98
Content Editing & Admin in Drupal 7 Drupal Essentials acquia.com 1 Wednesday, June 26, 2013

Content Editing & Admin in Drupal 7

  • Upload
    acquia

  • View
    123

  • Download
    2

Embed Size (px)

DESCRIPTION

In Content Editing and Administration, you’ll get an overview of how to manage content in Drupal 7 in different situations. Each Drupal site is unique and requires a different amount of customization. The entire content administration experience in Drupal can be completely modified to suit your needs. Heather James, Manager of Learning Services at Acquia, will show you what the basic site administration experience looks like out of the box. She will also take a look at the administration experience looks like on a more robust site with a number of customizations. By the end of the class you’ll learn key terminology to speak to your developer team and some tips and tricks for making the most of your site. In this webinar you will learn about: - Content administration basics including adding and tagging content - The difference between content editing forms, webforms and contact forms - Searching for and locating specific content - Customizations you may encounter and those you can request

Citation preview

Page 2: Content Editing & Admin in Drupal 7

HELLO!

Heather James

@learningdrupal

Manager of Trainingat Acquia

2Wednesday, June 26, 2013

Page 3: Content Editing & Admin in Drupal 7

COMPARING DRUPAL

3Wednesday, June 26, 2013

Page 4: Content Editing & Admin in Drupal 7

Content first!

4Wednesday, June 26, 2013

Page 5: Content Editing & Admin in Drupal 7

5Wednesday, June 26, 2013

Page 6: Content Editing & Admin in Drupal 7

Drupal can be...

• Main web prescence

• News hub

• Central event info and media

• A community

• Petition collector

6Wednesday, June 26, 2013

Page 7: Content Editing & Admin in Drupal 7

What is the point?

7Wednesday, June 26, 2013

Page 8: Content Editing & Admin in Drupal 7

Content defines the site

Article

Content title

Travel guide

Content title

Tips

Content title

Article content. A small river named Duden flows by their place and supplies it with the necessary regelialia.

tags tags tags

Tips content. This is a great way to pack your bags.

This is a guide. The best place to start is here. Then you can go there and further.

What to pack

Job posting

Job title

Where is it?

This is a job description. This is what we're looking for.

Terms of employment

Companyname

8Wednesday, June 26, 2013

Page 9: Content Editing & Admin in Drupal 7

Content is (still) king

http://shop.oreilly.com/product/9781937434199.do

• Content creation should be a core strategic business activity

• Content is intellectual property

• Hidden assets!

• Identify, Organize, Manage, Leverage it

9Wednesday, June 26, 2013

Page 10: Content Editing & Admin in Drupal 7

Content drives sales

• Sales begins before you contact clients

• Videos

• Infographics

• Quizzes

• Trend reports

• Case studies... etc

http://jess3.com/eloqua-content-grid-v2/10Wednesday, June 26, 2013

Page 11: Content Editing & Admin in Drupal 7

Other systems are structure first

11Wednesday, June 26, 2013

Page 12: Content Editing & Admin in Drupal 7

Example: Expression Engine

12Wednesday, June 26, 2013

Page 13: Content Editing & Admin in Drupal 7

Example: Typo3

Page added “into” site structure

13Wednesday, June 26, 2013

Page 14: Content Editing & Admin in Drupal 7

Structure first

(Possible in Drupal, just not the default!)

Page layout templates

14Wednesday, June 26, 2013

Page 15: Content Editing & Admin in Drupal 7

Page structure and placement

BEFORE content

15Wednesday, June 26, 2013

Page 16: Content Editing & Admin in Drupal 7

Ordering content in lists

Arbitrary ordering of

content in lists

(Possible in Drupal, just not the default!)16Wednesday, June 26, 2013

Page 17: Content Editing & Admin in Drupal 7

Media added to content

Media added to content

Access control per-content item

(Possible in Drupal, just not the default!)17Wednesday, June 26, 2013

Page 18: Content Editing & Admin in Drupal 7

“Page” level permission

(Possible in Drupal, just not the default!)18Wednesday, June 26, 2013

Page 19: Content Editing & Admin in Drupal 7

Menu placement = Path

19Wednesday, June 26, 2013

Page 20: Content Editing & Admin in Drupal 7

Appearance v display

http://webstyleguide.com/wsg3/5-site-structure/3-site-file-structure.html20Wednesday, June 26, 2013

Page 21: Content Editing & Admin in Drupal 7

Drupal is content first

21Wednesday, June 26, 2013

Page 22: Content Editing & Admin in Drupal 7

What you may be thinking

example.com news

aboutmasthead

politicssports

contactYour mental

site map

22Wednesday, June 26, 2013

Page 23: Content Editing & Admin in Drupal 7

Drupal holds dataArticles Users

Pages Comments

““

Terms

23Wednesday, June 26, 2013

Page 24: Content Editing & Admin in Drupal 7

Googlehttp://domain.com

Web Page Title

Structure first approach?Googlehttp://domain.com

Web Page Title

Front page Full page

?

24Wednesday, June 26, 2013

Page 25: Content Editing & Admin in Drupal 7

Different conditionsGooglehttp://domain.com

Web Page Title

Googlehttp://domain.com

Web Page Title

Full pageFront page

25Wednesday, June 26, 2013

Page 26: Content Editing & Admin in Drupal 7

Two different conditions

Googlehttp://domain.com

Web Page Title

Googlehttp://domain.com

Web Page Title

26Wednesday, June 26, 2013

Page 27: Content Editing & Admin in Drupal 7

Structured content

In HTML:

Body textTags

LocationMedia (video,

images)

Title

Image upload

Title

Location

Tags

Body text

Compare

27Wednesday, June 26, 2013

Page 28: Content Editing & Admin in Drupal 7

What to display?

Image

Title

Location

Tags

Body text

Author

Date

Googlehttp://domain.com

Web Page Title

Show 2 most recent.Image as square thumbnail. Body text up to 100 words

28Wednesday, June 26, 2013

Page 29: Content Editing & Admin in Drupal 7

Show author and date?

Googlehttp://domain.com

Web Page Title

Image

Title

Location

Tags

Body text

Author

Date

Show 9 per page with pagination.Image as thumbnail. Author link to profile. Short date.

29Wednesday, June 26, 2013

Page 31: Content Editing & Admin in Drupal 7

UNDERSTANDING DRUPAL

From a content admin’s perspective

31Wednesday, June 26, 2013

Page 32: Content Editing & Admin in Drupal 7

Drupal 7 administration tour

32Wednesday, June 26, 2013

Page 33: Content Editing & Admin in Drupal 7

Admin tour

• Your site might look very different

33Wednesday, June 26, 2013

Page 34: Content Editing & Admin in Drupal 7

Content editing

34Wednesday, June 26, 2013

Page 35: Content Editing & Admin in Drupal 7

Customized client UX

Workbench

Admin with Rubik theme35Wednesday, June 26, 2013

Page 36: Content Editing & Admin in Drupal 7

Demo: Login different role

• Login as “user/1” - Sometimes called superuser, or admin.

• Login as another user role.

• Compare!

36Wednesday, June 26, 2013

Page 37: Content Editing & Admin in Drupal 7

Trick: Logging in!

• Go to /user on your site

• Such as http://opensource.com/user

• Here you will find the login

37Wednesday, June 26, 2013

Page 38: Content Editing & Admin in Drupal 7

Simple changes

• Anyone with “editor” role does not see the site with an administration theme (visual design)

38Wednesday, June 26, 2013

Page 39: Content Editing & Admin in Drupal 7

Demo: Edit a block

Try this...39Wednesday, June 26, 2013

Page 40: Content Editing & Admin in Drupal 7

Content types

40Wednesday, June 26, 2013

Page 41: Content Editing & Admin in Drupal 7

About content types

• Content types have basic settings.

• Simple version control (revisions).

• Adding fields extends and customized the content type

News article

Lead image

Topic

Event

Generic plus:

Topic

Date of event

Generic content type

Title

Author

Date published

Comments?

Menu option?

Generic plus:

41Wednesday, June 26, 2013

Page 42: Content Editing & Admin in Drupal 7

Demo: Add content

• Add an article.

• Compare the two content type forms.

• What defaults were set?

• How will these display under different conditions?

42Wednesday, June 26, 2013

Page 43: Content Editing & Admin in Drupal 7

Trick! node/add

• Not sure how to add content to your site or what is available? Try /node/add at the end of your address

• Example at opensource.com - Allows anonymous users to add content

43Wednesday, June 26, 2013

Page 44: Content Editing & Admin in Drupal 7

Permission to add content

• Only if enabled for a user “role”

44Wednesday, June 26, 2013

Page 45: Content Editing & Admin in Drupal 7

Adding to menus

• May not be available to all users

• Is configured per-content type

45Wednesday, June 26, 2013

Page 46: Content Editing & Admin in Drupal 7

Demo: Add more content

• Add a Basic page.

• Add Page to a menu.

• Compare the two content type forms.

• What defaults were set?

• How will these display under different conditions?

46Wednesday, June 26, 2013

Page 47: Content Editing & Admin in Drupal 7

Define content

47Wednesday, June 26, 2013

Page 48: Content Editing & Admin in Drupal 7

Your site content

• Moderated interaction?

• User generated content?

• Managed publishing workflow?

• Editor only content?

Seiichi Kusunoki - Visual Maintenance (cc) By Attribution via Flickrhttp://www.flickr.com/photos/67975747@N02/8480910015/

48Wednesday, June 26, 2013

Page 49: Content Editing & Admin in Drupal 7

Why content types

Unstructured text field Full page display is ok... but...

49Wednesday, June 26, 2013

Page 50: Content Editing & Admin in Drupal 7

Other displays?

50Wednesday, June 26, 2013

Page 51: Content Editing & Admin in Drupal 7

Fields

• Datatype: Numerical? Date? Text?

• Input widget: Radio button, text field? Validators.

• Display: Full text? Image resize?

51Wednesday, June 26, 2013

Page 52: Content Editing & Admin in Drupal 7

Example: OpenSource.com

52Wednesday, June 26, 2013

Page 53: Content Editing & Admin in Drupal 7

Content display

Teaser Full post

53Wednesday, June 26, 2013

Page 54: Content Editing & Admin in Drupal 7

Generated lists

54Wednesday, June 26, 2013

Page 55: Content Editing & Admin in Drupal 7

Demo: Add more content

• Add a Basic page.

• Add Page to a menu.

• Compare the two content type forms.

• What defaults were set? What fields?

• How will these display under different conditions?

55Wednesday, June 26, 2013

Page 56: Content Editing & Admin in Drupal 7

Content type defaults

1

2

3

56Wednesday, June 26, 2013

Page 57: Content Editing & Admin in Drupal 7

WYSIWYG and rich text editors

57Wednesday, June 26, 2013

Page 58: Content Editing & Admin in Drupal 7

Default Drupal

• Highly secure. Yay!

• Not user friendly. Boo.

58Wednesday, June 26, 2013

Page 59: Content Editing & Admin in Drupal 7

WYSIWYG

59Wednesday, June 26, 2013

Page 60: Content Editing & Admin in Drupal 7

Text input

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancel

60Wednesday, June 26, 2013

Page 61: Content Editing & Admin in Drupal 7

Text formats

Text format

Filter text input.

Remove all scripts.

Clean HTML output.

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancelanonymoususer/0 administrator

61Wednesday, June 26, 2013

Page 62: Content Editing & Admin in Drupal 7

Output

Output

Ha ha! Joke's on you!

Text format

Filter text input.

Remove all scripts.

Clean HTML output.

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancel

62Wednesday, June 26, 2013

Page 63: Content Editing & Admin in Drupal 7

Media handling

• Added as “fields”

• Inline media

• Embed videos

• Embed images

63Wednesday, June 26, 2013

Page 64: Content Editing & Admin in Drupal 7

Image handling

Example a. Example b. Example c.

64Wednesday, June 26, 2013

Page 65: Content Editing & Admin in Drupal 7

Managing content

65Wednesday, June 26, 2013

Page 66: Content Editing & Admin in Drupal 7

Managing content

• Content editors have lots of responsibilities

• Manage new content

• Incorporate feedback

• Ownership

66Wednesday, June 26, 2013

Page 67: Content Editing & Admin in Drupal 7

Workbench

• Special add-on to Drupal

67Wednesday, June 26, 2013

Page 68: Content Editing & Admin in Drupal 7

Customized Admin Pages

• Likely your site will have a customized adminstration pages.

• Content, comments, users, etc.

68Wednesday, June 26, 2013

Page 69: Content Editing & Admin in Drupal 7

Customized Admin Pages

Bulk editing

Special search and sorting

69Wednesday, June 26, 2013

Page 70: Content Editing & Admin in Drupal 7

Revisions

• Enabled for selected content types

• Only visible to selected user roles

70Wednesday, June 26, 2013

Page 71: Content Editing & Admin in Drupal 7

Revisions

• Depends on whether it’s configured or not.

71Wednesday, June 26, 2013

Page 72: Content Editing & Admin in Drupal 7

Demo: Compare

• Compare administration pages

• Content

• Users

• Comments

• ... depends on what you have access to control

72Wednesday, June 26, 2013

Page 73: Content Editing & Admin in Drupal 7

SITE STRUCTURE

73Wednesday, June 26, 2013

Page 74: Content Editing & Admin in Drupal 7

Anatomy of a Drupal page

74Wednesday, June 26, 2013

Page 75: Content Editing & Admin in Drupal 7

Page model in Drupal

Page

75Wednesday, June 26, 2013

Page 76: Content Editing & Admin in Drupal 7

Templates pull in regions defined in theme

Page

Sidebar

Footer

Header

Content

Help

76Wednesday, June 26, 2013

Page 77: Content Editing & Admin in Drupal 7

Blocks are assigned to regions

Page

Sidebar

Footer

Header

Content

User login

Powered by Drupal

Main page content

Search

Help

Whoʼs new

77Wednesday, June 26, 2013

Page 78: Content Editing & Admin in Drupal 7

Menus can also be arranged as blocks

Page

Sidebar

Footer

Header

Content

User login

Main menu

Powered by Drupal

Main page content

Search

Help

Whoʼs new

78Wednesday, June 26, 2013

Page 79: Content Editing & Admin in Drupal 7

Pages are assembled

79Wednesday, June 26, 2013

Page 80: Content Editing & Admin in Drupal 7

1

3

5

2

4

80Wednesday, June 26, 2013

Page 81: Content Editing & Admin in Drupal 7

Example: Selecting fields21

Full page has all the content

User profile

3 Block shows select fields

81Wednesday, June 26, 2013

Page 82: Content Editing & Admin in Drupal 7

Example: Poll module

1

2

Create the poll

Place the block

82Wednesday, June 26, 2013

Page 83: Content Editing & Admin in Drupal 7

Tools you might see

• Panels

• Drag and drop layout

• Context

• Uses page conditions to decide what to display

83Wednesday, June 26, 2013

Page 84: Content Editing & Admin in Drupal 7

Organizing content

84Wednesday, June 26, 2013

Page 85: Content Editing & Admin in Drupal 7

Example paths

• Paths can be set automatically..

• node/7

• user/3

• Totally custom

• path/to/something

• Or use patterns

• news/europe/title

• chef/jamie-oliverDecided at time of development

85Wednesday, June 26, 2013

Page 86: Content Editing & Admin in Drupal 7

Menus

• Controlled navigation

• Usually done at development time

• Static links

• Enabled

• Disabled

• Nested

• Drop-down (controlled in design)

86Wednesday, June 26, 2013

Page 87: Content Editing & Admin in Drupal 7

Taxonomy fields

Taxonomy

TermVocabulary

Term

Term

Vocabulary

Terms

Child term

Child term

VanillaFlavor

ChocolateVocabulary

Terms

87Wednesday, June 26, 2013

Page 88: Content Editing & Admin in Drupal 7

88Wednesday, June 26, 2013

Page 89: Content Editing & Admin in Drupal 7

Demo: Site structure

• Add a taxonomy term to content

• Change path of existing content

• Add item to the menu

• Show: Acquia “Primary channel” dropdown.

89Wednesday, June 26, 2013

Page 90: Content Editing & Admin in Drupal 7

MAKING IT BETTER!

90Wednesday, June 26, 2013

Page 91: Content Editing & Admin in Drupal 7

Customize the experience

• WYSIWYG

• “Save draft” buttons

• Custom admin menus

• Custom content lists

91Wednesday, June 26, 2013

Page 92: Content Editing & Admin in Drupal 7

Rosetta stones for users

• Give users some help as they learn

Wordpress Drupal(use WP query in template) Views module

Plugin ModulePost types Content types

Posts NodesSidebars RegionsWidgets Blocks

WordPress SEO Meta tags module

92Wednesday, June 26, 2013

Page 93: Content Editing & Admin in Drupal 7

Rosetta stones for users

• Easy to get terms confused

Joomla DrupalComponent Module

Introtext TeaserMaintext Body

Mambot/Plugin Text filterMenu-horizontal Main menu

Module BlockSEF Clean URLs / Pathauto

Static Content Page

93Wednesday, June 26, 2013

Page 94: Content Editing & Admin in Drupal 7

Mollom for moderation

94Wednesday, June 26, 2013

Page 95: Content Editing & Admin in Drupal 7

Moderating content

Flag module

95Wednesday, June 26, 2013

Page 96: Content Editing & Admin in Drupal 7

Build in training

• Demo functionality to stakeholders

• Record demos at key milestone meetings.

• Get content editors involved at the earliest stages so they learn incrementally.

• Testing and learning at the same time.

96Wednesday, June 26, 2013

Page 97: Content Editing & Admin in Drupal 7

Documentation

• Create a central repository for project documentation, gather as you go along.

• Improve inline documentation.

• Content entry screen “help text”.

97Wednesday, June 26, 2013

Page 98: Content Editing & Admin in Drupal 7

Customize content admin training

acquia.com/training/contact

98Wednesday, June 26, 2013