WordPress Setup Guide for Beginners

WordPress-setup-blueprintOnce you have installed WordPress you will need to check and  make some changes to the settings.

Settings are changed through the WordPress control panel which you access via the WordPress Admin Page.

This Video Introduces the WordPress Control Panel and should help get you started.

To login to WordPress you will need to know the user name and password that you created as part of the install.

There are two methods of logging in to WordPress

  • From the Home Page- Most templates include a login link on the pages/posts so if you go to any page of the Site you can use the link to access the login url.
  • Go direct to the admin Page- This is located normally at: domainname/wp-admin, or www.domainname/wp-admin or domainname/wordpress/wp-admin. It all depends on how you installed WordPress.

WordPress Basic Settings

Choose the Web Address

This is the address of your website, and depending on your install may need changing. To change go to the Settings>General section.

I prefer to use the address with the www prefix (see image below)

wordpress-web-address

Note: The site url and WordPress Address url should usually be the same.

If you change it you will need to log back in to WordPress using the new URL.

Site Title and Tagline

This will normally be visible on all of the pages of your site in the top heading section.

However most sites choose not to display it, as is not very SEO (search Engine) friendly.

The twenty twelve theme and most premium themes allow you to disable it, and I recommend you do so.(image below).

Note: -Part of themes settings

display-header-text

To change/view go to the Settings>General section.

RelatedWordPress SEO Basics

Admin Email Address

This is the admin email address, and notifications will be sent to this address so It is very important that this address is valid.

To change/view go to the Settings>General section

wordpress-email-address

To make the site more search engine friendly you need to configure what is known as pretty permalinks otherwise WordPress uses page numbers as pages names.

To change it go to settings>permalinks.

Although there are several options the one I use, and recommend is to use the page/post title to form the page name. using the /%postname%/ option (older installs or the Post name Option (newer installs)

wordpress-permalink-settings

RelatedUnderstanding URLs and Web Page Names for Beginners

New Admin User

You may not need to do this as many install scripts now prompt you to create a new admin user when you do the install.

Older install scripts create an admin account called admin.

You will need to create a new user and assign admin permissions before you can delete the original admin account.

RelatedWordPress Security for Beginners

Disable Comments

Because of comment spam many WordPress websites now choose not to allow comments.

In the Settings>Discussion section there are two settings (image below) that you should consider. They are

  • To disable comments . Can be overridden on individual posts/pages
  • Close comments after a set time.

comments-settings

Related- Managing WordPress Comments

Ping Services

Set/view in Settings>Writing section

When you add a new post WordPress can automatically notify popular blog catalogues which will help increase the visibility of your site.

The default setting is ok and you should check that it hasn’t been removed by the developer. (image below)

update-services

Configuring WordPress as a Website

By default WordPress installs as a blog, and if you want to use WordPress simply as a blog then you don’t need to change the settings.

However if you want to use WordPress as a standard website or standard website +blog then you need to.

  1. Create two pages one called home and the other called blog.
  2. Go to settings>reading and set the static front page to be the home page and the posts page to the blog page. (image below)

Note: if you don’t want a blog then there is No need to set the posts page just leave it blank as in the image below

front-page-static-wordpress-website

here is a video that takes you through the process

Search Engine Visibility

Set in the Settings>Reading section this enables you to hide your site from search engines while under development, and you should check this to ensure that it isn’t enabled on a production site.

settings-reading-wordpress

Related- Getting Your Site listed in the Search Engines

Modify or Delete header Image

Your theme will usually have a default header image. You can change this image to one of your choice or you can,in most cases, use the theme without an header/logo image.

To change go to Appearance>Header

The screen shot below show the settings fro the 2013 theme. Notice the size of the required image.

header-image-2013

To remove it click the remove header image button.

remove-header-image

Don’t forget to save the changes!

Understanding and Using Themes

WordPress comes with several default themes depending on the version.

If you are new to WordPress then it is a good idea to stay with one of the default themes while you find you way around, and unless you have very specific needs then you should stay with it.

Note: I use the 2012 theme on most of my sites- including this one.

Themes and Layout

The theme you use will have its own layout and some themes allow you to change the layout.

In General all themes will have a:

  • Header Area – Contains header Image and Top Navigation
  • Navigational Area – Usually At the top above or below header image
  • Content Area – Immediately below header area
  • Sidebar – Usually on right but can also be on left or not used. This is usually the primary widget area
  • Footer Area – Mainly used for copyright and navigation

Here is a screen shot of this site showing the main theme elements

wordpress-theme-layout

If you change themes then you will change the layout and the style. Sometimes this change can be drastic and other times not.

It is for this reason that you should be careful when changing themes.

Related: Changing Themes

Understanding and Using Plugins

Plugins let you expand on the core functionality of WordPress, and some plugins are almost essential.

For example, one of the most common pages on any website is the contact us page.

However WordPress doesn’t have a contact form built in, and so to add this functionality you will need to install a contact plugin.

However only install plugins you actually really need and uninstall ones that you aren’t using.

Related Articles: Installing and managing plugins

Understanding and Using WordPress Widgets

WordPress Widgets add content and features to your website.
Wordpress Themes have dedicated widget areas assigned.

The main widget area tends to be the right sidebar, but widgets areas in the header and footer are also available in some themes.

They can be added, removed, and rearranged on the WordPress Administration Appearance > Widgets panel.

WordPress comes with default widgets e.g. for post categories, tag clouds, navigation, search, etc. which can be added to the widget areas, and many plugins will often add their own widgets e.g. the WP-Polls plugin.

The order and placement can be changed by dragging and dropping the widgets.

Video WordPress Widgets Overview– Creating and arranging

Please leave your comments if you have any

A fresh WordPress Install will use a default menu which usually includes all pages in the the site.

You can create you own customised menus and add them to your site, but the location of the menus is determined by the theme you are using.

Most themes have a top navigational menu which appears either above or below the site header image.

In the Video Below I will take you through the process of creating custom menus and adding them to your WordPress website.

Video –WordPress menus overview- Creating and editing

Questions

Please use the comments box for questions and comments.

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