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Drupal Essentials: How to Configure Accounts in Drupal
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Drupal Essentials: How to Configure Accounts in Drupal

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  • 1. Drupal essentials:Account Configurationacquia.com1Wednesday, May 22, 2013
  • 2. Heather JamesManager of Training at AcquiaHELLO!@learningdrupal@hjames2Wednesday, May 22, 2013
  • 3. Acquia Traininghttp://training.acquia.com3Wednesday, May 22, 2013
  • 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. 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. 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. ACCOUNTREGISTRATION7Wednesday, May 22, 2013
  • 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. Account registration• Great examples on UI-patterns.comhttp://ui-patterns.com/patterns/AccountRegistration9Wednesday, May 22, 2013
  • 10. Registrationhttp://basecamp.com/signup10Wednesday, May 22, 2013
  • 11. Simplify the process• You might want a very low barrier or entrymakesets.com11Wednesday, May 22, 2013
  • 12. High barrier• Only admins cancreate approval• Fields required onregistration12Wednesday, May 22, 2013
  • 13. Authenticate -FB/OAuthhttps://pinterest.com/join/register/13Wednesday, May 22, 2013
  • 14. “Basic info”• Profile > Settingshttps://pinterest.com/settings/14Wednesday, May 22, 2013
  • 15. Account registrationDefault Drupal15Wednesday, May 22, 2013
  • 16. Registration options• Configuration > People > Account settings16Wednesday, May 22, 2013
  • 17. Registration messages• Awaiting account approval?• Configuration > People > Account settings17Wednesday, May 22, 2013
  • 18. Permissions18Wednesday, May 22, 2013
  • 19. Sensible defaults• Input filtering for WYSWIG for example19Wednesday, May 22, 2013
  • 20. Security sense• PHP filter module enabled?• Careful!20Wednesday, May 22, 2013
  • 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. Watchdog article• De-Drupalizing The Login Form•http://drupalwatchdog.com/2/1/dedrupalize-login-form22Wednesday, May 22, 2013
  • 23. Improve registrationand login withmodulesExtend Drupal23Wednesday, May 22, 2013
  • 24. LoginTobogganhttp://drupal.org/project/logintoboggan24Wednesday, May 22, 2013
  • 25. Login Destinationhttp://drupal.org/project/login_destination25Wednesday, May 22, 2013
  • 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. Legalhttp://drupal.org/project/legal27Wednesday, May 22, 2013
  • 28. Terms of Usehttp://drupal.org/project/terms_of_use28Wednesday, May 22, 2013
  • 29. Bakery• See: http://drupal.org/node/1278426http://drupal.org/project/bakery29Wednesday, May 22, 2013
  • 30. LDAP• See http://drupal.org/node/99708230Wednesday, May 22, 2013
  • 31. Twitter• http://drupal.org/project/twitter31Wednesday, May 22, 2013
  • 32. Facebook• http://drupal.org/project/fb < Drupal forFacebook• http://drupal.org/project/fbconnect32Wednesday, May 22, 2013
  • 33. Janrain• 3rd party service. Lots of robust options.• Open Graph, authentication serviceshttp://drupal.org/project/rpx33Wednesday, May 22, 2013
  • 34. ROLES34Wednesday, May 22, 2013
  • 35. Think about...• What roles?• Role specific content?• Role specific functionality?35Wednesday, May 22, 2013
  • 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. 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. 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. 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. Adding rolesDefault Drupal40Wednesday, May 22, 2013
  • 41. Add a role• People > Permissions > Roles sub-tab41Wednesday, May 22, 2013
  • 42. How many roles?• Roles does not equal “job titles”• 44 is too many• Group by similar access level42Wednesday, May 22, 2013
  • 43. Keep them in order43Wednesday, May 22, 2013
  • 44. Easier in permissions• Easier to read in order --- >44Wednesday, May 22, 2013
  • 45. Assign roles to users• People > Select users and assign45Wednesday, May 22, 2013
  • 46. Manage users46Wednesday, May 22, 2013
  • 47. Search for users• Core search module enabled• example.com/search• Search by username or email47Wednesday, May 22, 2013
  • 48. Modules to improveroles and usermanagementExtend Drupal48Wednesday, May 22, 2013
  • 49. Masquerade• Switch between test users of specific roles49Wednesday, May 22, 2013
  • 50. Auto assign rolehttp://drupal.org/project/autoassignrole50Wednesday, May 22, 2013
  • 51. Content Accesshttp://drupal.org/project/content_access51Wednesday, May 22, 2013
  • 52. Workbench Accesshttp://drupal.org/project/workbench_access52Wednesday, May 22, 2013
  • 53. Administration Viewshttp://drupal.org/project/admin_views53Wednesday, May 22, 2013
  • 54. Admin views54Wednesday, May 22, 2013
  • 55. Compare to default55Wednesday, May 22, 2013
  • 56. You can easily customize!56Wednesday, May 22, 2013
  • 57. PROFILES57Wednesday, May 22, 2013
  • 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. “Basic info”?• Profile > Settingshttps://pinterest.com/settings/59Wednesday, May 22, 2013
  • 60. Facebook• Subtle prompts to get you to give them moredata. Profile info appears on user’s homepage.60Wednesday, May 22, 2013
  • 61. Profile completeness• Example: LinkedIn - completeness v strengthhttp://ui-patterns.com/patterns/CompletenessMeter61Wednesday, May 22, 2013
  • 62. Configuring profilefieldsDefault Drupal62Wednesday, May 22, 2013
  • 63. Core profile fields• Configuration > People > Account settings >Manage fields.63Wednesday, May 22, 2013
  • 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. Registration form option65Wednesday, May 22, 2013
  • 66. In registration form• Before & after66Wednesday, May 22, 2013
  • 67. User imagesDefault Drupal67Wednesday, May 22, 2013
  • 68. User images• Set a default picture - image size• Theme configuration• Comment configuration68Wednesday, May 22, 2013
  • 69. User picture• Configuration > People69Wednesday, May 22, 2013
  • 70. Image styles• Configuration > Media > Image styles70Wednesday, May 22, 2013
  • 71. Theme• Appearance > Theme settings71Wednesday, May 22, 2013
  • 72. Changing user profilefield options anddisplayExtending Drupal72Wednesday, May 22, 2013
  • 73. Real names!• Set real name pattern for displayhttp://drupal.org/project/realname73Wednesday, May 22, 2013
  • 74. Field permissions• Can only and see specific fields by rolehttp://drupal.org/project/field_permissions74Wednesday, May 22, 2013
  • 75. Display Suitehttp://drupal.org/project/ds75Wednesday, May 22, 2013
  • 76. Display SuiteBefore:After:76Wednesday, May 22, 2013
  • 77. Profile alerthttp://drupal.org/project/profile_alert77Wednesday, May 22, 2013
  • 78. Profile Complete Percenthttp://drupal.org/project/pcp78Wednesday, May 22, 2013
  • 79. Profile2http://drupal.org/project/profile279Wednesday, May 22, 2013
  • 80. Profiles for some roles80Wednesday, May 22, 2013
  • 81. PERMISSIONS81Wednesday, May 22, 2013
  • 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. Permissions83Wednesday, May 22, 2013
  • 84. Permission selecthttp://drupal.org/project/permission_select84Wednesday, May 22, 2013
  • 85. Permissions inherited• Left to right85Wednesday, May 22, 2013
  • 86. Permission checks• See profiles?• Content editors : Use overlay? Use theadmin theme? See task bar?• See admin pages?86Wednesday, May 22, 2013
  • 87. GOING FURTHER?87Wednesday, May 22, 2013
  • 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. Search!• http://drupal.org/project/modules89Wednesday, May 22, 2013
  • 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. Reading a project pagedrupal.org/project/bean1352491Wednesday, May 22, 2013
  • 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. 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. TRAINING!94Wednesday, May 22, 2013
  • 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. 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. • Popular packages are typical examples of the tailoredpackages we have delivered.Tailored courses availablehttp://training.acquia.com/eventsTRAINING@ACQUIA.COM97Wednesday, May 22, 2013