Installing CMF 1.5.0

Requirements

• Zope v. 2.7.0 and later (note that versions 2.7.2 and earlier lack two fixes which cause unit tests to fail; please see the collector issue for more information.

Assumptions

• New installation
• Zope configured using INSTANCE_HOME, /var/zope, and SOFTWARE_HOME, /usr/local/zope/Zope-2.7.0

Procedure

1. Unpack the CMF-1.5.0.tar.gz tarball into a working directory. For instance:

           $ cd /usr/local/zope
           $ tar xzf /tmp/CMF-1.5.0.tar.gz
   

Note for Windows users: if you are using WinZip to unpack the file, be sure to disable the "TAR file smart CR/LF expansion" option (thanks to Frank McGeough for tracking down this problem!)

1. Link (or copy/move) the CMF packages into $INSTANCE_HOME/Products (or into $SOFTWARE_HOME/lib/python/Products). For instance:

           $ cd /var/zope/Products  # /var/zope is INSTANCE_HOME
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFCore .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFDefault .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFTopic .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFActionIcons .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFCalendar .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFSetup .
           $ ln -s /usr/local/zope/CMF-1.5.0/CMFUid .
           $ ln -s /usr/local/zope/CMF-1.5.0/DCWorkflow .
   

or, as a shortcut:

        $ ln -s /usr/local/zope/CMF-1.5.0/CMF* .
        $ ln -s /usr/local/zope/CMF-1.5.0/DCWorkflow .

       Since linking doesn't apply on Windows, you will need
       to cut or copy the files from the place where you unpacked
       them to the 'Products' directory of your Zope.

    3. Restart Zope; verify that the CMF products loaded
       property, by examining them in Control_Panel/Product.

    4. Create a CMF Site object. join, and begin adding content.
       Enjoy!

    5. If you want to use CMFCalendar: Build and run the installation
       ExternalMethod as described in CMFCalendar/INSTALL.txt.

Installing Internationalization (I18N) Support for CMF

Requirements

• Localizer
• TranslationService
• If you don't have the right language files (.po), you have to translate the messages yourself!

Assumptions

• CMF is installed as described above.

Procedure

1. From the ZMI of your CMFSite, select "Localizer" from the Add list. Use the default values.
2. From the "Contents" tab of Localizer, select "MessageCatalog" from the Add list. Use CMFMessages as id.
3. Use the "Languages" tab of CMFMessages to select the languages you want to support.
4. From the ZMI of your CMFSite, select "Translation Service" from the Add list. Use the default id.
5. Use the "Configuration" tab of translation_service to set the MessageCatalog for the default domain to Localizer/CMFMessages.
6. Go again to the MessageCatalog CMFMessages. If you have the right .po files, import them using the "Import/Export" tab. If you have no .po files, collect the message ids by using your site. Use the Messages tab to translate the collected messages.

Upgrading from Earlier Versions

Install the New Software.

1. Download the tarball.
2. Copy your "working" products off to one side (in case you need / choose to revert).
3. Unpack the tarball into a separate location; copy or link the subdirectories into the Products directory of your INSTANCE_HOME.
4. Restart Zope.

Follow additionnal version-specific information below.

Upgrading from versions earlier than CMF 1.3

Add New Metadata: "portal_type"

From the ZMI of your CMFSite, go to the portal_catalog tool, and select the "Metadata" tab. Add a Metadata for "portal_type".

Add New Indexes: "path", "portal_type"

In the Indexes tab of the portal_catalog tool, add a "PathIndex" using the Add list, and give it an Id of "path". Then add a "FieldIndex" and give it an Id of "portal_type".

Reindex the New Indexes

In the Indexes tab of the portal_catalog tool, select the two new indexes ("path" and "portal_type") and click "Reindex".

Remove Unwanted Workflow Bindings

In the Workflows tabl of the portal_workflow tool, clear the "(Default)" value from the input fields for the "Folder" and "Topic" types and click "Change".

Upgrading from CMF 1.0

Create and Configure New tools

portal_metadata tool

1. From the ZMI of your CMFSite, select "CMFDefault Tool" from the Add list. Select "Default Metadata Tool" and click "Add".
2. Configure the "Elements" tab, particularly the "Subject" element (give it "suggested" subjects, perhaps by looking at the values on the search page).

portal_syndication

1. From the ZMI of your CMFSite, select "CMFDefault Tool" from the Add list. Select "Default Syndication Tool" and click "Add".
2. Use the "Properties" tab to enable syndication for the site (if desired), and then to configure the "sitewide" policies for outbound syndication. Once enabled, you will be able to toggle syndication and policies for individual folders as well.