Difference between revisions of "WordPress Tutorial for sites.evergreen.edu"
From Help Wiki
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Everything you need to know to get started using WordPress at [https://sites.evergreen.edu/ sites.evergreen.edu]. | Everything you need to know to get started using WordPress at [https://sites.evergreen.edu/ sites.evergreen.edu]. | ||
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| − | + | {{Collapsed2|WordPress Overview| | |
| − | + | :*'''What is WordPress?''' | |
| − | {{Collapsed2|What is WordPress? | + | |
:*WordPress is a web authoring platform. All you need is a browser and a connection to the internet to get started. | :*WordPress is a web authoring platform. All you need is a browser and a connection to the internet to get started. | ||
| − | + | :*'''Why WordPress?''' | |
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* '''A site that can grow with your teaching.''' Your WordPress site can be used across multiple quarters or courses. Build, refine, update, rinse and repeat. | * '''A site that can grow with your teaching.''' Your WordPress site can be used across multiple quarters or courses. Build, refine, update, rinse and repeat. | ||
* '''Ease of use.''' WordPress is renowned as one of the easiest web authoring platforms to work in. At the same time, a huge selection of additional functionality is available via plugins when you’re ready to take the next steps. | * '''Ease of use.''' WordPress is renowned as one of the easiest web authoring platforms to work in. At the same time, a huge selection of additional functionality is available via plugins when you’re ready to take the next steps. | ||
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* '''Media friendly.''' Easily embed your own media content or from a variety of popular sources. | * '''Media friendly.''' Easily embed your own media content or from a variety of popular sources. | ||
* '''Site templates''' help you get up and running quickly with a new course site. Take a look at the [https://sites.evergreen.edu/site-templates/ template feature table] and choose the one that’s right for your style of teaching. | * '''Site templates''' help you get up and running quickly with a new course site. Take a look at the [https://sites.evergreen.edu/site-templates/ template feature table] and choose the one that’s right for your style of teaching. | ||
| − | + | :*'''How is sites.evergreen.edu different from blogs.evergreen.edu?''' | |
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* Sites.e.e is focused on supporting faculty work | * Sites.e.e is focused on supporting faculty work | ||
* New site templates speed up the development time for faculty | * New site templates speed up the development time for faculty | ||
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* Sites is running over https:// (SSL) so that content can easily be linked to or embedded into other secure sites | * Sites is running over https:// (SSL) so that content can easily be linked to or embedded into other secure sites | ||
* Blogs.evergreen.edu which will continue to host community blogs and student academic journals | * Blogs.evergreen.edu which will continue to host community blogs and student academic journals | ||
| − | + | :*'''Requesting a WordPress site for your course''' | |
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*Contact [https://help.evergreen.edu/contact/ac/index Academic Computing] or go to the [http://presence.evergreen.edu/ Academic Resources] link in my.evergreen.edu to request a WordPress site be created for your course. | *Contact [https://help.evergreen.edu/contact/ac/index Academic Computing] or go to the [http://presence.evergreen.edu/ Academic Resources] link in my.evergreen.edu to request a WordPress site be created for your course. | ||
*Choose a template - familiarize yourself with the various template options and make sure to note which template you would like to use for your new site. | *Choose a template - familiarize yourself with the various template options and make sure to note which template you would like to use for your new site. | ||
| − | + | :*'''Accessing your site''' | |
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* Navigate to your site’s URL | * Navigate to your site’s URL | ||
* Click the Login link in the footer of the site and login via CAS using your Evergreen username and password | * Click the Login link in the footer of the site and login via CAS using your Evergreen username and password | ||
| − | + | :*'''Logging in from the sites.evergreen.edu homepage''' | |
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* Navigate to https://sites.evergreen.edu and click the login/register link in the sidebar | * Navigate to https://sites.evergreen.edu and click the login/register link in the sidebar | ||
* Login via CAS using your Evergreen username and password | * Login via CAS using your Evergreen username and password | ||
* Navigate to your site via the My Sites menu in the upper left admin bar | * Navigate to your site via the My Sites menu in the upper left admin bar | ||
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| − | + | {{Collapsed2|Some basics on navigating in WordPress| | |
| − | + | *'''The admin top bar''' | |
*Use the Home icon to go between the Dashboard to edit your site and Visit Site to see how the site looks to visitors | *Use the Home icon to go between the Dashboard to edit your site and Visit Site to see how the site looks to visitors | ||
| − | + | *'''The admin left-hand toolbar''' | |
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*From the Dashboard, the left-hand navigation menu provides links to all of the WordPress administration screens, with submenu items displayed on hover. | *From the Dashboard, the left-hand navigation menu provides links to all of the WordPress administration screens, with submenu items displayed on hover. | ||
| − | + | *'''Built-in Help''' | |
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Contextual help is always available from the upper right Help tab in your Dashboard. This is likely the fastest way to get your questions answered. | Contextual help is always available from the upper right Help tab in your Dashboard. This is likely the fastest way to get your questions answered. | ||
| − | + | *'''Screen Options''' | |
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*Use the Screen Options tab to choose which Dashboard boxes to show. | *Use the Screen Options tab to choose which Dashboard boxes to show. | ||
[[File:Wp-nav-basics.png]] | [[File:Wp-nav-basics.png]] | ||
}} | }} | ||
| − | + | {{Collapsed2|Adding, Editing, and Navigating Pages| | |
| − | + | *'''Editing a page''' | |
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#Navigate to the page you want to update | #Navigate to the page you want to update | ||
#Click the Edit Page link in the admin topbar | #Click the Edit Page link in the admin topbar | ||
#Make your changes and click Update to save | #Make your changes and click Update to save | ||
| − | + | *'''Adding a new page''' | |
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#From the Pages left-hand menu choose Add New | #From the Pages left-hand menu choose Add New | ||
#Enter the page title (directly under Edit Page) | #Enter the page title (directly under Edit Page) | ||
#Click Update to save your changes | #Click Update to save your changes | ||
| − | + | :*'''Navigation and new pages''' | |
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*All top-level new pages added to your site should automatically appear in your primary navigation. For more see Navigation and Custom Menus. | *All top-level new pages added to your site should automatically appear in your primary navigation. For more see Navigation and Custom Menus. | ||
}} | }} | ||
| − | + | {{Collapsed2|Inserting Media and Other Content| | |
| − | + | *'''Adding media to a page''' | |
* You can upload and insert media (images, audio, documents, etc.) by clicking the '''Add Media''' button when editing a page. | * You can upload and insert media (images, audio, documents, etc.) by clicking the '''Add Media''' button when editing a page. | ||
* You can select from the images and files already uploaded to the Media Library, or upload new media to add to your page or post. | * You can select from the images and files already uploaded to the Media Library, or upload new media to add to your page or post. | ||
| − | * '''To create an image gallery''', select the images to add and click the “Create a new gallery” button. | + | *'''To create an image gallery''', select the images to add and click the “Create a new gallery” button. |
| − | + | *'''Embedding media from other sites''' | |
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*You can also embed media from many popular websites including Twitter, YouTube, Vimeo, Flickr and others by pasting the media URL on its own line into the content of your post/page. | *You can also embed media from many popular websites including Twitter, YouTube, Vimeo, Flickr and others by pasting the media URL on its own line into the content of your post/page. | ||
| − | + | *'''Navigation and Custom Menus''' | |
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* To change your site’s primary navigation go to '''Appearance > Menus''' | * To change your site’s primary navigation go to '''Appearance > Menus''' | ||
* Each custom menu may contain a mix of links to pages, categories, custom URLs or other content types. Menu links are added by selecting items from the expanding boxes in the left-hand column below. | * Each custom menu may contain a mix of links to pages, categories, custom URLs or other content types. Menu links are added by selecting items from the expanding boxes in the left-hand column below. | ||
* To reorganize menu items, drag, and drop items with your mouse or use your keyboard. Drag or move a menu item a little to the right to make it a submenu | * To reorganize menu items, drag, and drop items with your mouse or use your keyboard. Drag or move a menu item a little to the right to make it a submenu | ||
* You can assign theme locations to individual menus by selecting the desired settings at the bottom of the menu editor. You typically will choose Primary Menu for the main menu. | * You can assign theme locations to individual menus by selecting the desired settings at the bottom of the menu editor. You typically will choose Primary Menu for the main menu. | ||
| − | + | *'''Sidebar and Footer Content (aka “Widgets”)''' | |
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* Widgets are independent sections of content that can be placed into any widget capable area provided by your theme (commonly called sidebars). | * Widgets are independent sections of content that can be placed into any widget capable area provided by your theme (commonly called sidebars). | ||
* Widgets are controlled via '''Appearance > Widgets''' | * Widgets are controlled via '''Appearance > Widgets''' | ||
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* The Links widget content (also seen as the Bookmarks sidebar) can be edited using '''Dashboard > Links''' | * The Links widget content (also seen as the Bookmarks sidebar) can be edited using '''Dashboard > Links''' | ||
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| − | + | {{Collapsed2|Changing the Site Header| | |
| − | + | *'''Site title and subtitle''' | |
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*To change the title and subtitle of your site as it is displayed in the header | *To change the title and subtitle of your site as it is displayed in the header | ||
# From the dashboard go to Settings > General | # From the dashboard go to Settings > General | ||
# Change the site title and/or tagline (subtitle) | # Change the site title and/or tagline (subtitle) | ||
# Click Save Changes at the bottom of the page | # Click Save Changes at the bottom of the page | ||
| − | + | :*'''Changing the header image''' | |
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*Your site is using a theme that has been customized for Evergreen. You can, however, add your own header image that better reflects the topic you are teaching. To change the header image: | *Your site is using a theme that has been customized for Evergreen. You can, however, add your own header image that better reflects the topic you are teaching. To change the header image: | ||
# Navigate to Appearance > Header and note the native image dimensions required for your theme. Most important is to note width. | # Navigate to Appearance > Header and note the native image dimensions required for your theme. Most important is to note width. | ||
# Download/create an image that is equal to or greater than the recommended width for your theme’s header image. Note: if you use a smaller image it will be enlarged and will look blurry. Don’t worry about getting it exact as there is a built-in cropping tool will adjust your image to the proper dimensions. | # Download/create an image that is equal to or greater than the recommended width for your theme’s header image. Note: if you use a smaller image it will be enlarged and will look blurry. Don’t worry about getting it exact as there is a built-in cropping tool will adjust your image to the proper dimensions. | ||
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| − | + | {{Collapsed2|Site Accessibility and Protection| | |
| − | + | *'''Who Has Access to Your Site?''' | |
*With WordPress, you have several options for controlling who can see your site or portions of your site. | *With WordPress, you have several options for controlling who can see your site or portions of your site. | ||
| − | + | *'''Site Visibility''' | |
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*Settings are located in '''Settings > Reading.''' Options include: | *Settings are located in '''Settings > Reading.''' Options include: | ||
:* Publicly viewable and indexed by search engines | :* Publicly viewable and indexed by search engines | ||
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:* Requires a login and must be a subscriber of the site (this is the option we use to limit access to enrolled students only) | :* Requires a login and must be a subscriber of the site (this is the option we use to limit access to enrolled students only) | ||
:* Only admins of the site | :* Only admins of the site | ||
| − | + | *'''Making your site visible''' | |
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*New sites by default are set to not be publicly viewable with the idea that faculty must time to work on the site before it becomes public. | *New sites by default are set to not be publicly viewable with the idea that faculty must time to work on the site before it becomes public. | ||
:* To change your site’s visibility got to '''Settings > Reading''' | :* To change your site’s visibility got to '''Settings > Reading''' | ||
:* Either of the top two options will open the site to visitors. Other options require an Evergreen login and varying levels of access to the site. | :* Either of the top two options will open the site to visitors. Other options require an Evergreen login and varying levels of access to the site. | ||
| − | + | :*'''Enrollment''' | |
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* At the beginning of the quarter, enrolled students will be added as subscribers to the site | * At the beginning of the quarter, enrolled students will be added as subscribers to the site | ||
* Additionally, faculty can add/remove users via '''Users > Add New''' | * Additionally, faculty can add/remove users via '''Users > Add New''' | ||
| − | + | *'''Users and Roles''' | |
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*Users added to your site can be assigned a variety of roles with different abilities. | *Users added to your site can be assigned a variety of roles with different abilities. | ||
:* '''Subscribers''' can view content but cannot create regular site content. This is the default role students are assigned when added to your course. | :* '''Subscribers''' can view content but cannot create regular site content. This is the default role students are assigned when added to your course. | ||
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:* '''Editors''' can publish posts, manage posts as well as manage other people’s posts, etc. | :* '''Editors''' can publish posts, manage posts as well as manage other people’s posts, etc. | ||
:* '''Administrators''' have access to all the administration features. | :* '''Administrators''' have access to all the administration features. | ||
| − | + | :*'''Protected Files and Pages/Posts''' | |
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[[File:Mediavault-protected.png|200px|right]] | [[File:Mediavault-protected.png|200px|right]] | ||
*Even if your site is set to be publicly viewable you can require a login to access materials designated as Protected. | *Even if your site is set to be publicly viewable you can require a login to access materials designated as Protected. | ||
| − | + | *'''File protection''' | |
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*Faculty can limit access to enrolled students for uploaded media files that must copyrighted protection. | *Faculty can limit access to enrolled students for uploaded media files that must copyrighted protection. | ||
:* Once a file has been uploaded to the Media Library you can edit items that should be protected by clicking '''Add to Protected''' under the Media Vault Protection Settings. | :* Once a file has been uploaded to the Media Library you can edit items that should be protected by clicking '''Add to Protected''' under the Media Vault Protection Settings. | ||
:* Choose "Use Default Setting" for file access permission (which is set to subscribers). | :* Choose "Use Default Setting" for file access permission (which is set to subscribers). | ||
*See '''[[Protected Files - WordPress|Protected Files]]''' for more info and troubleshooting tips. | *See '''[[Protected Files - WordPress|Protected Files]]''' for more info and troubleshooting tips. | ||
| − | + | *'''Page/post privacy''' | |
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[[File:Page-privacy.png|200px|right]] | [[File:Page-privacy.png|200px|right]] | ||
*Choose which portions of your site are public and which are only viewable to your students. | *Choose which portions of your site are public and which are only viewable to your students. | ||
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:* Note: you should still use file protection for media that needs protection even if it is only linked from a private page. | :* Note: you should still use file protection for media that needs protection even if it is only linked from a private page. | ||
}} | }} | ||
| − | + | {{Collapsed2|Additional Features| | |
| − | {{Collapsed2|Email enrolled students from within WordPress | + | *'''Email enrolled students from within WordPress''' |
*Using the [[Email Users - WordPress|Email Users plugin]] to contact all registered students in your program | *Using the [[Email Users - WordPress|Email Users plugin]] to contact all registered students in your program | ||
| − | + | *'''Discussion Forums''' | |
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*Protected [[Forums - WordPress|Discussion Forums]] | *Protected [[Forums - WordPress|Discussion Forums]] | ||
| − | + | *'''Evaluation Conference Sign-up Sheets''' | |
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*Using the [[Eval Conference Sign-up Sheet - WordPress|Eval Conference Sign-up Sheet]] plugin to create a page where students can easily sign-up for a conference time slot. | *Using the [[Eval Conference Sign-up Sheet - WordPress|Eval Conference Sign-up Sheet]] plugin to create a page where students can easily sign-up for a conference time slot. | ||
}} | }} | ||
