Setting Up, Customizing Drupal

Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
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Lynda.com video series
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Informational papers
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Drupal Essential Training
Drupal 6: Online Presentation of Data
Build a Great Drupal Website... (TNT)
How to Make an Online Store Look
Great... (TNT)
Building an Enterprise-Class Web Site
with Drupal (Mediacurrent)
Guide to Large-Scale Publishing with
Drupal (Mediacurrent/Phase 2)
Drupal 7: Visual QuickStart Guide
(forthcoming book)
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What you’ll learn
11 takeaways
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Part 1: Set up
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Part 2: The basic basics
plus two bonuses
in six segments
~ Break ~
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Part 3: Make it friendly
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Part 4: Add functionality
~ Break ~
(averaging 25
minutes each)
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Part 5: Maintain and protect
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Part 6: Bonus stuff
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
What you’ll learn
Part 1: Set up
. Setting up Drupal's environment
on a Mac or Windows computer
2. Downloading and installing Drupal
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
What you’ll learn
Part 2: The basic basics
. Changing your site's basic
look and feel
. Saying your piece: Creating
and manipulating content
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
What you’ll learn
Part 3: Making it friendly
. Controlling users
(so they don't control you)
6. Creating a flexible layout
with blocks
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
6
What you’ll learn
Part 4: Add functionality
7. Enabling and using Drupal's
hidden features
8. Finding and installing great
extensions (“modules”)
9. Five modules you must install
graphic courtesy Kent Bye, kentbye.com
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
7
What you’ll learn
Part 5: Maintain and protect
0. Updating and
maintaining your site
. Backing up and moving
your site
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
8
What you’ll learn
Part 6: Advanced bonus stuff (if there’s time)
. Roll your own content
types with CCK
. Introduction to complex
data display with Views
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
9
What you won’t learn
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General computer skills
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*nix (well, not much)
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Dealing with an ISP
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Server administration
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Apache, SQL, or PHP
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Design, theming
(but stay for Sheena’s session!)
Site content
SEO, site promotion,
monetization
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
0
But first…
The obligatory “What is Drupal” shtick
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Builds and runs dynamic web sites
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Combines program files, site files, and a database
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Free, open-source, created (mostly) by volunteers
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Started in 2001; Version 7 out Real Soon Now™
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Over 250,000 live sites (drupal.org/project/usage)
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Dozens of consultancies; good job outlook
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
1. Setting up Drupal’s environment
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“AMP stack” = Apache, MySQL, PHP
The easy way: DAMP
acquia.com/downloads
The hard way
I For Mac: MAMP
mamp.info
I For Windows: WAMP
wampserver.com
The hardest way: piecemeal
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
2
2. Downloading, installing Drupal
. Download from drupal.org
2. Uncompress
. Move files to desired location
. (Create settings.php)
. Create database
6. Point AMP stack at files
7. Point browser at site
8. Step through installer
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
3. Changing your site’s look and feel
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Changing basic information
/admin/settings/site-information
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Switching and configuring
themes
Finding other themes
I drupal.org/project/themes
I themegarden.org
Installing a new theme
Creating new themes:
Stick around for Sheena’s talk!
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
4. Creating and changing content
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Making a simple “front” page
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Editing content
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Managing content and
comments in bulk
Pages, stories, and other
content types
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Inserting images... sort of
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A hint of things to come: Views
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
~ Break ~
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
6
5. Controlling users
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Do you even want “users”?
Three basic user roles:
I Anonymous
I Authenticated
I Superuser
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User permissions
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A look at profiles
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
7
6. Layout with blocks
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Block regions vary by theme
Blocks only show up if they
contain something
Blocks created in three ways:
I By Drupal
I By modules
I By you
Create a block
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
8
7. Enabling Drupal’s hidden features
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/admin/build/modules:
Learn it, live it, love it
The most important modules:
I Search
I Path
I Contact
I Statistics
I Upload
The content modules:
Blog, Book, Forum, Poll,
Aggregator
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
9
8. Finding great modules
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Resources:
I drupal.org/project/modules
I drupalmodules.com
Let’s wander!
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
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9. Five must-have modules
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Pathauto
(drupal.org/project/pathauto)
poormanscron
(.../poormanscron)
Content Construction Kit (CCK)
(.../cck)
Wysiwyg
(.../wysiwyg)
Views
(.../views)
...plus image modules.
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
2
~ Break ~
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
22
10. Updates and maintenance
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Status report:
/admin/reports/status
Available updates:
/admin/reports/updates
Go offline:
/admin/settings/site-maintenance
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Back up!
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Replace existing files
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Run /update.php
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Reminder: Check new posts,
comments, users often
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
2
11. Backing up and moving
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Consult with your ISP
Moving the files
I *nix: mv, cp, ftp...
I Mac FTP: cyberduck.ch
I Win FTP: winscp.net
Moving the database
I Too big? Use BigDump,
ozerov.de/bigdump.php
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Edit settings.php
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Consult with your ISP
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
2
12. Content Construction Kit
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Go beyond Page and Story
Requires CCK module
(drupal.org/project/cck)
Content types are “templates”
for content
Content type comprises fields
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
2
13. Views
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“Smart query builder” for your
site’s database
Extracts data from your site
Mind-bogglingly flexible,
mind-bogglingly complicated
Each view contains “displays”
Plug: “Drupal 6: Online
Presentation of Data” from
Lynda.com
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
Setting Up, Customizing Drupal
with Tom Geller, tomgeller.com
Thanks for coming!
[email protected]