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Your Plone [Intranet] in a Box™

Plone is an excellent out of the box collaboration solution with rock-solid security track record. Learn how you can set up your own Plone [Intranet] in a Box™ in just a few minutes on any cloud provider and run it for as many users as you need, for only a few dollars per month.

https://2020.ploneconf.org/talks/your-plone-intranet-in-a-boxtm/view

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Your Plone [Intranet] in a Box™

  1. 1. YOUR PLONE [INTRANET] IN A BOX™ Kim Nguyen / kim@sixfeetup.com 1
  2. 2. ABOUT ME ➤ Director of Engineering @ Six Feet Up ➤ Plonista since 2003 ➤ 350+ Plone sites at University of Wisconsin Oshkosh, including the campus Intranet ➤ Plone Foundation Board (2014-2019), Plone Conference organizer (2016, 2017), Plone Symposium Midwest organizer (2013, 2014) 2
  3. 3. PLONE Secure, Flexible Content Management In A Box 3
  4. 4. PLONE 6 Volto: React-based Front End 4
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  7. 7. PLONE AND INTRANETS ➤ Plone’s silent but huge use case: ➤ governments (Brazil, Belgium) ➤ universities ➤ corporations (Star Alliance, Porsche) 7
  8. 8. WHAT IS AN INTRANET ➤ Access management ➤ Collaboration between teams and individuals ➤ Document-centric (pages, PDFs) ➤ Highly organized (folder structures) ➤ Search ➤ Forms, forms data ➤ Dashboards, customizability 8
  9. 9. PLONE IN A BOX™ ➤ An easy way to deploy a new Plone server ➤ Takes 2–15 minutes ➤ Choose from 2 cloud providers (3rd coming soon) 9
  10. 10. PLONE IN A BOX™ ON LINODE ➤ Linode is used by the Plone Foundation ➤ Inexpensive: $5/month and up ➤ Ready in under 15 minutes ➤ Create an account at https://linode.com ➤ Create a new virtual machine, using the Community StackScript named “Plone In A Box” ➤ Follow the step-by-step instructions at https://github.com/ tkimnguyen/plone-in-a-box 10
  11. 11. PLONE IN A BOX™ ON AMAZON AWS ➤ Largest, most established, feature-rich cloud provider ➤ $15/month and up ➤ Ready in ~3 minutes ➤ Create a free AWS account at https://aws.amazon.com/ ➤ Create a new virtual machine, using the Amazon machine image (AMI) named “Plone In A Box” ➤ Follow the step-by-step instructions at https://github.com/ tkimnguyen/plone-in-a-box 11
  12. 12. PLONE IN A BOX™ ON DIGITALOCEAN ➤ Inexpensive: $5/month and up ➤ Known for its App Marketplace ➤ Coming soon 12
  13. 13. LET'S USE AMAZON AWS ➤ …because it’s the quickest to set up! 13
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  15. 15. WHAT’S INSIDE PLONE IN A BOX™? ➤ Some well-known add-ons: ➤ collective.documentviewer (for PDFs, other doc formats) ➤ collective.easyform (editable forms) ➤ pas.plugins.ldap (Active Directory) ➤ plone.app.mosaic (tile-based layouts) ➤ collective.lineage (create subsites) ➤ Plone starts at boot time 15
  16. 16. PLONE IN A BOX™ IS FOR TEST DRIVING ➤ Plone in a Box™ is not locked down ➤ Does not send out email ➤ Steps to secure minimally: ➤ Change the admin password! ➤ Add a fi rewall ➤ Disable root login, password logins ➤ Install an SSL certi fi cate, require secure HTTPS browsing ➤ Ask a Plone provider; see plone.com 16
  17. 17. PLONE’S ACCESS MANAGEMENT ➤ Plone’s powerful security model ➤ Users and groups ➤ Permissions and roles ➤ Large scale access management (Active Directory, LDAP) ➤ Work fl ow is a core feature ➤ Compare to other CMSs 17
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  19. 19. “A watched pot never boils -Johnny Appleseed 19
  20. 20. PLONE CONTENT TYPES ➤ Pages ➤ Files (PDFs, Word, Excel, etc.) ➤ Images, photos ➤ News items ➤ Calendar events ➤ Collections (reusable queries) ➤ Create custom content types, e.g. meeting agendas, using just your web browser or in code 20
  21. 21. ORGANIZATION OF CONTENT ➤ Folders ➤ Nested folders ➤ Per-folder security 21
  22. 22. PLONE WORKFLOW ➤ Work fl ow = states + transitions ➤ E.g., create a page, submit it for review, then publish 22
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  24. 24. PLONE WORKFLOW ➤ A content item has a state ➤ Every state de fi nes who can do what to the content item ➤ There are transitions between states ➤ Every transition de fi nes who can execute it and under what condition(s) ➤ Security is applied consistently per-item, per-state, per-transition 24
  25. 25. SEVERAL INCLUDED WORKFLOWS ➤ Simple Publication Work fl ow: ➤ private → pending → published ➤ Intranet/Extranet Work fl ow ➤ private → internal → pending → internally published → external ➤ …and others ➤ You can create custom work fl ows 25
  26. 26. APPLYING WORKFLOW ➤ Each Plone site has a default work fl ow ➤ Each content type can have its own work fl ow ➤ A folder can have its own work fl ow (“Placeful Work fl ow”) 26
  27. 27. EXAMPLE FOLDER STRUCTURE ➤ “Public” ➤ “Services” ➤ “About” ➤ “Intranet” ➤ “Teams” ➤ “Team1”, “Team2” ➤ “Clients” ➤ “Client1” ➤ “Client2” 27
  28. 28. COLLABORATION BETWEEN TEAMS AND INDIVIDUALS ➤ Create workspaces (folders or nested folder structures) for teams ➤ Use either: ➤ the Sharing view to grant add/edit/view/review for a team ➤ Placeful Work fl ow to set a per-folder work fl ow policy 28
  29. 29. TURN AN ENTIRE SITE INTO AN INTRANET ➤ Change the site’s default work fl ow to Intranet/Extranet Work fl ow ➤ Or create a hybrid: mix publicly-visible with private content (requires login) 29
  30. 30. BUILT-IN SEARCH ➤ Plone’s search is security-aware ➤ Searches all content items by title, description, keywords, rich text body ➤ You can include custom content type fi elds in search ➤ Scale up with Solr, Elasticsearch to search millions of items 30
  31. 31. FORMS ➤ Editable forms ➤ Exportable data (CSV) ➤ Custom actions (send email, create content, initiate work fl ow) ➤ Example: conference registration form (see “Building a Multiconference Solution on Plone 5.2” by Janine Donnelly, Annette Lewis) 31
  32. 32. WORKFLOW APPLICATIONS ➤ Forms + work fl ow = a very powerful use of Plone ➤ Create custom content types & forms, apply a custom work fl ow ➤ Replaces old, slow paper-based processes ➤ O ffi ce of International Education at University of Wisconsin Oshkosh has saved 0.5 FTE/year since 2008 ➤ See training.plone.org/5/ttw/work fl ow.html 32
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  34. 34. “Nerding alert! -Johnny Appleseed 34
  35. 35. MAKING PLONE ENTERPRISE-READY ➤ Use a more scalable ZEO deployment of Plone ➤ Add a web server and HTTPS/SSL ➤ Add caching, in Plone, varnish, Cloud fl are/Cloudfront CDN ➤ Add Plone backups, system-level backups, log rotation, monitoring 35
  36. 36. MAKING PLONE ENTERPRISE-READY ➤ Consider using a large-scale database: RelStorage & PostgreSQL or Amazon RDS ➤ Connect to centralized authentication (LDAP, ActiveDirectory, OAuth) ➤ Add Amazon Simple Storage Service (S3) for bulk fi le storage ➤ Deploy Plone ZEO clients using autoscaling containers (Docker) ➤ See “Running Plone on AWS” by Calvin Hendryx-Parker 36
  37. 37. EXAMPLE AWS ARCHITECTURE 37
  38. 38. IN SUMMARY… ➤ Plone in a Box™ lets you get a running Plone site in minutes ➤ Plone makes a ready-to-go intranet ➤ Plone can scale for large organizations 38
  39. 39. NEXT STEPS ➤ Learn more (plone.com, plone.org) ➤ See the documentation(docs.plone.org) ➤ Get self-paced Plone training (training.plone.org) ➤ Join the Plone forum (community.plone.org) ➤ Let us know how you’d like to use Plone! (sixfeetup.com) ➤ See quaive.com for a Plone-based “social intranet” solution (open source version at ploneintranet.org, docs.ploneintranet.org) 39
  40. 40. Planning Development Orchestration Support QUESTIONS? PLEASE ASK ME ! KIM@SIXFEETUP.COM 40

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