Content Editing &
Admin in Drupal 7
Drupal Essentials
acquia.com
1Wednesday, June 26, 2013
HELLO!
Heather James
@learningdrupal
Manager of Training
at Acquia
2Wednesday, June 26, 2013
COMPARING
DRUPAL
3Wednesday, June 26, 2013
Content first!
4Wednesday, June 26, 2013
5Wednesday, June 26, 2013
Drupal can be...
• Main web
prescence
• News hub
• Central event info
and media
• A community
• Petition collector
6Wednes...
What is the point?
7Wednesday, June 26, 2013
Content defines the site
Article
Content title
Travel guide
Content title
Tips
Content title
Article content. A small
rive...
Content is (still) king
http://shop.oreilly.com/product/9781937434199.do
• Content creation
should be a core
strategic bus...
Content drives sales
• Sales begins before
you contact clients
• Videos
• Infographics
• Quizzes
• Trend reports
• Case st...
Other systems are
structure first
11Wednesday, June 26, 2013
Example: Expression Engine
12Wednesday, June 26, 2013
Example: Typo3
Page added “into”
site structure
13Wednesday, June 26, 2013
Structure first
(Possible in Drupal, just not the default!)
Page layout
templates
14Wednesday, June 26, 2013
Page structure
and placement
BEFORE
content
15Wednesday, June 26, 2013
Ordering content in lists
Arbitrary
ordering of
content in lists
(Possible in Drupal, just not the default!)
16Wednesday, ...
Media added to content
Media added to
content
Access control
per-content item
(Possible in Drupal, just not the default!)
...
“Page” level permission
(Possible in Drupal, just not the default!)
18Wednesday, June 26, 2013
Menu placement = Path
19Wednesday, June 26, 2013
Appearance v display
http://webstyleguide.com/wsg3/5-site-structure/3-site-file-structure.html
20Wednesday, June 26, 2013
Drupal is content first
21Wednesday, June 26, 2013
What you may be thinking
example.com news
about
masthead
politicssports
contact
Your mental
site map
22Wednesday, June 26,...
Drupal holds data
Articles Users
Pages Comments
“
“
Terms
23Wednesday, June 26, 2013
Googlehttp://domain.com
Web Page Title
Structure first approach?
Googlehttp://domain.com
Web Page Title
Front page Full pa...
Different conditions
Googlehttp://domain.com
Web Page Title
Googlehttp://domain.com
Web Page Title
Full pageFront page
25W...
Two different conditions
Googlehttp://domain.com
Web Page Title
Googlehttp://domain.com
Web Page Title
26Wednesday, June 2...
Structured content
In HTML:
Body text
Tags
Location
Media (video,
images)
Title
Image upload
Title
Location
Tags
Body text...
What to display?
Image
Title
Location
Tags
Body text
Author
Date
Googlehttp://domain.com
Web Page Title
Show 2 most recent...
Show author and date?
Googlehttp://domain.com
Web Page Title
Image
Title
Location
Tags
Body text
Author
Date
Show 9 per pa...
Uniquely positioned
• Karen McGrane, at
DrupalCon Portland
pointed out Drupal is
uniquely positioned.
• A strength.
• Also...
UNDERSTANDING
DRUPAL
From a content admin’s perspective
31Wednesday, June 26, 2013
Drupal 7
administration tour
32Wednesday, June 26, 2013
Admin tour
• Your site might look very different
33Wednesday, June 26, 2013
Content editing
34Wednesday, June 26, 2013
Customized client UX
Workbench
Admin with Rubik theme
35Wednesday, June 26, 2013
Demo: Login different role
• Login as “user/1” - Sometimes called
superuser, or admin.
• Login as another user role.
• Com...
Trick: Logging in!
• Go to /user on your site
• Such as http://opensource.com/user
• Here you will find the login
37Wednesd...
Simple changes
• Anyone with “editor” role does not see the
site with an administration theme (visual
design)
38Wednesday,...
Demo: Edit a block
Try this...
39Wednesday, June 26, 2013
Content types
40Wednesday, June 26, 2013
About content types
• Content types have
basic settings.
• Simple version
control (revisions).
• Adding fields
extends and
...
Demo: Add content
• Add an article.
• Compare the two content type forms.
• What defaults were set?
• How will these displ...
Trick! node/add
• Not sure how to add content to your site or
what is available? Try /node/add at the end
of your address
...
Permission to add content
• Only if enabled for a user “role”
44Wednesday, June 26, 2013
Adding to menus
• May not be
available to all
users
• Is configured
per-content type
45Wednesday, June 26, 2013
Demo: Add more content
• Add a Basic page.
• Add Page to a menu.
• Compare the two content type forms.
• What defaults wer...
Define content
47Wednesday, June 26, 2013
Your site content
• Moderated
interaction?
• User generated
content?
• Managed publishing
workflow?
• Editor only
content?
...
Why content types
Unstructured text field Full page display is ok...
but...
49Wednesday, June 26, 2013
Other displays?
50Wednesday, June 26, 2013
Fields
• Datatype:
Numerical? Date?
Text?
• Input widget:
Radio button, text
field? Validators.
• Display:
Full text? Image...
Example: OpenSource.com
52Wednesday, June 26, 2013
Content display
Teaser Full post
53Wednesday, June 26, 2013
Generated lists
54Wednesday, June 26, 2013
Demo: Add more content
• Add a Basic page.
• Add Page to a menu.
• Compare the two content type forms.
• What defaults wer...
Content type defaults
1
2
3
56Wednesday, June 26, 2013
WYSIWYG and rich
text editors
57Wednesday, June 26, 2013
Default Drupal
• Highly secure. Yay!
• Not user friendly. Boo.
58Wednesday, June 26, 2013
WYSIWYG
59Wednesday, June 26, 2013
Text input
Input form
Ha ha! Joke's on you!
<script type="text/javascript">
some malicious script
</script>
Save or Cancel...
Text formats
Text format
Filter text input.
Remove all scripts.
Clean HTML output.
Input form
Ha ha! Joke's on you!
<scrip...
Output
Output
Ha ha! Joke's on you!
Text format
Filter text input.
Remove all scripts.
Clean HTML output.
Input form
Ha ha...
Media handling
• Added as “fields”
• Inline media
• Embed videos
• Embed images
63Wednesday, June 26, 2013
Image handling
Example a. Example b. Example c.
64Wednesday, June 26, 2013
Managing content
65Wednesday, June 26, 2013
Managing content
• Content editors have lots of responsibilities
• Manage new content
• Incorporate feedback
• Ownership
6...
Workbench
• Special add-on to Drupal
67Wednesday, June 26, 2013
Customized Admin Pages
• Likely your site will have a customized
adminstration pages.
• Content, comments, users, etc.
68W...
Customized Admin Pages
Bulk editing
Special search
and sorting
69Wednesday, June 26, 2013
Revisions
• Enabled for selected content types
• Only visible to selected user roles
70Wednesday, June 26, 2013
Revisions
• Depends on whether it’s configured or not.
71Wednesday, June 26, 2013
Demo: Compare
• Compare administration pages
• Content
• Users
• Comments
• ... depends on what you have access to
control...
SITE STRUCTURE
73Wednesday, June 26, 2013
Anatomy of a Drupal
page
74Wednesday, June 26, 2013
Page model in Drupal
Page
75Wednesday, June 26, 2013
Templates pull in regions
defined in theme
Page
Sidebar
Footer
Header
Content
Help
76Wednesday, June 26, 2013
Blocks are assigned to regions
Page
Sidebar
Footer
Header
Content
User login
Powered by Drupal
Main page content
Search
He...
Menus can also be arranged as blocks
Page
Sidebar
Footer
Header
Content
User login
Main menu
Powered by Drupal
Main page c...
Pages are assembled
79Wednesday, June 26, 2013
1
3
5
2
4
80Wednesday, June 26, 2013
Example: Selecting fields
21
Full page has
all the content
User profile
3 Block shows select fields
81Wednesday, June 26, 20...
Example: Poll module
1
2
Create the poll
Place the block
82Wednesday, June 26, 2013
Tools you might see
• Panels
• Drag and drop layout
• Context
• Uses page conditions to decide what to
display
83Wednesday...
Organizing content
84Wednesday, June 26, 2013
Example paths
• Paths can be set
automatically..
• node/7
• user/3
• Totally custom
• path/to/something
• Or use patterns
...
Menus
• Controlled navigation
• Usually done at
development time
• Static links
• Enabled
• Disabled
• Nested
• Drop-down
...
Taxonomy fields
Taxonomy
TermVocabulary
Term
Term
Vocabulary
Terms
Child term
Child term
Vanilla
Flavor
Chocolate
Vocabula...
88Wednesday, June 26, 2013
Demo: Site structure
• Add a taxonomy term to content
• Change path of existing content
• Add item to the menu
• Show: Acq...
MAKING IT BETTER!
90Wednesday, June 26, 2013
Customize the experience
• WYSIWYG
• “Save draft”
buttons
• Custom admin
menus
• Custom content
lists
91Wednesday, June 26...
Rosetta stones for users
• Give users some help as they learn
Wordpress Drupal
(use WP query in template) Views module
Plu...
Rosetta stones for users
• Easy to get terms confused
Joomla Drupal
Component Module
Introtext Teaser
Maintext Body
Mambot...
Mollom for moderation
94Wednesday, June 26, 2013
Moderating content
Flag module
95Wednesday, June 26, 2013
Build in training
• Demo functionality to stakeholders
• Record demos at key milestone meetings.
• Get content editors inv...
Documentation
• Create a central repository for project
documentation, gather as you go along.
• Improve inline documentat...
Customize content admin training
acquia.com/training/contact
98Wednesday, June 26, 2013
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Content Editing & Admin in Drupal 7

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In Content Editing and Administration, you’ll get an overview of how to manage content in Drupal 7 in different situations. Each Drupal site is unique and requires a different amount of customization. The entire content administration experience in Drupal can be completely modified to suit your needs.

Heather James, Manager of Learning Services at Acquia, will show you what the basic site administration experience looks like out of the box. She will also take a look at the administration experience looks like on a more robust site with a number of customizations. By the end of the class you’ll learn key terminology to speak to your developer team and some tips and tricks for making the most of your site.

In this webinar you will learn about:
- Content administration basics including adding and tagging content
- The difference between content editing forms, webforms and contact forms
- Searching for and locating specific content
- Customizations you may encounter and those you can request

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Content Editing & Admin in Drupal 7

  1. 1. Content Editing & Admin in Drupal 7 Drupal Essentials acquia.com 1Wednesday, June 26, 2013
  2. 2. HELLO! Heather James @learningdrupal Manager of Training at Acquia 2Wednesday, June 26, 2013
  3. 3. COMPARING DRUPAL 3Wednesday, June 26, 2013
  4. 4. Content first! 4Wednesday, June 26, 2013
  5. 5. 5Wednesday, June 26, 2013
  6. 6. Drupal can be... • Main web prescence • News hub • Central event info and media • A community • Petition collector 6Wednesday, June 26, 2013
  7. 7. What is the point? 7Wednesday, June 26, 2013
  8. 8. Content defines the site Article Content title Travel guide Content title Tips Content title Article content. A small river named Duden flows by their place and supplies it with the necessary regelialia. tags tags tags Tips content. This is a great way to pack your bags. This is a guide. The best place to start is here. Then you can go there and further. What to pack Job posting Job title Where is it? This is a job description. This is what we're looking for. Terms of employment Company name 8Wednesday, June 26, 2013
  9. 9. Content is (still) king http://shop.oreilly.com/product/9781937434199.do • Content creation should be a core strategic business activity • Content is intellectual property • Hidden assets! • Identify, Organize, Manage, Leverage it 9Wednesday, June 26, 2013
  10. 10. Content drives sales • Sales begins before you contact clients • Videos • Infographics • Quizzes • Trend reports • Case studies... etc http://jess3.com/eloqua-content-grid-v2/ 10Wednesday, June 26, 2013
  11. 11. Other systems are structure first 11Wednesday, June 26, 2013
  12. 12. Example: Expression Engine 12Wednesday, June 26, 2013
  13. 13. Example: Typo3 Page added “into” site structure 13Wednesday, June 26, 2013
  14. 14. Structure first (Possible in Drupal, just not the default!) Page layout templates 14Wednesday, June 26, 2013
  15. 15. Page structure and placement BEFORE content 15Wednesday, June 26, 2013
  16. 16. Ordering content in lists Arbitrary ordering of content in lists (Possible in Drupal, just not the default!) 16Wednesday, June 26, 2013
  17. 17. Media added to content Media added to content Access control per-content item (Possible in Drupal, just not the default!) 17Wednesday, June 26, 2013
  18. 18. “Page” level permission (Possible in Drupal, just not the default!) 18Wednesday, June 26, 2013
  19. 19. Menu placement = Path 19Wednesday, June 26, 2013
  20. 20. Appearance v display http://webstyleguide.com/wsg3/5-site-structure/3-site-file-structure.html 20Wednesday, June 26, 2013
  21. 21. Drupal is content first 21Wednesday, June 26, 2013
  22. 22. What you may be thinking example.com news about masthead politicssports contact Your mental site map 22Wednesday, June 26, 2013
  23. 23. Drupal holds data Articles Users Pages Comments “ “ Terms 23Wednesday, June 26, 2013
  24. 24. Googlehttp://domain.com Web Page Title Structure first approach? Googlehttp://domain.com Web Page Title Front page Full page ? 24Wednesday, June 26, 2013
  25. 25. Different conditions Googlehttp://domain.com Web Page Title Googlehttp://domain.com Web Page Title Full pageFront page 25Wednesday, June 26, 2013
  26. 26. Two different conditions Googlehttp://domain.com Web Page Title Googlehttp://domain.com Web Page Title 26Wednesday, June 26, 2013
  27. 27. Structured content In HTML: Body text Tags Location Media (video, images) Title Image upload Title Location Tags Body text Compare 27Wednesday, June 26, 2013
  28. 28. What to display? Image Title Location Tags Body text Author Date Googlehttp://domain.com Web Page Title Show 2 most recent. Image as square thumbnail. Body text up to 100 words 28Wednesday, June 26, 2013
  29. 29. Show author and date? Googlehttp://domain.com Web Page Title Image Title Location Tags Body text Author Date Show 9 per page with pagination. Image as thumbnail. Author link to profile. Short date. 29Wednesday, June 26, 2013
  30. 30. Uniquely positioned • Karen McGrane, at DrupalCon Portland pointed out Drupal is uniquely positioned. • A strength. • Also... can be confusing! https://portland2013.drupal.org/keynote/karen-mcgrane 30Wednesday, June 26, 2013
  31. 31. UNDERSTANDING DRUPAL From a content admin’s perspective 31Wednesday, June 26, 2013
  32. 32. Drupal 7 administration tour 32Wednesday, June 26, 2013
  33. 33. Admin tour • Your site might look very different 33Wednesday, June 26, 2013
  34. 34. Content editing 34Wednesday, June 26, 2013
  35. 35. Customized client UX Workbench Admin with Rubik theme 35Wednesday, June 26, 2013
  36. 36. Demo: Login different role • Login as “user/1” - Sometimes called superuser, or admin. • Login as another user role. • Compare! 36Wednesday, June 26, 2013
  37. 37. Trick: Logging in! • Go to /user on your site • Such as http://opensource.com/user • Here you will find the login 37Wednesday, June 26, 2013
  38. 38. Simple changes • Anyone with “editor” role does not see the site with an administration theme (visual design) 38Wednesday, June 26, 2013
  39. 39. Demo: Edit a block Try this... 39Wednesday, June 26, 2013
  40. 40. Content types 40Wednesday, June 26, 2013
  41. 41. About content types • Content types have basic settings. • Simple version control (revisions). • Adding fields extends and customized the content type News article Lead image Topic Event Generic plus: Topic Date of event Generic content type Title Author Date published Comments? Menu option? Generic plus: 41Wednesday, June 26, 2013
  42. 42. Demo: Add content • Add an article. • Compare the two content type forms. • What defaults were set? • How will these display under different conditions? 42Wednesday, June 26, 2013
  43. 43. Trick! node/add • Not sure how to add content to your site or what is available? Try /node/add at the end of your address • Example at opensource.com - Allows anonymous users to add content 43Wednesday, June 26, 2013
  44. 44. Permission to add content • Only if enabled for a user “role” 44Wednesday, June 26, 2013
  45. 45. Adding to menus • May not be available to all users • Is configured per-content type 45Wednesday, June 26, 2013
  46. 46. Demo: Add more content • Add a Basic page. • Add Page to a menu. • Compare the two content type forms. • What defaults were set? • How will these display under different conditions? 46Wednesday, June 26, 2013
  47. 47. Define content 47Wednesday, June 26, 2013
  48. 48. Your site content • Moderated interaction? • User generated content? • Managed publishing workflow? • Editor only content? Seiichi Kusunoki - Visual Maintenance (cc) By Attribution via Flickr http://www.flickr.com/photos/67975747@N02/8480910015/ 48Wednesday, June 26, 2013
  49. 49. Why content types Unstructured text field Full page display is ok... but... 49Wednesday, June 26, 2013
  50. 50. Other displays? 50Wednesday, June 26, 2013
  51. 51. Fields • Datatype: Numerical? Date? Text? • Input widget: Radio button, text field? Validators. • Display: Full text? Image resize? 51Wednesday, June 26, 2013
  52. 52. Example: OpenSource.com 52Wednesday, June 26, 2013
  53. 53. Content display Teaser Full post 53Wednesday, June 26, 2013
  54. 54. Generated lists 54Wednesday, June 26, 2013
  55. 55. Demo: Add more content • Add a Basic page. • Add Page to a menu. • Compare the two content type forms. • What defaults were set? What fields? • How will these display under different conditions? 55Wednesday, June 26, 2013
  56. 56. Content type defaults 1 2 3 56Wednesday, June 26, 2013
  57. 57. WYSIWYG and rich text editors 57Wednesday, June 26, 2013
  58. 58. Default Drupal • Highly secure. Yay! • Not user friendly. Boo. 58Wednesday, June 26, 2013
  59. 59. WYSIWYG 59Wednesday, June 26, 2013
  60. 60. Text input Input form Ha ha! Joke's on you! <script type="text/javascript"> some malicious script </script> Save or Cancel 60Wednesday, June 26, 2013
  61. 61. Text formats Text format Filter text input. Remove all scripts. Clean HTML output. Input form Ha ha! Joke's on you! <script type="text/javascript"> some malicious script </script> Save or Cancel anonymous user/0 administrator 61Wednesday, June 26, 2013
  62. 62. Output Output Ha ha! Joke's on you! Text format Filter text input. Remove all scripts. Clean HTML output. Input form Ha ha! Joke's on you! <script type="text/javascript"> some malicious script </script> Save or Cancel 62Wednesday, June 26, 2013
  63. 63. Media handling • Added as “fields” • Inline media • Embed videos • Embed images 63Wednesday, June 26, 2013
  64. 64. Image handling Example a. Example b. Example c. 64Wednesday, June 26, 2013
  65. 65. Managing content 65Wednesday, June 26, 2013
  66. 66. Managing content • Content editors have lots of responsibilities • Manage new content • Incorporate feedback • Ownership 66Wednesday, June 26, 2013
  67. 67. Workbench • Special add-on to Drupal 67Wednesday, June 26, 2013
  68. 68. Customized Admin Pages • Likely your site will have a customized adminstration pages. • Content, comments, users, etc. 68Wednesday, June 26, 2013
  69. 69. Customized Admin Pages Bulk editing Special search and sorting 69Wednesday, June 26, 2013
  70. 70. Revisions • Enabled for selected content types • Only visible to selected user roles 70Wednesday, June 26, 2013
  71. 71. Revisions • Depends on whether it’s configured or not. 71Wednesday, June 26, 2013
  72. 72. Demo: Compare • Compare administration pages • Content • Users • Comments • ... depends on what you have access to control 72Wednesday, June 26, 2013
  73. 73. SITE STRUCTURE 73Wednesday, June 26, 2013
  74. 74. Anatomy of a Drupal page 74Wednesday, June 26, 2013
  75. 75. Page model in Drupal Page 75Wednesday, June 26, 2013
  76. 76. Templates pull in regions defined in theme Page Sidebar Footer Header Content Help 76Wednesday, June 26, 2013
  77. 77. Blocks are assigned to regions Page Sidebar Footer Header Content User login Powered by Drupal Main page content Search Help Whoʼs new 77Wednesday, June 26, 2013
  78. 78. Menus can also be arranged as blocks Page Sidebar Footer Header Content User login Main menu Powered by Drupal Main page content Search Help Whoʼs new 78Wednesday, June 26, 2013
  79. 79. Pages are assembled 79Wednesday, June 26, 2013
  80. 80. 1 3 5 2 4 80Wednesday, June 26, 2013
  81. 81. Example: Selecting fields 21 Full page has all the content User profile 3 Block shows select fields 81Wednesday, June 26, 2013
  82. 82. Example: Poll module 1 2 Create the poll Place the block 82Wednesday, June 26, 2013
  83. 83. Tools you might see • Panels • Drag and drop layout • Context • Uses page conditions to decide what to display 83Wednesday, June 26, 2013
  84. 84. Organizing content 84Wednesday, June 26, 2013
  85. 85. Example paths • Paths can be set automatically.. • node/7 • user/3 • Totally custom • path/to/something • Or use patterns • news/europe/title • chef/jamie-oliver Decided at time of development 85Wednesday, June 26, 2013
  86. 86. Menus • Controlled navigation • Usually done at development time • Static links • Enabled • Disabled • Nested • Drop-down (controlled in design) 86Wednesday, June 26, 2013
  87. 87. Taxonomy fields Taxonomy TermVocabulary Term Term Vocabulary Terms Child term Child term Vanilla Flavor Chocolate Vocabulary Terms 87Wednesday, June 26, 2013
  88. 88. 88Wednesday, June 26, 2013
  89. 89. Demo: Site structure • Add a taxonomy term to content • Change path of existing content • Add item to the menu • Show: Acquia “Primary channel” dropdown. 89Wednesday, June 26, 2013
  90. 90. MAKING IT BETTER! 90Wednesday, June 26, 2013
  91. 91. Customize the experience • WYSIWYG • “Save draft” buttons • Custom admin menus • Custom content lists 91Wednesday, June 26, 2013
  92. 92. Rosetta stones for users • Give users some help as they learn Wordpress Drupal (use WP query in template) Views module Plugin Module Post types Content types Posts Nodes Sidebars Regions Widgets Blocks WordPress SEO Meta tags module 92Wednesday, June 26, 2013
  93. 93. Rosetta stones for users • Easy to get terms confused Joomla Drupal Component Module Introtext Teaser Maintext Body Mambot/Plugin Text filter Menu-horizontal Main menu Module Block SEF Clean URLs / Pathauto Static Content Page 93Wednesday, June 26, 2013
  94. 94. Mollom for moderation 94Wednesday, June 26, 2013
  95. 95. Moderating content Flag module 95Wednesday, June 26, 2013
  96. 96. Build in training • Demo functionality to stakeholders • Record demos at key milestone meetings. • Get content editors involved at the earliest stages so they learn incrementally. • Testing and learning at the same time. 96Wednesday, June 26, 2013
  97. 97. Documentation • Create a central repository for project documentation, gather as you go along. • Improve inline documentation. • Content entry screen “help text”. 97Wednesday, June 26, 2013
  98. 98. Customize content admin training acquia.com/training/contact 98Wednesday, June 26, 2013
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