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Introducing Plone

Note: This is the print view with all the Reference Manual pages on one page. The paginated version is available here, if you prefer that.

Basic instructions for using Plone

1. Logging in to the Plone site

Although you can freely view any public content on the Plone site, to view private content, or to add or edit files and pages you must first login.   The Plone site is located at: http://plone.jcu.edu.au.  Choose the correct portal for your group by clicking on the appropriate link.

 

To login to Plone:

  • click the login link in the upper right hand corner of the page
  • enter the same JC number and password that you use to login to the JCU network
  • if you would like Plone to remember your JC number, you check the “Remember my name” checkbox by clicking on it
  • click the login button at the bottom of the page to login.

 

dart_home

 

You can also use the login section at the bottom left of the DART portal screen.

To log out of Plone

Click the logout link in the upper right hand side of the page.


2. Enabling cookies

To log into the Plone site you must have cookies enabled on your web browser.  To enable cookies on your browser, follow the steps listed below for your particular browser.


 Internet Explorer 6.x

  1. Select Tools > Internet Options
  2. Click the Privacy tab at the top of the screen
  3. Move the slider to Medium and click OK

 

Internet Explorer 5.x

  1. Select Tools > Internet Options
  2. Click the Security tab at the top of the screen
  3. Click Custom Level, and scroll down to the Cookies section
  4. Set Allow Per-Session Cookies to Enable, and click OK

 

Mozilla 1.x (Firefox)

  1. Select  Tools > Options
  2. Click the Privacy Icon, and then the Cookies tab
  3. Check the “Allow sites to set cookies” checkbox

 

Opera

  1. Press F12
  2. Click “Enable Cookies”

 

Netscape Navigator 6.x

  1. Select Edit > Preferences
  2. Click Privacy and Security in the menu on the left
  3. Select Cookies
  4. Select “Enable All Cookies” and click OK

 

Safari  

  1. Click on the Safari-menu in Safari
  2. Click on the Preferences ... item in the menu - a new window opens
  3. Click on the Security icon near the top of the window.
  4. Under Accept Cookies the Always or Only from sites you navigate to must be selected.
  5. Click Ok to save changes 

3. A quick tour of Plone

Once you have logged into Plone, click on the my folder link on the Personal bar (2 in  the diagram).  You should see a display similar to the one below.

 tour

      1. LiveSearch
      2. Personal bar
      3. Breadcrumb trail
      4. Content management tools
      5. Folder name
      6. Plone bar
      7. Accessibility tools
      8. Folder contents



LiveSearch
A dynamic search engine that automatically updates the search results as you type a string in the search box.


Personal Bar
Contains links for logging in an out, access to your folder and your personal preferences for display of the site.

 

Breadcrumb trail
Displays your current location in the site hierarchy.

 

Content management tools
Tools for editing and viewing documents to which you have access.

Folder name
Lists the name of the folder you are currently viewing.

 

Plone bar

Contains the menus for adding an item and setting the state of an item.

 

Accessibility tools

access_tools
Email – export this file as an email attachment
Print – print this file
Favorites – add this page to your favorites
Full screen – Toggle between full screen and normal Plone view

Folder contents

A display of any items in the folder.


4. Folder display options

Display View

Plone allows you to pick several ways to display the contents of a folder.  The standard view is listed below.  To change the view, click the display menu item from the Plone bar and choose the appropriate view from the list.

 

 standard_folder_view

 

Folder view

Description

Standard

Lists all content items in the folder and give Title, Description, Creator and Date details

Summary

Lists Title and Description of the content

Tabular

Lists the content items in a table format

Thumbnail

Lists the images in thumbnail form

Content item as default

Lets you set a particular item as the home page for this folder



5. Setting up your folder preferences


Setting up your folder and preferences

Each person with an account on Plone has their own folder.  Your content will be stored there, and you can create other sub-folders to organize your data. 

 Personal bar

Plone personal bar

 

  1. To access your folder, click the my folder link on the personal toolbar.
  2. To edit your preferences, click the preferences link on the personal bar
  3. If you click Personal Preferences you will be taken to a page where you can set individual values for your folder.  These are stored on the Plone server, and will be available regardless of the machine that you use to login.
  4. For example, at the bottom of the page you can choose the photo to appear on your profile page.  Just click the browse button, and select the correct image file.
  5. Click the Save button at the bottom of the page to save your changes.

 

You can set your preferences for all of the items listed below:

 

Metadata

Description

Full Name

This is automatically filled in by Plone based on your login

E-Mail

Same as above

Location

Not required, but is useful information

Language

By default Plone is language neutral

Biography

A short description of who you are

Home page

The url for an external home page

Content editor

The default is the Plone content editor

Enable external editing

Allow editing of pages with external web editor, you must check with the Plone Admin to see if this is enabled

Listed in searches

Defaults to checked so that your name will appear in member searches of Plone

Portrait

Allows you to upload a picture of yourself, ideally the photo should be 75 x 100 pixels (between 5-7 cm), the system will resize the image to make it fit

Delete portrait

Allows you to delete the photo used in Portrait

6. Change the home page for a folder

By default Plone displays a list of the contents of your folder and a brief description.  In order to change this view, you will need to create a new page and set the folder to use this page as the default view for the folder.


1.      After logging in to Plone, click the My Folder link on the Personal Bar

2.      Click on the Display menu and pick "Select a content item as default view"

display_menu

3.      Select the item that you would like to be displayed as the default page of the folder and click the save button

4.      In order for the page to be visible you must choose "Make internally visible" from the state menu on the Plone bar



dart@dart.edu.au | DART Project Office, Monash University, Victoria 3800, Australia; Telephone +61 3 9905 4187; Facsimile +61 3 9905 3024