Introduction to WordPress
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    Introduction to WordPress Introduction to WordPress Presentation Transcript

    • Introduction to WordPress Rick Radko r3df.com WordCamp, Ottawa April 25th, 2013
    • A little bit about me Rick Radko – R-Cubed Design Forge  Software, web and app designer/developer.  Creating custom web sites since 1996.  Co-organizer of: WordCamp Ottawa 2013.  Co-organizer of: The Ottawa WordPress Group.  If you have questions or need help, contact me at: wpinfo@r3df.com. Slides are posted at:  http://www.slideshare.net/r3df © 2012 Rick Radko, r3df.com 1
    • Learning about WordPress WordPress is BIG, lots of features  Take small bites!  and keep chewing…  Ask questions.  Everyone was new to WordPress at one time. © 2012 Rick Radko, r3df.com 2
    • Contents - Part 1 1. 2. 3. 4. 5. About WordPress The dashboard Posts and pages The settings panel Menus © 2012 Rick Radko, r3df.com 3
    • Contents - Part 2 6. Widgets 7. Resources 8. Plugins 9. Themes 10. Maintenance & SPAM © 2012 Rick Radko, r3df.com 4
    • About WordPress © 2012 Rick Radko, r3df.com 5
    • What is WordPress? 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. © 2012 Rick Radko, r3df.com 6
    • WordPress is WYSIWYG Looks similar to a lot of word processing applications.  This image shows the WordPress post editor with an extended editor plugin added (TinyMCE Advanced) © 2012 Rick Radko, r3df.com 7
    • What is WordPress continued… 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.  Needs a web server with PHP and MySQL to run.  Hosting service for public sites.  Local server to run it on your pc/laptop. © 2012 Rick Radko, r3df.com 8
    • Sites using WordPress – wordpress.org showcase © 2012 Rick Radko, r3df.com 9
    • 007.com 007.com is on WordPress © 2012 Rick Radko, r3df.com 10
    • Is it really free? 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. © 2012 Rick Radko, r3df.com 11
    • WordPress versions 3 different WordPress’s:  WordPress.com  Often referred to as “.com” WordPress.  Note: This not at all related to using or not using “.com” domains for your website.  WordPress.org (Self hosted)  Regular  Network or Multisite Need to be aware of which one we are talking about, reading about or using, there are differences. © 2012 Rick Radko, r3df.com 12
    • WordPress.com 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 © 2012 Rick Radko, r3df.com 13
    • WordPress.org  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! © 2012 Rick Radko, r3df.com 14
    • WordPress.org customizing  Can add plugins to make your site:  multilingual. - Numerous techniques & plugins.  a social site like Facebook. (BuddyPress)  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) © 2012 Rick Radko, r3df.com 15
    • WordPress.org customizing 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. © 2012 Rick Radko, r3df.com 16
    • WordPress.org networks or multisite 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. © 2012 Rick Radko, r3df.com 17
    • Install WordPress © 2012 Rick Radko, r3df.com 18
    • Installing WordPress 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. © 2012 Rick Radko, r3df.com 19
    • The dashboard - admin © 2012 Rick Radko, r3df.com 20
    • WordPress front-end WordPress has 2 interfaces for users: Front-end  The part of site that your site visitors typically see.  The public side of your site. © 2012 Rick Radko, r3df.com 21
    • WordPress back-end, admin or “dashboard” WordPress back-end or “dashboard”  Where you manage the site. © 2012 Rick Radko, r3df.com 22
    • Logging in How do we get to the dashboard?  login at: your-domain/wp-login.php © 2012 Rick Radko, r3df.com 23
    • Welcome message After logging in you will arrive at the dashboard.  This is the dashboard on a brand new site. © 2012 Rick Radko, r3df.com 24
    • The dashboard The dashboard with the welcome box dismissed. © 2012 Rick Radko, r3df.com 25
    • Screen options tab Many pages have options for what is shown.  Click on the “screen options” tab (upper right). © 2012 Rick Radko, r3df.com 26
    • Screen options 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. © 2012 Rick Radko, r3df.com 27
    • Help tab Beside the screen options tab there is a “help” tab on every page – again it is context sensitive. © 2012 Rick Radko, r3df.com 28
    • The help tab The help tab items on the left side:  Have general WordPress help.  May have added help from plugins and/or themes. Links to WordPress on the right. © 2012 Rick Radko, r3df.com 29
    • The tool bar The admin tool bar:  Context sensitive menu at the top of the screen.  Drop down menus for some items. © 2012 Rick Radko, r3df.com 30
    • The tool bar Front end tool bar  Very similar to admin tool bar  Only shows if you are logged in © 2012 Rick Radko, r3df.com 31
    • Main navigation On the left side of the admin screen is the main navigation menu:  Access all your content.  Control WordPress settings. © 2012 Rick Radko, r3df.com 32
    • Posts and pages © 2012 Rick Radko, r3df.com 33
    • Posts and pages Posts and pages are the basic content holders for a WordPress site.  Posts:  Collection of static content blocks.  Associated with a date:  URL: your-domain/2008/11/30/post-title.  Only posts in RSS feed.  Posts have categories and tags. © 2012 Rick Radko, r3df.com 34
    • Posts  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. © 2012 Rick Radko, r3df.com 35
    • Post display © 2012 Rick Radko, r3df.com 36
    • Single post display  Sidebar is the same as the listing page, but it could be different.  Comments are shown with box to add a new comment © 2012 Rick Radko, r3df.com 37
    • Pages 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/ © 2012 Rick Radko, r3df.com 38
    • Page display  Only one way to display the page.  May have sidebar.  No date, tags or category information on page.  May have comments section. © 2012 Rick Radko, r3df.com 39
    • Creating a post (or a page) is really easy From the dashboard -> select “Add New” from the Posts menu item. © 2012 Rick Radko, r3df.com 40
    • Create a new post: 1, 2, 3! © 2012 Rick Radko, r3df.com 41
    • A new post! © 2012 Rick Radko, r3df.com 42
    • Other post related items We can also:  Add categories and tags to the posts. © 2012 Rick Radko, r3df.com 43
    • More post related items We can also:  Change publishing options:  Published/Review/Draft  Visibility and passwords.  Publishing dates and future publishing. © 2012 Rick Radko, r3df.com 44
    • Even more post related items (and pages too) We can also:  Added images and other media including videos.  3.5 has a big Add Media button © 2012 Rick Radko, r3df.com 45
    • Insert Media New drag and drop media up-loader  Just drag a file on to the page. © 2012 Rick Radko, r3df.com 46
    • Image options The image uploader has a few options and lets you change title, alt text and add captions. © 2012 Rick Radko, r3df.com 47
    • Add a YouTube video Go to YouTube:  Get share link. © 2012 Rick Radko, r3df.com 48
    • Add a YouTube video Paste share link in your content  Update your post. © 2012 Rick Radko, r3df.com 49
    • A post with videos and images © 2012 Rick Radko, r3df.com 50
    • HTML view Use HTML view to:  Embed HTML code like YouTube snippets.  Change HTML directly, sometimes needed to get things right. © 2012 Rick Radko, r3df.com 51
    • The kitchen sink “kitchen sink” button shows second row for editor:  A few more editing options. © 2012 Rick Radko, r3df.com 52
    • Editor size Editor Size - Used to be a Writing Setting  I usually find the default editor size is to small and expand it. © 2012 Rick Radko, r3df.com 53
    • Pasting from Word/Excel 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 from Word button.  May loose formatting, tables, lists etc – do final layout/formatting in WordPress. © 2012 Rick Radko, r3df.com 54
    • Pages Pages  Editing pages is almost the same as a post. © 2012 Rick Radko, r3df.com 55
    • The "All posts" or "All pages" list 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. © 2012 Rick Radko, r3df.com 56
    • WordPress settings panel © 2012 Rick Radko, r3df.com 57
    • Site title and tagline How do we change the site title or tagline? © 2012 Rick Radko, r3df.com 58
    • WordPress - general settings Change the tagline in the Settings -> General page  There are quite a few important options here. © 2012 Rick Radko, r3df.com 59
    • Permalinks Permalink 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. © 2012 Rick Radko, r3df.com 60
    • Settings - permalinks Several options:  For the example: month and name is set.  There is also a custom box where you can edit the permalink if you need something unusual. © 2012 Rick Radko, r3df.com 61
    • The URL’s with permalinks The sample page is now:  http://your-domain/sample-page The child page is now:  http://your-domain/sample-page/sample-childpage  It shows the hierarchy Our post is now:  http://your-domain/2012/05/hello-wpottawa © 2012 Rick Radko, r3df.com 62
    • Permalink also shows in editor You can override permalinks – use edit  If you change your title, you need to update the permalink.  Note: if you change the permalink, you may want to add a redirect for the old url. © 2012 Rick Radko, r3df.com 63
    • Menus © 2012 Rick Radko, r3df.com 64
    • Menus © 2012 Rick Radko, r3df.com 65
    • Menus  The menus on the test site right now are created from the page list.  WordPress takes hierarchy and order from the page list, with home added at the start. © 2012 Rick Radko, r3df.com 66
    • Menus Menus  if we add “Another Page”… © 2012 Rick Radko, r3df.com 67
    • Updated menu © 2012 Rick Radko, r3df.com 68
    • Ordering menus  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. © 2012 Rick Radko, r3df.com 69
    • Quick editor  But, the quick editor is faster for reorganizing pages.  The quick editor is an option on the page or post listing. © 2012 Rick Radko, r3df.com 70
    • Quick editor  Note that you can change many of the page (and posts) settings here. © 2012 Rick Radko, r3df.com 71
    • The nav menu system Under Appearance there is a Menus tab  Need admin privileges.  Need a theme the supports nav menus. © 2012 Rick Radko, r3df.com 72
    • Create a new nav menu Create a new menu © 2012 Rick Radko, r3df.com 73
    • Add menu items © 2012 Rick Radko, r3df.com 74
    • New menu items © 2012 Rick Radko, r3df.com 75
    • Rearrange the menu Drag and drop items to change order and hierarchy © 2012 Rick Radko, r3df.com 76
    • Setting the theme location Some themes may have many locations for placing menus © 2012 Rick Radko, r3df.com 77
    • The new menu A completely new menu, independent of the page order and hierarchy. © 2012 Rick Radko, r3df.com 78
    • Widgets © 2012 Rick Radko, r3df.com 79
    • Widgets Widgets are tools or content items that you can add, arrange, and remove from the widgetized areas of your theme. © 2012 Rick Radko, r3df.com 80
    • Widgets can be anywhere a theme defines them Originally widgets were only in sidebars, but now themes can have many areas for them including headers, footers, sidebars and special front page spaces. © 2012 Rick Radko, r3df.com 81
    • Managing widgets The Widgets admin is in the Appearance menu © 2012 Rick Radko, r3df.com 82
    • Managing widgets Drag and drop widgets into or out of the Widget areas.  Lets add a calendar. © 2012 Rick Radko, r3df.com 83
    • Managing widgets Remove the meta widget.  It’s not really needed and takes up sidebar space. © 2012 Rick Radko, r3df.com 84
    • The revised sidebar © 2012 Rick Radko, r3df.com 85
    • A twitter widget A twitter widget added to the sidebar.  A plugin was added to get this widget. © 2012 Rick Radko, r3df.com 86
    • Resources © 2012 Rick Radko, r3df.com 87
    • WordPress.org 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/ © 2012 Rick Radko, r3df.com 88
    • WordPress.org  WordPress icon menu on top left of the admin bar will take you there. © 2012 Rick Radko, r3df.com 89
    • WordPress.org – theme repository Search for themes.  1000’s of themes available.  Themes are reviewed before release. © 2012 Rick Radko, r3df.com 90
    • WordPress.org – plugin repository Search for plugins.  1000’s of plugins.  Currently plugins are not reviewed. © 2012 Rick Radko, r3df.com 91
    • WordPress.org – documentation The “codex”.  Everything from the basics to code documentation. © 2012 Rick Radko, r3df.com 92
    • WordPress.org – forums The “support” forums.  Can seek help with WordPress issues, including themes and plugins from the repositories. © 2012 Rick Radko, r3df.com 93
    • Other help 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. © 2012 Rick Radko, r3df.com 94
    • Other help WordCamps: “WordCamp is a conference that focuses on everything WordPress.” – WordCamp Central  Montreal: June 29/30.  Toronto: In the fall, announcement on Sat.  All sorts of WordCamps world wide: http://central.wordcamp.org/ © 2012 Rick Radko, r3df.com 95
    • Plugins © 2012 Rick Radko, r3df.com 96
    • Adding and managing plugins  Cannot add plugins on WordPress.com.  You can enable/disable which ones you are using, and change settings.  Go to Plugins in the main nav menu. © 2012 Rick Radko, r3df.com 97
    • Updating plugins ALWAYS BACKUP FIRST!!!  Updates are easy, just click the link.  Updates can break your site, back-ups make it easy to undo. © 2012 Rick Radko, r3df.com 98
    • Plugin update status screen © 2012 Rick Radko, r3df.com 99
    • Update plugins in the WordPress updater Can also update plugins using the WordPress updater – BACKUP FIRST! © 2012 Rick Radko, r3df.com 100
    • Adding plugins Add plugins from the Add New item under the Plugins menu item.  Search for the plugin.  Can search for plugins based on keywords, or name. © 2012 Rick Radko, r3df.com 101
    • Add plugins listing The search results:  Several similar plugins shown.  Descriptions, ratings and version are shown. © 2012 Rick Radko, r3df.com 102
    • Install Install TinyMCE advanced.  Click the install.  A good idea to back up first! © 2012 Rick Radko, r3df.com 103
    • Install status A screen similar to the update page, showing the install status.  Some plugins will auto-activate, most you need to activate. © 2012 Rick Radko, r3df.com 104
    • Plugin listing TinyMCE Advanced installed and active © 2012 Rick Radko, r3df.com 105
    • TinyMCE settings The Settings area  A new menu item has been created for the settings page for TinyMCE advanced. © 2012 Rick Radko, r3df.com 106
    • Plugin Settings 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. © 2012 Rick Radko, r3df.com 107
    • Finding/Choosing plugins 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. © 2012 Rick Radko, r3df.com 108
    • Finding/Choosing plugins The details view give some of it. © 2012 Rick Radko, r3df.com 109
    • Finding/Choosing plugins Details view  Some more plugin info, but still not all © 2012 Rick Radko, r3df.com 110
    • Finding/Choosing plugins  All of it is on the plugin repository.  Look at the last updated date.  Check compatibility.  Is it popular? (downloads) © 2012 Rick Radko, r3df.com 111
    • A plugin with issues Signs there may be problems  No support – 5 weeks no answer.  There will always be some broken reports, but more broken than works is not good. © 2012 Rick Radko, r3df.com 112
    • Google Analytics  One of the top rated Google analytics plugins.  Note there are still issues…  Look at over-all, not absolutes when evaluating. © 2012 Rick Radko, r3df.com 113
    • Google analytics plugin 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. © 2012 Rick Radko, r3df.com 114
    • Beware of unknown plugins 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-wordpresstoolspack-plugin.html *plugins on the repository are not guaranteed to be clean, but malware is usually spotted quickly by users © 2012 Rick Radko, r3df.com 115
    • Plugin final notes  Remove unused plugins, 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!!! © 2012 Rick Radko, r3df.com 116
    • Themes © 2012 Rick Radko, r3df.com 117
    • Themes 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. © 2012 Rick Radko, r3df.com 118
    • Twentyten One of the themes that comes used to come with WordPress: © 2012 Rick Radko, r3df.com 119
    • Widget locations Twentyten has 6 widget areas, 5 are being used  Empty areas are usually hidden © 2012 Rick Radko, r3df.com 120
    • Page layouts TwentyEleven (another included theme) has sidebars on some pages. © 2012 Rick Radko, r3df.com 121
    • Page layouts And not on others... © 2012 Rick Radko, r3df.com 122
    • TwentyTwelve The current default theme in WordPress. © 2012 Rick Radko, r3df.com 123
    • Page layouts  Some themes:  have layout options.  have templates for layouts.  You should use a child theme to modify layouts.  Not too hard to do, but does require some coding.  DO NOT ALTER THEME FILES!!! © 2012 Rick Radko, r3df.com 124
    • Adding/managing themes The theme admin page:  Go to Appearance in the main nav menu. © 2012 Rick Radko, r3df.com 125
    • Theme options - header © 2012 Rick Radko, r3df.com 126
    • Theme options - background © 2012 Rick Radko, r3df.com 127
    • Theme header and background © 2012 Rick Radko, r3df.com 128
    • Theme customizing preview New as of 3.4 - theme customizing preview © 2012 Rick Radko, r3df.com 129
    • Theme customizing preview Change theme options.  Live demo site, changes not on real site until you save. © 2012 Rick Radko, r3df.com 130
    • Adding/managing themes The theme admin page – select the install tab. © 2012 Rick Radko, r3df.com 131
    • Adding/managing themes Finding a new theme:  Select some search parameters. © 2012 Rick Radko, r3df.com 132
    • Adding/managing themes Search results – expand details. © 2012 Rick Radko, r3df.com 133
    • Theme repository As with plugins:  you get more detail on WordPress.org.  but less info than for plugins. © 2012 Rick Radko, r3df.com 134
    • Adding/managing themes 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. © 2012 Rick Radko, r3df.com 135
    • Adding/managing themes Install the theme © 2012 Rick Radko, r3df.com 136
    • The new theme Note that the while the site looks different, the content and widgets are the same. © 2012 Rick Radko, r3df.com 137
    • Theme driven front page Some themes have very sophisticated home pages, which may have no “content”.  Neither posts or pages are shown.  All content is in options for the theme. © 2012 Rick Radko, r3df.com 138
    • Final notes for themes  Beware free themes not from WordPress.org  Google “Free WordPress Themes” and you are guaranteed to find yourself some malware.  Many good commercial themes not on WordPress.org.  iThemes  WooThemes  Studiopress  Elegant Themes  and more  Freelance themes on Theme Forest © 2012 Rick Radko, r3df.com 139
    • Final notes for themes  Test on a trial site  Local install or  Subdomain on hosting © 2012 Rick Radko, r3df.com 140
    • Maintenance & SPAM © 2012 Rick Radko, r3df.com 141
    • Maintenance 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. © 2012 Rick Radko, r3df.com 142
    • REAL Examples - comment SPAM - SEO How did he find it if it was so hard? Unsolicited third party recommendation? © 2012 Rick Radko, r3df.com 143
    • More comments - Link SPAM © 2012 Rick Radko, r3df.com 144
    • Mobile SPAM - email Not a fact at all! Ha! Your profits or theirs? © 2012 Rick Radko, r3df.com 145
    • The End © 2012 Rick Radko, r3df.com 146
    • Contact Rick Radko  email: wpinfo@r3df.com  twitter: @r3designforge Slides at:  www.slideshare.net/r3df © 2012 Rick Radko, r3df.com 147