The document provides an introduction to using Open Atrium, an open source collaboration platform based on Drupal, at an organization. It discusses key Drupal concepts like modules, themes, and distributions. It then covers how to install and set up Open Atrium, the different user roles, how to structure the site, basic administration settings, types of content that can be created like blogs and projects, how to create groups, group features, customizing the theme, and contact information for support.

1. Open Atrium
Using Open Atrium at Your Organization

2. Agenda
• Intro to Drupal and Open Atrium
• Users and Roles
• Site Structure
• Theming
• Q&A

3. Intro to Drupal

4. Drupal Concepts
• Core - Drupal standard functionality
• Modules - Functional unit that can be core, contributed
from the community or custom written
• Theme - Templates and code (HTML, CSS, images,
PHP) that comprise the design layer

5. Who is Drupal?
Distributions
(more on this later)
Contributed
Modules
(5000+)
Development,
Design
& Hosting
Drupal Core Leading
Companies
Developer Best Practices
Community

6. What Makes Up Your
Community
Drupal
Contributed
Modules
for Common
Functionality
Core Modules
for Standard
Functionality You
Custom Modules
and Theme
for Your Functionality
and Design

7. Drupal Building Blocks
• Content Types • Taxonomy
• Fields • Views
• Nodes • Page Templates
• Paths • Regions
• Menus • Blocks

8. Distributions

9. How Do I Install Open
• Download Open Atrium at http://openatrium.com. You must have a web server set up in
order to install Open Atrium.
• Follow the install.txt instructions in the Open Atrium base directory, but move the current
Open Atrium directory to your html directory.
• Make sure you have set up your files directory with the proper permissions
• Instructions are at http://drupal.org/node/394704
• Configure cron at http://drupal.org/cron

10. Intro to Open Atrium

11. Users and Roles
• Anonymous
• Authenticated
• Manager
• Admin

12. Site Structure

13. Basic Admin Settings
• Overview of admin toolbar
• Changing basic site information
• My Account options
• Messaging and Notifications

14. Dashboards

15. Types of Content
• Blog
• Notebook pages
• Projects and cases
• Events
• Shouts

16. Create a Group

17. Group Features

18. Create Content
• Blog
• Notebook Pages
• Project and Cases
• Shouts
• Events

19. Custom Theming
• How do I change my theme?
• How do I change my logo?
• Basic options for custom design elements

20. Think of Anything Later
We’re always available on Twitter at @Open_Atrium
or
email us at dsheffler@phase2technology.com