Shared document base

Database setup

The first step is to setup a SQL database server, create a database in it, and initialize it with schema in sql/schema.sql. This file is for MySQL, but can be adapted easily to any other SQL database back-end.

Zope instance setup

You need to install SQLAlchemy 0.3.10 in your Python path, and to install z3c.sqlalchemy inside the lib/python of your instance.

Then you can put SharedDocumentBase inside the Products/ directory, and restart your Zope instance.

Plone site setup

To automatically synchronize data, you need to create a user "robot" with Manager role, and setup the following lines in the zope.conf file (once per Plone site)

<clock-server>
    method /<plone>/portal_shared_document_base/replayScript
    period 300
    user robot
    password <password>
    host localhost
</clock-server>

Then you can install SharedDocumentBase using the "Add/Remove products".

To configure SharedDocumentBase, you need to go in ZMI to the portal_shared_document_base tool, enter the SQL Alchemy connection string, and then go to the Initial setup tab and click on Perform initial setup.