Drupal Training. Create Content Creating content is the fundamental basis for building the UCSD School of Medicine's website.

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1 Drupal Training What is Drupal? Content Management System - a computer application used to create, edit, manage, and publish content in a consistently organized fashion. o Drupal is designed to simplify the publication of Web content to Web sites. Logging In 1. The Login link is located at the bottom of the homepage 2. Enter your UCSD Single Sign-On information and hit "Sign On" Once logged in, you will see that the Drupal module has a taskbar on the left-hand side of the screen that contains two sections: a content management section and a content pages section. Content Management Section This section contains four tools to you'll need to concern yourself with: Create content Viewing the Web File Manager (WebFM) Log out Create Content Creating content is the fundamental basis for building the UCSD School of Medicine's website. To start a page from scratch: 1. Click on "Create Content" located in the left-hand toolbar 2. Click on "Page" that appears below, or click on "Page" closer to the center of the 3. You will be taken into the page editor mode, where you must fill out the fields described below Note: Do not fill in or modify any fields in the editor page that are not discussed in this documentation 4. When you are completely finished filling out the fields, click "Submit" at the bottom of the Note: If you are unhappy about the changes you've made, or want to come back later and change something, simply click "Edit" next to "View" to enter back into the edit mode. ( )

2 Core Content Fields Page Title Give the page a title. This title will appear at the head of the browser window and the top of the white content space in large, bold font. This means that once you put the title in the "title" field, there is no need to put a title in the "body" field. Page Type You must specify a page type. Simply select the one that applies to your group or department Page Body Add your content in the white space of the TinyMCE module. There are many different tools at your disposal in order to make it as close to Microsoft Word as possible. If you are savvy with HTML, click the HTML button and a new window will appear where you can enter your code. URL To create a short and unique web address for your page, you must modify the "URL path settings" field. 1. When you initially create the page, uncheck "Automatic Alias" under URL settings 2. Input the text you want to be appended after "som.ucsd.edu" in the web address in this field Example: as opposed to

3 Menu Settings Menu Link Title The Menu Settings Title governs two things: 1. How the page is named underneath "User Navigation" on the left-hand side 2. How the web address of the page is displayed For example, if you name a page "Administration Unit Contacts" under the Administration department, the URL will be as follows: Note: Keep in mind that less meaningful words such as "a, an, as, at, before, but, by, for, from, is, in, into, like, of, off, on, onto, per, since, than, the, this, that, to, up, via, with" contained in the Menu Settings Title will not become a part of the web address - the same applies to any and all punctuation Menu Parent Item The page must be assigned a place in the hierarchy of the entire website's content. This field designates what your page's "parent" page is - either select your department as a parent, or a subpage (or "child") of your department that you want your page underneath Web File Manager (WebFM ) In order to make text that links to a downloadable file, you must upload that file into the Drupal database via Drupal's Web File Manager, otherwise known as WebFM. To start, 1. Click on "Web File Manager" located in the left-hand toolbar 2. You will be shown the collection of folders located in the database. Click on the department or group you work for. 3.

4 4. The list of all the files that your department or group has claim over is shown. To view options for an individual file, simply right-click on it. You can delete, rename, view, or download the file. 5. To upload a file into your department or group's folder, scroll to the bottom of the page and click on "File Upload" to open its sub-menu 6. Click on "Browse" and locate and select your file, then click "Upload" o Make sure the file you're uploading has a clear, informative name. Not only will others in your department or group need to easily distinguish what is contained in your file, but also people using the website publicly shouldn't have to wonder later what exactly the file they downloaded from your page is Bad File Name Example: P&B_notesRev --'d_11[1] pdf Good File Name Example: Health Sciences Planning and Budget Nov pdf Creating Page Links to Downloadable Files or Other Pages In Drupal, you can make text that links to a downloadable file located in WebFM, or you can make text that links to another page altogether. Using Insert/Edit Link Tool for Files 1. Type the text you want to become a "clickable" link in the white body area of the TinyMC Editor o It is a good practice to make your "clickable" text the name of the file it's linking to (without the file type) so that anybody will know what exactly they are downloading when they click that link via your text. Using "Click Here" as your text means that your link could direct the person to anything, which simply isn't a safe web-browsing practice. 2. Next, look up the node number from the METADATA of your file in WebFM and copy it down o Example: "5416" in the folder 3. In the TinyMC editor, click on the "insert/edit link" tool

5 4. Type in the location of the file using the following format: o /webfm_send/nodenumber o 5. Click "Update" You also have the option of making your link open in the same window or a new window - choose whichever you prefer. Keep in mind Incorrect: /webfm_send/folder/test.txt Correct: /webfm_send/5416 Using HTML for Files 1. Look up the name of your file in WebFM and copy it down o Example: "test.txt" in the root folder 2. In the TinyMC editor, click on the "HTML" button. A new window will pop up. 3. Insert the following HTML code (without the carriage returns) where you'd like your link to your downloadable file: <a href="/webfm_send/nodenumber">text you want to display on the page for this file</a> Using Insert/Edit Link Tool for Pages If you simply want to make text that links to another page within the website: 1. Type the text you want to become a "clickable" link in the white body area of the TinyMC Editor 2. In the TinyMC editor, click on the "insert/edit link" tool ( ) 3. Type the web address (or "path") of the page you want to link to o If you wish to link to a page within the School of Medicine website, type the web address MINUS the root of the path - in other words, chop off " and put the remainder

6 o You also have the option of making your link open in the same window or a new window - choose whichever you prefer 4. Click "Update" Embedding Images Images are yet another fundamental component of webpages. To add an image to your page, you must first add it into Drupal. Adding an image to Drupal is just the same as adding files to the WebFM, the only difference is that you will use an image box and not a link to text in the TinyMC editor. Here is the icon for the image embedder: Here is where to put the image url: You can also specify images not hosted on our server simply by putting the url to the server image in the image properties (for example):

7 Logging Out Once you have finished your work session, click "Log Out" located in the left-hand toolbar to exit the Drupal interface and become a public visitor on the SOM front page. Content Pages Section of Left Toolbar This section contains all the different categories/departments/group of hierarchies of pages. To navigate amongst them: 1. Click on a department name. You will see the front page for that group. 2. The 1st level parent pages will appear under the department name. Click on any of them to view those pages. o If there is an arrow left of the page name in the menu toolbar, clicking on the page name will drop down a list of its children pages. o If there is only a circular dot, that page has no children pages. 3. You are able to descend down the page trees of departments by continuing to click parent pages to reveal their respective children pages.

8 Advanced Drupal Securing Content behind Single Sign-on Pages (nodes) can be secured behind single sign on, meaning that you will need a business account in order to get to that page. These take a little programming behind the scenes so if this is something you would like on your site then please let me know. Uploaded file permissions All you have to do is create a new page or use an existing one you have editing privileges on ( And then you can create links to the documents you stored in the Web File Manager ( Be sure to apply file permissions for any file you upload to our server using the Web File Manager. To do this simply upload a file to the server, then use your right mouse button on the file and you will get a menu shown below: Notice the setting to allow public access, role view/download, role attach, and role full access. Below are what these terms mean for your stored files: Role View Access -- File is viewable/downloadable in the file browser by your role and those that also have your role. Role Full Access -- Roles that can access this file via the file browser have the same access rights as the file owner except for the right to change the file permissions. Role Attach Access -- Roles that can access this file via the file browser have the right to attach it to content. Public Access -- File is downloadable anonymously via webfm_send.

9 Notes: 1. How to find BADG s online help pages: a. BADG offers many pages of documentation to get you started on creating Drupal pages and content. i. Thank you for attending! Please let me know if you have any questions. My Contact Information: Paul Roesler Business Application Development Group proesler@ucsd.edu x23804

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