Configure Shell modules

There are two kinds of shell modules: protected and public. Protected modules are secured by default, while public modules are accessible to all users. Configure the different types through PublicModuleOptions and ProtectedModuleOptions in the CmsUI section.

Add modules to Optimizely Content Management System (CMS) by configuring the options for automatic discovery or by explicitly adding them through code or the appSettings.json file.

Example configuration from appSettings.json:

"EPiServer": {
  "CmsUI": {
    "ProtectedModule": {
      "Items": [{
        "Name": "MySecureModule"
      }]
    }
  }
}

Example configuration from code:

services.Configure<ProtectedModuleOptions>(o => o.Items.Add(new ModuleDetails { Name = "MySecureApp" }));

Install public modules in the modules folder; install protected modules in the modules\_protected folder. Treat the web application as a "default" shell module but with path .\ (the application root). To add settings for the "default" shell module, add a module.config to the root of the application.

Options configuration

Configure a module through options like resource paths and assemblies. A corresponding module.config file is recommended for each shell module.

Module manifest

Each module has a manifest file (module.config) in the module root directory, where further module-specific settings are specified.

Security

A shell module specifies which security policy to apply to requests by assigning the authorizationPolicy attribute in module.config with the name of the policy. If the module does not explicitly specify a policy, by default no policy is applied to public modules, while a policy named episerver:defaultshellmodule (requires the user to be in any of the roles defined in CmsPolicyOptions.DefaultShellModuleRoles, which by default is CmsEditors and CmsAdmins) is applied to protected modules.

Example of assigned policy episerver:cmsedit for the module through module.config:

<?xml version="1.0" encoding="utf-8" ?>
<module authorizationPolicy="episerver:cmsedit">
  <assemblies>
    <add assembly="MyModuleAssembly" />
  </assemblies>
</module>

Discovery

ProtectedModuleOptions and PublicModuleOptions have a property AutoDiscovery that specifies how module discovery is performed. By default, PublicModuleOptions.AutoDiscovery is set to AutoDiscovery.Modules, meaning it scans the modules folder for modules, which are then automatically registered. The default for ProtectedModuleOptions.AutoDiscovery is AutoDiscovery.Minimal, meaning all protected modules need to be explicitly registered. The CMS built-in modules like edit and admin mode are registered when AddCms is called.

Version client resources

Specify the relative path to client resources in the module folder using the optional clientResourceRelativePath attribute of the module node in the module manifest file, module.config. The module client resource path equals the resource base path when the clientResourceRelativePath attribute is not defined or the value is an empty string. Otherwise, the system combines the module resource base path and the relative path specified in the clientResourceRelativePath attribute. The resulting value is used as the module client resource path if it is a valid absolute path.

Implement versioning to avoid client-side caching issues without individually changing all resource file references.

Example module directory structure

Modules/
└── SampleModule/
    ├── {version}/
    │   ├── ClientResources/
    │   │   ├── Scripts/
    │   │   │   └── script.js
    │   │   ├── Styles/
    │   │   │   └── styles.css
    │   │   └── Images/
    │   │
    │   ├── bin/
    │   │   └── SampleModule.dll
    │   │
    │   ├── Views/
    │   │   ├── Shared/
    │   │   └── Components/
    │   │
    │   ├── Controllers/
    │   │
    │   ├── App_Data/
    │   │
    │   └── module.config

Example module.config

<?xml version="1.0" encoding="utf-8"?>
<module clientResourceRelativePath="1.5.0" >
  <!-- ... -->
  <clientResources>
    <add location="myScript" path="ClientResources/script.js" resourceType="Script" />
    <add location="myStyles" path="ClientResources/styles.css" resourceType="Style" />
  </clientResources>
  <!-- ... -->
</module>

• Resource base path – ~/modules/SampleModule/
• Client resource path – ~/modules/SampleModule/1.5.0/