diff --git a/docs/quick-start.md b/docs/quick-start.md index b657d28a..12a896a2 100755 --- a/docs/quick-start.md +++ b/docs/quick-start.md @@ -1,34 +1,10 @@ # Quick Start +Netlify CMS is adaptable to a wide variety of projects. The only inflexible requirement is that your site content must be written in markdown, JSON, YAML, or TOML files, stored in a repo on [GitHub](https://github.com/). (If you're partial to another Git hosting service, check out the PRs in progress for [GitLab](https://github.com/netlify/netlify-cms/pull/517) and [Bitbucket](https://github.com/netlify/netlify-cms/pull/525) support.) -There are many ways to add Netlify CMS to your static site. This guide will take you through one of the quickest methods, which takes advantage of Netlify's hosting and authentication provider services. - -## Storage and Authentication - -Netlify CMS relies on the GitHub API for managing files, so you'll need to have your site stored in a GitHub repo. (If you're partial to another Git hosting service, you can file a [feature request](https://github.com/netlify/netlify-cms/issues), or [help us add it](https://github.com/netlify/netlify-cms/blob/master/CONTRIBUTING.md).) To connect to the repo and make changes, the app needs to authenticate with the GitHub API. You can roll your own service for doing this, but we're going to use Netlify in this example. - -### Hosting with Netlify - -In order to use Netlify's authentication provider service, you'll need to connect your site repo with Netlify. Netlify has published a general [Step-by-Step Guide](https://www.netlify.com/blog/2016/10/27/a-step-by-step-guide-deploying-a-static-site-or-single-page-app/) for this, along with detailed guides for many popular static site generators, including [Jekyll](https://www.netlify.com/blog/2015/10/28/a-step-by-step-guide-jekyll-3.0-on-netlify/), [Hugo](https://www.netlify.com/blog/2016/09/21/a-step-by-step-guide-victor-hugo-on-netlify/), [Hexo](https://www.netlify.com/blog/2015/10/26/a-step-by-step-guide-hexo-on-netlify/), [Middleman](https://www.netlify.com/blog/2015/10/01/a-step-by-step-guide-middleman-on-netlify/), [Gatsby](https://www.netlify.com/blog/2016/02/24/a-step-by-step-guide-gatsby-on-netlify/) and more. - -### Authenticating with GitHub - -In order to connect Netlify CMS with your GitHub repo, you'll first need to register it as an authorized application with your GitHub account: - - 1. Go to your account **Settings** page on GitHub, and click **Oauth Applications** under **Developer Settings** (or use [this shortcut](https://github.com/settings/developers)). - 2. Click **Register a new application**. - 3. For the **Authorization callback URL**, enter `https://api.netlify.com/auth/done`. The other fields can contain anything you want. - -![GitHub Oauth Application setup example](/img/github-oauth.png?raw=true) - -When you complete the registration, you'll be given a **Client ID** and a **Client Secret** for the app. You'll need to add these to your Netlify project: - - 1. Go to your [**Netlify dashboard**](https://app.netlify.com/) and click on your project. - 2. Click the **Access** tab. - 3. Under **Authentication Providers**, click **Install Provider**. - 4. Select GitHub and enter the **Client ID** and **Client Secret**, then save. +In this guide, we're going to assume you're using a [static site generator](https://www.staticgen.com/), like Jekyll, Hugo, Hexo, or Gatsby. ## App File Structure -All Netlify CMS files are contained in a static `admin` folder, stored at the root of the generated site. Where you store this in the source files depends on your static site generator. Here's the the static file location for a few of the most popular static site generators: +All Netlify CMS files are contained in a static `admin` folder, stored at the root of your published site. Where you store this folder in the source files depends on your static site generator. Here's the the static file location for a few of the most popular static site generators: These generators ... | store static files in --- | --- @@ -38,9 +14,9 @@ Hexo, Middleman | `/source` Spike | `/views` Notes: -- Gatsby treats the `static` folder more strictly when you are using `gatsby develop` and will not render the admin page if you go to `/admin` like the other generators. Instead, you must go to `/admin/index.html`. When you actually build the site with `gatsby build`, it should resolve correctly. +- Gatsby treats the `static` folder more strictly and will not render the admin page as the other generators. You will have to make a [page component](https://www.gatsbyjs.org/docs/building-with-components/) containing the necessary scripts of the Netlify CMS app in the admin page. However, the `config.yml` file (described below) can be placed in the `static` folder as with other generators. -If your generator isn't listed here, you can check its documentation, or as a shortcut, look in your project for a `CSS` or `images` folder. They're usually processed as static files, so it's likely you can store your `admin` folder next to those. (When you've found the location, feel free to add it to these docs by [filing a pull request](https://github.com/netlify/netlify-cms/blob/master/CONTRIBUTING.md)!). +If your generator isn't listed here, you can check its documentation, or as a shortcut, look in your project for a `css` or `images` folder. The contents of folders like that are usually processed as static files, so it's likely you can store your `admin` folder next to those. (When you've found the location, feel free to add it to these docs by [filing a pull request](https://github.com/netlify/netlify-cms/blob/master/CONTRIBUTING.md)!) Inside the `admin` folder, you'll create two files: @@ -60,11 +36,13 @@ The first file, `admin/index.html`, is the entry point for the Netlify CMS admin Content Manager - + + - + + ``` @@ -79,15 +57,14 @@ Because we're using GitHub and Netlify for our hosting and authentication, backe ``` yaml backend: - name: github - repo: owner-name/repo-name # Path to your Github repository - branch: master # Branch to update + name: git-gateway + branch: master # Branch to update (optional; defaults to master) ``` -This names GitHub as the authentication provider, points to the repo location on github.com, and declares the branch where you want to merge changes. If you leave out the `branch` declaration, it will default to `master`. +These lines specify your backend protocol and your publication branch. Git Gateway is an open source API that acts as a proxy between authenticated users of your site and your site repo. (We'll get to the details of that in the [Authentication section](#authentication) below.) If you leave out the `branch` declaration, it will default to `master`. ### Editorial Workflow -By default, saving a post in the CMS interface will push a commit directly to the branch specified in `backend`. However, you also have the option to enable the [Editorial Workflow](editorial-workflow.md), which adds an interface for drafting, reviewing, and approving posts. To do this, simply add the following line to your `config.yml`: +By default, saving a post in the CMS interface will push a commit directly to the publication branch specified in `backend`. However, you also have the option to enable the [Editorial Workflow](editorial-workflow.md), which adds an interface for drafting, reviewing, and approving posts. To do this, add the following line to your `config.yml`: ``` yaml publish_mode: editorial_workflow @@ -102,16 +79,16 @@ media_folder: "images/uploads" # Media files will be stored in the repo under im If you're creating a new folder for uploaded media, you'll need to know where your static site generator expects static files. You can refer to the paths outlined above in [App File Structure](#app-file-structure), and put your media folder in the same location where you put the `admin` folder. -Note that the`media_folder` file path is relative to the project root, so the example above would work for Jekyll, GitBook or any other generator that stores static files at the project root. It would not, however, work for Hugo, Hexo, Middleman or others that use a different path. Here's an example that could work for a Hugo site: +Note that the`media_folder` file path is relative to the project root, so the example above would work for Jekyll, GitBook, or any other generator that stores static files at the project root. However, it would not work for Hugo, Hexo, Middleman or others that store static files in a subfolder. Here's an example that could work for a Hugo site: ``` yaml media_folder: "static/images/uploads" # Media files will be stored in the repo under static/images/uploads public_folder: "/images/uploads" # The src attribute for uploaded media will begin with /images/uploads ``` -This configuration adds a new setting, `public_folder`. While `media_folder` specifies where uploaded files will be saved in the repo, `public_folder` indicates where they can be found in the generated site. This path is used in image `src` attributes and is relative to the file where it's called. For this reason, we usually start the path at the site root, using the opening `/`. +The configuration above adds a new setting, `public_folder`. While `media_folder` specifies where uploaded files will be saved in the repo, `public_folder` indicates where they can be found in the published site. This path is used in image `src` attributes and is relative to the file where it's called. For this reason, we usually start the path at the site root, using the opening `/`. ->If `public_folder` is not set, Netlify CMS will default to the same value as `media_folder`, adding an opening `/` if one is not included. +*If `public_folder` is not set, Netlify CMS will default to the same value as `media_folder`, adding an opening `/` if one is not included.* ### Collections Collections define the structure for the different content types on your static site. Since every site is different, the `collections` settings will be very different from one site to the next. @@ -185,20 +162,12 @@ Let's break that down: -As described above, the `widget` property specifies a built-in or custom UI widget for a given field. The first field in the example, `layout`, uses a `hidden` widget. This widget will not show in the editor UI, but will be saved with the `default` value (assuming it's been set) in the document front matter. The rest of the widgets work as follows: - -Widget | UI | Data Type ---- | --- | --- -`string` | text input | string -`datetime` | date picker widget | ISO date string -`image` | file picker widget with drag-and-drop | file path saved as string, image uploaded to media folder -`number` | text input with `+` and `-` buttons | number -`markdown` | rich text editor with raw option | markdown-formatted string +As described above, the `widget` property specifies a built-in or custom UI widget for a given field. When a content editor enters a value into a widget, that value will be saved in the document front matter as the value for the `name` specified for that field. A full listing of available widgets can be found in the [Widgets doc](/docs/widgets). Based on this example, you can go through the post types in your site and add the appropriate settings to your `config.yml` file. Each post type should be listed as a separate node under the `collections` field. ### Filter -The entries for any collection can be filtered based on the value of a single field. The example collection, below, would only show post entries with the value "en" in the language field. +The entries for any collection can be filtered based on the value of a single field. The example collection below would only show post entries with the value "en" in the language field. ``` yaml collections: @@ -211,8 +180,53 @@ collections: fields: - {label: "Language", name: "language"} ``` -## Accessing the App -With your configuration complete, it's time to try it out! Go to `yoursite.com/admin` and complete the login prompt to access the admin interface. To add users, simply add them as collaborators on the GitHub repo. +## Authentication + +Now that you have your Netlify CMS files in place and configured, all that's left is to enable authentication. There are [many ways to do this](/docs/custom-authentication) (with or without deploying to Netlify), but this example uses Netlify because it's one of the quickest ways to get started. + +### Setup on Netlify +Netlify offers a built-in authentication service called Identity. In order to use it, you'll need to connect your site repo with Netlify. Netlify has published a general [Step-by-Step Guide](https://www.netlify.com/blog/2016/10/27/a-step-by-step-guide-deploying-a-static-site-or-single-page-app/) for this, along with detailed guides for many popular static site generators, including [Jekyll](https://www.netlify.com/blog/2015/10/28/a-step-by-step-guide-jekyll-3.0-on-netlify/), [Hugo](https://www.netlify.com/blog/2016/09/21/a-step-by-step-guide-victor-hugo-on-netlify/), [Hexo](https://www.netlify.com/blog/2015/10/26/a-step-by-step-guide-hexo-on-netlify/), [Middleman](https://www.netlify.com/blog/2015/10/01/a-step-by-step-guide-middleman-on-netlify/), [Gatsby](https://www.netlify.com/blog/2016/02/24/a-step-by-step-guide-gatsby-on-netlify/) and more. + +### Enable Identity and Git Gateway +Netlify's Identity and Git Gateway services allow you to manage CMS admin users for your site without requiring them to have GitHub accounts or commit access on your repo. From your site dashboard on Netlify: + 1. Go to **Settings > Identity**, and select **Enable Identity service**. + 2. Under **Registration preferences**, select **Open** or **Invite only**. In most cases, you'll want only invited users to access your CMS, but if you're just experimenting, you can leave it open for convenience. + 3. If you'd like to allow one-click login with services like Google and GitHub, check the boxes next to the services you'd like to use, under **External providers**. + 4. Scroll down to **Services > Git Gateway**, and click **Enable Git Gateway**. This will authenticate with GitHub and generate a GitHub API access token. In this case, we're leaving the **Roles** field blank, which means any logged in user may access the CMS. For information on changing this, check the [Netlify Identity documentation](https://www.netlify.com/docs/identity/). + +### Add the Netlify Identity Widget +With the backend set to handle authentication, now you need a frontend interface to connect to it. The open source Netlify Identity Widget is a drop-in widget made for just this purpose. To include the widget in your site, you'll need to add the following script tag in two places: + +```html + +``` + +You'll need to add this to the `` of your CMS index page at `/admin/index.html`, as well as the `` of your site's main index page. Depending on how your site generator is set up, this may mean you need to add it to the default template, or to a "partial" or "include" template. If you can find where the site stylesheet is linked, that's probably the right place. Alternatively, you can include the script in your site using Netlify's [Script Injection](https://www.netlify.com/docs/inject-analytics-snippets/) feature. + +When a user logs in with the Netlify Identity widget, they will be directed to the site homepage with an access token. In order to complete the login and get back to the CMS, we'll need to redirect the user back to the `/admin` path. To do this, add the following script before the closing `body` tag of your site's main index page: + +```html + +``` +Note: This example script requires modern JavaScript and will not work on IE11. For legacy browser support, use function expressions (`function () {}`) in place of the arrow functions (`() => {}`), or use a transpiler like [Babel](https://babeljs.io/). + +## Accessing the CMS + +Your site CMS is now fully configured and ready for login! + +If you set your registration preference to "Invite only," you'll need to invite yourself (and anyone else you choose) as a site user. To do this, select the **Identity** tab from your site dashboard, and then select the **Invite users** button. Invited users will receive an email invitation with a confirmation link. Clicking the link will take you to your sight with a login prompt. + +If you left your site registration open, or for return visits after comfirming an email invitation, you can access your site's CMS at `yoursite.com/admin`. Happy posting!