Drupal User Guide: Basics

Introduction to CMS Website Usage and Management

A guide to drupal written by illuminateICT.

 

Follow this guide, using the menu on the left (and page list below), to learn how to create, edit and publish your own webpages.

General Overview of the Website

Your website is powered by a content management system (CMS), which essentially means that much of the information on the website can be easily changed by you or your group's members. Members may login to the site with their user name and password and create and edit content, adding pictures, discussions, newsletter articles, and many other forms of information etc.

Classic (static) websites required experts not only to set them up but to enter their content using complex-looking hypertext mark-up language (HTML) statements, and such sites were therefore much harder to maintain by members of an organisation or group – often, these websites would quickly become out of date and fail to reflect accurately the work of the group as that work evolved.

The particular content management system documented in this manual is called Drupal and is one of the most flexible and extensible systems among many other similar systems in a new generation of high quality CMSs developed and made freely available by the open source community. Drupal has been designed specifically for supporting rich interaction of on-line community groups.

General Layout of your Website

In general, your website will have a layout similar to the following.

Note that, depending on the specific theme (the look) of your site, the graphics and the layout may look a little different to this – your site might not have blocks on both sides of the page, or you might not have blocks at all, depending on how you decide to configure your site.

Getting Started: Creating some Users

Fundamental to your CMS website is the idea of allowing multiple users to manage content and functionality of the site – lightening the load of responsibility of a single person. There are two ways to create a new user on the website:

  1. An anonymous user may self-register a new account – albeit one that must later be authorised by an existing administrator of the site.

  2. An administrator user may create a new user and then later disclose to the new user their access details (i.e. their username and password).

Firstly, this document will describe how to self-register a user, then user administration will be described.

Self-registering a user

Go to the main page of your website, then in the login block, click 'create new account'.

Next, enter a username and email address for the new user and click 'create new account'.

Note that, for security reasons, the self-registered user will not yet be able to log in to your site – you, as the administrator, will make the decision to enable, or later to disable, this account.

Administration of Website users

Now, go back to the main page of your site and log in to the site as the administrator, webadmin.


As the privileged webadmin user, click on control panel icon to access the website's control panel.

The control panel displays many icons that you can click on to control various aspects of your website. The control pages are organised intuitively in the control panel: for example, to create various content on the site, look in the 'create content' area; to administer various functions of your site, look in the 'administer' area; and to adjust advanced settings of you site, look in the 'settings' are.

For this exercise – administering website users - open up the administer area by clicking its title.

Now, click on the 'users' icon.

On this page, you can now see a list of users of your site. Note that, joe is the new user that you registered a few moments ago – note also that this user has the status 'blocked', meaning that they cannot yet use their account. The user webadmin is the user you are logged in as now – this is a special user that has enhanced privileges for controlling all aspects of your site. The admin user is necessary for more advanced management of the site and is reserved for expert use – potentially it could be used to accidentally break your website.


Now, as the administrator, let's enable the newly registered – but blocked - user, joe. First, click on the edit operation next to the user's account.

Details of joe should now be displayed. Note there is an item named status with options 'blocked' and 'active'; click the 'active' option to state that you want this particular user to have access to log in to your website.

Note that, to make final the changes you have made on this page, you must scroll down to the bottom of the page and click the 'submit' button. As a general rule, whenever you change an option or update some content, you will almost always need to scroll to the bottom of the page to click a similar button – this effectively saves the changes you have made.

With the previous steps, you have now allowed a new user to become a member of your website. That user can now contribute in various ways (discussion forums, diaries, articles) to the content of your site, and they can also be informed of news, updates, and events through email bulletins, etc.

Manually Adding a new User

In the previous scenario, a user, calling himself/herself joe, registered with your website and you, as the administrator, finalised the registration process by 'unblocking' their account. The alternative process of registering users is for the administrator (i.e. webadmin) to do the whole of this.

If, via clicking on the control panel icon (see the previous steps to remind you), you navigate back to the user administration page, you'll notice that there is a 'tab' on the page that says: 'add user'. Click this tab.

Now, you will be presented with a form for adding a new user. Enter a username (the name that the user will type to log in to the site), their email address, and a password (write this down) for them, then click 'create new account'.

In some circumstances, this approach to user registration is more appropriate (e.g. the first few accounts are created for a website); but, on the other hand, user self-registration is a great way to encourage growth of your website's on-line community.

Managing User Roles

Whilst it is good to encourage lots of users to become members of your website – indeed, it helps your site to have vitality and diversity – it would not be desirable to have all of those users changing every part of your site. Users of your website, therefore, can be allocated different 'roles', whereby some roles allow greater privileges to altering your site than others.

To understand roles and privileges, it is helpful think about what you want a user to be able to do when they visit/use your website.

  • Typically, when a non-member user visits your site, you will want them to be able to view information and articles on your site but not necessarily change anything – perhaps you would want them only to be able to ask questions on a discussion forum.

  • For a registered member of your website, you may want them, perhaps, to write articles or personal 'blogs' (web diaries), and to join mailing lists, but you will, perhaps, not want them to change core pages of your site or edit other members' content.

  • To ease the burden of managing your website, you will likely want to share editorial responsibilities to a handful – but not all - of registered users, rather than have a single user (e.g. webadmin) be responsible for doing everything – what would happen if they went on holiday!

Such can be achieved through assigning roles to website users. By default, all non-registered users of your site are assigned the role of an 'anonymous' user, and all registered users are assigned the role of 'authenticated' (i.e. registered) user. If you decide that you want a registered user to have more control of the website's content, you can promote them to be an editor – or even a webadmin.

To demonstrate how easy this actually is, let's promote the second user to be a website 'editor'.

Again, return to the user administration page – as in the previous steps – and this time, click edit on the latest user.

Now, on the user's page, click on the role 'editor'.

Finally, as when you changed the 'blocked' status of the other user, scroll to the bottom of the page and click 'submit'. This user has now been promoted to be an editor or your website.

Now that we have done some administration tasks as the webadmin user, let's log out by clicking on the keys icon at the top of the page. Although the webadmin user can do pretty much anything with the site, it is best only to use this account for major administration tasks, especially since mistakes made using this account can have more impact than an account with lesser privileges.

Editing your first page

All good websites should have a 'home' page, the first page that is seen by a person when they go to your website. Currently, your site has only one page – the home page – and it doesn't yet say anything about what you do. As an introduction to editing content of your site, we'll begin by editing the home page.

In order to change the page's content, we need to log in as a registered user who has editing privileges, so let's log in as the editor edward that, conveniently, we created earlier.

Notice how, when we are logged in a as a user with an editor role, the home page appears with 'view' and 'edit' tabs. This means that, if we click the edit tab, we can edit the contents of the page.

Now, you are presented with a form that allows you to edit many aspects of the page. Let's concentrate on the 'body' field, which allows you to edit the contents of the page.

This page can be edited in a similar fashion to a word processing document, though the look and feel of web-pages is often restricted somewhat over that of a word processing document. Nevertheless, text can be entered here, and manipulated with various styles (e.g. headings, bold, italics, bullet points, etc.) - the best way to find out what the various style buttons do is by hovering your mouse pointer over them for a few seconds until an explanation of a particular button is displayed. Also, images can easily be added to your web-page.

This is your website, so write anything now on this page, and try some of the buttons to see what they do.

Now, as in the previous steps, scroll to the bottom of the page and 'submit' your changes by clicking the submit button.

Adding hyperlinks to a page

To add a hyperlink (a link to another webpage on the Internet), simply highlight the text, and click on the hyperlink button (this looks like a chain link). Then, when the hyperlink window appears, type in the address of the webpage, starting with http://..... or paste it in from your browser's address line.

Adding images to a page

Before an image can be added to one of your website's pages it must be 'uploaded' from your computer to the website. To upload an image, click on the small camera icon in the text editor and then when the images window pops up.

In the 'upload' window, type a name for the image that you are about to upload. Then click the 'browse' button to select the image from your computer. To finalise this process, as in the other steps, scroll to the bottom of the 'upload' window and click the 'submit' button. Note that you may have to wait a short time, depending on how fast your Internet connection is, for the image to be uploaded from you computer to the website.

Now that your image has been uploaded, you may insert it into the page by clicking the 'insert' button.

Once the picture is in your page you can drag it around, align it, and resize it as you would with a word processor.

Remember to click the submit button at the bottom of your page to save the recent-most changes.

Important Note: Page width

Since you can add any content to your pages (e.g. images, text, and even tables), you must be cautious not to make the page so wide that it spoils the layout of your site (e.g. pushes the right-hand blocks rightwards and out of the page). In some cases, such as on wide administration pages, this is unavoidable, but in most cases you can resize images and tables accordingly; or if you do want a wide page, then it is possible to hide blocks on certain pages (e.g. if you wanted a big map on a page, etc.).

Creating a new page

So far we have edited an existing page, but the ability to create new pages – or, indeed, any other type of content - will allow your website to grow with information.

To create a new page, make sure you are logged in as a user who is capable of editing core content of the site (i.e. a user with the role of 'editor'). Once you are logged in, click on the control panel icon at the top of the page. Now you should see some icons and categories – notice that there are fewer available for a user with role 'editor' than there were for the more privileged user webadmin.

Since we want to create some content, scan the control panel for the relevant options, and you will see the icon 'create content' and a collapsed icon list also called 'create content'. If you want more information on the types of content you can click the icon, otherwise, to quickly create new content, click on the icon list header.

The icons in the 'create content' area represent different types of content that you can create. They are fairly self-explanatory, but to give you an idea of what each piece is for:

  • blog entry allows you to write entries for your personal diary.

  • forum topic allows you to write a topic on one of your website's forums

  • image allows you to upload an image to your website

  • newsletter allows you to write a special page that will be emailed to a list of newsletter subscribers

  • event – an piece of information that is associated with a time (e.g. a party, a meeting, a holiday). Events can be easily browsed on a calendar by visitors to your website.

  • page allows you to create a new page for your website

  • story is similar to a page, only it is better suited to dynamic content such as reports and news articles that will eventually be archived (i.e. a story about an event that took place, etc.)

Now, by clicking on the page icon, we will create a new page for your website. From this step onwards this scenario is very similar to the one where you edited the 'home' page, only this time you will have to create the page and then add it to your main menu so that users of your website can find it.

As well as having a home page, every good website should have a 'contact' page to tell website users how to contact the group or organisation. Type in a title, and then, as before, type in a some text, and perhaps add some images, to your new 'contact' page.

Now, before submitting the new page, if you scroll down to the bottom of the editing page you will see some advanced options for your new page. By default these options are hidden/collapsed because you don't necessarily need to change them to add a new page, however since we want to add the new page to the website's main menu, we'll want to expand the 'menu settings' options by clicking on the heading.

The 'menu settings' options will be expanded as follows, whereupon you can fill in the title and description for the new menu entry:

Before changing the remaining menu settings, it is important to know how menus are structured on your website. Firstly, there is more that one menu on your website, and it is likely that you will only ever want to change one of them, called 'Site Menu', since this is the menu that appears to users on the top left hand side of your website.

The next import point about a menu's structure is that it is not simply a list of links to pages on your site, but it is a hierarchy of links. This means that related menu items can be grouped to help a user to find related pages whilst avoiding having a very long, flat menu. When you add a new page to a list, you must therefore locate the correct menu, in this case 'Site Menu' or 'Main Menu', and then choose a 'parent' item from within that menu – the new menu item will be grouped below its parent menu item. The last point about menus is that the order in which menu items are displayed in a menu is controlled by assigning a 'weight' to them.

You can experiment by choosing different values for 'parent item' and 'weight' and then submitting the changes to see how the position of the menu item changes. Here are a few possibilities:

Managing and Using blocks

Blocks are containers for additional information that you can add to areas of your webpages. The menu, usually featured on the left-hand side of your site's pages is actually a block. Blocks can make your site more interesting by showing summaries of recent activity on your site (e.g. forum or content changes, etc.) and can allow a user to easily navigate to parts of your site from any page that they are viewing. When logged in as an administrator, you can easily add and remove a wide range of blocks to areas of your site – usually blocks are placed on either the left- or right-side of your pages.

To configure your website's blocks, log in as the administrator and then select the 'blocks' icon from the 'administration' area of the control panel.

The page you see now displays a list of all of the available blocks.

The first column in the list, 'Block', gives the name of the block; the second column, 'Enabled', tells you whether or not the block is displayed; the third column, 'Weight', shows how heavy the block is and thus whether the block should float to the top of the page (above other blocks) or whether it should sink down to the bottom of the page; and the fourth column, 'Placement', describes where on the page the block should be displayed.

The best way to find out what a particular block does – if its name does not suggest this to you – is to simply click the 'enabled' box and submit the changes. The block should then appear on your page. It is recommended that you try enabling at least the following blocks to see what they do:

  • Newsletter

  • Who's online

  • Active forum topics

  • Chatbox discussions

WARNING: Unless you are very confident with advanced management of the site, it is very important at this stage that you do not disable blocks 'User login' and 'Site menu', since these are required for user log-in and site navigation.

Set your website's general information

To let visitor's know who you are, it is important to enter some information about your website and organisation. To do this, login to your site as user webadmin and click on the 'settings' icon of the 'administration' section of the control panel.


Now, enter your site's specific information (name, general email address, a slogan, perhaps, and a mission statement), then scroll to the bottom of the page and click 'save configuration'.

Summary

Well done, you have now learnt the essentials of managing and using your website. You have achieved the following:

  • Understanding the general functionality and layout of your site

  • Creating and managing users of your site

  • Creating and editing content of your site

  • Manipulating blocks to make your website more interesting to a visitor

  • Setting general settings of your site

With these skills it is possible for you to build up your site into a rich source of information for all the world to see. Since all extended functionality of this highly flexible content management system (Drupal) is based on similar principles to those covered in this document, you can potentially explore the options yourself to discover how to use such features as online discussion forums, online live chat rooms, blogging (online diaries for users), email newsletters, etc.