Homec4science
Diffusion Primo_3_package (story11390_e-resources_report_link) Browse

Primo3/README_original.md
be1676e01598story11390_e…

Last Change
Raw File

README_original.md
View Options

# The Primo New UI Customization Workflow Development Environment
## Structure
- <b>gulp directory</b> : holds the various build scripts for the environment and the <b>config.js</b> configuration file in which your target proxy-server must be defined.
- <b>node_modules directory</b> : holds the various third-party modules that are required to run the system. These modules are defined in the <b>package.json</b> file.
- <b>packages directory</b> : once your development package is ready you will be able to build it using the `gulp create-package` command that will create the zipped package file you define in this folder
- <b>primo-explore directory</b> : consists of 2 directories :
1. <b>custom</b> : - where you will place your customization packages
2. <b>tmp</b> : just a place to hold some of your temporary files
## Overview
The development package allows you to configure the following page components (follow the links for details):
- [CSS](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/css "css documentation")
- [HTML](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/html "html documentation")
- [Images](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/img "images documentation")
- [JavaScript](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/js "javascript documentation")
For each configuration-type, or for every different Primo View, there should be a specified folder named after the View (which adheres to the established directory structure) in the `primo-explore/custom` package folder.
This custom View folder can be downloaded from your Primo Back Office, by following `Primo Home > Primo Utilities > UI customization Package Manager`, or started fresh from the [primo-explore-package GitHub repository](https://github.com/ExLibrisGroup/primo-explore-package "primo-explore-package repository"). (The benefit of using this repository is that in each folder you will find a specific README.md file containing recipes and examples.)
## Installation
1. Download the project from this repository and place it on your computer
2. Unzip the file you downloaded to a preferred development project folder location
3. Download and install the [Node version 6.9.2](https://nodejs.org/download/release/v6.9.2/)
4. From command line, run the command : `npm install npm@3.3.12 -g`
5. Restart your computer
6. From command line, run the command : `npm install -g gulp`
7. In a <b>new</b> command line window, navigate to the project base directory (`cd \path\to\your\project\folder\primo-explore-devenv`)
8. From command line, run the command : `npm install` (This should install all node modules needed for gulp.)
![npm install image](./help_files/npmInstall.png "Running npm install")
9. Edit Gulp configuration file's <i>proxy server</i> setting, found at <b>gulp/config.js</b> : `var PROXY_SERVER = http://your-server:your-port` (Make sure to use your real Sandbox or Production Primo Front-End URL.) Note that for SSL environments (HTTPS) define the server as: `var PROXY_SERVER = https://your-server:443`
10. Populate your custom View package folder in the custom package folder ("...primo-explore\custom"), by either downloading the view code files from your Primo Back Office or using the [primo-explore-package GitHub repository](https://github.com/ExLibrisGroup/primo-explore-package "primo-explore-package repository")) to start a new package folder. (if you have already defined a view package and loaded it to the BO - make sure you download it or else you will not see, and may overwrite, your previous changes.)
- If your custom view package folder were to be called "Auto1" then your development environment directory tree should look similar to this:
![Directory tree image](./help_files/direcoryTree.png "Directory tree")
- <b>IMPORTANT:</b> The name of your custom view package folder must match an <i>existing</i> view on the proxy server being referenced or the Gulp server will not function properly. For development from scratch, be sure to first create (or copy) a view using the Primo Back Office View Wizard; then you can accomplish your customizations locally using this document.
11. Start your code customizations :
- From command line, run the command : `gulp run --view <the VIEW_CODE folder>` (This will start your local server.)
(For example, running `gulp run --view Auto1` will start the environment taking the customizations from the <b>Auto1</b> folder.)
![Server Startup Image](./help_files/serverStartup.png "Server Startup")
- For Primo VE customers, add the --ve flag :
`gulp run --view <the VIEW_CODE folder> --ve`
- Open a browser and type in the following URL : `localhost:8003/primo-explore/?vid=your-view-code` (Example: http://localhost:8003/primo-explore/search?vid=Auto1)
- For Primo VE customers open the following URL : `localhost:8003/discovery/?vid=your-institution-code:your-view-code`
- Now you should be able to to your customizations with real searches and results, from your previously defined proxy-server. Note: once you start working with this environment, you will discover that the best results are achieved by working in your browser's incognito mode; or you can clear your browser cache before you start the Gulp server.
![Env up Image](./help_files/searchResults.png "Env up")
- You can get immediate feedback on your code changes by refreshing the browser.
- Perform your changes according to the documentation/examples in:
- [CSS](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/css "css documentation")
- [HTML](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/html "html documentation")
- [Images](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/img "images documentation")
- [JavaScript](https://github.com/ExLibrisGroup/primo-explore-package/tree/master/VIEW_CODE/js "javascript documentation")
Note: you have multiple options to edit the css file(custom1.css) and the js file(custom.js), some of them include methods of splitting your developments to seperate files. When using such methods - the css and js file will be overriden by the different files.
## Publishing packages
Once you finish customizing the package, you can zip up that directory and upload it using the Primo BackOffice.
1. In a command line window, navigate to the project base directory : `cd \path\to\your\project\folder\primo-explore-devenv`
2. From command line, run the command : `gulp create-package` You will be prompted with a menu specifying all of the possible packages you can build, such as :
![Create Package Image](./help_files/createPackage.png "Create Package up")
![Package Image](./help_files/packages.png "Package up")
3. Log into Primo Back Office and navigate to the <b>UI customization Package manager</b> section : `Primo Home > Primo Utilities > UI customization Package Manager`
4. Use the file <b>browse</b> button to find and upload the new zipped package file. (Located in the "\path\to\your\project\folder\primo-explore-devenv\package" directory.)
![BO Image](./help_files/bo.png "BO up")
5. Don't forget to <b>deploy</b> your changes
## Publishing Primo-Studio addons
Once you finish customizing the package, you can get it ready to be published to Primo-Studio.
1. In a command line window, navigate to the project base directory : `cd \path\to\your\project\folder\primo-explore-devenv`
2. From command line, run the command : `gulp prepare-addon` You will be prompted with a menu specifying all of the possible packages you can build.
3. Once you finished running the script a folder containing the add-on will be created in `\path\to\your\project\folder\primo-explore-devenv\addons`.
4. From the above folder you can publish your add-on to NPM and to Primo-Studio. For Instructions see: [Primo-Studio add-on tutorial](https://github.com/ExLibrisGroup/Primo-Studio-Addon-Tutorial)
c4science · Help