Drupal's configuration system helps to solve the problem of moving changes in configuration from development to production. It does this in two ways: by providing a unified way to store configuration and by providing a process by which configuration changes can be imported and exported between instances of the same site. The configuration system is the result of work completed within the Configuration Management Initiative (CMI).
In this introduction, we'll provide:
- An overview of Drupal's configuration system
- Key concepts that you should know about
Using Drush to work with the Drupal Configuration System is straightforward when working locally. Navigate to the directory containing your site, then issue whatever Drush command you need.
Things become more complicated when multiple environments become involved. Often, a configuration change will need to be made on the production ("live") site and then need to be persisted to a Git repository later. When this occurs, Drush once more provides a solution in the form of the config-pull subcommand.
Note: Drush 8 and the latest version use different methods and file types for configuration files. This tutorial will demonstrate methods that are compatible with the latest version of Drush with notes related to Drush 8.
There are some administrative UI tools for managing configuration, but some tasks can only be completed with Drush. As a site administrator, you will find Drush an indispensable tool for managing configuration between instances of the same site. Furthermore, Drush includes integration with Git in certain commands, enabling you to create a configuration workflow with Drush that also uses best practices in version control.
By the end of this lesson you should be able to:
- Get the status of a site's configuration
- List configuration on a site
- View configuration objects
- Set values for a specific key inside a configuration object
- Edit a configuration object in active configuration without needing a configuration form
- Integrate a Git workflow with Drush
The Configuration Manager module gives you as an administrator the ability to import and export configuration items on different instances of a Drupal site using a graphical user interface. In this tutorial, we'll take a tour of the Configuration Manager and the administrative interface it provides.
By the end of this lesson you will be able to:
- Access administrative pages for Import, Export, and Synchronize
- Find and configure permissions for Configuration Manager
- Identify the 3 primary actions of configuration management and how to perform them using the UI
While the administrative UI for Configuration synchronization certainly provides a simple and effective means to export and import configuration, it is by no means the preferred method. The Drush command line utility provides the same functionality without the need for a web interface or the need to log in.
The real power of the Workflows module is the fact that you can define your own custom workflows. Creating a new custom workflow requires adding a new workflow, and configuring the states and transitions that workflow will use.
In this tutorial we'll:
- Create and configure a new workflow
- Define and configure a set of states and transitions for the workflow
- Understand some best practices to keep in mind when defining workflows
By the end of this tutorial you'll be able to define your own custom workflows for any use-case.
The Content Moderation module exposes data about a content item's moderation state to Views. That allows us to use that information when building custom views. The data includes a moderation state field, filter, and a relationship to the moderation state entity.
In this tutorial we'll:
- Build a new view that uses the moderation state field and lists all revisions for a content item
- Display that view as a block which can be shown on any content page
By the end of this tutorial you'll know how to use the moderation state field in a view.
The Content Moderation module allows you to apply an editorial workflow to your content. Doing so changes some of the ways that content managers will mark an item as published, archive an item, or create new revisions.
In this tutorial we'll:
- Look at the changes to the content editing form that happen when you apply an editorial workflow
- Learn how to edit a piece of content to change its state, and transition it through the editorial workflow
By the end of this tutorial you'll know how to create, and manage, content in an editorial workflow.
Many sites are built around their content, especially Drupal sites. To manage this content, a strict editorial workflow is often highly desirable to make sure the content is drafted, reviewed, published, updated, and archived when ready.
In this tutorial we'll:
- Discuss the various components you'll need to define before you can start building a custom editorial workflow
- Provide an example editorial workflow plan
By the end of this tutorial you will better understand the use case for content moderation, and be able to create an editorial workflow plan for your use-case.
In order to enforce that an editorial workflow is applied to a specific content type you need to update the workflow's configuration. Then, depending on your needs, you may also need to configure new user roles, giving them permission to transition a content item from one state to another.
This process works for any Content Moderation type workflow -- including the Editorial workflow that Drupal provides and any custom workflows you've created.
In this tutorial we'll:
- Update a workflow so that its rules are applied to a content type
- Review the list of permissions provided by a workflow and see how we can set things up to restrict certain users to only perform specific transitions
By the end of this tutorial you will be able to configure a workflow so that it applies to one or more content types, and configure permissions so only users in a specific role can transition content items from one state to another.
When building views of moderated content there are some important things to be aware of. One is the difference between choosing Content or Content revisions as the base for your view. You should also know about some fields and filters added by the Content Moderation module.
In this tutorial we'll:
- Understand when, and why, to choose Content revisions as the base for your view instead of Content
- Learn about the fields, and filters, added by the Content Moderation module
- Learn how to update the view at admin/content/moderate that comes with the Content Moderation module to make it work with any workflow.
By the end of this tutorial you should understand the important concepts necessary to create views of moderated content.
What Are Revisions?
FreeDrupal has had revisions for a long, long time. However, they have often been under-utilized. Understanding how revisions work and how the Content Moderation module works with them is important to for being able to take full advantage of the systems features.
In this tutorial we'll:
- Explain what the different types of revisions are
- Understand when, and how, revisions are created
By the end of this tutorial you should have an understanding of what each type of revision is, how they're created, and how to work with them.
The Workflows and Content Moderation modules allow an editorial team to put any type of content administered in Drupal through a customized editorial workflow and moderation process. Workflow states, such as draft, ready for review, or approved are defined using the Workflows module. The ability to attach moderation states to entity bundles -- a common example being content types -- is configurable by the Content Moderation module.
Both modules have stable releases and are perfectly safe to use in production.
In this tutorial we'll:
- Learn about the use case for Workflows and Content Moderation modules
- Define the role that each module performs
- Define some common terms you'll need to understand when working with these two modules
By the end of this tutorial you will have a good understanding of what the Workflows and Content Moderation modules are, what different functionality they provide, and the permissions made available by the modules.
What Is Drupal?
FreeTo learn more about how to get started with Drupal, also see our Introduction to Drupal guide.
In this lesson we take a look at Drupal, the open source Content Management System. We learn about the major components of a Drupal site and the library of constantly evolving tools available for working with Drupal. We find out how to see who uses it, by looking at DrupalShowcase.com and Drupal case studies on Drupal.org, among others. We look at Drupal's major features, such as Modules.
With this overview we have some context as we move forward into the series.
Additional resources
In this lesson we're going to break down the "Drupal stack" to understand what pieces are working here and how they relate to each other. We'll take a tour of the major components of Drupal itself, like nodes and users, and then have a brief discussion about ways of organizing content.
Additional resources
In this lesson we're going to start building our site for Mom and Pop, Inc. We're starting off by working on our content, to get things filled out a little. First, we'll create an About Us page with the basic info for the store, like address and opening hours. Then we'll create our first article, which welcomes people to the new site, and see how the two core content types, Basic page and Article, are different from each other. Then we'll tweak our main navigation so our tabs display correctly, and finish things off by looking at block management. We'll remove the "Powered by Drupal" block and add a new block to the site for our weekly specials.
Additional resources
This lesson offers a tour of some of the most basic tools for content management in Drupal. We're going to walk through and explain the following pieces:
- Content
- Comments
- Navigation
- Blocks
Additional resources
For this lesson we're going to get hands-on and play around in our administration area a little. We're going to review the site information for our new site, and then change things by setting the site name to match our case study.
Additional resources
In this lesson we're going to start off with the Drupal administrative interface. We'll take a tour of the major elements and get you oriented to what is where.
Additional resources
Modules allow you to turn on and off functionality within your Drupal website. There are two types of modules: core modules, which come with Drupal itself, and contributed modules, which are provided for free by the Drupal community and available for download from Drupal.org. In this lesson we're going to look at the module administration page, and walk through finding and installing modules. We'll wrap things up by discussing how you remove a module from your site, and the difference between disabling and uninstalling.