introduction to drupal 6 - pace university to drupal 6 rr_06302014.pdfready reference 063014...
TRANSCRIPT
Ready Reference 063014
Introduction to Drupal 6
Introduction
This page provides instructions for using the Drupal Web Content Management System. Drupal
makes publishing content relatively easy and allows you to modify Pace web pages directly from
your web browser after logging into the site with admin/editor privileges.
Getting Started
To request access to your department’s webpage, your direct report or someone in your area with
admin permissions will need to place a helpdesk ticket. All requests can be submitted to
https://help.pace.edu or by sending an email to [email protected].
Logging into Drupal
Note: The preferred browser to use is Mozilla Firefox
open a browser and navigate to http://www.pace.edu/{Your Site Name Here}/user/
type your MyPace Portal Username and Password
click Login
After authenticating, you will be directed to your profile page. Information on how long you
have been a member to the website will display. To acknowledge you have authenticated
successfully, you will notice a black admin toolbar at the top of the page shown below.
Note: The red box marked below indicates the amount of users and administrator/editors that are on the site.
Note: Please remember to log out of Drupal if no editing is done. To sign out, click on the Log Out (username)
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Overview of administration page components and features
Number Name Description
1 Admin Toolbar Select options to create a page, view various
content, update banner, etc.
2 Header Department or Organizations Name
3 Dark Blue Navigation Bar Navigation bar on all Pace pages
4 Area Banner Banner representing your site
5 Quick links Top right navigation for up to 5 links
6 Teal Blue Navigation Bar Navigation bar on all Pace pages
7 Primary Tabs Tabs to View and Edit page
8 Body Area to display content
9 Primary Links Right side menu containing Drupal pages
10 Footer General University information and links
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Using the File Browser
The File Browser is a central repository for storing files, PDFs, images etc. It can be accessed
within the profile page or when editing a page.
To access file browser from Profile page:
click icon on the far right of the Admin Toolbar
click File Browser in the main window
The toolbar has the following options available:
Icon Name Description
Save images, documents, PDFs, and other
miscellaneous files to the file browser
Reduce the size of the selected image with the
provided dimensions (three sizes)
Delete a file based on what is selected
Adjust the visual dimensions of the image and
optimize its size
Cuts out certain section of an image
Rename a file
Create and remove folders in the directory
Insert images, documents, PDFs, and other
miscellaneous files from the file browser
Upload files
The instructions below show how to upload files to the Drupal site.
select folder from the in the left navigation pane to place an image
click Upload button
The files upload dialog box will display.
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click Browse
navigate to folder that contains the image to upload
select image and click Open
Once the picture file is selected on storage device (e.g., desktop, Network drive),
click Upload
Note: It is not recommended to select a thumbnail (see above) since each of the thumbnails predefined size
may cut out part of your image if the width and height does not have the same dimensions.
Resize an image:
select image to resize from folder directory in the left navigation pane
click Resize on toolbar
type the desired pixel width and height in the spaces provided
Note: Drupal will adjust the height ratio in relation to the width you have specified.
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Crop a file:
select image to crop from folder directory in the left navigation pane
click Crop on toolbar
Once the image is selected, a green box will appear around the picture. Once you click and drag
anywhere within the green box, a red box will display. Within the red selected image is the area
that will become the new image.
To finalize crop:
click Crop
Rename files
select image to rename from folder directory in the left navigation pane
click Rename on toolbar
type file name next to New name
Delete Files
select you desired file from folder directory in the left navigation pane
click delete
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A confirmation box displays:
click OK
Managing Directories for file storage
The user has the option of adding or removing a folder from left navigation directory tree.
To add a folder:
select parent folder from left navigation and under Root
click Directory
type folder name next to Subdirectory name
click Add
Note: the newly created folder will display under selected parent folder.
Editing & Creating a Page
Existing webpages can be modified or a new page can be created for the site.
To update an existing page:
navigate to the desired page
click on the Edit tab
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To create a new page:
hover over Content Management from the Admin Toolbar
hover over Create Content
click Page
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The Drupal page will display:
type the title of page under Title
type the content of webpage under Body
The WYSIWYG Editor Toolbar has the following options available:
Icon Name and Description
Source – View HTML code
Cut – Remove the selected data from its original position
Copy – Create a duplicate from the selected data
Paste – Inserts font, styles, and miscellaneous code
Plain text - Inserts text without formatting
Paste from Word – Inserts content copied from Word
Check Spelling – Review the body of the page for spelling errors
Spell Check As You Type – Enable SCAYT option to indicate
spelling errors
Find – Enter the word or phrase to locate within the page body
Replace – Enter the word or phrase to substitute within the page
Select All – Select all content within the body
Remove Format – Remove all fonts and styles within selected
area
Insert Image – Use the file browser to upload and insert images
to the body of the page
Flash - Insert a SWF animation or a FLV video
Insert Table – Table can be customized with its own color and
styles
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Insert Horizontal Line – A grey horizontal line will appear based
on the cursor’s location when button is selected
Insert Smiley – Place in stylized faces and images
Insert Special Character – Add numbers, characters, and symbols
IFrame – An inline frame is used to embed another document
within the current HTML document
Bold – Change characters to a stronger appearance
Italic – Transform characters to right upward slant
Underline – Draw a line under the selected word
Subscript – A letter or figure written below the line of text.
Superscript – A letter or figure written above the line of text
Insert/Remove Numbered List – Creates a ordered list using
numbers or letters
Bulleted List – Creates a bulleted list
Insert Indent – Positions text further from the margin than the
main part of the text
Align Text Left – Alignment of the text will be on the left margin
of the page
Center – Aligns the content along the center of the page
Right – Aligns the content along with the right margin
or Justified – Distributes the text evenly between the margins
Text Direction – Changes the direction of the text within the
selected area
Insert Link – Select the text or image for which you want to
create a link
Anchor – Anchor is used with link to jump to a specific location
within the same page
Font Name, Size – Drupal provides hidden default font and size.
A selection can be made to change the default font and size
Font Color – Changes the color of your text.
Background Color – Changes background colors, images, or
texts in a document
Maximize – increase screen view of page your editing
Show Blocks – indicates different tags present on page
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Inserting a Image
The following instructions will show how to insert an image to the body of the page.
insert the cursor in the content area where the image will be placed
select the Image icon from the toolbar
select the Browse Server icon once the Image Properties pop-up window appears
click the folder where the image resides
select the image you want.
select Insert File.
click OK.
Links
Create an Internal Link
Internal links refer to alternative pages found within the same Drupal site.
choose the image/text that will have a link attached
select the Link icon from the toolbar
select Drupal within the Link Type drop down list
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type in the name of the page, and the system will show all relevant page names
click on the page you would like
select OK
Create an External Link
An external link is connected to an external webpage or file ( i.e. .doc, .pdf, .jpg, etc.)
Create a link to a website:
choose the image or text that will have a link attached
select the Link icon from the toolbar
click the Link Type URL within the Link pop-up window
click the appropriate procedure (in most cases http://)
type or paste the URL in the URL field
click OK.
Create a link to a file:
choose the image or text that will have a link attached
select the Link icon from the toolbar
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click the Link Type URL within the Link pop-up window
select the Browse Server icon from the File Browser window
select the file or image you want to upload
click Insert File button
Note: Within the URL text field of the Link pop-up window, the path to file should
appear.
click OK.
Edit an Existing Link
click on the text which is linked
select the Link icon
adjust the URL address
Delete an Existing Link
click on the text or image that is linked
select the Unlink icon from the toolbar
Create an Email Link
click on the text you want to link
select Link icon from the toolbar
click Link Type Email from the Link pop-up window
enter the email address. (Optional) Add subject and message body
select OK
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Create an Anchor Link
insert the cursor in the content area where the image will be placed
select the Anchor icon from the toolbar
type the name of the anchor you are making in the Anchor name field
select OK.
Note: Where the cursor was inserted, an anchor icon should appear.
type in and/or click the text which will link to the anchor
select the Link icon
select Link to anchor in the text from the Link Type
choose the proper anchor name from the Select an Anchor Name drop down menu
select OK
Tables
use the Insert/Edit Table button to insert tables. The Table Properties pop-up
window will appear
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Type the amount of Rows and Columns you desire
Input the width of the table in the Width field
Then hit OK
There are a few things to keep in mind before saving your webpage:
Option Description
Input Format By default Raw HTML is automatically selected. Other options such
as: Filtered HTML, Full HTML, and PHP code, may alter the HTML
code that is generated in the body of the page. To prevent unwanted
changes, leave the Raw HTML option selected. Raw HTML leaves
the code in raw format.
Menu settings Within the menu link title, input the text you would like to appear
within the primary links (e.g. menu). Both the title of the page and the
menu link title should be the same..
Meta tags No additional steps are needed. Drupal by default provides the
necessary meta tags.
Revision information. This option allows you to backup any changes you make to your
pages. Create new revision box must be checked off in order to save
any content. Further descriptions of the change can be added in the
log message field.
Authoring information By default new pages will be assigned to person who created the
page. You can change the name to someone else’s with access to site.
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Publishing Options To have a page published for the end user to see, the published
checkbox must be checked. To hide a page and have it only viewable
to an administrator/editor, the published box must be unchecked. The
Promoted to front page and Sticky at top of lists are options only
used for blogs and are not compatible with webpages.
URL path settings The defaulty option for automatic alias is checked off. Thus, Drupal
will assign a URL address automatically based on the title of the
page. To create your own alias, uncheck this option and provide the
address to page, excluding the domain and your departments home
address (e.g., www.pace.edu/ITS/).
Printer, email and PDF Display a printer-friendly icon and/or email icon on a page for
visitors by placing a checkc next to your desired optioins: Show link,
Show link individual comments, and Show Printer-friendly URLs
list.
Comment settings Uncheck Disabled, Read only, and Read/Write to prevent visitors
from commenting on pages.
URL redirects Create a list of URL redirects to point to the page you’re on.
View all Published and Not Published (Non-Published) Pages
All content, published and non-published, are listed on the content page.
click Content Management from the admin toolbar
select content and click list
The content Pages are listed starting from the most recently published down to the oldest. To
view the desired page
click on the title
To make changes to the listed page:
click edit link
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Show Only Items Where – In this section you can filter by status (published and not published)
or type (Page and Webform) and by selecting additional options under each item.
Note: Under the “status” drop down list, discard the following option since they are not being used by Pace’s
site: Promoted to front page, demote from front page, Make sticky, Remove stickiness, Update URL alias,
Delete meta tags
Update Options – Change the status (Publish, Not Publish, Delete) of the Content by selecting.
from the drop down list
Note: When publishing a page, the URL alias may change.
Primary Links
The primary links allow you to rearrange
click Site Building from Admin Toolbar
select Menus and click List Menus
click Primary Links or the name of the website displayed
You will be able to perform the following steps:
rearrange the Menu Items by dragging it up, down, left and right
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click Save configuration