Mastering Plone 5 development

This is the documentation for the "Mastering Plone 5" training.

Mastering Plone is intended as a week-long training for people who are new to Plone or want to learn about the current best practices of Plone development. It can be split in two trainings:

• A beginner training (2 to 3 days) that covers chapters 1-18.

• An advanced training (3 to 5 days) that covers the rest.

At conferences a shortened 2-day version of the advanced training with a slightly modified order is held.

Mastering Plone 5 Development

• 1. About Mastering Plone
  • 1.1. Upcoming Trainings
  • 1.2. Previous Trainings
  • 1.3. Trainers
  • 1.4. License
  • 1.5. Using the documentation for a training
  • 1.6. Contributing
• 2. Introduction
  • 2.1. Who are you?
  • 2.2. What will we do?
  • 2.3. What will we not do?
  • 2.4. What to expect
  • 2.5. Classroom Protocol
  • 2.6. Documentation
  • 2.7. Further Reading
• 3. What is Plone?
  • 3.1. Core concepts
    • Traversal
    • Object publishing
    • Schema-driven content
    • Component Architecture
• 4. Installation & Setup
  • 4.1. Installing Plone
  • 4.2. Hosting Plone
  • 4.3. Production Deployment
• 5. Installing Plone for the Training
  • 5.1. Installing Plone without vagrant
  • 5.2. Installing Plone with Vagrant
    • Install VirtualBox
    • Install and configure Vagrant
    • What Vagrant does
• 6. The Case Study
  • 6.1. Background
  • 6.2. Requirements
• 7. The Features of Plone
  • 7.1. Starting and Stopping Plone
    • Exercises
  • 7.2. Walkthrough of the UI
  • 7.3. Users
  • 7.4. Configure a Mailserver
  • 7.5. Content-Types
  • 7.6. Folders
  • 7.7. Collections
  • 7.8. Content Rules
  • 7.9. History
  • 7.10. Manage members and groups
  • 7.11. Workflows
  • 7.12. Working copy
  • 7.13. Placeful workflows
• 8. The Anatomy of Plone
  • 8.1. Database
  • 8.2. Zope
  • 8.3. Content Management Framework
  • 8.4. Zope Toolkit / Zope3
  • 8.5. Zope Component Architecture (ZCA)
  • 8.6. Pyramid
  • 8.7. Exercise
• 9. What's New in Plone 5, 5.1 and Plone 5.2
  • 9.1. Default Theme
  • 9.2. New UI and widgets
  • 9.3. Folder Contents
  • 9.4. Content Types
  • 9.5. Resource Registry
  • 9.6. Chameleon template engine
  • 9.7. Control panel
  • 9.8. Date formatting on the client side
  • 9.9. plone.app.multilingual
  • 9.10. New portlet manager
  • 9.11. Remove portal_skins
  • 9.12. Plone 5.1
  • 9.13. Plone 5.2
• 10. Configuring and Customizing Plone "Through The Web"
  • 10.1. The Control Panel
    • General
    • Content
    • Users
    • Security
    • Advanced
  • 10.2. Portlets
  • 10.3. Viewlets
  • 10.4. ZMI (Zope Management Interface)
    • Actions (portal_actions)
    • portal_view_customizations
    • CSS Registry (portal_css)
    • Further tools in the ZMI
  • 10.5. Summary
• 11. Theming
• 12. Extending Plone
  • 12.1. Extension technologies
    • Component Architecture
    • Configuring Zope Components with ZCML
    • GenericSetup
• 13. Extend Plone With Add-On Packages
  • 13.1. Some notable add-ons
  • 13.2. How to find add-ons
  • 13.3. Installing Add-ons
    • Making the add-on packages available to Zope
    • Installing add-ons in your Plone Site
  • 13.4. collective.easyform
  • 13.5. Add page layout management with plone.app.mosaic
  • 13.6. Internationalization
  • 13.7. Summary
• 14. Dexterity I: "Through The Web"
  • 14.1. What is a content type?
  • 14.2. The makings of a Plone content type
  • 14.3. Dexterity and Archetypes - A Comparison
  • 14.4. Modifying existing types
  • 14.5. Creating content types TTW
  • 14.6. Moving contenttypes into code
  • 14.7. Exercises
    • Exercise 1
    • Exercise 2
• 15. Buildout I
  • 15.1. Minimal Example
  • 15.2. Syntax
  • 15.3. Recipes
  • 15.4. References
  • 15.5. A real life example
  • 15.6. Mr. Developer
  • 15.7. Extensible
  • 15.8. Be McGuyver
• 16. Write Your Own Add-Ons to Customize Plone
  • 16.1. Creating the package
  • 16.2. Eggs
  • 16.3. Inspecting the package
  • 16.4. Including the package in Plone
  • 16.5. Exercises
  • 16.6. Summary
• 17. Return to Dexterity: Moving contenttypes into Code
  • 17.1. Changing a widget
  • 17.2. Protect fields with permissions
    • Exercise 1
  • 17.3. Summary
• 18. Views I
  • 18.1. A simple browser view
• 19. Page Templates
  • 19.1. TAL and TALES
    • python expressions
    • tal:condition
    • tal:repeat
    • path expressions
    • Pure TAL blocks
    • handling complex data in templates
  • 19.2. Chameleon
  • 19.3. Exercise 1
  • 19.4. METAL and macros
    • macros in browser views
  • 19.5. Accessing Plone from the template
  • 19.6. Exercise 2
  • 19.7. Accessing other views
  • 19.8. What we missed
• 20. Customizing Existing Templates
  • 20.1. The view for News Items
  • 20.2. The Summary View
  • 20.3. Finding the right template
  • 20.4. skin templates
  • 20.5. Summary
• 21. Views II: A Default View for "Talk"
  • 21.1. View Classes
  • 21.2. Browser Views
  • 21.3. Reusing Browser Views
  • 21.4. The default view
  • 21.5. Using helper methods from DefaultView
  • 21.6. The complete template for talks
  • 21.7. Behind the scenes
• 22. Views III: A Talk List
  • 22.1. Using portal_catalog
  • 22.2. brains and objects
  • 22.3. Querying the catalog
  • 22.4. Exercises
    • Exercise 1
    • Exercise 2
  • 22.5. The template for the listing
    • Exercise
  • 22.6. Setting a custom view as default view on an object
  • 22.7. Summary
• 23. Testing in Plone
  • 23.1. Types of tests
    • Unit tests
    • Integration tests
    • Functional tests
    • Acceptance tests
    • JavaScript tests
    • Doctests
  • 23.2. Writing tests
  • 23.3. Plone tests
    • Getting started
  • 23.4. Robot tests
  • 23.5. More information
• 24. Behaviors
  • 24.1. Dexterity Approach
  • 24.2. Names and Theory
  • 24.3. Practical example
  • 24.4. Adding it to our talk
• 25. Writing Viewlets
  • 25.1. A viewlet for the featured behavior
  • 25.2. Featured viewlet
  • 25.3. Exercise 1
  • 25.4. Exercise 2
• 26. Programming Plone
  • 26.1. plone.api
  • 26.2. portal-tools
  • 26.3. Debugging
  • 26.4. Exercise
• 27. IDEs and Editors
• 28. Dexterity Types II: Growing Up
  • 28.1. Add a marker interface to the talk type
    • Marker Interfaces
  • 28.2. Upgrade steps
  • 28.3. Add a browserlayer
    • Exercise
  • 28.4. Add catalog indexes
  • 28.5. Query for custom indexes
  • 28.6. Exercise 1
  • 28.7. Add collection criteria
  • 28.8. Add versioning through GenericSetup
  • 28.9. Summary
• 29. Custom Search
  • 29.1. eea.facetednavigation
  • 29.2. collective.collectionfilter
• 30. Turning Talks into Events
  • 30.1. Exercise 1
  • 30.2. Exercise 2
    • Summary
• 31. User Generated Content
  • 31.1. Self-registration
  • 31.2. Constrain types
  • 31.3. Grant local roles
  • 31.4. A custom workflow for talks
  • 31.5. Move the changes to the file system
    • Import/Export the Workflow
    • Enable self-registration
    • Grant local roles
• 32. Resources
• 33. Using Third-Party Behaviors
  • 33.1. Add Teaser With collective.behavior.banner
• 34. Dexterity Types III: Python
  • 34.1. The Python schema
  • 34.2. The Factory Type Information, or FTI
    • Exercise 1
  • 34.3. The view
  • 34.4. The viewlet
  • 34.5. The template for the viewlet
    • Exercise 2
    • Exercise 3
• 35. Dexterity: Reference
  • 35.1. Fields included in Plone
  • 35.2. How fields look like
  • 35.3. 3rd party fields
  • 35.4. Datagrid Field
  • 35.5. Widgets
  • 35.6. Directives
    • Validation and default values
• 36. Relations
  • 36.1. Creating relations in a schema
  • 36.2. Accessing and displaying related items
  • 36.3. Creating RelationFields through the web
  • 36.4. The stack
  • 36.5. RelationValues
  • 36.6. Accessing relations and inverse relations from code
• 37. Manage Settings with Registry, Control Panels and Vocabularies
  • 37.1. The Registry
  • 37.2. A setting
  • 37.3. Accessing and modifying values in the registry
  • 37.4. Add a custom control panel
  • 37.5. Vocabularies
• 38. Creating a Dynamic Front Page
  • 38.1. The Front Page
  • 38.2. The template
    • Exercise 1
  • 38.3. Twitter
  • 38.4. Activating the view
• 39. Creating Reusable Packages
• 40. More Complex Behaviors
  • 40.1. Using Annotations
  • 40.2. Using Schema
  • 40.3. Writing Code
    • Exercises
• 41. A Viewlet for the Votable Behavior
  • 41.1. Voting Viewlet
  • 41.2. Writing the Viewlet code
  • 41.3. The template
  • 41.4. JavaScript code
  • 41.5. Writing 2 simple view helpers
• 42. Making Our Package Reusable
  • 42.1. Adding permissions
  • 42.2. Using our permissions
  • 42.3. Provide defaults
• 43. Using starzel.votable_behavior in ploneconf.site
• 44. Releasing Your Code
• 45. Buildout II: Getting Ready for Deployment
  • 45.1. The Starzel buildout
  • 45.2. A deployment setup
  • 45.3. Other tools we use
• 46. Plone REST API
  • 46.1. Installing plone.restapi
  • 46.2. Explore the API
    • Exercise
  • 46.3. Implementing the talklist
  • 46.4. Submit lightning talks
  • 46.5. Exercise
• 47. The Future of Plone
• 48. Optional
• 49. Using the code for the training
  • 49.1. The code-package
  • 49.2. Getting the code for a certain chapter
  • 49.3. Moving from chapter to chapter
  • 49.4. Tags
  • 49.5. Updating the code-package

Please note that this document is not complete without the spoken word of a trainer.

Even though we attempt to include the most important parts of what we teach in the narrative but reading it here can in no way be considered equal to attending a training.