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Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Introduction to Drupal
Part 1 of 3
Installation, Basic Configuration, Content Types, User Roles
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
What is Drupal?
•  A content management system
•  A web application framework
•  A community
•  Free
•  Open source
•  Entirely customizable
•  Extremely powerful
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Minimum Requirements
Drupal 7
•  A web server
•  Apache, Nginx, Microsoft IIS
•  A database
•  MySQL 5.0.15+, PostgreSQL 8.3+, SQLite 3.3.7+
•  PHP 5.2.5+ (5.3 recommended)
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Installation Options
•  Webhost
•  Acquia Dev Desktop
•  Drupalpro + Virtualbox
•  MAMP
•  Bitnami
•  Zend Desktop
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Installation Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Common Installation Gotcha s
•  Files not writeable: check sites/default/files permissions
•  settings.php does not exist: duplicate default.settings.php and rename
settings.php – make sure that it is writeable for installation
•  White screen: usually means not enough memory
•  Cannot access any interior page: missing .htaccess file
•  Database access: read your host s database instructions
These are the common issues/solutions, but they are not the only factors.
Drupal.org is a fantastic resource for further troubleshooting.
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Proper Permissions
•  sites/default/files:
755
command line:
chmod -R 755 files
•  settings.php:
444
command line:
chmod 444 settings.php
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Basic Configuration
Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Content Types
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Basic Content Types
Basic Page	

	

•  Title	

•  Body text	

•  Belongs in menu	

	

Article (Right)	

	

•  Title	

•  Submitted by info (1)	

•  Image (2)	

•  Body text	

•  Tags (3)	

•  Comments (4)	

•  Does not belong in menu
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
New Content Type: Event
Requirements
•  Title
•  Body text
•  Image
•  Tags
•  No submitted by info
•  No menu
•  Event contact (new field)
•  Event date (module)
•  Event location (module)
•  Registration link (module)
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Content Types
Basic Fields & Choices
Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
New Content Type: Event
Requirements
•  Title
•  Body text
•  Image
•  Tags
•  No submitted by info
•  No menu
•  Event contact (new field)
•  Event date (module)
•  Event location (module)
•  Registration link (module)
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
New Content Type: Event
Requirements
•  Title
•  Body text
•  Image
•  Tags
•  No submitted by info
•  No menu
•  Event contact (new field)
•  Event date (module)
•  Registration link (module)
•  Event location (module)
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Extending Functionality
with Modules
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Selecting a Module
1. Module description	

	

•  Is its purpose clear?	

•  Is it well documented?	

2. Age of the module	

	

•  How long has it been around?	

•  If for a long time, has it been
kept up to date?	

3. Issue queue	

	

•  Is it active?	

4. Maintainers
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Selecting a Module Cont.
5. Related modules	

	

•  Are a lot of projects working
with this tool?	

•  Are there lots recipes to
work with?	

6. Project information	

	

•  Is the module being actively
maintained, today?	

•  Is it widely used?	

•  When was it last updated?	

7. Downloads	

	

•  A – recommended downloads	

•  B – date of release	

•  Are there green versions
available?
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Installing Modules
Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
New Content Type: Event
Requirements
•  Title
•  Body text
•  Image
•  Tags
•  No submitted by info
•  No menu
•  Event contact
•  Event date: Date module
drupal.org/date
•  Registration link: Link module
drupal.org/link
•  Event location: Multiple
drupal.org/
addressfield_staticmap +
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Finish up
Event Content Type
Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Event Content Type
•  Custom fields requiring additional
modules
•  A date field that will allow for database
queries based on date (for a calendar,
e.g.)
•  Custom display settings for the node
view and the teaser view appropriate for
event content
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Recap: Drupal Glossary
•  Node: a piece of content which belongs to a content type. A
node page is the specific single page for that content, but
nodes can be viewed outside of their page.
•  Teaser (aka Summary): an introductory paragraph about a
piece of content.
•  Terms (aka Tags): organizational keywords that can be used to
create categories or metadata.
•  Module: a package of code (typically written in PHP and CSS)
that extends Drupal functionality.
https://drupal.org/glossary
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Users & User Roles
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Users
•  Individuals with accounts on the site
•  Accounts are tied to the individuals’
email addresses so that they can reset
passwords on their own as needed
•  Activity on the site is tracked so that you
can tell who created/edited a node or
did other tasks on the site
•  Users can be given roles that have
specific sets of permissions
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
User Roles
•  Your site can have unlimited roles
•  Roles can be given very specific sets of
permissions (e.g. “Post to facebook”)
•  Users can have many roles, and will have
the permissions from each role
•  Permissions can be further refined with
the help of workflow modules including
Workbench, Workbench Access and
Workflow
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Users & User Roles
Demo
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Recap: Drupal Glossary
•  User: an individual with login credentials for the site.
•  Role: a set of permissions that can be applied to individual
users. Users can belong to multiple roles.
•  Permission: a tool for controlling access to content creation,
modification and site administration.
•  User1 (aka Site Maintenance Account): this is the first user on
the site, and can do anything. It is not advisable to work on
your site as User1. Always create an administrative account for
yourself, and protect the User1 credentials.
https://drupal.org/glossary
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Recap: Drupal Glossary
•  Administrator: a default Drupal role that has high-level
permissions on the site. This should only be given to trusted
individuals who know what the tools do.
•  Authenticated user: a site visitor who has logged into the site
using their credentials.
•  Anonymous user: a site visitor who has not logged in (and
may not have credentials). The general public will typically be
anonymous users.
https://drupal.org/glossary
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
Questions?
Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013
http://chillco.com/
tla-drupal-questions

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TLA Webinar: Introduction to Drupal -- part 1 of 3

  • 1. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Introduction to Drupal Part 1 of 3 Installation, Basic Configuration, Content Types, User Roles
  • 2. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 What is Drupal? •  A content management system •  A web application framework •  A community •  Free •  Open source •  Entirely customizable •  Extremely powerful
  • 3. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Minimum Requirements Drupal 7 •  A web server •  Apache, Nginx, Microsoft IIS •  A database •  MySQL 5.0.15+, PostgreSQL 8.3+, SQLite 3.3.7+ •  PHP 5.2.5+ (5.3 recommended)
  • 4. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Installation Options •  Webhost •  Acquia Dev Desktop •  Drupalpro + Virtualbox •  MAMP •  Bitnami •  Zend Desktop
  • 5. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Installation Demo
  • 6. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Common Installation Gotcha s •  Files not writeable: check sites/default/files permissions •  settings.php does not exist: duplicate default.settings.php and rename settings.php – make sure that it is writeable for installation •  White screen: usually means not enough memory •  Cannot access any interior page: missing .htaccess file •  Database access: read your host s database instructions These are the common issues/solutions, but they are not the only factors. Drupal.org is a fantastic resource for further troubleshooting.
  • 7. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Proper Permissions •  sites/default/files: 755 command line: chmod -R 755 files •  settings.php: 444 command line: chmod 444 settings.php
  • 8. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Basic Configuration Demo
  • 9. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Content Types
  • 10. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Basic Content Types Basic Page •  Title •  Body text •  Belongs in menu Article (Right) •  Title •  Submitted by info (1) •  Image (2) •  Body text •  Tags (3) •  Comments (4) •  Does not belong in menu
  • 11. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 New Content Type: Event Requirements •  Title •  Body text •  Image •  Tags •  No submitted by info •  No menu •  Event contact (new field) •  Event date (module) •  Event location (module) •  Registration link (module)
  • 12. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Content Types Basic Fields & Choices Demo
  • 13. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 New Content Type: Event Requirements •  Title •  Body text •  Image •  Tags •  No submitted by info •  No menu •  Event contact (new field) •  Event date (module) •  Event location (module) •  Registration link (module)
  • 14. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 New Content Type: Event Requirements •  Title •  Body text •  Image •  Tags •  No submitted by info •  No menu •  Event contact (new field) •  Event date (module) •  Registration link (module) •  Event location (module)
  • 15. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Extending Functionality with Modules
  • 16. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Selecting a Module 1. Module description •  Is its purpose clear? •  Is it well documented? 2. Age of the module •  How long has it been around? •  If for a long time, has it been kept up to date? 3. Issue queue •  Is it active? 4. Maintainers
  • 17. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Selecting a Module Cont. 5. Related modules •  Are a lot of projects working with this tool? •  Are there lots recipes to work with? 6. Project information •  Is the module being actively maintained, today? •  Is it widely used? •  When was it last updated? 7. Downloads •  A – recommended downloads •  B – date of release •  Are there green versions available?
  • 18. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Installing Modules Demo
  • 19. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 New Content Type: Event Requirements •  Title •  Body text •  Image •  Tags •  No submitted by info •  No menu •  Event contact •  Event date: Date module drupal.org/date •  Registration link: Link module drupal.org/link •  Event location: Multiple drupal.org/ addressfield_staticmap +
  • 20. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Finish up Event Content Type Demo
  • 21. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Event Content Type •  Custom fields requiring additional modules •  A date field that will allow for database queries based on date (for a calendar, e.g.) •  Custom display settings for the node view and the teaser view appropriate for event content
  • 22. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Recap: Drupal Glossary •  Node: a piece of content which belongs to a content type. A node page is the specific single page for that content, but nodes can be viewed outside of their page. •  Teaser (aka Summary): an introductory paragraph about a piece of content. •  Terms (aka Tags): organizational keywords that can be used to create categories or metadata. •  Module: a package of code (typically written in PHP and CSS) that extends Drupal functionality. https://drupal.org/glossary
  • 23. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Users & User Roles
  • 24. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Users •  Individuals with accounts on the site •  Accounts are tied to the individuals’ email addresses so that they can reset passwords on their own as needed •  Activity on the site is tracked so that you can tell who created/edited a node or did other tasks on the site •  Users can be given roles that have specific sets of permissions
  • 25. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 User Roles •  Your site can have unlimited roles •  Roles can be given very specific sets of permissions (e.g. “Post to facebook”) •  Users can have many roles, and will have the permissions from each role •  Permissions can be further refined with the help of workflow modules including Workbench, Workbench Access and Workflow
  • 26. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Users & User Roles Demo
  • 27. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Recap: Drupal Glossary •  User: an individual with login credentials for the site. •  Role: a set of permissions that can be applied to individual users. Users can belong to multiple roles. •  Permission: a tool for controlling access to content creation, modification and site administration. •  User1 (aka Site Maintenance Account): this is the first user on the site, and can do anything. It is not advisable to work on your site as User1. Always create an administrative account for yourself, and protect the User1 credentials. https://drupal.org/glossary
  • 28. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Recap: Drupal Glossary •  Administrator: a default Drupal role that has high-level permissions on the site. This should only be given to trusted individuals who know what the tools do. •  Authenticated user: a site visitor who has logged into the site using their credentials. •  Anonymous user: a site visitor who has not logged in (and may not have credentials). The general public will typically be anonymous users. https://drupal.org/glossary
  • 29. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Questions?
  • 30. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 http://chillco.com/ tla-drupal-questions