gaalliance.org and bap.gaalliance.org Users Guide

Transcription

1 IDENTITY PRINT PUBLISHING WEB Visible Logic, Inc. 142 High Street Suite 615 Portland, ME visiblelogic.com gaalliance.org and bap.gaalliance.org Users Guide CONTENTS Introduction 2 Site Information 2 Administration Menu 5 Site and page Specific Notes 6 Adding a Page 7 Adding A Post 10 Editing an Existing Page or Post 11 Special Formats 15 Adding a Link 16 Adding a Link to a Page in Your Site 17 Adding an Link 18 Adding a Photo 19 Adding Search Engine Information 22 Certified Facilities Table and Map 23 Updating other tables 25 Events 26

2 PAGE 2 INTRODUCTION This guide will help you understand and manage your WordPress-based web presence. You can use it as a reference to look up information about your site as well as to assist when updating content or using custom features of your site. SITE INFORMATION Your sites run WordPress ( an open source content management system. You are currently using WordPress version WordPress is set to automatically update in an effort to promote better security. Your site is using a multi site network, which is a collection of sites that all share the same WordPress installation. They can also share plugins and themes. The individual sites in the network are virtual sites in the sense that they do not have their own directories on your server, although they do have separate directories for media uploads within the shared installation, and they do have separate tables in the database.

3 PAGE 3 Additional plugins/modules: Network Activated (installed on both sites via network admin dashboard) Admin Columns (Customizes the admin screens) Advanced Custom Fields (Adds new fields) Advanced Excerpt (Controls the appearance excerpts) All in One SEO Pack (SEO for your site) BackWPup (Creates a backup of your WordPress database and file system) Easy Columns (Provides shortcodes to create a grid system or magazine style columns) Gecka Submenu (Auto populates main menu with children pages) Google XML Sitemaps (Generates a special XML sitemap which will help search engines) Post Tags and Categories for Pages (Allows categories for pages) Wordfence Security (Anti-virus, Firewall and High Speed Cache) WP Video Lightbox ( Allows Youtube videos to pop out in an overlay) GAA: Constant Contact Plugin for WordPress (integrate Constant Contact into your WordPress site) Flexo Archives (Allows Blog Archive by year) Recent Posts with Excerpts (Widget for the blog) Revolution Slider (responsive slider) TablePress + Extensions (Table creator with sorting and searching abilities) The Events Calendar (Event management) The Events Calendar: Community Events ( Allows community event submissions) The Events Calendar Category Colors ( Allows color coding industry vs GAA events) Timeline Express (Creates css timeline) WooCommerce (E-commerce tools) BAP: Revolution Slider (responsive slider) TablePress + Extensions (Table creator with sorting and searching abilities)

4 HOW TO ACCESS WORDPRESS You can access your WordPress administrative panel from any computer that has an internet connection. GAA URL: BAP URL: NETWORK ADMIN URL: Username and Password remain the same for all sites user: stevehedlund password: ( ed to you)

5 PAGE 5 ADMINISTRATION MENU The main/welcome page of WordPress is called the dashboard. The administration menu, which runs down the left side, is your access point for managing your site. The menu may be slightly different depending on which site you are on or if you are managing the network. You can easily switch between installs by clicking My Sites from the WordPress dashboard. Pages are what make up the majority of the content on the site. Posts are the BroodTALK blog posts. Site Menu Network Menu Switching between sites

6 PAGE 6 SITE AND PAGE SPECIFIC NOTES The home page for each site is made up of content from multiple WordPress pages. The text in the grey section next to the video is the home page text. The circles with text/ links under them are pulled in from sperate pages and displayed on the home page. The circles pages are labeled home circle 1, home circle 2 etc. The circle images are the featured image for each of those pages and need to be a 160x160px square. The circles with links on the GAA Marketplace, Consumers and Retailers pages are created by dynamically pulling in the featured image (160x160px square), Title and link of their child (sub) pages. GAA News & Events page has editable text starting at the Featured Events section. The Most Recent News Releases and Upcoming Events are automatically created. The news item pages have categories to help determine what section the will fall under on the newsroom landing page. The advocate magazine landing page and past issues page have additional fields to create the magazines content. Please see the Advocate section of the guide for details. The main menus and the News & Events menu are not created dynamically but are generated using the WordPress Menus function. This can be found under Appearance > Menus in the admin menu. Some pages use plugins to create their content. When editing these pages in the WP editor you will not see the content generated by the plugin. Styled tables such as the BAP search and sort table and the GAA members table are created in the TablePress plugin accessible from the admin menu. The GAA timeline on the Who We Are page is created in the Timeline Express plugin accessible from the admin menu. The Events page as well as its associated pages such as the month view and submit and event page are created using the Events plugin accessible from the admin menu. The e-newsletter sign up form on the E-newsletter page and the Advocate landing page are generated by the Constant Contact plugin accessible from the admin menu. The GAA home page slider, GAA Marketplace Consumers slider and the BAP home page pillars slider are all created using the Revolution Slider plugin accessible from the admin menu.

7 PAGE 7 ADDING A PAGE 1. Click on Pages 2. The menu will refresh and then click on Add New Click on Pages Click on Add New

8 PAGE 8 Creating a Page 1. Name the page. The title will be the main heading on the page unless changed (see below) and is used to create the URL and the title in the navigation. a. If you would like to have the heading on the page be something other than what is used in the navigation you can use the Alternate Heading custom field below the editor. 2. Add content to the page. You can style similarly to the way you would in Microsoft Word using bold, italic paragraph alignment, etc. You can add headings that will use already created styles via the dropdown in the editor. The styles are: paragraph for body text, Heading1 for the page title, Heading 2 for secondary headings and Heading 3 for the smallest headings. Using headings helps to break up your content into easy to read sections and can help search engines. You can also add formatting such as block quotes: used for quotes, horizontal rules: used for adding a line that breaks up the content. 3. Under Page Attributes, set the parent page to the navigation section the page will be under. Example: Guiding Principals has the parent page What We Do. Sub pages will automatically be added the left navigation of the parent page, with the exception the News & Events section. Because the top level navigation has a predetermined set space you should not be adding new top level pages. 4. Choose the Order. This determines in what order the page will display in relation to other pages for sub pages with the exception the News & Events section and the News/Newsroom. The lower the number the higher in the list it will be. 5. Some pages use the feature image to display on another page such as the Consumers and Retailers sub pages. The featured image should be 160x160px square. 6. Click Publish in the upper right corner to create and publish/schedule the page. 1. Name the page 6. Click publish when you are done 2. Add Content 1a. Alternate name 3. Choose Parent 4. Choose Order 5. Set Featured image

9 PAGE 9 Creating a News/Newsroom page News articles are created similarly to regular pages. All news articles are pulled into and displayed on the News/ Newsroom landing page. To create a new news item, follow the steps on Creating a Page with the settings below: 1. Choose the Category. The Category determines what heading the page will appear under on the news landing page. For GAA choose from the already set Categories. For BAP you can choose from the existing categories or add new categories. 1. Choose Category

10 PAGE 10 ADDING A POST All Brood TALK entries should be posts. The most recent post will be displayed on the Education Center > Blog page. The most recent posts will also show in the sidebar of the Education center and the Blog. 1. From the Dashboard, click Posts then Add New. 2. Add the title. 3. Add content. 4. Click Publish when complete. 1. Click Add New under Posts 2. Add title 4 Click Publish 3. Add content

11 PAGE 11 EDITING AN EXISTING PAGE OR POST Perhaps the easiest way to edit a page is to view the live site while logged into WordPress and then choose Edit Page from the WordPress menu that runs across the top of the site. Some WordPress pages do not have a page that can be accessed from the navigation such as the home circle 1, home circle 2 pages, they must be edited from the Pages section of the site. To edit a page from the Pages section, click on Pages in the administration menu. A list will appear with all the Pages/Posts within the site. Click the title of the page/post you want to edit or click the word Edit. Pages that are sub pages will have a dash( ) in front of them. Click the page title or Edit

12 PAGE 12 Editing a page or post 1. In the editor you can change the title, add new text or update existing text. You can also change the page s parent, order or featured image. 2. Click Update in the upper right corner to re-publish the page. 1. Make changes 2. Click Update when done

13 PAGE 13 Advocate Magazine Current Issue The current issue of the Advocate is displayed on the Advocate Magazine landing page, the Past Issues page, and the header and footer of the site. To add the current issue, open the Advocate Magazine page in the WordPress editor. Below the WordPress content editor you will need to fill in the fields below. The content from the past current issue will need to be copied over the Past Issues page (see next page). 1. Issue Date. This should be formatted as: month/month year. 2. Volume and Issue. Formatted as: Volume Number, Issue Number. 3. Cover Image. a. To remove the previous cover, hover over the image and click the X. b. Add the new cover. Click the Add Image button. 4. Add download PDF link. 5. Add view online link. 6. If available add Spanish download and view online links. 7. Click Update when completed. 1. Add Issue date 2. Add Volume and Issue numbers 3a. Remove previous cover 3b. Add new Cover 4. Add URL to download PDF 5. Add URL to view online 7. Update page 6. Add Spanish links

14 PAGE 14 Advocate Magazine Past Issue The past issues of the Advocate are all displayed on the Past and Spanish Issues page. Once a new issue is released you will need to move the content from the Current Issue page (previous page) to the Past Issues page. To move it open the Past and Spanish Issues page in the WordPress editor. Below the WordPress content editor you will need to fill in the fields below. They are the same fields as the current issue but in a horizontal format. 1. Hover over the right most column at the top of the table of past issues. Click the + to add a new row above the previous top row. 2. Issue Date. This should be formatted as: month/month year. The months should be three letter abbreviations. 3. Volume and Issue. Formatted as: Volume Number, Issue Number. 4. Add download PDF link. 5. Add view online link. 6. If available add Spanish download and view online links. 7. Cover Image. Click the Add Image button to choose the cover from the media library. 8. Click Update when completed. 1. Add new row 3. Add Volume and Issue numbers 6. Add Spanish links 2. Add Issue date 7. Add Cover 4. Add URL to download PDF 5. Add URL to view 8. Update page

15 PAGE 15 SPECIAL FORMATS Editing columns Some pages use columns to help divide the content, such as GAA Team, BAP Market Endorsers, and BAP Our People. The columns are created using a special code. If you want to make edits to the text within the columns you can make changes as you would any other text as long as you don t remove the code text. The code appears in brackets and will look something like this: [ezcol_1third] Your editable text goes here [/ezcol_1third] Creating a column 1. Click the column icon in the WYSIWYG editor. 2. Choose the column combination you d like to use. The services page uses 1/3, 1/3, 1/3 layout. Clicking the layout will add the code and sample text to the editor. 3. Replace the sample text (Third Column) with your text for each column. 1. Create column 3. Replace sample text 2. Choose layout

16 PAGE 16 ADDING A LINK You can add a link in the page editor. 1. Highlight the text that will be the link. 2. Click the insert a link button. 3. A new dialog box will open. Paste the Link URL into the field. 4. Click Add Link. 2. Click the link icon 1. Highlight the text that will be a link 3. Paste the URL 4. Click Add Link

17 PAGE 17 ADDING A LINK TO A PAGE IN YOUR SITE You can add a link to a page or post within your site in the editor. 1. Highlight the text that will be the link. 2. Click the insert a link button. 3. A new dialog box will open. Click Or link to existing content to display a list of pages on your site. 4. Navigate to the page you would like your text to link to. 5. Click Add Link. 2. Click the link icon 1. Highlight the text that will be a link 3. Click here 4. Navigate to the page that will be the link 5. Click Add Link

18 PAGE 18 ADDING AN LINK You can add a link in the page or post editor. All addresses will be automatically encoded to help protect from spam. 1. Highlight the text that will be the link. 2. Click the insert a link button. 2. Click the link icon 1. Highlight the text that will be an link 3. A new dialog box will open. Type mailto: and then the address that the text will link to in the Link URL field. 4. Click Add Link. Type mailto: before the address Click Add Link

19 PAGE 19 ADDING A PHOTO You can add a photo in the page or post editor. 1. Put your curser in the text where you would like to insert the photo. It is best to add an image at the beginning or end of a paragraph. 2. Click the Add Media button. 2. Click Add Media 1. Put your curser where you want to place the photo 3. A new dialogue box will open. 4. To upload a new photo: click Select file or drop the file anywhere on the upload window. 5. Navigate to the file and select it. A bar will show the loading process. If you want to use an image previously uploaded to this page click Media Library. Then Click Show to the right of the image you want to re-use. Click Media Library to use an existing image Click Select Files or drop files on to the window to upload a new image

20 PAGE 20 Editing the photo details Title: Will default to what ever the file was named on your computer Caption: Shows below the photo Alternative text: Does not show on the page but is used by search engines so it s best to fill it in. Description: Is a longer description of the photo and is also used by search engines. Alignment: This lets you choose where the photo will be placed in the page relative to the text around it. Link To: The default is to have the photo open at it s original larger size in the window. If you don t want it to enlarge choose None. You can also have the photo go to another web page when clicked by pasting the URL in and choosing Custom URL from the drop down. Size: We recommend re sizing your photo to the correct size before you upload it and then selecting Full Size. When preparing images for the web keep them small, images should be 72 dpi and no larger than 750 pixels wide. If the size selected in WordPress is Thumbnail, Medium or Large it will be adjusted by cropping the image or scaling it. When done click Insert into Post. Then click Publish or Update in the top right hand corner to update the page. Fill in the details for the image Choose Alignment, Link and Size Click Publish/Update when done Click Insert into page when done

21 PAGE 21 Editing the photo on the page You can also edit the photo size and placement once it is placed in the page. When you click the photo on the page a box appears around it and an image of a pencil and a cross-out show. The cross-out will delete the image. The pencil will open a new dialogue box with image size options that preview as you change them. The dialogue also gives you access to change the Alignment, Title, Caption, and Link URL info from when the image was placed. Click the pencil to open more options Click the image to adjust it in the page editor. You can change or add new details in the Title, Caption and Link URL fields Click Update when you are done Click Publish/Update when done

22 PAGE 22 ADDING SEARCH ENGINE INFORMATION At the bottom of any page you are creating or editing there is a box labeled ALL in One SEO Pack, this is where you can add valuable information for search engines to find your site. Title: If this is left blank it will be what ever the page is titled. You can override the title to something more detailed and use key words. Example: instead of About Us update the title to About (Companies name) a (Location) based (Type of Business) Description: This should be 1-2 sentences describing the page. This is the short text that will appear in a Google search under your listing. Keywords: About 12 words people would use to search for your site separated by commas. You do not need to update the other fields below Keywords. You will see a display of how your page will look in search engine results in the Preview Snippet. When done updating be sure to click Publish or Update in the top right corner of the page. Add the Title, Description and Keywords Click Publish/Update when done

23 PAGE 23 CERTIFIED FACILITIES TABLE AND MAP Modifying the list To make any changes/updates, open the most recent XLSX file and then save it with a new name. You can choose your naming scheme to help you determine revisions, we suggest using the date modified in the name. Make any edits and then save the XLS. You will then save again in CSV format with the name BAP-Facility- Master.csv It s import to save the XLSX file first since formulas are not saved in the CSV file format. Notes about format: For the sorting to work correctly the listings that are listed under multiple categories need to be formatted with a / (space slash space) in between the listings. For example Plant / 2-Star / 3-Star. Updating the Map The map on the BAP Map of Facilities page is created using MangoMap. Login at: Username: TheGlobalAquacultureAlliance@gmail.com Password: rjjuumem 1. Click on Datasets in the top left 2. Click the map (bap_facility_master) 3. Click Re-Upload from the top right 4. In the pop up select Data Type: Shreadsheet CSV 5. Click Select File and navigate to the updated BAP-Facility-Master.csv file on your computer. 6. Once uploaded scroll to the bottom of the page to the Map Using this Data section and click Global Aquaculture Alliance. 7. On the map page click the Publish Your Updates button. This will then publish to the BAP map page. 1. Click Datasets 3. Re-Upload 4. Choose CSV 2. Click the map 5. Select File 6. Select map 7. Publish Updates

24 PAGE 24 Updating the Search and Sort Table WordPress Import 1. From the WordPress Dashboard, click TablePress, then Import a Table. 2. Import Source should be File Upload (set by default) 3. Click Browse, then select the BAP-Facility-Master.csv file from your computer. 4. Import format should be CSV Character Separated Values. 5. Select Replace existing table from Add Replace or Append. 6. Select ID1: BAP Certified Facilities (search and sort) from the Table to replace dropdown. 7. Click Import. Updating the Search and Sort Table FTP Syncing The plugin has an Auto Import Table feature that can automatically sync the table data every 15 minutes with a CSV that is stored on the gaaliance.org server. Use your FTP client with the following settings to connect and then upload the BAP-Facility-Master.csv to the servers root folder, you will be replacing the previous file. FTP Username: gaa_user@gaalliance.org FTP server: FTP & explicit FTPS port: 21 Password: MHt4r.]CKIvd This feature can be turned on or off from the Import a Table section in TablePress. NOTE: Once the Auto Import Table feature has been set it will override any file that you have imported from WordPress once it syncs from the server, so it s best to only use one way or the other.

25 PAGE 25 UPDATING OTHER TABLES Styled tables such as the GAA members table and the BAP Pending facilities, Registered Buyers and IBAP facilities are created in the TablePress plugin accessible from the admin menu. 1. From the WordPress Dashboard, click TablePress, then All Tables. 2. Click the name of the table to be edited. 3. Make edits to the table. You can drag the bottom right of a cell to expand it to see all of the content. 3a. To add a link in a table cell, scroll down to the Table Manipulation box below the table content, and click the Insert Link button. A message will pop up, click ok, then click in the cell you want to add the link to. 3b. Fill in the details in the Insert/edit link pop up. Add the full web address including in the URL filed. Add the text that you want to be the link in the Link Text field (for example Link in the registered buyers table. Check the Open in a new window/tab field. 4. Click the Save Changes button to update the table. 1. Click All Tables 2. Click the table name 3. Make edits 3a. Insert link 3b. Enter link details 4. Save

26 PAGE 26 EVENTS The GAA Events items are created using a plugin called The Events Calendar. To add a new Event 1. From the WordPress Dashboard, hover over Events then click Add New from the pop out menu. 2. Add the title. This will be the header on the event page and the listing on the calendar monthly view. 3. Add the content. This is the information about the event that will be displayed on the event page. This can include formatting just like on a page. 4. Add the time and date. If you set this as an all day event just the date will display. 5. Add optional event details. See next page for more information. 6. Click Publish 1. Click Events then Add New 2. Add Title 3. Add the content 6. Publish 4. Add the time and date 5. Add event details

27 PAGE 27 Event Details You can create an event without this info but it s better to give your users as much info as possible. Any info left blank will not be displayed. Venues and Organizers from previous events are saved and can be re-used to help save time. a. Location details. You can choose from an already existing venue or create a new venue which will be saved for a future event. b. Organizer details. You can choose from an already existing organizer or create a new one. c. Event website URL. This will create a link to the website. d. Event cost. e. Excerpt. This should be a few short lines describing the event. This displays when a user hovers over the title on the calendar month view. f. Featured image. This image will display on the event page above the main content section below the title and on the all event listing to the right of the short description. This image should be no larger than 750px wide. a. Add location c. Add Website d. Add Cost b. Add organizer e. Add Excerpt f. Add image

28 PAGE 28 Editing Events and Approving User Submitted Events Website users can submit events to be included on the calendar for your approval. They are marked Pending. The Organizers and Venues associated with the submitted event will also be Pending until the event gets approved. 1. From the Dashboard click Events, then Events. 2. The Events page displays all your published and pending events. To Edit or Approve an event click the title. 3. Make edits or changes. You can change any of the event details, or descriptions. 4. Click Publish or Update. 1. Click Events then Events 2. Click the title 3. Make changes 4. Update or Publish

29 PAGE 29 Making changes to Venues and Organizers. Editing Event Venues 1. From the Dashboard click Events, then Venues. 2. The Venues page displays all your published and pending venues. To Edit or Approve click the title. 3. Make edits or changes. 4. Click Publish or Update. Editing Event Organizers 1. From the Dashboard click Events, then Organizers. 2. The Organizers page displays all your published and pending organizers. To Edit or Approve click the title. 3. Make edits or changes. 4. Click Publish or Update.