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The Setup module adds the ability to have scripted, setup wizards which are run
automatically on the first access of a completed or upgraded site.

Think of it as a method of introducing a client to their new/updated site and
having them fill out required information that may not have been available at
the time of development, such as their Google Analytics tracking code or Twitter
account.

The module is intended for use by Developers as the creation of your setup
script is done in a profile/module/theme .info file, however the syntax is not
complex and could be attempted by an adventurous site builder.

REQUIRED MODULES

INSTALLATION

USAGE

Setup scripts are defined in a profile/module/theme .info file, using the
standard .info syntax, similar to that of the Profiler module/library.

The structure of a setup script has two parts:

  • Options

    Options allow you to define the behaviour of the Setup module, both
    aesthetically and functionally, but all options are optional.

    Here's an example of a Setup Options configuration:

    setup[options][finish_redirect] = welcome
    setup[options][show_cancel] = 0
    setup[options][style] = backdropsetup

    This will do the following:

    • Redirect to http://[www.yoursite.com/path/to/backdrop]/welcome on completion
      of the Setup script.

    • Not show a cancel/skip setup link during the Setup script.

    • Use the 'backdropsetup' Setup style during the Setup script.

    The available Options can be found below.

  • Steps

    The Steps are the guts of the Setup script, containing the type of content and
    the necessary settings for each Step of the Setup script.

    Here's an example of a Setup Step:

    setup[steps][theme][type] = theme
    setup[steps][theme][title] = Choose a theme
    setup[steps][theme][options][] = bartik
    setup[steps][theme][options][] = seven

    This will display a theme chooser Step allowing the set either the Bartik or
    Seven theme as their default site theme.

    Core Steps and their expected arguments can be found below.

    Additional Step types can be defined by modules using hook_setup_info().

Once you've configured your Setup script you need to set the source and put the
site into Setup mode. This can be done on the Maintenance mode settings page
(admin/config/developnent/maintenance) or done programatically (see the Setup
example module for an example).

Options

  • cancel_disable

    Whether the Setup module should be disabled upon the cancellation of the
    Setup script.

    Expects a boolean value.

    setup[options][cancel_disable] = 0

  • cancel_message

    A message to display to the user via backdrop_set_message() upon the
    cancellation of the Setup script.

    setup[options][cancel_message] = Setup has been skipped.

  • cancel_redirect

    Page to redirect user to upon the cancellation of the Setup script.

    setup[options][cancel_redirect] = <front>

  • finish_disable

    Whether the Setup module should be disabled upon the completion of the Setup
    script.

    Expects a boolean value.

    setup[options][finish_disable] = 1

  • finish_message

    A message to display to the user via backdrop_set_message() upon the
    completion of the Setup script.

    setup[options][finish_message] = Setup has been completed.

  • finish_redirect

    Page to redirect user to upon the completion of the Setup script.

    setup[options][finish_redirect] = node/1

  • maintenance_mode

    Whether to put the site into Maintenance mode for the duration of the Setup
    script.

    Expects a boolean value.

    setup[options][maintenance_mode] = 0

  • show_back

    Whether to show a 'Back' button during the Setup script, allowing the user to
    navigate back to previous Steps.

    Expects a boolean value.

    setup[options][show_back] = 0

  • show_cancel

    Whether to show a 'Skip setup' link during the Setup script, allowing the user
    to cancel the Setup script.

    Expects a boolean value.

    setup[options][show_cancel] = 1

  • show_steps

    Whether to show a list of steps, including the status of where the user is
    in the list.

    Expects a boolean value.

    setup[options][show_steps] = 1

  • style

    The name of the Setup style to use during the Setup script.

    By default the Setup comes with one style, backdropsetup, which is based on the
    Backdrop installation theme, but additional styles may be added in the future or
    alternatively you can define your own with hook_setup_styles().

    setup[options][style] = backdropapi

  • style_override

    Allows for certain CSS files to be disabled while the Setup script is running
    in the case that they interfere with Setup style.

    Options:

    • theme

      Disable all css styles defined by the active theme (default).

    • none

      Don't disable any css styles.

      setup[options][style_override] = theme

Steps

Steps are defined in the following style:

  setup[steps][step_name][type] = step_type
  setup[steps][step_name][title] = Step title
  setup[steps][step_name][help][markup] = <h1>Optional help markup</h1>
  setup[steps][step_name][help][filter] = filter_name

All steps require a unique identifier (step_name) and a type, however each Step
type will have it's own expected arguments to be defined.

The optional help markup can be used on all steps and will inject the markup
HTML, processed by the optional filter or filter_xss(), above the main content
of the defined step.

  • markup

    Used for the creation of basic informational or display Steps.

    Provides one required argument:

    • markup

      One unbroken line of HTML markup to be displayed on the page.

    Provides one optional argument:

    • filter

      The machine name of the filter to be used to process the defined markup. If
      no value is defined the markup will be processed with filter_xss().

      setup[steps][intro][type] = markup
      setup[steps][intro][title] = Welcome
      setup[steps][intro][markup] = <h1>Welcome to your new site</h1><p>...</p>
      setup[steps][intro][filter] = filtered_html

  • node_view

    Renders a Node via node_view().

    Useful for showing a large chunk of informational content without having to
    implement it all in the .info file, to demonstrate standard content types for
    the site or to allow editing of content via a inline editor (like Aloha).

    Provides one required argument:

    • nid

      The numerical Node ID for the Node to be rendered.

    Provides on optional argument:

    • view_mode

      The view mode (full, teaser, etc) to be used when rendering the Node.

      setup[steps][blog_posts][type] = node_view
      setup[steps][blog_posts][title] = Blog posts
      setup[steps][blog_posts][nid] = 1
      setup[steps][blog_posts][view_mode] = full

  • theme

    Provides the user with a Theme chooser step, allowing them to choose the
    default theme for their site.

    Provides one required argument:

    • options

      An array of theme machine names to provide as options.

      At least two values should be supplied.

      setup[steps][theme][type] = theme
      setup[steps][theme][title] = Choose a theme
      setup[steps][theme][options][] = bartik
      setup[steps][theme][options][] = seven

  Note: If you have the Libraries module enabled and the jQuery Cycle library
the theme chooser will utilize jQuery Cycle to provide a nicer
interface.

  • variable_set

    Provides an interface for setting the values of any defined variables.

    Useful for having the client set important values, such as their Google
    Analytics tracking code, their site name or even your own variables.

    Provides one required argument:

    • variables

      A keyed array of FAPI elements, where the key is the name of the variable.

      The nested config key is a required value for each variable and should
      provide the name of the configuration file where the variable is to be
      saved.

      Any other values defined on that key are FAPI elements used to generate the
      form.

      If no FAPI type is set the field will default to a Textfield.

      setup[steps][info][type] = variable_set
      setup[steps][info][title] = Site information
      setup[steps][info][variables][site_name][title] = Site name
      setup[steps][info][variables][site_name][required] = 1
      setup[steps][info][variables][site_name][config] = system.core

License

This project is GPL v2 software. See the LICENSE.txt file in this directory for
complete text.

Maintainers

Setup was written by Stuart Clark and is maintained by Stuart Clark (deciphered)
and Brian Gilbert (realityloop) of Realityloop Pty Ltd.

Current Maintainers on Backdrop: