client: houghton international 1 document...3. primary navigation menu bar from the left, your...

CLIENT: Houghton International

DOCUMENT: Drupal CMS Guide - CONTENT MANAGER 1

© O3 WORLD 1339 FRANKFORD AVENUE, SUITE 3 PHILADELPHIA, PA 19125

PH (215) 592-4739 WEB WWW.O3WORLD.COM

Drupal CMS Guide for Content Manager

1. User Role & Capabilities 2. Log In 3. Primary Navigation Menu Bar 4. Editor & Manager Workflow 5. Reviewing content

a. Via email notification b. Via My Workbench

6. Publishing Content a. Editor and Manager Roles & Responsibilities

7. Sending Content back to DRAFT 8. Translation Services 9. Glossary & Terms

1. USER ROLE & CAPABILITIES

User Type Capabilities

Content Manager ● View all Content ● Add/edit/delete all content ● Publishes content from Editors to LIVE site

2. LOG IN

1. To Log In, visit the desired URL below:

Training: https://training-houghton-intl.pantheonsite.io/user

Live: http://www.houghtonintl.com/user

https://training-houghton-intl.pantheonsite.io/user

http://www.houghtonintl.com/user





2. Enter in your username and password to log in





3. PRIMARY NAVIGATION MENU BAR

From the left, your options are:

Menu Function

House Icon

This is your home button and will always take you to the

Homepage of the front-end of the site.

My Workbench This section allows you to control the content workflow

Dashboard This will overlay your Drupal dashboard over whatever page you were looking at. Rarely used as much as the primary navigation, this gives you a snapshot on what’s been recently updated or added.

Content Your access to add, edit, or remove content

Global Link Here, you can access the site’s directory of pages available to send for translations.

Structure Configuration Help

You should not need to access these sections.





4. EDITOR & MANAGER WORKFLOW

The various flows explain how the Content Moderation works:

Flow 1 - Happy Path

Content Editor Adds New Content

→ Content Editor Sets content to “Needs Review”

→ Content Manager alerted via Email

→ Content Manager Logs into Drupal, Reviews Content

→ Content Manager sets content to “Published”

Flow 2 - Content Rejected

Content Editor Adds New Content

→ Content Editor Sets content to “Needs Review

→ Content Manager alerted via Email

→ Content Manager Logs into Drupal, Reviews Content

→ Content Manager sets content to “Draft”





5 A. REVIEWING CONTENT VIA EMAIL NOTIFICATION

Once an Editor adds or edits content, the Content Manager will be notified via email. The

email should provide you the direct URL to the page the editor is requesting for you to

review. The email will look similar to:

1. Click on the URL provided in the email. This should take you directly into Drupal CMS to

the front-end content page the Editor has requested of you to review.

2. Review the content for accuracy.





MY WORKBENCH

The module called “Workbench” is used for the content workflow on the website between

Content Editors and Content Managers. In general, the “My Workbench” tab within Drupal

contains all of the content workflow.

5B. REVIEWING CONTENT VIA “MY WORKBENCH”

1. As a Content Manager you will be emailed to alert you to review a piece of content, or

you can click on the “Needs Review” tab of the “My Workbench” section of Drupal.

2. Once you get to the “Needs Review” tab, you will see a list of the content that needs

review.

3. Click on “View Moderation History” to review notes that may have been entered by the

Content Editor.





4. To review the content on the front-end, you may click on “View Draft”

5. To review the content on the back-end, as well as the “Suggested Translations” from the

Content Editor, you may click on “Edit Draft”.





6. SETTING CONTENT TO PUBLISHED AND NOTIFYING EDITOR

1. From the REVIEW step, Click on the ‘Edit Draft’ tab.

2. Scroll down to the Revision information section

a. Update the moderation state to ‘Published’

b. Select Content Editor from the drop-down [this will generate an email to the

EDITOR informing them the content has been published]

c. Click ‘Save’





6 A. EDITOR AND MANAGER ROLES & RESPONSIBILITIES

REGION EDITOR - PRIMARY EDITOR - SECONDARY MANAGER - PRIMARY MANAGER - SECONDARY

NEWS AND EVENTS

North America Elizabeth Castleman Mike Sabol Dianne Carmody Erin Neely

South America Andrea Tatiana Adriana Mantelatto Adriana Mantelatto Sergio Miura

EMEA Anna Garreta Simon Arnold Heiko Barth Mervyn Chung-Fat

North Asia Shen Qi-Summer Yuji Itano Sun Lei-Sherry BC Koh

South Asia Dinesh Patil Thananan Jindakitskulchai Angeline Tay Dinesh Patil

Global Nicole Yates Nancy Wolfe Kym Johnson Laura Pierce

CONTENT Global Erin Neely Mervyn Chung-Fat Joshua Wagner Dianne Carmody

PRODUCT

North America Lina Garcia Mike Sabol Erin Neely Dianne Carmody


EMEA Roy Taylor Christophe Huber Mervyn Chung-Fat Heiko Barth


South Asia Thananan Jindakitskulchai Dinesh Patil Dinesh Patil Melvin Gay

RESOURCES

North America Lina Garcia Mike Sabol Erin Neely Dianne Carmody


EMEA Heiko Barth Franck Burtin Kevin Proudlock Heiko Barth


South Asia Dinesh Patil Thananan Jindakitskulchai Angeline Tay Dinesh Patil





7. SETTING CONTENT BACK TO DRAFT

1. From the REVIEW step, Click on the ‘Edit Draft’ tab.

2. Scroll down to the Revision information section

a. Add message to Revision Log Message box if necessary

b. Update the moderation state to ‘Draft’ i. Note: You must toggle Moderation state to ‘Needs Review’ and back to ‘Draft’ in order

for Content Editor List to appear.

c. Select Content Editor from the drop-down [this will generate an email to the

EDITOR informing them the content has been moved back to draft]

d. Click ‘Save’





8. TRANSLATION SERVICES

All translation services for this website are done through Transperfect’s Global Link Drupal

Module. The User Guides for using the translation services have been provided as PDFs:

GLDRU_7.5.0_Adminstrator_Guide_v1.0.pdf

GLDRU_7.5.0_User_Guide_v1.0.pdf

https://drive.google.com/file/d/0BzSmJFswfISyVmRYUzRJNnZDT1k/view?usp=sharing

https://drive.google.com/file/d/0BzSmJFswfISyVmRYUzRJNnZDT1k/view?usp=sharing





9 – GLOSSARY AND TERMS

Term Definition

CMS Content Management System (CMS), in the context of a website, serves as a collection of tools that allow the creation, modification, organization, search, retrieval and removal of information.

Content The text, images, and other information on a web site. A single web site could contain many types of content, such as news items, product detail, industry detail, locations, resources and images.

Node A piece of content in Drupal, typically corresponding to a single page on the site that has a title, an optional body, and perhaps additional fields.

Moderation State

A state through which a node passes in order to become published.

Content Types Definition

Event Events could represents marketing events such as trade shows and exhibits; or new office locations for Houghton.

News Houghton news could include acquisitions, awards, new product launches, Executive leadership updates, and industry partnerships

Resource Resources can include PDS [Product Data Sheet], case studies, marketing brochures, white papers and articles, product brochures or manuals, technical tips, published papers, GHS product label samples, etc.

Product Detail A Product Detail Page will contain details about Houghton’s products, including product name, product description and features & benefits, primary application, sub-applications, and chemical compositions.

Moderation States

Definition

Draft The state of a node that is not viewable by visitors to the website. Content that is ‘work in progress’

Needs Review The state of a node that is not viewable by visitors to the website. The content is ready for moderation.

Published The state of a node that can be viewed by visitors to the website

Moderations FROM: TO:

Submit for Review DRAFT NEEDS REVIEW

Publish NEEDS REVIEW PUBLISHED

Reject NEEDS REVIEW DRAFT

Publish DRAFT PUBLISHED

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