Website Maintenance Tips

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Revision as of 18:53, 20 June 2008 by Shawn (talk | contribs)
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We're using Wordpress v2.5. For documentation on Wordpress, go to http://codex.wordpress.org/

Editing Pages

  • If you're logged in, you'll see an "edit" link near the page title of each page (for easy access to editing functions).
  • When using the html editor in wordpress, keep in mind that even this editor has some visual editor qualities. Specifically, line breaks are treated as new paragraphs, so be aware. This means that if you're copying text over from another source, you'll need to remove the line breaks that inherently are copied from one text editor to another. If you don't? Broken code/funky formatting.
  • WP is finicky about commenting stuff out. The trick is putting the comment code within html tags if there are any. A-like so:
<!-- p>This would be commented out.</p --> (we're imagining you've used paragraph tags.)
<!-- This would be commented out as well -->
  • "Keep private" checkbox means that only those with editing logins will be able to see the page
  • "Include this page in user menus" checkbox will make the page title show in the main nav or sub-nav bars. The site is only set up to show 2 menu levels, so if you're looking at a 3rd-level page like /about/contact/directions and you check this box, you'll break the nav.
  • If you ever do want to show a 3rd level menu, you should consider turning the sidebar menu back on and configuring it as you'd like.

Images

  • Can be uploaded from any page
  • Click on "Add Images" above the text editing box on the page you'd like to edit
  • If you want to upload an image, do it there
  • If you want to add an image from the media library, click on that tab. Choose the image you'd like, and set the title, where you want it on the page (right, left, center) and the size. If you want a big image on the page, best to pick "full size". If you choose medium or thumbnail and try to increase the size in the visual editor, the image will become pixelated. Remember, though, that bigger images lead to longer load time.
  • Once the image is on the page, be sure to include style="float: right;" (or left or center) Otherwise, the image will float above or below the text.
  • Where the images (and other uploads) are saved: this is useful to know if you want to link a photo to a "hidden" photo behind it (like on the staff page). They're kept in directories sorted by date: /wp-content/freegeek-uploads/<year>/<month>/<filename>. Look in the media library listing for the photo you want hidden to find its specific URL.
  • All images on pages have been linked to the image file itself. This means that when it's clicked on, the user will view the image itself. (The other option is to link to the image's own page, which usually has room for comments, etc. We don't want comments, so we've linked to the image directly.)
  • Titles, descriptions, captions. These fields show up when you look at an image in the media library.
    • Titles are required for each image. The title is displayed as the short description of an image in the media library.
    • Captions show up as the alt text for images. Our site is set up to automatically pull the caption data to show up underneath photos. If you don't want a caption under a photo, don't fill this field in.
    • Descriptions

User Roles

Here's a summary of standard wordpress user roles:

  • Administrator - Somebody who has access to all the administration features
  • Editor - Somebody who can publish posts, manage posts as well as manage other people's posts, etc.
  • Author - Somebody who can publish and manage their own posts
  • Contributor - Somebody who can write and manage their posts but not publish posts
  • Subscriber - Somebody who can read comments/comment/receive news letters, etc.

For more info, go to http://codex.wordpress.org/Roles_and_Capabilities

Since our website focuses more on pages and the person who made the post or page doesn't matter as much, different roles have been set up for us:

  • Administrator - can edit everything and everyone. this includes code, plugins, and themes.
  • Maintainer - able to edit/delete/publish posts and pages, as well as create and edit users
  • Page Author - able to edit, delete, and publish posts and pages
    • This role is intended for staff maintainers who'll pretty much stick to their own pages when editing.
  • Post Author - able to edit, delete, and publish posts only
    • This role is intended for beginning volunteer web maintenance helpers
  • Viewer - able to read posts and pages

If you're an administrator, you can change the features of each role (or create a new role) here: http://test.freegeek.org/wp-admin/users.php?page=role-manager/role-management.php This fine-grain role definition feature is enabled by a plugin: http://www.im-web-gefunden.de/wordpress-plugins/role-manager/

When creating new users, be sure to disable the visual editor! If you don't, some of the site's underlying code may be compromised, then pages would break. And no one wants to be broken, especially not websites.

Calendar

  • Our calendar is a google calendar entered into the theme through an iframe.
  • To add or edit events to the calendar, you'll need to be invited by an admin of the calendar and have a google account.
  • View the calendar at http://freegeek.org/calendar
  • If you ever want to change the page that the calendar appears on, please be sure to contact someone who knows how to edit the theme.
  • There's another google calendar plugin that's installed that displays the events as a list. It's called "WPNG Calendar Plugin" and would be handy if you ever, say, wanted to display calendar events in the sidebar.

Webforms

  • Webforms are run by a plugin called Contact Form 7: http://ideasilo.wordpress.com/2007/04/30/contact-form-7/ is where you'll find instructions and faq.
  • Editing the forms is pretty straightforward: Settings -> Contact Form 7, then pick the form you'd like to edit. The code is simple to learn.
  • A single line of code is given on the form editing page. This line code is then pasted into the html entry box on the page where the form should go.

Posting jobs

  • Free Geek generally copies page source from job description wiki pages and pastes it into the website for wider public display. Please keep the following in mind when enacting this process:
    • Delete divs
    • Delete body tags
    • Check headings: there should be no h1 on the page at all
    • Paragraph tags aren't necessary in wordpress, even in the html editor. WP makes line breaks into paragraphs. This means you have to be sure to remove unwanted line breaks from your code (copying code over from another program can cause issues this way, so be diligent.).
    • WP is finicky about commenting stuff out. The trick is putting the comment code within html tags if there are any. A-like so:
<!-- p>This would be commented out.</p --> (we're imagining you've used paragraph tags.)
<!-- This would be commented out as well -->

Welcome and Contact Boxen

These boxen show up on the first page (welcome) and all pages (contact). To edit these, go to Design -> Widgets. They're text widgets.

News, media coverage, and press release posts

Media coverage, news, and press releases should be entered into the site as posts. Each of these categories of post show up on the site in its own place: news on front page and about page, media coverage on /media/coverage, press releases on /media/pressreleases. Our site is set up to display a specific number of each of these categories on these pages, and the posts' display has been edited to take out stuff like author and date. Each category also has an archives listing, and each post has its own individual post page.

  • Don't forget to categorize each post!
  • Don't use headings within posts, as this'll break the heading structure on archive pages. Instead, use strong and em tags.