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Managing Content        in Drupal with        Workbench        Ken Rickard        Palantir.net        @agentrickardSaturda...
About Palantir.net      • Founded in 1996; working with Drupal since        2006      • Web strategy, design, and developm...
Why Workbench?      • Drupal lacked an out-of-the-box unified        interface for workflow, moderation, and        access c...
Client Expectations      • Often unstated assumptions!      • Drupal learning curve      • Where is “my content”?      • C...
Public vs. Administrative                          http://drupal.orgSaturday, July 28, 2012
Stock site administration                          Click to edit Master text styles                                       ...
Drupal 7 administrationSaturday, July 28, 2012
Stock Drupal 7 content pageSaturday, July 28, 2012
Let me get to workSaturday, July 28, 2012
The main Workbench moduleSaturday, July 28, 2012
Workbench Modules      • Workbench      • Workbench Moderation      • Workbench Access      • Workbench Files and Media (n...
Just Use…      •   Organic Groups      •   Scheduler      •   Revisioning      •   Content Access      •   Workflow      • ...
Features vs. functionalitySaturday, July 28, 2012
The main Workbench moduleSaturday, July 28, 2012
Alternative create content pageSaturday, July 28, 2012
Workbench Moderation     Changed toSaturday, July 28, 2012
“Forward Revisions”Saturday, July 28, 2012
Additional default ViewsSaturday, July 28, 2012
Configurable permissionsSaturday, July 28, 2012
Workbench Access     Sections content for administratorsSaturday, July 28, 2012
Saturday, July 28, 2012
Workbench Access hierarchy      • The University                  • College of Arts and Sciences                          ...
The Millennium Falcon Blog                          http://www.starwarsart.org/2011/06/han-and-chewie-watercolor-for-han- ...
The Millennium Falcon culture      •   Decisions made quickly      •   Deep trust between Han and Chewbacca      •   They ...
http://www.starwarsart.org/2011/10/cool-han-solo-by-target.htmlSaturday, July 28, 2012
No need for Workbench Access      • There are no internal divisions                          http://www.starwarsart.org/20...
Same Drupal rolesSaturday, July 28, 2012
Standard Workbench ModerationSaturday, July 28, 2012
The Rebel Alliance Blog                          http://www.starwarsart.org/2012/04/cool-x-wing-crew-star-wars-art.htmlSat...
Rebel culture culture      •   Relatively flat organization      •   High profile, in demand leaders      •   Lots of turn o...
Stock “My Workbench”                          http://www.starwarsart.org/2012/02/jabba-presents-nice-r2-spray-            ...
Front-end taxonomySaturday, July 28, 2012
Big-name bloggers     “Traps and how to avoid them”                          http://www.starwarsart.org/2012/03/admiral-ac...
Rebel Gatekeepers                          http://www.starwarsart.org/2012/01/fun-endor-postcard-love-c3p0s-man-          ...
Workbench Moderation states                                      Needs                  Dra.                              ...
The Empire Blog                          http://www.starwarsart.org/2011/04/awesome-tie-pilot-from-behind.htmlSaturday, Ju...
Imperial culture      • Highly structured      • Strict hierarchy      • Monolithic to outsiders                          ...
Workbench Access sections     Maps directly to Empire hierarchySaturday, July 28, 2012
Workbench Moderation states     Maps directly to user rolesSaturday, July 28, 2012
Notifications through RulesSaturday, July 28, 2012
The main Workbench moduleSaturday, July 28, 2012
Override with PanelsSaturday, July 28, 2012
The Emperor wants to know allSaturday, July 28, 2012
Moff ‘My Workbench’                          http://www.starwarsart.org/2011/09/awesome-emperor.htmlSaturday, July 28, 2012
Upcoming Workbench     Moderation features      •   Nonlinear approvals      •   Fields on the state change itself      • ...
Nonlinear ApprovalsSaturday, July 28, 2012
Fields on the State ChangeSaturday, July 28, 2012
Vary Workflows on arbitrary     conditionsSaturday, July 28, 2012
Exportability/Features moduleSaturday, July 28, 2012
“The more you tighten your grip, the more     nodes will slip through your fingers”                          http://www.sta...
Thanks!      • Ken Rickard      • rickard@palantir.net      • @agentrickard      • Steve Persch      • Visit us at www.pal...
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Workbench: Managing Content Management

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Our clients often come to Drupal with expectations about the features of a content management system (CMS). In many cases, Drupal handles the features they expect. However, not all editorial tools are a part of Drupal Core, and Drupal has addressed these tools with various contributed modules. As a result, Drupal’s editorial space generally lacks a consistent workflow and interface.

Ideally suited to the needs of universities. Workbench incorporates contributed modules and has some new features of its own:

Hierarchical permission inheritance by “Sections” not just content types
Extensible workflow states
Single repository for media management
Modify live content without publishing changes immediately
Workbench provides a unified interface for managing content. In effect, Workbench hides Drupal from you and makes content management about your institution and your website, not about Drupal.

Speaker(s): Ken Rickard

Experience Level: Beginner

Published in: Technology
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Transcript of "Workbench: Managing Content Management"

  1. 1. Managing Content in Drupal with Workbench Ken Rickard Palantir.net @agentrickardSaturday, July 28, 2012
  2. 2. About Palantir.net • Founded in 1996; working with Drupal since 2006 • Web strategy, design, and development firm • Team of senior-level Drupal and Web experts • Leading contributors to Drupal core, contributed modules, and community • Enterprise Select Acquia PartnerSaturday, July 28, 2012
  3. 3. Why Workbench? • Drupal lacked an out-of-the-box unified interface for workflow, moderation, and access control. • Many organizations have multiple content managers with different levels of responsibility and technical expertise • Workbench enables content managers to focus on their content, not on learning how to use DrupalSaturday, July 28, 2012
  4. 4. Client Expectations • Often unstated assumptions! • Drupal learning curve • Where is “my content”? • Content can be reviewed before publication • Changes to live content can be reviewed • “Our old CMS did it”Saturday, July 28, 2012
  5. 5. Public vs. Administrative http://drupal.orgSaturday, July 28, 2012
  6. 6. Stock site administration Click to edit Master text styles 6Saturday, July 28, 2012
  7. 7. Drupal 7 administrationSaturday, July 28, 2012
  8. 8. Stock Drupal 7 content pageSaturday, July 28, 2012
  9. 9. Let me get to workSaturday, July 28, 2012
  10. 10. The main Workbench moduleSaturday, July 28, 2012
  11. 11. Workbench Modules • Workbench • Workbench Moderation • Workbench Access • Workbench Files and Media (not covered today)Saturday, July 28, 2012
  12. 12. Just Use… • Organic Groups • Scheduler • Revisioning • Content Access • Workflow • Module XSaturday, July 28, 2012
  13. 13. Features vs. functionalitySaturday, July 28, 2012
  14. 14. The main Workbench moduleSaturday, July 28, 2012
  15. 15. Alternative create content pageSaturday, July 28, 2012
  16. 16. Workbench Moderation Changed toSaturday, July 28, 2012
  17. 17. “Forward Revisions”Saturday, July 28, 2012
  18. 18. Additional default ViewsSaturday, July 28, 2012
  19. 19. Configurable permissionsSaturday, July 28, 2012
  20. 20. Workbench Access Sections content for administratorsSaturday, July 28, 2012
  21. 21. Saturday, July 28, 2012
  22. 22. Workbench Access hierarchy • The University • College of Arts and Sciences • English Department • Biology Department • Student genome blog • Psychology Department • School of Medicine • Dentistry • Nursing • General MedicineSaturday, July 28, 2012
  23. 23. The Millennium Falcon Blog http://www.starwarsart.org/2011/06/han-and-chewie-watercolor-for-han- and.htmlSaturday, July 28, 2012
  24. 24. The Millennium Falcon culture • Decisions made quickly • Deep trust between Han and Chewbacca • They have some specialized tasks • Roles aren’t enforced with overt structure http://www.starwarsart.org/2011/06/han-and-chewie-calvin-and-hobbes- for.htmlSaturday, July 28, 2012
  25. 25. http://www.starwarsart.org/2011/10/cool-han-solo-by-target.htmlSaturday, July 28, 2012
  26. 26. No need for Workbench Access • There are no internal divisions http://www.starwarsart.org/2011/06/han-and-chewie-art-weekends.htmlSaturday, July 28, 2012
  27. 27. Same Drupal rolesSaturday, July 28, 2012
  28. 28. Standard Workbench ModerationSaturday, July 28, 2012
  29. 29. The Rebel Alliance Blog http://www.starwarsart.org/2012/04/cool-x-wing-crew-star-wars-art.htmlSaturday, July 28, 2012
  30. 30. Rebel culture culture • Relatively flat organization • High profile, in demand leaders • Lots of turn over • Trusting yet suspicious • Specialization http://www.starwarsart.org/2012/03/fun-princess-leia-ad-art-on-star- wars.htmlSaturday, July 28, 2012
  31. 31. Stock “My Workbench” http://www.starwarsart.org/2012/02/jabba-presents-nice-r2-spray- paint.htmlSaturday, July 28, 2012
  32. 32. Front-end taxonomySaturday, July 28, 2012
  33. 33. Big-name bloggers “Traps and how to avoid them” http://www.starwarsart.org/2012/03/admiral-ackbar-portrait.htmlSaturday, July 28, 2012
  34. 34. Rebel Gatekeepers http://www.starwarsart.org/2012/01/fun-endor-postcard-love-c3p0s-man- purse.htmlSaturday, July 28, 2012
  35. 35. Workbench Moderation states Needs Dra. Published Review http://www.starwarsart.org/2012/04/awesome-realistic-obi-wan-kenobi-star.html http://www.starwarsart.org/2012/03/c3po-art-continuous-line-drawing-on.htmlSaturday, July 28, 2012
  36. 36. The Empire Blog http://www.starwarsart.org/2011/04/awesome-tie-pilot-from-behind.htmlSaturday, July 28, 2012
  37. 37. Imperial culture • Highly structured • Strict hierarchy • Monolithic to outsiders http://www.starwarsart.org/2012/01/awesome-retro-star-wars-art- empire.htmlSaturday, July 28, 2012
  38. 38. Workbench Access sections Maps directly to Empire hierarchySaturday, July 28, 2012
  39. 39. Workbench Moderation states Maps directly to user rolesSaturday, July 28, 2012
  40. 40. Notifications through RulesSaturday, July 28, 2012
  41. 41. The main Workbench moduleSaturday, July 28, 2012
  42. 42. Override with PanelsSaturday, July 28, 2012
  43. 43. The Emperor wants to know allSaturday, July 28, 2012
  44. 44. Moff ‘My Workbench’ http://www.starwarsart.org/2011/09/awesome-emperor.htmlSaturday, July 28, 2012
  45. 45. Upcoming Workbench Moderation features • Nonlinear approvals • Fields on the state change itself • Varying workflows on arbitrary conditions • Ctools-powered exportabilitySaturday, July 28, 2012
  46. 46. Nonlinear ApprovalsSaturday, July 28, 2012
  47. 47. Fields on the State ChangeSaturday, July 28, 2012
  48. 48. Vary Workflows on arbitrary conditionsSaturday, July 28, 2012
  49. 49. Exportability/Features moduleSaturday, July 28, 2012
  50. 50. “The more you tighten your grip, the more nodes will slip through your fingers” http://www.starwarsart.org/2011/03/cool-empire-sb-star-wars-art.htmlSaturday, July 28, 2012
  51. 51. Thanks! • Ken Rickard • rickard@palantir.net • @agentrickard • Steve Persch • Visit us at www.palantir.net • Follow us on Twitter: @palantirSaturday, July 28, 2012
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