Municipal Reforms Cell Guidelines for Content Management of Drupal 6.0 CMS based Websites

Karnataka Municipal Data Society 1

Guidelines

for

Content Management of Drupal CMS based Websites

Issue No. 1.0

Date of issue 22-12-2011

Authors Smt. Jiss Jospeh Software Developer, Smt. Aruneswari Software Developer, Sri K. Chandrasekhar, APM

Reviewed by Sri Naveenkumar D Spl. Senior Programmer

Approved by Smt. Kavitha Rajaram, RM

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Table of Contents

Objective…………………………………………………………………………………………………………………… 3 1. Requirements

1.1. Overview……………………………………………………………………………………………………..3 1.1.1. Primary Links…………………………………………………………………………………………….. 3

1.1.2. Secondary Links…………………………………………………………………………………………. 3

1.2. System Requirements……………………………………………………………………………………... 4 1.3. User Manual………………………………………………………………………………………………… 4 1.3.1.Roles……………………………………………………………………………………………………….. 4

1.3.2 Accessing a ULB website……………………………………………………………………………….. 4

1.3.3. Creating Blocks…………………………………………………………………………………………. 4

1.3.4. Adding Blocks to Right Hand side …………………………………………………………………… 6

1.3.5. Creating Secondary Links…………………………………………………………………………….. 8

1.3.6. Creating Pages and adding it to Secondary Links…………………………………………………. 9

1.3.7 Setting up of Tiny MCE Editor options ……………………………………………………………... 10

1.3.8 Procedure of setting of permissions to various modules for roles like editor ………………… 13

1.3.9 Procedure for configuring ‘Import Image’ options for Admin role ………………………………. 18

2. Guidelines

2.1 Links, Menus and Block…………………………………………………………………………….. 18

2.2 Uploading and displaying the documents/photos/multi-media / graphic……………………... 19

2.2.1 Steps for uploading files (includes images, PDF documents) …………………………. 19

2.2.2 Steps for importing images files …………………………………………………………… 19

3. Dos and Don’ts for the IT staff ………………………………………………………………………………… 19

3.1 Dos ……………………………………………………………………………………………………… 19

3.2 Don’ts …………………………………………………………………………………………………... 20

4. Contact Information

4.1 Contact Details…………………………………………………………………………………………. 20

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Objective

The overall objective is to normalize the websites of all the Urban Local Bodies (ULBs) so that the websites use the same template to achieve uniformity, consistency and there by the achievable standards during a course of time. The ULB websites are developed using Drupal 6.0.

The objective of this document is to provide the required guidelines, operational instructions for day-to-day content management of the ULB websites.

Intended Audience: All the districts’ Nodal Officers, IT staff of all the ULBs.

1. Requirements

1.1 Overview

ULB Websites has various links categorised as Primary Links and Secondary Links. Primary Links are common accross all ULB's and Secondary links are ULB Specific Links.

1.1.1 Primary Links

Home RTI Tenders Notifications Contact Us Comments/suggestions

1.1.2 Secondary Links (Nice menus)

ULB Specific links (Right hand side links)

City /Town Information Elected Representatives City Council Council Members

Council Proceedings City Staff City Financials Budgets

Annual Performance Reports City /Town Statistics Works Information Completed Works

Ongoing Works Tourism

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General Information (aligned at the left hand side in the website) Downloadable Forms Information on online Applications Aasthi

Asha Kirana Mahithi Birth and Death CMSMTDP

Complaint Registration Fund Based Double Entry Accrual Accounting System 100 Crore grants Project ISHUP

Online Applications Aasthi

Asha Kirana Mahithi Birth and Death Complaint Registration (PGR) 100 Crore grants Project Swarna Jayanthi Shahari Rozgar Yojana KUIDFC -SWIR ISHUP Fund Based Double Entry accrual Accounting System

KMRP Consultants Recruitment Details Civic Amenities Rain Water Harvesting SWM Water Supply Related Links

1.2 System Requirements

Operating System: Windows XP

Browser : IE7 or above

Resolution: 1024 X 768

Font: Nudi (for displaying in Kannada text)

1.3 User Manual

1.3.1 Roles

ULB staffs will be provided with editor privilege for doing the content management

1.3.2 Accessing a ULB website.

a. Type the ULB domain in browser window

b. Login using User Name and Password

1.3.3 Steps for creating blocks (See Figure 1)

a. Go to -> Administer - > Site Buliding -> Blocks b. Go to -> Add Block c. Type Block Description d. Type Block Body e. Save Block

Municipal Reforms Cell Guidelines for Content Management of Drupal 6.0 CMS based Websites

Karnataka Municipal Data Society 5

Municipal Reforms Cell Guidelines for Content Management of Drupal 6.0 CMS based Websites

Karnataka Municipal Data Society 6

Figure 1

Step b.

Step a.

Step c.

Step d.

Step e.

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1.3.4 Steps for adding Blocks to Right Hand side (See Figure 2)

a. Go to -> Administer - > Site Buliding -> Blocks

b. Select the Block Name

c. Select right sidebar from Region combo box corresponds to the block.

d. Click on Save Block.

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Figure 2

Select the Block

Name

Select right side bar

Click Save Blocks

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1.3.5 Steps for creating Secondary Links(ULB Specific Links) (See Figure 3 and 4)

a. Go to -> Administer - > Site Buliding -> Menus

b. Select -> Add Item under Secondary Links

c. Type Title -> Type Path -> Select Secondary Links as Parent Item -> Select weight -> Click

on Submit Button

Figure 3

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Karnataka Municipal Data Society 10

Figure 4

1.3.6 Steps for creating Pages and adding it to Secondary Links. (see Figure 5)

a. Go to -> Create Content - > Page.

b. Give Title -> Contents in Body.

c. Click on URL Path settings -> type a URL

d. Click on Menu Settings -> Give Menu Title -> Select Parent Item as Secondary Links –

Choose weight -> Click on Submit

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Figure 5

1.3.7 Setting up of Tiny MCE Editor options

The following screen shows the options that are required to be set in wysiwyg editor:

Bold Italic Underline

Strike-through Align left Align center

Step a.

Step b.

Step c.

Step d.

Choose secondary Links

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Align right Justify Bullet list

Numbered list Outdent Indent

Undo Redo Link

Unlink Anchor Image

Clean-up Forecolor Backcolor

Superscript Subscript Blockquote

Source code Horizontal rule Cut

Copy Paste Visual aid

Remove format Character map Help

Advanced horizontal rule Advanced image Advanced link

Auto save Context menu Left-to-right

Right-to-left Emotions HTML block format

Font Font size Font style

Fullscreen Inline popups Insert date

Insert time Insert layer Move forward

Move backward Absolute Paste text

Paste from Word Select all Preview

Print Search Replace

Style properties Table Media

Citation Deleted Abbreviation

Acronym Inserted HTML attributes

BBCode Safari compatibility IMCE

Teaser break

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1.3.8 Procedure of setting of permissions to various modules for roles like editor:

Steps:

Login in as Administrator

Administer User Management Permissions

Set / unset the required permissions for editor role (as described in the pages 12 through16).

Logout

The following screen shows the options that are required to be set in Modules by the Admin for various roles like editor:

Permission anonymous

user authenticated

user admin editor

block module

administer blocks

use PHP for block visibility

book module

access printer-friendly version

add content to books

administer book outlines

create new books

captcha module

administer CAPTCHA settings

skip CAPTCHA

comment module

access comments

administer comments

post comments

post comments without approval

contact module

access site-wide contact form

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Permission anonymous

user authenticated

user admin editor

administer site-wide contact form

counter module

administer counter

hide counter

filter module

administer filters

front_page module

access frontpage

image module

create images

delete any images

delete own images

edit any images

edit own images

view original images

image_attach module

attach images

image_gallery module

administer image galleries

image_import module

import images

imce module

administer imce(execute PHP)

menu module

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Permission anonymous

user authenticated

user admin editor

administer menu

menu_attributes module

administer menu attributes

node module

access content

administer content types

administer nodes

create book content

create comment content

create page content

create story content

delete any book content

delete any comment content

delete any page content

delete any story content

delete own book content

delete own comment content

delete own page content

delete own story content

delete revisions

edit any book content

edit any comment content

edit any page content

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Permission anonymous

user authenticated

user admin editor

edit any story content

edit own book content

edit own comment content

edit own page content

edit own story content

revert revisions

view revisions

path module

administer url aliases

create url aliases

search module

administer search

search content

use advanced search

system module

access administration pages

access site reports

administer actions

administer files

administer site configuration

select different theme

taxonomy module

administer taxonomy

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Permission anonymous

user authenticated

user admin editor

upload module

upload files

view uploaded files

user module

access user profiles

administer permissions

administer users

change own username

views module

access all views

administer views

views_export module

use views exporter

1.3.9 Procedure for configuring ‘Import Image’ options for Admin role:

Steps: 1. Login into the website as ‘Admin’ 2. Administer->Site Configuration->Image 3. Check that in the page opened up, in the Files and Sizes tab the value for ‘Default Image Path’ is

set as ‘images’. 4. Click on ‘Image Import’ tab 5. Set the ‘Import Path’ as ‘sites/www.<ULB/UDA name>.gov.in/files/ 6. Click on ‘Save’ button.

2. Guidelines

2.1 Links, Menus and Block

a. Newly added Menu links from ULB’s should come under secondary links menu called Nice Menus.

b. New Links should not be added in Primary Links Menu other than Secondary Links Menu.

c. While adding a new block by ULB’s, the position of the Block should be on the Right Hand Side of the website.

d. No changes should be made in any links under Primary Links Menu.

e. No Blocks should be added to the left hand side of the website.

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f. City Summary Block structure should not be altered, ULB can change the values on the right column

of the city summary block.

g. At the bottom of the each webpage, the Official Designation of the ULB Official Should be provided.

2.2 Uploading and displaying the documents/photos/multi-media / graphic

a. All the documents should be in PDF format.

b. Photos of functions conducted by ULB’s should be placed in the Photo Gallery Link provided on the

right hand side of the website.

f. All photos should be in JPEG/JPG/PNG format having width 110 and height 130 pixels (max size: 800kb).

e. There should not be any animations anywhere in any pages of the web site.

f. There should not be any advertisement anywhere in any pages of the web site.

g. Photos other than JPEG/JPG/PNG should not be placed anywhere in the any web pages.

2.2.1 Steps for uploading files (includes images, PDF documents)

1. Login into the website as editor 2. Under the ‘Create Content’ menu, select one of the content types (available options are: ‘Book Page’,

‘Comment’, ’Image’, ‘Page’, ‘Story’). 3. It is not needed to fill values for title / Image/Body fields in the opened up screen. 4. Below the rectangular area of ‘Body’, we can find the following links in the same order:

a. Input format b. Book outline c. Revision Information d. URL path settings e. File Attachments f. … g. …

5. The ‘File Attachments’ link should be selected. 6. Then in the offered controls we can use ‘Browse’ button to browse and select a file of choice which

needs to be uploaded to the server. 7. Then press ‘Attach’ button. Repeat steps 5, 6 and 7 to attach multiple files. 8. To have the files uploaded in the server correctly, we must press ‘Save’ button at the bottom.

2.2.2 Steps for importing images files (includes images, pictures of formats jpg, jpeg and png)

Steps: 1. Login into the website as ‘editor’. 2. Administer->Content Management->Image Import (Refer section 1.3.9 prior to this step) 3. Select (using check boxes available on the left hand side) the required images to be imported to

‘images folder from files directory (sites/www.<ULB/UDA name>.gov.in/files/) 4. For the above step to be successful, it is assumed that the editor has successfully completed the

above step 2.2.1

3. Dos and Don’ts for the IT staff

3.1 Dos

1. Do type (using the standard keyboard as the input device) the content that needs to be provided. 2. Use the suggested browsers (including their suggested versions or higher versions)

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3. When it is required to copy and paste a piece of text, make sure that the source of the text is of the same browser and version as suggested / a safe website / a trusted source of information and also use the

option ‘Paste from Word’ ( ) from the tool bar. 4. The basic template / skeleton of the website (including primary links, secondary links, blocks, the footer

and the header) along with the supplied colors and shades should be kept intact at all the times. 5. Publish/update only an approved content and periodically/on need basis update and check the health of

your respective website. 6. If needed do attend a training session (can be requested with the application owner) to get familiar with

the content add/update process. 7. Go through all the available documentation before attempting any content update / addition in the live

website 8. In case of any doubt / any needed clarification contact the concerned contact persons.

3.2 Don’ts

1. Do not ever copy and paste (on any of the pages / menu items / fields of the pages etc.) content from un-trusted sources (for example sources like: unsafe websites, content from different browsers / links resulting in various types of attacks / malpractices etc.)

2. Never delete any content and any type of content. 3. Do not alter the look and feel of the website (like the adding new menu items / blocks resulting in change

of basic skeleton) 4. Do not tamper the contents and avoid sharing the login information (username and password) with

others.

4. Contact Information

3.1 Contact details

In case of any problems, queries and needed assistance, the following can be contacted:

---- THE END OF THE DOCUMENT ----

S. No. Name Designations Phone E-Mail Id

1 Sri Naveen kumar D Special Senior programmer 23003100 Extn. 3112 Naveen.mrc@gmail.com

2 Smt. Jiss Joseph Software Developer 2300 3100 Extn. 3152 jisssjosephk@gmail.com

3 Sri Ravikumar AAB Senior Programmer 2300 3100 Extn. 3153 Ravikumar.aab@gmail.com

4 Karri Chandra Sekhar Asst. Project Manager 2300 3100 Extn. 3143 Karri.chandrasekhar@mrc.gov.in