Frequently Asked Questions - Drupal Support

If your site design has a login area or link click on it OR navigate to www.YourWebSiteAddress/user

• Enter Username or e-mail address
• Enter Password
• Click Login
• Depending on your site configuration your successful login usually takes you to your account page. You can click on your site name or home menu to go to your home page. At this time you should see a black menu band across the top of your website. This is a key indication that you are logged in.  From here you can navigate your website, edit or use the top menu to make changes.

You have forgotten your website password and want to request a new one. Simply follow these easy steps:

• Go to YourWebsiteAddress/User
• Select "Request new password" tab
• Enter e-mail address
• A new password will be sent to your e-mail address associated with your Drupal website account

You can update your Drupal user information by logging into your site and selecting Edit.  Edit your Username, E-mail, and Password.  Depending on your website configuration and your permissions, you can update any other personal information associated with your Drupal website user account.

From the Admin Menu:
Select Content Management
Select Create Content
Select Blog Entry
Type in the Title.  This is your blog post title.
Type in Tags (optional) if your site uses taxonomy for tagging blog posts.   [See Taxonomy]
Type in Body.  Add content to your Blog post in the Body section.  If you have a text editor installed, you will see simple editing tool buttons such as bold, italic, alignment, etc.   Depending on your site configuration, you can also add images and video to your new page (covered in another section).
Select Publishing options if you want to change or unpublish the post
Select Save to save your new blog post

When logged in:

• Goto your Blog page
• Click on the blog post title.
• You should be on the specific blog post.
• Select Edit from the menu tabs usually above the page title
• Edit the Title,
• Edit Tags [see Tags if using]
• Edit the Body
• Edit any other settings on the page such as Meta tags, Automatic alias, Comments, Attachments, etc if needed.  Most edits will be to the body and this post is not a training on every option on the blog edit page.
• Select Save to publish the edited blog post

From the Admin Menu:

• Select Content Management
• Select Create Content
• Select Page
• Type in the Title.  This is your page name and is usually displayed at the top of your page <h2> and used as your page name in the url.
• Type in Body.  Add content to your page in the Body section.  If you have a text editor installed, you will see simple editing tool buttons such as bold, italic, alignment, etc.   Depending on your site configuration, you can also add images and video to your new page.  [See Adding Images or Adding Video]
• Select Publishing options to publish [default] or unpublish
• Select Save to save the page
    

When logged in, most pages can be edited from the page itself. Depending on the administration theme, there is usually an edit button associated with each piece of content that makes up the defined web page.  The edit button is usually above the page title along with tabs such as View, Outline, Revisions and Track. Sometimes the tabs are located on the far left margin of your site that appears only on a mouse role over.  In either case, the edit function will be located in the same place for all content that is editable with in the site.

Understand that editing a “page” of your website can also be confusing for more complex designs that use Views or Panels.  A view is a page that is created using different pieces of content.  Think of it like the way a newspaper is laid out.  Each story may come from another page and it is put together in a Drupal View or Panel.  Editing these pieces of content is easy when you go directly to the original page of content.  Editing content directly in the view is not possible.   Therefore, when you are on a piece of content and see the edit tab, you can edit the piece of content and it will be updated in the view.  If you can not see an edit tab on a page, the page may be built in a view and you will need to find that piece of content to edit it. 
Another way to edit content is to use the menu bar at the top of a logged in session.  There is a standard black band with menu items such as Content Management, Site Building, and others depending on your accounts permissions.  To View all of the content in your site, select [roll over] Content Management  and then click on Content. Your entire site of content will be listed by content type.  Content Types vary depending on your site but you should see types of content such as Page, Blog Entry, FAQ, or Panel.  You can select Edit under the Operations column.  You can sort this list of content by Status [published or unpublished] Type or Category.  The most common sort to use is by type.  If you are looking for a page you can sort by type to only see page type content.  Then scroll the list of content to find what you are looking for and edit it.  Also see How to Edit a Drupal Page.

When you click on Edit either from the page edit tab or from using the Content management / Content menu list, you will open the administration area of that piece of content.  You can edit the page Title, Menu settings [see Adding to content to a menu], Body, Tags [if using], Alias, File attachments, Authoring information, Publishing options and more.  Every Drupal installation is different and may contain a different set of installed modules that add additional configuration settings.  Most editing will take place under the Body Area.  There is usually a rich-text editor installed that will allow you to use common features such as Bold, Italic, Alignment, Link, Insert.   These are button icons across the top of the body edit area. Each editor may have different options / buttons available.  Type in your content or make changes to the existing content.

DO NOT PASTE directly from Word or another web page.  This is the biggest mistake you can make and it will imbed hidden characters that will not look good when published.  [do I Copy and See How Paste in Drupal]  Make your changes and publish by selecting Save.  Also see How do I add an image in Drupal.
  

This is a customization to the stock ubercart to allow custom descriptions, images, files to be associated with catalog categories and sub-categories.  This customization overwrites the basic taxonomy description that is described above.  To create a custom description for a category follow these steps from the administration window:

• Select Content Management
• Select Create Content
• Select Category Page
• Priority: Default
• Title: Title of the Description
• Catalog: Associate with what Catalog Taxonomy Category Term
• Body: Using WYSIWYG, add the custom text you want to add.  If pasting from Microsoft Word or the web be sure to use the suggestions detailed in Pasting Text.  Format your text in the rich-text editor.  Add any photos associated with the page using the Insert Image button. 
• Add File Attachments if necessary. 
• Select Save

This page will now display within your catalog pages if the programming customizations were completed by Nu-Designs.

Create New Products by using the administration menu:

•  Select Content Management
• Select Create Content
• Select Product
• Fill in all required fields.  See additional information in other / posts
• Select Save
    

The Ubercart products can be managed directly from the product description page in the website or in the administration menu.  You can edit an existing product by navigating directly to the product.  If logged in you will see an Edit menu above the product display.

• Select Edit
• Edit the Product Name in the Name field
• Edit the Product Description in the Description field
• Assign the appropriate Category  / Sub-Category the product will be listed under Catalog.
• Assign any Attributes associated with the product
• Add any product Images. Multiple images can be displayed.  The first (top) image will be shown first and lower images will display as smaller thumbnails below the product.  The user will be able to click on the images and scroll through them.  Move the images around to re-order them.
• Assign a Product SKU: Required
• Add a Product Price.  There are 3 price levels available.  Sell Price is required.  This is the price that is displayed on the web.
• Add shipping.  Flat Rate by product, weigh or size.  [Requires configuration and setup]
• Edit various other options.
• Select Save.
    

The Ubercart catalog can have categories, sub-categories and sub-sub-categories and so on.   These categories are managed through the site taxonomy.  Manage them from the administration menu bar as follows:

• Select Content Management
• Select Taxonomy
• Select List
• Select List Terms from the Catalog Taxonomy item
• Re-order or change the order of the categories listed: click+hold the left hand double arrow and drag the term up or down the list.
• Create Sub-Categories by indenting the term under a parent term. Simply click+hold and drag the term to the right.  You can create as many levels of sub-categories as you need.
• Add new terms by Selecting Add Term from the menu items in the Catalog Taxonomy.
• Breadcrumb path: Leave Blank unless you want to specify a particular path other than default
• Term Name: Type in the Term Name as you want it to display in the catalog.
• Description: Add a Description or leave blank.  Used as the category description and may not be used in your website.  The description does not have WYSIWYG, Image or attachment options. Many times this is completed elsewhere in a view. 
• Save the new term. 
• Re-Order the new item around in the list terms view described above.

Assuming your Drupal user account has permissions set for the webform module follow these steps to review, edit or delete Drupal Webform submissions:

Select Content Management
Select WebForms
Find the web form you are looking to review
Select Submissions to view the webform submissions
Submissions are listed by date
View, Edit or Delete the web form submissions submissions

Images can easily be uploaded to Drupal pages, blogs, FAQ's and blocks but the instructions vary depending on your Drupal configuration, Drupal modules installed, theme design and age of Drupal site.  The set of instructions below are listed based on the latest techniques (first) to the most basic image uploading (last). 

Image Field

If your site has an upload image field or fields in the page creation area, images can be uploaded to specific parts of the page determined by the designed Drupal theme.  The image field would be below the Body area of the page.  If you don't have this field then move to the technique below.  Images will be uploaded, sized, and placed according to the design of the themed page.

Insert / Edit Image Upload

In the body of the page with the rich-text editor turned on, there should be an Insert / Edit Image button. The following instructions are written for the Firefox browser only.

• Select the location in the text where the image is going to be inserted.
• Click the Insert / Edit Image button
• Image Properties window will display
• Click Browse Server
• The file Browser window takes you to the files already uploaded to the web server.  If your image is already uploaded from another page or place in your website you can navigate to it from here.
• Click Upload from the top navigation in the File Browser window
• Click Browse
• Navigate your desktop computer and select the image file to upload
• Click Upload
• Your file is uploaded and will display in the bottom right corner of the file browser window
• Click the file image that is being displayed
• The Image Properties window should now be in view again with the URL location of the image uploaded
• Type in the Alternative Text
• Adjust the Width or Height (ratio locked) to approximate size
• Select Alignment (Left or Right)
• Other image settings are skipped (Border, HSpace, VSpace, Link, Advanced) and saved for advanced or specific uses
• Click OK to insert the image into the page.
• The image inserted can be resized or moved (No instructions here) in the Body area

File Attachment Method

If your site doesnt have a "Browse" option then you can add an image by using the file attachment method. However you may want to have your site upgraded to one of the better image management processes above.  This is especially important when working with Blocks or content types that do not have a rich-text editor.  Follow the instructions below to add an image using the File Attachment Method. Below the Body of the page:

• Scroll down to the File Attachments (almost to the bottom of the page settings)
• Click File Attachments if the tab is not open
• Click Browse next to "Attach new file:"
• Navigate your desktop computer and select the image file to upload
• Click Attach
• Uncheck List to be sure the image is not attached and displayed at the bottom of the page
• Copy the full url below the Description field. Example http://www/nu-designs.com/files/filename.jpg
• Scroll up to the Body section of your page
• Select the location in the text where the image is going to be inserted.
• Click the Insert / Edit Image button
• Image Properties window will display
• Type in the Alternative Text
• Adjust the Width or Height (ratio locked) to approximate size
• Select Alignment (Left or Right)
• Other image settings are skipped (Border, HSpace, VSpace, Link, Advanced) and saved for advanced or specific uses
• Click OK to insert the image into the page.
• The image inserted can be resized or moved (No instructions here) in the Body area

Drupal FAQ’s can be organized in two different ways.  You must be logged in with the appropriate permissions to complete this task.  The easiest way is to navigate to the FAQ page when logged in.  A visible List and Order tab should be visible above the FAQ content area.

• Click on Order
• Choose a category if using categories
• Select Search
• A listing of the questions in the selected category will appear with dragable grab handles (double arrows) to the left of each FAQ.
• Re-order by click+hold the left hand grab handle and drag the term up or down the list.
• Click Save

A second way to order FAQ’s is to do it through the Administration Menu.

• Select Content Management
• Select Taxonomy
• Select List
• Select List Terms from the FAQ Taxonomy item
• Re-order by click+hold the left hand grab handle and drag the term up or down the list.
• Click Save

From the Admin Menu:
Select Content Management
Select Create Content
Select FAQ
Type in the Question.  This is the question to be answered.
Select FAQ Categories (if taxonomy terms are setup) [See Taxonomy]
Type in the Answer.  Add content to your FAQ answer in the this section.  If you have a text editor installed, you will see simple editing tool buttons such as bold, italic, alignment, etc.   Depending on your site configuration, you can also add images and video to your new page (covered in another section).
Scroll down to the bottom of the page.
Select Save to save your new FAQ

You can add a new coupon [With the Coupon Module] by following these steps from the Administration Menu:

• Click Store Administration
• Select Coupons
• Select Add new coupon
• Enter Coupon name: Name for your use only
• Enter Coupon code: Name that the customer will type in to apply the coupon
• Set the Expiration date
• Set the coupon to Active or leave unchecked to keep inactive.
• Set the Discount type [Percentage or Price discount]
• Set the Discount value
• [Optional] Set the Minimum Order limit [minimum amount for discount to apply]
• [Optional] Set the Maximum number of redemptions (per code)
• [Optional] Set the Maximum number of redemptions (per user)
• [Optional] Set the Product classes the discount applies to [products and or product kits]
• [Optional] Select Applicable Products
• [Optional] Select Applicable SKU’s
• [Optional] Select Applicable Taxonomy terms
• [Optional] User Restrictions
• [Optional] Role Restrictions
• [Optional] Wholesale permissions [If wholesale modules were set and configured]
• Click Save

Drupal blocks are boxes of content that can be displayed in regions such as the right or left sidebar on your web page.  To edit an existing block from the Admin menu:

• Select Site Building
• Select Blocks
• Select List
• The Block Overview page defines the block regions for the installed Drupal theme or design.  Each Drupal theme will have its own regions defined.  Block settings are unique to each theme. Blocks are listed by region [Header, Navigation, Left Sidebar, etc.]
• Scroll to find the Block to be edited. The Block Name hopefully gives an indication of its function.
• Click Configure
• Edit the Block description.  This is the name displayed on the block overview page.
• Edit the Block title. Use <none> to not display a title on the web page.
• Edit the Block body.  Similar to editing a regular page or blog post.  Be aware of your site design and block region size limitations.
• Set the Custom visibility settings.  Typically keep "Users cannot control whether or not they see this block".
• Set the Role Specific visibility settings.  "The Show block for specific roles" allows you to select what user role can view the block.  If you select no roles, the block will be visible to all users.
• Configure the Page specific visibility settings.  This allows you to specify the block to show on every page or only on listed pages.  Page can be specified by typing in the exact website page names.
• Click Save Block.

The Ad Module allows you to manage Website advertising. Follow theses steps to create a new ad:

From the Admin Menu:

• Select Content Management
• Select Create Content
• Select Advertisement
• Type in Title.  Title this ad by giving it a name.
• Vocabularies. Used to assign ad to ad groups, access, and tags.
  • Select an Ad Group. Allows you to define the add placement in designated block regions.
  • Select Access Control. Allows restricted access to view the ad.
  • Type in Tags. [Optional] If desired, create tags (terms) for the ad to describe its content.
• Menu Settings. [Optional].  Typically collapsed tab used for adding this ad to a menu.
• Channels. [Optional] Advanced option allowing an add placement to be associated with channels instead of ad groups and specific block settings.
• Priority.  [Optional] Click Premiere to override all other non-premiere ads.
• Weight. Adjust the probability of the ad display frequency.  Lower probability ads will display less than higher probability ads.
• Body.  The body is where you create your ad.  Text ads can be typed in here.  Links can be created using the insert link button.  Images can be inserted using the insert image button.  The image file must be uploaded to the web file server prior to trying to insert the image.  Use the File Attachments below to upload an image to the web file system.
• Input Format [Optional] Used to change the format between HTML, PHP, and different WYSIWYG inputs.
• Scheduling. [Optional] Used to schedule ads, activate ads, expire ads, limit impressions or limit clicks.
• Inventory. [Optional] Click Remnant to allow this ad to be eligible for display in other channels with less inventory.
• Select Ad Type. Use the drop down menu to select the ad type such as HTML, Image, Text or External ads.  Click the type and then click Select .
• Meta Tags. [Optional]  If the Meta Tag Module is installed you can configure the various Meta options.
• Revisions. [Default] Create a new revision. Add a Log Message if you desire each time the ad is edited.
• Comment Settings. Select Disabled to not allow comments on the ad.
• Theme Configuration. [Optional] Use the System Default to allow this ad to display across all active themes or select the site theme this ad is to be active in.
• URL Alias.  [Optional] Use the system default Automatic Alias. Uncheck Automatic alias to type in a custom URL alias.
• XML Sitemap [Optional] If the Sitemap module is installed you can configure the priority of this ad to be indexed or not at all.
• File Attachments. [Optional] Use the file attachments area to upload images to be used in the body of the ad above.
  • Select Choose File
  • Browse your computer to find your image.  Double Click your image to be uploaded or click it and select Open.
  • Click Attach to upload to the web file system.
  • Uncheck the List box so that the image is not listed for download at the bottom of the ad.
  • Update the Description in desired.
  • Copy the URL located below the description to be used in the Body area above.  Paste the URL into the insert image button when placing images into the Body of the ad.
• Authoring Information [Optional] Use this area to modify if necessary.
• Publishing Options.  Published [Default] will activate the ad settings above.  Uncheck Published will save the ad in as draft. Ignore Promoted to Front and Stick at top of lists in most cases.
• Click Save.  This will save your ad as configured above.