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“How to WordPress: the basics”
 Part 2




Rick Radko                 WPOTTAWA, Ottawa
r3df.com                     June 13th, 2012
Who am I?

Rick Radko – R-Cubed Design Forge
   Software, web and app designer/developer.
   Creating web sites since 1996.
   Artistic and creative engineer.

   WordPress enthusiast.
         Co-organizer of: The Ottawa WordPress Group.
          http://wpottawa.org

Slides are posted at:
   http://www.slideshare.net/r3df
© 2012 Rick Radko, r3df.com                              1
Who are you?




© 2012 Rick Radko, r3df.com   2
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                     3
Side Note

During the part one presentation the question of
how old WordPress is came up:
   The first version of WordPress was released May
    27, 2003




© 2012 Rick Radko, r3df.com                           4
Contents - Part 1


1.      About WordPress
2.      The dashboard
3.      Intro to the settings panel
4.      Posts and Pages

For part 1, see: http://www.slideshare.net/r3df/how-to-
wordpress-the-basics-part-1



© 2012 Rick Radko, r3df.com                               5
Contents - Part 2


5. Menus
6. Widgets
7. Resources
8. Plugins
9. Themes
10. More WordPress settings
11. Users


© 2012 Rick Radko, r3df.com   6
Menus




© 2012 Rick Radko, r3df.com   7
Menus

   The menu currently on our test site




© 2012 Rick Radko, r3df.com               8
Menus – based on page order

   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                            9
Menus – based on page order

Menus
   If we add “Another Page”, it appears in position
    alphabetically.




© 2012 Rick Radko, r3df.com                            10
Updated menu




© 2012 Rick Radko, r3df.com   11
Ordering menus – based on page order

   Changing the menu order requires numerically
    ordering the pages at each level.
   To change hierarchy, change the page parent.
   You can edit these settings in the page editor.




© 2012 Rick Radko, r3df.com                           12
Quick editor

   Or you can use the quick editor, which is faster for
    reorganizing pages.
   Hover on the page title and select “Quick Edit”.




© 2012 Rick Radko, r3df.com                                13
Quick Editor

   Change the order and parent for each page as
    needed.
   Note: the display order in the page list does not
    update immediately, you need to reload the page.




© 2012 Rick Radko, r3df.com                             14
Quick editor

   You can also change many of the settings that we
    looked at previously in the full editor.
   The same is true of posts, in the post list.




© 2012 Rick Radko, r3df.com                            15
Ordering menus the better way

   This ordering process works to organize your
    menus, but it is cumbersome. If you need to insert
    a new page, you often need to re-order a lot of
    pages.
   Even if you don’t organize menus this way, you will
    still need to be familiar with the concept to add
    hierarchy to your URL’s.

   Since version 3.0, we’ve had a new way to do
    menus, the “Navigation Menu” system, or “Nav
    Menus”
© 2012 Rick Radko, r3df.com                           16
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                17
Nav menus

Nav menus lets you build menus that are
independent of the page order and hierarchy
   The menu builder is drag and drop
   It’s a bit more work, but I recommend that the
    page hierarchy matches the menu hierarchy to get
    nice matching URL’s. You only need to do the
    hierarchy (parent setting), you don’t need to order
    your pages to match the menu.




© 2012 Rick Radko, r3df.com                           18
Create a new nav menu

Create a new menu




© 2012 Rick Radko, r3df.com   19
The new menu




© 2012 Rick Radko, r3df.com   20
Add menu items




© 2012 Rick Radko, r3df.com   21
New menu items




© 2012 Rick Radko, r3df.com   22
Rearrange the menu

Drag and drop items to change order and
hierarchy.




© 2012 Rick Radko, r3df.com               23
Setting the theme location

Some themes may have many locations for
placing menus.




© 2012 Rick Radko, r3df.com               24
The new menu

The test site now has a new menu, independent of
the page order and hierarchy.




© 2012 Rick Radko, r3df.com                    25
Widgets




© 2012 Rick Radko, r3df.com   26
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                       27
Widgets can be anywhere a theme defines

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                         28
Managing widgets

The Widgets admin is in the Appearance menu.




© 2012 Rick Radko, r3df.com                    29
Managing widgets

Drag and drop widgets into or out of the Widget
areas.




© 2012 Rick Radko, r3df.com                       30
Managing widgets

Removing the meta widget.
   It’s not really needed and takes up sidebar space.




© 2012 Rick Radko, r3df.com                              31
The revised sidebar




© 2012 Rick Radko, r3df.com   32
A twitter widget

A twitter widget added to the sidebar.
   A plugin was added to get this widget.




© 2012 Rick Radko, r3df.com                  33
Resources




© 2012 Rick Radko, r3df.com   34
WordPress.org

WordPress.org, the official source for all things
WordPress.
   Theme repository – get free and commercial
    themes.
   Plugin repository – get plugins.
   The “codex” – find documentation.
   Support forums – get help.


WordPress TV: WordCamp and other videos.
   http://wordpress.tv/
© 2012 Rick Radko, r3df.com                         35
WordPress.org

   WordPress icon menu on top left of the admin bar
    will take you there.




© 2012 Rick Radko, r3df.com                            36
WordPress.org




© 2012 Rick Radko, r3df.com   37
WordPress.org – theme repository

Search for themes.
   1000’s of themes.
   Themes are reviewed before release.




© 2012 Rick Radko, r3df.com               38
WordPress.org – plugin repository

Search for plugins.
   1000’s of plugins.
   Currently plugins are not reviewed.




© 2012 Rick Radko, r3df.com               39
WordPress.org – documentation

The “codex”.
   Everything from the basics to code documentation.




© 2012 Rick Radko, r3df.com                             40
WordPress.org – forums

“support” forums
   Can seek help with WordPress issues, including
    themes and plugins from the repositories.




© 2012 Rick Radko, r3df.com                          41
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.



© 2012 Rick Radko, r3df.com                             42
Other help

WordCamps
       “WordCamp is a conference that focuses on
       everything WordPress.” – WordCamp Central
   Montreal: WordCamp Aug, 18/19, 2012.
   Toronto:
         Has a user WordCamp scheduled for Sept 29/30,
          2012.
         Has a developer WordCamp scheduled for Nov 3/4,
          2012.
   All sorts of WordCamps world wide
    http://central.wordcamp.org/
© 2012 Rick Radko, r3df.com                             43
Plugins




© 2012 Rick Radko, r3df.com   44
Adding and managing plugins

   Cannot add plugins to a site on WordPress.com.
         You can enable which ones you are using, and
          change settings.
   Go to Plugins in the main nav menu




© 2012 Rick Radko, r3df.com                              45
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                         46
Plugin update status screen




© 2012 Rick Radko, r3df.com   47
Update plugins in the WordPress updater

Can also update plugins using the WordPress
updater – BACKUP FIRST!




© 2012 Rick Radko, r3df.com                   48
Adding plugins

Add plugins from the Add New item under the
Plugins menu item.
   Search for plugins based on keywords, or name.
   I entered TinyMCE Advanced.




© 2012 Rick Radko, r3df.com                          49
Add plugins search results

The search results.
   Several similar and/or related plugins may be
    shown.
   Descriptions, ratings and version are shown.




© 2012 Rick Radko, r3df.com                         50
Install

Install TinyMCE advanced
   Click the install.
   A good idea to back up first!




© 2012 Rick Radko, r3df.com         51
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                             52
Plugin listing

TinyMCE Advanced installed and active.




© 2012 Rick Radko, r3df.com              53
TinyMCE settings

The Settings area
   A new menu item has been created for the
    settings page.




© 2012 Rick Radko, r3df.com                    54
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 menu locations for hiding settings pages.




© 2012 Rick Radko, r3df.com                        55
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                        56
Finding/Choosing plugins

The plugin search listing, plugin information.




© 2012 Rick Radko, r3df.com                      57
Finding/Choosing plugins

The details view gives some more detailed
information.




© 2012 Rick Radko, r3df.com                 58
Finding/Choosing plugins

Details view:
   Some more plugin info, but still not all.




© 2012 Rick Radko, r3df.com                     59
Finding/Choosing plugins

   All of the details
    for a plugin are
    on the plugin
    repository.
   Look at the last
    updated date.
   Check
    compatibility.
   Is it popular?
    (downloads)

© 2012 Rick Radko, r3df.com   60
A plugin with issues

Signs there may be problems:
     Poor support? 5 weeks no
      answers, although some
      plugins have their own
      forums and don’t answer
      here.
     There will always be some
      broken reports, but more
      broken than works is not
      good.

© 2012 Rick Radko, r3df.com       61
An example of a good plugin

   One of the top rated
    Google analytics
    plugins.
   Note, even though this
    is a good plugin there
    are complaints about
    it. (it’s almost
    impossible to be
    compatible with
    everything)



© 2012 Rick Radko, r3df.com   62
Choosing plugins

   Good, popular plugins will have complaints about
    them – lots of users under different conditions,
    plus some users with unreasonable expectations.
   Need to look at the total picture, not absolute
    values when evaluating plugins or you will
    eliminate good plugins.




© 2012 Rick Radko, r3df.com                            63
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                          64
Beware of unknown plugins

There are many plugins not on the WordPress.org
repository.
   Many of these plugins are very good – most good
    plugins not on the repository cost to use.
    (“commercial” plugins are not allowed on the
    repository)
   Many are not good, and may 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
© 2012 Rick Radko, r3df.com                                65
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                                 66
Themes




© 2012 Rick Radko, r3df.com   67
Themes

A theme defines the look and feel of your site.
   Sets the graphics, colors.
   Sets the widget locations.
   Defines page and 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                               68
Twentyten

One of the themes that comes with WordPress




© 2012 Rick Radko, r3df.com                   69
Widget locations

Twentyten has 6 widget areas, 5 are being used
   Empty areas are usually hidden




© 2012 Rick Radko, r3df.com                      70
Page layouts

Twentyeleven (another included theme) has
sidebars on some pages




© 2012 Rick Radko, r3df.com                 71
Page layouts

and not on others




© 2012 Rick Radko, r3df.com   72
Page layouts

   Some themes
         have layout options
         have templates for layouts
         will need 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                                        73
Adding/managing themes

The theme admin page
   Go to Appearance in the main nav menu




© 2012 Rick Radko, r3df.com                 74
Theme options - header




© 2012 Rick Radko, r3df.com   75
Theme header




© 2012 Rick Radko, r3df.com   76
Theme options - background




© 2012 Rick Radko, r3df.com   77
Theme background




© 2012 Rick Radko, r3df.com   78
Adding/managing themes

New 3.4 theme customizing preview




© 2012 Rick Radko, r3df.com         79
Theme customizing preview

Change theme options
   Live demo site, changes not on real site until you
    save




© 2012 Rick Radko, r3df.com                              80
Adding/managing themes

The theme admin page – select the install tab




© 2012 Rick Radko, r3df.com                     81
Adding/managing themes

Finding a new theme
   Select some search parameters




© 2012 Rick Radko, r3df.com         82
Adding/managing themes

Search results – expand details




© 2012 Rick Radko, r3df.com       83
Adding/managing themes

As with plugins
   you get more detail on WordPress.org
   but less info than for plugins




© 2012 Rick Radko, r3df.com                84
Adding/managing themes

Choosing themes is less clear than plugins.
   You need it
         to look good for you
         have the features you want

   And still
         have support
              check the forums
              check the last update date
         be good/reliable
              check the ratings
© 2012 Rick Radko, r3df.com                   85
Adding/managing themes

Install the theme




© 2012 Rick Radko, r3df.com   86
Adding/managing themes

The usual install status screen




© 2012 Rick Radko, r3df.com       87
The new theme




                              Note that the
                              while the site
                              looks different,
                              the content and
                              widgets are the
                              same.
© 2012 Rick Radko, r3df.com                  88
Final notes for themes

   Test on a trial site
         Local install or
         Subdomain on hosting
   Beware free themes not from WordPress.org

   Many good commercial themes not on
    WordPress.org




© 2012 Rick Radko, r3df.com                     89
WordPress Settings




© 2012 Rick Radko, r3df.com   90
Reading settings

Front page settings
   Set blog (latest posts) or static (any page) front
    page (Home page)
   Some post display settings




© 2012 Rick Radko, r3df.com                              91
Reading settings

Front page settings
   blog (latest posts)
    on front page
   Reverse
    chronological
    display of posts




© 2012 Rick Radko, r3df.com   92
Reading settings

Front page settings
   Set static front page
         Set-up Blog page, and Home page first
         Blog page is an empty page – title of your blog




© 2012 Rick Radko, r3df.com                                 93
Reading settings

Front page settings
         Home page will usually have content




© 2012 Rick Radko, r3df.com                     94
Reading settings

Front page settings
   Set static front page
   Select you pages




© 2012 Rick Radko, r3df.com   95
Static front page

We now have a
page for our home
page.




© 2012 Rick Radko, r3df.com   96
Theme driven front page

Some themes have
very sophisticated
home pages, which
may have no
“content”.
   Neither posts or
    pages are shown




© 2012 Rick Radko, r3df.com   97
Writing settings

Editor Size
   I usually find the default editor size of 20 lines is
    to small and up it to 30-40.




© 2012 Rick Radko, r3df.com                                 98
Permalinks

Change off of the default permalink setting
   Anything other than default is good




© 2012 Rick Radko, r3df.com                   99
Settings - permalinks

Permalink settings change the way the URL is
displayed.

Default sample page URL:
   http://wordpress.dev1/?page_id=2

The sample page is now:
   http://wordpress.dev1/sample-page



© 2012 Rick Radko, r3df.com                    100
Users




© 2012 Rick Radko, r3df.com   101
User levels

Standard User Levels
Most to least powerful
   Super Admin – Networks (multisite) only
   Admin - can do anything!
   Editor
   Author
   Contributor
   Subscriber – can do nothing, comment only



© 2012 Rick Radko, r3df.com                     102
User roles

Super Admin
   Someone with access to the blog network
    administration features controlling the entire
    network.
Administrator
   Somebody who has access to all the
    administration features
Editor
   Somebody who can publish and manage posts and
    pages as well as manage other users' posts, etc.
© 2012 Rick Radko, r3df.com                          103
User roles

Author
   Somebody who can publish and manage their own
    posts
Contributor
   Somebody who can write and manage their posts
    but not publish them
Subscriber
   Somebody who can only manage their profile and
    comment


© 2012 Rick Radko, r3df.com                          104
User security issues

“admin” user -> remove if you have one
   Subject to brute force attacks

   Do not use your admin account for posting blog
    items if possible
   Use a lower level account




© 2012 Rick Radko, r3df.com                          105
Contact


Rick Radko
  email: wpinfo@r3df.com
   twitter: @r3designforge


Slides at:
   www.slideshare.net/r3df




© 2012 Rick Radko, r3df.com   106
The End




© 2012 Rick Radko, r3df.com   107

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How to WordPress: the basics, part 2

  • 1. “How to WordPress: the basics” Part 2 Rick Radko WPOTTAWA, Ottawa r3df.com June 13th, 2012
  • 2. Who am I? Rick Radko – R-Cubed Design Forge  Software, web and app designer/developer.  Creating web sites since 1996.  Artistic and creative engineer.  WordPress enthusiast.  Co-organizer of: The Ottawa WordPress Group. http://wpottawa.org Slides are posted at:  http://www.slideshare.net/r3df © 2012 Rick Radko, r3df.com 1
  • 3. Who are you? © 2012 Rick Radko, r3df.com 2
  • 4. 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 3
  • 5. Side Note During the part one presentation the question of how old WordPress is came up:  The first version of WordPress was released May 27, 2003 © 2012 Rick Radko, r3df.com 4
  • 6. Contents - Part 1 1. About WordPress 2. The dashboard 3. Intro to the settings panel 4. Posts and Pages For part 1, see: http://www.slideshare.net/r3df/how-to- wordpress-the-basics-part-1 © 2012 Rick Radko, r3df.com 5
  • 7. Contents - Part 2 5. Menus 6. Widgets 7. Resources 8. Plugins 9. Themes 10. More WordPress settings 11. Users © 2012 Rick Radko, r3df.com 6
  • 8. Menus © 2012 Rick Radko, r3df.com 7
  • 9. Menus  The menu currently on our test site © 2012 Rick Radko, r3df.com 8
  • 10. Menus – based on page order  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 9
  • 11. Menus – based on page order Menus  If we add “Another Page”, it appears in position alphabetically. © 2012 Rick Radko, r3df.com 10
  • 12. Updated menu © 2012 Rick Radko, r3df.com 11
  • 13. Ordering menus – based on page order  Changing the menu order requires numerically ordering the pages at each level.  To change hierarchy, change the page parent.  You can edit these settings in the page editor. © 2012 Rick Radko, r3df.com 12
  • 14. Quick editor  Or you can use the quick editor, which is faster for reorganizing pages.  Hover on the page title and select “Quick Edit”. © 2012 Rick Radko, r3df.com 13
  • 15. Quick Editor  Change the order and parent for each page as needed.  Note: the display order in the page list does not update immediately, you need to reload the page. © 2012 Rick Radko, r3df.com 14
  • 16. Quick editor  You can also change many of the settings that we looked at previously in the full editor.  The same is true of posts, in the post list. © 2012 Rick Radko, r3df.com 15
  • 17. Ordering menus the better way  This ordering process works to organize your menus, but it is cumbersome. If you need to insert a new page, you often need to re-order a lot of pages.  Even if you don’t organize menus this way, you will still need to be familiar with the concept to add hierarchy to your URL’s.  Since version 3.0, we’ve had a new way to do menus, the “Navigation Menu” system, or “Nav Menus” © 2012 Rick Radko, r3df.com 16
  • 18. 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 17
  • 19. Nav menus Nav menus lets you build menus that are independent of the page order and hierarchy  The menu builder is drag and drop  It’s a bit more work, but I recommend that the page hierarchy matches the menu hierarchy to get nice matching URL’s. You only need to do the hierarchy (parent setting), you don’t need to order your pages to match the menu. © 2012 Rick Radko, r3df.com 18
  • 20. Create a new nav menu Create a new menu © 2012 Rick Radko, r3df.com 19
  • 21. The new menu © 2012 Rick Radko, r3df.com 20
  • 22. Add menu items © 2012 Rick Radko, r3df.com 21
  • 23. New menu items © 2012 Rick Radko, r3df.com 22
  • 24. Rearrange the menu Drag and drop items to change order and hierarchy. © 2012 Rick Radko, r3df.com 23
  • 25. Setting the theme location Some themes may have many locations for placing menus. © 2012 Rick Radko, r3df.com 24
  • 26. The new menu The test site now has a new menu, independent of the page order and hierarchy. © 2012 Rick Radko, r3df.com 25
  • 27. Widgets © 2012 Rick Radko, r3df.com 26
  • 28. 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 27
  • 29. Widgets can be anywhere a theme defines 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 28
  • 30. Managing widgets The Widgets admin is in the Appearance menu. © 2012 Rick Radko, r3df.com 29
  • 31. Managing widgets Drag and drop widgets into or out of the Widget areas. © 2012 Rick Radko, r3df.com 30
  • 32. Managing widgets Removing the meta widget.  It’s not really needed and takes up sidebar space. © 2012 Rick Radko, r3df.com 31
  • 33. The revised sidebar © 2012 Rick Radko, r3df.com 32
  • 34. A twitter widget A twitter widget added to the sidebar.  A plugin was added to get this widget. © 2012 Rick Radko, r3df.com 33
  • 35. Resources © 2012 Rick Radko, r3df.com 34
  • 36. WordPress.org WordPress.org, the official source for all things WordPress.  Theme repository – get free and commercial themes.  Plugin repository – get plugins.  The “codex” – find documentation.  Support forums – get help. WordPress TV: WordCamp and other videos.  http://wordpress.tv/ © 2012 Rick Radko, r3df.com 35
  • 37. WordPress.org  WordPress icon menu on top left of the admin bar will take you there. © 2012 Rick Radko, r3df.com 36
  • 38. WordPress.org © 2012 Rick Radko, r3df.com 37
  • 39. WordPress.org – theme repository Search for themes.  1000’s of themes.  Themes are reviewed before release. © 2012 Rick Radko, r3df.com 38
  • 40. WordPress.org – plugin repository Search for plugins.  1000’s of plugins.  Currently plugins are not reviewed. © 2012 Rick Radko, r3df.com 39
  • 41. WordPress.org – documentation The “codex”.  Everything from the basics to code documentation. © 2012 Rick Radko, r3df.com 40
  • 42. WordPress.org – forums “support” forums  Can seek help with WordPress issues, including themes and plugins from the repositories. © 2012 Rick Radko, r3df.com 41
  • 43. 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. © 2012 Rick Radko, r3df.com 42
  • 44. Other help WordCamps “WordCamp is a conference that focuses on everything WordPress.” – WordCamp Central  Montreal: WordCamp Aug, 18/19, 2012.  Toronto:  Has a user WordCamp scheduled for Sept 29/30, 2012.  Has a developer WordCamp scheduled for Nov 3/4, 2012.  All sorts of WordCamps world wide http://central.wordcamp.org/ © 2012 Rick Radko, r3df.com 43
  • 45. Plugins © 2012 Rick Radko, r3df.com 44
  • 46. Adding and managing plugins  Cannot add plugins to a site on WordPress.com.  You can enable which ones you are using, and change settings.  Go to Plugins in the main nav menu © 2012 Rick Radko, r3df.com 45
  • 47. 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 46
  • 48. Plugin update status screen © 2012 Rick Radko, r3df.com 47
  • 49. Update plugins in the WordPress updater Can also update plugins using the WordPress updater – BACKUP FIRST! © 2012 Rick Radko, r3df.com 48
  • 50. Adding plugins Add plugins from the Add New item under the Plugins menu item.  Search for plugins based on keywords, or name.  I entered TinyMCE Advanced. © 2012 Rick Radko, r3df.com 49
  • 51. Add plugins search results The search results.  Several similar and/or related plugins may be shown.  Descriptions, ratings and version are shown. © 2012 Rick Radko, r3df.com 50
  • 52. Install Install TinyMCE advanced  Click the install.  A good idea to back up first! © 2012 Rick Radko, r3df.com 51
  • 53. 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 52
  • 54. Plugin listing TinyMCE Advanced installed and active. © 2012 Rick Radko, r3df.com 53
  • 55. TinyMCE settings The Settings area  A new menu item has been created for the settings page. © 2012 Rick Radko, r3df.com 54
  • 56. 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 menu locations for hiding settings pages. © 2012 Rick Radko, r3df.com 55
  • 57. 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 56
  • 58. Finding/Choosing plugins The plugin search listing, plugin information. © 2012 Rick Radko, r3df.com 57
  • 59. Finding/Choosing plugins The details view gives some more detailed information. © 2012 Rick Radko, r3df.com 58
  • 60. Finding/Choosing plugins Details view:  Some more plugin info, but still not all. © 2012 Rick Radko, r3df.com 59
  • 61. Finding/Choosing plugins  All of the details for a plugin are on the plugin repository.  Look at the last updated date.  Check compatibility.  Is it popular? (downloads) © 2012 Rick Radko, r3df.com 60
  • 62. A plugin with issues Signs there may be problems:  Poor support? 5 weeks no answers, although some plugins have their own forums and don’t answer here.  There will always be some broken reports, but more broken than works is not good. © 2012 Rick Radko, r3df.com 61
  • 63. An example of a good plugin  One of the top rated Google analytics plugins.  Note, even though this is a good plugin there are complaints about it. (it’s almost impossible to be compatible with everything) © 2012 Rick Radko, r3df.com 62
  • 64. Choosing plugins  Good, popular plugins will have complaints about them – lots of users under different conditions, plus some users with unreasonable expectations.  Need to look at the total picture, not absolute values when evaluating plugins or you will eliminate good plugins. © 2012 Rick Radko, r3df.com 63
  • 65. 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 64
  • 66. Beware of unknown plugins There are many plugins not on the WordPress.org repository.  Many of these plugins are very good – most good plugins not on the repository cost to use. (“commercial” plugins are not allowed on the repository)  Many are not good, and may 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 © 2012 Rick Radko, r3df.com 65
  • 67. 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 66
  • 68. Themes © 2012 Rick Radko, r3df.com 67
  • 69. Themes A theme defines the look and feel of your site.  Sets the graphics, colors.  Sets the widget locations.  Defines page and 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 68
  • 70. Twentyten One of the themes that comes with WordPress © 2012 Rick Radko, r3df.com 69
  • 71. Widget locations Twentyten has 6 widget areas, 5 are being used  Empty areas are usually hidden © 2012 Rick Radko, r3df.com 70
  • 72. Page layouts Twentyeleven (another included theme) has sidebars on some pages © 2012 Rick Radko, r3df.com 71
  • 73. Page layouts and not on others © 2012 Rick Radko, r3df.com 72
  • 74. Page layouts  Some themes  have layout options  have templates for layouts  will need 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 73
  • 75. Adding/managing themes The theme admin page  Go to Appearance in the main nav menu © 2012 Rick Radko, r3df.com 74
  • 76. Theme options - header © 2012 Rick Radko, r3df.com 75
  • 77. Theme header © 2012 Rick Radko, r3df.com 76
  • 78. Theme options - background © 2012 Rick Radko, r3df.com 77
  • 79. Theme background © 2012 Rick Radko, r3df.com 78
  • 80. Adding/managing themes New 3.4 theme customizing preview © 2012 Rick Radko, r3df.com 79
  • 81. Theme customizing preview Change theme options  Live demo site, changes not on real site until you save © 2012 Rick Radko, r3df.com 80
  • 82. Adding/managing themes The theme admin page – select the install tab © 2012 Rick Radko, r3df.com 81
  • 83. Adding/managing themes Finding a new theme  Select some search parameters © 2012 Rick Radko, r3df.com 82
  • 84. Adding/managing themes Search results – expand details © 2012 Rick Radko, r3df.com 83
  • 85. Adding/managing themes As with plugins  you get more detail on WordPress.org  but less info than for plugins © 2012 Rick Radko, r3df.com 84
  • 86. Adding/managing themes Choosing themes is less clear than plugins.  You need it  to look good for you  have the features you want  And still  have support  check the forums  check the last update date  be good/reliable  check the ratings © 2012 Rick Radko, r3df.com 85
  • 87. Adding/managing themes Install the theme © 2012 Rick Radko, r3df.com 86
  • 88. Adding/managing themes The usual install status screen © 2012 Rick Radko, r3df.com 87
  • 89. The new theme Note that the while the site looks different, the content and widgets are the same. © 2012 Rick Radko, r3df.com 88
  • 90. Final notes for themes  Test on a trial site  Local install or  Subdomain on hosting  Beware free themes not from WordPress.org  Many good commercial themes not on WordPress.org © 2012 Rick Radko, r3df.com 89
  • 91. WordPress Settings © 2012 Rick Radko, r3df.com 90
  • 92. Reading settings Front page settings  Set blog (latest posts) or static (any page) front page (Home page)  Some post display settings © 2012 Rick Radko, r3df.com 91
  • 93. Reading settings Front page settings  blog (latest posts) on front page  Reverse chronological display of posts © 2012 Rick Radko, r3df.com 92
  • 94. Reading settings Front page settings  Set static front page  Set-up Blog page, and Home page first  Blog page is an empty page – title of your blog © 2012 Rick Radko, r3df.com 93
  • 95. Reading settings Front page settings  Home page will usually have content © 2012 Rick Radko, r3df.com 94
  • 96. Reading settings Front page settings  Set static front page  Select you pages © 2012 Rick Radko, r3df.com 95
  • 97. Static front page We now have a page for our home page. © 2012 Rick Radko, r3df.com 96
  • 98. Theme driven front page Some themes have very sophisticated home pages, which may have no “content”.  Neither posts or pages are shown © 2012 Rick Radko, r3df.com 97
  • 99. Writing settings Editor Size  I usually find the default editor size of 20 lines is to small and up it to 30-40. © 2012 Rick Radko, r3df.com 98
  • 100. Permalinks Change off of the default permalink setting  Anything other than default is good © 2012 Rick Radko, r3df.com 99
  • 101. Settings - permalinks Permalink settings change the way the URL is displayed. Default sample page URL:  http://wordpress.dev1/?page_id=2 The sample page is now:  http://wordpress.dev1/sample-page © 2012 Rick Radko, r3df.com 100
  • 102. Users © 2012 Rick Radko, r3df.com 101
  • 103. User levels Standard User Levels Most to least powerful  Super Admin – Networks (multisite) only  Admin - can do anything!  Editor  Author  Contributor  Subscriber – can do nothing, comment only © 2012 Rick Radko, r3df.com 102
  • 104. User roles Super Admin  Someone with access to the blog network administration features controlling the entire network. Administrator  Somebody who has access to all the administration features Editor  Somebody who can publish and manage posts and pages as well as manage other users' posts, etc. © 2012 Rick Radko, r3df.com 103
  • 105. User roles Author  Somebody who can publish and manage their own posts Contributor  Somebody who can write and manage their posts but not publish them Subscriber  Somebody who can only manage their profile and comment © 2012 Rick Radko, r3df.com 104
  • 106. User security issues “admin” user -> remove if you have one  Subject to brute force attacks  Do not use your admin account for posting blog items if possible  Use a lower level account © 2012 Rick Radko, r3df.com 105
  • 107. Contact Rick Radko  email: wpinfo@r3df.com  twitter: @r3designforge Slides at:  www.slideshare.net/r3df © 2012 Rick Radko, r3df.com 106
  • 108. The End © 2012 Rick Radko, r3df.com 107

Hinweis der Redaktion

  1. I’m Rick RadkoI design & develop software, websites, web applications -> at my company R-Cubed Design Forge -> I started building websites and web apps in 1996.something that is different about me, -> I was originally a hardware design engineer -> But now you will find me mostly with my head buried in computer code -> I’m also equally comfortable doing graphic design workI’ve been using WordPress for over 4 years now: - it’s been my main website platform for the last 2 years - I’m also a co-organizer of The Ottawa WordPress GroupSlides are posted on slideshare -> link will be at the end too
  2. My contact infoSlides are posted on slideshareI will be at the happiness bar tomorrow morning from 10 until noon