Designer-Friendly EE

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Designer-friendly tips and tricks for working with ExpressionEngine and making your clients happy.

Presentation for 3rd annual Engine Summit

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Designer-Friendly EE

  1. 1. Designer-Friendly Engine Summit May 29, 2012 Environments for Humans Some rights reserved
  2. 2. Web Designer Writer Instructoremilylewisdesign.comCo-host, EE Podcastee-podcast.comAuthor, Microformats Made Simplemicroformatsmadesimple.comContributing author, HTML5 Cookbookoreilly.com/catalog/0636920016038Email: emily@emilylewisdesign.comBlog: ablognotlimited.comTwitter: @emilylewis Designer-Friendly EE Engine Summit 2
  3. 3. ☺Designer Friendly ☺ ☺ Designer-Friendly EE Engine Summit 3
  4. 4. What I’m Good At• User-friendly interfaces• Standards-based front-end• Organization and planning Designer-Friendly EE Engine Summit 4
  5. 5. What I’m Good At What I’m Not• User-friendly interfaces • Programming• Standards-based front-end • Databases• Organization and planning • Servers and hosting Designer-Friendly EE Engine Summit 5
  6. 6. What I’m Good At What I’m Not• User-friendly interfaces ✓ • Programming n/a• Standards-based front-end ✓ • Databases n/a• Organization and planning ✓ • Servers and hosting n/a Designer-Friendly EE Engine Summit 6
  7. 7. ☺Designer + EE = ☺Advantages (?) Designer-Friendly EE Engine Summit 7
  8. 8. • ExpressionEngine• Add-Ons• User Experience Designer-Friendly EE Summit 8 Enginehttp://flic.kr/p/4iFgSi
  9. 9. ☺Projects ☺ Designer-Friendly EE Engine Summit 9
  10. 10. Plan of Attack ☺ Designer-Friendly EE Engine Summit 10
  11. 11. Documentation• Process - installation, configuration, go-live• EE dev - channels, custom fields, categories ... everything• Server environment, version controlMy Tools of Choice• Basecamp - basecamp.com• Dev Docs - devot-ee.com/add-ons/dev-docs Designer-Friendly EE Engine Summit 11
  12. 12. Project ManagementBasecampTo-do List Templates & Projects• Installation• Configuration• Go live• Everything in between Designer-Friendly EE Engine Summit 12
  13. 13. Project-specific DevelopmentDev Docseeinsider.com/articles/the-dreaded-documentation/• Naming conventions • Snippets• Server environment • Global Variables• Channels • Add-ons• Custom fields • File manager upload preferences• Categories • Control panel customizations• Templates Designer-Friendly EE Engine Summit 13
  14. 14. Project-specific DevelopmentDev Docs Designer-Friendly EE Engine Summit 14
  15. 15. Project-specific DevelopmentDev Docs Designer-Friendly EE Engine Summit 15
  16. 16. ☺ Projects ☺ExpressionEngine Designer-Friendly EE Engine Summit 16 http://flic.kr/p/88pYrq
  17. 17. Installing/Upgrading• Remove files you don’t need ee-podcast.com/episodes/time-saving-tips-techniques• Upload compressed file ee-spotlight.com/tutorials/a-better-way-to-ftp-your- expressionengine-site-use-zip-files• Expansion script ngenworks.com/blog/ee-upgrade-script/ Designer-Friendly EE Engine Summit 17
  18. 18. Post-Installation Best PracticesSecurityexpressionengine.com/user_guide/installation/best_practices.html• Rename system directory• Move system directory above the web root• Rename admin.php Designer-Friendly EE Engine Summit 18
  19. 19. Recommended SettingsSecuritymijingo.com/products/ebooklets/securing-expressionengine-2/ Designer-Friendly EE Engine Summit 19
  20. 20. Recommended SettingsSecuritymijingo.com/products/ebooklets/securing-expressionengine-2/ Designer-Friendly EE Engine Summit 20
  21. 21. Templates & Groups• Chunking train-ee.com/.../02-chunking-up-the- main-template-into-a-collection-of- embedded-templates• Limit embeds, try out Snippets and Global Variables* loweblog.com/downloads/ee-parse- order.pdf Designer-Friendly EE Engine Summit 21
  22. 22. Templates & Groups• Smart conditionals devot-ee.com/add-ons/ifelse derekallard.com/blog/post/simple-vs-complex-conditionals-in- expressionengine-templates• Organization and naming conventions Designer-Friendly EE Engine Summit 22
  23. 23. Add-Ons Designer-Friendly EE Engine Summit 23 http://flic.kr/p/chdd4
  24. 24. Text Editors• v2.5 Rich Text Editor* vimeo.com/37280018• Wygwam devot-ee.com/add-ons/wygwam Designer-Friendly EE Engine Summit 24
  25. 25. Matrixdevot-ee.com/add-ons/matrix Designer-Friendly EE Engine Summit 25
  26. 26. Matrixdevot-ee.com/add-ons/matrix Designer-Friendly EE Engine Summit 26
  27. 27. Playadevot-ee.com/add-ons/playa Designer-Friendly EE Engine Summit 27
  28. 28. Playadevot-ee.com/add-ons/playa Designer-Friendly EE Engine Summit 28
  29. 29. Matrix & Playa & Wygwam Designer-Friendly EE Engine Summit 29
  30. 30. Low Variablesdevot-ee.com/add-ons/low-variables Designer-Friendly EE Engine Summit 30
  31. 31. Low Variablesdevot-ee.com/add-ons/low-variables Designer-Friendly EE Engine Summit 31
  32. 32. Low Variables Designer-Friendly EE Engine Summit 32
  33. 33. Single Entrydevot-ee.com/add-ons/single-entry Designer-Friendly EE Engine Summit 33
  34. 34. Navigation• NavEE devot-ee.com/add-ons/navee• Structure buildwithstructure.com Designer-Friendly EE Engine Summit 34
  35. 35. Devot:ee Monitordevot-ee.com/add-ons/devotee-monitor Designer-Friendly EE Engine Summit 35
  36. 36. User Experience Designer-Friendly EE Engine Summit36 http://flic.kr/p/4NWv4G
  37. 37. Better Publish FormsCustom FieldsGood Field Labels & Instructions• HTML allowed• Instructions on steriods ee-garage.com/nsm-publish-hints Designer-Friendly EE Engine Summit 37
  38. 38. Better Publish FormsCustom FieldsThe Right Fieldtype for Your Client• VZ Address devot-ee.com/add-ons/vz-address Designer-Friendly EE Engine Summit 38
  39. 39. Better Publish FormsPublish Layouts eeinsider.com/blog/help-troubleshoot-publish-layouts/ Designer-Friendly EE Engine Summit 39
  40. 40. Better Publish FormsTitle & Title URL Labelsdevot-ee.com/add-ons/mx-title-control Designer-Friendly EE Engine Summit 40
  41. 41. Better Publish FormsTitle & Title URL Labelsdevot-ee.com/add-ons/mx-title-control Designer-Friendly EE Engine Summit 41
  42. 42. Better Control PanelMain Menu Buttons Designer-Friendly EE Engine Summit 42
  43. 43. Better Control PanelAccess Designer-Friendly EE Engine Summit 43
  44. 44. What I Will Always Do What I Might Do• Modified install/upgrade • Low Variables• Security changes • Playa• Good templating practices • Single Entry• Add-ons • NavEE/Structure • Dev Docs • Matrix • MX Title Control* • VZ Address • Wygwam* • Devot:ee Monitor* Designer-Friendly EE Engine Summit 44
  45. 45. ?How Far Do You Go Designer-Friendly EE Engine Summit 45
  46. 46. Know Your Project!• Budget• Timeline• Functionality requirements• Content authors - number, skill• Publishing workflows• Your own skill level Designer-Friendly EE Engine Summit 46
  47. 47. • Document, document, document• Plan, plan, plan• Get out of your comfort zone• Try add-ons• Focus on user experience Designer-Friendly EE Engine Summit 47 http://flic.kr/p/5WrMdi
  48. 48. More Info ☺• NSM config bootstrap ee-garage.com/nsm-config-bootstrap• ExpressionEngine Site Strategy with Dev Docs expressionengine.com/blog/entry/ expressionengine_site_strategy_with_dev_docs• EE, Faster speakerdeck.com/u/jacobrussell/p/ee-faster• Parse Order and Low Variables gotolow.com/blog/parse-order-and-low-variables Designer-Friendly EE Engine Summit 48
  49. 49. More Info ☺• Relationships with Playa mijingo.com/products/screencasts/playa-relationships-expressionengine/• Switchee devot-ee.com/add-ons/switchee• NSM override.css ee-garage.com/override-css• Nerdery Theme github.com/litzinger/Nerdery-Theme Designer-Friendly EE Engine Summit 49
  50. 50. Questions?emily@emilylewisdesign.com @emilylewis Designer-Friendly EE Engine Summit 50
  51. 51. ☺thanks Designer-Friendly EE Engine Summit 51

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