Starting with CPS<br/><br/>Making a New Site<br/>This tutorial is designed to show novice users how to go about building a simple web site for both public and private access. Every step needed to create a simple CPS web site is demonstrated and explained. The tutorial is broken into several parts, as it is quite lengthy and may be added to if I can find the time. Most of the text in this document is explanatory and, hopefully, will help new CPS users to understand some of the basics. This initial part will cover q<br/><br/>q<br/><br/>q<br/><br/>q<br/><br/>q<br/><br/>Creating Sections This site will consist of four sections. Two sections will be made available to anonymous site visitors, one section will be hidden, but still available to anonymous users and the last section will be reserved for site members belonging to a specific member group. Creating Workspaces Only a single workspace is created for use in the tutorial. This workspace will be made available for one specific member group. Local Role Assignment The default Local Roles that are created as part of the Zope and CPS installation will be used. Local Roles are set to allow public access to some sections and restricted access to a section and a workspace. User Creation A single user is created as part of this tutorial. Group Creation A single member group is created for the tutorial.<br/><br/>All commands used in the tutorial are shown as blue text. All other text is explanatory.<br/><br/>This first section of the tutorial takes you through the steps of building the site structure. Although the site created in the tutorial is very simple, using the same concepts and a bit of experimentation with the content types and tools available in CPS should enable any users with basic computing skills to develop an advanced website for both anonymous and private access. These pages will be created using some of the tools available in CPS itself. To complete the tutorials yourself you will need access to a brand new CPS site. Both Manager and Member levels of access will be used in the tutorial. Creating a new web site using CPS can be a very simple process, if you know and understand the methods used to layout and populate web pages with the different content types available. Like all computer programs of any complexity, CPS can be a bit daunting for novice users. If you are already experienced with Zope and have used the CMF (Content Management Framework) then<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (1 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>learning CPS should be very easy. However, if you have no Zope and CMF experience, trying to use CPS to build an attractive web site may seem like a difficult and time consuming process, and can involve much trial and error. Hopefully, after reading this tutorial novice CPS users will understand the basic steps involved in creating a web site layout using CPS.<br/><br/>Software Used<br/>This tutorial has been created using the development version of CPS, v3.3.2, although the tutorial should be suitable for users of CPS version 3.3+. No extra software has been used other than software included with CPS releases. Users of the CPS version 2 series may need to install the CPSPortlets product. After installing CPS inside your Zope instance there is one optional CPS component that needs to be installed, CPSSkins. This tutorial makes use of CPSPortlets, and to effectively use CPSPortlets you need to have CPSSkins installed. CPSPortlets is not included with the current stable version of CPS (version 3.2.4 as of March 27 2005). If you are using a version of CPS that does not include CPSPortlets a similar process of site layout can be accomplished with CPSSkins alone.<br/>q q<br/><br/>Zope v 2.75 CPS v 3.3.2<br/><br/>Links to products used in this tutorial.<br/>q q q q<br/><br/>q<br/><br/>Zope Home Page www.zope.org CPS community site www.cps-project.org Zope.org CPS site zope.org/Members/nuxeo/Products CPSSkins http://www.medic.chalmers.se/~jmo/CPS/ Note - CPSSkins is included with the CPS download. Zope.org CPSSkins www.zope.org/Members/jmo/CPSSkins<br/><br/>Tutorial Start<br/>Site Layout - Sections and Workspaces<br/>After installing Zope, CPS and then CPSSkins you will have a basic web site that contains one page with some text that provides some information about CPS (see Figure 1). The site is using the Autumn theme, which is the default theme that is loaded when CPSSkins is added to the CPS<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (2 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>site.<br/><br/>Figure 1. The default CPS welcome screen with the Autumn theme from CPSSkins installed. As CPS is fully multi-lingual translations for all installed languages of this text can be found by using the ZMI (Zope Management Interface) and browsing to the default translation in the Localizer folder of your site. Use the filter to find welcome_body and you will see the different language versions of the welcome text. It is unlikely you will need to use this method of displaying site contents, although it does work well; there are better and easier ways to create multi-lingual content for your site. Use the Translate option from the Object Actions menu to create different translations of your site content.<br/><br/>This tutorial is going to replace this default Welcome to Nuxeo CPS screen with a simple page that contains some text and a couple of images. Step 1 - Login to the new site as a manager<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (3 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>When you create a new CPS site from the ZMI you have to assign a site manager as part of the site creation process. For this tutorial the manager will need to login to the site to build the basic site structure and then create some new members. Fill in your name and password in the login form on the left side of Figure 1 screen. After completing this you will be shown to the Login Success screen (Figure 2).<br/><br/>Figure 2. The CPS Login Success screen.<br/><br/>Figure 2 shows the login screen a site manager sees. A site member does not have access to as many commands as the manager, otherwise the screen is very similar. Like every area of CPS, this screen can be modified to display any contents needed. As this is a brand new CPS site that has not been logged into before there is one thing that should be noticed. On the left side of the screen is a part of the screen that contains the current users name and some other commands. The first time a user logs in this area contains only 3 items. The first time a user picks on any command or link on the page this section changes to display other items as CPS creates a members private area and calendar, and, depending on the options installed other items as well.<br/><br/>Sections<br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (4 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>The first step in making the public areas of the site is to create a series of sections. A section in CPS is an area of the site that is created to hold published content. Depending on the options used for the section, it may be publicly available and visible to all site visitors and members, or it could be visible to only one user after they login. Any member or combination of members can be assigned permission to view, modify or manage any section of the site. For this tutorial we are going to create 2 publicly visible sections, another public section that is hidden and one other section that will be visible to all site members belonging to a specific member group after they have logged in. Once you understand how to make sections publicly and privately available you should then be able to create sections for individuals or groups to suit your needs. Once created, a section can be assigned managers, reviewers and readers by using the Local roles assignment. Figure 2 shows the screen after logging in. There are currently no sections in the site, and a single workspace. The workspace is displayed as a tab and clearly labelled as Member Areas. Immediately above the Member Areas workspace label you can see a small tab with a plus symbol ( ) inside. This tab and symbol would not be visible to a site member who logs into the site, by default only site managers can create new sections, although like all security considerations in CPS this can be easily delegated to one or more site members or groups.<br/><br/>(+)<br/><br/>Create the Sections<br/>If you have browsed to another screen inside CPS move back to the site root. The site root, also called the site home page, will be added in the next tutorial in this series. The easiest way to move to the site root is to pick on the small Light globe image at the top left of the screen. Pick on the blue tab with the plus ( ) symbol to create the first section. You should see something similar to Figure 3 below.<br/><br/>+<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (5 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 3. The Add content screen when inside a section.<br/><br/>Your screen could contain more options than shown here, depending on the optional components you have installed with CPS. As we are currently creating a new section the content types available to us in this part of the site are limited. More content types are available and will be demonstrated later in this tutorial, as well as the process of publishing content into the sections. Type a new name for the section. Your layout options would be reduced if you used a very long section name. It is best to keep the names to one or two words if possible, otherwise your section labels can become large and unwieldly. Another thing you should remember about the section label is that the URL that is created to access your new section is made up from the section label. CPS uses a lower case version of the section name, with spaces converted to under-scores to build the URL. If you have site content or sections with identical or similar names CPS may append a number to ensure the URL is unique for each section you create. The section name can be changed at any time in the future, although changing the section name will not necessarily change the URL. Make sure the Section radio button is selected and then type a title for the new section. I will use the highly imaginative name, Public Section One for this section. Pick on the Add button. After picking the Add button the screen changes to display the form shown in Figure 4, with the heading of Create a document of type Section.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (6 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 4. The Section description and display type.<br/><br/>You can change the section title at this point and, depending on how the section is to be used the description may or may not be an important consideration. As this section is going to be a public access area, any description should be written as if it will be seen by the public. The only other item of note is the drop down list labelled Hide this folder in the navigation. There are only two options on the list, Yes and No. Next to the label is a question mark icon which, when you pick on it, displays a small popup explanation this folder will be hidden in view mode, you can still view/access this folder using 'Folder Contents' or when choosing a target for publishing. Use 'Local Roles' to secure the folder access. A hidden section is most useful as a container for images and other content that you want displayed by site users selecting hyperlinks. The section itself will not be visible, but the contents of the section can still be displayed or linked to. Type in a description if you want one, or leave the description blank. Don't Hide this folder (leave the drop down list at No), then Pick on the Create button. Figure 5 below shows the resulting screen after picking on the Create button.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (7 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 5. The screen display after creating the new Section .<br/><br/>The partial screen display shown in Figure 5 has had the numbers 1, 2 3 and 4 added to the image. These numbers are used to indicate the areas explained below. 1. Breadcrumbs The number 1 is immediately above a black line containing some text. This text is actually a series of hyperlinks that show you your current location in your site hierarchy. You can pick on any of the links to move to another location in the site. This line of links is known as Breadcrumbs in CPS parlance. In the example above the four links shown in the Breadcrumbs trail, in reverse order, are: r Public Section One, the newly created section. r Root of Sections, the base, or root for all sections in your site. r CPS Portal, the highly imaginative name I gave to this CPS site when I created it. r CPS Tutorial Site, the name of a folder in the root of my Zope instance that contains the CPS site.<br/>r<br/><br/>This site has been created only for the purposes of this tutorial. There are techniques available to restrict the Breadcrumbs trail so it only shows your CPS site and not the Zope folder as shown above. 2. The Section Name This label shows the name of the section just created. As you would expect, this label is a hyperlink and allows you to move to this section by clicking on it. Move your mouse pointer slowly over the section name label and look at the status bar in your browser. You will see the URL name that CPS created from your section name. In this example the name displayed is public_section_one. Immediately below the new section label is a small triangle with a small plus sign next to it. Picking on this plus sign allows you to create either a sub-section within your new section, or any of the other content choices available in Figure 3 above.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (8 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Also notice how the plus sign we picked on earlier has moved to the right to make room for the section just created. 3. The Object Actions menu The menu items shown as a list of text hyperlinks next to the number 3 above are also shown on the left side of the screen in a box labelled Object Actions that is not shown in Figure 5 above. The Object Actions menu lists all commands that are available to operate on the currently opened page, in this case the new section just created. Depending on your permissions and location within the site, the Object Actions menu will display different options to suit the different content types and the permissions available to you. A site member does not have anywhere near as many options as a site manager. The menu will not display any options or commands that you lack permission to perform. Some options on the Object Actions menu are obvious while others will require a little experimentation before you understand them. 4. Up to Root of Sections This shows a contextual navigation link that will take you up one level in the site. In this case it will take us to the Root of Sections, but if you were in a sub-folder it would take you to the sub-folders parent folder. We have now created our first site section. Although the section is clearly visible to you as a site manager, it is completely invisible to any site members or anonymous site visitors. Normally you would create a section and then add your content to it before you allow public access. Next we need to create two more sections. Pick on one of the links that will take you to the Root of Sections, then using the same steps as above create two more sections. I will use the section names Public Section Two and Private Section; you can choose different names if you prefer. Enter a description for the Public Section Two, but don't enter any description for the Private Section. Don't Hide these folders in the navigation, we want them to be visible. Now create one more section, but this time select Yes to the option to Hide the folder in the navigation. I will name my folder Hidden Resources. This section will be a container for images and other content we want available, but not readily visible. A description is optional and should not be needed. It is important to remember the name of this section, as it will not be visible unless you use the Folder contents view from the Object Actions menu while you are in the Root of Sections. As I used the name Hidden Resources, the URL for the section will be hidden_resources. Note the case change and the underscore character in the URL After creating these three other sections your screen should look like Figure 6 below. Notice that the Hidden Resources section is not visible as a section label, although it currently appears in the<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (9 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Navigation Tree menu on the left of the screen.<br/><br/>Figure 6. The screen display after creating the four sections.<br/><br/>The partial screen display shown in Figure 6 was made immediately after creating the Hidden Resources section. As can be seen from the Breadcrumbs trail and the highlighted Hidden Resources shown in the Navigation Tree menu, the current position is inside the new hidden section. As soon as you move out of the hidden section it will no longer appear in the Navigation Tree menu, although the visible sections will. The only way to actually see the section on screen (without typing the link) is to move to the Root of Sections and then select the Folder contents option from the Object Actions menu. The Folder contents option changes the screen display and gives you some extra options that are only available in that view. You can change the order of the items within the folder, re-name the URL and delete the items from the Folder contents view. Pick on one of the links that will take you to the Root of Sections. If you now look at the contents of the Root of sections you can only see the first three sections created. The hidden section named Hidden Resources that was just created is not visible. Now select the Folder contents option from the Object Actions menu. After selecting the Folder contents view your screen should appear similar to that shown in Figure 7 below.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (10 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 7. The Folder contents view of the screen after creating the four sections.<br/><br/>The options shown in Figure 7 for selecting, moving and copying the contents of the section are fairly obvious and don't need much explanation. Just select the items to be moved, copied or deleted and pick on the appropriate command button. After you select an item, or items, and then select the Copy button another button labelled Paste will also appear. If you copy and paste a Section or any other content into the same folder as the original, CPS will prepend the words copy_of_ to the URL of the original. This ensures the URL is unique. If you do it more than once the prepended text has a number added to it, and becomes copy2_of_ and so on. Note - the Title does not change, only the Object id, or URL. The button labelled Change object id is used to change the URL of the selected content items. Remember, CPS uses the name you give the content (in this case section names) to create the URL by which the content is reached. If you want a different URL just select the items you want to change and then select this button. If you use upper case characters or spaces CPS will remove them from the URL. Copy and Paste Warning As a site manager you can copy and paste content from any part of your site to any other part. There is one thing you should never do. Don't copy items from a Workspace to a Section, or viceversa. You can copy and paste content from one section to another, or from one workspace to another and the content will behave as expected. If you copy content from a workspace into a section the content will not appear to users viewing the section. You must either use the publishing process<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (11 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>or create the content directly in a section for it to be visible to site users. We have now created all the sections needed for this tutorial.<br/><br/>Add Site Members and Groups<br/>Before adding members to the site we should really create any special roles and then create any member groups needed. For this tutorial I will be using only one Group and no extra roles. As this is a tutorial we will create a new group called SiteTutorial. Notice there is no space in the name. You cannot have spaces in the name of a group. Use an underscore character if you need to. All site members who are involved with the tutorial will be members of this group. I don't think there is a limit on the number of groups you can create, but if there is it will be hundreds or thousands. It is probably advisable to keep the number of groups to the minimum you need. If you need extra groups you can create them at any time in the future. Pick on the word Directories in the Portal Actions box shown on the left in Figure 6.<br/><br/>Figure 8. A partial screen display showing the portal Directories.<br/><br/>The number of portal Directories visible depend on which optional CPS components you install. Adding the CPSWebMail product can add another three directories, and other products may also have their own directories. Portal Directories are exactly what their name implies. The Members directory is a directory, or<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (12 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>listing of all site members, Groups is a list of all member groups that have been created etc. Pick on the word Groups in the middle of the screen, as shown in Figure 8.<br/><br/>Figure 9. A partial screen display showing the Groups Directory search page.<br/><br/>Using the groups search is simple. Type a group name, or a partial group name and the search will return all groups matching your search term. Use an asterisk to get a list of all groups. Because we are logged in as a site manager the Object Actions menu in Figure 9 shows 3 entries. A site member will only see the Search an entry option. Now pick on the Create a new entry command from the Object Actions menu. Use either the menu command as shown in Figure 9, or from the Object Actions menu on the left side of the screen. The effect is the same either way. The only difference between the Create a new entry screen and the Groups Directory search page is the page heading. The heading will be Groups: Create a new entry instead of Groups: Search an entry In all other respects it appears the same as shown in Figure 9. Now type the word SiteTutorial in the form. Don't put a space between the words or you will need to re-type the word after reading an error message. Then select the site managers name and pick on the Create button.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (13 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>You can create as many groups as you need, and each site member can belong to as many groups as is needed. The name stevem that appears in Figure 9 is the site manager name in the CPS site I am using for this tutorial. You will only see your site administrators login name if you haven't created any members, otherwise all site members appear in the list. Although the site manager does not need to be a member of any groups, it is sometimes convenient if they are. The site manager has access to all areas of the site anyway. But, if the site manager wants to appear in the results when a search is performed for group members, then they will need to be a member of the group. This also applies to site notifications, where the members of a group may be informed by email of certain site changes or additions. Only group members will be notified, unless extra notifications are created specifically for the site manager. We now need to add some members (only one actually) to the site. Either pick on the link Up to directories that is shown in Figure 9, or pick on the Directories link in the Portal actions box as shown in Figure 8. Pick on the Members directory in the middle of the screen, as shown in Figure 8. The screen should then display the following (Figure 10) screen layout.<br/><br/>Figure 10. A partial screen display showing the Members Directory search page.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (14 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>This screen allows site members to search the directory for details of other members. You can fill in one or more of the form fields on the screen, select the Search button and have a list of all members who meet your search criteria. Placing an asterisk in the User name form field will display all directory entries. The Groups field will display all member Groups that are created in your site, allowing you to select one or more groups to search. Pick on the Create a new entry option in the Object Actions menu.<br/><br/>Figure 11. A partial screen display showing the Create a new entry form.<br/><br/>Adding site members is fairly straight forward at this stage, as there are no site groups or extra roles in this site. The fields that are required to be filled in are marked with an asterisk; all other fields are optional, even the password. For this tutorial we are only going to create one site member. Complete the new member form as shown in Figure 11. Use a name and password you will remember. The email address must be filled in, and must be the right format<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (15 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>(xxxxx@xxx.xxx). Make sure you select the SiteTutorial group the member needs to belong to. After picking on the Create button the screen changes to the Edit member screen, but still contains the same member data. You can edit this data and save it if you made a mistake on the previous screen. If you need to add further members you must pick on the Create a new entry command again. As we selected Yes to Enable private area this member will have a private workspace created for them the first time they login to the site.<br/><br/>Create Workspaces<br/>Private Workspaces<br/>When you create site members you can elect whether to have a private workspace created for the member. The private member workspace will be created for a new member just after they login to the site for the first time, and there is nothing else the site manager need do. The private workspace will be created inside the workspace labelled Member Areas (see Figure 6), with the name of the workspace being the members login name. Only site managers and the member whose workspace it is have access to the private workspace. Each member with a private workspace has the Workspace Manager role inside their own workspace. This role is created by CPS when the workspace is created. This allows each site member with a private workspace to create content, including other workspaces, within their workspace. The member can then change Local Roles on their own content to allow other site members to view and edit content within this area.<br/><br/>Shared Workspaces<br/>We have now created the group and site member needed for this tutorial. The next step is to add a shared workspace for the SiteTutorial group. We will create one workspace and ensure only members of the SiteTutorial group can access that workspace. This is not really necessary at this stage, as only one member is in the group. If many people needed to use shared resources or collaborate on projects then creating shared workspaces for each project or for different groups of site members would be essential. Pick on the plus sign ( tab in Figure 8 above.<br/><br/>+ ) in the small yellow tab that is visible next to the Member Areas<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (16 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>This will display the Add content screen. Figure 12 below shows a portion of this screen.<br/><br/>Figure 12. A partial screen display showing some of the content types available on the Add contents page.<br/><br/>Because there are so many different content types that are displayed Figure 12 has had many items removed from it. It only shows the top and bottom of the screen display. The number of content types available for selection is considerably more than was available while creating a section. The number of items that appear on this screen depend on the version of CPS you are using and the optional components added. The CPSTypeMaker product also allows you to define and add your own content types to this screen, so this page can get fairly long. The Workspace option should already be selected as the content type to add, so just type a name for the workspace in the form field at the bottom of Figure 12. I have used Tutorial Work for the name. Pick on the Add button. Figure 13 below shows the completed form for creating the Tutorial Work workspace.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (17 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 13. A partial screen display showing the Create workspace page.<br/><br/>As can be seen in Figure 13, the screen for creating a new workspace is the same as that for creating a new section. All the same options apply. Enter a description for the workspace. Pick on the Create button.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (18 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 14. A partial screen display showing the new Tutorial Work workspace.<br/><br/>After picking on the Create button the new workspace is added to the site. Figure 14 shows a new tab named Tutorial Work next to the Member Areas tab. Notice how the colour of the Tutorial Work workspace is white, this and the Breadcrumbs trail and the workspace title showing Tutorial Work reflect our current position in the site. We are inside the new workspace. After creating a new workspace or section you are automatically moved into the new addition immediately it is created.<br/><br/>Local Role Assignment<br/>After creating our new workspace for the use of the SiteTutorial group, we need to modify the Local roles for the workspace so only this group can access it. You must make sure your current position in the site is inside the workspace or section that you want to apply the Local roles to before attempting to change local roles. While inside the new Tutorial Work workspace, pick on the Local roles command from either of the Object actions menu areas visible. The display changes to display the Assign local roles: Search Members screen as seen in Figure 15 below.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (19 of 25) [6/04/2005 4:54:22 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 15. A partial screen display showing the Local roles screen. This image was modified to show the options available for selection in the drop-down list box.<br/><br/>Select Group name from the drop-down list box, and type an asterisk ( * )in the Search term field and then pick on the Search button. After starting the search for all groups in the site we are presented with, in this case, only a single group, the SiteTutorial group (see Figure 16 below). When using this search box, the search terms you use do not need to be exact. If we had many groups in this site I would have used a search term of si. This would return all groups in the site beginning with si, or Si or even SI; case is not important.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (20 of 25) [6/04/2005 4:54:23 PM]<br/><br/><br/>Starting with CPS<br/><br/>Figure 16. A partial screen display showing the results of the previous Local roles search.<br/><br/>Figure 16 shows the search result of our wild card search for all site groups. Of course only one group was found, as this site only contains a single group. There are three levels of permissions, or Local roles that can be assigned to site members or groups. Any site member, or any group of members can have one or more of these roles assigned. Figure 16 shows the drop down list expanded so all options are visible. These permissions are: 1. Workspace Reader This is the lowest access level available. Any member or group with this access level can only read content in the workspace. They cannot add or modify any of the workspace contents. 2. Workspace Member Site members or groups with this access level can add or modify content in the workspace. They cannot use any of the management options, such as Local role assignment and Boxes management. 3. Workspace Manager Any site member or group with this level of access has the same rights as the site manager within and below the workspace. They do not have any extra rights in any other sections or workspaces in the site.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (21 of 25) [6/04/2005 4:54:23 PM]<br/><br/><br/>Starting with CPS<br/><br/>Select the check box next to the SiteTutorial group, and select the Workspace member option from the drop-down list box as shown in Figure 16, and then pick on the Assign roles button. The display changes slightly, with only the bottom section of the screen shown in Figure 16 being modified. This is to allow you to continue assigning roles in this workspace if there are many members or groups needing access. Figure 17 shows the relevant part of the screen after assigning the Local roles to the SiteTutorial group.<br/><br/>Figure 17. A partial screen display showing the results of the previous Local roles search.<br/><br/>As can be seen in Figure 16 above, Local roles can be assigned to individual site members as well as groups. A site member who is a member of a group can have local roles applied twice. They can have a Local roles assigned due to their group membership, and they can also have a different role assigned to them personally. This allows you to assign a group the Workspace Member role, and then assign one (or more) members of the same group the Workspace Manager role. Now the only site members able to access, or even see the Tutorial Work workspace are members of the SiteTutorial group. Of course anonymous site visitors will not be able to see this workspace. Anonymous site visitors are rarely, if ever given access to any workspace. Sections are normally used to allow site visitors to see your published content.<br/><br/>Local Roles for Sections<br/>Assigning Local Roles to your site sections is almost identical to the process just used for the assignment of workspace roles. There is only one small difference. Select the section named Public Section One, then after the section is opened select the Local roles option from the Object Actions menu.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (22 of 25) [6/04/2005 4:54:23 PM]<br/><br/><br/>Starting with CPS<br/><br/>The screen will then display the Assign local roles: Search Members screen, which is identical to the image shown in Figure 15 above. Select Group name from the Search by field. Leave the Search Term field empty and then pick on the Search button.<br/><br/>A Blank Search term<br/>The only difference between the search performed here and the search in the workspace is the search term. A blank search term will show two extra groups that are essential when setting the Local roles for a section.<br/><br/>Figure 18. A partial screen display showing the results of the Local roles search with an empty Search Term.<br/><br/>Figure 18 shows three groups, of which two are default groups that cannot be deleted, the role:Anonymous and role:Authenticated groups. These two groups make it easy to allow access to anonymous site visitors, or for all site members. Remember, when a Section is created it is only visible to site members with the manager role in the location the section is created. Just creating the section does not make it visible to anybody, you must assign the access levels needed for every section created. Note - sub-sections inherit the role assignments that were made in the parent section, although role inheritance can be blocked by selecting the Block button shown in the middle part of Figures 15 &amp; 16. Select the check box next to role:Anonymous and then make sure the Section reader field is selected in the drop down list box. Then pick on the Assign roles button. Assigning the role:Anonymous group the Section reader role allows anonymous site visitors to see the contents of this section. Because anonymous visitors can see the content, all site members will also be able to see the content.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (23 of 25) [6/04/2005 4:54:23 PM]<br/><br/><br/>Starting with CPS<br/><br/>Pick on the next section, Public Section Two and repeat the same procedure to allow anonymous access. After changing the local roles on Public Section Two we need to assign the same role on the hidden section we created earlier. Pick on the Root of Sections link in either the Breadcrumbs trail or the Navigation Tree menu on the left of the screen. When the Root of Sections is displayed (with only 3 sections visible), select the Folder contents option from the Object Actions menu. You should now be able to see the hidden section named Hidden Resources (see Figure 7). Remember, hidden sections or workspaces can only be seen on screen when you are using the Folder contents view. Select the Hidden Resources section to enter it, then change the Local roles so anonymous site visitors are Section readers. We now have only one more role assignment to do, the section we created named Private Section. We want all our site members who belong to the SiteTutorial group to be able to see and publish content to this section, but have the section invisible to site visitors and other site members. The steps involved are exactly the same as the assignment of Local roles for anonymous site visitors. The only differences being the group selected and the role assigned. Select the Private Section to enter it, then select Local roles from the Object Actions menu. Search for groups using an empty search term and select the SiteTutorial group. Select the Section reader role in the list box and then Assign roles. As we have applied the Section reader role to a Group, we have effectively blocked access to this area to everyone who is not a member of the group (with the exception of site managers). Use Local roles to control the access to any workspace or section on your site and to delegate manager or reviewer roles. Remember, if you set the Local roles in a section or workspace, all content, including subsections and sub-workspaces will automatically inherit the same roles unless you block role inheritance.<br/><br/>Conclusion<br/>That completes this section of this tutorial series. We have completed the site sections and<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (24 of 25) [6/04/2005 4:54:23 PM]<br/><br/><br/>Starting with CPS<br/><br/>workspace layout for a simple site, created a site group and a site member and assigned local roles to the sections and workspace created. The next tutorial will cover the creation of some simple content that will be published into the created sections. I'll go through the process of creating a home page for the site. The home page will consist of a single Flexible Document that will appear when you go to the root of the site. You can use this same technique to display any content type you want to appear when a user enters a site section.<br/><br/>file:///T|/Testing_sites/csdemo/filestore/csdemo/t1-sitelayout.htm (25 of 25) [6/04/2005 4:54:23 PM]