PT Profile v2 Install

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Revision as of 16:05, 23 October 2011 by Mcarroll (talk | contribs) (Subsites)
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Extract Photo Gallery Application

Download the Profile Application from the Community Site Project or from the SVN Repository.

Extract the zip files into the following directory: /ADF/apps/pt_profile/

ADF Configuration

The Profile Application is built within the ADF. The ADF must be installed in the site to run the Profile Application, follow the ADF Installation instructions.

  • Open the sites 'ADF.cfc' ( See Site Configuration (ADF.cfc) for more details) file (/_cs_apps/ADF.cfc) in a text editor. Locate the Load the ADF Application into application space comment in the file. Add (or uncomment) the following command under the comment section:
loadApp("ptProfile");

Import Elements

The Profile App has several Custom Components defined within CommonSpot. These components are available in the Profiles's "exported-objects" folder located at the root of the Profile application directory (e.g. /ADF/apps/pt_profile/exported-objects/)

Optional: You may want to create a new category within the CommonSpot Element Gallery for 'PT Profile Elements'.

To import these objects, you will need to be an administrator for your site. If you are not a site administrator, consult your Server administrator for more information.

Import

Import Custom Elements in this order:

  1. Profile (Profile-Custom-Element.zip)
  2. Profile Gallery (Profile-Gallery-Custom-Element.zip)

Import Metadata form:

  1. Profiles (profiles-Metadata-Form.zip)

Verify Imports

The imported components' render handlers and custom field types must be verified. During the import process, the render handler and custom field types paths may have been changed to reflect the current site's path.

Review and update these paths to reference the ADF path. In most cases, this will just require to be unlocked and a change in the path from the site name to 'ADF'. Check the paths for the custom field types that were imported with the custom elements by unlocking them and fixing the explicit paths to point to "/ADF/extensions/".

If the custom elements that are imported contain custom field types that are already in the site, the naming convention for the custom field type will be unique. To resolve this, unlock the field types and elements, and reassign the element field type to the pre-existing field type.

Example: The Photo Category custom element contains two uses of the General Chooser field type, if the General Chooser field type is already installed on the site then the import process will attempt to import another General Chooser but with a new name such as "General Chooser_import_1250003208472." To resolve this issue, open the custom element and assign the field type (General Chooser_import_1250003208472) to the field type with the simple name General Chooser. After reassigning the field type, delete the new imported field from the list of custom field types.

Security Settings

During the import, field permissions may have been cleared or assigned to an unknown group. The following custom element and metadata form fields should have explicit security settings:

  • Profile Custom Element
    • User ID - Field has Read/Edit permissions to the Site Administrators group. Read permissions for Anonymous and Authenticated Users groups.
  • Profiles Metadata Form (the metadata form will need to be unlocked to change the field security settings)
    • Type - Field has Read permissions to the Site Administrators group.
    • User ID - Field has Read permissions to the Site Administrators group.
    • UniqueID - Field has Read permissions to the Site Administrators group.

For additional details on field security, view the Profile Element and Profiles Metadata Form wiki pages.

Site Configuration

The Profile Application uses an XML file to manage the site specific configurations. The Profile Application needs to know what the profile element name, unique field, roles, subsite ids, and template ids for the site.

The fields for the Profile Configuration custom element are defined below.

Steps

To allow each site to have its own configuration for the Profile:

  • Locate the /_cs_apps directory in your site. If a /_cs_apps/config/ directory does not exists, then create the directory.
  • Place a file in this directory called "ptProfile.xml". This file can be found in the /pt_profile/site-files/_cs_apps/config/ptProfile.xml.
  • Verify the tag field data with the descriptions of the tags below.
  • We will come back to this configuration file later to populate the data.

XML Tags

The following are the tags of the Profile XML Config file:

  1. CE_NAME - The profile custom element name within the site.
  2. CE_ID_FIELD - The field ID within the profile custom element that stores the username.
  3. ROLES - structure identifies the roles available to the profile element for the site. Each role sub tag is the name of the role throughout the site.
    1. SUBSITE_ID - Specifies the subsite ID that profile pages for the role will be created in.
    2. TEMPLATE_ID - Specifies the template ID that profile pages for the role will be created with.
  4. ADD_URL - Site relative URL for the Profile Add page.
  5. DELETE_URL - Site relative URL for the Profile Delete page.
  6. DASHBOARD_URL - Site relative URL for the Profile Dashboard page.
  7. LB_WIDTH - Width for the profile edit form lightbox.
  8. LB_HEIGHT - Height for the profile edit form lightbox.
  9. JQUERY_UI_THEME - JQuery UI Theme to use throughout the application.

Subsites

It is highly recommended that a Profile webadmin subsite is created for Administrators and a forms subsite for the lightbox dialogs. This configuration allows subsite security to be used to allow only Administrators access to the webadmin subsite and also allows the CS toolbar to be turned off for the lightbox pages (for CommonSpot 5.x).

Your site may already have a webadmin subsite. The steps below will add a profiles and forms subsites under the webadmin subsite.

Web Admin

  1. Create a new subsite under the site root called webadmin.
  2. Create a new subsite under /webadmin/ called profiles.
  3. Configure the /webadmin/profiles/ subsite Content Security to give 'No Rights' to 'Anonymous Users' and 'Authenticated Users'.
  4. Configure the /webadmin/profiles/ subsite Content Security to give permissions to the group of administrators who will manage the Photos.
  5. Create a new subsite under /webadmin/profiles/ called forms.
  6. Important: If the photo gallery is open for site users to add/edit photos then configure the /webadmin/profiles/forms/ subsite Content Security to give permissions to 'Anonymous Users' and 'Authenticated Users'.

Profiles

The subsite for the profile pages must be created manually. This subsite is custom to your implementation and can be any subsite within the site. This subsite will correspond to a Profile Role. This means that all the profile pages created for this role will live in this subsite.

If you don't have a specific subsite then create a Profiles subsite under the site root.

The subsite for the profile pages is configured through the Profile Roles. The subsite ID is stored in the Site Configuration for the Profile Roles.

Once the subsite is in place for the profile pages then update the Site Configuration with the subsite ID for the profile role.

Templates

The Profile Template is the template that all the profile pages are created from. To construct your Profiles Template complete the following steps.

  1. Create a CommonSpot page called 'Profile' from the Base Plus One template. (The subsite for this is not critical but it is a good idea to create this page in a subsite that has been created for the Profile Roles).
  2. Place the Profile Custom Element on this page.
  3. Click Render Mode in the element interface.
  4. Select Display existing element data (content reuse) on the Rendering Mode tab.
  5. Select the Filter tab.
  6. Select Filter Type to Show subset of records.
  7. Select the field drop-down as the uniqueID field.
  8. Select the operator as Equals.
  9. Click the '...' button to open the ColdFusion expression window.
  10. Enter the text request.page.metadata.profiles.uniqueid as the expression and check the force cache checkbox. Click OK and then check the box to Ignore ColdFusion error, then click OK.
  11. Click OK on the render mode window.
  12. Click More in the element interface. Then the Custom Render Handlers menu option, and choose the Full Page Render Handler.
  13. Submit Page and then Save as Template.
  14. Remember to submit the template for public use.
  15. Go to the CommonSpot Site Administration and bind the Profiles metadata form to this new Profile Template.

Update Profile Site Config

This template will be used to create profile pages. Update the pt_profile.xml config file that we setup in Site Configuration. Get the pageid for this page and update the <TEMPLATE_ID> tag value with the pageid for the Profile Roles.

Reset the ADF for the server and site.

CCAPI

Setup

  1. Create a new page called 'ccapi' under the root subsite and from the base plus one template. When creating the page, disable the standard metadata 'Include In' fields for 'Page Indexes' and 'Full Text and Search Element Results'. This page may already exist within your site, if it does, then continue to the next steps.


Configuration

Photo Upload

Photo Display

Update Photo Gallery Site Config

Photo Admin Manager

Photo Admin Datasheet

Photo Category Admin Datasheet

Photo Size Admin Datasheet

Reset the ADF

Reset the ADF for the server and site.