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 …

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

More in: Technology
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  • 1. Managing Content in Drupal with Workbench Ken Rickard Palantir.net @agentrickardSaturday, July 28, 2012
  • 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. 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. 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. Public vs. Administrative http://drupal.orgSaturday, July 28, 2012
  • 6. Stock site administration Click to edit Master text styles 6Saturday, July 28, 2012
  • 7. Drupal 7 administrationSaturday, July 28, 2012
  • 8. Stock Drupal 7 content pageSaturday, July 28, 2012
  • 9. Let me get to workSaturday, July 28, 2012
  • 10. The main Workbench moduleSaturday, July 28, 2012
  • 11. Workbench Modules • Workbench • Workbench Moderation • Workbench Access • Workbench Files and Media (not covered today)Saturday, July 28, 2012
  • 12. Just Use… • Organic Groups • Scheduler • Revisioning • Content Access • Workflow • Module XSaturday, July 28, 2012
  • 13. Features vs. functionalitySaturday, July 28, 2012
  • 14. The main Workbench moduleSaturday, July 28, 2012
  • 15. Alternative create content pageSaturday, July 28, 2012
  • 16. Workbench Moderation Changed toSaturday, July 28, 2012
  • 17. “Forward Revisions”Saturday, July 28, 2012
  • 18. Additional default ViewsSaturday, July 28, 2012
  • 19. Configurable permissionsSaturday, July 28, 2012
  • 20. Workbench Access Sections content for administratorsSaturday, July 28, 2012
  • 21. Saturday, July 28, 2012
  • 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. The Millennium Falcon Blog http://www.starwarsart.org/2011/06/han-and-chewie-watercolor-for-han- and.htmlSaturday, July 28, 2012
  • 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. http://www.starwarsart.org/2011/10/cool-han-solo-by-target.htmlSaturday, July 28, 2012
  • 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. Same Drupal rolesSaturday, July 28, 2012
  • 28. Standard Workbench ModerationSaturday, July 28, 2012
  • 29. The Rebel Alliance Blog http://www.starwarsart.org/2012/04/cool-x-wing-crew-star-wars-art.htmlSaturday, July 28, 2012
  • 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. Stock “My Workbench” http://www.starwarsart.org/2012/02/jabba-presents-nice-r2-spray- paint.htmlSaturday, July 28, 2012
  • 32. Front-end taxonomySaturday, July 28, 2012
  • 33. Big-name bloggers “Traps and how to avoid them” http://www.starwarsart.org/2012/03/admiral-ackbar-portrait.htmlSaturday, July 28, 2012
  • 34. Rebel Gatekeepers http://www.starwarsart.org/2012/01/fun-endor-postcard-love-c3p0s-man- purse.htmlSaturday, July 28, 2012
  • 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. The Empire Blog http://www.starwarsart.org/2011/04/awesome-tie-pilot-from-behind.htmlSaturday, July 28, 2012
  • 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. Workbench Access sections Maps directly to Empire hierarchySaturday, July 28, 2012
  • 39. Workbench Moderation states Maps directly to user rolesSaturday, July 28, 2012
  • 40. Notifications through RulesSaturday, July 28, 2012
  • 41. The main Workbench moduleSaturday, July 28, 2012
  • 42. Override with PanelsSaturday, July 28, 2012
  • 43. The Emperor wants to know allSaturday, July 28, 2012
  • 44. Moff ‘My Workbench’ http://www.starwarsart.org/2011/09/awesome-emperor.htmlSaturday, July 28, 2012
  • 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. Nonlinear ApprovalsSaturday, July 28, 2012
  • 47. Fields on the State ChangeSaturday, July 28, 2012
  • 48. Vary Workflows on arbitrary conditionsSaturday, July 28, 2012
  • 49. Exportability/Features moduleSaturday, July 28, 2012
  • 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. Thanks! • Ken Rickard • rickard@palantir.net • @agentrickard • Steve Persch • Visit us at www.palantir.net • Follow us on Twitter: @palantirSaturday, July 28, 2012