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Advanced WordPress

                                           Saturday 19 Sep 09
                                          Software Freedom Day
                                                Melbourne

                                                  Kathy Reid
                                           kathy@kathyreid.id.au
                                         http://blog.kathyreid.id.au
                                      http://slideshare.net/KathyReid
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
This workshop is for YOU
                                               Let me know
                                           if there's something
                                               you would like
                                          covered in more depth
                                           or in a different way

                                          If it's too technical,
                                                 let me know

Kathy Reid                            If it's not technical enough,
kathy@kathyreid.id.au                             let me know
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
What does this workshop assume?
                                        ●   You are comfortable with
                                            creating posts and pages
                                        ●   You are comfortable installing
                                            and changing themes, widgets
                                            and plugins
                              Slide 3
                                        ●   Have used WordPress.com online
                                            or have installed your own
                                            WordPress on your server
                                        ●   Installation page on Codex:
Kathy Reid                                  http://codex.wordpress.org/Getting_S
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Common installation issues - permissions
                                         ●   wp-config.php has to be
                                             writable by the web server.
                                             This is the file that you enter
                                             your DB username and
                              Slide 4        password details into
                                         ●   Permissions can usually be
                                             changed via FTP
                                         ●   Is everyone familiar with
Kathy Reid                                   Linux file system
kathy@kathyreid.id.au                        permissions?
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Common installation issues - DB
                                        ●   MySQL database has to be
                                            created, and the MySQL user
                                            has to be given permissions to
                                            the database
                              Slide 5
                                        ●   This is best done through
                                            PhpMyAdmin (available
                                            through most hosting control
                                            panels)
                                        ●   If MySQL is upgraded on your
Kathy Reid                                  host, you may need to
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                            recreate the user and
http://www.slideshare.net/KathyReid         permissions
Common installation issues - upgrades
                                         ●   Since WordPress 2.7, there are
                                             tools that automate the
                                             process of upgrading
                                         ●   Disable all plugins before
                              Slide 6        upgrading
                                         ●   Ensure you make a backup of
                                             your database
                                         ●   This can also be done in
Kathy Reid                                   PhpMyAdmin
kathy@kathyreid.id.au                    ●   Everyone familiar with
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid          PhpMyAdmin?
Common installation issues - timeout
                                        ●   By default, WordPress has a timeout
                                            set to 30 seconds when downloading
                                            from FTP to do an automatic update
                                        ●   This can result in an error like;
                                        Downloading update from 
                              Slide 7     http://wordpress.org/wordpress­2.7.1
                                          Download failed.: Operation 
                                          timed out after 30000 
                                          milliseconds with 351500 bytes 
                                          received    
                                          Installation Failed
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Timeout (cont'd)
                                        ●   You need to do the following to fix
                                            this error
                                        ●   In the file system where WordPress
                                            is installed, find the file called
                                            'file.php'
                              Slide 8
                                        ●   /wp­admin/includes/
                                        ●   Find the line;
                                            $response = 
                                            wp_remote_get($url, 
                                            array(’timeout’ => 30));
Kathy Reid
kathy@kathyreid.id.au
                                        ●   Change the '30' to something like
http://blog.kathyreid.id.au                 '500' and try the upgrade again
http://www.slideshare.net/KathyReid
Themes – modifying or building your own
                                         ●   Easier to modify an existing
                                             theme as the basic layout
                                             will already have been done
                                             for you
                              Slide 9    ●   (check licensing of theme)
                                         ●   Modifying or building your
                                             own themes requires some
                                             knowledge of HTML and CSS
Kathy Reid                               ●   Themes intro page on Codex
kathy@kathyreid.id.au
http://blog.kathyreid.id.au                  http://codex.wordpress.org/Usin
http://www.slideshare.net/KathyReid
Themes – File hierarchy
                                        ●   When building themes, it is
                                            important to have an
                                            understanding of the file
                                            hierarchy – ie which 'pieces'
                             Slide 10       of the theme get included
                                            where. This page on the
                                            WordPress codex covers
                                            this;
                                        ●   http://codex.wordpress.org/Step
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Themes – styles.css
                                         ●   This is the main file that
                                             needs to be edited
                                         ●   The first block is used by
                                             WordPress to show style
                              Slide 11       information in the
                                             Appearance menu in the
                                             Dashboard
                                         ●   You will need CSS skills to
Kathy Reid                                   edit the Theme
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                         ●   http://www.cssreference.com
http://www.slideshare.net/KathyReid
Themes – Getting new ones
                                        ●   There are literally tens of
                                            thousands of themes. High
                                            quality themes usually have;
                                            –   Widget support
                             Slide 12       –   'Fluid layouts' that fit to
                                                screen
                                            –   Are standards compliant
                                            –   Well tested or many installs
Kathy Reid                              ●   Good place to start is:
kathy@kathyreid.id.au
http://blog.kathyreid.id.au             ●   http://wordpress.org/extend/the
http://www.slideshare.net/KathyReid
Exercise 1 –
                                             Modifying an existing theme
                                        ●   Create a copy of one of the
                                            themes in the 'wp-
                                            content/themes' directory
                                        ●   Edit the styles.css file so
                             Slide 13       that the first block of
                                            information is changed
                                        ●   Make some changes to the
                                            colours or CSS styling within
Kathy Reid                                  the file
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Exercise 1 - contd
                                        ●   Navigate to 'Appearance' in
                                            your Dashboard and change
                                            the chosen theme to the one
                                            you modified.
                             Slide 14   ●   Can you see the differences?
                                        ●   What else would you like to
                                            change about your theme?

Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Installing plugins
                                        ●   A plugin is a piece of code
                                            written in PHP by a developer
                                            which can be added to
                                            WordPress to provide
                                            additional functionality
                             Slide 15
                                        ●   The quality of plugins and
                                            their maturity varies – some
                                            are excellent, some are
                                            rubbish
Kathy Reid                              ●   Most are usually free, some
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                            are not.
http://www.slideshare.net/KathyReid
Finding plugins
                                        ●   The best place to start is:
                                        ●   http://wordpress.org/extend/plu
                                        ●   Each plugin has information
                                            on
                             Slide 16
                                            –   Version
                                            –   Compatibility
                                            –   Author
                                            –   Home page
Kathy Reid
kathy@kathyreid.id.au                       –   Screenshots
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid         –   Documentation
Assessing a plugin
                                        ●   What rating does it have?
                                        ●   How comprehensive is the
                                            documentation or website?
                                        ●   What version is the plugin
                             Slide 17       (usually higher version, more
                                            mature)
                                        ●   How active is the development
                                            (last version date)
Kathy Reid                              ●   How many other people have
kathy@kathyreid.id.au                       it installed (a good indicator of
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid         quality)
Exercise 2:
                                            Assessing and installing a plugin
                                        ●   In your Dashboard, navigate to
                                            Plugins -> Add New
                                        ●   You will be presented with a
                                            field where you can search for
                             Slide 18       plugins. Try the keyword for a
                                            plugin you're interested in. In
                                            this example, we'll use 'twitter'
                                            (it's not case sensitive)
                                        ●   WordPress will go and search
Kathy Reid                                  all the plugins that match this
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                            keyword and present them to
http://www.slideshare.net/KathyReid         you in a table
19
Exercise 2:
                                           Assessing and installing a plugin
                                       ●   Identify the plugin you wish to
                                           install (refer to 'assessing a
                                           plugin' earlier in this
                                           presentation)
                            Slide 20
                                       ●   Click the 'install' link next to
                                           the plugin
                                       ●   The plugin will install
                                           automatically

Kathy Reid
                                       ●   You may have to configure
kathy@kathyreid.id.au                      options for the plugin
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Plugins – you MUST have
                                        ●   Akismet is an anti-spam
                                            plugin; it is packaged by
                                            default with WordPress. It
                                            will identify which comments
                             Slide 21       are spam and which are
                                            legitimate with a high rate of
                                            accuracy.
                                        ●   http://wordpress.org/extend/plu
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Plugins - Forms
                                       ●   Cforms is a plugin which
                                           provides a very robust and
                                           complete method to create
                                           forms for your website.
                            Slide 22   ●   It is overkill for basic contact
                                           forms, but has a lot of
                                           functionality such as
                                           captcha control and auto
                                           replies
Kathy Reid
kathy@kathyreid.id.au                  ●   http://www.deliciousdays.com/c
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Other plugins you might like
                                       ●   Sociable: Allows people to
                                           read your posts and flag them
                                           with tools such as Delicious,
                                           Digg, Twitter etc
                            Slide 23
                                       ●   Similar posts: Automatically
                                           suggest posts your readers
                                           may also like from keywords
                                           and categories
                                       ●   WordPress mobile edition:
Kathy Reid                                 Make sure your blog is
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                           readable on mobile devices
http://www.slideshare.net/KathyReid
Keeping plugins updated
                                       ●   It's important that you keep
                                           an eye out for plugins that
                                           need to be updated – for
                                           bugs and vulnerabilities but
                            Slide 24       also for enhancements.
                                       ●   WordPress automatically
                                           notifies you of plugins that
                                           have updates available;
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Keeping plugins updated
                                       ●   It's important that you keep
                                           an eye out for plugins that
                                           need to be updated – for
                                           bugs and vulnerabilities but
                            Slide 25       also for enhancements.
                                       ●   WordPress automatically
                                           notifies you of plugins that
                                           have updates available;
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Writing your own plugin
                                       ●   You will need to know PHP
                                           reasonably well
                                       ●   Helps to have a knowledge of
                                           the WordPress code and
                            Slide 26       components – and 'hooks' that
                                           are built in for plugin
                                           developers
                                       ●   Has someone else already
                                           written the plugin
Kathy Reid
kathy@kathyreid.id.au
                                       ●   How will you support it?
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
                                       ●   http://codex.wordpress.org/Writing
Roles
                                       ●   Roles and permissions in
                                           WordPress are basic; it is
                                           designed to be a blog used by
                                           a single person
                            Slide 27
                                       ●   Blog owner can assign a role
                                           to a user which restricts what
                                           abilities that user has on the
                                           site – each role has different
                                           capabilities
Kathy Reid                             ●   http://codex.wordpress.org/Roles_
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
WordPress Multi User (WPMU)
                                       ●   WPMU is a different form of
                                           WordPress that is designed to
                                           be installed in a multi-blogging
                                           environment
                            Slide 28
                                       ●   For instance, you can run
                                           hundreds of blogs from one
                                           installation
                                       ●   The administrator can set
                                           privilege levels and plugins site
Kathy Reid                                 wide or on certain sites only
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
                                       ●   http://mu.wordpress.org
http://www.slideshare.net/KathyReid
Social networking: BuddyPress
                                       ●   BuddyPress aims to add
                                           social networking
                                           functionality to WordPress to
                                           make it more suitable for
                            Slide 29       community sites
                                       ●   Still in its infancy; is quite
                                           immature – but one to watch
                                       ●   http://buddypress.org
Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid
Additional resources

                                                    FLOSS Manual
                                            (Free/Libre and Open Source
                                                       Software)
                            Slide 30
                                       http://en.flossmanuals.net/wordpress

                                          WordPress – downloads, docs,
                                                      themes
                                            http://www.wordpress.org

Kathy Reid
kathy@kathyreid.id.au
http://blog.kathyreid.id.au
http://www.slideshare.net/KathyReid

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Advanced WordPress

  • 1. Advanced WordPress Saturday 19 Sep 09 Software Freedom Day Melbourne Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://slideshare.net/KathyReid Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 2. This workshop is for YOU Let me know if there's something you would like covered in more depth or in a different way If it's too technical, let me know Kathy Reid If it's not technical enough, kathy@kathyreid.id.au let me know http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 3. What does this workshop assume? ● You are comfortable with creating posts and pages ● You are comfortable installing and changing themes, widgets and plugins Slide 3 ● Have used WordPress.com online or have installed your own WordPress on your server ● Installation page on Codex: Kathy Reid http://codex.wordpress.org/Getting_S kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 4. Common installation issues - permissions ● wp-config.php has to be writable by the web server. This is the file that you enter your DB username and Slide 4 password details into ● Permissions can usually be changed via FTP ● Is everyone familiar with Kathy Reid Linux file system kathy@kathyreid.id.au permissions? http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 5. Common installation issues - DB ● MySQL database has to be created, and the MySQL user has to be given permissions to the database Slide 5 ● This is best done through PhpMyAdmin (available through most hosting control panels) ● If MySQL is upgraded on your Kathy Reid host, you may need to kathy@kathyreid.id.au http://blog.kathyreid.id.au recreate the user and http://www.slideshare.net/KathyReid permissions
  • 6. Common installation issues - upgrades ● Since WordPress 2.7, there are tools that automate the process of upgrading ● Disable all plugins before Slide 6 upgrading ● Ensure you make a backup of your database ● This can also be done in Kathy Reid PhpMyAdmin kathy@kathyreid.id.au ● Everyone familiar with http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid PhpMyAdmin?
  • 7. Common installation issues - timeout ● By default, WordPress has a timeout set to 30 seconds when downloading from FTP to do an automatic update ● This can result in an error like; Downloading update from  Slide 7 http://wordpress.org/wordpress­2.7.1 Download failed.: Operation  timed out after 30000  milliseconds with 351500 bytes  received     Installation Failed Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 8. Timeout (cont'd) ● You need to do the following to fix this error ● In the file system where WordPress is installed, find the file called 'file.php' Slide 8 ● /wp­admin/includes/ ● Find the line; $response =  wp_remote_get($url,  array(’timeout’ => 30)); Kathy Reid kathy@kathyreid.id.au ● Change the '30' to something like http://blog.kathyreid.id.au '500' and try the upgrade again http://www.slideshare.net/KathyReid
  • 9. Themes – modifying or building your own ● Easier to modify an existing theme as the basic layout will already have been done for you Slide 9 ● (check licensing of theme) ● Modifying or building your own themes requires some knowledge of HTML and CSS Kathy Reid ● Themes intro page on Codex kathy@kathyreid.id.au http://blog.kathyreid.id.au http://codex.wordpress.org/Usin http://www.slideshare.net/KathyReid
  • 10. Themes – File hierarchy ● When building themes, it is important to have an understanding of the file hierarchy – ie which 'pieces' Slide 10 of the theme get included where. This page on the WordPress codex covers this; ● http://codex.wordpress.org/Step Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 11. Themes – styles.css ● This is the main file that needs to be edited ● The first block is used by WordPress to show style Slide 11 information in the Appearance menu in the Dashboard ● You will need CSS skills to Kathy Reid edit the Theme kathy@kathyreid.id.au http://blog.kathyreid.id.au ● http://www.cssreference.com http://www.slideshare.net/KathyReid
  • 12. Themes – Getting new ones ● There are literally tens of thousands of themes. High quality themes usually have; – Widget support Slide 12 – 'Fluid layouts' that fit to screen – Are standards compliant – Well tested or many installs Kathy Reid ● Good place to start is: kathy@kathyreid.id.au http://blog.kathyreid.id.au ● http://wordpress.org/extend/the http://www.slideshare.net/KathyReid
  • 13. Exercise 1 – Modifying an existing theme ● Create a copy of one of the themes in the 'wp- content/themes' directory ● Edit the styles.css file so Slide 13 that the first block of information is changed ● Make some changes to the colours or CSS styling within Kathy Reid the file kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 14. Exercise 1 - contd ● Navigate to 'Appearance' in your Dashboard and change the chosen theme to the one you modified. Slide 14 ● Can you see the differences? ● What else would you like to change about your theme? Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 15. Installing plugins ● A plugin is a piece of code written in PHP by a developer which can be added to WordPress to provide additional functionality Slide 15 ● The quality of plugins and their maturity varies – some are excellent, some are rubbish Kathy Reid ● Most are usually free, some kathy@kathyreid.id.au http://blog.kathyreid.id.au are not. http://www.slideshare.net/KathyReid
  • 16. Finding plugins ● The best place to start is: ● http://wordpress.org/extend/plu ● Each plugin has information on Slide 16 – Version – Compatibility – Author – Home page Kathy Reid kathy@kathyreid.id.au – Screenshots http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid – Documentation
  • 17. Assessing a plugin ● What rating does it have? ● How comprehensive is the documentation or website? ● What version is the plugin Slide 17 (usually higher version, more mature) ● How active is the development (last version date) Kathy Reid ● How many other people have kathy@kathyreid.id.au it installed (a good indicator of http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid quality)
  • 18. Exercise 2: Assessing and installing a plugin ● In your Dashboard, navigate to Plugins -> Add New ● You will be presented with a field where you can search for Slide 18 plugins. Try the keyword for a plugin you're interested in. In this example, we'll use 'twitter' (it's not case sensitive) ● WordPress will go and search Kathy Reid all the plugins that match this kathy@kathyreid.id.au http://blog.kathyreid.id.au keyword and present them to http://www.slideshare.net/KathyReid you in a table
  • 19. 19
  • 20. Exercise 2: Assessing and installing a plugin ● Identify the plugin you wish to install (refer to 'assessing a plugin' earlier in this presentation) Slide 20 ● Click the 'install' link next to the plugin ● The plugin will install automatically Kathy Reid ● You may have to configure kathy@kathyreid.id.au options for the plugin http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 21. Plugins – you MUST have ● Akismet is an anti-spam plugin; it is packaged by default with WordPress. It will identify which comments Slide 21 are spam and which are legitimate with a high rate of accuracy. ● http://wordpress.org/extend/plu Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 22. Plugins - Forms ● Cforms is a plugin which provides a very robust and complete method to create forms for your website. Slide 22 ● It is overkill for basic contact forms, but has a lot of functionality such as captcha control and auto replies Kathy Reid kathy@kathyreid.id.au ● http://www.deliciousdays.com/c http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 23. Other plugins you might like ● Sociable: Allows people to read your posts and flag them with tools such as Delicious, Digg, Twitter etc Slide 23 ● Similar posts: Automatically suggest posts your readers may also like from keywords and categories ● WordPress mobile edition: Kathy Reid Make sure your blog is kathy@kathyreid.id.au http://blog.kathyreid.id.au readable on mobile devices http://www.slideshare.net/KathyReid
  • 24. Keeping plugins updated ● It's important that you keep an eye out for plugins that need to be updated – for bugs and vulnerabilities but Slide 24 also for enhancements. ● WordPress automatically notifies you of plugins that have updates available; Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 25. Keeping plugins updated ● It's important that you keep an eye out for plugins that need to be updated – for bugs and vulnerabilities but Slide 25 also for enhancements. ● WordPress automatically notifies you of plugins that have updates available; Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 26. Writing your own plugin ● You will need to know PHP reasonably well ● Helps to have a knowledge of the WordPress code and Slide 26 components – and 'hooks' that are built in for plugin developers ● Has someone else already written the plugin Kathy Reid kathy@kathyreid.id.au ● How will you support it? http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid ● http://codex.wordpress.org/Writing
  • 27. Roles ● Roles and permissions in WordPress are basic; it is designed to be a blog used by a single person Slide 27 ● Blog owner can assign a role to a user which restricts what abilities that user has on the site – each role has different capabilities Kathy Reid ● http://codex.wordpress.org/Roles_ kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 28. WordPress Multi User (WPMU) ● WPMU is a different form of WordPress that is designed to be installed in a multi-blogging environment Slide 28 ● For instance, you can run hundreds of blogs from one installation ● The administrator can set privilege levels and plugins site Kathy Reid wide or on certain sites only kathy@kathyreid.id.au http://blog.kathyreid.id.au ● http://mu.wordpress.org http://www.slideshare.net/KathyReid
  • 29. Social networking: BuddyPress ● BuddyPress aims to add social networking functionality to WordPress to make it more suitable for Slide 29 community sites ● Still in its infancy; is quite immature – but one to watch ● http://buddypress.org Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid
  • 30. Additional resources FLOSS Manual (Free/Libre and Open Source Software) Slide 30 http://en.flossmanuals.net/wordpress WordPress – downloads, docs, themes http://www.wordpress.org Kathy Reid kathy@kathyreid.id.au http://blog.kathyreid.id.au http://www.slideshare.net/KathyReid