Drupal User Guide - entice.web.cern.ch · be-bi.web.cern.ch/_site/) You will be redirected to a...
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Transcript of Drupal User Guide - entice.web.cern.ch · be-bi.web.cern.ch/_site/) You will be redirected to a...
DrupalUserGuide
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DRUPALUSERGUIDE
TableofContentsI. Introduc@on 2............................................................................................................................................
II. Crea@ngaBasicPage 2..............................................................................................................................
III. Crea@nganAr@cle 5..................................................................................................................................
IV. Crea@ngaContentType 5.........................................................................................................................
V. InstallingaModule 7.................................................................................................................................
VI. Crea@ngaBlock 9......................................................................................................................................
VII. Menus 10...................................................................................................................................................
VIII. Mul@media:Inser@ngImagesandVideosintotheBodyofContentTypes 11.........................................
IX. Taxonomy 12.............................................................................................................................................
X. RestrictedAccess 13..................................................................................................................................
XI. MakingyourwebsiteMul@lingual 13........................................................................................................
XII. CloningaWebsite 16.................................................................................................................................
XIII. Crea@ngaRSSfeed 16...............................................................................................................................
XIV. UsefulLinks 17...........................................................................................................................................
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I. Introduc@on
DifferentFeatures:
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II. Crea@ngaBasicPage
Defini@on:apagethatyoudonotnormallyupdateandisusuallylinkedtoamenu.Itisbestprac@cetouseaBasicPageforcrea@ngthemainpagesofthewebsite(AboutUs,OurServicesandsimilar)–allofthepagesthatarelinkedtothemenuontheBE-BIwebpages.
Steps:
1. Goto:ContentàAddcontentàBasicpage
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2. Awindowliketheonebelowwillappear
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3. Adda@tletothepageandselectthelanguageinwhichthebodyiswri_en.Addsomecontentinthebodysec@on
4. Choosewhethertoaddamenulink.Ifyes,morefieldswillappear.
- Menulink@le:Youcangivethemenulinkadifferent@tlethanthemenupage.
- Parentitem:Select<Mainmenu>astheparentitem.
- Weight:Theweightinfluenceshowfarrightorleethelinkwillappear.TheBIhomepageissettoaweightof0whichmakesitthelandingpage.Aweight>0putsthelinktotheright.Thebiggerthenumberthefurthertotherightthelinkwillbe.Aweight<0putsthelinkonthelee.Forexample,theBEhomelinkhasaweightof-1.
5. Oncethepagehasbeencreated,youcanprovideatransla@on
Note:Toaddahyperlink,selectaword/sentenceoranimageandclickonthehyperlinkicon.Youcanthentypeinorcopy/pastetheURLlink.Nextgotothe‘Target’tabandselectthetarget–NewWindowandSameWindowarethemostused.
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Toaddatransla@on:
Ifyourwebsiteisn’talreadymul@lingual,pleaseskiptosec@onfirst.
1. Clickonthetranslatetab
2. Awindowliketheonebelowwillappear
3. ClickonaddtotranslatethepageintoFrench
4. Apagesimilartothebasicpagewillappear.Youcantheneditallofthefields–@tle,bodyandmenulink@tleandwritethemallintheotherlanguage–inthiscaseFrench
- InthemenusejngsclickmenulinkenabledonlyfortheFrenchlanguageifthemenulinksforFrenchandEnglisharedifferent
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5. KeepthesamesejngsasfortheEnglishpage.
6. Ifyoueverneedtoeditanything,clickonthetranslatetabandyoucaneditboththeEnglishandFrenchversions
Note,ifyouwanttofindapagethatdoesn’thaveamenulink–orevenonethatdoes-clickoncontentinyourdashboardforalistofallofthecontentonyourwebsite
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Fromhere,youcanclickonthecontentyouwanttoseeoredit.
III. Crea@nganAr@cle
Defini@on:usedforcontentthatisupdatedoeen.OntheBE-BIwebsite,allofthesec@onpagesandtheinstrumentpagesarear@clecontenttypes.
Theprocessofcrea@nganar@clecontenttypeisverysimilartocrea@ngabasicpage.Themaindifferenceisthatanar@clealsohastheaddedfeatureofallowingtheadminusertoaddanimageandtags.
Steps:
1. Goto:ContentàAddcontentàAr@cle
2. Usethesamesejngsasforabasicpage.Note:ar@clesdonotusuallyhaveamenulink
3. Youcanaddtransla@onssimilarlytoabasicpage
4. Tofindyourar@clegotocontentandalistwithallofyourcontentwillappear
IV. Crea@ngaContentType
Atsomepointyoumightwanttocreateyourowncontenttype,tobeabletohavemorespecificfields.Forexample,thecontenttypeimageswasaddedtobeabletouploadimagestobeincludedintheslideshowsandtags(termreferences)werealsoaddedtocustomisewhatcontentappearsinthedifferentslideshows.
Steps:
1. Goto:StructureàContenttypesàaddcontenttype
2. Giveyourcontenttypeanameandpossibleadescrip@on
3. Inpublishingop@ons:select
- Defaultop@ons:published,unselectpromotedtofrontpage
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- Mul@lingualsupport:enabledwithfieldtransla@onandselecthidetransla@onlinksinthefieldthatwillappear
4. Indisplaysejngs:
- Un@ckdisplayauthoranddateinforma@on
5. Incommentsejngs:
- Defaultcommentsejngfornewcontent:hidden
6. Otherfeaturesareavailable,butthosearethemainchangestobedone.
7. Clickonsaveandaddfield
8. Anerror(shownbelow)willappear,promp@ngyoutorebuildpermissions.Dothisnow.Thisprocessmighttakeacoupleofminutes
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9. Oncethisisdonegotostructureàcontenttypestofinishedi@ngyournewcontenttype.
10. Alistofallofthedifferentcontenttypeswillappear(shownbelow),clickonedit
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11. Gotothe‘managefields’tab.Fromhereyoucanaddnewfieldsforyournewcontenttab.Forexample:
- Tags:fieldtype=termreference.Widget:choosefromautocomplete,checkboxesorselectlist.Onceyou’vemadethosechanges,youwillbepromptedwithavocabularytochoosefrom,selectthecorrectone(machines,sec@ons,tags–moreexplana@onabouttagswillbegivenlater).Followthroughthefollowinstruc@onsbeforesavingthesejngs.
- Image:fieldtype=image.Youwillbepromptedtofollow-up
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12. Youcanthencreatecontentofyournewcontenttype.
V. InstallingaModule
Defini@on:amoduleisacollec@onoffilesthatcontainsomefunc@onality(ex:transla@on)
Note:Beforedownloadinganynewmodule,itisalwaysbestprac@cetodoabackupincasethingsgowrong.TodoabackupoftheBItestpage,gotothemainpageandadd/_siteattheendoftheURL(ex:h_ps://test-be-bi.web.cern.ch/_site/)
Youwillberedirectedtoapageliketheonebelow:
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Fromhereclickonbackupandrestore.
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Enteratagforyourbackup–itcanjustbethenameofthemoduleyou’reabouttoinstall,sothatifthingsdogowrong,youcanrestoretheversionofyourwebsitebeforetheinstalla@onofyourmodule.
Onceyou’redone,gobacktotheoriginalURL(ex:h_ps://test-be-bi.web.cern.ch/en)andproceedwithinstallinganewmodule,pleasefollowthestepsbelow.
Steps:
1. GototheDrupalwebsite(h_ps://www.drupal.org/)anddownloadthezippedfile
2. Goto:ModuleàInstallnewmodule
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3. Anewwindowliketheonebelowwillappear.Clickonbrowseandimportthezippedfilethatyoudownloadedatthestart
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4. Youwillnowneedtoenablethemodule.GotoModule.Awindowliketheonebelowwillappear
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5. Usingthesearchfunc@onorthemenuontheleefindthemodulethatyouhaverecentlyuploadedandenableittobeabletouseitsfunc@ons
Note:Somemodulesrequireothermodules,soyoumightneedtodownloadthemand/orenabletheminordertouseyourmodule.TheDrupaldocumenta@onwilltellyouwhichmodulesyouwillrequire.Addi@onally,intheModulepage,undereachmodule,youcanfindmoreinforma@onabouteachmodulesrequirementsandalsowhatothermodulesneedthemoduletowork.
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VI. Crea@ngaBlock
Defini@on:blocksaretheboxesofcontent(ex:search,usefullinks)thatcanbedisplayedinregions(ex:sidebar,footer,etc.)onyourpage.
Steps:
1. Goto:StructureàBlocks
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2. Youwillberedirectedtothisblockswindow.Ausefulfeatureofthiswindowis‘Demonstrateblockregions(CERN)’.(shownbelow)
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Byclickingonthisyouwillberedirectedtoademonstra@onpage(seebelow)withhighlightedregions.Thisenablesyoutoseewhereyourblockwillappear.Rememberthenameoftheloca@onofwhereyouwouldliketoputyourblockandexitthedemonstra@on.
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3. Youwillberedirectedbacktotheblockspage.Clickonaddblock
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4. AddaTitletoyourblock(op@onal)–theuserswillseethis@tle
AddaDescrip@on–seenbyyouontheblockspage
Addsomecontenttothebody
5. RegionSejngs:specifytheregioninwhichtheblockshouldbedisplayedàseethehighlightedregionsabove
➔ Note:if–none-isselectedtheblockwillnotbevisible
6. Configurethesejngs:
- Pages:eithershowblockonspecificpagesoronallofthem.Use<front>todisplayonthefrontpage
➔ Note:theFrenchandEnglishpagesdonothavethesameURL
- Languages:iftheblockneedstobetranslatedmakeittranslatableandshowthisoneonlyforthespecificlanguage,otherwiseleaveeverythingunchecked
- Contenttypes:showblockonlyforspecificcontenttypes.Leaveeverythingunchecked
- Roles:showthisblockonlyforspecifictypesofusers.Checkaccordingly.Ifnothingischeck,theblockwillbevisibletoeveryone
- Users:checknotcustomizable
7. Saveblock
Note:youcanchangetheloca@onoftheblockontheblockswindow(seebelow).Alwaysscrolldownthepageandsavethenewconfigura@onwhenyouaredone.
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VII. Menus
Defini@on:acollec@onoflinks(menuitems)usedtonavigateawebsite.Themainmenu,istheonethatconcernsus,asthesearethelinksthatalloftheuserswillseewhentheygotothewebpages.
Steps:
1. Goto:StructureàMenus
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2. Clickonlistlinksofthe‘mainmenu’
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3. Awindowwithallofthemainmenulinksonthewebpagewillappear.(shownbelow)Fromhereyoucaneasilychangetheweightofthedifferentlinkstotweaktheorder.Makesurethatyoualwaysscrolldownthepageandsavetheconfigura@ontomakesurethattheneworderispreserved.Alsoifyouwanttocreatealinkonthemenuthatsenddirectlytoanotherpage/URL(ex:Madeleine’sCorner)selectaddlink.Fromhereyouwillbepromptedtoadda@tleandapath.Youwillalsobeabletochangetheweightofthisnewlinkandselectalanguage.Similartocrea@ngabasicpagewithmenulink.
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VIII. Mul@media:Inser@ngImagesandVideosintotheBodyofContentTypes
Inser@nganimageintothebodyofacontenttype(ex:ar@cle,basicpage)consistsofcopypas@ng.TheonlythingthatyouwillwanttowatchoutforisthatthetextformatisfullHTML.
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Inser@ngavideoontheotherhandrequiresafewaddi@onalsteps.
1. Findthevideoyouwanttoinsert
2. IfitisaYouTubevideoforexample,youwillwanttofindthe‘embed’pieceofcode.Tofindthis,gotoshareàembed(seebelow)
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3. Makesurethetextformatis‘Plaintext’andcopyandpastethecode.
4. Nowswitchbackto‘FullHTML’andaboxliketheonebelowwillappear.Thisiswhereyourvideowillappearwhenyousavetheblock
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5. Savetheblockandexittheeditwindow
Note:Ifyouwouldliketofindouthowtomakeaslideshow,watch:h_ps://www.youtube.com/watch?v=IoUg69kNy5s&index=44&list=PL15BE2E8313A4E809
IX. Taxonomy
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Defini@ons:taxonomyisDrupal’swayoforganisingcontent.Relatedtermsaregroupedinvocabularylists.Addi@onally,termscanbeassociatedwithcontentthroughtheprocessoftagging.
Steps:
1. GotoStructureàTaxonomy
2. Fromhereyoucaneitheraddanewvocabulary–listoftermsORadd/edittermsinoneoftheexis@ngvocabularylists.
- Newvocabulary:clickonaddvocabulary.Youwillthenbepromptedtoadda@tletothisvocabulary.Aeerthis,youwillhavetheop@ontoaddtermstothisvocabulary
- Add/Editterms:toaddtermsyoucandirectlyaddthemfromthetaxonomywindowbyclicking‘addterms’orclickon‘listterms’andthen‘addterms’.Toeditterms–clickon‘listterms’andthen‘edit’nexttothetermyouwanttoedit.
X. RestrictedAccess
Youmightwanttorestrictaccesstocertaincontenttypes.Forexampleyoumightwantapagethatcanonlybeseenbycertainusers,ormaybeimagesthatshouldonlybeshowntocertainpeople.InordertodothisgotoConfigura@onàPeopleàNodeaccess.Fromthiswindowyouwillbeabletocontrolwhocanview,editanddeleteallofthedifferenttypesofcontent.Forexample,youmightwanttocreateaCERNOnlyBasicPagecontenttype.
XI. MakingyourwebsiteMul@lingual
Youmightwanttomakeyourwebsitemul@lingual,sothatit’sbothinFrenchandinEnglishforexample.Toachievethis,youwillneedtodownloadafewmodules.Ialsosuggestwatchingthisvideo(h_ps://www.youtube.com/watch?v=lW8eimp54yM)whichexplainseverythingstepbystep.
Note:Drupalprovidesthefunc@onalitytomakeawebsitebilingual,howeveritdoesnotprovidethetransla@ons.Youwillneedtoprovidethetransla@onsyourself.
Steps:
1. DownloadtheEn@tyTransla@onandInterna@onaliza@onmodules(youmightalsoneedtheVariablemodule)
2. [email protected]@tyTransla@onandInterna@onaliza@onmodules
3. Youwillthenmostlikelybeaskedtoac@vatesomemoremodules
4. Youwillalsowanttoac@[email protected]@onandvariableTransla@on
5. Oncedone,checkthatallofthemoduleshavebeenproperlyac@vated–you’renowreadytoaddsomelanguagestoyourwebsite
6. Gotoconfigura@onàRegionalandLanguageàLanguagesàAddLanguage
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7. SelectoneofthePredefinedLanguageandSelect‘AddLanguage’.Ifitisn’toneoftheavailablelanguagesyoucancreateacustomlanguageofyourown.Onceyourlanguageiscreatedyouwillhaveadefinedpathprefix–thiswillhelpyoudis@nguishbetweentheinstancesofyourwebsiteinthedifferentlanguages.YoudonotneedtoaddasecondEnglishlanguageasisdoneinthevideo.
8. Youthenneedtoaddthedetec@onandselec@oncriteria
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9. SelectURLdetec@onmethodforboththeuserinterfaceandthecontentandclick‘Savesejngs’
10. Youwillthenneedtoac@vatethetransla@onforalltherelevantcontenttypes
11. GotoStructureàContentTypes
12. Youwillthenwanttoedittherelevantcontenttypes.In‘Publishingop@ons’select‘Enabledwithfieldtransla@on’andselect‘Hidecontenttransla@onlinks’
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13. Onceyou’redonesavethecontenttype.Followthesamestepsforalloftheothercontenttypes
14. GotoModulesandsearchEn@tyTransla@on
15. Totheright,[email protected]‘Configure’
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16. Fromhereyoucandecidewhichen@tytypescanbetranslated.Makesurenodeisselected
17. UndertheNodetabyouwillseeallofthedifferentcontenttypeswhichhavetransla@onenabled
18. Ifyouwritepredominantlyinonelanguageyoucansetitasthedefaultlanguagehere.Youwillwantto‘Excludelanguageneutralfromtheavailablelanguages’
19. Onceyou’redonesavethenewconfigura@on
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Note:Ifyoustruggletotranslatecontent,makesureyouhavedownloadedtheTitlemodule.Youwillthenneedtogotoeachcontenttypeandreplacethenecessaryfields.Youwillbepromptedwithareplaceop@onintheopera@onsop@ons.(GotoStructureàContentTypesandselect‘managefields’fortherelevantcontenttypes)
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Foreachfieldyouwillneedtoenablethetransla@onifrequired.Forexampletoenablethe@tlefield:click‘edit’andscrolltothebo_omofthepage.Underthe‘Fieldtransla@on’sec@onyouwillseetheop@onsbelow.Ifthefieldisnotalreadytranslatableyouwillhavetheop@on‘Enabletransla@on’insteadof‘Disabletransla@on’shownbelow.Click‘Enabletransla@on’ifnecessaryandthen‘Confirm’.Onceyou’redonesave.
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20. You’renearlydone,theonlythingleetodoisadda‘LanguageSwitcher’blocksothatyoucaneasilyswapbetweenthetwolanguages.
21. GotoStructureàBlocksandenablethe‘LanguageSwitcher(userinterfacetext)’block.Irecommendpujngitintheheadersec@on
22. [email protected]@onstepsinsec@on‘II.Crea@ngaBasicPage’.Rememberyouwillneedtoprovideallofthetransla@ons.
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XII. CloningaWebsite
Cloningawebsiteisaveryeasyprocess.
Steps:
- Gotothedes@na@onsite
- Goto[nameofyourwebsite].web.cern.ch/_site/clone
- Choosethesitethatyouwishtoclonefromandclickon“Clonefrom”
IfyouhaveanyproblemspleaserefertothisforumpostonENTICE:h_ps://[email protected]/clone-site
andalsohavealookatthisuserguide:h_p://[email protected]/book/drupal-infrastructure-services/site-management/clone-site
XIII. Crea@ngaRSSfeed
YoumaywanttoaddaRSSfeedtothewebpages.RSSfeedscanmakethecontentmoredynamic,withouthavingtodoextrawork.Afewfeedsarealreadyincluded,[email protected](� )itmeansthatthereisanRSSfeedavailableforthiscontent.
Steps:
1. GotoConfigura@onàWebservicesàFeedaggregator
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2. Awindowshowingallofthecurrentfeedsandtheirlastandnextupdateswillappear
3. Clickonaddfeed
4. Giveyourfeeda@tle
5. FindtheURLofthefeed.Remembertolookforthissymbol-�
6. Choosetheupdateintervalandthenumberofitemsinyourblock
7. GotoStructureàBlocks
8. Findyourfeedblock,thenamewillbesomethingsimilarto‘[@tle]feedlatestitems’andchangeitsregionloca@on
9. Gobacktofeedaggregatorandclickonupdateitems
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10. Yourfeedshouldthenappearinthedesignatedloca@on
Note:ToaddafeedfromtheCERNDocumentServer,pleaserefertothislink(h_ps://twiki.cern.ch/twiki/bin/view/CDS/CERNDocumentServerBrowserIntegra@on)[email protected],atthebo_omofthepage,youshouldseetheRSSfeedop@on.
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XIV. UsefulLinks
CERNspecificDrupalforum:
h_ps://[email protected]/forums/general-discussion
- Usefulforgeneralques@onsaboutDrupalandalsoCERNspecificques@ons
DrupalFirstTimeUserGuide:
h_ps://www.drupal.org/node/877140
- GivesagoodoverviewofDrupalgivingafeelforhowitworks
- Insightsandlinkstostartlearning
DrupalOverview(YouTubeVideo):
h_ps://www.youtube.com/watch?v=25-RMAPtYnQ
- Goodvideotogetstarted
- Buildsasimplewebsitefromscratch
DrupalTutorials(SeriesofYouTubeVideos):
h_ps://www.youtube.com/watch?v=r6rllB4-xoE&index=4&list=PL15BE2E8313A4E809
- Simpletomoreadvancedtutorial
- Eachtutorialfocusesononepar@cularfeatureofDrupal
MakingaDrupal7websitemul@lingual(YouTubeVideo):
h_ps://www.youtube.com/watch?v=lW8eimp54yM
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- Goesthroughthewholeprocessofmakingawebsitemul@lingual
- Stepbystepinstruc@ons
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