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Company_Intranet_4x



PLEASE READ

This is a sample profile. The goal is to allow anyone who wishes to view a fully functional Tiki site or needs a Company Intranet and would like to start with a solid foundation.

Remember that once you install this profile, you are NOT LOCKED IN to any feature, menu or content. Everything can always be changed, deleted or added to.


Introduction

The purpose of this profile is to generate a quick start for a Corporate Intranet of a typical medium-sized business. The profile will ask a few questions.

This will have the general look of ui.tikiwiki.org with the coelesce.css theme.


Features (Quick List)

  • Wiki (Collaboration)
  • Company News Blog
  • Support Forum
  • Company Directory
  • Articles
  • Newsletters
  • Calendar
  • Internal Messaging
  • Personal Spaces
  • Shoutbox
  • Many More...

Profile Code (YAML)


General

YAML
preferences:
 browsertitle: $profilerequest:browsertitle$Our Intranet$
 sitetitle: $profilerequest:sitetitle$Our Intranet$
 sitesubtitle: $profilerequest:sitesubtitle$Improving collaboration$
 feature_sitelogo: y # This permits logo, title and 
 feature_backlinks: y
 style: coelesce.css
 feature_iepngfix: y  # prevents major ugliness in IE6
 feature_useGroupHome: y
 allowRegister: n
 forgotPass: y
 feature_userPreferences: y
 feature_phplayers: y
 feature_cssmenus: y
 feature_top_bar: y
 feature_sitemenu: y


Groups & Permissions

YAML
objects:
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow: []
  deny: []
 Editors:
  description: Trusted users
  allow:
   - admin_freetags
   - admin_quicktags
   - admin_shoutbox
 Admins:
  description: Have all rights
  allow: [ admin ]


Top Menu
YAML
preferences:
 feature_topbar_id_menu: $profileobject:Company_Intranet_menu$


Top Menu Items
YAML
objects:
 -
  type: menu
  ref: Company_Intranet_menu
  data:
   name: My Menu
   description: A menu containing the base navigation of the site
   collapse: none
   items:
     - 
      name: Home
      url: ((HomePage))
      groups: [ Anonymous ]
     - 
      name: About
      url: ((About))
      groups: [ Registered ]
      items:
         - 
          name: History
          url: ((History))
          groups: [ Registered ] 
         - 
          name: Team
          url: ((Team))
          groups: [ Registered ]
     - 
      name: Policies & procedures 
      url: ((Policies_procedures))
      groups: [ Registered ] 
     - 
      name: Company Directory 
      url: ((Company Directory))
      groups: [ Registered ] 
     - 
      name: Forums
      url: tiki-forums.php
      groups: [ Registered ]
     - 
      name: Help
      url: ((Help))
      groups: [ Registered ]
      items:
         - 
          name: Wiki Syntax Help
          url: ((Wiki Help))
          groups: [ Registered ]
     -
      name: Admin menu
      url: tiki-admin_menus.php
      permissions: [ edit_menu ]


Modules

YAML
objects:
 -
  type: module
  ref: module_since_last_visit_new
  data:
   name: since_last_visit_new
   position: right
   groups: [ Registered ]
   order: 20


External RSS Feed
This will create an RSS Feed that will be used as a plugin on the homepage
YAML
objects:
  -
    type: rss
    ref: external_rss_news
    data:
      name: External Business News
      url: http://feeds.reuters.com/reuters/businessNews


Articles

YAML
preferences:
 feature_articles: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - read_article
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - post_article
 Admins:
  description: Have all rights
  allow: [ admin ]


Sample Articles
YAML
objects:
 -
  type: topic
  ref: topic
  data:
   name: General
 -
  type: article
  ref: Sample_Articles_include
  data:
   title: Hello World!
   body: This is a sample article
   heading: Thanks for reading this announcement, even if it contains nothing of value.
   type: Article
   topic: $topic
 -
  type: article
  ref: Sample_Articles_include2
  data:
   title: How Articles Work
   body: As you can see, when viewing a full article. The Header and Body are combined together to create the entire article text. 
   heading: This is text that was added in the Header of the Article
   type: Article
   topic: $topic






Blogs

YAML
preferences:
 feature_blogs: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - read_blog
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - blog_post
   - create_blogs
 Admins:
  description: Have all rights
  allow: [ admin ]


Blog & Blog Post
This will create a sample blog that will be linked under the Presidents profile in Team Description
YAML
objects:
  -
    type: blog
    ref: president_blog
    data:
      title: President's Blog
      description: Company News and Updates
      user: admin
      use_title: y
      allow_comments: y
      heading: $profilerequest:Heading$Company News and Updates$
  -
    type: blog_post
    data:
      blog: $president_blog
      title: Sample Post
      content: This post was created by the installation profile.
  -
    type: blog_post
    data:
      blog: $president_blog
      title: Q3 Results are in
      content: Profits are up, must be our new Intranet
  -
    type: blog_post
    data:
      blog: $president_blog
      title: Great team work
      content: I would like to personally thank everyone for their team work and dedication to our company



Calendar

YAML
preferences:
 feature_calendar: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - add_events
   - view_calendar
   - view_events
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - admin_calendar
 Admins:
  description: Have all rights
  allow: [ admin ]


Modules

YAML
objects:
 -
  type: module
  ref: module_upcoming_events
  data:
   name: upcoming_events
   position: right
   groups: [ Registered ]
   order: 10




File Galleries

YAML
preferences:
 feature_file_galleries: y

Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - download_files
   - list_file_galleries
   - upload_files
   - view_fgal_explorer
   - view_fgal_path
   - view_file_gallery
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - create_file_galleries
   - admin_file_galleries
 Admins:
  description: Have all rights
  allow: [ admin ]


Create File Gallery
YAML
objects:
 -
  type: file_gallery
  ref: General_File_Gallery
  data:
   name: General
   description: Images & files
   owner: admin
   archives: 0
   flags: [ public, visible, lockable ]
   column: [ icon, name, created, creator, files ]



Forums

YAML
preferences:
 feature_forums: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - forum_edit_own_posts
   - forum_post
   - forum_post_topic
   - forum_read
   - forums_report
   - forum_vote
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - admin_forum
 Admins:
  description: Have all rights
  allow: [ admin ]


Create Support forum

YAML
objects:
 -
  type: forum
  ref: support_forum
  data:
   name: Support Forum
   enable: [ topic_smiley ]
   list: [ topic_reads ]






Trackers

YAML
preferences:
 feature_trackers: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - create_tracker_items
   - list_trackers
   - view_trackers
   - watch_trackers
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - modify_tracker_items
 Admins:
  description: Have all rights
  allow: [ admin ]


Company Directory Tracker Definition
This Tracker is setup to be used as a Company Directory
YAML
objects:
 -
  type: tracker
  ref: directory_tracker
  data:
   name: Company Directory
   description: Company Directory
   default_status: open
   show: [ creation_date, modification_date, list_modification_date ]
 -
  type: tracker_field
  ref: directory_first_name
  data:
   name: First Name
   tracker: $directory_tracker
   type: text_field
   flags: [ searchable, public, list, mandatory, link ]
   order: 10
 -
  type: tracker_field
  ref: directory_last_name
  data:
   name: Last Name
   tracker: $directory_tracker
   type: text_field
   flags: [ searchable, public, list, mandatory, link ]
   order: 20 
 -
  type: tracker_field
  ref: directory_position
  data:
   name: Position
   tracker: $directory_tracker
   type: text_field
   flags: [ searchable, public, list, mandatory ]
   order: 30 
 -
  type: tracker_field
  ref: directory_phone
  data:
   name: Phone
   tracker: $directory_tracker
   type: text_field
   flags: [ searchable, public, list, mandatory ]
   order: 40 
 -
  type: tracker_field
  ref: directory_email
  data:
   name: E-Mail
   tracker: $directory_tracker
   type: email
   flags: [ searchable, public, list, mandatory ]
   order: 50


Sample data for Company Directory

YAML
objects:
 -
  type: tracker_item
  ref: directory_employee_001
  data:
   tracker: $directory_tracker
   status: open
   values:
    - [ $directory_first_name, John ]
    - [ $directory_last_name, Doe ]
    - [ $directory_position, President ]
    - [ $directory_phone, (555) 444-3322 ]
    - [ $directory_email, jdoe@company.com ]
 -
  type: tracker_item
  ref: directory_employee_002
  data:
   tracker: $directory_tracker
   status: open
   values:
    - [ $directory_first_name, Mary ]
    - [ $directory_last_name, Smith ]
    - [ $directory_position, Secratery ]
    - [ $directory_phone, (555) 777-3322 ]
    - [ $directory_email, msmith@company.com ]





Wiki

YAML
preferences:
 feature_wiki: y
 feature_wiki_print: y
 feature_wiki_attachments: y
 feature_wiki_comments: y
 wiki_edit_plugin: y
 wikiplugin_bloglist: y
 wikiplugininline_group: n
 feature_wiki_userpage: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - wiki_view_history
   - wiki_view_source
   - plugin_viewdetail
   - plugin_preview
   - view_backlink
   - view
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - plugin_approve
   - admin_wiki
 Admins:
  description: Have all rights
  allow: [ admin ]


Modules

YAML
objects:
 -
  type: module
  ref: module_quick_edit
  data:
   name: quick_edit
   position: right
   groups: [ Registered ]
   order: 3


Wiki Pages
YAML
objects:
  -
    type: wiki_page
    ref: company_intranet_home_page_include
    data:
      name: HomePage
      description: Home
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_home_page_include
  -
    type: wiki_page
    ref: company_intranet_company_directory_include
    data:
      name: Company Directory
      description: Company Directory
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_tracker_directory_include
  -
    type: wiki_page
    ref: wiki_sample_page_History
    data:
      name: History
      description: History
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_history
  -
    type: wiki_page
    ref: wiki_sample_page_Team
    data:
      name: Team
      description: Team
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_team_include
  -
    type: wiki_page
    ref: wiki_sample_page_Products
    data:
      name: Products
      description: Products
      lang: en
      mode: create_or_update
      content: wikicontent:Simple_Sample_Page
  -
    type: wiki_page
    ref: wiki_sample_page_Services
    data:
      name: Services
      description: Services
      lang: en
      mode: create_or_update
      content: wikicontent:Simple_Sample_Page
  -
    type: wiki_page
    ref: wiki_sample_page_Newsletter
    data:
      name: Newsletter
      description: Newsletter
      lang: en
      mode: create_or_update
      content: wikicontent:Simple_Sample_Page
  -
    type: wiki_page
    ref: wiki_sample_page_policies_procedures
    data:
      name: policies_procedures
      description: Policies and procedures
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_procedures
  -
    type: wiki_page
    ref: wiki_sample_page_about
    data:
      name: about
      description: About
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_about_include
  -
    type: wiki_page
    ref: wiki_sample_page_help
    data:
      name: Help
      description: Help
      lang: en
      mode: create_or_update
      content: wikicontent:company_intranet_help_include
  -
    type: wiki_page
    ref: wiki_sample_page_syntax_help
    data:
      name: Wiki Help
      description: Wiki Help
      lang: en
      mode: create_or_update
      content: wikicontent:Simple_Sample_Page
  -
    type: wiki_page
    ref: wiki_company_intranet_instructions
    data:
      name: Instructions
      description: Profile Instructions
      lang: en
      mode: create_or_update
      content: wikicontent:Company_Intranet_Instructions_Include


Special Permissions on HomePage

YAML
permissions:
 Anonymous:
  objects:
   -
    type: wiki_page
    id: $company_intranet_home_page_include
    allow: [ view ]


Special Permissions on Company Directory

This page company_intranet_tracker_directory_include created above

YAML
permissions:
 Registered:
  objects:
   -
    type: wiki_page
    id: $company_intranet_company_directory_include
    allow: [ view ]






Shoutbox

YAML
preferences:
 feature_shoutbox: y


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - post_shoutbox
   - view_shoutbox
  deny: [  ]
 Editors:
  description: Trusted users
  allow:
   - admin_shoutbox
 Admins:
  description: Have all rights
  allow: [ admin ]



Modules

YAML
objects:
 -
  type: module
  ref: module_shoutbox
  data:
   name: shoutbox
   position: right
   groups: [ Registered ]
   order: 5



YAML
preferences:
 feature_search: n


Groups & Permissions
YAML
objects:
 -
permissions:
 Anonymous:
  allow: [ ]
  deny: [ view ]
 Registered:
  description: Will be ignored because group is already created
  allow:
   - search
  deny: [  ]
 Editors:
  description: Trusted users
  allow: []
 Admins:
  description: Have all rights
  allow: [ admin ]





Watches

YAML
preferences:
 feature_user_watches: y
 feature_group_watches: y
 feature_groupalert: y






Profiles TODO


Wiki pages

  • Wiki pages
    • Policies & procedures
    • New employee section
    • About this site
      • What is a wiki
      • Help
    • How tos
      • Set up voice mail
  • Employee_directory? (phone book)
  • Forms
    • Vacation request
    • Employee referrals
    • Employee suggestions
  • Job_board?
  • News
  • Calendar
    • Lost & Found, birth announcements, etc.
  • Discussion forum
  • Links
    • Public site
    • Suppliers
  • File gallery
    • Files by dept

FAQ: a Wiki page but with nice FAQ style format

Adds company_intranet_home_page_include


Test plan


Below is a list of scenarios that needs to be tested for this profile. Eventually, they should be implemented as automated tests using Selenium.

Setting up the site for testing

  • Reinstall the DB, using Barebones profile
  • Install the Company Intranet 4x profile there appears to be a bug here, as Company Intranet 4.x installs 2 profiles, Company_Intranet and Company_Intranet_4x
  • Create two users: test_editor (in Editors group) & test_registered (in Registered group)
    • Admin > Users (Users link at bottom of page)
    • Add New User tab
    • In User:, type name of the user
    • Type a password twice.
    • Uncheck Send an email to the user in order to allow him to validate his account.
    • Add button.
    • Your new user appears in the list at bottom of page. If you need to change his group:
      • click on the group icon beside it.
      • click on the green plus sign beside the groups you want to add this user to.
  • Create a posting in one of the discussion forums.
  • Create a new calendar
    • Admin > Calendar > Create / Edit Calendar (tab)
    • Give Calendar a name
    • Leave other fields as is.
    • Save
  • Create a new calendar Event
    • Main Menu > Calendar > Add Event
    • Give event a name
    • Give event a Start and End time
    • Set event as Confirmed
    • Save event
  • Create a File Gallery this is a bug since the profile is suppose to create the file gallery. For the sake of this test we need to manually create the file gallery
    • Main Menu > List Galleries > Create a File Gallery
    • Give your gallery a name
    • Save
  • Upload a file to your newly created gallery
    • Upload file > Browse
    • Select a file from your computer
    • Upload
  • Create a Wiki Page Comment
    • Main Menu > Home
    • Add Comment
    • Insert Title and Description to your comment
    • Post


Testing Anonymous

  • Logoff

Anonymous UI Test

  • Make sure anon CAN:
    • See the following items in the Top Menu
      • Home
    • See the login box


Anonymous Search Test

  • Enter "Mozilla" into the search BUG? Anonymous users do not have access to see the Search box, when calling the tiki-searchresults.php file directly they get prompted to login.
    • Make sure anon CAN:
      • View Search results
        • User should see a page result called "Community" which contains the word "Mozilla"

Anonymous Wiki Test

  • Click on "Home" from the Top Menu
    • Make sure anon CAN:
      • View the page
      • Read comments (if you added a comment to the home page from earlier steps, anon user should see this)BUG? Anonymous can not view the comments.
    • Make sure anon CANNOT:
      • Edit
      • View History
      • Rename
      • Add a Comment

Anonymous Forum Test

BUG? Anonymous can not view the Forum.
    • Make sure anon CANNOT:
      • Post on the forum
      • Delete a forum posting
      • View the list of forums
      • Click on "Discussion Forum" (This forum should have been created by the Profile)
      • Click on a message and view its content

BUG? Anonymous can not view the File Galleries.
  • Click on "Files" from the Top Menu
    • Make sure anon CAN:
      • View the list of File Galleries
      • Click on "tool icon"
        • user can Display
        • user can download
    • Make sure anon CANNOT:
      • Create a File Gallery
      • Upload a File

Anonymous Calendar Test

BUG? Anonymous can not view the Calendar.
  • Click on "Calendar" from the Top Menu
    • Make sure anon CAN:
      • View the Calendar
      • View the event inside the calendar
      • Hover over the event in calendar Nothing happens, intuitively the popout should show
      • Click on the event (User should see event details) if popup is visible and user hovers over Event title, a 2nd popout with HTML code appears
      • User should be able to click on "magnifier" in the popout go to detailed view of event
    • Make sure anon CANNOT:
      • Create or delete a calendar
      • Create or delete an event




Testing Registered

  • Login as test_registered

Registered UI Test

  • Make sure registered CAN:
    • See the following items in the Top Menu
      • Home
      • About
        • History
        • Team
      • Policies & procedures
      • Company Directory
      • Forums
      • Help
        • Wiki Syntax Help
    • View the Tiki Default Menu on the left
    • See the following Modules on the right
      • Quick Edit Wiki Page
      • Shoutbox
      • Upcoming Events
      • Recent Changes


Registered Search Test

  • Enter "Doe" into the search
    • Make sure anon CAN:
      • View Search results
        • User should see a page result called "Company Directory" which contains the word "Doe"

Registered Wiki Test

Bug? Registered can only VIEW homepage not edit, comment, view history because there appears to be special permissions set on the page. (I believe this is to be expected, can we use another page i.e. create a userpage?)
  • Click on "Home" from the Top Menu
    • Make sure registered CAN:
      • View the page
      • Edit the page
        • click on Edit
        • Modify Content
        • Save
      • View History
        • can view any version "v"
        • can compare two versions
      • Read comments (if you added a comment to the home page from earlier steps, anon user should see this)
      • Add new Comment Add comment button is visible but clicking on it does nothing - BUG. i tested on another page that already had comment inserted by Admin and I was able to add comment
      • Create new page
        • in module Quick Edit type new wiki page name
        • insert content in new page
        • save new page
    • Make sure registered CANNOT:
      • Rollback
        • go to History Bug? Registered can view History on the page.
        • make sure no version has the "B" option
      • Rename

Registered Forum Test

  • Click on "Forums" from the Top Menu
    • Make sure registered CAN:
      • View the list of forums
      • Click on "Discussion Forum" (This forum should have been created by the Profile)
      • Click on a message and view its content
    • Post on forum
      • Click on test post created above
      • scroll down until you see Post
      • create a new post
    • Can edit own post
      • go visit a post which test_registered created
      • click the edit button
      • save
    • Create a new Topic
      • Click on Topic List
      • Click on New Topic
      • fill out and post
    • Search the forum
      • List forums
      • Select test forum
      • Search for a term that you have entered in one of your posts.
      • you should see the post that you searched
    • Make sure registered CANNOT:
      • Create or Delete a Forum
      • Delete a forum post
      • edit a post from another user Receive error "Notice: this variable may not be empty: $_POST"thread_sort_mode"" encountered the same error on tiki.org as the user registered. I will verify there is not already a BUG filed and if not, file it.


  • Click on "Files" from the Top Menu
    • Make sure registered CAN:
      • View the list of File Galleries
      • Click on "tool icon"
        • user can Display
        • user can download
      • Upload a file
      • Replace a file that you have uploaded
        • click on "tool icon"
        • click on "replace"
      • Delete a file that you have uploaded
        • click on "tool icon"
        • click on "delete"
    • Make sure registered CANNOT:
      • Create a File Gallery
      • Delete a File Gallery
      • Replace a file that has been uploaded from another user
      • Delete a file that has been uploaded from another user

Registered Calendar Test

  • Click on "Calendar" from the Top Menu
    • Make sure registered CAN:
      • View the Calendar
      • View the event inside the calendar
      • Hover over the event in calendar Nothing happens, intuitively the popout should show
      • Click on the event (User should see event details) if popup is visible and user hovers over Event title, a 2nd popout with HTML code appears
      • User should be able to click on "magnifier" in the popout go to detailed view of event
      • Add Event
        • click on Add Event
        • insert title
        • insert description
        • save
    • Make sure registered CANNOT:
      • Create or delete a calendar
      • Create or delete an event

Test Plan - TODO

  • Create Editors Test
  • Create SubAdmin Test












Page last modified on Tuesday 14 of September, 2010 02:00:15 UTC

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