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Introduction to WordPress
 

Introduction to WordPress

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    Introduction to WordPress Introduction to WordPress Presentation Transcript

    • www.lumostech.training @lumos_tech Rick Radko Jasmine Vesque @r3designforge @jasminevesque Introduction to WordPress May 1st, 2014
    • © 2014 www.lumostech.training Rick Radko – R-Cubed Design Forge  Software, web and app designer/developer, trainer, speaker.  Creating custom web sites since 1996, and WordPress sites since 2008. Jasmine Vesque – Freelance Web Specialist  Digital marketer, consultant, teacher, speaker, web and graphic designer.  Helping people share their stories and ideas since 2009. We're:  Co-organizers of: WordCamp Ottawa 2013, 2014.  Co-organizers of: The Ottawa WordPress Group.  Launching LumosTech - www.lumostech.training Slides are posted at: slideshare.net/lumostech 1 We are:
    • © 2014 www.lumostech.training WordPress is BIG, lots of features:  Take small bites!  Ask questions.  Everyone was new to WordPress at one time. Goals for this session:  Familiarization for WordCamp  Terms  Features  Concepts  Visuals 2 Learning about WordPress
    • © 2014 www.lumostech.training 1. About WordPress 2. WordPress site orientation 3. Posts and pages 4. The settings panel 5. Menus Break 6. Widgets 7. Resources 8. Plugins 9. Themes 10. Maintenance & SPAM 3 Contents
    • © 2014 www.lumostech.training 4 About WordPress
    • © 2014 www.lumostech.training WordPress:  Is a dynamic content management system. (CMS)  A tool to help you build a website. Like Microsoft Word, Open Office or Pages help you create documents.  Creates web pages (HTML) dynamically  For basic usage it requires minimal knowledge of web programming or markup languages (HTML, PHP, JavaScript etc.).  Allows users to create website content easily  WYSIWYG editor. 5 What is WordPress?
    • © 2014 www.lumostech.training Looks similar to a lot of word processing applications.  This image shows the WordPress post editor with an extended editor plugin added (TinyMCE Advanced) 6 WordPress is WYSIWYG
    • © 2014 www.lumostech.training WordPress:  The first version of WordPress was released May 27, 2003  Is currently the most popular CMS in use on the Internet.  Runs millions of websites.  Stats suggest WordPress sites represent as much as 25% of the worlds websites.  Needs a web server with PHP and MySQL to run.  Hosting service for public sites.  Local server to run it on your pc/laptop. 7 What is WordPress continued…
    • © 2014 www.lumostech.training 8 Sites using WordPress – wordpress.org showcase
    • © 2014 www.lumostech.training WordPress is free:  The core WordPress software is free:  As in open source. Freedom to use it as you want, even to change it.  As in $$$.  But that does not necessarily mean a free website.  Possible expenses: Domain names. Hosting. Plugins. Themes. 9 Is it really free?
    • © 2014 www.lumostech.training 3 different WordPresses:  WordPress.com 1. Often referred to as “.com” WordPress. Note: This not at all related to using or not using “.com” domains for your website.  WordPress.org 2. Regular 3. Network or Multisite  We need to be aware of which one we are talking about, reading about or using, there are some differences. 10 WordPress versions
    • © 2014 www.lumostech.training WordPress.com is a service (by Automattic)  They provide WordPress AND hosting  Free for basic site: somename.wordpress.com  Has limitations compared to self hosted:  Added costs for customizing  Limited ability to customize Many things covered in this presentation you can’t do on WordPress.com – like add plugins 11 WordPress.com
    • © 2014 www.lumostech.training  Home of the open source version of WordPress.  Free! – Just download it  Related things that may cost:  A web host (self-hosted)  A domain  Some WordPress / Web knowledge  Limitations:  None! 12 WordPress.org
    • © 2014 www.lumostech.training  You can add plugins to make your site:  Multilingual. (numerous techniques & plugins)  a social site like Facebook. (BuddyPress)  You can add plugins to add:  Facebook, Twitter, YouTube, Flickr connections.  a forum. (bbpress + others)  much, much, more. (1000’s of plugins available)  Add themes to change the look and sometimes add function. (1000’s of themes available) 13 WordPress.org customizing
    • © 2014 www.lumostech.training Caveat:  The more extensive the customization, the more WordPress knowledge that is required.  Many free resources to help: WordPress.org (we’ll talk about today) Other online resources.  Some low cost resources: This and other WordPress meet-ups. WordCamps. Books.  May need to hire a WordPress expert. 14 WordPress.org customizing
    • © 2014 www.lumostech.training The third version of WordPress is multisite (network).  Was once known as WPMU, a separate program.  Allows multiple websites on one install.  It need not be obvious to users that it is one install.  Limited version of what WordPress.com runs.  Needs some knowledge to set-up. 15 WordPress.org networks or multisite
    • © 2014 www.lumostech.training 16 Install WordPress
    • © 2014 www.lumostech.training WordPress needs to be installed on a web server in order to use it:  Lots of install guides – not going to cover installing here, it’s a whole session in itself.  http://codex.wordpress.org/Installing_WordPress This presentation is based on a .org install.  Some of what we do will work on wordpress.com but many things may look/be different.  Things like installing plugins and themes will not work. 17 Installing WordPress
    • © 2014 www.lumostech.training 18 WordPress site orientation 464646
    • © 2014 www.lumostech.training  The part of the site that your site visitors see.  "public" part of your site.  Default Twenty Fourteen theme. 19 WordPress front-end WordPress has 2 interfaces for users: the front-end
    • © 2014 www.lumostech.training 20 WordPress Twenty Thirteen theme
    • © 2014 www.lumostech.training 21 WordPress Twenty Twelve theme
    • © 2014 www.lumostech.training WordPress back-end or “dashboard”  Where you manage the site. 22 WordPress back-end, admin or “dashboard”
    • © 2014 www.lumostech.training How do we get to the dashboard?  login at: <your-domain>/wp-login.php 23 Logging in
    • © 2014 www.lumostech.training After logging in you will arrive at the dashboard.  The dashboard, with welcome, on a brand new site. 24 Welcome message
    • © 2014 www.lumostech.training Many pages have options for what is shown.  Click on the “screen options” tab (upper right). 25 Screen options tab
    • © 2014 www.lumostech.training Select what you want to see, un-tick the rest.  In the case of the main Dashboard page, you can even bring back the welcome screen here. Look for screen options on each admin page:  Options change for each page. 26 Screen options
    • © 2014 www.lumostech.training Beside the screen options tab there is a “help” tab on every page – again it is context sensitive. 27 Help tab
    • © 2014 www.lumostech.training The drop down help tab has:  On the left side:  General WordPress help.  May have added help from plugins and/or themes.  On the right side:  links to the official WordPress documentation and support areas. 28 The help tab
    • © 2014 www.lumostech.training On the left side of the admin screen is the main navigation menu:  Access all your content.  Control WordPress settings. 29 Main navigation
    • © 2014 www.lumostech.training The admin tool bar: 30 The tool bar
    • © 2014 www.lumostech.training Front end tool bar  Very similar to admin tool bar, most items are the same.  Only shows if you are logged in. 31 The tool bar
    • © 2014 www.lumostech.training 32 Posts and pages
    • © 2014 www.lumostech.training Posts and pages are the basic content holders for a WordPress site.  Posts:  Individual pieces of a collection of content. Usually used for blogs or similar types of content.  Each content piece is associated with a date: URL: your-domain/2008/11/30/post-title.  Posts have categories and tags. 33 Posts and pages
    • © 2014 www.lumostech.training  Can be displayed many ways (dynamic): Usually listed in reverse chronological order. Sticky posts. (show at the top, need theme support) Archives, by date, by author. Categories and tags.  Many different sidebar widgets can be used to create lists and indices to posts, or collections of posts indexed in various manners. 34 Posts
    • © 2014 www.lumostech.training 35 Post display
    • © 2014 www.lumostech.training  Sidebar here is the same as the listing page, but it could be different.  Comments are shown with box to add a new comment 36 Single post display
    • © 2014 www.lumostech.training Pages:  Are individual static stand alone content blocks.  Good for things like an About page. (any web site pages)  Usually in site menus.  Do not use tags or categories.  Not tied to date.  URL: domainname.com/page-title/ 37 Pages
    • © 2014 www.lumostech.training  Only one way to display the page.  May have sidebar.  No date, tags or category information on page.  May have comments section. 38 Page display
    • © 2014 www.lumostech.training In the dashboard -> select “Add New” from the Posts menu item. 39 Creating a post (or a page) is really easy
    • © 2014 www.lumostech.training 40 Create a new post: 1, 2, 3!
    • © 2014 www.lumostech.training 41 A new post!
    • © 2014 www.lumostech.training We can also:  Add categories and tags to the posts. 42 Other post related items
    • © 2014 www.lumostech.training We can also change publishing options: 43 More post related items (and pages too)  Published/Review/Draft  Publishing dates and future publishing.  Visibility and passwords.
    • © 2014 www.lumostech.training We can also:  Add images and other media including videos.  Click the add media button to upload images  As of 3.9 you can simply drag an image onto the editor area and the image uploader will launch. 44 Pictures and videos
    • © 2014 www.lumostech.training  Just drag a file on to the page.  If you dragged an image onto the editor, this step is skipped. 45 Insert Media
    • © 2014 www.lumostech.training The image uploader has a few options:  Add or change the title, alt text and captions.  Change what it links to.  Change the image size and the alignment. 46 Image options
    • © 2014 www.lumostech.training Uploaded image is now in editor 47 The added image
    • © 2014 www.lumostech.training Go to YouTube:  Get the share link. 48 Add a YouTube video
    • © 2014 www.lumostech.training Paste the share link in your post or page. 49 Add a YouTube video
    • © 2014 www.lumostech.training 50 A post with videos and images  If you want more control over the video display, you can add the embed code in the TEXT view.  The bottom video was added by using the embed code.
    • © 2014 www.lumostech.training Use TEXT view to:  Embed HTML code like YouTube snippets.  Change the HTML directly, sometimes needed to get things just right. 51 TEXT view
    • © 2014 www.lumostech.training “kitchen sink” button shows second row for editor:  A few more editing options. 52 The kitchen sink
    • © 2014 www.lumostech.training 53 Editor size
    • © 2014 www.lumostech.training You can edit in MS Word or Excel and paste into WordPress, but:  There can be issues with formatting – Word adds a lot of junk to it’s HTML.  Use the paste as text mode.  You may loose formatting, tables, lists etc – do final layout/formatting in WordPress. 54 Pasting from Word/Excel
    • © 2014 www.lumostech.training  Editing pages is almost the same as for a post.  Some options on right side are different. 55 Pages
    • © 2014 www.lumostech.training Displays a list of your pages or posts.  Pages have hierarchy:  Important for URL structure. (permalinks)  Adds dropdown to menus.  Posts have category and tag columns. 56 The "All posts" or "All pages" list
    • © 2014 www.lumostech.training 57 WordPress settings panel
    • © 2014 www.lumostech.training How do we change the site title or tagline? 58 Site title and tagline
    • © 2014 www.lumostech.training Change the title and tagline in the Settings -> General page.  There are quite a few other important options here. 59 General settings
    • © 2014 www.lumostech.training Permalinks settings change the way the URL is displayed.  Default sample page permalink:  http://your-domain/?page_id=2  Default child page permalink:  http:// your-domain/?page_id=36  Default post permalink:  http:// your-domain/?p=4  Not very “pretty” or readable, Google does not like them either! No hierarchy for child page. 60 Permalinks
    • © 2014 www.lumostech.training  In this case, month and name is set.  There is also a custom box where you can edit the permalink if you need something unusual. 61 Settings - permalinks
    • © 2014 www.lumostech.training The sample page is now:  http://your-domain/sample-page The child page is now:  http://your-domain/sample-page/sample-child-page  It shows the hierarchy (if a page parent was set) Our post is now:  http://your-domain/2012/05/hello-wpottawa 62 The URL’s with permalinks
    • © 2014 www.lumostech.training You can override permalinks – use edit  If you change your title, you should consider updating the permalink.  Note: if you change the permalink, you may want to add a redirect for the old url. 63 Permalink also shows in editor
    • © 2014 www.lumostech.training 64 Menus
    • © 2014 www.lumostech.training  Right now, the menus on the demo site are created from the page list.  WordPress takes hierarchy and order from the page list, with home added at the start. 65 Menus
    • © 2014 www.lumostech.training 66 Menus
    • © 2014 www.lumostech.training Menus  if we add “Another Page”… 67 Menus
    • © 2014 www.lumostech.training 68 Updated menu
    • © 2014 www.lumostech.training  Changing the menu order requires numerically ordering the pages at each level.  To change hierarchy, you change the page parent.  You can edit these settings in the page editor. 69 Ordering menus
    • © 2014 www.lumostech.training  But, the quick editor is faster for reorganizing pages.  The quick editor is an option on the page or post listing. 70 Quick editor
    • © 2014 www.lumostech.training  Note that you can change many of the page (and posts) settings here.  Including the page order - much faster! 71 Quick editor
    • © 2014 www.lumostech.training Under Appearance there is a Menus tab  Need admin privileges.  Need a theme the supports nav menus. 72 The menu system - the easier way to menus
    • © 2014 www.lumostech.training Create a new menu 73 Create a new nav menu
    • © 2014 www.lumostech.training Drag and drop items to change order and hierarchy 74 Rearrange the menu
    • © 2014 www.lumostech.training After you have created the menu, you may have some choices for menu location as some themes have many locations for placing menus. 75 Setting the theme location
    • © 2014 www.lumostech.training A completely new menu, independent of the page order and hierarchy. 76 The new menu
    • © 2014 www.lumostech.training 77 Widgets
    • © 2014 www.lumostech.training Widgets are tools or content items that you can add, arrange, and remove from the widgetized areas of your theme. The most common widgetized area is the sidebars. 78 Widgets
    • © 2014 www.lumostech.training Originally widgets were only in sidebars, but now themes can have many areas for them including headers, footers, sidebars and special front page spaces. 79 Widgets can be anywhere a theme defines them
    • © 2014 www.lumostech.training The Widgets admin is under the Appearance menu. 80 Managing widgets
    • © 2014 www.lumostech.training Add a twitter widget to the sidebar.  A plugin was added to get this widget. 81 Add twitter widget
    • © 2014 www.lumostech.training 82 Added twitter widget
    • © 2014 www.lumostech.training 83 Resources
    • © 2014 www.lumostech.training WordPress.org, the official source for all things WordPress. (http://wordpress.org)  Theme repository – get free and commercial themes.  Plugin repository – get plugins.  The “codex”. (documentation)  Support forums – get help. Also WordPress TV: WordCamp and other videos  http://wordpress.tv/ 84 WordPress.org
    • © 2014 www.lumostech.training  WordPress icon on top left of the admin bar has several links to usefull WordPress help resources. 85 WordPress Help
    • © 2014 www.lumostech.training Search for themes.  1000’s of themes available.  Themes are reviewed before release. 86 WordPress.org – theme repository
    • © 2014 www.lumostech.training Search for plugins.  1000’s of plugins.  Currently plugins are not reviewed. 87 WordPress.org – plugin repository
    • © 2014 www.lumostech.training The “codex”: from basics to code documentation. 88 WordPress.org – documentation
    • © 2014 www.lumostech.training The “support” forums.  Seek help with WordPress, theme and plugin issues. 89 WordPress.org – forums
    • © 2014 www.lumostech.training Google WordPress + some topic  Caution, many articles are out of date and may no longer be relevant. Books:  Lots of books, make sure it’s current  Digging into WordPress is a great book, covers WordPress in depth, but may not be for absolute beginners. Lots of articles on their blog. 90 Other help
    • © 2014 www.lumostech.training WordCamps:  “WordCamp is a conference that focuses on everything WordPress.” – WordCamp Central  Montreal: not set yet - June/July.  Toronto: November 15-16.  All sorts of WordCamps world wide: http://central.wordcamp.org/ 91 Other help
    • © 2014 www.lumostech.training 92 Plugins
    • © 2014 www.lumostech.training  Can't add plugins if you are using WordPress.com.  You can only enable/disable which ones you are using, and change settings. 93 Adding and managing plugins
    • © 2014 www.lumostech.training Add plugins from the Add New item under the Plugins menu item.  Search for the plugin.  Search for plugins based on keywords, or name. 94 Adding plugins
    • © 2014 www.lumostech.training The search results:  Several similar plugins shown.  Descriptions, ratings and version are shown. 95 Add plugins listing
    • © 2014 www.lumostech.training Install TinyMCE advanced.  Click the install.  A good idea to back up first! 96 Install
    • © 2014 www.lumostech.training A screen similar to the update page, showing the install status.  Some plugins will auto-activate, most you need to activate. 97 Install status
    • © 2014 www.lumostech.training TinyMCE Advanced installed and active 98 Plugin listing
    • © 2014 www.lumostech.training The Settings area  A new menu item has been created for the settings page for TinyMCE advanced. 99 TinyMCE settings
    • © 2014 www.lumostech.training Plugins usually (and are supposed to) create option pages under the Settings menu item.  Some plugins create menu items in almost any other section.  Tools, Dashboard, and sometimes Plugins are common spots for hiding settings pages. 100 Plugin Settings
    • © 2014 www.lumostech.training ALWAYS BACKUP FIRST!!!  Updates are easy, just click the link.  Updates can break your site, back-ups make it easy to undo. 101 Updating plugins
    • © 2014 www.lumostech.training 102 Plugin update status screen
    • © 2014 www.lumostech.training Can also update plugins using the WordPress updater – Again BACKUP FIRST! 103 Update plugins in the WordPress updater
    • © 2014 www.lumostech.training Choose plugins with:  good download volume.  recent updates.  responses in the forums.  high ratings.  good compatibility ratings. Where do you find this information?  Some of it was on the plugin search listing. 104 Finding/Choosing plugins
    • © 2014 www.lumostech.training The details view gives some of it. 105 Finding/Choosing plugins
    • © 2014 www.lumostech.training Details view  Some more plugin info, but still not all 106 Finding/Choosing plugins
    • © 2014 www.lumostech.training  All of the information is in the plugin repository.  Look at the last updated date.  Check compatibility.  Is it popular? (downloads) 107 Choosing plugins
    • © 2014 www.lumostech.training Signs there may be problems 108 A plugin with issues  No support – 5 weeks no answer.  There will always be some broken reports, but more broken than works is not good.
    • © 2014 www.lumostech.training  A well respected and rated and popular plugin.  Note there are still issues…  Look at over-all, not absolutes when evaluating. 109 A good plugin
    • © 2014 www.lumostech.training Using a Google Analytics plugin is highly recommended:  Get features like excluding admin traffic from stats.  Some have dashboard stats summaries.  Some add advanced tracking and tagging features. 110 Google analytics plugin
    • © 2014 www.lumostech.training There are many plugins not on the WordPress.org repository.  Many of those plugins are very good – most good plugins not on the repository are commercial. (not allowed on the repository)  Many are not good, and may even contain malware.  http://blog.sucuri.net/2012/02/new-wordpress- toolspack-plugin.html *plugins on the repository are not guaranteed to be clean, but malware is usually spotted quickly by users 111 Beware of unknown plugins
    • © 2014 www.lumostech.training  Remove all unused plugins from your site, they can be a security issue.  The Timthumb vulnerability did not need to have the plugin be active in order to be exploited  Keep plugins, even inactive ones up to date!  Install a backup plugin AND USE IT!!! 112 Plugin final notes
    • © 2014 www.lumostech.training 113 Themes
    • © 2014 www.lumostech.training A theme defines the look and feel of your site.  Sets the graphics, colors.  Sets the widget locations.  Defines column layout.  Can be changed relatively easily.  Beware lock-in.  Cannot add themes on WordPress.com.  You can enable which one you want to use, and you can change settings. 114 Themes
    • © 2014 www.lumostech.training A popular theme that used to come with WordPress: 115 Twenty Ten
    • © 2014 www.lumostech.training Twenty Ten had 6 widget areas, 5 are being used  Empty areas are usually hidden 116 Lots of Widget locations
    • © 2014 www.lumostech.training Twenty Eleven also used to be included with WordPress, has sidebars on some pages. 117 Twenty Eleven
    • © 2014 www.lumostech.training And not on others... 118 Varied sidebars
    • © 2014 www.lumostech.training This is a very popular theme that still comes with WordPress. 119 Twenty Twelve
    • © 2014 www.lumostech.training  Some themes:  have layout options.  have templates for layouts.  You should use a child theme to modify themes.  Not too hard to do, but does require some coding.  It is STRONGLY recommended that you do not alter theme files!!! You will loose your changes if the theme is updated. 120 Page layouts
    • © 2014 www.lumostech.training The theme admin page:  Go to Appearance in the main nav menu.  Using the customize option, you can change the appearance of the theme. 121 Adding/managing themes
    • © 2014 www.lumostech.training 122 Theme customization - live preview
    • © 2014 www.lumostech.training The theme admin page – select the add new. 123 Adding/managing themes
    • © 2014 www.lumostech.training Finding a new theme: Featured themes. 124 Adding/managing themes
    • © 2014 www.lumostech.training Finding a new theme: Feature filter  Select some search parameters. 125 Adding/managing themes
    • © 2014 www.lumostech.training 126 Feature filter results:
    • © 2014 www.lumostech.training Keyword search results  Hover over image and click "Details & Preview" for more information. 127 Adding/managing themes
    • © 2014 www.lumostech.training 128 Details view
    • © 2014 www.lumostech.training As with plugins:  You get more detail on wordpress.org.  But there is less info than for plugins. 129 Theme repository
    • © 2014 www.lumostech.training Choosing themes is less clear than plugins.  You need it:  to look good for you.  have the features you want.  have support: check the forums. check the last update date.  be good/reliable: check the ratings. 130 Adding/managing themes
    • © 2014 www.lumostech.training Install the theme 131 Adding/managing themes
    • © 2014 www.lumostech.training Success 132 Installing the theme
    • © 2014 www.lumostech.training Note that the while the site looks different, the content and widgets are the same. 133 The theme
    • © 2014 www.lumostech.training Some themes have very sophisticated home pages.  Neither posts or pages are shown.  All content is in options for the theme. 134 Theme driven front page
    • © 2014 www.lumostech.training  Beware free themes not from WordPress.org  Google “Free WordPress Themes” and you are guaranteed to find yourself some malware.  Many good commercial themes are not on WordPress.org.  iThemes  WooThemes  Studiopress  Elegant Themes  and more  Freelance themes on Theme Forest 135 Final notes for themes
    • © 2014 www.lumostech.training  Test on a trial site  Local install or  Subdomain on hosting 136 Final notes for themes
    • © 2014 www.lumostech.training 137 Maintenance & SPAM
    • © 2014 www.lumostech.training Keep your site up to date  WordPress, Plugins and Themes  All have bug updates, security patches and new feature releases.  Not keeping up to date increases the risk of hacking substantially.  Before you update anything – make a backup! Can’t emphasize this enough. Often neglected. 138 Maintenance
    • © 2014 www.lumostech.training  How did he find it if it was so hard to find?  Unsolicited third party recommendation?  Seems to be trying to get a message to the site owner, rather than a real comment 139 REAL Examples - comment SPAM - SEO
    • © 2014 www.lumostech.training 140 More comments - Link SPAM
    • © 2014 www.lumostech.training 141 Mobile SPAM - email Not a fact at all! Ha! Your profits or theirs?
    • © 2014 www.lumostech.training 142 The End
    • © 2014 www.lumostech.training Rick Radko  email: rick@lumostech.ca  twitter: @r3designforge Jasmine Vesque  email: jasmine@lumostech.ca  twitter: @jasmineVesque Slides at:  www.slideshare.net/lumostech 143 Contact