Easy setup of a wiki-based knowledge management system using Tiki

Link to event: https://fosdem.org/2019/schedule/event/collab_tiki_wiki_knowledge_base/

Abstract:

Full Description

We start with a real-life Tiki website right after the installer was run.

Nothing special except I put my email in Sender email field because I want people who get automated notifications to reply to me in an easy way.

Setting Tiki

Special for the presentation: theme trick

I set a different theme for admins than normal users to make it clear if it's an admin's view or a user's view for the people who watch the vidéo.
Site theme: Slate
Admins group theme: Default

General Tiki improvements

I set a number of configurations which make sense for our use case or are required for the site to perform as we want.

Switch to advanced mode

activate features http://fosdem.alsawiki.com/tiki-admin.php?page=features

• Blogs
• Category
• Group watches

General configurations http://fosdem.alsawiki.com/tiki-admin.php?page=general&cookietab=3

• Use group homepages
• Go to the group homepage only if logging in from the default homepage

Look & Feel

• Group theme

Custom CSS

footer#footer {
    text-align: center;
}
footer {
    border-top: 1px solid;
}

Admin Wiki

• General
  • Wiki URL scheme: Replace spaces with dashes
  • List authors: collaborative
  • Allow override per page
  • Display page name as page title
  • Display page name above page
• Features
  • Comments below wiki pages
  • Structures
  • Make structure from page
  • Categorize structure pages together
  • Disable inherited direct object permissions
  • Pages not in structure

Set up global permissions

• Blogs

none

• Category
  none
• Comments
  Registered can read comments
  Registered can post comments
• File galleries
  none
• Group
  none
• User
  none
• Wiki
  none
• wiki structure
  none
• Tiki
  Registered can search

Reload user browser: Lost access to anything. Ugly message.

Reorganise modules and HomePage

HomePage

! Welcome to this FOSDEM talk demo site


The purpose of this website is to demonstrate how to set up a site for collaborating efficiently with different customers which don't know about each other.

As a Tiki and Free Software specialist freelancer, I have been using this system for my own communication with my customers for 8 years. They like it.

Remove list of authors.

Edit HomePage object permissions
Anonymous can view

Set Modules

Settings → Modules

Move login module from top to left
position: 1
mode: module

Add Since last visit to right section
Only visible to Registered

Add Search module to right (with more time, it might be nicer in top section but detailed placing requires CSS)

Restrict Menu 42 to Admins

Reload user browser: View the site for Anonymous users (not logged in)

Create a new workspace for AACMEE Corp (aacmee)

Totally fictitious Corporation, don't sue! 😊

Create category aacmee

• "Categories" → "Admin Categories" → Name : aacmee

Create group aacmee

• Inherit permissions directly from following groups: Registered
• Group Home page: aacmee - Homepage
• Set default Category aacmee
  Default category assigned to uncategorised objects edited by a user with this default group

Set Group permissions for category aacmee

"Categories" → "Admin Categories" → aacmee (spanner) → Permissions

Select group aacmee for display.

All permissions are set for group aacme

• blogs

Can post to a blog (tiki_p_blog_post)
Can read blogs (tiki_p_read_blog)'

• category

Can see the category in a listing (tiki_p_view_category)
Can add objects to the category (tiki_p_modify_object_categories permission required) (tiki_p_add_object)
Can remove objects from the category (tiki_p_modify_object_categories permission required) (tiki_p_remove_object)

• comments
  Can post new comments (tiki_p_post_comments)
  Can read comments (tiki_p_read_comments)
• file galleries
  (all but Can assign permissions to file galleries (tiki_p_assign_perm_file_gallery))
• group
  (none)
• wiki
  Can view page/pages (tiki_p_view)
  Can edit pages (tiki_p_edit)
  Can view wiki history (tiki_p_wiki_view_history)
  Can view wiki comments (tiki_p_wiki_view_comments)
• wiki structure
  Can create and edit structures (tiki_p_edit_structures)
• Tiki
  Can change the categories of an object (tiki_p_modify_object_categories)

Create user account Vile Fox

"Admin Users" → fill

• username: Vile Fox
• × User must change password at next login.
• email
• × Send an email to the user in order to allow him to validate his account.

(no self-registration, only professional contacts known beforehand)

Set him in group aacmee, also as the default group

There won't be a confirmation mail (this is a demo running on a VM). Force validation as admin (right-hand spanner for user)

Log in and set the password for Vile Fox
Tip: For the demo, we create it early and actually use it. In real life, use "switch user" as an admin in the login module for testing what he can see and do.

Create file Gallery aacmee

First create a projects file gallery to keep things orderly.

• Create file Gallery aacmee in Projects → Keep track of number NNN
  • Optionally, create aacmee → Invoices

Group Monitor: aacmee

Create blog aacmee day-to-day interventions

• Create blog aacmee day-to-day interventions

Categorize: aacmee

→ Save → Note number NNN

Group Monitor: aacmee

Create page aacmee - Homepage

-= aacmee =-

This section is reserved for people involved in ACME Corp and can be accessed by the following.
{userlist sort="asc" link="userinfo" realname="y" group="aacmee"}



{DIV(class="col-md-6")}
__Pages of interest__
__((aacmee - HomePage))__
{toc showdesc="0"}{DIV}{DIV(class="col-md-6")}[tiki-view_blog.php?blogId=XXX|Last posts] [tiki-blog_post.php?blogId=XXX|{div type="span" class="icon icon-post fa fa-pencil fa-fw " title="New post" alt="New post"}]
{bloglist Id="XXX" simpleList="y"}[tiki-view_blog.php?blogId=XXX|Last posts] [tiki-blog_post.php?blogId=XXX|{div type="span" class="icon icon-post fa fa-pencil fa-fw " title="New post" alt="New post"}]{DIV}

{FADE(label="Documents" icon="y")}
{files galleryId="XXX" showaction="y" showfind="y" showtitle="n" showicon="y" showfilename="n" recursive="y" withsubgals="y"}{FADE}

• Make Structure on aacmee - Homepage
• Categorise all pages in structure together → aacmee

Note structure number: NMM
http://projects.alsawiki.com/tiki-edit_structure.php?page=aacmee+-+Homepage&page_ref_id=NMM

Group monitor structure: aacmee

Create custom module

So as to let users and yourself find their way.

Admin → Modules
Create new custom module

Name: Custom menu aacmee
Title: aacmee
x ← Must be wiki parsed.

Data:

__[aacmee - HomePage?structure=aacmee - HomePage|aacmee - HomePage]__
{module module="menu" notitle="y" nobox="y" structureId="1" type="vert"}
__[fileXXX|Documents]__

__[blogXXX|Day-to-day activity] <a href="tiki-blog_post.php?blogId=XXX"><span class="icon icon-post fa fa-pencil fa-fw " title="New post" alt="New post" ></span></a>__

→ Create

Click Assign
Position: Left
Order: 2
Groups: aacmee

→ Assign

Edit again (double click)
Groups: aacmee
Flip: y

Exit Modules
Validate

That's it

You can add other customers and other companies and they won't see each other.
Yet you can communicate with them and changes trigger email notifications.