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Understanding and Using GenericSetup in Plone

This Tutorial applies to: Plone 2.5.x
This Tutorial is intended for: Site Administrators, Integrators, Customizers, Developers, Advanced Developers

A detailed look at GenericSetup, wherein we will learn what it is and how it can be used within Plone.

rafrombrc

All content on one page (useful for printing, presentation mode etc.)

  1. Introduction An introduction, wherein we learn what GenericSetup is and why we even care.
  2. Profiles (or "Make Sure You've Got My Good Side") The beginning of a high level overview of GenericSetup, wherein we learn about the different types of profiles.
  3. The Setup Tool Continuation of the high level GenericSetup overview, wherein we learn about the portal_setup tool and how to use it to apply profiles.
  4. How Profiles are Applied A little more detail on how profiles are applied, wherein we learn what REALLY happens when you click on one of the "import" buttons.
  5. Exports, Snapshots, and Comparisons More of the high level GenericSetup overview, wherein we learn how to export profiles, and how to use snapshots.
  6. Under the Hood A programmer's overview of how GenericSetup profiles work, wherein we learn about exportimport packages and node adapters.
  7. Applying Policies at Site Creation Time A description of how to register extension policies that can be applied at site creation time, wherein we learn how customization policies have gone the way of the dodo.
  8. Creating an uninstall profile GenericSetup allows you to remove configuration
  9. The Future What GenericSetup doesn't do, wherein we learn about cool features that don't yet exist.
  10. Acknowledgements Kudos and acknowledgements, wherein we learn some of the people to thank for this fine piece of code, and also where to get more assistance.
 
by Rob Miller last modified June 15, 2006 - 16:17 All content is copyright Plone Foundation and the individual contributors.

Customization Policy? What is that?

Posted by Sven Deichmann at July 6, 2006 - 10:06

Hi :) Nice tutorial, but what are those Customization Policies you refer to... where can I find something like a documentation about that?

Until GenericSetup is able to uninstall and replace profiles I would prefer those...

re: Customization Policy? What is that?

Posted by Rob Miller at July 6, 2006 - 13:55
I don't know where you can find docs on customization policies, actually. The best way to learn about them is to examine the code in products that use them; TeamSpace and CMFMember are two examples.

You may be disappointed, however; customization policies don't offer uninstall or replacement either.

re: Customization Policy? What is that?

Posted by JS at October 26, 2006 - 09:41
Can you be more explicit on this part ?
You gave some code, but where I have to put that ?
What I want is : configure a plone site (workflow, users, installed products, etc...) and when I create a new one, have the choice to select my config in the extension profil.
Is it possible to do that with GenericSetup ?

Thanx

Customization Policies documentation

Posted by David Convent at October 26, 2006 - 09:56
James Cameron Cooper covers the use of Customization Policies in his book "Building Websites with Plone".
By chance, they are described in the sampler champter available from the publisher web site at http://www.packtpub.com/plone/book (sample chapter at http://www.packtpub.com/files/1027_Sample_Chapter.pdf)

skin-path dosn't yet support the remove attribute

Posted by Pelle Kroegholt at April 13, 2007 - 11:38
it's sometimes handy to remove a certain skin (skin path) through setup.

for now you'll need to setup a custom skin handler adapter (i tried this here http://dev.plone.org/collective/browser/DIYPloneStyle/branches/2.5-gs-uninstall/exportimport/skins.py)

a patch have been apllied to the CMF collector - http://www.zope.org/Collectors/CMF/464

right url to the path in the cmf collector

Posted by Pelle Kroegholt at April 16, 2007 - 09:08
http://www.zope.org/Collectors/CMF/479

Updates to GS

Posted by Derek Richardson at November 26, 2007 - 18:13
See http://theploneblog.org/blog/archive/2007/06/21/genericsetup-improvements (also by RaFromBRC) for some updates to GS. Includes things like the 'upgradeStep' directive mentioned as a future feature in this tutorial.

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