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WordPress Essential Training
John Hersey

WordPress Essential Training

with Morten Rand-Hendriksen

 


This course shows how to get the most out of the self-hosted version of WordPress 3.x and create feature-rich blogs and websites. Author Morten Rand-Hendriksen explains how to get a web host, set up a domain, and download, configure, and upload WordPress to your newly hosted site. The course then dives fully into the tools in WordPress, demonstrating how to set up your profile and create content to share with your web audience. The course also includes tutorials on everything from adding images, video, formatting, and links that make posts pop, to installing plugins, creating custom themes, and attracting readers with permalinks, social sharing, and more.

Note: This course is also useful for migrating a blog from WordPress.com to a self-hosting solution.
Topics include:
  • Building and modifying a profile
  • Publishing posts and pages
  • Utilizing page templates
  • Inserting images, video, and other media
  • Working with themes
  • Understanding widgets
  • Creating child themes
  • Working with the Twenty Twelve theme
  • Setting up a site for search engine optimization (SEO)
  • Ensuring site security

show more

author
Morten Rand-Hendriksen
subject
Web, CMS, Web Design
software
WordPress 3.x
level
Beginner
duration
6h 43m
released
Apr 19, 2012
updated
Dec 18, 2012

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Introduction
Welcome
00:04Hi! My name is Morten Rand-Hendriksen, and welcome to WordPress Essential Training.
00:09In this course, we will look at how you can set up your own Web site using
00:13WordPress installed on a Web host, or on your own server.
00:17We will dive headfirst into the many settings and configuration
00:21options available to you.
00:23Then I'll show you how to create posts and pages with images, videos, and other content.
00:29We will install plug-ins, and themes, add functionality, and change the look of the site.
00:35Next, we'll take a look at the inner workings of WordPress, and pick up some
00:39important troubleshooting tips along the way, and we will look at the advanced
00:43settings of WordPress, so you can use the application to its fullest.
00:47If you want to create a Web site you have complete control over -- where it's
00:50hosted, how it behaves, and how it looks -- WordPress as a self-hosted solution is
00:56the perfect option for you.
00:58Let's get cracking with WordPress Essential Training.
Collapse this transcript
What is new in the December 2012 update?
00:00In December 2012 version 3.5 of WordPress was released.
00:05Behind the scenes, the new version has some significant changes, but for the
00:09typical user there are four changes worth addressing in particular.
00:13When you access WordPress for the first time after installing WordPress
00:163.5--either by installing WordPress from scratch or by updating WordPress from
00:21a previous version--you're taken to this welcome page that explains the new changes.
00:27Off the top, one of the major changes is a new Media Manager.
00:31This means the way WordPress handles media content like images and other
00:35elements has completely changed with this new version.
00:38And there is also a big change in how you handle media when you upload it to
00:43WordPress, and we'll look at that in an update later in this course.
00:47There is also a new default theme in WordPress 3.5.
00:49It's called Twenty Twelve because it was released in 2012.
00:54The older default themes--Twenty Ten and Twenty Eleven--are still bundled, but
00:58the new Twenty Twelve theme is the most up-to-date theme, and it has the most
01:03recent features in accordance with what's going on on the web right now.
01:06Feel free to play around with it if you want.
01:09Twenty Twelve will not be covered in this course because it was recorded when
01:13Twenty Eleven was still the major default theme.
01:15But, Twenty Twelve is easy to work with, and you should be able to figure it out on your own.
01:21Another interesting development is that a lot of computers and tablets in
01:25particular come shipped with what's called bigh-resolution, or retina, displays
01:29these days, and WordPress 3.5 supports these high-resolution displays with more
01:36intricate graphics, so that if you have one of these high-resolution displays,
01:39all your little icons and logos will appear crisp and clear on these displays.
01:45A final change that you may or may not see is that WordPress 3.5 no longer ships
01:51with the Links Manager.
01:53That's because the Links Manager is a feature that very few people use;
01:56however, as you can see in my installation, you can still see the Links
02:00Manager right here.
02:02That's because I upgraded this installation of WordPress from an earlier version
02:06and I had Links installed.
02:08If you didn't have Links installed and you installed WordPress from scratch, you
02:13wouldn't see this Links Manager.
02:14You can still add the Links Manager feature, if you want to, by adding a plugin.
02:19But like I said, very few people use this feature, and it's not really worth mentioning.
02:23So if you don't see it in your menu, that's fine.
02:26That's the way it's supposed to be.
02:28I've updated this course where necessary to reflect these changes.
02:32Throughout most of WordPress, the changes in 3.5 are largely cosmetic.
02:37In other words, the appearance of things like buttons may have changed ever so
02:41slightly, but they work the same way.
02:44Now let's get cracking.
Collapse this transcript
1. Getting to Know WordPress
What is WordPress?
00:00When I start something new, like trying to learn a new skill -- let's say, I want
00:04to pick up a new dance, or I want to learn a new photography technique, or I
00:08want to start using a new application -- I find that it's always best to start
00:12with a clean slate.
00:13Throw away all my preconceptions, and start from the ground up.
00:16That way, I can go in, and figure out what this is all about, how it works, and
00:21how it can work for me, and figure out all the small little details that will
00:25help me use whatever it is I want to do to its full capacity.
00:30A good place to start, therefore, is to ask a simple question, and in our case,
00:35that question is, what is WordPress?
00:37It's actually a very complicated question to answer, but I can start by
00:41answering it in a very simple way.
00:43WordPress is a publishing platform that makes it easy for you to create a
00:46Web site that you can publish your content to the Internet.
00:50WordPress comes in two varieties;
00:52you have WordPress.com, which is the cloud holsted -- which means that it lives on the Internet --
00:56service, where you can set up your own Web site for free, and you can create it
01:01within the WordPress ecosystem.
01:03You also have a self-hosted variety of WordPress.
01:06This is the same application as what you see on WordPress.com, but it's hosted
01:10on your own Web server.
01:12That way, you have complete control over it. Whether you want to use
01:15WordPress.com, or if you want to use WordPress as a self-hosted application
01:20depends both on your skill set, and also on what you want to do.
01:24If you are watching this course, which is about WordPress self-hosting, but what
01:28you're interested in is WordPress.com hosting, with a free blog on WordPress.com,
01:33you should go check out my other course: WordPress.com Essential Training.
01:38WordPress was created by this guy: Matt Mullenweg.
01:41You see him down here, and this is his blog, which is a WordPress blog.
01:44Matt wanted a simple way of publishing content on the Internet, so he started
01:49working with some other people, and created WordPress, and now it's become one of
01:52the most important, and most popular Web publishing applications out there.
01:56If you want to get a good idea of what WordPress is, you should actually just
02:00go the Matt's Web site, because here you see exactly what WordPress was
02:04originally meant to be;
02:05a simple bloging tool where he can just muse about whatever he wants, and post
02:09content all the time.
02:10It's actually kind of funny to read what Matt has to say, because he travels the
02:14world, he meets a lot of interesting people, and he has thoughts on pretty much
02:17everything, and he puts it all out there, so you can read it.
02:19But WordPress is so much more than just a bloging platform.
02:24If you go to the Notable WordPress Users page on WordPress.com, you get an idea
02:28of just how important WordPress is.
02:30You can see that it's used by some really heavy hitters, from famous blogs, to
02:35news organizations, like CNN, to music stars, fashion stars, technology firms,
02:41politics, and even Fortune 500 companies.
02:44Pretty much everyone uses WordPress these days for all sorts of things, and
02:48that's kind of the point.
02:49WordPress isn't a one size fit all type thing.
02:53WordPress can be whatever you want it to be.
02:55You just have to grab it, put your own ideas into it, and then twist it into
02:59whatever you want it to be.
03:01If you go around the Internet, and you look at what WordPress is being used for,
03:05you have everything from magazines that use it to publish simple content, to
03:10people who use WordPress to track their own exercises, and you have people like
03:14me, who use WordPress to build advanced Web sites for companies, like Microsoft, or
03:19Frugalbits, or they run events through WordPress.
03:22This is an event I created in Vancouver called the 12 by 12 Vancouver Photo Marathon.
03:26The Web site is also run through WordPress.
03:29And these examples show something else that's important:
03:32WordPress isn't just one look, or one thing. People use WordPress for all sorts
03:37of things, and WordPress Web sites can look like pretty much anything.
03:41In fact, often it's so hard to recognize a WordPress Web site from something else,
03:46that you have to actually go into the back end to find out what application is
03:50running behind it, because WordPress doesn't really have a look to it.
03:53There's no such thing as that's what WordPress looks like,
03:57and that's because WordPress is open source.
03:59There are millions of developers out there that are constantly adding to
04:03WordPress to add new functionality, add new looks, and add new behaviors.
04:07So WordPress is in constant motion, constantly improving, and constantly shaping
04:12itself to fit with the people who use it.
04:15So let's get back to that key question: what is WordPress?
04:19If you ask me, my answer is, WordPress is whatever you want it to be, and I think
04:24that's a good place to start.
04:25WordPress is a simple and easy to use publishing platform for the Web, and you
04:30can use it to create anything from an advanced Web site, to a basic blog, and
04:34anything in between.
04:35And you can even make sites that can switch between being blogs and non-blogs at
04:39the touch of a button.
04:40The possibilities when using WordPress are pretty much endless.
Collapse this transcript
Exploring the difference between cloud hosting and self-hosting
00:00WordPress comes in two varieties;
00:02free cloud hosting via WordPress.com, and a self-hosted option that you can
00:07download from WordPress.org.
00:09Both run the same program, and have the same basic features, but each have their
00:14advantages and disadvantages.
00:16Choosing what option is right for you is a matter of mapping out the needs of
00:20your site, and where you want to take it in the future.
00:23The good thing is, whichever option you go for now does not have to be final.
00:27You can build a site on WordPress.com, and then move it to a self-hosted solution
00:32down the road if need be, or you can build a site on a self-hosted solution
00:36now, and move it to WordPress.com later.
00:39WordPress is incredibly flexible in all aspects, even when it comes to how it's hosted.
00:44So let's take a look at the features of WordPress.com, and WordPress
00:47self-hosting, side by side.
00:49WordPress.com is managed by a company called Automattic, which is owned by the
00:54guys that created WordPress to begin with.
00:56That means anything that happens on WordPress.com is managed by them, and any
01:00updates come from Automattic.
01:03WordPress.com lives in the cloud.
01:05Now, the cloud is this trend word that everyone uses.
01:08Basically, the cloud means that it just lives on the Internet, usually on a
01:12distributed network of multiple servers. And for you, as a user, that means
01:17that it's pretty fast, pretty secure, and if a server goes down for some
01:22reason, it doesn't mean that your Web site is just going to disappear off the
01:25Internet in the process.
01:26Because WordPress.com is managed by Automattic, you have automatic maintenance.
01:31You don't have to worry about anything that happens there.
01:33All you have to worry about is your own content.
01:36However, because WordPress is owned by Automattic, there are
01:40content restrictions.
01:41Automattic won't let you publish anything you want, and of course, most of the
01:45stuff they don't allow you to publish really shouldn't be published anyway.
01:48But there are cases where you may want to do something on your Web site -- like for
01:52instance, add Google ads -- that you just can't do.
01:55WordPress.com comes with a preconfigured theme library.
01:59In WordPress, a theme is what decides what your Web site looks like, and how it behaves.
02:04In WordPress.com, you can only use the themes that come with WordPress.com.
02:09It's a large library, but it's limited, and you can't really make your own
02:12themes, and redesign the Web site exactly to your liking.
02:16WordPress.com also has predefined functionality.
02:19When you hear people talk about WordPress, you hear a lot of talk about
02:22something called plugins.
02:24Well, in WordPress.com, there's no such thing as plugins.
02:27Plugins are small applications that you can add to WordPress self-hosting to add functionality.
02:33But in WordPress.com, you have the functionality that's available in the
02:36system, and that's it.
02:37They add on new functionality all the time, but you can't add them on your own.
02:42WordPress.com is pretty much a zero hassle environment, which means all you have
02:46to care about is publishing your content.
02:48Automattic will do the rest of the hard work. And finally, WordPress.com allows
02:53you to import content from self- hosting, and from other services.
02:57In fact, a lot of big blogging services have gone belly up as of late, and many
03:01of them have moved all their blogs over to WordPress.com.
03:04So it's a very rapidly growing platform, and there's a lot of good import/export
03:09functionality in there.
03:10So if you already own a blog somewhere else, and you want to move to
03:13WordPress, it's easy to do.
03:16Now let's look at WordPress self-hosting for a comparison.
03:19A self-hosted WordPress site is managed by you.
03:22That means that you're responsible for buying a hosting package, or having a server
03:26up and running, and you have to keep up the maintenance of that server, and pay
03:30whatever bills come with it.
03:31A WordPress self-hosted site is, therefore, also maintained by you.
03:35So if anything goes wrong, you're on the hook for it, and you have to fix it
03:38yourself, or you have to hire someone else to do it.
03:41However, it's not all bad.
03:42Because it's managed by you, there are no content restrictions, and you can
03:46do whatever you want.
03:47You can post any kind of content you want, and it won't cost anything extra, and
03:51you can add features like Google AdSense with no problems.
03:54WordPress self-hosting also allows you to install and use any theme.
03:58So, for instance, my company makes advanced WordPress setups and Web sites for
04:03other companies, and what we do is we set up a WordPress self-hosted site, and
04:08then we create a custom theme just for that site that no one else has, and that
04:12fits exactly what the user wants.
04:15Likewise, you can add new functionality to WordPress self-hosted sites, through
04:19plugins, and through functions.
04:21That means that, though you don't get all the advanced features of WordPress.com,
04:25you can build even fancier features yourself, or you can find the same
04:30features in one of the millions of plugins available on the Internet.
04:34Because WordPress as a self-hosted solution is self-hosted, you get all the
04:38hassle, and all the control you want.
04:41That means things can go wrong, and you're on the hook for them, but at the same
04:45time, you can really control what's going on on your Web site, and set it up
04:49exactly the way you want it to get the most out of it.
04:52And finally, just like with WordPress.com, WordPress self-hosting allows you to
04:56import and export content.
04:58So if you have a blog on WordPress.com already, and you want to move to
05:02self-hosting, you can simply grab the content from WordPress.com site, and move
05:06it over to your self-hosted site, and it'll work fine, and the same goes for
05:10Blogger, and Tumblr, and all these other Web sites too.
05:13These are just some of the differences between WordPress.com, and WordPress as a
05:17self-hosted solution.
05:18But it should give you a general idea of the differences, and both the benefits
05:23and the drawbacks of each solution.
05:25Deciding what option is best for you boils down to an assessment of what you
05:29need, and what is available.
05:30But like I said, you can always switch around if you find that your original
05:34choice was not the right one.
05:36In this course, we'll be focusing on creating Web sites using WordPress as a
05:40self-hosted solution.
05:41If you're interested in using WordPress.com to create a free Web site or blog,
05:46you should go check out my other course, WordPress.com Essential Training, right
05:51here in the Lynda.com Training Library.
Collapse this transcript
Using your own asset files
00:00Before we get started, just a quick note on the content I'll be using, and you'll
00:05be using, while following this course.
00:07I've designed this course to teach you how to use WordPress to publish your own
00:12content to the Web in the most effective way.
00:14Therefore, rather than give you a bunch of dummy text, and dummy images to work
00:18with, I want you to use your own text, images, and other materials.
00:23That way, when you finish the course, you'll have a site with real content you've
00:27created and published.
00:28So whenever you see me go to my Assets folder, or use text, or images, or other
00:34material, use your own material.
Collapse this transcript
2. Getting Started with WordPress Self-Hosting
Getting the necessary info from your host
00:00To set up a self-hosted WordPress site, you need the correct access information
00:04to the Web host, and also to the MySQL database we'll be using for WordPress.
00:09All of this information should be made available to you by your hosting
00:12provider, usually through a hosting management panel, like cPanel.
00:17These hosting management panels differ greatly from platform to platform, but
00:21the overall principles always stay the same, no matter where you're hosting your sites.
00:25What you're looking for is two main things.
00:28First of all, you want an FTP account, or a File Transfer Protocol account, so
00:33you can push files from your computer to the host, and for the FTP account, you
00:38need the Username and the Password of the account, and you also need to know
00:41where you're going to send the files,
00:43so have the address.
00:45In addition, you need the MySQL database information, and here you need a
00:50database name, a database username for a database user, and also a password for
00:55that user, and finally, you need to know where the database is hosted.
00:59All of this can be configured inside cPanel, or another hosting management
01:03platform, and you can also find all this information there if it is already set up for you.
01:09For this course, I'm going to be using Bluehost to host the Web site, and
01:13Bluehost uses cPanel.
01:14So if you're on a host that uses cPanel as well, you'll see that this experience
01:19is very much similar to what yours is.
01:21But cPanel is often configured differently between different hosts, so it won't
01:25be exactly the same.
01:27If you're on a host that doesn't use cPanel, but uses something else instead, you'll
01:31still find all the same functionality within that host;
01:34it just won't look exactly the same.
01:36Before I start configuring anything, I've created a text file that I'm going to
01:40use to save all the information I'm now going to set up, and I've prepared that
01:44text file, so it tells me what information I'm looking for.
01:47For FTP, I want the username, the password, and the address. And for MySQL, I
01:52want the database name, the database user, the database user password, and also the database host.
01:57I'm going to save all that information in this file, so that I have it ready for
02:01when I'm going to deploy my sites.
02:04Now that I have that file ready, I can go to Bluehost, and begin the setup.
02:07First, I am going to create a new FTP account.
02:11Now when you set up your account, you'll always get a master FTP account, but I
02:15don't recommend you ever use that master FTP account, and here's why:
02:19for all the benefits of FTP, FTP is an old protocol, and it is not the safest
02:25way of transferring data,
02:26but it is the easiest one, and it's the one that's supported across the most platforms.
02:31Therefore, what I recommend doing is setting up a custom account that you're
02:35going to use for transporting files back and forth between your site, and then,
02:39because it's kind of a throwaway account, if something happens to it, like it
02:44gets compromised, you can just go delete it, and make a new one, whereas if you
02:47were using the master account, it could become a real problem.
02:50The other benefit of using a custom FTP account is that you can target it to a
02:55specific folder within your setup, and that's what I'm going to do.
02:58So first, I'll create a new account.
03:00So I scroll down here, until I find FTP Accounts, and from here, I can add a new FTP account.
03:07So first I'll give myself a name, mor10, and then I have to set up a password, and
03:12I'm going to use this Password Generator to create a strong password.
03:15So I'll click Password Generator, and here I get a very strong password that I can copy.
03:21Then I'll check I have copied this password in a safe place, and click
03:24Use Password, and now I'm going to go to my text file, and paste that password in here.
03:30I'm also going to grab the Login, or username, which is mor10@ldcsites.com, and
03:39I'll leave the address for now.
03:40I'll save this file, and I'll go back here.
03:44The next thing I want to do is point this FTP account to a specific folder in
03:48my system, because I've already tied my domain to a specific folder, and I want
03:54it to be so that when I log in with FTP, I land directly into the folder I want
03:58to use for my Web site.
04:00In this case, it's not mor10;
04:02it's samoca, so I'm changing it.
04:05And that way, when I log in, I'll land right here in the folder I want to use,
04:09and then I'll set my Quota to Unlimited, and click Create FTP Account.
04:15Now I have an FTP account, which means I can log in to the site.
04:19The next step is to create a MySQL database.
04:22So I'll go back to cPanel, and I'll scroll further down this time until I find
04:26this area that says MySQL Databases, and here I can either create one manually,
04:31or I can use the wizard.
04:32I'm going to create one manually, so you can see how it's done.
04:35So I'll click MySQL Databases, and then under here, where it says Create New
04:40Database, I'll create a new database. So I'll call this one, samocawp, because
04:43it's SAMOCA WordPress, and click Create Database.
04:49So that'll be the database name.
04:51So I can copy this, go back to my file, and the database name becomes this.
04:58I'll save this file,
04:59then I can go back, and now I need to create a database user for my new database.
05:06So I'll scroll further down here, and here it says MySQL Users > Add New User.
05:11So here I can create a new username for that database.
05:15So I'll make this name wpinst, or wpinstall, and then I'll use the Password
05:21Generator again to create a strong password.
05:23I'll copy this, I have copied this password in a safe place, save password,
05:30switch to my document, save the password here, save the file, and then I can also
05:35punch in the username while I'm at it.
05:38So that is ldcsites_wpinst, and save, and finally, I click Create User.
05:48And now I can go to the final step, and assign the user to the database I created.
05:53So I'll scroll down ,and then I'll say Add User To Database.
05:56I'll pick the User, this one, wpinst, and I'll point that user to the database,
06:03samocawp, and when I click Add, I can now set up user privileges for this user.
06:10Now, this means what the user can and cannot do with the database.
06:14The user in this case is WordPress itself,
06:17so I'm going to check All Privileges, because WordPress needs to be able to do
06:21everything on the database.
06:23I'll click Make Changes, and now we're finally all set up and ready to go.
06:28Going back to my file to check that I have everything, you'll see I'm missing
06:32a couple of things.
06:33I'm missing the FTP address, and I'm also missing the host address.
06:37That's because I already know that the FTP address is going to be just
06:40samoca.org, and I know that for Bluehost, the hostname is localhost.
06:47If you have a host that uses a different name than localhost, it would've told
06:52you by now that it was going to use something else.
06:54So if the management application says nothing, the database host is usually localhost.
07:00Now I can save my file, and we're ready to go.
07:03WordPress is very easy to install on your Web host once you have the
07:06correct information.
07:07Fortunately, most Web hosts now understand that people like to install
07:11applications like WordPress, so they make it easy to find info about FTP, and how
07:16to set up a MySQL database.
07:18And if you can't find it, just give your Web host a call, or send them an e-mail.
07:22More than likely, you're just looking in the wrong place.
Collapse this transcript
Downloading WordPress
00:00Once you have your host set up and ready, you have your FTP account information,
00:04and you have all your MySQL information ready to go, it's time to download a new
00:09version of WordPress.
00:10WordPress can be found on the main WordPress Web site, WordPress.org, and any
00:15time I install WordPress on a new server, or I do a fresh install, I always go
00:20to WordPress.org, and download the latest version, because I always want to start
00:24with a fresh, clean version of WordPress that I know is the latest one that was
00:28released, because WordPress releases updates quite frequently.
00:32On WordPress.org, I can download WordPress either by clicking the big blue
00:36button here, or the red button up in the corner. Both take me to the same place,
00:41and here I get some information about the current version of WordPress, and I
00:45can download the file.
00:46So I will click Download, and while that's happening, I will show you what else
00:49is available on WordPress.org.
00:52First of all, since you are watching this course, I know you are going to
00:54install WordPress on your own host.
00:57If you want to see the official documentation on how to install WordPress, you
01:00can go check out the handy installation guide that WordPress provides, that
01:05runs through every step of the process.
01:06This is a great tool, because you can always go in and check if something
01:09odd happens, and you can also share this with other people who want to install WordPress.
01:14But WordPress.org is not just a place where you can get information about how to
01:18install WordPress; you can also get a lot of other information.
01:22WordPress.org has a showcase where you can see examples of Web sites that
01:26are using WordPress;
01:28you can also check out, and maybe download, some of the thousands of really cool
01:32themes that are available through the Free Theme Directory, and you can check out
01:36plugins. Plugins are little applications that you can add to your WordPress
01:40installation to add functionality.
01:43You also have links directly to different Mobile apps available for WordPress.
01:47These work for Androids, for iOS, for Blackberry, and Windows Phone, and so on,
01:52and they install on your phone, or your tablet,
01:55so it's easy to post to your WordPress site while you are on the go.
01:59You can also find documents under the WordPress Codex.
02:03The WordPress Codex is where you have all the information about the code inside WordPress.
02:08So all the developers, like me, they spend a lot of time on the WordPress Codex,
02:12because this is kind of the Bible of how WordPress works, and all the
02:16functionality in it.
02:17If you're not quite that advanced, you can go to the forums, and here you can
02:21find help and information about how to do different things.
02:25So if you run into a strange problem, and you can't figure it out, you can go to
02:28the forum, and post a question, and someone will pick that question up, and answer
02:32it, and maybe point you in the right direction.
02:35WordPress.org is the go to place for anyone who's doing WordPress self-hosting,
02:39and personally, I am on WordPress.org pretty much every single day of the year,
02:44because it's such a well of information, and there's always new stuff coming in,
02:48because WordPress is open source, and anyone who works with WordPress will, at
02:52some point, contribute something, either to the Codex, to the forum, to the Themes
02:56Directory, or to the Plugins Directory.
02:59Once WordPress is downloaded onto my computer, I can open it, I will unpack the
03:03archive, and then I can move the WordPress folder to my Desktop. And now, when I
03:11open it, you see I have a complete fresh and untouched version of WordPress
03:16that is up to date, and ready to be installed on my host.
03:21WordPress.org is the focal point of all information about WordPress self-hosting,
03:25and it's where you should turn whenever you have a question.
03:28It is filled with insightful articles, useful applications, and helpful forum
03:32members, and here's a little tip from me:
03:35if you're having trouble finding information on a specific article using the
03:38search function inside WordPress.org, try using Google instead.
03:43For whatever reason, Google's indexing of WordPress.org is better than
03:48WordPress.org's own indexing of its own site,
03:52so when I search for something, I always use Google.
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Uploading WordPress to your host
00:00If you've been following this course from the start, you should now have two items;
00:04the most recent version of WordPress, downloaded from WordPress.org, and
00:08unconfigured, and also a file with all your access information, both to FTP, and
00:13to your MySQL database.
00:15If you have all these things, it's time to publish WordPress to your Web host.
00:20To do that, I need an FTP client.
00:21I already have one installed, it's called FileZillla, and FileZillla has FTP
00:27clients for all the major platforms, but there are hundreds of different FTP
00:31applications out there, and if you use a different one, it doesn't really make any
00:35difference; they are all pretty much the same.
00:37I have installed FileZillla on my computer, and now I am going to start it, and
00:41start configuring my files.
00:43So first, I need my files here, and now I can set up a new account under
00:48FileZillla that will talk directly to my host.
00:51So I'll click on the Site Manager, create a New Site, call that SAMOCA, and then
00:57I'm going to start entering information.
00:59First off, I am going to give it the Host name. In my case, that is just my domain
01:04name, and this depends on your hosting provider.
01:07Some hosting providers require that you say FTP dot
01:10in front of your domain name, and other hosting providers have different ways of
01:13targeting your folders.
01:15So if you can't find that information when you're logged in to the hosting
01:18management panel, you should call your host, or e-mail them, and ask them what your
01:23FTP access information is.
01:25It should be pretty easy to find.
01:26Next, I am going to set up the Logon Type.
01:29Here I am just going to set it Normal, because all I need is the User name, and
01:32Password, and I will grab my User name, and my Password.
01:40That's all I need to do.
01:42So now I can simply click OK, and then use the dropdown to select SAMOCA, and
01:47FileZillla will log me in to my host.
01:50Here I can see all the files that are currently available on my host, and as you
01:54can see, there are already some files there.
01:56I don't want any of these files;
01:58they were put there by the host when my account was set up.
02:01So what I am going to do is create a new folder, call it OLD, and then dump all
02:07these files into that folder.
02:09I am also going to move this cgi-bin into OLD.
02:12That way, if it turns out that those files mattered,
02:16I can always go back to the OLD folder, and pull them back out again.
02:19So I didn't delete anything; I just moved it around.
02:21Now I am going to do a trick, because I want my WordPress installation to be a
02:25bit more secure, and a simple way of doing that is putting it into a folder that hides it.
02:30So I am going to create another folder here, and I won't call it WordPress, I'll
02:34call it something entirely different, but it has to be something I can remember.
02:37So I'll call this folder here, and click OK.
02:41I'm now going to upload WordPress into this here folder.
02:44So I'll go to my Desktop, open WordPress, grab all the files, and simply drag
02:53them over into the here folder.
02:55Now FileZillla will take every single file, and every single folder inside
02:59this WordPress installation, and push them up through my network connection onto my server.
03:05I am just going to warn you, this might take a while, because WordPress is a
03:08very large application with a lot of small files, and depending on your network
03:12connection, it just my take a while to push them all up.
03:15Once the upload completes, make sure no files are listed under Failed transfers,
03:21and if no files are listed here, you can assume that the files inside
03:25FileZillla listed on your server, match the files on your computer exactly. To
03:30test that everything works, go to your Web browser, put in your domain name, and then /here.
03:38If everything worked according to plan, you will now get this page, which looks
03:42like something is broken, but in fact, this is WordPress talking to you.
03:47WordPress is telling me that I haven't put up a wp-config.php file yet, and
03:53that's why it's not working.
03:54This is exactly what I want to see.
03:56This means that everything was uploaded correctly, and we are now ready to set
04:00up WordPress.
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Installing WordPress with the 5-Minute Install
00:00To make the installation of WordPress on your server as easy as possible, the
00:04application comes complete with what is known as the 5-minute install.
00:08This first run service helps you configure WordPress to talk to your database,
00:13and run on your server, and usually it doesn't take more than five minutes to
00:16complete, thus the name: the 5-minute install.
00:19The 5-minute install works on most servers, but not all servers.
00:24It's pretty obvious when it doesn't work, and if it doesn't work, there are
00:27other options, but for now, let's take a look at the 5-minute install.
00:31What I've done so far is upload WordPress onto my server under the domain name
00:36samoca.org, and the folder here.
00:39What you see now is the beginning of the 5-minute install.
00:42What's happened is I have uploaded WordPress to the server, but I didn't give
00:46WordPress any configuration information, so WordPress doesn't know how to talk
00:50to the database I have set up for it.
00:52Therefore, I have to set up a file called wp-config.php that will tell WordPress
00:59how to talk to the database.
01:00But I don't have to set up that file myself.
01:03I can get WordPress to do it for me, using the 5-minute install.
01:06First, though, I need to access information.
01:08So I am going to pull this window to side, and I am going to open my SiteInfo
01:13file, and put it to the other side, and here I have all that MySQL information I
01:20need to get WordPress to talk to the database.
01:23So now I can start by creating a configuration file.
01:26I'll click Create a Configuration File, and I'll be taken to this next page.
01:31From here, I need to have the database name, the database username, the password,
01:36and the host, and over here I have database name, username, password, and host, so I am set to go.
01:43I also need to decide on a table prefix, and it's a good idea to change to table
01:48prefix into something other than the default, which is wp, underscore, because if the prefix
01:54is something else, then hackers will have a harder time hacking your site.
01:58This page also says that if for some reason this automatic file creation
02:02doesn't work, don't worry, because if it doesn't work automatically, you can do
02:06the same configuration manually, but we are going to try the automatic option,
02:09so I'll click Let's go!
02:11Now I get to a page where I have to enter all my information.
02:14So I'll go ahead and grab the database name, copy it; paste it in. Then my
02:20database user name, copy, paste, then my password, copy, paste, and then
02:27finally, my database host. And you see that WordPress is assuming that localhost
02:32is the correct one, because it usually is.
02:34Finally, I have to set a Table Prefix.
02:36And the table prefix is basically the beginning of every entry in the table,
02:41so I can set that to whatever I want.
02:43I am going to set it to sm instead of wp, for SAMOCA, and then I click Submit.
02:51And if it goes right, I get to this page. Here it just says that WordPress can
02:55now communicate with my database, which means I can run the install.
02:58So I'll click Run the Install, and I now get to the WordPress install.
03:02If something went wrong, you would have gotten to a different page that said
03:06something went wrong; I can't write to the wp-config file, or something like that,
03:11and then you would have to go to the manual installation process instead.
03:15If everything works, and it usually does, installing WordPress with the 5-minute
03:20install is by far the quickest and easiest way to get up and running.
03:24And fortunately, even if it doesn't work, it's not hard to set up the
03:28application manually.
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Installing WordPress manually
00:00Most of the time, when you run the WordPress 5-minute install process,
00:04everything works just fine, but there are certain situations where it doesn't
00:08work, and if it doesn't work, you have to do the core setup manually.
00:11So if what you're seeing on the screen now is what you're looking at, you are
00:15fine; you don't need to watch this movie.
00:17However, if what you got when you tried to do the 5-minute install was a warning
00:22saying it didn't work, then you have to follow the next couple of steps.
00:25I am going to minimize my window here, and then I'll go to my downloaded version
00:29of WordPress on my computer.
00:31Inside WordPress, I have this file called wp-config-sample.
00:36This is the file I am going to use to create the wp-config file that's going to
00:41tell my site how to talk to my database.
00:43So I am going to open this file in a text editor, and I am going to use
00:47Notepad++, but you can use whatever text editor you want; it doesn't really
00:51matter. And then I am going to do the configuration from here.
00:53So first, I need to get my configuration information from my file. So I'll open
00:58the file, and then I am going to configure WordPress using this text file. And I
01:04know it looks intimidating, but if you ignore all the green stuff, and you just
01:09look for the right items, it's actually very easy to do.
01:11What we are looking for here is a database name, and you see how it says
01:15database_name_here; that's where we are going to put the database name.
01:18So I'll go and grab my database name, copy it, and paste it in. And then I need
01:25the database username, so I'll go grab database username.
01:30I need the database password, so I'll grab database password, and I also need the host name.
01:39Now, the name that's entered here is already localhost,
01:42so I don't need to set it as localhost.
01:44If you have watched the previous movie, you will also remember that I entered a
01:47different database prefix.
01:48If we scroll down on this page, you find the database table prefix here, and
01:53you can change it to anything you'd like.
01:55In my case, I changed it to sm, so I'll change it to sm.
01:59There is one final step you have to do, and that is you have to add
02:02something called Salt.
02:03Salt is the computer equivalent of a salted path.
02:07It's basically heavy encryption that makes it almost impossible for evil scripts
02:12to come in and exploit your site, and hack it.
02:15The idea of the Salts is that you put in unique phrases for a bunch of
02:19different values, and the more unique those phrases are, the harder it gets for
02:24computers to guess what they are, and they have to guess them to be able to do
02:27things to your site.
02:28Of course, punching in different unique phrases eight times can be a bit
02:32tedious, so WordPress has done it for you.
02:35If you grab this URL here, copy it, go to your browser, and open it in a new tab,
02:42an online service will automatically generate random Salts for you.
02:47So every time you reload it, you get a different stack.
02:49So you just grab this entire stack of code, copy it, go back to your text
02:54editor, highlight all of these define lines, and just paste in what you got from the Web.
03:00That's it.
03:01Now you have all your crazy, cryptic, unique phrases, and you're ready to go.
03:06The last step you need to do is save this file, and save it as
03:10just wp-config.php.
03:15Now you've configured WordPress on your computer to talk to the database.
03:20The only thing that's left to do is grab that file you just created, the
03:23wp-config file, open your FTP host, log on to your site, and grab it, and drop it over.
03:33By doing this, you are adding that wp-config file that the 5-minute install
03:38wasn't able to create for you.
03:39That way, even if the 5-minute install didn't work, WordPress will still be able
03:44to talk to the database.
03:46As you can see, even if the 5-minute installer doesn't work, setting up WordPress
03:50manually is not rocket science.
03:53Configuring the wp-config.php file is the only step that involves any type of
03:58code, and the WordPress team has made this process as easy as possible by
04:03providing clearly marked areas where the information should go, and even a
04:06direct link to the Salt generator, right from within the file itself.
04:11With the MySQL information and Salts set up, and the wp-config.php file uploaded
04:16to your server, you're ready to launch your self-hosted WordPress site.
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3. Starting WordPress for the First Time
Setting up WordPress
00:00Once WordPress is uploaded to your host, and configured to talk your database,
00:04it's imperative that you immediately visit the homepage of the site to initiate
00:09WordPress for the first time.
00:11This is where you set the name of the site, your username, and password, and
00:15some other information.
00:16If you don't do this step, there's a minute chance that someone will
00:20stumble upon your domain, and literally take over your Web site before you even get it set up.
00:25Of course, this is not a big problem, because if that were to happen, you can
00:29just go and delete the database, and start over,
00:31but it's a bit of a hassle,
00:33so it's a good idea to set it up immediately.
00:35If you've closed all your browser windows before you got to the setup process,
00:39it's easy to get back to the installation.
00:41All you have to do is open your browser, and go to your domain, and your subfolder,
00:48whatever you set it to, and just open that page.
00:51If WordPress hasn't already been set up, you'll now land on this page, where
00:55you're welcomed to WordPress.
00:57From here, you have to give your site a title, which you can change later.
01:00You have to create a Username for yourself, insert a Password for your
01:05Username, and provide your e-mail address, so that WordPress can e-mail you
01:09your password when you forget it.
01:11So first, I'm going to set a title; SAMOCA.
01:15Then I'm going to set a username.
01:16Now, it's really important that you don't use admin as your Username.
01:21Whatever you do, admin should not be your user on your site, because admin used
01:26to be the default user, and every hacker who's ever tried to attack a WordPress
01:31site has always started by looking for the admin user.
01:34So choose something other than admin, whatever you do.
01:36I'll set up samocamor10 as my Username, and then enter Password, and my e-mail
01:46address, info@samoca.org, and finally, I can choose whether or not I want my site
01:54to appear in search engines, like Google, and Technorati right away.
01:58I usually turn this off, and then I reactivate it later on, when I actually have
02:02content on my site, because I don't want search engines to start indexing my
02:06site when there's nothing really there.
02:08When I've set up all the information, I'm going to click Install WordPress.
02:12I get to a page that says Success!
02:15WordPress has been installed.
02:16Were you expecting more steps?
02:18Sorry to disappoint. And now I can log in to WordPress for the first time. And
02:23from here, I can click Back to SAMOCA, and voila!
02:28Here is my new WordPress installation up on the Web for everyone to see.
02:32Setting up WordPress for the first time is very simple, and gives you the
02:35ability to set a custom administrator name right off the bat.
02:39This is a new feature included with WordPress 3.0.
02:42In the past, the default administrator username was admin, and people forgot to
02:47delete it, which made it a huge security risk.
02:50So suffice it to say, do not set your administrator username to admin, and
02:55if you did, you should immediately log in, and change your username to
02:59something else.
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Logging in to the WordPress Admin area for the first time
00:00A WordPress Web site or blog has two main parts:
00:04a front end, which is what the public sees when they visit your site, and a
00:08back end, which is where you write articles, post photos and videos, moderate
00:12comments, and control the look and functionality of the site.
00:16Both the front end and back end are accessible through any Web browser.
00:21If you visit the domain where you installed WordPress, and go to the correct
00:24folder, you'll find the front end of your WordPress site.
00:28By default WordPress ships with a theme called 2011, and it looks like this.
00:34And inside 2011, you get a single post that has a single comment, and also a sample page.
00:41To get to the back end of WordPress, or the admin panel, you need to go to
00:46a specific Web address.
00:47So you go to your domain, slash, whatever folder you created, and then you type wp-admin.
00:55This brings you to the login panel for the WordPress back end, and here, you
00:59simply enter your Username, and your Password, and you can log in.
01:06If you don't remember your password, you can click the Lost your password
01:10button, and you'll be taken to a field, where you can either enter your Username,
01:14if you remember your Username, or if you don't remember your Username, you can
01:18enter the e-mail address you defined when you set up WordPress to begin with, and
01:23then WordPress will send you an e-mail with your username, and your password.
01:28After entering my Username, and Password, I'm going to check Remember Me, so I
01:32don't have to keep doing this process every time I log in, and click Log In.
01:36Depending on my browser, the browser may now ask if I want the browser to
01:40remember my password, and I do, so I'll say Save password, and now we're in the
01:45back end of WordPress.
01:47The first time you open the WordPress back end, you land on the Dashboard with
01:51this welcome message.
01:53It gives you information about what WordPress is, how it works, and so on, and
01:57you also get direct links to basic settings, how to add new content, and how
02:03to customize your site.
02:04If this is the first time you've used WordPress as a self-hosted
02:07application, it's a good idea to read through this, and click on some of the
02:11links, and see where you go.
02:12One you're finished with it, you can dismiss this front page message, so you
02:16don't have to see it again, either by clicking up here in the corner, or clicking
02:20Dismiss this message, down here at the bottom.
02:22The message collapses, and we get to the standard Dashboard.
02:26The WordPress Dashboard, or admin panel as it's often called, is the landing page
02:32for everything you do inside WordPress.
02:35Here, you get information about your blog under Right Now, where you can see a
02:39list of how many posts, and pages, and categories, and tags you have,
02:43what theme you're currently running, how many widgets you are using, and what
02:46your commenting status is,
02:47so how many comments you have, how many have you've approved, pending
02:51comments, and spam, and so on.
02:52You'll also see what version of WordPress you're using.
02:55WordPress keeps updating constantly,
02:57so you often find that your WordPress is out of date, in which case, you'll get a
03:01small flag up here, saying WordPress is updated, and then you can match the
03:05version down here with the one that it says is the new version up here.
03:09Next to Right Now, you have a QuickPress, where you can quickly write new posts if
03:13you want to, and below that, you have Recent Drafts.
03:16So if you're writing a lot of content, but not publishing it, or if you have
03:19contributors to your blog that write content, but can't publish it, you see
03:24what recent drafts are available.
03:26Scrolling down, you have the list of the most Recent Comments, Incoming Links,
03:31and news about Plugins, what's going on with WordPress, and other WordPress news.
03:38This right section of the WordPress Dashboard, changes depending on what page you're on.
03:43To navigate between pages, you use the panel on the left side here.
03:47The panel on the left has three main sections.
03:49The Dashboard section, that has a link to the Home, or the Dashboard, and also
03:54a link to Updates, if there are any available. Then there's a section where
03:58you create content.
03:59So here you Posts, Media, Links, Pages, and Comment moderation. And then the third
04:06section deals with how WordPress operates and functions.
04:09Here you have Appearance, where you control the Theme, and the Widgets, and other elements.
04:14You have the ability to install or uninstall Plugins.
04:17You can add or remove Users.
04:19You can use the different Tools available, and you have all the
04:21WordPress Settings.
04:23At the very top of the admin panel, you have the WordPress toolbar.
04:27Whenever you're logged into WordPress, you'll see the WordPress toolbar, and the
04:31toolbar will change depending on where you are on the site.
04:34I'll cover the toolbar in more detail later.
04:36What's neat about the WordPress Dashboard is that it's very responsive.
04:40That means, for example, you can collapse the menu if you don't want to see the
04:44whole menu, or if you're on a smaller screen, and you feel it takes up too much
04:47space, simply by clicking this Collapse menu button.
04:51When you do, you just get the icons for the menu items, and when you hover over
04:54them, you get these flyouts, giving you the full list of options.
05:00This menu will also collapse automatically if your screen size is too small.
05:04So if I reduce the size of my screen here, you'll see that, when I get to a
05:08certain point, the menu automatically collapses for me,
05:12so I don't have to do that.
05:15On the right side, this whole panel will always be customizable.
05:19You can collapse any panel you want at any time.
05:23You can also move panels around, so you could put, for instance, the Comments on top,
05:27and Right Now below it.
05:29You can also go to Screen Options at any time, on any page, and select what you want to see.
05:34So if you don't want to see Incoming Links, you can simply check it off, and it
05:38doesn't appear anymore, and then if you need it for some reason, you can turn it back on.
05:43All these functions relate to your account.
05:46So you can change it for yourself without changing it for anyone else
05:49who's using the site.
05:50The Settings are remembered, and they're also remembered for every single page.
05:54So let's say we go to the Posts page, and Add a New Post.
05:58We can do the exact same process here.
06:00We can open Screen Options; turn features on and off.
06:03We can also go and grab any item, and move it to change the order of that item,
06:09or we can collapse them if you don't want to see them.
06:13While you're in the admin section of WordPress, you may also want to see what
06:17WordPress looks like on the front end.
06:19To get to the front end, go up to this WordPress toolbar, and click on Visit
06:23Site, or you can just click on the site name.
06:26I usually open it in a separate tab.
06:28So I'll right-click, and go Open in new tab, and now I have the WordPress back end
06:33in one tab, and the front end in another tab,
06:36so I can see what I'm doing.
06:38The WordPress Dashboard, also known as the admin area, or back end, is where you'll
06:43do most of your work.
06:45As with everything else in WordPress, it's highly customizable, and easy to understand.
06:49My tip to you is this: if you're ever confused about what to do, or where to go to
06:54do it when you're in the back end, just read what the page says.
06:58In most cases it's spelled out right in front of you, and if you still can't
07:02figure it out, there's always the Help button, which is related to the page
07:06you're currently on, and will give you help information about what you see
07:09on the screen.
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Using the WordPress toolbar
00:00Whenever you're logged in to your WordPress site, you'll see the WordPress
00:03toolbar on the top of your screen.
00:06From this toolbar, you can access the WordPress Dashboard by clicking the site
00:10name, or if you're in the Dashboard, you can visit the site by clicking the same site name.
00:16You can also make common actions, like create a new post, add a new media, or add
00:21a new link, or page, or even a user, and you can see information about your site.
00:25Like right now, my toolbar is telling me I have one available plugin update, and
00:30I currently have no comments awaiting moderation.
00:33Depending on where I am on the site, this toolbar will change.
00:37As you saw, right now I'm on the front page, so I have the button to create a
00:41new post, and when I click on the site name, I can jump to the Dashboard, or I
00:46can change my theme, and widgets, manage menus, backgrounds, and headers.
00:51But if I go to the back end, the toolbar changes ever so slightly, and now my site
00:57name will only take me to the front page.
01:01If I go to a single post or page, I get a new button on the toolbar that'll let
01:06me edit the posts directly, and the same button will change to view the post
01:11when I'm in the back end.
01:13So as you can see, this toolbar is very useful for quickly navigating between the
01:18front and back end, and also making quick actions.
01:21Now, it's important to keep in mind that the WordPress toolbar tends to change a lot.
01:26It's changed several times over the past couple of years, and it's likely to change again,
01:30but the overall philosophy and functionality of the toolbar will always stay the same.
01:35It's meant to be here to help you do actions very quickly, and to get to where
01:39you want to go, without having to type in URLs all the time.
01:43On the right-hand side of the toolbar, you see your own username.
01:46It will usually say something like Howdy, and then you're name, and from here you
01:50have access to your own profile.
01:51So you can see your profile icon, you can edit your profile, and you can log in and out.
01:56And at the very end, you have a simple search box.
02:00If you click on it, you can punch in a search term, and this will then do a
02:03search on your entire site, finding what you're looking for.
02:07On the far left-hand side, you have the WordPress icon.
02:10From here you can go directly to the About WordPress page, inside your
02:14WordPress installation, which tells you about your current version of
02:18WordPress, about what's new in that current version, shows you the WordPress
02:22credits, that show you who built WordPress, and also tells you about the
02:27freedoms associated with WordPress,
02:29because WordPress is open source, so you have what's referred to as freedoms,
02:33because it's open, and you're also using something that's under a specific
02:38license called the GPL license, and here you can find information about that.
02:44The WordPress toolbar is a great tool for quickly making actions on your site,
02:49but there are certain situations where you don't want to see the toolbar, when
02:52you're on the front end, even if you're logged in.
02:55Fortunately, you can turn it off if you want to.
02:58If you go to your user profile -- so you can simply hover over your name here on
03:02the right-hand side, and click Edit My Profile --
03:05you can toggle the visibility of your toolbar when viewing the site on and off
03:10with this simple box here.
03:11So if I turn it off, and scroll down, and update my profile, and then go to the
03:17front page, you'll see I'm no longer seeing the toolbar.
03:22However, without the toolbar, there's no easy way to jump back to the admin panel.
03:28That's why I open the front page in a separate tab.
03:30But if I want to go back to the admin panel, I now have to type in the address to
03:35the admin panel, which is wp-admin, to get back in.
03:39The WordPress toolbar provides quick and easy access to the functions and
03:43actions you're most likely to use when managing your site.
03:46As you add more functionality to your site through plugins, you may see new
03:50features appear on the WordPress toolbar as well.
03:53Getting acquainted with the options, and making the toolbar part of your regular
03:56routine will save you lots of time; trust me.
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Testing your WordPress site
00:00Before we do a deep dive into WordPress, it's a good idea to make sure the
00:04installation works properly, and that the site functions the way it supposed to do.
00:10Occasionally, the WordPress installation gets broken during the upload, or
00:12something goes wrong in the link between the database, and the site itself, or
00:17your database configuration might be a bit off.
00:20These errors are usually easy to fix, or at least easy to track, but it's a good
00:24idea to make sure everything works before we move forward,
00:28so you don't do a lot of work, and then it turns out later, it's not going to work properly.
00:32The first rule of thumb is, if you can't get access to your own WordPress site,
00:35something is clearly wrong, but let's assume that you are getting access to your
00:39WordPress site, and it looks like what you're seeing here.
00:42In that case, we need to just make sure that when we do things to the WordPress
00:46site, it still works.
00:47So what I am going to do is kind of jump ahead in the course a little bit, and do
00:51some very simple actions, just make sure everything works.
00:54Let's create a new post.
00:56Go to New, and create a new post. I can also go here to Posts, and Add New if I want to.
01:02We are just going to make a simple post here, and it's going to be test post to
01:06make sure everything works.
01:07I'll call it Test post, and I'll just type in some basic text in here.
01:14One common thing that may break inside WordPress is file uploads, so let's make
01:19sure that we can actually upload files to WordPress, and that WordPress accepts
01:23these files, and it's able to display them.
01:25So I'll click the add media button, which is this Upload/Insert text over here,
01:31and I'll add a simple media file.
01:33So I'll click Select Files, navigate to somewhere where I have an image, and upload it.
01:42Now I am simply going to click Insert into Post, make sure the image actually
01:47gets inserted into my post, click Publish to publish the story, and then click
01:53View Post to see it.
01:56If everything worked the way it's supposed to, we should now see a post called Test
01:59post, with the text, just making sure everything works, and an image.
02:04If at any point in that process something didn't work -- for example, if you
02:09don't see the image, or if you got an error while you were uploading the image --
02:12it's usually for one of two reasons: either your WordPress installation was
02:17broken when you uploaded it to your server, or WordPress is not able to talk
02:22properly to your database.
02:24If you're able to see WordPress, and you can work with it, the likelihood is that
02:27it's actually WordPress itself that's broken, and if that's the case, you can
02:31simply go and replace your WordPress installation with a new one, and I'll
02:35quickly show you how to do that.
02:36You can collapse your window.
02:38You open your WordPress installation that you have in your computer, and if you
02:43think there's something wrong with your actual WordPress installation that you
02:45downloaded, you can download a new version.
02:48Then you open your FTP account, and you log in to your host.
02:54Find your WordPress installation, and delete everything except for the wp-content
03:02folder, and the file called wp-config.php.
03:10Deleting WordPress entirely from your system may seem like a drastic move, but
03:14the reality is, even though we are deleting everything, and replacing all the
03:18files, it doesn't really matter, because WordPress the application is actually
03:23just a gateway that lets you talk to the database.
03:26So as long as you're not deleting the database, the application can always be
03:29replaced by a new one.
03:32The reason why it didn't delete these two components -- the wp-content folder, and
03:37the wp-config file -- is because the wp-content folder contains, amongst other
03:42things, my uploaded files, and the wp-config file contains all the information
03:47WordPress needs to talk to my database, and I don't want to have to redo the
03:51setup process again.
03:53Now that I have deleted WordPress, I can go back to my Web site, and try to reload
03:59it, and you'll see, nothing works.
04:02But if I go back to My Computer, grab all my files in my WordPress installation,
04:08except for the wp-content folder, and the wp-config file, and drag them into the
04:14same folder I used to have WordPress installed on, and let all the files get
04:18pushed back up to my server, I'm now restoring WordPress to a stable state, and
04:23everything should come back online.
04:26Now all the files are uploaded, if I click on Failed transfers, I see there were
04:31no Failed transfers, and now, when I go back to my browser, and reload the page
04:35again, we are back where we were. Same page, same content, image is still working,
04:42and I can go back to my Dashboard, and everything looks the same.
04:45So as you can see, even though I deleted WordPress altogether, made sure it
04:50didn't work, and then reinstalled all of WordPress, we still have the
04:53application exactly the way we want it.
04:56Doing a quick check of the integrity of WordPress might seem like a waste of
05:00time, but it's a good rule of thumb, so you don't end up with a site that
05:03doesn't work down the road. Better safe than sorry, and all that.
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Placing WordPress into its own directory
00:00If you have been following this course from the beginning, you will have
00:03installed WordPress under a subdirectory, like I have here.
00:07I called mine here, but you could call yours whatever you want.
00:10If you didn't do that, and you installed WordPress directly on the main
00:13directory, you don't have to watch this movie.
00:16However, if you installed it under a subdirectory the way I did, I'll explain to
00:20you why I told you to do so, and it's a simple reason.
00:23As you know, to log in to WordPress, or get to the WordPress admin panel, you go
00:28to the location where you installed WordPress, and you simply type in wp-admin.
00:35This will always take you either to the login page, or to the Dashboard.
00:39Because this is public information, and it's always the same for all WordPress
00:42installations, a lot of hackers have figured out how to write scripts that will
00:47find this admin page, or find the login page, and then try to brute force their
00:51way in by trying out different usernames and passwords until they get in.
00:55A rudimentary, but effective way of avoiding this kind of attack is to simply
01:00install WordPress under a subdirectory, and then tell WordPress to appear as if
01:05it's installed under the main domain,
01:07and that's what we are going to do now.
01:09It's a bit of a tricky process, and it requires a couple of steps, and to be quite
01:13frank, it's a bit advanced for an essential training course, but I think it's
01:17important enough that I want to show you how to do it properly.
01:20The first thing you need to do is log in to your WordPress installation, and go
01:24to the Dashboard, and then go down to Settings, and General.
01:29You don't have to worry about any of the other stuff that's here.
01:31Right now what we are going to focus on is these two lines: WordPress
01:35Address, and Site Address,
01:38because inside WordPress, you can set a different physical address from the
01:42perceived address. The Site Address is the perceived address of where you visit
01:48the site, even though it actually lives somewhere else.
01:51In our case, I simply want to take away the directory name, so that the core
01:56domain becomes the landing page for our site.
01:59This is what's called giving WordPress its own directory, and you can find more
02:03information about it by following this link over here.
02:06It'll take you directly to a full-page that breaks down every detail about this
02:10process, including some fallbacks, and weird things that may happen, and it also
02:15has this very important warning.
02:17If you're using multi-site installation, or a network installation, which is rather
02:22unlikely, but it's possible, then you cannot do this process; it will not work.
02:27It also has separate rundowns for if you're using a Windows host, rather than a
02:31Linux host, which is what I'm using.
02:34Now that I have set the Site Address to what I want, I am going to scroll down,
02:38and click Save Changes.
02:40Now, nothing will happen to the Dashboard, because we're still at samoca.org/here,
02:45but if I click on the site name now, and try to jump to the front page, you will
02:51see, the front page doesn't exist.
02:53To make the front page appear, we have to make some small changes to the way the
02:57file structure is saved on our server.
02:59So I am going to go to my FTP application, log in to my server, and then I am
03:06going to go to the main folder for my WordPress installation.
03:11From here, I am going to copy two files: the one called .htaccess, and the
03:16one called index.php.
03:19If, for whatever reason, you don't see a file called .htaccess, try to go to
03:24Server, and toggle Force showing hidden files to on, because sometimes the server
03:29will try to hide files like the .htaccess file, because it's generally a file that
03:33you don't want to mess with.
03:35Once I have these two files, what I need to do is store them on My Computer,
03:39so that I can make some tiny changes to them, and then republish them onto the server.
03:43So I am going to go into My Computer here on the other side, and create a new
03:47folder, so I don't mess with the existing files. I will call this one custom.
03:54And then I am going to move these two files -- so the .htaccess and the index.php
03:59files -- into that folder.
04:01Now I can go to my Desktop, open the Custom folder, and then I am going to open
04:07the index.php file in a notepad.
04:10I am using Notepad++ here on my PC. You can also just use the regular Notepad, or
04:15if you're on a Mac, you can use a regular Notepad, or, for instance, TextWrangler;
04:20they all do the same thing.
04:21I'll click Edit in Notepad, and I open the file.
04:24Now, all I need to do here is change the last line of code down here.
04:29Let me just quickly explain how this works.
04:31When a Web browser visits any domain, it always looks for a file named either
04:34index.php, index.html, or default.html.
04:40If it finds that file, it assumes that this is going to be the main page
04:44for wherever it's at.
04:46So what we're going to do is add a new index.php file to the root directory of
04:51our installation, and then we are going to tell the browser where WordPress
04:54lives. In this case WordPress lives under forward slash, here, and then the file name.
05:01Now, when I save this file, close my editor, go back to my FTP application, go
05:08down to the root folder, and move the .htaccess file, and the index.php file, with that
05:14small change, into the root directory.
05:17I'll go back to my browser, reload the root directory, and here we are back
05:23on the front page, except now we're under the root directory, rather than samoca.org/here.
05:31Now, even though it looks like the site now lives under this root directory, it
05:35does, in fact, still live under samoca.org/here, which means if I want to log in,
05:40or I want to navigate to my admin panel using the URL, I still have the type in /here/wp-admin.
05:53If I go in, and I simply type in wp-admin, it won't work, and I'll get this nice
05:59little message saying, This is somewhat embarrassing, isn't it?
06:02Well, it isn't embarrassing; this is the whole trick.
06:05We are basically tricking the browser into thinking that WordPress lives in a
06:09different place than it really does.
06:11Placing WordPress in a different directory is a simple way of adding a level
06:15of security to your site, and avoiding some very rudimentary attempts at
06:19hacking into your site.
06:21It also makes it easier for you to add other applications to your site if you
06:24later want to do that, and as you can see, although it's considered an advanced
06:29function, it's' not all that complicated, and if for any reason you ran into
06:33problems while you were following this, or you're using a host that has a
06:37nonstandard setup, and you wonder what you need to do to make it work, you can
06:42always go directly to the link that you find here under General Settings, and
06:46this page will tell you all the intricate details of how you do this, step by
06:50step, for different systems.
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4. Setting Up Your User Profile
Editing your profile
00:00When you installed your WordPress site on your server, you also created a user profile.
00:05This user profile is the main admin profile.
00:08A WordPress site can have many users, and each of those users will have their own user profile.
00:14The information in this profile can be attached when you post pages, or posts, or
00:19comments on your site, or on other people's sites.
00:22Your profile can contain as much or as little information as you want, and can
00:26be edited at any time.
00:28When you make changes in your public profile, those changes are immediately
00:32reflected in any location where your profile is displayed.
00:35There are two main ways of accessing your profile when you're logged into WordPress:
00:40You can either go up to the WordPress toolbar at any time, hover over your
00:44username here on the right, and click Edit My Profile, or you can go to the
00:49Dashboard, navigate down to Users, and select Your Profile.
00:57From the Profile page, you can make changes, both to how WordPress interacts with
01:01you personally, and also what information WordPress has stored about you.
01:06Just remember that all the information you input into your user profile is
01:09public information that can be displayed on your site, so don't enter something
01:13you don't want to put out on the Internet.
01:16From the top, you can toggle the Visual Editor on and off.
01:20To explain what that is, let's take a look at the Visual Editor.
01:24If I go ahead and create a new post in a separate window, under Posts, and Add
01:28New, you'll see that here we have a large editing panel, and this is where we are
01:35going to write all our posts, and put all our content.
01:38The editing panel has two tabs: Visual, and HTML.
01:43If you're in the Visual tab, you'll see all the text like you would in a regular
01:47text editor. So if you make text bold, you will see it as bold.
01:50If you go to the HTML view, you'll see the HTML markup; that is, the Web code that
01:56you write when you write content.
01:59Some users choose not to see the Visual editor, and only want to see the HTML editor.
02:04So they simply disable the visual editor all together in their profile.
02:08So if you check this box at the top, Disable the visual editor when writing,
02:12you'll never see the Visual editor here; you will only have the HTML editor.
02:17For most users, this box should be left unchecked.
02:20The next option; you can choose color schemes for your admin panel.
02:25The default color scheme is gray, but I can change it to blue, update my profile,
02:32and you'll see that now the color scheme is blue instead.
02:35Personally, I don't really like the blue, but that's up to you.
02:39So I am going to switch it back to gray, but if you like the blue better,
02:42leave it at the blue.
02:45The next option enables keyboard shortcuts when you moderate comments.
02:50This is great if you have a Web site that gets a lot of comments, because you can
02:53quickly moderate them by punching in different keystrokes.
02:56If you want to enable this function, you should check out this link over here,
03:00open it in a separate tab, and read about all the keyboard shortcuts.
03:05That way you can learn how to quickly moderate comments, but unless you get a
03:09lot of comments, this isn't all that important.
03:12So you can choose whether you want to toggle it on or off yourself; it doesn't
03:15actually make any difference whether or not you use it.
03:17We have already mentioned the Toolbar option before, but it's worth repeating.
03:22If you uncheck this box, the Toolbar will not display on the front end of your
03:26Web site, even though you're logged in.
03:29You can check this box off if you want to see what the Web site looks like
03:32without the toolbar in certain situations.
03:35But I recommend you leave it on, because the toolbar is very useful when
03:38you're working in your site. It makes it easy to navigate from the front to
03:41the back end, and back,
03:43so turning it off will kind of make it more difficult to work with WordPress.
03:47Under the Personal Options, you have your personal information.
03:51This is where you can enter your own name, and decide how you want to
03:54display your name publicly.
03:56You will notice that you can't edit your Username, and this is really important;
04:00it's because the Username is the tool with which WordPress recognizes you as a
04:05user, and because you are currently logged in as that user, you can't change the username.
04:09Now, if you remember back to the very beginning of the course, when I was talking
04:13about how you can't have a user named admin; well, if for some reason you
04:18decided to create a user named admin, what you need to do is create a new user,
04:23and then log in as that new user, and then delete the old admin user.
04:28That's the only way you can get rid of the admin user.
04:31You can't go in and simply change the username.
04:33But I am going to assume you took my advice, and created your own Username, in
04:37which case, you don't need to do anything.
04:39What you do need to do is put in a name.
04:41So I am going to put in my own name, both first, and last, and then I can put in
04:48my nickname if I want.
04:49So I want to change that to mor10, because that's usually my nickname online, and
04:54then I can choose how I want to display my name publicly.
04:57Here you get a dropdown, and it will give you all the different options. You
05:00get your Nickname as an option, you get your Username as an option, you can
05:04choose only your First, or only your Last Name, or you can choose the regular
05:08spelling, which is First Name first, and then Last Name, or Last Name first, and then First Name.
05:14Depending on what you want to do display on your site, you would usually either
05:16pick your nickname, or your full name.
05:20I'll pick my full name, and just go down here, and update my profile, and then go
05:24to the front page, and you'll see why I do this.
05:29If I go to a single post that I have created here, you will see, down here at the
05:33bottom, in the meta-information about this post, it says that this entry was
05:38posted by Morten Rand-Hendriksen.
05:40So if I go in to my profile, and I change the Display name publicly as to, for
05:46instance, mor10, click Update Profile, and reload this page, you will see it now
05:52says, This entry was posted in Uncategorized by mor10.
05:56The link remains the same, but the name changes.
05:59So I can choose how I want to display my information.
06:02I am just going to reset it back to my own name again, and then we can move further down.
06:07The next section is Contact Info, and this is quite interesting.
06:11You may have noticed in the toolbar there is a little icon,
06:14and when I hover over that icon, I get this little picture of this Samoca logo.
06:20That's because I've already created a profile on a site called Gravatar, and
06:24attached that profile to my e-mail address, and within that profile, there's an image.
06:29It's called a Gravatar, and it's basically just an avatar image attached to my e-mail address.
06:34So because I have entered the same e-mail address here as is attached to that
06:38Gravatar, the Gravatar appears.
06:41However, if I go in and change this -- I can change it to my own e-mail address,
06:48and now you all know how to e-mail me -- and I click Update Profile, you will see
06:55that my Gravatar changed to my face.
06:58So you see how the Gravatar image is attached to the e-mail address that's
07:04associated with your profile? Well, that's how it works.
07:07Later on in the course, we'll look at how to create your own Gravatar, but
07:11that's basically the gist of it.
07:13This e-mail also becomes the e-mail that WordPress sends you information to, so
07:17make sure that it's a real e-mail address.
07:19I am going to set it back to the regular e-mail address, and then I can choose
07:23whether I want to put in the Web site address, so I am going to do that.
07:29And if I want to add chat information for AIM, Yahoo IM, and Jabber, or Google Talk.
07:35Why it's these three settings, and not something more common, like Twitter, or
07:39Facebook, is quite frankly beyond me, but that's the way it is,
07:43so you can choose to enter it if you want to.
07:46Remember, again, that all this information will be publicly available on your site.
07:51The final two fields let you add Biographical Information, and also a New Password.
07:56This information will be stored along with your user profile, and depending on
08:00the theme you're using to display your content in WordPress, that information
08:04may be associated with posts or pages as people visit them.
08:08So again, when you put stuff in here, you have to remember that this is public
08:13information that people can see.
08:15It's great if you want to share information about yourself; just remember to put
08:18in stuff that you actually want to share.
08:21And of course, the password settings at the bottom are just like regular password settings.
08:25If you want to reset your password, you go in and punch in a password, and it
08:28will tell you how strong it is. For example, my own name is very weak, whereas
08:34the default password I normally use is medium, or an even stronger one than that --
08:43and you have to duplicate that password twice.
08:45So if you are ever wondering how to change your password, remember, it's
08:49always go to your name, Edit My Profile, scroll to the bottom, change your
08:54password; Update Profile.
08:57Your user profile in your WordPress site contains your personal information, or
09:01at least the information you're willing to share, and it will display this
09:05information when appropriate in your WordPress site.
09:08Setting up your profile is an often neglected step, but it's an important one.
09:12This is also where you manage your password, e-mail, display name, and so on.
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Creating profile images with Gravatar
00:00Every user registered with your WordPress web site will have their own user
00:04profile inside WordPress.
00:07You can get to it by clicking on your name up here in the toolbar, and you jump
00:11directly to your user profile.
00:14However, in addition to the user profile you create on your WordPress Web site,
00:18you can also create an additional profile on a service known as Gravatar.
00:23Gravatar, or Globally Recognized Avatar, is a service that was created by
00:28Automattic, the same company that created WordPress, and it allows you to upload
00:33a user profile to a service online that different Web sites can pull information from.
00:39For example, you see that since I'm using the info@samoca.org e-mail address
00:44right now as my contact information e-mail address for my profile,
00:49I get to Gravatar image from the Gravatar profile associated with the e-mail address.
00:55But what I want to do is create my own Gravatar profile, and associate that with
01:00my personal account under my site.
01:03So first I am going to change to e-mail address to my personal samoca e-mail
01:07address, which is just morten@ samoca.org, and click Update Profile.
01:14And now you see that my Gravatar image is gone. That's because I don't have a
01:18Gravatar profile image yet.
01:19So now I need to go to gravatar.com, and create that profile.
01:24If you are familiar with WordPress.com, you may have noticed that in
01:27WordPress.com, there is this big field here on the side of the profile page that
01:32links you directly to Gravatar. That's not available in WordPress self-hosting,
01:36so you have to do this manually.
01:38So I am going to go to gravatar.com,
01:43and from here, I can either check out other people's Gravatars, or I can create my own.
01:48Just as an example, we can take a look at my Gravatar, which is here under mor10,
01:55and here you see that, in addition to my image, which is used as my gravatar, you
02:00also have my username, my short bio, links to some of the Web sites I own, and
02:06also verified services from Twitter, Flickr, and LinkedIn.
02:11I haven't updated this in a while, but you could also add Facebook, and other
02:15services if you wanted to.
02:16Now I want to sign up, and create a new Gravatar profile.
02:19So I am going to click Sign Up, or I can click Sign Up up here, and then I enter
02:24the e-mail address I want to use: morten@samoca.org, and click Signup.
02:31Now Gravatar will send a confirmation e-mail to that e-mail address to make sure
02:35that I actually own the e-mail address.
02:37So I will go to my Web mail, and check, and here I have an e-mail from
02:42gravatar.com, so now I can follow the activation link, and I activate my username.
02:48Now, here I have to create a username, so I will say mor10samoca as my username
02:55and I will check to see if it's available, and it is.
02:58And then I have to create Password, and repeat it, and when I've filled all this
03:04information out, I click Signup.
03:07Now I have a Gravatar profile, and now I can start adding content to it.
03:12Right away, Gravatar will tell me I don't have any images yet, and link me
03:16to adding a new image.
03:18If I somehow bypass this page, I can do the same thing by going to the My
03:21Account dropdown, and clicking Add an Image here.
03:24So I am going to go add a new image.
03:27You can add images either from your computer, from the Internet, from a Webcam
03:31attached to your computer, or from a previously uploaded image.
03:35So what I am going to do now is I am going to grab an image that already exists
03:38on the Internet; namely, my own image. So I will go here to gravatar.com/mor10,
03:43and I will grab that same image. So I'll right-click on it, and I will click Open image in new tab,
03:53so that I get the URL directly to that image, and I will just copy this whole URL.
03:58Go back to my page, select dd an image on the Internet, and paste in that
04:03URL, and click Next.
04:06And Gravatar will now go and find that image, and then use it.
04:10So here you see the full image, and then previews of the different large
04:14and small versions.
04:15If I like what I see, I can quickly click Crop and Finish!
04:19Or, I can use this cropper to change the crop of the image to whatever I want.
04:25I am just going to just click Crop and Finish!
04:30And then I get a Gravatar that I can use.
04:32Before I can use it, I have to give my Gravatar a rating, because some people
04:36choose to upload Gravatars that might be offensive in some way,
04:40but this is just a picture of me, so I am going to click rated G, and now I have a Gravatar.
04:45There is one last step.
04:46Now I have to select the image below to associate it with my e-mail address.
04:50So I am going to click on it to select it, and Confirm, and now if I go to the
04:56front page of my Gravatar profile, you should see that the image appear.
05:00If I want to add additional information to my account, I can also do that.
05:03I will go into My Account, and here, I can Manage my Gravatars, I can Edit my
05:08Profile, I can View my Profile, or I can Add an Email Address, if I want to
05:13associate several e-mail addresses with one account, or I can add another image.
05:18In this case, I actually want to another image, because I notice now that this
05:21image looks pretty terrible.
05:22So I am going to go here, and actually download my image. So I will save the
05:27image on my computer.
05:28I will just call it mor10, and then I can go and say Add an image from my
05:37computer, choose a file, click Downloads, pick the image, click Next to upload it,
05:46and then I can do the cropping again if I want to.
05:48Crop and Finish! Set the rating,
05:54and now I have both those images available.
05:56This is the old one, and this is new one, and I can choose whether I want to use
06:01one, or the other, and I can delete the ones I don't want to use, if I don't want
06:04to keep them in the system.
06:05If I go back to the front page, you will see that I now have a much better
06:10quality image, and now I am going to go and edit my profile a bit.
06:14So I will go into my profile, and I will put in all my information, and if I want
06:19to, I can even add small bio. I am not going to do that right now. And then I can
06:24Save my profile, and then I can add other elements.
06:28For example, I can verify services that are associated with my accounts.
06:32This is done so that you can prove to people that you are who you say you are.
06:36Here you have a bunch of different services: from Facebook, Flickr, to Twitter, to all
06:40sorts of other things, and you can add each of these services, and then link
06:45your profile to them by logging into those services. And that way, when people
06:49go to your public profile, they'll see that those services are associated with
06:53your public profile,
06:55and therefore, they will more sure that when you say you are person, you
06:58actually are that person.
07:00Once you've finished creating your Gravatar profile, you should see that Gravatar
07:04appear up here in the Tab for your profile.
07:07However, it sometimes takes a little while for your Gravatar to kick in.
07:11You can see, here is my Gravatar, and it appears associated with my new e-mail address.
07:19By setting up a gravatar.com profile, and linking it to the e-mail address you
07:23associate with your WordPress user account, WordPress will source your Gravatar
07:28photo when you comment on your own or other sites using that e-mail address.
07:32That way, if you leave a comment on a WordPress blog, either on WordPress.com, or
07:37on a WordPress site that someone else owns, your Gravatar image and name will
07:41show up next to that comment.
07:43As a bonus, you get a nice profile page on gravatar.com, with all the information
07:48you want people to be able to see.
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Configuring site settings
00:00The control center of your WordPress site is found under the Settings tab on the
00:05sidebar menu inside the Dashboard.
00:07From here, you can control everything about your site, from the name and
00:11tagline of the site, to where it's located, to how you can write content, who
00:15can read that content, and how they can interact with the content through comments and such.
00:21Let's take a look at some of the more important settings, so you get your site set up right.
00:25First, I'll go to the General tab and from here, you control things like the
00:30Site Title, and Tagline.
00:32If you go to the front page, you'll see, at the top of the site, we have the
00:36site title, and tagline.
00:38And whereas you set the site title when you created the site, you didn't define
00:42a tagline, and for that reason, you get the default tagline, which is Just
00:47another WordPress site.
00:48Not very descriptive, so you should really change this to something that
00:51describes your site.
00:53Below the Site Title, and Tagline, you have the address of the physical
00:57installation of WordPress, as well as the site address, which we changed earlier
01:01in the course, and then you have the main e-mail address for the site.
01:05So this is not the e-mail address associated with your account.
01:09This is the e-mail address that's associated with the entire site as a whole.
01:13By default, it's the e-mail address you put in when you created the site, and
01:17it should be kind of a catchall e-mail for everything that you're doing on the site.
01:21Then you can choose who can register to the site.
01:24In some cases, you may want to set it up so that anyone can register on your
01:28site as a subscriber, and then they can comment and log in.
01:31But in most cases, you want to leave this unchecked, so that you can control who
01:35can register to your site.
01:37Regardless of whether or not you allow people to register automatically, you
01:41have to set a default role for new users.
01:44The roles decide what people can and cannot do to your site while they're
01:48logged in, and the default role is always Subscriber, and you should never really change this.
01:52There's no reason to change it, so just leave it at Subscriber.
01:56Below the default role, you have Timezone.
01:59This Timezone tab lets you define what the time is where you are currently
02:03located, and it's a good idea to set this to your current location.
02:07If you don't know the UTC time for your current location, try typing in the name
02:11of a large city close by you, and see if it pops up.
02:14For instance, I'm in Ventura, California, so I'm going to type in Los
02:17Angeles, and there it is.
02:20And then I automatically set the time zone of my site to Los Angeles time.
02:25Below that, I can set the Date Format, I'll just leave that as it is, and also
02:29the Time Format, and what day the week starts on.
02:31When I've set all of this information, I click Save Changes, and then I can
02:36move on to the next tab.
02:38The next tab is Writing.
02:40Writing has to do with how you write content onto the site, or rather, what the
02:44default settings are when you write content.
02:47From the top, you can decide the size of the post box.
02:51To see the post box, you have to go to Posts, and click Add a New Post, and the
02:56post box is this box where you put all your content.
03:00By default, the size is 20 lines, so right now, there are 20 lines from top to bottom.
03:05But if you want to, for instance, if you always work on the screen that's much
03:08larger, you can punch in a different number here, and it'll always default to a larger size.
03:13The next one is Formatting, and here you have two options.
03:16You can convert regular emoticons to graphics.
03:19I always turn this off, because I find it annoying. And you can also let WordPress
03:23automatically correct badly written XHTML.
03:26I always turn this on.
03:28So you should really invert these two settings.
03:31Below Formatting, you can set the Default Post Category, the Default Post
03:35Format, and also the Default Link Category.
03:38I like to keep these the way they are, because then I know that I'm going to
03:41change it if necessary.
03:42But you can choose to change, for instance, the Default Post Category if you want to.
03:47Next on this list is the Press This bookmarklet, and this is kind of a neat thing.
03:52If you have a browser that supports bookmarklets -- for instance, Chrome does -- you
03:57can open the Bookmarks bar in your browser, and then drag and drop this
04:01bookmarklet up to the Bookmarks bar.
04:04Now, if I visit a new Web site -- let's say I go to lynda.com/mor10, which is my
04:10profile on Lynda.com -- I can simply click this Press This button on my Bookmarks
04:15bar, and a window automatically opens, grabbing some of the content from the site
04:20I'm on, and letting me write new content.
04:23Right from this window, I can now write a post, with a link directly to the page
04:27I'm currently on, categorize it, give it some tags, set the post format, and
04:32either save it as a draft for later, or publish it, without ever actually
04:36visiting my Web site.
04:38So it's a cool tool if you want to use it, but I'm going to hide it for now.
04:45Scrolling down, you see we have three more options.
04:48We have Post via e-mail, which allows you to send e-mails directly to
04:52your Web site, and then those e-mails will be turned into posts that are
04:56posted immediately.
04:57And you also have Remote Publishing, which allows you to attach other software to
05:02your WordPress site.
05:04These functions are advanced, and they really depend on what tools you're using.
05:07So if you want to play with them, you can, and there is more information out
05:10there available if you want to.
05:12On the bottom, you have Update Services.
05:15Currently, Update Services are turned off, because we have set the privacy
05:18settings to not index.
05:20If we change the privacy settings, a new panel will appear where you can
05:24insert Update Services.
05:26For now, I'm just going to save my changes, and move on.
05:30The next tab is the Reading tab, and this has to do with how people see the site.
05:35There are only few options here, and they're pretty self-explanatory.
05:38From the top, we can decide what we want to display on the front page.
05:42By default, we're displaying a list of our latest posts in reverse
05:45chronological order.
05:47But later in the course, I'll show you how you can switch it, so that you can
05:50show a static front page, and then use a different page as the blog page.
05:55Under Reading settings, you can also decide how many posts you want to show on
05:58the front page, and index pages, and likewise, how many posts you want to show in
06:02your syndication feeds, so your RSS feeds, and so on.
06:06And you can also decide whether you want to show the entire post, or just a
06:10summary in those feeds.
06:12The final option is the Encoding for pages and feeds.
06:15The default for Web encoding is always UTF-8, but in some cases, if you use
06:20foreign languages, you may want to change this to a different language code, but
06:23I'm going to leave it as it is.
06:25There are two more tabs I want to cover in this movie.
06:28The first one is the Discussions tab, and here you have a lot of options.
06:33And the default options that are set for Discussions are actually quite good,
06:37but I'll show you some key ones, and explain a bit about how they work.
06:40Discussion settings has to do with commenting on your site.
06:44When people visit your site, they can leave comments.
06:46The default settings are set so that, to comment on your site, people have to
06:51fill out a name, and an e-mail address, and the first time they comment on the
06:55site, they have to get approved by you before they can comment again.
07:00That means every new comment that comes in is automatically stored for
07:03moderation by you, and you have to approve it.
07:06You can change these settings if you want to, and you can make your site more
07:09open, so anyone can comment at any time,
07:11but when you do that, you run the risk of getting a lot of spam comments
07:15onto your site as well.
07:16There is a way of getting around that by using the Comment Moderation tools.
07:21You have both Comment Moderation, where you can put in words, phrases, names,
07:26URLs, e-mails, or IP addresses, that automatically send comments directly to
07:32moderation, and you can also add the same to a Blacklist, which means if a
07:37comment comes from any of these items, they'll automatically get deleted.
07:41At the bottom, you can set information about your Avatars.
07:45By default, WordPress will show avatars for all commenters, and if no avatar is
07:51attached to the commenter's e-mail, they'll show either the mystery man, or
07:55another default avatar that you can choose from this list.
07:59Here you can also define if you want to allow PG-rated, R-rated, or X-rated
08:04avatars to show up on your blog.
08:06I recommend leaving it at G, unless you want other stuff to appear.
08:10Again, if I made any changes, I click Save Changes. And finally, let's take a look
08:15at the Privacy option.
08:17The Privacy option only has two options.
08:19You can either allow search engines index your site, or you can ask search
08:23engines not to index your site.
08:25Remember how I said under Writing that something changed if we changed Privacy settings?
08:30Well, if I change it to Allow search engines to index this site, click Save
08:35Changes, and go back to Writing, you'll see at the bottom here we now have, under
08:41Update Services, a box where we can put in the update services we want to
08:45automatically update when we post new content.
08:48You can fill this out with more options simply by clicking on this link here,
08:54and grabbing the full list directly from this Web site, copy it, go back, and just paste it in.
09:02By doing this, you are now automatically notifying all the Web sites that catch
09:07information about new content being published on the Internet that you published
09:11new content on the Internet.
09:12That way, your content will be pushed out on the Internet faster, and more
09:16people will see it.
09:17The Settings tab in the sidebar controls how and what is displayed on your site,
09:21how WordPress handles the content, and who and how other visitors can access and
09:26interact with your content.
09:28Now you know how to change the site name, blog commenters, make your site
09:32visible to search engines, and control what appears on your front page.
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5. Creating Posts
Understanding the difference between posts and pages
00:00Working in WordPress, you have two main types of content: posts, and pages.
00:06Posts and pages are used for very different things, so it's important that you
00:09understand both the similarities and the differences between them.
00:12What defines posts more than anything is how they are indexed.
00:16Posts are indexed based on four factors:
00:19publishing date, author, category, and tag.
00:23Each post must have a publishing date, and an author attached, that you can then
00:28sort based on, and each post must also be placed in one category.
00:32The tags are optional, and can further help you relate the content to other
00:36pieces of content on your site.
00:39Categories are like overall defining descriptions of your content.
00:43Think of them as buckets you put things in.
00:45In an art gallery, a category could be something like painting, or photography,
00:49whereas tags are more relational content that relates a specific item to other
00:54items that may have similarities to them.
00:57It's easier to understand if you see an example, so I will show you an
01:00example in a little bit.
01:02Posts and pages also differ a bit in how they are presented on your Web site.
01:06Posts are generally presented in reverse chronological order. That's what you
01:10see on the front page of a regular blog; the most recent post appears at the
01:15top, and then as you scroll down the page, you get older and older content.
01:19Posts are also displayed based on categories, and tags, and authors, so at any time,
01:25you can go and say, I only want to see posts by a certain author, or under a
01:29certain category, or posts with a certain tag attached to them.
01:34Posts also have break points.
01:36You will often find that if you go to a Web site, you will see on the index page,
01:40you have maybe an image, and a short version of a story, and then there is a
01:43link, and when you click on the link, you get to the full story.
01:46Those are the break points that you see inside posts.
01:49And finally, posts tend to have featured images.
01:52Those are the images that appear on indexes and on front pages that relate to
01:57the posts, and are displayed outside of the main content.
02:01To get a better understanding of the posts, let's take a look at our Web site
02:05that has posts in it.
02:06This is the Web site called Frugalbits that we built for a company in Vancouver,
02:10and it's based largely on posts.
02:12This is the front page, and here we have a standard post on the top.
02:18It's under a category, which you see here is called The Daily Deal.
02:22It has dates, and it has an author, though you can't see it on the front page.
02:27If we scroll down, you see it has this button that says, Continue Reading,
02:30because the break line for this post is right here.
02:34So there's more content in the post, but you have to click the button to see the full post.
02:39In addition, you see that this post is under a category named Food & Drink, so if
02:44we click on that, we go directly to the index for all the stories that are under
02:48Food & Drink, and if we scroll down you see that the post has a long list of
02:56tags. And if I were to click on any of these tags, I would then see a list of
03:00all the other posts that have those same tags attached.
03:04Finally, the post has a featured image.
03:07You see here, this post has this big image, and if I go and jump to the Food &
03:12Drink category, I see that same image, but in a smaller version here on the side,
03:17next to the short version of the story.
03:20You can also see these featured images in other elements on the site.
03:23For example, this site has an eight story slider at the top that shows the
03:28featured image, along with a category, and the title for the most recent eight stories.
03:34That was posts. What about pages?
03:37Whereas posts are organized as taxonomies, pages are organized as static, singular elements.
03:43They live on their own, and are not really related to any other item.
03:47When I say they are not really related, that's a bit of an overstatement, because
03:50in some cases, you will create pages that are children of other pages.
03:55Let's say, for instance, you have an about page; you may have a sub-page under
03:59the about page that shows a map of where you can find the location, or a sub-page
04:05that shows information about the different people who work for an organization.
04:09But generally, pages live on their own as static elements.
04:13The presentation of pages reflects this very well.
04:16Pages are presented as singular individual elements,
04:19so you don't have the categories, you don't have the tags, and you generally
04:23don't have any type of navigation associated specifically with the page content.
04:28One thing pages have that posts don't have in WordPress are custom templates.
04:33This means you can create multiple different views, so depending on the content
04:37of the page, you can display it in different ways.
04:40And finally, pages have dedicated URLs, so that it's easy to find them.
04:45For example, if you create an about page, usually the URL will end up being:
04:49your site.com/about.
04:53If we jump back to the Frugalbits site, we can take a look at pages, and how
04:57they differ from posts.
04:58From the top, I am going to jump to this What is Frugalbits page, and you will
05:04see that, first of all, it has this URL I was talking about. It just says,
05:07frugalbits.com/what-is-frugalbits.
05:08And you see that, although it seems to display fairly similar to the posts, there
05:15are some elements missing.
05:16We don't have a category, we don't have a date, and when we scroll down, you will
05:21see we don't have any tags.
05:23We also have multiple different page templates within this Web site.
05:27This is the standard page template, which looks much like a post, but if we
05:32scroll down here, and look at the editorial policy, you will see that the layout
05:36of the page changes completely.
05:38Because this is legal information, we chose to take away all the sidebars, and
05:42the distracting information, and just show the main content.
05:46So that leaves the question, when do you use a post, and when do you use a page?
05:51Posts are generally used for time-based material, so if you think of yourself
05:55like a newspaper, a post would be anything that is news.
05:59Anything you put up in the Web site that is current right now, and that you want
06:02to publish right away is a post.
06:04Basically pretty much anything you are going to put on your Web site will be a post.
06:08Posts are also relational.
06:10That means if you ever put up something that relates in some way to something
06:14else you have in the Web site already, and you want to organize it so that if
06:18someone goes and sees one story, they will automatically have a way of jumping to
06:22the next one, then you want to create a post.
06:24Posts are often part of groups.
06:27That means, for example, if you make a series of tutorials, you would put them all
06:31under one category, so that they would all relate to each other, and your readers
06:35would be able to find the other parts of the tutorial when they read one part.
06:39And posts are generally things that need to be organized.
06:43So anytime you want to publish some content, and you think, does this need to
06:46organize in some way?
06:48If the answer is yes, in any shape or fashion, it will be a post.
06:52Finally, posts contain what I like to call ephemeral material.
06:56So if you're publishing something that may be current right now, but becomes
07:00irrelevant in about a week, then would definitely be a post.
07:03Anything you put up that you think that people might be interested in right away,
07:07but then it might become less interesting over time, should be a post. And the
07:11cool thing about that is that maybe what you publish now, and you think is
07:15interesting now, and then it becomes less interesting later, will become
07:18interesting again down the road.
07:20Because it's a post, and you can republish it later, or put it up on your front
07:24page later, and then people still be able to read it.
07:27Pages, on the other hand, are for static content.
07:31Basically, static content is stuff that doesn't really change.
07:34Things like about information, contact information, site maps, and so on.
07:39Pages are usually non-relational, meaning they don't really relate to
07:42anything else, so you don't have categories, and tags, or other ways of sorting based on it.
07:47Of course, in some cases, you can create these page trees, where pages have
07:51parent-child relationships,
07:53but that's the only type of relationship one page will ever have with another page.
07:57Pages are also what's considered permanent fixtures.
08:00If you are wondering if something should be a page, think of it this way:
08:03should this item have its own button on the main menu?
08:07If the answer is yes, then it's almost always a page.
08:10If the answer is no, or the answer is yes, but when I click that button, I should
08:15also see all the other stuff that is related to that, then it's a post.
08:19Pages are also usually macro level.
08:21By that I mean they're information about the overall site, or about the people
08:25behind the site, or about what's going on on this site, rather than the actual content itself.
08:31And finally, pages are usually site information.
08:34Like I said, information about the site itself.
08:37Using pages and posts the right way in WordPress will help you create a site
08:41that is easy to navigate, and content that is easily accessible to your visitors.
08:45The rule of thumb is to use pages for information that doesn't change, and that
08:49is static, and posts for information that keeps updating, and is transient.
Collapse this transcript
Creating a new post
00:00When you want to publish new content on your WordPress site, more often than
00:03not, you'll be creating a new post.
00:06Posts are at the core of what WordPress is built to do, and they have been
00:10around since beginning.
00:11WordPress was originally built as a blogging platform, and even today, when
00:16WordPress is a full-fledged content management system, the posts still are the
00:20most important items in the site.
00:23To create a new post, after you've logged into your site, you can either go to
00:26the WordPress toolbar, select New, and Post, or if you're in the Dashboard, you
00:32can go to the sidebar here, and select Posts, and Add New.
00:37Both will take you to the Add New Post panel.
00:40From here, you'll enter a title, and create all the content, attach categories,
00:45pick a post format, and attach tags if you want to, and do all the other things
00:49you need to do to your post.
00:51When you create a new post, you should always start by giving it a title, before
00:55you do anything else.
00:56So I'm going to go grab a title from a Word document here, and paste it in. I'm going
01:01to have to clean it up a bit, and then as soon as I click inside my edit field,
01:06where I'll be writing my content, WordPress will save a draft of this post, and
01:11give it a permalink, so that it can be visited later.
01:14Now that I have a draft of the post, I can start writing content.
01:18This editor window works much like a regular word processing window does.
01:22I can simply type out content if I want to, I can highlight it, I can change the
01:28style of it if I want to, and I can edit it in any way I want.
01:32In this case, I'm going to paste in some content from the Word document again.
01:36So I'm going to go back to my Word document, copy the contents, and then I'm
01:42going to paste it in here.
01:43Now you're probably thinking, I can just hit Control+V, or go right-click and Paste,
01:49but that's not a good idea, because when you copy from something like a Word
01:52document, that text probably has a bunch of styling attached to it that you
01:57don't want to put into your Web site.
01:58Instead, you're going to use a special function built into WordPress to do this.
02:02So I'm going to click on this button at the end of my toolbar here that looks
02:06like a bunch of small buttons.
02:08It's called the kitchen sink, and when you click on it, you open a second row of buttons.
02:13To be honest with you, I don't know why that button is there. It should always be
02:16opened this way, and I never close it.
02:18So just click on the kitchen sink button to get all your options.
02:21From here, we have these two buttons: Paste as Plain Text, or Paste from Word.
02:27I don't really like using the Paste from Word button, because sometimes it does odd things.
02:32So I'm going to paste this as plain text.
02:34So I will click on that button, it opens a new window, and here I can simply
02:39paste in the content that I copied out of Word, do some basic cleanup, and click
02:45Insert, and I now get that content inserted as clean as possible.
02:49I'll still have to do tiny little bit of clean up here, and then I'm good to go.
02:54Once I have a title, and some content, I can save this post as a draft by
02:59clicking Save Draft, and then I can preview the content to see what it'll look like on my site.
03:05So I'll click Preview, it will open a new window, and when I scroll down, I see my content.
03:13If I'm happy with what I'm seeing, I can now click the Publish button, or if I
03:18don't like it, and I want to get rid of the post, I can click Move to Trash.
03:22Now, just like with any other page inside the WordPress admin bar, when you're
03:26working inside the Post view, you can make changes to the layout of the page
03:30itself, if you want to change how you operate inside here.
03:33For example, if I don't normally change my post formats, I may either want to
03:38collapse this tab, or I may want to hide it all together by going to Screen
03:42Options, finding Post Formats, and turning them off.
03:48I can also grab any of these elements, and change the order, or I can even grab
03:55them, and move them to a different location.
04:01And if I need more space for my editor, I can grab the corner down here, and
04:06make it bigger, or smaller.
04:08Now there is an important little side note here:
04:10if you want to change the size of the editor, you can do it while it's in
04:14Visual, but if you go to HTML, it doesn't look like you can do it, because
04:19there's no button to hover over.
04:21Even so, if you grab these two little bars down here in the corner, you can
04:25still resize the window.
04:27It's just really hard to see that you can, and you also notice that you can't
04:30make it smaller than 20 lines.
04:33Knowing how to quickly start a new post for your site is going to save you a
04:36lot of time and effort.
04:38One of the key components to running a successful Web site these days is to
04:42keep it fresh and current, and WordPress makes every effort to make that happen for you.
04:46Add to that, you can even customize your post interface to make it easier for you to use.
04:51It all adds up to you being able to produce and publish great Web
04:54content faster.
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Advanced text formatting in a new post
00:00To make your text content as legible and approachable as possible, it's
00:04important to lay it out properly.
00:06That means applying proper text formatting to your content.
00:10To make this as easy as possible, WordPress comes with a ton of tools built in,
00:14precisely for this purpose.
00:16In fact, working with text in WordPress is not all that different from working
00:20with text in a regular word processing application.
00:23That said, all text formatting should be done within WordPress.
00:28Here I have a post that I've already created.
00:30If you don't have a post that you can work on, simply go to New, and Post, or you
00:36can go to Posts, and click Add New, and just create a post.
00:40After creating some basic text content, we can start formatting it, and we have
00:44lots of tools at our disposal.
00:46If you open WordPress for the first time, you might only see this first line of tools here.
00:50If so, go the end of the line on the right, and click on the Show/Hide Kitchen
00:56Sink button to open the second row of buttons.
00:58That way, you get all the functionality that's built into WordPress, and you can
01:02use all of it to format your text.
01:05The edit area inside WordPress has all the standard formatting tools you might expect;
01:10things like Bold, Italicize, and Underline, and it even has a very popular
01:20blogger tool called Strikethrough, which draws a line through the text.
01:26You can also do things like create Bullet, or Unordered lists, and Numbered, or Ordered lists.
01:32This works exactly the same as it would in a word processing application.
01:36You create a new line, you start typing something, and then you click the Bullet
01:43to create a bullet list.
01:44When you hit Enter, you create a new list item, and if you want to get out of
01:50it, you create a new line, and then you click on the button again, and you're
01:54back to a regular paragraph.
01:56The same goes for the Ordered list.
01:57If you click the Ordered list button, you get a numbered list.
02:07And again, when you want to get out of it, you simply create a new line,
02:11and uncheck the button.
02:12In Web publishing, you have a special kind of formatting for when you quote people.
02:17It's called a block quote, and the way it works is, you find a quote in your
02:21text -- so here's a quote --
02:24you put it on its own paragraph, so I'll split it apart, I'll place my cursor
02:29anywhere inside it, and click the Blockquote button.
02:32This indents my text, and will make it display slightly differently in my post.
02:38Moving on to the other tools, here you have the regular Alignment tools.
02:41I recommend you never ever use these simply, because not all themes support
02:46alignment, and in many cases, using the Alignment tools will really mess things up.
02:51So stay away from the Alignment tools as much as possible.
02:55You also have the Link tools, that we'll cover in a later movie, and you have the
03:00Insert More Tag, which is the break point.
03:03To insert a break point, you simply place your cursor wherever you want the
03:06story to break, and click the Insert More Tag button.
03:11A break point is added here.
03:13Now, this break point will appear on places like the front page, meaning that if
03:17you display the story in an Index, you'll see the beginning of the text here, and
03:22then there will be a link at the bottom saying something like, Click here to
03:25read the full story, or Click here for more,
03:28and when people click on it, they get to the full story.
03:31Next to the more tag, you have a spellchecker, where you can toggle the
03:34spellchecker on and off.
03:35And you see, right now it's flagging all these names.
03:38You can also pick what language you want it to spellcheck for.
03:41There are a lot of different languages to choose from, and it will help you make
03:46sure that your language is correct.
03:47Next to the Spellchecker is a really cool option that few people use. It's
03:52called the Toggle fullscreen mode, and if you click it, the fullscreen mode
03:56takes over your page.
03:58Now you have a completely distraction- free environment, where you can write your
04:02stories without seeing all these other things hovering around.
04:05You can do most of the same text formatting in the distraction-free writing area
04:10as you can in the regular text editor.
04:13To get to those functions, though, you have to move your mouse up to the top, and
04:16you see they will appear at the top here.
04:18When you're done writing your story in the distraction-free mode, you can click
04:22Exit fullscreen, and you'll jump back to the regular view.
04:26On the second line, you have more advanced tools, and this is one of the main
04:31reasons I think it's so weird that this second line is usually hidden under
04:35the kitchen sink button, because this box at the very beginning, the one that
04:39right now says Paragraph, it's maybe one of the most important tools inside
04:43this whole toolkit.
04:45I'll show you how to use it.
04:46When you write stories, you tend to have subheadings, so let's say there's a subheading here.
04:53You always want to make sure that that subheading is formatted properly.
04:58To do that, I use this dropdown to pick what this is.
05:02In this case, it's a subheading, and I'm going to set it as Heading 2.
05:06Now I chose Heading 2 because of how the Web is set up.
05:10Generally, when you find a page of content on the Web, what you want to see
05:14is that the main heading, the first line of text you see on the story, should
05:18be Heading 1, and then any subheading under there should be either Heading 2,
05:23Heading 3, Heading 4, Heading 5, or Heading 6, depending on how they relate to each other.
05:28What you want to do is create text where you can clearly see the hierarchy of
05:33the different headings, based on where they're placed, and how they're styled.
05:37So as you write your content, if you have a subheading, and it's a main
05:41subheading, then you'd assign it Heading 2.
05:42If it's a heading underneath a subheading, then you assign it Heading 3, and so on.
05:48By doing this, you're not only telling your readers what is more important in
05:52your story, but you're also telling the search engines how to index your content
05:56properly, and that's what really matters.
05:58So using this dropdown effectively, and assigning the correct headings at all
06:03times, will mean that your content will be easier for people to understand.
06:08Next to the Paragraph button we have the Underline button that we've already
06:11talked about, and you also have the justify, or Align Full button, which is just
06:16like the other alignment buttons.
06:18You should never use this button.
06:20And then you have a Color button that you should also never use.
06:23It basically assigns colors to your font.
06:25But your theme should do that for you, and in many cases, it will just mess up your text.
06:30Next to the Color, you have the two Paste buttons.
06:33These allow you to paste in text either as plain text, or to paste content
06:37directly from Microsoft Word.
06:39I recommend you always use the Paste as Plain Text button.
06:43When you click on it, it opens a window, you paste in your content from whatever
06:47text editor you got it from here, and then you click Insert, and it gets
06:51inserted in without any kind of code attached to it.
06:54It's a great way of pasting content from the Web, or from documents, into your
06:58page, without that, in the process, breaking anything.
07:01Next to the page buttons, you have a Remove formatting button.
07:05The way it works is, you highlight some content that already has formatting
07:09attached to it, like this content, which has an underline to it, and you
07:13click Remove formatting.
07:15Now, of course, you can do the same by simply toggling or untoggling this button.
07:19But in some cases, this works just as well.
07:23On the kitchen sink, you also have a little-used, but very useful tool, which
07:27allows you to install symbols.
07:28So let's say I want a Pi symbol. I can click on this, and I get a full symbol map
07:34where I can find the Pi symbol,
07:35if I look very carefully; it's over here, and I can insert it in.
07:40So that's great if you're doing mathematical formulas, or if you want to say
07:44something like Easy as Pi.
07:48Next to that, you have the Indent function.
07:51These are great if you want to have lists with multiple different levels.
07:56So let's say I have a sub-item here. I can use the Indent function to indent the
08:03sub-item, so that it's indented from the main item.
08:05If I don't want it to be indented, I can then click again; it will jump back
08:09to the main position.
08:10And I also have Undo and Redo buttons.
08:13As you can see, the text editing functionality inside WordPress is quite
08:19advanced, and if you use it wisely, you can make very nicely laid out content,
08:23that's easy to understand, and has the right headings, and the right highlightings,
08:28in the right places.
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Creating and managing links
00:00Links are the fundamental building blocks of the World Wide Web.
00:04In fact, without links there wouldn't be a World Wide Web to begin with.
00:09Links can be attached to many different elements on a Web page; most
00:12prominently text and images.
00:15Creating links is simply a matter of attaching an anchor tag with the URL to the
00:19target location to an element on your page.
00:22Sounds complicated, right?
00:24But it's actually really simple.
00:26What I need to do is find some content on my page that I want to point somewhere else.
00:32So first, I'm going to go through my text here, and see if there's anything I
00:35want to link somewhere else, and there is.
00:37I have these two pieces of text here that says, The New Yorker, and The Atlantic.
00:43So what I want to do is change these texts into links,
00:46so that when people click on the names of these magazines, they jump to the
00:50magazines themselves on the Internet.
00:52First, I need to grab the URLs for those magazines from their Web sites.
00:57So I'm going to go find the Web sites.
00:59Here is The New Yorker, and The Atlantic.
01:03Then I'll go here and copy the URL, highlight The New Yorker here in my text,
01:11and then click the Link button.
01:13You'll notice that the Link button remains unclickable until you
01:17highlight something.
01:18Ones it's highlighted, you have the ability to attach a link to it.
01:22So I'll click the Link button, and this opens the Insert/edit link dialog.
01:27From here, I can paste in my URL, remembering that I need http:// in the front,
01:34and then I have to give my link a title.
01:36Now, when I say I have to give it, I don't mean that if you don't add a
01:40title here it won't work.
01:41What I mean is you should always put a title on your links, so that when people
01:45hover over it, they see where they're going.
01:48So I'll say, Jump to The New Yorker, and then I have an option whether I want to
01:55open this link in a new window or tab, or not.
01:58My general rule of thumb is, if I'm pointing to something that's not on my
02:02Web site, or if I'm pointing to something that is merely a reference from the
02:07story, I always check this box.
02:10That way, people can jump to this other Web site, or to this other article, and
02:14then when they're done, they can close it down, and they're right back where they
02:17started on my article.
02:18If I'm linking to something internally, either in my story, or in my Web site,
02:23and I don't necessarily want people to come back to the original story, I'll
02:26leave it unchecked.
02:28Once I've added both my URL, and the Title, I'll click Add Link, and the link is added.
02:33I'm going to do the same again for The Atlantic.
02:36So I'll highlight The Atlantic, go to The Atlantic, and copy the URL.
02:42Make sure I'm still highlighted, click Insert/edit link, paste it in, give it
02:48a Title, make sure that the Open link in a new window/tab is checked, and click Add Link.
02:56Now, what if I want to edit one of these links?
02:59Let's say I realize that one of them is incorrect.
03:02Well, then I can click on it, and either take it away by clicking the Unlink
03:06button, or I can click on the Insert/ edit link button again, and then I can
03:12make edits to that link.
03:14This exact same process can be done in the HTML view.
03:17So if we go to the HTML view, you'll see that the content looks quite different,
03:22and these links we created can be found here.
03:25So here, we have The New Yorker link, and here we have The Atlantic link.
03:30As you can see, the link actually consists of an anchor tag, followed by the
03:35title I inserted, followed by an href, which is the reference to the actual URL,
03:40and then a target, which is what window you'll open this link in.
03:45I can create more links here by selecting any word, and then clicking that Link
03:49button, and it automatically opens that same window, where you can create another
03:54URL, another Title, and give that same option.
03:57Now, there's one more function here I can use if I want to.
04:01Let's say I want to link to something that's already on my Web site; a page or a
04:05post I already created.
04:07In that case, I'll highlight some text, click the Link button, and instead of
04:12putting in a URL, and a Title, I'll click on this link to existing content
04:16option, and this opens a field where I can see my most recently posted posts and
04:21pages, and I can also search, if I have many to choose from.
04:26From here, I can simply select, for instance, this Test post, and it
04:30automatically sets both my URL, and my Title, and when I click Add Link, we get that same link.
04:38But what's really cool about this function is, if I choose to change the
04:42permalink structure of my Web site -- that means I change the way the URLs are
04:47displayed for this Web site --
04:49the link I just created will still work.
04:51What will happen is, as I change the permalink, WordPress will know that I
04:56changed the permalink, and it will actually go in here ,and change this link to
05:01match the new permalink structure for me, without me having to worry about it.
05:05That means if you're linking to something internally on your Web site, and you
05:09don't want it to break, use the link to existing content function, and WordPress
05:14will automatically keep track of your links, and make sure that they never break.
05:19Mastering the not very challenging signs of effective link use will
05:23greatly enhance the quality of your site, and make it easier to navigate for your visitors.
05:28Now that you see how easy it is to make links, start making links to provide
05:33your readers with further reading, and relevant information.
05:36And remember, if you ever quote someone from the Internet, or you refer to
05:40something, always make a link pointing to the original source.
05:44That way, you're giving away what they refer to as link love, and at the same
05:49time, you ensure that the people who read your content can go and check your
05:52source material, and find the originator.
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Adding images
00:00They say that an image says more than a thousand words.
00:03That may be true, but on the web an image also make things easier to digest and
00:09they can bring both life and context to the text on your pages.
00:13WordPress offers several different ways of storing, sourcing, and including
00:17images into your post, and also gives you great flexibility when it comes to
00:21deciding how those images will be displayed within the context of that post.
00:26I have created a new post here.
00:28If you don't already have a post, you can create a new one by either going to
00:32New and select Post or by going to Post and selecting Add New.
00:37Now, I want to add an image into my post.
00:40I do that through the new Add Media Button that's added to WordPress 3.5, and
00:46this button works a bit differently from previous versions of WordPress.
00:50The first thing I want to do when I want to add an image is place my cursor
00:54where the image should appear.
00:56So, I'll place my cursor right here at the top because I want it to appear at
00:58the very top of my post.
01:01Then to add the image, I'm going to click the Add Media Button.
01:05Now, if you've worked with WordPress in the past, you'll see that this Add Media
01:09panel is completely different from previous versions.
01:12That's because we have a whole new Media Manager in WordPress 3.5. But it still
01:17works much the same way.
01:19You can either drag and drop files into this large panel here--like you see it
01:23says, Drop files anywhere to upload-- or you can click this large button to
01:27select files from your computer.
01:29I'm going to drag and drop a file.
01:31I'll go to my browser on my computer, find the image I want to use--it's this
01:35one--and then simply grab it and drop it in.
01:41Now, the image gets uploaded into WordPress, it gets checked here in the Media
01:45selector, and here, on the right-hand side I can now set a title, a caption, and
01:51alternate text, and do other things.
01:53Before you insert an image into your post or pages, it is important that you
01:57fill out all this information here on the right-hand side.
02:00At the top we have the title. This is the title of image and it's also what
02:05WordPress is going to use to track the image.
02:07So, it's a very good idea to set the title to something that makes sense.
02:11As you can see, by default, WordPress will grab the title of the file and set it
02:16into the title, and that doesn't really make any sense.
02:18So, I'm going to change it to something that makes sense. So I'll set this to
02:22Blue brush strokes. And this title will appear when you hover your mouse over
02:27the image on the page.
02:29Below that, I have the caption.
02:31The caption is the text that will appear underneath the image. It's optional so
02:35you can choose whether you want to add a caption or not, and what's really cool
02:39is in WordPress 3.5, you can now add HTML into your caption,
02:44meaning you can do things like bold the text or italicized text, and you can
02:48also add links into your caption.
02:51That's great if you are sourcing your image from somewhere else and you want to
02:55link back to the original source, or if you want to give further information.
02:59All you have to do is simply punch in the HTML here.
03:02So, I'll create some bold text here so you can see what I'm talking about.
03:07As you can see, this strong element is what creates the bolded text.
03:12Before you save this, you also have to add an alternate text to the image.
03:18The alternate text is not technically required by WordPress, but it's required
03:23by what's called web standards.
03:25What that means is that if the image for some reason doesn't appear--it could
03:29be because the server doesn't serve it to the computer that's visiting the page or
03:33maybe because something else is wrong-- the alternate text will appear in its place.
03:37This is important because not everyone who visits your website will have the
03:42ability to see images.
03:43It could be because they technically don't have the ability to see the images
03:47with their device or their browser, or it could be because they are visually
03:50impaired, or the person visiting your website might not be a person at all; it
03:56might be a computer like Google, and Google can't see images--it only sees text.
04:00So alternate text should be a description of the image, and it will only appear
04:05if you can see the image.
04:06Now that we've set all the information for the image, we have to decide how we
04:11want to display the image in the page.
04:14Under here you see it says Attachment Display Setting.
04:17Here, you can set the alignment of the image.
04:19You can set whether or not the image is going to link somewhere, and you also
04:22get to decide what size you want to insert.
04:25We'll start with Alignment.
04:27You can choose between Left, Center, or Right, and you can also set the alignment to None.
04:32Left and Right break the text so that if you put it on the Left, the text
04:37would be on the right and if you put it on the Right, the text would be on the left.
04:39Center places the image in the Center and forces the text to go either Above the
04:45image or Underneath the image.
04:46The None Option places the image in context with the text, and this rarely works,
04:52so I always suggest that you use either Left, Center, or Right.
04:56In this case I'm going to set at the Center.
04:59Link To allows you to link somewhere. So you can either insert a custom URL, you
05:04can set it to the Attachment page, which is the individual page for the image,
05:09or you can set it to the media file, which is the original image you uploaded.
05:12I'm going to set this to Attachment Page.
05:15And then finally, I get to decide what Size I want to upload.
05:19You have this option because when you upload an image to WordPress what
05:22WordPress does is it creates numerous different versions of the image.
05:26As you can see here, the original image is 1200 x 900 and the full-size image
05:311200 x 900, but I also have a Large version that's 1024 x 768.
05:37I have a Medium version that's 300 x 225, and I have a Thumbnail that's 150 x 150.
05:43I can choose which one of these versions I want to display so that I don't have
05:47to display a huge image if I don't want to.
05:50I'm going to select the Medium version and because I select the Medium version,
05:53I'm going to change my Alignment here to the left.
05:57Now, to insert image into my post, I simply click Insert into Post.
06:03You can see my image appears here, on left-hand side. It has the caption and the
06:08caption has the bolded text.
06:10To preview what I've done, I'm now going to save the draft and click Preview,
06:18and when I scroll down, you'll see here we have the image. We have the caption.
06:23When I click on the image, I jump to the Attachment page for the image, which
06:29displays the full-size image, and the image is floating to the left with the text
06:35wrapping on the right.
06:37But what if I want to make changes to the image?
06:40I can go back into WordPress and then I can simply click on the image and I
06:44get these two options.
06:45I can either delete the image or I can go and edit the image.
06:49When I click Edit Image, I go into the old image editor and this allows me
06:55to change my caption.
06:57So I can either change it or if I don't want it, I can simply highlight it and remove it.
07:02I can also change the Alignment of the image, so I can set it to None,
07:05Left, Center, or Right.
07:07I can change the alternate text and I can also change where the image links to.
07:11You see, right now that it links to the Attachment page, but I can also click
07:15Link to Image if I want to to point direct to the image, or I can put in a URL of
07:20any kind that I want to link to.
07:22Let's say I want to remove the caption, so I'll take the caption out, and
07:26I'll update the page.
07:28As you can see, the caption disappeared, and now I can do something more interesting.
07:33Let's say I wanted to move the image.
07:35Well, if I want to move the image, say, down to the next paragraph, all I have to
07:39do is, click on it, grab it and drag it down to the next paragraph.
07:45And you see the image will retain all its settings; it just moved around.
07:49There's one unfortunate thing though: I can't really do this if I have a
07:52caption in place, and that's because of how WordPress handles captions.
07:56So, if you want to move your images around like I just did, you need to
08:00remove the caption first and then move the image, and then you can put the
08:02caption back in again.
08:04If you managed to move the image with the caption still there, chances are
08:07you'll break your page, and it's really unfortunate, so I recommend you not do that.
08:12There's one more thing I want to point out though, with the Media Manager.
08:16You notice that when I click the Add Media button, I also got this Media Library
08:20Option and when it uploaded an image, you also saw all these other images.
08:24Well, these are all the other images that I have already uploaded to my site.
08:29And because of this new Media Manager, I can add any of these images to my post if I want to.
08:34All I have to do is click the image. You see it checked. Here you see the old
08:39information for the image, and if I want to insert it, I simply click the Insert
08:43into Post button and that image will be inserted into my post.
08:48As you can see, adding images to your posts is a relatively simple procedure,
08:53and as with everything else in WordPress, it's extremely flexible and nothing is ever permanent.
08:58Just remember to always give your images an alternate description.
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Adding an image gallery
00:00So far, you've seen how you can add images into your posts or pages, simply by
00:05selecting where you want the image to appear and then clicking the Add Media
00:09button and adding that image to your post or page.
00:13You can do this to add images to several different places in one post, so you
00:17don't just have to have one image per post.
00:19You can place them around and move them around in any way you want.
00:23However, sometimes you may want to add an image gallery instead, so you can show
00:27small thumbnails of a series of images and then when the visitor clicks on them,
00:32they would see larger versions of those images.
00:34You can do that as well by using the same Add Media function; it just works
00:38a little differently.
00:40To show you what I'm talking about, I'll create a new post. So I'll click
00:44Add New and I'll call it Simple image gallery. And here I'm just going to
00:51add an image gallery.
00:53So, I'll click on the Add Media button again and then I'll upload a series of
00:57images instead of just one.
00:59So, this time I'm going to click on Select Files and I'll navigate to my
01:03desktop and my assets where I have my images, and I'll select these first five images here.
01:10I'll click Open and the images are now uploaded into WordPress.
01:15As you can see, as they're uploaded, they get checked, so I now have all these
01:20five images checked into my gallery.
01:23Before I add my gallery, I have to remember to always give each of the images a
01:27title and an alternate text, and if I want to, also a caption.
01:31So, I'm quickly going to name all these images.
01:33You see right now I have this one checked and it's up here, so I'll call this one Untitled #1.
01:42I'll give it a caption, and I'll set an alternate text.
01:48Then I'll move on to the next image. I'll call this one Untitled #2 and
01:57select the fifth one.
02:00Now, I know what you are going to say: "This looks really cumbersome," right?
02:03Because I have to go in and put in the title and caption and alternate text for
02:08each individual image.
02:09And yes, it is cumbersome.
02:10However, adding this information when you upload the image will save you so much
02:15time later, because all this information is stored in WordPress,
02:18so next time you want to use the image that information is already there.
02:22You can see it if you click on this old image that we uploaded earlier in the course.
02:26You see here we have the title, the caption, and the alternate text all ready to go.
02:30So, the first time you add the image, you always have to remember to add all
02:34this information right away and then you don't have to have add it later.
02:38Notice what happened when I clicked on the blue image. You see how the
02:41checkmark checked here?
02:43That means I've now added that image into my gallery.
02:46So, I'm kind of jumping ahead, but I'll show you what I'm talking about here.
02:49I'll uncheck this for now.
02:51So now, I have five images selected, each with a checkmark. And down here it
02:56says, "5 selected," and I can see them.
02:58And I have a new button that says, "Create a new gallery."
03:01If I click on Create a new gallery, I open directly to the Gallery Editor.
03:06From here, I see each of the images, along with my captions, and I see that
03:11they're all thumbnails, and if I want to, I can know reorganize these images by
03:17simply dragging and dropping them around.
03:19I can also remove an image from the gallery by clicking Remove, and I can change
03:25where each of the images are pointing.
03:27By default, the images point to the Attachment page and I'm going to leave it
03:31like that. But if you are using a plugin like a lightbox plugin that we'll
03:35cover later in the course, you may want to change the setting to Media File
03:39instead, so that the image, when clicked on, points to the original image and then
03:44that original image will pop up in a very nice way.
03:46But like I said, I'll leave it at Attachment page for now.
03:50You can also choose how many columns you want to be in your gallery.
03:54You can change it to 2 or 1 or 3 or whatever you want.
03:58I'm going to leave it at 3 and then click Insert Gallery.
04:03When the gallery is inserted in WordPress, all you get is this preview, so you
04:07can't really see the gallery.
04:09To see it you have to go and preview your actual post, so I'll save my draft
04:15and then click Preview to preview my post.
04:19Here, you'll see that simple image gallery.
04:22As you can see, each of my images appears as a thumbnail, and when I click on one
04:27of them, I'm taken to the Attachment page for that image.
04:31Here I see the full-size version of the image. And the Attachment page also has
04:35navigation so that I can jump to the next image in this post.
04:40So, I can go from image to image to image if I want to.
04:43I can also jump back to the original post so that I'm back where I started,
04:49and here is my gallery.
04:51Now that I see my gallery, I realize I'm missing an image from it.
04:54So, I'm going to go back to edit my post, click on the gallery, click Edit
05:00Gallery, and I'm taken back to the Edit Gallery view.
05:04From here, I can now either remove images or I can go to the Media Library
05:09and add more images.
05:10So I'm going to add this one. I'll give it a title, because I didn't when I
05:14uploaded it for some reason, and I'll click Add gallery.
05:20Now I can go back to edit my gallery and I see my new image appears here, and
05:24just like before, I can grab image and move it around if I want to, and I can
05:29also change my settings.
05:31If you worked with WordPress galleries before, this should surprise you; that's
05:35because in previous versions of WordPress the gallery function only worked with
05:40images that were associated with this particular page.
05:43And as you noticed, the image I just added, this one, was not associated with this
05:48post at all; it was an image that was uploaded previously, and I could select it
05:52directly from my Media Library.
05:54This is a new and very useful feature inside WordPress that comes with WordPress
05:593.5, and it allows you to create galleries based on all the images that were ever
06:04uploaded to your site without having to reupload them to the post or mess with
06:09the original code to make it work.
06:10This is a very powerful feature and it means you can create great image
06:15galleries very easily.
06:17Now that I've added my image, I'll simply go Update Gallery and when I preview
06:22the post again, you will see, now we have six images.
06:28Adding a simple image gallery to your posts or pages in WordPress has always
06:32been easy, and with the update to WordPress 3.5 and the new Media Manager, it
06:37has become easier than ever because now you don't have to use images that are
06:41associated just with this post.
06:43You can add any image from your library into your gallery and you can edit your
06:47gallery in a very easy way.
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Adding images, video, and audio from external sources
00:00In addition to uploading your images to WordPress itself, you can place images
00:05and other media content, like video, from other sites into your posts and pages.
00:10This is because images and other media elements are either replaced elements
00:15or embedded elements.
00:17They don't actually live on your page but are gathered in from a URL and placed
00:21on your page in place of code.
00:24To put that into plain English, when you look at this image gallery that we
00:27created earlier, what you see is six images, but what's actually here is six
00:33boxes with gray borders and then URLs pointing to the original images.
00:38The images could live anywhere on the web; they just happen to live on my site.
00:42I could just as easily display images that I found on a different site in this
00:46page and the visitor would not be able to tell the difference.
00:50That's what I mean by replaced elements.
00:52The browser sees the URL and replaces the URL with the original image.
00:57Let me show you how this works.
00:59Let's say you find an image somewhere that you want to add into your site.
01:04I go to Flickr and I find this image that I want to use.
01:07Now, in this case, this is my image, but you can use a lot of images on Flickr in
01:12your site, as long as you have the license in order.
01:14Now, the first thing you want to do if you want to use an image you find on the
01:17web is make sure you're allowed to use that image on your site.
01:21A good rule of thumb when using images that you find on the web is to assume
01:26you're not allowed to use any images you find on the web on your site.
01:29If you find an image you really want to use, you have to make sure that the
01:33license allows you to use that image.
01:35If you go to a source like Flickr, it's pretty easy to find out because all
01:39Flickr images have a license attached.
01:42When you're on the Flickr page for that image and you scroll down, you'll see
01:46here it says License, and in this case it says Some rights reserved.
01:49If you click on the link you will go to the Creative Commons License for this
01:54particular image and then it will explain exactly what you are allowed to do and
01:58what you are not allowed to do.
01:59In this case, it says, "You are free
02:01to share, copy, distribute, and transmit the work," but you're not allowed to earn
02:06money from it and you're not allowed to create new derivative works, and you
02:11have to give attribution to the original photographer.
02:14That means you can use the image, you can display it on your site, as long as you
02:20say I took the image and that you link back to the original image.
02:24There's also an additional little component in that when you use an image
02:28taken from Flickr you have to link back to this page, the original image page
02:33for that image, so that when people click on image on your site, it jumped to Flickr.
02:38So, let's say I want to use this image and I know I can.
02:42To add an image to a post, I simply have to create a new post, and I'll call this
02:47one My wooden monkey.
02:51And first I'm going to put in some text.
02:53I will set a category, and then I'm going to place my cursor where I want the
02:59image to appear, just like I would if I add an image from my computer.
03:03To add the image, I'm going to click Add Media, but then, instead of uploading
03:07an image or picking an image from my existing Media Library, I'm going to click
03:12this From URL Button.
03:13This gives me the ability to point directly to an image on the web.
03:17Now, I can go back to Flickr, I'll go to Actions and click View All Sizes.
03:23Then I'll find the size I want. I'll pick this 500-pixel image.
03:26I'll right-click on the image and copy the image URL that I'm pointing directly
03:31at this image, and then I'll paste URL in here.
03:35WordPress is smart enough to notice that this is an image so it changed
03:39my options down here.
03:40So now I have captions like I did before, and I'm making sure that I put in
03:45the proper attribution in my caption, because that's what's the Creative
03:49Commons License said.
03:51I'll also put in an alternate text, and I can also do things like align the
03:56image, just like I would with a regular image--Left, Center, Right, or None--and
04:00I can link the image wherever I want to.
04:02So, I'm going to set this image to center, and I want to link this image
04:06directly to the original page for the image.
04:10I'm going to click Custom URL, go back to the original page, copy out that URL, and paste it.
04:24Now that I have all the information in place, I'll click Insert into Post,
04:27the image appears with the caption, text underneath, click Publish, and when I
04:36now view my post, you'll see the image appears just like the other images, with the caption.
04:43You can click on it to jump to Flickr and the text appears underneath.
04:48The only major difference between this image and the images I uploaded myself
04:54is that if I go to Edit Post, click Add Media, and go to Media Library, you will
05:00see I don't have the wooden monkey image here. That's because I didn't upload it into WordPress,
05:04so WordPress can't display it in the Media Library. The image lives somewhere
05:08else, but otherwise, it behaves to exact the same way.
05:12But images aren't the only things you may want to put into your site
05:16from another place.
05:17A very common thing that pretty much everyone wants to add to their site are
05:21YouTube videos, and with WordPress, adding YouTube videos is even easier than
05:26adding images from, say, Flickr.
05:28Let me first create a new post from my video, and I will call this post Meet
05:36Jim video because that's the name of the video.
05:39I've already gone to YouTube to find the video I want to display. It's right here.
05:43(video playing)
05:49Now, I want to grab the URL to the video, and make sure the URL looks like this,
05:53because sometimes when you go to YouTube to get this crazy URL that has lots and
05:57lots and of stuff here.
05:59You want the clean URL, so you may want to click on some buttons to get to the
06:04actual original video when you do this.
06:07Once you have the clean URL, you simply copy it out, go into WordPress, and I'll
06:14go to Text here instead of the Visual view, and then I'll paste in the URL.
06:19The URL is pasted in. I'm going to set a category and click Publish.
06:23And you notice what I did here: Title, URL under text, Category,
06:32Publish--nothing else.
06:33If I click on Visual, you'll see all you see is the URL, but if I click on View Post, scroll
06:41down, here's the video.
06:43If I click on it, it plays. (video playing)
06:51and this behaves just like any other YouTube video on the web.
06:55What's happening here is WordPress has gotten so clever it can actually
06:59tell from the URL that this URL from YouTube--and that means there's a video
07:04on the YouTube page
07:05so I'm going to cut a whole in this page and put the video inside it and let it
07:10play and behave just like you would YouTube.
07:12That means adding YouTube videos and videos from other video sites like Vimeo
07:17is really this easy.
07:18You just grab the URL, plunk it in to the text editor, and then it appears.
07:23And this video behaves just like any other content in WordPress.
07:26I can now go in and edit my post.
07:29I can add text above it.
07:31I can add text below it.
07:34I can add an image. And when I update the post and view the post, you'll see we
07:48have Text above, we have the video, we have Text below, we have an image, and
07:54everything else works exactly as it did before.
07:57Adding media like images and videos from external sources allows you to share
08:01content you produced yourself or content you found online with your readers,
08:06bringing attention to the originator and making the content available.
08:10Just be careful you don't end up stealing content inadvertently or that you
08:14break licenses in the process of publishing that content.
08:18Adding images is pretty easy.
08:20Getting the attribution right and doing your due diligence is also easy.
08:24Just make sure you have permission to post content before you post it and
08:29you'll be fine.
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Adding categories, tags, post formats, excerpts, and other elements
00:00In addition to writing the post itself, adding a title, adding text content,
00:05images, and other rich media,
00:07WordPress gives you the ability to attach extra information, and customize the
00:11way the post displays and behaves through the use of built-in functions.
00:15These include categories and tags for organization, post formats and featured
00:20images for display functions, and trackbacks and discussions for commenting.
00:25All of these functions are found within the Edit Post view.
00:29So when you are done writing your article, you have given it a title, and you've
00:32put in all your content, it's time to add all this extra information, so that you
00:36are organizing your content properly, and displaying it the way you want.
00:40The first, and arguably most important thing you have to do after you've finished
00:44your post is to attach a category to that post.
00:48Like I said earlier in the course, every post must be under at least one
00:52category, and if you don't assign a category to a pos, it automatically gets
00:56attached to the Uncategorized category, which personally I find to look really weird.
01:01So you need to add a new category if you don't already have one.
01:06To add a new category ,all you have to do is click Add New Category.
01:10Then this little function opens that allows you to create a new category.
01:14You have to give it a name, so I will give this category the name Events,
01:19and then you can choose whether you want this category to be a child of another category.
01:23In this case, I don't, so I am simply going to click Add New Category, and the
01:28new category is added.
01:30Now I can turn off Uncategorized, and this post will be categorized under Events.
01:35If I want to I can add multiple categories to one pos,t so I can create
01:39another category called Painting, and then click Add New Category again, and
01:45now I have two categories.
01:47As you build out your categories, you will also be able to click on the Most Used
01:52box to see the most used categories.
01:54This is useful if you have so my categories that you have to keep scrolling up
01:58and down to find the one you are looking for.
02:01Below Categories we have Tags, and tags are second on the list of most important items.
02:06Tags are like categories, except they are more about the actual content of the
02:11post than they are about how you categorize the posts.
02:15So in the Tags, you would add things like blue, maybe, or the name of the artist,
02:21or famous, or other things that may or may not relate to other posts.
02:27You put in each tag with a Comma to separate them, and tags can be more
02:31than one word, so let's say I want to add the artist name as a tag.
02:35I will go up here, and get the artist name, copy it, and paste it in, and that
02:40will then become a tag.
02:42When you are finished with your list, you click Add, and you see that each of
02:45these tags will appear underneath.
02:47And if you don't want one of these tags, you simply click the little X, and the tag
02:51will disappear again.
02:52You can also choose from the most used tags if you want to, but so far I haven't
02:56used any tags, so none are available.
02:59Scrolling down, I also have a function called Featured Image.
03:02This is a function that doesn't always appear.
03:04It depends on what theme you are using.
03:07In our case, we are using a default theme that came with WordPress, which is
03:11called Twenty Eleven,
03:13and Twenty Eleven has a featured image function, so we can use the
03:16Featured Image function.
03:17What the Featured Image function does is it attaches an image to the post in
03:22such a way that the theme can pull the image out, and use it somewhere else,
03:26like in an index page.
03:29When we activate a featured image, you'll quickly see what it does, and I
03:32think it's kind of neat.
03:33So click on Set featured image, and then we are just going to choose the image
03:37that's already in the post, so I will go to Gallery, here I see the image that's
03:41already in the post, and I will scroll down and click Use as featured image.
03:46Now you see the featured image appears down here, and you get kind of an
03:49indication of what's going to happen.
03:51You see the image is long and wide, and it's going to appear somewhere in our theme.
03:58But there is one more thing I want to do.
03:59I want to attach a post format to this post.
04:03Now, I turned the post format off previously in the course, so I need to turn it
04:07back on again, so I can see it.
04:08So I am going to go to Screen Options, and then click on Format here, and that
04:13will open the post Format option.
04:16I think it will be all the way down at the bottom here somewhere; there it is.
04:20And here I can tell WordPress what type of content this is.
04:24In this case, it's a Standard post, because it doesn't have anything special in
04:28it, so I will leave it as Standard.
04:29But depending on the content, you may want to change it to either Link, or a
04:33Gallery, or an Image, if that's what it is.
04:37Now that I've set all that information, I can move on.
04:39There are couple of more options that I can choose whether or not I want to edit
04:43per individual post.
04:45You see them under the Screen Options. If you open Screen Options again, you see
04:48we have the Excerpt, Trackbacks, Custom Fields, Discussion, Slug, and Author.
04:58As I activate each of these, they will appear under the rest of the content on
05:02my Edit Post page, and you will see them here.
05:04The Excerpt is quite useful.
05:06When WordPress displays your content on an index page, it only displays the
05:10first part of your content, and in many cases, the beginning of your article might
05:15not be very informative about the article.
05:18In that case, you want to go down, and write a separate excerpt that quickly
05:23explains what that article is about, and that text will be displayed instead.
05:27The Trackbacks are a fairly advanced function that allows you to tell Web sites you
05:32are linking to that you are actually linking to them.
05:35If you want to know more about that, you really need to look it up, because it's a bit complicated.
05:40Custom Fields are also an advanced option that is available in
05:43self-hosted WordPress sites.
05:45Sometimes the theme will allow custom fields, sometimes you can build your
05:49own custom fields, but this is an advanced option, so I suggest you either
05:53turn it off, or collapse it.
05:54Discussion does exactly what it looks like.
05:57You can toggle Allow comments. and Allow trackbacks and pingbacks on and off for each page.
06:02So you can choose whether or not people can comment on the specific post or not.
06:07And finally, the Slug allows you to attach a slug to your post.
06:11This is also an advanced function that you are not going to use much.
06:14All the way at the bottom here, I have Revisions, and Author.
06:18Revisions will literally give me a list of every single revision I have of this post.
06:23So if I click on it, I jump to a page where I can see a version of the post as it
06:28was before I changed it last.
06:32And all the way at the bottom, I have Author, where if I have multiple authors
06:37registered on my blog, I could pick a different author for this post.
06:42Now that I've made all my changes, I am going to click Save Draft again, and
06:47Preview, and you'll see what that Featured Image function is.
06:52Notice how the header image all of a sudden is something else.
06:55If I go to the front page, you will see what I mean.
06:57I'll open the front page, and you see here the header image is a stock image that
07:02came with WordPress, but on this post, the header image is now the featured
07:07image, and that's how the Featured Image function works.
07:10It displays my featured image somewhere in the theme outside of the post itself.
07:15Now you know how to further customize your posts to individualize them.
07:19These options can be further enhanced by adding certain plug-ins or theme
07:23functions, and like with everything else in WordPress, nothing you do in the
07:27Edit window is ever final, so you can always go back and change it to
07:31something else later.
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Managing post categories and tags
00:00As we've been moving forward in this course, I've been creating a lot of
00:03content, and as you can see on the Dashboard, you start seeing that content up here.
00:09Here, we have two posts published;
00:11I have a Page, I now I have three categories, and three tags, and if we scroll
00:15down here, you see I have at least four recent drafts.
00:18One of the great things about WordPress is that it allows you to do bulk editing
00:23of multiple items, and it also allows you to do things like go in and change
00:27existing items into something else without that breaking anything, and I'll show
00:32you what I mean by that.
00:33If we go to Posts here on the side, and view All Posts, we get to the general
00:38post index that shows us all the posts that we've created so far, and all the
00:43information that we have about them.
00:44You can see the title of each post, the current status of each post, so you see
00:49here it says Draft next to some of these posts.
00:51And from here, you can either do things directly to the post, either by editing
00:56the post, so you go to the full post editor. Or, you can click on Quick Edit, where
01:01you can make small changes to, for instance, the title, the slug, the release date,
01:05you can set new categories, add tags, and turn commenting and pings on and
01:10off, and also change the status, and even set a new post format.
01:13You can also see who wrote the post, you can see what categories are attached to
01:20the post, you can see what tags are attached to the post, and you can see the
01:23release date, and how many comments are for the post.
01:27For each of these items, if I click on any of these metadata items -- so the
01:31author, categories, or tags -- I'll get to a new view that only shows the content
01:36that has this particular item attached to it.
01:40So, for example, if I want to see only the posts that are listed under the
01:44Uncategorized category, I can simply click on Uncategorized, and now I get a
01:50filtered down version.
01:52From here, I can see I have five posts that are under Uncategorized, and that's
01:57unfortunate, because I don't want any of my posts to be under Uncategorized.
02:01So what I'm going to do is bulk edit all of these posts at the same time.
02:05That means I can attach new categories to all the posts at the same time
02:10without having to do it individually.
02:12But, before I do that, I need to create a new category that I can assign these posts to.
02:17Instead of going into a single post to create a new category, I'm going to go here
02:21to Posts, and select Categories.
02:24From here, I can see all my categories, and I can also see how many items
02:28are attached to them.
02:29Now, this only lists off published items, so since I haven't yet published
02:33anything, I only have two posts down here.
02:37From here, I can now create a new category.
02:39So I'll call the new category News, and I can choose whether or not I want to
02:44attach a slug, or a URL-friendly version of the name to it.
02:48If I don't, it will automatically grab the name, and then just add it down here,
02:52and if your category has more than one word, it will simply put a hyphen between each word.
02:57I can also choose whether I want this new category to have a parent; I don't.
03:02And I also can add a description if I want to.
03:04I'm just going to leave it as it is, and click Add New Category, and we now get
03:09the News category over here.
03:10The News category can now be edited, either by Quick Edit, or a full Edit,
03:15we can view the category, which means we view the page that has an index of all
03:20the content that's listed under that category, or I can delete the category.
03:25Now that I have the new category, I can go back to All Posts, click on
03:29Uncategorized again to filter it down, and then I'm going to check every post
03:34under here, and go to Bulk Actions, and select Edit.
03:39When I click Apply, I then get to the bulk edit for all of these posts.
03:43From here, I'll change the categories by selecting News.
03:47Then I'll click Update, and now all these updates have the News category attached.
03:53But what if I want to change the News category to be called something else?
03:57I can then go back to Categories, select News, edit it, and change the name.
04:04So let's call it Updates.
04:05I'll also change the Slug to updates, and I'll click Update.
04:12Here's what's so cool about that:
04:14when I go back to All Posts, you'll now see that all these items that were
04:18previously listed under News are now under Updates, and that's because, even
04:22though I changed name, WordPress knows that I'm still assigning it to the same category,
04:27so I can still see all this content.
04:29This same process can also be used for tags.
04:33You'll see that the Tag View looks exactly the same as the Category View.
04:36So here you can edit all of your tags, and make changes to them in the exact same way.
04:41By understanding how the WordPress admin panel works, and by being aware of all
04:45of these options, you're able to use WordPress to its fullest capacity, and make
04:50some very advanced changes to your content very quickly, and very easily.
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Publishing a post
00:00Once you have written your post, and attached all the correct information in it,
00:04so you have your title, you have your content, you have your images, you have
00:08your categories, your post formats, your tags, and everything else is in place,
00:13it's time to publish your content.
00:15All the publishing features are found under the Publish panel inside Edit Post,
00:20and from here, you can actually do quite a bit more than just publish.
00:24First of all, you can save any post as a draft, as you've seen throughout
00:28the course so far, and you can also preview the post at any time while you're editing it.
00:32In addition, you can throw your post away by moving it to Trash if you don't
00:36like it, and if you do that, you can later go back to All Posts, go to Trash,
00:44and resurrect any of the posts by simply clicking Restore, and they come back.
00:48But that's beside the point.
00:49Of course, when you finish writing, the last thing you want to do is move it to Trash.
00:53You want to publish it.
00:54So, I'm going to walk you through the different settings here, so you understand
00:58what happens when you publish.
01:00From the top, we have Status.
01:03When you write a new post, it always gets automatically set to Draft,
01:06because it's a draft.
01:07You can now go in and change that Draft to Pending Review if you want to.
01:12You would do this if you have multiple people managing your site, and maybe you
01:16want someone else to look at it.
01:18This status is also there because, if you have a user that's registered as a
01:23contributor, or an author, they don't have permission to publish content.
01:27Instead, when they want to publish content, they save it, and then it gets
01:32automatically appended to Pending Review, and then someone with publishing
01:36capabilities can then see that it's listed under Pending Review, read it, edit
01:40it, and then publish it.
01:42Under Status, you have Visibility.
01:44Now, you have three levels of visibility for any post in WordPress.
01:48Public, which is default, which means once you publish it, anyone can see it.
01:53You have Password Protected, which, like it sounds, allows you to add a password to
01:58the post, which means someone has to have a password to be able to read it. And
02:02you can also set it to Private.
02:04If it's set to Private, the only people who can see the post are people who are
02:08registered as users on your site, and who have a password.
02:12They have to log in to the site to be able to see your post, even on the front page.
02:16For the rest of the world, the post simply doesn't exist.
02:19So I will set that back to Public, and then you see we have an additional option here;
02:23it says, Stick this post to the front page.
02:26This is an interesting function.
02:28It allows you to sort of weight the post.
02:31That means you're telling WordPress, this post is so important, it should go on
02:36top of the regular blog stream, even when newer content is available, because as
02:41you know, on the front page of WordPress, and in all the index pages, your
02:45posts are listed in the reverse chronological order, meaning that whatever was
02:49published most currently will always be on top, except in the case of a sticky post.
02:55A sticky post will always appear on top of the content that was most
02:59recently published.
03:00Under Visibility, you have an option that says Publish immediately, and that
03:04has an Edit button.
03:05It looks a little odd until you click on it, and then you realize you can
03:09schedule your posts to any date you want.
03:12Let me give you a couple of examples of when that would be useful.
03:15The first one is, let's say you wrote seven articles, and you want each article
03:20to publish on consecutive Wednesdays at 7 a.m.
03:24All you have to do, then, is create all the articles inside WordPress, go in and
03:28edit Publish Immediately, and change the date to the specific date and time you
03:32want each of these articles to be published.
03:35And then, because you changed it, the button down here will change from Publish
03:41to Schedule, and WordPress will sit and hold on to the post until the time comes,
03:46when it will be released automatically.
03:48That way, you don't have to wake up at 7 o'clock in the morning on every
03:51Wednesday, and publish your content manually.
03:54You can also use this function if you have older content that you want to backdate.
04:00That means, for example, if you have an old Website that had content that was
04:04written several years ago, and you're moving to a new Web site, you can then
04:07go in and change the publishing date to the original publishing date from the original content.
04:13That way, when people go in and look at the order of your content, they will see
04:17that this stuff is older.
04:19After you've made the necessary changes inside the Publish panel, and you're
04:22satisfied with what you have, it's time to publish.
04:26And not surprisingly, to publish your content, simply click the big blue Publish button.
04:31Click the button, your post is published, and you can now view it on your site.
04:36If immediately upon publishing your content, you realize you made a mistake, you
04:40can now either go in and click on the Status, and change it back to Draft, and it
04:45will be taken off the Web again, or you can go in and quickly make a change, and
04:51then click Update, and the post will be automatically updated immediately.
04:55Once you've published your article, it's always a good idea to click on View
04:58post right away, so you can see the article on your Web site, and you can make
05:03sure that it works the way it's supposed to.
05:05You should also go to the front page, and make sure that the article displays
05:09properly on the front page, so that you know that everything works the way it's supposed to.
05:14Publishing your post is the final crucial step in the Web publishing process,
05:18and just like with everything else, WordPress makes every effort to make it as
05:22flexible and easy as possible for you, whether you want to publish your post
05:25right away, or schedule it for the future.
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6. Creating Pages
Creating a basic page
00:00In addition to posts, which are the mainstay of any WordPress site, you also have Pages.
00:06Pages can be used to convey information about your site, and provide things like
00:11contact information, or contextual information about the Web site, and the people
00:16that run the Web site.
00:17By default, when you create a new WordPress site, you automatically get one page.
00:22You can see it here right on the main menu; it's called Sample Page, and when you
00:26click on it, you go directly to that page.
00:29Now, in the current theme -- this is the Twenty Eleven theme that comes stock with WordPress --
00:34the Sample Page uses a slightly different template from the post.
00:38If you open a single post, and look at them side by side, you'll see that,
00:46whereas the sample page only has the page content -- you see, there's nothing up
00:50here, and there's no extra information, other than the page content --
00:54the post has the date of the post release, and some navigation at the top,
00:59and it has information about the post, both categories, tags, and who wrote it at the bottom.
01:05So pages are quite different.
01:07You also notice that the page, by default, appears on the main menu, and that kind
01:11of says everything you need to know about pages.
01:14If you're going to make content that you think belongs on the main menu with its
01:18own button, it's probably going to be a page.
01:21So let's create a new page now.
01:23I'll go to New, and create a Page.
01:28If I'm inside the Dashboard, I can also go directly to Pages, and then click Add
01:32New. And here you see that the Page editor looks very much like the Post editor.
01:38In fact, there aren't that many differences, except for the fact that the Page
01:42editor doesn't have categories, and tags, and some of the other features that are
01:45specifically associated with posts.
01:48From here, I can create a new page, and in this case, I want to create a page
01:52that gives people information on how they can volunteer for the organization
01:56this Web site is for.
01:57First, I'm going to give the page a title.
01:59So I'll say Volunteer for SAMOCA, and then I'm going to go grab the text I need
02:06from a Word document.
02:07I'll open my Word document, and grab the information, copy it, use Paste as
02:15Plain Text to paste it in, and click Insert to insert it, and that's really all I need to do.
02:25Unlike the post, where you now have to attach categories, and tags, and do all
02:30these other ancillary things, with a page, you really only have to put in the
02:34content, and then you can just publish it.
02:36Now, before I do that, let me just mention that the pages are actually exactly
02:41like the posts in most ways.
02:43That means you can still add media if you want to -- both images, and videos, and
02:48whatever else you find -- you can still format the content in the same way you did
02:52in the posts, and you can even add a featured image to the page in the same way
02:57you did with the posts.
02:59When you're done editing the page, and you've added whatever elements you want,
03:03to publish it, you simply click Publish, and the page is published.
03:08Now you can go and view the page, and you see here we have our new page.
03:15Personally, I find it weird that you can comment on pages, because they're static content.
03:19So here, I want to turn the commenting for this page off.
03:22So I'm going to go back, and edit the page, go to Screen Options, find
03:28Discussion, because Comments is the actual comments that are associated with this page.
03:34Hide the Screen Options, go down here, and turn off comments and pings. Click
03:40Update, view the page again, and
03:44now we have a page without comments.
03:47Notice that on my main menu, I now have three items:
03:51the link to my homepage, the sample page that came with WordPress, and the
03:55Volunteer for SAMOCA page I've just created.
03:58Since I don't need the sample page anymore, I'm going to go to my Dashboard,
04:02go to Pages, find the Sample Page, put it in the Trash, and then throw it away altogether.
04:11So I'll click on Trash, and delete it permanently.
04:16Go back to the front page, and now you see we have two menu items:
04:19Home, and Volunteer for SAMOCA.
04:21As you can see, writing a basic page in WordPress is not all that different
04:27from writing a post.
04:28The main differences are in the way WordPress handles pages, and in the extended
04:33options attached to the content.
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Organizing page hierarchy
00:01Whereas posts in WordPress have categories and tags to create taxonomy, or
00:05organization, or sorting, pages are ordered in basic parent-child relationships.
00:11Any page can be the parent of any other page, and children of pages can have
00:16children of their own.
00:17This makes it easy to create logical relationships between different pages.
00:21The parent-child relationship is also reflected in the URL of the pages, and in
00:26the menus when you add pages to the menus.
00:29What I want to do here is create an about page, and then I want this Volunteer
00:34for SAMOCA page to be a child of that about page, so that there's a clear
00:39relationship between the two.
00:41First I'll create a new page, so I'll go to New, and click Page. I'm going to
00:46call this one About, and then I'm going to go to my Word document, and grab the
00:51text content I want, and you see how this text content has some styling?
00:56First I need to get rid of the styling, and then I need to re-add it. So I'll go
01:00in here, click on Paste as Plain Text, paste in the text, click Insert, and then
01:08I'll just go back and take a look, and I see that these two are headings, so I'll
01:12go and find them, and assign H2 to each of them, so that they become headings.
01:18In addition, I want to add an image to this page, so I'll go to Add Media,
01:24browse for the file I want, and here it is, click Open, and then I can go in and
01:31change the Title, and all the information. I'll say SAMOCA HQ, The SAMOCA
01:40building, and I will leave the Caption alone, and click None for the Link, and
01:47insert the Large size, in the Center, click Insert into Post, and I accidentally
01:53put it in the wrong place, so I'm going to go grab the image, and move it up to
01:57the beginning, and clean it up a bit, and now we've created a new page.
02:03So I'm going to publish this page, and then jump to the front page of my site
02:09to see what this looks like.
02:10So now I have both the About page, and a Volunteer for SAMOCA page on my main
02:15menu here, and if I click on About, I go directly to the page with all that
02:20information I've just added. And here you see why you should always preview your
02:24content immediately after publishing it:
02:27Somehow I managed to break this subtitle, so it says An Introduc tion, so I
02:32need to go in and edit this right away, so I don't look like a fool. I'll go
02:37click on the Edit Page button, jump directly to the page, scroll down until I
02:42find it, and here it is; simple fix, click Update, view the page, and now
02:51everything looks right.
02:54But I said I wanted to create a parent-child relationship here, so that
02:57the About page is the parent of the volunteer page. I can do that in
03:02several different ways.
03:03I can go to All Pages, and here I see my list of all pages, and then I can go and
03:08click Quick Edit under the page I want to be the child, and then from this
03:13dropdown, select what page I want to be the parent.
03:17In this case, I want the About page to be the parent, and when I click Update, and
03:22reload this page, you'll see that the Volunteer for SAMOCA page is now listed
03:27underneath the About page with this dash, indicating that it's now a child.
03:32And if I now go to the front page, you'll see that the About page appears as the
03:37only option on the menu, but when I hover my mouse over it, I now get an
03:42additional option for the Volunteer for SAMOCA page.
03:44So now there is a clear visual connection, and a parent-child relationship
03:49between the two pages.
03:51Like I said, I can make that change in some different ways. I can also go into
03:55Pages, go and edit my Volunteer for SAMOCA page, and right here in Page
04:00Attributes, I can also choose the Parent, so I can switch between no parent, and
04:04About, and then update the post, and that update will take effect.
04:09If I have multiple pages that are all children of one parent page, I can even
04:14set the order of each of these pages, and that order will be reflected in how the menu appears.
04:20In that case, I would set the order down here in the Order field. So I would
04:24start the order at 0, and then move 1, 2, 3, and so forth, and that is the order
04:29the menu will display in.
04:31Creating logical structures for your pages using parent-child relationships can
04:35make it much easier for your visitors to navigate your content.
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Using page templates
00:00One of the things that I love about WordPress is that WordPress gives you all
00:04this flexibility when it comes to how you want to display your content.
00:09An example of that is what's called Page Templates.
00:11When you create a page, you can assign different types of templates to that page,
00:16and depending on the theme you're using, those templates may change the way that
00:19page displays quite dramatically.
00:22In the Twenty Eleven theme, you have three page templates. You have the default template,
00:27which is what you see right now on my About page.
00:30Basically, it shows the page content on it's on in the center, but you also
00:35have two additional page templates that we can use to change the appearance of our pages.
00:40To activate a page template, we have to go in and edit the page. So I select the
00:44page here, and then I go click Edit Page, or I could go to All Pages, and then
00:49select the page I want to edit.
00:51The page Template is available under Page Attributes over here.
00:55If I drop down the Template option, I see that, in addition to Default Template,
00:59I also have Showcase Template, and a Sidebar Template.
01:02The Showcase Template will be covered later in this course, but for now, I'm
01:06going to use the Sidebar Template.
01:08So I'll activate the Sidebar Template, and click the Update button.
01:11When I now view the page again, you'll see that the page now looks just like
01:18the front page did;
01:19it has the content on the right, and the sidebar on the left.
01:23Now, there are different ways why you might want to do this. One good example is
01:27if you want to use a static page as your front page.
01:30In that case, you may want to show the sidebar, because the sidebar gives you
01:33navigation options for other content. That way you can use a static page without
01:39losing the navigation of the regular front page in the process.
01:43The tricky part about page templates is that they are theme dependent, so
01:48depending on what theme you currently have activated on your site, the page
01:52template options will change.
01:54Some themes don't have any page templates, some themes have many page
01:58templates, but there is no standardized name system for them, which means if
02:02you activate a new theme, and basically switched away your site looks, then your
02:08assigned page templates will probably fall out, and all your pages will default
02:12back to the default template.
02:13So if you want to take advantage of the page template functionality, you have to
02:18first make sure your theme supports page templates to begin with.
02:22It's easy to see if they don't support page templates, because if you go in and
02:26edit a page, and you have no page templates to choose from, you simply won't see
02:30the page template option here at all.
02:33If you don't want to go in and edit the post itself, you can also change the
02:36page template by going to Quick Edit.
02:38If you go to All Pages, go to your page, and click Quick Edit, you'll see that
02:43right here under Parent, and Order, you have the Template dropdown, where you can
02:47select the page template you want to use.
02:50Changing the page template is an easy, but important trick that can help you
02:53visually identify certain page content as different from other page content.
02:58That said, page templates are theme dependent, so there's no guarantee
03:02you'll find a layout you like.
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Creating a static front page
00:00The front page of a Web site is very important. It's where most people land the
00:05first time they visit the site, and it's also the face of the site as a whole.
00:09On the Web, first impressions are vital, so it's important that the front page
00:13of your Web site conveys the exact message you want to put out there, and nothing else.
00:18By default, the front page on a WordPress site is the standard blog. You see the
00:23latest post at the top, and as you scroll down, you see older and older posts.
00:28But in many cases, you don't want this to be the front page of a site. You
00:32want a static page that has specific information on it, and then you want the
00:36blog to be in a separate location.
00:38This is actually quite easy to accomplish inside WordPress, but it requires a
00:42few steps, so let's see how that's done.
00:45First I need to create two pages.
00:47One that will operate as the front page itself, and I also need to create a
00:51placeholder page for the blog.
00:52So I'll go to New, create a new page, call it Front Page, and here I want to add
01:00an image, and some text.
01:02I already added the image to my Media Library, so I'll click Add Media, go to
01:07Media Library, find the image, click Show, and then set it to Center, and Large,
01:14and insert it into my post. And then I want to add some text, so I'm going to
01:18go to my Word document, copy out the text, Paste as Plain Text, paste it in, do
01:25some basic cleanup, and click Insert, and then format the text.
01:46Before I publish the page, I also want to change to page template, so that I get
01:49the Sidebar Template, and I want to turn comments and trackbacks off, so I don't
01:55have comments and trackbacks on my front page.
01:58Now I'll publish this page, and when I go to my site, you'll see that the page
02:04appears here on my menu as a separate page, and when I go to it, I get the front page.
02:10Problem is, I don't want it to appear as a separate page. I want it to appear as
02:14the home page, and then I want a separate button to go to the blog.
02:17To make that happen, I need to make a second page, so I'll go back to New, make
02:24another Page, and this page I'm simply going to call Blog, and do nothing else.
02:29That's because this will become a placeholder,
02:31so anything you do here in the configuration, either by putting in text, or to
02:35configure it, will be overwritten by the blog page anyway.
02:38So I'll simply publish this Blog page, and now I can tell WordPress to use the
02:43Blog page as the blog, and the Front Page as the front page.
02:48That setting happens inside Settings, and Reading.
02:53At the top here, we have the option Front page displays, and by default, it's set
02:58to Your latest posts.
02:59But if you want to, you can change it to a static page, and that what we're going to do.
03:03So I'll select A static page, and then for Front page, I'll select Front Page, and
03:08for Posts page, I'll select Blog.
03:11When I save these changes, and jump back to my Web site, you'll see that the
03:16front page now displays the Front Page, and I have a new button called Blog that gives me the Blog.
03:27Now, of course, you see that it looks kind of silly that the front page is called Front Page.
03:32So I'm going to go edit this page, and change the title to something a little
03:36more welcoming, like Welcome to Samoca, click Update, go back to my Web site, and
03:47you see the front page now says Welcome to Samoca.
03:50Changing the front page to suit your needs in WordPress is a relatively simple
03:53process, and because WordPress is entirely dynamic, you are free to change the
03:58front page back, or change it to something else at any time.
04:01So whereas one week you may want the blog on the front page, the next week you
04:05can have the front page be a static page. It makes no difference, and it's
04:09always up for further alteration.
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7. Managing Images, Video, and Other Media
Managing media from the Admin panel
00:00WordPress has been designed in such a way that all the content inside WordPress
00:05is handled pretty much the same way.
00:07That means whether you're editing a post, a page, or even your media, you pretty
00:17much get the same functionality around them, and that's even more true
00:21now that we have WordPress 3.5 to work with.
00:25When you add media items like images or files to your WordPress site, what you
00:30are actually doing is creating a new post for each item.
00:33As you can see here, previously in the course, we created an image gallery that
00:37had five images, and you can see here that each of those images has been given
00:41its own post that's found under Media.
00:44From here you get lots of information about each of the images, and you can also
00:48make changes to them.
00:49If you look at each of the images, you will see here we have the title of the
00:53image, we have information about what type of file this is--it's a JPEG image--
00:58you see who the author is--so who uploaded the image originally--and you can see
01:02where the image was uploaded to.
01:04So you can see here, the image was uploaded to the Simple image gallery.
01:07In some cases, you'll have images that are assigned to multiple different posts,
01:11and all those would be listed here.
01:13You can also see if there are any comments associated with a specific image and
01:17even when it was posted.
01:19From the Media Library, you can also do things like add new images that are not
01:24associated with this specific post. So, let's do that.
01:28I'll click Add New to add a new image and then I'll go and select the file.
01:33I will go and find this one. It's an image of a woman.
01:39And once the image is uploaded, I can now go back to my library, and you'll see
01:44we now have a new image here.
01:46From here, I can now edit my image in many different ways, and those ways don't
01:50just include information about the image; I can also edit the image itself.
01:55I'll click on Edit and we're taken to the new Edit Media page.
01:59Now, if you've worked with WordPress in the past, you'll notice this looks quite
02:02different. That's because an image or any other media item is now actually
02:06handled like a proper post.
02:08So here you see the familiar post title element where you can put any title, so
02:12I will call it Woman at gallery.
02:17I can change my permalinks if I want to. I can also view the Attachment page for
02:21this image. And when I scroll down, you see I can edit my image, I can add a
02:27caption to the image and an alternate text, and we have something new called
02:31Attachment Page Content, where I can actually add extra content to the post.
02:36So if for example, I'm just going to grab some random content here, so I'll go
02:41to Google and search for "random text generator," just to get some random text.
02:52So, here we have some random text.
02:54I'll put that in, so I'll copy it and put it in here and then Update and click
03:04View Attachment Page, and you'll see what I'm talking about.
03:08Here, we have a standard Attachment page that shows the original image, and if
03:12we were grabbing the image from a post, we would be able to navigate to other
03:16images in the post, and we could also see what post it was from.
03:20But now when I scroll down, you will see under here we have that text, and this
03:25text will only appear when you go to the Attachment page for this image.
03:29Meaning, if you make an image gallery and you want provide lots of extra
03:33information about an image, you can now attach it directly to the Attachment page.
03:37It's a very cool new feature that many people don't know about, so now you know.
03:42But I want to do more.
03:43I want to change this image because right now, I don't really like the cropping of the image.
03:48So, I'm going to go back to Edit Media and scroll down and find the Edit Image button.
03:55When I click on this, I get some editing functionality inside WordPress.
03:58Now, I'm just going to be frank with you: WordPress is not an image
04:02editing application.
04:03So, I don't really recommend editing images in WordPress, but if you are short
04:09on time or you don't want to use something like Photoshop, you can do a simple
04:13image editing inside WordPress; it's just not an ideal application to do it, but you can.
04:19Let's say I want to crop this image.
04:20What I'm going to do is place my cursor inside the image, click and drag, and I
04:26create a crop window.
04:28I want this crop window to be exactly square,
04:30so I'm going to go to Image Crop here and set the Aspect Ratio to 1:1.
04:35That will make it a square.
04:37Then I want to increase the size of the square, so I'm going to hold down my
04:40Shift key--that will lock the aspect ratio--and then I can grab a corner and
04:46increase the size of my crop. And then I'll just drag it around until I find
04:53that the crop matches what I want.
04:56Now that I have the crop I want, I'm going to click the Crop tool and the image is cropped.
05:03When you do these kinds of things, like crop or turn the image or flip it
05:08horizontally or vertically, you have to make sure that you apply the changes
05:12to the right image.
05:13In this case, I applied it to all the image sizes, because you remember from the
05:17past, when you upload an image to WordPress, WordPress creates several different
05:21versions of that image.
05:23But you can also choose to only crop the thumbnail or you can crop all the
05:27images except the thumbnail.
05:29Once you have a crop you like or you've made other changes you like, you can
05:33click Save, or if you don't like what you just did, you can click on the Undo
05:38button and then you jump back to the previous version.
05:41I like what I see here, so I'm going to finish this up.
05:44I'm going to click Save. This saves the new cropped version of the image.
05:48I'm also going to go down here and add an alternate text to my image, so I'll copy out
05:55this description and then update my media item.
05:59I'll go back to my Media Library and you see that now we have a new image.
06:05It's the cropped image.
06:06It has a title, Woman at gallery, and it's currently unattached.
06:11If I later add this image to a new post or in a gallery, you'll see that the new
06:16posts or galleries where this is displayed will appear here under Uploaded To.
06:20So, I can always see where different images are attached.
06:24If I want to add the image to a new post, all I have to do now is go to
06:28New > Post, call it Woman at gallery, and because this image is already uploaded
06:36into the system, all I have to do is click Add Media, Media Library.
06:41Here is my image. All the information is already here. Click Insert into Post.
06:47The image appears in the cropped format, and if I preview the post, I seem here we
06:54have the image, it's cropped the way I cropped it, and if I click on it, I jump
06:59to the Attachment page for Woman at gallery. Scroll down, and here we have all
07:03that new Attachment page information.
07:10Understanding what you can do in the Media Library and being able to use these
07:14functions to reconfigure your content and spread changes to titles and other
07:19elements to your site will help you be more efficient in how you handle your
07:24media content on WordPress.
07:26And as you can see, it's very easy.
07:28Just remember: any media item you upload is always handled like an individual
07:33post, and like an individual post, you can always make changes to it, and no
07:37changes are ever final.
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Understanding how WordPress handles media
00:00Uploading, inserting, and managing images in WordPress is really easy,
00:05but I find it's always a good idea to understand what happens behind the
00:09scenes, so that you really know how WordPress handles images, so that when
00:13you're moving on with WordPress and becoming more advanced, you have a good
00:17understanding of what happens when an image goes from your computer into the
00:20server through WordPress.
00:23Let me show you how all these works by giving you an example.
00:26First, I'm going to create a new post.
00:28So, I'll create a new post, call it Image example, and in this post I'm going to
00:35add an image in several different ways.
00:38First, I have to add the image to WordPress, so I'll click Add Media, and I will
00:42select the file from my computer.
00:44I'll select this large image of a group of people at a gallery.
00:48I'll upload the image. See, it gets uploaded here.
00:52And because this is a larger image, it takes a little more time.
00:56I'll give them a title, and an alternate text, and then I want to insert image into my post.
01:11So, what I'm going to do is set the Alignment to Center so that each image
01:16gets on its own line.
01:17I'll set Link To to Media File so that the link, when you click on the image,
01:23it goes to the original image, and then I'm going to set different sizes.
01:27So, I'll start with the thumbnail size, insert it into the post. I'll hit Enter
01:33to go to a new line.
01:36I'll go Add Media again, select the same image, drop it down, select the Medium Size.
01:45Hit Enter to create a new line again, click Add Media, select the same image,
01:50drop down the Size Menu, select Large, insert into the post. Create a new line,
01:59click Add Media, select the same image one more time, use the Size dropdown and
02:04select Full Size, click Insert Into Post.
02:08Now, I'm going to give it a Category, so I'll give it Uncategorized this time
02:12because this is just a demo, and then I'll save my draft and preview the post.
02:19Here, you see we have four versions of the same image.
02:21We have the Thumbnail,
02:23we have the Medium-Size, we have the Large Size, and the Full-Size.
02:28To show you the difference, I'm going to right-click on this image in my
02:32browser and then click Open Image in New Tab, and I'm going to do the same for
02:36the three other ones.
02:38So, what WordPress has done is that it has taken the original image here and then
02:45made three new versions of that image, depending on what size I want to use.
02:50This is done to offset load on the browser, because if you're going to display
02:55an image in this small size, you shouldn't put in an image that's six times
02:59bigger, because then you're just telling the browser to download a huge image
03:03and then just display it much smaller.
03:04You might as well display a smaller version of that image, and that's what
03:08happens when you upload images to WordPress.
03:10WordPress takes the image and then makes a bunch of new versions of image to
03:14fit different sizes.
03:17So, whereas what you're seeing inside WordPress is a single image,
03:20if you go to the back-end, you'll see there are many different sizes.
03:24To see this in real life, we can go to our server. I'll go to my FTP client here,
03:29and I'll navigate to wp-content and uploads, and then the folder for this month.
03:36In here, you see that each of the images that got uploaded actually displays in
03:42many different versions.
03:44You have the original image and then you have different versions.
03:47You have the thumbnail, and medium-size, the large-size, and you also have this
03:53weirdly sized one, the 794 x 288, and this is the one that displays in your
03:59featured image, up at the top of the header.
04:02Now, these image sizes are defined by two things:
04:04they are defined by WordPress settings and they're also defined by the theme.
04:08In this case, the thumbnail, medium, and large sizes are defined by settings
04:13inside WordPress, and the header image size is defined by the theme.
04:18To change the thumbnail, medium, and large sizes, you can go into WordPress,
04:24go to Settings, and Media, and here you find Thumbnail Size, Medium Size, and Large Size.
04:32So, here you can go and change those settings for yourself to make the settings
04:35fit with the theme you are using or the specific look you're going for.
04:42Understanding how WordPress handles images when they are uploaded--that the
04:46images are transformed into several different versions depending on what size
04:50you insert--and then inserting the right size image for the right use--
04:55small images when you want them to be small, medium images when you want them to
04:59be medium, and large images when you want them to be large--will help improve the
05:03load time of your site and will also avoid situations, like for example, if
05:08someone opens your site on their cellphone, they'll downloaded a huge image
05:12that's way bigger than their screen on their phone, instead of just a small one,
05:16so they can only see a small version.
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8. Extending WordPress Functionality with Plug-ins
Installing plug-ins
00:00One of the many advantages to having a self-hosted WordPress site is the ability
00:04to extend the functionality of the site by installing plugins.
00:08Plugins are small little programs that you can run inside WordPress that will
00:13then add functionality, or change existing functionality in WordPress.
00:17Plugins are developed by open source developers, like you and me, and are usually
00:21posted to the wordpress.org Plugin Directory, where you can find information
00:25about them, and you can download them, and you can also see what other people say
00:29about those plugins.
00:31You can also find plugins on other Web sites.
00:33Generally, these are for-pay plugins that are more advanced.
00:37These plugins are not heavily moderated by the WordPress community, and though
00:41many of them are great, some of them are not so great, so you have to be a bit
00:45more careful when you use plugins from outside the WordPress Plugin Directory.
00:50WordPress ships with two standard plugins installed.
00:54And to see them, you have to go to your Dashboard, scroll down to Plugins, and
00:59click Installed Plugins.
01:00Here you see we have two plugins already installed, but they're both inactive.
01:05The first one is called Akismet, and it's a plugin that helps you monitor spam
01:10comments on your site. It's very useful,
01:13but that usefulness comes at a price.
01:14So when you activate the Akismet plugin, you have to go pay for an API key to use it.
01:20Below the Akismet plugin we have Hello Dolly, and Hello Dolly is one of the
01:24first plugins ever made.
01:26It's the original plugin created by Matt Mullenweg, the guy who created
01:30WordPress, and it's a very simple plugin that automatically generates quotes
01:35that are then put in to your site.
01:36Let's activate it, so you can see how a plugin works.
01:40I'll activate Hello Dolly by clicking this Activate link here.
01:44Once the Hello Dolly plugin is activated, what it does is it puts a small part
01:49of the lyrics from the song Hello Dolly by Louis Armstrong in the top corner of
01:54your WordPress admin panel on every page.
01:56So as you navigate through pages, or reload your pages, you'll see you get
02:01different parts of that quote appearing up here,
02:03and this is the whole idea of a plugin.
02:05What you're doing is you're adding functionality to WordPress that
02:08WordPress didn't ship with.
02:10And the good thing about them is, if you add the functionality, and you don't like
02:13it -- let's say you don't want to see these quotes at the top of your screen every
02:17time you log in -- you can simply go back to Plugins, and deactivate the plugin.
02:22When you deactivate it, you're still keeping the plugin within your system;
02:26you're just not seeing it running.
02:28So it's like you're turning a program on and off.
02:31You can also choose to delete a plugin if you don't like it.
02:34I generally delete Hello Dolly, because it just takes up extra space.
02:38And to do that, I simply click the Delete button. WordPress will ask me if I
02:42want to delete Hello Dolly, and I say Yes, Delete these files,
02:47and Hello Dolly disappears from my plugin directory, and no longer exists in my
02:52WordPress installation.
02:53As you can see, it's very easy to activate and deactivate plugins, and also
02:58delete them, and it's just as easy to install a new plugin into WordPress.
03:02Let's say I want to add the Jetpack plugin.
03:05The Jetpack plugin -- I'll show it to you here -- the Jetpack plugin is a plugin
03:13created by WordPress.com that adds a lot of the features you generally find in
03:17WordPress.com to your self-hosted WordPress site.
03:21The cool thing about the Jetpack plugin is that it's actually a wrapper for a
03:25bunch of smaller plugins.
03:27So if you install just the Jetpack plugin, as more services come online, more
03:32services become available inside your WordPress installation automatically.
03:38If I want to install Jetpack on my site, I can go to Plugins, and click Add New
03:43up here in the corner, or I can click Add New directly under Plugins on the main
03:47menu, and I go to the Install Plugins page.
03:51From here I can either search for a plugin, find plugins based on popular
03:55tags, and I can also go and look at Featured plugins, Most Popular plugins,
04:03Newest plugins, and Recently Updated plugins.
04:08For now, I want to do a search, because I know what plugin I want.
04:11So I go to Search, and just type in jetpack, and click Search Plugins.
04:16Now WordPress will return to me the search results from the WordPress Plugin Directory.
04:21And here at the very top you see Jetpack by WordPress, which is the plugin I want to install.
04:26Just keep in mind that sometimes when you do a search, the most popular, or the
04:30best plugin might not be at the very top,
04:32so you might have to scroll a bit to find what you're looking for.
04:36In this index view, I can see information about the plugin.
04:38I see the Name, I see the Version number, I see the Rating from other users, and
04:43I can also see the short Description, and who made it.
04:46In this case, even though the Rating isn't that high, this is in fact the
04:50plugin I want to install, because it's the one made by Automattic, and it's the original.
04:53You'll notice that the other plugins that seem to have higher ratings are
04:57actually add-on functions to the original plugin.
05:00So even though they look more popular, in fact, you need to install Jetpack to
05:05use most of these functions.
05:06If I think this is the plugin I want, I'm going to click Details to get more
05:10information about that plugin, and here I get all the information that's posted
05:14in the directory from the Description, to Installation instructions, to
05:19Screenshots, to a Changelog that basically shows what has happened to the
05:25plugin over time, and also an FAQ.
05:28Just for reference, the information that you see here in this popup window is
05:32the same information you would get if you went to the Plugin Directory,
05:35searched for Jetpack, and went to the Jetpack page.
05:38So here you see, you have that same information.
05:42If I like what I see, and I decide that this is the plugin I want, I can either
05:46install it directly from this popup window by clicking Install Now, or I can
05:51install it here in the directory by clicking Install Now.
05:56When I click it, I'm asked if I want to install the plugin, I say OK, and
06:01WordPress now downloads the package file, which is a ZIP file, unpacks the
06:05package file, and installs the plugin into my WordPress application.
06:09Now all I have to do is click Activate Plugin to activate it.
06:14Jetpack is a plugin that requires one extra step, and many plugins do require
06:18extra steps once they were installed.
06:20In the case of Jetpack, we now need to connect Jetpack to WordPress.com, so we
06:24get all the functionality.
06:26That's because Jetpack is powered by WordPress.com.
06:29So I'm going to click on this Connect to WordPress.com button. I'm now taken to
06:34the Sign Up page for the Jetpack plugin, where I can insert my WordPress.com
06:39username and password.
06:41I already have a username and password for WordPress.com, but if you don't have
06:45it, you can simply click on the Need an account,
06:47and set up a new account with WordPress.com.
06:50If you need more information about how to set up a WordPress.com account, go
06:54check out my WordPress.com Essential Training course, right here in the
06:58Lynda.com Training Library.
06:59I'm going to plug in my username here, and my password, click Authorize Jetpack,
07:08and Jetpack is now authorized, which means samoca.org is now connected directly
07:13to my WordPress.com account.
07:16Once the plugin is activated, you can see that the plugin now appears in my
07:20menu as a new item, with functions.
07:22And when I click on that item, I can go in and change settings for the plugin.
07:27Depending on the plugin you're installing, the new features may appear anywhere
07:32inside your menu, or they may just be add-ons that just make something happen on
07:36your Web site, as you'll see later in this course.
07:39All plugins are different, so when you install them, you have to read the
07:43documentation to figure out exactly what it is they do, and how you can configure them.
07:47Plugins are a great and simple way of adding functionality to your site.
07:51There are thousands and thousands of plugins out there, and chances are, there is
07:55one for the exact functionality you're looking for.
07:58Just keep in mind that you may have to test a few plugins before you find one
08:02you're completely satisfied with.
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Ten must-have plug-ins for all WordPress sites
00:00WordPress by itself is a powerful application, but it has its limits.
00:05To get the full functionality out of WordPress, there is a series of plugins
00:09you should install.
00:10This list is by no means complete, and in many cases, there are alternatives to
00:15the plugins I suggest,
00:16but these are usually the plugins I install when I set up sites for other people.
00:20They cover everything from search engine optimization, to backup, to readability.
00:25All of the plugins I am about to mention are available inside wordpress.org
00:29Plugin Directory, where you can find them, and that means you can also find them
00:33directly from the WordPress Dashboard, and install them from there.
00:37The first plugin is called Jetpack by WordPress.com.
00:40What Jetpack does is it brings in a lot of the functionality you'll find inside
00:45WordPress.com sites, and adds them to your self-hosted WordPress site.
00:49This is based on requests that people had about having a WordPress.com site, and
00:54then moving to self-hosting, and realizing that a lot of the features that were
00:57available on .com are not available for self-hosting.
01:02Jetpack is actually a wrapper that contains a lot of other plugins.
01:06So what happens is, when you install Jetpack, it will automatically pull down
01:10all these different plugins into your site, and you can activate them, and
01:14configure them individually.
01:16It's a really smart solution, because as more plugins become available in
01:20Jetpack, they automatically become available inside your site, so you
01:23constantly get new features.
01:26The next plugin is Akismet.
01:29Now, Akismet is this really clever spam filter that runs inside your site, and
01:34catches spam from your Comments section.
01:37I run Akismet on one of my sites, and it has a 99.8% accuracy rate in
01:43catching spam comments.
01:44This is great, because I get thousands of spam comments every single day, and
01:49then I don't have to filter through every single one, and delete all the spam comments;
01:53Akismet does it for me.
01:55There's one caveat though: Akismet is not free.
01:58If you want to use Akismet, you have to get an Akismet.com API key.
02:02So if I go to this page, you'll see that to say goodbye to comment spam, you have
02:07to get an Akismet Key.
02:10To get the Akismet API key, you have to go and tell Akismet what kind of blogger you are;
02:16whether you are a personal blogger, a pro blogger, or an enterprise blogger, and
02:20based on your answers to questions, it will decide how much you have to pay.
02:25In some cases, it doesn't cost you anything, but in most cases,
02:27you have to pay some sort of fee to use Akismet on your sites.
02:34Next on the list is SEO, or search engine optimization.
02:38Personally, I don't like this term, because it's not really accurate anymore.
02:42We're more talking about changing the content on your page in such a way that it
02:45gets indexed properly, and more importantly, when people share your content on
02:49social networks, like Flickr, and Google+, it gets shared properly out.
02:54I will give you two options here.
02:56There is a simple option, called All in One SEO Pack, and there's the more
03:01advanced option, called WordPress SEO by Yoast.
03:05I personally use WordPress SEO by Yoast, because it has more powerful features,
03:10but it's also way more complicated to set up.
03:12So if you just want something simple, select All in One SEO Pack.
03:17Both of these will be covered later in this course.
03:20Like with any computer software, there's always a risk that something may go
03:24wrong with your Web site;
03:26it could get hacked, your server might go down, or something else might happen
03:31that somehow breaks it.
03:32Though it's unlikely, it's always a very good idea to have proper backups of all
03:37your content, and here I am going to give you two very different options.
03:40You can either go for a simple backup plugin that backs up your database.
03:45A plugin like this WP-DB-Backup is very easy.
03:49You install it on your site, you just set some basic functions, and what it will
03:53do is it will create backups of your whole database, and send those backups
03:57either to your server, or to an e-mail address.
04:00So what I usually do is I create a specific e-mail address on Gmail just to catch
04:06database backups for a site, and then I get the site to send a database backup
04:11every single day to that Gmail address,
04:14so that if something were to happen, I can just go to Gmail, grab the latest
04:18database backup, and restore my database.
04:20If you want a more advanced option, you can use this one: WordPress Backup to Dropbox.
04:26This uses the free cloud hosting service Dropbox -- well, it's free for the basic
04:30plan, and then you can upgrade it -- and then it backs up not only your database,
04:34but also all your files into Dropbox.
04:37It's a way more advanced function, because it backs up way more stuff, and
04:41it's also more secure.
04:43And because you're using Dropbox, it lives somewhere else in the cloud, so it's
04:47not related directly to your site,
04:49so if your server goes down, you can still restore all your content.
04:53Backup to Dropbox is a bit more advanced, but I actually recommend you use this
04:56one rather than just a database backup if you have a Dropbox account.
05:01The internet and how people use it is changing rapidly these days.
05:05One of the most prevalent trends we're seeing is that more and more people are
05:08visiting Web sites using their mobile devices, like cell phones, and tablets.
05:13Though the more serious WordPress themes are starting to become responsive --
05:17meaning they'll change depending on the size of the screen you're using -- it can
05:21be a good idea to install a plugin that specifically addresses the needs of
05:25users that visit your site using a cell phone, or a tablet.
05:29For that, I encourage you to install this one: WPtouch.
05:33There is a free model, and a paid model.
05:36This is by far the most powerful mobile solution, and it's a great one.
05:40It was developed by these two guys, Duane Storey, and Dale Mugford, who I actually
05:44know, and they have made a plugin that is truly stellar.
05:47It is a very, very good plugin, and I am not just saying that because I know
05:50them, because I used this plugin before I knew them, and I really like it.
05:54So if you want a mobile experience, simply install this plugin, follow the
05:58settings, and you're good to go.
06:00Typography is a personal hang up for me.
06:03I like to see things laid out properly, with proper typography.
06:07By that, I mean you have things like proper ampersand signs, and code that's
06:12formatted properly within pages.
06:14This is kind of tricky to do if you don't really know all the Web standards,
06:18but if you don't, you can simply install a plugin like wp-Typography, and a lot
06:22of that work is done for you.
06:25This isn't as much a visual thing that you will see on the front page.
06:29It's more a plugin that does stuff on the back end, that cleans up your content,
06:33and makes it better for browsers.
06:35So install it, play around with the settings, and see if you like it or not.
06:39When you create a WordPress site, you should always create contact page, and
06:43there are hundreds of different plugins that help you create contact pages, with
06:47contact forms on them.
06:49Contact forms are great, because they allow your visitors to send you a message
06:53without you giving them your e-mail address.
06:56You should never leave your e-mail address directly on your Web site, because then
06:59spambots will find your e-mail address, and start sending you spam,
07:03but if you put up a contact form, people can easily send you a message directly
07:07from your Web site, and then you can respond to them.
07:09There are hundreds of different plugins that will create contact forms.
07:13I like to use either the Contact Form 7 plugin, or this one called Fast
07:18Secure Contact Form.
07:19The Fast Secure Contact Form adds additional spam protection, through
07:24CAPTCHA, onto your site.
07:25So if you're worried that you will get a lot of crap, you can install this one,
07:29and it will add a level of security.
07:32One of my personal favorite plugins is called FancyBox.
07:36FancyBox is this neat plugin that attaches to your images, and what happens is,
07:42when you have a FancyBox plugin installed, and someone clicks on an image that
07:46links to a larger version of that same image,
07:49they will get this nice little box that pops up in their browser, that shows the
07:54image, along with a caption, or the title, and then they can see the image while
07:58being in the site, and close it down.
08:00So instead of having an experience where clicking on an image takes you away
08:04from the Web site, the image gets opened inside your Web site.
08:08There are several FancyBox plugins available inside the Plugin Directory.
08:12This one is very powerful, and it supports more than just images.
08:16You can also add things like YouTube videos into it, which is a really neat feature.
08:21When you have a lot of content on your Web site, you will notice that when
08:24you're on the index pages, and you scroll down to the end of the index page,
08:27you'll have two links;
08:29one that says Older Posts, and one that says Newer Posts,
08:33but I like to add more navigation to that, so that people can see how much
08:37content is available.
08:38For that, this WP-PageNavi plugin is great.
08:42It simply adds a proper page navigation bar at the bottom of your index
08:46pages, so rather than just having previous, or next, you now have a full range
08:51of buttons that let you navigate through different pages, and also navigate from page to page.
08:56It's a small little improvement, and again, there are many options for how to do this,
09:01but the WP-PageNavi plugin is a very simple way of adding this type of navigation.
09:05I am just going to warn you in advance that sometimes this doesn't work, and in
09:09some cases, you have to go and do a little extra work to make it work,
09:12but once it works, it's a good plugin.
09:16Finally, I encourage you to install the Yet Another Related Posts Plugin.
09:20This is a great little plugin that tracks all of your content, and figures out,
09:25for each post, what other posts are related to it, and then you can display that
09:30list of other related posts either in your sidebar as a widget, or somewhere within your post.
09:36The reason why you should install this plugin, which is also known simply as
09:39YARPP, is because when people read your content, you want them to stay on your
09:44site, and find other content, and this is a very easy way of showing them other
09:49stuff on your Web site that relates to what they're already interested in,
09:52so you keep them on your Web site longer, and you keep them engaged.
09:56Using the right plugins to extend the capabilities of your WordPress site will
10:00greatly enhance both the functionality of your site, and how well it reaches out
10:05to your intended audience.
10:07The plugins we've covered here are all tried and tested, and work well together
10:11to make your site a better place to be for you, and for your audience.
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Creating a contact page with a contact form
00:00Regardless of what your Web site is about, the reason why you put up a Web site is
00:04usually because you want to publish information out to the world, so that the
00:08world can find that information, and do something with it.
00:11Whether you are a company, or you are a blogger, or you're someone else who just
00:15wants to publish information on the Internet, chances are, the people who find
00:19that information will also want to get in touch with you about that information.
00:23For that reason, I think there should always be a contact page on any Web site,
00:28so that someone who visits the Web site can easily find out how to get in touch
00:31with a Web site owner, and talk to them.
00:34Depending on what kind of Web site you have, you may have different types of
00:37information on that contact page, but I do encourage you to add a proper contact
00:41page on your site, and add a link to that contact page right on the main menu, so
00:46it's easy for your visitors to know how to get in touch with you.
00:50Because we are making a Web site for a fictional art gallery here, I am going to
00:54add a Contact page that has extra information about how to contact us,
00:58including phone number, and address, and also other information, and then has a contact form.
01:04The reason why I want to use a contact form, rather than leaving my e-mail address,
01:08is that if you leave your e-mail address on the Internet, spambots, or computers
01:13that just run on the Internet will find your e-mail address, put it on a list, and
01:18then sell it to people who want to send you tons of spam e-mails.
01:22So leaving your e-mail address out in the open on the Internet is a really bad idea.
01:25It's a much better idea to create a form where you can collect the information
01:30you want from the people who contact you, and then it's up to you to contact them back later.
01:35It also has an added benefit for your visitors, because it's much easier for a
01:39visitor to fill out a simple form, and click Submit than it is to grab your e-mail
01:43address, open their e-mail program, and then write a subject line, and paste in
01:48your address, and then send the e-mail.
01:50So in this movie, we are going to create a contact page that has an e-mail form.
01:54To do that, we need to install the contact form plugin.
01:57So I am going to go to my Dashboard, to Plugins, and click Add New, and then I am
02:04going to search for one of the many contact from plugins available.
02:07This one is called Contact Form 7, and it's very basic, and easy to use.
02:13I click Search Plugins, and now I get both Contact Form 7, and some of the many,
02:19many, many, many other contact forms available, because the WordPress Plugin
02:23Directory has tons of contact form plugins, and which one you choose is really a
02:28matter of preference.
02:30I find Contact Form 7, and I am going to install it clicking Install Now.
02:36The plugin gets downloaded, and installed into WordPress.
02:39I can now activate it, and I get a new option down here at the bottom of my menu.
02:44Depending on what plugin you are installing, this menu option may appear in
02:48many different places.
02:49I've seen it appear under Appearances, under Plugins, under Tools, under
02:54Settings, and also as its own new tab.
02:57Where the menu item appears is entirely up to the plugin developer,
03:01so in some cases, after installing your plugin, you kind of have to go searching
03:05for it to find it in your menu.
03:07To set up a new form, I now click the Contact button, and I get to my
03:11Contact Form settings.
03:13When you install a Contact Form 7, you have a default contact form already created.
03:18It asks for a name, which is required, it asks for an e-mail address, which is
03:22required, it asks for a subject, and then has the message, and a Send button.
03:27From here, you can then choose to change this message.
03:30If you want to do that, you can click the Generate Tag button, and you can add
03:34extra text fields, or other information, and you can also change the settings of
03:38the Contact Form itself; both the e-mail that you receive from the contact form
03:43when someone fills it out, and here you can put in what it looks like, and where
03:46it gets sent to, and you can also set things like a second e-mail address, and the
03:51message that gets displayed when people fill out the form.
03:54I am just going to use the default settings.
03:57Now, because I want to install this contact form into a page, I need to grab
04:01this piece of code here, and copy it, and this is what I'll paste into the page I want to use.
04:06Now all that's left to do is create a new page.
04:09So I go to New > Page, call the page Contact, and I'll go down here, and paste in the form code.
04:20Now when I publish the page, and view the page, you will see that my page now has
04:26a contact form, where I can fill out my Name, my Email address, a Subject line,
04:31and a Message, and then click Send.
04:33But I want to add some extra information to this contact page, so I am going to
04:36go back to Edit Page, and then I'll go to my Word document, and grab that extra
04:42information that I want to publish. And because this is just a short code, I can
04:48treat it like any other text.
04:49So here, I can paste in my other text content, and format it in any way I want.
04:56I'll click Insert, we get the information, I'll do some simple formatting, and
05:05I'll say, Get in touch with us by filling out the form below,
05:15and make that a Heading2; update the page. And then finally, I want to
05:20turn commenting off,
05:21so I'll go here and turn Discussion off for both options, and update the page again.
05:29Now when I view the page, you'll see we have a Contact option on our main menu,
05:34the contact information is here, and the visitor can fill in the form, and when
05:38they do, the form automatically sends an e-mail to my e-mail address.
05:41So here, I can put in my Name, Morten, and my Email address, and a Subject line: Hey!
05:53I wonder if this is working!
06:01When I am done writing my message, I click Send, and if everything works right,
06:06the message should now be sent to my e-mail.
06:09So now I can log into my Web mail, and in my inbox, you now see I have a
06:19message from Morten, Hey!
06:22I wonder if this is working!
06:23And I can see all the information from that message.
06:25I see the from information, both who sent it, and the e-mail address to that
06:29person, the subject line, and the message body. And if I click Reply, it
06:35automatically replies back to the e-mail address that was entered in the form.
06:41Adding a contact form on your site makes it easy for your visitors to get in
06:45touch with you, without you in the process having to give away your e-mail address
06:48to everybody, and as you saw from this demonstration, adding a form using a plugin
06:53is a very easy process.
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Troubleshooting when a plug-in crashes a site
00:01Hosting your own WordPress site gives you pretty much complete freedom, but
00:04with that freedom comes responsibility.
00:07Because you are in complete control, you can inadvertently do things that end up
00:11breaking, or even worse, crashes your site all together. But don't worry;
00:16WordPress is a rock solid application, and if you do something that causes a
00:20catastrophic failure, you can usually fix it quite easily.
00:23The key here is to just keep you cool.
00:26When it comes to plugins, WordPress has gotten really good at catching errors
00:29before they become a problem.
00:31So if you install a plugin that's buggy, chances are, WordPress will simply block
00:36it from working, rather than crash your site in the process.
00:39However, there are some cases where you can actually manage to take down your
00:42entire Web site by installing a broken plugin.
00:45I am going to show you what happens when you install a plugin that doesn't work,
00:49and I will also give you some tips about how to avoid that from happening ever.
00:52If I go to my Dashboard, and I go to Plugins, I see all the plugins that I have installed.
00:59What you will notice when you start using your site is that these plugins keep
01:02wanting to update all the time.
01:04You usually get this warning here: there is a new version of, plugin name,
01:08available, and then you can view the details of that plugin, or you can
01:11update them automatically.
01:13You'll also get a warning up here in the WordPress toolbar saying that you have
01:17plugin updates available.
01:19My general recommendation is that you do any upgrade that comes up for plugins.
01:23However, you have to keep in mind that when you update a plugin, in some
01:27rare cases, bad things happen, and when they do, you need to know what to do to fix them.
01:33When I installed this version of WordPress, it came with an outdated version of Akismet.
01:38To upgrade it, I simply have to click this upgrade automatically button, or if
01:42there are many plugins that need to be updated at the same time, I can go to
01:46Update Available here, and I'll get a list of all the plugins that have updates
01:50available, and I can then click on all of them, and use the Bulk Actions to update
01:55all at the same time.
01:58Updating plugins works pretty much the same way as installing a plugin.
02:01You tell WordPress to update the plugin,
02:03WordPress will deactivate the plugin, download the new version of the plugin,
02:06install it, and reactivate your plugin.
02:09If everything goes according to plan, you get a message saying the plugin was
02:13updated successfully, and you can also see details for that new plugin.
02:16But what happens if you install a plugin that's broken?
02:20Well, if you follow my advice, chances are that will never happen to you.
02:25My advice is to never install a plugin unless you can find it either in the
02:28WordPress Plugin Directory, or if it's a well known plugin that a lot of people use.
02:33If you find some obscure plugin on the Internet that doesn't seem to have a lot
02:37of support, or it doesn't seem quite right, then don't even bother trying to
02:41install it, because chances are, there's something wrong with it.
02:43For example, I went on the Internet, and I found a plugin I built called crashy.
02:49It's a great little plugin that doesn't work.
02:52Since I found it on the Internet, and it's not available on the WordPress
02:55Plugin Directory, because it crashes Web sites, I have to upload it into my system manually.
03:00So I downloaded the plugin to my Dashboard -- it's right down here; it's called
03:04crashy -- and now I am going to upload it into WordPress, so I'll click Upload.
03:08Now I'll navigate to the file, I'll find the zip file, and I'll install it into WordPress.
03:16WordPress grabs the file, gets it uploaded into its system, and installs it, and
03:21now I can activate the plugin, and now I get this warning.
03:24Because this plugin is broken, because I wrote it that way, WordPress refuses to activate it.
03:30It says, there's something wrong, there is a fatal error, and then it even tells
03:34me where in the plugin that fatal error is; it's on line 47.
03:38And this is something really great:
03:40WordPress realizes that this plugin is broken, so instead of letting the plugin
03:44break my entire Web site, it just says, I am not going to use this.
03:47You can install it, but it will just sit here.
03:49As a result, the plugin appears down here as unactivated, and no matter what I
03:54do, I can't activate it. I can keep clicking Activate, but it won't actually activate.
03:59If I absolutely have to use this plugin, I can try to fix it myself, but I
04:03know, because I built it, that this is unfixable, so we might as well just
04:07delete the plugin here.
04:09However, there are certain very, very rare cases where you install a plugin,
04:13everything seems fine, but when you activate it, a cascade happens, where maybe
04:18two plugins are using the same function, or there is some sort of collision, and
04:22the whole Web site goes down.
04:24That experience can be quite jarring, because usually what happens is your
04:27entire Web site simply disappears.
04:30It turns into a white page and you can't log in to it anymore.
04:33This is really scary, and if that happens, here's what you do:
04:37you go to FTP application, you log in to your server, you navigate to where you
04:43installed WordPress, go to the wp-content folder, find the plugins folder, and
04:49here, you get a list of all your plugins.
04:51Now you find the one that you installed last, that you assume is the one that
04:55crashed everything, and from here, you can either rename the folder, or you
04:59can simply delete the folder all together, and that plugin is taken out of your system.
05:03So if I go in here, and I delete crashy; simply delete it, and reload my page
05:09here, you will see that right now we can see crashy as an option, but when I
05:15reload the page, we get this new warning that says Plugin file does not exist,
05:22meaning my plugin has disappeared.
05:24The reason why I'm still seeing the warning is because I reloaded the page while
05:28the warning was active, and you can see up here it says, error=true in the URL,
05:32but if I go to Plugins,
05:35I see that my plugin disappeared.
05:37So if you install a plugin, and your site crashes, immediately go to your FTP
05:42application, find the plugin folder, and delete that folder, and you should see
05:46your site go back up again. And that brings up an important point:
05:50when you install a new plugin, always install one plugin at a time. That way,
05:55if something goes wrong, you know what you did just before it went wrong, and you
05:59can fix it from that point.
06:02WordPress crashes can be incredibly scary, because they generally take your
06:05entire Web site offline, but the reality is that in almost every case, they were
06:10caused by whatever action you did last, and in most cases, that was install and
06:15activate a new plugin, or install and activate a new theme.
06:19Fortunately, you can restore WordPress to a previous, stable state by simply
06:23renaming the plugin folder, or deleting the plugin folder, by going into the FTP
06:28application, and going to your server, and that way WordPress can't find the
06:33broken file, and WordPress will reset itself back to a stable state.
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9. Working with Themes
Installing new themes from the WordPress Themes directory
00:00In WordPress the Theme is the collection of files that decides what your Web site
00:05looks like on the front end, and also how it behaves.
00:09By default, when you create a new WordPress site by installing WordPress on
00:13your Web server, you automatically get the default theme, which is called Twenty Eleven.
00:18You can see Twenty Eleven here.
00:20It may seem like a fairly basic theme, but as you start exploring all the functions,
00:26you will notice it's actually quite advanced.
00:27We will explore all the features of Twenty Eleven in a later chapter, but just
00:32to give you a preview, one of the cool things about Twenty Eleven is that it's a
00:36so-called responsive theme, meaning that it responds to the screen size, and will
00:41change to content depending on the size of the screen, so that if you visit this
00:45Web site using a mobile device, you will be able to see the same content, but
00:49formatted for the smaller screen.
00:52You can preview that by simply changing the size of the window you're currently
00:55using, and you will notice that as I change the window size, the frame responds
01:01by changing it's shape, and if I scroll down, you will see that things like the
01:05sidebar will pop in and out depending on how wide the screen is.
01:10The Twenty Eleven theme is one of thousands of themes available for WordPress,
01:15and you can also create your own themes if you want to.
01:18If you don't like the look of your site, you can, at any time, go in and change
01:23the theme to something else, and you'll change the look of your Web site to
01:26something completely different with just a few clicks of the mouse.
01:30The best place to find new themes is to go to the Free Themes Directory on wordpress.org.
01:36Here you have over a thousand themes that have been tested and approved by a
01:40crew of theme testers that are associated with the WordPress organization.
01:45If you use a theme from the WordPress themes directory, you will know that it
01:49works properly, and that its future proof, meaning that as WordPress updates, it
01:54won't break the site.
01:56There are a lot of really cool themes here that serve different purposes.
02:00You have everything from eclectic themes that appeal to artists, to very basic
02:05themes that appeal to developers, like me, that you can start from scratch with,
02:09to advanced modern themes, that do things like provide responsive design.
02:15If you want to view further information about any other themes while you are in
02:19the theme directory, you can simply click on the theme, and you go to the Themes
02:22page, where you can read the information, and you can also preview the theme in an
02:27active WordPress site.
02:29Once you find the theme you like -- let's say I like this Responsive theme -- you
02:34can then go back to your Web site, go to the WordPress toolbar, and select Themes,
02:40or you can go to the Dashboard, and go down to Appearance, and select Themes, and
02:45from this Manage Themes page, you can now either manage existing themes on your
02:49site, or switch to a new theme.
02:52As you can see, when we installed WordPress, we got two themes:
02:56the current theme, which is Twenty Eleven, and there is also the old default
03:00theme, called Twenty Ten.
03:03To switch themes, all you have to do is find a theme you like within your
03:06site and click Activate.
03:09So if I click Activate here, and I go back to my front page, you will see my
03:14Web site changed from the Twenty Eleven theme, to the Twenty Ten theme.
03:19But themes aren't all that different.
03:21What I want to do is change to a completely different theme.
03:24So I'll go back to the toolbar, and Themes, and then I'll select Install Themes.
03:31From here, I can either search for a theme based on Terms, or I can use this
03:35Feature Filter to select specific features that I want my theme to adhere to.
03:41I can go and check out Featured themes, and here we get a list of all the
03:45Featured themes. I can go and check out Newest themes, and these will be the
03:49newest themes that are uploaded to the WordPress theme directory, or I can see
03:54what has recently been updated of themes.
03:56I am going to search for a theme, and I am going to search for this one I found
04:00over here, called Responsive. So I will just say responsive, and click Search, and
04:07here we get both the Responsive theme itself, and also other themes that have
04:12the work responsive in its description, or in it's text.
04:15Now I can look at details for the theme I want.
04:18So I will click on Details, and this will open information about this theme,
04:22including the current Version, who wrote it, and also the user rating, and if I
04:28think I am going to install this, I can click Preview, and I get a live preview of
04:33this theme, so I can see what it looks like.
04:36If I like this theme, and I want to use it, I have to install it into WordPress,
04:40so that it becomes active.
04:42To do that, I am going to click Install, the installation dialog opens, and
04:47from here, I can click Install Now, and WordPress will do the same it did for the plugins.
04:52It will download the package, unpack it, and install the theme on my site.
04:58Now I can either Preview the theme, Activate a theme, or Return to the Theme Installer.
05:03I am going to return to the Theme Installer, and go back to Manage Themes, and now
05:08you see I have three themes available: Twenty Ten, which I just switched to, the
05:13original Twenty Eleven theme, and also Responsive.
05:17Before I activate the Responsive theme, I want to see what it looks like on my Web site.
05:21So I am going to click Preview.
05:25Now I get a preview of the Responsive theme with my content, and as you can see, I
05:30have my own buttons up here, so I have the Home, About, and Contact buttons, and
05:34if I click on the About button, I see the About page, with its content.
05:40But as you can see, this theme, by default, doesn't display all the content that I
05:45have on my site, which means there are site settings for this theme that I have
05:49to configure, and in our case, that's not what I want to do just yet.
05:52So I am going to go find myself a different theme.
05:55I will Close it, I will leave it in here for later, so I can play around with it
05:59when I have time, and then I will go and install a different theme instead.
06:03I will go back to Featured to see if there is something else that catches my eye,
06:08and if I scroll down, I find this theme called Esquire that I quite like.
06:12So I am going to install this theme. Same process; you install it, it is
06:18downloaded into WordPress, and then I can preview it directly, and this looks more to my liking,
06:25so I'm going to activate this theme.
06:27I will close it, and click Activate, and now when I go to my front page, you'll
06:35see that my Web site has completely changed.
06:37We are now using this new theme, rather than the original theme. And you also
06:41notice that I didn't actually make any changes to my content.
06:45All I did was I activated a new theme, and now my Web site looks
06:49completely different.
06:50It works the same way; I can still navigate to my single posts, I can click on
06:55different elements, but the appearance is completely different, and that's a
07:00whole point of themes.
07:02The themes represent the perfect separation of style and content.
07:06WordPress handles the content separately, so we can switch between different
07:10themes, and change the look of our site, without having to worry about rewriting
07:14or reformatting any of our content in the process.
07:18And finally, if I activate a new theme, and I have decide I don't like it, I can
07:22always go back to Themes, reactivate my default theme, which is Twenty Eleven, and
07:29when I go to the front page, we are back where we started.
07:32Adding a new theme to your WordPress site can add functionality, or just give it
07:37a new and exciting look.
07:38You can also use this function to add your own custom theme to get that
07:42perfectly individualized look.
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Installing new themes from the Internet
00:00Sometimes you'll find that the themes available from the WordPress theme
00:03directory just don't cut it, or you'll find the theme on the Web, or even buy a
00:08premium theme you like better.
00:10When this happens, you have to manually install the theme.
00:14That used to mean using an FTP client to upload files to your site, and then
00:19manage it manually, but you don't have to do it like that anymore, unless your
00:23server has very, very high security settings.
00:26In most cases, you can simply download the theme off the Internet, and install it
00:30manually into WordPress, using the WordPress interface.
00:34Let's say you went to my Web site, design is philosophy, and you really liked the
00:38theme that that Web site is currently running.
00:40Well, I have made that theme available for you to download, but it's not
00:45available in the WordPress theme directory, because it's kind of a wonky theme
00:48that I'm playing around with a lot.
00:50If you want to get that theme, you can go to WORDPRESS THEMES here, and find
00:55VIDUNDER, which is what it's called.
00:56You get to the page for the theme, and from here, you can download the theme file.
01:03Once you have downloaded the file, you can now upload that file into WordPress,
01:08and then activate this theme.
01:09So go back to your site, go to the WordPress toolbar, and select Themes, or go to
01:17the Dashboard, and go to Appearance, and select Themes.
01:21Then go to Install Themes, and instead of searching, click on the Upload button,
01:27and WordPress will allow you to upload a zip folder with a new theme in it
01:31directly to your site.
01:33I'll click Choose File, navigate to my Downloads, where I find the vidunder
01:38folder, click Open, and click Install Now.
01:43WordPress uploads the file, unpacks the folder, and now we can activate
01:48or preview the theme.
01:49So I'm going to return to the Themes page first, so you can see that this theme appears.
01:53And if I scroll down here, you see we now have the theme that I just
01:58uploaded available.
02:00You can preview the theme, and see what your own content will look like with it,
02:05and if you like what you see, you can click Activate.
02:11As you can see, the theme I downloaded from a Web site on the Internet, and then
02:15installed manually, operates the exact same way as the themes I downloaded from
02:20the WordPress theme directory, and installed inside WordPress. And when I now go
02:24to my front page, you'll see that we're running the same theme as I'm running on
02:28my blog, and you also see that this theme requires some customization.
02:33For instance, the sidebar looks really weird right now, and that's because of how
02:37I set up the sidebars in this particular theme, and that's also one of the
02:40reasons why it's not featured in the WordPress theme directory, because this
02:45theme requires some customization on your part for it to work properly.
02:50And this theme works exactly like the other themes we installed.
02:53The main menu is here, it has dropdowns, you can also go to a single post, and
02:59if you go to a single post, you see something kind of neat.
03:01If you scroll down, not only do you get the author profile for the author of
03:06this post, where you can follow a link to see all the posts by that author, and
03:10you can follow this author on Twitter, but you get a box here that shows other
03:15recent related posts to this post.
03:18The theme also has some fancy features built in, like the ability to hide or show
03:23this box with the author content, so you can easily get to your comments.
03:28Now, before you jump on to Google, and start searching for free WordPress
03:32themes, and just download anything you can find, and install it on your site, I have to warn you,
03:37there are a lot of free WordPress themes out there that have a lot of stuff in
03:40them you really don't want in your site.
03:43I've come across themes that will inject all sorts of bad stuff into your code,
03:48and themes that will add advertising to your site, or add exploits to your site,
03:52or other things you really, really don't want to have anywhere near your site.
03:56So if you're going to grab a theme from the Internet that's not featured in the
04:00theme directory, make sure that the person who made that theme is trustworthy,
04:05and also that this theme is fully supported, so that you know that other people
04:10are using it, and are not running into trouble.
04:13It's not necessarily dangerous to download themes off the Internet, and install
04:17them yourself; you just have to be careful, so you don't accidentally install
04:21something you'll regret later.
04:23Regardless, adding a new theme to your WordPress site can add a lot of extra
04:27functionality, especially if it's a custom theme like the one you're seeing here,
04:31or if you decide to build your own theme, or even a child theme, you would use
04:36this exact same process to install that theme into WordPress, and activate it.
Collapse this transcript
Configuring themes
00:00When you install and activate a new theme, you're changing not only the
00:04appearance of your WordPress site, but often also adding, augmenting, or
00:08subtracting functionality.
00:10For this reason, whenever you activate a new theme, it's a good idea to dig
00:14through the theme options, and whatever documentation is available, and also test
00:19to make sure the site works as before.
00:21As you can see, after we activated this Vidunder theme on our site, things
00:27look a little wonky.
00:28That's because the theme has specific options that we haven't activated yet,
00:32and as a result, because we haven't activated them, things don't look the way they should.
00:37For example, we have this weird sidebar here that looks quite odd, and if we
00:43go and look at another site that's running the same theme, you'll see that
00:46this site has a custom logo, and also a Twitter box up here in the corner,
00:51that we don't have yet.
00:52In fact, this theme ships with a lot of extra functionality to it,
00:56but you have to find that functionality to be able to use it.
01:00A general rule of thumb is, any time you install a new theme, you should always
01:04go and read the documentation.
01:06This goes for pretty much everything in life; any time you get something new, you
01:10read the documentation for it, but it's worth repeating.
01:13On the page I built for this theme, if you scroll down, you'll find a section
01:18for Setup that outlines every single feature you can customize on the theme,
01:23and by reading this Setup list, you'll be able to get a better idea of what you
01:26can do with this theme.
01:28But you don't have to read it.
01:29You can also just go straight into the Dashboard, and start looking for
01:33the features yourself.
01:35If we go to the Dashboard, you'll find that, more often than not, most of the
01:40features attached to a theme can be found under the Appearance tab.
01:44The Appearance tab has to do with the appearance of your site, and depending on
01:48the theme you're using, you'll often find a Menus option, a Background option
01:53and a Header option.
01:55If I select the Background option, for example, you'll see here I can upload a
01:59Background Image, and I can also change the Background Color.
02:03So if I go here, and I select a random color -- let's say I want a shade of
02:08blue -- and click Save Changes, and then go back to my front page, you'll see my
02:14theme changed to blue.
02:17That still leaves this weird sidebar that doesn't look quite right.
02:20Well, we're jumping ahead here, because we'll cover how to deal with widgets
02:24later in the course,
02:25but I'll give you a little preview.
02:28If I go to my toolbar, and go to the Site, and select Widgets, I can configure
02:33the widgetized areas in my site, and right now, you see that I have extra widgetized areas.
02:39I have an area called Custom Area, and this says Custom widget area, full width,
02:43and jammed up against the header. And when I look at my site -- I'll open it in
02:48a separate window here -- you'll see that, that explains why these widgets look weird;
02:53because this widgetized area is obviously meant to contain image information,
02:57like what you have on the main site here.
03:00So what I need to do here is move these widgets to a different widgetized area,
03:05and conveniently, we have that area directly underneath.
03:08It's called Primary Widget Area.
03:10So I'm simply going to grab my widgets, and pull them down to the Primary Widget
03:15Area, and now, without even saving, if I go and reload my front page, you'll see
03:23that now the sidebar looks much better.
03:26What I've done here so far is a process that applies to any theme you install.
03:30When install a new theme, always read the documentation first, and then go
03:34through your WordPress Dashboard, and see if you can find new features and
03:38functionalities, and try to play around with them to see how they configure,
03:42because although the content itself doesn't change when you change a theme, the
03:46way that content is displayed changes quite dramatically, and different themes
03:50have different ways of displaying different content.
03:53So by understanding your theme, you can utilize all the different features
03:57within that theme much better.
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Best practices for working with themes
00:00WordPress is an open-source application. That means both the application itself,
00:05and most the stuff you can find and attach to WordPress, like plugins, and themes,
00:09are all developed by people like you and me;
00:13enthusiasts who just want to expand on the application, or want to make it better.
00:17Unfortunately, that also means that some of the stuff you find, like themes, and
00:21plugins, may not be all that great, and in some cases, the people who build it may
00:27even have nefarious content built into the themes, so they can do exploits
00:31on your sites, or do something really evil.
00:34As a result, there are some basic rules I want you to follow when you install a
00:38new theme on their site,
00:40the most important one being you should really try to only install themes that
00:44you find inside the WordPress theme directory, because all the themes in the
00:48WordPress theme directory have already been vetted by people who know what
00:51they're doing, and tested to make sure they work properly, and they don't have any
00:55evil code in them, and that they'll work also in the future.
01:00The next rule is, if you want to use a theme you find somewhere online,
01:04try to test it in a local environment first.
01:07Install WordPress using BitNami, or WAMP, or MAMP on your computer, and test the
01:12theme on your computer before you publish it online.
01:16That way, if something's off, you will know, and you won't accidentally publish it
01:20to the Web, and have your Web site exploited.
01:24The next rule is, if you have a theme, make sure it's always up to date.
01:29Theme developers tend to roll out updates for there themes all the time, so
01:33that when an update comes available, make sure you update your theme, so that it always current.
01:39There's also something called premium themes that are available. You can buy
01:42these premium themes, and install them on your site, but I'm not a really big fan
01:47of premium themes, and here's the reason why:
01:50a lot of premium themes add functionality to your sites that WordPress already does.
01:55For example, many premium themes will have their own custom menu options, even
02:00though WordPress already has a custom menu option.
02:03As a result, if you deactivate the premium theme later, and then try to use the
02:07menus, you'll notice that all your custom menus have disappeared. That's really
02:11unfortunate. That said, some premium theme manufacturers create great stuff.
02:16So if you want to install a premium theme, make sure you do your due diligence,
02:21and ask around first. Go on Twitter, or Facebook, and ask people, hey,
02:25have you used this theme before? Do you know this theme manufacturer? Are they good
02:29at what they do? And so on, to make sure that if you're spending money on themes,
02:33you get some good stuff.
02:35The most important thing, though, is if you're using WordPress, I encourage you to
02:39really learn how it works, because if you learn how it works, you can start
02:43building your own stuff, and that's always the best thing.
02:47Do what I do: build your own themes. Design them, build them out, and get more
02:52advance, so you understand how WordPress works, and you're able to create a
02:56Web site that looks and behaves exactly the way you want.
03:00There are some great courses on Lynda.com both by me, and by other people, who will
03:06show you how to create great WordPress themes from scratch, or to create child
03:10themes, or to create extensions to themes, so you can really use everything
03:15WordPress can do for you.
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Customizing WordPress for smartphones and tablets
00:00In the past few years, the Internet has seen a mobile revolution.
00:04By that I mean more and more people access the Web using mobile devices, like
00:08smartphones, and tablets.
00:10The problem is that most Web sites are designed and developed to fit on bigger
00:15screens, and when you use a mobile device with a smaller screen, you get a
00:19suboptimal experience.
00:23I think you know what I am talking about;
00:25when you go to a Web site, and you have to keep zooming in and out to see content,
00:29or scrolling left to right, or have a really hard time navigating.
00:32That's because that Web site was not designed to work on mobile devices.
00:37To solve this problem, there are mobile plugins available that change the
00:41appearance and functionality of your site when visitors use smartphones or tablets.
00:46In addition, you can activate so-called responsive themes that automatically
00:51conform to the size of the screen.
00:53The default theme you get installed when you create a new WordPress site, the
00:57Twenty Eleven theme, is a responsive theme.
01:00That means, if you resize the window you're displaying the theme in, the
01:04content will automatically respond, and adapt to the size of that screen, and
01:10jump around, and refit.
01:12For a more advanced example of responsive design, you can take a look
01:16at blendinsider.com.
01:18It's a Web site we built for Microsoft that had to be responsive, because they
01:22have a lot of content.
01:24As you can see, at the top we have this slider, where you can slide through
01:28stories, and you also have these boxes.
01:31And as I resize this window, you'll see that the slider changes shape, and when
01:36we get to a small enough size, those boxes that were on the side will
01:40automatically jump down below the rest of the content.
01:44The whole idea of responsive design is that you have one coherent design that
01:49responds to all different screen sizes.
01:51So no matter what kind of device you use to access this content, you'll always
01:55see the same Web site, just in different configurations.
02:00If you're going to launch a WordPress site today, and you want to have a theme
02:04only, then I recommend you use a responsive theme like Twenty Eleven, and there
02:08are lots of other responsive themes available on the WordPress theme
02:12directory right now.
02:13So if you go to your site, under Themes, and you go Install Themes, and search
02:20
02:20for responsive, you'll find several themes available that are all responsive, and
02:26will all conform to the size of the screen.
02:29But sometimes, you may want to have a custom experience just for mobile users.
02:35If that's the case -- and in many cases it is -- I recommend you install a specific
02:40plugin known us WPtouch.
02:43WPtouch comes in two varieties: there is the free variety, and the pro variety,
02:48and you can read all about it by visiting bravenewcode, which is the company that
02:52makes the WPtouch plugin.
02:55What's so cool about the WPtouch plugin is that it creates a completely
02:59different and customizable experience for mobile users, that's much more touch
03:04friendly than anything you'll get, even in responsive design.
03:08WPtouch is designed specifically to work with all smartphones, and also with the
03:13most popular tablets.
03:15You can install WPtouch directly from the plugin directory by going to
03:20Dashboard, selecting Plugins > Add New, searching wptouch, in one word, and installing it.
03:32When you activate the plugin, you'll see that on your regular site, nothing much
03:38happens; it's the same Web site.
03:40But if you were to visit your site using a mobile device, you would now get a
03:45completely different experience.
03:47You can change the settings of the WPtouch plugin to customize that experience
03:51even more by going to Settings, and selecting WPtouch, and here you land on the
03:58WPtouch settings page.
04:00From here, you can change anything from the language, text direction, you can
04:05also set things like the site title specifically for mobile devices, you can
04:09include or exclude categories, and tags, you can decide what icons you want to
04:14use, and you can even leave custom footer messages, and so forth.
04:19WPtouch is a very advanced plugin, and there are a lot of interesting features here.
04:23And if you decide to upgrade to the pro plugin, you get even more features,
04:28and more functionality.
04:30I like to use WPtouch, because it's literally plug-and-play.
04:34You just install it, and it works, and it works really well.
04:36And if you want to, you can start customizing content by attaching specific icons,
04:42like the ones you see here, to specific functions within the user interface,
04:46to get a more custom experience for your specific site.
04:51Enabling your site to play well with mobile devices, either through a responsive
04:55theme, or a mobile plugin, will greatly improve the user experience for the
04:59visitor when they visit your site on a mobile device.
05:02Today, adding mobile component, either a responsive theme, or a mobile plugin, is
05:08an absolute must for anyone who is creating a Web site.
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10. WordPress behind the Scenes
Accessing the wp-content folder
00:00When working with WordPress, most of what you need to do can be done through the admin panel.
00:05But every now and again, you need access to the core of the site to make changes.
00:09This could be when something goes wrong with a new theme or plugin, or when you
00:13want to do some customization, or if you just want to figure out why something is
00:17not working quite right.
00:18When you upload content into WordPress, whether it be installing a new theme, or
00:23a new plugin, or when you upload images, or other media files, you're actually
00:27putting them onto your server, under a folder called wp-content.
00:32And from this folder, you can override what WordPress is doing, and also see
00:36what's happening if something is going wrong.
00:38To get to the wp-content folder, you have to go to your FTP client.
00:42So I'll open my FTP client, and I'll log in to my site.
00:48And here, under the root folder, I find wp-content.
00:51When I open this folder, you'll see several different folders, depending on how
00:56you've configured your site.
00:58The folders that will always be in this folder are plugins, and themes, and most
01:03often also uploads, unless you change that in your settings.
01:07In addition, you'll often find the upgrade folder, which contains information
01:11about your upgrades; both your theme upgrades, and your plugin upgrades, and
01:15your WordPress upgrades.
01:17If we go into the plugins folder, you'll see how it works.
01:20It's very straightforward.
01:22Every time you install a new plugin into WordPress, you're actually putting a
01:25new folder into the plugins folder, and each of the plugins lives on its own,
01:31just like what you see here.
01:32Meaning if you want to add new plugins into WordPress, all you have to do is
01:36add a new folder in here, and WordPress will automatically recognize that new
01:40plugin, and ask if you want to activate it.
01:43Likewise, if you want to delete a plugin, or if a plugin breaks, or something
01:47else goes wrong, you can simply go in here, select the plugin folder, and delete it.
01:53A good example of how to use this folder is if you want to upgrade a plugin, but
01:57you're afraid that that upgrade might break something.
01:59When I think that might happen, what I do is I log in to my FTP client,
02:04I grab the existing plugin folder, and copy it over to my computer, so that I
02:09have a backup of the original plugin that I know works.
02:12Then I can go into WordPress, and upgrade the plugin, and see if everything works.
02:17If it doesn't, I can go back in through FTP, delete the new plugin, and bring
02:22back the old one, and everything will go back to normal again.
02:26The themes folder has the exact same structure.
02:29As you can see, each theme has its own folder.
02:33And just like with the plugins, when you add a new theme, what you're actually
02:37doing is placing a new folder into the themes folder, and then WordPress will
02:41automatically recognize that folder, and register that new theme.
02:45And likewise, if something goes wrong with a theme -- let's say you install a
02:49broken theme, or if the theme stops working for some reason -- you can go in here,
02:54grab the theme folder, and simply delete it, and WordPress will fall back to one
02:58of the default themes.
02:59The only thing you should never do when you're in this theme folder is delete everything.
03:04If you delete all the themes, then WordPress simply won't work,
03:07but as long as you have one of the default themes -- twentyeleven, or twentyten -- in
03:12this folder, WordPress should work just fine.
03:16In addition to the plugins, and themes folders, we also have the uploads folder.
03:21If you didn't change your uploads settings inside WordPress, every time you
03:25upload content to WordPress, whether it be images, documents, PDF files,
03:31videos, or audio, they all get stored inside the uploads folder, based on the
03:36year, and the month.
03:38So when you open this uploads folder, you will find a folder for each year
03:42you've been using the site, along with a folder for each month.
03:45And then under that month, you'll find all the files you've uploaded.
03:49You also see here that when you upload an image to WordPress, WordPress actually
03:53makes a bunch of different versions of that image for you.
03:56So I uploaded this one image here, and then WordPress made five different sizes for me.
04:02This is important, because these sizes are dependent on the theme.
04:07In this case, because I'm using this Twenty Eleven theme that has this big
04:11header graphic at the top here, whenever I upload an image, I automatically
04:16get an image created that will fit into that box if I choose to use that image
04:20as the featured image.
04:22I also get other sizes created that are defined either inside the theme, or
04:26inside the WordPress media settings.
04:29But if I activate a new theme that uses a different type of sizes of these
04:33images, I need to then regenerate new images for this new theme, so that the
04:39images will still fit within what the theme requires.
04:42You can use a plugin to do that, or you can do it manually, but it has to be done,
04:46otherwise things won't work quite right.
04:52The wp-content folder is the only folder that WordPress will change when
04:56you upload content.
04:57That also means, if for some reason you need to delete WordPress, the
05:02application, off your server, and reinstall it, or if you need to do what's called
05:07a hard update, where you download a fresh version of WordPress onto your
05:11computer, and then publish the new files onto your server, rather than using the
05:16automatic update, you always need to keep in mind that you should never change
05:21the wp-content folder.
05:23If you want to change WordPress as a whole, you should leave the wp-content
05:27folder, as well as the wp-config folder, alone.
05:31Everything else inside the WordPress application can be deleted, and reinstalled,
05:35but wp-content, because it contains all your plugins, all your themes, and all
05:40your uploaded files, would be very foolish to delete, because if you delete
05:45it, then you lose all your themes, your plugins, and your uploaded files.
05:49That also means if you're doing backups of your WordPress site onto your
05:53computer, the folder you should care about backing up is this wp-content folder,
05:58because it contains all your customizations.
06:01Understanding the file and folder structure of your WordPress installation is
06:05vital if you're going to do any advanced development, or other work.
06:09Fortunately, all you really need to know is that the files you want are almost
06:14always stored in the wp-content folder.
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Manually installing themes and plug-ins
00:00Even with all the in app features of WordPress, and the ability to upload and
00:04install new themes and plugins right from the admin panel, there are situations
00:09where you may need to do a fully manual upload.
00:12This could be because you're developing a new theme, and you're just changing a couple of files,
00:17or because an installation went wrong when you did the automatic install, or
00:22because a file got corrupted on the server, or because the server has very
00:26high security settings, and WordPress is not allowed to install new theme
00:30folders on its own.
00:31In all these cases, you can still install both themes and plugins, but you
00:35have to do it the manual way.
00:37To do that, you have to download the zip folder onto your computer, and then use FTP
00:42to push the files up to the server, so that WordPress can see them.
00:45Let's say I want to install this AutoFocus 2.0 theme.
00:49AutoFocus 2.0 is not available in the WordPress theme directory, and
00:53for arguments sake,
00:55let's say that my Web host had such strong security features that I couldn't use
00:59the regular install method to upload a zip file to WordPress.
01:03In that case, I have to go and find the zip file manually, download it on to my
01:07computer, and then I have to unpack it, so I get the folder itself.
01:17I'll dump that folder on to my Desktop, and now I can go to my FTP client, and
01:22log in, and then I can upload the file.
01:24So I'll go to my wp-content folder, and themes, and then before I upload it, I'll
01:31just show you that it's not currently there.
01:33I'll go in, and look at Themes, and you see, right now we have Twenty Eleven, we
01:40have Esquire, we have Responsive, we have Twenty Ten, and we have Vidunder.
01:45But if I go back to my Desktop, and I grab the autofocuslite folder, and simply
01:51dump it into the themes folder in my WordPress Installation, and I let the FTP
01:55application push all the files onto my server, I can now go back, and reload the
02:00Themes page, and you see now AutoFocus Lite is installed.
02:06I can Preview it, and if I want to, I can activate it.
02:11To remove the theme as an option, I can now either delete it from inside
02:14WordPress itself by clicking the Delete button, or I can go back to my FTP
02:19client, find the folder, and simply delete it.
02:25With the folder deleted, the option disappears inside WordPress.
02:30The same goes for plugins.
02:32Let's say I can't install plugins automatically using WordPress, but I find a
02:37plugin in the WordPress Plugin Directory I want to use.
02:40Let's say I want to use this FancyBox plugin.
02:42So I'm going to grab Easy FancyBox, and from the Plugin page, I can download a zip
02:50file of this plugin to my computer.
02:52So I'll download it, extract it onto my computer, and do the same process.
03:03I'll move Easy FancyBox to my Desktop, go to my FTP application,
03:10open the plugins folder, and simply drag and drop easy-fancybox in.
03:16When all the files are uploaded, I can now go back to my Dashboard, go to
03:21Plugins, and Installed Plugins, and you'll see that Easy FancyBox is now available for me.
03:27And if I go back and delete Easy FancyBox on the server, when I reload my
03:35Plugins page, Easy FancyBox is gone.
03:38Knowing how to manually manage and upload themes and plugins to your site gives
03:43you full control over every aspect of your site.
03:45And more importantly, it gives you the power to make quick changes when
03:49something goes wrong.
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What to do when your site crashes
00:00I don't want to scare you, but the reality is, with a self-hosted
00:03installation of WordPress, you're pretty much guaranteed that at some point in
00:07time, you'll run into trouble.
00:09Fortunately, when you do run into trouble, it's usually because of something
00:13very simple, like installing a broken plugin, or a broken theme.
00:17And because it was caused by a simple problem, it usually has simple solution.
00:21To give you an idea of what might happen, I'm going to show you some examples of
00:25how your site might break, and also how you can fix it.
00:28Let's say I went to the Internet, and I found some really awesome stuff that I
00:32need to install on my site.
00:34I found this crashy plugin, and the crashyTheme that, according to the theme
00:39and plugin authors, are the number one most popular plugins and themes that
00:44anyone ever installs, and all professional WordPress users use these, so
00:47therefore, I must too.
00:49Because I've downloaded them off the Internet, I have to use the manual
00:52install to install them.
00:53So I'll go into SAMOCA here, and I will go to Plugins, and click Add New to
01:00install the crashy plugin. I'll go to Upload, choose the file, navigate to the
01:06crashy plugin, and install it, and everything seems to be working fine.
01:12But when I click Activate Plugin, WordPress detects an error in my plugin.
01:18This is a fairly common error, that there's something wrong in the plugin, and
01:21therefore, it won't run.
01:22But in some cases, you'll have error cascades.
01:26There might be a plugin that contests with another plugin, and it triggers a
01:29whole pile of errors.
01:31I've seen several hundred errors appear at the same time, and when that happens,
01:35WordPress might stall, and you won't be able to do anything.
01:38If you get a simple error like this, all you have to do is delete the plugin
01:42you just activated, and then everything should be fine.
01:46But in the cases where the errors are so severe that you can't really use your
01:50interface anymore, you have to do something a little more drastic.
01:53If that's the situation, you need to use your FTP client to go into the
01:58back end of your site, so navigate to wp-content, and plugins, find the
02:04offending plugin you just installed --
02:06in this case, crashy -- and simply delete it.
02:09When you delete the plugin, and then go back to Installed Plugins, you'll see
02:13the plugin is gone, and so is the error, and everything should go back to normal.
02:18If you did a blanket update of all of your plugins, and you all of a sudden
02:22have a site that doesn't work, it usually means that one or more of your
02:26plugins has broken.
02:27So what you then need to do is go into your FTP client, move all of your
02:32plugins away from your server -- so put them in a folder on your computer -- and
02:36then one by one, drag them in, and activate them.
02:39That way, you'll find out what's clashing, and what's not working properly.
02:44What you saw here was a fairly simple and easy to deal with error,
02:48but what if the error is much more severe than this?
02:51Let's say I install the crashyTheme.
02:54I found it on the Internet, so I have to use the manual install.
02:57I'll go here and click Upload, choose the file, find crashyTheme, install it,
03:07and so far, everything seems to be working fine.
03:10I'll go to my Themes page, and I can see that the crashyTheme is installed, but
03:14already, I can see it looks kind of suspicious.
03:16It has no thumbnail, and the description -- The best theme ever built.
03:21All professional WordPressers use the Crashy Theme -- has way too many exclamation
03:25points to be serious.
03:27Even so, I'm not even going to preview it; I'm just going to activate it.
03:32And my whole Web site disappeared.
03:34This is a rather scary situation.
03:37Not only did my Web site disappear, but I can no longer visit the front end.
03:41No matter where I go, it's just gone.
03:46I can even go through a different Web browser, and try to visit it here, and
03:49you'll see, the site is simply a white page.
03:54Nowhere to log in, no content; it's simply gone.
03:59So what do I do?
03:59Well, I already know what caused this.
04:02I installed a theme that clearly doesn't work properly, right? And I have a theory
04:06that that might be what it is,
04:08so I'm going to go back into the FTP client, find -- under wp-content -- the themes
04:13folder, and here, I'm simply going to rename the crashyTheme folder to something else.
04:18So I'll say crashyThemeBROKEN, and this is enough to confuse WordPress.
04:24So now WordPress will try to find the crashyTheme folder, but it can't find the
04:29crashyTheme folder, so it'll just default back to the default theme instead.
04:33So when I reload my admin page, I land back on my admin page, and I get this
04:39warning: The active theme is broken.
04:42Reverting to the default theme.
04:43That's because it can't find crashyTheme anymore, since it's under a different folder.
04:48So now I can go and find Twenty Eleven, and activate Twenty Eleven instead, and
04:55on the front page, my site is now back and working again.
05:00Now that I know it was the crashy theme that was the offending theme, I
05:03should really go into my FTP again, and delete crashyTheme, so that won't
05:07happen again by accident.
05:10Having your Web site go down completely is the most scary thing that can
05:14happen in WordPress.
05:15I've seen it happen to several people. I've even had it happen to myself several times.
05:21But the good thing is, in almost every single case,
05:24the reason why it's happening is because there is a theme or a plugin installed
05:28that's making a big mess of things.
05:31And the way to resurrect everything back to the way it was is usually to simply
05:35either find the broken theme, or to move all the themes out, except for the
05:39default theme, and then slowly move one theme in at a time, until we find out
05:43which one breaks your site.
05:45The reality is, breaking WordPress permanently is extremely difficult, because
05:50you'd have to break the database.
05:52All the theme files, and all the other stuff is just peripheral, and you
05:56can always replace it.
05:58When something goes wrong with your WordPress site, the number one thing to
06:01remember is that it can almost always be fixed.
06:04Usually, catastrophic errors, like your entire site going down, are actually
06:09caused by very minor issues that can be fixed in less than five minutes.
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11. The Twenty Eleven (Default) Theme
Exploring theme options
00:00One of the great things about working with an application like WordPress is that
00:04it's in constant evolution.
00:06An example of that is the introduction of the new Theme Customizer functionality
00:11that came with Version 3.4 of WordPress, which was released shortly after we
00:16created, The WordPress Essential Training courses.
00:19So before we dive headfirst into how you can customize the Twenty Eleven theme,
00:23let me give you a preview by using the Theme Customizer, so you can see how cool
00:28this new feature is.
00:29The Theme Customizer is accessible from two different locations in WordPress.
00:34You can either access it from the front -end by going to the WordPress toolbar
00:39and dropping down and selecting Customize, or you can go to the back-end, go to
00:45Appearance > Themes, and click Customize under the currently active theme. Both
00:51will take you to the same place.
00:53So I'll click on this and open it.
00:56What you have here on the right when you open the Theme Customizer is the
00:59currently active theme, in this case Twenty Eleven, that's customized in
01:03whatever way it was configured.
01:05On the left, you have all the customization options that come with the Theme
01:10Customizer, and depending on the theme, this list will be longer or shorter.
01:15This list gives you information about the theme and also gives you all the
01:18customization options the developer has allowed you to use inside the Theme Customizer.
01:24So from the top you get information about the theme; here we see a preview image
01:29and some text, and then from here on, we get all the customization options.
01:33Now what's really cool about the Theme Customizer is that you can now experiment
01:38with your theme and make changes to it that only appear on your computer, and
01:43it's not until you save it that other people can see it, which means you can
01:47change features on your site and see if they work before you publish them.
01:51Let's say for instance, I want to change my Site Title & Tagline.
01:54Now if you're looking at the site right now, you see there is no site title and
01:58tagline, and depending on where you are in the course, you may not have actually
02:03configured the site to look exactly like what it is now, that's because what
02:07you're looking at is the final project in this course, and I've just kind of
02:12jumped ahead, because we're recording this later.
02:14So first I'm going to reactivate the Site Title & Tagline by dropping down the
02:18option and going down here and say Display Header Text.
02:21When I do that, you see the preview changes immediately and we now have the
02:26site title and tagline.
02:27And now I can go and edit it.
02:29For instance, I can change the Site Title to Samoca Gallery, and as I do that,
02:34you get an instant preview of what that's going to look like.
02:38And that preview is permanent on the site, on your computer, so you can even
02:42navigate and see that that preview stays.
02:46If you don't like what you just did, you can simply go and edit it back, and you
02:52are back to where you started.
02:54So I can go turn off the Header Text again and it just disappears.
02:57Going down I can also change the colors, in this case the Background Color of the theme.
03:02I can go and change that to a red for instance, you see it appears down here as red.
03:08And you can literally experiment until you find the color you want, which is
03:13really cool, because previously, you would have to go in, change the color,
03:17preview, and then go back and change the color and preview.
03:20But now you can do all that in the Customizer and see what it ends up looking like.
03:24I'll set that back to white. You can also change the Header Image.
03:28What you see here is a large header image I uploaded and if I go to the Header
03:32Image option, you'll see the preview of that image and here I can also go to my
03:37computer and either drag and drop the file in, or I can use the browser to select
03:41the new file, or I can go check previously uploaded files I've used for the
03:45header and select one of those, or if the theme supports it, I can select one of
03:49the Default header images.
03:50When I select them, they automatically preview in the Window, so I can see what
03:55they're going to look like, and again, I can navigate somewhere else in the
03:58site and see that it stays the same, so I can really test out the header image
04:03before publishing it.
04:04If I don't like what I just did, I can simply go back to Uploaded, select the
04:08original image again and I'm back where I started.
04:11Likewise, you can set the Background Image.
04:14Right now we have a tiled background image that goes from left to right, but
04:18here I can change the settings.
04:20I can set it to No Repeat.
04:21I can set it to see that it appears again and again and again.
04:25I can set it to Tile Horizontally, which is what I did.
04:28And I can also change things like the Background Position of the image, and also
04:31whether or not it's Fixed or Scrolled.
04:34This allows you to experiment with different background images and see what they
04:38look like on the site before you publish them.
04:41At the bottom, we have two options that will appear on every theme.
04:44There are Navigation, which gives you all the different navigation areas on the
04:48site, and allows you to define what menu to display in that navigation area.
04:53So for example, in the header here, if I want to change the Header menu to the
04:58Sidebar menu I defined, I simply click it and it changes.
05:02And I can also change whether I want the front page to be my latest posts or a static page.
05:08Once you are done with your customizations and you're happy with what the site
05:12looks like you can click Save & Publish,
05:14and what you see in your computer will become public for everyone, or if you
05:18don't like it, you can click Cancel and WordPress will jump you back to where you started.
05:23That means if you activated the Theme Customizer from the front-end, you will
05:27land on the front-end, and if you activated the Theme Customizer from the
05:30back-end, like I just did, I land on the back-end.
05:34And one last thing, the Theme Customizer is an addition to the functionality
05:39that's already in WordPress.
05:41That means all the stuff I just did, changing the header image, changing the
05:45background, all of that is still available inside WordPress Admin.
05:48We can still go to menus and change the menus.
05:51We can still go to Header and configure the header, we can still go to
05:55Background and configure the background, but the Theme Customizer makes it
05:59easier to preview what you're doing without having to jump back and forth
06:03inside the menus.
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Setting a custom background
00:00The Twenty Eleven theme comes with a whole slew of customization options,
00:04including changing the background.
00:06You can change both the overall background color, and also attach a background
00:10image to your site, to create some interesting looks.
00:14Let's first go reset the theme back to its default look.
00:17So I'll go to my site, to my Dashboard, go to Appearance, and select Theme
00:23Options, and I'm going to reset back to Content on left, and now I'm going to go
00:29change the background color.
00:31So under Appearance, I have this new option called Background.
00:34This, again, is something that appears if it's activated in the theme, but if
00:38your theme doesn't support background, you won't have this option.
00:41So I'll click Background, and this takes me to the Custom Background page.
00:45From here, I can either upload a background image, or I can set a
00:49custom background color.
00:51So let's do that first.
00:53I want to go in and Select a specific color that I want to use.
00:55I'm going to pick a blue, I'll find a nice light blue color, and then I'll
01:03simply click Save Changes.
01:06I'll open the site in a separate tab, so you can see it, and here, you see the
01:10background now has this nice blue color.
01:13I can go in again, click Select a Color again, and change it to a different
01:17color; maybe I want it to be darker. Click Save Changes, reload the page, and we
01:25get a darker background.
01:27So here, you can play around until you find the exact right background color you
01:31want for your content.
01:33But there are more options.
01:34I'm going to Clear my Background Color back to default, and then I'm going to
01:39use a background image instead.
01:41So I'll go here to Upload Image, and choose an image I want to use as
01:45my background image.
01:46I'll navigate to my Assets, and go look at Images, and here I have the image I want to use.
01:53It's this weird bannery painting.
01:55So I'll click Open, and Upload. The image now gets uploaded into the system,
02:01and WordPress gives me a preview of what this image is going to look like as the background.
02:05Now, this is kind of a zoomed out preview, so it won't necessarily look exactly
02:09like this, but you'll see what it will look like soon.
02:12First, I'll simply Save Changes the way they are, and go back to my Web site, and
02:17reload the page to take a look at it.
02:19And here you see, we have the Background Image in the background, and you can
02:23also see that it tiles.
02:25If I zoom out, you'll see it better.
02:27What's happening here is WordPress is putting up the image, and then putting up
02:31the same image again, and than putting it up again, and so on, and so forth, from
02:35left to right, and then from left to right again.
02:38So it's filling my background with the image; tiling it.
02:42I can change that setting by going back into Background, and scrolling down, and
02:47you see that here I can change the Position.
02:49So I can change it from Left, to Center, to Right.
02:53I can also change the Repeat factor.
02:55I can set it to No Repeat, and then only one image is displayed.
02:59I can then change it to Center, or to Left again.
03:02I can also set it to the default, which has full tile, and then I can set it to
03:06tile only horizontally, or only vertically.
03:09So depending on what I'm using this image for, one of these features may make sense.
03:14For example, if I tile it horizontally, and then go down here under Attachment,
03:19and set it to Fixed,
03:20you'll see that when I Save the Changes, and reload my page, I get the
03:26background image, but as I scroll down, the background image stays in place,
03:30because it's fixed to the background.
03:32That way, I don't need to tile it vertically, because we never get down to the
03:36point where the image ends.
03:38But this kind of looks wonky.
03:40I want to use a different type of image, and I'm going to use the tiling feature
03:44to create a gradient effect.
03:46What I'll do is I'll remove the current background image by clicking
03:50Remove Background Image.
03:51I'm then going to upload a new image I created specifically for this purpose.
03:55You see it here; it's called gradient, and it's really an image that's very thin,
03:59and very long, and it has a gradient in it.
04:02So I'm going to select the gradient image; Upload it.
04:07I'm going to set it to Tile Horizontally, just like it says here, and I'm going
04:11to set the Attachment to Scroll.
04:13Now when I Save Changes, and reload the front page, you'll see that we have this
04:19nice gradient from the top to the bottom, and as I scroll down, the gradient goes away.
04:23But you'll also see we have this harsh line here, because the default Background
04:27Color is a gray, and not a white.
04:29So the last thing I'm going to do is go back to Background, and even though I
04:33have an image here, I can still set the Background Color.
04:36So I'll set the Background Color to a hard white, which is fff, and click Save
04:41Changes one last time, and now when I reload the page, the gradient merges
04:47nicely with the background color, and we have a completely new look to our site.
04:52As you can see, even something as simple as changing the background of your site
04:56can have a huge impact on how it looks.
04:59We've barely scratched the surface of what is possible here.
05:02The best way to explore this further is to just experiment, and see
05:05what happens.
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Setting custom header images
00:00The header of your Web site is the first thing a visitor sees, so it's important
00:04to incorporate imagery that is both attractive, and inviting.
00:08If you're setting up a site for a company, it may also be a good idea to
00:11incorporate your company logo, or other identifiable elements in the header.
00:16In Twenty Eleven, you have a lot of control of this whole header section.
00:21As you can see, by default, you have the site title, and description, and then you
00:25have a Search box, you have a large image, and then you have a menu underneath.
00:32To change this, you can go to the Dashboard, and then go down to Appearance, and select Header.
00:38From here, you get a preview what the header looks like, and you can upload an
00:42image, use one of the default images, remove the images, toggle whether or not
00:47you want to display the front page text, and also set the text color.
00:52So let's open the front end in a separate tab, so we can see what we are talking about.
00:57And here I want to make some changes.
00:59First of all, I want to replace the default image here with a custom image
01:03I've created, that has both the company logo for this gallery that I'm working
01:07on, and a nice image.
01:09I also want to get rid of the header text altogether, and I want to move the
01:13Search box down here to the main menu.
01:16Sounds complicated, right?
01:17It's actually very, very easy.
01:19First let's get rid of the header text.
01:22I'll go back into this Header section, scroll all the way down, and here where it
01:26says Display Text, I'll simply toggle it to No.
01:30The preview now shows just the header image, and if I save this, and reload the
01:35front page, you'll see that not only did the header text disappear, but the
01:39Search box moved down to my menu.
01:41So I got two of my tasks accomplished.
01:43The last one is to replace this header image.
01:46By default, Twenty Eleven ships with a bunch of different header images that cycle,
01:51but I want to replace it with the header image I've created.
01:54I've made sure that I created the image to be exactly 1000 by 288 pixels large.
02:00If you make it any other size, WordPress will help you crop it down,
02:04but I suggest, if you're going to make a custom image, you just make it this size to
02:07begin with, because then you know what it will end up looking like.
02:10I'm going to go choose file to upload a new image.
02:14I'll select the image I want, click Open; Upload.
02:19I see a preview here, and then I'm going to simply Save Changes.
02:25Now when I reload the front page, we have my new custom header here at the top,
02:30that works also as a Home button.
02:32There's one caveat though; do you remember earlier in the course I was talking
02:36about the Featured Image option inside WordPress?
02:40Well, if we attach a featured image to any of our posts,
02:43you'll see that the Featured Image option takes over the header image.
02:48As people go into the posts, they'll see whatever featured image is assigned,
02:53rather than the header image.
02:54That means, in the case of Twenty Eleven, if you're going to use a custom header image,
02:59and you want it to appear on all your pages, you can't use the Featured Image function.
03:04If you use the Featured Image function, then the image in the header will be
03:08replaced every time you use it.
03:10If you made all these changes, and you realize you don't like them, you can go
03:14back to Header, scroll down to the bottom, and click Remove Header Image, and
03:20Restore Original Header Text, and you'll go back to the way things were in the very beginning.
03:25Creating a custom header image gives you the ability to add a visual identifying
03:29element, or just something nice and personal for your site, or blog.
03:33The possibilities here are only limited by your own imagination.
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Using the Showcase page template
00:00The Twenty Eleven theme comes with a hidden feature not many users take advantage of;
00:05it's called the Showcase page template.
00:08The Showcase page template is meant to go on the front page of your site, and
00:12provides a highly customized view of your latest content.
00:15It's a lot of fun to play with, and it interacts with your content in an unusual way,
00:20so let's take a look at how it works.
00:22Earlier in the course, I showed you how you could create a static page to
00:26replace your front page, and that's what we're going to do here one more time.
00:29So I'm going to go to my Dashboard, and then I'm going to create a new page that
00:34will go on the front page, and this is going to be a placeholder page, much like
00:39that blog page we created earlier.
00:41So I'll call this one just Front, and I'll put no content in it, because I don't
00:46need to, and then I'll go here under Template, and select Showcase Template.
00:52I'll Publish this page, and go to All Pages, and take Blog out of Draft, because
01:00previously I set it to Draft.
01:02So I'm going to go to Quick Edit, change the Status to Published, and Update, and
01:07that way we now have the Front page, which is going to be the new front page, and
01:11we also have the Blog page.
01:13Now I can go down to Settings, and Reading, and set Front page displays to A
01:19static page, selecting Front for the Front page, and Blog for the Posts page.
01:26I'll save the changes, and then I'll open the site in a separate tab, and you'll
01:31see the front page looks quite different.
01:33When we scroll down now, you see we have the most Recent Post here at the top,
01:38with a large space on the left side, and then we have this list of the next
01:44most Recent Posts, including links to leave replies in the comments.
01:48But that's just the beginning.
01:50The Showcase age template has a really cool built-in feature that not
01:53many people know about.
01:55It appears here at the very top if you activate it.
01:58So we have to activate it.
01:59The way you do that is, you go to your Posts, and then you assign some of your
02:04posts as sticky posts.
02:06If you make them sticky posts, they'll automatically appear in a slider in the
02:11very top of your page.
02:12So I'm going to pick four to be sticky posts.
02:15I'll just simply select them, and I'll go to Bulk Actions, and select Edit, and
02:22click Apply, so that I can edit all these at the same time.
02:26Then I'll go over here, and select Sticky as the option, and Update all four posts.
02:33Now when I go back to my front page, and reload it, you'll see that I have a
02:36slider that shows the featured image for each of the posts, or in cases where
02:41there is no image, you won't see an image; you'll just see the post text itself.
02:46Now I also see that if I want to use this feature, I do need to attach featured
02:51images to the sticky posts.
02:53So I have to go back in here, find the stories in question, open them, and here
02:58I have to set the Featured Image.
03:00So I'll scroll down, go Set featured image, and in this case, the image in the
03:05post is actually found in the Media Library, so I have to go to the Media
03:08Library, find the image, which is down here, click Show, and then set as featured image.
03:16It appears here, which means it works.
03:20So now I can Update it, and then I can go back to my front page, reload it, and
03:26when I navigate to the next post, you'll see that image appear.
03:29So as you can see, by activating this advanced feature, the Showcase page
03:34template, we now have a very different front page from the standard blog roll,
03:39and that means people who visit your sites will get a completely different view
03:43from the normal, boring blog.
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Customizing the Showcase widgets
00:00The Twenty Eleven theme doesn't just come with a custom page template for the front page;
00:05it also has a custom widget area for that template.
00:08Let's take a closer look at the Showcase sidebar.
00:11We haven't really talked much about widgets yet, but if we go to the Blog page,
00:16you can see that the widgets appear here in the sidebar.
00:19Widgets are small applications that you can attach to a sidebar, or another area,
00:25that will display different kinds of information, for example, a list of recent
00:28posts, or recent comments, or other information.
00:32There are several widgetized areas inside the Twenty Eleven Theme.
00:36You have a sidebar widgetized area, and at the bottom, you also have three
00:40widgetized areas in the footer.
00:42By default, they're turned off, because there are no widgets in them.
00:46But on the front page, now that we're using the Showcase Template, we also have
00:52a widgetized area here, where you can place more information.
00:56To use it, I can go to my Dashboard, go to Appearance, and select Widgets,
01:01and you'll see that, in addition to the Main Sidebar, we have something
01:05called Showcase Sidebar.
01:07In here, we can dump any widget we like, and that widget will appear only on the front page.
01:13So let's say I want to show my most recent tweets right on the front page.
01:18Well, because I've installed the Jetpack plugin already, I have a Twitter widget
01:23that I can use to show my recent tweets.
01:25So I'll grab the Twitter widget with my mouse, and drag it, scroll up and drop it
01:31into Showcase Sidebar.
01:33Here, I can give it a title, so I'll say Recent Tweets from @mor10, and then I have
01:40to plug in my Twitter user name, which is mor10. And then I can decide how many
01:45tweets I want to show;
01:47let's say I want to show 7 tweets.
01:49I also have some other options. I can choose if I want to hide my replies to
01:53other people, and also if I want to include my retweets or not.
01:57I'll leave retweets checked, and I'll make sure to hide my replies.
02:02At the bottom, I can choose to add text that will display between the tweet and the timestamp.
02:07I'm going to leave that alone, and I'm going to click Save to save the settings I just created.
02:12And then, since I've added this into the Showcase Sidebar, when I reload my
02:16page, you see a list of my most recent tweets right here on the front page of the site.
02:25And because this is a widgetized area, you're not restricted to only using
02:28the Twitter widget.
02:30You can add any kind of widget into this area, and you can even add custom
02:34widgets, and custom functions built using the Text widget, which we'll be covering
02:39later in this course.
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Using post formats
00:00There's one last thing I want to show you about the Twenty Eleven theme. It's what's
00:05called post formats.
00:07Now, post formats are not bound only to the Twenty Eleven theme. A lot of modern
00:11themes use post formats,
00:13but Twenty Eleven uses them in a way that makes them easy to demo.
00:17The best way of understanding how post formats work is by seeing what they do to
00:21the Blog page on the Twenty Eleven theme.
00:24As you can see on this Blog page, I've added some new content.
00:28We have a quote, which is just a regular post, with a block quote inside it, and
00:33we have several posts, like this one, that just contain a single image, and we
00:38have the image gallery that we created earlier in the course, so you can see
00:41it starts with an image, and there is some text, and then there is the gallery down here.
00:46There are also some more elements further down, but we'll get to those later.
00:50So what are these post formats?
00:51Well, if I scroll up to the top, and I click on the Edit button for this Famous
00:57quote post, I jump straight to the Editor, and here, if I scroll down, you can see
01:03in the sidebar I have this panel called Format.
01:07This panel will only appear if your current theme supports post formats, and
01:12depending on what theme you are using, the lists of formats may be different.
01:16In the Twenty Elevem theme, you have a full seven different post formats to choose from.
01:20In this case, I am going to pick the Quote option, because this is a quote, and
01:25now you'll see something interesting happen.
01:27When I click Update here, and jump to my Blog page again -- so I'll go to my
01:35site, and select Blog -- you'll see that the styling of the quote changed ever so slightly.
01:41You may remember before, it was indented, and put off to the side in a smaller
01:44font, but now, because I'm using a post format for the quote, WordPress is seeing
01:49that it's in a block quote, and changing the styling for it.
01:52To see a more significant change, you can go down to the post that just has an image in it.
01:57I'll leave this page as it is, and then I'll go and edit the post in a separate tab.
02:02So I'll go to All Posts, find the image in question -- it's this one: Building a community.
02:07As you can see, it's just a regular post, with an image that has a caption on it,
02:12I scroll down, and set the post Format to Image.
02:17When I update this post, and reload the page, you'll see that the formatting
02:24of the image changed.
02:26We now see the image enveloped in this dark frame, and we see additional
02:30information about the image in this little panel below.
02:33It's just a visual change, but it makes a big difference to the Blog page.
02:37We can also make such a change to this gallery post.
02:41By default, it just displays as a regular post, so you see the image at the top
02:46that we inserted into the post itself, and then when we scroll down, you see the
02:49gallery at the bottom.
02:51But if I go back to Edit Post, and edit this post, and this time I'll do it
02:57using Quick Edit -- so I'll find it, Simple image gallery down here, click
03:01Quick Edit -- and then pick the Gallery post format, and Update, you'll see that
03:09when I reload the Blog page, instead of seeing the whole post, we are now
03:14seeing a preview of the image gallery here, along with a text that says, This
03:18gallery contains 6 photos.
03:20So again, it's a stylistic change just for the Blog page, but it makes a big
03:25difference in how things are displayed.
03:27There is one more cool feature with these post formats in the Twenty Eleven theme.
03:31There is a special widget designed specifically to interact just with the post
03:36formats for link, status, and aside.
03:40Let's just take a quick look at what those are first.
03:42If I go into my post here, I created a link for Wikipedia, and when I open the
03:48post, you'll see it's just a simple post that has a heading, Wikipedia, and then
03:54has a functioning link inside it.
03:56I've set the post Format for this post to Link.
04:01I've also created a status; you can see the post format here, and if you
04:05click on that one, you'll see that this is just a short status update; it's
04:10kind of like a tweet.
04:12And finally, I want to create an aside.
04:14Here, I have a post called Special opening hours on Sunday, and it's kind of a
04:18longer status update; it could be a thought, or something like that, and when I
04:23click Quick Edit, I am going to set this to Aside, and I click Update.
04:28Now I have to change my widget on the front page.
04:33In a previous movie, we used a dedicated Showcase widgetized area to display
04:38my most recent tweets.
04:40Now I want to take that widget out, so I'll go to Appearance >Widgets, find the
04:46Showcase Sidebar, and remove that widget, and then I am going to dump in this one
04:51instead: the Twenty Eleven Ephemera widget.
04:54I'm not going to change anything in it. I am simply going to go back to the
04:59front page, and reload it.
05:02And you see that this widget automatically goes into my posts, finds my links,
05:06my asides, and my updates, and automatically displays them.
05:10If I click on the link, I'll jump directly to the target for that link; in
05:15this case, Wikipedia.org.
05:17If I click on Renovations, or if I click on Special opening hours on Sunday, I
05:22jump directly to the post for those updates.
05:25Depending on the theme you are using, you may or may not have post formats activated.
05:30If you do, you should try using them, and see what happens.
05:33What you'll normally see is that the post formats interact with your blog
05:37index pages.
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12. The Appearance Tab
Using widgets
00:00Depending on what theme you are running, you will have so-called widgetized
00:04areas, where you can insert widgets with all sorts of information.
00:09Widgets are the small applications that show information, like links to most
00:14recent post, recent comments, archives, and other information.
00:20If you've been following this course, you've seen me briefly interact with
00:23widgets on the front page, through the Showcase page template.
00:28If you go to the Blog page, you'll see that the theme comes with a set of
00:32standard widgets already installed here in the sidebar.
00:35You have a Search widget, a Recent Posts widget, a Recent Comments widget, an
00:41Archives widget, a Categories widget, and a Meta widget.
00:44The Twenty Elreven theme also comes with three more widgetized areas.
00:50All the way at the bottom of the page, you'll find three widgetized areas
00:54here in the footer;
00:55one to the left, one to the center, and one to the right.
00:58But these will only appear if you actually add widgets to them.
01:02Which widgets are active, and where they are placed, is managed from the Dashboard.
01:08You can either go directly to the Widgets page, by going to your WordPress menu,
01:12and selecting Widgets, or you can go to the Dashboard, scroll down to
01:17Appearance, and select Widgets.
01:20On the left of the Widgets page, you see all your available widgets,
01:23and depending on what plugins you've installed, the list of widgets may vary.
01:28There are some standard widgets that are always available through WordPress, and
01:31then as you add in plugins, you may get more widgets.
01:34For example, I've added the Jetpack plugin to the site, so therefore, I have a
01:40series of extra widgets that say Jetpack on them.
01:43These are widgets that come with the Jetpack plugin.
01:46So if you don't see them, it's because you don't have the Jetpack plugin
01:50installed and activated.
01:53On the right-hand side, you can see all of the widgetized areas that you can use.
01:58In Twenty Eleven, you have five;
02:00the Main Sidebar, which is what appears in your blog page, the Showcase Sidebar,
02:05which is what appears just on the showcase pages, and also three Footer Areas.
02:11All these widgetized areas work the exact same way.
02:15You see a list of the widgets that are currently active, each of these widgets
02:19may have options that you can open by clicking the arrow down, and here, you can
02:24make small changes to them if you want, like add titles, in the case of the
02:27search widget, decide how many posts to show, in case of the Recent Posts
02:32widgets, or set up other information.
02:35Since the widgets are small little applications that run on their own inside
02:39WordPress, the settings also vary greatly from widget to widget.
02:43What's really cool about the widget area is that it's completely interactive.
02:47First off, it has auto-save functionality, which means as soon as I make
02:51a change here, it's automatically saved, so I don't have to click any Save buttons.
02:55I'll show you an example.
02:57If we open the Blog page in a separate window, you see that currently we have
03:03the Search widget on top, then Recent Posts, and then Recent Comments.
03:07But if I simply go in here, grab the Search widget, and pull it down under
03:13Recent Comments, and reload my page, the Search widget automatically moves.
03:20I can give the Search widget a title, and save it, reload the page, and now the
03:28Search widget has a title.
03:30If I want to get rid of a widget, so I don't want to display it -- let's say I
03:33don't want to display the Meta widget -- I can either grab it, and simply drag it,
03:37and drop it outside the widgetized area, and it will disappear, or I can drop
03:43down, and say Delete; both will do the same thing.
03:47If I made a change to a widget, like say, this Search widget here, and I want to
03:52save that change for later, I can collapse the regular Available Widgets area,
03:57and drag the Search widget over to Inactive Widgets.
04:01Now my widget will be saved with all my settings, even though it's not
04:04currently displayed.
04:05So if I want to use it later, I can go and grab it here, and pull it back in.
04:10And that is how you add new widgets.
04:11Let's say I want to populate my three Footer widgetized areas.
04:17I'll collapse the top one first, because it takes up a lot of space, and then
04:20I'll open each one in turn, and add widgets into them.
04:23Now, you can run the same widget in multiple different places on the same page.
04:28So even though I have my most Recent Posts, and most Recent Comments widget
04:32already in my sidebar;
04:34I can still add it to my Footer widgetized areas as well.
04:37So I usually add Recent Posts in one Footer widgetized area, Recent Comments in
04:44the next, and then something else in the third.
04:48So let's add the Archives.
04:51Now that I've made these changes, I can go check them out, and you notice I
04:55didn't save anything, right?
04:57So I reload my page, and scroll all the way down to the bottom, and you see I now
05:02have three new widgetized areas here:
05:04Recent Posts, Recent Comments, and Archives.
05:09Widgets are an easy way of adding extra information, and extra navigation to
05:13your WordPress site.
05:14Just be careful that you don't overcrowd your site with tons, and tons, and tons of widgets.
05:19You get something I like to call sidebar overload, and it can be really hard
05:23for people to look at.
05:25But using widgets wisely, you can make it much easier for people to
05:29navigate your Web site.
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Using Jetpack widgets
00:00If you're familiar with WordPress.com, you know that inside WordPress.com, you
00:05have a very long list of Available Widgets, but when you're using WordPress as a
00:10self-hosted solution, the default list of widgets is not very long.
00:14That's because you can choose what widgets you want to add yourself.
00:18Widgets come in in two ways;
00:20they either come in via your theme, as is the case with the Twenty Eleven
00:25Ephemera widget, or they come in via plugins, like Jetpack, which brings with it
00:30a lot of new widgets.
00:32So let's take a look at the widgets that come with the Jetpack plugin.
00:36First, I am going to clear out my Main Sidebar, so we don't have anything that
00:40clutters it, so I'll simply grab and drag out the widgets that are here. And then
00:47we can start adding in the Jetpack widgets, one by one.
00:50I am going to start with the one that's called Image.
00:53When I drag this in, I have the ability to add an image to my sidebar.
00:58Previously, you had to write the HTML to do that manually, but now you can use
01:02this Jetpack widget. I'll give it a title;
01:06in this case, I am going to make an image that links directly to my Twitter
01:09profile. Follow us on Twitter, and then I need an Image URL.
01:16I don't have the ability to upload an image here, so I need to upload that image manually.
01:21So what I am going to do is upload an image in a new tab.
01:24So I'll go to Media, and Add New, right-click, and Open in new tab.
01:30Then I am going to upload a new image, and I am going to use this SAMOCAonTwitter
01:35image. I'll make sure all the information is there, and then I'll go down to File
01:42URL, and grab the File URL.
01:45So this is the physical location of the image on my server.
01:49I'll save all changes, and now I can close this window again, go back here, and
01:56paste in the File URL.
01:59Now I have to add an alternate text to my image, because just like when you add
02:02an image to your post, you have to add an alternate text; Follow us on Twitter.
02:09I can give the image a title if I want to, and also a caption, then I can decide
02:14where I want to align the image, so I can set it to None, Left, Center, or Right.
02:18So I'll leave it at None.
02:20I can also define a specific width and height of the image.
02:23This is a good idea if the image is much larger than your sidebar, and you
02:27want to scale it down.
02:28But in my case, the image is exactly the right size.
02:31And finally, I can add a Link URL, which is where the image points when you click on it.
02:37So I'll say http://twitter.com, and then my Twitter handle.
02:45When I click Save, and I go and visit my site, and go to the blog, you will see
02:52we now have a nice little image here, and when I click on it, I jump directly
02:57to my Twitter profile.
03:00You also see that the theme automatically added a border around my image.
03:03So even though I thought it would fit, it doesn't, which means I have to go in
03:07and make some very, very small changes.
03:09So I am going to assume that this is about 10 pixels on either side, so I am
03:14going to go in and take the Width down 20 pixels to 67, and then I'll take out
03:22the Height, so that WordPress calculates it automatically, and click Save again.
03:28And then I am going to reload the page. I should see the image fit with the sidebar.
03:33Now that I am done configuring the image widget, I can collapse it, and then I
03:39can add another one.
03:41I am going to add the Blog Subscriptions widget now.
03:44This allows me to add a function where people can click a button, and
03:47automatically subscribe to my blog, via e-mail.
03:51There's already a title, and an Optional description, and a Subscribe Button text
03:55here, and I can choose to change it if I want, or not if I don't.
03:59I even have a way of showing how many people are currently subscribing.
04:03I suggest turning this off until you have more than zero subscribers, otherwise
04:08it will look a little lame.
04:09I have added the widget, so now I can simply reload my Blog page, and you'll see
04:14it appear right here: SUBSCRIBE TO BLOG VIA EMAIL, and then you can put in
04:19your e-mail address, and click Subscribe.
04:20I can go in and change the title, save it again, reload my front page, and the title changes.
04:32Our next widget is called RSS Links.
04:34If I grab that, and pull it in, you get the option of displaying links directly
04:39to your RSS feeds on your site.
04:42So if I reload the blog page again, you will see my RSS feeds are now available,
04:48and if I click on them, you go directly to the text feed for my page.
04:54This doesn't look like something you want to link to, but for people who follow
04:59blogs using RSS readers, like me, they're very useful, and RSS readers are
05:05getting more and more popular, so offering up these links is a very good way of
05:09helping people follow your content, without always having to go to your Web site to read it.
05:15The last widget currently added by Jetpack is the Twitter widget.
05:20I grab the Twitter widget, scroll up, and put it in, and here I can give it a
05:26title, and I put in my Twitter handle, and I define how many tweets I want to
05:32post, whether or not I want to show my own replies to other people, and whether I
05:37want to show my retweets of other people's tweets.
05:41I'll save the configuration, go back to my blog, reload the page, and you see
05:48here at the bottom, we now have my latest tweets.
05:52You may have noticed I said the last widget currently added by Jetpack; well
05:56that's because Jetpack constantly updates, and as it updates, more widgets become available.
06:02If you want to see what widgets are available, you can go to the Jetpack
06:05configuration, and if you scroll down, you see here you have a box that says
06:10Extra Sidebar Widgets, and you can click Learn More to get more information about
06:15what widgets are available.
06:17As Jetpack evolves, and as WordPress evolves, you are likely to see more widgets
06:22added in, and like I said, Jetpack is not the only plugin that adds widgets.
06:27If you go to install new plugins, and simply search widgets, you will find that
06:31there are thousands of other plugins that will add different types of widgets to your site.
06:35Depends on what you're looking for, but more than likely, you will find exactly
06:39what you need if you just look for the plugin.
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Creating custom widgets using the Text Widget
00:00In addition to the special purpose widgets that come with WordPress, and the ones
00:05you can add by adding plugins or new themes, there is a general use widget
00:10called a Text widget.
00:12This widget let's you set any title, and also input a variety of different
00:16content, either using plain text, or HTML.
00:20That means you can add some very advanced stuff into your site by using the
00:24Text widget, without having to add a custom widget just for that function.
00:29I'll give you two examples.
00:30Let's say I first want to add a small bio on the sidebar at the top, so people
00:35can see what this Web site is all about.
00:38I'll go to my Dashboard, go to Appearance, and Widgets, and here, I am going
00:44to scroll down and find the Text widget, and I am going to move it up to the
00:48top of my Main Sidebar.
00:50Then I am going to go to a Word document, where I've already written my bio, and
00:54I am going to grab the title, paste it in, and then I am going to grab two
01:01paragraphs, and paste them in.
01:05Now you notice, unlike in my Post view, I don't have to do any Paste as Plain
01:10Text function here, because this field is a plain text field,
01:14so any styling will be stripped the second I copy it out.
01:18Here, I am going to clean it up, and then I can post it.
01:20But before I do that, I am going to check this Automatically add paragraphs
01:24box, so that it automatically adds in proper paragraph tags around my content.
01:31Now I am going to save it.
01:32If I go and reload my page, jump to my Blog page, and you'll see, here we have
01:38that bio, right here in the sidebar.
01:41Now that I've posted it here, I see it is way too long.
01:43So I can go back in, and edit it, and save it again.
01:49Now when I reload, you see we have a shorter bio.
01:55What's so cool about the Text widget is that it also allows you to add in links.
01:59So let's say I want to add a link to the Google map that points to where Ventura is.
02:05I'll go to a new tab, go to maps.google.com, and I'll find where Ventura is. Here it is!
02:15Now I am going to grab the link.
02:17So I'll click on the Link button; copy it.
02:20Then I am going to back into my Widgets, and I'll find where it says Ventura,
02:24so this is the text I want to link.
02:26And here, I have to type in the proper HTML code for a link, which starts with
02:31<a href=" I'll paste in the link, end my quotation, space, title, because
02:43I need a title for my link; Ventura on Google Maps.
02:48I also want it to open in a separate window,
02:51so I'll say target="_blank
02:59I'll end my beginning tag, go to the end of the word I want to highlight as a link,
03:07</a> this closes the link.
03:10Now I can save it, reload my Blog page, and you see Ventura is now an active link.
03:19If I click on it, I jump to a new window with a map of Ventura.
03:25You can also add even more advanced functionality into this Text widget.
03:29Let's say I want to add the Twitter Follow button.
03:33This is an active code that you can add directly from Twitter that allows people
03:37to follow your Twitter stream directly from your site.
03:40I'll go to Google, and search for it, and I find it right here at the
03:43top: Twitter Buttons.
03:45I'll click on it, and then I want a Follow button.
03:49I am going to put in the username I want to follow; Morten. Show username, I
03:55don't want a Large button, and I want it to be in English.
03:58So now I can grab this code here, copy it out, go to Widgets, collapse the
04:05current Text widget, and I'll leave it where it is. And then I'll go add another
04:10Text widget, and I'll just paste in that code.
04:14So here you see this code is quite advanced.
04:17It also has some JavaScript in it, here, starts with script, and ends with script,
04:22which means if I was in wordpress.com, this wouldn't work.
04:26But because I am on my self-hosted site, I can do whatever I want, and that
04:30includes adding JavaScript in my sidebar widgets, so now when I reload my page,
04:36you see I have the Follow button, and it works.
04:39I can also do the same thing for the Facebook Like box if I want to, and I
04:43will get a nice big Facebook Like box that I can control in any way I want,
04:47directly in my sidebar.
04:49The Text widget allows you to add custom content in your sidebar, including HTML
04:54content, like links, images, and even JavaScript.
04:58Because you are on a self-hosted site, there really aren't that many limitations.
05:02One limitation, though, is that you can't add PHP code into your Text widget.
05:07If you want to do that, you have to go and download a plugin that allows you to
05:11add a PHP widget into your sidebar.
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Creating custom menus
00:00WordPress lets you create custom menus pointing to pretty much anything
00:04you want, both in the theme itself, like this main menu here, and also in the sidebar.
00:10WordPress menus are controlled from a simple user interface right inside the
00:13admin panel, and are easy to manage with simple drag-and-drop behaviors.
00:18When you activate a standard WordPress theme, the menu items that appear on the
00:22menu are links to your front page, and then links to every static page you add to the site.
00:29But what if you want to add something else, or you want to reconfigure the
00:32order of the menu items?
00:35In that case, you need to create a custom menu to replace the default menu.
00:39To do that, I am going to go to my toolbar, and select Menus. If you're in the
00:44Dashboard, you can also go to Appearance, and select Menus. And this is a function
00:49that only appears if your theme supports custom menus.
00:52If it doesn't support custom menus, you won't have this option at all.
00:56From here, I am going to first create a new menu, so I will call this one Header
01:00menu, and I will click Create Menu.
01:04Now that I created a menu, the whole menu interface becomes available to me.
01:09Here, I have the list of menus themselves, including the area where I can edit the
01:14menus on the right, and then on the left, I have the Theme Location for the menu,
01:19because depending on the theme you're using, you may have several different
01:22places you can add menus.
01:24The norm is to have a primary menu at the top of the site, and maybe a
01:28footer menu at the bottom.
01:30You also have the types of menu items you can add.
01:33You can add Custom Links, you can add Pages, and you can add Categories.
01:38I am going to create a menu that matches the one I currently have first.
01:43So I will go to my site in a separate tab, just to see what I have.
01:47And here I have the Home button, the About button with the dropdown, the Blog
01:52button, and the Contact button.
01:55Because most of these are pages, I am going to collapse Custom Links, and collapse
02:00Theme Locations for now, and then I am going to pick these pages.
02:03Here I have the Blog button, to Contact button, the About button, and the
02:08Volunteer for SAMOCA button,
02:10and I can click Add to Menu to add all of them.
02:13But there is one menu item missing: the Home button. Where is it?
02:19It's under View All.
02:20So you click View All, and here you see we have Home: Front.
02:24If I select that one, and click Add Menu, I also get the Home button.
02:30Now that I've added the buttons I want into my menu, I need to configure each of them.
02:34If I click the down button here, you see I can change both the Navigation
02:39Label -- that is what displays in the menu -- and also the Title Attribute for each of my menu items.
02:44So here I am going to change this to Home, and then I am going to put in the
02:48Title Attribute: Home of SAMOCA.
02:50A lot of people don't add Title Attitudes to their main menu items, because they
02:56don't like it when you hover over the main menu, and then you get that little
03:00flyout that says what the menu is.
03:03But that's a bad idea; you should always add a Title Attribute to your menu
03:07items, because if someone accesses your Web site either using a text-to-speech
03:12browser, or if they are a search engine, and they don't know what your Web site is
03:16about, finding a link that simply says Home makes no sense.
03:21The word Home does not say anything about where that link is pointing,
03:25so you add a title attribute that further describes where that link is pointing.
03:30In this case, Home of SAMOCA; much more descriptive, and it will only show up
03:35when you hover over it, or if you use a text-to-speech browser.
03:40Now that I've added both a label, and a title attribute, I can collapse this one,
03:45and move on to the next.
03:46The Blog button has the right label already,
03:48so I am just going to say SAMOCA Blog here, and jump to the next one, Contact
03:54SAMOCA, go to the About one, and finally, Volunteer for SAMOCA.
04:02I am just going to copy that out, and paste it back in.
04:07Now that I've made my changes to the menu items, I need to click Save Menu, so
04:11that those changes are reflected, and now you see my title has changed.
04:16I've created a menu;
04:17I can now reopen Theme Locations, and assign a Header menu to the Primary menu.
04:23I'll click Save, and when I reload my page, I now have these menu items up appear,
04:31and when I hover over them, you see that my title attributes appear as well.
04:35The problem is, now my menu is not configured in the right order.
04:39I need to reorganize these items, and I also want this Volunteer for SAMOCA item
04:44to appear as a dropdown under About.
04:46So I will go back to my Menus, and then I will reorganize them.
04:51The way you reorganize menus is simply by grabbing any item, and
04:55dragging, and dropping it into the location you want.
04:58In this case, I want the order to be Home, Blog, About, and then dropdown to
05:03Volunteer for SAMOCA, and then Contact.
05:06But I want the Volunteer for SAMOCA to be an actual dropdown,
05:09so I am going to grab it again, and pull it to the right, and you see now it
05:14indents under About.
05:16That way, it will be a dropdown.
05:17So when I save the menu again, and reload my front page, you see that now we have
05:24Home, Blog, About, with the dropdown, and Contact.
05:29But your options of menu items don't stop at pages.
05:34I can also add direct links to categories if I want to.
05:37Let's say I want to give people an easy way of getting to my paintings.
05:42In that case, I go to Categories, select Painting, add that option to the Menu,
05:47position it where I want it to, fix the navigation label, and add a
05:52descriptive Title Attribute.
05:56Save the menu, reload the page, and when you click on this link, you
06:04automatically go to the Category Archives for any post that's listed under Painting.
06:10You can also add custom links;
06:12let's say I want to add a link to Wikipedia.
06:15I can simply type in Wikipedia.org, and then give it a label, click Add to
06:22Menu, place the menu item where I want it to appear, give it a Title
06:29Attribute, and Save the menu.
06:35And just like with the other items, now I have a link to Wikipedia right on my main menu.
06:41This can be used to add links to your main Web site, if you have a separate
06:45Web site for your company, or to your blog, if you have a separate Web site for
06:49your blog, or to some other elements.
06:51It can also be used to link to specific items within your site.
06:55So if I go to the front page, let's say I want to have a permanent link to this
07:00quote. I can simply copy the link address for this quote, create a custom link,
07:08and paste that link address in, and then give it a label, beauty is...
07:15click Add to Menu, place the item where I want it to be, give it a Title Attribute,
07:24save the menu, and when I reload my page, and click on that menu item, I jump
07:33directly to this post.
07:34Now I've created a custom front page menu, but I can also create additional
07:40menus if I want to. Simply by clicking the Add Menu button here, I can create a new menu.
07:45Let's call this one Sidebar menu, and from here, I can drag in some menu items,
07:53click Add to Menu, organize them in the way I want, save the menu, and then I can
08:02go to Widgets, find the widget called Custom Menu, drag it in where I want it to
08:08appear, select the Sidebar menu, click Save, reload my blog page, and now when I
08:17scroll down, you'll see that custom menu appear right here in the sidebar.
08:22Creating, deploying, and editing custom menus in WordPress is now very simple.
08:27And more importantly, you can now change your menu items on the fly.
08:31So if you need to link to a new page, a particular category, or even a page on a
08:36different Web site, you can do so quickly and easily, both in the sidebar, and in
08:41the theme itself, if the theme supports menus.
08:44Custom navigation has always been one of the top most WordPress requests, and now
08:49it's available right at your fingertips.
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13. WordPress Settings
Managing site users
00:00Part of the advantage of using a content management system like WordPress is
00:05the ability to have multiple users attached to a single site, and to give each
00:09of these users different permissions, based on who they are, and what they're going to do.
00:14WordPress has extensive user management tools built in, and using them, you can
00:18allow either your coworkers, or your friends access, and publish content on your
00:23site, without in the process giving them administrator rights.
00:27User management in WordPress is done under the Dashboard, under Users.
00:33When you open the user management panel, you'll see a list of all the users
00:36registered on your site.
00:38On this page, you will see all the information about each individual user;
00:42everything from the username, the full name, the e-mail address, to the user's
00:48role, and how many posts that user has created.
00:52If you go in and edit one user, you can edit all the personal profile
00:57information about that user if you are logged in, or if you're not logged in as
01:02that user, you can add things like access roles, if you are an administrator.
01:07When you first set up the site, you created one administrator user account.
01:11This is the main account for the site.
01:14If you want to add new users, you can do so by clicking the Add New button up
01:18here, or by going to Users, and clicking Add New.
01:23When you add a new user, you have to give that user a username.
01:27In this case, I'll set it to mor10, because I am going to create a new user for
01:30myself that has lower capabilities than the administrator user.
01:35Then you also have to give an e-mail address, and this e-mail address will be
01:39tied to that user account so that, first of all, the user can receive e-mails from
01:44WordPress with things like password information, and also so that that user can
01:49link his or her Gravatar profile to this user account.
01:53So I'll say mor10@samoca.org, and then you can choose whether or not you want to
01:58fill in first and last name, Web site, and so on.
02:02When I create new users for other people, I tend to fill this out, simply
02:06because they will forget, but in many cases, you want to leave it open, so people
02:10can fill that out on their own.
02:11I am going to set a password, and then, because this is a new user, and I'll
02:17pretend it's not me, I have to click this Send Password button.
02:22That way, WordPress will automatically send the password to the user, so that
02:26the user can log in.
02:28By default, a new user will always have the Subscriber Role, but you can drop
02:32this down, and give a new user anything from an Administrator Role, to an Editor,
02:37Author, Contributor, or a Subscriber.
02:39But for now, I'm going to leave it at Subscriber, and I'll explain the different
02:43roles in a little bit.
02:44So first, I'll add the new user.
02:48I can see that new user appear here on my index page for users, and I also see I
02:53now have a Subscriber.
02:55Now I can log in to my e-mail for that e-mail address, and check my Inbox, and I
03:01can see here I have an e-mail directly from the Web site saying that I have a
03:06new username and a password for the site, and giving me a place to log in, and my
03:10username, and password.
03:11So I am going to copy this link, and I am going to open an incognito window, so
03:17that I'm not logged in to the site.
03:22As you can see, I am not currently logged in here, and then I can log in using
03:26that link by punching in my Username, and my Password. And I highly recommend not
03:35using password123 as the password like I did, but use something a little bit more advanced.
03:42When I log in as this new user, you will see that my user interface is
03:46dramatically different from the one of the Administrator.
03:50All I can do as a Subscriber is set up my Personal Options, like the Color Scheme,
03:55and whether or not I want to see the toolbar when I'm logged into the site, and I
03:59can set up information about myself.
04:00If I go to the Dashboard, you will see that I have nothing here. There's just
04:07information from the WordPress blog, and other WordPress news.
04:11And depending on how the site is set up, there might be something inside this
04:15big box, but very unlikely.
04:17This is because I currently have the Subscriber permissions, and the Subscriber
04:22can simply just subscribe to the site.
04:25A good example of when you want to add subscribers is if you disallow anyone
04:29who's not a Subscriber from commenting on your site. That way you can force
04:33people to actually log in before they can comment, and you can create kind of a
04:37closed community of commenters.
04:39So let's take a closer look at this idea of roles.
04:42As I said, there are several levels of roles inside WordPress, and if you go to
04:47this Web page under the Codex called Roles and Capabilities, you'll find an
04:52explanation of these different roles.
04:54In a regular WordPress site, you have five roles;
04:57you have Administrator, Editor, Author, Contributor, and Subscriber.
05:02The Administrator can do everything on the site, including reconfiguring it,
05:06adding and subtracting new users, and publish and unpublish all contents.
05:11An editor can only publish and manage posts and pages, and they can also manage
05:16other users post some pages.
05:19An Author can only publish and manage their own posts.
05:22A contributor can write posts, and manage them, but cannot publish them.
05:29If they try to publish them, they will get saved as Pending Review. And finally, a
05:33Subscriber can pretty much do nothing.
05:36So if I go into my Users here, and edit the role of this new user from Subscriber
05:43to, for example, Contributor, and update the user profile, you will see that when I
05:50log in as that new user, I now have the capability of adding new posts. But when
05:58I do, rather than the panel saying Publish, it says Submit for Review, and I also
06:03can't set a date for publication.
06:05This is because I don't have the right to actually publish any content.
06:09I only have the right to create the content, and then someone with a higher role
06:14will then be able to go in and edit my content before it gets published.
06:18This is an excellent way of controlling the content of your site.
06:22Let's say you are creating a Web site for a company, and you want to give several
06:25people within the company the ability to maybe write content, or even publish
06:29content, but you don't want to let them go in and change the name of the site, or
06:34mess around with the theme, or add plugins. You can simply create new users that have
06:38different roles, depending on how high up in the system they are, and what their
06:42responsibilities are.
06:45Finally, if you have a user in your system that you don't want to have in
06:48your system, or if for some reason someone managed to create a new user
06:52account on your site -- and this does happen -- you can simply go in as an
06:57Administrator, and delete that user.
06:59If you delete the user, the user disappears, and WordPress will ask you who you
07:04want to assign as an Author for the posts that that user may have created.
07:09WordPress allows you to add multiple users to your site.
07:13That way, you can have more people producing content, and managing the content on
07:17your site, and have more content available.
07:21With a firm handle on the different user roles, you can create a solid publishing
07:25network with lots of new content.
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Managing comments
00:00At the core of the social Web lies the ability to interact with your readers.
00:04In a WordPress based site, this interaction is mainly done through comments.
00:09Having an active commenting community attached to your sites can be hugely rewarding,
00:13but because anyone can leave a comment on a Web site, and not everyone who
00:18comments has good intentions, comment management is a necessary evil.
00:23Management of comments in WordPress can be done in several different places,
00:27but before we get to that point, let's take another brief look at our
00:30commenting settings.
00:31If I go to my Dashboard, and go down to Settings, and Discussion, I can configure
00:40who can comment, and how they can comment, and when they can comment on my site.
00:45I left everything here as default, and what I want you to notice is this entry
00:49down here: Comment author must have a previously approved comment.
00:54This is important, and you'll see why in a second.
00:57When I am logged into WordPress, and someone has left a comment on my site, and I
01:01have to do something with that comment, I can see it up here in my toolbar.
01:06You see the Comments section now says, Comments, 4, and if I hover over it, it
01:10says, 4 comments awaiting moderation.
01:12I can now either click on this button, or I can go to my Comments section here,
01:17and go directly to my Comments, and here I see that I have some new comments on my site.
01:22The reason why none of these have been approved yet is because I have that
01:26setting on that said commenters must already have one approved comment.
01:30That means, currently, only users that are logged into my site, because they are
01:35Administrators, or Authors, or Editors, or Publishers are able to comment without
01:40having to have their comments approved.
01:42And as new people comment on the site, I can go in, and approve the comments if I
01:47want, or not approve them if I want, and based on my actions, they can then come in
01:51and comment again later.
01:53Now that I have comments, I need to read through them to make sure that I should
01:57give these people permission to keep commenting on my site.
02:00So I'll start at the bottom, because that's the earliest comment I got, and I'll
02:04read it, and it says, Wow!
02:06I never knew the Beauty is in eye of the beholder quote was actually from Plato.
02:10Very cool!
02:11And here I can also see who commented, a guy named Joachim, and I see his e-mail
02:16address, and what IP address he sent it from.
02:19I can see when it was commented, and also which post that comment was attached to.
02:24Once I have read the comment, I can make several different actions.
02:28I can either Approve the comment, I can Reply to the comment, I can quickly edit
02:33the comment, or do a full edit of the comment, and I can also flag it either as
02:36Spam, or just throw it away in the Trash.
02:39In this case, this looks like a legit comment, so I am going to approve it, and
02:44now it turns from yellow to gray.
02:47If I now go to the post over here, and make sure that under Screen Options,
02:55Comments are checked as on.
02:58I can scroll down, and you'll see that comment appear right under my post.
03:04From here, I get the exact same options I had inside the Comment Moderation view.
03:09I can Unapprove the comment, I can Reply to it, I can Edit it, or I can Spam it, or Trash it.
03:14And if I go and view the page, and scroll down, I now see the comment appear
03:21right here in this view.
03:23Because it's a good comment, you should always respond right away.
03:27You can either respond to a comment by going to the post itself, and clicking
03:31Reply, and this will open this view, and because you are logged in already, you
03:35can just comment as yourself, or you can go to edit the post, scroll down to
03:42Comments, and reply right from within the editor here, or you can go to the
03:48Comments section, find the comment, and Reply it right from within the Comments section.
03:55And when I reply, and go and view the post, you will see that my reply appears
04:01inside the other commenter's reply.
04:04Depending on the theme, how this is displayed may vary quite a bit, but for most
04:09new themes, you will see this type of nesting, where you can see the main comment,
04:13and then reply is nested underneath that main comment.
04:16So let's go take a look at the rest of these comments.
04:21The next one on the list says, Great shot.
04:23I like seeing pictures of people at art galleries.
04:26And if I go and look at what post this is attached to, it does in fact have an
04:30image of people in an art gallery.
04:33However, if I look closely I can see that Mr.
04:36Awesome entered in a Web site, and this Web site is called usbdevicesforfree.
04:42This sounds fishy to me, because I know that a lot of people will leave comments
04:46on Web sites simply to get links to some site they run where they earn money.
04:51Therefore, I'm thinking that even though it looks like a legit comment, this is
04:55actually in fact a very advanced spam comment.
04:59So before I publish it, I am going to go and edit it.
05:01So I will go to Quick Edit, and I am going to take away that URL to his Web site,
05:07because I don't want a link to that Web site.
05:10This is not really a nefarious Web site, but trust me, sometimes people leave some
05:16pretty nasty links to some pretty nasty Web sites in your comments.
05:19So you always want to make sure that you follow those links, and make sure you
05:23want to link to them from your Web site.
05:24So even though I want to keep the comment, I don't want to keep the link.
05:28I also have to remember now that if I approve this comment, I am giving the
05:32person with this e-mail address the right to comment again.
05:35And since I don't want to give this crazy e-mail address the right to comment again,
05:39I am going to go to Quick Edit again, and also take away his e-mail address.
05:46That way I can approve the comment with his name attached, without him being able
05:52to comment later using the same e-mail address.
05:55So I will click Approve, and the comment will appear, but I don't, in the
05:59process, allow someone to come in and leave garbage on my Web site.
06:03Then I get to the next comment, and this is a very common one.
06:06If you look at it, it looks like a real comment, however, if you start reading it,
06:11you realize that this is just some boxed content that someone put in. It says,
06:15Definitely agree with what you stated.
06:17Your explanation was certainly the easiest to understand.
06:20I tell you, I usually get irked when folks discuss issues that they plainly do
06:25not know about, and so on, and so on.
06:27This is a real comment that was left on my Web site, and this is actually a very
06:31common type of comment.
06:33You see that it has no specifics about anything, and the funny part is that this
06:37comment, which sounds like it's commenting on some sort of discussion, is
06:41appended to a post that only has a photo in it, which means clearly it doesn't
06:46actually make any sense.
06:47The reason why you will get these comments on your site is precisely because you
06:52set that setting that says you already have to have one approved comment before
06:56you can get to comment on this site.
06:58What the spammers will do is they will leave these boxed comments that look
07:02real, so that you approve them, and once you prove them, they will then start
07:06spamming your site.
07:07Because I can tell that this is a spam comment, I am going to Spam it, and now
07:12it's dumped into my Spam folder.
07:14The last comment is also a real comment.
07:17I read it, it's pretty obvious that it's a real comment, and I want this person
07:21to keep commenting on my site.
07:22So I will click Approve, and because I like the comment, I am also going to
07:26respond right away, and post that response.
07:29Just like with posts and pages, you can also do bulk actions inside Comments.
07:33Let's say you want to either approve or unapprove a bunch of comments at the
07:37same time. You can simply click on them, do a bulk action of Approve, of
07:44Unapprove, Approve, Mark as Spam, or Move to Trash.
07:48And once you put something into Spam or Trash, you should really go check it. If
07:52you decide it was not spam, you can then Not Spam it, or if you decide it is spam,
07:57and you don't want to keep it, simply click Delete Permanently, and it goes away
08:00from your system entirely.
08:03Comments can be a great way to build a community, and drive new followers to your
08:07site, and the best way to keep them coming is to join in the conversation.
08:11Just keep in mind that you need to be vigilant with comment moderation, otherwise
08:15your site can be overrun by spam very quickly.
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Using Disqus to handle comments and avoid spam
00:00Though WordPress handles comments great on its own, there are some inherent
00:04issues with the WordPress commenting system.
00:07For one, the only way you can authenticate commenters is by either
00:10demanding they sign up as a subscriber to your site, or that they leave
00:14their e-mail address.
00:15Both of these are bad options, and they don't really work all that well
00:19at preventing spam.
00:20For another, the WordPress Comments section is an easy target for comment spam.
00:25There are many ways to deal with these issues.
00:28The one I keep falling back on is to use a service called Disqus as the
00:33comment management system.
00:34Disqus is a third-party service that takes over commenting on WordPress, and
00:39allows users to identify themselves through Facebook, Twitter, Google+, and a
00:45whole range of other services.
00:47In addition, Disqus adds new features, like voting on comments, sorting, and even
00:52favoriting comments, and Disqus users can track their own comments on multiple
00:57different Web sites, and see the responses for them in one central location. And
01:02best of all, it's nondestructive.
01:04You can install Disqus on your site, and let Disqus take over your commenting,
01:09and then at a later date, you can uninstall it, and WordPress will still have
01:13a record of every single comment, along with all the responses, right in its own system.
01:18Disqus is a fairly advanced option, but I am going to show you how to simply
01:22integrate it into your site, and then you can start playing with it yourself.
01:26Before I do that, I'll show you what Disqus looks like, because you're likely to
01:29have seen Disqus on some other Web site without being aware of it.
01:33We installed Disqus on this blendinsider.com Web site, and you see it in the
01:37Comment section down here.
01:40The Comments section, though it's customized to look like the Web site, is in fact
01:43powered by Disqus, and you can see that it's a little bit different from the
01:48regular Comment section in a WordPress site.
01:50From the top, you can like or dislike the page as a whole, and you can also sort
01:55the comments based on best rating, based on the newest first, based on the
02:01oldest first, and also based on popular right now.
02:05For each comment, you can see who liked the comment, you can flag the comment,
02:10you can like it yourself, and you can reply directly to the comment from within the field.
02:16And as you can see, all the comments are displayed in a very useful way, and if
02:21you scroll all the way to the bottom, you see that we also have this Reactions
02:25field, which shows reactions on other social media outlets to this post.
02:31So all in all, Disqus is a really cool way of displaying your comments.
02:35It's also much easier to manage your comments once you're inside the Disqus system.
02:40And for someone who visits the site, it's much easier to comment, because when
02:44you go, you can either log in directly to Disqus, or you can use one of these
02:49other OAuth services that most people already have accounts with.
02:53So I can, for instance, go in here, and log in via Twitter, and that way I don't
02:57have to have a separate log in, and I don't have to leave my e-mail address to be
03:01able to comment on this page.
03:02So how do we add Disqus to our Web site?
03:06Well, you can manage Disqus on your own, going directly to disqus.com, and set
03:12up an account here.
03:13But to make it easier, you can also add Disqus as a plugin directly into your site.
03:19Simply go to your Dashboard, go to Plugins > Add New, search for it, and it's
03:25spelled a little oddly; its spelled disqus. Search for the plugin, and you'll
03:34find the Disqus Comment System plugin right here.
03:38Install it just like you would any other plugin, Activate the plugin, and now
03:45you have to configure the plugin to enable Disqus comments.
03:48So I will go click on that button, and here, WordPress will make an assumption
03:53that my current profile already has an account with Disqus.
03:58I don't, so I need to click on this don't have a Disqus Profile yet, and I will
04:03be taken directly to Disqus, where I can create a new profile.
04:07Here, I am going to sign up with an e-mail address, and set up a Username for
04:13myself, and a Password, and create a profile.
04:23Now that I've created an account -- and I am just going to save the password in my
04:27browser here -- I am going to add a new site.
04:30So I will click, under Your Sites, Add to register a new site, and here I can
04:35put in the URL to the site, so that's samoca.org.
04:40I can set up the site name, and a short name if I want to.
04:45This short name will be the short name that appears in the URL for the site under Disqus.
04:51So for example, if my site was called Samoca Art Gallery, I might want to change
04:55that short name to something different, so that it displays better here.
04:59But in this case I am going to set it at samoca, I am going to set myself as a
05:04Primary Moderator, and then click Continue to add the site.
05:09My site has now been registered with the short name Samoca, and the
05:13Primary Moderator is me.
05:16Now I can do a quick setup here, and decide what I want to do with the
05:20features, but I'm just going to leave the defaults, and click Continue. I jump
05:26to the page for my site, and I can read this information if I want to, or I
05:31can just click Begin.
05:32From here, I'm given instructions on how to install Disqus on all these
05:36different types of services.
05:38But since I've already installed the WordPress plugin, I can just jump directly
05:41back to my WordPress site, and start using Disqus.
05:45I'll open a new tab here, I will login to my site, go to Comments, and now you see
05:52we have an option called Disqus.
05:53And from here, I am simply going to log in with my new username and password,
06:00click Next, select the Web site, which is this one, click Next, and Disqus has now
06:08been installed on my blog.
06:10Because Disqus doesn't yet know anything about my site, I now need to export my
06:15comments into Disqus.
06:17So where it says, if you have existing comments, you may wish to export them
06:20now, I will click export them, and then I go directly to the settings, where I
06:25can export my comments.
06:26So I will export my comments.
06:32Now all my comments are put into a queue with Disqus, and this does take a
06:35little while, especially if you have a lot of comments.
06:38So it may take a little while before your comments appear on your site.
06:42But in the meantime, Disqus is now activated on your site, and if you go to
06:47a single post, and you scroll down to the Comment section, you see that we
06:56now, instead of having the default Comment feature, we have the new Disqus
07:00comment system right here.
07:02And if you want to manage your comments, it still works the exact same way as
07:06before. You go under Comments, and Disqus, and you go directly into the comment
07:12moderation section, where you can now moderate your comments through Disqus.
07:16Disqus has a whole host of advanced features that you can see under Advanced
07:22Options here, and they also keep expanding their functionalities.
07:25There's always more stuff being added, and more advanced features being added.
07:30It's a free service, and it can be extremely powerful at letting people be able
07:35to comment on your site, and also follow their own comments.
07:38So it's a great service you should really consider using for your site.
07:42By leaving Disqus in charge of your comment moderation, you get a better user
07:46experience, and a more secure solution for your site, and your visitors.
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14. Exporting and Importing WordPress Content
Importing and exporting content from WordPress
00:00A common scenario when creating a new self-hosted WordPress site is that you may
00:05have an original WordPress.com blog, or a blog somewhere else on the Internet
00:10using another free service, and you want to move that content into your new
00:14self-hosted site to get more control over it.
00:17If that is the case, WordPress has plenty of options for helping you import that
00:22content into your site in a simple way.
00:25And I'll give you one example by importing content from an existing
00:28WordPress.com blog into the site.
00:32The first thing you need to do if you want to import content from WordPress.com
00:36to your own self-hosted site is go to the WordPress.com site you want to import
00:41content from, go to the Dashboard, go to Tools, and select Export.
00:50From here you can choose what content you want to export;
00:53all content, just your posts, just your pages, or just feedback, which is
00:59basically comments and pingbacks.
01:02In this case, I only want to export posts, and here I can make further
01:06decisions if I want to export just certain categories, or certain authors, or a
01:10specific date range.
01:12And when I'm done with all my settings, I click Download Export File, and
01:16WordPress will generate an XML file that I can download directly to my computer.
01:22I'll decide to keep this file,
01:23even though my computer says it may be dangerous; it's not actually dangerous,
01:28and now that I have the file on my computer, I can go back to my self-hosted
01:32site, go to the Dashboard, go down to Tools, and select Import.
01:40From here, you get a list of all the different services you can import content from.
01:44As you can see, you have several options.
01:46You have Blogger, Blogroll, the Categories and Tag Converter, which is a tool you
01:51can use to change categories and tags.
01:54You have import from LiveJournal, from a Movable Type, or TypePad blog, from an
02:00RSS feed, from Tumblr, or from WordPress.
02:04Now, the importer itself is not yet installed inside your WordPress application,
02:08so you have to download it manually, but it's not like you need to go and find the importer.
02:13All you have to do is simply click on the service you want to import
02:16from; WordPress will automatically take you to the installer for that
02:21particular import plugin.
02:23You click Install Now, the plugin is installed, and you can activate it, and then
02:28you return directly to the importer.
02:31From here, I can now choose the file I want to import;
02:35in this case, that file I just downloaded, which is found under Downloads.
02:40I'll select the file, click Open, and then click Upload file and import.
02:47Now WordPress will read the file, find out what content is in it, and then based
02:52on that content, ask me a bunch of questions.
02:55Usually, the only question it'll ask is, who do you want to assign the posts
02:59you're importing to, because originally in the site you're importing from, a
03:04certain user created those posts,
03:06and inside your new WordPress site, you have to assign an author to each post,
03:11and that author has to be a user on your site.
03:14So here you can either create a new author by putting in a username, or you can
03:19select an existing author.
03:21So I'm going to select myself as the author of the posts I'm importing.
03:25I can also choose whether or not I want to import the attachment files that are
03:29attached to the post.
03:31That would be the images, or any other media content that was uploaded to
03:35attach to those posts.
03:37In normal cases, I want to check this box because I want to download those files
03:40as well into my site.
03:43When I've done all these settings, I click Submit, and WordPress will now cycle
03:48through every single post that's in that XML file, and import that content.
03:53Depending on how large that file is, this may take a long time, and in many
03:58cases, you run into a situation where the file is simply too big.
04:02In that case, you have to go back to the Export option that you get your content
04:06from, and create several different date ranges.
04:09So say you export content from maybe three or four months at a time, and you do
04:13several exports of different content.
04:16As the importer runs, what it does is it cycles through every single post,
04:22grabs all the content, imports it into your site, and then puts it up as a new post in your site.
04:28So what we should see here now is that, if we go to Posts, and we scroll to the
04:34bottom, we have this new post.
04:36It's just a single post, and it's called Windows 8 video.
04:38If I go to my WordPress.com site on the front page, you see here it is; the
04:44Windows 8 video post. It just has a video in it.
04:49And if I go here and view my new Windows 8 video post, you'll see there it is; the video.
04:56So I just imported this post into my own site, and assigned it to myself as the author.
05:02If you have an existing Web site or blog on any of these services, or if you
05:13have an existing self-hosted WordPress site somewhere else, and you want to
05:17import the content from that site into your new site, you can do so using the Importer tool.
05:23I just want to tell you, though, that the Importer tools are not perfect, and
05:26in many cases, things get a little mangled when they get imported into your new site.
05:31So after you've imported content, always go in and check all the content you've
05:35imported to make sure everything still works, and you don't have any broken image
05:39links, or other information that doesn't display properly.
05:41But if your alternative is to go in and copy each individual post with all the
05:47text, and paste them over manually, this is a much, much better option.
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15. WordPress Site Maintenance and Security
Backing up a WordPress site
00:00WordPress is a rock-solid publishing platform and chances are you're very
00:04unlikely to ever run into any serious problems.
00:08Even so, like with everything else on the web, your WordPress installation is at
00:12the mercy of volatile servers, complicated networks, and evil no-gooders, with
00:16way too much time on their hands.
00:18So to ensure your WordPress web site stays alive and healthy,
00:22it's a good idea to have a steady backup cycle; both of your site itself and
00:27also of your database and the content.
00:29It may seem like a hassle, but trust me, if and when something goes wrong,
00:34you'll be glad you have a backup lying around.
00:36There are three main datasets you need to backup on your WordPress site:
00:40your database, your theme, plug- ins, and uploaded files, and your
00:44access information.
00:46And depending on what kind of backup model you want to go for, there are
00:49different methods for doing this.
00:52I'll show you two different approaches and then you can choose which one
00:55works best for you.
00:56The first approach involves creating a database backup in your email system
01:01and also on the server and then backing up your regular data content on your own computer.
01:06To do that, we're going to use a plug-in, so we're going to go into the
01:10Dashboard, go to Plugins, and install a plug-in called wp-db-backup.
01:20It's a very simple plug-in that allows us to make database backups of our site.
01:24I'll Install the plug-in,
01:26activate it, and once it's installed, the plug-in appears under Tools.
01:33Here at the bottom you have Backup, and from here, you can decide what you want to backup.
01:39These are the core database tables that are always backed up and you should
01:43always check all of them.
01:44You may want to exclude spam comments and also post revisions, because they
01:49take up a lot of space.
01:50So I'm going to check those two, but otherwise, everything else is normal.
01:54And then you have Backup Options.
01:56You can either do an immediate backup right now either to your server, to
02:01your computer, or to your email, or you can schedule backups that are sent to
02:06your email at intervals.
02:08So what I usually do is I do an immediate backup to my email address and the
02:16system now cycles through all my database content and packages it and then
02:20sends it to my email.
02:23If I want to, I can also leave a copy of that backup on my server or download it to my computer.
02:29And then I want to setup a schedule.
02:31Depending on how often you post content, you may either choose Once Hourly,
02:36Twice Daily, Once Daily, or Once Weekly.
02:39But it's always a good idea to at least have one backup every time you make a
02:42change to your site.
02:43I'm going to set it at Once Weekly and then set the Email backup address to
02:48mor10@samoca.org, because I know that this will generate a lot of emails, and
02:56then I click Schedule backup.
02:58Now the backup will run in the background and then once weekly, it'll package
03:02down the database and send it to my email address.
03:05For large sites with a lot of content that are updated frequently, I create
03:10a dedicated email address just for the backup so that the backups don't clog my system.
03:15That way I have a complete record of my database since the beginning of the time,
03:20and I can always go back and resurrect the site using the database backup
03:24whenever something goes wrong.
03:26If I'm using this backup solution, I'm only backing up the database content.
03:31That means I have to manually backup my files so that I know that if the cycle
03:37is down or something goes wrong, I can resurrect the site including the files.
03:41To do that, I'm going to make a backup on my computer.
03:44So first, I'll make a new folder for my backups.
03:52Then I'm going to go to my FTP client, log in to my site, and from here I'm
04:00going to the backup to wp- content folder and the wp-config file.
04:05This is the only file and only folders that really matter in a backup.
04:08The rest of the files and folders can always be replaced.
04:12And because I'm creating a new backup, I'm going to go into my folder, create a
04:16folder for today's date.
04:18So I'll create a new folder and call it march312012, and then I can drop the
04:27wp-content folder and the wp- config file into this folder.
04:35By doing this I am backing up all my site settings into wp-config file and I'm
04:40also backing up all my themes, all my plug-ins, and most importantly, all the
04:44files I've uploaded to my site, either image files or media files, on my
04:49computer, so that if something were to go wrong, I now have a complete backup
04:53of my entire sites.
04:54But you see that already there are a lot of files on my site, which means that
04:59if you keep doing this, you'll end up racking up a lot of data.
05:04So an easier way of doing this is to simply use a plug-in that not only backs up
05:08your database but also backs up your web site.
05:12Back in WordPress, I've deactivated some of my plug-ins and I'm also going to go
05:16and deactivate the WordPress database backup plug-in, so it doesn't collide with
05:21the new backup plug-in I'm going to install.
05:24So I'll click Deactivate to get the plug -in deactivated, and then I'll go click
05:28Add New to add the new plug-in.
05:31This one is called backup to dropbox.
05:33And if you're not familiar with Dropbox, it's worth taking a look at.
05:38Dropbox is an online cloud service that allows you to sync folders between
05:42computers and also store them in the cloud on Dropbox, so that if something were
05:47to go wrong with one of your computers, you can still find all those files.
05:51Personally, I have Dropbox installed on all my devices.
05:55I have it on my home computer, my office computer, my laptop, even my tablet and my phone.
06:00And by placing files and folders in Dropbox, I can then access them from any of
06:05these devices at any time and all of them are always up-to-date.
06:09In this instance, we're going to use Dropbox as a repository for the site backup.
06:15What this plug-in does is it links WordPress to Dropbox and allows WordPress to
06:20send files to Dropbox so that you have an automated backup system in the cloud.
06:26First I'm going to install WordPress Backup to Dropbox and activate the plug-in.
06:31And once the plug-in is activated, you'll see it appears all the way down here
06:36at the bottom of the side menu, and I can click on it and now I have to link the
06:42plug-in directly to Dropbox.
06:44Now the next step requires that you already have a Dropbox account.
06:47If you don't have a Dropbox account, go to dropbox.com and sign up for the free service.
06:53Once you have the Dropbox account, you can click on this Authorize button.
06:58This takes you to a page where Dropbox asks if you want to authorize WordPress
07:02Backup to Dropbox to talk to Dropbox directly.
07:06And in this case you do.
07:08You want WordPress to be able to write content directly onto Dropbox, so you get your backups.
07:13So I'll click Allow and when I now go back and reload this page, you see we now
07:20have WordPress Backup to Dropbox linked up to Dropbox, and I get some basic
07:25information like what account I'm linked to and also how much space I have.
07:30As you can see, I currently have 2.5 gigabytes of free space, because I don't
07:35have anything in my Dropbox yet.
07:36With WordPress Backup to Dropbox linked to Dropbox, we can now configure the
07:41plug-in to do the backups we want.
07:43If we scroll down to Settings here, you can start off by saying if you want to
07:47store the backups in the subfolder of the wpb2d app folder.
07:53I'm not going to do that, but you can if you want to, just for
07:56organizational purposes.
07:58Next, you can set what day and time you want the backup to happen on.
08:03You can set it to any date and time, but I recommend you set it to sometime
08:06during the night so that you don't have a problem with people accessing your
08:10site just as it happens because it's quite labor-intensive for your web site.
08:14When it comes to what day you want to set it on, you should set it directly
08:18after you normally do updates to your site.
08:21So for example, if you only post on Thursdays, you should set it on Friday morning.
08:26If you only post on Wednesdays, you should set it on Thursday, and so on.
08:29So I can go in here and change this, I'll set it to Wednesday at 1 am, and then
08:34you can choose the Frequency from Daily to Weekly, and so on.
08:37I'm going to set it to Weekly and that's the recommended setting, unless you're
08:41very infrequent blogger.
08:43At the bottom here, we have the most important option.
08:46That is, we can select what folders and files we don't want to back up. This is important,
08:52because as I've said previously, there are a lot of files and folders in
08:56WordPress you don't need to backup because they are replaceable.
09:00If you lose the file, you can simply replace it with a new version from the
09:04most recent version of WordPress and everything will just work the way it's supposed to.
09:08That means backing up these files and folders is pointless because you're
09:13just wasting space.
09:14What you want to do is only backup the files and folders that matter.
09:18And these are the wp-content folder which contains your plug-ins, your themes,
09:23and all your uploaded files, your htaccess file if you have it, because it
09:28configures certain server settings that are special to your site.
09:32And finally, the wp-config file which has all the configurations that let
09:37WordPress talk to your database.
09:40So I'm going to go and check all, to say I don't want to backup any of the files.
09:45And once they're all checked, I'm going to scroll back up again and uncheck
09:49wp-content, htaccess, and down here, wp-config.
09:57With all the settings complete, I now have automatic backup every Wednesday at 1
10:02am on a Weekly basis and I'm backing up wp-content, htaccess, and wp-config.
10:10I click Save Changes, and at the top here, you'll now see the next scheduled
10:15backup and you have all the settings that you can change at any time.
10:20Running automatic backups of your site is important, not only because if
10:24something were to go wrong you have a backup, but also because it gives you peace of mind.
10:29You don't have to worry about your site.
10:31What backup procedure you choose to use is completely up to you.
10:35But as you've seen, setting up a backup system using either plug-ins or a manual
10:39method, or a combination of both is not hard, and it's something I recommend you
10:44start doing right away.
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Restoring a site from a crash
00:00If your WordPress site goes down in a catastrophic crash, is hacked, or is
00:04otherwise compromised, you may very well have to restore it from backups.
00:09Fortunately, WordPress is intentionally compartmentalized, so that a failure in
00:14one section rarely affects another.
00:17Knowing how to diagnose different issues, apply the correct fix, and restore
00:21site data from a backup, are important skills for any WordPress site owner.
00:26Fortunately, these tasks are relatively simple to undertake as long as you have
00:30a solid backup routine in place.
00:33Let's say one day you're working on your site, and you reload your front page,
00:37and all of a sudden this happens.
00:40You get a server error, and clearly something is badly wrong with your site, but
00:44you didn't install a new plugin, you didn't install a new theme, and you didn't
00:48really do anything that should cause this problem.
00:50More than likely, what you're looking at here is WordPress itself being
00:54broken for some reason.
00:56It can happen because there is a bad sector on the server, or something else
01:00could have gone wrong that would break WordPress as an application.
01:03The good thing about this is that when WordPress breaks, it generally breaks in
01:08the file structure, which means if you simply replace the broken files with new
01:12files, everything should be back up and running again.
01:15Whenever I see a WordPress Web site go down like this, in some cases, you'll also
01:19see a slightly different view,
01:20so I'll open this in Firefox to show you.
01:23In Firefox, instead of getting that warning, you simply get a white page.
01:29If you already know you didn't install a new theme, or a new plugin when this
01:32crash happened, you can make the assumption that what went wrong here was that
01:36WordPress somehow broke.
01:39If that's the case, what you should do is replace WordPress, the application,
01:43with a fresh new version of WordPress, the application.
01:46The first step is to go to wordpress.org, download the latest version of
01:53WordPress, extract the folder, and then I'm going to move this folder onto my Desktop.
02:05So now I have a fresh version of WordPress, and I know that everything inside
02:11this folder is fine.
02:13So the problems that I may have on my site should not be duplicated inside this folder.
02:18The next thing I want to do is go to my FTP application, log in to my site, and
02:24though the site looks like it's normal, I'm going to assume that something is
02:28badly wrong here, and that some file is either missing or broken.
02:31So to deal with that problem, I'm simply going to replace every single file in
02:35here -- except for the wp-content folder, and the wp-config file -- delete them all off
02:42the server, and then replace it with a fresh new version of WordPress.
02:46Before I do anything, though, always make a backup.
02:48I've already made a backup of the wp-content folder, and my wp-config folder, and
02:55I'll also make a backup of my .htaccess file.
02:58So I'll go into my Backups, find the backup for today, and grab my .htaccess
03:05file, and dump it in.
03:06These are the only files I need to keep, and I'm just backing them up in case, for
03:11some strange reason, I accidentally delete them off the server.
03:15Now I'm first going to remove all the other files from WordPress in my host, so
03:20that I can upload a fresh new version of WordPress.
03:23So I'll go Control+A to select all my files, and then I'll uncheck wp-content,
03:28.htaccess, and wp-config, and I'll delete the rest of them. So I'll hit Delete,
03:35and delete the rest of WordPress.
03:37This may seem extremely drastic and harsh, but the reality is, currently
03:42your site is not working, which means whether or not I delete it should make no difference.
03:47And you have to remember that WordPress the application, is separate from the
03:52stuff you post on WordPress.
03:55So when you publish content on to WordPress, you're actually putting that
03:58content in a database somewhere else, and WordPress is just the application you
04:02use to access that database.
04:05So whether or not you delete WordPress, and replace it with a new application
04:09doesn't make any difference to the database.
04:12Now WordPress is deleted, and I can move in my fresh version of WordPress.
04:16So I'll open my wordpress folder, I'll go Control+A to select all the files, and
04:21just unselect wp-content, and I already know there is no wp-config file in here,
04:26because this is a fresh version of WordPress.
04:29So now I'll simply grab all these files, and dump them into my FTP application,
04:34effectively reinstalling WordPress.
04:38Now that I've uploaded a fresh version of WordPress, I'm going to cross my
04:41fingers, and hope that the error on my site was caused by either a missing file,
04:46or a broken file, and that in this process, I've fixed the problem.
04:49So I'll go back to my browser, reload the front page, and my site comes back
04:55online, which means I've fixed the problem.
04:58I did this to show you something very important:
05:00you really have to understand this; that WordPress as an application is a
05:04standalone application.
05:06The best analogy I can think of is if you think of WordPress like a word
05:11processing application, like Microsoft Word, and the database in WordPress like a Word document.
05:16Whether or not you have Microsoft Word installed on the computer makes no
05:21difference to the document; the document still exists on its own.
05:25You can uninstall Microsoft Word, and you will longer have access to your Word document,
05:30but if you reinstall Microsoft Word, then you can open your document again.
05:34The same with WordPress.
05:36But what if you install the fresh version of WordPress, and the site
05:39still doesn't work?
05:41Then you have to go back to your source, and figure out what's wrong.
05:44One possible reason may be that your wp-config file either got corrupted, or that
05:50your database information has changed.
05:53If you reset your WordPress to a fresh install, and it still doesn't work, you
05:57need to go and check out your wp-config file, and find out that all the
06:01information in the wp-config file is in fact correct.
06:05That means grabbing your wp-config file, putting it on your computer, opening it
06:11in a notepad, and going in, and checking these entries: database name, database user,
06:17database password, and database host name.
06:20If this information is correct, and your site still doesn't work, it's likely
06:25a database problem.
06:27But more likely than not, it's not a database problem;
06:30it's either this information, or you've simply installed a broken theme, or a
06:35broken plugin, in which case, you need to go into your FTP application, go
06:40to the wp-content folder; under themes, find the theme you just installed, and
06:45uninstall it, or under plugins, find the plugin you just installed, and uninstall it.
06:52There is one more possibility, and it's the most severe one.
06:55There is a very, very, very small chance that something may have happened to your database.
07:01If your database has been corrupted in some way, the first thing you should do
07:05is contact your hosting provider, and ask them for a help.
07:08More than likely, they will have a backup of your database, and they will be
07:12able to just replace your current database with the old one, and everything
07:16will go back to normal.
07:17By having your site hosted with a hosting provider you are paying, you are also
07:21paying for service, meaning they should help you.
07:25If for some bizarre reason they refuse to help you, or they can't help you, you
07:29can still go to your database backup, and restore your database manually.
07:33If you're going to do that, you need to go to this page on the WordPress Codex.
07:38It's called Restoring Your Database From Backup, and it'll walk you through all
07:42the steps of restoring your database.
07:44I'm not going to walk you through it here, because this process changes depending
07:48on the host you're using.
07:49But this page will walk you through the process, and using this page, and being
07:54on the phone with your hosting provider will help you restore your database from a backup.
08:00Depending on the situation, different backup restoration routines will kick in.
08:05In almost every case, your site will go down because of corrupt WordPress files,
08:09a bad theme, or a bad plugin.
08:11Only in rare cases will you experience a database failure, or even worse, a hacked site.
08:18But even when these catastrophic events happen, you can easily restore things to
08:22the way they were, using your backups, and the techniques I've just shown you.
08:26And remember, if something goes badly wrong with your site, your first option
08:30should always be to contact your hosting provider, and asking them for help.
08:34More likely than not, they'll be able to walk you through the process, or just
08:38fix it on their end without much hassle.
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Keeping WordPress up to date
00:00The social Web is evolving at an astonishing rate, both in how people use it, and
00:05also in the technology that runs behind the scenes.
00:08Any good platform, like WordPress, make every effort to stay on top of that
00:13evolution, both to keep up with the latest trends, and also to keep its users safe.
00:18Because WordPress is an open-source platform, it has an almost unlimited supply
00:23of coders and developers who are always working on making the platform better.
00:27That means there are nearly constant updates rolling out, containing everything
00:32from small code fixes, to security hole patches, to full feature upgrades.
00:37This is true for the platform itself, as well as for all plugins and themes.
00:42Running a WordPress site of your own, it's important that you always stay on top
00:45of these developments, so you know you're always working with the latest version,
00:49and have the latest security patches.
00:52Fortunately, upgrading WordPress, and also upgrading plugins and themes,
00:56is incredibly easy.
00:58When an update to WordPress becomes available, you immediately get this warning
01:02at the top of your Dashboard.
01:04It'll tell you what version number is the new version that's available, and it'll
01:08ask you to upgrade right away.
01:10You'll also be able to see it on your Dashboard;
01:12under the Right Now heading, it'll say, You are using WordPress, and then give
01:16you the version, and it'll also give you a button saying what is the new version.
01:21And if you don't see it anywhere here, because you've turned it off in your
01:24settings, you can go to Dashboard, and Updates, and here you'll see a list, not
01:30only of what versions of WordPress you can update, but also if you have upgrades
01:34for any of your plugins or themes.
01:37When a new update is released, it's always a good idea to go to the page for the
01:40upgrade to check out what was actually changed.
01:44WordPress releases these version history documents that we'll show you exactly
01:48what was changed in that latest release.
01:50And you can see that a lot of files were changed in this release between 3.3 and 3.31.
01:57In almost every case, you always want to apply an update.
02:01There are some scenarios, like if you're running an extremely customized site
02:05that has very advanced custom plugins or themes in them, that you may want to be
02:09a bit careful about upgrading right away, because there might be bugs.
02:13But overall, you should always apply the latest upgrades, because the upgrades
02:17come with important security upgrades.
02:20To update WordPress is, like I said, an incredibly simple procedure.
02:24You go to the Update page, and after backing up your database and your files, you
02:29click on Update Now.
02:32WordPress will now go to the WordPress repository, grab the latest version of
02:36WordPress, download it, unpack it, and install it for you, and you get a message
02:41saying, for example, Welcome to WordPress 3.3.1, with information about this new
02:47version of WordPress.
02:49The exact same thing happens when you upgrade plugins or themes.
02:53WordPress will go out for you, grab the file, unpack it, and install it.
02:58In the very unlikely circumstance that updating WordPress, or updating a theme, or
03:02a plugin crashes your site, you can always also revert back to an earlier
03:07version of WordPress.
03:08To do that, go to wordpress.org, click on the Download button, and here on the
03:17side, we have a link to Release Archive.
03:20Here, you'll find every single version of WordPress from the very beginning.
03:24You see version 0.71 all the way up to the current release.
03:29So if, for instance, you upgraded to the latest version, but it doesn't work, you
03:33can go and find an earlier version that you know worked, download that, and
03:38install it manually using the manual backup solution we showed you earlier.
03:42That way, even if a new install takes your site down, the original install will
03:48bring it back up again.
03:49In certain updates, for example, between version numbers -- so in the jump
03:54between 3.1 and 3.2, or 3.2 and 3.3 -- you'll often see database updates happen at the same time.
04:01In that case, what will happen is you'll get a small flag when you do the update
04:06that says, you now need to update your database.
04:08All you have to do then is click on the button that says Update Database, and
04:13it'll be done for you.
04:15Keeping WordPress, and your plugins, and your themes up to date is an easy
04:19process, and it's also a very important one.
04:22So any time you see a flag that says there is an update available for either
04:26WordPress, a plugin, or your theme, you should always apply it.
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16. Getting Readers
Creating user-friendly permalinks
00:00As you've been playing around with your site, you may have noticed that the
00:03permalinks, the URLs that appear up here in the address field, look kind of odd.
00:09If, for example, I go to the blog, and then go to a quote, you'll see that the
00:15URL says, samoca.org/?p=168.
00:21This last part of the link is the reference to this post.
00:25This is post number 168 in the database, and the Question Mark
00:31basically says, I'm looking for post number 168, and the URL is in fact a
00:37database reference saying, go to the Database; find post number 168.
00:44That's a great permalink for a computer, but is a terrible permalink for human
00:49beings, because it doesn't make any sense.
00:52What you want is a human readable permalink structure, so that when you send
00:56someone a link, they can read the link, and understand what that content is.
01:01This is a very complex operation that involves what's called a URL rewrites,
01:06where the database automatically, and on the fly, rewrites your URLs to point you
01:11to the right content.
01:13However, it's not complicated for you, because the developers of WordPress have
01:18created an interface for that exact purpose.
01:21If you go to your Dashboard, go down to Settings, and select Permalinks, you can
01:27select a variety of different structures for your Permalinks, and you can also
01:32create your own custom structure if you want to.
01:35So for example, if I want to change it from the Default, which is this weird ?p,
01:40and then the number for the post, I can select Post name.
01:45You see the Custom Structure appear down here, and when I save this change, and
01:52visit my site, now when I reload, you'll see that when I visit Beauty is, for
01:57example, which points to this Famous quote link, it will take me to the story
02:02called Famous quote, and the URL says famous-quote.
02:07Same thing for pages. I jump to page, it says about.
02:12I jump to Volunteer for SAMOCA, it says about/volunteer-for-samoca, because
02:18Volunteer for SAMOCA is the child of the About page.
02:22These names are the slugs you see admin panel.
02:26So if you go back to the edit settings, and go to, for instance, a page, you'll see
02:31that if we Quick Edit Volunteer for SAMOCA, we have a Slug here, and the Slug is
02:37volunteer-for-samoca, with dashes in between.
02:40So the slug is the machine-readable name, and it's also the name used in the URL.
02:48You can play around with these Permalinks Settings, and create your own custom
02:51settings if you want.
02:52You can create quite advanced permalinks, using a number of different tags
02:57that are available.
02:58By following this link, you'll see a full list of them.
03:00Go down here; you can set year, month number, and so on, all the way down.
03:07You can also set the Category and Tag base, which is down here.
03:12This is used so that, if you, for instance, put topics as the Category base,
03:18then any time someone goes to a Category page, it will start by saying topics,
03:22and then it will list the name of the category, and you can do the same for the Tags.
03:26Combined, all these features allow you to create highly customizable permalinks
03:32that will point to different content on your site.
03:35The only thing I urge you not to do is the most popular thing to do.
03:39A lot of people start the permalink structure by saying category name, and then post name.
03:45This can, in some cases, cause severe problems on your site
03:49if you have a category that has the same name, and the same slug as a page,
03:53because in that case, WordPress won't know where you're pointing, and things can
03:57get really messed up.
03:59With a logical and easy to read permalink, people are more likely to visit your
04:03site, because they understand what you're linking to.
04:05That said, more and more people are now using shortened links when they share
04:09content on social networks.
04:11So it's not necessarily the be all and end all it was a couple of years ago,
04:16and I'm going to quickly show you that short link as well.
04:20If we go back to the front end of the site, go to the blog, find a post, and go to Edit Post,
04:27you'll see that, in addition to having the Permalink listed here are the top --
04:32which, by the way, now that you've activated Custom Permalinks, you can change
04:36into something else if you want --
04:39you can also get the Shortlink.
04:40If you click Get Shortlink, you get this wp.me short link that is unreadable,
04:47but it's very short, and you can use this link when you share things on Twitter,
04:52or Facebook, instead of the long full link.
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Setting up WordPress for search engine indexing and social sharing
00:00Once you've created a Web site, and you're starting to produce great quality
00:04content that you are putting online, you want people to be able to find that
00:07information, and also share it with their friends, so more people can find that information.
00:12In Web design and development circles, the terms findability and shareability are
00:17becoming very important issues.
00:20The Web is filled with content, and it's a true challenge to get your site to cut
00:24through the noise, and reach your target audience.
00:27One of the main reasons I use WordPress when I develop sites for my clients is
00:31that WordPress is, by nature, built to be found, and built to be shared.
00:36Search engines and social networks, like Facebook, and Twitter, love WordPress
00:41sites, and with some extra tweaks, you can dramatically increase both your
00:45findability, and your shareability, and ensure that your site doesn't become one
00:49of those undiscovered gems on the Web.
00:51We are going to be using search engine optimization tools to do this, but I don't
00:57really like that term search engine optimization, or SEO, because it carries with it
01:02this idea that you can somehow optimize your site to be higher ranked on the search engines.
01:07That's not really the case. What you can do with these tools is insert good
01:13descriptive information about your posts, and that information is what's
01:17displayed in the search engines, and also all the social networks when people
01:21share your content.
01:23There is an easy way, and a more complicated way to do this, and I am going to show you both.
01:28The easy way is to install the All in One SEO Pack plugin.
01:32So let's do that first.
01:34I will go to my Dashboard, go to Plugins, Add New; search for all in one seo.
01:45This is not the first plugin you will see on the list;
01:48it's actually more like number five.
01:50You want the one that's just called All in One SEO Pack.
01:53The other ones are plugins that attach to the All in One SEO pack.
01:58I click Install Now, the plugin is installed, and now I am going to activate the
02:04plugin. And now that I have activated the plugin, I immediately get this warning
02:09that I need to configure All in One SEO Pack. That's because, by default, this
02:14plugin is turned off,
02:15so I have to turn it on.
02:17I can go directly to the admin page from here, or I can go to Settings, and
02:21find All in One SEO.
02:24After scrolling past all the information on top, and also considering donating
02:28to the plugin developer, you find the settings, and here you need to set the
02:33plugin status to Enabled.
02:35I will walk you through the rest of the settings in a bit, but first let's just
02:39activate it, and see what happens.
02:43What the All in One SEO plugin does is
02:46it gives you new fields inside your post editor, and I will show you what those are.
02:50Let me just turn all the other stuff off.
02:52So I will leave All in One SEO Pack checked, and then I will just turn off
02:57Excerpt, Trackbacks, Custom Fields, Discussion, Slug, and Author.
03:03Now you will see, almost directly under the Editor, we have this new field called
03:09All in One SEO Pack, and let me show you how it works.
03:12First I am going to create my new post.
03:14I will call this post High altitude experiments - How to boil an egg faster, and
03:27then I can put in some content, and after categorizing the post, I can publish it.
03:39Now if I go and view the post in a separate window, you will see that the
03:43title of this page up here says High altitude experiments, and so on, and so on, and so on.
03:51What I want to do now is attach a better description to this page.
03:55So I can go down to All in One SEO Pack, and enter a new title.
04:02This time I will say, How to boil an egg, and I can also append a
04:07shorter description.
04:08So I will say, Article about how to boil eggs on mountains.
04:16And I can even add Keywords if I want to.
04:19The keywords are less important these days, so I will leave it at just adding a
04:23Title, and a Description, and I will update the page.
04:28Now if I reload this page, you will see that the title up here in the tab
04:33changed to How to boil an egg, whereas the title of the posts itself stays as
04:38the original title, and if we go into the back end of the page, so we look at
04:43the code itself, you will see that down here, we now have a new meta field that
04:49says, meta name, description, and then here it has that Article on How to boil eggs on mountains.
04:56This information, though it's not available to us human beings when we visit the
05:01site using a regular browser, is made available to search engines, and to social
05:06media sites, meaning that when people share this post on Facebook, or Google+,
05:12Facebook and Google+ will go and grab this title, and this short description, when
05:17that link is displayed.
05:19That way you can actually control what people see when they see your site, either
05:24on Google, or in these social networks.
05:28The All in One SEO Pack plugin also lets you set settings for other pages.
05:32For example, you can set both the Home Title, the Home Description, and even Home
05:38Keywords for your homepage, since the homepage contains all these other pages,
05:43and you can automatically change the way this is displayed.
05:46You will see that right now, when I hover over this tab, it says the title of the
05:51post, and then the title of the site. But you can go here and change it to
05:54something else, for instance, the title of the post, then a category, and then the
05:59title of the site, or you may want to leave the title of the site out.
06:03And you can do this for each of these different fields.
06:07The All in One SEO Pack plugin is fairly advanced, and you can even upgrade to
06:12Pro Version, which is even more advanced.
06:15However, you can still upgrade a step further by installing a different plugin;
06:20the one called WordPress SEO that's made by a man name Yoast.
06:23Yoast's WordPress SEO plugin takes things a step further, and also integrates
06:28your site, both with search engines, and also with social networks.
06:32So I am going to go in and install that plugin as well.
06:36So I will click Add New, and I will search for SEO Yoast. Here it is; WordPress
06:45SEO by Yoast. I will install it, and activate it, and after I turn off these
06:52flags, you will see I now have a whole new panel down here, with lots of new
06:57options for my plugin.
06:59Now, before I start messing with these settings, I am going to turn All in One
07:02SEO Pack off by deactivating it,
07:06and then I am going to go back into my post editor. So I will click Add New
07:09Post, scroll down, and now, instead of the All in One SEO Pack box, I have this
07:17larger WordPress SEO by Yoast box that has more options.
07:21This plugin is very advanced, and there a lot of settings that you can really
07:25dive into, but I will show you the coolest feature about it.
07:28It has a Snippet Preview, which previews both what this post will look like
07:33when it's shared on search engines, and what it will looks like when it's
07:36shared on social networks.
07:37So as I go in and type in an SEO Title, for example, This is my new title, you
07:45can see what it looks like when it's shared. And if I put in a description,
07:52you'll see that as I type, I not only see the snippet preview, but I can see what
07:57happens when I write a sentence that's too long, because we have a very limited
08:01number of keystrokes for these sharing options.
08:04So by using the WordPress SEO by Yoast plugin, we are seeing more of what we're
08:09doing, and we can refine our search and sharing parameters even more.
08:12And like I showed you, the SEO by Yoast plugin has a lot of extra features.
08:18For example, it allows you to create custom XML sitemaps that you can submit
08:22directly to search engines.
08:25It also allows you to verify your site with a major webmaster tools, like Google
08:29Webmaster Tools, Bing Webmaster Tools, and the Alexa Verification Tools.
08:35And it allows it to link your site directly to the Facebook OpenGraph,
08:39and this last setting is extremely useful if you have a Facebook page, because
08:44now you can associate your Web site directly with that Facebook page.
08:48If you just want to make your content better for search engines, and for people
08:52who share your site, it's good enough to use the WordPress All in One SEO Pack plugin.
08:59However, if you want complete detail control, and you really want to get good at
09:04this, you should download and install WordPress SEO by Yoast.
09:08You may have to read some documentation, and you have to really go through these
09:12settings, and customize them to your liking, but this plugin will take your
09:17site far.
Collapse this transcript
Enabling easy sharing through AddThis
00:00Over the last several years, the Web has evolved from search-centric to social-centric.
00:06By that I mean, whereas people used to use search engines to find content,
00:10they now use social networks, like Facebook, Google+, and Twitter to both share and find content.
00:18That also means that you have to make it as easy as possible for people to be
00:22able to share your content with the world,
00:24and ideally, you want to make it so that with one click, they can share your
00:28content on their preferred social network.
00:32As you can see, right now, my post has no sharing features, meaning if I want to
00:36share this on say Facebook, I would have to go in and copy the URL, go to
00:41Facebook, paste the URL in, and then Facebook would help me share it.
00:46What I want to do is add buttons to my site, so that people can just click a
00:50button, and it shares that content out with other people.
00:54If you have the Jetpack plugin installed like I do, then you already have some
00:58basic sharing options built in.
01:01To find them, you can go to Settings, and then go down to the bottom under
01:04Sharing, and here you have the ability to put basic sharing buttons on your
01:09posts and your pages.
01:11To use this, all you have to do is grab the features you want, so let's say I
01:15want the Facebook button, I want a Twitter button, and I want a Google+ button,
01:20and then under a Share button, I want the rest of them.
01:23So I'll just drag all of them in here, and now I have a basic sharing bar.
01:30You can see a preview of it down here, and it has this Share button that opens
01:34more options, and this bar can be appended to either my pages, or my posts, or
01:39even my index pages.
01:42I can customize these buttons if I want.
01:44If I click on the dropdown here, I can change the Facebook button from the
01:47Default, which is an icon plus text, to either the Share button from Facebook, or
01:53the Like button from Facebook that everyone is used to.
01:57For Twitter, I can choose whether I want to use the smart button, which is what
02:00you see here with this Tweet number, or if I just want a standard button that says
02:05Twitter next to it, and I don't have any options for Google+ right now.
02:11Once I've created the bar I want, I can set some basic configurations.
02:15I can change the Sharing label.
02:16You see right now it says Share this, but I can say Spread the love, or Share
02:21this with your friends, or whatever I want, and I can also set whether or not the
02:24buttons should open in a separate window, or in the same window.
02:29With all the buttons set, I then decide where I want to display them.
02:33I want to display the buttons only on my Post pages, because I find that they
02:36clutter up everywhere else where they're displayed.
02:39But if you want to, you can add them to other pages, like the index pages, or
02:44regular pages, or even media pages.
02:47Once I'm satisfied with my settings, I simply click Save Changes, and if I now
02:54go and open a post, scroll down, you'll see that at the bottom of the post, we
03:01now have the sharing buttons.
03:04So through Jetpack, I get a basic sharing option that allows me to add these
03:08basic sharing buttons.
03:09But you can add far more advanced sharing buttons by using a dedicated plugin,
03:15and there are hundreds of different plugins available that add different
03:18types of sharing buttons.
03:19The one I use the most is one called AddThis, and I'll show you what it looks like.
03:25It has a lot of different customization options, and this is one of them.
03:29What you see here is four interactive buttons, and one Plus button that shows
03:34the rest from AddThis.
03:36The point of this particular tool is that, rather than showing a set of
03:40preconfigured buttons -- let's say I pick Facebook, Twitter, and Google+ -- AddThis
03:44will track the user, and find out, the current user, what does that person
03:50regularly use? And then display the buttons for those services.
03:54So if I was a heavy Google+ user, it would show Google+ first,
03:59but if I was a heavy Facebook user, it would show Facebook first.
04:04Before we add AddThis, I'm going to turn off the sharing options we've
04:08already configured.
04:10Because this feature comes with Jetpack, you can't uninstall the feature;
04:14it comes with Jetpack, but you can deactivate it, like I just did.
04:18And then I'm going to go to Plugins > Add New, search for addthis, in one word, and
04:26install the AddThis plugin.
04:31Once installed, I can make changes to the plugin by going to Settings, and
04:36scrolling down to AddThis, and from here, I can decide what kind of button I want.
04:42From the admin page for AddThis, I can customize where I want to display the
04:47buttons, and also how I want them to display.
04:50I want the buttons to only appear on the top of my posts, so I'm going to go down
04:54here ,and turn Choose sharing tool to display below the post to None.
04:59And then, instead of this default button row, I'm going to go to More Options, and
05:04pick a different one.
05:05As you can see, I have a bunch of different preconfigured options, but I want
05:10to build my own. So I'll click Build your own, and from here, we can really get specific.
05:17You can either go in and specify a set of services you want to display, and if
05:21you want the service codes, you can just follow this link, and it will take you
05:26to the AddThis page, where you see all the different services available, and
05:30there are hundreds and hundreds of these services available.
05:33Or you can simply go to Automatically personalized, and pick how many you want to display.
05:40So I'll set it to 5, and then I'll also activate the More button, so that we have
05:45more services available.
05:47What'll happen now is, when people visit the site, AddThis will automatically
05:52ask the browser, what is the most commonly used social networks the current user uses?
05:57And then display the links for those social networks.
06:00That means we're customizing the display for each individual user, and making it
06:04more likely that that user shares our content.
06:08Now that I've set the settings I want, I'm going to scroll down to the bottom,
06:11and save changes, and then reload my page.
06:17And you'll see, now I have five sharing buttons, plus this pop-up with more sharing
06:22options, right at the top of my posts.
06:25And if a visitor clicks on, for instance, this Facebook button, she is taken
06:30directly to a Share page, where you see the information about the post, and you
06:34can share that link.
06:38If you're using AddThis, you should also go sign up for a free AddThis account.
06:42That way, you can track the stats of your sharing, and see how people behave in
06:46the sharing environment, and what they're sharing.
06:49Once you're using it, you can also click on the Advanced tab, and see some of the
06:53more advanced options, because it can really get quite fancy with this feature,
06:57and add some very advanced buttons to your site.
07:01Adding interactive sharing buttons to your site, either through Jetpack, or
07:05through AddThis, or through some other plugin, will greatly enhance the user
07:09experience for the people visiting your site, and will also increase the reach of
07:14your site as a whole, because once people start sharing your site, their friends
07:18will see your content, and then they will share it further,
07:22and the more people share your content, the more popular it gets, the more
07:26visitors you get, and the more trusted your site gets.
Collapse this transcript
Best practices for writing content to get more readers
00:01Some of the most common questions I get from my clients, as well as people
00:04who've just set up their own WordPress site are, what do I do now? What do I
00:08write about? Why aren't people sharing my content? And, how do I get a better ranking on Google?
00:15The answer to all those questions is good quality content, because
00:20today, content is key.
00:22In fact, content trumps everything else. So whereas in the past, you were able
00:27to cheat the search engines by doing clever coding in your site, and writing in certain keywords,
00:32now the only thing that matters is that your content is well-written, factual,
00:37and that people like it, because today, sharing on social networks trumps search engines.
00:44In fact, more and more people are using their social networks as search engines,
00:49so people go searching for things on Facebook, on Twitter, and even on YouTube,
00:54rather than going to Google.
00:56So you should be focusing all your attention on spreading content out to
01:01these social networks.
01:02That means when you write your content, always start by asking a question, and
01:07then answering that question.
01:09When you're done writing your content, click the Like button, like your own
01:13content, so that your friends see that you published something new.
01:16Also share the link on Facebook, on Google+, on Twitter, and other places, so that
01:23your friends, and your social network see your content, and spread it out further.
01:28Also make it so that people have an easy time sharing the content if they like
01:32it, and also have an easy time interacting with it by leaving comments, or leaving
01:37something on your Facebook page, or something else.
01:40That way you create a community that will spread your content further than you
01:44ever could on a search engine.
01:47In today's society, what matters is that you create good quality content that
01:52people actually care about.
01:54And if you want to get good ranking, that means you should write about something
01:58you either care about, you know about, or that you want to know about, because
02:03no matter what, you'll find someone out there who is also interested in what
02:06you're writing about.
02:08So if you write good content, the viewers will come, but remember, it takes time.
02:13So here is the basic plan for you.
02:16Make a plan where you set aside one hour on one day of every week -- let's say
02:21one hour every Wednesday -- and you say, in this one hour every Wednesday, I'm
02:26going to write a full post.
02:28I'm not going to spend more than an hour, and when the hour is up, I'm going to publish it.
02:32And then you make that into a routine, so that every weekm, you publish a new
02:36article on Wednesday that you only spent one hour on.
02:40When you're well into that routine, and its working, and you've got readers, then you
02:43can start expanding; maybe adding another day, or maybe adding another hour, so
02:48you write longer or better content.
02:50But that way, you make a routine out of it, and you make your system better,
02:54so that you're able to create quality content that gets published on a
02:58regular basis.
Collapse this transcript
17. Diving Further into the World of WordPress
WordPress sites are not just plain old blogs
00:00When you start working with WordPress, it's easy to think that WordPress is
00:04mainly a blogging tool.
00:06You use it to create a blog, you publish your blog content, you get other people
00:09to comment on your blog, and it's basically just a blog.
00:14The reality, though, is quite different.
00:16WordPress can be pretty much anything you want it to be, just like I said in the
00:20very beginning of this course.
00:22Rather than thinking of WordPress as a blogging tool, think of it as a tool you
00:25use to build Web sites.
00:28By changing your frame of reference like that, you'll discover you encounter
00:32whole new possibilities, and you start getting ideas about what you can do.
00:36Let me show you some Web sites we've built with WordPress, just to give you an
00:40idea of how flexible this application is.
00:44You've already seen the BlendInsider Web site.
00:47It's basically a blog that we designed for Microsoft, so that they can write
00:51content about an application known as Blend.
00:54BlendInsider really is a blog, although the blog posts are all tutorials,
00:59but what I want you to see in BlendInsider is how the pages change,
01:03depending on the content.
01:05You see here on the front page, we have this large slider, along with these
01:10two boxes on the side.
01:11But if we go down to the pagination, and jump to page number 2, you see that
01:16that box disappears, and we only see the posts.
01:20If I jump to a single post, the design changes, and we get this large header that
01:25spans across the sidebar, and the sidebar shifts down.
01:29These are all design elements that take away from that general idea of what a
01:33blog looks like, and this is kind of where things are going, both with WordPress,
01:37and with the Web in general.
01:39Gone are the days of structured design, and people are going more and more for
01:43alternative ways of laying things out, and WordPress has no limits in terms
01:47of how you do things.
01:49The only limit is your own skills, and your own imagination.
01:52We've also looked at this Frugalbits Web site.
01:55Frugalbits is a magazine style WordPress site.
01:59It's still technically a blog, because they post content in a reverse
02:03chronological order.
02:04However, it doesn't look much like what you expect a WordPress site to look
02:08like, and it doesn't function much like a WordPress site either.
02:13For something completely different, check out this site.
02:17It's a site we built for an Norwegian Bank, and in fact, it's not as much a blog
02:21as it is a charitable contest, where people can send in applications, and then
02:26other people can vote on those applications, and based on how many votes you
02:30get, they get money from the bank.
02:33What's cool about this site is that all the content you see here in each
02:36application was submitted by the organization.
02:40So the only thing the owner of the site has to do is go in, read the content,
02:44and automatically publish it.
02:45The site also has a separate section that showcases information about the new bank.
02:51It has a different type of layout, it has different information, and it even has
02:55this Bank Finder section down here.
03:00And it has this historical bar, where you can see the history of the bank, and
03:04how it evolved over time.
03:07Still WordPress, but doesn't look much like WordPress anymore.
03:11You can take that a step further, by looking at Philip Lanyon's site.
03:16Phil Lanyon is a Director of Photography in Vancouver, and he has created some
03:20ads you likely have seen on TV.
03:23What you're seeing here on the front page is actually the regular index page;
03:27it's just laid out in a very, very different way.
03:30So what you're seeing here is, the first post, the second, the third, fourth,
03:34fifth, sixth, seventh, and eighth posts.
03:38Still an Index page, but very different, and when you jump into any of the posts,
03:44you get a large video, and then you get links to other related items below.
03:49Still WordPress, still posts, but doesn't look anything like WordPress anymore.
03:55And also check out this site: worldwidewesternfront.com.
03:59This is the site I'm currently working on, and it has some very advanced features.
04:04Like for instance, this front page will reorganize every time you reload it,
04:08so that as you reload it, you see that the images change sizes, and though the
04:19order stays the same, the layout of the page changes.
04:23This site also has other advanced features, like a complex archive of every
04:28artist featured on this site, that you can toggle on and off.
04:31So you can see an alphabetical list, and a sortable archive, where you can switch
04:37between ordering everything from A to Z, or from Z to A, or even Random.
04:43All these sites combined show you one very important thing:
04:47there is no such thing as a WordPress look and feel, and WordPress can do pretty
04:51much anything you put your mind to.
04:53It's just a matter of figuring out what it's going to look like, how it's going
04:57to function, and then building that functionality.
Collapse this transcript
Creating child themes with WordPress
00:00Now that you've created your own WordPress site on your own host, you're ready
00:04to start making more advanced content.
00:07Well, you may not be ready just yet, but you will be soon.
00:10You'll discover that as you start working with WordPress, you'll want to do
00:14more, and I'll give you a good place to start.
00:16One of the most common things people want to do when they start working with
00:20WordPress is they want to customize their themes.
00:22I'm here to tell you that rather than creating a new theme from scratch, what
00:27you should start with is creating a child theme.
00:31A child theme takes all the components of an existing theme, and then just change
00:35the features you want to change, without messing with the original theme, so that
00:40if the original theme author decides later to upgrade their theme, you can
00:45upgrade the parent theme, and still retain all of your changes, without them
00:50having to make a bunch of changes in the process.
00:53To help you get started building child themes, I've created this course right
00:57here in the Lynda.com Online Training Library called WordPress 3:
01:01Building Child Themes.
01:02It starts out with the Twenty Ten default theme, and builds out a highly
01:07customized theme on top of Twenty Ten that you can then use to further
01:12build your own content. WordPress 3:
01:15Building Child Themes was designed in such a way that each component of the
01:18course can be used in any theme, and the course shows you techniques you can use
01:23to build your own child themes from any other theme.
01:27So if you want to move further, the first step should be to check out WordPress 3:
01:32Building Child Themes, right here in the Lynda.com Online Training Library.
Collapse this transcript
Creating portfolio sites with WordPress
00:00The stock version of WordPress is already a powerful application, but with
00:05some simple coding, you can make it far more powerful, and also more advanced,
00:09by adding your own features, like custom posts types, custom taxonomies, and
00:14custom index pages.
00:16I've created a course called Create an Online Portfolio with WordPress that
00:20shows you the process of creating custom posts types, and custom taxonomies to
00:25create a completely new type of sites using WordPress.
00:29By adding custom posts types, and custom taxonomies, you're able to section out
00:33the regular posts, so the blog posts, as something separate from other types of
00:38content on your sites.
00:39So if you're running a site that has multiple different types of content, you
00:44want to create custom posts types and custom taxonomies, so you can sort,
00:48display, and organize these different types of contents in different boxes, and
00:53manage it in an easy way.
00:55If you want to learn more about these techniques, you should go check out
00:58Creates An Online Portfolio With WordPress, right here in the lynda.com Online
01:03Training Library.
Collapse this transcript


Suggested courses to watch next:


Create an Online Portfolio with WordPress (3h 13m)
Morten Rand-Hendriksen


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