Chapter 7
In This Chapter
Signing on to the Dashboard
Finding your way around the Dashboard
Customizing the Dashboard
Applying your own settings
Personalizing your profile
Deciding how your blog will look
With WordPress.org successfully installed, you can explore your new blogging software. This chapter guides you through the preliminary setup of your new WordPress blog using the Dashboard.
When you blog with WordPress, you spend a lot of time on the Dashboard, which is where you make all the exciting, behind-the-scenes stuff happen. In this panel, you find all the settings and options that enable you to set up your blog just the way you want it. (If you still need to install and configure WordPress, check out Chapter 6.)
Feeling comfortable with the Dashboard sets you up for a successful entrance into the WordPress blogging world. Expect to tweak your WordPress settings several times throughout the life of your blog. In this chapter, as I go through the various sections, settings, options, and configurations available to you, understand that nothing is set in stone. You can set options today and change them at any time.
I find that the direct approach (also known as jumping in) works best when I want to get familiar with a new software tool. To that end, just follow these steps to log in to WordPress and take a look at the guts of the Dashboard:
The login-page address looks something like this (exchange that .com
for an .org
or a .net
as needed):
http://www.yourdomain.com/wp-login.php
If you installed WordPress in its own folder, include that folder name in the login URL. If you installed WordPress in a folder ingeniously named wordpress
, the login URL becomes
http://www.yourdomain.com/wordpress/wp-login.php
In case you forget your password, WordPress has you covered. Click the Lost Your Password? link (located near the bottom of the page), enter your username or e-mail address, and then click the Get New Password button. WordPress resets your password and e-mails the new password to you.
After you request a password, you receive an e-mail from your WordPress blog. The e-mail contains a link that you need to click to reset your password.
The cookie tells WordPress to remember your login credentials the next time you show up. The cookie set by WordPress is harmless and stores your WordPress login on your computer. Because of the cookie, WordPress remembers you the next time you visit. Also, because this option tells the browser to remember your login, I don’t advise checking this option on public computers. Avoid selecting Remember Me when you’re using your work computer or a computer at an Internet café.
Note: Before you set this option, make sure that your browser is configured to allow cookies. (If you aren’t sure how to do this, check the help documentation of the Internet browser you’re using.)
After you log in to WordPress, you see the Dashboard page.
You can consider the Dashboard to be a Control Panel of sorts because it offers several quick links and areas that provide information about your blog, starting with the actual Dashboard page shown in Figure 7-1.
You can change how the WordPress Dashboard looks by changing the order of the modules that appear on it (for example, At a Glance and Recent Comments). You can expand (open) and collapse (close) the individual modules by clicking your mouse anywhere within the gray title bar of the module. This feature is really nice because you can use the Dashboard for just those modules that you use regularly.
The concept is simple: Keep the modules you use all the time open and close the ones that you use only occasionally — you can open those modules only when you really need them. You save space and can customize your Dashboard to suit your own needs.
When you view your Dashboard for the first time, all the modules appear in the expanded (open) position by default (refer to Figure 7-1).
In the following sections, I cover the Dashboard page as it appears when you log in to your WordPress Dashboard for the very first time; later in this chapter, I show you how to configure the appearance of your Dashboard so that it best suits how you use the available modules.
The At a Glance module on the Dashboard shows what is going on in your blog right now, right this very second! Figure 7-2 shows the expanded At a Glance module in my brand-spanking-new WordPress blog.
The At a Glance module shows the following default:
Clicking this link takes you to the Edit Pages page, where you can view, edit, and delete your pages. (Find the difference between WordPress posts and pages in Chapter 8.)
Clicking the comments link takes you to the Edit Comments page, where you can manage the comments on your blog. I cover the management of comments in the “Comments” section, later in this chapter.
The last section of the Dashboard’s At a Glance module shows the following information:
Within the next module, called Activity, you find these sections:
You find even more information on managing your comments in the “Comments” section, later in this chapter.
The Quick Draft module is a handy form that allows you to write, save, and publish a blog post right from your WordPress Dashboard. The options are similar to the ones I cover in the section on writing posts in Chapter 8.
If you’re using a brand new WordPress blog and this is a new installation, the Drafts list in the Quick Draft module does not appear. That’s because you haven’t written any drafts. As time goes on, however, and you’ve written a few posts in your blog, you may save some of those posts as Drafts — to be edited and published at a later date. Those drafts show up in the Drafts sections of the Quick Draft module.
WordPress displays up to five drafts and displays the title of the post and the date it was last saved. Click the post title to go to the Edit Post page where you can view, edit, and manage the draft post. Check out Chapter 8 for more information.
When you first install WordPress, the WordPress News module is by default populated with the two most recent updates from the official WordPress blog at http://wordpress.org/news. You see the title of the last post, the date it was published, and a short excerpt of the post. Click a title and you go directly to that post on the WordPress blog.
You can arrange the order of the modules on your Dashboard to suit your tastes. WordPress places a great deal of emphasis on user experience, and a big part of that effort results in your ability to create a Dashboard that you find most useful. Happily, changing the modules that are displayed, and the order in which they’re displayed, is easy.
In the following steps, I show you how to move the At a Glance module so that it displays on the right side of your Dashboard page:
When hovering over the box title, your mouse cursor changes to the Move cursor (a cross with arrows on a PC or the hand cursor on a Mac).
As you drag the box, a light-gray box with a dotted border appears on the right side of your screen. That gray box is a guide that shows you where you should drop the module. See Figure 7-3.
The Activity module is now positioned on the right side of your Dashboard page, at the top.
The other modules on the left shift up to fill the space left by the Activity module, and the modules on the right side shift down to make room for the Activity module.
The module collapses. Click the title bar again, and the module expands. You can keep that module opened or closed based on your own preference.
Repeat these steps with each module you see on the Dashboard by dragging and dropping them so that they appear in the order you prefer.
If you find that your Dashboard contains a few modules you just never use, you can get rid of them altogether by following these steps:
The Screen Options menu opens, displaying the title of each module with check boxes to the left of each title.
The check mark is removed from the box, and the module disappears from your Dashboard. Figure 7-4 shows my customized Dashboard, where I’ve removed the Quick Draft module and moved the At a Glance module to the top right.
If you remove a module in the Screen Options panel and later find that you want it back, you can always revisit the Screen Options panel and re-enable the module by selecting the check box next to the name of the module you want to show on your Dashboard.
One thing I really appreciate about the WordPress software is the time and effort put in by the developers to provide users with tons of inline documentation that provides you with several tips and hints right inside the Dashboard. You can generally find inline documentation for just about every WordPress feature you use.
Inline documentation are those small sentences and/or phrases that you see alongside, or underneath, a feature in WordPress that give a short but very helpful explanation of what the feature is and serve as guiding tips that correspond with each feature. These tips sometimes even provide basic, recommended settings.
In addition to the inline documentation that you see scattered throughout the Dashboard, you’ll find a helpful tab in the upper-right corner of your Dashboard labeled Help. Click this tab and a panel drops down that contains a lot of text providing documentation relevant to the page you are currently viewing on your Dashboard.
For example, if you’re viewing the General Settings page, the Help tab drops down documentation relevant to the General Settings page, as shown in Figure 7-5. Likewise, if you’re viewing the Add New Post page, clicking the Help tab drops down documentation with topics relevant to the settings and features you find on the Add New Post page within your Dashboard. Just click the Help tab again to close the Help panel when you’re done reading it.
The inline documentation and the topics and text you find under the Help tab exist to assist and support you as you experience the WordPress platform to help make it as easy to understand as possible. You can also find help and support for WordPress on the WordPress Support Forums at http://wordpress.org/support.
Throughout the different pages of your WordPress Dashboard, you can apply the customization features that I cover for the main Dashboard page earlier in this chapter. Every section of the WordPress Dashboard is customizable with drag-and-drop modules, screen options, and inline help and documentation.
Have a look at Figure 7-6, which displays the Add New Post page on the WordPress Dashboard (the Posts page is covered in greater detail in Chapter 8). In the figure, the Screen Options menu shows your options for customization, including the following:
Figure 7-7 displays the Help topics on the Posts page when you click the Help tab at the top of the screen to display the inline documentation for the page.
The navigation menu is located on the left side of every page within the WordPress Dashboard. You find it there everywhere you go; like a loyal friend, it’s always there for you when you need it!
The navigation menu is divided into nine different menus (not counting the Dashboard menu, mentioned previously). Hover your mouse pointer over a menu, and another menu flies out to the right to reveal the submenu of items. The submenu items take you to areas within your Dashboard that allow you to perform tasks such as publishing a new blog post, adding a new link, or managing your comments.
The settings that allow you to personalize your blog are the first ones that I cover in the next part of this chapter. Some of the menu items, such as creating and publishing new posts, are covered in detail in other chapters, but they’re well worth a mention here as well so that you know what you’re looking at. (Sections with additional information contain a cross-reference telling you where you can find more in-depth information on that topic in this book.)
At the bottom of the navigation menu is the Settings menu. Hover over the Settings link, and a submenu appears to the right that contains the following links, which I discuss in the sections that follow:
After you install the WordPress software and log in, you can put a personal stamp on your blog by giving it a title and description, setting your contact e-mail address, and identifying yourself as the author of the blog. You take care of these and other settings on the General Settings page.
To begin personalizing your blog, start with your general settings by following these steps:
The General Settings page appears. See Figure 7-8.
The title you enter here is the one that you’ve given your blog to identify it as your own. In Figure 7-8 I gave my new blog the title WordPress For Dummies, which appears on the blog as well as in the title bar of the viewer’s web browser.
Give your blog an interesting and identifiable name. You can use Fried Green Tomatoes, for example, if you’re blogging about the topic, the book, or the movie, or even anything remotely related to the lovely Southern dish.
Figure 7-8 shows that my tagline is by Lisa Sabin-Wilson. So my blog displays my blog title followed by the tagline: WordPress For Dummies by Lisa Sabin-Wilson.
The general Internet-surfing public can view your blog title and tagline, which various search engines (such as Google, Yahoo!, and MSN) grab for indexing, so choose your words with this fact in mind.
Be sure to include the http://
portion of the URL and the entire path to your WordPress installation — for example, http://yourdomain.com
. If you installed WordPress in a folder in your directory — in a folder called wordpress
, for example — you need to include it here. If I had installed WordPress in a folder called wordpress
, the WordPress address would be http://yourdomain.com/wordpress
.
Typically, what you enter here is the same as your domain name (http://yourdomain.com
). If you install WordPress in a subdirectory of your site, the WordPress installation URL is different from the blog URL. If you install WordPress at http://yourdomain.com/wordpress/
(WordPress URL), you need to tell WordPress that you want the blog to appear at http://yourdomain.com
(the blog URL).
WordPress sends messages about the details of your blog to this e-mail address. When a new user registers for your blog, for example, WordPress sends you an e-mail alert.
Select the Anyone Can Register check box if you want to keep registration on your blog open to anyone who wants to register. Keep the check box deselected if you’d rather not have open registration on your blog.
You need to understand the differences among the user roles because each user role is assigned a different level of access to your blog, as follows:
This setting refers to the number of hours that your local time differs from Coordinated Universal Time (UTC). This setting ensures that all your blog posts and comments left on your blog are time-stamped with the correct time. If you’re lucky enough, like me, to live on the frozen tundra of Wisconsin, which is in the Central time zone (CST), you would choose –6
from the drop-down menu because that time zone is six hours off UTC. WordPress also gives you the names of some of the major cities across the world to make it easier. Just select the name of the major city you live closest to, and chances are, you’re in the same time zone as that city.
If you’re unsure what your UTC time is, you can find it at the Greenwich Mean Time website (http://wwp.greenwichmeantime.com). GMT is essentially the same thing as UTC.
This setting determines the style of the date display. The default format is already selected and displayed for you: F j, Y (F = the full month name; j = the two-digit day; Y = the four-digit year), which gives you the date output. This default date format displays the date like this: January 1, 2014.
Select a different format by clicking the circle to the left of the option. You can also customize the date display by selecting the Custom option and entering your preferred format in the text box provided. If you’re feeling adventurous, you can find out how to customize the date format by clicking the Documentation on Date and Time Formatting link between the date and time options, which takes you this page in the WordPress Codex: http://codex.wordpress.org/Formatting_Date_and_Time.
This setting is the style of the time display. The default format is already inserted for you: g:i a (g = the two-digit hour; i = the two-digit minute; a = lowercase as a.m. or p.m.), which gives you the output of 12:00 a.m.
Select a different format by clicking the circle to the left of the option. You can also customize the date display by selecting the Custom option and entering your preferred format in the text box provided; find out how at http://codex.wordpress.org/Formatting_Date_and_Time.
You can format the time and date in several ways. Go to http://us3.php.net/manual/en/function.date.php to find potential formats at the PHP website.
Displaying a calendar in the sidebar of your blog is optional. If you choose to display a calendar, you can select the day of the week you want your calendar to start with.
Click the Writing link in the Settings menu; the Writing Settings page opens. See Figure 7-9.
This page lets you set some basic options for writing your posts. Table 7-1 gives you some information on choosing how your posts look and how WordPress handles some specific conditions.
After you set your options, be sure to click the Save Changes button; otherwise, the changes won’t take effect.
Table 7-1 Writing Settings Options
Option |
Function |
Default |
Formatting |
Determines whether WordPress converts emoticons to graphics and whether WordPress corrects invalidly nested XHTML automatically. In general, I recommend selecting this option. (You can find more information about valid XHTML code at http://validator.w3.org/docs/#docs_all.) |
Deselected |
Default Post Category |
Lets you select the category that WordPress defaults to any time you forget to choose a category when you publish a post. |
Uncategorized |
Default Post Format |
Lets you select the post format that WordPress defaults to any time you publish a post to your blog. I cover post formats in more detail in Bonus Chapter 1 (go to www.dummies.com/extras/wordpress). |
Standard |
Press This |
A small application to use in your browser that lets you post information and content you find on the web to your blog in a quick and easy fashion. Just drag and drop the Press This button to your browser’s bookmark toolbar to use. |
N/A |
Post via E-mail |
Lets you publish blog posts from your e-mail account by letting you enter the e-mail and server information for the account you’ll be using to send posts to your WordPress blog. |
N/A |
Update Services Note: This option is available only if your blog is made public in the Privacy settings. |
Lets you indicate which ping service you want to use to notify the world that you’ve made updates, or new posts, to your blog. These update services include |
|
The third link in the Settings menu is Reading (see Figure 7-10).
You can set the following options in the Reading Settings page:
Discussion is the fourth link in the Settings menu; click it to open the Discussion Settings page (see Figure 7-11). The sections on this tab let you set options for handling comments and publishing posts to your blog.
The following sections cover the options available to you in the Discussion Settings page, which deals mainly with how comments and trackbacks are handled in your blog.
In the Default Article Settings section, you can tell WordPress how to handle post notifications. Here are your options:
The Other Comment Settings tell WordPress how to handle comments:
You must be logged in in order to leave a comment.
This feature is a very effective anti-spam technique that many bloggers use to keep down the comment and trackback spam on their blogs.
The two options in the E-mail Me Whenever section are enabled by default:
The two options in the Before a Comment Appears section tell WordPress how you want WordPress to handle comments before they appear in your blog:
In the Comment Moderation section, you can set options to specify what types of comments are held in the moderation queue to await your approval.
To prevent spammers from spamming your blog with a ton of links, select the Hold a Comment in the Queue If It Contains X or More Links check box. The default number of links allowed is 2. Give that setting a try and if you find that you’re getting lots of spam comments with multiple links, you may want to revisit this page and increase that number. Any comment with a higher number of links goes to the comment moderation area for approval.
The large text box in the Comment Moderation section lets you type keywords, URLs, e-mail addresses, and IP addresses in comments that you want to be held in the moderation queue for your approval.
In this section, type a list of words, URLs, e-mail addresses, and/or IP addresses that you want to flat-out ban from your blog. Items placed here don’t even make it into your comment moderation queue; the WordPress system filters them as spam. Let me just say that the words I have placed in my blacklist are not family-friendly and have no place in a nice book like this.
The final section of the Discussion Settings page is Avatars. (See the previous sidebar, “Avatars and gravatars: How do they relate to WordPress?” for information about avatars.) In this section, you can select different settings for the use and display of avatars on your site:
This feature works similarly to the movie rating system you’re used to. You can select G, PG, R, and X ratings for the avatars that appear on your site. If your site is family-friendly, you probably don’t want it to display R- or X-rated avatars.
Avatars appear in a couple places:
The comments on individual blog posts to your blog: Figure 7-14 shows a list of comments on my own personal blog.
To enable the display of avatars in comments on your blog, the Comments Template (comments.php
) in your active theme has to contain the code to display them. Hop on over to Chapter 12 to find out how to do that.
The next link in the Settings menu is Media; click the Media link and the Media Settings page opens. See Figure 7-15.
On the Media Settings page, you can configure the options for how your image files (graphics and photos) are resized for use in your blog.
The first set of options on the Media Settings page deals with images. WordPress automatically resizes your images for you in three different sizes. The dimensions are referenced in pixels by width and then height. (For example: 150 x 150 means 150 pixels in width by 150 pixels in height.)
Finally, the last set of options on the Media Settings page is the Uploading Files section. By default, the Organize My Uploads into Month- and Year-Based Folders check box is selected and WordPress organizes your uploaded files in folders by month and by year. Files you upload in February 2014, for example, would be in the following folder: /wp-content/uploads/2014/02/
. Likewise, files you upload in December 2013 would be in /wp-content/uploads/2013/12/
. Deselect this check box if you do not want WordPress to organize your files by month and year.
In Chapter 9, I go into much greater detail on how to insert images into your WordPress posts and pages.
The next link on the Settings menu is Permalinks. Clicking this link loads the Permalink Settings page (see Figure 7-16).
Each of the posts you create on your blog has a unique URL called a permalink, which is a permanent link (URL) for all your blog posts, pages, and archives. I cover permalinks extensively in Chapter 8 by explaining what they are, how you can use them, and how you set the options in this page.
The next place to visit to really personalize your blog is your profile page on your WordPress Dashboard.
To access your profile page, click the Your Profile link in the Users menu. You’re taken to the Profile page. See Figure 7-17.
Here are the settings on this page:
Note that your e-mail address is the only required entry here. This is the address WordPress uses to notify you when you have new comments or new user registrations on your blog. Make sure to use a real e-mail address so that you get these notifications.
When your profile is published to your website, it not only can be viewed by anyone, but also gets picked up by search engines such as Yahoo! and Google. Always be careful with the information in your profile. Think hard about the information you want to share with the rest of the world!
Directly below the two text boxes is a little password helper. WordPress helps you create a secure password. It alerts you if the password you’ve chosen is too short or not secure enough by calling it Very Weak, Weak, or Medium. When creating a new password, use a combination of letters, numbers, and symbols to make it hard for anyone to guess (for example, aty89!#4j
). When you create a password that WordPress thinks is a good one, it lets you know by calling it Strong.
Change your password frequently. I can’t recommend this practice strongly enough. Some people on the Internet make it their business to attempt to hijack blogs for their own malicious purposes. If you change your password monthly, you lower your risk by keeping hackers guessing.
When you finish setting all the options on the Profile page, don’t forget to click the Update Profile button to save your changes.
In addition to setting your personal settings on the Dashboard, you can manage the day-to-day maintenance of your blog. This next section takes you through the links to these sections in the navigation menu, directly underneath the Dashboard link.
Hover your mouse pointer over the Posts menu and a submenu appears with four links: All Posts, Add New, Categories, and Tags. Each link gives you the tools you need to publish content to your blog:
You can also get to the Add New Post page by clicking the Posts menu.
Hover your mouse pointer over the Media menu link to expand the submenu of links for this section:
You can also get to the Upload New Media page by clicking the Media menu.
People use this feature to create pages on their sites such as an About Me or Contact Me page. Flip to Chapter 8 for more information on pages. Click the Pages menu to reveal the submenu links:
You can also get to the Add New Page page by clicking the Pages menu.
Table 7-2 The Differences between a Page and a Post
WordPress Options |
Page |
Post |
Appears in blog post listings |
No |
Yes |
Appears as a static page |
Yes |
No |
Appears in category archives |
No |
Yes |
Appears in monthly archives |
No |
Yes |
Appears in Recent Posts listings |
No |
Yes |
Appears in site RSS feed |
No |
Yes |
Appears in search results |
Yes |
Yes |
The Comments menu doesn’t have a submenu of links. You simply click the Comments menu title to open the Comments page, where WordPress gives you the options to view:
You can find information in Chapter 2 about the purpose of comments. Also in Chapter 8, I give you details on how to use the Manage Comments section of your WordPress Dashboard.
When you click the Appearance menu in the navigation menu, a submenu drops down with the following links to click:
Part V provides information about WordPress themes and templates. You can dig deep into WordPress template tags and tweak an existing WordPress theme by using Cascading Style Sheets (CSS) to customize your theme a bit more to your liking.
The next menu in the navigation menu is Plugins. Click the Plugins menu to expand the submenu of links:
See Chapter 10 for more on plugins.
The Users menu has three links:
The last menu item in the navigation menu (and subsequently in this chapter!) is Tools. Click the Tools menu to drop down the submenu of links that includes:
3.145.179.59