How-Tos - Advice for getting started with your site

Drupal 6 Basic Configuration

• You can add your own modules and themes by copying the installation files to your site home directory
• /net/tr23/drupal/sites/edu.your-site-name
• Go to Administer / User Management / User Settings
  • Select “Only Admins can create new user accounts”
  • Enable User Pictures
• Go to Administer / Site Building / Modules, and enable these modules
  • LDAP Authentication, Data and Groups
  • Administration Menu
  • FreeLinking (very wiki-like linking), WYSIWYG, and Search
• Use CAS authentication instructions below (you don't need TSO), or...activate GT Credentials with LDAP module (TSO must do this step)
• Go to Administer / User Management /Roles, create "Administrator" role and grant all permissions
• Go to Administer / User Management /Users, edit each to be admin user and grant Administrator role
• Go to Administer / User Management /Roles, select GTED group and grant only desired permissions
• Go to Administer / User Management / Permissions
  • Enable access to Administration Menu for all logins
  • Enable access to others (FreeLinking, WYSIWYG, Search) for all logins, enable search for anonymous + all logins
• Go to Administer / Site Building / Themes, Enable GT Theme, make it the default theme
• Go to Administer / Site Configuration / FreeLinking, make “Page” default for new content
• Go to Administer / Site Configuration / Input Format, enable “FreeLinking Filter”
• Go to Administer / Site Configuration / WYSIWYG, make “TinyMCE” the default

Make the Home Page

• Customize the Main / Home Page
  • Dynamic – Blog Style
  • Static– Basic group description only…Most CoC Research pages are this type
• Make a static home page node
  • Go to Create Content / Page and remember the node number (first page will be “node/1”)
  • Copy + Paste the main page text
• Go to Administer / Site Configuration / Site Information
  • Make “node/1” the front page
  • Add site Name and Slogan….we’re still working on logo support in the header.
• Go to another browser to simulate a site visitor
• Notice the user login block (should be invisible to visitors), and Admin Menu are viewable
  • Go to Administer / Site Building / Blocks / User Login, then set it to None
  • You can login later at http://research.cc.gatech.edu/your-site-name/user
  • Create a subtle login link later
  • Go to Administer / Site Building / Blocks
  • Set Navigation to None to hide the basic Drupal navigation menu
• For dynamic / blog style pages,
  • Go to Create Content / Page, copy + paste the main page text, promote it to the front page, make it sticky at top
  • Notice that only partial main page is displayed
  • Go to Administer / Post Settings, change “Length of Trimmed Posts” to “unlimited”
  • Re-save the front page article to let the new trimmed setting take affect (quirky)

Making Menus

• First, tell Drupal to place menus on the Support Column for Primary Navigation
  • Go to Administer / Site Building / Blocks
  • Set Primary Links to Support Column for Primary Navigation
• Next, make base landing pages for your menu clicks.  For example,
• Go to Administer / Site Building / Blocks
  • Set Search to Utility Navigation
  • Add Block - Contact Information + add to Secondary Content Column
  • Add Block – Mailing Address + add to Secondary Content Column
  • Add Block - Footer List - Contact Us, Intranet, College of Computing, Georgia Tech Home, Address
• Make this an unordered list

 

Using CAS for GT Authentication

We recommend the use of the CAS (Central Authentication System) module to provide authentication for your site rather than the GTED/GRS LDAP method described above.  TSO has installed the GT CAS Drupal module so it's easier for you to configure.  Use the instructions below.

Just like other modules you will need to enable CAS in the modules page.  Also, enable the Libraries module under the modules section named "Other".  Once the CAS and Libraries modules are enabled, you will see a new sub-menu under Configuration menu called "CAS Settings."  Use these settings:

CAS Server Settings:

Use the CAS module configuration instructions on the GT Drupal Users Group web site:

http://drupal.gatech.edu/handbook/configure-cas-drupal-6

http://drupal.gatech.edu/handbook/configure-cas-drupal-7

We recommend not selecting "Automatically create Drupal accounts" under the "User Accounts" section to avoid creating unnecessary accounts.  After configuring the CAS module, you can pre-register Drupal users on your site using the following steps:

  • Don't forget to restrict new account creation to Administrator accounts
  • Click "Configuration" in the top menu.
    • Click "Account Settings"
    • Select "Administrators only" under "Who can register accounts?"
  • Click "People" in the top menu
  • Click "Add CAS User"
  • Enter the GT account of the user you would like to add (not the CoC account name) and then Submit
  • The new user should be able to login now.
  • If you wish, you can create new roles now and then assign users to those roles.
    • Click "People" in the top menu.
    • Click the check box next to the user you want to associate with a role
    • Click the drop down menu under "Update Options" and select the role you want to associate to the new users.
    • The new user should be able to login now and have the new role.

 

User Account Settings:

Important to check "If Drupal is not the user repository, should cas highjack users with the same name?"  and "Should Drupal user accounts be automatically created." If you don't check this then you will have to create a user in Drupal before a user can log in via CAS. Of course in some instances, you might want this control.

It is important to note what the "Auto-assign users to the role(s):" is set to. This is a nice way to pre-grant access to users. However, keep in mind that the entire GT community has a CAS login ID. So you would not want to have the just anyone with higher than the "authenticated user" privilege. And you do want to make sure that role has limited access. 

If you need to grant additional privileges you NEED to create a new role. The "authenticated user" will in most cases only be able to leave comments if that is enabled on your site or to via content you only want viewable by the GT community.