Plone 5 Upgrades In Real Life
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Although Plone 5 has been released for 2 years, there are still lots of Plone 4.3 sites in the wild. A number of Jazkarta's clients have large, heavily customized Plone 4.3 sites and we have been upgrading them one at a time. As we have gained experience, we have developed strategies for these upgrade projects that minimize risk and spread the work over several mini-projects. In this short talk I will share what we have learned.
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In 2016, a group of social scientists at the University of California Berkeley received a large grant to develop tools for rigorous social science research, initially focused on collective identity formation. Jazkarta has been helping them develop Dallinger, a tool to automate experiments that use large numbers of subjects recruited on platforms like Mechanical Turk. They chose Jazkarta because of our web development and project management expertise, but also because of our familiarity with large, open source software projects - which is a goal for Dallinger. At this 2017 Plone Conference presentation, members of the Jazkarta team (David Glick, Alec Mitchell, Matthew Wilkes, and Sally Kleinfeldt) describe how we've put the lessons of Plone to work setting up this new open source project. We also describe how the technology stack (Python, Redis, Web Sockets, Heroku, AWS/Mechanical Turk/boto, Flask, PostgreSQL/SQLAlchemy, Gunicorn, Pytest, gevent) has been working for us.
For the Love of Volunteers! How Do You Choose the Right Technology to Manage ...
In this 2017 Non-profit Technology Conference session, Loren Drummond (Washington Trails Association), Karen Uffelman (Percolator Consulting) and Sally Kleinfeldt (Jazkarta) describe volunteer management systems - what makes a good one, how to evaluate your needs, and whether you should buy an off the shelf solution or build something custom. As a case study, they dive into the custom VMS that WTA built to manage their trail maintenance work parties, covering the project from inception through discovery and implementation. In 2016, the year after launch, WTA's VMS smoothly managed 150,000 trail maintenance volunteer hours done by 4,700 volunteers on 240 trails across the state of Washington - an astonishing $3.9 million dollars worth of labor donated to public lands.
Anatomy of a Large Website Project
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
Anatomy of a Large Website Project - With Presenter Notes
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
The Mountaineers: Scaling the Heights with Plone
Picture yourself at a non-profit with 50,000 active members and hundreds of volunteers. Your website has become dated and convoluted and needs to be replaced. You need the new site to support complex course registrations - multiple activities per course, multiple roles per activity, multiple people per registration, waitlisting, payments - without seeming complex. You need it to be easy for leaders to create new activities, for volunteers to volunteer, for members to sign up and donate, and for everyone to find what they're looking for in your vast portfolio of knowledge.
This is the story of The Mountaineers' journey to a new Plone site, which launched May 2014 after more than a year of development by a Jazkarta team consisting of David Glick, Cris Ewing, and Carlos de la Guardia. We'll describe some of the highlights, including:
- Handling rosters with collective.workspace
- Optimizing membrane-based users
- Using Stripe to process payments
- Using Celery as a message queue with Plone
- Our process for designing content types and getting content imported
- Pulling everything together with Solr-powered faceted search
Plone Hosting: A Panel Discussion
A lot has happened this year in the world of hosting Plone sites. This 2014 Plone Conference session aims to provide a forum for sharing information and debating approaches. We will begin with brief presentations from our panelists, followed by questions and discussion.
- Steve McMahon: Ansible
- Cris Ewing: AWS OpsWorks
- Sven Strack: Nix, Docker, OpenVZ
- Nejc Zupan: Heroku
- Nate Aune: OpenShift, Dotcloud, and other PaaS providers
Plone+Salesforce
Salesforce.com is a mature, feature-rich, highly customizable, software-as-a-service CRM that has had excellent integration with Plone since 2007. The combination of Plone and Salesforce.com is a great deal for non-profits - the Salesforce Foundation will donate up to 10 enterprise licenses to 501(c)3 organizations, and any additional licenses are deeply discounted.
In this talk I will review the Plone+Salesforce integration toolkit, describe recent improvements to the toolkit, and contrast this with what other CMSes have to offer.
Online Exhibits in Plone
Museums, libraries, art institutes, and many other types of organizations need online exhibits - websites that mimic the experience of walking through a gallery discovering interesting and beautiful objects. Dumbarton Oaks Research Library and Collection recently completed a major website redesign, with Plone as their chosen CMS, and online exhibits are an important part of the new site. They wanted many features, but they also wanted online exhibits to be easy for content editors - even interns - to create.
In this talk Sally Kleinfeldt and Alec Mitchell describe collective.exhibit the new open source Plone add-on for online exhibits that we have created for Dumbarton Oaks and for the Plone community. Sally will provide background about what Dumbarton Oaks wanted in their online exhibits. Alec will describe our implementation, covering our use of Dexterity content types, bulk content creation, and how we used templates to provide a rich feature set while still making it easy for inexperienced content editors to create exhibits.
Online exhibits in Plone
Museums, libraries, art institutes, and many other types of organizations need online exhibits - websites that mimic the experience of walking through a gallery discovering interesting and beautiful objects. Commercial museum collections management systems often provide this, but they are expensive and their features are often limited or require extensive customization. Open source exhibit software has proliferated in recent years, and some of these systems now provide features that approach CMS functionality. But what if you are starting with Plone, which is already a full-featured CMS?
Dumbarton Oaks Research Library and Collection is engaged in a major website redesign, and they have selected Plone as their CMS. Online exhibits will be an important part of their new website. They envisioned many features, such as image panning and zooming, timelines, favorites, and object comparison, and they also envisioned that online exhibits would be easy for content editors - even interns - to assemble. In this talk I will describe the online exhibit package that we have created for Dumbarton Oaks, and our incremental approach to defining and implementing it.
ZODB Tips and Tricks
We may know that our content is safely stored in the ZODB, but there's a lot more than the Zope Object Database can do for us. In this talk Carlos de la Guardia covers some tips and tricks to do things like rescue crashed databases, do ad-hoc reports of database objects, view the contents of the ZODB outside of Plone, use relstorage and more.
Link to the audio presentation: http://2011ploneconference.sched.org/event/885282df9807bdfec7fa2a16c1fb1ef9
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...
ここ3000字までしか入らないけどタイトルの方がたくさん文字入ると思います。
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Plone 5 Upgrades In Real Life
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- 2. Plone 4.3 is getting old...
- 3. Python 2.7 EOL in 2020
- 4. 4.3 => 5 is non-trivial...
- 5. ...so divide and conquer!
- 6. 3 separate projects can be done in any order
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- 8. 2) Migrate core content types AT->DX
- 9. 3) Migrate custom content types AT->DX - Can be done one at a time in mini projects
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- 12. About migrating large amounts of content...
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- 15. For each type's migrator define lists of: - attributes to keep/remove - attributes to move - interfaces to remove - annotations to keep/remove - etc.
- 16. Base class - Checks for forgotten attributes and annotations - Patches catalog to avoid accidentally indexing while migrating
- 17. Can share Github gist if there is interest