Doing Drupal Multi-site without code

el-studio.com
el-studio.comWeb Developer at el-studio.com
Building	
  a	
  Dynamic	
  Multi-­‐site	
  Presence	
  

Off-­‐the-­‐shelf
Eric	
  Johnson	
  @elstudio	
  
Cindy	
  McCourt	
  @cindymcqt
1
0.	
  INTRODUCTIONS
How	
  to	
  succeed	
  in	
  multi-­‐site	
  building	
  without	
  really	
  coding
2
Eric	
  Johnson
• Developer,	
  Proprietor	
  of	
  
el-­‐studio.com	
  	
  
• Integrator	
  of	
  AMS/CRM/
Drupal	
  Commerce	
  
• Loves	
  writing	
  code.	
  But	
  
do	
  we	
  really	
  need	
  to?	
  
• “There’s	
  more	
  than	
  one	
  
way	
  to	
  do	
  it”
3
@elstudio	
  
http://el-­‐studio.com	
  
Cindy	
  McCourt
• Site	
  builder	
  
• Author	
  of	
  Drupal:	
  The	
  
Guide	
  to	
  Planning	
  &	
  
Building	
  Websites	
  
• Translates	
  between	
  tech	
  
&	
  less-­‐tech	
  folks	
  	
  
• Taught	
  the	
  SGIA	
  team	
  
what	
  they	
  need	
  to	
  know	
  
about	
  fields,	
  content	
  
types,	
  taxonomy
4
@cindymcqt	
  
http://idcminnovations.com/contact	
  
SGIA	
  
• Trade	
  association	
  
represents	
  several	
  
specialties	
  
– Garment	
  decorators	
  
– Color	
  graphics	
  
– Industrial	
  
• A	
  wealth	
  of	
  content	
  
• An	
  AMS	
  tracks	
  people	
  &	
  
memberships	
  
– Memberships	
  determine	
  
the	
  level	
  of	
  access	
  onsite
5
@SGIA_graphics	
  
www.sgia.org	
  
What	
  about	
  you?
• Need	
  to	
  address	
  
multiple	
  audiences	
  with	
  
one	
  editorial	
  team?	
  
• Want	
  help	
  with	
  Drupal’s	
  
more-­‐than-­‐one-­‐way-­‐to-­‐
do-­‐it?	
  
• Multi-­‐site	
  
• Search	
  
• Content	
  targeting
6
Who	
  me?	
  by	
  Regina
1.	
  GOALS
For	
  the	
  project,	
  and	
  for	
  the	
  development	
  team
7
Project	
  goals[...]	
  	
  
1. Address	
  SGIA's	
  separate	
  Garment	
  Decorators	
  
and	
  Graphics	
  audiences	
  with	
  distinct-­‐but-­‐
related	
  website	
  designs	
  and	
  targeted	
  content	
  
2. Implement	
  a	
  standard	
  look	
  and	
  feel	
  across	
  a	
  
decade	
  worth	
  of	
  how-­‐tos	
  and	
  technical	
  
resources
8
Project	
  goals[...]	
  	
  
3. Expose	
  all	
  SGIA	
  content	
  -­‐-­‐	
  web	
  pages,	
  
spreadsheets,	
  Word	
  and	
  PDF	
  documents	
  -­‐-­‐	
  to	
  
full-­‐text	
  search	
  
4. Suggest	
  related	
  content	
  dynamically,	
  based	
  on	
  
tags	
  and	
  full-­‐text	
  content	
  analysis	
  
5. Allow	
  convenient	
  access	
  from	
  both	
  mobile	
  and	
  
desktop	
  browsers
9
Project	
  goals[...]	
  	
  
6. Build	
  staff	
  capacity	
  with	
  Drupal	
  so	
  that	
  future	
  
site	
  enhancements	
  can	
  benefit	
  from	
  SGIA's	
  in-­‐
house	
  graphics	
  and	
  programming	
  expertise
10
Dev	
  team	
  goals	
  
• No	
  code	
  is	
  best	
  
• Somebody	
  else's	
  code	
  is	
  better	
  
• Write	
  code	
  as	
  last	
  resort
11
2.	
  THEMES
Design:	
  Fabulous,	
  separate,	
  themes
12
Shared	
  base	
  theme	
  (sgia_base)	
  
13
SGIA_garment	
  theme	
  
14
SGIA_expo	
  theme	
  
15
Consider:	
  So	
  how	
  do	
  we	
  switch	
  between	
  themes?	
  
• Standard	
  Drupal	
  Multisite	
  
• Great	
  for	
  separate	
  sites	
  —	
  with	
  separate	
  
databases,	
  users,	
  content	
  etc.	
  
• Domain	
  Access	
  modules[...]	
  
16
Domain	
  Access	
  allows	
  Shared	
  Content…	
  
17
See	
  Trellon's	
  Developer	
  blog	
  for	
  details
Consider:	
  So	
  how	
  do	
  we	
  switch	
  between	
  themes?	
  
• Standard	
  Drupal	
  Multisite	
  
• Domain	
  Access	
  module[...]	
  	
  
• But	
  I	
  don't	
  want	
  to	
  have	
  separate	
  users,	
  
database	
  tables,	
  DNS	
  configurations,	
  etc.	
  I	
  just	
  
want	
  to	
  switch	
  themes.	
  	
  
• Help	
  me,	
  big	
  blue	
  drop!
18
Themekey	
  module!
• Switches	
  theme	
  based	
  on	
  path	
  
– Choose	
  Expo	
  theme	
  if	
  path	
  is	
  /expo/*	
  
– Choose	
  Garment	
  theme	
  if	
  /garment/*	
  
• Or	
  a	
  node's	
  taxonomy	
  terms	
  
– Failing	
  that,	
  set	
  theme	
  based	
  directly	
  on	
  
[field-­‐subsite]	
  
– Reset	
  to	
  Base	
  theme	
  if	
  needed
19
Themekey	
  Rulesets[...]	
  	
  
20
Explicit	
  Theme	
  Selection	
  
21
field_subsite,	
  a	
  list	
  field,	
  rules	
  the	
  themes
Pathauto	
  URL	
  alias	
  sets	
  a	
  page's	
  path	
  based	
  on	
  the	
  [field-­‐subsite]	
  
taxonomy	
  vocabulary	
  
22
Choose	
  Expo	
  theme	
  if	
  path	
  is	
  /expo/*	
  
23
Failing	
  that,	
  set	
  theme	
  based	
  directly	
  on	
  [field-­‐subsite]	
  
24
Reset	
  to	
  Base	
  theme	
  if	
  needed	
  
25
3.	
  CONTENT
For	
  each	
  audience,	
  and	
  for	
  multiple	
  audiences
26
Taxonomy	
  Has	
  Many	
  Jobs
• Assign	
  content	
  to	
  different	
  community	
  
audiences	
  
• Select	
  the	
  appropriate	
  theme	
  
• Site	
  architecture	
  
• Establish	
  content	
  relationships
27
Communities
28
Community,	
  a	
  taxonomy	
  vocabulary,	
  indicates	
  which	
  
audiences	
  the	
  content	
  targets	
  
Site	
  Architecture
29
Related	
  Content	
  Relies	
  on	
  Tags
30
Related	
  Content	
  via	
  Views
31
4.	
  SEARCH
Adapting	
  search	
  results	
  to	
  our	
  audiences
32
Regular	
  search[...]	
  
33
Garment	
  search[...]	
  
34
Separate	
  search	
  boxes	
  for	
  each	
  theme
• Results	
  optimized	
  for	
  each	
  audience	
  
– Regular	
  search[...]	
  	
  
– Garment	
  searches	
  only	
  Garment	
  content[...]	
  	
  
• Nodes	
  where	
  Community	
  is	
  Garment	
  
• field_vocab_community_tref	
  contains	
  “Garment”	
  
• Configuration:	
  an	
  apachesolr	
  search	
  page	
  with	
  custom	
  
filters[...]	
  
35
Configuration:	
  an	
  apachesolr	
  search	
  page	
  with	
  custom	
  filters[...]	
  	
  
36
Search	
  views	
  augment	
  featured	
  content[...]	
  
37
Configuration:	
  An	
  apachesolr_search	
  view	
  
38
Consider:	
  SearchAPI	
  vs	
  apachesolr
• SearchAPI	
  does	
  a	
  better	
  job	
  of	
  supporting	
  views	
  &	
  
Drupally	
  stuff	
  like	
  entity	
  display	
  modes	
  
—Can	
  talk	
  to	
  Solr,	
  using	
  the	
  search_api_solr	
  module	
  
—It	
  loads	
  nodes	
  before	
  you	
  or	
  views	
  sees	
  them,	
  so	
  
search_api_views	
  act	
  like	
  you'd	
  expect	
  
—Because	
  it's	
  loading	
  nodes,	
  it	
  can	
  also	
  be	
  less	
  efficient	
  than	
  
apachesolr...
39
Consider:	
  SearchAPI	
  vs	
  apachesolr
• apachesolr	
  is	
  much	
  closer	
  to	
  Solr	
  than	
  Drupal	
  
– Must	
  know	
  solr	
  lingo	
  to	
  configure	
  it:	
  
"im_field_vocab_community_tref:2"	
  
– apachesolr_views	
  can	
  require	
  4+	
  patches	
  to	
  get	
  
common	
  use	
  cases	
  working	
  
– But	
  apachesolr_attachments	
  is	
  the	
  game	
  in	
  town	
  for	
  
indexing	
  Word,	
  PDF	
  or	
  other	
  file	
  attachments
40
5.	
  COMMERCE
Multi-­‐site	
  considerations	
  for	
  commerce
41
Commerce	
  Implications
• We	
  ran	
  commerce	
  on	
  a	
  single	
  domain	
  
• SSL	
  can	
  be	
  an	
  issue	
  
• Yes,	
  Either	
  buy	
  a	
  wildcard	
  SSL	
  certificate	
  
• That’s	
  a	
  cert	
  for	
  *.sgia.org	
  
• But	
  Apache	
  SSL	
  requires	
  a	
  separate	
  IP	
  per	
  
SSL	
  domain	
  	
  
• Or	
  run	
  them	
  singly
42
6.	
  RECAP
What	
  have	
  we	
  learned	
  today?
43
What	
  have	
  we	
  learned?
• You	
  can	
  do	
  lots	
  of	
  Drupal	
  
without	
  writing	
  code	
  
• There’s	
  more	
  than	
  one	
  
way	
  to	
  do	
  it	
  
• Ask:	
  How	
  can	
  I	
  empower	
  
the	
  team?	
  
• Just	
  because	
  you	
  can,	
  
doesn’t	
  mean	
  you	
  
should
44
School	
  by	
  Elizabeth	
  Albert
Questions?	
  Drop	
  us	
  a	
  line…
45
Cindy	
  McCourt	
  
@cindymcqt	
  
http://idcminnovations.com/contact	
  
Eric	
  Johnson	
  
@elstudio	
  
http://el-­‐studio.com	
  
1 of 45

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Doing Drupal Multi-site without code

  • 1. Building  a  Dynamic  Multi-­‐site  Presence  
 Off-­‐the-­‐shelf Eric  Johnson  @elstudio   Cindy  McCourt  @cindymcqt 1
  • 2. 0.  INTRODUCTIONS How  to  succeed  in  multi-­‐site  building  without  really  coding 2
  • 3. Eric  Johnson • Developer,  Proprietor  of   el-­‐studio.com     • Integrator  of  AMS/CRM/ Drupal  Commerce   • Loves  writing  code.  But   do  we  really  need  to?   • “There’s  more  than  one   way  to  do  it” 3 @elstudio   http://el-­‐studio.com  
  • 4. Cindy  McCourt • Site  builder   • Author  of  Drupal:  The   Guide  to  Planning  &   Building  Websites   • Translates  between  tech   &  less-­‐tech  folks     • Taught  the  SGIA  team   what  they  need  to  know   about  fields,  content   types,  taxonomy 4 @cindymcqt   http://idcminnovations.com/contact  
  • 5. SGIA   • Trade  association   represents  several   specialties   – Garment  decorators   – Color  graphics   – Industrial   • A  wealth  of  content   • An  AMS  tracks  people  &   memberships   – Memberships  determine   the  level  of  access  onsite 5 @SGIA_graphics   www.sgia.org  
  • 6. What  about  you? • Need  to  address   multiple  audiences  with   one  editorial  team?   • Want  help  with  Drupal’s   more-­‐than-­‐one-­‐way-­‐to-­‐ do-­‐it?   • Multi-­‐site   • Search   • Content  targeting 6 Who  me?  by  Regina
  • 7. 1.  GOALS For  the  project,  and  for  the  development  team 7
  • 8. Project  goals[...]     1. Address  SGIA's  separate  Garment  Decorators   and  Graphics  audiences  with  distinct-­‐but-­‐ related  website  designs  and  targeted  content   2. Implement  a  standard  look  and  feel  across  a   decade  worth  of  how-­‐tos  and  technical   resources 8
  • 9. Project  goals[...]     3. Expose  all  SGIA  content  -­‐-­‐  web  pages,   spreadsheets,  Word  and  PDF  documents  -­‐-­‐  to   full-­‐text  search   4. Suggest  related  content  dynamically,  based  on   tags  and  full-­‐text  content  analysis   5. Allow  convenient  access  from  both  mobile  and   desktop  browsers 9
  • 10. Project  goals[...]     6. Build  staff  capacity  with  Drupal  so  that  future   site  enhancements  can  benefit  from  SGIA's  in-­‐ house  graphics  and  programming  expertise 10
  • 11. Dev  team  goals   • No  code  is  best   • Somebody  else's  code  is  better   • Write  code  as  last  resort 11
  • 12. 2.  THEMES Design:  Fabulous,  separate,  themes 12
  • 13. Shared  base  theme  (sgia_base)   13
  • 16. Consider:  So  how  do  we  switch  between  themes?   • Standard  Drupal  Multisite   • Great  for  separate  sites  —  with  separate   databases,  users,  content  etc.   • Domain  Access  modules[...]   16
  • 17. Domain  Access  allows  Shared  Content…   17 See  Trellon's  Developer  blog  for  details
  • 18. Consider:  So  how  do  we  switch  between  themes?   • Standard  Drupal  Multisite   • Domain  Access  module[...]     • But  I  don't  want  to  have  separate  users,   database  tables,  DNS  configurations,  etc.  I  just   want  to  switch  themes.     • Help  me,  big  blue  drop! 18
  • 19. Themekey  module! • Switches  theme  based  on  path   – Choose  Expo  theme  if  path  is  /expo/*   – Choose  Garment  theme  if  /garment/*   • Or  a  node's  taxonomy  terms   – Failing  that,  set  theme  based  directly  on   [field-­‐subsite]   – Reset  to  Base  theme  if  needed 19
  • 21. Explicit  Theme  Selection   21 field_subsite,  a  list  field,  rules  the  themes
  • 22. Pathauto  URL  alias  sets  a  page's  path  based  on  the  [field-­‐subsite]   taxonomy  vocabulary   22
  • 23. Choose  Expo  theme  if  path  is  /expo/*   23
  • 24. Failing  that,  set  theme  based  directly  on  [field-­‐subsite]   24
  • 25. Reset  to  Base  theme  if  needed   25
  • 26. 3.  CONTENT For  each  audience,  and  for  multiple  audiences 26
  • 27. Taxonomy  Has  Many  Jobs • Assign  content  to  different  community   audiences   • Select  the  appropriate  theme   • Site  architecture   • Establish  content  relationships 27
  • 28. Communities 28 Community,  a  taxonomy  vocabulary,  indicates  which   audiences  the  content  targets  
  • 30. Related  Content  Relies  on  Tags 30
  • 32. 4.  SEARCH Adapting  search  results  to  our  audiences 32
  • 35. Separate  search  boxes  for  each  theme • Results  optimized  for  each  audience   – Regular  search[...]     – Garment  searches  only  Garment  content[...]     • Nodes  where  Community  is  Garment   • field_vocab_community_tref  contains  “Garment”   • Configuration:  an  apachesolr  search  page  with  custom   filters[...]   35
  • 36. Configuration:  an  apachesolr  search  page  with  custom  filters[...]     36
  • 37. Search  views  augment  featured  content[...]   37
  • 39. Consider:  SearchAPI  vs  apachesolr • SearchAPI  does  a  better  job  of  supporting  views  &   Drupally  stuff  like  entity  display  modes   —Can  talk  to  Solr,  using  the  search_api_solr  module   —It  loads  nodes  before  you  or  views  sees  them,  so   search_api_views  act  like  you'd  expect   —Because  it's  loading  nodes,  it  can  also  be  less  efficient  than   apachesolr... 39
  • 40. Consider:  SearchAPI  vs  apachesolr • apachesolr  is  much  closer  to  Solr  than  Drupal   – Must  know  solr  lingo  to  configure  it:   "im_field_vocab_community_tref:2"   – apachesolr_views  can  require  4+  patches  to  get   common  use  cases  working   – But  apachesolr_attachments  is  the  game  in  town  for   indexing  Word,  PDF  or  other  file  attachments 40
  • 42. Commerce  Implications • We  ran  commerce  on  a  single  domain   • SSL  can  be  an  issue   • Yes,  Either  buy  a  wildcard  SSL  certificate   • That’s  a  cert  for  *.sgia.org   • But  Apache  SSL  requires  a  separate  IP  per   SSL  domain     • Or  run  them  singly 42
  • 43. 6.  RECAP What  have  we  learned  today? 43
  • 44. What  have  we  learned? • You  can  do  lots  of  Drupal   without  writing  code   • There’s  more  than  one   way  to  do  it   • Ask:  How  can  I  empower   the  team?   • Just  because  you  can,   doesn’t  mean  you   should 44 School  by  Elizabeth  Albert
  • 45. Questions?  Drop  us  a  line… 45 Cindy  McCourt   @cindymcqt   http://idcminnovations.com/contact   Eric  Johnson   @elstudio   http://el-­‐studio.com