object with a
1246 notification it's status has now been changed. If you have
1247 additional items requiring review, you can repeat the process
1248 until you no longer have items in the review queue.
1251 Rejecting content
1253 <font color="red">[ Not yet done ]</font>
1258 Using the default CMF site
1260 The CMF provides an "out-of-the-box" Web site that provides many
1261 commonly needed site features automatically. The default site
1262 provides a basic site skin for common look and feel, member
1263 registration and login management and tools to perform full-text
1264 and fielded searches on site content.
1267 Becoming a site member
1271 Becoming a member of a site allows you to access the
1272 additional services of the site. Often this includes a
1273 personal online work area (your "desktop"), the ability
1274 create and submit your own content for publication and the
1275 ability to personalize the look and behavior of the site to
1276 better meet your needs.
1278 Note that different sites have different purposes, and the
1279 specific services available to site members depends on the
1280 choices of the site administrators. By default, a CMF site
1281 provides members with a private "desktop", the ability to
1282 create certain types of basic content and the ability to
1283 select the visual style of the site that they see.
1285 To become a member of a site, visit the site homepage and
1286 click on the "Join" link in the menu located on the left
1287 side of the page.
1289 Clicking the "Join" link will take you to a form. Complete
1290 the fields on the form and click the "Register" button to
1291 become a registered member of the site.
1293 The exact information required by the registration form will
1294 vary from site to site. The form for a default CMF site
1295 requires visitors to provide at least a login name, a
1296 password and a valid email address to become a member. The
1297 default form also gives you an option to have the password
1298 you provided at registration time emailed to you for future
1299 reference.
1301 After submitting the member registration form, you should
1302 see a page informing you that you have successfully been
1303 registered as a site member. This page also provides a link
1304 that you can use to log into the site immediately.
1308 Logging in to the site
1312 Visitors to a site who have registered as members must login
1313 to the site to use member-only services.
1315 To login to the site, visit the homepage of the site and
1316 click the "Log in" link on the menu (located at the left of
1317 the page in a default CMF site).
1319 The "Log in" link will take you to a form where you may
1320 enter your username and password for the site. You may also
1321 select the "remember by name" checkbox and the site will
1322 fill in your username on the form for you the next time you
1323 login.
1325 Once you have entered your name and password, click the
1326 "Login" button to login to the site. You should then see a
1327 message letting you know that you have been successfully
1328 logged in. If you did not type your username or password
1329 correctly, you will see a page telling you that the login
1330 did not succeed.
1334 The site homepage
1337 You can browse the homepage of the CMF via 2
1338 access methods.
1340 - Directly entering the site's homepage url.
1342 - Selecting the 'home' link from the top navigation bar.
1344 After you have accessed the site's homepage, you can browse
1345 the content published there (e.g. 10 most recent News
1346 Announcements, etc...)
1349 Personalization options
1353 There are times when you are required to change your
1354 preferences for your account within a CMF site, for example
1355 your email address has changed or you want to try out the new
1356 nifty site skin that has just been announced. To change your
1357 preferences, click the 'Preferences' link in your top user
1358 actions bar. This link takes you to the personalization form.
1360 On the personalization form, you have the option of modifying
1361 the any of the following:
1363 - Email address -- Your contact email address the site
1364 administrator will use in contacting you when necessary.
1366 - Listing status (off/on) -- Determines if you're login
1367 name is visible to other members when they select the
1368 'members' link from the navigation bar or view the site
1369 roster.
1371 - Skin -- The 'look and feel' skin which is applied around
1372 the content of the site. The skin effects your 'view'
1373 while navigating the site.
1375 While viewing the personalization form, make the necessary
1376 adjustments to your e-mail, listing status, and/or skin
1377 preferences and select the change button. You will return to
1378 the personalization form with a notification indicating your
1379 preferences have been changed successfully.
1383 Searching site content
1386 To find content on a CMF site, you often need to conduct a
1387 search query to return a list of content items which meet a
1388 group of search conditions to narrow down the returned search
1389 results. To search the site for information, you have 2
1390 different options.
1392 - Quick Search
1394 - Advanced Search
1396 If you choose to search the site via the quick search feature,
1397 enter the keyword (s) in the search text box in your top
1398 navigation bar and select the go button. This allows you to
1399 search the content cataloged on the site only via the keywords
1400 you've chosen to enter into the quick search field. After
1401 selecting the go button, you proceed to the search results
1402 list which displays the results of your query. The advanced
1403 search form is discussed in more detail next.
1405 If you would like to further parameterize your search or
1406 strictly limit your search to only content of a specific type,
1407 you will want to use the advanced search capabilities of the
1408 CMF. To access the advanced search form, click the 'search'
1409 link in the top navigation bar. This will take you to the
1410 advanced search form. Enter your search criteria and select
1411 the search button. The advanced search form allows you to
1412 search for content based upon any combination of the
1413 following:
1415 - Full text search -- The full text search searches for
1416 your keyword(s) in the fulltext of the content item, for
1417 example the entire body of a document.
1419 - Title -- The title searches for your keyword(s) only in
1420 the title of a content items.
1422 - Subject -- The subject search locates content items
1423 which match your keyword(s) found in the subject of
1424 content items.
1426 - Description -- The description search locates content
1427 items which match your keyword(s) found in the description
1428 of content items.
1430 - Confined date range for new items -- This date range
1431 search allows you to only return content items which are
1432 new since a specific period; for example only search for
1433 items which have been created in the past month.
1435 - Type of content you are interested in -- Searching by
1436 content type allows you to only search for content which
1437 you are interested in. For example, you might only wish
1438 to view News Items which have the word 'convention'
1439 mentioned in their description.
1441 - Creator -- Searching by creator allows you to narrow
1442 your search down to only content items created by the
1443 content creator id you enter into this field.
1445 After defining the parameters for your search, click the
1446 Search button. You will proceed to the search results,
1447 listing those content objects found which meet the conditions
1448 of your search. From the search results page, you can browse
1449 content on the site by title, description, type and the date
1450 the content item was last modified.
1452 It's possible for your search query to be too restrictive and
1453 no content is found which meets your search conditions. You
1454 might wish to return to the advanced search form and alter
1455 your query parameters to be less restrictive.
1459 Browsing topics
1461 <font color="red">[ Not yet done ]</font>
1465 Providing feedback on content
1468 There are various reasons why you might wish to comment on a
1469 piece of content posted on a CMF site. You might wish to
1470 contribute content, ask a question, or engage in a discussion
1471 with other users who visit the CMF site.
1473 To provide feedback on a piece of content, you must first
1474 navigate to the item you wish to comment upon. After viewing
1475 the content and you decide you wish to provide a comment on
1476 it, select the 'Reply' link from the actions box.
1478 After selecting the 'Reply' link, you will proceed to the
1479 feedback form for the content you have chosen to provide
1480 feedback upon. Next, you need to enter your comment into the
1481 textarea labeled **Reply body**.
1483 After entering your comment or reply, you can either select
1484 the 'preview' or 'reply' button to proceed. If you click the
1485 reply button, your comment is appended to the content at the
1486 bottom. If you click the preview button, you are able to
1487 preview your comment before committing it. After previewing
1488 your comment, you can click the review button to commit your
1489 comment to the content item or click the edit button to edit
1490 your comment. After editing your comment, you can then go
1491 through the preview process again by clicking the preview
1492 button or commit it by clicking the reply button.
1496 Advanced customization
1498 The CMF provides many ways for site developers to significantly
1499 customize or extend a CMF-based site. The current version of this
1500 document does not go into detail on advanced development topics.
1502 Advanced developers should visit the "CMF development site",
1503 http://cmf.zope.org for more information on resources to help site
1504 developers with advanced customization.
1507 Glossary
1509 **Site Manager** -- The actor responsible for implementing site
1510 policies such as security, workflow associations, metadata and
1511 syndication policies. The Site Manager is also responsible for
1512 the overall organizational structure of the site.
1514 **Membership Manager** -- The actor responsible for managing who
1515 has access to a site (particularly back-end line of business
1516 users), and controls the privileges and properties of users.
1518 **Site Developer** -- The actor responsible for implementing new
1519 functionality for a site and making changes to existing site
1520 capabilities. This is a "programmer" type of role, and users
1521 acting the Site Developer capacity are technical people.
1523 **Add-on Developer** -- The actor responsible for implementing
1524 new functionality that is suitable for distribution to one or
1525 more sites. **
1527 **Site Designer** -- The Site Designer is responsible for producing
1528 and maintaining the "look and feel" of a site. This includes
1529 graphics, layout, navigation and other human factors.
1531 **Workflow Designer** -- The Workflow Designer is responsible for
1532 defining new workflows and customizing existing workflows to meet
1533 business goals.
1535 **Content Creator** -- Content Creators are responsible for producing
1536 and maintaining the actual content of a site.
1538 **Reviewer** -- The actor responsible for ensuring the quality and
1539 correctness of site content.
1541 **Site Visitor** -- A Site Visitor is an "end user" of the
1542 site. The visitor may or may not have an identity known to the
1543 system. Visitors with a known identity are referred to as
1544 "Members" of the site, and often can do more on a site than
1545 visitors without a known identity ("Guests"). Member visitors
1546 often have a participatory role on the site. Site Visitors have
1547 some general goals that are applicable to most sites, but many of
1548 the specific goals and expectations of Site Visitors are dependent
1549 upon the specific CMF site.