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Managing Content
in Drupal with
Workbench
George DeMet and Steve Persch
Palantir.net
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 Partner
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 Drupal
Public vs. Administrative




          http://drupal.org
Drupal 7 administrative theme
Stock Drupal 7 content page
My Workbench
Workbench Modules
• Workbench
• Workbench Moderation
• Workbench Access
• Workbench Files and Media (not covered today)
The main Workbench module
Alternative create content page
Workbench Moderation



Changed to
“Forward Revisions”
Additional default Views
Workbench Access
Sections content for administrators
Museum‟s Whale Songs kiosk
• Physically in the gift shop
• Publicly listed with gift shop on website
• Administratively still an “exhibit”




               http://en.wikipedia.org/wiki/File:Humpback_stellwagen_edit.jpg
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 Medicine
The Millennium Falcon Blog




          http://www.starwarsart.org/2011/06/han-and-chewie-watercolor-for-han-
          and.html
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.html
http://www.starwarsart.org/2011/10/cool-han-solo-by-target.html
No need for Workbench Access
• There are no internal divisions




               http://www.starwarsart.org/2011/06/han-and-chewie-art-weekends.html
Same Drupal roles
Standard Workbench Moderation
The Rebel Alliance Blog




         http://www.starwarsart.org/2012/04/cool-x-wing-crew-star-wars-art.html
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.html
Stock “My Workbench”




        http://www.starwarsart.org/2012/02/jabba-presents-nice-r2-spray-
        paint.html
Front-end taxonomy
Big-name bloggers
“Traps and how to avoid them”




              http://www.starwarsart.org/2012/03/admiral-ackbar-portrait.html
Rebel Gatekeepers




         http://www.starwarsart.org/2012/01/fun-endor-postcard-love-c3p0s-man-
         purse.html
Workbench Moderation states
                      Needs
  Draft                                                         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.html
          http://www.starwarsart.org/2009/11/star-wars-character-bio-of-day-wicket_25.html
The Empire Blog




         http://www.starwarsart.org/2011/04/awesome-tie-pilot-from-behind.html
Imperial culture
• Highly structured
• Strict hierarchy
• Monolithic to outsiders




               http://www.starwarsart.org/2012/01/awesome-retro-star-wars-art-
               empire.html
Workbench Access sections
Maps directly to Empire hierarchy
Workbench Moderation states
Maps directly to user roles
Notifications through Rules
Normal “My Workbench” is not
the droid they are looking for
Override with Panels
The Emperor wants to know all
Moff „My Workbench‟




         http://www.starwarsart.org/2011/09/awesome-emperor.html
Upcoming Workbench
Moderation features
•   Nonlinear approvals
•   Fields on the state change itself
•   Varying workflows on arbitrary conditions
•   Ctools-powered exportability
Fields on the State Change
Nonlinear Approvals
Vary Workflows on arbitrary
conditions
Exportability/Features module
“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.html
Thanks!
• George DeMet
• demet@palantir.net

• Steve Persch
• persch@palantir.net

• Visit us at www.palantir.net
• Follow us on Twitter: @palantir

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Managing Content in Drupal with Workbench

Editor's Notes

  1. The biology department my have lots of front end blogs managed by staff.-The student genome blog might be the only one that requires separate access controls.
  2. The biology department my have lots of front end blogs managed by staff.-The student genome blog might be the only one that requires separate access controls.
  3. Pain Points in stock Drupal 6 and Drupal 7 (3-5)Fire hose at admin/contentAdmin side sectionsContent workflowOrganizations have had to change the way they operate to fit the web. Not all those changes are good.
  4. Workbench is essentially a set of Views that provide an alternative to admin/content
  5. Chewie owes Han a “life debt”Han is the talker/faceChewie does a lot of repairs
  6. You can add to this layout with a hook, Or override it all with Panels.
  7. Workbench is essentially a set of Views that provide an alternative to admin/content
  8. Breaking out the unpublished state
  9. Compare to Drupal coreGreen is published, publicly visible.Red is the version that comes up on the edit page.
  10. Back to the public vs. administrative divide.
  11. This is the example scheme that comes with Workbench Access.To the public, there might information about a “Songs of the Whales” booth that is physically in the Gift shop.-And it’s physically in the gift shop because there are CDs to sell.-The public information about the booth might be in the Gift Shop section of the website.--And yet to the staff, it is still an “exhibit”Edit restrictions only.
  12. The biology department my have lots of front end blogs managed by staff.-The student genome blog might be the only one that requires separate access controls.
  13. Chewie owes Han a “life debt”Han is the talker/faceChewie does a lot of repairs
  14. Stock workbench works just fine for them.Content doesn’t change very often for them.
  15. Both have publishing permission.If something is published erroneously , that’s a personal problem.
  16. Moderation states don’t imply a person who looks at node-Compare to Marketplace
  17. Chewie owes Han a “life debt”Han is the talker/faceChewie does a lot of repairs
  18. Chewie owes Han a “life debt”Han is the talker/faceChewie does a lot of repairs
  19. Not the highest ranking rebels
  20. Workbench is essentially a set of Views that provide an alternative to admin/content
  21. Similar to stock admin/content
  22. Both have publishing permission.If something is published erroneously , that’s a personal problem.
  23. Both have publishing permission.If something is published erroneously , that’s a personal problem.
  24. Both have publishing permission.If something is published erroneously , that’s a personal problem.
  25. Both have publishing permission.If something is published erroneously , that’s a personal problem.
  26. The biology department my have lots of front end blogs managed by staff.-The student genome blog might be the only one that requires separate access controls.