Guides & How To's

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Drupal CMS

  1. Can just anyone & everyone see the "admin" section in the sidemenu navigation and the top (black) admin menu bar?

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    • No. By default, all administrative functions and sections of the website can only be accessed by you, the "admin" user. To see what other people (someone who is not logged in) would see, click "Log Out" at the top right of your website, then go to your home page. Notice the admin section and admin menu now do not show, because you are not logged in as the "admin" user.
    • If you have the Ubercart Ecommerce module installed, when people buy a product on your site they will automatically be given a user account. This will enable them to log in to your website and they will be inherited the "authenticated user" role. To see and modify what permissions an authenticated user has, go to User Management > Permissions. By default, the "authenticated user" role has no administrative permissions.
      • By default, the differences between what they see when they log in (as authenticated user) to what you see when you log in (as admin) are the following
        • When a normal authenticated user logs in they will not see the "administer" section of the website (this includes the menu items in the side menu navigation as well as the top admin menu bar). These parts simly "do not appear" and are not accessible.
        • When a normal authenticated user logs in they will be able to access their "My Account" page where they can view their past order invoices, edit their contact information or passwords, etc.
    • It is possible to give other users the permission to view these sections of the site, but only if you grant them this permission by doing the following:
      • log in as "admin"
      • go to User Management > Roles and create a new Role for the new user(s). e.g. (sub-administrators)
      • go to User Management > Permissions and check the boxes under the column for the new role you created to grant permissions for the different items. By default, your initial "admin" account has ALL these permissions. Click Save when you are finished.
      • go to User Management > Users > List
        • find the user(s) you want to add to this new role and click "edit" under the "Operations" column.
        • scroll down to the roles section and check the box next to the roles you want to add this user to
        • scroll to the bottom and click "Save" Back to Top

  2. Controlling automatic image sizes (e.g. thumbnails in a photo gallery)

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    1. Automatic Image generation is very flexible with the Drupal CMS using ImageCache. Since the uploading of images to content types like a photo gallery is more automated, the images are automatically generated by the system based upon presets and "cached" for efficiency.  Copies of an originally uploaded image are generated with actions and cached for optimal performance while originally uploaded image is retained in full quality.
      1. Some examples:
        1. all images can be resized to be a fixed width while retaining aspect ratio (thus not cropped and height is adjusted proportionately).
        2. Images can be resized to an exact set of dimensions, ignoring aspect ratio.
        3. Images can be cropped based upon an offset
        4. Images can even be rotated or have a watermark added to them, etc…
        5. or any combination of the above with order affecting the end result
      2. To control this, visit go to Site Building > ImageCache. 
        1. This page shows you a list of the current presets (more can be created).  Typically, the “Thumbnail” preset is what is shown on a photo gallery page. The “large” preset is what is shown when the thumbnail is clicked on by a user viewing that page.
        2. Click on “edit” next to “thumbnail” to view the actions that are performed on images to create this size.
        3. Click the dropdown for “new actions” to see the actions you can perform on images.
        4. Feel free to experiment here- as these imagecache presets do no overwrite the original image.
        5. In my opinion and experience, image galleries are much more “readable” when at least all thumbnail heights are consistent (ideally all widths would be consistent as well, however this would require cropping of all your images). Thus, I would recommend at least having all thumbnail preset images scaled to the same height.
        6. For questions about ImageCache, contact us here Back to Top

  3. How do I edit / set the home page?

    1. You can set which page is the home page by doing the following:
      1. log in as the "admin" user
      2. go to Site Configuration > Site Information
      3. Scroll to the bottom of the page to the Default front page: section.
      4. Here you can enter whatever page you want to be the home page. This page must already exist before you can change this. Because it is a page within your site, you must use the "relative" path- in other words, only copy & paste what is after the "http://www.yourwebsitesdomain.com/" in the URL and put that in the box to set your home page. To find the URL of the page you want to make the home page, go to it and take note of the URL in the address bar of your browser.
        1. Here are a few examples:
          1. To create a static home page:
            1. go to Content Management > Create Content > Page
            2. fill in the title for this home page- Schweb recommends using keywords here instead of something generic. For example
              1. don't call your home page "Home Page" or "Welcome" - these are generic words that are on all websites.
              2. Call it something representative of your business, ideally using keywords you know will help get people to your website. e.g. "Website Design and Development" or "Cheap Sheds in Lancaster, PA" etc.
              3. Why is it important to use keywords here?
                1. because this title is wisely used by search engines - it is what shows in the tab of your browser window, it is what shows in search results, it shows n the meta data of your page, etc.
                2. because the words in the title of your page is one of the most significant search engine ranking factors (see item number 1 and 2 here: Search Engine Ranking Factors - SEOmoz.org )
            3. fill out all the information and body text as usual. When finished, click "Save."
            4. Now you will be shown the page you just created.
              1. if you "lose" the page you just created, you can always go to Content Management > Content > List to find it.
            5. COPY the RELATIVE URL of this page from your browser's address bar.
              1. only copy everything AFTER "http://www.yourwebsitedomain.com/"
                1. for example, if you page's URL is "http://www.yourwebsitedomain.com/website-design-development"
                2. only highlight and copy "website-design-development"
              2. How do I copy?
                1. If using Windows, click and drag your mouse pointer to highlight the entire URL. Right click the highlighted text and click "copy" or simply push CTRL + C on your keyboard.
            6. then go back to Site Configuration > Site Information and down to the Default front page: section and PASTE the relative url into this section
              1. make sure there is no "/" symbol preceding what you have pasted. In other words it should look like "website-design-development" rather than "/website-design-development"
              2. How do I paste?
                1. if using Windows, click to place your cursor in the field and right click and click "paste" or simply push CTRL + V on your keyboard
            7. click "Save configuration" and you're done! Now if you go to your home page it will autommatically take you to the page you created.
          2. If you have the Ubercart Ecommerce Module installed and want to make the Catalog the home page.
            1. Go to the Catalog page, and take note of the URL in the address bar.
            2. The URL should look something like this:
              http://www.yourwebsitesdomain.com/catalog
            3. so in the "Default front page: " section all you put is "catalog" (without the quotation marks)
            4. Also see the Ubercart Question: How do I add content to the homepage in addition to the Catalog? section below. Back to Top
    2. If you have the Ubercart Ecommerce module installed, see section Ubercart Question: How do I add content to the homepage in addition to the Catalog? below Back to Top

  4. Newsletters - Creating Issues, Sending, Subscribers

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    1. Create, List, & Edit Newsletters & Settings
      1. Go to Content Management > Newsletters > Newsletters > List Newsletters
        1. This will show you the newsletters you currently have on your system. 
        2. You can click “edit newsletter” for a current newsletter to change settings
        3. This is where you can control which website roles are automatically subscribed to the newsletter.
        4. You can also click “add newsletter” to create a different / new newsletter with different settings.
    2. View & Manage Subscribers
      1. You can also view / update / add subscribers to newsletters at Content Management > Newsletters > Subscriptions. This is where you can control which newsletter certain users are subscribed to.
    3. Create, Edit, & Send Newsletter Issues
      1. Once finished, go to Content Management > Create Content > Newsletter Issue.
        1. Here you can create a new newsletter issue for one of the newsletters you created or edited in step 1.  Be sure to choose the related Newsletter under the “Newsletter:” dropdown menu on this page.
        2. To control when the newsletter is sent, or send a test version, see the “Send Newsletter” section on this page.
        3. You can view past newsletter issues by going to Content Management > Newsletters > Newsletter Issues Back to Top

  5. Organizing the menu navigation structure.

    1. Log in to your website and go to Site Building > Menus > List Menus
    2. By default, your system is made up of 3 menus:
      1. Primary Links: This menu can be the "primary" menu for your users to navigate your website. By default, it is displayed as a horizontal menu in the top header section of your website. This menu supports hover dropdowns with submenu items. This menu is initially empty, but you can create and organize menu links manually for this menu.
      2. Secondary Links: this menu is "secondary" because it is less prominent than the primary menu. By default, it is displayed as a horizontal menu at the very top or very bottom of your site. This menu does not support hover dropdowns by default. This menu is initially empty, but you can create and organize menu links manually for this menu.
      3. Navigation Menu: this menu is the 'main' navigation menu for your content management system (CMS). This menu is automatically populated with menu items by the CMS (such as "administer" and "My account" and "Log out" once logged in). This menu is typically displayed in a sidebar (left or right of the main content area). This menu does not support hover dropdowns by default. You can also crete and organize menu links manually for this menu.
      4. ... you can also manually create other menus and use the system's block architecture to place it wherever you like within the design/layout
    3. Click the menu's name link to display that menu's link hierarchy. For this example, click “Primary Links".
    4. To add a new menu item:
      1. The easiest way to add a new menu item corresponding to a certain page is on the page itself.  To do this go to the page you want the menu item to link to, and click Edit.
        1. Scroll down to and click to expand the “Menu Settings” section.  Here you can set the menu link title and parent item for the menu item. Be sure to choose the parent item from within the menu you want to add this menu item to. The "Parent Item" is the menu item that THIS menu item will be a "submenu item" of. If you choose the top-level Menu name, it will be on the top-level of the menu structure.
          See the following example structure:
          1. <Primary Links> <--- the menu name
            --Home <--- "top-level menu item"
            --Forms <--- "top-level menu item" and "parent item"
            ----Application Form <--- "child item of 'Forms'"
            ----Tax Form <--- "child item of 'Form'"
        2. This is synchronized directly with what is set at Site Building > Menus > List Menus > Primary Links
      2. You can also manually add a menu link
        1. Go to Site Building > Menus > List Menus > Primary Links
        2. Click “add item” on the top left of the main content area and fill out the information on that page (read all help text on that page where possible).
        3. You can create a menu item pointing to any web page you want - whether it's a page, blog post, product, forum topic, web form, category view, photo album on your own website or another website's webpage - all you need is the URL.
        4. For example, if you wanted to create a menu item linked to the Contact page. The URL of your contact page is http://www.yourdomain.com/contact. So when entering the "Path", simply enter "contact", as this is the URL with the preceding "http://www.yourdomain.com/" excluded.
        5. Be sure to choose the “parent item” you want this menu item to be a child of.
    5. To edit menu items:
      1. Go to Site Building > Menus > List Menus > Primary Links
      2. Click “edit” next to the menu item you want to edit.
      3. When editing the “Path” for the menu item, be sure to exclude the "http://www.yourdomain.com/" part of the URL.  To find the URL of the page you want to link to, you can go to that page and copy past the URL from the address bar of your browser.
        1. For example, if you wanted to create a menu item linked to the Contact page. The URL of your contact page is http://www.yourdomain.com/contact. So when entering the "Path", simply enter "contact", as this is the URL with the preceding "http://www.yourdomain.com/" excluded.
      4. It is also possible to edit the menu item corresponding to a certain page on the page itself.  To do this go to the page you want the menu item to link to and click Edit.
        1. Scroll down to and click to expand the “Menu Settings” section.  Here you can set the menu link title and parent item for the menu item.
        2. This is synchronized directly with what is set at Site Building > Menus > List Menus > Primary Links
    6. To reorder menu items:
      1. Go to Site Building > Menus > List Menus > Primary Links
      2. Left-Click and hold the “crosshair” icon to the left of the menu item you want to move
      3. Drag the item UP or DOWN to move it in relation to the other menu items on it’s same “level”
      4. Drag the item LEFT or RIGHT to move it down or up a level.
      5. For example, if you want “Application Form” to be a sub-menu item of “Forms”, drag it down to be underneath “Form,” then to the right to be a submenu item of “Form”
      6. NOTE: for the dropdown menu effect to work, ensure “Expanded” is checked for the “parent item” of any menu item that has submenu items that you want to have a dropdown menu.  E.g. “Form” must have “expanded” checked for “Application Form” to drop down.
    7. To delete menu items:
      1. Go to Site Building > Menus > List Menus > Primary Links
      2. Click “delete” next to the menu item you want to delete Back to Top

  6. How to replace & add images to a page or blog post?

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    1. Login at yoursite.com/user
    2. Go to the page you want to edit the images on
    3. Click "Edit" at the top left of the page content area
    4. To add an image:
      1. Scroll to the “Body” section; within the “Body” section, scroll to an image you want to replace
      2. Left-click to place your cursor where you want to place the image.
        1. I recommend placing your cursor at the beginning of a paragraph
        2. Note that the image then will be inserted wherever you place your cursor, then it can be floated to the left or right of the adjacent content.  Thus, it is ideal to place your cursor at the beginning of a paragraph if you want to float the image left or right.
      3. Click the “Image” button from the Body menu, it is on the top row of buttons near the center (you can hover your mouse over the buttons to see their “name”).
      4. This will open up the “Image Properties” window. 
      5. To insert an image from another website, simply retrieve the URL of that image and paste it in the URL field
      6. See section “to select or upload an image” below
    5. To replace an image:
      1. Scroll to the “Body” section; within the “Body” section, scroll to an image you want to replace
      2. Left-click to highlight the image you want to replace
      3. Right-click on the image and choose “Image Properties”
      4. The “Image Properties” window will pop up. 
      5. See section “to select or upload an image” below
    6. To select or upload an image
      1. Click “Browse Server” to the right of URL to choose or upload a new image
      2. Now the “File Browser” window will pop up.  In the left hand pane, click on the “images” folder to navigate to that folder.  Next click the folder corresponding to the name of your page (these folders are created automatically by the system. If you would like to rename/delete/add folders for better organization of your images & files let me know - contact here )
      3. In the right pane, you will see a list of your file names and thumbnail previews for small images.  Click the file name(s) to preview the image(s) in the bottom pane.
      4. If your image hasn’t already been uploaded to the server, click “Upload” at the top left of this “File Browser” window.  Click browser to find the image you want to upload on your computer and click “Upload”
        1. Note: You can check Small, Medium, or Large to create thumbnails on-the-fly after uploading this email.  Note that these thumbnails, however, will be auto-cropped to fit 1x1 aspect ratio.  I recommend using the “Resize” button to resize your images to thumbnail sizes without cropping.
      5. Once your image is uploaded, you will see it listed in the right pane.  If your image is too-large to fit nicely within your copy, you can resize it. 
        1. To resize an image, highlight the image and click “Resize” at the top left of this “File Browser” window.
        2. Enter the width or height in pixels you want to constrain your resized image to.  Then place your cursor in the other dimensions box and the proportionally correct pixel value will be automatically entered (e.g. if you enter 300px for width, place your cursor in the box for height and it will be filled in automatically).  Ensure “Create a new image” is checked so the system will not overwrite your originally uploaded larger version of the image. Click “Resize.” 
        3. Now you’ll notice a new file with the same name appears with a “_#” appended to the end.  This number appended to the end corresponds to the number of times the original was resized.
      6. Once you have the image you want to insert highlighted, click “Insert file” or on the picture itself in the bottom pane.
      7. You will now return to the “Image Properties” window and it should reflect your new image. For more information on editing image properties, see the "Editing Image Properties" section.  When finished editing Image Properties, click “OK”
    7. Editing Image Properties
      1. Within the “Image Properties” window:
        1. Adding a link to an image:
          1. Go to the “Link” tab.  Click browse server to find or upload the image you want this image to link to.  If you choose a page (rather than an image) make sure a Lightbox style is not selected for the image. 
        2. Alternative Text and Advisory Title
          1. When editing the “Image Properties” for the image you have inserted, we highly recommend entering a descriptive caption in the “Alternative Text” field as well as the “Advisory Title” field under the “Advanced” tab.   This is how Google knows what the image is and can help with search engine optimization. 
        3. Alignment:
          1. If you would like the image to float to the left or right of the copy it has been inserted before, select this option under “Align.”
          2. Note that this will not add any margin padding  or border around the image.  To add margin padding, enter a number for Hspace. To add border, enter a number for Border.
      2. Outside the “image properties” window, when editing the “Body” content.
        1. Adding a link to an image.
          1. Left-click the image to highlight it, then click the “Link” icon.  This is on the first row of buttons near the middle.  Hover your mouse over the icon to see it’s “Name.”
        2. Preset Styles:
          1. Some image alignment / style presets have been created for easy and consistent adding of borders and margins.
          2. To add one of these to an image, left-click the image to highlight it, then click the “Styles” dropdown menu.  This is the second row of buttons  and the 4th dropdown from the left. 
          3. Here are the preset styles explained (more can be created):
            1. Image border
              1. This adds a simple border and margin-padding around the image. 
              2. image border left, image border right
                1. same as above but floats the image left or right respectively
            2. Lightbox, lightbox left, lightbox right
              1. This adds the same border and margin-padding as the “image border” variations above, but it adds the “lightbox” functionality if you like the image to a larger version of itself.  If you have lightbox selected, it will popup/fade-in on the same page, rather than opening a new window.
              2. This is only useful if the image is linked to another image.  Do not use this if the image is linked to another page.
            3. if you would like more presets created for easy style updates across pages, contact us here Back to Top

  7. How to replace and add images to an image gallery or photo album?

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    1. Go to the gallery page you want to edit and click “Edit”. If you do not yet have a gallery page, contact us and we can help you right away.
    2. Scroll down to the Images section.
    3. To upload multiple images at once:
      1. click on the “Select Images" icon on the left below the “Images” heading to upload pictures.  It looks like an image with a “ + “ symbol on it. 
      2. in the box that pops up, browse your computer to the folder with images you’d like to upload.  Here you can select as many images as you’d like to upload at once. (click and drag around images to highlight, or hold CTRL or SHIFT while selecting images) Click OPEN to select the images. You’ll see the images “queued” in a list now. If you’d still like to add more images (e.g. from another folder) click the “select Images” icon again and repeat the process
      3. Once you are ready, click “Upload Images”
      4. You can then scroll up to view the list of queued images and the progress of each one as it gets uploaded to the server. 
      5. Once all the images are finished uploading to the server, click “Next Step”.  Here you could add captions, etc to each image, and when finished click “Done editing” at the bottom of the page.
      6. Once you do that you will be taken back to your page.  At the top you can click EDIT and go through and add to the body of your gallery, add captions (recommended for SEO) to all images, and add/delete images from the gallery
    4. To upload one image at a time
      1. Scroll to the “Photos” section
      2. Click Browse and find the image you want to upload, then click “upload.” Once the progress bar has completed the image thumbnail should be shown and you can enter the Alt Text and Title for the image.  This is recommended for SEO.
    5. To remove images:
      1. You can delete an image from the gallery entirely by scrolling down to the “photos” section and choosing “Remove” for the image you want to delete.
      2. You can “unlist” an image from the gallery by unchecking “List” for the image you want to unlist.  This doesn’t delete the image from your gallery as the administrator, but it will not appear for users viewing the gallery. Back to Top

  8. Tips for editing page content with the rich-text editor.

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    Let us know and we'll install it!
    1. To indent a paragraph, line, heading, or list item- highlight it and click the “Increase Indent” button (or “decrease indent”).  The “tab” button doesn’t work within the editor.
    2. To remove automatic line spacing and other default paragraph behavior (such as indentation of first line) for text, choose “Normal (DIV)” from the element dropdown, rather than “Normal”
    3. To create a line break without creating a new paragraph or heading or div element (whichever element you’re currently typing within), hold SHIFT and push ENTER.  This simply adds a “line break” and allows you to continue typing within the same element (e.g. heading), rather than starting a new element (e.g. paragraph).
    4. You can right click text to see spelling suggestions.  Also, you can right-click links to edit the link.
    5. Sometimes after a lot of style modifications to an element (like text or an image), the modifications start effecting eachother (cascading, in a sense); because of this, it is possible to add "too much" styling to an element, causing confusing results when trying to modify it. To solve this problem, it is best to keep things simple. It also helps to remove formatting for any given element by highlighting it and clicking the "Remove Format" button in the rich text editor menu (this looks like an eraser icon). This creates a "clean-slate" for that element and allows you to start from scratch with styling it. Back to Top

  9. How to upload an audio clip or video clip to a page, blog post, or product

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    Let us know and we'll install it!
    1. Go to edit a page or product
    2. Scroll down the to “media” section. If you don't have this section, contact us here and we will enable it for you.
    3. Here you can browse your computer and select the file(s) you’d like to upload. You can upload as many as you want per page or product. Once selected, click “Upload”. To upload more files, click "add another item" and repeat this process.
    4. Save the page!
    5. The system will automatically choose the correct type of player (audio vs. video) based on the file you upload
    6. By default, the system is currently set and tested to play
      • Audio formats: mp3
      • Video formats: flv
      • It may work with others, let us know if you need to have it play other formats as well
    7. If you want to remove an audio or video file, simply go to edit the page/product and choose “remove” next to that file you want to delete
    8. Also, the audio or video files you embed can be shown with a download link. By default it is NOT shown with a download link. Back to Top

Ubercart e-Commerce

  1. How do I add content to the homepage in addition to the Catalog?

    Don't have this feature yet?
    Let us know and we'll install it!
    1. The following is assuming you have already followed the instructions to set the Catalog as your home page (see How do I edit the home page?)
    2. This can be done easily using Drupal's handy block system. Go to Site Building > Blocks > List
    3. Notice the areas now outlined by dotted lines. (e.g. Preface Top, Preface Bottom) These are "block regions." These are areas on your layout where you can tell certain "blocks" of content to show. Consider these different regions to decide where you'd like your new block to appear once you have created it. There are some blocks on your site already...
    4. Scroll down to the heading "Blocks". This displays the blocks that are created on your site-
      1. the blocks that are enabled are shown listed within the block region they are set to.
      2. the blocks that are not enabled are shown closer to the bottom under the heading "Disabled"
      3. You can move blocks to other regions and modify their order by:
        1. clicking and dragging the arrows to the left of it up & down
        2. or by selecting a different "Region" in the dropdown menu for that block in the "Region" column.
    5. To create a new block, click "add block" near the top of the page
      1. Scroll down to the "Block Specific Settings" section.
      2. In this case, this block is for home page content. So in "Block description" put "home page content"
      3. you can leave "Block title" blank
      4. Fill in the "Block body" section just like a normal page with whatever content you'd like.
      5. under "User Specific Visibility Settings", under "Custom visibility settings" check "Users cannot control whether or not they see this block" because in this case we want everyone to see this homepage content.
      6. under "Page Specific Visibility Settings", under "Show block on specific pages" check "Show only on the specific pages" because in this case we only want this block to show on the home page.
        1. under "Pages" type "<front>" (without the quotations marks). This will set this block to only show on the front page, regardless of what page you set to be the home page (see How do I edit/set the home page?
      7. click "Save block"
    6. Add the block you just created to the region of your choice.
      1. Once back on the Site Building > Blocks > List page
      2. Scroll down to find the block you just created. It should be under the "Disabled" heading since you just created it. In this case we called the block "Home page content"
      3. Select the region you'd like to assign this block to from the "regions" dropdown menu to the right of this block. For this example, lets choose "preface bottom".
      4. You must scroll to the bottom and choose "Save Blocks" before these changes take effect.
    7. You're done! Now go to the home page and you will see the "Home page content" block you just created displayed in the "Preface Bottom" block region as previewed on the Site Building > Blocks > List page!
    8. To edit this block:
      1. hover your mouse over this block region and click the gear icon that shows
      2. or go to the Site Building > Blocks > List page and click "configure" next to the block you want to edit.
      Back to Top

  2. How do I add categories to my Catalog?

    1. Go to Content Management > Taxonomy > List
    2. click "list terms" next to the "Catalog" vocabulary
    3. Click "add term" near the top of the page.
    4. Enter "Term name"
    5. Click "browse" under "Image" to upload a picture- this is recommended as it is the image that will show in the Catalog for that category- but this is not required.
    6. If you'd like this category to be a sub-category of another category, click "Advanced Options" and select the parent category(ies) under "Parents:". You can also do this by reordering the categories from the Content Management > Taxonomy > List page ...
    7. Click "Save" and you are done! This new category will be available to add a product to when editing all products or creating any new products.
    8. To reorder your category's, click the arrows to the left and drag them up, down, left, or right on the Content Management > Taxonomy > List page.
    9. NOTE: although you have created categories under Content Management > Taxonomy > List, they will not show up under the Catalog until there is at least one product that has been created and added to that category.  This is the case so that customers aren’t misled into categories and subcategories only to find no products to buy there. If you create a product and add it to one or more of your categories (and/or subcategories), they will reappear as expected in the catalog. See the How do I add products to my Catalog? section.
    Back to Top

  3. How do I add products to my Catalog?

    1. go to Content Management > Create Content > Product
    2. Fill in and select the Product name, description, Catalog categories, images, SKU, pricing information, dimensions, weights, etc as desired.
    3. when finished click "Save". If you'd like to save and continue editing, click "Save and continue."
    4. To add attributes, optoins, SKU adjustments, downloadable files, and stock tracking to your product, you must edit the product....
    5. to edit the product, click "edit" near the top of the products page (or if you've already clicked "save and continue")
      1. You will now see options for "attributes," "options," "adjustments," "features," and "stock." Select the respective item you'd like to edit.
    6. If you forget to add a product to a category in your Catalog, go to Store Administration > Products > Find Orphaned Products to list any products that haven't been assigned to a Catalog category (and thus are not automatically showing in your store). Simply click the link to the product(s) in the list and click "edit" for that product to add it to a Catalog category(ies).
    Back to Top

FTP - We recommend using the free Filezilla Client for File Transfer Protocol

  1. How to use Filezilla to upload/download files to/from your FTP folders

    • In a nutshell…

      1. Download and install Mozilla Filezilla FTP Client from http://filezilla-project.org/download.php?type=client
      2. Open the program, go to File > Site Manager, create a new site, add your Host, Username, and Password, and click connect.
      3. View your local computer’s files in the left pane and your remote FTP folder’s files in the right pane.  Right click on a highlighted file, folder, or files in one pane to download or upload to the shown location in the opposite pane. Back to Top

    • In detail…

      1. Make sure Mozilla Filezilla FTP Client is installed on your computer.  If it is not go here: http://filezilla-project.org/download.php?type=client
      2. Open the program (look for the red square icon with a white Fz on it)
      3. At the top left click the down arrow next to the little computer symbol and select the site designated for Pine Creek FTP.  This will connect you to the FTP Server. 
        1. If you do not see a site in the list for the PCS FTP location you can set it up by doing the following:
          1. Click File > Site Manager
          2. Click new site, notice a new entry under “Select Entry:” on the left has been created and is highlighted, so type the name you want to designate your FTP folder.  You can always rename a site by clicking it to highlight it and clicking “Rename” below the “Select Entry:” area.
          3. Now to the right next to “Host:” type the address of your server
          4. Next to “Servertype:” select “FTP – File Transfer Protocol”
          5. Next to “User:” type your username
          6. Next to “Password:” type your password
          7. Now simply click OK or Connect at the bottom left
          8. This will store your information in the dropdown site list for access next time, without retyping all the information.
      4. Once you have successfully connected to your FTP folder the top section will say “Directory listing successful”
      5. Now, below the top pane, …
        1. The 2 panes on the LEFT are a listing of directories and files on your local computer. 
          1. The top pane lists only directories
            1. You can click a directory in the top pane ONCE to list the contents of a directory in the BOTTOM pane.
          2. The bottom pane lists contents of only the directory you have selected in the top pane- listing both directories and files.
            1. You can also DOUBLE CLICK a directory in the bottom pane ONCE to list the contents of that directory in the BOTTOM pane.
            2. You can go up a directory level by DOUBLE clicking the topmost directory called “…”
        2. The 2 panes on the RIGHT are a listing of directories and files on your FTP website folder.
          1. Again the top pane lists only directories
            1. Again You can click a directory in the top pane ONCE to list the contents of a directory in the BOTTOM pane.
          2. And the bottom pane lists contents of only the directory you have selected in the top pane- listing both directories and files.
            1. Again You can also DOUBLE CLICK a directory in the bottom pane ONCE to list the contents of that directory in the BOTTOM pane.
            2. Again You can go up a directory level by DOUBLE clicking the topmost directory called “…”
        3. The bottom most pane that stretches the whole way across displays the files currently transferring
      6. To upload files
        1. browse for the files you want to upload in the LEFT pane
        2. then browse for the folder you want to upload them to in the RIGHT pane
        3. highlight the file(s) or folders you want to upload in the LEFT pane, right click the highlighted file(s) or folders and click “Upload” to upload them to the folder you have selected on the RIGHT pane
      7. To download files
        1. Browse for the files you want to download in the RIGHT pane
        2. Then browse for the folder you want to download them to in the LEFT pane
        3. Highlight the file(s) or folders you want to download in the RIGHT pane, right click the highlighted file(s) or folders and click “Download” to download them to the folder you have selected in the LEFT pane. Back to Top

Picasa

  1. How to resize pictures using Picasa.

    1. Go to www.picasa.com and download and install the Picasa program
    2. Once installed, open the program and follow the instructions for searching your computer for pictures
    3. Once finished, find the images, or folder of images you would like to resize, using
    4. Click the FOLDER in the folders pane, or click and highlight the Image or Images you would like to resize.
    5. Click File
    6. Click Export picture to folder
    7. TAKE NOTE of the export location or click browse to decide where to put the resized pictures
    8. Enter the name your exported folder
    9. Next to “Image Size:” make sure “Resize to” is selected and enter 800 pixels (this should be just fine for uploading images to the website, but you can use different size if you like)
    10. Click Export
    11. When the process is finished you can upload these resized images to the website. Back to Top

Postini Spam Filter

  1. How to manage blocked senders

    Don't have this feature yet?
    Let us know and we'll install it!
    1.  Go to https://login.postini.com and login
    2. Go to your Message Center
    3. Click on “My Settings” at the top right of the page.
    4. Click on “Block Senders” in the “Junk Settings” section
    5. On the left, under “Block Senders” put specific email addresses (separate one per line)
    6. On the right, under “Block Domains” put domains to block any email address from that domain
    7. More information:
      1. See https://mc-s9.postini.com/app/msgctr/help/block_sender_senders
      2. and https://mc-s9.postini.com/app/msgctr/help/block_sender_domains Back to Top

  2. How to manage junk filter strength

    Don't have this feature yet?
    Let us know and we'll install it!
    1. Go to https://login.postini.com and login
    2. Go to your Message Center
    3. Click on “My Settings” at the top right of the page.
    4. Click on “Manage Junk Filters” under the “Junk Settings” section
    5. Under “Overall Junk Filter” select the strength you prefer.
    6. Visit https://mc-s9.postini.com/app/msgctr/help/junk_filter_set_overall for more details Back to Top