CivicSpace Site Configuration Guide

Welcome to your new CivicSpace-powered website. CivicSpace is a distribution of Drupal, a content management system that can be used to create a large variety of different websites. Thus, CivicSpace is a highly configurable platform that is useful for promoting civic action and better facilitiates community interaction and collaboration than is possible with other web publishing systems.

This CivicSpace Site Configuration Guide will help you to finish configuring your CivicSpace site and can serve as a reference as you administer your site over time. It is not possible within the scope of this text to explain all CivicSpace configurations, modules, and features. Instead, the CivicSpace Site Configuration Guide is intended as a large FAQ that will guide you through some basic issues and answer some specific configuration questions which should get you started. As you become more comfortable with CivicSpace, it is certainly worthwhile to learn more -- so that you can take advantage of the flexibility and wide range of configuration options and additional features.

We suggest you spend five minutes looking around the administration section to orient yourself to the administration menu before working through this guide. Be sure to read the help material available at the top of many of the administration pages as you make your configuration changes. Once you have completed the guide, for much more detailed information on CivicSpace configuration and usage, consult the administration help section of this site and the extensive Drupal Handbook at drupal.org.

To ask questions, show off your site, and be part of an ongoing dialogue with the CivicSpace development community, visit the CivicSpace forums. If you happen to find a bug or have a feature suggestion for one of the modules you can create an issue
for it at Drupal.org. We review features and issues for the modules in CivicSpace at Drupal.org.

Main Configuration Settings

The Settings page, accessible at administer > settings, contains many general configuration settings for your CivicSpace site. Here you can modify some of the information you entered in the configuration wizard during initial site setup:

Other default settings include

Support: How to get help

==
== h2. "Online documentation":http://civicspacelabs.org/home/configuration_guide p<>. Be sure to check the CivicSpace "configuration guide":http://civicspacelabs.org/home/configuration_guide for helpful information about configuring and administering your CivicSpace powered website. p<>. Many of our most answered questions about CivicSpace have been entered into the "CivicSpace FAQ":http://www.civicspacelabs.org/home/faq. p<>. You can also "learn more about CivicSpace":http://www.civicspacelabs.org/home/. p<>. We work very closely with Drupal.org, and they also have documentation available in their "handbooks":http://drupal.org/handbooks, "install helps":http://drupal.org/node/258 and "Troubleshooting":http://drupal.org/node/199 FAQ. h2. "Forums":http://www.civicspacelabs.org/home/community p<>. If you are stuck and need help, the "community forums":http://www.civicspacelabs.org/home/community are the best place to browse and ask for help. Chances are your questions has been asked before so make sure to "search the archives":http://www.civicspacelabs.org/home/search first. h2. "IRC channel":irc://irc.freenode.net/drupal-support p<>. For IRC-based support, join ??#drupal-support?? on the FreeNode IRC network (irc.freenode.net). h2. Other languages p<>. Looking for support in your own language?. * "Drupal Japan/日本語":http://www.drupal.jp/ * "Drupal Hungary/Magyarország":http://www.drupal.hu/ * "Drupal Italia/Italiano":http://www.drupalitalia.org/ * "Drupal Brazilian Portuguese/Português":http://www.drupal.com.br * "Drupal Spanish/Español":http://www.drupal.org.es * "Drupal Russia/Русский":http://www.drupal.ru/ h2. "Mailing list":http://civicspacelabs.org/home/ezmlm p<>. If you prefer e-mail, you can subscribe to our "mailing lists":http://www.civicspacelabs.org/home/ezmlm. h2. "Professional services":http://www.civicspacelabs.org/home/book/view/490 p<>. If you are looking for a CivicSpace consultant, review the "consultants page":http://www.civicspacelabs.org/home/book/view/490. ==
== ==
== h2. "Issues":http://civicspacelabs.org/home/project/issues p<>. Before you submit an issue here make sure that your issue doesn't really belong in the Drupal.org issue queue or CiviCRM issue queue. Issues should only be filed on CivicSpaceLabs.org if they relate to: * The CivicSpace installer * Update.php * Configure module or * The configuration guide If your bug or feature request doesn't fall into one of the above sections, then you need to file your bug at "Drupal.org":http://drupal.org/node/add/project_issue or "CiviCRM":http://objectledge.org/jira/browse/CRM. p<>. Please help us squish those pesky bugs. First, search the "bug list":http://civicspacelabs.org/home/project/issues to see if someone has already reported it. If not, "submit a bug report":http://civicspacelabs.org/home/node/add/project_issue/civicspace/bug. h2. "Feature requests":http://civicspacelabs.org/home/project/issues?categories=feature p<>. Until Drupal washes your laundry for you, it is incomplete. You may "review outstanding feature requests":http://civicspacelabs.org/home/project/issues?categories=feature and file "new ones":http://civicspacelabs.org/home/node/add/project_issue/civicspace/feature too. h2. "Developer support":http://civicspacelabs.org/home/developers p<>. We have a "handbook":http://drupal.org/handbooks, "developer forum":http://civicspacelabs.org/home/developers, "API reference":http://www.drupaldocs.org, and a "development mailing list":http://civicspacelabs.org/home/ezmlm ready to inform and support you. h2. "Security issues":http://civicspacelabs.org/home/security p<>. Note that the "Drupal newsletter":http://drupal.org/newsletter mailing list is the official distribution list for any emailed security notices. We also have a "security page":http://civicspacelabs.org/home/security with all the latest security-related announcements. h2. "CivicSpaceLabs.org problems":http://civicspacelabs.org/home/node/add/project_issue/website p<>. For issues about the Drupal.org website, email "the web administrator":websitefeedback@civicspacelabs.org or submit an issue to the "CSL maintenance project":http://civicspacelabs.org/home/node/add/project_issue/website. ==
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Modules and Features

There are quite a few other modules listed on the module configuration page which have not so far been mentioned. In this section, you'll find descriptions of some of them. Some are currently running; others are turned off. You can also load other contributed modules by downloading them from drupal.org and installing them yourself. Make sure that they are for Drupal 4.6 or they may not work.

Always remember that whenever you enable a module, you should check any permissions the module might have associated with it in order for users to have access to the module. When working with permission settings, it is often useful to create a test user and grant them the role for the permissions you are enabling. Then login as that user and verify that you have indeed granted the permissions.

Also check the administration menu and adjust any configuration settings. Some modules may have their own listing in the top tier of the menu; others may have a listing elsewhere, such as within the settings area of the menu.

Module name Description Help page Handbook page

Share community ideas

Publish

Archive view content by date (help) (handbook)
Blog a blog for every user (help) (handbook)
BlogApi post from blog tools (help) (handbook)
Book collaborative document publishing (help) (handbook)
Image galleries of images (help) (handbook)
Mailhandler content via mail (help) (handbook)
Page post static pages (help) (handbook)
Story post static pages (help) (handbook)
Textile simple text syntax (help) (handbook)
TinyMCE a WYSIWYG editor (help) (handbook)
URL filter turn URLs and e-mail addresses into live links (help) (handbook)

Subscribe

Aggregator syndicating content (help) (handbook)
Interwiki wiki syntax for linking (help) (handbook)
Listhandler connect mailing lists to forums (help) (handbook)
Mailalias alias e-mails to user (help) (handbook)
Notify email notification of new site content (help) (handbook)
Tracker viewing new and updated content (help) (handbook)

Collaborate

Comment allow comments on content (help) (handbook)
Contact allow other users to contact you (help) (handbook)
Flexinode new content types (help) (handbook)
Forum create threaded discussions (help) (handbook)
Node import get CSV content (help) (handbook)
Upload collaborate with files (help) (handbook)

Organize community

CiviCRM manage community contacts, relationships, and activities (help) (handbook)
Event set times for content (help) (handbook)
EventFinder access event information (help) (handbook)
Location associate geographic location (help) (handbook)
Massmailer manage mailing lists (help) (handbook)
Node privacy by role node view and edit permissions (help) (handbook)
PHPList develop and maintain an audience (help) (handbook)
Poll community voting (help) (handbook)
Privatemsg an internal messaging system (help) (handbook)
Profile extending user account information (help) (handbook)
Taxonomy categories and classification schemes (help) (handbook)
RSVP invite people (help) (handbook)
Survey community questions (help) (handbook)
Taxonomy menu navigation for terms (help) (handbook)
Volunteer organize people to help (help) (handbook)

Network community

Aggregator syndicating content (help) (handbook)
Buddylist list your social network (help) (handbook)
Drupal Drupal sites directory server (help) (handbook)
FOAF friends of a friend (help) (handbook)
Ping notify services of changes (help) (handbook)
Trackback post remotely (help) (handbook)

Community Plumbing

Style and Layout

Block controlling content in the sidebars (help) (handbook)
Fontsize make text larger (help) (handbook)
Forms forms for modules (help) (handbook)
Legacy remapping of old-style URLs (help) (handbook)
Locale multi-language support (help) (handbook)
Menu customize site navigation (help) (handbook)
Node the content (help) (handbook)
Path readable URLs (help) (handbook)
Theme editor store, configure, create (help) (handbook)

Operations

Filter input formats for user content (help) (handbook)
Help context sensitive information (help) (handbook)
Search an internal site search system (help) (handbook)
Statistics tracking referrers, page hits, etc. (help) (handbook)
System cron and caching (help) (handbook)
Throttle congestion control (help) (handbook)
User access and management settings (help) (handbook)
Watchdog monitor your site (help) (handbook)

Content: Creating Stories, Blogs, Forums, Books, and Pages

If you visit the create content link you'll see multiple content types configured for your use. In CivicSpace terms, each book page in this guide, story or forum is considered a basic content type known as a node. Thus, each of the various content types are particular types of nodes with specific functions and display characteristics:

NOTE: Site administrators wanting to setup a community weblog as their home page can choose to allow all site users to submit and edit stories, or they can enable the blog module and set all blog posts to automatically promote to the front page. The sub pages in this section of the guide provide details on how to configure this.

See also the administration help for nodes, stories, books, forums, blogs and pages.

Creating and Posting Content

Because nodes are all basically very similar, much of the input interface is the same for stories, books, or pages chosen through the create content menu. For the purpose of introducing how to post on a CivicSpace site, this discussion will use Submit story as the example and cover many, but not all, of the choices offered through the interface.

There is a WYSIWYG module available for creating content. See TinyMCE.

  • Authoring information. For adjusting the display name of the author and the date.
  • Options. This menu is only offered to administrators.
    NOTE: These settings are also globally configurable by node type using the content settings default workflow configuration .

    • When Published is unchecked, the submission is not available publicly on the site and is only accessible through the content administration section.
    • In moderation queue is for the queue (not enabled in this configuration; for more information, consult Moderation queue in the CivicSpace handbook).
    • Promoted to front page is useful for books or pages that the administrator might not want to appear in the blog on the home page.
    • Stick at top of lists will make a post sticky at the top of the front page.
    • Create new revision is part of the version tracking system that is useful when using the book module as a collaborative document publishing system.
    • User comments. Individual posts can be configured with specific comment controls.
  • Title. You must use a title with your post.
  • Path alias. Note that the CivicSpace Site Configuration Guide is accessible via the link http://example.com/help. The path alias for that page was set to "help." Paths must be unique and not already in use. This option has been configured to be available only for site administrators.
  • Topics. An administrator-configurable category system via the taxonomy module. Users tag their posts with one or more categories. After posting, all nodes with the same category can be browsed via the link in the header or by clicking on a category term associated with a specific post. You can add, edit or delete existing categories or "terms" in the Topics "vocabulary" within the categories configuration section. See Working with Categories: Taxonomy for more instructions.
  • Body. Text of the post.
  • Input format.A site administrator can configure various options for the input format to be used in the body for the post.
  • Previewing before posting. When previewing, your CivicSpace site will display a version of the post at the top of the page. If a post exceeds an administrator defined, configurable teaser length, two displays will appear: one shorter, which would be visible on the front page and in RSS feeds; the other longer, visible when clicking the title of a post. The teaser break can be manually created by inserting <!--break--> within the post. CivicSpace will provide a note suggesting this between the two displays--no need to remember the tag--if the post requires a break.

Adding or Modifying Instructions for Posting

Administrators can provide additional or change existing information for content posting:

  • The story, blog, and forum configuration settings each provide an explanation or submission guidelines text field where the administrator can provide instructions tailored for the site. The text entered there will then be displayed in the content creation interface for that node type.
  • Using localization, site administrators can replace the descriptions for each node type on the create content page, as well as replacing any other CivicSpace hardcoded text in the content creation interface.

Working with Categories: Taxonomy

Many content management systems and weblog application provide a means to categorize content. However, CivicSpace's taxonomy system allows the site administrator to create multiple sets of categories which can be applied to any, selective, or all node types.

Using terminology from information science, a category set is called a vocabulary, and an individual category within a vocabulary, a term. CivicSpace forums use categories to create separate forum areas for discussion.

For additional information about CivicSpace's taxonomy system, read more about it in the Drupal handbook.

Creating a vocabulary

In the categories configuration section of CivicSpace administration, select the add vocabulary tab. Then supply a

  • Vocabularly name (required)
  • Description. Useful for creating descriptions for category terms when using forums (optional).
  • Types. Select the node type or types (single or multiple) that will be associated with this vocabulary.
  • Related terms (optional)
  • Hierachy. For building a tree like structure or nested set of categories, where one category contains sub categories.
  • Required. When used, requires that the user select a category when creating a new node.
  • Weight. Used to control the order in which the vocabulary is displayed, such as in the main listing on the categories configuration section.

Creating a term

Once a vocabulary has been created, the administrator can add a nearly unlimited number of categories. Beside the vocabulary listing In the categories configuration section of CivicSpace administration, select the add term link. Note that the description and synonyms fields are optional.

Use the category block

CivicSpace provides a block in the block configuration area which will provide a listing of all categories with links to a display list of all nodes in that category.

Adding Additional Forum Areas and Other Forum Configurations: Using Taxonomy

This site configuration comes with two pre-defined forum areas in the Forums section: General and Site help. To add, delete, or modify existing forums, use the categories configuration section and modify or create new "terms":

  • To add a term, choose the "add term" link in the row of the table marked forums. You need only give a term a name to make it functional.
  • To delete or change the name of a term, choose the "edit term" link beside the term.
  • Terms can also have text associated with them which will appear below the term, or forum, on the main Forums page. Simply edit the term and add your text to the Description text field

When CivicSpace displays the forums, it does so in alphabetical order for terms with the same weight. To change the ordering, edit a term and use the Weight feature. Lower numbers (negative) rise to the top. Higher numbers (positive) fall to the bottom of the display.

For a more detailed explanation of CivicSpace taxonomy, see the taxonomy page in the Drupal handbook.

Creating and Working with Collaborative Books

The CivicSpace Site Configuration Guide has been created using the CivicSpace collaborative book. The collaborative book feature is well suited for creating multi-page hypertexts such as a site resource guides.

  • When creating a new book page, choose the Parent page to place the new page into the table of contents link structure (Note: you can always edit an existing page and use the Parent setting to reposition a book page within the text).
  • Book pages also have other navigation elements for moving through the text, such as the previous, up and next elements visible at the bottom of this page
  • From any location in a book, the user can choose the printer-friendly version link at the bottom of the page. CivicSpace will then generate a version of the book containing the current page and all it's children.

To control the ordering of book pages in the table of contents structure, visit the book configuration section. For example, look at the CivicSpace Site Configuration Guide configuration page. There you can easily view all the pages in this text, as well as order them. Notice the weight menu beside each page listing. CivicSpace normally orders pages on the same "level" within the text alphabetically. You can override that ordering by giving pages which should be higher up lighter weights--negative numbers--or lower down heavier weights--positive numbers.

To create a new book, simply make the Parent "root."

Last, a blog post, forum post, story, or static page can also be added into a book. Choose the administer link for a given post or page, then use the Edit book outline button available at the bottom of the page to add it into an existing book.

 

Turning Off and Controlling Access to Node Types

  • An administrator can turn off all access to a particular node type for all users by merely disabling the appropriate module in the module configuration section. As long as a module is disabled, no user will be able to access that node type or create new content for it.
  • Each node type offers various access options on a per user group basis in the access control section. For example,
    • Blog module. edit own blog controls whether or not users can post to a personal blog space. Blog users always have the the right to edit their own blog posts.
    • Book module. maintain books and edit own book pages must be set to allow users to edit existing book pages. Maintain books alone will only allow them to create new ones.
    • Story module. create stories allows users to create stories for the front page of the site; edit own stories gives the user permission to edit their stories which are already posted on the site.
  • To prevent access to all content on the site for anonymous users, uncheck the box for anonymous users in the access control section.

Changing the Default Home Page of the Site

The default home page for every CivicSpace site is the location where Stories appear when posted. However, a site administrator can choose to make any other section or page on the site the default home page.

To change the default, go to the general configuration page. In the Default front page text field, change "node" to "blog"--for the Blogs page--or to "forum"--for the Forums; simply use the module name found on the modules configuration page. Also, any page on the site, even a static page, can be made the home page by changing the default in this field to the relative URL for that page. To change back to the Drupal default, simply change this setting back to "node" again.

Formatting Input & Filters

CivicSpace site adminstrators can control what kinds of markup or formatting can be used in creating content on the site by specifying input formats. Some site administrators might wish to require only HTML coded text, or plain text without any HTML format. In configuring the input formats, administrators can select from filters which limit users to a list of allowable HTML tags or add in custom formatting like automatic line breaks.

NOTE: If you install additional 3rd party input filter modules, in addition to turning the modules on, you'll need to enable them through the input format configuration.

Modifying accepted HTML tags

  1. Click administer-> input formats
  2. Find the row of the input format you want to change, then click configure in that row.
  3. Click the configure filters tab.
    • It's likely that if you have HTML Filter enabled along with others, you will only see a configuration box for that filter, though some modules add filters that can also be configured.
  4. You can choose to either strip tags that do not appear in your list or escape all HTML tags. Escaping means that Drupal will display the tags in your browser as they were typed. In other words, it will appear to readers that the browser did not process the tags but merely displayed the code. This is useful if you want to create an input format that allows for displaying of HTML code, for example in a forum about web design.
  5. Edit the list of tags you would like to allow. Tags are listed separated by a space. If you selected "Escape" in the option above, this list will be ignored. Editing the list changes the filter for just that input format. If you want to add or remove a tag for more than one input format, you have to follow these directions for each.
  6. Choose whether to allow the style attribute in tags.
  7. Click Save Configuration

Blocks: Controlling Content in the Columns

CivicSpace page layout is very similar to many other websites: a header, a footer, a main content column down the center, and block columns down the side with links and other information. Blocks, then, are the small boxes of links, etc., you see in the left and/or right hand columns.

As an administrator, you can choose which blocks appear in the left or right and in what order (using weights) in the block administration section. You can create and edit custom blocks such as the Sample Block which uses HTML. There are also some other blocks included with the distribution which have not been enabled. Try them.

For a more in depth explanation of blocks, see blocks in the administration help page.

Note: Do not turn off the Navigation Block or the User Login Block. Without these, you'll have great difficulty logging on the site and administering it.

Comments: Adding to the Discussion

This module allows users to post responses to other posts. Through administer you can configure what types of comments are accepted: anonymous, anonymous requiring an email address, or registered users only. You can also configure permissions for types of users (authenticated, administrative, or anonymous) so that comments written by the respective types of users enter an approval queue before they are published or are automatically published. Comments in the approval queue must be manually accepted and published by a site administrator. Comments are also searchable. Comments can be viewed seperate from their posts for easy editing and deleting.

Comments can be configured to control:

Themes: Confinguring and Choosing Appearance

CivicSpace provides a few themes with your site and other contributed themes are available for download from Drupal. The themes section also offers various configuration options which affect the display and navigation for the site. For instance, under themes in the administration area, administrators can choose which themes to enable and designate the default theme for the site. If more than one theme is enabled, site users will be able to choose from the configured themes using the edit tab under my account.

Site administrators can choose whether to set various configuration options on an individual theme basis or across all themes. For example, the global settings page contains the following options:

Advanced: HTML and CSS coders can choose to create their own site skin. Consult the Theme developer's guide in the Drupal handbook for more information.

Users: Configuring Site Access, Registration, and Posting

CivicSpace has a permission system which places users into roles/groups of users. A visitor who is not logged in is an anonymous user and a newly registered user is an authenticated user. An additional role has been added to this installation, an admin user which is given full access on the site. In the original account setup, the root super user account which was created first is not affected by the CivicSpace permission system; this user always has access to everything.

Some configuration tips:

Tracking and Statistics

CivicSpace provides a number of ways to find out who has been visiting the site and who has been posting content:

Enabling CivicSpace Automated Tasks: Configuring Cron Jobs

Some CivicSpace modules, such as search, notify and aggregator, have periodic tasks that must be triggered by the script cron.php included with your CivicSpace installation. You can do this manually in your browser by visiting your cron URL page (a blank page will display once the cron tasks have been executed).

However, the better way to do this is to have cron.php executed automatically using the Linux/UNIX crontab function.

Alternatively, Drupal has a poormanscron module available for download. However, this module is much less efficient in terms of system resources compared to the methods described above. The poormanscron module checks to see if cron needs to run every single time a page is viewed on the site.

More information about cron is available in the adminstration help page and at the Drupal Handbook Cron system and crontab page.

Licensing & Acknowledgments

The text of this guide is licensed under a Creative Commons Attribution-ShareAlike License (2.0). Permission to copy, modify, or redistribute this guide is only granted if this license is included and the CivicSpace Site Configuration Guide is attributed.

Content for this guide was produced by CivicSpace and was based on DrupalEd documentation. Thanks to Bryght for permission to draw on some of their How To's in constructing this guide.