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add notes to create an emergency user #1703

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@1letter 1letter commented Sep 12, 2024

i created a subdirectory for users and groups and add a file with a short description to create an emergency user in a pip and buildout based installation of Plone.

Closes #948
Closes #1702


📚 Documentation preview 📚: https://plone6--1703.org.readthedocs.build/

@1letter 1letter requested a review from stevepiercy September 12, 2024 18:59
@1letter 1letter linked an issue Sep 12, 2024 that may be closed by this pull request
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1letter commented Sep 12, 2024

@stevepiercy can you check wording and spelling please?

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I merged content from Plone 5 documentation, and added an introduction for each scenario.

There was one sentence remaining that confuses me. Please see my review comment. Thank you!

An emergency user is one that you can use to regain administrative access to a Plone site.
If you lose the administrator password, or you inherit a project without proper documentation, you can create an emergency user.

First of all, do the following steps not in a production environment!
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What would someone do in a Production environment? Are they out of luck?

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Of course, you can do this operations in a production env, but you should not do this. ;-)

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What should someone do in production instead? We can't say "don't do this", then in the next section say "do this". It's very confusing.

Perhaps you can include what are the consequences and risks of doing this in production, aside from the obvious, specifically that the site will be down while adding the emergency user.

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@1letter can you answer the following questions? I want to move this PR forward.

  1. What should someone do in production instead?
  2. If someone does this in production, what are the risks?
  3. In which environments is it OK to do this?

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The failing linkcheck for Docker Linux install can be ignored, as I fixed it in #1704.

@robgietema for https://nickcms.org, can you check its status? linkcheck says it is not responding. Alternatively, should I use https://docs.nickcms.org/ or https://github.com/robgietema/nick? Please advise.


```{important}
You should always stop your Plone site before adding a new user.
```
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Why? This is only necessary if the site uses a ZODB filestorage directly without using ZEO or Relstorage (then the storage is locked and can't be accessed by multiple processes at once).

```shell
./venv/bin/instance stop
./venv/bin/addzopeuser -c instance/etc/zope.conf <user> <password>
./venv/bin/instance start
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This assumes that Plone was installed into a Python virtualenv in the venv directory. That may or may not be the case.

It also assumes there is a script named instance, which is not usually the case when Plone was installed using pip.

bin/instance stop
bin/instance adduser <user> <password>
bin/instance start
```
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This assumes the buildout includes a plone.recipe.zope2instance section named instance. That may or may not be the case.

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@1letter would you please respond to @davisagli's suggestions?

Let's get this finished and published!

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This should now go in docs/admin-guide and be linked under the "Operate" heading of https://6.docs.plone.org/admin-guide/index.html

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add instructions to create an emergency user improve documentation for creating emergency users
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