0
www.lumostech.training
@lumos_tech
Rick Radko Jasmine Vesque
@r3designforge @jasminevesque
Introduction to WordPress
May 1...
© 2014 www.lumostech.training
Rick Radko – R-Cubed Design Forge
 Software, web and app designer/developer, trainer, speak...
© 2014 www.lumostech.training
WordPress is BIG, lots of features:
 Take small bites!
 Ask questions.
 Everyone was new ...
© 2014 www.lumostech.training
1. About WordPress
2. WordPress site orientation
3. Posts and pages
4. The settings panel
5....
© 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 webs...
© 2014 www.lumostech.training
Looks similar to a lot of word processing applications.
 This image shows the WordPress pos...
© 2014 www.lumostech.training
WordPress:
 The first version of WordPress was released May
27, 2003
 Is currently the mos...
© 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 u...
© 2014 www.lumostech.training
3 different WordPresses:
 WordPress.com
1. Often referred to as “.com” WordPress.
Note: Th...
© 2014 www.lumostech.training
WordPress.com is a service (by Automattic)
 They provide WordPress AND hosting
 Free for b...
© 2014 www.lumostech.training
 Home of the open source version of WordPress.
 Free! – Just download it
 Related things ...
© 2014 www.lumostech.training
 You can add plugins to make your site:
 Multilingual. (numerous techniques & plugins)
 a...
© 2014 www.lumostech.training
Caveat:
 The more extensive the customization, the more
WordPress knowledge that is require...
© 2014 www.lumostech.training
The third version of WordPress is multisite
(network).
 Was once known as WPMU, a separate ...
© 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...
© 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
...
© 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 ...
© 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...
© 2014 www.lumostech.training
Many pages have options for what is shown.
 Click on the “screen options” tab (upper right)...
© 2014 www.lumostech.training
Select what you want to see, un-tick the rest.
 In the case of the main Dashboard page, you...
© 2014 www.lumostech.training
Beside the screen options tab there is a “help” tab
on every page – again it is context sens...
© 2014 www.lumostech.training
The drop down help tab has:
 On the left side:
 General WordPress help.
 May have added h...
© 2014 www.lumostech.training
On the left side of the admin screen is the main
navigation menu:
 Access all your
content....
© 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 i...
© 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 pi...
© 2014 www.lumostech.training
 Can be displayed many ways (dynamic):
Usually listed in reverse chronological order.
Sti...
© 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
sh...
© 2014 www.lumostech.training
Pages:
 Are individual static stand alone content blocks.
 Good for things like an About p...
© 2014 www.lumostech.training
 Only one way to
display the page.
 May have
sidebar.
 No date, tags or
category
informat...
© 2014 www.lumostech.training
In the dashboard -> select “Add New” from the
Posts menu item.
39
Creating a post (or a page...
© 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)
 Publishe...
© 2014 www.lumostech.training
We can also:
 Add images and other media including videos.
 Click the add media button to ...
© 2014 www.lumostech.training
 Just drag a file on to the page.
 If you dragged an image onto the editor, this step is s...
© 2014 www.lumostech.training
The image uploader has a few options:
 Add or
change the
title, alt
text and
captions.
 Ch...
© 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 ...
© 2014 www.lumostech.training
Use TEXT view to:
 Embed HTML code like YouTube snippets.
 Change the HTML directly, somet...
© 2014 www.lumostech.training
“kitchen sink” button shows second row for editor:
 A few more editing options.
52
The kitc...
© 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 f...
© 2014 www.lumostech.training
 Editing
pages
is almost
the same
as for a
post.
 Some
options
on right
side are
different...
© 2014 www.lumostech.training
Displays a list of your pages or posts.
 Pages have hierarchy:
 Important for URL structur...
© 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
...
© 2014 www.lumostech.training
Permalinks settings change the way the URL is
displayed.
 Default sample page permalink:
 ...
© 2014 www.lumostech.training
 In this case, month and name is set.
 There is also a custom box where you can edit the
p...
© 2014 www.lumostech.training
The sample page is now:
 http://your-domain/sample-page
The child page is now:
 http://you...
© 2014 www.lumostech.training
You can override permalinks – use edit
 If you change your title, you should consider
updat...
© 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 hi...
© 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...
© 2014 www.lumostech.training
 But, the quick editor is faster for reorganizing
pages.
 The quick editor is an option on...
© 2014 www.lumostech.training
 Note that you can change many of the page (and
posts) settings here.
 Including the page ...
© 2014 www.lumostech.training
Under Appearance there is a Menus tab
 Need admin privileges.
 Need a theme the supports n...
© 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
...
© 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...
© 2014 www.lumostech.training
Originally widgets
were only in
sidebars, but now
themes can have
many areas for
them includ...
© 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...
© 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 ...
© 2014 www.lumostech.training
 WordPress icon on top left of the admin bar has
several links to usefull WordPress help re...
© 2014 www.lumostech.training
Search for themes.
 1000’s of
themes
available.
 Themes are
reviewed
before
release.
86
Wo...
© 2014 www.lumostech.training
Search for plugins.
 1000’s of
plugins.
 Currently
plugins
are not
reviewed.
87
WordPress....
© 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 ...
© 2014 www.lumostech.training
Google WordPress + some topic
 Caution, many articles are out of date and may no
longer be ...
© 2014 www.lumostech.training
WordCamps:
 “WordCamp is a conference that focuses on
everything WordPress.” – WordCamp Cen...
© 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...
© 2014 www.lumostech.training
Add plugins from the Add New item under the
Plugins menu item.
 Search for the plugin.
 Se...
© 2014 www.lumostech.training
The search results:
 Several similar plugins shown.
 Descriptions, ratings and version are...
© 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-ac...
© 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 advan...
© 2014 www.lumostech.training
Plugins usually (and are supposed to) create option
pages under the Settings menu item.
 So...
© 2014 www.lumostech.training
ALWAYS BACKUP FIRST!!!
 Updates are easy, just click the link.
 Updates can break your sit...
© 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...
© 2014 www.lumostech.training
Choose plugins with:
 good download volume.
 recent updates.
 responses in the forums.
 ...
© 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.
 Che...
© 2014 www.lumostech.training
Signs there may be problems
108
A plugin with issues
 No support – 5 weeks no
answer.
 The...
© 2014 www.lumostech.training
 A well respected
and rated and
popular plugin.
 Note there are still
issues…
 Look at ov...
© 2014 www.lumostech.training
Using a Google Analytics plugin is highly
recommended:
 Get features like excluding admin t...
© 2014 www.lumostech.training
There are many plugins not on the WordPress.org
repository.
 Many of those plugins are very...
© 2014 www.lumostech.training
 Remove all unused plugins from your site, they can
be a security issue.
 The Timthumb vul...
© 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 widg...
© 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...
© 2014 www.lumostech.training
Twenty Eleven also used to be included with
WordPress, has sidebars on some pages.
117
Twent...
© 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...
© 2014 www.lumostech.training
The theme admin
page:
 Go to Appearance
in the main nav
menu.
 Using the
customize option,...
© 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 the...
© 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...
© 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 p...
© 2014 www.lumostech.training
Choosing themes is less clear than plugins.
 You need it:
 to look good for you.
 have th...
© 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 ...
© 2014 www.lumostech.training
Some themes have
very sophisticated
home pages.
 Neither posts or
pages are shown.
 All co...
© 2014 www.lumostech.training
 Beware free themes not from WordPress.org
 Google “Free WordPress Themes” and you are
gua...
© 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 p...
© 2014 www.lumostech.training
 How did he find it if it was so hard to find?
 Unsolicited third party recommendation?
 ...
© 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: jasm...
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Introduction to WordPress

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Presentation slides from WordCamp Ottawa 2014.

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Transcript of "Introduction to WordPress"

  1. 1. www.lumostech.training @lumos_tech Rick Radko Jasmine Vesque @r3designforge @jasminevesque Introduction to WordPress May 1st, 2014
  2. 2. © 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:
  3. 3. © 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
  4. 4. © 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
  5. 5. © 2014 www.lumostech.training 4 About WordPress
  6. 6. © 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?
  7. 7. © 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
  8. 8. © 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…
  9. 9. © 2014 www.lumostech.training 8 Sites using WordPress – wordpress.org showcase
  10. 10. © 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?
  11. 11. © 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
  12. 12. © 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
  13. 13. © 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
  14. 14. © 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
  15. 15. © 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
  16. 16. © 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
  17. 17. © 2014 www.lumostech.training 16 Install WordPress
  18. 18. © 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
  19. 19. © 2014 www.lumostech.training 18 WordPress site orientation 464646
  20. 20. © 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
  21. 21. © 2014 www.lumostech.training 20 WordPress Twenty Thirteen theme
  22. 22. © 2014 www.lumostech.training 21 WordPress Twenty Twelve theme
  23. 23. © 2014 www.lumostech.training WordPress back-end or “dashboard”  Where you manage the site. 22 WordPress back-end, admin or “dashboard”
  24. 24. © 2014 www.lumostech.training How do we get to the dashboard?  login at: <your-domain>/wp-login.php 23 Logging in
  25. 25. © 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
  26. 26. © 2014 www.lumostech.training Many pages have options for what is shown.  Click on the “screen options” tab (upper right). 25 Screen options tab
  27. 27. © 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
  28. 28. © 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
  29. 29. © 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
  30. 30. © 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
  31. 31. © 2014 www.lumostech.training The admin tool bar: 30 The tool bar
  32. 32. © 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
  33. 33. © 2014 www.lumostech.training 32 Posts and pages
  34. 34. © 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
  35. 35. © 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
  36. 36. © 2014 www.lumostech.training 35 Post display
  37. 37. © 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
  38. 38. © 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
  39. 39. © 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
  40. 40. © 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
  41. 41. © 2014 www.lumostech.training 40 Create a new post: 1, 2, 3!
  42. 42. © 2014 www.lumostech.training 41 A new post!
  43. 43. © 2014 www.lumostech.training We can also:  Add categories and tags to the posts. 42 Other post related items
  44. 44. © 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.
  45. 45. © 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
  46. 46. © 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
  47. 47. © 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
  48. 48. © 2014 www.lumostech.training Uploaded image is now in editor 47 The added image
  49. 49. © 2014 www.lumostech.training Go to YouTube:  Get the share link. 48 Add a YouTube video
  50. 50. © 2014 www.lumostech.training Paste the share link in your post or page. 49 Add a YouTube video
  51. 51. © 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.
  52. 52. © 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
  53. 53. © 2014 www.lumostech.training “kitchen sink” button shows second row for editor:  A few more editing options. 52 The kitchen sink
  54. 54. © 2014 www.lumostech.training 53 Editor size
  55. 55. © 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
  56. 56. © 2014 www.lumostech.training  Editing pages is almost the same as for a post.  Some options on right side are different. 55 Pages
  57. 57. © 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
  58. 58. © 2014 www.lumostech.training 57 WordPress settings panel
  59. 59. © 2014 www.lumostech.training How do we change the site title or tagline? 58 Site title and tagline
  60. 60. © 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
  61. 61. © 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
  62. 62. © 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
  63. 63. © 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
  64. 64. © 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
  65. 65. © 2014 www.lumostech.training 64 Menus
  66. 66. © 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
  67. 67. © 2014 www.lumostech.training 66 Menus
  68. 68. © 2014 www.lumostech.training Menus  if we add “Another Page”… 67 Menus
  69. 69. © 2014 www.lumostech.training 68 Updated menu
  70. 70. © 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
  71. 71. © 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
  72. 72. © 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
  73. 73. © 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
  74. 74. © 2014 www.lumostech.training Create a new menu 73 Create a new nav menu
  75. 75. © 2014 www.lumostech.training Drag and drop items to change order and hierarchy 74 Rearrange the menu
  76. 76. © 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
  77. 77. © 2014 www.lumostech.training A completely new menu, independent of the page order and hierarchy. 76 The new menu
  78. 78. © 2014 www.lumostech.training 77 Widgets
  79. 79. © 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
  80. 80. © 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
  81. 81. © 2014 www.lumostech.training The Widgets admin is under the Appearance menu. 80 Managing widgets
  82. 82. © 2014 www.lumostech.training Add a twitter widget to the sidebar.  A plugin was added to get this widget. 81 Add twitter widget
  83. 83. © 2014 www.lumostech.training 82 Added twitter widget
  84. 84. © 2014 www.lumostech.training 83 Resources
  85. 85. © 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
  86. 86. © 2014 www.lumostech.training  WordPress icon on top left of the admin bar has several links to usefull WordPress help resources. 85 WordPress Help
  87. 87. © 2014 www.lumostech.training Search for themes.  1000’s of themes available.  Themes are reviewed before release. 86 WordPress.org – theme repository
  88. 88. © 2014 www.lumostech.training Search for plugins.  1000’s of plugins.  Currently plugins are not reviewed. 87 WordPress.org – plugin repository
  89. 89. © 2014 www.lumostech.training The “codex”: from basics to code documentation. 88 WordPress.org – documentation
  90. 90. © 2014 www.lumostech.training The “support” forums.  Seek help with WordPress, theme and plugin issues. 89 WordPress.org – forums
  91. 91. © 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
  92. 92. © 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
  93. 93. © 2014 www.lumostech.training 92 Plugins
  94. 94. © 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
  95. 95. © 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
  96. 96. © 2014 www.lumostech.training The search results:  Several similar plugins shown.  Descriptions, ratings and version are shown. 95 Add plugins listing
  97. 97. © 2014 www.lumostech.training Install TinyMCE advanced.  Click the install.  A good idea to back up first! 96 Install
  98. 98. © 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
  99. 99. © 2014 www.lumostech.training TinyMCE Advanced installed and active 98 Plugin listing
  100. 100. © 2014 www.lumostech.training The Settings area  A new menu item has been created for the settings page for TinyMCE advanced. 99 TinyMCE settings
  101. 101. © 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
  102. 102. © 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
  103. 103. © 2014 www.lumostech.training 102 Plugin update status screen
  104. 104. © 2014 www.lumostech.training Can also update plugins using the WordPress updater – Again BACKUP FIRST! 103 Update plugins in the WordPress updater
  105. 105. © 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
  106. 106. © 2014 www.lumostech.training The details view gives some of it. 105 Finding/Choosing plugins
  107. 107. © 2014 www.lumostech.training Details view  Some more plugin info, but still not all 106 Finding/Choosing plugins
  108. 108. © 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
  109. 109. © 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.
  110. 110. © 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
  111. 111. © 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
  112. 112. © 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
  113. 113. © 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
  114. 114. © 2014 www.lumostech.training 113 Themes
  115. 115. © 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
  116. 116. © 2014 www.lumostech.training A popular theme that used to come with WordPress: 115 Twenty Ten
  117. 117. © 2014 www.lumostech.training Twenty Ten had 6 widget areas, 5 are being used  Empty areas are usually hidden 116 Lots of Widget locations
  118. 118. © 2014 www.lumostech.training Twenty Eleven also used to be included with WordPress, has sidebars on some pages. 117 Twenty Eleven
  119. 119. © 2014 www.lumostech.training And not on others... 118 Varied sidebars
  120. 120. © 2014 www.lumostech.training This is a very popular theme that still comes with WordPress. 119 Twenty Twelve
  121. 121. © 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
  122. 122. © 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
  123. 123. © 2014 www.lumostech.training 122 Theme customization - live preview
  124. 124. © 2014 www.lumostech.training The theme admin page – select the add new. 123 Adding/managing themes
  125. 125. © 2014 www.lumostech.training Finding a new theme: Featured themes. 124 Adding/managing themes
  126. 126. © 2014 www.lumostech.training Finding a new theme: Feature filter  Select some search parameters. 125 Adding/managing themes
  127. 127. © 2014 www.lumostech.training 126 Feature filter results:
  128. 128. © 2014 www.lumostech.training Keyword search results  Hover over image and click "Details & Preview" for more information. 127 Adding/managing themes
  129. 129. © 2014 www.lumostech.training 128 Details view
  130. 130. © 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
  131. 131. © 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
  132. 132. © 2014 www.lumostech.training Install the theme 131 Adding/managing themes
  133. 133. © 2014 www.lumostech.training Success 132 Installing the theme
  134. 134. © 2014 www.lumostech.training Note that the while the site looks different, the content and widgets are the same. 133 The theme
  135. 135. © 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
  136. 136. © 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
  137. 137. © 2014 www.lumostech.training  Test on a trial site  Local install or  Subdomain on hosting 136 Final notes for themes
  138. 138. © 2014 www.lumostech.training 137 Maintenance & SPAM
  139. 139. © 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
  140. 140. © 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
  141. 141. © 2014 www.lumostech.training 140 More comments - Link SPAM
  142. 142. © 2014 www.lumostech.training 141 Mobile SPAM - email Not a fact at all! Ha! Your profits or theirs?
  143. 143. © 2014 www.lumostech.training 142 The End
  144. 144. © 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
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