Drupal 7 (DCRS) Basics

 

 

 

 

 

 

 

 

If you don't see the answer to your Drupal 7 question here or need site editor training, you can send your query to Web.Support@dartmouth.edu or by submitting a ticket via the ITC Services Portal.

 

Logging in to the editor:

The URL to reach the sign-in authentication page may vary, but the structure is the same. Type the site (not page) address, then a single forward slash, then "saml_login" without quotations. Examples include:

  • Department of English: http://english.dartmouth.edu/saml_login
  • Department of Physics and Astronomy: http://physics.dartmouth.edu/saml_login

You will be asked for your NetID and password. If you have saved that information in your browser, you may be automatically logged in. You will then see a page that displays basic information about your account. If you are an approved editor of the site and have completed the Drupal training, you will see the Dartmouth Site Management menu and will be able to edit the site.

 

Adding/editing site content:

To edit existing content, in most cases you can go to to the page and Create Draft to begin the editing process. Other functions - downloading content (such as Articles, Profiles), accessing unpublished content or creating new pages, you need to use the Dartmouth Site Management menu.

 

How to create a new page:

  1. Login to the site (/saml_login).
  2. Go to “Dartmouth Site Management,”select “Menu”
  3. Select the “Top Level Menu Item” within which you want to page to appear.
  4. Populate the Page Title and Menu Title fields.
  5. Under "Default" you can choose the layout of the page (please note that the Default and Content w/Tout are the same). If you don't need to change this, the page will be created with the "Content w/Tout" layout.
  6. Create.
  7. After the page has been created, you can add content to it by clicking on Edit Page Draft.

 

How to update Menu titles:

  1. Login to the site (/saml_login).
  2. Go to “Dartmouth Site Management,”select “Menu”
  3. Select the “Top Level Menu Item” that contains the menu title that you wish to update.
  4. Locate the menu title  – in the column to the right, click on “edit menu title.” Note: This area is also where you can reorder menu links.
  5. Update the “Menu link title.” Note: This area is also where you can disable a menu link.
  6. Save.

 

Adding/editing a Slideshow:

  1. Login to the site (/saml_login).
  2. Navigate to the page.
  3. Create Draft.
  4. Under “Slideshow,” click on the “NEW” button to start.
  5. Add the Title for the Slideshow.
  6. Select “Slide – Image or “Slide – Video,” and click the “Add a new slide” button.
  7. Add a Slide Title and click on “Browse”
  8. If uploading the image for the first time, “Choose File” and upload your image. If using an image that has been previously uploaded – go to Library or My Files.
  9. If uploading the image from your computer – choose your file and click Upload. Once the upload is complete, click “Next” and add the Alt Text  for the image. Save.
  10. Add a caption, if desired. It is best to limit the caption to 1-2 sentences.
  11. Scroll down and click Continue. 
  12. “Save This Page Draft” and “Publish This Page Draft.”

*To edit an existing Slideshow, repeat steps 1-3. Locate the Slideshow and click on the pencil icon.

 

Adding/editing Content Chunks:

  1. Login to the site (/saml_login).
  2. Navigate to the page.
  3. Create Draft.
  4. Under “Content Chunk,” click on:
    1. “NEW” to start a new content chunk.
    2. “EXISTING” to insert an existing (already created/downloaded on the site) content onto the page.
    3. “DOWNLOAD” to download and insert content from another Dartmouth (DCRS) site onto the page.
  5. If creating a “NEW” content chunk:
    1. Add the “Header,” this will appear as the section title, once the chunk is saved.
    2. If using the collapse function, fill in the “Sub Head” and select “Is Expandable.”
    3. Add the content to the “Body.” If copy/pasting, Cntrl+Shift+V to past as plain text.
    4. If the content is meant to be shared, change “Shareable” to “Share.” Otherwise, it should be “Local.”
    5. Continue.
  6. “Save This Page Draft” and “Publish This Page Draft.”

*To edit an existing Content Chunk, repeat steps 1-3. Locate the chunk you want to edit and click on the pencil icon.
**To move an existing content chunk (if you have multiple content chunks on the page), click on the crossing arrows icon, hold and drag to reorder.

 

Adding/editing Promobox:

  1. Login to the site (/saml_login).
  2. Navigate to the page.
  3. Create Draft.
  4. Under “Promobox,” click on the “NEW” button to start.
  5. Add the Promobox Title, Subtitle (if needed).
  6. Add the destination URL.
  7. Under Image, click “Browse”
  8. If uploading the image for the first time, “Choose File” and upload your image. If using an image that has been previously uploaded – go to Library or My Files.
  9. If uploading the image from your computer – choose your file and click Upload. Once the upload is complete, click “Next” and add the Alt Text  for the image. Save.
  10. Add a caption, if desired. Keep it short.
  11. Continue. The Promobox shows on the page draft, but not on the live site.
  12. “Save This Page Draft” and “Publish This Page Draft.”

*To edit an existing Promobox, repeat steps 1-3. Locate the Promobox and click on the pencil icon.

 

Adding/editing Promo Slider:

  1. Login to the site (/saml_login).
  2. Navigate to the page.
  3. Create Draft.
  4. Under “Promo Slider,” click on the “NEW” button to start.
  5. Add the Administrative Title.
  6. Under “Links” add a Title and the destination URL.
  7. Repeat step 5 as needed.
  8. Continue. The Promo Slider shows on the page draft, but not on the live site.
  9. “Save This Page Draft” and “Publish This Page Draft.”

*To edit an existing Promo Slider, repeat steps 1-3. Locate the Promo Slider and click on the pencil icon.

 

How to upload a PDF/document:

  1. Login to the site (/saml_login).
  2. Navigate to the page.
  3. Create Draft.
  4. Edit an existing content chunk or create a new content chunk.
  5. Within the content chunk, place your cursor at the location where you want the document link to be added.
  6. Click on the “Add Media” button (located within the text editing tools).
  7. At this point, you can choose to upload a new document from your computer or choose one from the site’s library of previously uploaded files.
  8. If uploading from your computer.
    1. Click “Upload,” select the file and click “Next.”
    2. Add the desired “File Link Text” and Save.
  9. If selecting the file from the sites library, you will add the “File Link Text” and Submit.
  10. “Update Content Chunk.”
  11. “Save This Page Draft” and “Publish This Page Draft.”

 

How to upload a video:

  1. First, you need to upload the video to YouTube. After you've uploaded the video to YouTube, you should have a URL that looks something like this: https://www.youtube.com/watch?v=U4wmQwRK8cA.
  2. Login to the site (/saml_login).
  3. Navigate to the page.
  4. Create Draft.
  5. Edit an existing content chunk or create a new content chunk.
  6. Within the content chunk, place your cursor at the location where you want the video to be added.
  7. Click on the “Add Media” button (located within the text editing tools).
  8. Click on the "Web" tab and paste the YouTube URL into the "File URL or media resource" field. Click Next.
  9. “Update Content Chunk.”
  10. “Save This Page Draft” and “Publish This Page Draft.

 

How to create a new article:

  1. Login to the site (/saml_login).
  2. Go to “Dartmouth Site Management,” “Content,” select “Article.”
  3. Click on “Create Article.”
  4. Add the “Title” (and “Author” if applicable).
  5. Add the “Intro.”
  6. To add an image (to appear at the top of the article), click on “Add a new slide.”
    1. Add the “Slide Title.”
    2. Browse for the image.
      1. Upload from your computer.
      2. Select an image from the “Library” of images on the site.
      3.  Select an image from the “My Files” tab, the images your user has previously uploaded to the site.
    3. Add a “Caption” for the image, if applicable.
    4. Add a “Slide Link” if applicable.
    5. Create Slide.
  7. Add the “Summary.”
  8. Add the “Body” of the article.
  9. If using tags, add the appropriate tag.
  10. If the content is meant to be shared, change “Shareable” to “Share.” Otherwise, it should be “Local.”
  11. Save.

 

How to download an article:

  1. Login to the site (/saml_login).
  2. Go to “Dartmouth Site Management,” “Content,” select “Article.”
  3. Click on “Download Article.”
  4. Search for the title of the article you want to download.
  5. Click on “Download,” located in the column to the far right.
  6. Click on “Publish” to show the article on the site immediately, “Leave Unpublished” if you want to publish later.
  7. The article will appear on the News & Events page, with the latest published date at the top.
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