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Drupal kickstart-workshop
1. Drupal Kickstart Workshop
RIT - 19 June 2010 - FOSSCon
Ready to dive into Drupal? In this workshop, you will create your own Drupal site, create
content, change the look, add navigation, implement search, and more.
2. Kickstarters
Tom Patros has been a web nerd for close to a decade, and lead the
redesign for the City of Rochester's web site in 2009. He is currently
working on a project that integrates Drupal with SalesForce, to create
an enterprise-grade association management system.
Ted Husted has consulted with teams throughout the United States,
including CitiGroup, Nationwide Insurance, and Pepsi Bottling Group.
He has been a regular speaker at ApacheCon and the Ajax
Experience.
3. Kickstart Agenda
Create hosting account
The What, Why, Who, When, Where, and How of Drupal
Hands on Exercises (as time allows)
Enable Clean URLs
Add a role and create a user
Create a Hello World "Story"
Edit Content and summaries
Revert Content
Set the front page
Define menu links
Change Themes
Configure Search
Review RSS Feed
Enable production caching
Next Steps
Questions and (maybe even) Answers
4. Create Hosting Account
A serious site should use an unmanaged hosting account, but
for casual use or learning Drupal, a managed site can be
easier.
1. Open www.drupalcafe.com and select Create Account
2. Punctuation is not allowed, lowercase alpha numeric
characters only. a-z and 0-9.
3. Input Account Name and Email - Select Personal use -
Accept Terms - Select [Create new account].
4. Wait five minutes.
5. Check email and login to your new site.
14. Enable clean URLs
Drupal defaults to using parameter style URLs
like </?q=admin/settings/clean-urls>
but clean URLs are better when support
/admin/settings/clean-urls
Step by step
Select [Administer/Site configuration/Clean URLs]
Select [Enable] operation
(If system indicates setting is supported by the server)
15. Add an administrator role
Drupal ships with two roles, authenticated user and anonymous
user.
Most sites can use roles to indicate the administrators and
other privileged users.
Step by step
Select [Administer/User management/Roles]
(/admin/user/roles)
Enter name for new role (e.g., "administrator")
Select [Add Role] operation
Select [edit permissions] operation
Enable permissions as appropriate (e.g., all)
16. Create user
The initial Drupal user ("user/1") is automatically a super-user
with all privileges.
Create your own personal user account for day-to-day
authoring and administration.
Step by step
Select [Administer/User management/Users]
(/admin/user/user)
Select [Add user] operation
Input Username, e-mail address, Password, and Role(s),
and Notify user of new account (optional).
17. Log out / Log in
Sign back in using your new account.
Step by step
Select [Log out] (/logout)
Open /user
Input username and password (for personal account)
Select [Log in] operation.
18. Create a "Hello World" story
Drupal ships with two types of content defined: a Page and a
Story.
A Page is standard content without any special features.
A Story is a Page with commenting enabled that is
automatically featured on the site's front page.
If we create a Story, the default front page text is replaced.
19. Create a "Hello World" story (2)
Step by step
Select [Create content/Story] from the left menu.
(/node/add/story)
Input Title and Body
(e.g. "Hello World" , "This is my first Drupal page.")
Select Publishing options.
Confirm that "Promoted to front page" is selected
Select [Preview]
(and admire your handwork!)
Select [Save] operation.
Select [Home] link in menu bar
(Open / on your site).
20. Edit content
Authenticated users can have editing privileges.
Content can be edited by following edit links on the page, or
via the Admin menus.
Step by step
Select Administer/Content Management/Content
(/admin/content/node).
Select [edit] operation for the "Hello World" item.
21. Create a summary
The default front page automatically features Story content by
printing the summary or up to the first 600 characters.
The summary (or "teaser") component is used by other
features as well.
A best practice is to indicate the "summary" portion of the
page yourself.
22. Create a summary
Step by step
Select [Split summary at cursor].
In the lower panel, enter some additional text ("It was quick
and easy to make.").
Ensure the initial text is still in the top panel ("This is my
first Drupal page.).
Select the [Revision information] operation.
Select the [Create new revision] checkbox and input a Log
message. ("Add teaser.")
Select the [Preview] operation.
Note that the system shows two previews, one for the
teaser and one for the full page.
Select the [Save] operation.
23. Revert to a prior version
Before making drastic changes to a content item, a best
practice is to create a new revision when saving the
updates. If the update doesn't go well, you can revert to a
prior revision.
Step by step
Select [Home] link in menu bar (Open / on your site).
Select the new [Read more] operation.
Select the [Revisions] operation.
Select the [Revert] operation and confirm the prompt.
Select the [Edit] operation.
24. Set the front page
Most sites like to carefully manage the front page content.
Drupal ships with an automatic front page, but you can
replace it with your own content item (or "node").
Each node has an unique number that can be referenced as
an URL.
25. Set the front page (2)
Step by step
Select [Administer/Site Building/Site Information]
(/admin/settings/site-information)
Input a reference for the front page content item (e.g.,
"node/1")
For extra credit, input the Slogan, Mission, and Footer
fields.
Select the [Save Configuration] operation.
Select the [Home] link in the menu bar.
Notice that the front page now has a View/Edit/Revisions
menu.
26. Define menu links
Drupal ships with primary and secondary content menus, and
other menus can also be added.
The third default menu is the (poorly named) Navigation
menu that is used for site management
(My Account, Create Account, Administer, Logout).
Items can be added to menus through as a Site building
operation, or directly from the content item when it is
created or edit.
An item can be linked to the root of a menu, or the child of
another menu item.
27. Define menu links (2)
Step by Step
Create a Story content item
See Create "Hello World" Story exercise.
After entering a Title (e.g. "News"), open the Menu settings
options.
Input the same text as the Menu link title ("News").
Select <primary links> as the Parent item.
Input a Body ("Welcome to our news page.").
Select the [Save] operation.
Create another Story content item.
28. Change Themes
Drupal ships with several layouts, or "Themes".
Drupal provides a baseline set of theme features, which
may be implemented differently (or not at all).
For example, many themes do not present the child
items on menus, or it might not implement the Drupal
"Slogan" setting, and so forth.
Third-party or custom themes can also be installed.
Drupal themes are powerful and intricate to create, but easy
to install and use.
29. Change Themes (2)
Step by step
Select [Administer/Site building/Themes]
(/admin/build/themes)
For the Acquia Marina theme, select Enabled and Default.
Select the [Save configuration] option.
Select "News" from the top menu bar.
Hover over "News" and select "An article".
30. Configure Search
Drupal provides a simple keyword search as a core feature.
Enabling search is a three step process.
Search relies on running a cron.php script on your server
Varies by installation
31. Configure Search (2)
Step by step
Enable Module
Open [Administer / Site Building / Modules]
Enable Search (in the core section)
Select [Save Configuration]
Enable Permissions
[Open Administer / User Management / Permissions]
Select [Save permissions]
Enable Block on Theme
[Open Administer / Site Building / Blocks]
For Seach Form, select "Footer Top"
Select [Save Blocks]
Wait 24 hours for site to be index.
32. Review RSS feed
Each Drupal site has a front page RSS feed at /rss.xml.
items promoted to the front page.
Step by step
Open /rss.xml and review current feed
Select [Administer/RSS Site Publishing]
Change number of items to "1"
Change Feed Content setting to "Full Text"
Select [Save Configuration]
Open /rss.xml and review current feed
Select [Administer/RSS Site Publishing]
Select [Reset to defaults]
33. Enable production caching
Out of the box, Drupal is configured for site development.
When deploying a production site, reconfigure the caching
Step by step
Open /admin/settings/performance
Select [Normal] Page caching mode
Select [Enable] for Block cache
Select [Enable] for CSS and JavaScript
(when not adding modules)
34. Next Steps
Official Drupal Site - www.drupal.org
YouTube - Lots
http://www.youtube.com/results?search_query=drupal
Drupal Overview
www.youtube.com/watch?v=0Q2aPi9ZEgs
* Learn by the Drop - www.learnbythedrop.com