Meeting at TIPS in SUT Hospital

Under the guidance of Dr.Shailaja Tetali we had a meeting with Dr. Rajagopal and the other TIPS team on March 30th.

Here we discussed the SRS that we prepared.They suggested some of the changes to be made in the portal

We also discussed some of the portals done in our institute like Chemistry portal,Edugrid,Kissan etc.
This conveyed a clear idea to them on how a portal looks like and the various functionalities.

Publishing your document

When a document is created, it's given an initial state, called visible. By default, content isn't automatically
published and available ; instead, others can view your content, but it doesn't show up in searches or the navigation tree. This is a useful state because you can point other users to this content, but because it won't show up in navigation or searches, it's not visible unless users know about it.

At any point in time, each item of content in your Plone site is in a particular state.
This state describes its permissions and roles within the Plone site. By having items in different states, it's possible to apply different security to each item of content. You will want to publish the content so that it's visible for all users and shows up in the navigation and search.

You can publish the content using the State drop-down menu located at the top right of the main navigation

To publish an object, select Submit from the drop-down menu. By default you can't directly publish content, but you can submit it for review. When an item is submitted for review, it moves into the review state. This is an intermediary state between visible and published. It allows for the review of content by users of your site with the reviewer role, before it goes live for the entire world to see. After you've submitted the content, you'll notice that the content is now in the review state by looking at the box in the top-right corner.


The content has been submitted for review, the state has changed to pending, and the edit tab is no longer an option.

NOTE If you're logged in as a manager, you'll note there will be one extra option in the drop-down publishing list called Publish. This lets you put content straight into the published state with no intermediate step.

In the workflow drop-down list in the top-right corner, there's also an option for Advanced, which opens the state form for changing the status of an object. This form is the same as clicking the state tab. It has the following fields:

Effective Date: This is the same as the Effective Date field in the properties.
Expiration Date: This is the same as the Expiration Date field in the properties.
Comments: This includes any comments you want to make for this change in state that will be recorded in history.
Change State: These mirror the choices available in the drop-down menu. For example, the options are Publish, Submit, and so on. One further option, No Change, is available if no change is necessary.
Select the change of state you'd like to occur, and click Save to commit the changes.

Different Work flow States

Visible: Content is created in the visible state. All users can find visible content through the search function and can access it directly by visiting the object URL. Visible content doesn't show up in the navigation tree. Visible content is editable by their owners and site managers.

Pending: Pending content includes items that have been submitted for publishing by site members. From a user standpoint, pending content behaves like content in the visible state. The difference between the two types is that pending items are flagged for review; site reviewers are prompted to publish or reject pending items. Pending items are editable only by managers and reviewers.

Published: Published items are visible to all site visitors. They appear in search results and the navigation tree. They may also appear in other areas specific to that type . Published items are editable only by managers, but owners can retract them for editing (retracting reverts an item to the public draft state).

Private: Items in the private state are visible and editable only by their owners and others with manager access to the folder in which they exist. They won't appear in search results or on the navigation tree for other users. Private items are editable by managers.

How the contents get reviewed?

If you're a reviewer, then in the right column of the home page you'll see a new review list when you first log in. This is a list of the items that have been submitted for review and need reviewing by you or another reviewer.

The review list will appear on the right when you log in as a user with the review role and there are items to review. The review list gives a list of items to review. Click the document to open the item. At this point you essentially have the following choices for this item:

Reject it: Reject it by selecting Reject from the drop-down choices. This will move the content back into the visible state and assumes that as a reviewer you're unhappy with it.

Publish it: Approve it by selecting Publish; this will change the content into the published state. This will make the content publicly available.

Do nothing: Leave it by doing nothing. This leaves the content in limbo but sometimes happens when you need to check information or talk to others. Eventually you should return to do something with this content because it'll continue to show up in your list of items until you make one of the previous actions.

Retract : Edit it, and then perform one of the previous actions. As the reviewer, you can make any change you'd like to do, so feel free to change the content by using the edit tab.

Once you've moved content out of the review state by publishing or retracting it, it will no longer show up in the review list.

How Do You Edit a Published Document?

Once a document has been published, it must be retracted to be edited. To do this, select Retract from the workflow drop-down menu, which will move the item back into the visible state. Once it has returned to the visible state, you can reedit it and placed it back into the review queue.

This step is necessary to ensure that all content goes through a review step. For example, you have to ensure that any edits made to a page are appropriate by reviewing the content. Users with the manager role can edit the content at any time, so they can quickly go in and fix a typo without having to go through the review step. If you're a manager, you can go to any piece of content and will see the edit tab. At that point, click Edit to alter the document and make your changes.

Adding a Document

You have two ways to add any piece of content to the plone site.
First, ensure you're logged in, because only logged-in users can add content.
Second, select the my folder link from the top-right navigation bar. This will take you to your home folder, an area that you control. If you're able to add content to a folder, then the folder will show up with the green border around the top as shown in figure


In the top-right corner of the green border, you'll see an Add New Item drop-down menu and a State drop-down menu. Click the Add New Item menu to open a drop-down list of items to add.


To add a new document, select file from the add item drop down menu.Browse and upload the file.

Customizing Plone's Look and Feel

The welcome page of Plone looks like the figure below

On a Plone site, you'll see three columns to a page by default: the left, middle, and right columns. The middle column contains the content for the object being currently viewed. This is where most of the user functionality is for adding and editing content, completing forms, and so on. The left and right columns contain a series of boxes that display information. Each of these boxes is called a portlet.

To access this, go to the ZMI, ensure you're on the root Plone site, and click the properties tab. This opens a list of properties, including left_slots, right_slots, and document_action_slots as shown in figure below.

The left_slots properties refer to portlets shown on the left of the page, and the right_slots properties list the portlets shown on the right of the page. The portlets are shown in the order, from top to bottom, that they're listed in the properties.

To customize the left and right slots of the portal, we need to change the portlets in the corresponding slots.

Changing the default page

In Plone you can define a list of pages that will be looked up to be rendered as the default page. The default pages are index_html, index.html, index.htm, and FrontPage. You set the list of pages in portal_properties/site_properties/default_page property, one name per line as shown in the figure below. When the default page is looked for, Plone will look for each page in that list, starting with the first until it finds one that matches. If you'd like to change the value for a folder only, you can access the folder through the ZMI, click the properties tab, and then add a new list property called default_page.

Requirements Document

After the meeting, we have come up with a Requirements document.

The document can be acessed from the link given below

Requirements Document

Setting a different Logo

Changing the logo of a Plone site from the Plone logo is a simple operation.

First, access the ZMI, click portal_skins, click plone_images, and then click logo.jpg. This will open the page for that object.It should look something like the figure below

This object represents the logo as it's used in Zope. In figure you can clearly see information about the image, its size, its type, and its location on the file system. In the middle of the page is the Customize button; click it. This will create a copy of the object called logo.jpg in the custom folder.Then you can browse and upload the logo.

Adding new tabs to the Plone Site

We can customize the site by adding new tabs. This depends upon the requirements of the client.We added two tabs about us and contact us. These are steps to be followed for adding a new tab.

Return to the ZMI, and click portal_actions. Scroll to the bottom of the form to the add form.
Fill the form with the following values:

• Title: about us
  
• Id: about us_tab
• URL(Expression): string:$portal_url/about us
• Permission: View
• Category: portal_tabs
• Visible: selected

Click on the Add button and then click Save.On returning to the plone interface we can see a new tab "about us" being added.