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CMU Web

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Managing Your Site

Master the Drupal CMS by learning more about basic tasks to keep your site in check, important configuration and content management tasks, and more.

Maintenance Tasks

Get detailed instructions on important tasks that will likely need done when managing your site. For example, learn how to rearrange your navigation if you add a new main page, how to clone pages and share draft links and how you can delete and restore pages.

The Mega Navigation is managed in one place—the Main Navigation menu. Let's walk through how to add links to the main navigation, add feature blocks to the mega navigation section and add links to a mega navigation section. 

Add Links to the Main Navigation

The main navigation links can be the overview pages for a mega navigation section or a standalone page, like the News & Events or Support links, shown below: 

Main navigation for the ETC.

  1.  Navigate to Structure > Menus > Main Navigation once you are logged in to your Drupal site. 
  2. Select the blue + Add Link button, located in the top right. 
  3. Fill out the information for the link: 
    1. Add the Link by typing and selecting a page title, typing the path for the page, or pasting a URL. 
    2. Add the Menu link title, which is the text shown in the navigation. 
    3. For external links, specify that you would like it to open in a new tab. Expand Attributes and select New window (_blank) as the Link target. 

Note: If you would like a standalone link, this is all you need to do. If you would like a mega navigation section, you need to also add links and an optional feature block. 

Add Feature Blocks to a Mega Navigation Section 

The feature blocks are great for calling attention to related content and helping to elevate important news or "proof points." 

Academics featured content section for CMU site.

  1. Navigate to Structure > Menus > Main Navigation once you are logged in to your Drupal site. 
  2. Edit an existing link or create a new one. 
  3. Under Featured Content, add the following information:
    1. Number (optional) 
    2. Title 
    3. Description
    4. CTA 
  4. For external links or documents, specify that you would like it to open in a new tab. Expand Attributes and select New Window as the Target
  5. Add Featured Media

Note: Featured Media for the featured content sections crop best when you use a 1:1 image. Use the rule of thirds to keep the content focus in the middle section. This will help keep your subjects in the frame, regardless of the screen used to view it or the number of links in your mega navigation section. 

Add Links to a Mega Navigation Section

Help group related content and elevate relevant content by including links in a mega navigation section. 

Links in the CMU Academics mega navigation section.

  1. Navigate to Structure > Menus > Main Navigation once you are logged in to your Drupal site. 
  2. Edit an existing link or create a new one. 
  3. Under Subnavigation Links, add the following information for each link: 
    1. Add the URL by typing and selecting a page title, typing the path for the page, or pasting a URL. 
    2. Add or edit the Link text. This is the text that will show in your mega navigation section. 
  4. For additional links, select Add another item and repeat 3a and 3b. 

Note: Write your link text in a way that supports browsing and information-seeking behaviors. Avoid redundant words and titles. 

Once your intial site navigation is set up and you begin adding pages that should live below a specific section of your site, you will need to edit the page's Menu Settings

To update your page's Menu Settings when editing a page, find the Menu settings drop down in the authoring sidebar. By default, the Provide a menu link button will be toggled off, meaning that the page you're working on will not be nested within a specific section of the site. 

First, toggle the Provide a menu link button on. Next, give your page a Menu link title — this is often just the page name or H1. Next, adjust the Parent link by clicking the drop down field. Here, you can pick a page for the new page to live under. 

In this example, we want a new Message from the President to live under the 2026 Messages page. 

Menu settings in Drupal.

Once you save the page, if you're working with a tertiary template, you'll see an In this Section sidebar automatically populate on the lefthand side. Your new page's title will appear under whichever section of the site you specified. If you'd like to remove the sidebar from this particular page, navigate to Structure > Menus > Main navigation - sidebar

Once on the Main navigation -sidebar page, find the title of the page you want to remove the sidebar on. If you have a large site, you can do a quick control + Find to locate the page. Uncheck the Enabled box beside the page. Click Save

Double check that the sidebar was removed by going back to the page and previewing. 

 

 

Toolbar

The toolbar at the top of the Rich Text editor contains options for assembling and editing content. You can fine-tune text and enhance content with images, links, media and tables.

  • Bold and italicize text 
  • Insert links 
  • Insert bulleted or numbered lists
  • Add iFrame embeds and tables
  • Add horizontal rules between paragraphs
  • Select between paragraph and heading options
  • Add styled intro text or buttons 
  • Align text or split into columns

Drupal Rich Text editor.

General Guidelines

  • Refer to the Drupal Image Specs guide to find cropping sizes for each paragraph and component type. 
  • Do not include spaces in the filename; use hyphens where appropriate such as scotty-dog.jpg
  • Drupal automatically compresses image files upon upload, so there's no need to manually compress the image beforehand. 

Uploading Images to Drupal 

  • When editing a paragraph type that has an image component, simply click the Add Media button when prompted. Then, click Choose File to upload the image from your local files. Finally, click Insert selected
  •  If you need to upload an image within a Rich Text component, simply click on the Insert Media icon in the editing tool bar. Then, click Choose File to upload the image from your local files. Finally, click Insert selected
  • You can also upload image(s) to the Media Library ahead of time so everything is already in the CMS before you begin creating a page. To do this, navigate to Content > Media > Add Media > Image. Then, click Choose File to upload the image from your local files. Click Save

Cloning a page is useful if you plan on reusing the same outline or template of an existing page.  

To clone an existing page, navigate to the Content library and find the page you'd like to clone. From here, click on the drop down arrow beside the Edit option. Click Clone

Cloning a page in Drupal.

From here, you'll be taken to a page pop up with a lot of toggle button options. Toggle on all of the "Clone entity" options so that the new page has all of the same content blocks as the page you want to copy. 

At the very bottom, be sure to also toggle on Take Ownership and update the moderation state to Draft so that the new page isn't automatically published. Click Clone

The new clone will appear at the top of the Content library with the word "- Clone" in the title. You can edit the page name as you edit the page. 

To rearrange the order of your page's paragraphs, simply navigate to the page's Content tab and you'll see a collapses view of all of the page's existing content. 

Then, use the drag and drop tool to rearrange the order of the page. In the example below, if you want to move the Horizontal Rule between the first Rich Text and the Bio Listings, click and hold on the dots to the left of the content block and drag it up into the desired position. Click Save

How to rearrange paragraph components in Drupal.

Delete a Page

  1. From the Content library, locate the page you'd like to delete. Then, click the Edit drop down arrow on the right. Select Delete.
  2. A pop up will appear to confirm you'd like to delete the page. Click Delete. This page will now be moved to the Trash folder. 

Deleting a page in Drupal.

Restore a Page

  1. If you'd like to move a previously deleted page back to your main Content library for potential re-publishing, navigate to the Trash tab at the far right of the Content library screen. 
  2. Scroll through the pages in the Trash to find the page you want to restore. Click Restore to the right. 
  3. A pop up will appear. Confirm the Restore action. 
  4. The restored page will now move to the top of your Content library. 

The Trash tab in Drupal's content library.

Restoring a deleted page in Drupal.

To save a Draft of a page, make sure the Current State of the page is set to Draft in the authoring sidebar. 

Click Save

If you’re working on a Draft of a new page, you’ll have the option to generate a shareable token to the draft page. This allows people who do not have access to Drupal to view the page with a staging link.

The Temporary unpublished access drop down in the authoring sidebar will only be available if you’re creating a new page that’s in a Draft state.

To generate a token, first expand the Temporary unpublished access option. Choose the Lifetime of the shareable link — you may only want people to access the link for a set period of time. Then, click Generate token. Once generated, a new line item will appear in the table above. Click the Copy button under Operations and paste the link into a new window to test. This link is now shareable to anyone who has it.

Share temporary access in Drupal.

  1. Edit a page. 
  2. In the authoring sidebar on the right, click on the Meta Tag dropdown. 
  3. Find the Description box below Basic tags
  4. Add your page's meta description to this box. If you'd like to add a specific meta title to the page, add it to the Page title field above the Description
  5. Save the page. 

 

  1. Edit a page. 
  2. In the authoring sidebar on the right, find the Thumbnail media picker. 
  3. Click Add media. Follow the prompts to add a photo.
  4. Save the page. 

A thumbnail image for page provides a visual preview on search engine results and other pages where the page may be linked, like in a News or Event listing paragraph component. If you'd like to use the page you're working on as a page result in the Finder, and you'd like each tile to have a photo, the thumbnail photo will be the image that's pulled into the Finder. 

Updating a page's URL alias is how you specify the intended URL of your page. If you don't update the URL alias field in the authoring sidebar, Drupal will automatically assign a URL structure which may not align with your site structure or strategy. It's important to double check your URL alias. 

To add a custom URL alias, locate the URL alias drop down in the authoring sidebar when editing a page. 

The Generate automatic URL alias toggle with be switched on by default. To update the URL alias, switch the toggle off and then update the URL alias field as needed. 

Note: If your page's URL needs to change in the future, you can update it here again and Drupal will generate an automatic redirect from the old URL to the updated URL. 

 URL alias editor in Drupal.

Uploading to the Library

You can upload multiple media types to the Media Library, including: 

  • Audio 
  • Documents
  • Images 
  • Remote Videos 
  • Videos 

To upload to the Media Library, navigate to Content > Media > Add Media and then select your intended file type. Next, click the Choose File button to select from your local files. Click Save

You can also Bulk Upload documents and images by navigating to Content > Media > Bulk Upload. Next, click the Choose File button to select from your local files. Click Save Media. For images, add alternative text for each. 

Editing the Library

Occassionally, you may want to go through your Media Library to clean out any outdated files or edit alternative text without finding each instance of the image on specific pages. 

To do this, navigate to Content > Media > Media Library. From here, you'll see a grid view of all of your media. To narrow your search, you can filter by file name, media type or published vs. unpublished. You can also delete files from the Media Library by clicking the X icon on a media file. To update alternative text, click the pencil icon on a media file. 

To upload a Remote Video, navigate to Content > Media > Add Media > Remote video

In the Video URL field, paste a YouTube or Vimeo link. Click Save. The video, originally hosted on either YouTube or Vimeo, will now be uploaded as a media file in your Media Library. 

You can now select this video as a hero image or full-width video embed on a page. 

 

Have an embed form that you want to appear on your page? If you have the embed code from your third-party form provider, this is super easy to achieve. 

To embed a form, edit a page and add an Embed Form paragraph type to the content of your page. 

In the Embed Form field, paste in the embed code and Save

Adding a jump link is very simple using Section IDs. 

When you create a new paragraph on your page, label it with a custom Section ID (ex: financial-aid). 

Section IDs in Drupal.

If you want to to add a jump link to this section from another piece of copy on the page, highlight the anchor text and click the Insert Link button. In the link field, simply type in #financial-aid, or whatever the approproate Section ID is. Save the page and test. 

Note: Adding a #section-ID to any link field, like the URL fields in a CTA editor within a paragraph type will also work. 

 

Bio listing pages are ideal for pages intended to introduce a number of faculty, staff or students. It's essentially a populated list that links out to individual bios. 

There are two steps to create a bio listing: 

  1. Create individual Bios/Faculty Profiles.
  2. Add a Bio Listing to a page. 

How to Create Faculty Profiles 

The CMS currently labels indidvidual bio pages as Faculty Profiles, but you can use the page type to create bio pages for staff and students as well. 

  1. Navigate to Add Content > Faculty Profile
  2. In the Header and tags tab, fill out all necessary fields like the person's name. Optional but useful fields include their designation (professional title), phone number, email, address, affiliated programs (links to existing program pages on your site) and a profile image (headshot). You may also add a tag if you've created Taxonomy for specific people. 
  3. In the Content tab, add their bio information. You can also add Accordions, Tables or another Rich Text box. 
  4. Double check the authoring sidebar to ensure the profile's Menu setting and URL alias is correct, and be sure to give it a meta description. You can also add their headshot as the page's Thumbnail — this is optional.  
  5. Repeat steps 1 - 4 for as many people as you need to pull into your Bio Listing on a page. 

Add a Bio Listing to a Page

Now that you have your Bio/Faculty Profiles built, you can now populate a Bio Listing which is a paragraph type that you can add to a page, including Secondary and Tertiary pages. 

  1. When editing content on a page, add the Bio Listings paragraph type. 
  2. Give the Bio Listing section a Title like "Meet Our Staff", for example. Optionally, you can also give it a Description to support the Title and section overall — this will appear below the Title and over the listings. 
  3.  Under Faculties, begin adding your people. Again, the people you add do not necesarily have to be faculty, but they must have a Faculty Profile created on your site to be searchable in this field. Type the person's name in and it will be auto-populating. Select the person's name to add. 
  4. Click the Add another item button and repeat for as many people as needed. 
  5. Optionally, you can select taxonomy from the Faculty Profile Taxonomy dropdown if you created faculty taxonomy to further filter your listings. 
  6. Select the desired layout — 3 or 4 column grids. 
  7. Select the desired number of initial rows to display before a visitor needs to load more — 1, 3 or 6 rows, or you may display all for larger lists. 
  8. You can toggle individual contact information to appear on or off. 
  9. Toggle on Dark Theme if desired. 

Creating News pages and News Listings on a page is simple. There are two steps to create a News Listing

  1. Have your site's News architecture set up in one of the following ways, or a combination of :
    1. A RSS feed URL
    2. Local news — Individual News pages living on your Drupal site
  2. Add a News Listing to a page. 

How to Add News Pages 

Drupal refers to News pages that are created in the CMS as Local News — this will be important when setting up your News Listing

  1. To add a News page, navigate to Content > Add Content > News
  2. In the Header and tags tab, add a hero image if applicable, a title and subtitle, publication date, byline, and Visual Taxonomy if necessary. Find more information on creating Taxonomy in Drupal in another other expandable section of this page — if you need to tag the News page with a specific Taxonomy, go to the authoring sidebar and click the Tagging drop down. Add necessary tags. 
  3. In the Content tab, add the News story content using Rich Text, Blockquotes and Split Columns
  4. News page types also have the option to add a Right Sidebar
  5. Double check the authoring sidebar to ensure the news story's Menu setting and URL alias is correct, and be sure to give it a meta description. You can also add a Thumbnail — this is optional.  
  6. Repeat steps 1 - 5 for as many news stories as you need to pull into your News Listing on a page. 

Add a News Listing to a Page

Now that you have your RSS feed link and/or your Local News pages built, you can now populate a News Listing which is a paragraph type that you can add to a page, including Secondary and Tertiary pages. 

  1. When editing content on a page, add the News Listings paragraph type. 
  2. Give the News Listing section a Title like "Latest News", for example. 
  3. From here, you have a few options to populate the News List: 
    1. Past in a RSS Feed URL 
    2. Add Local News using the search box by typing the News story title. It will auto-populate the News story for you to select. Select the story title to add.  Click the Add another item button and repeat for as many stories as needed. 
    3. Select from the News Taxonomy drop down if you have established a News Taxonomy on your site. 
  4. Toggle Show All News with Pagination on or off. Enable it to display all news with pagination or 'Load more' option. Disable to show only the latest 6 news items. If you're populating the News List using Local News, the setting will not apply — it will use 'Load more' if there are more than 6 items selected. 
  5. Toggle the Disable Images option on or off. Images from RSS feeds and Local News will not display on the page if toggled off.  

Creating reusable paragraphs on your site is an excellent way to streamline your work and create assets that need to be placed on several pages of your site — all with the click of a button. 

Any paragraph type, from Rich Text to Accordions to Image Carousels, can be created as a Paragraph library item. 

To add a Paragraph library item, follow these steps: 

  1. Navigate to Content > Paragraphs
  2. Click the blue + Add library item button in the upper righthand corner. 
  3. Label your Paragraph. This label is just a way to recognize your resuable component in the Paragraph library — it will not appear on the content itself. 
  4. Under Paragraphs, select the desired content type you'd like to build and build it as usual. 
  5. Once your reusable component is built, you can add an optional revision log — this may be helpful if you need to update this reusable with new dates or deadlines, for example, in the future. 
  6. Make sure Published is toggled on. 
  7. Click Save
  8. To add your resuable component to any page, edit the content on the intended page and select Add From Library as your content type. It will pull up a Reusable paragraph search field where you'll enter your reusable content label. Begin typing the label for the search bar to auto-populate the paragraph and select. 
  9. Save the page. 

Configuration Tasks

Learn how to use Drupal-specific tools and functionality, including setting up a RSS feed, creating a Finder and creating taxonomy so that you can tag pages, News stories and more. 

Right now, each Drupal site can have only one Finder. This feature can be slightly complex to set up and configure, so the University CMS team is happy to help your team set up a Finder. 

However, if you have access to set up a Finder, follow these steps. 

Initial Set Up 

  1. Navigate to Configuration > System > Finder Settings
  2. Enable the Finder with the toggle button. 
  3. Enter the desired URL for the Finder in the Finder Page URL field. 
  4. Add page labels like the Title and Subtitle that will appear above the search box, as well as the Breadcrumb Title
  5. Choose how you'd like Finder tiles to appear, either in Portrait or Landscape
  6. Select the appropriate Content Types you'd like to pull into the Finder (News, Finder Tiles and Tertiary). You may select more than one. Currently, these are the only page types that may be pulled into the Finder. 
  7. For any page you'd like to pull into the Finder, create a generic tag in your site's Taxonomy to help narrow the search results. This can be as simple as a tag called "Finder." Tag all of your applicable pages and/or Finder Tiles with this tag. 
  8. In the Filtering tag(s) field, add the generic tag that you created. 
  9. In the Taxonomy section, you can add up to 3 filtering cartegories. If you only need two, simply toggle on the hide button for one category. Add your filter labels in the appropriate Category fields. 
  10. Save configuration. 

Connect Filter Dropdowns to a Taxonomy List 

In order for your Finder filters to show the right information, you first need to connect a specific vocabulary list with the filter itself. With the current Finder setup, you must do so through a View

Important: Before you can connect a filter to a list, you must have created the Vocabulary list first. You can do so from Structure > Taxonomy > Add. Find more information on adding Taxonomy in another drop down list on this page. 

Connecting a filter dropdown to a taxonomy list.

  1. Navigate to Structure > Views once you are logged in to your Drupal site. 
  2. Edit the Taxonomy Terms List
  3. For each Category needed: 
    1. In the tab, select the relevant Category
    2. Under Filter Criteria, select Taxonomy Term: Vocabulary.
    3. Select the desired vocabulary list from the Taxonomy term types and select Apply
  4. Once finished, select Save, located at the bottom of the Displays configurations. 

Note: You can only select one vocabulary list per category. 

Configure Filters From Finder Settings

You can configure your filters before or after you connect them to Vocabulary lists. 

Configuring filters from Finder settings.

  1. Navigate to Configuration > System > Finder Settings once you are logged in to your Drupal site.
  2. Under Taxonomy, configure the following fields for each of your Categories: 
    1.  add a Category Label to act as your dropdown title on the Finder page. 
    2. toggle on Hide Category to remove the dropdown from your Finder page. 
  3. Scroll to the bottom of the page and select Save configuration

Creating Taxonomy on your site is an easy way to help you categorize and tag News stories, Finder tiles and pages, and more. 

To create Taxonomy, follow these steps:

  1. Navigate to Structure > Taxonomy 
  2. Once in the Taxonomy list, click the + Add Vocabulary button in the top right corner. Think of Vocabulary as an overarching category that will house multiple tags. For example, you may create a Vocabulary items called "News Taxonomy" and then create several tags within that Vocabulary to label your content (ex: Artificial Intelligence, Human Interest Story, etc.) 
  3. Once you've added your Vocabulary category, click into the category. From here, click the + Add term button in the top right. Begin adding individual tags. 
  4. Click Save

Advanced Tasks

If you need help adding Google Analytics to your site, please email the University CMS team for support

Web analytics, the measurement and analysis of website visitor data, is key to understanding how website visitors use your site. It can help identify the most important information that people are looking for, and determine areas of your website that need improvement. A successful website caters to the needs of its visitors, and web analytics is a powerful tool to identify those home run opportunities.

All CMS Sites Include Google Analytics. However, you must request Analytics access from your Andrew account first. Once you have access, don't worry about setting anything up — we've taken care of that for you! Quickly see how well your site is performing with a snapshot, or dive into the details to better understand your site visitors.

Get Started

  1. for your Andrew account and specify the CMS site(s) you would like analytics for.
  2. .
  3. In the platform’s header region, click on the dropdown menu that contains the subproperty followed by "360" (example: University Communications & Marketing 360). Navigate to your site within your GA4 subproperty. 
  4. Navigate to a report you want to view (pages and screens, user acquisition, etc.) and select the FILTER button at the top of your report. This opens a Conditions menu on the right, which allows you to modify and filter to your site.
  5. Select a Dimension value from the dropdown menu. To drill down to a specific site within your subproperty, select: Dimension, Match Type, and Value. To see the changes, click Apply.  

Google Analytics Reports

Within Google Analytics, reports are powerful tools that you can use to quickly gather information about site performance, discover how your site is performing in real-time or get more granular about your data. Whatever your data needs, make sure to leverage Google Analytics to make your websites more helpful and effective for your audience.

For our CMS users, we provide the premium version of this platform, Analytics 360, which gathers and processes more data.

Overview Reports

  • Reports Snapshot — The Reports snapshot provides you with a quick overview of all of your reports, and includes site traffic, page views and most common device types. Use reports snapshots to get a quick gauge of your site's performance.
  • Realtime Report — The Realtime report lets you see how your site has been performing within the last 30 minutes, allowing you to witness activity as it happens. Monitor your site traffic live after an email or social media post with realtime reports. 

Life Cycle Reports

  • Acquisition Reports — Find how both new and existing users come to your site with Acquisition reports. For example, users can arrive at your site in different ways, including direct link, email, social media or searching. Use these reports to ensure your content makes sense, no matter how people access your site. 
  • Engagement Reports — Find what site visitors do while they're on your site with Engagement reports. You can see forms of interaction, pages visited and time spent on pages. Determine how people are interacting with your site with engagement reports. 
  • Retention Reports — Retention reports tell you how long a site visitor engages with your site each day after their first visit. Discover how your audience engages over time with retention reports.

User Reports

  • User Attributes — User attributes reports tell you more about your site visitors, including locational information like geographic region and city. Ensure your content is optimized for your audience with user attributes reports. 
  • Tech — Tech reports help you to identify the technology that people use to access your site, including browsers, operating systems and device types. Make sure that your site accommodates your site visitors with Tech reports.

Get More Help

Frequently Asked Questions

Q: What do I need to know about Google Analytics 4?
A: Google Analytics 4 is the latest generation of Google's standard analytics platform, previously called Universal Analytics. When you access your analytics, you should see new subproperties. If you don't see your new subproperties let us know at it-help@cmu.edu. To learn more about Google Analytics 4, visit for self-paced training.

Q: What's the difference between Google Analytics 4 and Google Analytics 360?
A: Google Analytics 4 is latest generation of Google's standard analytics platform, and is offered for free. Google Analytics 360 is the paid version, and has higher limits for the data captured.

Q: I have set up my own Google Analytics using my personal Google account. Do I need to remove it?
A: No, you may continue to use your own installation of Google Analytics, however we recommend transferring the analytics from your personal Google account to your Andrew account. 

Q: I prefer to install Google Analytics using my own tracking code and have full management of the account settings. Is this allowed?
A: Yes, if the Google Analytics provided with your CMS site doesn't fully meet your needs, you may install your own Google Analytics tracking. Follow the steps provided for How to Use Google Analytics.

Q: What are the benefits of using the Google Analytics provided with my site versus installing it on my own? Can I use both?
A: Yes, you can use both! There are some of the major differences between the two options that can help you decide if installing your own tracking is the best fit for your web analytics needs. Historical data's default is your site's analytics will be recorded from the site launch date onward. For existing sites, data will go as far back as late in December 2020. User Permissions' default is that you'll be provided with

Q: Why am I seeing large spikes in my organic traffic?
A: These spikes may be from a variety of causes, but the two most common reasons for CMU sites are that a timely event triggers large volumes of keyword searches (for example, an event announcement in May will trigger a spike in searches around that event in May compared to other months), or it's due to backend processes on the email provider side, traffic from Gmail often shows up as organic. Since a large portion of the university currently uses Gmail, clicks on links in mass emails to the CMU community may sometimes show up as google/organic as the source/medium.