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User Guide for the University of Ottawa's Drupal Web Content

1. Tools gt Ss S g o o o o uoCal Import Configuration Add this module to your site if you want to import uoCal events using Feeds WebCMS Authoring Tools This module provides all the tools necessary to edit your content WebCMS Development Tools Enables some extensive debugging tools Do not enable in Production ever WebCMS Google Analytics Enables the Google Analytics tools for you to provide your own tracking codes WebCMS Production Tools Enables extensive caching techniques Google Search Appliance If enabled your search will return results from the GSA displayed in your sites template instead of redirecting to the main site Future proofing At some point you will be able to limit these results to your own site uOttawa FAQ This module provides a content type that can be used to build FAQs uOttawa Location This module provides a content type to store locations eg with geo location data uOttawa Org Charts This module provides a content type and a widget for rendering an org chart uOttawa Testimonial This module provides a testimonials content type that can be used with other content types WebCMS Blog Provides a blog content type Biographical Information Provides content types for managing information about people Course Sequences Provides content types and widgets for displaying course sequences Events Allows you to create and manage your events News Allows you to create and manage news items So
2. Write down these URLs in your content inventory for the pages you are keeping in columns labelled New URL EN and New URL FRY Do not replace the old URLs as they will be used to create redirects from your old pages Use the word lt front gt to indicate which page is your home page For pages that you are removing from your site provide one of the new URLs or an external URL where the audience should be redirected to in columns labeled Redirect URL EN and Redirect URL FR If possible this URL should contain the information that was previously available Here is a short excerpt from the Department of Game Development s URL strategy For brevity only English URLs have been provided D Page URL EN New URL EN Redirect URL EN http engineering uottawa ca game development http engineering uottawa ca game development about why study User Guide for the University of Ottawa s Drupal Web Content Management System 1 2 http engineering uottawa ca game development programs programs fo 1 2 1 http engineering uottawa ca game development pc programs pc eT 1 2 2 http engineering uottawa ca game development steam programs steam o 1 2 3 http engineering uottawa ca game development video programs video C 1 3 http engineering uottawa ca game development whystudy why study eta Section 2 1 5 Step 5 Analyzing your technical requirements Now that you have decided what pages you are
3. 204 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 2 Clearing the site caches The uOttawa Web CMS uses two different layers of caching to maximize performance The result of this is lightning fast page load times for most users and a very light load on our servers However a small drawback is that changes can take some time before a front end user can see them The first caching layer is Drupal s built in caching system Drupal only caches pages when The visitor is not logged in The visitor does not have some specific cookies that remain set even after logging out The visitor is not trying to access a page with an error warning or status message on it The content of the page does not identify itself as being un cacheable ONS In order to bypass this cache you should login to your site If you would like to make sure you are seeing the cached version of the page you should use your browser s anonymous browsing feature called Incognito in Google Chrome and Private Browsing in Firefox The Drupal cache is cleared on every site every night around midnight We also have several special tools that identify when you make changes to content and clear the Drupal cache for related items as well Next is our Varnish caching Varnish is a piece of software that sits between our proxy server and the web server It examines each incoming request and if possible returns a cached re
4. Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis 47 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 4 Creating content Section 4 4 1 Exploring the dual language editor Home Add Node TRANSLATABLE FIELDS English Content Expand Title A field replacing node title PATH SETTINGS Answer 8 a8 7 u x x MEHBALI i Paragraph Path p Disable rich text Text format Standard HTML Basic WYSIWYG paragraphs by lt code gt lt dd gt lt div gt lt dl gt lt dt gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt thead gt lt tr gt lt ul gt META TAGS ENTITY SETTINGS FAQ Groups PUBLISHED TIMEFRAME You can specify the dates that this content will be automatically published start date and unpublished end date Show End Date Date Time Eg 11 0
5. Taxonomy Content Groups Content Groups LIST EDIT SYNDICATE MANAGE FIELDS MANAGE DEPENDENCIES MANAGE DISPLAY TRANSLATE Name Category A field replacing taxonomy term name Description E Paragraph X Styles ERA SN cE Path p Words 0 4 Disable rich text More information about text formats Text format Standard HTML Basic WYSIWYG Lines and paragraphs break automatically Allowed HTML tags lt a gt lt blockquote gt lt br gt lt caption gt lt cite gt lt code gt lt dd gt lt div gt lt dl gt lt dt gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt lt h5 gt lt h6 gt lt hr gt lt li gt lt ol gt gt lt pre gt lt span gt lt strong gt lt sub gt lt sup gt lt table gt lt tbody gt lt td gt lt tfoot gt lt th gt lt thead gt lt tr gt lt ul gt Allowed Style properties text align text decoration A field replacing taxonomy term description gt RELATIONS gt URL PATH SETTINGS A gt META TAGS Save and translate Once you have chosen a name click Save Generally you only need to translate this new term if you wish to provide your contributors and editors with the translated version if they are working of the French side of the backend To do so follow the instructions in Section 5 1 1 keeping in mind the guidelines for naming the term 100 User Guide for the University of Ottawa s Drupal Web Content Management System Lastly if you cre
6. Variant type Panel Optional features Access control Visible menu item Selection rules Contexts Check any optional features you need to be presented with forms for configuring them If you do not check them here you will still be able to utilize these features once the new page is created If you are not sure leave these unchecked Click Continue 108 User Guide for the University of Ottawa s Drupal Web Content Management System You will then be taken to the second of four Page creation forms On this form you must choose the layout which your new Page will have Clicking on the Category dropdown list will allow you to pick a different layout category to choose from To read more on layouts read Section 5 3 3 Once you have selected your layout click Continue f Content Data Siictire Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Pages Basic settings Choose layout Panel settings Panel content Category uOttawa 1 Row uOttawa 1 Row C RTL D RTL F RTL G RTL H RTL J RTL K RTL L RTL M RTL N RTL P RTL Q RTL R RTL You will then be taken to the third of four Page creation forms On this form you may choose to Add bode CSS classes The classes you should use are as follows 109 User Guide for the University of Ottawa s Drupal Web Content Management System e uos l
7. e Images will always be forced to a 100 width After inserting an image into your content it will try to take the full width of the container in which it lives You may adda class to the image to make it smaller the steps to do so are covered in Section 4 4 4 26 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 2 Uploading images and files There are two methods of uploading files to your site The first method is through the Files interface na GED Hello user Log out Home Administration Content Content CONTENT BLOCKS SNIPPETS Thumbnails Add file f Import files Name Type User Any v Apply Reset OPERATIONS Choose an operation Execute The steps to add a file are as follows 1 From the toolbar navigate to Content and click on the tab Files at the top right 2 Click on Add file 3 Click on Choose File and select the file from the explorer window Note Files cannot exceed 128 MB in size and are limited to the jpg jpeg gif png txt doc docx xls xlsx pdf ppt pptx pps ppsx odt ods odp mp3 mov mp4 m4a m4v mpeg avi ogg oga ogv weba webp and webm 4 Click Next 5 Fill in the Alt text for the file This will provide the English text 6 Click Save to save your changes and return to the files interface 27 User Guide for the University of Ottawa s Drupal Web Content Management Syst
8. lt sub gt lt sup gt lt table gt lt tbody gt lt td gt lt tfoot gt lt th gt lt thead gt lt tr gt lt ul gt Allowed Style properties text align text decoration A field replacing taxonomy term description gt TRANSLATION gt RELATIONS ALL LANGUAGES gt PARAM TRES DES CHEMINS D URL ALL LANGUAGES gt META TAGS Save and translate User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 1 2 Creating content groups One of the most important vocabularies on your site is called Content Groups Through this vocabulary your site contributors and editors will be able to tag content to specific parts of your site Also it is important to understand that all of the group vocabularies e g Biographical Groups Content Groups Faculty Group etc are also associated with a nodequeue which is covered in detail in Section 5 2 For now we will focus on the steps required to add a new term to a group using Content Groups as our example First click Structure within your admin toolbar a Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You should now see the Structure page On this page click Taxonomy Stylizer Add edit or delete stylizer styles Views Manage customized lists of content 98 User Guide for the University of Ottawa s Drupal Web Content Management System Locate Content G
9. Home Slideshow Translations of Home Slideshow SYNDICATE VIEW EEA TRANSLATE LANGUAGE SOURCE LANGUAGE TRANSLATION STATUS OPERATIONS English original content Home Slideshow Published edit French n a n a Not translated 96 User Guide for the University of Ottawa s Drupal Web Content Management System You will then be taken to the French edit form Here change the English data to French data Drupal fills in the fields with the English data do not worry about remove the English Then click Enregistrer The French part of your term has now been created Bonjour admin Se d connecter f Contenu Data Structure Apparence Personnes Modules Configuration Services Rapports Accueil Home Slideshow Modifier Home Slideshow Francais SYNDIQUER VOIR MODIFIER TRADUIRE Name Home Slideshow A field replacing taxonomy term name Description Biz ul x Xa QE g a E Paragraph iw Styles 7 43 28 amp 5 Path p Words 0 4 Disable rich text Plus d information sur les formats de texte Format de texte Standard HTML Basic WYSIWYG Les lignes et les paragraphes vont a la ligne automatiquement e Tags HTML autoris s lt a gt lt blockquote gt lt br gt lt caption gt lt cite gt lt code gt lt dd gt lt div gt lt dl gt lt dt gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt lt h5 gt lt h6 gt lt hr gt lt li gt lt ol gt lt p gt lt pre gt lt span gt lt strong gt
10. Home Slideshow SYNDICATE VIEW EDIT TRANSLATE Name Home Slideshow A field replacing taxonomy term name Description B Z U x x Q i E E Paragraph v Styles z ake E amp a Mh A ilil Words 0 4 Path p Disable rich text More information about text formats Text format Standard HTML Basic WYSIWYG e Lines and paragraphs break automatically e Allowed HTML tags lt a gt lt blockquote gt lt br gt lt caption gt lt cite gt lt code gt lt dd gt lt div gt lt dl gt lt dt gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt lt h5 gt lt h6 gt lt hr gt lt li gt lt ol gt lt p gt lt pre gt lt span gt lt strong gt lt sub gt lt sup gt lt table gt lt tbody gt lt td gt lt tfoot gt lt th gt lt thead gt lt tr gt lt ul gt Allowed Style properties text align text decoration A field replacing taxonomy term description gt RELATIONS gt URL PATH SETTINGS gt META TAGS Save Save and translate Delete 95 User Guide for the University of Ottawa s Drupal Web Content Management System You should now find yourself at the Translations page If you had clicked Save and translate when creating your term this is where you would have been taken To add the French translation click add at the end of the French row f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home
11. Maecenas gravida laoreet convallis Morbi euismod pharetra efficitur Integer urna tellus iaculis in eros id bibendum mattis ipsum Vestibulum at arcu id massa commodo laoreet Praesent vestibulum justo eu urna sollicitudin eget blandit tortor congue Quisque non dapibus neque Phasellus vel nisi ac ipsum tincidunt ultricies Dolor sit amet Integer in tortor in diam hendrerit tincidunt vitae vel mauris Aliquam id consequat odio Quisque vel vulputate est Aenean fringilla ipsum nulla eu sollicitudin nibh varius vitae Proin posuere ante et tempus semper Nunc congue ligula sed nulla ullamcorper mattis Maecenas nec dui ut purus placerat pulvinar Etiam convallis mi pharetra semper tempor arcu purus aliquam augue vel auctor arcu libero id libero Sed fringilla condimentum efficitur Etiam rutrum malesuada justo eu volutpat mi faucibus non Cras nec arcu justo 39 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 6 Directory entry of a person Description A Directory entry of a person should be used for a person s biographical profile It is most often integrated into a list of staff or faculty members Fields A Directory entry of a person offers a large range of fields including the following Title Biography Academic Title Job Title Degrees First Name Last Name Room Number Links Phone Numbers Contact Methods Primary Image etc For a more detailed explanation on all these and
12. You will then be taken to the first of four Page creation forms On this form you must provide the following information 1 Fill in the Administrative title 2 Fill in the URL path for the new page 3 Optionally check Make this your site home page f Content Data SENGES Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Pages LIST WIZARDS SYNDICATE Administrative title Your page name Machine name your_page_name Edit The name of this page This will appear in the administrative interface to easily identify it Administrative description A description of what this page is does or is for for administrative use Path http cloud local 8083 en new page path The URL path to get to this page You may create named placeholders for variable parts of the path by using name for required elements and name for optional elements For example node node foo forum forum or dashboard linput These named placeholders can be turned into contexts on the arguments form Make this your site home page To set this panel as your home page you must create a unique path name with no placeholders in the path The site home page is currently set to home on the Site Information configuration form Use this page in an admin overlay Admin overlays are used in many places in Drupal 7 and administrative custom pages should probably utilize this feature
13. s Drupal Web Content Management System Section 6 3 3 Managing the detection and selection settings In order to get to this screen follow the steps in section 6 3 1 There are two different places in Drupal that are language based the first is the user interface which includes components like the Admin Toolbar The second is the language of the content from nodes and other content sources For our purposes these two should always be the same so always use the same settings for the two different lists e Languages University of X htps w uottawa ca en admin config regional language configure C E Googie Structure Appearance People Modules GphGlmatiom Services Reports Hello admin Log out Define how to decide which language is used to display page elements primarily text provided by Drupal and modules such as field labels and help text This decision is made by evaluating a series of detection methods for languages the first detection method that gets a result will determine which language is used for that type of text Define the order of evaluation of language detection methods on this page User interface text language detection Order of language detection methods for user interface text If a translation of user interface text is available in the detected language it will be displayed DETECTION METHOD Use Canonical Domains Use Canonical Paths URL Sessi
14. tab and then on Sitecopy Pages Each page has the following properties Label This lets you identify the pages later Page URL Here you should put the URL to the English version of the page Once you ve saved this page you should edit it change Current Language to French and input the French URL as well e Page Category You can create page categories in the Taxonomy section under Structure Sitecopy processes all the pages in the same category with the same set of parsers mappers and filters Page Title You can use this to override the node title Custom Path Alias You can use this to override the node s path alias Sitecopy pages can also be the targets of an import so you can create a CSV file with the necessary data and import it into the database Once you have a set of pages setting up your source is a simple as picking the sitecopy page category under which you created the pages Section 5 6 3 2 Using Sitecopy CSVs The basic CSV source handler allows you to treat each row of a CSV file as an import source object This means that each row should be able to be mapped to an import object independent In order to do this first you must upload the CSV file to the site e URL Put the URL to the file in this field e CSV Source Character Encoding Set the source encoding of the file Usually files are encoded as UTF 8 and this is the recommended practice 164 User Guide for the University of Ottawa s Drupal We
15. these tools are still under development and do not always catch all the URLs involved in a given update To clear a particular URL click on the Configuration tab and then the External Cache Control link underneath System highlighted in purple below x tes n x dL Configuration University X i i nhtps uottawa ca en admin config C EB Googie PRB B ft Content Data Structure Appearance People Modules Snhauratiom Services Reports Hello admin Log out Home Administration Configuration Hide descriptions PEOPLE Account settings Configure default behavior of users including registration requirements e mails fields and user pictures Auto Logout Administer Auto Logout settings LDAP Configuration LDAP authentication authorization provisioning etc IP address blocking Manage blocked IP addresses CONTENT AUTHORING Diff Diff settings Dual Language Editor Configure how the dual language editor works Fences SYSTEM Site information Change site name e mail address slogan default front page and number of posts per page error pages Actions Manage the actions defined for your site Background process Administer background processes Configure WebCMS Manage settings that are unique to WebCMS Cron View and manage cron table External Cache Control Manually add an item to the cache Global Redirect Chose which features you would like ena
16. 8 Creating a French alias To create a French URL path for your page click Configuration within your admin toolbar A Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Next locate and click URL aliases within the Configuration page Configure settings related to the jQuery upgrade the library path and SEARCH AND METADATA compression Search settings Configure relevance settings for search and other indexing options WEB SERVICES URL aliases RSS publishing Change your site s URL paths by aliasing them Configure the site description the number of items per feed and whether feeds should be titles teasers full text Custom Search Customize the default search change labels default texts ordering and display content types and taxonomy selectors WORKFLOW Metatag Configure Metatag defaults Rules Manage reaction rules and rule components Clean URLs Enable or disable clean URLs for your site SYNDICATION SETTINGS 138 User Guide for the University of Ottawa s Drupal Web Content Management System You will now see a page which contains all of your site s URL Aliases click Add alias f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Configuration Search and metadata URL aliases LIST PATTERNS SETTINGS BULK UPDATE DELETE ALIASES An alias defines a different name
17. Because of this you should never use this within the WYSIWYG 2 Heading 2 3 Heading 3 4 Heading 4 5 Heading 5 6 Heading 6 The following is an example to help clarify how heading hierarchy works Heading 1 Starbucks Menu This is my page title 56 User Guide for the University of Ottawa s Drupal Web Content Management System Heading 3 Drinks A section title Heading 4 Espresso Beverages Heading 4 Brewed Coffee Heading 4 Chocolate Beverages Heading 3 Food A section title Heading 6 Breakfast Heading 6 Bakery As we can see above the Heading 1 is reserved for my page title Then after that we can use any of the remaining headings for the next level In this example we use Heading 3 We could just have easily used Heading 2 through Heading 5 since there is only one other level below these Under both Heading 3 any one of Heading 4 Heading 5 or Heading 6 are valid 4 4 4 14 Styles Styles X The style dropdown is used to add classes to certain elements Doing so will change the visual look of items within the WYSIWYG To use this put your cursor on the text which you want to apply a class a select the appropriate class from the dropdown Note that some classes are element specific e g some things can only be applied to headings 57 User Guide for the University of Ottawa s Drupal Web Content Management System 4 4 4 15 Paste LE The paste buttons a
18. Canonical detection methods in 6 3 3 Languages usT MULTI SITE LOCALE DETECTION AND SELECTION v ENGLISH Additional domains gt FRENCH Save PRODUCTION Section 6 4 Translating strings 218 User Guide for the University of Ottawa s Drupal Web Content Management System Most of our content is translated using the dual language editor or other content translation methods However in some places we have to place text directly inside code When this is done you must use the steps detailed here in order to translate the text Usually we will provide a translation when we release the update so if you noticed key strings are not translated here please let us know and we will add it to the next update Future Proofing In a future release we intend to provide a centralized translation server that will allow us to update the translations immediately The procedures described here will still be used for urgent changes which cannot wait for us to update the text and for your site to update 219 User Guide for the University of Ottawa s Drupal Web Content Management System To access the translation area click on Configuration in the admin toolbar highlighted in blue below and then find the Translate interface link beneath Regional and language highlighted in red Clicking this link will open the string translation management tool 220 User Guide for the University of Ottawa s
19. Clear external caches witi If checked a call to wipe all external caches w Save Settings PRODUCTION Section 6 2 4 Forcing the caches to clear immediately If you absolutely cannot wait the three hours for the caching to clear you can immediately clear the caches Follow the instructions in 6 2 3 to access the Global Settings tab and then click the button labelled Run Batch Now in order to start processing all of the queued requests Note that this will include both your own requests and any others automatically queued by the tool Section 6 2 5 Managing Varnish settings The last tab in the External Cache Control configuration deals with Varnish in particular While this should not need to be modified ever there are some scenarios where the settings could require modification changing your site s domain for example Follow the instructions in 6 2 2 to access the External Cache Control configuration page then click on the Varnish tab to manage the Varnish settings Use caution in modifying these settings as you can potentially interfere with the operations of other sites 210 User Guide for the University of Ottawa s Drupal Web Content Management System External Cache Control U gt amp https uottawa ca en admin config system ext Hello admin Log out D Structure ata Home Administration Configuration System External Cache Contr
20. Content Management System Section 6 Administrators The topics in this section are directed at users with the Administrator role Very few users are granted this role as it comes with complex controls some of which can cause your site to malfunction if used incorrectly If you must perform any of the tasks described here please consult with IT to ensure you have the correct training and access to the site Section 6 1 Working with theme settings The uOttawa theme provides several options that can be tweaked to customize how a site looks Generally the default settings should be fine for most sites but there are a few special cases where the theme settings need to be changed This section will explain those scenarios and how you modify the theme settings appropriately Not all theme settings will be explained we do not recommend you modify the ones not explained here Section 6 1 1 Accessing the theme settings To access the theme settings start by clicking the Appearance button in your toolbar highlighted in green in the following image and then click the Settings button highlighted in orange for the University of Ottawa Default Theme Home Administration Appearance Set and configure the default theme for your website Alternative themes are available ENABLED THEMES University of Ottawa Default Theme gold prod dev default theme Theme incorporating the new Corporate Assets Redesign 1
21. Disable this pane eae gt ptitle Panel title ettings Preview CSS properties Update Update and save Update and preview Style No style Change Once it is selected click Update and save again to save your changes Section 5 3 7 Using component styles 128 User Guide for the University of Ottawa s Drupal Web Content Management System When creating a Panel or Mini panel you can choose to add Component Styles to any of the layout regions or content panes This section assumes that you have already created your Panel or Mini panel To do so click Structure in your admin toolbar ft Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out On the Structure page click Panels or click Mini panels Menus Add new menus to your site edit existing menus and rename and reorganize menu links Mini panels Add edit or delete mini panels which can be used as blocks or content panes in other panels Nodequeues Create and maintain simple nodequeues Pages Add edit and remove overridden system pages and user defined pages from the system Panels Get a bird s eye view of items related to Panels You should now see a list of Panels or Mini panels depending on which path you took Find the one you want to add component styles from that list and click Edit Custom page home Home home Normal Next click Content The first image below shows the
22. Groups edit vocabulary add terms Languages edit vocabulary list terms add terms Site Sections edit vocabulary list terms add terms Tags edit vocabulary list terms add terms Save User Guide for the University of Ottawa s Drupal Web Content Management System On the Vocabulary page click Add term ft Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Taxonomy Content Groups LIST EDIT SYNDICATE MANAGE FIELDS MANAGE DEPENDENCIES MANAGE DISPLAY TRANSLATE Translation sets You can reorganize the terms in Content Groups using their drag and drop handles and group terms under a parent term by sliding them under and to the right of the parent Content Groups is a full multilingual vocabulary You will be able to set a language for each term and create translation relationships NAME WEIGHT OPERATIONS Show row weights Home News English edit 89 User Guide for the University of Ottawa s Drupal Web Content Management System Option 2 Click add terms ft Content Data Structure Appearance People Home Administration Structure Taxonomy Modules Configuration Hello admin Log out Taxonomy is for categorizing content Terms are grouped into vocabularies For example a vocabulary called Fruit would contain the terms Apple and Banana Add vocabulary VOCABULARY NAME Content Group
23. Method GET Document Root var www html http www https www uottawa ca en admin config regional translate edit 438 destination admin config regional translate translate 223 User Guide for the University of Ottawa s Drupal Web Content Management System Once you ve clicked edit you should be presented with something like this page Content Data Structure Appearance People Modules Services Hello admin Log out Home Administration Configuration Regional and language Translate interface Edit string Original text Emergency 613 562 5411 French Urgence 613 562 5411 Save translations PRODUCTION 224 User Guide for the University of Ottawa s Drupal Web Content Management System Simply modify the French string however you would like and then click Save translations to update the string note that the Skype icon and link may not appear in all browsers only those that have been integrated with Skype 220 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 5 Managing modules Modules extend Drupal with new functionality Each feature we provide comes packaged in one or more modules that you can enable to make the feature available to you To manage the modules that are currently in use on your site click on the Modules tab in your admin toolbar highlighted in red below You should then see the modules screen You
24. a vocabulary called Fruit would contain the terms Apple and Banana Add vocabulary Show row weights VOCABULARY NAME OPERATIONS Content Groups edit vocabulary add terms Languages edit vocabulary list terms add terms Site Sections edit vocabulary list terms add terms Tags edit vocabulary list terms add terms Save User Guide for the University of Ottawa s Drupal Web Content Management System Find the term you wish to translate and click edit ft Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Taxonomy Content Groups LIST EDIT SYNDICATE MANAGE FIELDS MANAGE DEPENDENCIES MANAGE DISPLAY TRANSLATE Translation sets You can reorganize the terms in Content Groups using their drag and drop handles and group terms under a parent term by sliding them under and to the right of the parent Content Groups is a full multilingual vocabulary You will be able to set a language for each term and create translation relationships Add term Show row weights NAME OPERATIONS Home News English edit Home Slideshow English Save Reset to alphabetical User Guide for the University of Ottawa s Drupal Web Content Management System In the local actions menu click Translate Modules Configuration Services Reports Hello admin Log out f Content Data Structure Appearance People Home Home Slideshow
25. access Home Are you sure you want to delete this snippet This action cannot be undone Confirm Cancel 67 User Guide for the University of Ottawa s Drupal Web Content Management System Appendices The appendices below deal with all the different fields available to the nodes and content snippets described in Section 4 3 The Translatable column refers to whether a field requires both English and French content Appendix 1 Basic Page Title Required The title of your piece of content ired The URL where people will be able to view this piece of content Summary A brief summary of your piece of content meant to be displayed within teasers on landing pages ired Body Required The most important field This is where you will write your content Primary Image You may attach to this field an image that will be used within teasers on landing pages You also have the option to display this image within the content itself by checking the option Content Groups This is a list of terms to which your piece of content may belong Most of these terms are associated with distinct parts of your site so be careful which terms you select Tags This field allows you to tag your content This may be used in the future to enhance the search capabilities of every site Related Links This is meant for links related to your current piece of content The Title portion of this field is Yes for the text that will be visi
26. can search for the name of a module by typing its name into the filter highlighted in orange or you can browse the modules by selecting categories from the left hand side highlighted in green Once you have found the module you are looking for check the box next to its name highlighted in blue and click the Save Configuration button just below the list of categories You can also uncheck a box to disable a module 226 User Guide for the University of Ottawa s Drupal Web Content Management System hittps www uottawa ca en admin modules webcms_apps Home Administration Modules e Modules University of Ott Xx iguration Download additional contributed modules to extend Drupal s functionality Regularly review available updates to maintain a secure and current site Always run the update script each time a module is updated Enable the Update manager module to update and install modules and themes All Administration API Bean Chaos tool suite configuration Content Context Core Darksite Date Time Development Drush Dynamic background Entityforms Example modules External Cache Features Biographical Feeds Information Fields Filters Google Appliance Filter list VJ Enabled Disabled Required Unavailable DESCRIPTION Stores information about people articles about people and extra information like Awards about people Requires Views enabled Chaos tools ena
27. case alphanumeric characters are allowed If left blank defaults to Mini panels Continue Cancel 158 User Guide for the University of Ottawa s Drupal Web Content Management System On the Context page do nothing and click Continue Home Administration Structure Mini panels A You have unsaved changes These changes will not be made permanent until you click Save Settings Context Layout Content REQUIRED CONTEXTS OPERATION CONTEXTS OPERATION Block z Add required context Block z Add context RELATIONSHIPS OPERATION 159 User Guide for the University of Ottawa s Drupal Web Content Management System Now select a layout Generally you will want a one row layout for your footer Once you have selected a layout click Continue Home Administration Structure Mini panels Add a new mini panel UST SETTINGS SYNDICATE A You have unsaved changes These changes will not be made permanent until you click Save Settings Context Layout Content Category uOttawa 1 Row uOttawa 1 Row C RTL D RTL F RTL G RTL H RTL J RTL K RTL L RTL N RTL 160 User Guide for the University of Ottawa s Drupal Web Content Management System Finally add your footer content to the mini panel regions and click Finish Home Administration Structure Mini panels Add a new mini pane ut sere smoare A You have unsaved chan
28. editing tasks and are able to publish content This role is suitable for users who are advanced and trusted content managers or who oversee contributors Webmaster Webmasters can perform all the tasks that are necessary for the creation and management of a site and can grant other people the Contributor and Editor roles This is the default role assigned to most webmasters Webadmin Webadmins are webmasters who have more experience with Drupal and have greater access to customizations that are not available on most sites Using these additional features often requires authorization from the Communications Directorate or can only be used under specific conditions Administrator Administrators have full access to most of the site including many of the very advanced configuration options that rarely need to be modified 195 User Guide for the University of Ottawa s Drupal Web Content Management System To grant roles to users start by clicking on the People tab highlighted in red Find their user information by browsing the list an entry is highlighted in orange Click the edit button highlighted in blue If the user you are looking for does not appear in the list you will have to have them login at least once Smar People University of Ottawa X https www uottawa ca en admin people B Google f Content Data Structure Appearance People Modules Configuration Services Reports Home Administration Pe
29. here Image Position Sister setting to Image Width you may control how the image will float List Items per Row To be used when you have a content list Controls the number of items that appear on a single row v STYLING Container Type Spacing None No Spacing Summary Shown Title Position Button Link Position Clearfix items Default D Default Yes Image Width Image Position Default Default List Items per Row None 136 User Guide for the University of Ottawa s Drupal Web Content Management System 4 Advanced Settings The Advanced Settings fieldset is for use by advanced users who want a greater level of control over the styles on their pages Currently only two things can be controlled here The first is the spacing A user can define specific values for top left and right paddings to get a desired effect The second and most powerful advanced setting to date is the height equalization By assigning the same height equalization group to two independent pieces of content this will ensure that the height of both boxes is equivalent thus providing your page with visual symmetry As mentioned once you have completed making your changes click Save Be sure to click Update and save if you are on a Panel or click Save if you are on a Mini panel to ensure that your changes take effect 137 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 3
30. keeping it s time to consider the features and functionality that your site will require Drupal is different from other content management systems and uOttawa s Drupal version is more different still Be sure you read the rest of this guide before your team begins this step so that you have a good idea of how things work in the distribution and what is already available As a team begin with a brainstorming session to list of everything your sites need to be able to do or display no matter how trivial As a starting point you may want to consider the following types of items e Do you have many pages or elements within one or more pages that have the same types of content repeated over and over again For example news articles often all have a published date title by line and body content a list of webcasts might also have the same types of data repeated for each webcast This is the type of data that will become content types e Do you have content displayed in a certain way perhaps with some user interaction Consider things like slideshows calendars image galleries etc Do you have lists of content that are displayed in a particular format such as a list of webcasts that expand when you click on them Do you have other ways in which the user interacts with the site such as forms Do you have specific controls or widgets they use Do you have ideas on how your content could be better displayed to improve its usability Do you req
31. location of the Content button for a Panel while the second image on the following page shows it for a Mini panel 129 User Guide for the University of Ottawa s Drupal Web Content Management System Clone Export Delete Disable Add variant Import variant Summary gt Summary Seance Get a summary of the information about this page Basic Storage Normal Access g Menu Status Enabled Disable Variants Panai This is your site home page Edit Summary Path home Edit General EO ea Access This page is publicly accessible Edit Contexts Menu No menu entry Edit Layout Panel Clone Export Delete Disable Storage Normal Status Enabled Disable Selection rule This panel will always be selected Edit Change layout Layout B Edit content Preview Add a new variant 130 User Guide for the University of Ottawa s Drupal Web Content Management System Home Administration Structure Edit mini panel my_minipanel EDIT O EXPORT Settings Context Layout You will now find yourself looking at the layout that may contain content if you have added it previously Component Styles may be used on either the layout regions or the content panes To apply a style click the gear where you want to apply the styles E Layout Region Center Dynamic Content List Entities Node 2 DCL Settings Update Update and save Update and preview 131 User Guide for the University of Ottawa s Drupal Web Content Management
32. make sure that the language is set to English If it is not set it to English save the Webform and edit it again Finally at the top right of the page click on the tab Translate Home My first webform Edit Webform My first webform VIEW EDIT SYNDICATE WEBFORM RESULTS Title My first webform Language English v Menu settings gt Provide a menu link Not in menu Revision information The following page will present a table of the languages available To the right of French click on add Home My first webform Translations of My first webform VIEW EDIT SYNDICATE TRANSLATE WEBFORM RESULTS LANGUAGE SOURCE LANGUAGE TRANSLATION STATUS OPERATIONS English original content My first webform Published edit French n a n a Not translated Provide your French title and click on Enregistrer Save You have now translated the title of your Webform 184 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 3 2 Translating the form components emails buttons and submission message To translate all other elements of your form other than the title you will have to set up your form to work with the Translate interface To start navigate to Content find your Webform and click on edit At the top right of the page click on the tab Webform and select the sub tab Form settings Home My first webform My first webform VIEW EDIT SYNDICATE TRANS
33. name that is unique is representative of the content or the purpose of the webpage is in the same language as the page and is separated by hyphens e Social media platforms o Social media platforms are used to supplement your webpage o Information shared on social media platforms that is linked to your webpage must be as accessible as possible o If you embed a multimedia player in a page then that player its controls and output must be accessible to the same level of compliance you claim for your overall page To receive a weekly accessibility report on your website please contact Pierre Bercy pierre bercy uOttawa ca about using Siteimprove for your website To learn more about accessibility refer to the Workshop section on the Human Rights Office website Section 4 1 2 Responsive content Since one the goals of the University is to have fully responsive sites certain things happen which you need to be aware These quirks are as follows e Tables will always expand to best wrap their data As such there are times especially when a table has many columns when the table will be cut off and horizontal scrolling will be required to access all of the content It is for this reason and those listed in Section 4 1 1 that we suggest tables be used as a last resort i e only be used when the content is tabular data that cannot be represented in a better way 25 User Guide for the University of Ottawa s Drupal Web Content Management System
34. other fields available to a Directory entry of a person refer to Appendix 6 Example 40 User Guide for the University of Ottawa s John Doe John Doe Adjunct Professor Ph D University of Ottawa 2008 M A University of British Columbia 2004 B A Universit Laval 2001 SMD 105 Office 613 562 5800 ext 1234 uOttawa Work E mail name uOttawa ca Resea h Laboratory Personal Website Biography Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis Lorem ipsum Donec quis felis sollicitudin convallis lorem ac rutrum augue Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae In interdum nunc ex ut vulputate orci viverra non Maecenas gravida laoreet convallis Morbi euismod pharetra efficitur Integer urna tellus iaculis in eros id bibendum mattis ipsum Vestibulum at arcu id massa commodo laoreet Praesent vestibulum
35. page To create a new page first click Structure within your admin toolbar A Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You should now see the Structure page On this page click Pages Note Within this page there is also a Panels option Do not mix up Pages and Panels or the next step will be very confusing Nodequeues Create and maintain simple nodequeues Panels Get a bird s eye view of items related to Panels 106 User Guide for the University of Ottawa s Drupal Web Content Management System You will then be taken to the Pages page for your site This page shows you all of the Pages that currently exist on your site To create a new Page click Add custom page Content Data Structure Appearance People Find and manage content Home Administration Structure Pages Add custom page f Import page Type Storage Enabled Search lt All gt lt All gt lt All gt TYPE NAME TITLE Custom page home Home Custom page home_2 About Create a new page Configuration PATH home about Services Sort by Enabled title a Order Up LIST Apply STORAGE Normal Normal Hello admin Log out WIZARDS SYNDICATE Reset OPERATIONS Enable Enable Edit v Enable Enable Enable Enable Enable 107 User Guide for the University of Ottawa s Drupal Web Content Management System
36. the content available on another more centralized site that could link to Is the information accurate and well written for the web Who is responsible for maintaining this content If in considering these questions a section of content is not required or can be centralized it should be removed from your site mark as No under Useful and the existing content should be archived Only content that is relevant unique accurate and useful should be kept in this second iteration of your content inventory If your content requires a rewrite to be more accurate or better suited for the web see the later section on Writing for the Web mark it as No underneath the Accurate column Finally for content you are writing note the person responsible for generating the content in the appropriate column There may be new content that needs to be added to your site during this process in order to meet your goals While these may not be included in the migration process itself add them to your content inventory anyways in order to track them and implement them later You may also want to adjust the hierarchy of your site at this point A good site hierarchy also referred to as a sitemap will organize pages into a consistent structure that is useful to the user but not necessarily true to the organization A new user who is unfamiliar with their site should easily be able to execute common tasks If you are ever unsure of whether or n
37. this e The English and French URLs will use a different domain e The English and French URLs will use a different path e A language component either en or fr will be added into the path to determine the language This must be decided when requesting your site see 2 2 3 and is very difficult to change after your site has been created The steps below are only some of the steps required in order to change the domain or path that is used to access your site so please consult with IT before doing so These steps can also help you make sure your language settings are correct If you experience difficulties accessing French content please verify the settings before filing a request with IT Section 6 3 1 Accessing the language settings In order to modify how your site detects languages you will need to click on Configuration highlighted in purple in the below screenshot and then find the Languages link underneath Regional and Language highlighted in red 212 User Guide for the University of Ottawa s Drupal Web Content Management System a Configuration University X E aht uottawa ca en admin config a E Googie ft Content Data Structure Appearance People Modules Hello admin Log out selectors Metatag Managed Configuration Configure Metatag defaults Crean URIS WEB SERVICES Enable or disable clean URLs for your site RSS publishing Configure the site description
38. to add pre defined templates to the WYSIWYG To add a template put your cursor at the desired location Then click on the templates button A popup will appear with a dropdown list and a preview window Upon selecting a template in the dropdown the preview window update If the template which you have picked meets your needs click on the Insert button near the bottom of the pop up This will add the template to your WYSIWYG Then you can replace the default content with your content 4 4 4 12 Horizontal line The horizontal line button will add a separator to your content To use this position your cursor at the location where you want the separator to appear and click the button You will notice that if you ever select a location in the middle of a paragraph click this button will forcibly divide your paragraph into two separate paragraphs 4 4 4 13 Paragraph Paragraph X The paragraph dropdown is used to provide semantic meaning for someone reading the text This is what you will use to define all your headers An important thing to note when defining headers is that a parent child hierarchy must be used A Heading 3 cannot contain another Heading 3 or higher A second Heading 3 could however be used to denote the start of a new section at the same level as the first The hierarchy of the headings from highest to lowest are as follows 1 Heading 1 Note that there can only ever be one Heading 1 on any page usually the page title
39. will be filtered for safety so some CSS may not work Back Click Continue 110 User Guide for the University of Ottawa s Drupal Web Content Management System You will then be taken to the last of four Page creation forms On this form you may choose to add content to your page this can be done after as well To read more on adding content to your page read Section 5 3 4 Once you are done adding content click Finish f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Pages LIST WIZARDS SYNDICATE Basic settings Choose layout Panel settings Panel content Display settings Title type A Manually set Title The title of this panel If left blank a default title may be used Set to No Title if you want the title to actually be blank E Center 111 User Guide for the University of Ottawa s Drupal Web Content Management System Finally you will be taken to your Page s edit screen Before you do anything else click Update and save f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Your page name Clone Export Delete Disable Add variant Import variant Summary Variants Panel Content New Settings Variant operations Clone Export Delete Disable Basic Add con
40. 07 58 07 58 07 58 Apply Reset delete delete delete delete 60 User Guide for the University of Ottawa s Drupal Web Content Management System 3 Choosing and operation and executing Unpublish 7 Execute 61 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 7 Editing your content There are two ways to navigate to the edit form of both nodes and content snippets The first detailed in Section 4 7 1 is by navigating to the admin tool The second detailed in Section 4 7 2 is by finding your content within your site and using the user actions Section 4 7 1 Finding content through the admin interface From the toolbar shown below click on Content which should be the first item after the home icon You will then notice a listing of all your nodes that exist on your site At this time take note that Content is the highlighted tab in the local actions menu Home Content CONTENT BLOCKS FILES SNIPPETS Also in the local actions menu is the Snippets tab Clicking on this tab will take you to the Content Snippets admin tool where all of the Content Snippets that exist on your site will be displayed Regardless of which type of content you wish to edit once you have found the specific item you wish to modify simply click on the edit button found at the right end of the item s Lorem Page 3 Basic Page admin Yes 09 15 2014 07 58 edit delete row Section 4 7
41. 2 Editing content from within the page An alternative way of editing content is to find your piece of content within your site such as on a landing page Each piece of content will have user actions available for speedy access to the most common operations 62 User Guide for the University of Ottawa s Drupal Web Content Management System Lorem News 2 Edit Syndicate Delete Manage Revisions To edit the content simply click on the edit button within the user actions You will then be taken to that content s edit form 63 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 7 3 Versioning controls Upon editing content you will be prompted to provide a new revision log message Doing so is the same for both nodes and content snippets At the very bottom of your page you will find the Revision information Revision information Create new revision Publishing information Revision log message Provide an explanation of the changes you are making This will help other authors understand your motivations To create a new revision make sure that the Create new revision checkbox is checked and enter a coherent log message of what changes have been done You will then be allowed to Save the new revision of the piece of content Section 4 8 Reverting content Reverting to a previous version of a piece of content works the same for both nodes and content snippets Once you hav
42. 3 2 Snippets Snippets are essentially pieces of content that may be used in more complex page or section layouts i e Panel pages and Mini panels and may be reused in many different places on your website Unlike Nodes they have no publishing options they cannot be categorized into groups and they do not render their own pages They also require an administrative label for easy identification in the backend All Snippets can be found by navigating to Content and then clicking on the top right tab called Snippets To add a Snippet click on the link Add Content Snippet as shown below f Content Hello user Log out Home Administration Content Content CONTENT BLOCKS FILES Add Content Snippet Title Type Label General Content Snippet Contains M Apply Title Snippet OPERATIONS Choose an operation Y Execute EDIT DELETE TITLE a LABEL TYPE LINK LINK 45 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 2 1 Title Snippet The Title Snippet is used to generate page and section titles for pages or sections on your website that have complex layouts such as your landing pages Fields The only fields available are the Title and Label fields For more details on these fields refer to Appendix 11 Examples Example of a page title 46 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 2 2 General Content Snippet The Gen
43. 3 2014 E g 07 30 an Provide a menu link Revision information Authoring information Publishing information Save lt hS gt lt h6 gt lt hr gt lt i Styles vit Words More information about text formats i gt lt ol gt lt p gt lt pre gt lt span gt French Content Expand Title A field replacing node title PATH SETTINGS Answer S Sa B z vl x 2 az Gd 2 Path p Disable rich text Text format Standard HTML Basic WYSIWYG Lines and paragr Allowed HTML ta lt strong gt lt sub gt Allowed Style propertie lt dd gt lt div gt lt dl gt lt dt tr gt lt ul gt Paragraph Styles lelea Words0 More information about text formats t gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt lt hS gt lt h6 gt lt hr gt lt li gt lt ol gt lt p gt lt pre gt lt span gt In the image above we see the edit form of a piece of content Within the uOttawa Web CMS distribution is a tool called the dual language editor The purpose of the tool is to allow you to edit both the English and French content at once 48 User Guide for the University of Ottawa s Drupal Web Content Management System When using the tool the edit form is separated into two sections translatable and non translatable fields When writing content you can make either of the language s fields bigger by clicking on the Expand button at the very top o
44. 5 1 Node To view a Node navigate to Content from the toolbar Here you will see a list of all the nodes that exist on your site Find the specific node you want to view and click on the title of the node This will take you to the full node page which will display according to the images in Section 4 3 Section 4 5 2 Content Snippet To view a Content Snippet you must know which page it is being used on Generally Content Snippets will be used on the landing pages of your site The key thing to take away when working with Content Snippets is that each Content Snippet may appear on multiple pages within your site Section 4 6 Publishing your content Publishing and un publishing content only applies to Nodes To perform either operation navigate to Content from the toolbar Here you will see a list of all the nodes that exist on your site Find all the nodes that you wish to modify and check the checkbox to the left of each row Then in the Operations dropdown select either Publish or Unpublish Then click Execute 1 Filtering the content Title Type Any 2 Selecting the content TITLE Test M Lorem Page 2 M Lorem Page 3 Lorem Page 1 TYPE Basic Page Basic Page Basic Page Basic Page Author AUTHOR admin admin admin admin Published Vocabulary Any PUBLISHED Ho Any UPDATED 10 09 2014 09 15 2014 09 15 2014 09 15 2014 11 49
45. 98 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 1 2 Managing the breadcrumb settings Here is what the breadcrumb settings look like by default _ Appearance University of hittps www uottawa ca en admin appearance settings uotti Google Hello admin Log out Data Structure o People Modules BREADCRUMB SETTINGS Breadcrumbs Depth Show all breadcrumbs Display breadcrumb Yes x Breadcrumb separator I Text only Don t forget to include spaces V Show home page link in breadcrumb Append a separator to the end of the breadcrumb Useful when the breadcrumb is placed just before the title Append the content title to the end of the breadcrumb Useful when the breadcrumb is not placed just before the title V Use Site ID name as home page link If selected the home page link will be shown and it will try to use a site ID bean for the name of it 7 Show parent site link in breadcrumb If we can locate a site ID which is the home page use its parent site name in the breadcrumbs PRODUCTION 199 User Guide for the University of Ottawa s Drupal Web Content Management System We will go over each setting and what it does to the site swa fs foe SSS Breadcrumb Depth Show All ora By default all the breadcrumbs are shown If you change this to a number the breadcrumb trail number will only show that many en
46. Bundles of the Taxonomy Term Entity Type This means that each item that you see in this list being different Vocabularies can have different types of data attached to them than the others f Content Data EE Appearance Home Administration Structure Taxonomy People Modules Configuration Services Reports Hello admin Log out Taxonomy is for categorizing content Terms are grouped into vocabularies For example a vocabulary called Fruit would contain the terms Apple and Banana Add vocabulary VOCABULARY NAME Content Groups Languages Site Sections Tags Save OPERATIONS edit vocabulary edit vocabulary edit vocabulary edit vocabulary ist terms ist terms ist terms ist terms add terms add terms add terms add terms Show row weights 87 User Guide for the University of Ottawa s Drupal Web Content Management System From this point there are two options Option 1 Click list terms to see all the terms that belong to that specific Vocabulary f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Taxonomy Taxonomy is for categorizing content Terms are grouped into vocabularies For example a vocabulary called Fruit would contain the terms Apple and Banana Add vocabulary Show row weights VOCABULARY NAME OPERATIONS Content
47. By participating in development you help new features get completed faster 17 User Guide for the University of Ottawa s Drupal Web Content Management System Section 3 Understanding the Web CMS This section will cover the basic concepts required to properly understand our Web CMS distribution This begins with the term distribution In this case this refers to all of the code that makes up our content management system This code generally falls into one of three categories e Drupal 7 Core e Drupal community contributed modules and e Drupal modules built in house Section 3 1 Key benefits of the Web CMS A primary goal of Drupal Migration Project is to have everyone at the University using a standard Web publishing system There are several benefits to this centralized approach to the University s web strategy 1 The first of which is accessibility whose framework was laid out in the Accessibility for Ontarians with Disabilities Act AODA in 2005 By having a centralized system we can provide the uOttawa web community with fully accessible widgets and design patterns that they can use to build their websites in accordance with AODA 2 Another benefit is we will are able to quickly patch any security holes which may arise in the future thereby offloading webmasters 3 Additionally our distribution provides a fully responsive experience so that all websites built with it provide a device specific experience for our users an
48. Content Group Queue and click View f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Nodequeues LIST SETTINGS Add simple queue Add taxonomy queue TITLE a MAX NODES SUBQUEUES OPERATION Bio Group Queue Infinite 0 View Edit Delete Content Group Queue Infinite 2 View Edit Delete FAQ Group Queue Infinite 0 View Edit Delete 103 User Guide for the University of Ottawa s Drupal Web Content Management System If you have more than one subqueue locate your term Home Slideshow for our example and click View If you only had the one subqueue then you will have been taken directly to the subqueue page and can continue at the next step f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Nodequeue Content Group Queue VIEW EDIT QUEUE SYNDICATE Max nodes in queue Infinite TITLE IN QUEUE OPERATION Home News 1 View Home Slideshow 3 104 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see a list of all the content tagged to that subqueue Each item may be dragged and dropped to change its position It is important to note that every new item added to the queue will always be put at the top of this list This is suitable if we are looking to make a news widget where al
49. Drupal Web Content Management System Enable or disable clean URLs for your site RSS publishing Configure the site description the number of items per REGIONAL AND LANGUAGE feed and whether feeds should be titles teasers full text Regional settings Settings for the site s default time zone and country WORKFLOW Date and time Rules Configure display formats for date and time Manage reaction rules and rule components Languages Configure languages for content and the user interface SYNDICATION SETTINGS Translate interface Translate the built in interface and optionally other text Content Servers Control which servers are available to send content to Entity translation Configure which entities can be translated and enable or disable language fallback String overrides Provides a quick and easy way of replacing text on the site Multilingual settings Configure extended options for multilingual content and translations Translation sets Translation sets overview Server IP 137 122 8 70 Server Name www uottawa ca PRODUCTION 221 User Guide for the University of Ottawa s Drupal Web Content Management System Once open click on the Translate tab highlighted in blue below This will allow you to search for and view the translations It also allows you to edit them To start with enter text you are looking for in the String contains field highlighted in green This is case sensit
50. Guide for the University of Ottawa s Drupal Web Content Management System f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus My Menu LIST LINKS EDIT MENU SYNDICATE TRANSLATE MENU LINK ENABLED WEIGHT OPERATIONS There are no menu links ye Add link Show row weights 144 User Guide for the University of Ottawa s Drupal Web Content Management System You will be taken to the menu item edit form On this form fill in the publicly viewable Menu link title the Path that the new link points to and be sure to check the Show as expanded option Checking Show as expanded will ensure that any embedded items are shown at all times Once you have finished click Save f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus My Menu My Menu LIST LINKS EDIT MENU SYNDICATE TRANSLATE Menu link title Menu Item Name The text to be used for this link in the menu Path new page path The path for this menu link This can be an internal Drupal path such as node add or an external URL such as http drupal org Enter lt front gt to link to the front page Description Shown when hovering over the menu link Enabled Menu links that are not enabled will not be listed in any menu Show as expanded If selected and this menu
51. HTML This parser extracts a value from an HTML document using CSS Only applies to HTML sources CSV single value This parser extracts the contents of a cell in the row Only applies to CSV sources CSV multi value This parser extracts the contents of a cell in the row and breaks it apart into multiple values based on a separator Only applies to CSV sources Section 5 6 4 1 Common parser settings Each parser has two common settings The first is the Property Name When mapping data into the importer the property name is what you will see for the value generated by the parser The second is Repetitive Value Handling Certain parsers have the possibility to generate more than one value for example a Stripped HTML parser looking for lt a gt tags with the class my content might find many such elements You have four options on how to handle this scenario e Treat as multiple values If the import object supports multiple values on the property you want to map to such as a multi value field you can use this option to import them all to the same object Concatenate multiple values into a single object This option will glue the values together as strings and use the result as the value Treat as separate objects This option will cause Sitecopy to perform one import for every value found Only use this if all the other parsers will generate the same number of objects e Ignore all but the first value This option will cause Sitecop
52. Hello admin Log out Ta Content Data Structure Q Appedeamee People Modules Configuration Services Reports v SITE ID SETTINGS V Show primary parent Display the primary parent site name above the site ID V Show secondary parent Display the secondary parent site name above the site ID y GLOBAL FOOTER SETTINGS PRODUCTION sting ies Bescon Show primary parent On Off If your site ID specifies a parent site it will only display it if this box is checked This lets you use the parent site in the breadcrumb without having to display it Show secondary parent On Off If your site ID specifies a secondary parent it will only display if this box is checked For more information see section 5 6 1 203 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 1 6 Managing the global footer The global footer is the black bar at the bottom of every page Students uoZone Employees Jobs Me in y Library Governance Policies Feedback G sity of Ottawa Emergency Contact the University of Ottawa C la j a Appearance University of amp hitps www uottawa ca en admin appearance settings uottawa_zen E Google P Ww B B f Hello admin Log o 3 Content Data Structure Q Appeorance i People Modules Configuration Services Reports vy GLOBAL FOOTER SETTINGS E Disable social media buttons on the footer AVO eletta s E PRODUCTION S
53. If you are going to use it as the lt h1 gt for the page then you should put it in a row by itself at the top of the page The widget is named Page title and it is classified underneath Content Add content to Center oe Dynamic Content List E Page title Menus Dynamic View Minipanels uOttawa Calendar uOttawa Widgets View panes 125 User Guide for the University of Ottawa s Drupal Web Content Management System The configuration settings are fairly simple Enter an English title and a French title for your Panels page This is the text that will appear before the pipe in the window or tab title bar as shown above i e Hello World in our example If you do not want to display the lt h1 gt tag check the option to hide it Configure new Page title Close Window You may use keywords from contexts as well as title to contain the original title v PAGE TITLE English F Hide the H1 tag from being shown Finish Cancel 126 User Guide for the University of Ottawa s Drupal Web Content Management System Once you ve added your Page Title widget to the page change the Title type to From pane This will tell Panels to use the title provided by a pane as the title of the page itself as well Once you have done this you will need to click Update and save in order to proceed to the next step Clone Export Delete Disable Add variant Import var
54. LATE WEBFORM RESULTS Form components Conditionals E mails LOCALIZATION BY STRING TRANSLATION Expand the fieldset Localization by string translation and check the options Expose Webform component strings suitable for translation and Keep a single Webform across a translation set Save your changes You only need to do this once for every Webform created v LOCALIZATION BY STRING TRANSLATION This feature implements an il 8n_string integration and let you keep a single webform across several nodes in a translation set This feature is useful when you want one single webform node acrossdifferent languages v Expose webform component strings suitable for translation Use the il 8n module to translate webform component strings v Keep a single webform across a translation set When you use the i 8n module to translate webform component strings you may like to keep a single webform to attach on each node from a translation set 185 User Guide for the University of Ottawa s Drupal Web Content Management System Once you have done this in your main navigation bar navigate to Configuration and under Regional and Language click on Translate interface f Content Data Structure Appearance People Modules Configuration Reports Hello user Log out Metatag Configure Metatag defaults SYNDICATION SETTINGS Clean URLs Enable or disable clean URLs for your site Faerie entre Control which servers are ava
55. Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis u OLENA Lorem ipsum Donec quis felis sollicitudin convallis lorem ac rutrum augue Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae In interdum nunc ex ut vulputate orci viverra non Maecenas gravida laoreet convallis Morbi euismod pharetra efficitur Integer urna tellus iaculis in eros id bibendum mattis ipsum Vestibulum at arcu id massa commodo laoreet Praesent vestibulum justo eu urna sollicitudin eget blandit tortor congue Quisque non dapibus neque Phasellus vel nisi ac ipsum tincidunt ultricies Dolor sit amet Integer in tortor in diam hendrerit tincidunt vitae vel mauris Aliquam id consequat odio Quisque vel vulputate est Aenean fringilla ipsum nulla eu sollicitudin nibh varius vitae Proin posuere ante et tempus semper Nunc congue ligula sed nulla ullamcorper mattis Maecenas nec dui ut purus placerat pulvinar Etiam convallis mi pharetra semper tempor arcu purus aliquam augue vel auctor arcu libero id libero Sed fringilla condimentum efficitur Etiam rutrum malesuada justo eu volutpat mi faucibus non Cras nec arcu justo 37 User Guide for the University of Ottawa s Drupal Web Content Management System 38 User Guide for the University of Ottawa s Drup
56. Nunc congue ligula sed nulla ullamcorper mattis Maecenas nec dui ut purus placerat pulvinar Etiam convallis mi pharetra semper tempor arcu purus aliquam augue vel auctor arcu libero id libero Sed fringilla condimentum efficitur Etiam rutrum malesuada justo eu volutpat mi faucibus non Cras nec arcu justo 36 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 4 News Article Description A News Article offers a simple layout that renders the title the publication date the body and the primary image if applicable associated with the article Use a News Article anywhere where you have news items Fields The main fields available to News Articles are the Title the Summary the Body the Primary Image and the Publication Date The summary will only be used if the News Article is integrated elsewhere on the site For a more detailed explanation on all these and other fields available to News Articles refer to Appendix 4 Example Example of a News Article Posted on Sunday Mar 1 2015 Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod
57. System Upon clicking the gear a menu will appear On this menu click change under the Style header Center Dynamic Content List Entities Node o Disable this pane DCL Settings Settings CSS properties f x Style Update Update and save Update and preview kie Vic Visibility rules No rules Add new rule Settings Locking No lock Change Caching No caching Change Remove 132 User Guide for the University of Ottawa s Drupal Web Content Management System Doing so will open a pop up Select Component Styles from the list and click Next Pane style for Dynamic Content List 3 Close Window Style _ Custom style _ System block _ No markup at all _ DEPRECATED uOttawa Styles DO NOT USE EVER i No style _ Rounded corners 133 User Guide for the University of Ottawa s Drupal Web Content Management System You now find yourself and the Component Styles form where you can configure everything you need to style your content Before get into the details want you to notice that at the very bottom of the page there is a Save button This is the button you will click once you have completed whatever configuration you wish to have Style settings for style Component Styles Pane Dynamic Content List 3 Close Window gt TITLE gt DISPLAY FORMAT gt STYLING ADVANCED SETTINGS Save As you can see from the image above there are four fieldsets in our form htt
58. Tags This field allows you to tag your content This may be used in the future to enhance the search capabilities of every site Published Timeframe If you have time sensitive content you may use this field to set a publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public Sidebar Reference If your content belongs to a specific subsection of your site you may be able to add a sidebar so that your content will be consistent with the rest of the subsection Appendix 5 Blog Entry Title Required The title of your piece of content 73 User Guide for the University of Ottawa s Drupal Web Content Management System The URL where people will be able to view this piece of content Summary A brief summary of your piece of content meant to be displayed within teasers on landing pages Body Required Related Links Content Groups Published Timeframe Sidebar Reference The most important field This is where you will write your content This is meant for links related to your current piece of content The Title portion of this field is for the text that will be visible to the public while the URL is the path where the related content lives This is a list of terms to which your piece of content may belong Most of these terms are associated with distinct parts of your site so be care
59. Title should be used per page 84 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 12 General Content Snippet Link This is where you specify the URL of the external content If the content does not fall under the uottawa ca domain you should check the Open URL in a new window option This is where you will write your content Label Required An administrative label for the snippet Primary Image You may attach to this field an image that will be used within teasers on landing pages Summary A brief summary of your piece of content meant to be displayed Yes within teasers on landing pages 85 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 Webmasters and Web administrators Webadmin Section 5 1 Creating new taxonomy terms To create a new taxonomy term first click Structure within your admin toolbar A Content Data Structure Appearance People Modules Configuration Services Reports You should now see the Structure page On this page click Taxonomy je Modules figuration Services Reports Hello admin Log out Home Administration Structure Block types Hello admin Log out 86 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see the list of all of the Vocabularies that exist on your site Using Drupal terms Vocabularies are the fieldable
60. User Guide for the University of Ottawa s Drupal Web Content Management System Introduction Drupal is an open source Web content platform upon which the University of Ottawa s main websites are built It allows content providers and webmasters the ability to maintain their websites while allowing for a seamless experience for Web visitors The version of Drupal that the University uses and supports has been adapted to meet the needs of our bilingual environment This guide provides an overview on how you can take advantage of this system to create robust and innovative websites Section 1 Introducing the Department of Game Development In order to better demonstrate the tools in the University s Web CMS we present the fictional Department of Game Development that in this example belongs to the Faculty of Engineering Recently they have decided to migrate their old website onto the new Web CMS platform We will follow their progress through this guide as they go through the process towards launching their new site Each section of this documentation will finish with an example of some of the work that must be done in order to create and manage this new site See below for an example Case Study Understanding the process As the first step in migrating their site the Department webmasters communications specialists and developers each review the documentation for their new site in order to better understand the process You also migh
61. Widgets Based on your technical requirements document select the features of the site that you will need For the Language Detection Method consider your primary URLs Each has two important components it s domain and its path In http engineering uottawa ca mechanical engineering uottawa ca is the domain and mechanical is the path note that not every URL has a path Follow these rules for selecting an option e f your site has different English and French domains but the same path or no path select The site has language specific domains 13 User Guide for the University of Ottawa s Drupal Web Content Management System e f your site has different English and French paths but the same domain select The site has language specific paths e f your site has different English and French domains and paths consider another factor If the user visits the site using the English domain and the French path which of the following scenarios would you want to apply o To have them land on the English page select The site has both language specific domains and paths and want to use the domains o To have them land on the French page select The site has both language specific domains and paths and want to use the paths e f your site has the same English and French primary URLs select This site does not have language specific domains or paths Note that it is preferable to have language speci
62. agement System If we continued our example and clicked Existing node we would now be presented with a settings form for that content Most of the items in this menu will have some type of settings form Each varies from the other depending on the type of information needed to properly render the content Configure new Existing node 3 Close Window Enter the title or NID of a node These will change depending on the type of content being added View Mode Teaser Regardless of the settings form each will have a Finish button Once you are done changing the settings for any type of content click Finish You should now be back at the Panel or Mini panel layout Once you have added all your content be sure to click Update and save for a Panel or click Save for a Mini panel 123 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 3 5 Managing panels metadata Most modern search engines do not require additional metadata to properly categorize your page In fact Google ignores essentially all the metadata provided to it except the lt title gt tag and the lt meta gt tag for description and it only uses these to display the results to the user The best way to improve your SEO is to make sure your content is well written for the web If you want to specify a meta description you can enable the Metatag Panels module this will give you the ability to specify a meta d
63. ages 80 User Guide for the University of Ottawa s Drupal Web Content Management System Biographical Groups This is a list of terms to which your piece of content may belong reserved for biographical type content Most of these terms are associated with distinct parts of your site so be careful which terms you select Tags This field allows you to tag your content This may be used in the future to enhance the No search capabilities of every site No Published Timeframe If you have time sensitive content you may use this field to set a publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public Appendix 9 Program Link Title Required The title of your piece of content The URL where people will be able to view this piece of content Summary A brief summary of your piece of content meant to be displayed within teasers on landing pages The discipline to which your program is related to Link Required This is where you specify the URL of the external content If the Yes content does not fall under the uottawa ca domain you should check the Open URL in a new window option 81 User Guide for the University of Ottawa s Drupal Web Content Management System Faculty Groups Published Timeframe This is a list of terms to which your piece of content may belong reserved for faculty
64. ages on display Media browser settings Configure the behavior and display of the media browser Image toolkit Choose which image toolkit to use if you have installed optional toolkits SEARCH AND METADATA Google Appliance Configure options for search via Google Search Appliance Search settings Configure relevance settings for search and other indexing options URL aliases Change your site s URL paths by aliasing them Custom Search Customize the default search change labels default texts ordering and display content types and taxonomy selectors Metatag Configure Metatag defaults Clean URLs Enable or disable clean URLs for your site DEVELOPMENT Performance e page caching for anonymous users and set CSS and JS bandwidth optimization options Logging and errors Settings for logging and alerts modules Various modules can route Drupal s system events to different destinations such as syslog database email etc Maintenance mode Take the site offline for maintenance or bring it back online Testing Run tests against Drupal core and your active modules These tests help assure that your site code is working as designed Filter database logs Control which types of messages are stored in the database jQuery update Configure settings related to the jQuery upgrade the library path and compression Managed Configuration WEB SERVICES RSS publishing Configure the site description the num
65. al Web Content Management System Section 4 3 1 5 Blog Entry Description A Blog Entry offers a simple layout that renders the title the publication date and the body Use a Blog Entry anywhere where you have blog posts Fields The main fields available to Blog Entries are the Title the Summary the Body and the Release Date i e the publication date The summary will only be used if the Blog Entry is integrated elsewhere on the site For a more detailed explanation on all these and other fields available to Blog Entries refer to Appendix 5 Example Example of a Blog Entry Posted on Wednesday Mar 1 0000 Blog Post Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis Lorem ipsum Donec quis felis sollicitudin convallis lorem ac rutrum augue Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae In interdum nunc ex ut vulputate orci viverra non
66. ame will be D partement de d veloppement de jeu e PC GAME DEVELOPMENT o The primary contact for the main site will be M Dubois whose extension is x666 and can be reached at mdubois uottawa ca The site will be bilingual The English URL will be http engineering uottawa ca game development pc The French URL will be http genie uottawa ca developpement jeu pc The English site name will be PC Game Development The French site name will be D veloppement de jeux PC Section 2 2 3 Step 3 Requesting your site Once you have your information lined up for each site open this URL in your browser http dev webcms uottawa ca en uosm request You can use this form to request that your site be created Start by creating a request for the top level site then create another request for each sub site Here is a short guide on each field Name Enter the name of your primary contact 12 User Guide for the University of Ottawa s Drupal Web Content Management System Extra URLs English Usually you can ignore this but if your site is designed to be access through other URLs please enter the English ones here Please consult with the Web CMS team if this is the case Extra URLs French As above but enter the French URLs Parent Site If your site is a sub site of another one please select it from the list We try to minimize the number of top level sites so if any of the options are logical please select it Apps and
67. anding If this new page is going to be a landing page where the page title is the Site ID This class adds padding between the navigation and the main content that would normally be filled by the page title header f Content Data SEDEME Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Pages LIST WIZARDS SYNDICATE Basic settings Choose layout Panel settings Panel content Administrative title Panel Administrative title of this variant Disable Drupal blocks regions Check this to have the page disable all regions displayed in the theme Note that some themes support this setting better than others If in doubt try with stock themes to see Remove body CSS classes The CSS classes to remove from the body element of this page Separated by a space For example no sidebars one sidebar sidebar first sidebar second two sidebars Add body CSS classes The CSS classes to add to the body element of this page Separated by a space For example no sidebars one sidebar sidebar first sidebar second two sidebars Renderer Standard Renders a panel normally This is the most common option CSS ID The CSS ID to apply to this page CSS code Enter well formed CSS code here this code will be embedded into the page and should only be used for minor adjustments it is usually better to try to put CSS for the page into the theme if possible This CSS
68. ant to become the new front page from the list Click Edit f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages LIST WIZARDS SYNDICATE Add custom page Import page Type Storage Enabled Search Sort by Order lt All gt lt All gt lt All gt Enabled title 4 Up 4 Apply Reset TYPE NAME TITLE PATH STORAGE OPERATIONS Enable Enable Custom page home Home home Normal Custom page home_2 About about Normal Custom page your_page_name Your page name new page path Normal Enable v Enable Enable Enable Enable Create a new page 114 User Guide for the University of Ottawa s Drupal Web Content Management System You will now find yourself on the Page s edit form Here click Basic under the Settings within the left navigation bar Data Structure Appearance fi Content Home Administration Structure Pages Your page name Summary Settings Basic Access Menu Variants Panel Summary General Selection rules Contexts Layout Content Preview Summary People Modules Configuration Services Get a summary of the information about this page Storage Status Path Access Menu Panel Storage Status Selection rule Layout Normal Enabled new page path This page is publicly accessible No menu entry Normal Enabled This panel w
69. are the same text Be mindful that this includes links found in the global header global mega menu and global footer o Avoid opening links in a new window o Avoid adding any information in the Title text field of a link as this text is not read by most screen readers o Avoid using vague directives for the text of a link such as Click here Learn more or Contact us The link text should be unique and provide context for the user o When linking to a document indicate the type and size of the file within the link e g read the Multi Year Accessibility Plan PDF 1 1 MB e Tables o Only tabular data should be used in tables o Tables should not be used for design purposes o Identify all table headers using the lt th gt element o If appropriate add a table lt caption gt for the title of the table e Images o There should never be any text within images This is a very poor Web practice o Alternative text a All images require an alt tag e Simple informative images If the image conveys information that helps understand the message you must provide alternative text that conveys that information 24 User Guide for the University of Ottawa s Drupal Web Content Management System e Decorative images Due to current limitations you must provide an alternative text even if the image is decorative However in the future if the image is purely decorative and does not provide any additional content the alter
70. ate a new term the subqueue will only be generated once an item has been tagged to the newly created term Read Section 5 2 for more on subqueues 101 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 2 Working with nodequeues As mentioned in Section 5 1 there is a nodequeue associated with each of the vocabularies ending in groups At its core a nodequeue allows you to reorder content within the queue thus allowing you to present information to the public in the order you desire Every time you add a term to a vocabulary that has a nodequeue a new subqueue will be created for that term If we follow the example from Section 5 1 and provided you have tagged content to the term then you should now have a subqueue called Home Slideshow on your site that contains at least one item To view this subqueue first click Structure within your admin toolbar Hello admin Log out a Content Data Structure Appearance People Modules Configuration Services Reports You should now see the Structure page On this page click Nodequeues Mini panels Add edit or delete mini panels which can be used as blocks or content panes in other panels Pages Add edit and remove overridden system pages and user defined pages from the system 102 User Guide for the University of Ottawa s Drupal Web Content Management System Since the term that was created belonged to Content Groups locate
71. b Content Management System e Delimiter Enclosure Escape Character These are set to the standard values for CSV files already Only change them if you have uploaded a different file format e Has Header Row Checking this will cause Sitecopy to ignore the first row of data Section 5 6 3 3 Using Sitecopy CSV Data Sheet This handler is similar to the previous one except that it treats the whole sheet as a single data source It is designed exclusively to be used with custom parsers that deal specifically with data sheets It has similar fields to the Sitecopy CSV source It you are going to use these exercise caution sheets over a few hundred rows have been known to cause outages on sites due to memory limitations You can split the sheet into multiple smaller sheets and run them in two separate jobs 165 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 6 4 Managing Sitecopy parsers Parsers are designed to take a source object and extract some kind of data from them There are a decent number of parsers Ones prefixed with Custom have been written with specific sources in mind and we do not advise you use them unless they were written for your pages Each parser has a name This is just the display name that is used for you to manage the parser later The types of parsers are Source property This pulls a value from the source object directly and applies to both CSV and HTML sources Stripped
72. be used for visual or explanatory purposes such as the Fieldset and Markup components The form components available include the following Date A field with an optional calendar widget that allows the end user to select a date within a specified timeframe E mail A field that will validate an email address entered by the end user Fieldset The Fieldset serves to group related fields and elements together and will place a border around them File A button that allows the end user to upload a file 177 User Guide for the University of Ottawa s Drupal Web Content Management System Grid A table where the leftmost column contains different questions and the topmost row contains the possible options answers that are common to all the questions Use case example You could ask the user to rate different services The names of the services would then be the questions while the levels of satisfaction e g Excellent Mediocre or Poor would be the options answers An element which will not be displayed on the form You can use this to automatically populate the submission with extra content The Markup component allows you to add a block of formatted text to your form All of the form components have their own settings to configure how they display and handle user input if applicable Checking the option Required will make the component mandatory for the user to fill out 178 User Guide for the Universit
73. ber of items per feed and whether feeds should be titles teasers full text PRODUCTION 206 User Guide for the University of Ottawa s Drupal Web Content Management System This will take you to the Performance page shown below Most of the settings on this page should not be touched for optimal performance If you would like to clear the cache click the Clear all caches button highlighted below in orange Note that this process will take a minute or two to perform and the first few requests to your site may be slow after clicking this button We do not recommend doing so during times of heavy traffic unless it is necessary Aa Performance University of X amp hitps www uottawa ca en admin config development performance f Content Data Structure Appearance People Modules Configuration Services reports Hello admin Log out Home Administration Configuration Development Performance CLEAR CACHE Clear all caches CACHING V Cache pages for anonymous users Cache blocks Block caching is inactive because you have enabled modules defining content access restrictions PRODUCTION Section 6 2 2 Clearing the caches for a specific URL 207 User Guide for the University of Ottawa s Drupal Web Content Management System We have several controls in place that trigger the clearing of the caching mechanisms for specific URLs when the content contained within is modified However
74. ble to the public while the URL is the path where the related content lives 68 User Guide for the University of Ottawa s Drupal Web Content Management System Page Section You may select a Page Section instead of specifying a Path If your webmaster has elected to use this feature we recommend doing so as well Your page will receive a path appropriate for the section you pick If you also specify a Path the Path will take precedence Published Timeframe If you have time sensitive content you may use this field to set a publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public Sidebar Reference If your content belongs to a specific subsection of your site you may be able to add a sidebar No so that your content will be consistent with the rest of the subsection Appendix 2 Content Link Title Tite Required The title of your piece of content title of The title of your piece of content piece of content Summary A brief summary of your piece of content meant to be displayed within teasers on landing pages Link Required This is where you specify the URL of the external content If the content does not fall under the uottawa ca domain you should check the Open URL in a new window option Primary Image You may attach to this field an image that will be used within No teasers o
75. bled Module Themes enabled YAMLConfig enabled Taxonomy enabled Options enabled Field enabled Field SOL storage enabled Title enabled System enabled WebCMS Core enabled YAMLConfig Bean enabled Bean enabled Entity API enabled Bean Admin UI enabled YAMLConfig Core Content enabled Universally Unique ID enabled YAMLConfig Core Configuration enabled YAML Temporary Variables enabled YAMLConfig Files enabled File entity enabled File enabled YAMLConfig Metatag Configuration enabled Metatag enabled Token enabled YAMLConfig Nodequeue Configuration enabled Nodequeue enabled YAMLConfig Field Replace Title Configuration enabled YAMLConfig WYSIWYG Configuration enabled Wysiwyg enabled YAMLConfig Custom Cron Times enabled Ultimate Cron enabled Background Process enabled Progress enabled XSL Menus enabled Multisite Locale enabled Locale enabled JQuery Mobile enabled Libraries enabled Cache Wipe enabled Path Usage enabled Unique Queue enabled Drupal Cache enabled Rules UI enabled Rules enabled Entity tokens enabled JQuery Hover Intent enabled Custom Search Blocks enabled Block enabled Custom Search enabled Search enabled Content Snippets enabled Wysiwyg Button Order enabled User enabled Node enabled Date enabled Date API enabled Date Popup Authored enabled Date Popup enabled Rules Scheduler
76. bled for Global Redirect Google Analytics PRODUCTION u 208 User Guide for the University of Ottawa s Drupal Web Content Management System This will bring you to the first tab of our external cache control configuration which allows you to queue a URL Note that for performance reasons we do not default to clearing the page immediately Instead the queue is processed every three hours Adding a URL to the queue will have it wiped the next time your site checks the list which should be less than three hours This queue affects both the Varnish cache and the Drupal cache in the correct order so you do not need to worry about the Drupal cache as well Adding a URL to the queue is as simple as entering the URL in the box and clicking Queue You can enter either an absolute URL like http www uottawa ca en or a Drupal URL like lt front gt or node 10 We recommend you use the Drupal URL as much as possible and the un aliased version of it especially Drupal will automatically determine the URLs related to it and queue them as well but this is less likely to work if you use an alias or an absolute URL Note that once the URL is cleared the next request to it may take a couple of seconds to load completely External Cache Control U X https uottawa ca en admin config system external_cache F g f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home A
77. bout the Department http engineering uottawa ca game No development about html 1 2 Programs of Study http engineering uottawa ca game Webmaster Yes Yes development programs html 1 2 1 PC Game Development http engineering uottawa ca game Program Head Yes Yes development pc html 1 2 2 Steam Game Development http engineering uottawa ca game Program Head Yes Yes development steam html 1 2 3 Video Game Development http engineering uottawa ca game Program Head Yes Yes development video html IES Why Study Game http engineering uottawa ca game Webmaster No Yes Development development whystudy html Section 2 1 4 Step 4 Updating your URLs User Guide for the University of Ottawa s Drupal Web Content Management System After you have created your content inventory you will need to standardize the new URLs for Drupal For each page in your content inventory use the following guidelines to decide on an English and French URL for each page e t should consist of clear and concise English or French words that e Make the topic of the page clear to the reader and e Can serve as a good keyword for search engines It should not contain any short non descriptive articles conjunctions or prepositions e g the a to for in and or etc It should not be an acronym It should not duplicate words at any level It should replicate the hierarchy found in your navigation Words should be separated by hyphens
78. c attribute and will be Violet displayed as the background image page _header_en Plain text in English This should be the English name of your site to be read to screenreaders page header _fr Plain text in French This should be the French name of your site to be read to screenreaders title Plain text bilingual This should be the text you want to display in the title bar We recommend that Orange this should be English Site Name French Site name 194 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 9 Assigning user roles Future Features In the future we plan on extending this system to better allow webmasters to manage the permissions of their subsites through the introduction of our role management tool Once this tool is introduced this process as described below will no longer be available to Webmasters or Webadmins The uOttawa Drupal Web CMS provides five levels of roles that users can be assigned to In order to assign roles you must have at minimum the Webmaster role Most users will have either the Contributor Editor or Webmaster roles e ae Contributor Contributors can perform basic editing tasks but they are unable to publish content This role is suitable for users who have little experience with uOttawa s Drupal Web CMS or HTML and only need to make small changes Editor Editors can perform more advanced
79. ch as a list of News Article summaries e Panel Pages which can only be created and changed by webmasters are used for pages with more complex layouts such as the landing pages of your site A Panel page is like a wireframe it provides webmasters with the option to define their own layout to specify the exact content they want to have on that page and to determine how they want that content rendered See Section 3 6 for more information on Panel pages e That said the content itself is managed separately from the page Snippets are often used to add titles blocks of text and images to a Panel page Nodes are often rendered in formatted lists For example your webmaster could add a section on your home page that pulls the titles and summaries of all News Article nodes tagged with the Content Group Home Page News Contributors and Editors both have access to Nodes while only Editors have access to Snippets Each of the subsections that follow will cover the different tyoes of Nodes and Snippets that may be available on your site starting with the most common 30 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 Nodes Nodes can be thought of as entire pages or pieces of content that you would like to display on your website These pieces of content can include pages articles blog posts links that are associated with summaries and images and more All nodes can be found under the mai
80. cial Media Tools Allows you to easily create social media items Sub Units Departments If your site has need of departments or other sub units this enhances several other modules to better support them 228 User Guide for the University of Ottawa s Drupal Web Content Management System Widgets e uOttawa Dynamic View This module provides an easy to use widget for displaying lists of content e uOttawa Maps This module provides a map widget that you can use to display locations e uoZone Login This module provides a widget that displays a login form for uoZone Other e YAMLConfig Export Allows you to see and export YAML config variables e Coder Allows you to review your code changes from within Drupal 229
81. ction 5 5 156 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 5 2 Creating a new Footer To create a new Footer first click Structure within your admin toolbar f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Then click Mini panels Menus Add new menus to your site edit existing menus and rename and reorganize menu links Mini panels Add edit or delete mini panels which can be used as blocks or content panes in other panels Nodequeues Create and maintain simple nodequeues You will now see the Mini panels page where all of your site s Mini panels are listed On this page click Add Home Administration Structure Mini panels LIST SETTINGS SYNDICATE Import Category Layout Storage Enabled Search 157 User Guide for the University of Ottawa s Drupal Web Content Management System Enter an administrative title for your Mini panel and click Continue Home Administration Structure Mini panels Add a new mini panel O UST SETTINGS SYNDICATE Settings Context Layout Content Administrative title My Minipanel Machine name my_minipanel Edit This will appear in the administrative interface to easily identify it Administrative description Category The category that this mini panel will be grouped into on the Add Content form Only upper and lower
82. d on the delimiter For example if you had Undergraduate Graduate in a cell selecting a delimiter of would give you two values Undergraduate and Graduate There is currently no escape character option Use this when you want to supply a set of multiple values to the same field Section 5 6 5 Managing Sitecopy filters Filters offer a method of altering data between parsing and mapping They provide useful transformations that may need to be applied to many different types of data Here s a brief list of the types available Filter Date and Time Sometimes date time fields may not be importing correctly This correctly transforms the extracted value into a standard Drupal date time format Strip HTML This removes all HTML tags from the input field Regex Replace This is an advanced option that uses a regular expression to transform data from one format to another Trim and deduplicate spaces This option will replace all instances of one or more spaces with a single space and then remove excessive spaces from the start and end of the input Useful if you have excessive whitespace Strip HTML comments This option only removes HTML comments from the input Strip CData blocks If your content contains CDATA blocks this removes them and converts the text to plain text Unicode sanitization We recommend using this filter on most data It converts characters that MySQL may not understand correctly to a better format If yo
83. der to make the site more usable we will conduct a survey of our students to see what kind of information they are looking for on our site Success Metrics User Guide for the University of Ottawa s Drupal Web Content Management System e Wewill be using Google Analytics to analyze traffic to our site to determine whether or not we are getting increased interest Section 2 1 2 Step 2 Assessing where you re at Before migrating your site to Drupal it is important to have an understanding of your existing content First create a site map and a content inventory for your existing site If you are not migrating from an existing site you can create a content inventory for your new site and modify the steps below as needed You should still follow Step 3 and prune your planned content to ensure it is relevant A content inventory is a list of all the pages on your current site with the following information e An ID number that shows the hierarchy Old URL both French and English if applicable Current page title both English and French if applicable The role responsible for providing and updating the content Whether or not the current content is accurate and up to date Whether or not the current content is useful to the business and or the audience o You should consult your communications plan in order to determine this You can use the University s Sitelmprove tool in order to build a list of all the web pages on your site A
84. derstanding the Agile development cycle The Web CMS project follows an agile development cycle Each cycle is composed of two weeks of feature coding followed by a week of bug fixes code review and planning for the following cycle During this third week a steering session is held to review incoming issues move them to their proper bin requirements product long term rejected etc and rank all issues by order of priority This order is then used to determine which issues will be worked on during the next development cycle 23 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 Contributors amp Editors This section will cover everything you need to know about creating and managing the content on your site Section 4 1 Writing for the Web Section 4 1 1 Accessible content In accordance with the Accessibility for Ontarians with Disabilities Act AODA your content will have to abide by certain guidelines to ensure that your site is accessible The guidelines in no particular order are as follows e Text o Use the proper vocabulary and plain language To make your document easier to understand use University approved terms that are listed in the Language Services Writing Guide o Word emphasis Use bold characters to emphasize a word or phrase Do not use title headings i e tags such as h1 h2 or h3 for this purpose o You should never have two links pointing to different locations that sh
85. dministration Configuration System External Cache Control MANUAL CLEAR GLOBAL SETTINGS VARNISH URL The URL to wipe from all caching systems Aliases of it will be cleared as well so its ideal to use the non aliased URL Queue PRODUCTION Section 6 2 3 Clearing the entire site s cache Sometimes you just want to clear the entire site s cache if you ve made extensive changes to many different pages for example Doing this is relatively simple Start by following the instructions in 6 2 2 in order to access the External Cache Controls Once on the page to queue a URL for the cache click on the Global Settings tab You should see a 209 User Guide for the University of Ottawa s Drupal Web Content Management System button to Reset External Caches Clicking this button will queue a request similar to how URLs are queued in 6 2 2 to wipe all the pages for your site in both the Drupal cache and the Varnish cache J Bternal Cache Control U x n uottawa ca en admin config system external_cache setting e E Googie P A kB Home Administration Configuration System External Cache Control External Cache Control MANUAL CLEAR GLOBAL SETTINGS VARNISH RESET EXTERNAL CACHES Reset External Caches RUN BATCH NOW Run Batch Now GLOBAL SETTINGS Maximum Runtime Run Delay 30 k will not wipe external caches un The cron tas
86. dministrative or support staff member 75 User Guide for the University of Ottawa s Drupal Web Content Management System Research Interests A list of that person s research interests Phone Numbers This section allows you to enter one or multiple phone numbers associated with the person It contains the following subfields Phone Number Type By default this field offers the options Office Mobile and Home Phone Number The person s phone number Extension The person s extension if applicable Other Contact Methods This section allows you to enter one or multiple emails or other forms of communication like Skype associated with the person It contains the following subfields e Other Contact Type By default this field offers the options Work E Mail Personal E Mail and Skype e Contact Information The person s email address or skype account Primary Image The person s profile image Department Added by Faculty The academic department that person belongs to app Biographical Groups This is a list of terms to which your piece of content may belong reserved for No biographical type content Most of these terms are associated with distinct parts of your site so be careful which terms you select Tags This field allows you to tag your content This may be used in the future to enhance the search capabilities of every site Published Timeframe If you have time sensitive content you may
87. e following format Rules are triggered based on one or more events such as node creation or node update When the rule is triggered there can be a series of conditions that must be met Most data about the event is available for condition logic and both nested AND and OR conditions are possible e lf the rule is triggered and the conditions met a series of actions are taken These actions are extensive and include things like emailing a certain person or adding a node to a nodequeue For more information on exactly how you can use Rules we recommend exploring it in your local site and seeing how it works You can also check out the Rules documentation online https www drupal org node 1299990 191 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 8 Creating and managing a splash page For sites that have a fully bilingual URL we provide a splash page tool This tool creates a splash page that will be shown to visitors as the home page so that they may select a language This is only for sites that do not have a language specific domain or path component such as www uottawa ca To modify your splash page configuration go to Admin gt Configuration gt System gt Static splash page If you do not see this configuration option available you may have to enable the Static Splash Page module Configuration University X e C amp https www uottawa ca en admin config wE h Conten
88. e Panel pages allow you to choose a layout and then add content to each of the panel s regions Any Block may be added to theses regions A minipanel is similar to a panel except that a minipanel creates a Block instead of a Page Similar to a panel any Block may be added to its regions Common Blocks that you will be adding to a panel or minipanel are Node Content Snippet Minipanel and Widget Blocks Section 3 7 Understanding our theme regions The theme used by the Web CMS contains several regions in which content may be placed These are Global Header Reserved for the corporate global header Global Navigation Reserved for the corporate meganav Site ID Holds all of your Site IDs Local Navigation Holds all of your site specific navigation Main Content Reserved for the main content Block 20 User Guide for the University of Ottawa s Drupal Web Content Management System Local Footer Holds all of your site footers Global Footer Reserved for the corporate global footer Within the Blocks menu where you will see all of the above regions represented Blocks may be assigned to any region and configured to only appear on a specific subset of pages based off of URL paths Section 3 8 Understanding URL paths To generate a Web Page you need to create a node or a panel When creating either of these you will often be required to provide human readable URL paths These should follow some logical hierarchical pa
89. e for most user facing content Views are still used in the back end display An example of a view can be seen at admin content On this page the view may be sorted via additional parameters to aid in content management 21 User Guide for the University of Ottawa s Drupal Web Content Management System Section 3 11 Understanding menus Menus in Drupal are simply a list of links used to navigate your site The two important things to know is that each new Menu generates a Block which can be placed within the local navigation region and that each menu item is translatable meaning that you are not required to create language specific menus Section 3 12 Understanding apps and widgets In the Web CMS apps and widgets are distinct pieces of functionality that can be enabled or disabled on your site Where they differ is that apps usually define new Bundles while widgets provide new ways to render content in a dynamic fashion News and blogs are examples of an app while the Map and Glossary are examples of a widget Section 3 13 Understanding syndication Syndication is the solution to the problem of duplicate data across the entirety of the University s website The problem with data duplication is that someone must be responsible for updating every instance of the data should it ever change It is not feasible to expect one person to be able to do this however since most times this information is spread across multiple servers belonging
90. e importing faculty courses it is likely that every course will belong to the same faculty 3 The Language Aware setting allows you to take one parser property and set it to be the English value and one parser property to be the French value This is most useful when you are importing from a CSV and will have one column for English and one column for French Section 5 6 8 Running and re running Sitecopy Once you have finished setting up your job you can use the Run tab to start your job It will import the objects in three major steps first it runs the parser against each object then it maps and imports each object then finally it runs any post importer steps If you don t like what it imported you can use the Rollback tab to reverse the operation tweak the settings and then try again We recommend you start by testing your import on your local environment before trying it on the server as some very large operations can crash the server 169 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 Using Webforms Webforms provide a way of creating forms on your site that allow users to enter data This data is then stored in your site s database and the submission may be sent to a set of specified emails if needed Webforms can be used in a variety of scenarios however their usage does have some restrictions Webforms cannot be used to solicit personally identifiable information that could p
91. e navigated to a piece of content s edit form as detailed in Section 4 7 click on the Revisions tab within the local actions menu of the edit form You will find yourself already on this tab if you have selected the Manage Revisions option from the user actions Home Lorem News 2 Lorem News 2 VIEW EDIT REVISIONS SYNDICATE Here you will see all of the revisions associated with your piece of content 64 User Guide for the University of Ottawa s Drupal Web Content Management System DESCRIPTION Compare OPERATIONS Authored Mon 11 03 2014 08 04 Authored By user O view A new revision Authored Mon 09 15 2014 07 58 Authored By admin E C G view revert delete YAMLConfig Import You will then be able to compare the versions to see exactly what changes have been made between all of them Once you have chosen which version you wish to revert to simply click the revert button on that version s row You will be prompted to confirm the change Doing so will create a new revision for the piece of content stating that you have reverted to an older version Home Lorem News 2 Revisions View Revision Are you sure you want to revert to this older version This action cannot be undone Confirm Cancel Section 4 9 Deleting content First determine which type of content it is you want to delete Section 4 9 1 Node 65 User Guide for the University of Ottawa s Drupal Web Content Management System T
92. e your form again You will automatically be returned to the main Content tab afterwards Home My first webform Edit Webform My first webform VIEW EDIT SYNDICATE WEBFORM RESULTS Title My first webform Language English v Menu settings Not in menu Provide a menu link Revision information No revision URL path settings Alias content my first webform Meta tags Using defaults Authoring information 206879 on 03 16 2015 Publishing options Published Promoted to front page Save Preview View changes Delete Edit your Webform one last time and click on the top right tab called Webform This will allow you to set up and configure form components fields textareas dropdown lists etc conditionals email messages and recipients and form settings Each of these are explained in the following four subsections 176 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 2 1 Form components Home My first webform My first webform VIEW EDT SYNDICATE TRANSLATE RESULTS Conditionals E mails Form settings Show row weights LABEL TYPE VALUE REQUIRED OPERATIONS No Components add a component below My first field Hidden z Add Date E mail Fieldset File Grid Hidden Markup Number Page break Select options Textarea Time Form components comprise the different types of fields that the end user may have to fill out as well as other elements that may
93. em To add the French Alt text to your file locate it in the interface and click Edit Click Translate Beside French click add Fill in the French Alt text and click Save OO ON 28 User Guide for the University of Ottawa s Drupal Web Content Management System The second method is through the WYSIWYG editor when creating content Body I Ul x x Q File B U i 3 2 a Paragraph y Styles v E Add media mm Ili li Upon pressing on the media button follow steps three 3 to six 6 from above At step six 6 you will not be returned to the files interface Instead you will remain in the content edit form and your file will appear in the Textarea which you had selected 29 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 Understanding our pages and the elements that compose them The University of Ottawa s Drupal platform offers two different types of pages Nodes and Panel pages e Nodes have predefined templates so a user only needs to fill out the appropriate fields to generate a pre formatted page For example if you selected a Basic Page you would minimally only need to provide a title and a body to generate your first page Nodes can also be categorized into groups e g Content Groups FAQ Groups etc The webmaster of your site can then use these groups to render lists of content on your site su
94. em Name A edit delete Save configuration 146 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see all the available languages on your site The current title for each language is shown under the title column As we can see from the image below the default title is English To change this click translate at the end of the French row f Content Data Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus Translate Menu link EDIT MENU LINK TRANSLATE LANGUAGE TITLE STATUS OPERATIONS English source Menu Item Name original edit French Menu Item Name not translated You can now add the proper language title and then click Save translation f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Translate to French Title Nom de l article du menu Save translation 147 User Guide for the University of Ottawa s Drupal Web Content Management System Looking at the title of the available languages again will show our new title for the French language text f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus Translate Menu link EDIT MENU LINK TRANSLATE LANGUAGE TITLE STATUS OPERATIONS English source Menu Item Name original edit French Nom de l a
95. ement System You should now see the Blocks page for your site On this page all of the blocks that exist on your site are shown As you can see the blocks are divided into categories these are the theme regions with the last category being the currently disabled blocks BLOCK Global Header Global Header Global Navigation XML Menu uOttawa Meganav New Site ID administrative name Site ID Banner Local Navigation Main menu Main page content Local Footer No blocks in this region Global Footer Legal Footer Server Information MRicahled 1 REGION Global Header Global Navigation Site ID Site ID Local Navigation Content Global Footer Global Footer a X a X E a X X OPERATIONS configure configure configure configure configure configure configure configure 150 User Guide for the University of Ottawa s Drupal Web Content Management System When you want to move a block from one region to another or to and from the disabled category you may do one of two things You can either click and drag your block into the desired category or you can open the region dropdown and select the category from there Whichever you choose to use you must click Save blocks once you are done for the changes to take effect ft Content Data Structure Appearance OCK Mini panel Minitest Navigation New Site ID admin
96. enabled Link enabled Media enabled Image enabled Entity Reference enabled Mini panel reference enabled Panels enabled Mini panels enabled Fences enabled Administration views enabled Views Bulk Operations enabled Entity Translation enabled Smartqueue gold prod dev taxonomy enabled Verify Dependencies enabled Server Info enabled Nodequeue Rules enabled Unique Queue UI enabled Field collection enabled Role delegation enabled Core Styles enabled Component Styles enabled NiceScroll library enabled uOttawa AJAX enabled uOttawa Styles Accordion enabled uOttawa Styles enabled Widget uOttawa Panel Styles enabled uOttawa Styles Box enabled uOttawa Styles Colour enabled uOttawa Styles Feature enabled uOttawa Styles Gallery enabled uOttawa Styles Highlight enabled uOttawa Styles Image enabled uOttawa Styles PRODUCTION OPERATIONS 227 User Guide for the University of Ottawa s Drupal Web Content Management System Future Proofing In a future release we intend to provide a more robust tool that only shows a webmaster the modules that they are most likely interested in our apps and widgets instead of all of the options available within Drupal Look for this sometime in the new year Here is a list of some of the more commonly used modules that you might be interested in enabling we apologize for the inconsistent naming conventions used
97. enerated in Step 2 and the last three in Step 3 As you can see it has been determined that the About the Department page is providing no useful content to the user and that the content for Why Study Game Development needs to be rewritten Fae _ Nes iepen emear on New articles for the home page _ http engineering uottawa ca game development http engineering uottawa ca game development cd News App Slideshow on the home page aana http engineering uottawa ca game development Slideshow Widget Faculty login widget for students login widget for students http engineering uottawa ca game development eee HTML5 animation presentation J http engineering uottawa ca game development No No User Guide for the University of Ottawa s Drupal Web Content Management System Calendar widget with current events a http engineering uottawa ca game development Yes uoCal App Design for an advertising block and 7 http engineering uottawa ca game development Yes E button Course sequence for students http engineering uottawa ca game development Yes Course Sequence App Feedback form on new site 4 http engineering uottawa ca game development Yes Section 2 1 6 Step 6 Submitting your project brief If you are part of the Drupal Migration Project you are now ready to write a project brief for the Communications Directorate in order to start the process Please consult the online template for this and submi
98. ent to that group would then place it in the slideshow Content Groups Home Page News 4 Home Page Slideshow Section 4 4 4 Using the WYSIWYG editor The following image shows all of the buttons that are available to contributors while working with the WYSIWYG What You See Is What You Get editing tool B Z U x Xx Q b lad a i Paragraph v Styles z F Ta Each of the buttons found within the WYSIWYG tool bar are described below 50 User Guide for the University of Ottawa s Drupal Web Content Management System 4 4 4 1 Undo and Redo The undo and redo buttons function the same way as they would in any word processing program Similar to most word processors the CTRL Z and CTRL Y shortcuts can be used for undo and redo respectively 51 User Guide for the University of Ottawa s Drupal Web Content Management System Il Mil 4 4 4 2 Text align The text align button are used to align your text width wise on the page The two available options are left aligned and centre aligned To use these simple click anywhere in the paragraph block which you want to align and click on the desired button Bi Z U 4 4 4 3 Bold italicize and underline These buttons are used to bold italicize and underline text respectively These behave the same as any other text processor To use these simply highlight the text which you which to alter and click the desired button X 4 4 4 4 Supersc
99. eral Content Snippet is used to render content on pages or sections on your website that have complex layouts such as your landing pages The content can vary from simple text with or without a title heading to a link to an image Fields The main fields available to a General Content Snippet are the following Title Link Summary Body Primary Image and Label For more details on these fields refer to Appendix 12 Examples The following examples show how the same snippet can be rendered differently depending on the View mode used Please note that these View modes are controlled by the webmaster of your site Example of a General Content Snippet View mode Full Edit Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed pe molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem m metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque Example of General sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis content snippet uOttawa View mode Link block with image Example of a General Content Snippet View mode Teaser with image Edit
100. erefore be used when you want to create a new page that contains multiple blocks of content but does not contain any widgets Fields The main fields available to Extended Pages are the Title the Summary the Content Blocks Title and Body and the Primary Image The summary and the primary image will only be used if the Extended Page is integrated elsewhere on the site The Content Blocks Title and Body are used to create sections with headings For a more detailed explanation on all these and other fields available to Extended Pages refer to Appendix 3 Example Example of an Extended Page Lorem ipsum Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis Dolor sit amet Integer in tortor in diam hendrerit tincidunt vitae vel mauris Aliquam id consequat odio Quisque vel vulputate est Aenean fringilla ipsum nulla eu sollicitudin nibh varius vitae Proin posuere ante et tempus semper
101. es this by looking for a Site ID bean that links to your site s lt front gt page and using the text contained within it Show parent site On Off This is a setting specific to the uOttawa Drupal version If your Site ID bean for the lt front gt page link has settings for a Parent Site link and text this setting will cause them to be used in the breadcrumb before the link to the home page 200 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 1 3 Changing the colour scheme Your site s colour scheme controls which colour is used as the primary colour throughout the design Each faculty has their own specific colour scheme If you are not sure you should be using a particular colour scheme then you should be using the default uOttawa colour scheme Corporate garnet and grey Changing the colour scheme is fairly straightforward Simply select the new scheme from the drop down and click the Save button at the bottom of the settings form fa ea J Appearance University of X 6 a https uottawa ca en admin appearance settings uott C B Google P w a A B f Hello admin Log out Content Data Structure Appearance b People Modules Configuration Services Reports vy COLOUR SCHEME Colour Set Corporate PRODUCTION 201 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 1 4 Managing the global header set
102. escription through the Panels interface Section 5 3 6 Setting the page title Setting and translating the title of a Panels page can be difficult in Drupal so we have created a widget to help make this task easier for you in the Drupal Web CMS This method overrides all other methods of setting the title First what do we mean by title The most important thing this section is designed to alter is the contents of the lt title gt tag which is used in most browsers in the title of the window or tab as you can see here in Firefox The title of this page is Hello World The name of your site is automatically added after the title on every page m Hello World WebCMS x ev webcms uottawa ca en den C E Googie Pret FBE For nodes the title is taken from the Title field that is mandatory for every node For panels there are many different options that differ in ease of translation and customization When picking an ideal solution we went with the most straightforward and simple option that allows you to translate the title properly You can also use this solution to display an H1 on the page if you want or you can use title content snippets 124 User Guide for the University of Ottawa s Drupal Web Content Management System To start with follow the steps in section 5 3 4 to add a new widget to your Panels page It should be the first widget to appear on your site so add it to the top and left most region in your layout
103. etter represents each row the uottawa_XYZ layout would be a three row layout while the uottawa_XZ layout would be a two row layout 117 User Guide for the University of Ottawa s Drupal Web Content Management System Row ID Layout Column Widths B 100 50 50 D 33 333333 33 333333 33 333333 F 66 666666 33 333333 G 33 333333 66 666666 H 25 25 25 25 J 50 25 25 K 25 50 25 L 25 25 50 M 75 25 N 25 75 P 25 37 5 37 5 Q 37 5 25 37 5 R 37 5 37 5 25 Example layout Layout uottawa_KB The prefix uottawa_ denotes a layout used by the University of Ottawa The two letter suffix KB indicates a two row layout Referring to Table 1 we determine that the first row denoted by the letter K contains three columns of relative widths 25 50 and 25 from left to right The second row denoted by the letter B contains a single column of 100 width 118 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 3 4 Adding content and Mini panels When creating a Panel or Mini panel you can choose to add content to any of the layout regions This section assumes that you have already created your Panel Section 5 3 1 or Mini panel Section 5 3 4 To add content we must first navigate to our Panel or Mini panel layout To do so click Structure in your admin toolbar ft Content Data Structure Appearance People Modules Configuration Services Reports Hello adm
104. f a language is not specified the to your site default is English Your primary URLs are different in English and French and they have the same domain EN arts uottawa ca history Check the box for Use Canonical Paths and make sure URL is unchecked The FR arts uottawa ca histoire path component will be used for language detection they have the same path or EN engineering uottawa ca Check the box for Use Canonical Domains and make sure URL is unchecked no path FR genie uottawa ca The domain will be used for language detection they have different domains EN Check both the boxes for Use Canonical Domains and Use Canonical Paths and path engineering uottawa ca che ordering Domains to be above Paths Make sure URL is unchecked First the mical domain and then the path will be used for language detection FR genie uottawa ca chimique 217 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 3 4 Managing additional MSL components See section 6 3 1 for how to get to this screen Rarely a site may need to be accessed through more than one URL per language If this is the case our MSL tool can cause problems in that it will redirect you to the canonical URL for the language The solution to this is to add the domains and paths you want to NOT redirect to the MSL setting form This can only be used when using one of the
105. f the form To return to the default click on collapse 49 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 4 2 Managing URL aliases using site sections In larger sites it can be difficult to keep track of the proper URL alias to use for a given page the alias ideally should include all the parent pages in the hierarchy To better manage the URLs your webmaster can create Site Sections see section 5 1 2 Each of these taxonomy terms represents a particular section of your site within which pages will share a common URL Site sections can be nested within each other as well If they choose to do so you should pick the appropriate Site Section from the dropdown on the node edit page rather than entering a URL manually The URL will be automatically generated for you to include the correct path Section 4 4 3 Tagging content to groups in order to display it in sections on your site As noted in Section 4 3 1 most types of nodes have groups e g Content Groups Faculty Groups Biographical Groups etc These groups defined by your webmaster are used to tag content to specific sections of your site For example a News Article node could be tagged to a Content Group called Home Page News which would then place it within a list of news items on the home page of your site Similarly a webmaster could set up a slideshow that uses a Content Group called Home Page Slideshow Tagging cont
106. ferent sources currently we support CSV and HTML data scraped from a URL In the future we hope to support JSON and XML data as well as file uploads Most sources define a set of items that we import one by one but this is not the only option Once we have a set of source items we run them through a series of parsers that you build These parsers look at the source item and pull data from it and store it under a given name to be used later We provide a series of basic parsers that address many common use cases It is also possible to write custom parsers in PHP that extract specific data that you need This data can then be run through one or more filters to modify it in various ways Then we pick an importer This determines how the data gets saved in Drupal and at the moment there is only one option entities All our common entity types are supported and most of the fields for them are also supported Some field types have some special behaviours and multiple ways of mapping data into them Taxonomy reference fields can be set to create the taxonomy term if it does not exist for instance and can either have a term ID or a term name assigned to them Once we have an importer and a set of parsed data we put these together using mappers These are responsible for assigning data to a given exposed field or property for the entity This data can come from the parsed values a static component or other sources We are also looking at supporting a
107. fic domains and paths Section 2 2 4 Step 4 Processing your request The Web CMS team will review your request within five 5 business days and either have your site created or reach out to your designated contact person in order to gather some extra information Once created you will be able to login to your site and start working on content All new sites are created in our Authoring environment Section 2 3 Signing into your site Logging into your new Authoring site is straightforward with your primary webmaster logging in using the following procedure 1 The login URL for your site will be your primary URL with your domain prefixed with auth and user added on to the end of your path Make sure you use HTTPS to secure your login For example the primary URL for Engineering is engineering uottawa ca To login to the Engineering site you would go to hitps auth engineering uottawa ca user 2 Your login username will be your InfoWeb username This is the capital letter E and then the last six digits of your employee number e g E Your password will be your normal password associated with this account the default is your birth date YYMMDD and the last two digits of your employee number 3 Once logged in you will have send a request to Bryan Miller bmiller uottawa ca to grant you the appropriate permissions on the site 14 User Guide for the University of Ottawa s Drupal Web Con
108. fields available to Basic Pages refer to Appendix 1 Example Example of a Basic Page Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis uOttawa Lorem ipsum Donec quis felis sollicitudin convallis lorem ac rutrum augue Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae In interdum nunc ex ut vulputate orci viverra non Maecenas gravida laoreet convallis Morbi euismod pharetra efficitur Integer urna tellus iaculis in eros id bibendum mattis ipsum Vestibulum at arcu id massa commodo laoreet Praesent vestibulum justo eu urna sollicitudin eget blandit tortor congue Quisque non dapibus neque Phasellus vel nisi ac ipsum tincidunt ultricies Dolor sit amet Integer in tortor in diam hendrerit tincidunt vitae vel mauris Aliquam id consequat odio Quisque vel vulputate est Aenean fringilla ipsum nulla eu sollicitudin nibh varius vitae Proin pos
109. for an existing URL path for example the alias about for the URL path node 1 A URL path can have multiple aliases Add alias FILTER ALIASES Filter ALIAS a SYSTEM LANGUAGE OPERATIONS co op coordinator titles professeur taxonomy term 8 French edit delete co op coordinator titles professor taxonomy term 8 English edit delete 139 User Guide for the University of Ottawa s Drupal Web Content Management System On the alias form enter the following information ft Language French Existing system path The English URL path of the page Path alias The new French URL path for the page Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Configuration Search and metadata URL aliases URL aliases LIST PATTERNS SETTINGS BULK UPDATE DELETE ALIASES Enter the path you wish to create the alias for followed by the name of the new alias Language French A path alias set for a specific language will always be used when displaying this page in that language and takes precedence over path aliases set for All languages xisting system pat http cloud local 8083 en new page path Specify the existing path you wish to alias For example node 28 forum 1 taxonomy term 1 Path alias http cloud local 8083 en new page alias Specify an alternative path by which this data can be accessed For example type about when writing an abo
110. ful which terms you select If you have time sensitive content you may use this field to seta publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public If your content belongs to a specific subsection of your site you may be able to add a sidebar so that your content will be consistent with the rest of the subsection Release Date A date field currently used for the posting date of the blog entry 74 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 6 Directory entry of a person Title Required The title of your piece of content Path The URL where people will be able to view this piece of content By default the path will be automatically generated under the form of person lastname firstname in English and personnes lastname firstname in French Academic Title The title of the person s position if they are an academic staff member teacher researcher etc Biography The person s main biography A list of degrees that person holds example of this is a professor s research website Content Groups This is a list of terms to which your piece of content may belong Most of these terms are associated with distinct parts of your site so be careful which terms you select Job Title The title of the person s position if they are an a
111. ges These changes will not be made permanent until you click Save Settings Context Layout Content Display settings Title type Manually set Title The title of this panel If left blank a default title may be used Set to No Title if you want the title to actually be blank E Center Live preview Preview Now you simply need to add it to the Local Footer region of your theme The steps to do so have been covered in Section 5 5 161 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 6 Using Sitecopy Sitecopy is a tool we use to import content from other sites It was primarily designed with scraping HTML content from other sites directly in mind However it can be extended to other use cases Here you will find an overview of the options currently available in Sitecopy Future Features Sitecopy is a constantly evolving project and we anticipate adding new features to it such as support for JSON and XML feeds We are also planning to integrate Sitecopy with several other tools we have that are doing similar things when this happens there may be a large shift in how Sitecopy works This documentation will be updated as we release new features Section 5 6 1 Working with Sitecopy Before we get into all the features Sitecopy has to offer it is important to understand how Sitecopy works Sitecopy is about importing data from a source You can choose from many dif
112. gt lt dl gt lt dt gt lt em gt lt figcaption gt lt figure gt lt h3 gt lt h4 gt lt h5 gt lt h6 gt lt hr gt lt li gt lt ol gt lt p gt lt pre gt lt span gt lt strong gt lt sub gt lt sup gt lt table gt lt tbody gt lt td gt lt tfoot gt lt th gt lt thead gt lt tr gt lt ul gt Allowed Style properties text align text decoration A field replacing taxonomy term description gt RELATIONS gt URL PATH SETTINGS gt META TAGS Save and translate Save User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 1 1 Translating taxonomy terms If you had not clicked Save and translate when creating your Taxonomy Term then you will first click Structure within your admin toolbar T Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You should now see the Structure page On this page click Taxonomy Stylizer Add edit or delete stylizer styles Views Manage customized lists of content 92 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see the Vocabularies page On this page click list terms f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Taxonomy Taxonomy is for categorizing content Terms are grouped into vocabularies For example
113. how My third field v Add a new condition Note that hiding or showing a Fieldset will hide or show all of the components hierarchically grouped underneath it Section 5 7 2 3 E mails Home My first webform My first webform VIEW EDT SYNDICATE WEBFORM RESULTS Form components Conditionals Form settings E MAIL TO SUBJECT FROM OPERATIONS Currently not sending e mails add an e mail recipient below Address Component value My select options Add The E mails tab allows you to specify a set of email addresses that will receive a message template when the end user submits the form The email addresses can be defined manually or can be pulled from a Component value that the end user has filled out After adding an e mail you will be presented with options that allow you to change the subject of the email the email address of the sender and the name of the sender There is also a Textarea in which you can change the email template that is sent 180 User Guide for the University of Ottawa s Drupal Web Content Management System v E MAIL TEMPLATE An e mail template can customize the display of e mails Default template Y Submitted on submission date long Submitted by user submission user Submitted values are submission values The results of this submission may be viewed at submission url Browse available tokens gt INCLUDED E MAIL VALUES If you wish to retrieve the values of specific fields o
114. iant Summary Variants Panel Content Settings Variant operations Clone Export Delete Disable Basic s Add content items and change their location with a drag and drop interface Access a pas A Y Display settings Menu Tii itle type Variants gt e Panel gt No title Summary Manually set Center From pane General Page Title Selection rules Contexts ih amna Layout iiia gt Update Update and save Update and preview Preview 127 User Guide for the University of Ottawa s Drupal Web Content Management System Lastly you will need to tell Panels which pane it is that has the content in it Do this by clicking on the gear on the right side of the Page Title widget we added and clicking the option for Panel title If you do not see the option for Panel title clicking Update and save may resolve this problem or reloading the page Clone Export Delete Disable Add variant Import variant Summary Variants Panel Content Settings Variant operations Clone Export Delete Disable Basic l 7 7 7 Add content items and change their location with a drag and drop interface Access Mesu The page has been updated and saved x janmen Display settings Panel Title type Summary From pane General Selection rules Center Contexts r Page Title Layout
115. ilable to send content to REGIONAL AND LANGUAGE Regional settings Settings for the site s default time zone and country Date and time Configure display formats for date and time Languages Configure languages for content and the user interface Translate interface Translate the built in interface and optionally other text Entity translation Configure which entities can be translated and enable or disable language fallback String overrides Provides a quick and easy way of replacing text on the site Multilingual settings Configure extended options for multilingual content and translations Translation sets Translation sets overview 186 User Guide for the University of Ottawa s Drupal Web Content Management System At the top right of the page click on the tab Strings Under Select text groups check both Webform Localization and Clean up left over strings and then click on the button Refresh strings f Content Data Structure Appearance People Modules G SHHGUESEEED Reports Hello user Log out Home Administration Configuration Regional and language Translate interface Translate interface OVERVIEW TRANSLATE IMPORT EXPORT On this page you can refresh and update values for user defined strings e Use the refresh option when you are missing strings to translate for a given text group All the strings will be re created keeping existing translations Use the update optio
116. ill always be selected Add a new variant Reports Clone Export Delete Disable Add variant Hello admin Log out Disable Edit Edit Edit Clone Export Delete Disable Disable Edit Change layout Edit content Preview Import variant 115 User Guide for the University of Ottawa s Drupal Web Content Management System On the new form locate and check Make this your site home page and then click Update and save f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Pages Your page name Clone Export Delete Disable Add variant Import variant Summary Settings Basic Settings gt oe Edit name path and other basic settings for the page Basic gt Administrative title Access Your page name Machine name your_page_name Menu The name of this page This will appear in the administrative interface to easily identify it Variants Panel Administrative description Summary General Selection rules Contexts Layout Content A description of what this page is does or is for for administrative use Preview Path http cloud local 8083 en new page path The URL path to get to this page You may create named placeholders for variable parts of the path by using name for required elements and name for optional elements For example node node foo forum forum or dashboard lin
117. in Log out On the Structure page click Panels or click Mini panels Menus Add new menus to your site edit existing menus and rename and reorganize menu links Mini panels Add edit or delete mini panels which can be used as blocks or content panes in other panels Nodequeues Create and maintain simple nodequeues Pages Add edit and remove overridden system pages and user defined pages from the system Panels Get a bird s eye view of items related to Panels You should now see a list of Panels or Mini panels depending on which path you took Find the one you want to add component styles from that list and click Edit Custom page home Home home Normal Next click Content The first image below shows the location of the Content button for a Panel while the second image on the following page shows it for a Mini panel 119 User Guide for the University of Ottawa s Drupal Web Content Management System Summary Settings Basic Access Menu Variants Panel Summary General Selection rules Contexts Layout gt Preview Summary Get a summary of the information about this page Storage Status Normal Enabled This is your site home page Path Access Menu Panel Storage Status Selection rule Layout home This page is publicly accessible No menu entry Normal Enabled This panel will always be selected Add a new variant Clone Export De
118. increasingly important feature in the growing mobile age 4 The last yet possibly most important benefit is that together as a community we will be able to build tools that can be used by everyone at the University thereby increasing the speed with which we can evolve our web presence and continue to innovate Section 3 2 Navigating your site Upon logging into your site the primary method of navigating through the back end in order to manage your content is by using the administration toolbar This is the black bar found at the very top of every page on a site which you are logged in Section 3 3 Understanding roles in the Web CMS The following is a list of the roles found within the Web CMS They are presented in order of least to most level of access With each role some of the operations that you can expect to perform are listed 1 Contributor The role for content creators Contributors have access to create new content and to edit content that they have created 2 Editor The upgraded version of a contributor Capable of creating content editing all content and controlling the publishing options 18 User Guide for the University of Ottawa s Drupal Web Content Management System 3 Webmaster This role is responsible for managing landing page layouts creating menus and setting up widgets 4 Webadmin This role is responsible for managing landing page layouts creating menus and setting up widgets 5 Administrator This r
119. is is enabled the trt e legacy field will be replaced with a regular field and will disappear from the Manage fields page It will get back if the replacing field instance is deleted Save settings 173 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 2 Creating a Webform To create your first Webform navigate to Content click on the link Add Content and select Webform from the list On the page that appears fill in the English and French title and click on Save Please note that the form will not actually retain the French title after it is created Home Add Node TRANSLATABLE FIELDS English Content Expand French Content Expand Title Title My first webform Mon premier formulaire Web A field replacing node title A field replacing node title gt PATH SETTINGS gt PATH SETTINGS gt META TAGS v ENTITY SETTINGS Revision information Create new revision Authoring information ms Revision log message Doi Creating my first webform Provide an explanation of the changes you are making This will help other authors understand your motivations Save 174 User Guide for the University of Ottawa s Drupal Web Content Management System 175 User Guide for the University of Ottawa s Drupal Web Content Management System Navigate back to Content and edit the Webform you just created Change the language to English and sav
120. isplay this image within the content itself by checking the option Directory Entry Reference Required A reference to the person s to which the article relates to Department Added by Faculty app The academic department to which the article relates to This can be different than the department which the person belongs to Body Required The most important field This is where you will write your content 78 User Guide for the University of Ottawa s Drupal Web Content Management System Content Groups This is a list of terms to which your piece of content may belong Most of these terms are associated with distinct parts of your site so be careful which terms you select Biographical Groups This is a list of terms to which your piece of content may belong reserved for biographical type content Most of these terms are associated with distinct parts of your site so be careful which terms you select Published Timeframe If you have time sensitive content you may use this field to set a publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public Sidebar Reference If your content belongs to a specific subsection of your site you may be able to add a sidebar so that your content will be consistent with the rest of the subsection Tags This field allows you to tag your content This may be used in the futu
121. istrative name Powered by Drupal Queue Bio Group Queue Queue Content Group Queue Queue FAQ Group Queue Queue Operation Period Queue Queue Operation Schedule Queue Recent content Search form Syndicate System help Text Resize User login User menu Who s new Who s online XML Menu XSL Test Menu Save blocks People Modules Configuration Services Reports REGION None None V None Global Header Global Navigation Site ID Local Navigation Content Local Footer Global Footer None None None None None None None None None None None None None Hello admin Log out OPERATIONS configure configure configure configure configure configure configure configure configure configure configure configure configure configure configure configure configure configure configure 151 User Guide for the University of Ottawa s Drupal Web Content Management System Now let s say that you have two blocks sharing the same theme region By default Drupal will attempt to render all the blocks that have been made available to that region To change this we must modify each blocks visibility settings To do so click configure next to the block you wish to modify Site ID Site ID Banner Site ID configure New Site ID administrative
122. ity hole was announced the evening of October 15 2014 On October 19 2014 a fix had been fully tested and pushed to all the Web CMS distributions ensuring that all uUOttawa websites on Drupal remained secure against attacks 16 User Guide for the University of Ottawa s Drupal Web Content Management System g We are constantly working on keeping the distribution up to date with the latest in accessibility modern web design branding standards and generally with best practices You will benefit from this work through our regular deployments o This means that accessibility errors and improvements in our templates can be made globally with no implementation work on your part You are still responsible for the accessibility of your actual content such as the proper use of headers and alt text Our team focuses on developing reusable tools for sites to solve common problems that everyone faces By being on our Drupal Web CMS you will benefit from the work done for other internal organizations o As you will read later in this document numerous features already exist that you can leverage on your existing site The distribution offers a bilingual editing experience not seen in any other content management system including other Drupal installations By standardizing tools and processes we can all learn to work the same way and more easily share knowledge and expertise Our methodology also allows your teams to participate in developing for Drupal
123. ive so be sure you enter it precisely as it appears on the page Once you have found the string you want you can click the edit button highlighted in purple next to it to see the French translation and update it if necessary Note that all strings found within here should be in English even if you are using the French interface 222 User Guide for the University of Ottawa s Drupal Web Content Management System Appearance People Modules Configuration Home Administration Configuration Regional and language Translate interface TERES overview IMPORT STRINGS EXPORT This page allows a translator to search for specific translated and untranslated strings and is used when creating or editing translations Note For translation tasks involving many strings it may be more convenient to export strings for offline editing in a desktop Gettext translation editor Searches may be limited to strings found within a specific text group or in a specific language v FILTER TRANSLATABLE STRINGS String contains Emergency Leave blank to show all strings The search is case sensitive Language Search in Limit search to All languages x Both translated and untransle All text groups Filter TEXT GROUP STRING LANGUAGES OPERATIONS Emergency 613 562 5411 Built in interface rs fr delete Emergen pared edit delete fe lists Built in interface Server IP 137 122 8 70 Server Name www uottawa ca Request
124. job will import into Filters Configure filters that will modify the data you parsed Mappers Lets you map parsed data into the importer Post Importers Post Processing Not currently used Run Starts the import Rollback Removes all the objects created by the import Section 5 6 3 Managing Sitecopy sources The source handler is responsible for creating the source data set This consists of one or more objects that will be processed individually by each parser have its data filtered and then mapped into a new Drupal object Objects can generate more than one object of the same type with the correct settings 163 User Guide for the University of Ottawa s Drupal Web Content Management System Currently there are three available sources for data e Sitecopy pages HTML parsing e ACSV URL processed row by row e ACSV URL processed as a sheet not recommended for large sheets Section 5 6 3 1 Using Sitecopy pages This is the principal use case for sitecopy to copy content from your current site by scraping the HTML content from it and extracting data To use it the data you need ideally should be tagged with sufficient IDs and or classes in order so that you can target them if you could change the background colour of only the content you want to extract to a specific field using CSS it is well tagged Sitecopy stores the pages you want to import in a custom entity type To see and manage your pages click on the Data
125. justo eu urna sollicitudin eget blandit tortor canna Mnicana nan danihic namia Phacalliuc val nici ar inciim tincidunt ultriciac Drupal Web Content Management System ds of Interest Biostatistics Bioinformatics Microbiology Bioremediation 41 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 7 Biographical article on a person Description For creating an article which is tied to a specific Directory entry of a person The page will render an article on the left and will pull basic information from the associated Directory entry of a person on the right Fields The main fields available to a Biographical article on a person are the Title the Title suffix the Summary the Body the Primary Image and the Directory Entry Reference For a more detailed explanation on all these and other fields available to a Biographical article on a person refer to Appendix 7 Example John Doe Suffix Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed su
126. l the latest content should be first f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Content Group Queue Subqueue Home Slideshow Content Group Show row weights TITLE AUTHOR POST DATE OPERATIONS POSITION FLorem Page 1 admin 11 13 2014 08 17 edit remove Lorem Page 2 admin 11 13 2014 08 18 edit remove FLorem Page 3 admin 11 13 2014 08 18 edit remove Add content Save Reverse Shuffle Clear However if we wanted all new content to be shown last within our widget then we would order it so that the most important item has the highest position i e the most important is at the bottom of the list Doing so and then creating a widgets with reversed order will guarantee that all new content is added to the end of the list Section 5 3 Working with Panels and Mini panels 105 User Guide for the University of Ottawa s Drupal Web Content Management System Pages within your site can be created one of two ways The first which is covered within Section 4 4 is by creating a new node page Node pages have a set rendering based on the information provided to it The second way to create a new page is by creating a panel page Unlike a node page you have complete control over the layout and content of panel pages on your site This section will cover what you need to know to be able to use panel pages to their fullest Section 5 3 1 Creating a new
127. lete Disable Add variant Disable Edit Edit Edit Edit Clone Export Delete Disable Disable Edit Change layout Edit content Preview Import variant 120 User Guide for the University of Ottawa s Drupal Web Content Management System Home Administration Structure Edit mini panel my_minipanel nae Settings Context Layout You will now find yourself looking at the layout On any region click the gear C Left E Right You will be presented with a dropdown menu In this menu click Add content Left Righ Style Monnet and save Update and preview Change f 121 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see the content listing These are divided into categories as seen in the image below Add content to Left X Close Window Content Content options are divided by category Please select a category from the left to proceed Menus Minipanels uOttawa Widgets View panes Selecting a category will present you with the available content of that type For example clicking Content will present us with the options for Content Snippet Dynamic View Dynamic Content list and Existing Node Add content to Left 3 Close Window Content gt fe Content Snippet r fj Dynamic Content List fa Existing node Menus Minipanels uOttawa Widgets View panes 122 User Guide for the University of Ottawa s Drupal Web Content Man
128. link has children the menu will always appear expanded Parent link lt My Menu gt The maximum depth for a link and all its children is fixed at 9 Some menu links may not be available as parents if selecting them would exceed this limit Weight o Optional In the menu the heavier links will sink and the lighter links will be positioned nearer the top Language Language neutral This item belongs to a multilingual menu You can set a language for it Save Your menu item will now have been created To translate the item refer to Section 5 4 2 of this documentation To display the menu on your site refer to Section 5 5 Section 5 4 2 Translating menu items 145 User Guide for the University of Ottawa s Drupal Web Content Management System To translate a menu item first navigate to the list of links page for your current menu To do so click Structure in your admin toolbar and then click Menus You will then see all of the menus available on your site Locate the menu you have created and click list links You should now see the list of all your menu items On this list locate the item you wish to translate and click translate f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus My Menu LIST LINKS EDIT MENU SYNDICATE TRANSLATE Add link Show row weights MENU LINK ENABLED OPERATIONS 4 Menu It
129. ll University webmasters should have access to this tool in order to monitor the accessibility of their website If you have many files attached to your site such as PDFs you may want to build a similar list for them as well You can use the attached templates in order to start your Content Inventory or File Inventory Section 2 1 3 Step 3 Pruning your content The Internet is a dynamic and constantly changing environment You should only keep information that is accurate and frequently used available on your site unless it is legally mandated Please consult Procedure 20 4 Record Retention Periods for more information on how long data should be archived User Guide for the University of Ottawa s Drupal Web Content Management System In this step you will take your content inventory and create a new version of it that will focus on the needs of your users Designing the content of a site to match the user s need is a key strategy at the University In order to do this add three new columns to your spreadsheet one for the role responsible for maintaining the content one for whether or not the content is accurate or not and one for whether or not it is useful Go through your content inventory and ask your team the following questions Does this information play a part in accomplishing the objectives of my site Will my users actually read this content and take something away from it Is this content legally required to be on my site Is
130. ll you use to track whether or not you have met your objectives User Guide for the University of Ottawa s Drupal Web Content Management System Case Study Writing a plan Here is a sample of what might have been written for the Department of Game Development The information provided here is very basic For your own communications plan you are welcome to elaborate Context The Department of Game Development is devoted to educating students on how to develop computer games Currently our site is organized into two main types of content one set for prospective students and one for existing students Our content relies heavily on having animation as we must appear to be on the cutting edge of technology in order to attract new students This is something we would like to maintain in Drupal Objectives e To provide our current and prospective students with the information they need To improve our site s accessibility To update and reorganize our site s hierarchy to improve the user experience To adopt the University s new look and feel To have better integration with our social media channels Audience e Prospective students e Current students of the Department Key Messages e For prospective students we provide them with information on the programs available to them and the types of things they would be studying e For current students we provide them with information on current events and their professors Strategy e In or
131. n Content tab and can be added by clicking on the link Add content as shown below fy Content Hello user Log out Home Administration Title Type Author Published Vocabulary Any v Any Y Any v Apply Reset OPERATIONS Choose an operation Y Execute AUTHOR PUBLISHED UPDATED v TITLE TYPE Generally all nodes in the uOttawa Web CMS distribution have a mandatory title have various publishing options and can be categorized into groups The webmaster of your site can then use these groups to render lists of content on your site For example News Articles can be tagged into a common Content Group which could then be used to render a list of News Articles on your website s home page using their titles and summaries The following subsections describe the most common nodes available in the uOttawa Web CMS distribution 31 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 1 Basic Page Description A Basic Page is used to create a simple page with nothing more than a title a main body and a primary image if applicable As such a Basic Page should be used for any new page that does not require a special layout Fields The main fields available to Basic Pages are the Title the Summary the Body and the Primary Image The summary will only be used if the Basic Page is integrated elsewhere on the site For a more detailed explanation on all these and other
132. n he emails Bryan Miller with his username E123456 and requests that he be granted webmaster permissions on the Department site When this is granted the other users can login using their own InfoWeb usernames and passwords A Smith will be able to grant them the necessary roles using procedures described later in this documentation e PC GAME DEVELOPMENT o M Dubois s username is E234567 and his password is 64050167 He would enter these credentials at http auth engineering uottawa ca game development pc user He can also use http auth genie uottawa ca develoomement jeu pc user to login with a French interface Once logged in he emails Bryan Miller with his username E234567 and requests that they be granted webmaster permissions on the PC Game Development site When this is granted the other users can login using their own InfoWeb usernames and passwords M Dubois will be able to grant them the necessary roles using procedures described later in this documentation Section 2 4 How the uOttawa Drupal CMS is different Now that you are logged in to your new site here are some of the key benefits of your new uOttawa Drupal site 1 Our Drupal version is updated every three weeks This regular update includes addition of any new features developed as well as regular bug fixes and security patches Your site on the Web CMS will stay secure thanks to these regular deployments o For example the latest Drupal secur
133. n behaves exactly the same way as Library however the image which you may select are limited to those which you have personally uploaded Note Before adding any image you must first add the Figure or Figure with caption template to the WYSIWYG and then replace the default template image with your desired image 4 4 4 10 Build a table The buttons to build a table from left to right are Insert Edit Table Clicking this button will open a pop up The only required information is the number of rows and columns needed Table Row Properties Clicking this button allows you to set a caption and to identify the type of row The options for the Row Type are body header and footer Tables can only contain one header and footer row The header row should be the very first row and contain the column headers The footer row if used should be the second row of the table and is meant for information such as totals Table Cell Properties Clicking this button allows you to specify if the cell type is a header Highlighting multiple cells will allow you to set the cell properties for all of the cells targeted Insert Row Before Insert Row After Delete Row Insert Column Before Insert Column After Delete Column Split Merged Table Cells Do not use this Merge Table Cells Do not use this 4 4 4 11 Templates 55 User Guide for the University of Ottawa s Drupal Web Content Management System E The templates button is used
134. n landing pages 69 User Guide for the University of Ottawa s Drupal Web Content Management System Release Date A date field that may be used to organize a list of Content Links Content Groups This is a list of terms to which your piece of content may belong No Most of these terms are associated with distinct parts of your site so be careful which terms you select Tags This field allows you to tag your content This may be used in the No future to enhance the search capabilities of every site Author Used if you wish to display the author of the external link within the teasers used on landing pages Published Timeframe If you have time sensitive content you may use this field to set a No publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public 70 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 3 Extended Page Title Required The title of your piece of content The URL where people will be able to view this piece of content A brief summary of your piece of content meant to be displayed within teasers on landing pages ired Content Blocks The most important field This is where you will write your content You may add multiple blocks Required each added block will have its own Title and Body Title Required The title of your current bl
135. n when some of the strings had been previously translated with the localization system but the translations are not showing up for the configurable strings To search and translate strings use the translation interface pages Important To configure which text formats are safe for translation visit the configure strings page before refreshing your strings Select text groups Views Fields Metatag Menu Taxonomy If a text group is no showing up here it means this feature is not implemented for it Z Clean up left over strings Refresh strings This will create all the missing strings for the selected text groups This will tell the Translate interface to verify for text strings that were newly added or recently modified and will tell it to delete any strings that are no longer used 187 User Guide for the University of Ottawa s Drupal Web Content Management System Next click on the tab Translate From this page you will be able to search for individual text strings used in your Webform such as the title label of a field or the text ina Markup component To do so type a line of text in the String contains field Note that this field is case sensitive You may also want to set the Search in dropdown to Only untranslated strings and the Limit search to dropdown to Webform Localization to get untranslated results related to Webforms Click on the button Filter to search for results tf Content Data St
136. name Site ID s configure 152 User Guide for the University of Ottawa s Drupal Web Content Management System You will then be taken to the block settings form At the very bottom you will find the Visibility settings Here you can select to show the block on all pages except those listed or on only the listed pages Then you specify pages within the text area using their URL paths Once you have finished click Save Remember to set the Visibility settings for all the blocks within the theme region Visibility settings Pages Daanin Show block on specific pages All pages except those listed Content types Not restricted Only the listed pages Roles Not restricted Users Not customizable Specify pages by using their paths Enter one path per line The character is a wildcard Example paths are blog for the blog page and blog for every personal blog lt front gt is the front page Save block 153 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 5 1 Creating a new Site ID To create a new Site ID first click Structure within your admin toolbar f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You will be taken to the Content page In the local actions menu click Blocks Home Administration Content CONTENT DATA FILES SNIPPETS SYNDICATION Once on the Content Blocks page click Add Bl
137. native text area will have to be left empty e Complex images For complex images such as a graphic a table a pie chart a diagram etc you must provide alternative text that best summarizes the content If the details of the complex image are important or relevant provide a long description that links to a page containing all the fine details of the image Do not use such phrases as Image of Icon of Photo of or Graphic of to describe the image o Long description m The long description attribute must contain a URL towards a page that contains the full description It must not contain the long description text itself o Title text Avoid adding any information in the Title text field of an image as this text is not read by most screen readers e Video and audio files o All pre recorded media must have a descriptive text transcript and closed captioning An audio description that describes what is visible on the screen can also help users with visual deficiencies o The link to the transcription or the transcription itself must be on the same page as the video or audio This rule also applies to embedded video and audio files o The user must be able to stop pause and rewind all audio and video files e Documents and files o All documents must be made accessible unless the document is also available as a web page that meets accessibility compliance o File name Make sure your document has a file
138. nt Link View mode Teaser with image Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus mi Pellentesque consequat tellus eu eros euismod maximus Mauris pulvinar finibus metus faucibus E uOttawa euismod Nam et velit nibh Integer dapibus sollicitudin dapibus Donec risus magna pellentesque sed suscipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis Example of a Content Link View mode Link block with image Dynamic Content List of Content Links rendered with the View mode Text Link Content Link 1 Example of a Content p Link View mode Link Content Link 2 block OCK Content Link 3 Content Link 4 Content Link 5 User Guide for the University of Ottawa s Drupal Web Content Management System Special Note As our support for content snippets improves the use of the Content Link will be deprecated in favor of a Link Snippet in the future 35 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 3 Extended Page Description An Extended Page offers a simple layout that comprises a main page title as well as sections with headings An Extended Page should th
139. ntext has a numerical identifier between colons near the end in the example above the identifier is 1 ef6c0042 16f4 4820 b935 bbaa4bd2cedb 1 title This identifier is the Webform ID and so it will be the same for all strings in the same Webform 188 User Guide for the University of Ottawa s Drupal Web Content Management System Once you have found the result you desire click on the operation edit On the page that appears provide the French translation For the Markup component you may need to copy the original text into the French before translating so that you retain any HTML tags that were used Once done click on the button Save translations f Content Data Structure Appearance People Modules Configuration Reports Hello user Log out Home Administration Configuration Regional and language Translate interface Edit string Original text My first field Context ef6c0042 16f4 4820 b935 bbaa4bd2cedb 1 title French Mon premier champ Save translations You will be returned to the Translate interface where the message The string has been saved will appear Repeat this step for all other elements and components in your Webform 189 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 4 Viewing and exporting submission results Forms that are made bilingual will have their submission results consolidated so that the results of users who submi
140. o delete a Node navigate to Content from the toolbar Here you will see a list of all the nodes that exist on your site Find the specific node you want to delete from your site and click on the delete button at the end of the row Lorem Page 3 Basic Page admin Yes 09 15 2014 07 58 edit delete You will then be prompted to confirm the deletion of your content Note Deletion is permanent be sure this is what you want If you are unsure you can always unpublish your content to make it inaccessible to the public without fully deleting it as discussed in Section 4 6 Home Are you sure you want to delete this entity This action cannot be undone Confirm Cancel 66 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 9 2 Content Snippet To delete a Content Snippet navigate to Content from the toolbar then to Snippets in the local actions menu Home Home CONTENT BLOCKS FILES SNIPPETS Find the specific snippet you want to delete from your site and click the delete button at the end of the row TITLE amp LABEL TYPE EDIT LINK DELETE LINK Dummy Snippet General Content Snippet edit delete You will then be prompted to confirm the deletion of your content Note Deletion is permanent so be sure this is what you want to do If you are unsure you can always remove the snippet from the landing pages in which it is used to make it inaccessible to the public this requires Webmaster
141. ock Home Administration Content Content CONTENT BLOCKS DATA FILES SNIPPETS SYNDICATION Add Block 154 User Guide for the University of Ottawa s Drupal Web Content Management System Then click Site ID Banner this is the only type of block you will have to create and you can safely ignore the two other types Home Add Block Global Header Provides a themeable block to be used for the global header Legal Footer Provides a themeable block to be used for the legal footer Site ID Banner Provides a configurable site ID banner block 155 User Guide for the University of Ottawa s Drupal Web Content Management System You should now find yourself on the edit form for the new Site ID Give your Site ID an administrative name the path to which it links its Home Page and the Site ID Name the text which it renders Once the information has been entered click Save Home Add Block Create Site ID Banner block Label New Site ID administrative name Name that displays in the admin interface Title The Title of the block Secondary Parent Site Link Secondary Parent Site Name Site ID Home Page new page path Site ID Name Your new Site ID text Primary Parent Site Link Primary Parent Site Name View Mode Default Edit the view mode of the Bean Save Now you simply need to add it to the Site ID region of your theme The steps to do so have been covered in Se
142. ock which will appear as a section title No Translated at block level ired Body Required The content of your current block No Translated at block level Related Links This is meant for links related to your current piece of content The Title portion of this field is for Yes the text that will be visible to the public while the URL is the path where the related content lives Primary Image You may attach to this field an image that will be used within teasers on landing pages You also No have the option to display this image within the content itself by checking the option Content Groups This is a list of terms to which your piece of content may belong Most of these terms are No associated with distinct parts of your site so be careful which terms you select Tags This field allows you to tag your content This may be used in the future to enhance the search No capabilities of every site 71 User Guide for the University of Ottawa s Drupal Web Content Management System Page Section You may select a Page Section instead of specifying a Path If your webmaster has elected to use this feature we recommend doing so as well Your page will receive a path appropriate for the section you pick If you also specify a Path the Path will take precedence Published Timeframe If you have time sensitive content you may use this field to set a publish and unpublish date and No time Note that there will be a delay between the
143. ofessor Ph D University of Ottawa 2008 M A University of British Columbia 2004 B A Universit Laval 2001 SMD 105 Research Laboratory Website Personal Website 42 User Guide for the University of Ottawa s Drupal Web Content Management System Fields The main fields available to a Biographical Supplement the Title the Title suffix the Link the Summary the Directory Entry Reference and the Primary Image For a more detailed explanation on all these and other fields available to a Biographical Supplement refer to Appendix 8 Example The rendering is the same as the Content Link except that the title displayed on the page will not be taken from the Title field Instead the title will take the form of Last name First Name Title suffix See the example provided in Section 4 3 1 2 Content Link for details Special Note As our support for content snippets improves the use of the Biographical Supplement will be deprecated in favor of a Bio Supplement Snippet in the future Section 4 3 1 9 Program Link Description Similar to a Content Link the Program Link differs because it is used to create an external reference to a piece of content which relates to a program of study Fields The main fields available to a Program Link are the Title the Link the Summary and the Disciplines For a more detailed explanation on all these and other fields available to a Program Link refer to Appendix 9 Special Note As our supp
144. ol External Cache Control MANUAL CLEAR GLOBAL SETTINGS VARNISH Varnish Servers 137 122 8 67 137 122 8 68 m Enter one server IP address or host name per line Target Hosts www uottawa ca uottawa ca Enter one host name per line These are the hosts that will be cleared for each URL BAN URLs http www uottawa ca Enter one URL per line These should represent all the different base URLs for this site PRODUCTION C a Varnish Servers A series of IP addresses one per line This is the array of Varnish servers that will be targeted by the system You should never need to change these 211 User Guide for the University of Ottawa s Drupal Web Content Management System Target Hosts A series of host names one per line When we wipe the cache for a URL we target multiple hosts for each URL in Varnish This is because sites can often be accessed using multiple domains and we must make sure that all of them get cleared Only use the domains that are used by your site BAN URLs A series of URLs one per line When we wipe the entire cache for the site we use these URLs to issue the request it is a BAN request to Varnish Every page that starts with any of the given URLs will be wiped Section 6 3 Managing the language settings These settings pertain to how your site identifies whether the user wants to see English content or French content Sites must choose one of the following methods for determining
145. ole is responsible for enabling and disabling modules as well as managing theme settings Section 3 4 Understanding Entity Types Bundles Fields and Entities In Drupal 7 most of your sites content will be stored in something called an Entity This is useful since Entities benefit from being findable and by extension translatable To fully understand the power of Entities you must understand the relationship between Entity Types Bundles Fields and Entities Section 3 4 1 Entity Types Generally each new Entity Type that is defined in Drupal behaves differently In the core version of Drupal the most important Entity Type is Nodes In the Web CMS distribution we introduce two more Entity Types these are Content Snippets and Data Entities As mentioned above each Entity Type behaves differently To demonstrate this the table below shows how each of the three Entity Types listed above behave Entity Type Can be rendered in a block Can be accessed by widgets Nodes Yes Yes Yes Section 3 4 2 Bundles Bundles are defined as a subtype of an Entity Type That means that two Bundles that belong to the same Entity Type will behave of the same way Where they differ is that each can and usually will have a unique combination of Fields and a specific way to present those Fields Section 3 4 3 Fields 19 User Guide for the University of Ottawa s Drupal Web Content Management System Fields are probably the most powerful tool within D
146. on User t Browser Default Content language detection DETECTION METHOD Use Canonical DESCRIPTION Determine the language using the canonical domain provided by multisite Determine the language using the canonical path prefix provided by multisite Determine the language from the URL Path prefix or domain Determine the language from a request session parameter Follow the user s language preference Determine the language from the browser s language settings Use the default site language English Order of language detection methods for content If a version of content is available in the detected language DESCRIPTION Determine the language using the canonical domain provided by PRODUCTION Show row weights ENABLED OPERATIONS Configure Configure it will be displayed Show row weights ENABLED OPERATIONS In general there are only four ways to configure this form depending on your circumstances 216 User Guide for the University of Ottawa s Drupal Web Content Management System Your primary URL is uni lingual EN www uottawa ca Check the box for URL and make sure the Use Canonical Domains and Use ie English and French users FR www uottawa ca Canonical Paths are unchecked This will prepend the text strings en and fr to all would use the same URL to get your paths in order to determine their language I
147. ople Add user Username E mail Active Role Any z Any Ir Apply Reset OPERATIONS Choose an operation Execute MEMBER E NAME ACTIVE ROLES FOR admin Fen l year 1 T i Yes administrator bmiller uottawa ca month P RA 8 Hello admin Log out LIST LAST ACCESS 39 secago m OPERATIONS paa account 196 User Guide for the University of Ottawa s Drupal Web Content Management System Once you re on the user edit page find the Roles list on the page highlighted in purple Check the box for the role you want to grant the user and click the Save button at the bottom The change should be applied immediately e eo admin University of Ottawa x i i a https www uottawa ca en user 1 edit destination admin people Ey P wy c A B tf Content Data Structure Appearance People Modules Configuration Services Rep Hello admin Log out Password Password strength Confirm password To change the current user password enter the new password in both fields Status Blocked Active Roles authenticated user administrator webadmin webmaster E editor contributor Your current logout threshold How many seconds to give a user to respond to the logout dialog before ending their session LANGUAGE SETTINGS PRODUCTION m 197 User Guide for the University of Ottawa s Drupal Web
148. ort for content snippets improves the use of the Program Link will be deprecated in favor of a Program Link Snippet in the future Section 4 3 1 10 FAQ Entry Description A FAQ Entry is used to create a single entry comprising a question and an answer in a FAQ list Fields The main fields available to a FAQ Entry are the Title i e the question and the Answer For a more detailed explanation on all these and other fields available to a FAQ Entry refer to Appendix 10 Example The following example shows 6 different FAQ Entries that have been grouped together and rendered with a Dynamic Content List using the View mode Summary and Details Please note that the Dynamic Content List and View mode must be set up by the webmaster of your site 43 User Guide for the University of Ottawa s Drupal Web Content Management System Example of FAQ Entries v FAQ Entry 1 Question Edit Lorem ipsum dolor sit amet consectetur adipiscing elit Suspendisse sodales tellus ut justo eleifend condimentum Sed molestie ultricies diam ac dictum Morbi a mollis ex Vivamus at sagittis erat Aenean rutrum sapien vel blandit cursus lorem metus sagittis dui a pretium elit neque vel risus Close gt FAQ Entry 2 Question gt FAQ Entry 3 Question gt FAQ Entry 4 Question gt FAQ Entry 5 Question gt FAQ Entry 6 Question 44 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4
149. ot what you are doing is the best strategy we recommend user acceptance testing UAT as the best strategy for finding out more about what your users would find most beneficial With UAT you would present a mock up of the element you are trying to test e g index cards representing menu options and ask a number of users to perform a task Note if and where they struggle to complete the task this will help you to identify the problem areas with your information UAT results can be very persuasive for making changes that will improve the user experience on your site For best practices on how to get the most out of your site navigation in Drupal contact the Web Communications team in the Communications Directorate User Guide for the University of Ottawa s Drupal Web Content Management System Case Study Creating and pruning a content inventory Here is a short excerpt from the Department of Game Development s revised content inventory For brevity the French columns have been omitted The first three columns would have been generated in Step 2 and the last three in Step 3 In this example it has been determined by the content owners that the About the Department page is providing little useful content to the user and that the content for Why Study Game Development needs to be rewritten Page Title EN Page URL EN Responsible Accurate Useful Role 1 Home Page http engineering uottawa ca game development Associate Yes Yes Dean 1 1 A
150. ou can use the Tab and Shift Tab shortcuts to indent or outdent the selected list item thus creating or removing a child from the list item above it 4 4 4 8 Hyperlink The hyperlink button is used to convert any plain text into a hyperlink that users of the website can then click to be taken to a different page To use this highlight the text which you want to convert into a link and click the button Upon doing so a pop up will appear with additional fields These fields are Link URL This is the destination of the link For any link which is not under your direct website use the full URL address e g http www thewebsiteiamlinking ca If you are linking to another page on your direct website use the relative URL address node 6 This will ensure that there are no errors with the links when they are migrated from authoring to production Target This sets whether the link will open in the same window or a new window For accessibility reasons you should never set a link to open in a new window If you must you have to indicate in the link text that it opens in a new window e g Link new window Title This sets the text which appears when a user hovers over the link For accessibility reasons you should leave this section empty Class Do NOT use this as any class put on a link will be stripped by the WYSIWYG After a link has been created you can always edit any of the links by placing your cursor anywhere within the link text Doing
151. p dev webcms uottawa ca en content component styles advanced settings 134 User Guide for the University of Ottawa s Drupal Web Content Management System 1 Title The title fieldset contains both the French and English title fields These exists in the event that a display format requires a title in order to render properly v TITLE Display Title English Title French Title Yes 2 Display Format Display Formats add a level of functionality to your page via javascript These are subdivided into Format and Display Mode The Format controls how the content will be rendered e g Slideshow Gallery etc while the Display Mode controls the container e g Collapsible Tabbable etc v DISPLAY FORMAT Format No Fomat Display Mode None 3 Styling Styling will provide visual enhancements to your page The options are as follows Container Type Choose the type of container that will house your content Spacing Adds extra gutters around your content Summary If it is rendered you may choose to either show or hide it Title Position Where your title will be shown This only takes effect if the content renders an image Button Link Position If your content renders a button you may control where it will float 135 User Guide for the University of Ottawa s Drupal Web Content Management System Clearfix items Choose to clearfix each item Image Width If your content renders an image you can set the width
152. put These named placeholders can be turned into contexts on the arguments form Make this your site home page To set this panel as your home page you must create a unique path name with no placeholders in the path The site home page is currently set to home on the Site Information configuration form Use this page in an admin overlay Admin overlays are used in many places in Drupal 7 and administrative custom pages should probably utilize this feature Update Your page will now be your site s new home page Click on the home button within the admin toolbar to confirm your changes 116 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 3 3 Understanding Panels layouts A naming convention was established for all layouts created at the University of Ottawa The rules of the naming convention are as follows 1 All uOttawa layout names begin with the prefix uottawa_ 2 The layout must have distinct rows 3 Each row is represented by a capital letter which indicates how the columns in that row are divided The table on the following page lists the row configurations that exist under our system New configurations may be added to this list based on new use cases Based on the rules above we can determine that a uOttawa layout has the form of uottawa_XYZ where X Y and Z represent any of the configurations found in the table It is important to note that according to rule 3 since a l
153. r src Selecting this option will show you another text field to enter the name of the attribute Inner HTML This selects the HTML content inside the element without selecting the element s tag itself For example if you had lt div id my_div gt lt p gt hello world lt p gt lt div gt you would only get lt p gt hello world lt p gt e Outer HTML This selects the HTML content including the element itself There is also a Character Encoding selection usually auto is perfectly fine but if you encounter weird characters in your import you may need to change this setting to the character encoding of your source data 167 User Guide for the University of Ottawa s Drupal Web Content Management System Stripped HTML parsers have the special property of automatically parsing both an English and a French field by applying the same logic to both the English URL in your sitecopy page object and the French URL This means you do not need Language Aware mappers see the section on Mappers to get language aware properties into your object Section 5 6 4 4 CSV single value parsers These parsers take a single cell from a CSV column You provide them a column number and they take the data from that cell The column numbers start from 0 Section 5 6 4 5 CSV multi value parsers These parsers are identical to single value parsers but offer a Delimiter option as well The value will be split into multiple values base
154. r Webform Localization by sync The options provided under Localization by sync are not used in the uOttawa Web CMS Not used Submission settings The Submission settings allow you to configure a confirmation message set up a redirect location limit the total number of submissions limit the number of submissions per user and set the status of the form to open or closed Submission access This section allows you to specify who can submit data through the form It does not prevent access to the Webform s page Progress bar This section allows you to configure the progress bar For most forms a progress bar is not necessary and you should probably uncheck the option Show progress bar Preview page Enabling the preview page will add a page for previewing the form before submitting it Advanced settings The advanced settings provide a few options that allow you to configure drafts for authenticated users change the label of the submit button and set up notifications about previous submissions 183 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 3 Translating your Webform Two different steps have to be taken depending on whether you are translating the title of your Webform or everything else Section 5 7 3 1 Translating the title of your Webform To translate the title of your Webform navigate to Content find your Webform and click on Edit On the page that appears
155. r display specific information such as the current date click on the link Browse available tokens to see what is available to you For example if you wanted to retrieve the submitted value of a component you would have to enter submission values where represents the Field Key of the component You can verify the Field Key by returning to the Form components tab and editing the targeted component 181 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 7 2 4 Form settings Home My first webform My first webform VIEW EDT SYNDICATE TRANSLATE RESULTS Form components Conditionals E mails LOCALIZATION BY STRING TRANSLATION LOCALIZATION BY SYNC v SUBMISSION SETTINGS Canfirmatinn maccana Clicking on the Form settings tab will give you access to various different settings related to the form s translation to what happens when a user submits the form to who can submit the form and so on Following is an explanation of each group of settings available 182 User Guide for the University of Ottawa s Drupal Web Content Management System Name of setting group Explanation Localization by string translation Checking the two options under Localization by string translation will allow you to translate all of the different elements of your form including the components the email templates and the confirmation message For more details see Section 5 7 3 Translating you
156. re to No enhance the search capabilities of every site 79 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 8 Biographical Supplement Title Required The title of your piece of content 4 i Title Suffix Defines a suffix to be attached to the generated titles The beginning of the title will usually be the person s name which is referenced in the Directory Entry Reference field below The URL where people will be able to view this piece of content Link Required This is where you specify the URL of the external content If the content does not fall under the uottawa ca domain you should check the Open URL in a new window option Primary Image You may attach to this field an image that will be used within teasers on landing pages You also have the option to display this image within the content itself by checking the option Directory Entry Reference A reference to the person s to which the article relates to Required Department Added by Faculty The academic department to which the article relates to This can be different than the app department which the person belongs to Content Groups This is a list of terms to which your piece of content may belong Most of these terms are No associated with distinct parts of your site so be careful which terms you select Summary A brief summary of your piece of content meant to be displayed within teasers on landing Yes p
157. re used to paste content from another source such as Word To use these simple place your cursor at the location you want the pasted text to appear and click the desired button Upon pasting your content into the pop up window click ok The content should then appear within the WYSIWYG window 4 4 4 16 Make WYSIWYG tool full screen Clicking this button will make the WYSIWYG full screen 4 4 4 17 Visual representation This button will provide a visual representation of the elements within the WYSIWYG This can be very useful when attempting to add style classes to certain elements 4 4 4 18 Path and word count Another feature is the WYSIWYG is the path and word count These are displayed at the bottom of the WYSIWYG window The path is particularly useful as it will provide feedback as to which element is selected and which classes have been applied to the selected element or any of its parents 58 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 4 5 Managing content metadata Content metadata may only be modified for nodes To do so expand the Meta Tags collapsible within the node edit form and make whatever changes to the metadata v META TAGS Page title Page title node title_field node title_field The text to display in the title bar of a visitor s web browser when they view this page This meta tag may also be used as the title of the page The text to display in the
158. ript and subscript x X The superscript and subscript buttons will turn regular text into superscript and subscript text respectively To use these highlight the text which you wish to modify and click the desired button 4 4 4 5 Cite The cite button can only be used to define the title of a work e g a book a song a movie a TV show a painting a sculpture etc Note A person s name is not the 52 title of a work For example when referencing Treasure Island by Robert Louis Stevenson only the text Treasure Island would be cited To use this simply highlight the desired text and click the button User Guide for the University of Ottawa s Drupal Web Content Management System 4 4 4 6 Special characters 2 The special characters button contains a selection of special characters which are difficult to input via keyboard To use this put your cursor at the location that you want the special character to appear then click the button A pop up will then appear from which you will be able to select the desired character 53 User Guide for the University of Ottawa s Drupal Web Content Management System 4 4 4 7 List The list buttons allow you to insert unordered bulleted and ordered alphanumeric lists respectively To use these put your cursor at the desired location and press the desired button This will begin your list By pressing the Enter key a new list item will be added to the list On any list item y
159. roups within the Vocabularies list and click Add terms f Content Data Structure Appearance People Modules Configuration Services Reports Home Administration Structure Taxonomy Hello admin Log out Taxonomy is for categorizing content Terms are grouped into vocabularies For example a vocabulary called Fruit would contain the terms Apple and Banana Add vocabulary VOCABULARY NAME OPERATIONS Content Groups edit vocabulary Languages edit vocabulary Site Sections edit vocabulary Tags edit vocabulary Save list terms ist terms ist terms ist terms add terms add terms add terms Show row weights 99 User Guide for the University of Ottawa s Drupal Web Content Management System Next provide a name for the new term Keep in mind that this name will be read by all of your contributors and editors and thus its function should be clear For example if you were creating a slideshow for your site s home page you would choose a name along the lines of Home Slideshow This name communicates both which page on which the content to be displayed as well as the widget which will display it If the contributor then wanted to see if their addition took effect it would be clear to them to check the slideshow on the site s home page Hello admin Log out f Content Data Structure Appearance People Modules Configuration Services Reports Home Administration Structure
160. rticle du menu translated translate You have now translated a menu item Repeat these steps for all of your menu items Once that is done your menu will be ready for use refer to Section 5 5 to learn how to do SO 148 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 5 Managing blocks There are many different types of blocks on your site The ones you will encounter the most are the SitelID Menu and Mini panel blocks Within Drupal 7 blocks may be used in two ways They can either be inserted directly into a Panel or Mini panel to be treated as in page content as discussed in Section 5 3 4 Or they can be placed within one of the theme regions on your site and configured to only appear under certain URL paths The latter is the topic of this section Section 3 7 covered all of the available regions provided by our theme To recap the regions that you will be modifying the most are the Site ID Local Navigation and Local Footer regions The steps to manage your blocks are as follows First click Structure within your admin toolbar f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You will be taken to the Structure page Here click Blocks Block types Manage block types including fields settings etc Content Snippets Manage content snippets 149 User Guide for the University of Ottawa s Drupal Web Content Manag
161. ructure Appearance People Modules Configuration Reports Hello user Log out Home Administration Configuration Regional and language Translate interface Translate interface OVERVIEW IMPORT STRINGS EXPORT This page allows a translator to search for specific translated and untranslated strings and is used when creating or editing translations Note For translation tasks involving many strings it may be more convenient to export strings for offline editing in a desktop Gettext translation editor Searches may be limited to strings found within a specific text group or in a specific language v FILTER TRANSLATABLE STRINGS String contains My first field Leave blank to show all strings The search is case sensitive Language Search in Limit search to All languages v Only untranslated strings Y Webform Localization TEXT GROUP STRING CONTEXT LANGUAGES OPERATIONS My first field Webform Localization PT ef6c0042 16f4 4820 b935 bbaa4bd2cedb 1 title fr edit delete webform ef6c0042 16f4 4820 b935 bbaa4bd2cedb 1 title Note For the components Select options and Grid you will need to search for each individual string used This means that you will have to search for the title label each individual option and in the case of the Grid each question The results will be presented in a table identifying the Text Group the String the Context and the Languages you can translate the string into Note that the Co
162. rupal 7 To start a Field is given a definition of the type of information it may contain The most common type of Fields are the textfield and textarea Both of these can be used by content creator to save information in the form of text that can later be presented to users Once a Field has its definition it can then be attached to any number of Bundles That means that those Bundles will gain the ability to store that specific type of information Most important of all is the fact that a Field can be defined as being translatable which allows a content creator to enter both the English and the French content at once Section 3 4 4 Entities Finally an Entity is a single instance of a Bundle To put this into more relatable terms every time you create a new basic page node you are in fact creating an instance of the basic page Bundle and storing information specific to that instance more appropriately named Entity Section 3 5 Understanding blocks A Block at its simplest is a box of content that may be added to any and all pages within your site The most notable Blocks that you will encounter are the Site D Menu Minipanel View and Widget Blocks These Blocks can be used in two ways They can be added to either a panel region or a theme region both of which will be presented in the following two sections Section 3 6 Understanding blocks and regions Whenever you want to create a new Page with a complex layout you will need to use a panel pag
163. rupal Web Content Management System That said sub sites require more work as they cannot reuse anything from their parent site or each other They also require more database storage Where sub sites would share a great deal of content or would be very tiny you should consider keeping them together If you are not sure please consult with the Web CMS team for a recommendation To start your site request create a list of your sub sites You will need to follow the rest of this section once for each sub site Update your content inventory to indicate which sub site each page belongs to if needed Case Study Organizing your sites Through this exercise the Department of Game Development has discovered more content underneath PC Game Development that is managed only by their internal team In order to allow them to manage the content directly they separate the site into the main site anda sub site for PC Game Development Since there are only two sites the Web CMS team will choose to co locate these two sites with the other four Engineering Department sites as sub sites of the Engineering site but this decision has little relevance to the Department s process Section 2 2 2 Step 2 Collecting technical information about your site You will need the following information for your top level site and each sub site e You will need a primary contact for the site This is normally the designated webmaster who will be the person that the Web CMS
164. s Languages Site Sections Tags Save OPERATIONS edit vocabulary edit vocabulary edit vocabulary edit vocabulary list terms list terms list terms list terms add terms add terms add terms Show row weights 90 User Guide for the University of Ottawa s Drupal Web Content Management System Regardless of which option you took you will now find yourself at the Taxonomy Term edit form for that specific Vocabulary Fill in the required fields and whichever of the optional fields you desire Once done click Save You may alternatively choose to click Save and translate If you do follow the instructions in the next section Whichever you choose to click the English part of your term has now been created Services Reports Hello admin Log out f Content Data Structure Appearance People Modules Configuration Home Administration Structure Taxonomy Content Groups Content Groups LIST EDIT SYNDICATE MANAGE FIELDS MANAGE DEPENDENCIES MANAGE DISPLAY TRANSLATE Name A field replacing taxonomy term name Description B 7 U x Xx Q aif E Paragraph v Styles lei e i A Path p Words 0 4 Disable rich text Text format Standard HTML Basic WYSIWYG More information about text formats e Lines and paragraphs break automatically Allowed HTML tags lt a gt lt blockquote gt lt br gt lt caption gt lt cite gt lt code gt lt dd gt lt div
165. s Hello admin Log out Home Administration Configuration System Static splash page SPLASH PAGE Variables description_fr Au carrefour des cultures et des id es description_en A crossroads of cultures and ideas image sites default files background smcs_remembrance_day_yy_110714_1 jpg title Universit d Ottawa University of Ottawa page_header_en uOttawa v ADVANCED Path www uottawa ca uottawa ca Your splash page will only be shown when the path entered matches the given ones This is in support of multisite installations Update page Remove page PRODUCTION A Our template provides multiple variables that you can use to customize the text on the splash page You specify these variables in a key value syntax in the Variables field one entry per line If you expand the Advanced collapsible you will find a Path field as well This controls which paths the splash page will appear at It is automatically generated and it is fairly accurate 193 User Guide for the University of Ottawa s Drupal Web Content Management System Universite d Ottawa Univ x YY e XxX D www uottawa ca uOttawa Francais English Au carrefour des cultures et des A crossroads of cultures and id es ideas Here are the variables that our template supports This descriptive text will go below the link to the French site image A URL or part of one This can be anything that will fit in an lt img gt tag s sr
166. s can assign a specific language to content Download contributed translations from Drupal org Warning Changing the default language may have unwanted effects on string translations Check also the source language for translations and read more about String translation Add language Show row weights ENGLISH NAME NATIVE NAME DIRECTION DEFAULT OPERATIONS English English Left to right French Fran ais Left to right edit d elete Save configuration Server IP 137 122 8 70 Server Name www uottawa ca Request Method GET Document Root var www html http www Environment Production PRODUCTION 214 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 3 2 Managing the canonical settings for a language In order to get to the following screen please follow the steps in section 6 3 1 You should be looking at the edit form for a language At the bottom will be two key controls The Canonical Domain is the domain name that used by default for the given language If it is different from the other language it can be used to identify the language that the user wishes to receive content in The Canonical Path performs the same function but for the path component do not start the path with a slash For example in http engineering uottawa ca game development them and save the form engineering uottawa ca is the domain and game development i
167. s the path If these settings are incorrect simply change ft Edit language University o X https uottawa ca en admin config regional language edit en Content Data Structure Appearance People Modules EOM Language code or other custom text to use as a path prefix for URL language detection if your Detection and selection settings use URL path prefixes For the default language this value may be left blank Modifying this value may break existing URLs Use with caution in a production environment Example Specifying deutsch as the path prefix code for German results in URLs like example com deutsch contact Language domain The domain name to use for this language if URL domains are used for Detection and selection Leave blank for the default language Changing this value may break existing URLs Example Specifying de example com as language domain for German will result in an URL like http de example com contact Direction Left to right Right to left Direction that text in this language is presented Canonical Domain www uottawa ca Domain that this site uses for this language Canonical Path Path that follows the domain for this site for this language Save language Server IP 137 122 8 70 Server Name www uottawa ca Request Method GET Document Root var www html http www PRODUCTION m 215 User Guide for the University of Ottawa
168. scipit eget iaculis ac massa Nam vulputate ipsum nec arcu fermentum sed tristique ex aliquam Sed ut iaculis felis Lorem ipsum Donec quis felis sollicitudin convallis lorem ac rutrum augue Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae In interdum nunc ex ut vulputate orci viverra non Maecenas gravida laoreet convallis Morbi euismod pharetra efficitur Integer urna tellus iaculis in eros id bibendum mattis ipsum Vestibulum at arcu id massa commodo laoreet Praesent vestibulum justo eu urna sollicitudin eget blandit tortor congue Quisque non dapibus neque Phasellus vel nisi ac ipsum tincidunt ultricies Dolor sit amet Integer in tortor in diam hendrerit tincidunt vitae vel mauris Aliquam id consequat odio Quisque vel vulputate est Aenean fringilla ipsum nulla eu sollicitudin nibh varius vitae Proin posuere ante et tempus semper Nunc congue ligula sed nulla ullamcorper mattis Maecenas nec dui ut purus placerat pulvinar Etiam convallis mi pharetra semper tempor arcu purus aliquam augue vel auctor arcu libero id libero Sed fringilla condimentum efficitur Etiam rutrum malesuada justo eu volutpat mi faucibus non Cras nec arcu justo Section 4 3 1 8 Biographical Supplement Description Similar to a Content Link the Biographical Supplement differs because it is used to create an external reference to a piece of content pertaining to a specific person uOttawa Adjunct Pr
169. series of post import actions both post item and post import 162 User Guide for the University of Ottawa s Drupal Web Content Management System All of these different types of handlers can be extended with your own custom versions if the default does not work For most content that has been sufficiently classified with IDs and classes importing is relatively trivial to setup Next we ll go through each type of item and look at what options are available to you and how you set them up Section 5 6 2 Creating a Sitecopy job Sitecopy is organized into jobs Each job contains a workflow of pulling data parsing it filtering it mapping it and then saving it You can create a new job by clicking on the Structure link at the top of your screen after logging in and then on Sitecopy Jobs Here you will find a list of all the existing jobs on your site To add a new one click the New Sitecopy Job button This will bring you to a screen where you can name your job Once you re done that you will be presented with a series of tabs and a screen showing you information about your job Here s a brief rundown on the tabs View Shows you some information on how your job is setup Edit Allows you to change the display name of your job Source Here you can provide information on your data source Parsers Configure parsers that will let you fetch data from a source object Importer Lets you select the data type that this
170. so will highlight the link button indicating that the selected text is already a link 4 4 4 9 Add an image The image button inserts an image into the WYSIWYG To use this place your cursor at the desired location and click the image button A popup will appear with three options These are Upload Here you can upload a new image To do so click the Choose file button This will open up a navigator where you can select any file from your computer Once you have selected a file click Next At this point you must enter alt text for the image required for accessibility however you should not set 54 User Guide for the University of Ottawa s Drupal Web Content Management System the Title text If the image is complex provide in the long description field a link towards a page with a full description of the image Once done click Save You will then be shown the options you have selected so far the only thing left to do is to click Submit You should now see your new image within your WYSIWYG Library Here you can select any image which has already been uploaded to the website After clicking on the desired image click Submit You will now be shown all the default options associated with the image At this point you can overwrite the alt and title text if what is provided is not sufficient Upon completing the changes if any click the Submit button You should now see the image within your WYSIWYG My Files This sectio
171. sult It is faster than Drupal Varnish will cache all requests that are not made over HTTPS for a period of twelve hours and will continue to serve pages to the visitor even if Drupal itself malfunctions If you would like to bypass the Varnish cache make sure you are using HTTPS The rest of this section will focus on how you can manage and clear these caches If you are not seeing a change you performed on your site clearing the caches is one way to resolve this issue If you are going to clear both the Varnish and the Drupal cache clear the Drupal one first and then the Varnish cache 205 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 2 1 Clearing the Drupal cache If you have access to the server back end we recommend clearing the Drupal cache through the drush tool as it is faster However administrators will not normally have such access so these instructions will show you how to do it through Drupal Start by logging into your site and then clicking on Configuration in the toolbar highlighted in red in the below image Find the link for Performance underneath the heading Development and click on it highlighted in green Configuration University X hitps uottawa ca en admin config f Content Data Structure Appearance People Modules Image styles Configuration Services Hello admin Log out Configure styles that can be used for resizing or adjusting im
172. t Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out e View and manage cron table CONTENT AUTHORING External Cache Control Diff Diff settings Manually add an item to the cache Global Redirect Dual Language Editor z z Chose which features you would like enabled for Global Redirect Configure how the dual language editor works Google Analytics Fences j s 2 Configure tracking behavior to get insights into your website traffic Configure default field wrapper and marketing effectiveness Text formats Google Analytics Multiple Configure how content input by users is filtered including allowed Configure multiple Google Analytics codes HTML tags Also allows enabling of module provided filters Revision Enforcement Title settings Settings for the Title module Control revision enforcement settings Special Menu Items Webform settings A Configure Special Menu Items Global configuration of webform functionality Wysiwyg profiles Configure client side editors Unique Queues 192 User Guide for the University of Ottawa s Drupal Web Content Management System Once on this page you will be able to modify the variables for the static splash page Here s what that looks like Static splash page Univer x YY t C amp https www uottawa ca en admin config sy splash A Content Data Structure Appearance People Modules Configuration Services Report
173. t it along with your three pieces of documentation in order for your project to be approved If you are migrating independently your communications plan your full content inventory and your technical requirements analysis will still be useful tools for your migrating team to draw upon Section 2 2 Requesting your site Section 2 2 1 Step 1 Organizing your sites With your planning work done you are now ready to have your site created Before submitting your request an important consideration will be how they are organized In the uOttawa Drupal version this is done using Drupal multi sites A multi site installation allows you to divide your main site into multiple sub sites These sub sites have a completely separate database but share code with your top level site There are numerous reasons why you might divide your site into sub sites You can have a different group of editors and contributors in each sub site Where content is going to be split between different groups divide your site into sub sites If parts of your site have different navigation divide your site into sub sites based on the navigation If you have a large amount of content i e more than 100 pages in one language you should divide your site into different sub sites for better performance If your organization has sub units such as departments these can form logical places to divide your site into sub sites 10 User Guide for the University of Ottawa s D
174. t occasionally see a green highlight box named Future Features These boxes discuss planned changes to the University s Web CMS that are not yet implemented so that you can be aware of the future stages of our project Below is an example Future Features In a future release we intend to provide a more robust tool that only shows a webmaster the modules that they are most likely interested in our apps and widgets instead of all of the options available within Drupal User Guide for the University of Ottawa s Drupal Web Content Management System Section 2 Getting Started Section 2 1 Preparing your content Building a useful website involves much more than just publishing content to the Internet A good website focuses its content on what the audience wants While internal requirements may mandate that certain information needs to be published care should be taken to limit such cases to those that are really necessary In order to help you achieve this the first step in transitioning to Drupal is to focus on your content Drupal makes many things easy to do but it can t yet write your content for you If you are receiving direct support from the Drupal Migration Team to transition to Drupal you will need to follow all steps in this section and submit all completed documents to the Communications Directorate for review If you are migrating independently to Drupal either with your own Web team or by using of the University s
175. t page Translation post information Hidden Shown Date Popup Authored settings Replacing post information Enabled Date format 03 16 2015 13 23 Display 3 years Whether the translation authoring information should be hidden shown or replace the node s authoring information Compare revisions Menu settings Wysiwyg Template Webform Enabled Save content type Delete content type Click on Save content type to save your changes You should then be returned to the table of Content Types Find Webform again and click on the operation manage fields Webform Machine name webform e n edit manage fields manage display delete Create a new form or questionnaire accessible to users Submission results and statistics are recorded and accessible to privileged users 172 User Guide for the University of Ottawa s Drupal Web Content Management System On the following page where you see Title select the operation replace Webform EDIT MANAGEFIELDS MANAGE DISPLAY Show row weights LABEL MACHINE NAME FIELD TYPE WIDGET OPERATIONS Title title Node module element Language language Language selection URL path settings path Path module form elements t Maen sanr mnnerencer Mines oan madiin Env alamaner Follow the steps to replace the title with a field instance and save the settings This will allow you to translate the titles of your Webforms Replace fields Replace title with a field instance If th
176. team will communicate with for matters such as planned outages and site specific issues You will need to supply their name email address and phone extension Will your site be bilingual or only on one language What will the primary URLs of your site be in English and French The primary URL is the path to your home page e g http engineering uottawa ca game development Your primary URL must be short and clearly communicate what the site is about It should be different in English and French Words must be separated by hyphens Omit small words such as articles conjunctions as long as this does not alter the meaning of your URL oO O 0 90 11 User Guide for the University of Ottawa s Drupal Web Content Management System o Accents should be replaced with the non accented version of the character for SEO reasons e What is the name of the site in English and French as you want it to appear to the front end user Case Study Collecting technical information The Department of Game Development has amassed the following information for their site s e DEPARTMENT SITE The primary contact for the main site will be A Smith whose extension is x555 and can be reached at asmith uottawa ca The site will be bilingual The English URL will be http engineering uottawa ca game development The French URL will be http genie uottawa ca developpement jeu The English site name will be Department of Game Development The French site n
177. tent Management System Here is an example of what the login screen will look like for your site mi User account uOttawa hittps www uottawa ca en user u Otta wa User account Enter your University of Ottawa username Password Enter the password that accompanies your username Students uoZone Employees Jobs Media About uOttawa in Y f a t Library Governance Policies Feedback Emergency Contact the University of Ottawa Canada Once your primary webmaster is logged in with permissions they will be able to perform step 3 for other users as needed Future Features In a future update to our site management tool we plan to allow you to specify a list of usernames and their roles as part of the site request process Once this is the case you will not need to manually request the webmaster role User Guide for the University of Ottawa s Drupal Web Content Management System Case Study Logging in Having requested their two sites via the webform and having received word that they are ready for use the Department s primary contacts A Smith and M Dubois can now login to their sites e DEPARTMENT SITE o A Smith s InfoWeb username is E123456 and his password is 73120656 He would enter these credentials at http auth engineering uottawa ca game development user ma He can also use http auth genie uottawa ca develoomment jeu user to login with a French interface Once logged i
178. tent items and change their location with a drag and drop interface Access P i Display settings Menu Title t Variants gt ype Manually set Panel gt Summary Title General Selection rules The title of this panel If left blank a default title may be used Set to No Title if you want the title to actually be blank Contexts Layout Center Content gt Preview Update Update and save Update and preview You have unsaved changes to this page You must select Save to write them to the database or Cancel to discard these changes Please note that if you have changed any form you must submit that form before saving Save Cancel That is it you have now created a new Page for your site To learn how to provide Drupal with a French URL path visit Section 5 3 8 Section 5 3 2 Setting it as your home page 112 User Guide for the University of Ottawa s Drupal Web Content Management System If you have already created your Page but now want to set it as your new home page first click Structure within your admin toolbar A Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You should now see the Structure page On this page click Pages Nodequeues Create and maintain simple nodequeues Panels Get a bird s eye view of items related to Panels 113 User Guide for the University of Ottawa s Drupal Web Content Management System Find the page that you w
179. the number of items per REGIONAL AND LANGUAGE feed and whether feeds should be titles teasers full text Regional settings Settings for the site s default time zone and country WORKFLOW Date and time Rules Configure display formats for date and time Manage reaction rules and rule components SYNDICATION SETTINGS Translate interface Translate the built in interface and optionally other text Content Servers Control which servers are available to send content to Entity translation Clicking on this link will bring up the languages page From here you have several options depending on what you need to manage To modify the canonical URL settings click on the edit button next to the language you wish to modify highlighted in orange below and refer to section 6 3 2 To modify what methods are used for detecting the language click the Detection and selection tab highlighted in blue and refer to section 6 3 3 To add additional canonical paths or domains to the accepted list click on the Multi site locale highlighted in green and refer to section 6 3 4 213 User Guide for the University of Ottawa s Drupal Web Content Management System Languages University of a https Modules s Home Administration Configuration Regional and language With multiple languages enabled interface text can be translated registered users may select their preferred language and author
180. time you unpublish content in the backend and when that content will become unviewable by the public Sidebar Reference If your content belongs to a specific subsection of your site you may be able to add a sidebar so No that your content will be consistent with the rest of the subsection Appendix 4 News Article Title Required The title of your piece of content The URL where people will be able to view this piece of content Body Required The most important field This is where you will write your content Summary Required A brief summary of your piece of content meant to be displayed within Yes teasers on landing pages Related Links This is meant for links related to your current piece of content The Title Yes portion of this field is for the text that will be visible to the public while the URL is the path where the related content lives 72 User Guide for the University of Ottawa s Drupal Web Content Management System Primary Image You may attach to this field an image that will be used within teasers on landing pages You also have the option to display this image within the content itself by checking the option Date Posted Required Use this to tag your article with a specific Posted on date ss Content Groups This is a list of terms to which your piece of content may belong Most of these terms are associated with distinct parts of your site so be careful which terms you select
181. tings The global header appears on every site It is the red bar across the top of every page M Home uOttawa https www uottawa ca en Pam m uOttawa Our theme offers two settings for controlling the presentation of the global header etna vaves omsowion Disable language On Off Disables the En and Fr button in the top https www uottawa ca en admin appearance settings uott Y E toggle button left hand corner that allows the user to change the language This can be used on unilingual sites only To ensure that your site qualifies to be unilingual contact Communications communications uOttawa ca Appearance University of X Structure Appearance People Modules Configu v GLOBAL HEADER SETTINGS F Disable language toggle button F Disable text resize button Disable text resize On Off Removes the tT button that explains to the button user how to resize the text on the page PRODUCTION 202 User Guide for the University of Ottawa s Drupal Web Content Management System Section 6 1 5 Managing the site ID Site IDs are used to provide the user with contextual information for where they are within a site These settings will affect how all site IDs are rendered a Appearance University of X l my https v uottawa ca en admin appearance settings uottawa_zen_ Go g Google P g 8 4 A B f
182. tions of the site often in a top navigation bar Management ist links edit menu add link 142 User Guide for the University of Ottawa s Drupal Web Content Management System You should now see the menu edit form Add a title for your menu Be sure to remember this title as it will be required when attempting to display the menu within your site Additionally you must set the translation mode to Translate and Localize This must be done before creating any menu items within your menu Failure to do so could result in you having to rebuild the entire menu Once done click Save f Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out Home Administration Structure Menus Menus LIST MENUS SETTINGS TRANSLATION SETS You can enable the newly created block for this menu on the Blocks administration page Machine name my menu Edit Description v MULTILINGUAL OPTIONS Translation mode Om ii al option or menu ite i a wi e tra atahle Translate and Localize Menu items with language will allow translations Menu items without language will be localized Fixed Language Menu items will have a global language and they will only show up for pages in that language For localizable elements to have all items available for translation visit the translation refresh page Save Your new menu will now exist To add a menu item click Add link 143 User
183. title bar of a visitor s web browser when they view this page This meta tag may also be used as the title of the page when a visitor bookmarks or favorites this page when a visitor bookmarks or favorites this page Description Description node uottawa_summary node ucttawa_summary A brief and concise summary of the page s content preferably 150 characters or less The description meta tag may be used by search engines to A brief and concise summary of the page s content preferably 150 characters or less The description meta tag may be used by search engines to display a snippet about the page in search results display a snippet about the page in search results Abstract Abstract A brief and concise summary of the page s content preferably 150 characters or less The abstract meta tag may be used by search engines for A brief and concise summary of the page s content preferably 150 characters or less The abstract meta tag may be used by search engines for archiving purposes archiving purposes Keywords Keywords A comma separated list of keywords about the page This meta tag is not used by most search engines A comma separated list of keywords about the page This meta tag is not used by most search engines Browse available tokens ADVANCED 59 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 5 Viewing your content First determine which type of content it is you want to view Section 4
184. to multiple distinct organizational units Syndication addresses this problem by allowing content to live on one website and letting that site share its content with others With syndication all information relating to that piece of content is managed in one location with updates pushed out to all of the sites which have opted to pull in the syndicated content should a modification ever be made Section 3 14 Clearing your local cache Sometimes content will not appear immediately on your site such as when you update an image To ensure that you have the latest version of your page you will have to clear your browser cache To do so follow the instructions below Chrome Open the options menu gt Click History gt Click Clear browsing data Now make sure that Cached images and files is selected Uncheck any other item that you do not want to erase Then click Clear browsing data Safari Click on Safari gt Click on Empty Cache gt Click Empty Internet Explorer Click on the gear gt Select Safety and Delete browsing history Select Temporary Internet Files Uncheck any items you do not want to erase Click Delete 22 User Guide for the University of Ottawa s Drupal Web Content Management System Firefox Click History gt Click Clear Recent History gt Select Cache Uncheck any item you do not want to erase Click Clear Now Section 3 15 Un
185. tries starting with the first one between 1 and 10 For example if you were on My Site gt Admin gt Appearances gt uOttawa Default Theme and changed this to 2 you would only see My Site gt Admin in the breadcrumb Display breadcrumb Yes Admin By default breadcrumbs are shown on every page Here you can turn the breadcrumbs off Only No entirely or to only show on admin pages Breadcrumb Text By default breadcrumbs are separated by space slash space This setting allows you to separator change the separator We do not recommend changing this setting Show home page On Off This controls whether or not the home page of your site will appear as the first component of link the breadcrumb or not It defaults to being on The text for the home page link will be Home Append a separator On Off If enabled the text from the Breadcrumb separator setting above will be appended at the end to the end of the breadcrumb We do not recommend enabling this setting on your site Append the content On Off If enabled the page title not linked will be appended with a separator to the end of the title to the end breadcrumb We recommend leaving this enabled Use Site ID name as On Off This is a setting specific to the uOttawa Drupal version that attempts to replace the word home page link Home in the home page link see Show home page link above with the name of your site It do
186. tted the form in either English or French will be grouped together To view the results navigate to Content find your Webform and click on edit At the top right of the page click on the tab Results You will automatically be directed to the sub tab Submissions From here you can view edit or delete individual submissions f Content Data Structure Appearance People Modules Configuration Reports Hello user Log out Home My first webform My first webform VIEW EDT SYNDICATE TRANSLATE WEBFORM Analysis Table Download Clear Showing 1 1 of 1 w SUBMITTED USER IP ADDRESS OPERATIONS 1 03 17 2015 13 50 user 12 34 56 789 view edit delete The sub tab Analysis allows you to view a basic analysis of the data submitted by users such as the number of submissions per component calculations and averages The sub tab Table will present the data entered into each field of the form in a tabular format The sub tab Download will allow you to export all of the submissions and specify the export format the included components and a few other settings The sub tab Clear provides the option to delete all of the submissions made to this Webform 190 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 8 Using rules The rules module is a large project designed to take actions on certain triggers within Drupal You can configure rules underneath Admin gt Configure gt Rules Each rule takes th
187. ttern For example the main About uOttawa sub site contains a panel page entitled Facts The URL path of this page was chosen to be about facts In most cases you will want a URL path that is language specific See Section 2 1 4 Updating your URLs for more tips In the case of a node this can all be done directly from the node editing page For panel pages however URL aliases will have to be created to provide the proper French paths The procedure to do this is discussed fully in a later section Section 3 9 Categorizing content In Drupal content is categorized via taxonomy Most widgets on a site will pull content that has been tagged with a specific term There are two ways that you can use taxonomy terms to present content The first is the nodequeue which adds content tagged with a specific term to a queue which can then be ordered by a content creator A good example of this is the Slideshow whereby Contributors can sort individual slides in order to promote the most important content The second way is the direct use of the taxonomy term This is used when a specific sort order has been chosen for a widget Taxonomy terms are used in the university s online calendar widget uoCal which displays events in chronological order Section 3 10 Understanding Views Historically Views have been used as the primary method to generate lists of content within the Web CMS Although this is no longer the cas
188. type content Most of these terms are associated with distinct parts of your site so be careful which terms you select If you have time sensitive content you may use this field to seta publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public 82 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 10 FAQ Entry Title Required The question of a specific FAQ entry Answer Required The answer to the FAQ question Published Timeframe If you have time sensitive content you may use this field to seta publish and unpublish date and time Note that there will be a delay between the time you unpublish content in the backend and when that content will become unviewable by the public FAQ Groups This is a list of terms to which your piece of content may belong No reserved for FAQ type content Most of these terms are associated with distinct parts of your site so be careful which terms you select Appendix 11 Title Snippet Fields Title Required The title to be displayed Label Required An administrative label for the snippet 83 User Guide for the University of Ottawa s Drupal Web Content Management System Title Type Select Page Title if this is the first title on your page Select Section Title if this is a block title Note Only one Page
189. u get weird input characters this is one option that can help you solve them Section 5 6 6 Managing Sitecopy importers Currently Sitecopy only offers one import source entities You can select any entity type within Drupal and any particular bundle within it It is essential you pick a bundle type so that Sitecopy knows what fields to offer you for mapping Sitecopy also allows you to change the default text format We do not recommend you change this unless you are intending to use admin text formats in your site You can also control whether or not path aliases are created or not The last option Title deduplication will examine each 168 User Guide for the University of Ottawa s Drupal Web Content Management System import item and only import the first one with each unique title This can help if you are anticipating many copies of one item such as importing a taxonomy list from a spreadsheet Section 5 6 7 Managing Sitecopy mappers Mapping is the process of taking your parsed values and telling Sitecopy how to save them in the importer There are three ways to provide values to the importer 1 You can use the Parser Property to select a property provided by a parser and map it to a field on an import object This will be the most common thing done 2 You can use Static Value to map the same value onto every imported object Use this if your import has the same value for a field on every item A good example would b
190. uere ante et tempus semper Nunc congue ligula sed nulla ullamcorper mattis Maecenas nec dui ut purus placerat pulvinar Etiam convallis mi pharetra semper tempor arcu purus aliquam augue vel auctor arcu libero id libero Sed fringilla condimentum efficitur Etiam rutrum malesuada justo eu volutpat mi faucibus non Cras nec arcu justo 32 User Guide for the University of Ottawa s Drupal Web Content Management System 33 User Guide for the University of Ottawa s Drupal Web Content Management System Section 4 3 1 2 Content Link Description A Content Link consists of a link to a page or document that may be associated with a summary and an image Content Links can be rendered in a variety of different ways and can be displayed within one or multiple lists on your site Fields The main fields available to Content Links are the Title the Summary the Link and the Primary Image For a more detailed explanation on all these and other fields available to Content Links refer to Appendix 2 Example Although Content Links do have their own pages these pages are blank Consequently the following example shows how a single Content Link can be rendered differently on a page with a complex layout such as a landing page depending on the View mode used Please note that these View modes are generally also available to all other nodes and to the General Content Snippet and are controlled by the webmaster of your site Example of a Conte
191. uire the ability to import data from an external source User Guide for the University of Ottawa s Drupal Web Content Management System From your brainstorming session begin a spreadsheet outlining your technical requirements If possible include a link to an existing page where the feature already exists and provide a Details column with as much information as you have on your needs and wants Then go through this spreadsheet to try and associate each feature with an already existing feature within the uOttawa Web CMS distribution which are all detailed in this document Highlight any feature that does not have a match and indicate whether or not you are willing to launch without it in a Critical column The Web CMS team may be able to discuss with you how you can implement it within the University s Drupal version if not a discussion around a new development project to include the feature will take place instead The more detail that this document includes the better the estimates for your project will be That said the Web CMS team will be happy to help you identify whether or not one of our features can be used in a certain way so if you are unsure please feel free to highlight the item Case Study Analyzing technical requirements Here is a short excerpt from the Department of Game Development s revised content inventory For brevity the French columns have been omitted The first three columns would have been g
192. use this field to set a publish and unpublish date and time Note that there will be a delay between the time you unpublish content in No No No No No No No 76 User Guide for the University of Ottawa s Drupal Web Content Management System Pa the backend and when that content will become unviewable by the public Sidebar Reference If your content belongs to a specific subsection of your site you may be able to adda sidebar so that your content will be consistent with the rest of the subsection Translatable 77 User Guide for the University of Ottawa s Drupal Web Content Management System Appendix 7 Biographical article on a person Title Required The title of your piece of content ired Title Suffix Defines a suffix to be attached to the generated titles The beginning of the title will usually be the person s name which is referenced in the Directory Entry Reference field below The URL where people will be able to view this piece of content Summary A brief summary of your piece of content meant to be displayed within teasers on landing pages Related Links This is meant for links related to your current piece of content The Title portion of this field is for the text that will be visible to the public while the URL is the path where the related content lives Primary Image You may attach to this field an image that will be used within teasers on landing pages You also have the option to d
193. ut a person at risk This is because the forms are not fully secured and the information could potentially be compromised The following strictly disqualify you from using Webforms e Storing both the user s date of birth and their student or employee number Storing more than two of the user s full name email address date of birth student number or employee number e Storing any other sensitive data that cannot be made available to the public such as credit or debit card information account numbers passwords medical records home address etc Section 5 7 1 Configuring your Webforms Before proceeding with the creation of a Webform you will need to verify a few things to ensure that your forms will be translatable These steps only need to be done once for your site First make sure that both the modules Webform and Webform Localization are enabled in your module list Next navigate to Structure and then Content Types In the table that appears find Webform and click on the edit operation At the bottom left of the page you should see a tab called Publishing options Under Multilingual Support select Enabled with field translation 170 User Guide for the University of Ottawa s Drupal Web Content Management System Submission form settings Title Default options Z Published Publishing options Published Promoted to front page W Promoted to front page Display settings Sticky at top of lists Display a
194. ut page Use a relative path and don t add a trailing slash or the URL alias won t work Save 140 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 4 Managing menus This section covers menu creation and translation Section 5 4 1 Creating a menu To create a new menu first click Structure within your admin toolbar bs a Content Data Structure Appearance People Modules Configuration Services Reports Hello admin Log out You will be taken to the Structure page Here click Menus File types Manage settings for the type of files used on your site Mini panels Add edit or delete mini panels which can be used as blocks or content panes in other panels 141 User Guide for the University of Ottawa s Drupal Web Content Management System You will now find yourself on a page showing all of the menus available to your site We will be creating an entirely new menu to ensure that all the proper settings have been select for our menu To do so click Add menu f Content Data Structure Appearance People Modules Configuration Services Reports Helloadmin Log out Home Administration Structure Menus LIST MENUS SETTINGS TRANSLATION SETS Each menu has a corresponding block that is managed on the Blocks administration page Add menu TITLE OPERATIONS Main menu POS ist links edit menu add link The Main menu is used on many sites to show the major sec
195. uthor and date information Ann Hidden Create new revision Users with the Administer content permission will be able to override these options Date Popup Authored settings P p Enabled Date format 03 16 2015 13 23 Display 3 years Multilingual support Compare revisions Disabled Menu settings Enabled F Enabled with field translation Wysiwyg Template Enable multilingual support for this content type If enabled a language selection field will be added to the editing form allowing you to select from one of the enabled languages If disabled new posts are saved with Webform the default language Existing content will not be affected by changing this option Enabled If field translation is selected you can have per field translation for each available language You can find more options in the entity translation settings Hide content translation links Hide the links to translations in content body and teasers If you choose this option switching language will only be available from the language switcher block 171 User Guide for the University of Ottawa s Drupal Web Content Management System Once you have done this click on the tab called Display settings and uncheck Display author and date information so that the name of the creator of the form and the creation date of the form do not appear at the top of every Webform Submission form settings Title Publishing options Published Promoted to fron
196. vendors of record it is encouraged that you follow these steps to better prepare you for your migration Section 2 1 1 Step 1 Developing a communications plan In order to build a more usable website it is important to focus your content and site design on meeting the needs of your audience To achieve this the first step to write a communications plan for your website This plan will provide important information for the teams working with your site and will help you identify your primary audiences so that you may focus your content on their needs A communications plan is simply a text document done in Word with the following sections You can use the attached template to get started e Context In this section provide some contextual information about your unit group or faculty Also provide any information about your other external communication strategies apart from the website e Objectives Here you should provide some detail on your objectives in creating a website Consider what users might want to do on your site and what you want them to do on your site Audience Briefly detail the audience s for your site What types of people are you trying to attract to your site Key Messages For each of your audiences what are the key messages or types of information that you are trying to impart to them Strategy Explain how will you achieve your objectives What actions will be taken in order to achieve them Success Metrics What metrics wi
197. y of Ottawa s Drupal Web Content Management System Section 5 7 2 2 Conditionals Home My first webform My first webform VIEW EDIT SYNDICATE TRANSLATE RESULTS Form components Conditionals E mails Form settings Show row weights Conditionals may be used to hide or show certain components or entire pages based on the value of other components There are no conditional actions on this form Add a new condition Save conditions The Conditionals tab allows you to create rules whereby you can show or hide form components based on the user s input Showing a component means that the component is hidden by default until the user has inputted data that meets the condition established Hiding a form component means that the component will be visible until the user has inputted data that triggers the condition to hide it In the example below two rules have been created The first rule indicates that if the user select Option 1 from the Select options component the form must hide the field called My second field The second rule indicates that if the user enters text containing the word hello into the Textfield My first field the form must show the field My third field 179 User Guide for the University of Ottawa s Drupal Web Content Management System If My select options Y is v Option1 vY D Ge then hide My second field v E If My first field contains v hello A Gi then s
198. y to discard all the values after the first 166 User Guide for the University of Ottawa s Drupal Web Content Management System Section 5 6 4 2 Source property parsers This is not so much a parser but a way to extract data from the source object itself directly For HTML pages this can be the name of a field on the Sitecopy page entity itself This is how you would access the page title or path alias override for instance You can also configure other fields and use them in this manner For CSV files there is no special data that you cannot get with the CSV single value parser instead It only has one property Data Object Property At the moment this is a text field into which you put the name of the field In the future we hope to change this to a drop down of properties Section 5 6 4 3 Stripped HTML parsers This parser is designed to parse HTML and extract data from an element You do this by specifying a CSS Selector This can be any valid value that the QueryPath library understands QueryPath is similar to jQuery in its implementation Some common examples would be to select an element by its ID e g my_element_id or by its class e g my_element_class You can also combine these together by separating them with a space There are three ways to retrieve data from the element after selecting it by selecting a Parser Mode Attribute This selects the value of a certain attribute such as href o

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