Drupal Manual

Logging In

Log in to your Drupal site at [base url] /user - on dev, that url is http://drupal.gainesintl.com/user. Once the site is live, it will be http://www.gainesintl.com/user

Once you're logged in, the site will now have the black "Admin Menu" at the top of each page.

Find content

Hover over the gray tab on the far right of the Admin Menu and click Find Content to see a list of every page on your site.

Adding and editing content

To add content, start from the Admin Menu underneath the logo on the left side of the site. Click "Add content".

Choose "Basic Page".

Since there are no significant differences between adding and editing content, we'll now go through all of the various fields and options from the perspective of adding it for the first time, but keep in mind the same rules apply when you go back to edit the page.

  • Title - This shows up as the page's title tag at the top of the browser window. It should be a title you use internally to identify the page within Drupal.
  • Main Header Area - This is the big, bold text that appears at the top of each page. 
  • Body - This is the main area of the page where the content will live. It uses a WYSIWYG editor (What You See is What You Get)
    • External Links - To add a link, select the text you'd like to be a link and click the icon with the little globe and the chain link. When adding links to external sites on the web it's important to choose Target > New Window (_Blank) so that people do not find themselves navigating away from your site accidentally.
    • Internal Links - Before adding a link to an internal page, be sure to verify the path of that page--navigate to the desired page and select the URL, excluding the domain itself, so that the URL starts with the leading slash "/". The path for this page would be "/drupal-training".
    • Styles dropdown - Select the text you'd like to change and select the style you'd like from the dropdown.
    • Adding Images - To add an image, click on the media icon on the far right of the WYSIWYG toolbar.  Browse for an image and insert.  You can also click on the Library tab to choose an image you've previously uploaded.
    • Menu settings - Select "Provide a menu link," type in the name as it should appear in the menu, and choose the appropriate menu parent.
    • Meta Tags
      • Description - This will go in the Meta Description tag. While it is not visible on the page itself, it will show up on search engine results pages, like when someone Googles you, this sentence will show up under your page title. Write this content with both search engine spiders and users in mind. Do not pack it with keywords that don't really show up in the content of the page--this can incur serious penalties (being bumped from search results), but don't sell your page short--if you want it to rank for 'Communication Arts' and those words appear within the content, then by all means include them.
      • Keywords - Add keyword phrases, separated by commas, that you are targeting for SEO. Try to really get inside the heads of your potential clients... what would they be Googling? Do not go overboard with this field. Packing too many in and using ones that do not appear in your content is frowned upon. Try 3 - 6 phrases is recommended.
      • Title - This should be the primary keyword phrase targeted by this page, and we recommend it be identical to the content of most keyword rich header (ie: the MainHeader or the SubHeader - whichever you've indicated is most keyword rich on the Most Keyword Rich radio button control)
    • Revision information - This is a very handy and important feature--that will save your butt! If you are working on the content of a complicated page, aways be sure to check the box for Create New Revision. Naming these revisions is recommended. Keep in mind that this creates a new branch for your changes--going back into the page and saving new edits without creating a new revision will add to the latest revision branch. Therefore, to save a version of the page to revert to later, you must not only save your changes with the "Create New Revision" option checked, but you must then also edit again and create a new revisions so that subsequent changes are added to the new branch--leaving the pervious one as a time capsule.
    • URL Path Settings - If "Automatic alias" is left checked, the URL (also known as path alias) is created based on the menu title and it's place within the menu tree of the site. This is recommended. If you require the path alias to be different than the one created automatically, uncheck the page and type out your own. Be sure to use only web-safe characters, letters, numbers and dashes--no spaces.
    • Comment Settings - Outside of the Blog section, this should always remain set to "Closed". Within the blog, the default is "Open", unless you wish there to be no comments allowed on a specific blog page/post.
    • Authoring Information - This allows you to set time and date information under "Authored on". The Authored By column can always be left as the default, as this field does not show up on the site.
    • Publishing Options - By unchecking "published" you will cause the page to no longer appear in menus, and only logged in users will be able to see it.

Blocks admin

Blocks are the areas of content on your site. These make up all of various pieces of content surrounding the main body, but for your purposes you will only need to use the Blocks Admin for the Sidebar Right blocks.

On the Admin Menu go to Structure > Blocks > Redmond. Scroll down to Sidebar Right and you should see some familiar blocks. The pull handles on the left allow you to change the order of the blocks--be sure to click Save Blocks at the bottom after you've made your changes.

To change the content of a block, click Configure to the right of the block. This will update it on every page where this block appears.

Page-specific callouts - Your site does something special with blocks. On each page, there is a callout field that allows you to add one more more blocks that only show up on that specific page. You cannot edit these from the Blocks admin, you can only change their content on the Edit screen for that page.

Webforms

Webforms start out just like the Basic Page content type, but after you create it, you'll see an extra tab. In addition to View and Edit, there is Webform, where you can add form fields.

Each type of field has its own settings, and the instructions for adding each one are pretty self-explanatory. Be sure to add fieldsets, because the styling for your site (CSS code written to format the colors, layout, fonts and images) relies on form fields being inside of a fieldset. This makes everything look consistent within those gray boxes. Typically, fieldsets are there to include a title for a group of fields, but if you don't want to include a name, just make the label <none>. Once your fieldset is created, move the desired items under it using the little pull tabs to left.

In addition to adding and editing the form fields (from the Form Components sub-tab), you can edit what email address receives the form submissions.

All form submissions are also saved within Drupal. They can be viewed on the Results tab in various presentations - The Submissions tab displays a simple list of the time of each submission with a link to view it, Analysis gives you a more detailed view of each result, and the Table is yet another detailed view. You can also download the results in various formats, such as Excel.

User admin

From the Admin Menu go to People > Add user

Fill in the necessary fields and, assuming you wish them to help add content or administer the site in any way, check the box for Client Admin under Roles.

Adding images for use in the Constant Contact HTML Email Template

Log in to Drupal admin and navigate to http://www.gainesintl.com/node/68/edit

Add images to the body by clicking the "Add Media" button (far right on the body WYSIWYG editor).

Images are added to the following path: http://www.gainesintl.com/sites/default/files/