10 Steps Not To Forget After Installing Drupal

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Out of the box Drupal? Drupal's flexibility comes at a cost. After you've installed your new site you still have a bit of work to do. This session will cover 10 often forgotten steps to really get your fresh installation together. We dive into things people forget to configure and more like:

∘ View settings
∘ Node settings
∘ Editor experience
∘ Site settings
∘ User settings
∘ Error pages
∘ Performance settings
∘ Tightening up Security

After this session you'll be able to tweak out your new install properly.

Session Objectives

∘ Know the post Drupal installation step
∘ Find all the configurations you need to visit before you launch
∘ Understand Drupal's basic building blocks

Special thanks to Daniel Schiavone

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  • 1. 10 Steps Not To Forget After Installing Drupal Cory Gilliam @gilliamcory
  • 2. Who am I? • Cory Gilliam • Drupal Site Designer • Work @ Knoxville Internet • Working with Drupal since (2009) Drupal 6.x • Attend and teach at Drupal Camps: •Nashville, TN •Ashville, NC •Atlanta, GA •Washington DC • @gilliamcory – Twitter Special thanks to Daniel Schiavone
  • 3. 10 Steps Not To Forget After Installing Drupal Out of the box Drupal? Drupal's flexibility comes at a cost. After you have installed your new site you still have a bit of work to do. This session will cover 10 often forgotten steps to really get your fresh installation together. We dive into things people forget to configure and more like: • View settings • Node settings • Editor experience • Site settings • User settings • Error pages • Performance settings • Tightening up Security
  • 4. 10 Steps Not To Forget After Installing Drupal After this session you'll be able to tweak out your new install properly. Session Objectives • Know the post Drupal installation steps • Find all the configurations you need to visit before you launch • Understand Drupal's basic building blocks
  • 5. There are reasons why we forget.
  • 6. Some reasons are not obvious.
  • 7. 1. Make your life easier • Administrative Theme – – – – – – – Seven ( default ) Rubik ( requires Tao ) ( beta 9 ) Cube ( requires Tao ) ( beta 4 ) Stanley ( alpha 3 ) Shiny Ember ( alpha 1 ) Adminimal ( dev ) • Module_filter – https://drupal.org/project/module_filter • Backup and Migrate
  • 8. 1.1 Rubik
  • 9. 1.2 Cube
  • 10. 1.3 Stanley
  • 11. 1.4 Ember
  • 12. 1. Make your life easier • Admin menu vs Toolbar – Install admin_menu, enable Admin Menu, Toolbar style, and Shortcuts – Disable Toolbar (core) • To overlay or not to overlay? – Takes up too much real estate and gets annoying • Php.ini (extra credit) – Sooner or later you will have to adjust memory_limit and upload_max_filesize settings
  • 13. 2. Site Information • Site email – dev vs live • Front page – node/1 • 403 Error – Access denied • 404 Error – Page not found This is your chance to be Creative & User Friendly
  • 14. 2.2 Funny 404
  • 15. 2.3 Funny 404
  • 16. 2.4 Funny 404
  • 17. 2.5 Funny 404
  • 18. 3. User settings • Account settings – Default user photo – Emails – Profile Fields vs Profile2 ( deprecated ) • Login/Logout destination – Rules, LoginToboggan, Login_Destination – Where does the user go after they log in or out • Create Roles • Configure Permissions
  • 19. 4. Content Authoring • Text formats (Served up by role and by the order they are in) – Plain Text ( For anonymous e.g. comments ) – Filter HTML ( For regular users ) – Full HTML ( For power user ) • This could be an entire presentation by it's self
  • 20. 4.1 Content Authoring • CKEditor – Install wysiwyg, ckeditor js library – Drupal 8.x ( core ) ? • Many settings but be sure to visit – – – – Editor appearance ( What buttons ) CSS ( Define styles e.g. left, right, center, ft-left, ft-right ) File browser ( They will want to add images and files ) Advanced ( They will paste from Word ) • Users will try to do stuff, prepare and be happy
  • 21. 5. Nodes • Content Type – Submission Form – Display settings ( Display author and date on by default. D’oh! ) • Add description – Things like this put off never get done • Comments - this could be an entire presentation by it's self – Comments are on by default. D’oh! – Spam controls ( mollum, captcha ) – Plan for maintenance • • Install and Enable Pathauto Set up default aliases – The default is content/[node:title] ( Nice but... ) – Usability and SEO – Make it human friendly, the bots will figure it out.
  • 22. 6. View settings View is coming to core in Drupal 8.x, but until then... • Install and enable Views, Views_ui, Ctools • Use the Pre-configured views when possible • Do you know there are settings? Like... – Show SQL query – Show performance stats – Always show advanced settings • When building your view, add an Content:Edit link – Makes it easier for people with edit permission to edit content – Link will display only for people with permission to edit
  • 23. 6.1 View settings • Add description ( Things like this put off never get done ) • Once you have built your views – Sort ( Default is by creation date... ) – No results settings – Exposed form style ( Install better_exposed_filters ) – Submit, Reset, Auto Submit – Keep in mind, Auto Submit can be confusing for users – Use Ajax – Caching – Theme information
  • 24. 7. Image settings • File System – public / private – It will matter • Image styles – Configure display sizes here and use them in displays everywhere ( nodes, views ) • While you are here, configure Date and Time formats – http://php.net/manual/en/function.date.php – This link will be your friend here
  • 25. 8. Mail • Where are the configurations – SMTP module – Messaging & notifications modules or Subscriptions & Mail Editor – Rules
  • 26. 9. Performance • Performance – Cache for anonymous – Aggregate js and css – Caching on server ( e.g. Varnish ) • Pre-launch Task – Disable devel modules – Views UI – Logging and errors
  • 27. 10. Security • User permission – Revisit roles and permissions after installing modules • • • • File permissions Security Review SSL? + Secure Pages Restricting content – Security by obscurity does not work with Google – This includes files • Solutions – Access control module ( Avoid conflicts by limiting the number of access modules e.g. OG + Access Control + Taxonomy Access ) – Private files
  • 28. 10 Steps Not To Forget After Installing Drupal • What's next – Bear ( installation profile ) – Build your own install profile – https://drupal.org/node/1022020
  • 29. 10 Steps Not To Forget After Installing Drupal Questions? Cory Gilliam @gilliamcory Knoxville Internet Knoxville, TN Coming Soon: Drupal Camp Chattanooga 2013 Nov 9th drupalcampchattanooga.com Coming Soon: Drupal Camp Knoxville 2014 March knoxvilledrupalcamp.com
  • 30. Places to learn more • • • • • • • • • • drupal.org/documentation drupal.org/documentation/instal lullabot.com drupalize.me lynda.com mustardseedmedia.com tutr.tv gotdrupal.com buildamodule.com ostraining.com
  • 31. Remember • Group Photo on the main staircase!