Drupal Manual

Welcome to Drupal

This site is built in the Drupal content management system. If you're new to Drupal, take a moment and read this blog post on the basics of Drupal.

Find content

When logged into the site, the admin menu will appear in black across the top of the site. There are two ways to find content, either by navigating to Content > Content through the admin menu, or by hovering over the triangle on the far right of the admin menu and clicking on "Find content".

From Content, you can view every page that is on your site. Clicking on the page name will take you to it, while clicking on "configure" will take you directly to the edit screen for that page.

Adding and editing content

The same as finding content, there are two ways to add content—either by navigating to Content > Content through the admin menu, or by hovering over the triangle on the far right of the admin menu and clicking on "Add content".

Once on the Content page, click "Add content". Then choose "Basic Page".

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.
  • Most Keyword Rich - Select between the Main Header and the Sub Header for whichever is the most keyword rich for SEO.
  • Main Header - This is the big, bold text that appears at the top of each page. 
  • Sub Header - The sub header appears below the main header, and can be a great place for SEO keyword phrases.
  • 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).
    • Pasting Content into the Body - When pasting copy from a Word doc, remember that it will carry a large amount of unneccesary code with it. In order to "demagnetize" your content and strip it of the extra code, paste it first into a Notepad document (if on a PC) which will convert it to plain text. Then copy the content out of the Notepad document and into the WYSIWYG. You can also click on "Disable rich-text" underneath the WYSIWYG editor and paste the content there, then switch back to rich text in order to add formating. 
    • 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-manual".
    • 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.
  • 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, always 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 previous 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 its 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 - This should always remain set to "Closed".
  • Authoring Information - This 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 smaller areas of content on your site that aren't part of the basic page. These make up all of various pieces of content surrounding the main body.

From the Admin Menu go to Structure > Blocks.

To change the content of a block, click "configure" to the right of the block. Make your changes and save. This will update it on every page where this block appears.

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 and edit form fields. 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.

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.

Hungry For More?

For more Drupal training materials, check out the Drupal Administrator's Handbook at drupal.org