Drupal User Guide

Drupal Getting Started User Guide

Start here to learn what you can do with the Drupal CMS! The Getting Started User Guide includes the basics for getting you up and running fast. Learn how to add new pages, menu items, upload images and files, create and administer users, create links and work with blocks.

Conventions Used in this Guide

Conventions Used in this Guide


IMPORTANT!

The text associated with this symbol is important. Read it carefully.


  1. We use 'screenshots' throughout the guide with targeted items circled in red
  2. The Administration Menu navigation will be formatted the following way:

    "On the Administration Menu that runs across the top of the page, select User Management → Users → List."

Getting Additional Help

If you need additional help with any instructions in this guide, please search the Drupal How to forum, or post your question at: http://www.gingerfeet.net/help/forums.

Don't forget! If you have a question it is likely that others do too. By posting your questions to the forum we all share in - and benefit from - the learning.

License

GingerFeet uses the GNU Free Documentation License (See http://www.gnu.org/licenses/fdl.html).

Login & Password

Getting Started with your Login

Logging in to your Drupal Account

In order to administer your website you MUST be logged into your Drupal account. If you are not logged in, you will not have access to any of the administration functions.

To login:

  1. Navigate to your website. If a login is not available from your home page, this is a very reliable way to get to your login screen:
  2. a) From within your web browser (Firefox, Internet Explorer, Safari, etc.), enter http://www.yourwebsite.org/user in the address bar of your Browser.

    b) Press the Enter key on your keyboard. You will see the Drupal User Account Login Screen for your website.

  3. Enter your Username and Password.
  4. Click the Login button (or press Enter on your keyboard).

You are now logged into your site as a User with the Administrative Rights.

From here, you can add and edit content, add items to your navigation menu, view lists of the content on your site, and access CiviCRM. (This User Guide does not address CiviCRM functionality. For help with CiviCRM, please refer to the GingerFeet Getting Started User Guide: CiviCRM.)

Drupal Passwords

Drupal Passwords

Password Requirements

In today's world, internet security is an immensely important factor. GingerFeet takes the security of it's subscribers data very seriously. To that end, we require:

  1. Password Specifications: Passwords must contain 1 number, 1 capital letter, 1 special character and be at least 10 characters long.
    Example: q3spebRa$H
  2. Regular Password Updating: It's a good idea to change your password occasionally, usually every six months.

Changing Your Password

Periodically, it is best practice to change your password for security purposes. To change your password:

  1. Login to your account.
  2. Select the Edit tab/link.
  3. The account information block opens with Username and Email address filled in.
  4. Go to Password (your current password is not visible).
  5. Type in your New Password.
  6. Type it again in the Confirm Password field.
  7. In a secure location, make a note of your changed password.
  8. Scroll to the bottom of the page.
  9. Click the Save button to save your changes.

User Account Page

Finding a Forgotten Password

On the login page, click "Request New Password". An email will be sent to you with a link that will allow you to log in. This is a one-time only link. You will be directed to your account page, where you'll be able to change your password.


I'm the Administrator. How Do I Reset Another User's Password?

If you are the administrator, you will have the ability to reset passwords for your users.

  1. On the Administration Menu that runs across the top of the page, select User Management → Users → List.
  2. Click the Edit link for the user whose password needs to be reset.
  3. Type the new password in the Password field.
  4. Re-type the new password in the Confirm Password field.
  5. Scroll to the bottom of the page.
  6. Click the Save button to save the new password.

Adminstration Menu Dropdown

The emails sent to the user for password retrieval can be customized as part of the system configuration located at http://www.yourwebsite.org/admin/settings/user.

Adding Users and Assigning Roles

Adding Users & Assigning Roles

Adding Users & Assigning Roles

Add users manually rather than allow them to create their own accounts.

  1. From the Administration Menu across the top of your screen, select User Management → Users → Add User. The Create User page opens.
  2. Type a username in the Username field. It may be best to use first initial and last name, but be aware of common first initial/last name combinations. Drupal does not allow duplicate usernames.
  3. Type in the users email address. They will be sent a verification email.
  4. Type in a password. There are requirements regarding passwords. Read about password requirements.
  5. Choose a role for your user. Gingerfeet has created eight user roles with varying permissions and most are self explanatory, but you may want to read more about Roles. You only need to assign ONE role to a user and never assign anyone the GF ADMIN role. This role is a super user role and has serious security implications associated with it.
  6. Click the checkbox Notify user of new account
  7. You can also fill out the contact information at the bottom of the page. This information will automatically create a contact record in CiviCRM.
  8. Click the Create New Account button.

Create a New User Manually

Note: If you want to allow users to create their own accounts be sure that administrative approval is required. From the Administration Menu across the top of your screen, select User Management → User Settings and choose Visitors can create accounts but administrator approval is required. Scroll down to the end of the page and click Save Configuration.

Created User Needs Admin Approval

Site Administration: Nodes & Administration Menu

Site Administration: Nodes & Administration Menu

What is a Node?

Occasionally within Drupal you will see the term “node.” While Frankenstein may have nodes on the sides of his neck, this is not how Drupal defines them.

In Drupal, nodes are basically the bits and pieces of information contained on your website. Each piece of information is associated with a type of content such as a Page, Story, Blog Entry, Forum, or Poll—to name a few—with Page being the most common. If you hear the word “node,” don't be afraid. Just think “piece of information” and know that each time you create a Page or Blog Entry or Poll, you create a node.

The Administration Menu

Much of the administration of your website will be done through the Administration Menu. This menu is where you will go to add new pages, new users, delete menu items, and handle general maintenance/configuration tasks.

Administration Menu

The Administration Menu is available whenever you login to your website. To access the Administration Menu:

  1. Login to your account. The Administration Menu now appears at the top of your page.
  2. Review the Administration Menu Categories. Common activities (like edit content, create new pages, add items to your navigation menu, view lists of the content on your site) are in the drop-down menus under Content Management and Site Building.
  3. Place your cursor on a Drop-Down Menu Category to see what is listed in that category. Depending on the menu, more options may open to the right as you mouse down over the list.
  4. Select an item by moving your mouse onto your choice and clicking with the left mouse button.

View a List of All Your Content

You can view a complete list of items on your site from the List page.

  1. In the Administration Menu across the top of your page, select Content Management → Content → List.
  2. The page opens with a list of all your site content. From here you can select items to edit or unpublish, and locate items you misplaced.

A List of Drupal Content

Note: There is also a Content Management Filter that allows you to filter your content in many different ways that we have found to be quite useful. To access it, go to Content Management → Content Management Filter.

Finding a Lost Page or Other Item

If you think you've lost a page, node, or item, you can find it by opening the Content Management Filter (mentioned above).

  1. In the Administration Menu across the top of your page, select Content Management → Content Management Filter. The page opens with a list of all your site content and several ways to filter, including status (published or not published), node type (page, story, blog, etc.) page title and creation date. You can also sort your pages by title, node type, author, etc., if you wish. This will help make it much easier to find a particular page. If the item you are looking for does not appear using the filter, it has most likely been deleted.

Content Management Filter

Site Administration: Drupal Nodes

Site Administration: Drupal Nodes

Remove a Page or Node

There are two ways to remove a page from view. You can either unpublish a page or node so that it is archived for future use, or delete a page or node for permanent removal.


IMPORTANT!

Always disable items first! Only delete when you are certain you want to delete.


Unpublish (disable) a Page or Node

Unpublished pages or nodes are not deleted. They are just not available for public view. This means you can temporarily remove pages or nodes without the need to delete and then enable them if you'd like to add them back.

To unpublish a Page or Node:

  1. In the Administration Menu across the top of your screen, select Content Management → Content → List. The page now shows a list of all your site content. Next to each page or node, there is a checkbox under the Title heading
  2. Click the checkbox next to the page or node you wish to unpublish. Directly above your site content is an Update options drop-down menu.
  3. From the drop-down menu, choose Unpublish.
  4. Click the Update button to save your changes. This will temporarily disable your page or node.

Publish or Unpublish a Page

Delete a Page or Node

To delete a Page or Node:

  1. In the Administration Menu across the top of your screen, select Content Management → Content → List.
  2. The page now shows a list of all your site content. Next to each page or node, there is a checkbox under the Title heading.
  3. Click the checkbox next to the page or node you wish to unpublish.
  4. Directly above your site content is an Update options drop-down menu.
  5. From the drop-down menu, choose Delete.
  6. Click the Update button.
  7. When requested to confirm deletion, click the Delete button again.
  8. The page or node has now been deleted.
  9. Verify that the page has been removed from the website.

IMPORTANT!

This action will permanently delete the Page or Node. You cannot recover deleted work.


Change the Site Design (Default Theme)

  1. In the Administration Menu across the top of your screen, select Site Building → Themes → List.
  2. The page now displays a list of all available themes with thumbnails.

    There are six columns labeled: Screenshot, Name, Version, Enabled, Default, and Operations.

  3. In the Enabled column:
    1. Uncheck the check box for your current theme.
    2. Check the check box for the new theme you want to use.
  4. In the Default column:
    1. Click the radio button to select the new theme as your default theme.
  5. Scroll to the bottom of the page.
  6. Click the Save Configuration button to save your changes.

Note: Depending on your theme configuration, some elements such as certain blocks may not be enabled and your menu areas may differ from the new theme. This is usually rectified by ordering site blocks to either your liking or that of the new theme. Please see Section 8, Working with Blocks.

Working with Content: Create, Add, Delete

Working with Content: Create, Add, Delete

Create a New Page and Add it to a Menu

  1. In the Administration Menu across the top of your screen, select Content Management → Create Content → Page. The page now displays the Create Page form.
  2. Type the title for the new page in the Title field.
  3. Find Menu Settings under the Title Bar. This is a box with setting options, but it is collapsed by default.
  4. Click Menu Settings to expand the box and view the options.
  5. Type the name you want displayed on the menu in the Menu Link Title field. What you type in this field will be what appears on the menu.
  6. In the Parent Item bar below, use the drop-down menu to select the menu (Navigation, Primary Links, Secondary Links) and level for your new menu item. If you select Navigation, it will display at the main level of site navigation links. If you want it under one of the existing topics, select that topic from the drop-down menu.
  7. Fill in the box under Weight. Numbers with a negative sign in front (-10) will float up toward the top of your menu list. Numbers with a positive sign in front (+10) will drop-down toward the bottom of your menu list. If you want to over-ride the alphabetical order of menu items, set the Weight by using the drop-down arrow and choosing a new setting.
  8. Under Metatags, click the drop-down menu to open the box.
  9. Type in keywords that describe your content in the Keywords box. NOTE: These are words people might use when using a search engine like Google to find your site.
  10. Under Description, fill in a short description of your page. NOTE: To optimize your site for search engines, make sure your keywords are part of your description.
  11. Under URL path settings, fill in the title of your page. If your new page is an element you are listing under an existing page, list the parent item followed by a slash and then the name of your page. (Example: Your Main page/Parent item might be Books and now you add a Sub item/sub category of Romance. Your URL path setting: books/romance).
  12. In the Body field enter your new page content. For assistance using the text editor, see What's a WYSIWIG Text Editor?
  13. Click the Preview button to view your changes.
  14. Check that the page displays correctly.
  15. Scroll to the bottom of the page.
  16. Click the Save button to save your new page.

Create a New Page and Add It To The Menu

Add, Edit or Delete Content

  1. Navigate to the page you wish to edit. You'll see two links at the top of the page: View & Edit.
  2. Click on Edit. The page now opens in edit mode.
  3. In the Body field, make changes to your content.
  4. Click the Preview button to view your changes.
  5. Check that the page displays correctly.
  6. If you are finished making changes, scroll to the bottom of the page and click the Save button to save your changes and return to the page in View mode.
  7. If you want to continue editing without returning to View mode, scroll to the bottom of the page and click the Save & Edit button to save your changes and continue working.

The View and Edit Buttons at the Top of a Page

Working with Content: Editing Tools

Working with Content: Editing Tools

What's a WYSIWYG Editor?

GingerFeet uses a WYSIWYG (What You See Is What You Get) text editor called CKEditor. When your page is in Edit mode, the WYSIWYG editor is available in the Body field. This editor allows you to edit your page or item with the same type of toolbar buttons you are familiar with in other word processing applications.

The WYSIWYG CK Editor and Button Description

Cut, Copy, and Paste Text in the Body Field

While in Edit mode for a page or item, in the Body field:

To cut:

Highlight the text or image you wish to cut and click the Cut icon, or use the keyboard shortcut:

    On a Windows PC: Ctrl+X
  • On a MAC: Cmd+X

To copy:

Highlight the text or image you wish to copy and click the Copy icon, or use the keyboard shortcut:

  • On a Windows PC: Ctrl+C
  • On a MAC: Cmd+C

To paste:

Place the cursor in the content area to place the copied information and click the Paste icon, or use the keyboard shortcut:

  • On a Windows PC: Ctrl+V
  • On a MAC: Cmd+V

IMPORTANT!

If you are pasting text from your current website or from an application like Microsoft Word, it is important to use the Paste As Plain Text or Paste from Word feature on your CKEditor. Websites and text editing applications add formatting that may make your site content look wonky! This feature eliminates that formatting and lets your theme do it's work. They are the second and third Paste commands from the left. If you have a mound of text to paste into a page, you can also use the Remove Formatting feature on your CKEditor. On CKEditor, it is located in the top row, fifth section, second button from the left. Paste your text, then select all of it and click on Remove Formatting.


Change the Title of a Page

  1. Navigate to the page you wish to edit. You'll see two links at the top of the page: View & Edit.
  2. Click on the Edit link. The page now opens in Edit mode.
  3. In the Title field (with red asterisk), type in your new title.
  4. This will modify the title on the page.

  5. In the Menu Link Title field, type in the same new title to match.
  6. This will modify the title on the menu.

  7. Scroll to the bottom of the page.
  8. Click the Save button to save your changes.

Turn On and Off (Publish/Unpublish) GingerFeet Pre-Built Pages

There are approximately 75 pre-built pages with your GingerFeet subscription. You can turn these pages on and off at your discretion by Publishing and Unpublishing them.


IMPORTANT!

We recommend that you do not delete pages. By enabling or disabling, pages continue to be available for future use.


Working with Content- Publish/Unpublish

Working with Content- Publish/Unpublish

Publish Content

To Publish your content:

  1. In the Administration Menu across the top of your page, choose Content Management → Content Management Filter. The page now shows a list of all your site content.
  2. Click the Title heading. This will sort your content in alphabetical order and make it easier to find your page.
  3. Next to each page or node, there is a checkbox under the Title heading.
  4. Click the checkbox next to the page or node you wish to publish.
  5. Directly above your site content is an Update options drop-down menu.
  6. From the drop-down menu, choose Publish (the default).
  7. Click the Update button.
    • Published: This determines if site visitors can see this content.
    • Promoted to front page: This will post the content to the front page of your site.
    • Make Sticky: If checked, this item will stick to the top of the list.

Publish or Unpublish a Page or Node


IMPORTANT!

If unpublished, the content will not appear!


Unpublish Content

Using the Publish options you are able to work on page content and leave it unpublished to prevent the public from seeing it. You can also unpublish a completed page in order to keep it for later use (archive it) instead of deleting it.


IMPORTANT!

Deleting an item is a permanent action. You cannot recover deleted work.


To Unpublish a page or node:

  1. In the Administration Menu across the top of your page, choose Content Management → Content Management Filter. The page now shows a list of all your site content.
  2. Click the Title heading. This will sort your content in alphabetical order and make it easier to find your page.
  3. Next to each page or node, there is a checkbox under the Title heading.
  4. Click the checkbox next to the page or node you wish to unpublish.
  5. Directly above your site content is an Update options drop-down menu.
  6. From the drop-down menu, choose Unpublish.
  7. Click the Update button.

Your page is no longer viewable by your visitors.

You can publish it again anytime by following the steps under Publish Content.

Find & Publish an Item That Has Not Been Published

  1. In the Administration Menu across the top of your page, choose Content Management → Content Management Filter.
  2. Choose to filter your content by Node Status and choose Unpublished from the dropdown list.
  3. Click the Filter button. Only unpublished pages will be listed.
  4. Follow Steps 3-7 from the Publish or Unpublish sections above.

Content Management Filter

Working in Two Windows or Tabs

Working in Two Windows or Tabs

Working with Two Windows or Tabs for Ease of Editing

Quite often you'll want to work with two windows or two tabs open at the same time so that you can edit and save your content in one window and preview the changes in another.

Likewise, you may want to work on two areas of your site at the same time. For example, you might want to upload an image to your File Upload page while working on your Home page. These instructions may vary slightly depending on the browser you are using.

Work in two windows at the same time

  1. Login to your website.
  2. Navigate to the first area of your site that you want to work with.
  3. In Firefox, Internet Explorer, use the keyboard shortcut:
    1. On a Windows PC: Ctrl-N
    2. On a MAC: Cmd-N

    Another browser window will now be open.

  4. Navigate to the next area of your site that you want to work with.
  5. NOTE: You will not have to login to your site for the second window. You browser will recognize that you are currently logged in.

Work in two tabs at the same time

  1. Login to your website.
  2. Navigate to the first area of your site that you want to work with.
  3. In Firefox, Internet Explorer, use the keyboard shortcut:
    1. On a Windows PC: Ctrl-T
    2. On a MAC: Cmd-T

    Another tab will now be open in your current browser window.

  4. Navigate to the next area of your site that you want to work with.
  5. NOTE: You will not have to login to your site for the second tab. You browser will recognize that you are currently logged in.

Working with Images, PDFs and Other Files: Store, Upload, Add

Working with Images, PDFs and Other Files: Store, Upload, Add

Uploading a File

  1. Within Edit mode on a page, scroll down to your WYSIWYG editor, which is located above the Body field.
  2. Click the IMCE button. It is the first button from the right in the second row.
  3. The IMCE dialog box opens. From this dialog, you will see a listing of files on the right, a directory structure on the left and a toolbar at the top.
  4. If you are uploading an image, click on the Images folder. If you're uploading a PDF, Word or Excel document, click on the Files folder. This will keep your files organized.
  5. From the toolbar at the top click Upload. Another little dialog appears.
  6. Click Browse , navigate to the file you wish to upload, and either double-click it or select it and click Open.
  7. Click the Upload button on the little dialog. Your file will now appear in the list on the right.

IMPORTANT!

The maximum file size for uploading an attachment is 2 MB. Only files with the following file extensions may be uploaded: jpg jpeg gif png txt doc docx xls pdf ppt pps odt ods odp.

NOTE: It is advisable to develop a naming convention for your files and make sure there are no spaces between words. Use a hyphen or underscore to separate words.


The IMCE Dialog Box

Adding an Image or File (PDF, etc.) to your Content

  1. Follow Steps 1-7 above if you need to upload your file. Before closing the IMCE dialog box, select your image or file from the list on the right (be sure and choose the correct folder on the left!) and click the Insert File button on the toolbar at the top.

Note: Make sure your cursor is placed correctly within the Body field before inserting an image or file. Wherever it is located within your editing window is where the file will be placed and it can be difficult to maneuver it around.

Working with Images and Other Files: Positioning and Sizing

Working with Images and Other Files: Positioning and Sizing

Resize An Image

  1. While in the IMCE dialog box (please see Section 5, Working with Images - Upload a File) select the image you wish to resize from the list on the right.
  2. Click the Resize button on the toolbar at the top. The Resize feature of IMCE will maintain the aspect ratio of your image (width to height ratio) and will allow you to create a new image if you wish.
  3. Type in a width for your image. When you tab over to height, it will automatically fill in this field.
  4. If you want to create a new image, click the checkbox next to Create a new image.
  5. Click the Resize button.

IMCE Resize Dialog

Note:If you choose to create a new image, IMCE will maintain the name and append it with a number starting with zero.

Positioning an Image

You can position an image within your content.

  1. While in Edit mode for your content, click on the image in the Body field.
  2. Click the Image button on the WYSIWYG toolbar. It is the first button in the first row, sixth section.
  3. From the Image Info tab (default) choose Left or Right from the Align dropdown at the bottom of the tab.
  4. Click the OK button.
  5. Scroll to the bottom of the page.
  6. Click the Save button to save your changes.

NOTE: Aligning to the left or the right will “float” the image beside the copy.

Add Space Around or a Border to an Image

  1. Follow Steps 1-3 from above.
  2. Enter a number (often 1 or 2 ) in the Border field to add a border to the image.
  3. Enter a number (often 5-10) for Horizontal Space in the HSpace field.
  4. Enter a number (often 5-10) for Vertical Space in the VSpace field.
  5. Click the OK button to save your changes.
  6. Scroll to the bottom of the page.
  7. Click the Save button to save your changes.

The Image Editor Dialog Box

Remove an Image

  1. While in Edit mode for your content, click on the image in the Body field.
  2. Press the Delete key on your keyboard.
    The image is now removed.
  3. Scroll to the bottom of the page.
  4. Click the Save button to save your changes.

Add Your Affiliate Name to the Header

You can customize the header of your theme to include your affiliate name that can be read by search engines.

  1. In the Administration Menu across the top of your screen, select Site Configuration → Site Information.
  2. In the Name box, type in your Affiliate Name.
  3. Click the Save Configuration button at the bottom of the page to save your changes.

Note: Some themes do not allow for long affiliate names. So adding your affiliate name through an image is the only option.

Working with Hyperlinks - Create, Modify, Remove & Upload

Working with Hyperlinks- Create, Modify, Remove & Upload

Create a Link (Hyperlink) Using Text or an Image

The WYSYWIG text editor helps you create links to pages within your website or to external websites.
To create a hyperlink:

  1. While in Edit mode for your content, scroll down to the Body field.
  2. Highlight the text or select the image you want to use as a link.
  3. Click the Link button from your WYSIWYG editor. It is the fourth button from the right, second row, seventh section. A window will popup displaying options for your link.
  4. Enter the appropriate information in each field.
    • Link URL: Enter the internal “/about-us” or external http://www.yourwebsite.org/ link URL in the Link URL field (if you wish to create a link to a page on your website (internal link) the Link URL is the name of the page proceeded by a forward slash: /about-us)
    • Target (optional): If you want the link to appear in a new window, click the Target tab and set the dropdown to "New Window (_blank)"
    • Title (optional): Click the Advanced tab and enter the text in the Advisory Title
  5. Click OK to add the hyperlink to your content.
  6. Scroll down to the end of the page and click the Save button to save your changes.

The Link Dialog Box

Modify an Existing Hyperlink

  1. While in Edit mode for your content, select the link and click on the Link button from the WYSIWYG editior.
  2. Make your changes and click the OK button.
  3. Scroll down to the end of the page and click the Save button to save your changes.

Remove a Link from Text

  1. While in Edit mode for your content, highlight the text that is linked.
  2. Click on the Unlink button on your WYSIWYG editor. It is the third button from the right, second row, seventh section.
  3. The link will automatically be removed.
  4. Scroll down to the end of the page and click the Save button to save your changes.

Working with Menus

Working with Menus

What is a Menu and How Do They Work in Drupal?

Website visitors use menus as a way to navigate and find what they are looking for on your site. Menus are most often located in the header, footer, left sidebar, or right side bar. You add menu items to give users access to a) the pages you build – highlighting and linking to information on your site, or b) external websites.

There are three menus you will work with in GingerFeet: Navigation, Primary Links, Secondary Links. Depending on the GingerFeet theme you have chosen, you will have at least Navigation and Primary Links.

Where menus reside on your website is determined by your theme or by you, but generally, the Navigation menu resides in the left or right sidebar, the Primary Links menu resides horizontally across the top and the Secondary Links usually drop-down underneath the Primary Links or are located in the left or right sidebar.

Add a Menu Item to Your Menu Structure

There may be times when you add a page that you want to add to the menu structure at a later time. You can add a menu item at any time through the Administration Menu.

To add a Menu Item to your menu:

  1. In the Administration Menu across the top of your screen, select Site Building → Menus → List Menus.
  2. The following Menu categories will show:
    • Navigation
    • Primary Links
    • Secondary Links
  3. Click to select the category you want.
  4. A list will open showing all the Menu Items in that category.
  5. Click the Add Item button.
  6. A new menu item form will display.
  7. Enter the menu item details.
  8. a. External links: To link to another website, enter the full URL of the external web page, for example http://www.abc.net.au.
    b. Internal links: To link to a node or another page on your Drupal website, insert a “relative” link.  For example: node/569 or contact-us. Not http://www.yourwebsite.org/node/569or http://www.yourwebsite.org/contact-us
  9. Scroll to the bottom of the page.
  10. Click the Submit button to save changes. The new Menu Item now displays in your menu.

Edit a Menu Item in Your Menu Structure

To edit a Menu Item:

  1. In the Administration Menu across the top of your screen, select Site Building → Menus → List Menus.
  2. The following Menu categories will show:
    • Navigation
    • Primary Links
    • Secondary Links
  3. Click to select the category you want.
  4. A list will open showing all the Menu Items in that category.
  5. Click the Edit link to the right of the menu listing.
  6. Edit the text in the Menu Link Title field.
  7. Scroll to the bottom of the page.
  8. Click the Submit button to save changes. The edited Menu Item now displays in your menu.

Move a Menu Item From One Menu to Another

 

nav_dropdown.png

 

Numbers with a negative sign in front (-10) will float up toward the top of your menu list. Numbers with a positive sign in front (+10) will drop-down toward the bottom of your menu list. If you want to over-ride the alphabetical order of menu items, set the Weight by using the drop-down arrow and choosing a new setting.

Move Menu Items Within Same Menu

To move a menu item from one place in a menu to another:

  1. In the Administration Menu across the top of your screen, select Site Building → Menus → List Menus.
  2. Depending on the menu item, click either Primary Links or Secondary Links
  3. On the left-hand side of the menu item there is a four-pointed arrow
  4. Left click and drag the menu item to the desired placement
  5. Scroll down and click the Save Configuration button

reorder_menu_item.png

Remove a Menu Item

There are two ways to remove a menu item from view. You can either disable a menu item so that it is archived for future use, or delete a menu item for permanent removal.


IMPORTANT!

Always disable items first! Only delete when you are certain you want to delete.


 

Disable a Menu Item

Disabled menu items are not deleted. They are just not available on the menu for public view. This means you can temporarily remove menu items without the need to delete and then enable an item if you want it to return.

To disable a Menu Item from your menu:

  1. In the Administration Menu across the top of your screen, select Site Building → Menus → List Menus.
  2. The following Menu categories will show:
    • Navigation
    • Primary Links
    • Secondary Links
  3. Click to select the category you want. A list will open showing all the Menu Items in that category.
  4. Uncheck the check box in the Enabled column.
  5. Scroll down to the page bottom of the page.
  6. Click the Save Configuration button to save your changes. This will temporarily disable your item.

Enabling/Disabling Menu Items

Delete a Menu Item

Deleted menu items are irretrievable. Disable a menu item if you are not positive that you want to remove it completely.

  1. In the Administration Menu across the top your screen, select Site Building → Menus → List Menus.
  2. The following Menu categories will show:
    • Navigation
    • Primary Links
    • Secondary Links.
  3. Click to select the category you want. A list will open showing all the Menu Items in that category.
  4. Select Delete in the Operations column.
  5. Scroll down to the page bottom of the page.
  6. Click the Save Configuration button to save your changes.

IMPORTANT!

You cannot recover deleted work.


Working with Photo Galleries

Working with Photo Galleries

Photo galleries in Gingerfeet are created by what is called a "View" in Drupal. This functionality makes it easy for users to add and modify galleries and easily upload photos to it. They have their limitations, though. Galleries and individual photos added to them are added in descending order, meaning the last galleries/photos you add will appear first, and because the "view" is created dynamically, there is no way to upload many photos at once. You'll need to add them one-by-one. Keep this in mind when working with galleries.

Creating New Galleries and Adding Photos

  1. From the Administration Menu across the top of your screen, select Content Management → Create Content → Gallery.
  2. Give your gallery a name such as June Work Party or July Golf Tournament.
  3. Add a description of this gallery if you'd like.
  4. Under URL Path Settings, type a name for your gallery. A teaser of your gallery is presented on the main gallery list, so to keep a consistent naming convention, Gingerfeet recommends you set a URL Path of
    gallery-list/the_name_of_your_gallery. This creates consistency for your users and search engines. Be sure to use underscores to separate words in your gallery names.
  5. Click the Save button at the bottom of the page. Your gallery (or album) has been created.
  6. Click the Add Photo link.
  7. Give your image a title (mandatory) and description (optional).
  8. Click the Browse button and navigate to an image on your local desktop. Be sure that the name of your file (image) does not contain spaces or special characters. The system will not allow these images to appear. If you upload photos and they don't appear, check your file name. Use underscores ( _ ) only to separate words in file names. Remember, there is also a limitation on file size: 2MB. Any image greater than 2MB, will be rejected.
  9. Click the Upload button to upload your image. Your images will automatically be sized for your galleries.
  10. Give your image a name if you wish under URL Path Settings and click the Save button. Giving your images a name will help you to identify them later. Gingerfeet recommends a consistent naming convention such as
    gallery-list/the_name_of_your_gallery/name_of_your_image.

Naming Convention for Photo Galleries

Add Photo Link

Modifing an Existing Gallery

Gingerfeet has created a sample gallery for you. You may use this sample gallery by modifying the gallery title, description and URL Path Setting, deleting the sample photos we've added and adding your own photos to it.

Find and Delete Sample Photos

  1. From the Administration Menu across the top of your screen, select Content Management → Content Management Filter.
  2. Click the radio button Node Type. This will allow you to narrow your search to only the Image node type.
  3. Choose Image from the dropdown field next to Node Type.
  4. Click the Filter button. The list will return only Image node types.
  5. Click the checkbox next to any sample images.
  6. From the Update Options dropdown, choose Delete.
  7. Click the Update button. Please make sure you have chosen the correct images to delete. This action cannot be undone.

Modify the Gallery Title, Description and URL Path Setting

  1. From the Secondary Links click Photos. Secondary Links are usually located in either the left or right sidebar on your pages.
  2. Click the gallery title, usually Album One.
  3. Click the Edit button on the page. You can then modify the Title, Description and URL Path Setting as defined above in Creating New Galleries and Adding Photos.

Working with Rotating Banners

Working with Rotating Banners

Not all Gingerfeet themes have a rotating banner. If yours does, this is how to modify the images within them.

  1. From the Administration Menu across the top of your screen, select Content Management → Content Management Filter.
  2. Click the radio button Node Type. This will allow you to narrow your search to only the Banner node type.
  3. Choose Banner from the dropdown field next to Node Type if not already selected by default.
  4. Click the Filter button. The list will return only Banner node types.
  5. Rotating Banners in Gingerfeet are named sequentially based on their sort order. Click the Banner title you wish to modify (Rotating Banner 1, 2 or 3, usually).
  6. Click the Edit button on the Banner node (page).
  7. In Edit mode, you'll see thumbnails of your banner images, a field for inputting Alternate Text and a Remove button.
  8. Click the Remove button next to each image.
  9. Once the images are removed, the Remove button is replaced by a Browse and Upload button. Browse your local drive for each image and upload. Your images will be sized correctly automatically. Remember, there is a limitation on file size: 2MB. Any image greater than 2MB, will be rejected. Make sure your image file names do not contain any spaces or special characters.
  10. You may also type in Alternate Text for your image. This is good practice as it helps to make your images accessible to users with disabilities and a good way to include keywords for search engines.
  11. You may change the Sort Order by choosing a different value from the dropdown list, but remember the banners are named according to their sort order.
  12. Click the Save button.

Modify Existing Rotating Banners

Change the Sort Order on a Rotating Banner

Note: In the Derek theme, the rotating banners contain four (4) images each. In future themes, there may only be one image per banner. In that case, you'll only see one image thumbnail to replace.

Working With Email Accounts

GingerFeet Recommends Google Apps

GingerFeet recommends Google Apps for your email needs because

  1. Google Apps is available to 501(c)(3) organizations for free
  2. you can set up many (3,000) email address for your domain (john@example.com)
  3. it gives the ability to create and share calendars
  4. you can share documents easily across your organization
  5. it can be set up as the 'Return Channel' for CiviMail.

IMPORTANT!

Gingerfeet does not support Google Apps. Please use the excellent guides published by Google, or use the Google search engine to find answers.


Google Apps Resources

Working with Blocks

Working with Blocks

The word "block" like "node" is Drupal lingo. If node is another way to say "page" or "content", block in Drupal refers to "blocks" of content within a section or region. Your site is made up of many different sections. You have sections for your header, menus, footer and content. Most gingerfeet themes have left and right sidebar sections that contain elements like secondary menus and images or content that make the donate page easy to find.

All blocks in Drupal can be enabled or disabled, and reordered and moved within the same region or into other ones. Limits associated with moving blocks are usually due to the content more than anything else.

Enabling a Block

You can easily enable blocks that you want visible on your website.

  1. From the Administration Menu, choose: Site Building → Blocks → List → your theme name (usually something like Alisa, Benji or Carla).
  2. You'll see a listing of all your regions and the blocks listed within them.
  3. Scroll down to the Disabled section, find the block you want to enable.
  4. Select the region where you want the block to reside from the Region drop-down.
  5. Drupal will enable the block and move it to the appropriate list.
  6. Click the Save button to save your changes.

Disabling a Block

You can easily disable blocks that you do not want visible on your website.

  1. From the Administration Menu, choose: Site Building → Blocks → List → your theme name (usually something like Alisa, Benji or Carla).
  2. You'll see a listing of all your regions and the blocks listed within them.
  3. Scroll to the block you want to disable.
  4. Select from the Region drop-down.
  5. Drupal will disable the block and move it to the Disabled section at the bottom of the page.
  6. Click the Save button to save your changes.

Reordering Content Blocks Within the Same Region

Move a content block above or below another in the same region.

  1. From the Administration Menu, choose: Site Building → Blocks → List → your theme name (usually something like Alisa, Benji or Carla).
  2. You'll see a listing of all your regions and the blocks listed within them.
  3. Position your mouse over the four-pointed arrow next to the block you wish to move. A screen tip pops up that reads "Drag to re-order".
  4. Left-click and drag the content to the desired position.
  5. Scroll down to the bottom of the page and click the Save Blocks button.

Reorder Content in Block with Drag & Drop

Moving a Block to Another Region

Although you can click and drag blocks to another region in the same manner as above, it is sometimes easier to position a block in another region by choosing it from the Region dropdown field to the right of the content blocks.

  1. Follow Steps 1-2 above.
  2. From the Region dropdown field to the right of the content, choose the desired block.
  3. Scroll down to the bottom of the page and click the Save Blocks button.

Reorder Content in Block with Drag & Drop