Published 25 January 2017 by Amanda Fisher

Thank you for installing OverDRIVE - a simple way to publish and manage information from Google Apps and beyond.

When you first open OverDRIVE we will take you to Site Settings. Please take time to look at each tab and familiarise yourself with all the great Admin features of OverDRIVE. However, all you need to really get started is to choose a Site Name and a Parent Folder in Google Drive.

Once you Save your Site Settings, your OverDRIVE site will initialise and display the sub folders from your parent folder across the top navigation bar. Visit Page Settings from the right hand User Menu to customise each page in OverDRIVE.

Introduction

This guide is written mainly for Google Apps, IT or Web administrators; however, other people with IT or web skills and experience (eg a marketing executive) should find the setup reasonably straightforward.

We assume that you already have experience with Google Drive but if not, we provide training courses and webinars.

We offer free webinars on setting up OverDRIVE; we also offer online consultancy workshops, typically 2 hours, where we can help you to set up OverDRIVE, provide advice and answer any queries that you have. For more information, get in touch.

Set up your OverDRIVE site

  • Visit your OverDRIVE site using the website address/url supplied to you.
  • Log in with your Google Apps account by clicking the Sign in button in the top right of the screen.
  • Once logged in, you should see a Welcome Wizard to guide you through the set up process and take you to the Site Settings box. If you don’t, click on the top right icon to open the User Menu and choose Site Settings.

Site Settings

The Site Settings box has everything you need to customise your OverDRIVE site.

General Tab

  • Site Name: choose a name for your OverDRIVE site
  • Drive Root Folder: You can specify an existing folder or create a new one. The folder can be your top level Company folder or a sub level folder. You may for example wish to have OverDrive for the Marketing Department by browsing to your Marketing Team folder.
  • Google Analytics: add your Analytics tracking code in this box.
  • Google Webmaster Tools: add your verification meta tag in this box.

Security Tab

  • Who can sign in: choose to limit site access to Invited users or set up domain level access by adding your domain name(s) into Anyone from these domains. You can also choose to allow Anyone with a Google Account to sign in. Currently your OverDRIVE site will be limited to these 2 options, please contact us if you are interested in a public OverDRIVE site.
  • Discovery Mode: choose Drive to make sure that OverDRIVE uses Google Drive sharing settings to decide which files to show a logged in user; choose Access all areas to allow logged in users to see all folders regardless of sharing settings in Drive.

Layout tab

This tab provides a number of design and other options.

  • Options
  • Search: turn Search box on or off to enable users to search for files in OverDRIVE
  • Banner: choose whether you want your site to have a banner on each page containing the page name.
  • Footer: choose from a Fixed or Floating footer.
  • Top Nav
  • Position: choose how you want your top navigation bar to appear
  • Height: set the height of the bar
  • Maximum Levels: select the depth of the navigation (how many levels show in the dropdown navigation)
  • Sub Nav
  • Position: choose where to display the sub nav panel
  • Width: choose how wide your sub nav panel should be
  • Maximum Levels: choose the width to suit your site pages.

Theme tab

  • Theme: a selection of themes to change spacing, colors and font sizes
  • You can also customise your site with a range of background colors, font colors and styles (top nav; banner; headings; page; tables)

Logos

Add logos and images from Google Drive:

  • Site Logo: add your logo to the left of your OverDRIVE navigation bar
  • Page Header: add an image to the top right of your pages

Social

Add any social networks, plus your company contact web page (email and telephone details); an icon will appear on the above the site’s header for each one.

Note: the social fields only take http:// or https:// addresses eg http://www.twitter.com/overdriveio

Messages

Add a pop up message which will be seen by new users when they first log in - useful to welcome new users to your OverDRIVE site.

Developers

Handle with care! If you know what you are doing this tab allows you to use Javascript and CSS to further customise your site and pages.

Customise your Top Menu

Once you have specified the parent or top level folder you wish to use, OverDRIVE will instantly populate your site navigation menu. The sub folders of the parent will become the menu choices across the top of your site. Any sub-sub folders will be displayed in a hover dropdown so that users can easily navigate the site. To customise this menu, visit the page you wish to edit and choose Page Settings from the top right User Menu.

Customise your Pages

Each page in OverDRIVE can be customised to display content in different ways. You can use Page Settings to change the page name, order it appears and the content of the page.

General tab

  • Name: the name of the folder in Drive - nb this can only be changed in Drive.
  • Menu Title: add a title if you wish to use a different menu title from the Drive folder name.
  • Page Title: add a title if you wish to use a different page title from the Drive folder name.
  • Order Appearing: add a number to set the order eg 10, 20, 30, 40 (10 = position 1; 20 = position 2 in an ordered list etc). If you wish to move a page to the top of an unsorted menu, ie pin it to top, use a minus number eg -10.
  • Options: page level options allow you to hide a folder from your OverDRIVE navigation or switch off the sub nav and breadcrumb trail (which shows the pages navigated to reach the current page).

Content tab

Each page in OverDRIVE has 2 sections that can be customised, plus a pop up Help box:

  • Intro Text: add any help text in this section and choose a background color using the top right “Neutral” menu.
  • Help Popup: this text will appear in a pop up Help box when you visit the page.
  • Content: use the rich text editor to add content to any page. This editor also appears to page admins when on each page.

All 3 sections allow you to use standard HTML markup language for creating web pages; to add a line space use <br /> for example.

Embed tab

The embed options allow you to embed content into any page.

By default each OverDRIVE page will display the contents of its associated folder - in Details view. To bring your pages alive, you can change this to an icons display or embed content into any page. Choose what you wish to display on each page from the Content Type dropdown:

  • Google Folder - displays a folder list with similar view choices to Windows Explorer. Plus a “Blog” view:
  • Blog - the first paragraph of each document in the folder will display to create a “blog” type summary list. Note this should be used on a folder containing only Google Docs

Within each folder you can choose whether to display sub-folders and switch the “view menu” and “filter” feature on or off. You can also set a default Page Size to handle folders with large amounts of files and turn on the special Navigator functionality - a great way to display images and digital assets.

See Expand your Content below for more information on Blog, Page Index and Navigator features.

  • Google Drive - Embed any file from Drive onto an OverDRIVE page
  • Dashboard - create a simple dashboard using a Google Doc with a table (use our handy template to get started).
  • Google Calendars - embed a calendar view, choose to overlay multiple calendars
  • Google Form - embed a live Google Form
  • Google Groups - embed a Google Group
  • Google My Maps - embed a Google My Map
  • RSS Feed - embed an RSS feed via a url
  • Simple Form - set up a simple response web form
  • YouTube video - embed any YouTube video
  • Other/URL - embed an iframe using a web link.

Images tab

Browse Google Drive to add an image into the Page Header for the selected Page.

Meta tags

Add Titles and Descriptions to your pages and use the Keywords box to make a page appear in OverDRIVE searches.

Add Users

You can give individual users access to OverDRIVE, as long as they have an email address registered with Google (Google Apps; Gmail; domain registered with Google etc). Click on the Settings menu in the top right and choose User Settings.

  • To add one or more users, click Add Users and enter a Google email address on each line - or copy and paste from a list.
  • To edit a user, view user information and check OverDRIVE access permissions, click on the user. You can edit each users status and role within OverDRIVE.

Note: There is no need to add users from your domain individually, add your domain and choose “Anyone from these domains” under the Security tab in Site Settings and any user with an email address for your domain will be able to log in - and will be added as a user when they do so. You will need an OverDRIVE licence for each user however.

Expand your Content

As described in the Embed tab section above, there are special Embed types in OverDRIVE.

Blog

The Blog View allows you to set up a basic Blog or News page using a folder and Google Docs. The first image and paragraph of each document added to the folder will display on your OverDRIVE page. Visitors will be able to click on each document title to open the full Google Document.

Navigator

The Navigator embed type is a great way to allow users to quickly filter through a vast amount of files - such as images, pdfs or any other digital assets. As an administrator you will need to set up Google Drive so that images exist in multiple folder locations, but your efforts will make it easy for users to find what they need quickly in OverDRIVE. For example, let’s say you have 100 images that could be broken down into categories and resolutions as follows:

  • Categories - Adverts x 20; Logos x 10; Infographics x 20; Product Icons x 50
  • Resolutions - Print x 30; Web x 70

In Google Drive, set up a top level folder called “Artwork” and two sub level folders called “Categories” and “Resolutions”. Under Categories, add a folder for each one - Adverts, Logos, Infographics, Product Icons and the same under Resolutions - Print and Web. Now you have set up the folders, you do need to do some work shifting images around. Google Drive allows images to exist in multiple locations, and OverDRIVE takes advantage of this. So, identify which images are Adverts and add them to the Adverts folder (tip, use Ctrl Z in Drive to Add to a new location whilst keeping the existing location as well) and do the same with the others. Now go back to your images and identify which is high res for print and which is low res for web - add them to the Print and Web folders. If you set up like this and then switch on Navigator in OverDRIVE your page will transform into a filterable list of images.

We are using a standard Digital Assets approach in marketing, but you could use something simple like a country a photo was taken in and a year it was shot - to get a quick filter of photos by country and year.