Using Open Outreach

Quick start

Open Outreach for Drupal 7 is provided as a fully packaged download, including all modules, themes, and plugins. To install, use one of the Open Outreach hosting options or:

  • Download the latest release from the Open Outreach download section.
  • Ensure you have sufficient PHP memory allocation. We recommend the following values:
    • memory_limit: 128M (or 256 if available)
    • max_execution_time: 120
  • Follow the regular instructions for installing a Drupal site.

Getting Open Outreach

There are several ways of getting going with Open Outreach:

Installing Open Outreach

Before installing, ensure you have sufficient PHP memory allocation. We recommend the following values:

  • memory_limit: 128M (or 256 if available)
  • max_execution_time: 120

See the common problems and solutions page on this site for details.

Once you have the Open Outreach code and database in place on a web server, you are ready to install.

  • Navigate to the URL of your new site.
  • Select Open Outreach as the install profile.  Click “Save and continue” button.
  • To date Open Outreach only comes in English, so at the language selection screen simply click “Save and continue” button. If you are wanting Drupal installed in a different language (recognizing that the Open Outreach and related Debut features interfaces may not yet be translated), you can see the instructions for downloading the translations before continuing to install by selecting the link "Learn how to install Drupal in other languages".
  • Next, you fill in the information about your site.  Enter the name of the database you created; the username for the database and the database password.
  • At this point the basic Open Outreach profile modules will be installed and enabled.
  • The next screen lets you select the Open Outreach features you wish to enable. You can choose from the subprofiles Standard, Community mapping, Membership or Custom which bundle certain commonly grouped functionality. With each, you can also choose to add or remove selected features.
  • On this screen you can also choose to have sample content and a contact form enabled (they are selected by default but can be unchecked if you do not want them.)
  • You will also be adding basic information about the site:
    • Give the site a name and an email address it can use.
    • Next create an “admin” account, giving it an email address and password.
    • Provide the default country for your site and a default time zone.
    • Click the “Save and continue” button.
  • The required modules for the features you have selected will be installed and enabled. This will take a few minutes.
  • Next, you'll be able to select one of several themes to use.
  • At this point Open Outreach needs to do a bit more to get everything set up, and the screen will tell you that this may take a few minutes. Click the Prepare site button.
  • The final screen will let you know that Open Outreach has successfully installed and you can click the button to "Visit your new site".

Initial Configuration

There is very little initial configuration that is required with your new Open Outreach site. The following configuration is recommended:

  • You should start by clicking the Configuration button in the toolbar, and selecting the Site information section.  Here you can configure the site name, slogan, and site email address.
  • If you did not do so during the install process, ensure that you have a default country selected. Under configuration, choose Regional settings.  If no default country is set, the calendars will often be off by one day.
  • Configure any Follow links for your site. Under Configuration, select “Site follow links". Insert the URL for any service you want to show, "follow us on". Save your configuration. If you want to change any of the configuration of "site follow" and "user follow" blocks do so by going to “Structure” and then “Blocks”.  For each block, you can select "Configure" and here choose the display, for example "Follow us" vs. "Follow site name".
  • Service Links is initially configured to show Facebook and Twitter links.  If you wish to change these providers or add additional providers, go to the Configuration page and then click “Service Links”.  Under the “Services” tab, check the services you wish to use, and rearrange their order.  Remember to save your configuration.
  • Under Configuration/Regional and language/Date and time (admin/config/regional/date-time), you an change the display of the time settings as you wish for either AM/PM for 24 hour clock. Even if you are satisfied with the time/date displays, click the save button to ensure the correct displays on the calendar page.
  • If you are using the Debut Member feature, you will be prompted to Rebuild your content access permissions. Click the Rebuild permissions link.
  • If you are using the Debut Location feature, you will likely want to configure the map zoom and centrepoint at Configuration/Regional and language/Debut Location map settings.
  • Blocks (usually appearing in the sidebar) are set using the Context module. If you want to change the placement of any of these blocks you should read the section Working with blocks.
  • Customize or delete the sample content.
  • Once your site is live, you should make sure that you turn off the display of error messages so that visitors to your site won't see them. They will  still be logged so that you can see them if something does go wrong. To change this setting go to: admin/config/development/logging. Change the error messages to display to none.