Managing the Site

Manage Site Menu ItemsThis section contains documentation about administrative settings and dashboards to help manage your site.

 

Site Details

The site details page contains general information about your site. It also has quick links to resources and easy access to the taxonomy terms.

Learn more about the Site Details page

 

Site's Appearance

This page is where you can find theme related settings, such as Social Media settings.

Learn more about Site Appearance

 

Managing Blocks

This page is where you can configure and sort blocks.

Learn more about Managing Blocks

 

Managing Taxonomy

This page lists volabularies such as Faculty Staff Categories and Research Area which you can manage.

Learn more about Managing Taxonomy

 

Managing Faculty & Staff Profile

The settings for layout options andvisibility of fields for the people listing page can be managed in this page.

Learn more about Managing Faculty & Staff Profile

 

Site Details

Description

The site details page contains general information about the site including:

Site Details Page
Figure1. Site Details Page

 

Users

The users table lists the editors who currently have access to the site. It includes their names, e-mail, and the last time they logged in.

Adding or removing editor access can be requested through ServiceNow. Requests related to access require approval from the site owner.

 

Resources Links

This section lists helpful links for easy access.

  • User Guide
    This links to this user guide
  • Manage Files
    This links to the File Manager. See Working with the File Manager for more information.
  • Report an Issue
    This links to ServiceNow where you can submit a ticket for issues
  • Google Analytics
    This links to the Google Analytics reports

 

Taxonomy

Lists of terms used
Figure 2. List of terms and its associated url

This section lists the terms currently used on the site.

Clicking on the title (Faculty Staff Categories) expands the content and you'll be able to see the list of terms used on the site with its url path for quick access.

For example, if you would like to add a link directly to a specific category of people like Faculty on the menu, you would use the url people/category/faculty.

The list icon is a shortcut that leads to that vocabulary's list of terms in the Taxonomy page. The plus icon is a shortcut that leads to adding a term for that vocabulary.

See Managing Taxonomy for mmore information.

 

Site's Appearance

Selecting Manage Site > Appearance from the administrative toolbar will allow you to access theme settings.

In Theme Settings, you can:

Note: In Fawn, you can no longer change colour schemes of the theme.

 


Legacy version: UTM Minor

Social Media

The social media is now display as a list of icon links. The "Connect with us" block appears at the bottom of the home page. Editors can specify which region (Content or Right Sidebar) to display the block and which social media links to show.

Currently Supported Platforms:

  • Instagram
  • Twitter
  • Facebook
  • LinkedIn
  • Youtube
  • Flickr
  • Generic Email
Connect With Us
Figure 1. Connect with Us Block

Usage

To configure the social media block:

  1. Navigate to Manage Site > Appearance
  2. Under the Fawn, click Settings
  3. Click "Social Media Settings" to expand the options
  4. Select display options
  5. Add social media handles
  6. Save configuration

 

Managing Blocks

The Block Administrative Screen

An example of the block administrative screen
Figure 1. A sample of the block administrative screen. See full-sized image.

In the screenshot in figure 1, the tabs along the top allow you to see the block configuration for each available theme. Below this, the blocks are divided into the regions in which they appear. In this example there is a single call-to-action that appears in the Right Sidebar region.

Block Configuration Settings

Clicking on the configure link associated with a given block will take you to the block configuration settings page for a given block.

Block title

Entering a title in this field will set the title of the block. If you enter a title here for a call to action block, it will override the displayed title for your call to action.

Region Settings

In the region settings section you can set a region for this block to appear in from the dropdown list. The theme labelled "(default theme)" is the theme that is currently in use on your site. See figure 2 for an example of the region settings section for a block.

Block region settings for a call to action
Figure 2. The block region settings for a call to action. View full-size image.

Block Visibility

Below the region settings, you will find the Visibility settings. This is where you determine which pages this block will appear on (or won't appear on). In general you should only ever need to use the Pages tab (as seen in Figure 3).

Selecting "All pages except those listed" will allow you to blacklist pages you do not want the block to appear on. Selecting "Only the listed pages" will allow you to whitelist pages you do want this block to appear on.

Whether you are whitelisting or blacklisting paths the rules are the same.

  • Items in the list are added one per line.
  • There is a special term to refer to the home landing page that you can enter: <front> (as seen in Figure 3).
  • Any page path you wish to add to the list can be referenced by the page path. For example this page would be: documentation/drupal-user-guide/managing-blocks
  • A wildcard (*) can be used to represent any arbitrary portion of a path. For example: all pages in this guide could be referenced as: documentation/drupal-user-guide/* since they all start with documentation/drupal-user-guide/

Additionally, you may wish to show a block only on a specific content type (only on news pages or webforms for example). You can achieve this by going to the Content types tab seen on the left in Figure 3 and selecting only the content types you want this block to appear with.

The block visibility settings
Figure 3. Block visibility settings. View full-sized image.

Managing Taxonomy

Taxonomy is what allows the categorization of content based on terms. The taxonomy page can be accessed by navigating to Manage Site > Taxonomy.

Taxonomy list
Figure 1. Taxonomy Page

This page will list vocabulary that is used on the site. Vocabularies are used by specific content types and is configured by an administrator.

By default (and in most cases) editors will only see Faculty Staff Category and Research Area, as these vocabularies are used by the Faculty and Staff Content to handle filtering of profiles in ways such as:

  • Listing or grouping based on types of personel within the department, or
  • Listing or grouping based on research area

For the following pages contain information on how to manage a specific vocabulary and a list of defined listing url paths:

 

Operations

There are two operations an editor can perform in this page: list terms and add terms.

List Terms

List terms is where all the terms within a vocabulary is listed. From here you can perform the following tasks:

  • Sort Terms
    You rearrange the order of terms by drag and drop or using the show row weights method.
  • Edit Terms
    Clicking on edit terms will take you to the term's configuration page where you can edit a term's title and other settings.
  • Add Terms
    The add terms button will lead to the page where you can add terms to the vocabulary

Add Terms

In the add terms screen, you can add fill the title field with the term name and click save. All other fields are optional and can be left as default.

 

Best Practice

  • Do not create empty categories. If a category doesn't have any entries under it, disable or remove it until it is actually in use.
  • Avoid using symbols in the term titles if possible