Microfinance Ireland Wordpress Documentation

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Feb 16, 2014 (3 years and 3 months ago)

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Microfinance Ireland Wordpress Documentation



Logging into Wordpress:




http://www.polobryn.com/wordpress/wp
-
admin


User Name:

admin


Password:

d0tDa5h

Captcha:

Complete the sum 7 + four =



User Name and Password on the live site will be different than above. These will be
forwarded to
MFI once the new site is uploaded and live.


Website security:


Passwords are an integral part of a Wordpress Website’s security.


A general rule on passwords

is that they should be at least 6 characters (I personally
prefer at least 8) and include Upper and Lower case letters, Numbers and Special
Characters (such as commas, question marks, exclamation points etc etc)


Any password that adheres to these rules w
ill be very difficult to guess.


http://netforbeginners.about.com/od/antivirusantispyware/tp/5
-
steps
-
to
-
a
-
strong
-
password.htm


The article at the l
ink above gives some pointers on choosing a good password.


Other security measures will be implemented on MFIs live website to further deter
hacking attempts and security breaches.


Wordpress Dashboard:




The wordpress dashboard comprises all the elements of your wordpress website.
We will focus on the areas related to updating
page
/
post
content




Wordpress Posts:




Case Studies and Media Articles on the MFI website are Posts. To this end there are
2 p
ost categories


Case Studies and Media.




Posts are displayed on the site based on their category so it is important that the
correct category is selected when setting up a new case study or media article.

N.B. If a category is not selected for a post

it is created as “uncategorized” and will
not display as either a case study or a media article.

Adding a Post:

For this example we will add a Media Article post to the MFI website.



Posts can be added from
(1)

Left Sidebar or
(2)

All Posts section of
Wordpress
Dashboard.




As a minimum, a post should have
(1)

a Title
,

(2)

Content and

(3)

a Featured Image.
Don’t forget to select
(4)

A CATEGORY!!!

Adding Post Content:



Wordpress offers 2 different views of Post content area

(1)

Visual and Text. You
should work in Visual view. Text

view is used for writing HTML tags into the post
content.

(2)

The last i
con in the block on the left is

Kitchen Sink. Clicking this icon expands
the edit bar and shows extended edit options.




(1)

T
he dropdown

menu

allows you to style individual parts of the content.




The individual styling options are shown above.
(1)

Paragraph;
(2)

Address;
(3)

Heading 1;
(4)

Heading 2;
(5)

Heading 3.



The above image shows how
(1)

Paragraph;
(2)

Address;
(
3)

Heading 1;
(4)

Heading
2 and
(5)

Heading 3 render on the live site. You can also see the Post Title (POST
TITLE GOES HERE) rendered on the live site.



Adding links to Post content:


You can also add a link to post content.

(1)

Highlight the text you want to use as a link.

(2)

Click the link icon



You can
(1)

add a custom link via URL. Note: Title is a description of the custom
link, the checkbox below opens the link in a new tab.

(2)

Allows you to select a page/post within

the MFI website to link to. E.G. Apply
Now page is linked throughout the site to divert users to the application page. This
can be s
e
lected from the list of pages/posts in the link box.


Adding a Featured Image to a post:

N.B.

A Featured Im
age must have a minimum width of
245px
and a
minimum height of

150px

in order to display properly.



(1)

Click
Set Featured Image



You can
(1)

Upload a File from your computer or
(2)

Select a previously uploaded
image from the Media Library


Upload a
File Option:


Click Select Files.

Remember:
The image must be a
t least

245px * 150px to display correctly.



(1)

The Uploaded Image is displayed.
(2)

Click Set featured image.



N.B.

Alt Text is Alternative Text
,

which

is used by screen readers
for the
visually impaired

to identify what an image relates to. As such it is an
important element of adding an image to the website.



(1)

The Featured Image is now attached to the post.


(2)

Click Publish



Once the post is published, y
ou can view the
it

by c
licking
(1)

View Post button.





New Case Study Post:




The process for adding a Case Study post is the same as that outlined above with 2
additions.
(1)

Customer Name and
(2)

Quote fields also need to be populated.



This shows how
(1)

Customer Name and
(2)

Quote
fields
render on the live site.


Pages:


Not all pages on the website are editable from the Wordpress Dashboard. This is
because some of the functionality attached to pages requires
that
they are
customized using HTML, CSS, PH
P and Javascript.


The pages
that

are editable are:


1.

Directors

2.

Stakeholders

3.

What We Do

4.

Who We Are


How to Apply

is partially editable.


(no title)

page controls the image slider on the homepage.
DO NOT

edit or delete
this page.


About Us

page contains no
content. It is there for display on the drop down section
of the main menu.
DO NOT

delete this page.


Editing Pages:


Pages are editable in the same way as Posts.



N.B.

The Template sett
ing in Page Attributes determines

the design of the page. If
this is changed the page design will be affected. Ensure this setting is not changed
when editing pages.


Page to Template structure:


In case the template attached to a page is accidentally changed the relationship
between pa
ges and templates is:


Directors



-

Directors Page Template

Meet The Team


-

Team Page Template

Stakeholders



-

Directors Page Template

What We Do



-

About Us Page Template

Who We Are



-

About Us Page Template

Contact Us



-

Contact Us Page Template

FAQ




-

FAQ Page Template

How To Apply


-

How To Apply Page Template

Submit An Application

-

Application Page Template

Thank You



-

Thank You Page Template





Emails received via Contact Us and Enquire Now:


Emails received via the Contact Us page and
Enquire Now function will be routed
directly to an email address defined by MFI. At present the email address has not
been specified although it is standard to route these emails to info@ address (i.e.
in
fo@microfinanceireland.ie
).


There is extra functionality attached to emails received via the Enquire Now
function. The contact details from Enquire Now will be stored in a database on the
MFI web server.


An interface will be created to allow MFI staff
to access this database for mailing
lists. Details for accessing this interface will be made accessible to MFI when the
site goes live.


Accessing uploaded application documents:


Because of security concerns this function will not be available on the MFI

website
for go
-
live.


A secure, encrypted data transfer to MFI’s internal file server will be created to
facilitate this functionality in due course.