this print for content only—size & color not accurate   CYAN   MAGENTA   YELLOW   BLACK   PANTONE 123 C BOOKS FOR PROFESSIONALS BY PROFESSIONALS ® Todd Tomlinson US $49.99 Shelve in: PHP User level: Beginner–Intermediate THE APRESS ROADMAP Pro Drupal Building Online Communities with Drupal, phpBB, and WordPress Beginning Drupal 7 Foundation Drupal 7 www.apress.com SOURCE CODE ONLINE Companion eBook See last page for details on $10 eBook version ISBN 978-1-4302-2859-2 9 781430 228592 5 49 9 9 Beginning Drupal 7 Dear Reader, Drupal is one of the fastest-growing web development frameworks. It’s extremely powerful, capable of hosting high-traffic, high-security sites like whitehouse.gov as well as small business sites and storefronts. And now Drupal 7 offers even more powerful solutions with a more intuitive and easy-to-use interface. Whether you are designing a small site for a business, a non-profit, or just for fun, or if you are developing a larger site and want to try out Drupal 7, Beginning Drupal 7 will help you get started. You’ll learn: • How to configure the different elements of a Drupal 7 site • How to make your site truly interactive • How to customize the look of your site using themes • How to securely administer your Drupal 7 site In my 35-year career in the IT industry there have been very few technologies that have excited me as much as Drupal. I decided to write this book because my clients frequently ask how they could quickly get up to speed on the Drupal platform so that they could begin building rich and sometimes complex solu- tions. To address the need, I’ve taken all of my experiences of helping dozens of clients through the Drupal learning process and have embedded that knowledge and experience into this book. I hope you’ll walk with me as I take you through the journey of learning how to build rich and powerful web sites using Drupal 7. You’ll learn everything from installing Drupal to managing your site once you’ve completed it. If you stick with me along the path you’ll walk away with enough experience under your belt to quickly and easily create functionally rich and beautifully designed Drupal 7 sites on your own. Todd Tomlinson Tomlinson Drupal 7 Companion eBook Available Beginning Drupal 7 7.5 x 9.25 spine = 0.75" 336 page count (PPI: 444) THE EXPERT’S VOICE ®  IN OPEN SOURCE Todd Tomlinson An easy to follow reference to help the novice or professional quickly and effectively learn the Drupal platform Beginning Beginning Drupal 7 ■ ■ ■ TODD TOMLINSON ii Beginning Drupal 7 Copyright © 2010 by Todd Tomlinson All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher. ISBN-13 (pbk): 978-1-4302-2859-2 ISBN-13 (electronic): 978-1-4302-2860-8 Printed and bound in the United States of America 9 8 7 6 5 4 3 2 1 Trademarked names may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, we use the names only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. President and Publisher: Paul Manning Lead Editors: Michelle Lowman, Brian MacDonald Technical Reviewers: Steve Edwards, Todd Kelsey Editorial Board: Clay Andres, Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell, Jonathan Gennick, Jonathan Hassell, Michelle Lowman, Matthew Moodie, Duncan Parkes, Jeffrey Pepper, Frank Pohlmann, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Matt Wade, Tom Welsh Coordinating Editor: Jim Markham Copy Editor: Tracy Brown Collins Compositor: Kimberly Burton Indexer: BIM Indexing & Proofreading Services Artist: April Milne Cover Designer: Anna Ishchenko Distributed to the book trade worldwide by Springer-Verlag New York, Inc., 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax 201-348-4505, e-mail orders-ny@springer-sbm.com, or visit www.springeronline.com. For information on translations, please e-mail rights@apress.com, or visit www.apress.com. Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. eBook versions and licenses are also available for most titles. For more information, reference our Special Bulk Sales–eBook Licensing web page at www.apress.com/info/bulksales. The information in this book is distributed on an “as is” basis, without warranty. Although every precaution has been taken in the preparation of this work, neither the author(s) nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work. iii There are so many people to thank for making this book possible, including two very special people who had a huge influence on my life and my desire to write. This book is dedicated to them. Grant Wiley (1925-1996), president of Sportland Distributing, gave me the opportunity to enter the world of information technology back in 1976. If it weren’t for Grant’s support and encouragement, I might be still slinging boxes in a warehouse somewhere. He took a chance by asking me to read through the IBM manuals so that I could take over the responsibility for the newly installed IBM System/32. Grant taught me everything about business that you don’t learn in business school, concepts that I’ve carried with me and applied while consulting for dozens of the largest companies in the world. I also want to thank my 98-year-old grandmother, Gladys Tomlinson, who at 96 published her first book. Thank you, Grandma, for all you’ve done for me over the years, and for the influence that you have had on my life. i v Contents at a Glance ■About the Author xv ■About the Technical Reviewer xvi ■Acknowledgements xvii ■Introduction xviii ■Chapter 1: Introduction to Drupal 1 ■Chapter 2: Creating and Managing Content 9 ■Chapter 3: Creating and Managing Users 25 ■Chapter 4: Taxonomy 37 ■Chapter 5: Creating Menus 51 ■Chapter 6: Installing Themes 59 ■Chapter 7: Drupal Blocks 71 ■Chapter 8: Drupal Modules 83 ■Chapter 9: Enabling Interactive Capabilities 97 ■Chapter 10: Content Types 119 ■Chapter 11: Views 151 ■Chapter 12: Panels 175 ■Chapter 13: Theming 197 ■Chapter 14: Administering Your Drupal Site 215 ■Chapter 15: Putting It All Together 229 ■Chapter 16: Case Study 239 ■Appendix A: Installing Drupal 257 ■Appendix B: Additional Resources 267 ■Appendix C: Social Networking 271 ■Appendix D: E-commerce 283 ■Index 295 v Contents ■About the Author xv ■About the Technical Reviewer xvi ■Acknowledgements xvii ■Introduction xviii ■Chapter 1: Introduction to Drupal 1 Content Management Systems 1 Drupal 2 Drupal Core 2 Contributed Modules 3 Drupal Themes 5 Creating Content 5 Summary 8 ■Chapter 2: Creating and Managing Content 9 Understanding the Basics 9 Creating Content in Drupal 10 Teasers and Full Nodes 12 Editing Content 12 Other Content Options 14 Menu Settings 14 Revision Information 16 URL Path Settings 17 Comment Settings 18 ■ CONTENTS CONTENTS vi Authoring Information 20 Publishing Options 20 Deleting Content 21 Finding Content 22 Summary 23 ■Chapter 3: Creating and Managing Users 25 Users, Roles, and Permissions 25 User Accounts 26 Configuring User Account Settings 26 Creating Roles 28 Assigning Permissions 29 Creating User Accounts 31 User Generated Accounts 34 Resetting User’s Passwords 35 Summary 35 ■Chapter 4: Taxonomy 37 Taxonomy Overview 37 Creating Vocabularies 38 Assigning a Taxonomy Vocabulary to a Content Type 42 Selecting a Taxonomy Term when Creating Content 45 Creating Human- and Search-Engine-Friendly Lists 47 Hierarchical Terms 48 Assigning More Than One Vocabulary 50 Summary 50 ■Chapter 5: Creating Menus 51 Ordering From the Menu 51 ■ CONTENTS vii Adding an Item to a Menu 53 Adding a Content Item to a Menu 53 Adding a Menu Item for an External Page 54 Creating a New Menu 56 Summary 58 ■Chapter 6: Installing Themes 59 How a Drupal Theme Works 61 Finding a New Theme 62 Installing a Theme 64 The Administration Theme 67 Configuration Options 68 Summary 69 ■Chapter 7: Drupal Blocks 71 Blocks, Blocks, and More Blocks 71 Making Blocks Appear on Pages 71 Finding the List of Available Blocks 72 Re-Arranging Blocks 74 Reassigning and Deactivating Blocks 74 Configuring Blocks 74 Using Blocks from Contributed Modules 77 Creating Custom Blocks 79 Summary 81 ■Chapter 8: Drupal Modules 83 Contributed Modules 83 How to Download, Install, and Configure a Module 84 Configuring Modules and Setting Permissions 87 ■ CONTENTS CONTENTS viii Enabling Other Modules 89 Disabling a Module 89 Upgrading a Module 90 Uninstalling a Module 91 The Top Eleven Modules 92 Content Construction Kit (CCK) 92 Views 92 Panels 92 Imagecache 93 Nicemenus 93 Nodequeues 93 WYSIWYG 93 Pathauto 94 Webform 94 Backup and Migrate 94 Ubercart 94 Summary 95 ■Chapter 9: Enabling Interactive Capabilities 97 Blogging 97 Enabling Blogs 97 Creating a Blog Entry 98 Displaying Blog Entries 99 Adding a List of the Most Recent Blog Entries 100 Forums 101 Setting Up Your First Forum 102 Polls 108 Creating Your First Poll 109 [...]... 11 2 Creating a Webform 11 2 Summary .1 17 ■Chapter 10 : Content Types 11 9 The Basic Page and Article Content Types 11 9 Defining a Custom Content Type 12 0 Creating a Custom Content Type 12 1 Customizing Your Form 12 8 Other Field Types 13 6 Radio Buttons 1 37 Check Boxes 13 9... 17 2 Summary . 17 3 ■Chapter 12 : Panels 17 5 Available Layouts 17 8 Is It a Page, a Page, or Is It a Page? 17 8 Creating a Panel Page 17 8 Modifying an Existing Panel Page 18 8 Using the Flexible Layout Option 19 2 Adding Other Things to Panel Panes 19 6 Summary .19 6 ■Chapter 13 : Theming 1 97. .. 14 2 File Uploads 14 2 Text Area 14 4 Numeric Fields and Other Field Types 14 6 Formatting the Output of a Custom Content Type 14 6 Summary .14 9 ■Chapter 11 : Views 15 1 Installing the Views Module 15 1 Creating Your First View 15 2 Views Settings 15 4 Basic Settings 15 4... 1 57 Style Settings 15 8 Exposed Form 16 0 Fields 16 1 Relationships 16 2 ix ■ CONTENTS CONTENTS Arguments 16 2 Sort Criteria 16 2 Filters 16 3 Live Preview 16 4 Exposing a View as a Page 16 5 Creating Tabular Views 16 8 Creating RSS... .269 Drupal Podcasts 269 ■Appendix C: Social Networking 2 71 Expanding Your Reach by Sharing . 2 71 Integrating Your Site with Social Networking Sites . 273 Integrating Drupal with Facebook 273 Integrating Drupal with Twitter 274 Integrating Drupal with Flickr 274 Integrating with YouTube 275 Displaying... Drupal Database 260 Creating a User Account 260 Configuring Drupal .262 Summary .265 ■Appendix B: Additional Resources .2 67 Drupal Modules 2 67 Drupal Themes .2 67 Drupal Documentation 2 67 Where to Go When you Have Problems 268 How to Backup Your Drupal Site 269 Where to Host Your Drupal. .. Point 1 97 Before You Get Started 19 8 The Standard Drupal Theme Files 19 8 Configuring the Genesis Theme 200 Modifying the Base Theme 203 Creating a Horizontal Menu 2 07 Theming the Footer 210 Theming Nodes 210 Theming Blocks . 212 x ■ CONTENTS Changing Sitename and Logo 213 A Tool for Helping... Helping You Theme Your Site 213 Summary . 214 ■Chapter 14 : Administering Your Drupal Site . 215 Backing Up Your Site . 215 Restoring a Backup 218 Backing Up the File System 218 Checking the Log Files 219 Recent Log Entries 220 “Page Not Found” Errors 2 21 Status Report 222 Checking... instructs Drupal to automatically display the article on the homepage of your new website 6 CHAPTER 1 ■ INTRODUCTION TO DRUPAL Figure 1- 3 Creating a basic page 7 CHAPTER 1 ■ INTRODUCTION TO DRUPAL Next click Save Drupal will insert your new page into the database, and will then automatically redirect your browser to the homepage of your website, where you will see your new article (see Figure 1- 4) Figure 1- 4... Networking Sites 275 Creating a Social Networking Website on Drupal 275 The Organic Groups Module 278 Setting Up Organic Groups 278 Setting Up Content Types 278 Configure the Organic Groups Module 278 xiii ■ CONTENTS CONTENTS Activating OG Blocks 279 Setting Up Access Configuration 279 Setting Up Permissions . ■Chapter 7: Drupal Blocks 71 ■Chapter 8: Drupal Modules 83 ■Chapter 9: Enabling Interactive Capabilities 97 ■Chapter 10 : Content Types 11 9 ■Chapter 11 : Views 15 1 ■Chapter 12 : Panels 17 5 ■Chapter. Polls 10 8 Creating Your First Poll 10 9 ■ CONTENTS ix Web Forms 11 2 Creating a Webform 11 2 Summary 1 17 ■Chapter 10 : Content Types 11 9 The Basic Page and Article Content Types 11 9 Defining. View as a Page 16 5 Creating Tabular Views 16 8 Creating RSS Feeds with Views 17 2 Summary 17 3 ■Chapter 12 : Panels 17 5 Available Layouts 17 8 Is It a Page, a Page, or Is It a Page? 17 8 Creating