WORPRESS USER GUIDE

XTESTWEB WORDPRESS

Version 0.2.1

Prepared for
Agency Pte Ltd

Prepared by
Xtremax Servicedesk
Xtremax Pte Ltd
servicedesk@xtremax.com

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Table of Contents
1. OVERVIEW................................................................................................................. 5
2. LOGIN TO THE SYSTEM.........................................................................................6
2.1. REGISTER.........................................................................................................................6
2.2. LOGIN...............................................................................................................................9
2.3. CHANGE PASSWORD......................................................................................................10
3. DASHBOARD............................................................................................................11
4. CONTENT.................................................................................................................. 13
4.1. MEDIA............................................................................................................................13
4.2. POSTS.............................................................................................................................16

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Table of Figures
Figure 2-1. Registration Menu..............................................................................................6
Figure 2-2. Successful Registration Status...........................................................................7
Figure 2-3. Editing Profile on WordPress............................................................................7
Figure 2-4. WordPress login display..................................................................................10
Figure 3-1. Dashboard.........................................................................................................11
Figure 4-1. Media dropdown menu....................................................................................13
Figure 4-2. Media library....................................................................................................13
Figure 4-3. Upload file.........................................................................................................14
Figure 4-4. Attachment details............................................................................................15
Figure 4-5. Posts dropdown menu......................................................................................16
Figure 4-6. Posts................................................................................................................... 17
Figure 4-7. New post............................................................................................................17
Figure 4-8. Content in visual mode....................................................................................18
Figure 4-9. Content in text mode........................................................................................18
Figure 4-10. Post Format Option List................................................................................19
Figure 4-11. Insert Link......................................................................................................19
Figure 4-12. Publish Immediately......................................................................................20
Figure 4-13. Select Publish Date and Time........................................................................20
Figure 4-14. Edit a Post.......................................................................................................21
Figure 4-15. Quick Edit.......................................................................................................21
Figure 4-16. Trash folder....................................................................................................21

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List of Tables
Table 2-1. Sidebar Menu.......................................................................................................8
Table 3-1. Widgets Dashboard...........................................................................................11
Table 4-1. Description Of Image.........................................................................................15

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1. Overview
This document is to highlight certain guidelines on how to work with WordPress, which is
the Content Management System (CMS) for Agency Pte Ltd website project.
Furthermore, if there are any doubts on this document, you can contact Xtremax Servicedesk
for clarifications.

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2. Login to The System

2.1. Register
If you don’t have any account, you can click the register as you can see on the picture above,
you have to fill the email address, username and creates the password then click Continue or
you can using your Google account to simplify the registration by clicking Continue with
Google.
The following Registration screen appears:

Figure 2-1. Registration Menu

After signed up there will be pop up as picture below, please check the mail you registered
previously to confirm the email address.

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 Figure 2-2. Successful Registration Status
The Email contains confirmation button, if you click it you will directed to the WordPress
websites, you can continue by editing your profile ( ) or starting to write a post
. The menu will be seen on the top right corner of website.

Figure 2-3. Editing Profile on WordPress

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By defaults, the Profile section displays following sidebar menu on the table below,

Table 2-1. Sidebar Menu

TITLE MENU DESCRIPTION

It display your profile, you can change your profile picture, names
My Profile
and about yourself.

It display menu to change your username or add the primary

website and change the language.

Account
Settings

Management It displays the charge you have to pay for domain you registered or
Purchases renewal domain from WordPress and also shows the transfer guide.

Security

It relates to the security of the WordPress account.

 User can change the password using Password sub menu as
shown below, then try to generate how strong password is by

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 clicking the Generate Strong Password, then save it.
 User can logged in to the WordPress by using Social Login,
for example user can using Google account to sign in.
 To give a better security of WordPress account, user can using
Two-Step Authentication, it is necessary to using a user
phone number to send the unique code while user trying to log
in to the system.
 Connected Apps displays the application that connected to the
WordPress, user can share the post’s link to the connected apps
such as Facebook or Twitter.
 User able to recover the WordPress account using Account
Recovery menu, user have to adding the phone number or
email address for backup.

Notification
Settings
User can setting the notification they want to receive to the email,
such as notification for new comments, comment replies, updates
from WordPress and Notification from the user’s followed
websites.

2.2. Login
You can login to WordPress by opening your webpage, and entering /wp-admin after the
address in the address bar of your browser.
The following login screen appears:

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 Figure 2-4. WordPress login display

2.3. Change Password

To change password, you can follow these steps:
 Log in to your WordPress website
 Go to Users » Your Profile
 Scroll down until you see New Pasworrd option
 Add your new password twice
 The strength indicator bar will tell you the strength of your password
 Click on the Update Profile button to save your new password

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3. Dashboard
Dashboard is the welcoming page of WordPress administration. It is pre-configured to
display useful links and widgets. You can also customize it, according to your specific needs.

Figure 3-5. Dashboard

By default, the Dashboard displays the following widgets:

Table 3-2. Widgets Dashboard

WIDGETS DESCRIPTION
It displays your main admin navigation menu. This is
Dashboard Menu Options where you’ll find all the options to update and configure
your site.
The widget contains useful links to tutorial and getting
WordPress Welcome
started documentation.
At A Glance provides a summary of the number of Posts,
At A Glance
Pages, and Comments on your site.
Quick Draft The QuickDraft widget allows you to quickly and easily
write a new draft. Enter a post title, upload/insert media,
enter the post content, add tags, and click the Publish

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 button or click the Save Draft button.
Shows the upcoming scheduled posts, recently published
Activity posts, and the most recent comments on your posts and
allows you to moderate them.
Stats Shows the statistics of your website in past week.

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4. Content
After you create the layout of your page, you proceed with populating the page with content.
WordPress content is easy to create and reuse. Once you create news, an event, or other
content item, it is stored in the WordPress system and other users can view, use, and edit that
content. This chapter shows you how to add, edit, and remove all the media and posts.

4.1. Media
You can upload images, videos, and other files that you store in libraries.

Figure 4-6. Media dropdown menu

After you navigate to Media in Dashboard menu options, you will see the following page:

Figure 4-7. Media library

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4.1.1. Add New File

There are two ways in uploading media: Click on Add New button at the top-left of
Media Library page, or directly click on Add New link in Media dropdown menu. You will
se the following display:

Figure 4-8. Upload file

Click Select Files, then click on Open after select files from your computer. Or drag and drop
file from your computer folder to the provided box. The allowed file types are jpg, jpeg, png,
gif, pdf, doc, pptx, docx, pps, ppsx, xls, xlsx, key.
By default, the uploaded files will be arranged by publish date, from the newest to the oldest.

4.1.2. Edit File

To edit and add details to an uploaded image or other files on media library, follow these
steps:
 Click on the image or other files to be edited
 Click on Edit More Details link
 Do change the necessary fields or properties
 Click Update

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 Figure 4-9. Attachment details

The description of the following is decribed in Table 4.1 below:

Table 4-3. Description Of Image

N
DECRIBE FUNCTION
O
1. Title Title of your media file.
Click on edit image to crop and resize image.

2. Edit Image

3. Caption Enter this field to add caption of the image.

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 Alternative Enter this field to add alt text of the image.
4.
Text

Enter this field to add description of the image.

5. Description

Likes and Manage the display of likes and shares of the image.
6.
Shares

7. Details Shows current properties detail of the image.

Delete
8. Click to remove the image from the list in media library.
Permanently
9. Update After finish the changes, click on Update button to save.

4.2. Posts
Posts are typically blog entries. A series of articles, listed (usually) reverse-chronologically.
Pages are used for more static content (i.e. content that doesn’t change or changes
infrequently). An ‘About us’ page is an example of a Page on a typical website.

Figure 4-10. Posts dropdown menu

After clicking on the Posts menu option you’ll be shown a list of Posts that your site
contains. Among the information displayed is the Post title, the Author, Categories, Tags,
No. of Comments and either the Date Published, Date Scheduled or the Date the Post was
Last Modified. Posts are content entries listed in reverse chronological order on your blog’s
home page.

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 Figure 4-11. Posts

The list of posts can be filtered by dates and categories.

4.2.1. Add New Post

Figure 4-12. New post

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Before starting create a content, choose the format of your post Format option list. There are
two modes in creating a content, Visual and Text. The default mode is Visual mode. In Text
mode, content is created in HTML codes.

Figure 4-13. Content in visual mode

Figure 4-14. Content in text mode

To insert image or video or document to your post, click on Add Media button. Choose the
media you’re your computer or file in media library. Click on Publish button after finished to
publish your post.
To insert a link, you can go to the web page you want to link to. Copy the URL. It should
start with “http://”. Write the text you want to be a hyperlink. It is good to be descriptive and
avoid the phrase “click here”.

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 Figure 4-15. Post Format Option List
You can choose the format of your post Format option list. Select the text and click the
“link” button bar. Then you will see the following display:

Figure 4-16. Insert Link

Then paste the URL from step one into the link field. Click insert and your link should turn
blue like other links around the web.

4.2.2. Publish a post in specific date

Once you are done writing your post, look under the ‘Publish’ meta box in the right column
of the edit screen and click on the ‘Edit’ link next to ‘Publish immediately’ option.

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 Figure 4-17. Publish Immediately
It will now show you the date and time options. Go ahead and enter the date and time when
you want to publish your blog post and click on the OK button.

Figure 4-18. Select Publish Date and Time

You’ll notice that the blue ‘Publish’ button will now change into ‘Schedule’. Go ahead and
click on the schedule button to save your changes.

4.2.3. Edit and quick edit post

There are two options in editing a post, edit and quick edit. Move your pointer close to the
post you want to edit, you will see the following display:

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 Figure 4-19. Edit a Post

Once you click Edit, you can edit the whole thing in a post. In Quick Edit, you only can change the
properties such as Title, Visibility, Publish Date, Categories, Tags, and Publish status.

Figure 4-20. Quick Edit

4.2.4. Delete a post

You can delete a post by clicking Trash option. The post you had moved to trash will not be
deleted permanently, it will be moved to Trash folder. The post will be permanently deleted
if you click on Empty Trash button in Trash folder

Figure 4-21. Trash folder

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