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WordPress User Guide
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1. ime Name ema pamir inng ocoibortiocs Poek Date 13 10 14 Page 60 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Managing Options and Settings The WordPress software allows you to control many settings on your website Click on Settings and you will see six links within which you can change many options Most are clearly explained on the control panels but for extra detail we believe you may find useful see below General Writing Reading Discussion Media Permalinks Allows you to set the title of your website its tagline URI the web address information user membership default information and date representation Here you can set the various options surrounding how you can write posts such as selecting the default category used for newly created links and posts and selecting the default post format You can also create a secret email address to which you can send new entries for your site this can be good if you need to update the site from difficult locations or via a Smartphone This shows settings for reading the website for example how many posts will be shown at a time on a page You can also select a Post or Page to be displayed on the front page of the site It also sets options for syndication this is a system that allows people to use readers to access your information remotely via RSS feeds As of version
2. link beneath that You should see something like the screenshot below Categories acid New Category Categur ws VNcettgwrind As you can see there s already a category called Uncategorized which comes with the standard installation of WordPress Date 13 10 14 Page 39 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it You now need to add a series of new categories It s easy simply go down to the area of the screen marked Add New Category and get started You have the following fields to consider Category Name Category Slug Category Parent Description This is the nice short name of the category Try to avoid length descriptions One or two words are best and easiest to read on most websites This is an advanced option it s automatically populated if you don t put anything in Until you get to more advanced techniques you can leave this field alone It describes the permalink path to the category when the permalinks option in WordPress is set Read the permalinks section of this document to learn more about the subject If you re creating a subcategory this allows you to define which category is a parent and whether you want children categories Optional but can be helpful especially if you have multiple contributors to your site Explain concisely but clearly what the purpose of the category Is Let s creat
3. t ept i j E n unidatat not x ert rir ipa cl P pejes mt molt anir Pages Widget content RECENT PHOTOGRAPHS Note The above screenshot uses the theme Twenty Fourteen The alternative option is to access your widgets via Appearance Customize Widgets lt instant WordPress CATECOMIES tines ACPO E thew Paget Ceid Page 1 Cig Page z ritercecewwet RAECINT POSTS WortiPrer Crrat Recent Photogrants witerectow cots for 7014 Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 AMPLE PALE Page 67 Interconnect it Here you can move your widgets around whilst viewing a live preview of how they would appear should they go live on the site If you have the administrator rights you can install a great many widgets through plugins and themes These can dramatically enhance the features and usability of your blog or website One thing worth noting is that not all themes have styling for every widget to fit in every space Be careful as some widgets will look terrible until you ve had a web designer add suitable styling to your theme It s often worth checking new widgets out on a development environment for aesthetics and performance Testing things out on a live site is quick but if you re working on a busy or important site then it can cause problems for visitors Date 13 10 14 Page 68 Filename Wordpress 4 0_user_guide docx Created By Inter
4. that you want to assign to the menu item and then click the Save Menu button to save the changes In the menu editor the title for the menu item you edited should have now been changed to the value you entered for the Navigation Label option In the case of this example it now has the label Page 2 instead of Another New Page Creating multi level menus When planning the structure of your menu it helps to think of each menu item as a heading ina formal report document In a formal report main section headings Level 1 headings are the nearest to the left of the page sub section headings Level 2 headings are indented slightly further to the right any other subordinate headings Level 3 4 etc within the same section are indented even further to the right of the page The WordPress 3 8 menu editor allows you to create multi level menus using a simple drag and drop interface You can drag menu items up or down to change their order of appearance in the menu or you can drag them left or right in order to create a multi level menu structure To make one menu item a subordinate of another item position it underneath and drag it slightly to the right of the main menu item This section will build on the example menu used in the previous section Currently the menu only consists of main menu Level 1 items as can been seen in the screenshot below Date 13 10 14 Page 73 Filename Wordpress 4 0_user_g
5. Menu Name navmenu Menu Structure Drag each item into the order you prefer Click the arrow on the right of the item to reveal additional configuration options Home Custom About Page Page 2 Page Child Page 1 sub stem Page Child Page 2 sub item Page Level 1 Page Menu Settings Auto add pages _ Automatically add new top level pages to this menu Theme locations wf Top primary menu L Secondary menu in left sidebar e Click the Save Menu button to save the changes Your new menu with the structure described in the example should now be created Date 13 10 14 Page 75 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The Menu in Action OK you should be all done with creating the menu now If the theme you use supports WordPress menus in this example I m using the Twenty Fourteen theme which does include menu support then you should only see the four main Level 1 options The two sub menu Level 2 items created in the example should appear in a separate sub menu when you place your mouse cursor over the Page 2 menu item See the screenshot below D nasta instant WordPress Date 13 10 14 Page 76 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Custom Headers Next we are going to talk about using the Custom Header feature which allows you to change the look of your site
6. 4 0 Interconnect it Edit Gallery Echt Gallery Once you are satisfied with your selection you are ready to insert the gallery into your post or page To do this click on the aptly named Insert gallery button in the bottom right corner and the gallery will appear in your post Add New Post Image Gallery Publish raft J Wi How much space you have to place and size images and galleries will to a large extent be controlled by which WordPress theme is in use You may not have much control if you re using a corporate theme Here I m using the standard WordPress 4 0 Twenty Fourteen theme Date 13 10 14 Page 30 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Help changed themes and now my image sizes aren t right One weakness that all WordPress org users discover at some point is that when you change theme your images may well be the wrong size all of a sudden If your theme has recommended image sizes it may set those up in media options for you or you may have to do it for yourself Either way you ll want to resize all your different images in order to get things back to normal To fix that use the plugin by Alex Mills called Regenerate Thumbnails It ll change all the images on your site to the newly specified sizes Media Library You may have read about the Media Library above and wondered what exactly this is Well the media
7. Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Using WordPress First Concepts WordPress WP has really moved the game forward for non experts who want to maintain their own websites Previously they had to either write their sites with clunky proprietary site builder software or use expensive and difficult to learn packages like Dreamweaver which could require an understanding of often difficult to grasp languages and code such as HTML and CSS With WordPress the idea is that you worry about the content and nothing else whilst somebody else supplies the theme and plugins for you These can be paid for or downloaded for free from sites such as http wordpress org or theme clubs such as http woothemes com http ithemes com and more What WordPress also does is to make possible the building of a well structured website or blog which makes the job of search engines easier It provides an excellent platform for building everything from simple blogs to significant news platforms like http www spectator co uk The biggest limit is imagination and the beauty of this system is that you get to spend less time fighting your website and more time on being creative with your content Great Things About WordPress It s easy to learn It s stable It s used by millions of people around the globe It scales well It s simple yet flexible Developers love working with it It has a huge range of free and premium th
8. Date 13 10 14 Page 15 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it By default you ll only see one line of buttons not the two in our screenshot that s because you need to press the Toolbar Toggle button on the far right to see them Block Quote Horizontal Text ane Alignment Ordered List Numbers Read More tag Toolbar Toggle Un ordered list expands the toolbar Bullet points There may be extra buttons here if you have certain plugins activated B I that add functionality Bold Help Contains Undo Redo keyboard shortcuts Left Right Justify align To Special Paste Text Characters Remove Formatting Don t forget if you get stuck hovering over the buttons will describe what they do and the short cut to use them quickly from the keyboard On the page you ll also see Tags and Category options You ll see a full description of both in Creating and managing your categories and tags If you decide there s just too much distraction on the page to concentrate on writing your post you can click the distraction free writing button outlined in red in the following screenshot This gives you a blank screen free of buttons and menus To gain access to your most used buttons when in this mode simply roll your mouse towards the top of the screen where you have access to saving Date 13 10 14 Page 16 Filen
9. button to the right You can save at any point without publishing and that will create a draft of the page if it hasn t yet been published Date 13 10 14 Page 43 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it So where is the link to the page you ve just created In the Twenty Fourteen Theme that we are using here you will see the About link on your website in the top right corner instant WordPress LAJ War i ry SECON POSTS VVC IRL He CG 7 a g Links to About and Sample Page s In some themes you ll be able to see a list of links to the site s pages on the left hand side However such a list may not be displayed by default in the other themes although it is possible using Widgets We ll be covering widgets later on in this guide If you now have another look at the list of pages on the site you will see the two pages the About page that you have just created and the Sample Page Let s remove the Sample Page it s not difficult to do Here s our list of pages Date 13 10 14 Page 44 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it When you remove a page or indeed a post in the way this guide will show you the page or post itself is not permanently deleted but retained in the WordPress Trash area A page or Post only becomes lost forever when you
10. 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Page 33 Interconnect it Setting posting and page options There is a large range of posting options that are available to you if you look around the writing area and which give you finer control over how your content is presented The order can change according to user preferences what s important are the titles Excerpt Send Trackbacks Custom Fields Discussion Allow Comments on This Post Allow Trackbacks and Pingbacks on this post Comments Slug Allows you to edit the slug Author Allows you to set a Post Author Revisions Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Use this to create a short introductory text you can add HTML if you desire about your post This is used by some themes and plugins as well as by your site s RSS feed Not often used these days but this allows trackbacks to be sent to a specific location You can use it to notify certain sites of your new post Other WordPress blogs and sites that support a protocol called XML RPC are automatically informed if you happen to link to them Custom fields are used by certain themes and plugins Some will use these fields but you won t ever have to touch them others will require you to input values Information on this should be included in your theme or plugin instructions
11. Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it With the Twenty Fourteen theme we re currently using you have one Primary sidebar and an additional Content sidebar area as well as a Footer Widget Area Different themes will have other numbers types of widget areas If you have a fresh install and no widgets have been installed you will see that the sidebar is empty However you ll remember that there s definitely content in the sidebar of the site Why is that Well it s because most themes insert default items into the sidebar when there s nothing set in the widgets Now let s have some fun with widgets There are two places available to modify the location of your widgets either Appearance Widgets or Appearance Cutsomize Widgets The latter option became available in the latest version If you click on Widgets under Appearance you will see widgets that are available to you on the left and places to put them on the right To add them to the sidebar you simply grab a widget and drag it across dropping it into the widget space If you have multiple widget spaces you have more choice as to where to place the widgets You also have an Inactive Widgets space that lets you store widgets that have been configured but which you don t want to display at the moment This is a very useful tool for some busier sites because you can use this area to set up a widget before maki
12. Manage Users including yourself reset passwords etc Tools Tools to assist in jobs such as exporting content Settings Settings that control how the site functions Contract or expand the menu Date 13 10 14 Page 11 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The Tool bar At the top of your WordPress site you will see the tool bar as shown below The tool bar is displayed when you are logged into the administration area and website you can also optionally turn it on for when you are viewing your website Find this option in Users Your Profile Toolbar Y Show Toolbar when viewing site The tool bar itself provides you with quick access to the administration area in the following ways e WordPress Logo Quick links to Wordpress org documentation support forums and feedback e Site Name Shown here as Instant WordPress with Quick links to the Dashboard theme selection appearance widgets and other menus in the admin areas e Updates This shows plugin and theme updates that are available clicking will take you to the updates admin page e Comments A link to the comments administration area which will indicate how many comments are awaiting approval if any e New A dropdown to quickly add content to your site e View Post Page A link to view the current Post Page as it will appear on your site will appear if you re logged in and viewing
13. The big one where millions of bloggers share their thoughts the site is supported by advertising and the purchase of upgrades including ones allowing you to be ad free use your own domain etc www happytables com Restaurants amp Built in England by a team with very specific Bars vertical markets in mind this service allows you to quickly and easily build an elegant site for your restaurant or bar using a rather customised but still familiar WP back end Edublogs org Education Edublogs is an Incsub project providing blogging Blogging facilities designed for educational bodies with a wide range of functionality geared to the industry Date 13 10 14 Page 92 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Going Further WordPress is an incredibly powerful and flexible tool which is only just starting to be exploited by web builders and designers It provides easy functionality for the end user whilst also giving developers tight control over the display of information There are a range of resources some related to us as providers of this guide Free GPL Licensed Themes information and plugins http wordpress or Hosted WordPress with some limitations and lack of http wordpress com control but free and easy Custom WordPress bbPress and WordPress http interconnectit com Multisites design and development bbPress a related fast and clean Fo
14. awaiting approval from an Editor Higher When you select a draft you will be taken to page where you can review the contribution see the preview edit it if necessary add media and publish just like it was your own post You can also change the post author if you have multiple users defined who have the facility to create posts should you require it and any other details including post dating the article so it appears after an embargo for example Moderating Comments One of the tasks an Editor or Administrator may do so long as the moderate comments option is switched on is to check that comments that have been made against posts are suitable for publication We recommend you always opt to moderate comments as otherwise you may find problems with people using the facility to advertise their companies comment spam as it s known You may also wish to implement some anti spam filtering WordPress comes with Akismet included as a plugin which does an excellent job If you run a personal blog it s free and if you run a commercial blog you can pay for various license levels Alternatively Captcha plugins are available When a user posts a comment they will be able to see their own comment and a line telling them that their comment is awaiting moderation By default you will receive an e mail to the administrator s e mail account advising you that a comment is waiting to be approved this e mail can be turned off
15. checking it is the Assigned Menu In the Twenty Fourteen theme you can select from 2 locations for your menu Edit Menus Manage Locations 4 The menu editor should now look something like the screenshot below Edit Menus Manage Locations Edit your menu below or create a new menu Pages Most Recent View All Search Level 1 C child Page 2 Child Page 1 L_ Another New Page L_ Interconnect IT About Sample Page Select All Add to Menu Links Categories Date 13 10 14 Screen Options Menu Name navmenu Menu Structure Add menu items from the column on the left Menu Settings Auto add pages Automatically add new top level pages to this menu Theme locations W Top primary menu L Secondary menu in left sidebar Delete Menu Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Page 70 Interconnect it Adding Items to a Menu In this example we ll add 6 pages to the menu we created in the previous section One of the pages added in this example will point to the Home page of the site The steps you will need to take are listed below e Inthe left hand corner of the menu editor screen you should see a sub menu titled Pages In this sub menu click the View All link This will bring up a list of all the pages that are currently published on your site blog See the screenshot below Pages Home A _ Abo
16. content e The user section on the right quick links to your profile editing screen and logout link Date 13 10 14 Page 12 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Screen Options One thing that many people don t notice is the Screen Options drop down in the top right of the screen next to the Help drop down Howdy admin i Screen Options Help This is a really useful and not to say important feature allowing you to control the amount of items you can see ona screen When you click it a set of options will drop down much like the one below However bear in mind that the options you see will depend on the page you are viewing w On S roai Posts Acid New So if you ever read this guide or see one online and think Nope that tool or field isn t available to me then remember to check if it s been enabled in Screen Options Similarly if you want to simplify your administration pages either for yourself or for someone else who is using the site then you can choose to do so in order to only concentrate on what really matters to you For those of you that manage WordPress sites for clients it s worth knowing about this as people or WordPress changes hiding things and not realising later generally make up the largest number of support calls made Similarly a lot of documentation available assumes that all of the widgets avail
17. delete it from the Trash area There are two ways you can do this The first way is to place the mouse pointer over the page entry you want to remove which will result in the options in the screenshot below being displayed then click the Trash option This method is fine for removing a single post or page at a time but what if we wanted to remove many posts or pages quickly To do this select the check box next to the post s or page s you want to remove select the Move To Trash option in the Bulk Actions drop down at the top then press the Apply button next to it Be sure to empty the Trash area if you re sure you no longer want the pages posts moved there but remember once you do this the post page will be lost forever You can use the same approach for doing this as you did for the previous step Page Attributes We ll now create the first subordinate page to About called Interconnect IT In there you can put some information about us the providers of this guide You ll also need to set the page hierarchy accordingly so First things first you need to create your Interconnect IT page if you haven t already done so before continuing In the dashboard select Pages from the Pages menu and hover over the mouse pointer over the page entry titled Interconnect IT to bring up the menu as you did when removing posts From the menu click the Quick Edit option A number
18. first posts we created in this user guide Interesting cats for 2014 Using the categories we have already created select the most relevant category In this example we will use the category Trivia Now create some relevant tags In this example we will use Animals and Cats Instant WordPress And wow Suddenly your website is looking a lot more complete and full You ve now completed the basic part of how to structure your website There are a range of tasks that you will need to do and these are covered in forthcoming sections Depending on your user level these include setting up users how to do more sophisticated formatting in posts uploading images administering the options for how the site is laid out advanced publishing options and so on Date 13 10 14 Page 41 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it QUICK EXERCISES 1 Create an article with an introduction you can cut and paste the actual text for the purposes of this exercise and break it up with titles for each section 2 Make the lead sentence bold Italicise some words for emphasis 3 Create some links to external sites 4 Create an image gallery using some of the images on your computer 5 Embed your favourite YouTube video to a post Date 13 10 14 Page 42 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Wr
19. for a more advanced guide however Ark Mew Let s make this a short article about launching the website Place the text below into it the text box with the title Our First News Today we launched a new website We ll be producing news and articles here for your enjoyment Scroll back up and press Publish Your article is on the website Now create a couple of articles for testing with one called Interesting cats for 2014 and one called WordPress Is Great Enter any text you like in the post box Don t forget to add tags as well Date 13 10 14 Page 18 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Formatting text using the HTML editor You can also click on the text HTML tab on the editor and input text in HTML the language that describes web pages This is for the more technically inclined and does have the advantage of making it easier for you to create more sophisticated layouts within a page It s worth noting that WordPress in Multisites mode used on sites such as WordPress com Edublogs and other providers will by default filter out a lot of HTML which will limit your options You should also make sure that you understand the importance of closing tags and labelling items correctly as it s possible in some cases to make it impossible for your page to load correctly IMPORTANT When using the html editor it s essential that
20. interconnect it Spots plugin adds a post type for all those little snippets of content you see on a website in sidebars and footers such as copyright notices Date 13 10 14 Page 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Adding and Editing Content Rather than go on too much about the concepts above website structure and methods sometimes it s better to simply get cracking so let s start to get some content into the site right away WordPress provides a number of tools for editing and for image management It allows you to easily manage your content with a familiar editing interface You don t need to learn HTML just the skills you ve already acquired using word processors like Microsoft Word Creating your first post using the visual editor You can easily enter format text using the visual editor if you re familiar with any word processing packages Essentially what you re working with should be familiar to you it s rather like using WordPad or some other similar low end word processor Let s create a news article just go to Posts and Add New in the left hand toolbar if you re writing a static Page you go to Pages and Add New instead Add New Post H g i As you can see from the buttons it s possible to format text in a number of ways using the buttons and they ll be familiar to any user of word processor software
21. of options should now appear as shown the screenshot below Date 13 10 14 Page 45 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The three options we need to concern ourselves with here are Parent Template and Order The Parent option lets you select the hierarchical level of your page The Template option allows you to choose a design for your site and the Order option selects the order in which your page appears more of that later To set the parent option for a page you need to click on the corresponding drop down box and change its value from Main Page to the page you want to be the parent In this case the About page is going to be our parent here so we can just select the About option from the drop down box then click the Update button in the bottom right hand corner to save the changes You should now have the following on your screen Date 13 10 14 Page 46 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Explanation of Page Attributes Page Parent This allows you to set a parent page that introduces a navigational hierarchy Most themes will display subpages either in drop down menus on alternative pages or indented in lists of pages Page Template Your website s theme design may include templates for example with contact forms Other forms for example application fo
22. repeat the Upload process again Date 13 10 14 Page 82 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The Custom Background also allows you to set a number of different display options Let s learna little about each option Position Repeat Attachment Color and what they do Display Option Position Repeat Attachment Color Date 13 10 14 Description Sets the position of the image on the page You can set the position to Left Centre or Right Specifies whether the image should be repeated that is displayed multiple times in the background You can specify one of four values for this option No Repeat Tile Tile Horizontally and Tile Vertically Selecting No Repeat will set the background image to be displayed only once The Tile Option will set the background image to be repeated or Tiled from the top left corner of the browser window all the way to the bottom right corner of the browser window The Tile Horizontally and Tile Vertically options cause the background image to repeat from left to right and from top to bottom respectively The Scroll option will cause the background image to scroll along with the page content The Fixed option will stop the background image scrolling along with the page content This option will allow you to set the colour which fills the
23. s header area from the WordPress dashboard without you having to work with image editors or delve into HTML code Not every theme supports this feature but in the case of the 2014 theme we re using here we re ok to go ahead and use it To access the Custom Header options first select the Header option from the Appearance menu which brings up the following options Custom Header Header Image Preview Instant WordPress Select image Upload your own image from here Header Text Header Text af Show Text Color To set the background image in the header you can use a pre supplied image from your media library or upload your own image It s also possible to show a randomly generated image for each page In this part of the guide we will upload our own image crop it using the integrated cropping tool and get it to display on the site All from the comfort of your Web Browser The first step is to upload the image you want to use Click the Browse button in the Select Image section This brings up an Explorer window where you can select the image you want use as your header Date 13 10 14 Page 77 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The next step is to select the image you want to use and click the Upload button Uploading the image may take a while if you have a slow Internet connection When the image has been uploaded you
24. that may not suit your needs could easily fail to work in the long term and which could end up being an expensive mistake Beware of strangers bearing gifts Apologies for the odd title but this is worth noting Not all websites providing free themes and plugins are honest and reputable Of course most of them are But the Internet is a dangerous place People write code with malicious or greedy intent you could install a theme which is used by somebody in order to make your server deliver soam promote other people s websites or similar And if you re not confident of looking at the code you can t be sure Consequently the safest approach is to use the likes of WordPress s own Extend library here code is reviewed by others and rated Anything malicious or even just insecure is more likely to be noticed here than elsewhere There are no guarantees of course everything there is GPL and that means that if you get it from someone without any other contract in place there is not necessarily any support or warranty There are professional designers and developers who provide WordPress related services themes and plugins You can also pay to join some of the clubs such as WooThemes Alternatively you can look up the CodePoet directory at http directory codepoet com in order to see a list of recognised WordPress consultants from around the world Date 13 10 14 Page 94 Filename Wordpress 4 0_user_guide docx Created By I
25. this problem in two ways either use a very large background image and accept that this will make your site load more slowly especially for new visitors or use a background image with a repeating pattern There are websites like http repeatxrepeaty com which offer ready made repeating images which you are free to use on your own site Date 13 10 14 Page 85 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it You can see how different the result is when you use a background image with a repeating pattern in the screenshot below although we don t necessarily recommend using a pattern as busy as this one for most websites Date 13 10 14 Page 86 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Site Tips Structuring a Site One of the most important things to get right with a website or blog is the structure of its content This can make an incredible difference to usability and search engine performance do it well and users will be able to navigate your content easily and quickly Fortunately with WordPress the navigation of your site will usually follow a fairly standard route Simple Structuring Rules 1 Categorise and tag your content so that it s clear and easy to find without resorting to the search tool For example if the main source of traffic to your site is interested in your stories
26. way You may also find that your webserver configuration will prevent Date 13 10 14 Page 62 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it this as it can in certain circumstances present a security threat to your site if php files can be modified from a webpage If you have an advanced theme such as many of those from the premium theme suppliers and developers you will find that there may be additional options available to you for example during the writing of a page or post in category management and through a control panel You may also experience problems with the required image sizes being different If this gets you use the Resize Thumbnails plugin from Alex Mills to bulk change all your different image sizes so they more accurately fit your theme Customiser WordPress 3 4 introduced the Theme Customizer which offers you an easy way to change some of the options on your theme To do this click on Appearance in the left menu and from here select Customize which will bring up the page shown below x Instant WordPress Just another WordPress site CATEGORIES Site Title amp Tagline News Trivia Colors Header Image PAGES Background Image About Another New Page Navigation Child Page 1 Child Page 2 Widgets Interconnect IT Static Front Page Level 1 WordPress Featured Content RECENT POSTS WordPress is Great Recent P
27. will become published This allows you to create content in advance handy for holidays or embargoes Password You can also create posts that are protected with a Protected password which you will have to distribute amongst readers This can be useful where you want to give a selected few advance access to content Save Draft This saves the post or page instead you will be working on the currently live version of the page WordPress only has modest workflow and versioning capabilities and the publish button will change to say update post or update page Publish Submit The moment you push this button the content for Review becomes visible on the site If you re a Contributor you will not be able to publish but instead only submit for review Move To Trash This option will move the post page to the Trash area the Trash area is a bit like the Recycle Bin in Windows Date 13 10 14 Page 37 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Post Locking Unlocking Feature for Multi User Blogs In WordPress 3 6 they brought in a useful new feature where the user receives a message if somebody is editing the same post as you This saves a lot of time and hassle for busy blogs When you try to edit the post this message box will now appear m This content is currently locked If you take over t Dave will be blocked from continuing to e
28. you have dragged a file over the drop area the drop area will turn blue to indicate that you can drop the file You can upload one or many images On most servers you ll be limited to images of between 2MB and 8MB in size so if you have a very high resolution digital camera you might need to resize the Date 13 10 14 Page 23 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it images before uploading There are tools like Image Resizer for Windows or in OSX you can view images and resize them from image Preview To upload multiple images select the different images while holding ctrl Search Somoie Pictures Organize Share with Slide show Burm New folder i A Q Pictures library Sample Pictures o Libraries Arrange by Folder Documents tap 50 Irnages a Mussit bee Pictures E Videos 3350135524392 Chrysanthemum Desert jng Hydrangeas jpg 7b7409_bjpg Jpg TFE lellyf sh ipg Koala yog Lighthouse og Penguins jpg E Computer LA Local Deak C cy Development 1 im w Network 7B HYPERGNIRW WPS 5 LAURE Pe j5 TORVALDS 3 9 tems Tubpsisog Once you ve selected the images press the Open button and you ll see a window open similar to the one below inreert bt ttia Insert Media u kad E eg Sea Swami Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014
29. 3 5 you can also now find a Search Engine Visibility checkbox here Before 3 5 this was in a separate section called Privacy Here you will set options relating to how people can make comments for example whether the comments need authorising before showing on the site advisable to prevent comment spam the default comment settings for articles and so on Here you will be able to set the default sizes for images in Posts or Pages and specify whether you want uploaded files to be organised into month and year based folders Permalinks are a way of structuring your website so that the address to an article makes some sense to humans and search engines So instead of www website com p 101 the permalink could read www website com index php news feature as defined in the post s slug created when writing or automatically from the title You may need to modify a file on your system called htaccess if in doubt simply ask your administrator or friendly techie to help Permalink changes are one of the most common ways for people to make their websites inaccessible so do be careful in here Always remember the setting you changed from so that you can go back if you need to The version of WordPress used in our screenshots has a plugin activated called Native Dashboard which has its own settings listed in this area too It s worth bearing in mind that certain plugins may add different features and or change the appearance
30. ES 1 Try moving the modules around for example place WordPress News at the bottom of the left hand column What happened 2 Extend the Quick Draft module what do you think this is for Try writing something there What happened 3 Arrange the entire page in a way you feel would be most useful to you Experiment you can always change this page again in the future Date 13 10 14 Page 10 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Navigating Around the Administration Panel Navigation of the admin panels in WordPress is pretty straightforward but it can feel like there are a bewildering range of options to choose from You ll notice that to the left of the dashboard you have a series of links that you can quickly and easily click on to display subpages underneath If you hover your mouse over a link the sub pages show as fly outs which can be used to navigate to the required subpage The quick reference below reveals the range of functions with a brief explanation alongside Dashboard Home Manage your Dashboard and view Theme amp Plugin updates Updates Create Edit and Manage Posts Posts Media Manage your Media Library Create Edit and Manage static Pages Pages Moderate Manage and Delete Comments Comments 6 Manage the Appearance of the site Appearance Manage Plugins to extend the site s functionality Plugins Users
31. Interconnect it WordPress User Guide For WordPress 4 0 and above 13 October 2014 Version 4 0 Copyright 2014 Interconnect IT Ltd UK Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Page 1 Interconnect it Table of Contents WOT od distal Soi ge een een ee re Ce ee ee eee eee eee 1 PUG Oo UENO ce ts eters reise we cei E acts else eiete ects E E E AT 4 SS MENOU er E O 4 Jene VA OU CIP SS enner E E ae E E O T NAG 5 PECCO EDE arr E E T 5 Great Things OUT WV OF CPF OSS orae a e T E 5 Gene E e E E E EE 6 Navigating Around the Administration Panel cccccsssccccesseccccenscceceesececseeceeeenecceseuseeeeeuneceesenes 11 Te OO I eh e a T E 12 DCS SI OO NS aieaccsacrvnceasenrcdtestenensetaascemeeaneanace wempaiouweu tte seed daneweednnespieetnessnevsioas ech 13 Understanding the differences between your pages and your POSTS ccccccessecceeeseeeeeeeeceeeeees 14 Aane and CEI GINS Content taint cease cc ira veut used ped ciate saeialocd lt cncconserieardeeedaieseues 15 Creating your first post USING the visual editor ccecccesseccceeseccceeesececseececeeeeceessesecessuneceesenes 15 PV ON ON FOS asics tect arpa cre eg E oe aoe nyo dives coanenetsionnetcnaetnaererat vas cacesecu cesses 18 Formatting text using the HTML CItOF cccccceeseccccessececeesececeeecceeeeecceeseeceseesecesseneceeseneeetas 19 Adding links tO yo r DO
32. SES srecne i EEEE 20 Opening a link in a new window vs using the current windOW ssssssssseesesrerssrreseserresererereeress 22 Adding images TO your pOS S enscnar eaa 23 Adding er OF or images ore ES 29 Help changed themes and now my image sizes aren t right sssessesosssnsesresesrrrserreresrrrrsseeress 31 Medr OD Y e AAE 31 EFM COME Nian E A 32 Setting posting and page OptionS ssessssessseessressressrrrsrrersressrressrersrersreresressreesseresrersreesrereseeesre 34 OS OV a E E ooeeceecasoennrseanewas 35 Saving amp publishing your post OF page essssessesesrrrssrrrresrrersrreresrrerssreressrerssrereserersseeresererereerese 36 Post Locking Unlocking Feature for Multi User Blogs cccccccccececcccccceeeeeseeseeeeeeeeeeeeeeeeseseess 38 Creating and Managing your categories ANC tags seccccssecccsscccesecccenececeneeeeesceseecessueceeeeeeees 39 Writing Pages and Structuring Them cccccccsssccccesseccceesececceeecceeeusececeeneceeeeesecessuaecesseneceesanaeeetes 43 WV FOCOS aia E 43 PMO UO OS o A 45 Publishing Content Created by Other CONtriDUtors cc cc ceeccccesssccccessececeeneceeeeeecceseeeceseeecesseees 49 Moderating COMME sactascccccetenctesutcessiceduetlsetnceseutengseducotanna r AT 49 Peel US TVA o E E E A tice nes adeedinne eceteneb item boedieenenee 52 AUS WIN Ce lS E E EEE N E A EEEE S OE TY 53 EE ES a E E E E ect baeudieeneaas 54 Aammistenng WordPress orercarers ienee a i
33. Top of the range themes tend to add boxes for you to tick but use custom fields you may see values added automatically In some cases being able to edit these values will give you finer control over your posting or allow you to fix problems that might come up If checked allows a visitor to add comments to the posting albeit according to rules defined in Settings Discussion This means that if someone links to the posting from another website using similar software you will be notified on the Dashboard page and the trackback may show in the comments section if authorised Since WordPress 2 9 you can view reply to moderate and edit comments from the edit panel This is the same as editing the permalink to a post page If your site has multiple authors you can change them here if you have a suitable user rights generally Editor and above although this can change on some configurations You can revert to an old version of your post or page and can track the changes made to a post This option will not normally be visible when you are creating a new post page Page 34 Interconnect it Roughly the same fields are available in Page writing with some added and some removed Some themes and plugins may return some options such as excerpts for pages which are used by some themes The additional options for writing pages are covered in the section Writing Pages Post Formats When you are creating or editing a post you
34. Version 4 0 Page 24 Interconnect it This shows the images have uploaded If something went wrong at this stage and no images were uploaded there may be a problem with your connection or with the server s configuration The second method is dragging and dropping images straight into the visual editor We have version 3 9 to thank for this update and it really is quite a handy feature to have When you drag an image over to the editor it turns blue We ve included a screenshot of what this process looks like below Add New Post Adding Images Putian I nre Petr Mni h etveemdiale y Drop files to upload Forma Categories Once dropped the photo automatically uploads and you are directed to the Media Gallery If you want to upload several images at once simply hold ctrl on your keyboard to select the images you wish to upload and drop directly into the visual editor Whichever method you use when a picture is selected a blue box surrounds the image showing it has been selected On hovering over the tick it turns into a minus which when clicked will deselect the image You can click to select as many images as you want to insert into your post Thumbnails of the images are shown at the bottom of the screen where you have the option to clear or edit your selection If you press Edit it takes your selected images to another window where you can remove or reorder them You can also create a new gallery w
35. a a a E 57 Vie ee aA a e E E EEA E E T E E E E A S 57 AUNE U ET aer E E E E EE E E Ves esameneinesiebasannoaneunniesten 58 By OV GS ISG iS E E E AE E EA E E E E A E E hee acedoneasonens 58 Ed Pedea Or E r E E E AER 59 Manage the content created by a USefr ssessssessensesrressrreresrrrsssrrresrrrsssreresrrressreresrrerssrereserersseerese 60 Managing Options and Settings sinc dandscsvisccsnacdendedeussdaicandgodesanosdeusentcndedtwoseuadeedenssosausdenaeedadsdeanhuaerandes 61 Managing the Look amp Feel of your website esssesssussssenesrresssrrresrrerssreresrrereserresereresreresererererresene 62 PS 2 NO oo te cc E E E E E E E S E 62 Date 13 10 14 Page 2 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it CUON arate eater E uty eee si cet pe ea eae co tcc era cout uen ene outa 63 AATE a ae ee ee ee en ee eee eee 64 creatine CU tom MENUS eee ree eee 69 Denning a MEn aaa E E A E E E E 69 Aadne emne TO a mh 6 0 Gener eee ene nee E E E AEE OEE EET 71 Deleting ear UN e E E E E 72 Castomi mne Menu Keme eesse E E 73 Creatine TUE CWS Pe NUS orrera E E E 73 TAC MEMEA CO eaa E E E E E E 76 UTS OU 1a HEOC e E E E EE A TE E ee oteaeerosene renee 77 OO BACE OUNO ea E E E N E E E E E E ES 80 AE D ee E E E E E E E 87 SUCUT ae E E AA A 87 ES NS WINY ONS sin T E E E 87 EEEE e E 88 Recommended Plugins amp SELVICES ccccceseccccesseccceesececcesececceesececeeececsee
36. able on a page have been activated when this is often not the case Date 13 10 14 Page 13 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Understanding the differences between your pages and your posts Before we start working on your site it s important to have a clear understanding of the difference between pages and posts Pages are usually those which have a static purpose in life For example an about page r sum page or contact forms They do not usually contain information about news items for example which are added to the site on a regular basis Pages are generally defined so that they are always accessible from the front page Some people build entire sites with just Pages this is especially the case for sites with little need for dynamic content and is very popular with small businesses who simply want an online brochure Posts usually contain semantically and chronographically arranged information for example news reports event results and of course blog entries The semantic structure is defined by categories and tags and whilst making it easy for people to navigate your site will also help search engines to understand the content of your site and so improve the relevance of search results Other Post Types in WordPress plugins and themes may add other post types which look a bit like Posts or Pages but behave in different ways for example the
37. about knitting then a category called knitting along with perhaps some relevant tags against posts such as crochet and machine knit could be the way to go 2 Resist the temptation to clutter your website with logos affiliate links and advertising There s nothing at all wrong with links and logos but a sea of them is confusing and distracts people away from the main purpose of your site 3 Edit your content carefully for spelling grammar and suitable content When you publish whether it s within a magazine or on the internet you take a certain level of responsibility for the information you disseminate 4 The front page of your site is important and should contain at least some information about what who you are and what you do this can help not only site visitors to know what it is you re doing online but will also help search engines to find the content on your website Engaging with visitors You can be writing the most beautiful prose in the world but if nobody knows about it then it s only your mother who s going to be reading No what you have to do is find ways to draw people to your site 1 Comment on other blogs and other blog writers may visit your site to see what you re about If your comment is interesting the blog writer s visitors will be interested to see what else you might discuss Blogs relevant to your discussion area are the most useful 2 Reply to insightful comments on your blog bec
38. age 28 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Adding a gallery of images So you now know how to add an image to your post but now you want to insert a gallery Well one feature that came from WordPress 2 5 onwards was galleries this allows you to present a grid of images in a post or page which people can click on to enlarge To insert a gallery into a post the first step is to upload a number of images Add Media then Upload Files If the images are already uploaded click Add Media and go straight into your Media Library Once in the Media Library select the images you want to use by holding Ctrl and clicking the images To deselect a photo hover over the tick until it becomes a minus and click Once you are happy with the selection click Create a new gallery in the bottom right of the page Create Gallery The gallery settings options now become available see next screenshot Here you can do the following e Select where the image should link to when clicked e Select how many columns you would like for displaying the gallery images e Check the random box if you want your images to be displayed in a random order on your site e Drag and drop images to reorder them You can also click the reverse order button Date 13 10 14 Page 29 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version
39. ame Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it your work and exiting full screen mode If you re using one of the latest Browsers try pressing F11 to remove all browser tabs menus etc giving a completely clean space to write Text Styling Notes When you re writing you may have a style guide or content strategy to work with and you should follow its guidance If this is your own site the following will be useful to you when choosing what text styles to apply in your content 1 Heading 1 through to Heading 6 in most themes headings within a post or page will start at Heading 2 or 3 H2 or H3 tags going down to H6 The higher the value the more important a search engine will consider it but remember that H1 is usually reserved for the site title at the top of the page and H2 for the post or page s title 2 Use Unordered or Ordered lists for lists that are relatively short but resist the temptation to use them for lists of paragraphs instead use the Heading styles though you ll need to number them yourself 3 Use Bold and Italic in moderation Do NOT use bold as a substitute for heading styles bold is not particularly important to a search engine or parser 4 Some themes may override your styling decisions for example enforcing alignment what style of a quote actually looks like and so on You should experiment and test 5 Most themes will highlig
40. ance f gt FOSI 8 rece ke _ommnerit Ta Activity Quick Draft WordPress News The default colour of the dashboard is the grey blue and black you see in the previous screenshots If you want to change the dashboard colours to suit your personal tastes go ahead and do it Just click on Users and select Your Profile to display 8 colour palettes for you to choose from The dashboard features 4 modules on display These are At a Glance Activity Quick Draft and WordPress News as shown below Dashboard Ie Date 13 10 14 Page 8 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it You can organise this information to best suit you moving modules around and expanding or contracting them in whichever way you find appropriate To move a module hover your mouse over a module to display a four headed arrow then click and drag the title bar of the module around To expand or contract the module simply click on the arrow at the top right of each module You can choose to turn modules on or off by clicking the Screen Options tab in the top right corner and selecting or deselecting the desired modules Show on screen v Ata Glance jw Activity Quick Draft WordPress News Welcome Screen Options Date 13 10 14 Page 9 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it QUICK EXERCIS
41. and you can click directly on a link within the email in order to approve the Date 13 10 14 Page 49 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it comment Once signed in you will be asked for confirmation click yes and the comment will now be visible to all site visitors You can also carry out bulk moderation by going to the Comments link If you have comments to moderate the tab will show the number of comments waiting Click it and you ll see a list of comments awaiting moderation in the queue Here you ll have a set of options for each comment Approve Reply Quick Edit Edit Spam and Trash which you can also access by placing the mouse pointer over each comment You can also edit comments to remove unsuitable words or information and you can delete individual comments You can mark all comments in one block as well that s useful when you get some spam bots that cheerfully comment a load of marketing nonsense all over your site and needs to be deleted quickly Just press the links at the bottom of the screen Once you ve set all the options for each comment press the Moderate Comments button and the changes will be saved Comments Pending By hovering over the comment you can see the comment moderation options appear As you can see the facility is designed to work with quiet and busy sites alike As some of the
42. appears click on the Or link to existing content text Here you can either use the search box to link to the relevant item or click on the correct page post in the recent items box The text you highlighted in the editor will now link to that post or page Have a look at the screenshot on the next page to get a feel for what we re talking about here Date 13 10 14 Page 21 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Insert edit link Enter the destination URL URL http Title _ Open link in a new window tab I Or link to existing content No search term specified Showing recent items Test Post 201 4 05 22 About PAGE Cancel Add Link Opening a link in a new window vs using the current window Many site owners are tempted to open links in new windows because then it means their site remains in the browser However web convention is that a link should keep you in the current window otherwise after an hour of browsing the user could have dozens of windows open that all need to be closed down In other words opening a link in a new window is usually an inconvenience for a site visitor There are some situations where a new window works usually this is to pop something up where you just know the visitor will want to quickly look at and then close the window however in blogging this is relatively rare so the best advice is to tr
43. ause people like to feel they re involved ina conversation with you not just talking to some computer somewhere 3 Link to other blogs when you talk about things that are connected and that way the blog authors know your linking and will also be flattered about it This may make them more likely to write about what you write about too 4 Use other social media because everything s interconnected When blog my Twitter feed is filled in You can do this with WordPress plugins or by using a service such as Date 13 10 14 Page 87 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Twitterfeed Your followers who are clearly interested in what you say on Twitter are likely to be interested in what s said on your blog Search Engines Search engines will bring your website traffic Typically around 25 35 of it In some cases it will bring a lot more and in other cases a lot less But if search engines bring 95 of your traffic then you re probably doing something wrong The following tips describe how to maximise your site for search engine performance but it s not the be all and end all great content usually means great traffic after a while 10 11 Date 13 10 14 Don t write just for the search engines because when you do that visitors are quickly aware of your attempts to stuff keywords into every sentence Link Out because quality links add qualit
44. connect IT Ltd 2014 Version 4 0 Interconnect it Creating Custom Menus This guide to the WordPress Menu system introduced in WP 3 0 covers the basic tasks a user may carry out when using the built in menu editor such as Defining a menu adding items to a menu customising menu items using the Navigation Label and Title Attribute options deleting menu items and creating multi level menus In WordPress 3 6 the menu page has been updated At the top of the menus page there are now two tabs Edit Menus and Manage Locations Defining a Menu You will have to define a menu before you can work on it The steps below outline this process 1 Login to the WordPress Dashboard 2 From the Appearance menu on the left hand side of the Dashboard select the Menus option to bring up the menu editor You should see something similar to the screenshot below in your browser window Edit Menus gate a nev Date 13 10 14 Page 69 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it 3 Enter a name for your new menu in the Menu Name box then click the Create Menu button For the sake of this example we ll give this menu the name navmenu but you can give it any name you want Next make sure navmenu or whatever you ve called it is selected as our primary menu by clicking on the Manage Locations tab at the top of the page and
45. d like to learn more about the idea check out XEN Advanced In the Advanced Links options you have a range of options Image Address RSS Address Notes Rating Date 13 10 14 You can insert a link to an image here be careful you should prepare images with care to the correct size and resolution in order for them to look good Many people who use this option tend to end up with untidy websites If there is also an RSS feed available at the site you re linking to you can include it here Some themes widgets and plugins will use this information and show an RSS icon to match You can keep notes about links here This is used in some themes widgets and plugins as a way of ordering links Page 56 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Administering VWWordPress This section describes the range of tasks usually carried out only by Administrators Managing Users WordPress has the incredibly useful ability to define different levels of users It doesn t have the level of power that you get with full content management systems where tens of pages of content are being created daily However managing users in a complex system can quickly become a full time job and the level of control in WordPress is usually perfect for the smaller organisation You have five levels roles of user Administrator The very highest level of user the Administra
46. dit Go back Preview Should you wish to take over the control of editing the post assuming you have the user privileges then you can select to Take over Otherwise you can simply preview the post or go back to the previous page If you do select to take over you will become able to edit the post and the other user will be unable to make any further changes They will get the following message displayed admin has taken over and is currently editing Date 13 10 14 Page 38 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Creating and managing your categories and tags Organising categories can be one of the greatest influences in how easy it is to navigate your site It can also be one of the hardest things to get right and there s many a site owner who ends up having to re categorise all their content later down the line Adding a new category is always easy and straightforward and can even be done while you create a post if you have the appropriate user level Categories All Categories Most Used Uncategorized Add New Category For the categories we re going to use we need to go to Posts and then Categories in the WordPress administration area For this site we want to create categories called News Trivia and WordPress To do this go back to your site Admin and click on Posts and then the Categories
47. e of your saved pages and if your theme allows it or choose to display your latest posts Featured Content Here if you have used the tag featured or another specified tag on your posts you can choose to display them as featured posts You can then choose whether to display these in a grid or slider All changes can be previewed in the browser window and once you are happy with the look click Save and Publish More in depth customisation options are explained in the sections below Widgets Since WordPress introduced widget support they have become increasingly used as a way to display additional information on the website sometimes to a very sophisticated degree If you look at a complex WordPress site like http www spectator co uk you quickly realise that most sections and feature pages are complex arrangements of widgets that go beyond the conventional single sidebar arrangement A widget is simply a block usually with control over what it displays which can be moved around For example you can place in a sidebar a widget that displays the latest comments on your site Some themes provide a large selection of widget spaces which allow you to place content in a wide range of spaces Really advanced themes create widget spaces on the fly for example if you create a page according to a certain template That can make for a very sophisticated website Date 13 10 14 Page 64 Filename Wordpress 4 0_user_guide docx
48. e three categories on this site called News Trivia and WordPress Your Categories screen should look like this now MEW If you create a category in error you can also delete it here by hovering over the category you want to delete where you ll see a series of links Edit Quick Edit Delete View Be careful there s no undo function here Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Page 40 Interconnect it You ll notice you can t delete Uncategorized that s because it s the default category used if you don t assign one to a post You can change your default category in Settings Writing You also have the possibility of creating a hierarchical tree for your categories for example under News you could have Politics and Entertainment In a hierarchy a post in a child category will always belong to the parent category So someone viewing the News category in this example will see all of Politics and Entertainment as well Now you have added your categories try going back to your existing posts under Posts All Posts Edit each of your three posts in turn assigning categories to each one Now let s turn our attention to tags Tags are somewhat similar to categories in that they group related posts together but are more specific and generally describe what the post is about in more detail Let s go back to one of the
49. eated By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Creating links Now we ve created our Link Categories above you can create some links quickly and easily To create a new one click Add New and you ll see the following Add New Link Addnew Narn Save Web Address Description Categories Add New Category Target Link Relationship KFN Advanced The most commonly used items are on display first and you should create the link and categorise it accordingly Let s create a link to the BBC News website Date 13 10 14 Page 54 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Add New Link add new Name i RS ime Web Address Description The BAC News W Categories A Now Category Save You also have a number of advanced options available to you which are in the extending boxes below Target Link Relationship and Advanced Please note the importance of using http before a link Target Target is a strangely marked and named option if you re new to the web Target _blank new window or tab _tep current window or tab with no frames Choose the target frame for your link Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 _none same window or tab Page 55 Interconnect it The following table illus
50. eceeseusececsueceesegeceessesecetsuneess 89 PUST a A EEE 89 CSS EEEE A AEA PEEN AE A E E EEE AE E E EE TETEE 90 MINS P OVIE ea S E E E ES 91 WordPress As A Service WAAS sccssssssrscssoasesrsensosscarcauseuseurcauseusauseateaucarsesteascarsenseascarsenseuseareanes 92 COME FUN NOT er E A minutes vubacseanerec deamnceu suas wrcasueustacdesaysersunesscceeeteee 93 DO VOU need something special seidacicesisccrcdvionteesrisacsevniiatonerbeeseeisiweseurscaccsaveneasuexwieedeedebeutbubyeaeckeoue 94 B Wware of strangers bearing CIN CS sdscecaceniecetadavwsscicetaniesixwecnenndsntseadawcattueadatsssiusecoossdeniioniawecndeentnes 94 AIDON ceea E oaaveconeuetvaonetaruconnsacoatnanesaneeeveutes 95 6 f 8 i e PEEN IEEE EN E E EEN EE AN A EEA E TT E ENE T E 95 FASS UTI e e APEA N E E AEE T E E E 95 Date 13 10 14 Page 3 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Introduction Hello and welcome to our WordPress User Guide for Version 4 0 and above The first of our WordPress User Guides was originally written for our clients here at interconnect it who had specified a website using WordPress Of course what happened is that soon enough the guide was linked to and downloaded many times Many thousands of times Clearly there was a level of demand for this information and we do like to make people happy so we continued updating this guide and releasing it and we always kept a f
51. emes which can add functionality and style to your site It has a vast selection of plugins that can add new features and tricks to your site 9 If you do learn html css or php you can extend what you ve got oe ee oS Pa As you learn more about WordPress you ll learn a lot about what it can and can t do But work within its relatively few limitations and you have a powerful and flexible friend managing your website Date 13 10 14 Page 5 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Getting Started When you get WordPress installed you won t have any content in your site beyond what comes as vanilla which is a single category a set of blog links you probably don t want a page and a post So the first thing to do is Log In assword Remember Me If you haven t got a login link on your site s front page simply add wp admin to the root address and you ll arrive at the login page as above for example www mysite com wp admin unless you were already logged in in which case you ll see the dashboard Many themes will show login links in the footer or sidebar of your homepage During installation you will have set up a username and been told of your password which will have been auto generated Alternatively if someone installed the site for you he or she will have given Date 13 10 14 Filename Wordpress 4 0_user_guide docx Created By Inte
52. have a choice of post formats These allow posts to be displayed in different ways e g different designated colours Up to 10 post formats are available Which ones are in use if any depends on the theme being used by your website The Twenty Fourteen theme has 8 post formats However if we look at the Twenty Thirteen theme that came as standard with WordPress 3 6 this actually has 10 post formats 1 Standard This is a regular post as has been described above 2 Aside This format displays only the post content with no title or link 3 Image A single image The first lt img gt tag in the post could be considered the image Alternatively if the post consists only of a URL that will be the image URL and the title of the post post_title will be the title attribute for the image 4 Video This is for posting a video and you can directly paste a URL to post a video without needing a third party plugin 5 Audio This appears on your post alongside a speaker symbol 6 Quote A quotation for example something somebody said about your blog Be proud 7 Link A link to another site 8 Gallery This is for displaying a gallery of images Date 13 10 14 Page 35 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Saving amp publishing your post or page Once you ve written your masterpiece you ll want to save it and then publish it i e Make it vis
53. hotographs Interesting cats for 2014 Our First News Date 13 10 14 Page 63 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Take a look at the menu bar on the left side of the page and you will see a number of options to customise your theme The Twenty Fourteen theme in WordPress 4 0 as an example has eight options to customise your theme If you want to know more we ve gone into a bit more detail below Site Title amp Tagline Here you can change your site title tagline or choose if you want to display the header text at all Colors This option allows you to change the site title colour and the background colour Header Image If you want to add a header to your site this option gives you that choice Background Image Select this option if you want to add a background image to your site Either click Select a file or alternatively drag and drop your file straight into the box Navigation Allows you to specify the location your menus appear in The number of menus available depends on your theme In this example our theme supports two menus Widgets Here you can customise the widgets you have installed on your site Depending on the theme you have installed you will have different areas of your site you can place your widgets Here you can reorder and add widgets to the different areas Static Front Page This allows you to choose a static front page from on
54. ht links in a different colour and with hover properties 6 Many themes will set editor styles so that what you see in the visual editor reflects how your content will look on the site The above tips can also help with search engine optimisation as they give a structure to your content Date 13 10 14 Page 17 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it More on Posts If you have used an earlier version of WordPress previously you may notice that version 4 0 introduces some handy changes to the text editor The editor now expands as you write and the toolbar is fixed meaning you no longer need to scroll to the top when writing your post to access the formatting tools If you have experience of writing long posts in WordPress you will soon realise just how useful these new changes are When it comes to publishing your content if you are an Editor or Administrator on the site you will have a Publish button If you re an author you ll only be able to save your content but your Editor or Admin will be able to publish for you once informed Once pressed the post becomes available on the website Before the post is ready however you can save it and keep it as a draft WordPress has autosave functionality so you won t lose anything if your browser crashes and has a revision history making it possible to see changes and revert to older versions of posts and pages That s
55. ible on the site for the whole world to see you ve probably already pushed that publish button but we re returning to it because there are various options that are worth learning Publish Save Draft Preview Status Draft Edit Ch Visibility Public Edit finn Publish immediately Edit Move to Trash Publish The Publish box above is usually at the top right of the page By default it looks like the above As you can see the simplest way to publish your content is simply to press that big blue Publish button If you re a contributor you ll have found that you can t do much in WordPress beyond contribute words and your Publish box will actually look like this Publish Save Draft Preview Status Draft Visibility Public Move to Trash Submit for Review Date 13 10 14 Page 36 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it The following table gives a breakdown of the different functionality available here Preview This button allows you to preview how the content will look Status This shows the status of your post for example whether it is visible Publish Private If you want to keep the post from prying eyes you can immediately do this If a post is private only registered members of edit the site can see it Public If you click on edit the box will expand to offer you the facility to edit the date on which this page
56. internet s busiest sites run WordPress the software has been well designed for this kind of use Date 13 10 14 Page 50 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it QUICK EXERCISES 1 Write an offensive we don t mean with swear words just something harsh comment on your blog Then delete it through comment moderation 2 Add a few comments on your blog while signed out 3 Reply toa comment on your blog even if it s one of your own to see how it looks Date 13 10 14 Page 51 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Managing Links If you re working on a fresh install of WordPress you ll find that WordPress 3 5 and above has no Links Manager A simple plugin or theme option if you re working with a developer can add this feature back in if you need it If however your install is older and you ve upgraded the Links Manager remains So for completeness sake we re keeping this in the guide for now Many websites run a links section With many it s simply a page or a post full of links and connections With WordPress you can do this if you wish but a more powerful feature is to use the proper link management tools Then you can display your links in the site s sidebar or if the theme provides it using a links page template In the administration menu click on Links
57. ith them if you wish Date 13 10 14 Page 25 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Insert Meria Insert Media z lt Anunnawu When you select an image the image details are shown in the right column Let s go through the options and controls Title this is the title of the image Caption the caption text for the image This text appears under the image when it is posted on the website Alternative Text a brief description of the image The alt text is much more important to blind users than the title Do make sure it s not a repeat of the title however that s duplication and doesn t go down well Attachment Display Settings Alignment allows you to set how the image is aligned Link To for you to choose if you want the image to link to the Media File the default option attachment page a custom URL or none no link Size you ll want to choose how big the image is If it s not too massive you can use the Full Size image just make sure it fits into the space available Otherwise a Thumbnail by default is a 150x150px square and Medium is cropped to fit in a 300x300px space The default thumbnail size can be changed under Settings Media Date 13 10 14 Page 26 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Once you ve selected your optio
58. iting Pages and Structuring Them Pages are essentially similar to Posts but as explained in Understanding the difference between pages and posts they differ in that they contain information that is by and large static your resume your contact details your terms and conditions that kind of thing Writing Pages Writing a page is essentially the same as writing a post so there s little to learn but we ll go through some things again Already on the site there is a page called Sample Page every default WordPress install has such a page You can leave that page for the moment let us instead create an About page Click on Pages and then Add New Pit Click on here to add a new page If you need help with the editor and advanced options read the section Adding and Editing Content for more information You now just need to add a Title put in some content and you re building the static content Type in the title of your page in this case About and a little content about your website and why it s there For now don t worry too much about getting clever with your text formatting adding images and files and so on we ll cover the editor in much more depth later on If you want to see what your page would look like if you were to publish it try pressing Preview Once you ve completed your About page and your happy with how it looks press the Publish
59. library contains all the images videos recordings and files that are uploaded to your site When you are writing a post and upload images as we went through above these are automatically saved into your media library Let s briefly have a look at the features the Media Library has to offer From your dashboard select Media found in the administration panel on the left This brings up the media library and the media content you have already uploaded to your site You have the option of either viewing your content in the traditional list style or the new grid style see the screenshot below Media L ibra ry Add New Click here to either view as a list or grid In either view if you click on the item a pop up window opens see next page giving an enlarged view of the media Here you can add a title caption alt text and description or delete the item entirely To scroll through the items navigate using the arrows at the top of the image on the right To close the pop up window either click the X or press Esc Date 13 10 14 Page 31 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Attachment Details If you want to upload a video or playlist to the media library this option is available for version 3 9 and above To upload an audio or video file follow the same process as you would when adding an image as we have already discussed previously in this guide It
60. links If you have a lot of poor quality links on your site you risk losing page rank Some themes perform better than others because the way content is output is very important Certain layouts perform worse than others too It s a bit of a black art but a good theme alone can make a dramatic difference Concentrate on great content rather than working the search engines trust me people link a lot to good stuff Page 88 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Recommended Plugins amp Services The following is a short list of plugins and Services which we at Interconnect IT have found to be very useful in extending the functionality of WordPress Whilst we believe that these plugins are secure and reliable we of course cannot make any warranty about their effectiveness in real world use We always recommend testing in a non live development environment before implementing on a live production site You will find these plugins by searching the WordPress repository at http wordpress org extend plugins Plugins Spots Enables the easy creation of widget based rich content such as Images HTML and video Easily content manage many elements of your WordPress website http wordpress org extend plugins spots Regenerate A life saver when you ve changed themes This plugin by Alex Mills Thumbnails Viper007Bond will resize the different images WordPress gene
61. n then take a look at the site You should now have a nice blue background instead of the plain boring one that was there before Setting a Custom Background Image The first thing you will need to do here is upload an image from your own PC to use as the background image To do this click the Browse button select the image you want to use from the Explorer window and click Upload When the upload has finished you will see a preview of your image as well as various other options See the screenshot on the next page for an example Date 13 10 14 Page 81 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Custom Background Image Preview Box HODOV uated WO yout Se 10 bee Now Tce Background Image Preview temave image Barrema Metsgrruntd Iruge Tht eo rompe Se barip ymi mapet You wi hor be atte to restore phy cumomuroone Select image Chante an pea tore pan pang Image Positioning Options Lh Carrie a aae irm yur m ry Chom trege Display Options Prema Lett Comte i agi Image Repeat Options Appas No Repent Tie Tike Honi ae Vertically Atlachuteertt trot gt Meid seckground Color BE co Attachment Options Background colour for area not occupied by image You should be able to see a smaller version of your image in the Image Preview box If you want to use another image you can just click the Remove Background Image button and
62. nd corner The menu item box for the menu item you deleted should no longer be displayed e Click the Save Menu button to save the changes you have made Date 13 10 14 Page 72 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Customising Menu Items Before we jump to the example a little explanation about the Navigation Label and Title Attribute options is needed The Navigation Label option specifies the title of the menu item as it appears on the navigation menu This is what your users will see displayed on the navigation menu when they visit your site blog The Title Attribute option specifies the Alternative or Alt text for the menu item This is what will be displayed when a users mouse hovers over a menu item or if the user is accessing the site using screen reader software for example In the example for this section we ll be using the menu item titled Another New Page The Navigation Label option will be given value of Page 2 and the Title Attribute value will be changed to a value of Click here for Page 2 The steps you will need to take are listed below e Left click on the arrow in the top right hand corner of the menu item box The menu item box should then expand and the options we need to edit should be visible e Enter the values for the Navigation Label and Title Attribute
63. ng it visible to everyone This is a good practice to get into Let s try adding the Recent Posts widget to your sidebar First drag the widget into the Inactive Widgets section Then set it up as below Recent Posts Title Number of posts to show 5 _ Display post date Delete Close As you can see you can set the title and the number of posts to display Now press Save Next you need to move it into the sidebar Simply drag the widget from the Available Widgets space and into the Sidebar widget space Date 13 10 14 Page 65 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Widgets Avarlsdie Widgets Primary Sedebar Footer Widget Area Content Sidebar Drag Widget to Primary Sidebar inactive Widgets Ok now you know how to use widgets we can now turn our attention to getting the Page and Category lists to show in the sidebar by dragging the Pages and Categories widgets into the Primary Widget Area You can specify your own titles for the Pages and Categories widgets if you want and these titles will appear as headings on the site s sidebar above the content generated by the Widget Date 13 10 14 Page 66 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it instant WordPress ABAJI NIER AICINT POSTI Mirre birea Recent Posts Widget content pecan
64. ns you press the Insert into Post button to add the image to where your cursor was when you chose to Add Media In this example we ve gone for a thumbnail with a caption In the editor it now looks like this Edit Post ademes f Penguins are Great Pubit Ab P Drafl Ae tf er n g F o Latepores Date 13 10 14 Page 27 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it And if you press the preview button you can see that on the website it looks like this instant WordPress D i iP A 7 A H UINS AR Hi A New post with an image LEAVE A REPLY If you decide you want to edit or delete the image this is possible from the visual editor Click on the picture and you ll see two icons appear as shown below One a pencil and the other an X The pencil which is mostly used by advanced users allows you to change some settings in the image but without actually changing the attachment details The X deletes the image To resize the image in the visual editor click the image with your mouse to select the image then click on one of the squares surrounding the border of the image and drag your mouse to resize After uploading if you forgot to add images to a post you can still press the Add Media button and then click on the Gallery tab In there you can see all images uploaded and insert them individually Date 13 10 14 P
65. nterconnect IT Ltd 2014 Version 4 0 Interconnect it All Done Thank you for reading this guide The original pdf can always be found at http interconnectit com and can be re branded for companies for a fee Credits David Coveney Writing screenshots images funding editing James Whitehead General all round brilliance advice on the community and so much more Peter Lavelle Updates for WP 3 1 Barrie Dunbavin Updates for WP 3 2 3 3 improved image notes to aid translators Laurie Chandler Updates for WP 3 4 3 5 3 6 3 8 Miriam McNeela Updates for WP 4 0 Romana Dworak Patience Automattic amp Friends For developing WordPress and making a lot of what we do possible Changelog from v 3 5 Date Modifier Changes Made 13 10 2014 Miriam McNeela Copy editing revisions and content updates for readability 11 02 2014 Laurie Chandler Copy editing including the new features 08 08 2013 Laurie Chandler Copy editing including the new features 17 12 2012 Laurie Chandler Copy editing including the new media and gallery window Added note about new retina dashboard Included images of twenty twelve theme Updated recommended plugins and services 11 17 01 2012 David Coveney Copy editing styling changes revisions and content updates for readability additional plugins Date 13 10 14 Page 95 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0
66. of your site s back end Date 13 10 14 Page 61 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Managing the Look amp Feel of your website Appearance In WordPress you have the facility to easily switch between different layouts for your site Select the Themes option from the Appearance menu and you will see a list of available themes on your installation Usually that will include the themes installed on your server and usually the default theme currently known as the Twenty Fourteen theme that is supplied by default with WordPress It s possible that your WordPress installer has supplied you with variations on your theme perhaps a Christmas one or another designed for special company occasions like product launches or for sponsors Themes sisme Twenty Elever Twenty Ten Pa Sey AD j New Theme Twenty Thirteen Twenty Twelve To select a theme simply hover over it you can then select to view a live preview this will then give you a preview of how your site will look using that theme If you like the look you can then activate the theme by clicking the Save amp Activate button in the top left hand corner of the preview box If you don t wish to activate the theme click the X in the top left of the theme An expert can actually edit their themes from the Theme Editor tab However we don t recommend doing it this
67. rates for your site http wordpress org extend plugins regenerate thumbnails Gravity Forms Create and manage custom forms for your WordPress installation This is a paid plugin but well worth the cost http www gravityforms com Polldaddy Another great polls plugin You ll need to sign up for a Polldaddy account to use the plugin on a self hosted site http polldaddy com Jetpack This is a monster of a plugin that adds a huge range of services and functions to your site and it s popular with users It s not especially popular with some developers including ourselves but if you re into the services provided by WordPress com and have migrated from there then it helps you stay in their fold http wordpress org extend plugins jetpack Gallery Carousel Everyone loves the carousel in Jetpack but if you don t want the big Without Jetpack plugin this is an alternative http wordpress org extend plugins carousel without jetpack TablePress TablePress enables you to create and manage tables without having to write HTML code and it adds valuable functions for your visitors http tablepress or WordPress SEO Easy Search Engine Optimisation SEO for your site by the SEO master Joost de Valk He ain t humble but he knows his stuff http wordpress org extend plugins wordpress seo Date 13 10 14 Page 89 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Aki
68. rconnect IT Ltd 2014 Version 4 0 Page 6 Interconnect it you the login and password details If you lose your details you can click on Lost your password and a new password will be generated and e mailed to you You ll need to change this to something more memorable Enter your details select Remember me if your computer is secure only used by you and you d like not to have to log in each time Then click on the Login button Now you re logged in you ll arrive at the Dashboard a screen that gives a range of information about your website Hame Anas The dashboard is fully responsive making it easy to work on your website from a variety of mobile devices Try adjusting the size of your browser window whilst in either the admin area or when actually viewing your website and you will see the site layout and icons adjust to fit the smaller screen size Notice how the menu on the left of the dashboard collapses into an icon featuring three lines If you click the icon you have access to the menu again but note that the options you see will depend on the user level you have on your blog Administrators can see everything and subscribers the least Take a look at the following screenshot to see how the icons have changed and moved position to suit the new size Date 13 10 14 Page 7 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Dashboard At a Gl
69. ree PDF version available because we know a lot of WP users are hobbyists rather than professionals This guide doesn t cover WordPress installation installation is well documented on wordpress org and if you wish you can go for a hosted solution on wordpress com If you need help installing migrating or upgrading your WordPress installation you should get in touch with us for a quote You ll need to contact us through our website s contact form at http interconnectit com contact We may well add installation information at a later date but currently this guide is very much aimed at WordPress users Of course on that note some advanced set up and configuration guidance isn t included either Guide Method This guide covers the basics in each section trying to take a progressive approach so that each section builds on knowledge and skill acquired earlier in the guide There are also some exercises here and there which can help you to practice your new skills Please note that this is a guide for people learning about WordPress it s not a complete manual The best thing to do if you find any errors or omissions is to go to either http interconnectit com and let us know through the contacts page If you wish to rebrand this guide for use in your own organisation you can do so by purchasing the version at http interconnectit com products wordpress user guide Date 13 10 14 Page 4 Filename Wordpress 4 0_user_guide docx
70. rms and similar can be designed in this way Page Order By assigning numbers to pages in this field you can set the order of pages We suggest you use increments of 10 when setting page orders That way if you wish to insert a page between one identified as 10 and another identified as 20 you can just use the number 15 rather than finding yourself changing all the page numbers Date 13 10 14 Page 47 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it QUICK EXERCISES 1 Create pages entitled Another New Page Child Page 1 Child Page 2 and Level 1 We ll use these pages in another exercise later on 2 Create a subpage to the About page called WordPress where you can Say a few nice things about WordPress Date 13 10 14 Page 48 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Publishing Content Created by Other Contributors If you re an Administrator or Editor you can publish the work created by Contributors Authors can publish their own work but cannot publish the work of other users As an Editor you ll need to be aware of drafts that are awaiting publication Usually the contributor should inform you that they ve completed a document and when you select Posts and Edit in the administration panel you will see a list of Other s Drafts as pending A Pending Post from a contributor
71. rs You have specified this user for deletion ID 4 Peek What should be done with content owned by this user C Delete all content C Attribute all content to Admin Once you re satisfied with the selection press the Confirm Deletion button Don t forget you can do this for multiple users Also no undo Be careful Edit the details of a user You may wish to change details and settings relating to a user in which case when you hover over a user s details you ll see the Edit link pop into existence Click Edit and you should then see the Edit User screen From here you can see and edit the user details as shown on the following page Date 13 10 14 Page 59 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it From this page you can set various options which are generally self explanatory such as name whether that user is using the visual editor what colour scheme they use in the administration panels and so on Manage the content created by a user You will see that in the User List you have a number against each user in the Posts column This shows the number of postings made by that user If you click on that number you will be taken to the Posts page showing the posts as made by that user and from there you can edit or delete posts to your heart s content Users Add New all i Train Y yi i if i Pafe wv Change role to v
72. rt by clicking Select Color We ll be covering the colour selector method in this guide as it s the most intuitive If you prefer to enter the hexadecimal colour code manually you may find it useful to visit http htm l color codes info to obtain the relevant hexadecimal codes for the colour you want Date 13 10 14 Page 80 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Once Select Color has been clicked you should see something similar to the screenshot below SEMPORPAORPMPOPAERPSOAMSOAPSOSPSEMMSOAPSOMPOPOMOORMSOOODES m i Background Color Current Color ESfS5fS Default te ereerrrrree CV OC CUES ETE E EEE ORE EONS EW ROE TREE WROTE rest Shade Tone Selector Drag with mouse Colour Selector Save selection when finished Save Changes Colour Range Selector For the sake of this example choose the blue colour range Place the mouse cursor over the Colour Selector contained in the large square and click your preferred shade of blue As you do this you will see that the colour in the Image Preview area will change to reflect the selection you have made lf you want to alter the shade tone of the colour you have just selected then the process is much the same as that in the previous step but this time you will have to use the Shade Tone selection area When you have made your selection click on the Save Changes butto
73. rt montai NASCODUI fa LUAR mi Formal lonac guam tefi iibricies peg pe ilentesgue eu pretum guis serm eS s Nidle comnequst masse quis enim Donec pede histo fringilla vel s jipii i Ia jutta rhoncus ut ieee io a venenatis vitae justo Nuiam dictum tells eu pede mollis vi rte i apiu at Ua ypt emper nisi 1 pul ter h rtt i at j tac eleif i iis it viveri gul miata ji i rus eet u qi J tricies nisi wet unue Curabitur ull OHer witricies nisi Na ptt o First select the text that sips N Mrpores Date 13 10 14 you want to turn intoa link jis ant Page 20 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Once the link icon is selected you have a pop up dialog Insert edit link Enter the destination URL URL http Title _ Open link in a new window tab Or link to existing content Cancel Add Link Simply insert the web address you want to link to in URL a Title to give meaning to the link and which will show on hovering over the link and choose whether or not to open the link in a new window tab or stay in the current window tab Once you re done click Add Link and the link has been created It s always worth testing links in case a mistake was made WordPress also makes it easy to create links internally within your website Follow the process as per the instructions above and when the pop up dialog box
74. rum application http bbpress org BuddyPress a social networking tool built ontop of http buddypress or the WordPress platform Could you rival Facebook You can also find many more resources on the net People often design their own sites and then offer their themes freely some searching on Google will quickly reveal some interesting options and answers If you re running a website there s a lot to consider without even thinking about technicalities you have performance search engine optimisation future proofing and so on Getting the best out of a website takes time experience and sometimes just a bit of luck Consider going to experts if your site s underperforming it could save you a lot of time and grief Date 13 10 14 Page 93 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Do you need something special If you need more from your WordPress installation you may need some custom plugins or themes written or you may need to integrate your site with other tools such as membership subscription systems or similar For that you will need to approach a developer or company with suitable skills Be careful in choosing make sure you go to someone reputable reliable and professional The best will often be the most difficult to deal with they ll want to know exactly what you need so that they can deliver The worst will throw something together
75. should now see the Crop Header Image screen as shown below Crop Header image Image to be used as header Click and drag to select and crop the image to be used Preview of uploaded Image i To crop the image you ve uploaded simply use your mouse to resize the selected area Any portion of the image within the image selector box will be used while everything else outside it will be discarded then click the Crop and Publish button Alternatively you can choose to publish as is with no cropping Date 13 10 14 Page 78 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it You should now be back at the Custom Header screen If you look at the image preview window you should now see the cropped selection of the image you selected earlier Custom Header instant WordPress Setect Fou Car beret ari eae to be Shown at he top of your Sie by uang from your Computer of Choong Som your meds View ary ANg teteviing an omage you wil be atte to crop a image mapes Ven be of iesit 120 pisets wale Suctgetied wanit 1240 pired meeiied het a 245 pees f Dromie Laprosded images Yoel CAN Chote Oe Of youl Drevurtly upteeded hesseni of Vaw 4 random one tandem a A Pere hape Of hoch pite Remove image Thies wel emoe Oe heel mawe You w Ot be able to restore ary Cantor sox Meader Text Meader Ten V Show header bret wtih pour Mose Text Color Click the Sa
76. smet A plugin which will help to automatically filter soam from the comments section on your site This is preinstalled with all versions of WordPress but if you will need an API key which starts from free and goes up according to use cases http akismet com Edit Flow Can help to provide editorial support to your site through the use of custom statuses ability to view posts pending via a calendar new ways to manage your users and content and much more Google This plugin simply adds the JavaScript code needed to log the Analyticator performance of your site on Google Analytics Display Widgets Enables sidebar widgets to be displayed or hidden on specified pages Services The following services have shortcodes or embed codes which can be used to easily publish the services within your WordPress site Audio Files e SoundCloud e Audioboo Video Files e YouTube e Vimeo e VideoPress Slides e SlideShare Presentations Date 13 10 14 Page 90 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Theme Providers There are a number of places to get themes Some are prettier than others some are expensive Some are beautifully coded whereas others are inefficient There are too many themes out there for us to review or recommend right now so here we ll provide a list of providers we know and like This isn t by any means a comprehensive list but it may help you get s
77. space unoccupied by the background image We won t be using this in this guide Page 83 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it If you take a look at how your site looks at this point you may see that the background image is shown in one corner of the screen and the rest of the background is blank See the screenshot below What we can do is make that background look a little better What we want to do here is to left align the image cause it to repeat from left to right and stop it from scrolling along with the page content So set the options as follows set Position option to Left the Repeat option to Tile and the Attachment option to Fixed When you have finished setting the relevant options click the Save Changes button in the bottom left corner Date 13 10 14 Page 84 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Depending on the image you have used you should see something similar to the screenshot below Now the background image fills the entire background area of the page If you try scrolling down the page you will see that the background stays put while the page content moves down the page So our site background looks a little better now but can you see how the top right portion of the background looks as if it came from a separate image You can solve
78. tarted on the road to WordPress Zen Some of the providers also create a range of plugins and functional themes for specific markets such as real estate photographers and so on You can find out a lot for yourself by going to http wordpress org extend themes and you can find commercial providers at http wordpress org extend themes commercial iThemes A US based themes firm with some excellent business oriented themes and more WooThemes The granddaddy of WordPress theme companies with a huge selection of themes many with excellent visual design Theme Forest A theme marketplace that s popular with many and you can easily see how well the various designers support their buyers Date 13 10 14 Page 91 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it WordPress As A Service WAAS WordPress As A Service isn t a new concept WordPress com has been around for years now but WAAS sites are growing in popularity Some are really targeting specific niches and have customised WordPress extensively in order to do so ina slick manner and you may find the guide above isn t a good fit for their service whilst others leave WordPress almost untouched The guide above really refers to standalone WP installations and avoids covering customisations but most providers will document and assist with their own peculiarities Provider Niche Description WordPress com Blogging
79. tasks around users that you may wish to carry out Update your own details Add new users Remove users Edit the details of a user Manage the content created by a user i eae a a You can manage and set up users by clicking on the Users link in the menu Users Add New All pomir Foal Adding users It s very simple to add a new user to WordPress simply select Add New as for Posts Pages etc and then fill in the user s details making sure you get the correct user level You ll also need to set a password here make sure it s a strong one Remove users To remove a user select the Users link from the Users menu in the dashboard On this page you will see a list of users and the roles which they have Select the check box on the left of the Username Further down you will see the Bulk Actions Drop Down Select delete then press apply Date 13 10 14 Page 58 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it You will then be asked for confirmation as well as a request as to whether to delete all the posts and links belonging to the user or to transfer the users posts and links to another user Be careful Delete all posts and all the content by that author will be removed from your website It s usually better unless that user was filling your site with nonsense to attribute their posts to another user Delete Use
80. then Edit to manage your links and you will see the following LINKS it hew NordPress Sine As you Can see the initial installation is already populated with links As these aren t relevant to your website you can delete them all if you wish Simply select each link you don t want then select Delete in the Bulk Actions drop down and click the Apply button You ll see also that you can filter this view particularly useful if you manage a large number of links Date 13 10 14 Page 52 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Creating link categories Before creating new links you need first to create some suitable categories so click on the Link Categories link in the menu to do this Link Categories Add New Lev Category La vw Link Categorias AC In here create a link category called News and another called WordPress so the list looks as follows Name Descrint WordPress Blogroll It s also possible to create categories on the fly just like when writing posts This is more limited in power but useful You can t delete the Blogroll category while it s the default category To change your default category go to Settings then Writing and change the Default Link Category value For now we ll leave it at Blogroll Date 13 10 14 Page 53 Filename Wordpress 4 0_user_guide docx Cr
81. tor can do anything other users can do as well as e Change all settings e Switch themes e Activate amp edit plugins e Edit users e Edit files e Manage options e Import Editor We recommend that the highest level that someone is assigned is Editor even the administrator will find that the Editor level is adequate for most tasks while preventing the possibility of inadvertently making a critical change to the site An Editor can do anything a lower level of user can do as well as e Moderate comments e Manage categories e Manage links e Enter unfiltered html as in html with any content at all a potentially dangerous facility e Edit published posts e Edit other contributor s posts e Edit pages Author Most people creating content through posts on the website will be Authors An Author can do anything a lower level of user can do as well as e Upload files e Publish posts Date 13 10 14 Page 57 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Contributor A contributor really doesn t have a great deal of power Contributors can create and edit their own posts but they can t upload images They can still insert images that have already been uploaded Subscriber A subscriber can read content on the website and make comments Although depending on your settings for your site it s possible for non subscribers to make comments also There are a number of
82. trates the different effects of each target option _blank _top _none Will open the link in a new window handy where you need a link to not take someone away from your website but should only be used with good reason as people hate getting a new window after following every link Opens the link in the top most frame or window This is very rarely used and should only be considered if you ve got good reason for it it can be incredibly annoying to visitors Conventional behaviour the link will open in the current window this is generally the best option to use Link relationship XFN Links can be related to your site you can either create your own relationship or use one of those attached They re mostly ignored and little used however and will make little difference to visitor experience They can however help to inform search engines and directories of the relationships between websites which may help with search engine performance Link Relationship XFN rel identity friendship physical professional geographical family romantic _ another web address of mine contact acquaintance C friend none met co worker colleague C co resident neighbor none O child kin parent sibling spouse none muse crush date sweetheart If the link is to a person you can specify your relationship with them using the above form If you woul
83. uide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Menu Name navmenu Menu Structure Drag each item into the order you prefer Click the arrow on the right of the item to reveal additional configuration options Home Custom About Page Page 2 Page Child Page 1 Page Child Page 2 Page Level 1 Page Menu Settings Auto add pages _ Automatically add new top level pages to this menu Theme locations Top primary menu LJ Secondary menu in left sidebar So with our report analogy in mind the menu in this example will be re structured as follows 1 Home 2 About 3 Page 2 1 Child Page 1 2 Child Page 2 4 Level 1 In this example the menu items Home About Page 2 and Level 1 will be the main menu Level 1 items while Child Page 1 and Child Page 2 will be sub items subordinate to Page 2 The steps you will need to take can be found below e Position the mouse over the menu item box for Child Page 1 While holding the left mouse button drag it to the right then release the mouse button e Repeat the above step for Child Page 2 and make sure that Child Page 1 and Child Page 2 are both indented the same distance from the left Your menu should now look like the one the screenshot below Date 13 10 14 Page 74 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it
84. ut Another New Page Child Page 1 _ Child Page 2 Interconnect IT Level 1 Sample Page Select All Add to Menu e Select the pages you want to add to your menu by clicking the checkbox to the left of each item s title In this example the Home About Another New Page Child Page 1 Child Page 2 and Level 1 Pages will be used When you have selected the pages you want to include click the Add to Menu button located in the bottom right hand corner You should now see a series of boxes with the page titles of the items you added in the previous step on the left hand side of each box e Click the Save Menu button to save the changes Date 13 10 14 Page 71 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Deleting a menu item To remove a page from a menu simply click on the downward facing arrow of the page you want to delete Edit Menus Manage Locations Menu Structure About Another New Page B Oa Pago 1 Click the downward aks Crit Page 2 facing arrow of the page Categories mi you want to delete e This expands revealing a box similar to that shown below Another New Page Page Navigation Label Title Attribute Another New Fage Move Up one Down one Under About To the top Original Another New Page Remove i Cancel r e Click on the Remove link in the bottom left ha
85. ve Changes button in the bottom left corner and visit your site to view your newly customised header Some themes also have support for setting the font colour for text within the header section as well Be sure to check that the theme you are using has support for the features you need Date 13 10 14 Page 79 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Custom Backgrounds The custom backgrounds feature allows you to set the site s background colour or upload a background image of your choice to use as the background for the site The Twenty Fourteen theme has support for both custom background colours and images and both of these options will be covered in this section of the guide Setting a Custom Background Colour The first thing we ll cover here is setting a background colour To access the Custom Background options select the Background option from the Appearance menu You should see something similar to the screenshot below Custom Background Background image Prewiew Select mace Display Options Background Color If you have not already configured any Custom Background options you will see the default settings shown for the theme you are using You can set the background colour using one of two methods Using the integrated colour picker or inputting the hexadecimal value of the colour you want to use manually Either way you sta
86. works in exactly the same way Embedding Content Next we are going to discuss embedding content into a post or page A nice update in version 4 0 is the instant embedding of certain content into the visual editor giving an instant preview of the content you have just embedded Should you decide a YouTube clip or a tweet would illustrate the content of your post nicely simply copy the URL ctrl c from the browse bar and paste ctrl v into a new line in your post Previously the content would paste as a link and you would have to preview the post to ensure the correct content had been embedded before publishing As shown in the next screenshot the content now automatically embeds into your post saving you time and hassle Date 13 10 14 Page 32 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Add New Post Embedding Content Permalink http localhost site 7p 51 Change Permalinks View Post QJ Add Media Visual Text B I 6 o x a E En Paragraph U SAvYM OXF VC O Word count 0 Draft saved at 1 22 16 pm Admittedly for security reasons WordPress doesn t offer this option automatically for all content on the web although they have extended their list of sources you can embed from to cover 28 sites including Flickr Instagram and Polldaddy The full list can be found by visiting the following link http codex wordpress org Embeds Date
87. y and stick to opening links in the current window Date 13 10 14 Page 22 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Adding images to your posts You can easily add images using the standard WordPress tools Again like so much of WordPress there have been some dramatic improvements in recent versions including the automatic sizing of images thumbnailing and image management To add media to your post you ll see a number of tools added You may find that on a lot of custom installations of WordPress MU you only have the small button that looks like a sun on the right If that s the case then for most things you can use that image but you may be limited with items such as YouTube videos This is often done for security reasons If the feature is necessary speak to your support team a ao T f EL D n T Li ou T pa co ny i i A l UL jit lilt Eam T Eo Now let s get started There are two ways to add images to your posts the first method is to press the Add Media button o see above outlined in red and you ll be presented with the following pop up window insert tb edia nser t M ed ia a You can close this window with the small X in the top right corner Most people won t insert images from a URL and will use the Select Files button or drag files into the media uploader drop area Once
88. y to your own site Keywords are more important in headers and titles but in body text they quickly lose their power except when linking to other pages in your site and to other websites For example if you write click here to read about Britney s latest escapade and link that it will perform worse than a paragraph with a link that reads when Britney Spears fell out of a taxi drunk Get inward bound links by creating great content commenting on other blogs engaging with other bloggers and generally making an effort to be an active part of the community Don t solicit links from other bloggers because it just annoys them Use optimisation plugins but sparingly It s not unknown for performance to go down after popular plugins have been utilised However we consider Yoast SEO and All in One SEO as the leading SEO plugins available Don t engage in link farming if you create a site that s purely there to link to yours or your client sites then the search engines will eventually pick up on this and you could find yourself heavily penalised with a de listing The search engines don t like being gamed any underhand tricks used to increase your ranking could eventually lead to a de listing That can include inappropriate link purchasing spam blogging e mail spam Twitter spam and so on Be careful If your site is hacked it can be really bad because many spammers try to hack WordPress sites in order to insert their own hidden
89. you close all tags or ask WordPress to do it for you by pressing the Close Tags button If you don t then your site s layout will be broken whenever that posting or page is displayed IMPORTANT 2 If a page or posting has been written using the html editor then any attempt to edit that article using the visual rich editor may result in some content or formatting being lost This isn t as bad as it used to be but you have to be particularly careful if you ve used the editor for using embed code from third party websites Date 13 10 14 Page 19 Filename Wordpress 4 0_user_guide docx Created By Interconnect IT Ltd 2014 Version 4 0 Interconnect it Adding links to your posts One of the most important things you can do on your website is to link out to other sites Those other sites will appreciate the links but it also shows where you get your information from This is useful to the reader and also a sign of an experienced and skilful blogger who cites his references It s also well worth linking within your own site Of course it takes a little extra time but it s worth it for the extra engagement and the ability for a reader to continue exploring your content To create a link in text highlight the text you wish to link and then click on the link icon in the editor Reds ee j a gt I 1 Lal kJ a P3 acd weer i E commodo ligula eget dolor Aenean massa Cumi nat ot magi i parturhe
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