administration

Site Administration Basics

108

Lesson Ten of my special Getting Started With Drupal series of instructional videos.

This lesson focuses on the basics of administering your Drupal site. Topics covered include the site Status Report, module and core update status settings. Includes step-by-step instruction on how to update contributed modules and the core Drupal release.

The premium version is a full resolution (1024x768) version that contains additional content as indicated below.

Premium Content: 
  • Review of database logs
  • Setting different administration theme
  • Error reporting options
  • Cache settings to improve performance
  • Adding a special administration menu bar
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Moving A Localhost Site To The Web

102

Lesson Nine of my special Getting Started With Drupal series of videos.

This lesson provides instruction on how to move a localhost Drupal site to a web server. Steps shown in the video include creating a domain, creating a web database, exporting the local drupal database and importing the exported database to the web database.

The premium version is a full resolution (1024x768) version that contains additional content as indicated below.

Premium Content: 
  • Uploading new settings.php file
  • Turning off comments and user registrations
  • Reviewing content for errors
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Upgrading From Drupal 5 To Drupal 6

Yesterday I took the plunge on my site at www.awakenedvoice.com and upgraded the version of Drupal from 5 to 6. I kept a log of the steps involved in the process which you'll find below.

Before you get started I recommend that you take a look at Greg's upgrade video at http://www.masteringdrupal.com/screencast/upgrading-to-drupal-6. I watched it and it definitely helped with the process.

The upgrade process took me two hours. If you are using Drupal for a single user blog site, and are making minimum use of CCK and Views then I think that you should be able to execute the upgrade in the same amount of time it took me. If you're running a community site with a lot of content, a few custom content types with associated views then you're probably looking at three to four hours.

Keep in mind that there are separate upgrade steps for CCK and those steps need to be followed as well. Also, step # 1 below will be a lot easier if you install the Update Status module first. The module is removed in a later step because this functionality is part of core in Drupal 6.

Don't forget to check if your Drupal 5 theme has a Drupal 6 release. If the theme does not have a Drupal 6 release you'll want to investigate new theme possibilities. Switching over to the core Garland theme during the upgrade is an important step in the process so if you don't investigate this beforehand you may have to delay (unless you want to keep Garland) taking the site back live till you find a new theme.

As I said above there are special upgrade steps for CCK. I didn't find any special steps for Views. As a result I had to rebuild my views using the new interface for Drupal 6. If this information is new to you have a look at the posts in the view I've created over at http://learnbythedrop.com/cckandviews for a crash course on the new features.

One of the last steps below involves re-saving and positioning blocks. The need to reposition the blocks was likely due to the fact that I switched to a new theme. But even after positioning the blocks I had to go to each block and save it again so the location rules I had set (like display only on the front page for example) were not working.

If you make backups beforehand and give yourself plenty of time it should be okay. Feel free to post your own D5 to D^ war stories in the comments. Good luck.
 

1. Update all modules to latest version.
2. Backup database.
3. Download all site files.
4. Disable/Uninstall Update Status Module.
5. Disable all contributed modules.
6. Switch to Garland theme.
7. Delete D5 files, saving sites, files and any extra folders or files I added.
8. Delete D5 contributed modules
9. Upload latest Drupal release files.
10. Upload D6 versions of contrib modules.
11. Go to /update.php and select continue then update.
12. Review update messages for significant errors.
13. Review modules and enable those compatible with D6.
14. Enable new (but optional) core update status module.
15. Check contributed theme status and update if necessary.
16. Re-save blocks and position.
17. Rebuild any previously built views.
18. Bring the site back online.

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Taking Security Seriously

I've had good reason to think about security on my Drupal sites lately. This site and a few others were hacked recently. The result of the hacking was a script injected into both the generated pages and the RSS feeds of the site. I picked up on the hack pretty fast because the RSS feeds on the site were not behaving correctly and that broke something else that relies on the feeds to work. I also checked the site in Internet Explorer and things weren't displaying properly.

I spent about an hour investigating the issues before I realized that the site had been hacked for sure. One of the first things I did once I realized that the site had been hacked was that I took it offline. Whatever the script that had been injected into the site was doing it couldn't have been good. Then I took steps to correct the situation.

Since multiple sites were affected I assumed that somehow an FTP user password (which I thought was obscure enough) had been compromised. So I changed every password I could think of. Then I uploaded the latest version of Drupal to all of my sites. Next I checked the directories to see if there were any suspicious files remaining. Finally I checked the site RSS feeds and pages for signs of the script that I had found when I discovered the problems. It was only after taking those steps that I brought the sites back online.

The process was time consuming and painful enough for me to cause me to remember how important security is for any type of site you put up on the web. I should've known better since I've been caught by spammers before, but it's been a long time so I got a bit complacent.

I'd like to pass on some tips (and links to related modules) that can give you an idea of some of the security features to take advantage of when you're using Drupal.

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Basic Site Configuration

Lesson Two of my special Getting Started With Drupal series of instructional videos.

This video explores the basic configuration options to consider once you have successfully installed Drupal.

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Understanding Input Formats

From time to time people will ask me questions about problems they are having with content not displaying properly in nodes. Site developers may have problems displaying images, javascript, flash and php code. The problem is usually related to the input format chosen when publishing the node. The following video provides a very detailed look at how input formats work within Drupal.

 

Quicktime Video

Input Format Basics

There are three "out of the box" input formats for Drupal. These formats can be found on your site at admin/settings/filters.

  1. Filtered HTML - This format allows very basic text input and some HTML. This is a good format for comments and user generated content since it limits the ability of the user to add malicious code to the node.
  2. Full HTML - This format allows the full range of HTML tags including <embed> codes that are typically used for inserting widgets or embedded videos. This is my preferred format as a site administrator for creating all nodes and blocks on my sites. You can open this up to site users but it's recommended only for logged in users that have accounts at your site.
  3. PHP Code -  This format allows the posting of PHP code. This is used to customize the nodes on your site. There is a gallery of PHP snippets on Drupal.org where you can find examples thay may help extend the features of your site. This is a format that should only be available to admin users of the site. Opening up the PHP format to users jeopardizes the security of the site. So take great care when using this format.

The input formats in Drupal are highly customizable so you're not stuck with the exact formats that come standard with Drupal. Since these input formats greatly effect how and what content is posted to your site it is definitely a worthwhile investment of time to get to know them better.

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Upgrading Drupal

This video provides step-by-step instructions on upgrading Drupal core within a major release. For example, this would be helpful if you wanted to upgrade from Drupal 6.1 to 6.2.

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