File: INSTALL.txt

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Installing CMF 1.3.1

  Requirements

    - Zope v. 2.4.3 or later, v. 2.5 and later (*not* 2.4.2 or 2.4.1)
      
      o Note:  For Zope 2.4.x, you will also need to install the most
        recent versions of the following packages:
        
        * PageTemplates product

        * TAL package

        * ZTUtils package

        These packages are available at:

          http://www.zope.org/Members/4am/ZPT/

  Assumptions

    - New installation

    - Zope configured using INSTANCE_HOME, /var/zope, and
      SOFTWARE_HOME, /usr/local/zope/Zope-2.5.1

  Procedure

    1. Unpack the CMF-1.3.1.tar.gz tarball into a working
       directory. For instance::

        $ cd /usr/local/zope
        $ tar xzf /tmp/CMF-1.3.1.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!)


    2. 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-1.3.1/CMFCore .
        $ ln -s /usr/local/zope/CMF-1.3.1/CMFDefault .
        $ ln -s /usr/local/zope/CMF-1.3.1/CMFTopic .

       or, as a shortcut::

        $ ln -s /usr/local/zope/CMF-1.3.1/CMF* .

       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!

Upgrading from Earlier Versions

  Install the New Software.

    0. "Download":CMF-1.3.1.tar.gz the tarball.

    1. Copy your "working" products off to one side (in case
       you need / choose to revert).

    2. Unpack the tarball into a separate location; copy or
       link the subdirectories into the 'Products' directory of
       your INSTANCE_HOME.

    3. Restart Zope.

  Follow additionnal version-specific information below.

Upgrading from versions earlier than CMF 1.3-beta2

  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.

  Add New Content Type:  Event

      1. Build and run the installation ExternalMethod as
         described in CMFCalendar/INSTALL.txt.