Working with a new site (for Windows users)

Install Modules (outside Drupal)

1. Download from drupalmodules.com
2. Unpack (twice) using 7-zip or other unzipper / un-tar utility
3. Move the unzipped folder into sites/all/modules
4. Install taxonomy_menu for the functionality described here

Administer modules

1. Go to your drupal site's administer menu to Site Building > Modules
2. Turn on the appropriate modules that you need.
3. Turn off anything you aren't using to save memory (and simplify menus etc)

Create Roles

1. Go to the Admin menu at User Management > Roles
2. Notice that authenticated user and Anonymous User are already defined
3. Create the roles whose permissions you need to differentiate
   • Suggestion: start with Site Administrator and Editor at least so that the people allowed to add specialized content are differentiated from the merely authenticated user

Create custom Content Type

1. Content Management > Content Types
2. Add Content Type
   1. Submission Form Settings - name Title and Body the way you want them
   2. Workflow Settings - Decide whether you'll have a workflow or everything will be published automatically
   3. Comment Settings - decide whether and who can submit comments

Create Taxonomy

1. Content Management > Taxonomy
2. Add Vocabulary
3. Apply to correct Content Type (may need to Create Custom Content Type first)
4. Choose Multiple Select and Required (or whatever options you want)
5. Choose Taxonomy Menu,
• Menu -> select Primary Links
• Select Syncronise Changes, Hide Empty Terms so your links will grow as you add content associated with the various terms
6. Add Terms - don't forget Advanced Options
   • Use Parents for sub-terms
7. Save and then go to Create Content (using the custom type) to test out these settings.

Create Menus

1. Site Building > Menus > Settings
2. Choose Nav menu or Primary for content

Assign Permissions / Test with generated users

1. User Mgmt > Permissions - check off the permissions you want to grant using the most general term possible. So if editors, admin and authenticated can all do it, just choose authenticated.
2. To test users:
   1. Install Devel Module
   2. Enable module in Site Building > Modules: Devel + Generate for creating test users
   3. Site Building > Blocks put Switch Users in one of the Sidebars so you can use it
3. Don't forget to revisit this everytime you add or enable a module so the new functionality can be accessed by the different roles

Create Content

1. Nav menu > Create Content
2. Select the type of Content you want to add. If you can't find your custom content make sure this type of user has access in Users > Permissions