How to install WordPress

When you're tinkering with technology, you need a pretty big toolboxIn all my WordPress how-to posts here, I’ve never covered how to actually install WordPress.

I haven’t taught any classes that cover WordPress installation, either.

Why would I leave out something so obviously needed?

Well, partly (only partly!) because you can pay me $99 for a basic WordPress installation package (quick note: That $99 price isn’t changing, but the prices for the Bonus and Bonanza packages are going up quite a bit next week, and if you were on my Invitation List you’d already know that).

One of the other big reasons I haven’t covered how to install WordPress is that most good web hosting companies have installer scripts — they’re usually called things like “one-click install,” “quick WP install,” or something similar. And these installers can vary quite a bit from host to host.

So if someone asked me to teach them to install WordPress, I’d just tell them “go ask your web host for information on their WP installer script.”

Until now.

See, two things happened that made me realize that I needed to write at least one decent WordPress-installation tutorial.

Stuck in the middle

The first thing was that Pamela Wilson and I created a free e-course called Love Your Website to explain how to set up a domain name and a web hosting account, and at the same time we released a paid product called Site Setup Kit to teach people how to use WordPress to create and maintain a unique website.

I’ve been tremendously gratified at how well both offerings have been received. People around the world have told us that the e-course explains technical terms for Regular People, and our Site Setup Kit owners have already gotten to work creating beautiful sites.

But we had left a gap between the two! Love Your Website walks you through getting a domain and a web host and leaves off right before WordPress installation, and Site Setup Kit starts out assuming that you’ve installed WordPress and are ready to learn how to use it.

So I shouldn’t have been at all surprised to find that our readers were asking us how, exactly, to install WordPress.

It’s as if we handed out toolboxes that were each missing a hammer. D’oh.

You deserve better

The second thing was that I struck out in search of a friendly WP installation tutorial on the Knowledge Base of a large and fairly decent web host. I found a video tutorial for using their quick-install script, and I’m sorry to say that it was just terrible. It was full of jargon, not very explain-y, and assumed a higher level of tech knowledge than “beginner.”

There was no way I could send my Site Setup Kit owners a link to that tutorial! I knew I could do better. And I also knew that you deserve better than a confusing jargon-y guide.

If you ask for a hammer, you want a hammer, not a 328-piece ratchet-and-screwdriver set that requires an engineering degree to decipher.

So I wrote not one, but two tutorials explaining how to install WordPress, on two different web hosting systems. They don’t have video, but each step is illustrated. Here you go:

  1. Installing WordPress on a DreamHost web hosting account is specific to my very favorite web host, which I use myself for all my websites. They created their own one-click installer (which actually takes more than one click but is still pretty easy to use).
  2. Installing WordPress on any web hosting account that uses cPanel will work for quite a few decent web hosts, since cPanel is the industry standard in web-hosting control panel software.
There you have it. I hope you’ll let me know if these tutorials work for you!

Upgrading: The zeroth step

WordPress Updates: What to do first?

If you haven’t been inside your WordPress dashboard for awhile, you may be confronted with multiple update notices when you log in. You probably have a handful of plugins that need updating, and perhaps your theme has come out with a new version (yep, that’s an affiliate link, since I use and recommend that theme), and WordPress itself might need updating.

WordPress is famous for its easy one-click updates, so even if all three of these things need attention, you can probably do them pretty quickly, probably within minutes.

So which part should you update first? The plugins, WordPress software, or your theme? What’s the first step?

Backup backup backup

The best answer is actually “none of the above.”

Before you update, especially if you have multiple updates, you should back up your site.

The backup step is so important, it should come before the first step. It’s the zeroth step (hat tip to Asimov’s Laws of Robotics here).

Which means that backing up needs to be easy and quick. So easy and quick that you can do it in one or two clicks and know you have the ability to restore your site just as easily. “Drat, I have to make a backup first” should not be a barrier to updating.

BackupBuddy to the rescue

My favorite backup method is a premium WordPress plugin called BackupBuddy. It’s not free, but the support forum and documentation are extensive and helpful, and I now use this plugin for all my own sites, all my new client sites, and all my Website Tune-Up and Peace of Mind Program clients.

I’ve used it to migrate (move) WordPress sites from one host to another, and from testing sites to launch. Once it’s installed, it really is one-click easy to run a backup (zero clicks if you set up automatic scheduling, which I highly recommend).

The makers of BackupBuddy have created a free 28-page PDF guide to using the plugin, available for download without even giving them your email address. Take a look if you’re thinking of buying the plugin, then if you do decide to purchase, use the special promo code RESCUE30 to save 30% during the month of March 2012 only.

What about that update order?

Once you’ve got your backups created and safely stored in case you need to roll back your site, you are cleared for updating. If you need to update multiple parts of your site, think about it in order from large to small.

When you update multiple pieces of your site, be sure to do it in this order:

  1. WordPress (the biggest most important piece, because it runs your whole site)
  2. Your theme (gives your entire site its look and feel)
  3. Plugins (smaller pieces that affect particular site functions)

If you update a plugin before update WordPress, and that plugin requires a later version of WordPress, you could end up breaking your site (or at the very least, losing the plugin’s functionality). Same with themes.

I’ve seen both things happen, and fortunately with BackupBuddy and FTP access, I’ve been able to fix things up pretty quickly, but it’s easier to just avoid breaking them in the first place.

So make a backup first, and stick to a safe update order. And may you never need your backups!

How to get perfect pancakes, I mean websites, every time

Three little pancakes, sitting in a pan...I recently wrote about pancakes — specifically, my journey to becoming a confident, consistent pancake-maker and pancake-recipe-tweaker, even though I started as a person who couldn’t trust herself to make decent-tasting pancakes at all.

I thought that post was completely non-business related. Hahaha.

Because it turns out that pancakes are a nice metaphor for websites. And I didn’t even realize that until a blog reader pointed it out to me.

Four ways to get yourself some pancakes

Let’s say you have a craving for pancakes. Haven’t we all, at one time or another? There are multiple ways to satisfy this craving, each with its pros and cons. Here, I’ll list a few:

Pancake acquisition method 1: Hire a personal chef

Pros: You will likely get pancakes that are Very Very Good, if not Divinely Perfect. You can describe how you want your pancakes to taste and look, as well as any special requirements you have (organic, gluten-free, whole-grain, special fruit compote on top, etc.) and the chef takes care of all the ingredients and labor. All you have to do is eat!

Cons: Your pancakes will likely be Very Very Expensive. You’ll also have to wait a long time to satisfy your craving, because you have to interview and hire your chef, and you may even have to install special kitchen equipment (did I mention expensive?). If you want to change the recipe, you’ll need to consult with the chef, which takes time and more expense.

Method 1 is like hiring a company to create a unique website for you. If you can afford the time and the expense (including the ongoing expense of having that company on call for changes and updates), you will get a unique and quality result, but chances are that description doesn’t fit you if you’re reading this DIY-focused blog.

Pancake acquisition method 2: Go out to eat

Pros: At a restaurant, you don’t have to do any of the prep, cooking, or cleanup. Just sit back and wait for delicious pancakes to be brought to your table. Far less expensive than Method 1, and quicker, too. Lots of restaurants are out there, so you have lots of choices.

Cons: First you have to get to the restaurant, which takes time and costs money. Restaurant food is usually much more expensive than home-cooked meals because you’re paying for the cooks, dishwashers, waitstaff, etc. Once you choose a restaurant, you’re limited to what’s on the menu, and even the most detailed menus don’t list every single ingredient, so you might end up eating too much sugar or something else you don’t want.

Method 2 is like hiring someone to build a site for you using templates or packages. My WordPress installation packages, for instance, are a bit like items on a restaurant menu — some substitution allowed, but very different from, and much less expensive than, full custom design. Also more expensive than DIY.

Pancake acquisition method 3: Buy a mix

Pros: Very inexpensive, and usually very easy — some mixes are just-add-water. With a mix, you can have pancakes anytime you want, at a moment’s notice.

Cons: You have no control over the ingredients, because they’re already prepackaged into the mix. And that means you have very little control over the flavor as well.

Method 3 is like setting up a blog on Blogger or WordPress.com. It’s cheap (or free), simple, and doesn’t take much time or effort to get started. But your website address, design, and even content are at the mercy of their rules and terms of service, which is not trivial if you want to use your website for business.

Pancake acquisition method 4: Find a recipe and learn to make it work for you

Pros: You have total control over the ingredients and cooking methods, and with practice, making from-scratch pancakes can be just as quick and easy as making them from a mix. You can be proud of cooking pancakes yourself, making conscious choices about all your ingredients, and meeting all your dietary requirements and desires.

Cons: You do have to put some effort into trying recipes, learning what different ingredients do to the final result, and of course you have to spend time doing the actual cooking. A failed batch (or even an okay-tasting batch that wasn’t everything you hoped for) can be frustrating.

Method 4 is like taking your website-building into your own hands. That may sound daunting, but the truth is that it’s never been so easy, or so affordable, to do it yourself. In fact, I have a tool that makes the whole process much easier: A complete guide to building your own website, called Site Setup Kit.

Site Setup Kit is much more than a prefab mix. It’s more like…a grocery bag filled with all the ingredients you’ll need (including some kitchen gadgets), plus multiple illustrated step-by-step recipes for the different types of pancakes you could create with those ingredients.

check out Site Setup Kit now

If you follow the tutorials, you will end up with a unique website. But more importantly, you will end up with the knowledge and skills to manage and tweak that website by yourself.

I partnered with Pamela Wilson of BigBrandSystem.com on this kit, which means that in addition to my tech-to-English translation and tips, the kit includes design advice and tutorials that will save you thousands of dollars while giving you the means to create a completely unique website.

So if this kit looks like what you’ve been waiting for, please check out Site Setup Kit now. We back this product with a cheerful, unconditional, 100% money-back guarantee for 30 days after your purchase, so there’s no risk to you.

check out Site Setup Kit now

How to use Gravatars on your WordPress site

Gravatar: Globally Recognized Avatar

Globally Recognized Avatar = Gravatar. Get it?

This post was sparked by a question I received from a client who is working his way through Site Setup Kit, my complete guide to building a unique website. Check out Site Setup Kit today.

Have you ever wondered why some blog comments show up with pictures of their authors, while others have generic “mystery mannequin” icons or geometric shapes?

If you’d like a picture of your choosing to show up when you comment on a blog, you need a Gravatar.

Gravatar, which sounds like a Soviet-era science-fiction robot but is really short for Globally Recognized Avatar, is a free service provided by the same people who created WordPress.

In fact, if you have a WordPress.com account for any reason (such as using the Akismet spam-protection plugin), that same username and password will log you into Gravatar.com.

How to sign up for your own Gravatar

If you don’t have a Gravatar.com or WordPress.com account, signing up is incredibly easy. On the Gravatar sign-up page, just enter your email address.

You’ll get a confirmation email with a link to activate your account. Once your account is active, you can upload a photo of your choice, which will then be associated with that email address.

Every time you use that email address to comment on a blog that’s Gravatar-enabled, your chosen image will automagically appear next to your comment. And you can change that image any time you want by logging into your Gravatar account and changing your profile picture.

If you use more than one email address, the service allows you to add multiple email addresses and associate a different image with each one.

You can optionally add more information to your profile, such as a brief bio statement, geographic location, and links to your website and social media profiles like Twitter and Facebook accounts.

Other built-in uses for Gravatars

Those handy little icons are used for more than just blog comments.

Gravatar in the WordPress Admin Bar

Gravatar in the WordPress Admin Bar

For instance, all WordPress sites use Gravatars for their internal User profiles. If you have a profile picture associated with the email address you use to administer your own WordPress site, you’ll see a tiny version of that image on the right side of your admin bar (right next to where WordPress greets you with “Howdy, [display name]“), and next to your username on the Users –> All Users screen.

Another nice use of Gravatars is in the Genesis User Profile widget, which is available to you in the Appearance –> Widgets screen if your WordPress site uses the Genesis Framework or any Genesis child theme (my site, for instance, is running on Prose, the only Genesis child theme with design controls — did I mention that Site Setup Kit teaches you exactly how to use those controls to create a site that’s 100% unique?).

This widget allows you to create and customize an About Me box in your sidebar, and the profile picture it uses comes straight from Gravatar.

Turbo-charge your Gravatars

If you use the Jetpack plugin, you can enable a function called Gravatar Hovercards. With that function turned on, hovering your cursor over the profile picture of one of your blog commenters will display that person’s public Gravatar profile.

My site is using this feature right now, so if you get yourself a Gravatar, come leave a comment and try out the Hovercard function for yourself!