Getting Started: Advanced Setup

Your Hub's Getting Started Page

Your hub should have a getting started page at <your hub url>/gettingstarted. Most of the items addressed on this page are discussed in further detail below.

Editing "About You", "How to Contact", & "Terms of Use" Pages

  1. First login to the administrative interface of your hub
  2. Once logged in, find Content in the main menu bar located toward the top of the page
  3. Click on the Article Manager link
  4. You should now be presented with a list of all the content articles. There are a few methods to find the specific entry you want to edit. You can filter by state, category, author, etc. or search for the title of the article page.  A third option would be to look through the list manually, if you really want
  5. Please find the About Us page as we will use that as an example. Once found, click the article title to edit it
  6. You now should be presented with a page where you can edit the text, title and other page parameters similar to the image below
  7. When your edits are complete, click the Save & Close toolbar button to save your changes and return you to the Article Manager screen
  8. Alternatively, you may click the Save toolbar button to save your article but leave it open for editing


Facebook Authentication

Step 1: Setting Up Facebook 

  1. Navigate to (
  2. Begin by logging into a Facebook account or creating a new Facebook account for your hub
  3. After successfully logging into Facebook, click the My Apps tab, then in the drop-down select Register as a  developer
  4. Read through the Facebook policies and accept the policies by changing the answer from No to Yes with the switch button, and then click Register
  5. Select the My Apps tab again and from the drop-down click Add a New App
  6. Select the platform of the new app by clicking the WWW or "Website" icon
  7. In the upper right corner of the page, select the Skip and Create App ID button
  8. Fill in the Display Name in the name field and select the category of the application depending on your field
  9. Fill in the rest of the New App ID information or leave it blank depending on your preference, then click Create App ID
  10. On the application dashboard, copy the App ID and App Secret. In order to copy the App Secret you will have to click Show in order to access the full secret code

Step 2: Enabling Facebook

  1. Navigate to your hub, and access the /administrator interface
  2. Click the Extensions tab and then from the drop-down select Plug-in Manager
  3. Locate the Authentication-Facebook plug-in and open the plug-in by clicking the plug-in name
  4. Inside the plug-in, change the status of the plug-in from Disabled to Enabled
  5. Insert the App ID and Consumer Secret into the corresponding fields and click Save & Close
  6. The Facebook Authentication will be available for users to use in order to login into the hub


LinkedIn Authentication

Step 1: Setting Up LinkedIn

  1. Navigate to (
  2. Begin by logging into a LinkedIn account or creating a new LinkedIn account for your hub
  3. After successfully logging into LinkedIn, under the list of applications click Add New Application
  4. Fill out the form to register a new application
    • Under Default Application Permissions, check "r_basicprofile" and "r_emailaddress".
    • Under OAuth 2.0, add your hub's URL (e.g., as an Authorized Redirect URLs.
  5. Click Add Application once you have finished filling out all the required fields in the application form
  6. Once you receive a message stating, Your application was successfully created, copy the API key and the Secret key

Step 2: Enabling LinkedIn

  1. Navigate to the /administrative interface of your hub
  2. Under the Extensions tab select from the drop-down Plug-in Manager
  3. Inside the Plug-in Manager, locate the Authentication-LinkedIn plug-in
  4. Select the title of the plug-in, then inside the plug-in fill in the API key and the Secret key
  5. Enable the plug-in by selecting from the Status drop-down, then click Save & Close to save the changes that were made
  6. The LinkedIn plug-in will be successfully enabled and available for users to use as another option to log in to your hub


Google Authentication

Step 1: Enable the Google+ API

  1. Navigate to the Google Developers Console ( and log into a Google Account or create a new Google account for your hub
  2. Select Credentials and click Create Credentials and then click OAuth Client ID
  3. Add the following URLs as redirects
  4. Save and collect your Client ID and Client secret

Step 2: Enable the Authentication-Google Plug-in

  1. Once you have collected your Client ID and Client secret, log into the /administrator interface for your hub 
  2. Select the Extensions tab and then from the drop down select the Plug-in Manager button
  3. Locate the Authentication-Google plug-in and select the plug-in's title
  4. Inside the plug-in, locate the Status section and select Enable from the drop-down
  5. Fill in the Client ID and Client Secret into the appropriate fields
  6. Save all the changes by clicking Save & Close
  7. Your users will be able to log into your instance with Google authentication


ORCID Authentication

Step 1: Set Up ORCID Authentication on ORCID

  1. Navigate and sign-in to ORCID
  2. Once signed-in, navigate to
  3. Complete the developer form:
    1. Name of application
    2. Website URL
    3. Description
    4. Redirect URLs
  4. Click the “Save” icon on the right side
  5. Copy Client ID and Client secret

Step 2: Enabling ORCID

  1. Navigate back to your hub and log into the /administrative interface
  2. Click on the Extensions tab and the and select from the drop-down the Module Manager
  3. On the Plugin Manager page and locate ORCID from the new module list
  4. Fill in the Client ID and Client Secret into the appropriate fields
  5. Save all the changes by clicking Save & Close


CI Logon

Step 1: Set Up CI Logon

  1. Navigate to and begin filling out the form:

    1. Client Name: Name of the Hub

    2. Contact Email: Main email to receive information; best if we use our mailman set-up for the support contact list (

    3. Callback URLs:





    4. Client type: Confidential

    5. Scopes: Select all in the list

    6. Refresh Token: No

  2. Click “Register Client

  3. You will receive on the next page the client ID and client secret; save both

Step 2: Enabling CI Logon

  1. Navigate to and sign in as an administrator

  2. Once signed in, navigate to “Extensions” and then “Plugin Manager” 

  3. Search and click on the “CI Logon Authentication” plugin

  4. Add in the client ID and client secret and set-up the plugin to use the site login and optionally also allow administrator login

  5. Click “Save & Close

  6. CI Logon will email the contact once they have confirmed the request and you can now use CILogon to sign into the hub


Google Analytics

Step 1: Set Up Google Analytics on Google

  1. Navigate to ( and select Access Google Analytics
  2. You will be required to login to a Google account.
    1. We suggest creating a Google Account for your hub
  3. Click Sign Up and begin filling in the required fields in the analytics form
  4. Select Get tracking ID, and then read and accept the terms of Google Anayltics by clicking I accept
  5. You will receive a tracking ID. This ID will be used on the hub in order to finish the set up process 

Step 2: Enabling Google Analytics 

  1. Navigate back to your hub and log into the /administrative interface
  2. Click on the Extensions tab and the and select from the drop-down the Module Manager
  3. On the Module Manager page click the New button and locate Google Analytics from the new module list
  4. Open the new module by clicking on it's title then fill in the tracking ID, title, and the position of the module to be in the footer (typically, this module should be in a position present on every page--for HUBzero-built templates, that tends to be position footer)
  5. Click Save & Close and Google Analytics will be installed in your hub


Google Drive

Step 1: Configuring Google Drive in Projects on a hub

  1. Navigate to and log in with your hub Gmail account
  2. Click Create Project to create a new project for your hub
    1. Enter the Project Name. We suggest using your hub name
    2. Enter the Project ID.  The Project ID is a globally unique identifier that cannot be renamed.  Use the ID given, or specify a new one in the field
    3. Click Create
  3. Once created, click the link to your project to open it
  4. From the Dashboard, click “Enable an API” to select services for the project. From this list, find and turn on Drive API and Drive SDK services by clicking Off next to each to switch them to On.   Be sure to accept Terms of Service if asked
  5. Next, navigate to the left hand menu to find APIs & auth. Click Consent Screen to set up the branding information. Fill in all required fields
    1. Choose the hub email account from the Choose your email dropdown
    2. In Product name, type Project Files to Google Drive Connector
    3. Click Save
  6. Next, click  Credentials under APIs & auth
  7. Click Create new Client ID
  8. On the Create Client ID screen, choose Web Application under Application Type
  9. In the Authorize Javascript orgins field, type your hub URL (i.e.
  10. In the Authorized Redirect URIS field,  type your hub URL and add /projects/auth (i.e.
  11. Click Create Client ID
  12.  Under Client ID for web application, note the Client ID and Client Secret, as these will be needed
  13. Under Public API Access, click Create New Key
  14. Choose Browser key from the Create a new key pop-up
  15. In the HTTP Referrers field, type in your hub name followed by/* 
    • Example:*
  16. Click Create. Note the API Key: After this step, you will navigate back to the hub to configure

Step 2: Turning on Google Drive in Projects

  1. Navigate the /administrator interface for your hub and log in
  2. Navigate to the Extensions menu, and click Plug-in Manager
  3. In the search, type Projects, and click Search
  4. In the results, find the Projects – Files plugin. Click the title to edit
  5. Scroll down until you see the Google Connection Enabled option
  6. Choose Yes from the drop-down
  7. Fill in the Google Client ID, Client Secret, and API Key fields with the information from your account
  8. Choose when to auto-sync
  9. If you would like to only make Google Drive available to certain projects, type the alias of the project into the Connected Projects
  10. Click Save & Close



CKEditor is a HTML text editor designed to simplify web content creation. It’s a WYSIWYG editor that brings common word processing features directly into the web pages being built. After a hub has been updated to R1.3.0 various settings need to be adjusted on the administrator backend of the hub to allow CKEditor for all users.

Step 1: Global Configuration

  1. Navigate to the /administrator interface for your hub, and log in
  2. Select the Site tab from the top menu
  3. Click on the Global Configuration from the drop-down to open up the global configuration settings
  4. Under the Site tab navigate to Site Settings and then locate Default Editor
  5. Select Editor-CKEditor from the drop-down
  6. Click Save & Close to save the newly changed settings


Step 2: HTML Format Handler Plug-in

  1. Navigate to the /administrator interface for your hub, and log in
  2. Select the Extensions tab from the top menu
  3. Click on the Plug-in Manager from the drop-down
  4. Enter Content – HTML Format Handler into the search box and click Search
  5. Click on the Content – HTML Format Handler title to open up the plug-in
  6. In Details change the status to Enabled and then click Save & Close



Step 1: Set Up ReCAPTCHA on Google

  1. Navigate to ( and select Get reCAPTCHA
  2. You will be required to log in to a Google account, at this point consider creating a new account for your hub or use a previously created account
  3. Fill in the Label field and Domain field with the appropriate information
  4. Copy the Site key and Secret key

Step 2: Enabling ReCAPTCHA 

  1. Navigate to the /administrator interface for your hub, and log in
  2. Select the Extensions tab and from the drop-down select Plug-in Manager
  3. Locate the CAPTCHA-ReCAPTCHA plug-in and click on the title
  4. Change the status of the plug-in from Disabled to Enabled, then fill in the Public key and the Secret key
  5. Save the changes by clicking Save & Close, then ReCAPTCHA will be activated on your hub

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