
Contents
Introduction
Installation
Setting it up, part 1.0 | Your Profile
Setting it up, part 1.1 | Your Options (General options)
Setting it up, part 1.2 | Your Options (Writing options)
Setting it up, part 1.3 | Your Options (Reading options)
Setting it up, part 1.4 | Your Options (Discussion options)
Setting it up, part 1.5 | Your Options (Privacy options)
Setting it up, part 1.6 | Your Options (Permalinks options)
Setting it up, part 1.7 | Your Options (Miscellaneous options)
Themes and Plugins
Wp-Admin, a brief overview
Mainting your blog
Recommended plugins
Anything else?
Introduction | Skip this
If you’re here, then chances are, you’ve downloaded Wordpress 2.1 and have scoured the internet for a guide on how to set it up. Don’t get me wrong, there are plenty of guides out there that deal with this subject specifically - but none of them are as in-depth as I’d like them to be.
The overall goal of this guide is to:
- 01. Get your Wordpress installed.
- 02. Get your Wordpress configured.
- 03. Discuss themes and plugins.
- 04. Discuss the aspects of the Admin screen.
- 05. Impart a basic understanding of managing, maintaining and editing your blog.
- 06. Recommend plugins that will help you out.
You can skip to any one of these items via the contents menu or you can read them in order. You can also press the Skip this link to go onto the next portion of the page.
I will try to be as short and to the point as possible, but not so short as to leave you without a basic understanding of what is going on.
All set? Let’s continue.
Installation | Skip this
You’ve downloaded Wordpress, and create a mysql database for it. (Most webhosts have a function where you can easily create a mysql database. You’ll need the database name, username and password to install Wordpress.)
First, create a folder for the installation in your webspace. Call it whatever you want.
Next, open up the file named “wp-config-sample.php” in a text editor. Inside of this file, you’ll see a bunch of lines of code, but the only ones you’ll be interested in are:
- define(’DB_NAME’, ‘wordpress’); // The name of the database
- define(’DB_USER’, ‘username’); // Your MySQL username
- define(’DB_PASSWORD’, ‘password’); // …and password
- define(’DB_HOST’, ‘localhost’); // 99% chance you won’t need to change this value
This is where you will put the database name, username and password as well as the url to your msql server (usually localhost works, but for accounts on Dreamhost, this has to be changed to mysql.yourserver.com. (You may want to check your web hosts support wiki or forum or ask if you aren’t sure about this one.)
A correct alteration to the above lines would look something like this:
- define(’DB_NAME’, ‘wordpress’); // The name of the database
- define(’DB_USER’, ’somename’); // Your MySQL username
- define(’DB_PASSWORD’, ’somepassword’); // …and password
- define(’DB_HOST’, ‘localhost’); // 99% chance you won’t need to change this value
Now, save the file as wp-config.php and upload it to the root directory of your wordpress installation. (If you installed it in yourdomain.com/wordpress, then /wordpress would be the root directory.)
Next, navigate to yourdomain.com/wordpress/ and it will tell you that there is an error and you need to install it. Click install, next step, and then fill in your blog’s title and your e-mail address. Once it has finished installing, it will give your username (admin) and your password (a random string of characters). Copy this, and log in by typing in admin and pasting the copied password into the password field.
Congratulations! You are now looking at the Wordpress Admin Screen. Let’s continue.
Setting it up, Part 1 | Your Profile | Skip this
Now that you’ve set up Wordpress, you’re going to want to change your password. Click on users, and then edit by your name in the list. Here, you can fill in all of the information that will make up your profile. If you don’t plan on making this profile public, or using any of the information anywhere on your blog, then the only information you should really worry about is First Name, Last Name, and Password.
After filling this information out, click Save Changes. On the same screen there is a drop down box that lets you pick what name you would like displayed as the author of the posts on the blog. If you’re fine with Admin, then leave it. Otherwise, you can select from Username (if you chose to fill this out), First name, Last name then first name, or First name then last name. After making your decision, click save changes once again and you’re done with this screen.
Setting it up, part 1.1 | Your Options (General Options) | Skip this
The Options Tab is where you will set up the way your blog acts. Everything from how many posts are displayed to whether or not you want to block search engines from indexing it are all here. Let’s start with General Options and work our way up.
General options
General options - Weblog title
This is the title of your blog. It is what shows in the top of the browser window and the browser tab (if your browser supports tabbed browsing). Change this to whatever you like, but it is advisable to keep it short.
General options - Tagline
This is a short one liner that is usually meant to be humorous. Some themes will put a piece of code to call what is written here to be viewed somewhere on your blog. You can leave this blank if you so desire, or you can put something here. Again, the shorter, the better.
General options - Wordpress Address (URL)
General options - Blog Address (URL)
You will not need to change these unless you want to store your Wordpress files in a different directory than the index page. (But for the most part, you will never need to change these values.)
General options - E-mail address
This is the e-mail address you used when you set up your Wordpress installation, and unless you want to change e-mail addresses, this will not need to be changed either.
General options - Membership
Here, you have two choices.
- Anyone can register.
- Users must be registered and logged in to comment.
Checking the box next to the first option will allow anybody to register an account on your blog. (The register file is located at yourdomain.com/wordpress/wp-register.php).
Checking the box next to the second option will make it so that anybody who isn’t registered can not comment on the site.
It’s usually a good practice to make it so that anybody can register, but also so they don’t have to be registered to leave a comment.
General options - New user default role
If you have it so that anybody can register, leaving this drop-down menu set to “Subscriber” is your best bet. The options are as follows:
- Subscriber - can post comments and maintain a profile.
- Contributor - can submit posts for approval to appear on the blog + subscriber permissions.
- Author - can post to the blog + subscriber permissions.
- Editor - can edit posts that have been submitted, and has some administrative powers + subscriber.
- Administrator - full control over everything.
General options - Times in the weblog should differ by
This sets up the blog to display the time stamps relevant to where you are in the world (according to your time zone.) If you’re not sure, then find your location on this list.
General options - Default date format
General options - Default time format
These can usually be left alone. If you really want to mess with it, then consult this guide as to what each character represents.
General options - Weeks in the calendar should start on
Usually either Monday or Sunday - but you can set it to whatever you want.
All done with General options, now let’s move on to Writing Options.
Setting it up, part 1.2 | Your Options (Writing options) | Skip this
Writing options
Writing options - size of the post box
The default amount of 10 is fairly big enough. This can be left alone. (This number corresponds with how big your entry box will be in the write post/page screen).
Writing options - Formatting
There are two options:
- Convert emoticons like :-) and :-P to graphics on display
- WordPress should correct invalidly nested XHTML automatically
Checking the first box will force emoticons in your posts. If you don’t want to use emoticons, uncheck this box.
Checking the second box correct any mistakes in the XHTML next in your posts. Depending on what you are going to be writing, checking this may or not help you. If you aren’t sure, leave it unchecked.
Writing options - default post category
This is the category to which all of the posts you forget to assign a category to when finished writing them will be filed. This can be left alone.
Writing options - default bookmark category
This is the category where any new links added to your blogroll will go if you forget to assign a category to them. This can also be left alone.
Writing options - Post via e-mail
It is usually unwise (and un-necessary) to set this up. Leave it exactly as it is.
Writing options - Update services
Currently, there is only one address in this box. The addresses you put here should be to services that accept pings (places like Technorati) whenever you post a new entry. Delete the entry in that box and copy and paste the following list:
http://rpc.technorati.com/rpc/ping
http://rpc.pingomatic.com/
http://1470.net/api/ping
http://api.feedster.com/ping
http://api.feedster.com/ping.php
http://api.moreover.com/ping
http://api.moreover.com/RPC2
http://api.my.yahoo.com/RPC2
http://api.my.yahoo.com/rss/ping
http://bblog.com/ping.php
http://bitacoras.net/ping
http://blogdb.jp/xmlrpc
http://blog.goo.ne.jp/XMLRPC
http://blogsearch.google.com/ping/RPC2
http://blogmatcher.com/u.php
http://bulkfeeds.net/rpc
http://coreblog.org/ping/
http://mod-pubsub.org/kn_apps/blogchatt
https://phobos.apple.com/WebObjects/MZFinance.woa/wa/pingPodcast
http://ping.amagle.com/
http://ping.bitacoras.com
http://ping.bloggers.jp/rpc/
http://ping.blogmura.jp/rpc/
http://ping.blo.gs/
http://ping.cocolog-nifty.com/xmlrpc
http://pinger.blogflux.com/rpc/
http://ping.exblog.jp/xmlrpc
http://ping.feedburner.com
http://ping.myblog.jp
http://pingqueue.com/rpc/
http://ping.blogg.de/
http://ping.rootblog.com/rpc.php
http://ping.syndic8.com/xmlrpc.php
http://ping.weblogalot.com/rpc.php
http://ping.weblogs.se/
http://rcs.datashed.net/RPC2/
http://rpc.blogbuzzmachine.com/RPC2
http://rpc.blogrolling.com/pinger/
http://rpc.britblog.com/
http://rpc.icerocket.com:10080/
http://rpc.newsgator.com/
http://rpc.pingomatic.com/
http://rpc.tailrank.com/feedburner/RPC2
http://rpc.weblogs.com/RPC2
http://rpc.wpkeys.com/
http://services.newsgator.com/ngws/xmlrpcping.aspx
http://signup.alerts.msn.com/alerts-PREP/submitPingExtended.doz
http://topicexchange.com/RPC2
http://trackback.bakeinu.jp/bakeping.php
http://www.a2b.cc/setloc/bp.a2b
http://www.bitacoles.net/ping.php
http://www.blogdigger.com/RPC2
http://www.blogoole.com/ping/
http://www.blogoon.net/ping/
http://www.blogpeople.net/servlet/weblogUpdates
http://www.blogroots.com/tb_populi.blog?id=1
http://www.blogshares.com/rpc.php
http://www.blogstreet.com/xrbin/xmlrpc.cgi
http://www.holycowdude.com/rpc/ping/
http://www.lasermemory.com/lsrpc/
http://www.imblogs.net/ping/
http://www.mod-pubsub.org/kn_apps/blogchatter/ping.php
http://www.newsisfree.com/RPCCloud
http://www.newsisfree.com/xmlrpctest.php
http://www.popdex.com/addsite.php
http://www.snipsnap.org/RPC2
http://www.weblogues.com/RPC/
http://xmlrpc.blogg.de
http://xping.pubsub.com/ping/
Click update options.
We’re done with the Writing options - let’s head over to Reading options.
Setting it up, part 1.3 | Your Options (Reading options) | Skip this
Reading options
Reading options - front page
You can set up whether or not you want a static page as the front page, or if you want your blog entries to be the front page. Since you are just setting up Wordpress, leaving this alone is best for now. However, whenever you have a few posts and pages under your belt, and you decide that a static front page is better, then you will need to do the follow:
- Create a blank page and disallow comments. (Best to name it something like “Posts”)
- Create the page you want for your static page. (If you already have one in mind, skip this step.)
- Select “A static page (select below)”
- Select the page you want for your front page in the first box.
- Select the page titled “Posts” (or whatever you named it) and then click “Update options”.
Reading options - blog pages
This number will determine how many posts are viewed on the page at one time. Setting this to anything higher than 25 will only ask for trouble in regards to load times. Best to keep it below that.
Reading options - syndication feeds
This number will determine how many of your latest posts are shown in your RSS feed. Keeping this at 10 is almost always best, unless you plan on posting massive amounts of posts per day. Either way, 10 is probably your best bet.
Reading options - syndication feeds - for each article, show
There are two options.
Checking the first box (Full text) will send the full post to your RSS.
Checking the second box (summary) will only send a short summary of the post.
This is entirely up to you, but summaries are usually better.
Reading options - encoding for pages and feeds
Leave this one alone (unless you know exactly what you are doing). And even then, why would you change this?
Reading options - WordPress should compress articles (gzip) if browsers ask for them
I’ve never checked this box and I’ve never had any problems from not doing so. Best to leave it unchecked.
Click update options, and you are all done with the Reading options - now it’s time Discussion!
Setting it up, part 1.4 | Your Options (Discussion options)
Discussion options
Discussion options - Usual settings for an article
There are three options here.
- Attempt to notify any Weblogs linked to from the article (slows down posting.)
- Allow link notifications from other Weblogs (pingbacks and trackbacks.)
- Allow people to post comments on the article
Checking the first box will attempt to notify any blogs you have linked to from the article about the post.
Checking the second box will allows pingbacks and trackbacks (links from other blogs) to come through to your comments.
Checking the third box will allow people to post comments on the article in question.
Whether or not you check the last two boxes is irrelevant, since you can specify whether or not this happens when you first write the post or article in question. However, keeping these checked is a good practice so that you only have to worry about changing something like this when you don’t want comments (instead of having to specify each time you write something.)
Discussion options - E-mail me whenever
There are two options here.
- Anyone posts a comment
- A comment is held for moderation
Checking the first box will notify you by e-mail when somebody posts a comment.
Checking the second box will notify you by e-mail when somebody posts a comment, but it has been flagged for moderation.
It’s up to you whether you want this or not. It’s usually a good idea to have both of these boxes checked.
Discussion options - Before a comment appears
There are three options.
- An administrator must always approve the comment
- Comment author must fill out name and e-mail
- Comment author must have a previously approved comment
Checking the first box will make it so that you have to approve every comment. If you expect a lot of comments, don’t check this box.
Checking the second box will make it so that the commenter has to fill out his name and e-mail before the comment can be accepted. Usually a good practice to check this box.
Checking the third box makes it so that a commenter has to have a previous comment that has been approved to make a comment in the first place. If you aren’t going to use the first checkbox, then don’t use this one.
Discussion options - Comment Moderation
There are 2 options you can fill out.
- How many links a comment has to have in order to be flagged for moderation
- Certain words that will flag it for moderation
You can leave these alone unless you have certain words you want to keep an eye on and a certain number of links you want to allow.
Discussion options - Comment Blacklist
It’s best to leave this one blank as it will mark all comments with whatever you put in this box as spam. It is a CATCH ALL and will likely mark more relevant comments as spam than spam comments. Use at your own risk!
All done here. Click update options and continue on your way!
Setting it up, part 1.5 | Your Options (Privacy options) | Skip this
Privacy options
Privacy options - Blog visibility
There are two options.
- I would like my blog to be visible to everyone, including search engines (like Google, Sphere, Technorati) and archivers
- I would like to block search engines, but allow normal visitors
Checking the first option will allow everyone and all search engines to index it (recommended).
Checking the second option will allow everyone, but keep search engines from indexing it (not recommended).
Click the update options button and we’ll continue on our way.
Setting it up, part 1.6 | Your Options (Permalinks options) | Skip this
Customize Permalink Structure
Customize Permalink Structure - Common options
There are four options.
- Default
- Date and name based
- Numeric
- Custom
Default will set up your permalinks as http://domain.com/wordpress/?p=123
Name and date will set up your permalinks as http://domain.com/wordpress//2007/02/18/sample-post/
Numeric will set up your permalinks as http://domain.com/wordpress//archives/123
Custom is something you set up yourself. (Not recommended for beginners).
I recommend going with Name and date based.
Customize Permalink Structure - Optional
This will setup how your category pages are displayed. It’s best to leave this blank, but if you want to put something here, go ahead.
If you put “words” here, then your category pages urls would be yourdomain.com/wordpress/words/category/ instead of the default.
Click update options and you are almost done with the options - let’s head over to miscellaneous for one final stop.
Setting it up, part 1.7 | Your Options (Miscellaneous options) | Skip this
Miscellaneous options
Miscellaneous options - uploading
Best to leave this at its default. This is where to files you upload during your posts will go. (same with the checbox (Organize my uploads into month- and year-based folders)).
Whew! All done with the options! Now you’re ready learn about themes and plugins, the side items that make your blog look and act the way you want it to (on a separate level from the options we just went through.)
Themes and Plugins | Skip this
These two elements are the basic back bone of your blog. While one adds the code necessary for the blog to be seen, the other adds functionality to the blog itself that wasn’t originally written into Wordpress.
Themes (or resources for themes) can be found at Wordpress.org/extend/themes, Themes.wordpress.net, or simply by Googling the phrase “Wordpress theme” (or using Stumbleupon to search for “Wordpress theme”. We have a few available for download as well.
Plugins can be found at any of the following sites:
Wp-Admin, a brief overview | Skip this
Your admin screen has a list of options from which you can control your blog. This is but a brief overview of what each option is.
Dashboard
From here, you can view the latest comments, posts, trackbacks and news.
Write
From here, you can write a page or a post.
Manage
From here, you can moderate (edit) previously published posts, pages, uploads, categories, and files.
You can also import posts from another source or export them to a single downloadable file.
Comments
Here, you can moderate comments that were approved, held for moderation or caught by Akismet.
Blogroll
This is where you add the links to your blogroll. This is basically a collection of sites you enjoy.
Presentation
You can edit the current theme or switch to a new one that you have uploaded to your wp-content/themes folder.
Plugins
You can activate or deactivate plugins that you have uploaded to your wp-content/plugins folder.
Users
Here, you can manage user accounts and create new ones.
Options
You should already know what this does. ^^
Maintaining your blog
In order to keep yourself from having to re-edit posts further down the line, it is best that you have a basic model for what your posts are going to look like. The best way to do this is to take a look at what other blogs are doing and see what works for them. Take that model and then change it so that it works for you.
The way I like to write posts is very simple. I group parts of the post together, separating each group with a bold small title.
Try to set up appropriate categories for your posts and write in a clean and clear language that can be understood. Try to speak in a way that invites discussion.
Later on, if you want to edit anything, you can manage your posts by clicking on the Manage tab and then selecting the post you would like to edit.
Recommended plugins | Skip this
Akismet for spam.
Ultimate Tag Warrior allows you to specify tags, which is great for sites like Technorati!
Wordpress Database Backup allows you to backup everything on your blog.
Another Title for single page/post view optimization (removes redundant things like “blog archive” from the title.)
Filosofo Good Adsense Targeting if you use Adsense. It helps the contextual advertising by targeting the keypoints of your content.
Footnotes allows you to create… footnotes in your posts.
Google Sitemaps creates a Google compliant sitemap of your blog.
Paged Comments breaks up comments into pages.
Anything else?
Feel free to leave a comment below to add to the knowledge base. I do not claim this to be the ultimate on how-to’s and I’m sure, in my tiredness and fatigue over the last four hours or so of writing this epic I may have likely missed something.