Standing up for the content creators: Site building and theming for the administrators | Drupal...

STANDING UP FOR THECONTENT CREATORSSITE BUILDING AND THEMING FOR THEADMINISTRATORS

Created by Jim Birchjimbir.ch/standing-up@thejimbirchXeno Media, Inc.

ADMIN MENU, ORGANIZED, BUTSTILL SO MANY LINKS!

ANOTHER VIEW, LISTING THEM ALLON ONE PAGE

THAT KEEPS GOING...

AND GOING...

AND GOING...

AND GOING...

AND GOING...

AND THIS IS A PRETTY SIMPLE SITE!

SAME GOES FOR THE CKEDITOR.SO MANY OPTIONS...

BUT REALLY, ONLY A FEW THINGSARE TRULY NEEDED.

WHO ARE OURCONTENT CREATORS?

COMMON ADDITIONAL ROLES:WebmastersEditorsAuthors

CONTENT SPECIFIC ROLES SUCH AS:BloggersPress Releasers

TASK SPECIFIC ROLES SUCH AS:Community Manager

PLANNING & MANAGING DRUPAL PROJECTSBY DANI NORDIN

http://www.amazon.com/dp/1449305482/

ONCE WE KNOW WHO, WE CANSTART FIGHTING FOR THEM.

BEFORE WE BEGIN, LET'S TALKABOUT INSTALLING/UNINSTALLING

MODULES.USING DRUSH

drush dl -y module_namedrush en -y module_namedrush dis -y module_namedrush pm-uninstall -y module_name

IN THE UITurn off (disable)

Uninstall (removes database bits)

Delete module folder by hand/in git

THEMING THE DRUPALADMINISTRATION UI

CHOOSING ADMIN THEMES

ADMINISTRATION THEME OPTIONSChoose a separate admin themeUse your front end themeDevelop your own admin theme

BLOCK SYSTEM APPLIES TO ADMIN THEMESTOO!

GLOBAL CHANGESENABLE ADMIN TOOLBAR, DISABLE OVERLAY

drush en -y admin_menu admin_menu_toolbardrush dis -y toolbar shortcutdrush dis -y overlay

CONTENT TYPE & TAXONOMY DEFAULTSTitle LabelExplanation or submission guidelines (Help)Administrative DescriptionDefault Publishing State, RevisionsAuthor, Menu, Sitemap, (other modules), etc

PALANTIR.NET BUILD SPEC SPREADSHEEThttps://www.palantir.net/blog/developing-drupal-sites-plan-or-perish

FIELD DEFAULTSHelp textDefault text formatModule Settings (Linkit, Fences)Number of values for the fieldImages: File Directory, Types, Alt, etc

TITLE MODULEhttps://www.drupal.org/project/title

Makes Title a field. Made for Translations, but great forgaining control of Title and using in Display Modes.

HIDE STICKY & PROMOTEhttps://www.drupal.org/sandbox/studiozut/2303677

Simple custom module that removes the "promote to frontpage" and "sticky" checkboxes from the node add and editscreens.

OVERRIDE NODE OPTIONShttps://www.drupal.org/project/override_node_options

Use this module if you need to control these settings andmore per Role.

SIMPLIFYhttps://www.drupal.org/project/simplify

Hide so many of the thingsGlobally or on each:

Content typeTaxonomyBlockCommentsUserUser profile

FIELD GROUPhttps://www.drupal.org/project/field_group

Add organizing elements to Node Add/Edit, and NodeDisplays.

FIELD GROUP TYPESFieldsetsHorizontal tabsVertical tabsAccordionsDivs (Good for Grid Systems)HTML elements

Lots of modules that extend.

ENVIRONMENT INDICATORhttps://www.drupal.org/project/environment_indicator

Not just for Developers!

Use when clients have access to test & staging servers

DASHBOARD(S)There are many different ways to create a landing page for

the logged in administrator.

Default "content" screenDashboard moduleWorkbench DashboardCustom Made Admin View

My suggestion is to choose one way, and make it great.

THEMING CKEDITOR

COMMON TASKSAdd only relevant buttons needed for the fieldExclude security risks (filters)Remove markup already in templates like H1, and addformats (classes).Configure Allowed content so classes aren't stripped, setheight, etc.CKEditor 4.3+ Widgets -- .Widgitizing Widgets by bneil

UPLOADING IMAGES IN THE WYSIWYGWhat types of files can be uploaded?What thumbnails are created for admin use?Where can they be uploaded?

CKFINDERSet Different upload folders per Content Type.Make a Profile Type and Text Format for each ContentType.

IMCESet Different upload folders per User Role.Can do user/userid or year/month (like Wordpress)

PARAGRAPHS MODULEhttps://www.drupal.org/project/paragraphs

Instead of trying to make the WYSIWYG do everything, youcan add different types of fields.

ADMINISTRATIVEWORKFLOWS

SCHEDULEREach content type can be scheduled.Which need to be?Who can?Set up external Cron

WORKBENCHEach content type can have more statuses thanPublished. Workbench Moderation adds Draft and NeedsReview by default, but can add custom ones you create.Workbench Access can restrict access to different sectionsof the site based on menu or taxonomies.Workbench Media adds integration with either the 1.x or2.x of the Media Module!

DOCUMENTATION

INLINEContent Types, Fields, Blocks, Views, Panels, etc all provide

places to enter descriptive and instructional text foradministrative users

Content Types and fields allow for HTML, (link to…)

ADVANCED HELP MODULEhttps://www.drupal.org/project/advanced_help

For custom modules, developers can include HTML files thatcan be linked to from any ADMIN UI screens the module

creates.

GOOGLE DOCS/DROPBOX/COMPANYINTRANET

Keep a master copy, organized folder, shared with thosewho will help you maintain.Export PDF for users, shared with appropriately role'dusersAuthors can access author docsEditors can access author and editor docsWebmasters can access author, editor, and webmasterdocsand so on.

TESTING AND TWEAKINGThings change up to the last minute before a launch, andmany times after that! Do not get stuck in the habit of just

using the developer's administrator role.

Use the site early and often as the Webmaster, Editor, andAuthor.Step through the documentation defined tasks, verify allcan be done.Adjust permissions as you go.

HOW TO BE ANOTHERMasquerade ModuleCreate different accounts

Gmail Users can use the plus trickjim+webmaster@jim+editor@jim+author@

THE ENDCONTINUING THE CONVERSATION:

Created by Jim Birchjimbir.ch/standing-up@thejimbirchXeno Media, Inc.