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

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Drupal 7: Installation, Basic Configuration, Content Types, User Roles

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

  1. 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. 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. 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. 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. 5. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Installation Demo
  6. 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. 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. 8. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Basic Configuration Demo
  9. 9. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Content Types
  10. 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. 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. 12. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Content Types Basic Fields & Choices Demo
  13. 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. 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. 15. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Extending Functionality with Modules
  16. 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. 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. 18. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Installing Modules Demo
  19. 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. 20. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Finish up Event Content Type Demo
  21. 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. 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. 23. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Users & User Roles
  24. 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. 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. 26. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Users & User Roles Demo
  27. 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. 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. 29. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 Questions?
  30. 30. Intro to Drupal, Part 1 of 3 TLA Webinar Series, Nov. 12 2013 http://chillco.com/ tla-drupal-questions

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