Drupal essentials:Account Configurationacquia.com1Wednesday, May 22, 2013
Heather JamesManager of Training at AcquiaHELLO!@learningdrupal@hjames2Wednesday, May 22, 2013
Acquia Traininghttp://training.acquia.com3Wednesday, May 22, 2013
In todayʼs webinar!• Drupal essentials!- May 22nd: How to Configure Accounts in Drupal• Drupal for Project Managers mini-co...
What weʼre doing today• First: What does Drupal do by default?• Then: How you customize it!• Account and registration• Log...
What you need to know already• What Drupal is• Thatʼs about it!• This is important for experienced users as well!• VERY ov...
ACCOUNTREGISTRATION7Wednesday, May 22, 2013
The welcome mat• Who can make accounts?• Authentication? Welcome email?• How do they know they are logged in?• How do they...
Account registration• Great examples on UI-patterns.comhttp://ui-patterns.com/patterns/AccountRegistration9Wednesday, May ...
Registrationhttp://basecamp.com/signup10Wednesday, May 22, 2013
Simplify the process• You might want a very low barrier or entrymakesets.com11Wednesday, May 22, 2013
High barrier• Only admins cancreate approval• Fields required onregistration12Wednesday, May 22, 2013
Authenticate -FB/OAuthhttps://pinterest.com/join/register/13Wednesday, May 22, 2013
“Basic info”• Profile > Settingshttps://pinterest.com/settings/14Wednesday, May 22, 2013
Account registrationDefault Drupal15Wednesday, May 22, 2013
Registration options• Configuration > People > Account settings16Wednesday, May 22, 2013
Registration messages• Awaiting account approval?• Configuration > People > Account settings17Wednesday, May 22, 2013
Permissions18Wednesday, May 22, 2013
Sensible defaults• Input filtering for WYSWIG for example19Wednesday, May 22, 2013
Security sense• PHP filter module enabled?• Careful!20Wednesday, May 22, 2013
“Drupally”• Check most Drupal sites at /user path.• Did they customize this experience?https://www.acquia.com/blog/does-my...
Watchdog article• De-Drupalizing The Login Form•http://drupalwatchdog.com/2/1/dedrupalize-login-form22Wednesday, May 22, 2...
Improve registrationand login withmodulesExtend Drupal23Wednesday, May 22, 2013
LoginTobogganhttp://drupal.org/project/logintoboggan24Wednesday, May 22, 2013
Login Destinationhttp://drupal.org/project/login_destination25Wednesday, May 22, 2013
Password policy• Can check for:• Complexity constraint• Digit constraint• Letter constraint• Letter/Digit constraint (Alph...
Legalhttp://drupal.org/project/legal27Wednesday, May 22, 2013
Terms of Usehttp://drupal.org/project/terms_of_use28Wednesday, May 22, 2013
Bakery• See: http://drupal.org/node/1278426http://drupal.org/project/bakery29Wednesday, May 22, 2013
LDAP• See http://drupal.org/node/99708230Wednesday, May 22, 2013
Twitter• http://drupal.org/project/twitter31Wednesday, May 22, 2013
Facebook• http://drupal.org/project/fb < Drupal forFacebook• http://drupal.org/project/fbconnect32Wednesday, May 22, 2013
Janrain• 3rd party service. Lots of robust options.• Open Graph, authentication serviceshttp://drupal.org/project/rpx33Wed...
ROLES34Wednesday, May 22, 2013
Think about...• What roles?• Role specific content?• Role specific functionality?35Wednesday, May 22, 2013
What you start withanonymoususer/0super useruser/1Don’t think of this as a user accountDon’t think of this as a rolePermis...
Clarifying what are roles• All added roles are “authenticated users”super useruser/1editoranonymoususer/0authenticated use...
Out of the box• Anonymous user – anyone who is notlogged in• Authenticated user – anyone who is loggedin with a user accou...
Reminder: Superuser!user/1• This is the “root” account.• Permission assignment does not apply.• Only used when developing....
Adding rolesDefault Drupal40Wednesday, May 22, 2013
Add a role• People > Permissions > Roles sub-tab41Wednesday, May 22, 2013
How many roles?• Roles does not equal “job titles”• 44 is too many• Group by similar access level42Wednesday, May 22, 2013
Keep them in order43Wednesday, May 22, 2013
Easier in permissions• Easier to read in order --- >44Wednesday, May 22, 2013
Assign roles to users• People > Select users and assign45Wednesday, May 22, 2013
Manage users46Wednesday, May 22, 2013
Search for users• Core search module enabled• example.com/search• Search by username or email47Wednesday, May 22, 2013
Modules to improveroles and usermanagementExtend Drupal48Wednesday, May 22, 2013
Masquerade• Switch between test users of specific roles49Wednesday, May 22, 2013
Auto assign rolehttp://drupal.org/project/autoassignrole50Wednesday, May 22, 2013
Content Accesshttp://drupal.org/project/content_access51Wednesday, May 22, 2013
Workbench Accesshttp://drupal.org/project/workbench_access52Wednesday, May 22, 2013
Administration Viewshttp://drupal.org/project/admin_views53Wednesday, May 22, 2013
Admin views54Wednesday, May 22, 2013
Compare to default55Wednesday, May 22, 2013
You can easily customize!56Wednesday, May 22, 2013
PROFILES57Wednesday, May 22, 2013
Profiles• Are profiles the same as user accounts?• Who can add profiles?• Who can see specific fields in profiles?• Who can see...
“Basic info”?• Profile > Settingshttps://pinterest.com/settings/59Wednesday, May 22, 2013
Facebook• Subtle prompts to get you to give them moredata. Profile info appears on user’s homepage.60Wednesday, May 22, 2013
Profile completeness• Example: LinkedIn - completeness v strengthhttp://ui-patterns.com/patterns/CompletenessMeter61Wednes...
Configuring profilefieldsDefault Drupal62Wednesday, May 22, 2013
Core profile fields• Configuration > People > Account settings >Manage fields.63Wednesday, May 22, 2013
Users != content• Both are entities• Content types : Nodes• User : Users• Content types have revisions, authorinformation,...
Registration form option65Wednesday, May 22, 2013
In registration form• Before & after66Wednesday, May 22, 2013
User imagesDefault Drupal67Wednesday, May 22, 2013
User images• Set a default picture - image size• Theme configuration• Comment configuration68Wednesday, May 22, 2013
User picture• Configuration > People69Wednesday, May 22, 2013
Image styles• Configuration > Media > Image styles70Wednesday, May 22, 2013
Theme• Appearance > Theme settings71Wednesday, May 22, 2013
Changing user profilefield options anddisplayExtending Drupal72Wednesday, May 22, 2013
Real names!• Set real name pattern for displayhttp://drupal.org/project/realname73Wednesday, May 22, 2013
Field permissions• Can only and see specific fields by rolehttp://drupal.org/project/field_permissions74Wednesday, May 22, 2013
Display Suitehttp://drupal.org/project/ds75Wednesday, May 22, 2013
Display SuiteBefore:After:76Wednesday, May 22, 2013
Profile alerthttp://drupal.org/project/profile_alert77Wednesday, May 22, 2013
Profile Complete Percenthttp://drupal.org/project/pcp78Wednesday, May 22, 2013
Profile2http://drupal.org/project/profile279Wednesday, May 22, 2013
Profiles for some roles80Wednesday, May 22, 2013
PERMISSIONS81Wednesday, May 22, 2013
Permissions questions• What roles do you need?• What can anonymous users do on your site?• Logged in users?• How do you ma...
Permissions83Wednesday, May 22, 2013
Permission selecthttp://drupal.org/project/permission_select84Wednesday, May 22, 2013
Permissions inherited• Left to right85Wednesday, May 22, 2013
Permission checks• See profiles?• Content editors : Use overlay? Use theadmin theme? See task bar?• See admin pages?86Wedne...
GOING FURTHER?87Wednesday, May 22, 2013
Lots of ways to extend• Purchase a role > Commerce• Access hidden content > Workbench Access,Content Access• Adding specifi...
Search!• http://drupal.org/project/modules89Wednesday, May 22, 2013
Key Health IndicatorsReputationMaintainers othercontributions andinvolvement,IRC, word ofmouth, appearancein case studies ...
Reading a project pagedrupal.org/project/bean1352491Wednesday, May 22, 2013
Next up!• Drupal for Project Managers mini-course- May 29th-June 19th: 4 weeks - Drupal for Project Managers! AdamBoysen, ...
Events! Learn in person• http://acquia.com/events• http://training.acquia.com/events• http://dublin2013.drupaldays.org/• h...
TRAINING!94Wednesday, May 22, 2013
Course materials• Tested in hundreds ofclassrooms.• Continuously updated.• Clear and easy follow, butengaging content.• Bl...
The trainers are partners• Our trainers areexperienced developerswho love teaching.• They provide subjectmatter expertise ...
• Popular packages are typical examples of the tailoredpackages we have delivered.Tailored courses availablehttp://trainin...
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Drupal Essentials: How to Configure Accounts in Drupal

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Drupal Essentials: How to Configure Accounts in Drupal

  1. 1. Drupal essentials:Account Configurationacquia.com1Wednesday, May 22, 2013
  2. 2. Heather JamesManager of Training at AcquiaHELLO!@learningdrupal@hjames2Wednesday, May 22, 2013
  3. 3. Acquia Traininghttp://training.acquia.com3Wednesday, May 22, 2013
  4. 4. In todayʼs webinar!• Drupal essentials!- May 22nd: How to Configure Accounts in Drupal• Drupal for Project Managers mini-course- May 29th-June 19th: 4 weeks - Drupal for Project Managers!Adam Boysen, Jakub Suchy, Amye Scavarda, Jenn Sramek4Wednesday, May 22, 2013
  5. 5. What weʼre doing today• First: What does Drupal do by default?• Then: How you customize it!• Account and registration• Login improvements• Roles and permissions• Profiles• User management improvements5Wednesday, May 22, 2013
  6. 6. What you need to know already• What Drupal is• Thatʼs about it!• This is important for experienced users as well!• VERY overlooked• VERY important for conversion and engagement6Wednesday, May 22, 2013
  7. 7. ACCOUNTREGISTRATION7Wednesday, May 22, 2013
  8. 8. The welcome mat• Who can make accounts?• Authentication? Welcome email?• How do they know they are logged in?• How do they logout?http://www.flickr.com/photos/athomeinscottsdale/5624179647/in/photostream/8Wednesday, May 22, 2013
  9. 9. Account registration• Great examples on UI-patterns.comhttp://ui-patterns.com/patterns/AccountRegistration9Wednesday, May 22, 2013
  10. 10. Registrationhttp://basecamp.com/signup10Wednesday, May 22, 2013
  11. 11. Simplify the process• You might want a very low barrier or entrymakesets.com11Wednesday, May 22, 2013
  12. 12. High barrier• Only admins cancreate approval• Fields required onregistration12Wednesday, May 22, 2013
  13. 13. Authenticate -FB/OAuthhttps://pinterest.com/join/register/13Wednesday, May 22, 2013
  14. 14. “Basic info”• Profile > Settingshttps://pinterest.com/settings/14Wednesday, May 22, 2013
  15. 15. Account registrationDefault Drupal15Wednesday, May 22, 2013
  16. 16. Registration options• Configuration > People > Account settings16Wednesday, May 22, 2013
  17. 17. Registration messages• Awaiting account approval?• Configuration > People > Account settings17Wednesday, May 22, 2013
  18. 18. Permissions18Wednesday, May 22, 2013
  19. 19. Sensible defaults• Input filtering for WYSWIG for example19Wednesday, May 22, 2013
  20. 20. Security sense• PHP filter module enabled?• Careful!20Wednesday, May 22, 2013
  21. 21. “Drupally”• Check most Drupal sites at /user path.• Did they customize this experience?https://www.acquia.com/blog/does-my-site-look-drupally21Wednesday, May 22, 2013
  22. 22. Watchdog article• De-Drupalizing The Login Form•http://drupalwatchdog.com/2/1/dedrupalize-login-form22Wednesday, May 22, 2013
  23. 23. Improve registrationand login withmodulesExtend Drupal23Wednesday, May 22, 2013
  24. 24. LoginTobogganhttp://drupal.org/project/logintoboggan24Wednesday, May 22, 2013
  25. 25. Login Destinationhttp://drupal.org/project/login_destination25Wednesday, May 22, 2013
  26. 26. Password policy• Can check for:• Complexity constraint• Digit constraint• Letter constraint• Letter/Digit constraint (Alphanumeric)• and more!!http://drupal.org/project/password_policy26Wednesday, May 22, 2013
  27. 27. Legalhttp://drupal.org/project/legal27Wednesday, May 22, 2013
  28. 28. Terms of Usehttp://drupal.org/project/terms_of_use28Wednesday, May 22, 2013
  29. 29. Bakery• See: http://drupal.org/node/1278426http://drupal.org/project/bakery29Wednesday, May 22, 2013
  30. 30. LDAP• See http://drupal.org/node/99708230Wednesday, May 22, 2013
  31. 31. Twitter• http://drupal.org/project/twitter31Wednesday, May 22, 2013
  32. 32. Facebook• http://drupal.org/project/fb < Drupal forFacebook• http://drupal.org/project/fbconnect32Wednesday, May 22, 2013
  33. 33. Janrain• 3rd party service. Lots of robust options.• Open Graph, authentication serviceshttp://drupal.org/project/rpx33Wednesday, May 22, 2013
  34. 34. ROLES34Wednesday, May 22, 2013
  35. 35. Think about...• What roles?• Role specific content?• Role specific functionality?35Wednesday, May 22, 2013
  36. 36. What you start withanonymoususer/0super useruser/1Don’t think of this as a user accountDon’t think of this as a rolePermissions won’t apply here36Wednesday, May 22, 2013
  37. 37. Clarifying what are roles• All added roles are “authenticated users”super useruser/1editoranonymoususer/0authenticated userseach with unique IDssite visitor administratorrolesNOT really roles37Wednesday, May 22, 2013
  38. 38. Out of the box• Anonymous user – anyone who is notlogged in• Authenticated user – anyone who is loggedin with a user account• Administrator – a special role withpermissions to alter and configure the site38Wednesday, May 22, 2013
  39. 39. Reminder: Superuser!user/1• This is the “root” account.• Permission assignment does not apply.• Only used when developing.• Best practice: Use the “administrator” rolefor maintenance.39Wednesday, May 22, 2013
  40. 40. Adding rolesDefault Drupal40Wednesday, May 22, 2013
  41. 41. Add a role• People > Permissions > Roles sub-tab41Wednesday, May 22, 2013
  42. 42. How many roles?• Roles does not equal “job titles”• 44 is too many• Group by similar access level42Wednesday, May 22, 2013
  43. 43. Keep them in order43Wednesday, May 22, 2013
  44. 44. Easier in permissions• Easier to read in order --- >44Wednesday, May 22, 2013
  45. 45. Assign roles to users• People > Select users and assign45Wednesday, May 22, 2013
  46. 46. Manage users46Wednesday, May 22, 2013
  47. 47. Search for users• Core search module enabled• example.com/search• Search by username or email47Wednesday, May 22, 2013
  48. 48. Modules to improveroles and usermanagementExtend Drupal48Wednesday, May 22, 2013
  49. 49. Masquerade• Switch between test users of specific roles49Wednesday, May 22, 2013
  50. 50. Auto assign rolehttp://drupal.org/project/autoassignrole50Wednesday, May 22, 2013
  51. 51. Content Accesshttp://drupal.org/project/content_access51Wednesday, May 22, 2013
  52. 52. Workbench Accesshttp://drupal.org/project/workbench_access52Wednesday, May 22, 2013
  53. 53. Administration Viewshttp://drupal.org/project/admin_views53Wednesday, May 22, 2013
  54. 54. Admin views54Wednesday, May 22, 2013
  55. 55. Compare to default55Wednesday, May 22, 2013
  56. 56. You can easily customize!56Wednesday, May 22, 2013
  57. 57. PROFILES57Wednesday, May 22, 2013
  58. 58. Profiles• Are profiles the same as user accounts?• Who can add profiles?• Who can see specific fields in profiles?• Who can see profiles?• What data do you store?• Do user profile images show on content?58Wednesday, May 22, 2013
  59. 59. “Basic info”?• Profile > Settingshttps://pinterest.com/settings/59Wednesday, May 22, 2013
  60. 60. Facebook• Subtle prompts to get you to give them moredata. Profile info appears on user’s homepage.60Wednesday, May 22, 2013
  61. 61. Profile completeness• Example: LinkedIn - completeness v strengthhttp://ui-patterns.com/patterns/CompletenessMeter61Wednesday, May 22, 2013
  62. 62. Configuring profilefieldsDefault Drupal62Wednesday, May 22, 2013
  63. 63. Core profile fields• Configuration > People > Account settings >Manage fields.63Wednesday, May 22, 2013
  64. 64. Users != content• Both are entities• Content types : Nodes• User : Users• Content types have revisions, authorinformation, type-specific permissions.• Users are a different kind of entity. They arenot content.Introduction to Entities: http://drupal.org/node/126174464Wednesday, May 22, 2013
  65. 65. Registration form option65Wednesday, May 22, 2013
  66. 66. In registration form• Before & after66Wednesday, May 22, 2013
  67. 67. User imagesDefault Drupal67Wednesday, May 22, 2013
  68. 68. User images• Set a default picture - image size• Theme configuration• Comment configuration68Wednesday, May 22, 2013
  69. 69. User picture• Configuration > People69Wednesday, May 22, 2013
  70. 70. Image styles• Configuration > Media > Image styles70Wednesday, May 22, 2013
  71. 71. Theme• Appearance > Theme settings71Wednesday, May 22, 2013
  72. 72. Changing user profilefield options anddisplayExtending Drupal72Wednesday, May 22, 2013
  73. 73. Real names!• Set real name pattern for displayhttp://drupal.org/project/realname73Wednesday, May 22, 2013
  74. 74. Field permissions• Can only and see specific fields by rolehttp://drupal.org/project/field_permissions74Wednesday, May 22, 2013
  75. 75. Display Suitehttp://drupal.org/project/ds75Wednesday, May 22, 2013
  76. 76. Display SuiteBefore:After:76Wednesday, May 22, 2013
  77. 77. Profile alerthttp://drupal.org/project/profile_alert77Wednesday, May 22, 2013
  78. 78. Profile Complete Percenthttp://drupal.org/project/pcp78Wednesday, May 22, 2013
  79. 79. Profile2http://drupal.org/project/profile279Wednesday, May 22, 2013
  80. 80. Profiles for some roles80Wednesday, May 22, 2013
  81. 81. PERMISSIONS81Wednesday, May 22, 2013
  82. 82. Permissions questions• What roles do you need?• What can anonymous users do on your site?• Logged in users?• How do you manage permissions?• Basic permissions checks82Wednesday, May 22, 2013
  83. 83. Permissions83Wednesday, May 22, 2013
  84. 84. Permission selecthttp://drupal.org/project/permission_select84Wednesday, May 22, 2013
  85. 85. Permissions inherited• Left to right85Wednesday, May 22, 2013
  86. 86. Permission checks• See profiles?• Content editors : Use overlay? Use theadmin theme? See task bar?• See admin pages?86Wednesday, May 22, 2013
  87. 87. GOING FURTHER?87Wednesday, May 22, 2013
  88. 88. Lots of ways to extend• Purchase a role > Commerce• Access hidden content > Workbench Access,Content Access• Adding specific kinds of fields• Adding friends• User points!• Bring in social content, such as twitter feeds,tweeting...88Wednesday, May 22, 2013
  89. 89. Search!• http://drupal.org/project/modules89Wednesday, May 22, 2013
  90. 90. Key Health IndicatorsReputationMaintainers othercontributions andinvolvement,IRC, word ofmouth, appearancein case studies andblog posts.ReachCommunity aroundmodule?Related modules?Number ofinstallations?Integrate with othermodules?CurrencyRecent commits(last 4 weeks)?Recent release?(green/stable)Issue queueresponsivenessand maintenance?90Wednesday, May 22, 2013
  91. 91. Reading a project pagedrupal.org/project/bean1352491Wednesday, May 22, 2013
  92. 92. Next up!• Drupal for Project Managers mini-course- May 29th-June 19th: 4 weeks - Drupal for Project Managers! AdamBoysen, Jakub Suchy, Amye Scavarda, Jenn Sramek92Wednesday, May 22, 2013
  93. 93. Events! Learn in person• http://acquia.com/events• http://training.acquia.com/events• http://dublin2013.drupaldays.org/• http://www.drupical.com/93Wednesday, May 22, 2013
  94. 94. TRAINING!94Wednesday, May 22, 2013
  95. 95. Course materials• Tested in hundreds ofclassrooms.• Continuously updated.• Clear and easy follow, butengaging content.• Blend of guided andchallenge exercises totest skills.http://training.acquia.com/coursesThe materials /handouts were verycomprehensive -personally I would notchange anything.- O.G. Jan 201295Wednesday, May 22, 2013
  96. 96. The trainers are partners• Our trainers areexperienced developerswho love teaching.• They provide subjectmatter expertise as wellas well as passion for thetopic.• Partners are placed allover the globe.http://training.acquia.com/testimonialsLovely presenter, verypatient and open toquestions. I feel a lotmore confident to usedrupal myself andunderstand thetechnicalunderpinnings.- C.L., Sept 201296Wednesday, May 22, 2013
  97. 97. • Popular packages are typical examples of the tailoredpackages we have delivered.Tailored courses availablehttp://training.acquia.com/eventsTRAINING@ACQUIA.COM97Wednesday, May 22, 2013
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